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市場調查報告書
商品編碼
1856839
氫能經濟市場預測至2032年:按技術、應用、最終用戶和區域分類的全球分析Hydrogen Economy Market Forecasts to 2032 - Global Analysis By Technology (Hydrogen Production Technologies, Hydrogen Conversion Technologies, Hydrogen Storage Technologies and Hydrogen Delivery Technologies), Application, End User and By Geography |
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根據 Stratistics MRC 的數據,預計到 2025 年,全球氫能經濟市場規模將達到 2,628 億美元,到 2032 年將達到 4,960.5 億美元,預測期內複合年成長率為 9.5%。
氫能經濟概念設想將能源結構重大轉型,轉向使用氫能作為清潔、靈活且可再生的能源來源。其目標是減少對石化燃料的依賴,降低二氧化碳排放,並提高能源韌性。氫氣可以透過可再生能源驅動的水電解或天然氣重整併結合碳捕獲技術來獲得。氫氣可透過燃料電池應用於交通運輸、工業生產、電力供應和暖氣等領域。儘管基礎設施、儲存和經濟方面仍存在挑戰,但技術創新和政策支援正在加速氫能的發展。氫能的廣泛應用可望徹底改變全球交通運輸、工業流程和能源生產方式。
據日本經濟產業省(METI)稱,日本計劃在 2030 年將氫氣供應量增加到 300 萬噸,到 2050 年增加到 2000 萬噸,重點是部署氨共燃燒、移動旅行和燃料電池。
對清潔能源的需求日益成長
全球對永續能源日益成長的需求是氫能市場發展的關鍵驅動力。不斷增強的環保意識、減少排放的努力以及逐步淘汰石化燃料的趨勢,都推動了人們對氫能作為清潔能源的興趣。氫能的適應性使其能夠應用於交通運輸、發電和工業領域,從而促進向低碳能源的轉型。都市化、工業成長和不斷成長的能源需求,都促使人們尋求環境友善解決方案。支持可再生能源和脫碳的政策將有助於氫能的推廣應用。隨著永續性成為各國政府、企業和消費者的首要任務,氫能正成為建構更綠色、更具韌性、低排放氣體能源體系的重要組成部分。
高昂的製造成本
氫能經濟面臨的一大挑戰是氫氣生產成本高。利用可再生動力來源取的綠色氫氣,其成本遠高於傳統石化燃料。專用設備、高能耗製程以及昂貴的催化劑都推高了生產成本。此外,由於缺乏大規模生產,氫氣無法實現規模經濟,這使得氫氣對企業和終端用戶缺乏經濟吸引力。這一成本壁壘限制了氫氣的普及,尤其是在市場開發階段。除非透過創新技術、大規模生產技術和更有效率的製程降低成本,否則氫氣的經濟可行性仍將是阻礙其廣泛應用和融入全球能源體系的關鍵障礙。
交通運輸領域的擴張
交通運輸業為氫能經濟提供了巨大的成長潛力。氫燃料電池為汽車、巴士、卡車、火車和船舶提供清潔、零排放的能源來源。各國政府和汽車製造商不斷加大投資,旨在遵守排放法規並實現永續性目標。隨著加氫基礎設施的擴展,氫燃料電池在重型車輛和遠距運輸領域的應用有望進一步成長。這種轉變將減少對石化燃料的依賴,降低環境污染,並為燃料電池製造商、汽車製造商和相關技術公司創造新的商機。總而言之,交通運輸產業是拓展氫能應用、加速其在永續交通領域發揮作用的關鍵槓桿。
與替代能源的競爭
氫能經濟的發展正受到包括電池電動車系統、生質燃料和其他可再生能源解決方案在內的替代能源技術的威脅。電動車和儲能技術的成本不斷下降,基礎設施也已完善,這使其在與氫能的競爭中佔據優勢。低碳替代能源無需專門的氫能網路即可滿足工業和交通運輸的能源需求。這種競爭可能會限制對氫能計劃的投資,並降低相關人員的信心。為了取得成功,氫能必須在效率、擴充性和靈活性方面證明其優勢。如果氫能不能脫穎而出,其普及速度可能會放緩,市場潛力可能會降低,其成為主流低排放能源解決方案的進程也可能會延緩。
新冠疫情導致工業活動和能源需求下降,暫時擾亂了氫能經濟市場,造成供應鏈延誤和計劃停滯。與氫能基礎設施相關的建設、製造和運輸環節均受到干擾,影響了投資和營運進度。然而,這場危機凸顯了建構永續和韌性能源系統的必要性,並促使各國政府和企業在疫情後的復甦計畫中優先發展清潔能源。財政獎勵策略和綠色能源獎勵為氫能計劃提供了支持,抵消了短期挫折。從永續,疫情強化了氫能作為低排放能源解決方案的戰略重要性,並加速了人們對永續和韌性能源未來的認知和應用。
