in 2026, the hydrogen energy industry will usher in a “good start” policy, and hydrogen production equipment will once again stand on the wind.
Hydrogen energy was written into the government work report for the third time, the second batch of hydrogen energy comprehensive application pilot launch, the National Energy Board held a symposium to clarify the strategic position of green fuels …… A “green hydrogen” as a link, connecting renewable energy and green methanol, ammonia, hydrogen metallurgy and other industrial and energy industry chain, is rapidly taking shape.
In this process, the electrolyzer, as the core equipment for the preparation of green hydrogen, has become a “wind vane” for observing the development of the hydrogen energy industry “. According to statistics of public information,
details of specific orders are as follows:
mapping: carbon cable hydrogen energy network
compared with previous years’ data: domestic open electrolyzer orders in 2023, 2024 and 2025 are 1453MW, 1166MW and 4523 MW respectively. On the face of it, the data for the first quarter of 2026 is down from the performance of 2025.
Figure: Domestic Electrolytic Cell Orders from 2023 to 2025
However, it should be noted that the 2025 orders include many special large orders. For example, the 1120MW project of renewable green hydrogen, the 1000MW project of cooperation between CICC and renewable green hydrogen, the 480MW project of China Research and Development Group, and the 360MW project of Hong Yang Hydrogen Run Energy Fuhai County. The top four orders alone contributed about 65% of the year’s scale, pushing up the total for the year.
In contrast, in the first quarter of 2026, there was no single large order. Among them, the largest order came from the National Electric Investment Pear Tree scenery green hydrogen biomass coupling green methanol project (150MW, Longji hydrogen energy and sunshine hydrogen energy won the bid). Followed by China Hydrogen Energy Development (Shandong) Hydrogenation Station Electrolytic Water Hydrogen Production Project (60MW, aerospace project winning bid) and Inner Mongolia Baofeng Coal-based New Material Scenery Hydrogen Production Project Phase I (50MW, Shanghai Electric winning bid). These three projects alone totaled 260MW, accounting for 77% of the total size in the first quarter.
from the distribution of technical routes, the total scale is 311.625MW, accounting for 92% of all orders,
the scale of direct contracted orders in the first quarter is 171MW, accounting for about 51%, which is the core way for enterprises to obtain orders. Among them, the aerospace project performed outstandingly, winning the hydrogen production project of China Hydrogen Energy Hydrogenation Station and the coal-to-olefin project of Baofeng Green Hydrogen Coupling in Inner Mongolia through direct contract, totaling 80MW orders; Shanghai Electric also locked the 50MW order of Baofeng in Inner Mongolia with direct contract.
the scale of public winning projects is 166MW, accounting for nearly 49%, mainly concentrated in large-scale demonstration projects led by central state-owned enterprises, such as the state power investment pear tree, Liaoning huadian diaobingshan and other projects. Orders disclosed in the form of shipments are only 0.625MW, accounting for less than 1%.
the top five enterprises in order scale are: Longji hydrogen energy, aerospace engineering, sunshine hydrogen energy, Shanghai electric, guofu hydrogen energy, orders were 90MW, 80MW, 60MW, 50MW, 30MW. The total order volume of these five enterprises accounted for more than 90% of the total scale in the first quarter.
