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|2023 02 20/2022 3 2021-2035 2023 1()8k-9k 90%IEA 2030 2 70%GW ALK PEM 2021 2022 2022 1.5GW 700MW ALK PEM SOEC ALK PEM SOEC AEM 1000Nm3/h 昇 21EPS 22EPS 23EPS 22PE 23PE PB 43.4 1.7 2.0 2.6 22 16 6 112.2 1.1 2.1 3.7 52 30 10 11.3 1.0 0.9 1.1 13 10 1 16.4 0.2 1 8.4 0.5 0.4 0.6 21 15 1 12.1 0.2 0.6 1.1 19 11 3 25.3 1.6 1.8 2.2 14 11 2 4.6 0.2 1 昇 13.9 0.4 2 wind%293 6.0 66413 8.0 53051 7.5%1m 6m 12m 5.0-5.8 16.2 7.5-1.4 29.1 1 71 2023-02-14 2 2023-02-07 3 2023-02-06 S1090515050001 S1090521070003 S1090519120001-40-2002040Feb-22 Jun-22 Sep-22 Jan-23(%)电力设备及新能源 沪深300 8 2“”.4.7 1.7 2.8 PEM.10 1.10 1.1.11 1.2 PEM.11 1.3 SOEC AEM.13 2.13.15 1.4 2.4 3 kWh.4 4 kWh.5 5.5 6.7 7.7 8.7 9.7 10.8 11 2030.8 12 MW.9 13.9 14.9 15 kg CO2/kg H2.10 16/kg H2.10 1ZFUzQnQmPnMpRsRnQoRmN7NdN6MpNqQnPmPkPpPmOfQpNnM6MoOuNvPsPnPMYnMmO 3 17.11 18 ALK.11 19 PEM.12 20 min.12 21 PEM.12 22.12 23 PEM.12 24 SOEC.13 25 SOEC.13 26.14 27 SOEC.14 28/kg.14 1 2021-2035.5 2 2022.5 3.8 4.9 5.10 6.13 7.15 4 2022 25%+ALK PEM 1 NREL 2 3 kWh 0%20%40%60%80%100%200820092010201120122013201420152016201720182019202020212022 020000400006000080000100000200820092010201120122013201420152016201720182019202020212022 5 4 kWh 5 2022 3 2021-2035“”2023 1()2022 23 50 1 2021-2035 2025 FCV 5 10-20/2030 2035 a+b c a b“+”c d PEM 2 2022()2021 2022.1 2022.2 2022.3 2021-2022 2022.4 0500100015002000 6()(2022-2035)2022.6()2022.6 2022.7(2021-2025)2022.8(2022-2035)2022.8 2022.8(2022-2025)2022.8(2022-2024)2022.8()2022.8(2022-2035)2022.9 2022.9(2021-2035)2022.10 2022.10 2022.11 2022.11 2022.11 2022.11(2021-2025)2022.11()2022.12 2022.12(2022-2025)2022.12 7 1 8000-9000+IEA 2030 2 10%70%+6 7 IEA 2019 IEA 8 9 48%30%18%4%19%18%62%1%8 10 11 2030 HC 2 2030 100GW 2022 1GW ALK 2025 2030 2050 450600 513 97129GW ALK Hi1 4.1kWh/Nm 2500A/4.0kWh/Nm 2022 1.5GW ALK PEM AEM 3 2025E 2030E/h 1000 1000 1000 1000 1000 1.07 20 50 450 600 h 8000 1800 1800 1980 1980 h 22 5 5 5.5 5.5 15 1248 3121 25536 34048 kWh/Nm3 5 4.1 4.1 3.8 3.8 MW 75 5119 12797 97038 129384 Trendforce 400MW 80%0100200300400 9 12 MW 13 IEA HC 4 Nm/h kWh/Nm LHy-A1500 ALK 1500 4.1-4.3 ALK Hi1 ALK-4-4.3 ALK Hi1 Plus ALK-4.1-4.3 SEA1000 ALK 1000 4.3 SHT200P PEM 200 4 CDQ ALK 20-2000 4.5 SDQ PEM 1-300 5.4 ALK 50-1000 PEM 2-200 ALK 1000 4.2-4.8 ALK 1500-2500 ALK 1000 4.3-4.6 DQ ALK 2-1300 5 FDQ ALK 0.1-1000 4.4 14 02004006008002019 2020 2021 2022AKL PEM 10 PEM 1 CO2 95%4%-5%62%1%LCOE 5 850 1.5MPa 800-850 260-280 4MPa SMR SMR 30kg.55.90%72%67.50%66.80%44.00%cnki NREL 15 kg CO2/kg H2 16/kg H2 ALK PEM SOEC AEM ALK PEM SOEC AEM 05101520253035010203040506070 11 17 IRENA 1.1 ALK ALK 4.0-5.5 kWh/Nm3 6070%PEM 2021 70%CO2 ALK PEM 18 ALK 1.2 PEM PEM PEM PEM BOP PEM 12 PEM PEM PEM 19 PEM 20 min 21 PEM IRENA Nano Research Energy 22 23 PEM IRENA IRENA 0102030405060701MW 10MW 100MW 1MW 10MW 100MW 2030 2050PEM ALK SOEC 13 1.3 SOEC AEM SOEC SOEC 24 SOEC 25 SOEC AEM PEM AEM PEM AEM AEM 6 ALK PEM AEM SOEC 30%KOH A/cm)0.8 1-4 1-2 0.2-0.4/(kWh/Nm)4.0-5.5 4.0-5.0-90 80 60 80 0 99.8%99.99%99.99%-1 1/3-Nm/h 10 0 0 20 0-2 78 1 LCOH 2 4kWh/Nm3 14 ALK W 2 PEM 5 ALK 20%PEM 3 SOEC 50%2021 26 27 SOEC NREL DOE 28/kg 15 2022 3 2021-2035 2023 1()昇 2021 ALK 1.5GW ALK Hi1 4 ALK PEM 30 1500Nm3/h ALK PEM 2021 2023 c 7 21EPS 22EPS 23EPS 22PE 23PE PB 43.4 1.7 2.0 2.6 22 16 6 112.2 1.1 2.1 3.7 52 30 10 11.3 1.0 0.9 1.1 13 10 1 16.4 0.2 1 8.4 0.5 0.4 0.6 21 15 1 12.1 0.2 0.6 1.1 19 11 3 25.3 1.6 1.8 2.2 14 11 2 4.6 0.2 1 昇 13.9 0.4 2 wind 16 2015 2020 2019 2021 6-12 A 300 500 20%5-20%5%5%“”前沿报告库是中国新经济产业咨询报告共享平台。行业范围涵盖新一代信息技术、5G、物联网、新能源、新材料、新消费、大健康、大数据、智能制造等新兴领域。为企事业单位、科研院所、投融资机构等提供研究和决策参考。扫一扫免费获取海量报告
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