Capacity side, based on incomplete statistics, the domestic alkaline electrolyzer market remained at 43.77GW, and the PEM electrolyzer market remained at 2.7GW, with no new capacity additions for now.
A 125 Nm³/h alkaline electrolyzer produced by Beijing Mingyang Hydrogen Energy Technology Co., Ltd. at its Changshu base completed all optimization debugging and factory inspection, and was officially shipped to the Messer Group project site in Kunming, Yunnan.
Electrolyzer project related updates:
China Petroleum Engineering & Construction Corp.:The bid evaluation results for the power rectification equipment of the Zhongtian Hechuang Uxin Banner Wind-Solar Hydrogen Integration Project were announced. Three shortlisted suppliers were Hubei Interly Electric Co., Ltd. with a bid price (including tax) of 76.32 million yuan, Sungrow Power Supply Co., Ltd. with a bid price (including tax) of 65.78 million yuan, and Zhuzhou CRRC Times Electric Co., Ltd. with a bid price (including tax) of 65.78 million yuan. Alternate: Vertiv Technology Co., Ltd. with a bid price of 79.176 million yuan. It is understood that the Phase I hydrogen plant of the Ordos Uxin Banner Wind-Solar Integrated Green Hydrogen Chemical Demonstration Project is designed with 48 sets of 1000 Nm³/h electrolyzers, 4 sets of 2000 Nm³/h electrolyzers, storage and transportation facilities including 6 spherical tanks of 1875 m³ each, supported by 3MW/6MW electrical energy storage, and the produced hydrogen will be supplied to the Zhongtian Hechuang coal chemical project. Phase I is EPC turnkey contracted by China Petroleum Engineering & Construction Corp.
Inner Mongolia Zhonghuan Crystal Material Co., Ltd.: A new 1000 Nm³/h electrolytic hydrogen production project received filing. Construction location: south side of the intersection of Amur South Street and Jindian Road, Saihan District, Hohhot, within the plant area of Zhonghuan Industrial Park Phase III of Zhonghuan PV Materials Co., Ltd. Total investment: 14.14 million yuan, all from self-owned funds. Planned construction period: Sep 2025-Dec 2026. Construction content: The project will utilize the standardized factory building of Zhonghuan PV Materials Co., Ltd. to install hydrogen production equipment, including a water electrolysis system, membrane compressor, hydrogen cylinder bundles, power distribution system, etc.
Hubei Optics Valley East State-owned Capital Investment and Operation Group Co., Ltd.:The integrated demonstration project for green electricity hydrogen production and diversified application completed filing. Total project investment: 500 million yuan. The planned start time is Jan 2026. Construction content: New supporting PV power station and direct green electricity transmission lines; green electricity hydrogen production system, building a new large-scale water electrolysis hydrogen plant directly connected to PV green electricity; simultaneously building an integrated energy station combining hydrogen refueling, gasoline refueling, and charging.
Goldwind Green Energy Hydrogen Technology (Xing'an League) Co., Ltd.:The first public notice for the environmental impact assessment of the Goldwind Science & Technology Wind Power Hydrogen Production (Phase II) Project in Xing'an League. Construction Content: The project plans to invest 500 million yuan to construct hydrogen production units, gas-liquid separation, hydrogen compressors, hydrogen storage, and supporting auxiliary systems. The hydrogen production station will be equipped with 32 sets of 1000 Nm³/h alkaline water electrolysis hydrogen production equipment, achieving a hydrogen production scale of 32,000 Nm³/h.
Daan Yan Coal New Energy Co., Ltd.:The Zhongmei Daan Green Methanol Demonstration Project (Chemical Section) has completed filing. The total project investment is 1.8632 billion yuan, with a planned commencement date of January 2026 and a planned completion date of December 2027. Construction Content: It plans to build an annual production capacity of 100,000 mt green methanol production line, along with supporting raw material pretreatment systems, gasification reaction units, synthesis conversion systems, distillation purification units, and utility facilities.
Tsinghua University Shenzhen International Graduate School:Announcement of the transaction results for the experimental-grade AEM electrolyzer and hydrogen production by water electrolysis test equipment BOP. According to the announcement, the procurement unit is Tsinghua University Shenzhen International Graduate School; the winning supplier is Shenzhen Youmaide Technology Co., Ltd., with a transaction amount of 488,000 yuan. It is understood that the lowest-priced supplier for this transaction was Shandong Hydrogen Boat Green Energy Technology Development Co., Ltd., but the project owner stated that the delivery time and payment method did not meet requirements.
Inner Mongolia Huadian Huayang Hydrogen Energy Technology Co., Ltd.:Pre-approval public disclosure of the environmental impact assessment for the Inner Mongolia Huadian Damao Banner Wind and Solar Power Hydrogen Production Integrated Project (Hydrogen Production Section). It is understood that the project investment amount is 5.7671 billion yuan, with equity capital accounting for 30% and the remaining funds coming from bank loans. Regarding construction content, the hydrogen production project plans to build a hydrogen production system comprising 83 sets of 1000 Nm³/h, 1 set of 2000 Nm³/h, and 1 set of 3000 Nm³/h alkaline electrolyzers, with an annual hydrogen production capacity of 47,000 mt; it will configure 25 hydrogen spherical tanks of 2000 m³ each, providing a hydrogen storage capacity of 650,000 Nm³; supporting facilities include the construction of one 220 kV hydrogen production main step-down station, among other equipment.
