FLAGSHIP REPORT
The Rise of Electrolysers in China 2026- Products, Pricing and Implications
60+ pager report providing an in-depth status check on China domestic electrolyser market- by OEM landscape & Leaderboard, installations and orderbook, product portfolio of OEMs, innovation trends and electrolyser pricing trends.
Price USD 4,990
VNZ Insights , Rise of Electrolysers in China 2026 report provides an in-depth overview of Chinese electrolyser market along with ELY OEMs portfolio development and electrolyser pricing trends:
- China Electrolyser Market Overview
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• Policy Scenario
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• By capacity
- • By ELY tech.
- • By Electrolyser OEMs
- • By Project size
- • Top 15 projects
- • By capacity
- • By ELY tech
- • By Electrolyser OEMs
- • Top 15 projects
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• Electrolyser landscape assessment of 100+ Chinese OEMs:
- • Technology type
- • Technology maturity
- • Technology preferences
- • Partnerships and Certifications
- • Orders and deliveries outside China
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• 50 GW+ manufacturing capacity assessment for operational, under-construction & announced facilities by:
- • Players: Leaders, Challengers, Emerging Challengers, Others
- • Technology: AWE, PEM, SOEC, AEM, Others
- • Footprint expansion
- • Demand-supply assessment towards 2030
- • Electrolyser Product Portfolio comparison and development trends of leaders and challengers in China:
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- • By technology
- • By stack size (in MW)
- • By efficiency (in kWh)
- • By pressure (in bars)
- • By dynamic range
- • Electrolyser stack pricing trends over time and across technologies:
- • By year
- • By technology
- • By OEM
- • By stack capacity
- • By project size
- • By technology
- • By OEM
Key Takeaways
- China Market: China continues to drive the electrolyser market with nearly half of the global electrolyser delivered in China at end of 2025 and with more than 2/3rd of global firm electrolyser orders in 2025 announced in China.
- Chinese OEM Landscape, Leaderboard and Manufacturing Insights: More than 100 players currently active in the China Electrolyser landscape with 181 positions spread across different ELY technologies.
- Electrolyser Product Portfolio and Pricing Trends: OEMs are advancing with large capacity stacks both in Alkaline and PEM technology, and simultaneously launching products in the AEM tech. Electrolyser prices for ALK and PEM have reduced by almost 50% over the 2022–2025 period Many more insights by player, technology, project size, geography can be found in the report.
Key Questions Addressed
- What are the Electrolyser installation & orderbook trends in 2025 in China?
- • By cumulative/annual capacity
- • By electrolyser technology: ALK, PEM, SOEC, AEM, Others
- • By Electrolyser OEMs
- • By Asset Owners
- • By Project size: 200MW+, 50-200MW, 5-50MW, 1-5MW, sub-MW
- Who are the Leaders and Challengers in Chinese Electrolyser OEM landscape?
- • How is the landscape of 100+ companies segmented by electrolyser technology, technical maturity, geography, and business model?
- • Who are the Leaders and Challengers in market based on delivered capacity and orderbook globally and in China?
- • What are the major trends within the Electrolyser OEM landscape by concentration, geography, business model, etc.?
- How will Electrolyser supply capacity likely to evolve towards 2030?
- • What is the current electrolyser supply capacity in China based on operational and under-construction capacity and how is it segmented by?
- • ELY OEMs: Leaders, Challengers, and Others
- • By Electrolyser Technology
- • What are the demand-supply dynamics towards 2030?
- How are OEMs evolving their product portfolios?
- • What is the current product portfolio of leading Chinese OEMs in PEM and ALK technology segment?
- • Which OEMs launched new products in 2025 and what are the key development focus areas for leading OEMs?
- • How are OEMs pivoting from standardized stacks to application-specific systems?
- How has the electrolyser pricing evolved over 2022-25?
- • What are the electrolyser sourcing strategies by asset owners?
- • How is the electrolyser bidding evolving in terms of scope of delivery and pricing?
- • How the electrolyser bidding price varies by technology, OEMs, Project size and contract scope and associated trends over the years?
Who needs this report?
This report is relevant for everyone involved in the Green Hydrogen ecosystem.
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