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隆基绿能总裁李振国:氢能未来发展主逻辑未改变 长期坚定看好-碳索氢能网

<!DOCTYPE html><html lang="zh-CN"><head><meta charset="utf-8"><title>隆基绿能总裁李振国:氢能未来发展主逻辑未改变 长期坚定看好-碳索氢能网</title><meta http-equiv="X-UA-Compatible" content="IE=edge"><meta name="viewport" content="width=device-width,initial-scale=1"><meta name="keywords" content="隆基绿能,氢能,李振国"><meta name="description" content="新华财经北京11月19日电(康耕甫)2023年被称为绿氢产业发展元年,这一年国内绿氢项目投资决策金额显著增加,签约数量急剧上涨。但进入2024年,受到成本、效率、材料、经济性等因素制约,绿氢项目投建进度不及行业预期,开工率连续走低。"><meta name="mobile-agent" content="format=html5; url=https://mh2.solarbe.com/"><link rel="stylesheet" href="https://public1.solarbe.com/h2/public/css/bootstrap.min.css"><link rel="stylesheet" href="https://public1.solarbe.com/h2/public/css/index-090ed1b164.css"></head><body> <header class="header" id="head"><div class="headerTop headerTop_hydrogenEnergy"><div class="container-xl headRed headRed_hydrogenEnergy"><div class="headLeft_hydrogenEnergy"><a href="https://h2.solarbe.com" target="_blank"><img src="https://public1.solarbe.com/h2/public/images/h3_white.png" 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class="detailContentTxt"><article><p>新华财经北京11月19日电(康耕甫)2023年被称为绿氢产业发展元年,这一年国内绿氢项目投资决策金额显著增加,签约数量急剧上涨。但进入2024年,受到成本、效率、材料、经济性等因素制约,绿氢项目投建进度不及行业预期,开工率连续走低。</p> <p>隆基绿能总裁李振国在接受新华财经专访时表示,氢能长期发展的主逻辑并未改变,绿氢会在未来能源体系里面扮演不可或缺的角色,隆基长期也坚定看好氢能产业,不过受到国际氢能发展环境变化、国内绿氢项目多未形成商业闭环等因素影响,行业爆发期出现了推迟。</p> <p>在此背景下,隆基氢能进入了沉淀期,李振国认为目前公司需要适当地优化收缩,需要团队静下心来进行研发和打磨产品,继续开拓海外市场,慢慢打磨海内外优质项目,取得客户的信任。</p> <p><strong>问:公司对氢能长期发展前景如何看待?</strong></p> <p>李振国:绿电只是解决了一次能源的问题,当今社会能源消耗约30%来源于电,还有70%来源于非电领域,即不是通过用电的形式表现出来,也就是说,将来有70%的能耗也面临要脱碳、变绿的过程。</p> <p>因此逻辑上只有两条路可走,一是电能替代,能用电的尽量用电,比如电动汽车把之前的石油消费转换为电力消费,当然这也有限度,有些场景在终端最终也没办法用电直接取代。因此需要引进一个高能量密度的二次能源介质,参与到未来的能源体系里面,所以绿电制绿氢这个过程就不可或缺。</p> <p>从中长期来看,如果碳中和的目标不改变,绿氢的发展逻辑完全没有变化,从战略上来说没问题,绿氢必然会在未来能源体系里面扮演不可或缺的角色,而且规模会发展得十分大。</p> <p><strong>问:当前国内绿氢行业发展放缓原因有哪些?</strong></p> <p>李振国:当前全球绿氢行业大规模的项目并不多,欧洲有部分商业化项目,规模也相对比较小。在过去两三年,国内基本上还是以央企的示范项目为主,也包括部分多晶硅料企业的一些制氢需求,真正把绿电制绿氢作为能源行业里的一个场景去使用并不算多,而且整个市场比起三年前预计的规模增长速度,实际是变慢了,原因有两方面:</p> <p>一是目前我国绿电制绿氢的经济性,或者说经济商业逻辑还没有形成闭环。现在类似灰氢煤制氢,制造一公斤氢气的成本与绿电制绿氢的纯技术成本是接近的,但后者是重资产环节,对利率很敏感,假如利率为5%,以5%左右的回报率来计算,总成本就是灰氢的两到三倍了。</p> <p>再加上国内碳交易价格较欧洲仍然偏低,所以经济性上来说,除非有特别的政策,目前绿氢在国内还没办法去跟灰氢竞争。因此业界说类似20年前的光伏,行业需要一段时间来提升电解槽的性能,以及继续降本。</p> <p>二是受美国影响,中东对绿氢的态度有所改变。今年4月,我在利雅得参加世界经济论坛的一次特别会议,在场的有欧美、中东各国的能源部门人员和多家世界能源巨头,能明显感觉到中东的油气集团被美国的油气集团说服了,一年之前中东一直高喊绿氢,因为有大规模的沙漠以及良好的日照条件,但当前实际落地仍以蓝氢为主,中东受美国影响,绿氢进展放缓。</p> <p><strong>问:目前环境下隆基氢能如何发展?</strong></p> <p>李振国:如果目前行业照着三年前的逻辑继续发展,隆基当年高举高打的布局,迅速地建立研发生产能力和供应链产能,是有好处的。但是出现当前行业遇冷的局面,再加上国内氢能市场还没有发展成熟就已经很&ldquo;卷&rdquo;,隆基需要做出一些改变。</p> <p>这就是需要团队静下心来,适当的进行一些优化收缩,把研发的问题研究的更透彻,把产品打磨的更精致,继续海外市场的开拓,慢慢打磨海外优质项目,让客户去接纳隆基。</p> <p>因为想真正介入到氢能这个业务并取得客户信任,并不是一件容易的事,一方面是因为氢能是有门槛的,相较光伏,氢能领域规模更大,第二是它产生的是易燃气体,虽然跟天然气特性接近,但总体上大家心理上还是担忧的。</p> <p>总之,对氢能团队来说,一是要保持技术继续领先,二是把产品打磨到更好的一种状态,隆基是坚定在这个赛道继续做下去的,也有信心。</p></article><div class="detailContentEditor">责任编辑:zhangxinyu</div></div><nav class="labelBox"> <a href="/tag/隆基绿能" target="_blank">隆基绿能</a> <a href="/tag/氢能" 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