Capacity side, the domestic alkaline electrolyzer market maintained at 43.77 GW, and the PEM electrolyzer market maintained at 2.7 GW, with no new capacity added, according to incomplete statistics.
No public information on offline electrolyzer deliveries was available this week.
Hydro Hui Energy successfully shipped three megawatt-level PEM electrolyzers to Europe.
Sany Hydrogen successfully completed the delivery for two major integrated projects: Shenzhen Energy's Otog Banner project and Jidian Yancheng's green hydrogen production, storage, transportation, refueling, and application project, involving a total of 20 alkaline electrolyzers with a capacity of 1,000 Nm³/h each.
Accelera, a subsidiary of Cummins, delivered a 35-megawatt (MW) proton exchange membrane (PEM) electrolysis system to Linde Group's under-construction green hydrogen plant in Niagara Falls, New York.
Guofu Hydrogen successfully shipped a 10 Nm³/h hydrogen production unit and a 10 kW fuel cell combined heat and power system to the Morocco Center of Excellence for Clean Hydrogen.
Peric Hydrogen Technology Co., Ltd. (Handan), under the 718th Research Institute of China State Shipbuilding Corporation Limited, completed the final shipping preparations for ten 1,000 Nm³/h electrolyzers, totaling 50 MW, which were officially dispatched from Lianyungang Port to Piraeus Port, Greece.
The 10,000 Nm³/h electrolyzer awarded to Sany Hydrogen for the Shenzhen Energy Otog Banner Wind-Solar Hydrogen Integration for Green Ammonia Synthesis Project was successfully shipped.
Thirteen independently developed 1,000 Nm³/h electrolyzers from CRRC Zhuzhou Institute Co., Ltd. were officially dispatched and are being delivered progressively for the Guohua Cangzhou "Green Port Hydrogen City" project.
By September 25, 2025, domestic enterprises (including overseas deliveries) delivered a total of 365.85 MW of alkaline electrolyzers in Q2 (data sourced from public information and SMM survey statistics).
Electrolyzer Project Updates:
Defengyuan (Hami) Chemical Technology Co., Ltd.:The environmental impact assessment for the integrated project of water electrolysis for 60,000 mt of green hydrogen and 180,000 mt of green melamine high-end chemical materials was published for the intended approval announcement.
National Energy Group New Energy Technology Research Institute:A tender was issued for the process package preparation service for a 100,000 mt/year CO₂ hydrogenation to methanol project. The tender requires the development and preparation of full-process packages for gas source compression, synthesis, and distillation for both 50,000 mt/year and 100,000 mt/year CO₂ catalytic hydrogenation to methanol.
LONGi Hydrogen:Announced winning the bid for the Sinopec Zhongtian Hechuang Energy Co., Ltd. Uxin Banner Wind-Solar Hydrogen Integration Project, with the supply scope including 24 alkaline electrolyzers of 1,000 Nm³/h each.
Goldwind Green Energy Hydrogen Technology (Xing'an League) Co., Ltd.:The Goldwind Wind-to-Hydrogen (Phase II) Project in Xing'an League was filed for record. The construction site is in Ulanhot City, Xing'an League. The total investment is 500 million yuan, with 100 million yuan in self-owned funds. The hydrogen production scale is 32,000 Nm³/h.
Xipeiyou:Formally signed a contract with Butwal Power Company Ltd. (BPC) of Nepal for the "Green Hydrogen Market Opportunities in Nepal" project, focusing on the core needs of hydropower-based hydrogen production and hydrogen compression and filling, providing full-process services covering scheme design, manufacturing, to operational maintenance.
Envision Energy:Held in-depth discussions with Egyptian officials and enterprises on the latest progress and cooperation framework for the green ammonia plant project located in Ataqa, Suez Governorate. According to the agreement, Benchmark will act as the main developer for the project, while Envision Energy provides technical support. The two parties plan to jointly establish a special-purpose company responsible for the construction and implementation of the green ammonia project. The first phase of the project is designed to produce 420,000 mt of green ammonia annually, primarily targeting export markets.
Gansu Runlong Hongneng Energy Management Co., Ltd.:An invitation for bids was announced for the Guazhou County Wind-Solar Hydrogen Coupling with Biomass for 150,000 mt/Year Green Methanol Integrated Demonstration Project.
Policy Review
1. The first hydrogen energy standard in the energy industry, NB/T 11810-2025 "Code for Preparation of Renewable Energy Power-to-Hydrogen Project Planning Reports," compiled under the leadership of the China Renewable Energy Engineering Institute, was officially released and will take effect on December 30, 2025.