預計在預測期內,出行和交通運輸領域將成為最大的細分市場。
由於氫燃料電池汽車(包括轎車、巴士、卡車和火車)的日益普及,預計在預測期內,出行和交通運輸領域將佔據最大的市場佔有率。政府和私人企業的投資旨在實現排放目標和永續出行目標。燃料電池技術的進步、加氫基礎設施的擴展以及人們對氫能環境效益日益成長的認知,都推動了這一成長。氫能因其適用於重型車輛和遠距運輸而備受關注。因此,旅遊和交通運輸領域在市場佔有率方面處於領先地位,並在加速氫能解決方案的普及、商業化和全球整合方面發揮關鍵作用。
預計在預測期內,行動出行OEM細分市場將以最高的複合年成長率成長。
預計在預測期內,移動出行OEM細分市場將達到最高成長率,這主要得益於氫燃料電池車的加速普及。汽車、巴士和卡車製造商正大力投資研發、生產和部署,以滿足排放法規要求並促進永續旅行。氫氣加註基礎設施的擴展、燃料電池技術的進步以及政府的支持進一步推動了氫燃料電池汽車的普及。策略聯盟和試點計畫使OEM廠商能夠快速滲透市場。因此,移動出行OEM細分市場正在推動創新、市場擴張和氫動力交通解決方案的廣泛應用,其成長速度超過氫能經濟中的任何其他細分市場。
在政府支持、快速工業成長以及對永續能源解決方案的大量投資的推動下,亞太地區預計將在預測期內佔據最大的市場佔有率。包括日本、韓國和中國在內的主要經濟體在氫氣生產、燃料電池應用和基礎設施擴建方面處於領先地位,以實現能源安全和排放目標。該地區對交通運輸、工業應用和可再生能源整合的重視顯著推動了氫氣需求。戰略政策、技術創新和公私合作進一步加速了氫氣的普及應用。因此,亞太地區引領全球氫能經濟,在促進技術創新、拓展商業應用以及推動氫氣在各領域的廣泛應用方面發揮關鍵作用。
在有利的法規、雄心勃勃的氣候目標以及對氫能技術的大規模投資的推動下,預計歐洲在預測期內將呈現最高的複合年成長率。德國、法國和荷蘭等主要國家正在推動綠色氫氣生產、燃料電池應用和可再生能源併網。該地區對清潔交通、工業脫碳和能源轉型的承諾,為市場發展創造了有利環境。策略合作、技術創新和財政獎勵進一步促進了市場擴張。因此,歐洲將迅速普及氫能解決方案,成為全球氫能經濟和低碳能源計劃的關鍵中心。
According to Stratistics MRC, the Global Hydrogen Economy Market is accounted for $262.80 billion in 2025 and is expected to reach $496.05 billion by 2032 growing at a CAGR of 9.5% during the forecast period. The concept of a hydrogen economy envisions a major transition toward using hydrogen as a clean, adaptable, and renewable energy source. Its goal is to cut reliance on fossil fuels, reduce carbon emissions, and improve energy resilience. Hydrogen can be derived from renewable-powered water electrolysis or natural gas reforming with carbon capture. It finds use in fuel cell transportation, industrial applications, electricity supply, and heating. Although infrastructure, storage, and economic challenges persist, innovation and policy support are accelerating its development. Broad implementation of hydrogen has the potential to transform global transportation, industrial processes, and energy production.
