![]() |
市场调查报告书
商品编码
1865442
全球氢气加註基础设施市场:预测至 2032 年-按加氢站类型、组件、供氢方式、压力等级、最终用户和地区进行分析Hydrogen Refueling Infrastructure Market Forecasts to 2032 - Global Analysis By Station Type, Component, Supply Method, Pressure Rating, End User, and By Geography. |
||||||
根据 Stratistics MRC 的一项研究,全球氢气加註基础设施市场预计到 2025 年价值 5.126 亿美元,预计到 2032 年将达到 24.717 亿美元,在预测期内以 25.2% 的复合年增长率增长。
氢气加註基础设施是指为车辆(尤其是燃料电池电动车 (FCEV))供应氢燃料的加氢站、管道和设施网路。它包括氢气生产、储存和输送系统,旨在提供高效、安全和永续的加氢服务。该基础设施在推进清洁交通方面发挥着至关重要的作用,它能够为乘用车和商用车提供远距、零排放的出行方式。各国政府和能源公司正在大力投资,以提高全球氢气加註的可及性和可靠性。
根据国际能源总署(IEA)的说法,氢气加註基础设施面临的主要挑战之一是开发标准化的喷嘴和加註器,以确保世界各地不同汽车製造商之间的安全性和相容性。
政府促进氢能出行的倡议
政府主导的各项措施正透过战略投资和政策支持清洁出行,推动氢燃料加註基础设施市场的发展。日本、韩国和欧盟的计画正透过资助加氢走廊和提供税收优惠,促进氢能的大规模应用。这些措施在各国氢能发展蓝图的支持下,鼓励公共和私人投资。此外,日益严格的排放法规正在加速燃料电池电动车(FCEV)的普及,从而推动基础设施需求。因此,政府支持仍是全球市场成长的重要催化剂。
车站安装需要高资本支出
氢气加註基础设施市场面临许多限制因素,其中之一是建造和营运加氢站需要巨额资本投入。压缩、液化和储存系统的成本仍然很高,通常超过传统加氢站的成本。此外,复杂的审批程序和安全标准合规要求也加重了资金负担。有限的消费者需求进一步影响了投资回报,并阻碍了私人投资者的动机。因此,如果没有公共资金或补贴,高资本密集度将继续阻碍基础设施的快速扩张。
汽车製造商与能源公司之间的合作关係
汽车製造商与能源供应商之间的策略联盟正成为氢燃料加註基础设施市场的关键成长机会。这些合作旨在建立垂直整合的供应链,将车辆生产与加氢网路的扩张相结合。例如,丰田与壳牌、现代与液化空气集团的合作正在推动重点地区加氢站的建设。此外,共同投资模式能够降低营运风险并优化技术整合。这种合作模式可望加速市场成熟,并有助于提升加氢网路的可及性。
由于燃料电池汽车(FCEV)普及速度缓慢,需求不确定性。
燃料电池电动车(FCEV)普及缓慢,导致基础设施可用性存在不确定性,对市场稳定构成重大威胁。消费者认知度不足、车辆成本高昂以及加氢站密度不足都阻碍了FCEV的普及。此外,电池式电动车(BEV)的竞争正在转移消费者和政策制定者的关注点。这种週期性挑战令投资者和开发商犹豫不决。由此导致的需求成长不均衡可能会延迟加氢站营运商的获利。
新冠感染疾病导致氢燃料加註基础设施市场因计划延期和供应链瓶颈而暂时中断。旅行限制减少了燃料电池电动车(FCEV)的使用,导致现有加氢站收入下降。然而,疫情后的经济復苏和绿色奖励策略计画重新燃起了人们对氢能移动的兴趣。各国政府再次强调了氢能在其永续性议程中的重要性,推动了新的投资。因此,儘管短期内遭遇了一些挫折,但疫情加速了长期的清洁能源转型,并促进了氢能基础设施的发展。
预计在预测期内,大型加油站细分市场将占据最大的市场份额。
由于能够有效率地为车队、公车和商用车供能,大型加氢站预计将在预测期内占据最大的市场份额。在物流和公共交通产业需求不断增长的推动下,这些加氢站能够实现更快的加氢速度和更高的吞吐量。此外,规模经济效应使其长期更具成本效益。在政府支持的氢能走廊计划推动下,这些全部区域得到了进一步巩固。
预计在预测期内,储存系统细分市场将实现最高的复合年增长率。
预计在预测期内,储氢系统领域将实现最高成长率,主要得益于提高氢气压缩和液化效率的技术创新。不断提高的安全性和性能标准正在推动高压和低温储氢解决方案的进步。此外,对能量密度和模组化储氢设计的日益重视也促进了这些技术在移动式和固定式加氢设施中的应用。这些因素共同作用,使得储氢系统成为氢能基础设施生态系统中发展最快的组成部分。
预计亚太地区在预测期内将保持最大的市场份额,这主要得益于强有力的政策框架和政府补贴,这些措施推动了氢能交通的发展。日本、韩国和中国等拥有完善加氢网路的国家正在主导燃料电池电动车(FCEV)的普及。快速的都市化和向永续交通方式的转变正在进一步推动氢能市场的扩张。大量的公共和私人基础设施投资正在巩固该地区的主导地位,使亚太地区成为氢能生态系统发展的核心枢纽。
在预测期内,北美预计将实现最高的复合年增长率,这主要得益于大规模的氢能投资和日益完善的零排放汽车法规。美国和加拿大的基础设施正在快速发展,这得益于美国能源局「氢能加速计画」(Hydrogen Shot)等倡议的支持。此外,汽车製造商和能源公司之间日益密切的合作也推动了该地区的发展势头。再加上有利的政策框架和私人资本的涌入,预计北美的氢能加註基础设施将迎来蓬勃发展。
