[SMM Survey] Weekly Electrolysis Cell Industry Review, 20250905-0911

In terms of capacity, according to incomplete statistics, the domestic alkaline electrolyzer market maintained a capacity of 43.77 GW, with no new capacity added temporarily.

This week's delivery situation:

Accelera, a subsidiary of Cummins, delivered a 35-megawatt (MW) proton exchange membrane (PEM) electrolysis system to Linde Group's green hydrogen plant under construction in Niagara Falls, New York.

The 10 Nm³/h hydrogen production equipment and 10 kW fuel cell combined heat and power system delivered by H2Prosperity to Morocco's Clean Hydrogen Excellence Center have been successfully shipped.

Previous delivery situations:

The 50 MW electrolyzer equipment, consisting of ten 1000 Nm³/h units, completed by CSIC (Handan) Perry Hydrogen Energy Technology Co., Ltd., a subsidiary of the 718th Research Institute of China State Shipbuilding Corporation, finished its final transportation and loading work and was officially shipped from Lianyungang Port to Piraeus Port, Greece.

The 10,000 Nm³/h electrolyzer, which was won by Sany Hydrogen Energy in the bid for the Shenzhen Energy Otog Banner Wind and Solar Power Hydrogen Production Integrated Green Ammonia Project, has been smoothly shipped.

The 13 sets of 1000 Nm³/h electrolyzers independently developed by CRRC Zhuzhou Institute Co., Ltd. have been officially shipped and will be successively delivered to the Guohua Cangzhou "Green Port Hydrogen City" project.

The 50 Nm³ water electrolysis products supplied by H2Prosperity for Malaysia's State Grid Corporation of China TNB-PCSS Green Hydrogen Demonstration Project have been smoothly shipped to Shanghai Port.

Wenshi Hydrogen Energy's AEM hydrogen production system has been successfully shipped to Austria.

The MW-scale hydrogen production system developed and produced by Hydrogen E-Tech has been shipped and will be used in domestic large-scale energy enterprises' hydrogen production-related projects.

Shanghai Hydrogen Era Technology Co., Ltd. delivered four 1050 Nm³/h electrolyzers to the China Energy Engineering Group Songyuan Hydrogen Energy Industrial Park Project.

China National Heavy Duty Truck Group (Yangzhou) Hydrogen Production Equipment Co., Ltd. successfully delivered a complete set of 1000 Nm³/h alkaline water electrolysis hydrogen production equipment, including a 1000 Nm³/h electrolyzer, separation skid, purification skid, and water-alkali tank, among other supporting equipment. The delivery destination has not been obtained yet.

As of August 14, 2025, domestic enterprises (including overseas deliveries) delivered a total of 365.85 MW of alkaline electrolyzers in Q2 (all data are sourced from public data and SMM survey).

Updates on electrolyzer projects:

1. The tender announcement released by Sinopec Materials and Equipment Department (International Business Company) for the Zhongtian Hechuang Ordos Coal Chemical Project's water electrolyzer/alkaline electrolytic hydrogen production with a capacity range of 1000-1500 Nm³/h indicates that the bidder's performance requirements have been revised compared to previous standards.

2. Chengde Yujing New Energy Co., Ltd. issued a pre-bid winning announcement for its green hydrogen project, the Weichang Daxigou Wind Power Hydrogen Production Project, located in Laowopu Township, Weichang Manchu and Mongolian Autonomous County, Chengde City, Hebei Province. The total investment is approximately 724 million yuan, with the second tender for the PC contracting of the hydrogen production section amounting to 34.1365 million yuan. Hydrogen production system: The planned total capacity is a 10 MW alkaline electrolysis water (ALK) hydrogen production system, with the first phase constructing 2 MW and reserving 8 MW for expansion, producing approximately 1,800 mt of green hydrogen annually. Supporting facilities: Construction of a 35 kV power transmission line, off-site roads, and the hydrogen production station site, adopting a "turnkey" PC contracting model covering the entire process engineering.

3. China Coal Longhua Company, China Shipbuilding Science and Technology Co., Ltd., Jixian County People's Government, and Shuangyashan Hongzhan Biotechnology Co., Ltd. officially signed the agreement for theJixian Wind Storage Hydrogen Methanol Integration Projectin Jixian County, Shuangyashan City, Heilongjiang Province on September 3, 2025, with a total investment of 6.1 billion yuan. It aims to create the first demonstration project in north-east China for coupling green methanol production through "green electricity hydrogen production + biological CO₂ capture," forming a closed-loop entire industry chain of "wind and solar power, energy storage, hydrogen, and methanol."