2. The European Commission approved a €4 billion electrolyzer special fund, providing a 30% equipment cost subsidy for projects with an annual capacity of ≥500 MW, and set a 2030 efficiency target for green hydrogen project electrolyzers of ≥60% (LHV basis).
3. The European Commission issued the "Clean Industrial Deal State Aid Framework," with new regulations explicitly requiring member states to prioritize support for "Renewable Fuels of Non-Biological Origin" (RFNBOs), and ensuring public resources tilt toward low-carbon technologies through details such as fund allocation ratios and project timelines.
Corporate Developments
CITIC Group:The "Serious Statement on Illegal Elements Impersonating Subsidiaries of CITIC Group to Establish Companies" published on its official website clearly identified Junrui Hydrogen Energy Development (Chongqing) Co., Ltd. as one of the counterfeit enterprises, while Qichacha information still shows it as a state-owned enterprise.
Yancheng Gougang Development Construction Investment Co., Ltd.:The hydrogen energy equipment R&D and manufacturing headquarters construction general contracting project has been put out for tender.
China Energy Engineering Group Hydrogen Energy Co., Ltd.:Selected as the construction unit for the 2025 Li Jingguang Hydrogen Production Complete Flexible Control System and Simulation System Innovation and Efficiency Studio in the energy equipment maintenance and modification field.
Plug Power:Yingkou Maritime Bureau signed the "Green Methanol Storage and Transportation Safety and Unimpeded Cooperation Agreement" with Goldwind.
Zhongdian Fengye:Established a local joint venture (JV) in Saudi Arabia to produce its electrolyzers. The newly formed Middle East Electrolyzer Company is composed of the Green Electrode Industry Consortium, aiming to meet the growing demand in the Middle East and North Africa region.
Weifu High-Tech:Its PEM hydrogen production project department, in collaboration with the North China Electric Power University Energy and Power Innovation Research Institute, made significant breakthroughs in PEM electrolyzer safe operation research. The related research results, titled "Formation Mechanism and Safety Prevention Measures of Local Deflagration in Proton Exchange Membrane Water Electrolyzers," were published in the top international journal Nature Communications.
Patent Applications
1. Shanghai Institute of Ceramics, Chinese Academy of Sciences (China) disclosed patent CN2025110028, developing a ceramic-based anion exchange membrane with a laboratory test lifespan reaching 80,000 hours.
2. Johnson Matthey (UK) submitted patent WO2025109876, disclosing an Fe-Ni-Mo ternary non-precious metal catalyst formula with activity close to platinum-based materials.
Technology Footprints/Specifications
1. China Association for Promoting International Development (CAPID) officially released the group standard "Multi-pulse Thyristor Rectifiers for Water Electrolysis Hydrogen Production" (Standard Number T/CAPID013—2025). This standard specifies the technical requirements, test methods, inspection rules, marking, packaging, transportation, and storage of multi-pulse thyristor rectifiers for water electrolysis hydrogen production.
2. The group standard "Technical Specification for Wind-Solar-ESS Green Electricity Coupled 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-class PEM electrolyzer hydrogen production multi-field coupling test equipment.
3. 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.
4. 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 Weiwang Youlian Wi-Fi Smart Terminal Industrial Park. This achievement marks a major breakthrough in China's core equipment localization in the hydrogen energy emergency power supply field.
5. Tongda Electromagnetic Energy Co., Ltd. independently developed and manufactured China's first off-grid medium-voltage DC 20kV direct-connect hydrogen production power supply (also known as "Hydrogen Yuan 1"), which has been successfully applied.
6. Nel Hydrogen (Norway) released the new-generation PEM electrolyzer HySyner500, with current density increased to 5A/cm² and material cost per unit capacity reduced by 22%.
7. The offshore wind power PEM hydrogen production and storage system sea trial delivered by Shanghai Qisheng Chuanghe Energy Technology Co., Ltd. was successfully implemented at the Sanya Yazhou Bay offshore test site.
8. Hunan Longshen Hydrogen Energy Technology Co., Ltd. launched a PEM water electrolysis sheet extrusion coater, significantly reducing expensive catalyst raw material costs.
9. The kick-off meeting for the Guangdong Provincial Key R&D Program project in the "New-Type Energy Storage and New Energy" field—"Split Module-Type Seawater Direct Electrolysis Hydrogen Production Without Desalination Technology and System Equipment"—was grandly held at Shenzhen University.
10. Hydrogen Pu Chuangneng released a megawatt-level carbon composite plate stack at the 5th H₂-Eco International Hydrogen Ecology Annual Conference.