According to Stratistics MRC, the Global Hydrogen Refueling Infrastructure Market is accounted for $512.6 million in 2025 and is expected to reach $2471.7 million by 2032 growing at a CAGR of 25.2 % during the forecast period. Hydrogen refueling infrastructure refers to the network of stations, pipelines, and facilities that supply hydrogen fuel for vehicles, particularly fuel-cell electric vehicles (FCEVs). It includes hydrogen production, storage, and delivery systems designed to provide efficient, safe, and sustainable refueling. This infrastructure plays a crucial role in advancing clean transportation by enabling long-range, zero-emission mobility for both passenger and commercial vehicles. Governments and energy firms are investing heavily to expand its accessibility and reliability globally.
According to the International Energy Agency, a key challenge for hydrogen refueling infrastructure is developing standardized nozzles and dispensers that ensure safety and compatibility across different vehicle manufacturers globally.
Government initiatives promoting hydrogen mobility
Government initiatives are propelling the hydrogen refueling infrastructure market through strategic investments and policy support for clean mobility. Programs in Japan, South Korea, and the EU are fostering large-scale hydrogen deployment by funding refueling corridors and offering tax incentives. Spurred by national hydrogen roadmaps, these initiatives are encouraging both public and private investment. Furthermore, stringent emission regulations are accelerating the adoption of FCEVs, thus boosting infrastructure demand. Consequently, governmental backing remains a foundational growth catalyst across global markets.
High capital expenditure for station setup
The hydrogen refueling infrastructure market faces restraint due to the high capital investment required for building and operating refueling stations. Costs related to compression, liquefaction, and storage systems remain substantial, often exceeding those of conventional fuel stations. Moreover, complex permitting procedures and safety compliance add to financial burdens. Limited consumer demand further challenges return on investment, deterring private investors. Hence, without public co-funding or subsidies, capital intensity continues to hinder rapid infrastructure expansion.
Partnerships between automakers and energy firms
Strategic collaborations between automotive manufacturers and energy providers are emerging as major growth opportunities in the hydrogen refueling infrastructure market. These alliances aim to create vertically integrated supply chains, combining vehicle production with refueling network expansion. Partnerships such as Toyota-Shell and Hyundai-Air Liquide are fostering station rollouts across key regions. Additionally, co-investment models reduce operational risks and optimize technology integration. This collaborative approach is poised to accelerate market maturity and enhance network accessibility.
