Capacity-wise, the domestic alkaline electrolyzer market maintained 35.77GW this week with no new capacity additions. On deliveries, mid-week, Jizhong Electric (Yangzhou) Hydrogen Equipment Co., Ltd. successfully delivered a 1,000 Nm³/h alkaline water electrolysis hydrogen production system, including a 1,000 Nm³/h electrolyzer, separation skid, purification skid, and supporting equipment such as water-alkali tanks. Last Wednesday, Sany Hydrogen delivered a 200 Nm³/h PEM water electrolysis hydrogen refueling station customized for an Australian client. LONGi Hydrogen delivered two 1,000 Nm³/h electrolyzers to Australia, while Wolong INNERGY delivered one megawatt-level AEM electrolyzer, though the delivery destination remains unconfirmed.

ASN Hydrogen delivered one 1,000 Nm³/h alkaline electrolyzer to Australia, while Hypertac Hydrogen delivered one 1,000 Nm³/h unit to a green hydrogen project in Jilin. For PEM electrolyzers, HydroVolt delivered one 50 Nm³/h unit to Europe last week. As of March 20, 2025, domestic companies (including overseas deliveries) had delivered a total of 10MW of alkaline electrolyzers (data sourced from public information).

Regarding electrolyzer orders, as of this week, Mingyang Hydrogen won a bid for a 50 Nm³/h alkaline water electrolysis hydrogen production system for the Liupanshan Laboratory. The third batch of auxiliary equipment (hydrogen production system) procurement for the Shaanxi Coal Xinyang 2×1,000MW high-efficiency ultra-supercritical unit project announced Beijing Power Equipment Group as the bid winner, supplying one 1,000 Nm³/h alkaline electrolyzer. Additionally, LONGi Hydrogen recently signed an agreement with Saudi Arabia's NEOM to supply electrolyzers for the world's largest single green hydrogen project, confirming at least one 2,000 Nm³/h alkaline electrolyzer order. By April 10, 2025, at least 47 orders for 1,000 Nm³/h units and one 2,000 Nm³/h alkaline electrolyzer had been confirmed, including 10 units for Xingong Green Hydrogen, 16 for Sungrow Hydrogen, 12 for CRRC Zhuzhou, eight for Sany Hydrogen, and one for Beijing Power Equipment Group.

Policy Updates

On May 23, the State Council executive meeting reviewed and passed the "Green and Low-Carbon Development Action Plan for Manufacturing Industry (2025-2027)," emphasizing green technology innovation and the promotion of advanced green technologies. Four departments in Shanxi Province jointly issued a notice stating that from June 1, 2025, to May 31, 2027, full subsidies will be provided for highway tolls for hydrogen-powered trucks. The notice also mentioned advancing preliminary work for the 5×1,000 m³ water electrolysis hydrogen production project of Jinan Steel Group.

Corporate Updates

Xinsichuang Hydrogen Energy partnered with Xinjiang Zhongwei Zhiguang for the Korla Petrochemical Industrial Park project in Bayingolin Mongolian Autonomous Prefecture, Xinjiang, providing 1,000 m³/h ALK high-performance hydrogen production electrolyzer equipment. Hydrogen Green Power and Fengqing Hydrogen Energy plan to jointly invest in the construction of a hydrogen production plant.​

Patent Applications:​

On May 23, Nanjing NARI-RELAYS Electric Co., Ltd. and others applied for a patent titled "Hydrogen Production Power Supply System and Its Control Method";​

Jiangsu Topband Environmental Protection applied for a patent titled "A Cylindrical Electrolyzer Structure";​

Suzhou Xinsichuang Hydrogen Energy applied for a patent titled "An Integrated Device for ALK Electrolyzer Coupled with Hydrogen Separation and Purification".​

On May 28, Nantong Ansizhuo New Energy obtained a patent titled "A Processing Method for Steel Long Screws Used in Electrolyzers for Hydrogen Production Equipment"; Sichuan Xingong Green Hydrogen Technology applied for a patent titled "A Pipeline Vibration Elimination System for Gas-Liquid Separation Systems in Water Electrolysis for Hydrogen Production".​

Cockerill signed a memorandum with Viettel Group to explore the development of an upstream and downstream industry chain for green hydrogen production in Vietnam.​

Technological Advancements​

On May 23, Shenzhen Enleke Environmental Protection Technology obtained a patent titled "An EDI Device for Hydrogen Production in AEM Electrolyzers", which can improve the electrolysis efficiency of AEM electrolyzers. Shanghai Hydrogen Luan Technology unveiled a 200kW-class AEM water electrolysis hydrogen production system at the 2025 China International Hydrogen Energy and Fuel Cell Industry Exhibition. The system boasts advantages such as full-stack localisation, high current density, and the ability to achieve off-grid hydrogen production.​