7月2日，德国研究团队在太阳能制氢效率上取得新进展，OEXN表示，Oilprice报道显示，Fraunhofer ISE将高效太阳能电池与PEM电解槽结合，实现31.3%的直接日光制氢转换效率。

　　这一进展的市场意义在于降低绿氢商业化中的成本与效率障碍。此前全球规划绿氢产能实际按期落地比例偏低，OEXN认为，核心难点之一正是转换效率与投资回报不匹配。

　　报道提到，相关流程跳过先发电再制氢的步骤，可能减少中间损耗。研究负责人也在寻找投资方推动商业化公司落地，能源安全议题升温背景下，绿氢项目融资关注度有所提升。

　　绿氢仍处于从技术验证走向规模化的关键阶段。OEXN分析称，若效率提升能与设备成本下降同步推进，氢能在工业减排和储能场景中的应用空间将更值得跟踪。

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