SPIC:Announcement of the winning bid results for the 87th Centralized Tender in 2025 (Jilin Electric Power Co., Ltd. Lishu Wind and Solar Power Green Hydrogen Biomass Coupling Green Methanol Project Alkaline Water Electrolysis Hydrogen Production Equipment). Section I Bid Winner: Sungrow Hydrogen Technology Co., Ltd., Bid Price: 65.2133 million yuan; Section II Bid Winner: Xi'an LONGi Hydrogen Energy Technology Co., Ltd., Bid Price: 88.2 million yuan. Section I: Within the complete set of equipment, 12 alkaline electrolyzers with a measured hydrogen production rate of 1000 Nm³/h under rated conditions, 3 sets of 4000 Nm³/h gas-liquid separation skids, 3 sets of 4000 Nm³/h hydrogen purification skids (where the hydrogen outlet pressure of the purification skids is 1.66 MPa(G)), 12 sets of IGBT rectifiers (water-cooled, including DC connection copper busbars), accompanied by 1 set of water replenishment and alkali injection system, 1 set of electrolyzer cell inspection device, electrical and instrumentation systems, etc. Lot II: 16 alkaline electrolyzers with a measured hydrogen production rate of 1,000 Nm³/h under rated conditions within the complete set of equipment, one alkaline electrolyzer with a measured hydrogen production rate of 2,000 Nm³/h under rated conditions, one gas-liquid separation skid with a capacity of 2,000 Nm³/h, four gas-liquid separation skids with a capacity of 4,000 Nm³/h each, three hydrogen purification skids with a capacity of 4,000 Nm³/h each, and one hydrogen purification skid with a capacity of 6,000 Nm³/h, among others.
Dongfang Electric Qineng (Shenzhen) Technology Co., Ltd.:The China Government Procurement Network announced the winning bid result for the 100 Nm³/h alkaline water electrolysis hydrogen production electrolyzer. The supplier is Dongfang Electric Qineng (Shenzhen) Technology Co., Ltd., with a winning bid amount of 4.92 million yuan.
Inner Mongolia Energy Group:The tender announcement was released for the procurement of hydrogen system equipment for the Jinshan Power Plant 2×660 MW coal-fired power expansion project and the Baotou region 2×660 MW coal-fired power project. Among these, the Inner Mongolia Energy Group Jinshan Power Plant 2×660 MW coal-fired power expansion project is located in Saihan District, Hohhot City, Inner Mongolia Autonomous Region, with a scale of 2×660 MW high-efficiency ultra-supercritical air-cooled coal-fired power units' hydrogen system equipment. This tender procures the complete hydrogen system equipment for both units. The Inner Mongolia Energy Group Baotou region 2×660 MW coal-fired power project has a scale of 2×660 MW high-efficiency ultra-supercritical air-cooled coal-fired power units, and this tender procures the complete hydrogen system equipment for both units.
Beijing Yihuatong Technology Co., Ltd.:Formally signed a strategic cooperation agreement with PowerChina Kunming Engineering Co., Ltd. Both parties will integrate their respective advantages in hydrogen energy storage technology and new energy engineering, carrying out comprehensive cooperation in areas such as wind power, PV, new-type energy storage, and green electricity-based hydrogen production.
Tianjin Saihong Environmental Engineering Co., Ltd.:Recently reached a strategic cooperation agreement with the domestic air separation industry benchmark—Kaifeng Deer Air Separation Industrial Co., Ltd. Both parties plan to focus on three key areas: equipment supporting installation, efficient operation, and energy saving and carbon reduction, jointly conducting technical research and promoting achievement transformation.
Policy Review
1. The MIIT issued guidance on carrying out zero-carbon factory construction. The guidance points out that, under the premise of ensuring safe supply of energy and electricity, factories need to promote the green and low-carbon transformation of their energy use structure to achieve carbon reduction at the source. Factories are encouraged to access zero-carbon electricity, heat, and other supplies, develop distributed PV, decentralized wind power, and other renewable energy sources according to local conditions, and explore direct green electricity connection models to increase the proportion of usage. Support is provided for qualified factories to build industrial green microgrids, integratively applying technologies such as PV, wind power, waste heat recovery, and new-type energy storage to achieve efficient multi-energy complementarity. Actively develop integrated green hydrogen, ammonia, and methanol projects, and promote the application of clean hydrogen, including by-product hydrogen from industrial processes and hydrogen production from renewable energy. At the same time, promote technologies such as electric boilers and ultra-low emission biomass boilers to replace coal-fired captive boilers, accelerate the replacement of internal operational vehicles and machinery with new energy alternatives, and enhance electrification levels and the proportion of renewable energy in heating (cooling).
