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Page 1/31 Table_Main?Table_Invest 2024.04.22 Table_Author S0950523070002 caizihaow S0950523070001 18373169614 Table_PicQuote 2024/4/19 Wind Table_DocReport(2024/4/19)24 4(2024/4/18)24 3(2024/4/8)24 3(2024/3/20)3(2024/3/18)(2024/3/13)24 2(2024/3/6)(2024/2/27)(2024/2/26)24 2(2024/2/21)2022 9500 2050 5 8 1%2030 2000 1 LOHC 2 3/ETC 20%30%-39%-30%-21%-13%-4%5%2023/5 2023/8 2023/10 2024/1 300Table_First|Page 2/31 Table_Page 2024 4 22.4.4.6.7.8.13.22.27.29 1.4 2 2050.4 3.5 4.5 5 2022-.6 6 2022-.6 7.6 8 Onsite.8 9(Onsite).8 10.8 11 2030.9 12.9 13.10 14 30/.11 15 10000km/kg H2.12 16.12 17-/.13 18.13 19.14 20.15 21 km 2025-2031.16 22/km.16 23/kg.16 24-.17 25.17 26.18 27.19 28.19 29:/.20 1ZCXuNtOoNrQpRpMqNpQpObR8Q8OsQnNoMnRkPrRqMjMpNnP7NoPmNwMsRuMMYnQtR Page 3/31 Table_Page 2024 4 22 30 20/kg.21 31.21 32 10/kg.22 33/.22 34.22 35.23 36.23 37.23 38 2024.2.23 39.24 40.24 41.24 42.24 43.25 44.25 45 2022.26 46.26 47.27 48.27 Page 4/31 Table_Page 2024 4 22 2050 58 2022 9500 3%IEA 2023 9500 4200 5300 3300 1500 500 DRI IEA 2030 1.5 40%2050 5.27 2050 7.98 1 IEA,2 2050 KPMG,IEA,BNEF IRENA 2060 8580 89.5%2022 4004 2060 2060 8580 2030 2035 300 1188 2060 7680 89.5%0204060801001201401602019 2020 2021 2022 2030NZE DRI 7.984.573.234.042.02 2.04 2.070123456789 IEA 绿氢 蓝氢iwJu1JcVu/nkPiOm/BoN1ciCYydMK33bsDsO0TSEcfacfqmiv2E9xTEEgXv+Kgpp Page 5/31 Table_Page 2024 4 22 3,4 2060,99%1%2022 58.9%20.0%16.3%3.3%1.5%IEA 2022 62%21%16%0500100015002000250030003500400045002012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 Page 6/31 Table_Page 2024 4 22 5 2022-6 2022-IEA,2030 2000/1000 1000,2000 2022 20%1.12 4.2 7 2020 2020-2024 6GW 100 2025-2030 40GW 1000 2022 REPow erEU 2030 1000 1000 2020 DOE 2002 2004 2021 Hydrogen Shot 2030 1/2023 Strategy and Roadmap 2030 1000/2040 2050 2000/5000/2017 2030 300 2022 2022/2023 2030 300/2050 2000/2040 1200 62%21%16%+CCUS1%0%0%59%20%16%3%2%Page 7/31 Table_Page 2024 4 22 2022 2025 10-20/100-200/2030 2035 2023 15 57 2030 2050 3000/2020 2024 2021 2025-2035 2035 200 1200 2050 1500-5000 2023 2031 140/100 40 2031 270/60/2021-2035 400 2022 2030 1100 REPower EU,0 1 Page 8/31 Table_Page 2024 4 22 8 Onsite 9(Onsite)IEA,IEA,7 2030 2023 2026 financial investment decision(FID)10 European Hy drogen Backbone-implement roadmap,5000km 200km5000km(200km)Prakash Sharma Page 9/31 Table_Page 2024 4 22 2-4 BNEF 2030 3/kg 11 2030,2030 300 2030 300-9000km LOHC 12 IRENA Page 10/31 Table_Page 2024 4 22 13,1 2019 12 Suiso Frontier 2022 1 Suiso Frontier+CCUS Suiso Frontier 116 8000 1250 75 1-253 2 0.1%1%3 30 0.1t/d 770t/d 5t/d 1000t/d 2500 32 Page 11/31 Table_Page 2024 4 22 14 30/,Suiso Frontier 2022 1 Suiso Frontier 2030 2 LOHC MCH MCH N-MCH MCH M CH MCH MCH MCH 2019 11 2020 MCH MCH MCH MCH 35%-40%MCH MCH ENE OS MCH MCH Akihiko Fukunaga SOFC MCH 3 2020 2022 2023-33 60%10000km 260/t 1.46/kg H2 10000km 17/kg H2 Page 12/31 Table_Page 2024 4 22 15 10000km/kg H 2-,REPower EU 1000 40%16 IEA,LOHC 2.53 8-051015202530/Page 13/31 Table_Page 2024 4 22 17-/IEA,18 IEA,Page 14/31 Table_Page 2024 4 22 19 IEA,2000 6 A B C D E Page 15/31 Table_Page 2024 4 22 20 European hy drogen backbone,8001430 5000 km 2025-2031 31060km 2040 53000km 40%60%180440/km 8001430 26%74%A B D E C Page 16/31 Table_Page 2024 4 22 21 km 2025-2031 22/km European hy drogen backbone,European hy drogen backbone,EHB European Hydrogen Backbone 100km 0.080.16/kg 0.0110.021/kg 7.8 100km 0.130.25/kg 0.0170.032/kg 7.8 23/kg European hy drogen backbone,LOHC 3000km 