According to the Japan Ministry of Economy, Trade and Industry (METI), Japan plans to increase its hydrogen supply to 3 million tonnes by 2030 and 20 million tonnes by 2050, with a focus on ammonia co-firing, mobility, and fuel cell deployment.
Rising demand for clean energy
The escalating global need for sustainable energy is a key driver of the hydrogen market. Growing environmental awareness, emission reduction commitments, and the move away from fossil fuels have heightened interest in hydrogen as a clean energy carrier. Its adaptability allows applications in transport, electricity generation, and industry, facilitating the transition to low-carbon energy. Urbanization, industrial growth, and rising energy demands increase the necessity for eco-friendly solutions. Supportive policies promoting renewables and decarbonization reinforce hydrogen adoption. As sustainability becomes a priority for governments, businesses, and consumers, hydrogen positions itself as a vital component in creating a greener, more resilient, and low-emission energy landscape.
High production costs
A major challenge facing the hydrogen economy is the high expense of hydrogen generation. Green hydrogen, created via electrolysis powered by renewable energy, is significantly costlier than traditional fossil fuels. Specialized equipment, energy-intensive procedures, and expensive catalysts drive production costs upward. Additionally, the lack of large-scale manufacturing prevents economies of scale, making hydrogen less financially appealing for businesses and end-users. This cost barrier limits adoption, especially in developing markets. Until innovative technologies, mass production techniques, and more efficient processes reduce expenses, hydrogen's economic feasibility remains a key obstacle to widespread deployment and integration in the global energy framework.
Expansion in transportation sector
The transportation industry offers substantial growth prospects for the hydrogen economy. Hydrogen fuel cells provide a clean, zero-emission energy source for cars, buses, trucks, trains, and ships. Increasing investments by governments and automakers aim to comply with emission regulations and achieve sustainability targets. As hydrogen refueling infrastructure expands, adoption in heavy-duty and long-range transportation is likely to increase. This shift reduces reliance on fossil fuels, decreases environmental pollution, and opens new business opportunities for fuel cell producers, vehicle manufacturers, and related technology firms. Overall, the transportation sector represents a pivotal avenue for expanding hydrogen applications and accelerating its role in sustainable mobility.
Competition from alternative energy sources
The growth of the hydrogen economy is threatened by alternative energy technologies, including battery-electric systems, biofuels, and other renewable energy solutions. Falling costs and well-established infrastructure for electric vehicles and energy storage give them a competitive edge over hydrogen. Low-carbon alternatives can meet industrial and transport energy requirements without specialized hydrogen networks. This competition may limit investment in hydrogen projects and diminish confidence among stakeholders. To succeed, hydrogen must prove advantages in efficiency, scalability, and flexibility. If it fails to stand out, hydrogen adoption could slow, reducing its market potential and delaying its establishment as a mainstream, low-emission energy solution.
The COVID-19 pandemic temporarily disrupted the hydrogen economy market due to reduced industrial activity and energy demand, causing supply chain delays and project slowdowns. Construction, manufacturing, and transportation related to hydrogen infrastructure faced interruptions, impacting investment and operational timelines. Nevertheless, the crisis underscored the need for sustainable, resilient energy systems, prompting governments and industries to prioritize clean energy in post-pandemic recovery plans. Financial stimulus packages and green energy incentives supported hydrogen projects, offsetting some short-term setbacks. In the long term, the pandemic reinforced the strategic importance of hydrogen as a low-emission energy solution, accelerating awareness and adoption efforts for a sustainable and resilient energy future.
