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市场调查报告书
商品编码
1876671
绿色氢气生产市场预测至2032年:按技术、可再生能源、生产规模、储存类型、分销管道、应用和地区分類的全球分析Green Hydrogen Production Market Forecasts to 2032 - Global Analysis By Technology, Renewable Source, Production Scale, Storage Type, Distribution Channel, Application, and By Geography |
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根据 Stratistics MRC 的一项研究,预计 2025 年全球绿氢生产市场价值为 82 亿美元,到 2032 年将达到 980 亿美元。
预计在预测期内,绿色氢气市场将以42.4%的复合年增长率成长。绿色氢气生产是指利用可再生能源发电电解水,从而生产出在其生命週期内碳排放接近零的氢气。预计绿色氢气将应用于难以脱碳的产业,例如重工业、航运和长期储能。市场成长取决于电解成本的下降、丰富的可再生能源产能、扶持政策以及氢气运输和储存基础设施的建设。製造商、公共产业和工业用户正在签订承购协议和合作协议以建立供应链,同时,低碳氢化合物认证标准和认证系统也正在出现。
根据国际能源总署(IEA)的《全球氢能评估报告》,到 2023 年,电解的生产能力将翻一番,达到每年约 25 吉瓦。
全球对脱碳和净零排放目标的关注日益增长
各国政府和企业正积极制定净零排放目标,从而形成强而有力的监管和道德约束,以取代石化燃料。绿色氢气在使用过程中仅排放水蒸气,因此具有独特的优势,能够服务重工业、化肥生产和远距运输等难以脱碳的产业。这种政策主导的需求正在刺激投资,并创造一个有利于市场成长的环境,使其成为清洁能源转型的基石。
电解的高昂购置成本与营运成本
电解的运作成本仍然很高,且能耗巨大,这意味着氢气的成本与再生能源的价格直接相关。这一劣势导致绿氢目前在经济竞争力上不如传统的灰氢和蓝氢。高成本阻碍了潜在投资者和终端用户,导致最终投资决策和计划生产过程被推迟,直到更经济实惠的技术和规模经济得以实现。
建设大型绿色氢能中心
策略性地发展综合性绿色氢能枢纽蕴藏着巨大的机会。这些枢纽将大规模生产设施与丰富的可再生资源以及大规模承购方(例如产业丛集和出口码头)集中布局。这种集中式模式透过基础设施共用和规模经济显着降低成本。它还能降低投资风险,创造全新的价值链,使相关地区在未来的氢能经济中占据领先地位,并促进公共和私人资本的大量流入,从而推动发展。
与蓝氢的竞争
利用二氧化碳捕集技术从天然气製取的蓝氢对市场构成重大威胁。蓝氢利用现有的天然气基础设施,在中短期内提供了一种低成本、低碳的替代能源。这可能会导致投资和政策支援从绿氢转移,从而加剧对石化燃料的依赖。为了确立其主导地位,绿氢必须具备成本竞争力,并展现出作为完全石化燃料燃料的卓越环境性能。
疫情初期,绿氢能市场因供应链瓶颈、建设延误和资本投资暂时收紧而受到衝击。然而,这场危机最终促进了该行业的成长。许多全球復苏计画优先考虑清洁能源和策略性自给自足,促使政府大幅增加对绿氢能计划的奖励策略和政策支持。这强化了绿色氢能在其长期脱碳策略中的作用,并加快了2020年以来的计划公告和投资进程。
预计在预测期内,碱性电解槽(AEL)细分市场将占据最大的市场份额。
碱性电解槽(AEL)预计将占据最大的市场份额,这反映了其技术的成熟度和成本效益。与较新的替代方案相比,AEL技术成熟可靠,且拥有较长的运作历史。其较低的资本成本使其对大型、连续运作计划特别具有吸引力,在这些专案中,整体计划经济效益比绝对效率更为重要。这项成功经验确保了其在构成市场基础的早期大型计划中的主导地位。
预计在预测期内,风力发电领域的绿色氢能板块将实现最高的复合年增长率。
预计在预测期内,以风力发电为动力的绿色氢能领域将达到最高成长率。这一成长主要得益于风电成本的大幅下降,尤其是离岸风力发电的成本下降,从而实现了大规模、稳定的能源供应。风电与氢气生产的协同效应,使得有效应对电网间歇性问题,并将多余的风力发电转化为可储存的氢燃料成为可能。这项价值提案正吸引大量投资,使风能成为具有成本竞争力的绿氢能生产再生能源来源。
预计在预测期内,欧洲将占据最大的市场份额。这直接得益于其雄心勃勃且协调一致的政策框架。欧盟氢能战略和REPowerEU计画等倡议,在大量资金支持下,正催生强劲的需求。该地区拥有强大的工业基础,致力于脱碳,并积极推动跨境合作,以建立稳健的氢能基础设施。这种自上而下的策略方针,使欧洲在市场开发和应用方面处于世界领先地位。
预计亚太地区在预测期内将实现最高的复合年增长率,这主要得益于日本、韩国和澳洲等国的大规模国家战略,这些战略着眼于国内生产和国际供应链。中国在电解槽製造和可再生能源产能的巨额投资将进一步推动这一成长。该地区对氢气的强劲工业需求,以及低成本太阳能和风力发电的巨大潜力,都是推动市场扩张的强大动力。
According to Stratistics MRC, the Global Green Hydrogen Production Market is accounted for $8.2 billion in 2025 and is expected to reach $98.0 billion by 2032, growing at a CAGR of 42.4% during the forecast period. Green hydrogen production uses renewable electricity to electrolyze water, creating hydrogen with near-zero lifecycle carbon emissions. It's targeted for hard-to-decarbonize sectors like heavy industry, shipping, and long-duration energy storage. Market growth depends on falling electrolyzer costs, abundant renewable capacity, supportive policy, and development of hydrogen transport and storage infrastructure. Manufacturers, utilities, and industrial users are forming offtake and partnership agreements to build supply chains, while standards and certification schemes emerge to validate low-carbon hydrogen.