4. China Coal Pingshuo Group Co., Ltd. promoted the tender for engineering supervision services of the first phase of thePingshuo Coal Mining Subsidence Area 600,000 kW Off-Grid Renewable Energy Hydrogen Production Project (Green Hydrogen Coupling Coal Chemical Section)in Pinglu Economic and Technological Development Zone, Shuozhou City, Shanxi Province. Hydrogen production system: Utilizing alkaline electrolysis water (ALK) technology, equipped with 12 units of 1200 Nm³/h and 1 unit of 1500 Nm³/h electrolyzers, supported by 3 sets of 4800 Nm³/h gas-liquid separation devices and a hydrogen drying system, producing 31.19 million Nm³ of green hydrogen annually (approximately 2,800 mt). Coal chemical coupling: Green hydrogen is directly injected into a 2.2 million mt/year coal-to-methanol plant, replacing 30% of the gray hydrogen in the original process, while supporting the construction of high-end chemical production lines including an 800,000 mt/year methanol-to-olefins unit, a 400,000 mt/year polyethylene unit, and a 200,000 mt/year polypropylene unit, forming a dual-drive model of "green hydrogen decarbonization + high-end materials." Energy storage support: Planning to build a 10 MW/20 MWh energy storage system to mitigate power fluctuations and ensure stable operation of electrolyzers during intermittent periods of PV power generation.

5. Mingyang Tibet New Energy Co., Ltd. signed the agreement for theHigh-Altitude "Jupiter II" Pure Hydrogen Gas Turbine "Wind-Hydrogen-Storage-Combustion" Integrated Hydrogen Energy Storage Demonstration Projectin Shenzha County, Nagqu City, Tibet. Hydrogen production unit: Utilizing alkaline electrolysis water (ALK) technology, equipped with 2 units of 1500 Nm³/h electrolyzers (Mingyang's largest monomer equipment globally), producing approximately 12,000 mt of green hydrogen annually, meeting the hydrogen demand for 3,000 hours of annual turbine operation.

6. Xinjiang Junrui Hongxiang Energy Technology Co., Ltd. completed the second tender for the entire process project management and supervision section of theLarge-Scale New Energy Green Hydrogen Production Project(30,000 mt/year) in Fukang City, Changji Hui Autonomous Prefecture, Xinjiang. The first place was awarded to Huachun Construction Project Management Co., Ltd., with a bid price of 82,957,980 yuan. The project includes 53 sets of electrolyzers equipped with an intelligent dynamic regulation system, capable of stable operation within a 20%-100% load range, adapting to the volatility of wind and solar power generation.

7. Zhongrong New Energy Co., Ltd.'sannual production of 1.8 million mt of fine chemicals and 4,000 mt of battery fuel hydrogen multi-generation projectin the West Chemical Industrial Park of Kekedala Economic Development Zone, Xinjiang, has entered the prequalification stage for the hydrogen production unit. Main products include a 600,000 mt/year acetic acid production line (using carbonyl synthesis process, purity ≥99.8%), and a 400,000 mt/year ethanol co-production 800,000 mt/year ethyl acetate production line (combining fermentation and transesterification processes). Hydrogen energy products include 4,000 mt/year battery fuel hydrogen (purity ≥99.97%, compliant with GB/T 37244-2018 standard), accompanied by the construction of a hydrogen refueling station with a daily processing capacity of 2 mt, capable of meeting the daily hydrogen refueling demand of 200 hydrogen-powered heavy trucks.

8. Yalong River Hydropower Development Co., Ltd. issued a public tender announcement (third call) for theSpecial Development Plan for Hydrogen Energy in the Yalong River Basin During the 15th Five-Year Plan Period. Requirements: based on current development trends, basin characteristics, and the actual situation of Yalong River Hydropower Development Co., Ltd., conduct research on hydrogen energy industry and technology development to formulate a scientific and reasonable hydrogen energy development plan for the 15th Five-Year Plan period for the Yalong River Basin, clarify development goals, key areas, and implementation paths, optimize resource allocation, enhance technological innovation capabilities, and provide strategic guidance for the company's future hydrogen energy business development.

9. TheHydrogen Energy Empirical Test Platform No. 2 Test Site Projectproposed by National Energy Group Hydrogen Energy Technology Co., Ltd. has been filed for record. According to the project announcement, the Hydrogen Energy Empirical Test Platform No. 2 Test Site Project is located in Ordos City—Ordos Airport Logistics Park—east of the upstream line of Central Ecological Avenue, south of Latitude 17th Road, west of South Jing 3rd Road, and north of Latitude 16th Road in the Airport Logistics Park.