2. Inner Mongolia issued the "Implementation Plan for the Development and Construction of Green Electricity Direct Connection Projects for Single Power Users in the Inner Mongolia Autonomous Region (Trial)". This implementation plan applies to the development and construction of green electricity direct connection projects for single power users in the Inner Mongolia Autonomous Region. Among them, hydrogen-based green fuels are included. Hydrogen-based green fuels. New hydrogen-based green fuel projects (such as green hydrogen, green hydrogen for green ammonia production, green hydrogen for green methanol production, green hydrogen for sustainable aviation fuel, etc.) may carry out green electricity direct connection. In principle, the project should be controlled by the same investment entity, operate as a single market entity, be managed uniformly by the same legal entity during the construction and operation period, and have application scenarios identified and off-take agreements provided.
3. The European Commission approved a €4 billion electrolyzer special fund, providing a 30% subsidy on equipment costs for projects with an annual capacity of ≥500 MW, and setting a 2030 efficiency target for green hydrogen project electrolyzers of ≥60% (LHV basis).
Corporate Developments
Changchun Zhiyuan New Energy Equipment Co., Ltd.:Zhiyuan New Energy, after discussion and decision in a meeting, terminated the "Hydrogen Energy Equipment Intelligent Manufacturing Project," a fundraising investment project, and permanently used the remaining 73.3683 million yuan of raised funds (this amount accounts for 9.44% of the net proceeds from the company's initial public offering, with the actual amount subject to the balance of the raised funds special account on the day of transfer) to supplement working capital. In addition, the company intends to close the relevant raised funds special account. Once the account is closed, the raised funds supervision agreement between the company, the sponsor, and the account bank will also terminate.
Sinopec Group Capital Co., Ltd.:Through the hydrogen energy fund managed by its subsidiary Sinopec Private Equity Fund Management Co., Ltd., it strategically invested 300 million yuan (approximately €40 million) in Faurecia (Shanghai) Hydrogen Energy Investment Co., Ltd., with the signing officially completed.
SPIC (Tianjin) Energy Investment Co., Ltd.:SPIC (Tianjin) Energy Investment Co., Ltd. was recently officially established. The company has a registered capital of 200 million yuan, is located in Room 318, Huaying Building, Central Avenue, Tianjin Pilot Free Trade Zone (Airport Economic Zone), hosted by Nabachuan (Tianjin) Business Secretarial Co., Ltd. under hosting number 812, with legal representative Peng Wansheng. The company's business scope is extensive, covering multiple fields. General business projects include: construction and operation of centralized fast-charging stations; cooling supply services; sales of solar thermal utilization equipment; information system integration services; contract energy management; engineering management services; solar power generation technical services; leasing of computers and communication equipment; consulting and planning services; professional design services; data processing services; industrial internet data services; operation of EV charging infrastructure; ESS technical services; sales of hydrogen refueling and storage facilities for stations; wind power generation technical services; leasing of PV power generation equipment. Meanwhile, the company is also involved in some licensed business projects, specifically including: electricity supply business; power generation, transmission, and (distribution) electricity supply business; installation, maintenance, and testing of transmission, supply, and receiving power facilities; electrical installation services, etc.
Hynion: Norwegian hydrogen refueling station operator Hynion announced that, due to failure to reach a final restructuring agreement with investors Bizcap AB and Gerhard Dahl, the company has decided to file for bankruptcy.
Zhongding Hengsheng Gas Equipment (Wuhu) Co., Ltd.: Pioneering a new track for the GO series of small-displacement diaphragm compressors.
Suzhou Qingqiji Technology (Group) Co., Ltd.: Reached another cooperation with South Korea's BHI Co., Ltd. to supply core parts for alkaline water electrolysis hydrogen production electrolyzers.
Patent Applications
1. Shanghai Institute of Ceramics, Chinese Academy of Sciences (China) disclosed patent CN2025110028, developing ceramic-based anion exchange membranes with a laboratory-tested lifespan reaching 80,000 hours.
2. Johnson Matthey (UK) submitted patent WO2025109876, disclosing a Fe-Ni-Mo ternary non-precious metal catalyst formulation with activity close to platinum-based materials.
Technology Footprints/Technical Specifications
1. The team of Liu Qingju at Yunnan University constructed a superwetting Pt/NF@CF graded heterojunction electrocatalyst for low-energy consumption, high-efficiency hydrogen production.
2. Teams from Hunan Normal University and Central South University's AM team revealed the compressive strain and oxygen vacancy effects of iridium oxide in proton exchange membrane water electrolyzers.
3. Related research teams from the School of Electrical Engineering, Xi'an Jiaotong University, and the National Key Laboratory of Electrical Insulating Materials successfully developed a Ru/Ti3C2Ox@NF bifunctional seawater electrolysis electrocatalyst.
4. The group standard "Technical Specification for Wind and Solar Power + ESS Green Electricity Coupling Electrolysis Hydrogen Production" (Number T/CIEP 0272—2025) was released and implemented by the China Industrial Environmental Protection Promotion Association. Zhongneng Dayou Energy Technology Co., Ltd. successfully developed a 100kW-level PEM electrolyzer hydrogen production multi-field coupling test equipment.
5. Giken Powder Metallurgy Company 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.