According to the IEA's Global Hydrogen Review, electrolyser manufacturing capacity doubled in 2023 to ~25 GW/yr.
Growing global focus on decarbonization and net-zero targets
Governments and corporations are actively setting net-zero emissions targets, creating a powerful regulatory and ethical imperative to replace fossil fuels. Green hydrogen, which emits only water vapor when utilized, holds a unique position in decarbonizing challenging sectors such as heavy industry, fertilizer production, and long-haul transport. This policy-driven demand is accelerating investments and fostering a favorable environment for market growth, making it a cornerstone of the clean energy transition.
High capital and operational costs of electrolyzers
The capital expenditure for electrolyzers remains high, and their operation is energy-intensive, directly linking the cost of hydrogen to renewable electricity prices. This disadvantage currently makes green hydrogen less economically competitive compared to conventional grey or even blue hydrogen. These high costs deter potential investors and end-users, slowing down project final investment decisions and scaling efforts until more affordable technology and economies of scale are achieved.
Development of large-scale green hydrogen hubs
A major opportunity lies in the strategic development of integrated green hydrogen hubs. These hubs co-locate massive production facilities with abundant renewable resources and large-scale offtakers, such as industrial clusters or export terminals. This centralized model drastically reduces costs through shared infrastructure and economies of scale. Moreover, it de-risks investments and creates entire new value chains, positioning regions as leaders in the future hydrogen economy and attracting significant public and private capital for development.
Competition from blue hydrogen
Blue hydrogen, a product of natural gas with carbon capture, poses a significant threat to the market. Blue hydrogen presents a lower-cost, low-carbon alternative in the near to medium term, leveraging existing natural gas infrastructure. This can divert investments and policy support away from green hydrogen, potentially locking in fossil fuel dependencies. For green hydrogen to prevail, it must achieve cost parity and establish its superior environmental credentials as a completely fossil-free fuel.
The pandemic initially disrupted the green hydrogen market by causing supply chain bottlenecks, construction delays, and temporary capital expenditure pullbacks. But in the end, the crisis helped the sector grow. Many global recovery packages prioritized clean energy and strategic autonomy, leading to substantial governmental stimulus and policy support specifically for green hydrogen projects. This reinforced its role in long-term decarbonization strategies, accelerating project announcements and investment timelines post-2020.
The alkaline electrolyzers (AEL) segment is expected to be the largest during the forecast period
The alkaline electrolyzer (AEL) segment is projected to hold the largest market share, a testament to its established maturity and cost-effectiveness. AEL technology is well-understood, reliable, and has a longer operational history compared to newer alternatives. Its lower capital cost makes it particularly attractive for large-scale, continuous-operation projects where absolute efficiency is secondary to overall project economics. This proven track record ensures its dominance in initial flagship projects forming the market's foundation.
The wind energy-powered green hydrogen segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the wind energy-powered green hydrogen segment is predicted to witness the highest growth rate. The rapidly falling cost of wind power, particularly from offshore wind farms, drives this growth, as they can provide massive, consistent energy output. The synergy between wind power and hydrogen production allows for effective management of grid intermittency, converting excess wind energy into storable hydrogen fuel. This value proposition is attracting significant investment, positioning wind as a key renewable source for cost-competitive green hydrogen production.
During the forecast period, the Europe region is expected to hold the largest market share, a direct result of its ambitious and coherent policy framework. Initiatives like the EU's Hydrogen Strategy and REPowerEU plan, backed by substantial funding, have created a powerful demand pull. The region possesses a strong industrial base seeking decarbonization and is actively fostering cross-border partnerships to build a robust hydrogen infrastructure. This top-down strategic approach makes Europe the current global frontrunner in market development and deployment.
During the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR, fueled by enormous national strategies in countries like Japan, South Korea, and Australia that focus on both domestic production and international supply chains. China's massive investments in electrolyzer manufacturing and renewable capacity further accelerate this growth. The region's strong industrial demand for hydrogen, combined with its vast potential for low-cost solar and wind energy, creates a powerful engine for market expansion.
Key players in the market
Some of the key players in Green Hydrogen Production Market include Air Liquide, Air Products and Chemicals, Inc., Linde plc, Siemens Energy AG, Nel ASA, ITM Power plc, McPhy Energy SA, Plug Power Inc., Bloom Energy Corporation, Engie SA, Iberdrola, S.A., Enel SpA, Orsted A/S, TotalEnergies SE, Shell plc, BP p.l.c., ACWA Power, Fortescue Metals Group Ltd, Cummins Inc., and Repsol S.A.
In October 2025, ITM Power unveiled its ALPHA-50 50-MW full-scope green-hydrogen plant standard and reported multiple FEED/project awards.
In July 2025, Siemens Energy announced an electrolyzer award to decarbonise a semiconductor manufacturer and highlighted its hydrogen electrolyzer product deployments.
In June 2025, Linde signed a long-term agreement to supply industrial gases to a world-scale low-carbon ammonia (green hydrogen feedstock) facility in Louisiana and described expanded electrolysis capabilities.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.