Uncertain demand due to slow FCEV adoption
A significant threat to market stability arises from the slow adoption of fuel cell electric vehicles (FCEVs), leading to uncertain infrastructure utilization. Limited consumer awareness, high vehicle costs, and inadequate station density hinder adoption rates. Furthermore, competition from battery-electric vehicles (BEVs) diverts consumer and policy focus. This cyclical challenge creates hesitation among investors and developers. As a result, uneven demand growth may delay profitability timelines for refueling station operators.
The COVID-19 pandemic temporarily disrupted the hydrogen refueling infrastructure market due to project delays and supply chain bottlenecks. Mobility restrictions reduced FCEV utilization, leading to revenue declines for existing stations. However, post-pandemic recovery efforts and green stimulus packages reignited interest in hydrogen mobility. Governments re-emphasized hydrogen in sustainability agendas, spurring renewed investments. Consequently, while short-term setbacks occurred, the pandemic accelerated long-term clean energy transitions favoring hydrogen infrastructure growth.
The large-scale refueling stations segment is expected to be the largest during the forecast period
The large-scale refueling stations segment is expected to account for the largest market share during the forecast period, resulting from its capacity to serve fleets, buses, and commercial vehicles efficiently. Driven by rising demand from logistics and public transportation sectors, these stations support faster fueling and higher throughput. Moreover, economies of scale make them cost-effective over time. Supported by government-backed hydrogen corridor projects, their dominance is reinforced across developed regions emphasizing mobility decarbonization.
The storage systems segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the storage systems segment is predicted to witness the highest growth rate, propelled by technological innovations enhancing hydrogen compression and liquefaction efficiency. Increasing safety and performance standards are stimulating advancements in high-pressure and cryogenic storage solutions. Additionally, the growing focus on energy density and modular storage designs drives adoption in mobile and stationary refueling setups. These factors collectively make storage systems the fastest-evolving component within the hydrogen infrastructure ecosystem.
During the forecast period, the Asia Pacific region is expected to hold the largest market share, attributed to robust policy frameworks and government subsidies promoting hydrogen transportation. Countries like Japan, South Korea, and China are spearheading FCEV deployment with extensive refueling networks. Rapid urbanization and the shift toward sustainable mobility further support expansion. Major infrastructure investments from public and private entities reinforce regional leadership, positioning Asia Pacific as the core hub for hydrogen ecosystem development.
Over the forecast period, the North America region is anticipated to exhibit the highest CAGR associated with large-scale hydrogen investments and expanding zero-emission vehicle mandates. The U.S. and Canada are witnessing rapid infrastructure deployment supported by initiatives such as the DOE's Hydrogen Shot. Moreover, increasing collaboration between automakers and energy utilities enhances regional momentum. Combined with supportive policy frameworks and private capital inflows, North America is set to experience dynamic growth in hydrogen refueling infrastructure.
Key players in the market
Some of the key players in Hydrogen Refueling Infrastructure Market include Air Liquide SA, Linde plc, Air Products and Chemicals, Inc., Nel ASA, McPhy Energy S.A., Ingersoll Rand Inc., Hydrogen Refueling Solutions S.A., Chart Industries, Inc., Iwatani Corporation, PDC Machines Inc., Sera GmbH, Atawey France, Hydrogenious LOHC Technologies, Galileo Technologies S.A., and H2 MOBILITY Deutschland GmbH & Co. KG.
In Oct 2025, Air Liquide SA invested $50 million to expand its U.S. Gulf Coast hydrogen network, securing long-term supply agreements with refiners and reinforcing its infrastructure footprint despite currency headwinds.
In Jul 2025, Linde plc partnered with Daimler Truck to develop subcooled liquid hydrogen (sLH2) refueling technology and committed $1.8 billion to OCI's blue ammonia project, solidifying its infrastructure-first strategy.
In May 2025, Air Products and Chemicals, Inc. announced plans to build commercial-scale hydrogen refueling stations across California, capable of fueling 200 trucks or 2,000 light-duty vehicles daily
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.