The mobility & transportation segment is expected to be the largest during the forecast period
The mobility & transportation segment is expected to account for the largest market share during the forecast period, driven by the rising deployment of hydrogen fuel cell vehicles, including cars, buses, trucks, and trains. Investment from governments and private enterprises aims to achieve emission reduction goals and sustainable mobility targets. Growth is supported by advancements in fuel cell technology, expansion of hydrogen refueling infrastructure, and increasing recognition of environmental advantages. Hydrogen's suitability for heavy-duty and long-range transport further enhances its prominence. As a result, the mobility and transportation segment leads in market share, playing a crucial role in accelerating the adoption, commercialization, and global integration of hydrogen-based energy solutions.
The mobility OEMs segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the mobility OEMs segment is predicted to witness the highest growth rate, fueled by the accelerated introduction of hydrogen fuel cell vehicles. Car, bus, and truck manufacturers are heavily investing in R&D, production, and deployment to comply with emission standards and promote sustainable mobility. Expansion of hydrogen refueling infrastructure, technological improvements in fuel cells and government support further boost adoption. Strategic collaborations and pilot programs allow OEMs to penetrate markets quickly. Consequently, the mobility OEMs segment leads in growth momentum, driving innovation, market expansion, and widespread adoption of hydrogen-powered transportation solutions more rapidly than any other sector within the hydrogen economy.
During the forecast period, the Asia Pacific region is expected to hold the largest market share, propelled by government support, rapid industrial growth, and significant investments in sustainable energy solutions. Leading nations, including Japan, South Korea, and China, are at the forefront of hydrogen production, fuel cell implementation, and infrastructure expansion to meet energy security and emission reduction objectives. The region's emphasis on transportation, industrial applications, and renewable energy integration drives substantial hydrogen demand. Strategic policies, technological innovations, and public-private collaborations further accelerate adoption. As a result, Asia-Pacific leads the global hydrogen economy, playing a pivotal role in promoting innovation, scaling commercial applications, and advancing widespread utilization of hydrogen across diverse sectors.
Over the forecast period, the Europe region is anticipated to exhibit the highest CAGR, fueled by supportive regulations, ambitious climate targets, and major investments in hydrogen technologies. Leading countries, including Germany, France, and the Netherlands, are advancing green hydrogen production, fuel cell utilization, and renewable energy integration. The region's commitment to clean transportation, industrial decarbonization, and energy transition fosters a favorable environment for market development. Strategic collaborations, technological innovation, and financial incentives further drive expansion. As a result, Europe is set to experience rapid adoption of hydrogen solutions, positioning itself as a pivotal center for the global hydrogen economy and low-carbon energy initiatives.
Key players in the market
Some of the key players in Hydrogen Economy Market include Plug Power, Cummins, Air Products, Air Liquide, Linde, Hazer Group, Pure Hydrogen, Nel ASA, Toyota, Siemens Energy, ITM Power, Ballard Power Systems, McPhy Energy, Hydrogenics Corporation and ENGIE.
In July 2025, Plug Power has secured a new hydrogen supply agreement from a US-based industrial gas partner until 2030. This enhanced multi-year contract ensures reliable hydrogen for Plug's expanding applications business while aiming to reduce costs and improve cash flows.
In June 2025, Air Liquide announced a new industrial gas production facility in Singapore. In the framework of the long-term agreement, large volumes of ultra high purity nitrogen, oxygen, argon and other gases will be supplied to VisionPower Semiconductor Manufacturing Company (VSMC), the joint venture formed by Vanguard International Semiconductor Corporation and NXP Semiconductors N.V.
In June 2025, Linde announced it has signed a new long-term agreement with Blue Point Number One, a joint venture between CF Industries, JERA and Mitsui & Co. Under the terms of the agreement, Linde will supply industrial gases to Blue Point's 1.4 million metric tons low-carbon ammonia plant in Ascension Parish, Louisiana.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.