This week, the total capacity of the alkaline electrolyzer market remained at 35.77 GW, with deliveries maintaining 1,044.51 MW by the end of 2024. There were no new technological advancements in PEM, AEM, and SOEC. Some enterprises and green hydrogen projects made progress, but the impact on electrolyzer deliveries and competition was relatively small.
- Enterprise Cooperation and Project Implementation
- LONGi Green Energy Partners with Gezhouba Group Under China Energy Engineering Corporation : The cooperation focuses on the development and application of green hydrogen-ammonia, leveraging both parties' advantages in the new energy sector to promote the integration of the hydrogen production electrolyzer industry chain with related industries.
- Hubei Province's First National-Level Hydrogen Energy Project Successfully Connected to the Grid : On March 7, Hubei Province's first national-level hydrogen energy project was successfully connected to the grid. The project has a planned total investment of 3.437 billion yuan, encompassing PV power generation, green electricity-based hydrogen production, and the entire industry chain ecosystem, which will drive the development of the local hydrogen production electrolyzer industry chain.
- Enterprise Updates and Progress
- Sheng Hydrogen Signs Orders : Guangdong Sheng Hydrogen Equipment Co., Ltd. reached order agreements with a Beijing-based hydrogen energy technology detection institution and a Shanghai-based hydrogen energy research institute, successfully signing contracts for seven electrolyzer units and initiating in-depth collaboration on equipment efficiency optimization.
- Electrolyzer Tendering and Procurement
- China Energy Engineering Shijiazhuang Project Tender : On March 7, the PV hydrogen production and hydrogen energy supporting industry project in Luquan District, Shijiazhuang, under China Energy Engineering, issued a competitive procurement announcement for alkaline electrolyzer hydrogen production units and complete power supply equipment. The tender capacity is 7,000 Nm³/h, which will positively contribute to the development of the local hydrogen production electrolyzer industry.
