煤炭、焦化、钢铁等能源资源消耗型产业，是经济社会发展的重要基础，但也伴生高能耗和环境污染问题；随着碳达峰、碳中和目标的提出，统筹考虑资源禀赋、环境容量、产业基础等因素，构建绿色低碳且安全高效的煤炭、焦化、氢能、钢铁产业新体系，是加快推进我国能源生产与消费革命的重要举措。本文旨在梳理煤基制氢技术的发展现状，结合我国能源资源禀赋，焦化、钢铁、氢能产业现实要素基础，提出煤– 焦– 氢– 铁（气基直接还原铁）产业链发展的新思路。从经济性、能耗水平、碳排放等方面着手，对煤– 焦– 氢– 铁产业链中的5 种技术路径进行对比与评价，进而分析研判制氢技术耦合直接还原铁路径的发展潜力与战略选择；以山西省作为案例，具体阐述了煤– 焦– 氢– 铁产业链技术的发展目标与产业布局。研究建议，树立清洁低碳发展理念，依托煤– 焦– 氢– 铁产业链推进能源转型发展，制定煤– 焦– 氢– 铁产业集群整体发展规划，协同推进相关产业链的政策、科技、人才、市场融合。

Energy resource-consuming industries such as coal, coking, and steel, are crucial for socio-economic development; however, they are also related to high energy consumption and environmental pollution. As carbon peak and carbon neutral goals were porposed, it becomes increasingly urgent to accelerate the revolution of energy production and consumption in China. To this end, we investigate the current status of coal-based hydrogen production technologies and propose a coal–coking–hydrogen–steel industrial chain in this study. The industrial chain is proposed considering the resource endowment, environmental capacity, and industry foundation in China,and it is expected to be green, low-carbon, secure, and highly efficient. Subsequently, we compare and evlatuate five technological paths for this industry chain from the aspects of economy, energy consumption, and carbon emissions, and analyze the potentials and path choices for coupling hydrogen production with direct reduced iron. Moreover, we elaborate the strategic goals and whole layout of the coal–coking–hydrogen–steel industry chain using Shanxi Province as an example. Furthermore, we suggest that a clean and lowcarbon development concept should be established to promote energy transformation in China, an overall development plan should be formulated for the industry chain, and policies, science, technologies, personnels, and market should be further integrated.