48-inch 0.40.5/kg 3/kg 11592869 2912655269519412135805000100001500020000250002025 2026 2027 2028 2029 2030 203100.050.10.150.20.250.3 low high medium Page 17/31 Table_Page 2024 4 22 24-IEA,400 2023 6 1850km 1.7 km 2023 400 25 km)mm)Mpa)/1-32 325 4 4 2-42 457 4 4.42 3-25 508 4 10 4 5.77 200 2.5 0.75 5-164.7 508 4 10 6-362.6 610 6.3 10,50 7-180 610 4 20 8-202.2 610 6.3 15,50 9-197 508 4 12.7 10-736.5 610 6.3 35.8 11 7.8-10/12 13000 6101016 6.3/2050 Page 18/31 Table_Page 2024 4 22 13 3022 457813 46.3/2040 14 975 114.3813 6.3/2040,1/kg 2015-584/km 1/kg 26 100km 0.080.16/kg 60%10/-4/SoutH2 Corridor 3300km 400/Central European Hydrogen Corridor(CEHC)1225km 150/144GWh/d 00.511.522.533.544.55100 200 300 400 500 600 700 800 900 1000/kg/kg/kg/kg Page 19/31 Table_Page 2024 4 22 27 11 km 10%-20%3.5%-7.6%0.3-0.8/km 20%3%3%2023 24%10%1%2%4%5%6%10%2%10%28 CGA-5.6 Hydrogen Pipeline System 3%24%10%10%6%5%4%2%2%1%00.050.10.150.20.250.3 Page 20/31 Table_Page 2024 4 22 10%X52 API 5LA API 5LB X42 X46 4Mpa 20%X70 X80 3%2%3 1.74 101.325kpa 0 0.089g/L 0.717g/L,20%2022 9 30%54 30%1.8 LNG 1/3 1/3 LNG 2022-2023 2/20%0.8/9.0/kg 20/kg 10 80%7/kg(1/kg)29:/wind,11.21.41.61.822.22.42.62.832013-082014-012014-062014-112015-042015-092016-022016-072016-122017-052017-102018-032018-082019-012019-062019-112020-042020-092021-022021-072021-122022-052022-102023-032023-082024-01 Page 21/31 Table_Page 2024 4 22 30 20/kg 10/kg LNG LNG LNG 5 4742/3.4/1.14/12.7/kg,10/kg LNG 31 wind,01000200030004000500060007000800090002013-122014-052014-102015-032015-082016-012016-062016-112017-042017-092018-022018-072018-122019-052019-102020-032020-082021-012021-062021-112022-042022-092023-022023-072023-12:/Page 22/31 Table_Page 2024 4 22 32 10/kg 200KM 20Mpa 300 400 1%2%20Mpa 30Mpa 64%82%93%200km 9.6/kg 6.7/kg 20MPa 45MPa 33/34 H2station,3822782386255054590100200300400500600700 5Mpa 7Mpa 20Mpa 30Mpa0510152050 100 150 200 250 300 350 40020Mpa 30Mpa 50Mpa Page 23/31 Table_Page 2024 4 22 35 Mpa mm(m3)H2 kg(kg 11 I 20 559 2.135 11 347 32747 7 I 20 715 3.71 7 413 34363 12 II 20 591 2.585 12 458 30058 8 II 20 715 4.2 8 495 27207,/H2station 2023 921 724 197 2024 2 474 283 36 37 H2station,H2station,38 2024.2,IEA 2023 7.8 6.3+0.8+0.7 2023 5843 5543 020040060080010002016 2017 2018 2019 2020 2021 2022 2023 0204060801001202016 2017 2018 2019 2020 2021 2022 2023,283,60%,152,32%,39,8%Page 24/31 Table_Page 2024 4 22 39 40 IEA,Wind,2024 3 1 E TC 20 2.138/km 171 41 110 37 0 2.9 110 37 0.2 0.2 4 4 30 45 270 200 15 8 0 0.14 171 171 72 72 562.2 500.34 672.2 537.34 501.2-,I II III IV 42 I II III IV/Mpa 17.5-20 26-30 30-70 30-70 010002000300040005000600070002018 2019 2020 2021 2022 2023 Page 25/31 Table_Page 2024 4 22()15 15 20 20 kg/L 0.9-1.3 0.6-1.0 0.35-1.0 0.3-0.8,I II 35Mpa III 70 MPa III IV Mirai 43,I II 44,35MPa III 70MPa IV 32%TOP3 61%35%4%Page 26/31 Table_Page 2024 4 22 67.6%45 2022,46,Page 27/31 Table_Page 2024 4 22 47,70%50%PDC 30%101 48 101 1t/d 1996 101 1t/d 2008 1t/d 2012 2.5t/d 2014 101 1.7t/d 90%2021 1.5t/d 2022 1.5t/d 2022,101 2021 90%1.7/2.3/2016 66%34%0%Page 28/31 Table_Page 2024 4 22 2022 1.5TPD 2023 1.5t/d 10-30/TPD 12kWh/kgLH2 2023 10 40 300m3 300 4700 2023 2.5 20%30%FCP RTP 70 Mpa 2008 2016 2023 70Mpa IV 2006 2020 HEXAGON PURUS IV 70Mpa IV 6.1wt%2025 5.5wt%70%50%PDC 30%Page 29/31 Table_Page 2024 4 22 1.2.3.Page 30/31 Table_Page1 2024 4 22()i ii iii iv v 6 12 6 12 A 300 500 20%5%20%-10%5%-10%6 10%-10%10%-10%“”“”/69 A 2208 3165 23 9 4 603 200120 518035 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