氢能产业报告：工业和发电领域将成绿氢应用增长极Hydrogen Industry Report: Industry and Power Generation to Become Growth Poles for Green Hydrogen

[Green Fuel International Business Network] has learned that the Third Beijing Hydrogen Industry Conference and the Beijing-Tianjin-Hebei Hydrogen Industry Development Summit were recently held in Beijing. The "China Hydrogen and Fuel Cell Industry Development Research Report (2026)" released at the conference pointed out that 2026 will be a year in which China's hydrogen industry achieves both growth in volume and qualitative change.

The report shows that as of the end of 2025, China's nominal electrolyzer capacity accounted for more than 70% of the global total, with orders for the year exceeding 5 GW; alkaline electrolyzers remained mainstream (accounting for more than 84%), while PEM electrolyzer orders increased significantly. However, a capacity utilization rate of less than 10% triggered a fierce price war, with the average bidding price for alkaline electrolyzers falling 35% from 2024. The Zhongguancun Hydrogen Industry Alliance pointed out that industry and power generation will surpass transport to become the largest growth pole for green hydrogen applications.

In the first half of the year, CHN Energy made five consecutive moves in its hydrogen business, including completing China's first pilot-scale test of hydrogen-blended combustion in a 660 MW coal-fired boiler, with a maximum hydrogen blending ratio of 45%, and leading the formulation of the first international standard for liquid hydrogen pumps. From strategic layout to standards leadership, CHN Energy is systematically advancing the development of the hydrogen industry.