China regards hydrogen as a strategic“frontier technology"in which it aims tobecome a global leader. Its policy focus in the short term will be on general industrydevelopment first, greening second.
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Local policy and industry developments are already moving far beyond thenational strategy and its conservative targets,building momentum for the greenhydrogen industry.
China's push into green hydrogen will be characterized by strong state-led supportfor market creation and technology at each stage of the value chain. State-ownedenterprises and public-funded R&D centers are rushing to develop hydrogen technolo-gies with the expectation of a massive ramping up of the industry.
Driven by bullish forecasts for future demand in low-carbon hydrogen，privateenterprise is also contributing to the rapid capacity expansion in green hydrogen pro-duction equipment.
Europe's leadership in green hydrogen technology will shrink as China deepensits innovation capacities and strengthens its price competitiveness.The countryalready accounts for a third of global electrolyzer manufacturing capacity and willbecome more competitive as it scales up production.
Despite a surge in resources dedicated to hydrogen R&D,China remains behindEurope, the United States,and Japan in advanced technological capabilities. Indus-try experts in China estimate it will take at least five years before domestic technologycatches up to global industry leaders.
European companies engage with Chinese firms as suppliers as well as R&D andjoint-venture partners. The benefits for the European side should be weighed againstthe risks associated with accelerating the development of Chinese manufacturers.
发表于 2022-7-16 11:08:49
