全球新能源的希望:未必是光伏,而是氢

MEIYINMEILINRENWEI,QINGJISHUZHENGYUELAIYUEJIEJINZHULIUSHIYONGDELINJIEDIAN,YUJIDAO2050NIANQINGNENGYUANSHICHANGFENEJIANGMENGZENG6BEI,CHANSHENG2.5WANYIMEIYUANDEZHIJIESHOURU,SHICHANGQIANLIGAODA11WANYIMEIYUAN。

MEIYINMEILINRENWEI,QINGJISHUZHENGYUELAIYUEJIEJINZHULIUSHIYONGDELINJIEDIAN,YUJIDAO2050NIANQINGNENGYUANSHICHANGFENEJIANGMENGZENG6BEI,CHANSHENG2.5WANYIMEIYUANDEZHIJIESHOURU,SHICHANGQIANLIGAODA11WANYIMEIYUAN。

BUZHISHIGUANGFU,YUZHOUZHONGZUIQING、YESHIHANLIANGZUIFENGFUDEYIHAOYUANSU——QING,KENENGSHIWEILAIQUANQIUXINNENGYUANDEXIWANG。

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MEIYINMEILINHaim IsraelZUIXINFABUDEYANBAOCHENG,QINGKEYIMANZUQUANQIUNENGYUANXUQIU,WEIQICHETIGONGRANLIAO、WEIJIATINGGONGNUAN,BINGBANGZHUYINGDUIQIHOUBIANHUA,YUJIDAO2050NIAN,SHICHANGFENEJIANGMENGZENG6BEI,CHANSHENG2.5WANYIMEIYUANDEZHIJIESHOURU,JIANJIEJICHUSHESHISHICHANGQIANLIGAODA11WANYIMEIYUAN。

MEIYINMEILINRENWEI,MUQIANQINGJISHUYIJINGCUNZAILEJISHINIAN,DANHAIMEIYOUDADAOZHULIUSHIYONGDELINJIEDIAN,WEILAIJINGJI、KEJI、HUANJINGSANDALINGYUFAZHANDERONGHE,JIANGSHIDEZHEIZHONGQINGKUANGFASHENGGAIBIAN:

一、用于生产绿色氢的电解槽和可再生能源成本下降

MEIYINMEILINSHUJUXIANSHI,YONGYUSHENGCHANLVSEQINGDEDIANJIECAOHEKEZAISHENGNENGYUANCHENGBENZAIGUOQU5NIANZHONGYIXIAJIANGLE50%。

GAIXINGYUJI,WEILAISHINIANNEI,ZHEIYICHENGBENJIANGJINYIBUXIAJIANG60%ZHI90%。

二、燃料电池和电解槽技术的改进

为什么是现在开始对绿色氢予以重视?美银美林表示,就像2007年智能手机所处的大环境一样,如今“互联网+”再次出现了,有望使得氢利用的效率和灵活性大大提高。

MUQIANQINGQIKAIFAHAIBUSHIYIGELVSEGONGYE——MUQIAN99%DEQINGQISHIYOUHUASHIRANLIAOZHIZAODE,BIZHENGGEHANGKONGYEDEPAIFANGLIANGHAIYAODUO,ERQINGQIFADIANDEXIAOLVZHIYOU16%。MEIYINMEILINBIAOSHI,DAO2030NIAN,LVSEQINGDECHENGBENXUYAOXIAJIANG85%,CAINENGYUHUASHIRANLIAOYANSHENGDEQINGJINGZHENG。

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三、全球关注脱碳和可持续发展,扩大潜在终端市场

YUELAIYUEDUODEGUOJIAQIANSHULEDAO2050NIANSHIXIANTANLINGPAIFANGDEJUYOUFALVYUESHULIDECHENGNUO,MEIYINMEILINRENWEI,YAOSHIXIANZHEIYIMUBIAO,WEIYIKEXINGDEQINGJIEFENZIJIUSHIQING。

KEZAISHENGNENGYUANFADIANBUNENGWANQUANSHIXIANTUOTAN,MUQIANQUANQIURENGRANYOU80%DENENGYUANLAIZIHUASHIRANLIAOERFEIKEZAISHENGNENGYUAN,ERLVSEQINGKENENGSHIDUIKANGQUANQIUBIANNUANDEGUANJIAN。

MEIYINMEILINYUJI,DAO2050NIAN,LVSEQINGJIANGWEIWOMENTIGONG24%DENENGYUANXUQIU,BANGZHUJIANSHAO30%DEPAIFANG。

SHEISHISHOUYIZHE?

MEIYINMEILINBIAOSHI,DUIYUNEIXIEWUFALIYONGKEZAISHENGNENGYUANFADIANSHIXIANTUOTANDEXINGYE,QINGJIANGCHANSHENGZUIDADEYINGXIANG。

YOUYUDAO2050NIAN,LVSEQINGSHENGCHANSUOXUDEKEZAISHENGCHANNENGJIANGZENGZHANG10BEI,QINGQIJISHUGONGYINGSHANGHEKEZAISHENGNENGYUANGONGYONGSHIYEYABOappGUANWANGJIANGCHENGWEISHOUYIZHE。

GONGYETIANRANQIHEHUAGONGXINGYEYINGHUIZAIZHEIZHONGNENGYUANGONGYINGHEZITUOTANZHONGHUODEFENE。QITADIANQIHUABUNENGJIEJUEWENTIDEXINGYE,RUGANGTIE、GONGNUANHEJIAOTONG,KEYIZHUANXING。

XIANGBIZHIXIA,SUIZHEZHONGDUANSHICHANGDEZHUANXING,HUASHINENGYUANDEXUQIUJIANGHUIXIAJIANG,LIRU,RUGUODAO2050NIANGONGLUYUNSHUWANQUANZHUANXING,SHIYOUXUQIUJIANGHUIZAIXIAJIANG20%。


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