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所属报告:
氢能行业专题报告:绿氢放量在即电解槽有望率先受益-230427(25页).pdf
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行业数据
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fCDkvIHkuJrlkI3np7AgICAgIHwg5Ye65Y+j5oOF5Ya1IHwKfC0tLS0tLS0tLS0tLS0tfC0tLS0tLS0tLS18Cnwg6ICD5YWL5Yip5bCU56ue56uLIHwgNjQwLjAgICAgfAp8IOaYjumYs+awouiDvSAgICAgfCAyMjUuMCAgICB8Cnwg5a6J5oCd5Y2TICAgICAgIHwgMjUuMCAgICAgfAp8IOWPjOiJr+awouiDvSAgICAgfCAyMC4wICAgICB8Cnwg6ZqG5Z+65rCi6IO9ICAgICB8IDIwLjAgICAgIHwKfCDmtL7nkZ7msKLog70gICAgIHwgNy44ICAgICAgfAp8IOeos+efs+awouiDvSAgICAgfCAxLjMgICAgICB8CgrotYTmlpnmnaXmupDvvJrjgIrkuK3lm73msKLog73kuI7nh4PmlpnnlLXmsaDkuqfkuJrlj5HlsZXnoJTnqbbmiqXlkYoyMDI044CL
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行业数据
2026-04-23
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fCDlubTku70gICB8IOeUteino+anveijheWkh+S6p+iDve+8iEdXL3nvvIkgfAp8LS0tLS0tLS18LS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLXwKfCAyMDIzICAgfCAyNy4yICAgICAgICAgICAgICAgICAgICB8CnwgMjAyNCAgIHwgNDcuNyAgICAgICAgICAgICAgICAgICAgfAp8IDIwMjUgICB8IDYzLjI0ICAgICAgICAgICAgICAgICAgIHwKfCAyMDI2RSAgfCB+NzQuNiAgICAgICAgICAgICAgICAgICB8CgrotYTmlpnmnaXmupDvvJrlm77ooajmiYDnpLrmlbDmja4=
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行业数据
2026-04-23
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2030年各国电解槽产能目标[GW】
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行业数据
2026-04-21
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中性情形下,预计我国2030年绿氢销售市场空间达762亿元,26-30年我国年均电解槽市场空间为193亿元
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行业数据
2026-03-18
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国内企业电解槽中标量情况(2025年)
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行业数据
2026-03-10
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2023-2025年,中国能建氢电解槽集采价格持续下降,累计降幅约30%
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行业数据
2026-03-09
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国内制氢电解槽出货量和订单量(单位:GW)
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行业数据
2026-03-09
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中性情形下,预计我国2030年绿氢销售市场空间达762亿元,26-30年我国年均电解槽市场空间为193亿元
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行业数据
2026-03-09
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2025年国内电解槽招标量累计达到2.3GW
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行业数据
2025-12-15
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2025年电解槽企业中标绿氢项目份额(%)
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竞争格局
2025-12-15
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图表:2023年中国制氢电解槽企业市场份额(按市场订单)
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竞争格局
2025-12-12
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图22、国内电解槽市场
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行业数据
2025-12-08
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图23、2024年TOP10企业电解槽招中标量
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行业数据
2025-12-08
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使用中国的低售价电解槽降本效果有限
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行业数据
2025-11-10
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[tab产le_业pa研g究e] 专题报告 电解槽市场空间巨大未来几年有望翻倍增长,设备厂商率先受益。根据中氢博创数据,2022 年全球电解槽市场出货量达到 1GW,中国碱性电解水制氢设备的出货量约 776MW,电解槽总出货量在 800MW 左右,在 2021 年基础上实现翻番。展望未来,氢能作为清洁能源,应用占比将逐步提升,预计 2025 年全球绿氢占比有望达到 1%,绿氢需求量有望达到近百万吨,对应电解槽需求超过 10GW;碱性电解槽占据目前主要市场,22 年国内 95%以上是碱性,国外碱性和 PEM 价差较小,PEM 技术成熟,存在一定应用,预计到 2025 年碱性电解槽与 PEM 电解槽占比各半。2025 年全球电解槽市场有望超过 500 亿以上的市场规模,
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氢能行业专题报告:绿氢放量在即电解槽有望率先受益-230427(25页).pdf
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煤气化、天然气、碱性电解水、PEM电解水制氢成本测算及对比
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