CITIC Securities: Anticipated Breakthroughs in Hydrogen-Electricity Coupling and Industrial Carbon Reduction by 2026, with Hydrogen-Based Green Fuels on a Fast Track
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According to a research report from CITIC Securities, as we look forward to the "15th Five-Year Plan" period, hydrogen energy, recognized as a key industry for the future, is expected to witness a significant boost in its policy status. The report predicts that by 2026, the hydrogen energy sector will make notable strides in areas such as hydrogen-electricity integration and industrial carbon emission reduction. Fuel Cell Electric Vehicles (FCEVs) and hydrogen-based green fuels are projected to experience robust growth. With the expansion of downstream applications and a surge in demand for green hydrogen, economies of scale are likely to reduce the costs associated with infrastructure and green hydrogen supply throughout the industrial chain. This will create a beneficial cycle of "cost reduction leading to volume increase," thereby laying the groundwork for the full-scale industrialization of hydrogen energy.