Policy Review

1. The first hydrogen energy standard in the energy industry, NB/T 11810-2025 "Code for Preparation of Renewable Energy Power Hydrogen Production Engineering Planning Reports" (hereinafter referred to as the "Code"), compiled under the leadership of the Hydroelectric and Water Resources Planning and Design General Institute, was officially released and will be implemented from December 30, 2025.
2. The European Commission approved a €4 billion special fund for electrolyzers, providing a 30% subsidy on equipment costs for projects with a capacity ≥500 MW/year, and setting a 2030 efficiency target for green hydrogen project electrolyzers at ≥60% (LHV basis).
3. The European Commission released the "Clean Industrial Agreement National Aid Framework," which explicitly requires member states to prioritize support for "Renewable Fuels of Non-Biological Origin" (RFNBOs) and ensures public resources are directed toward low-carbon technologies through detailed rules on fund allocation ratios and project timelines.

Corporate Updates

1. GUOFUHEE BRASIL LTDA, a subsidiary of Jiangsu Guofu Hydrogen Energy Technology and Equipment Co., Ltd., signed a cooperation agreement with FASTPACK, a leading Chilean industrial fluid technology company, at the Hyvolution Chile 2025 flagship hydrogen exhibition in Santiago. The two parties will establish a joint venture to enter the Chilean hydrogen market, build a localized electrolyzer assembly line, and promote the large-scale deployment of water electrolysis hydrogen production technology in Latin America.
2. Goldwind Science&Technology completed the hoisting of all 67 wind turbines for the 510 MW wind power project supporting the first phase of the China Energy Construction Songyuan Hydrogen Energy Industrial Park (Green Hydrogen-Ammonia-Methanol Integration). Once grid-connected, the turbines will provide green electricity directly to the first-phase facilities producing 200,000 mt of green synthetic ammonia and 20,000 mt of green methanol annually.
3. China Integrated Electric and Zhongke Liquid Sunshine formally signed a cooperation agreement, announcing a comprehensive partnership to jointly promote the development of an integrated green electricity-hydrogen-ammonia-methanol industrial ecosystem.
4. Leaders from Huadian Heavy Industries Co., Ltd., Huadian Hydrogen Energy Technology Co., Ltd., and Inner Mongolia University visited our company—Suzhou Xinsichuang Hydrogen Energy Technology Co., Ltd.—for a field trip and exchange activities.
5. State Power Investment Corporation Hydrogen Energy Technology made a remarkable appearance at the 15th Smart City and Intelligent Economy Expo, showcasing its core technology products and solutions.
6. The 100,000 mt/year green methanol project, contracted by China Chemical Tianchen Co., Ltd. for Shanghai Huayi Industrial Gas Co., Ltd., successfully hoisted four distillation towers, marking the official conclusion of the civil construction phase and the full transition to equipment installation.
7. Zhengxing Technology received special funding support for high-quality development in the manufacturing sector from Henan Province in 2025.
8. Yang Yufeng, Party Secretary and Chairman of Jilin Electric Power Co., Ltd., visited China Road and Bridge Corporation (CRBC) and held discussions with Du Fei, Party Secretary and Chairman of CRBC, on promoting the development of the green hydrogen-based energy industry and fostering international business cooperation.

Patent Applications

1. The Shanghai Institute of Ceramics, Chinese Academy of Sciences (China) disclosed patent CN2025110028, developing a ceramic-based anion exchange membrane with a laboratory-tested lifespan of 80,000 hours.
2. Johnson Matthey (UK) filed patent WO2025109876, disclosing a Fe-Ni-Mo ternary non-precious metal catalyst formulation with activity close to that of platinum-based materials.

Technology Footprint

1. GKN Powder Metallurgy announced the development of a new generation of high-performance, high-porosity, high-purity porous transport layers (HP-PTL) for proton exchange membrane (PEM) electrolysis.
2. The first 220 kW high-safety solid-state hydrogen storage fuel cell emergency power generation system was officially unveiled and put into application demonstration at the Microgrid Union Wi-Fi Smart Terminal Industrial Park. This achievement marks a major breakthrough in China's independent development of core equipment in the field of hydrogen emergency power supply.
3. Tongda Electromagnetic Energy Co., Ltd. independently developed and manufactured China's first off-grid medium-voltage DC 20 kV direct-connect hydrogen production power supply (also known as "Hydrogen One") successfully applied.
4. Nel Hydrogen (Norway) launched the new-generation PEM electrolyzer HySyner500, with current density increased to 5 A/cm² and material cost per unit capacity reduced by 22%.
5. The sea trial of the offshore wind power PEM hydrogen production and storage system delivered by Shanghai Hydropower Chuanghe Energy Technology Co., Ltd. was successfully conducted at the offshore test site in Sanya Yazhou Bay.
6. Hunan Longshen Hydrogen Energy Technology Co., Ltd. introduced a PEM water electrolysis sheet extrusion coater, significantly reducing the cost of expensive catalyst raw materials.
7. The kick-off meeting for the Guangdong Provincial Key R&D Program's landmark project in the "New-Type Energy Storage and New Energy" field—"Split Modular Seawater Direct Electrolysis Without Desalination Technology and System Equipment" R&D project—was grandly held at Shenzhen University.