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Research on the Development of AEM Technology for Hydrogen Production by Water Electrolysis (II): Market and Investment Aspects.

Research on the Development of AEM Technology for Hydrogen Production by Water Electrolysis (II): Market and Investment Aspects.

In the process of the accelerated transition of the global energy structure towards low-carbon, hydrogen energy, as the core carrier of a zero-carbon energy system, is moving from the technical verification stage to a critical node of large-scale application. As the representative of the third-generation electrolysis technology, anion exchange membrane (AEM) hydrogen production technology has become the core breakthrough to solve the bottleneck of green hydrogen commercialization due to its dual advantages of "low cost + high adaptability".

Industry news

11 Jul,2025

Research on the Development of AEM Technology for Hydrogen Production by Water Electrolysis (I): Technical Aspects.

Research on the Development of AEM Technology for Hydrogen Production by Water Electrolysis (I): Technical Aspects.

Against the backdrop of the accelerated transition towards low-carbon energy sources globally, hydrogen energy, as a clean and efficient secondary energy, is regarded as a key support for achieving carbon neutrality goals. Electrolytic water splitting for hydrogen production is the core pathway to obtain green hydrogen, among which, anion exchange membrane (AEM) hydrogen production technology has become the focus of industry attention due to its characteristics of high efficiency and low cost.

Industry news

11 Jul,2025

China has surpassed Japan for the first time to take the top spot.

China has surpassed Japan for the first time to take the top spot.

The data analysis company Astamuse, funded by Nikkei Inc., has conducted a statistical analysis of patents in five fields related to hydrogen: “production,” “storage,” “transportation and supply,” “safety management,” and “utilization.” For the approximately 180,000 patents applied for globally between 2013 and 2022, the feasibility and remaining patent term were evaluated to assess the competitiveness of the patents and rankings were assigned accordingly.

Industry news

04 Jul,2025

Focus on It! China's Hydrogen Energy Takes the Global Crown! Pilot Project Selection Is About to Kick Off.

Focus on It! China's Hydrogen Energy Takes the Global Crown! Pilot Project Selection Is About to Kick Off.

Under the positive guidance of multiple factors such as national coordination, local policy promotion, and market drive, the development of China's hydrogen energy industry is shifting from pilot exploration to a new stage of orderly breakthrough.

Industry news

30 Jun,2025

100,000 tons/year of green hydrogen! 1,000,000 tons/year of hydrogen-based green fuels! Fujian Province releases its medium- and long-term hydrogen energy industry plan!

100,000 tons/year of green hydrogen! 1,000,000 tons/year of hydrogen-based green fuels! Fujian Province releases its medium- and long-term hydrogen energy industry plan!

According to information obtained by北极星氢能网 (Bjx Hydrogen Network), on June 18, the Fujian Provincial Development and Reform Commission released the notice titled "Fujian Province's Medium- and Long-term Plan for Hydrogen Energy Industry Innovation and Development (2025–2035)." The plan indicates that the period from 2025 to 2030 is designated as the initial development phase. During this period, more than 10 high-level innovation platforms will be established; 1–3 hundred-megawatt green electricity-based hydrogen production demonstration projects will be cultivated; 1–3 pilot demonstration projects for hydrogen-based green fuel bunkering ports will be built; 50 hydrogen refueling stations of various types will be constructed; 10 operational demonstration lines will be created in ports, parks, or urban areas; and the annual production of fuel cell vehicles will reach 6,000 units. The plan also aims to form a green hydrogen production capacity of 30,000 tons/year and a hydrogen-based green fuel production capacity of 100,000 tons/year, with the total output value of the hydrogen energy industry exceeding 60 billion yuan/year.

Industry news

18 Jun,2025

Why were multiple hydrogen energy projects canceled consecutively in 2025?

Why were multiple hydrogen energy projects canceled consecutively in 2025?

1. **Termination of China Tianying Project** On May 29, China Tianying Co., Ltd. issued an announcement terminating the procurement of water electrolysis hydrogen production equipment. The announcement stated that the project had undergone significant technical changes, leading to the termination of the bidding process. 2. **Termination of Huadian Yushu Wind-Powered Hydrogen Production and Synthetic Ammonia Integrated Project (Jilin)** The project was planned to build a capacity of 6,000 Nm³/h for wind-powered hydrogen production and synthetic ammonia, along with an 800,000-kilowatt wind power facility (to be approved in two phases). On May 28, 2025, the project was officially revoked by the authorities in Jilin Province, with the reasons for revocation not disclosed. 3. **Termination of the 300,000-ton Green Methanol Project in Xinjiang** The project was planned to produce 300,000 tons of green methanol annually, involving the production of green hydrogen. In early June 2025, the bidding for the project was confirmed to be terminated, with the specific reasons not disclosed. 4. **Revocation of the Fengzhen City Wind and Solar Hydrogen Production Integrated Hydrogen Energy Storage and Peak-Regulation Power Station (Inner Mongolia)** This project was the world's largest planned hydrogen energy storage project, with an EPC tender launched in January 2025. On March 3, 2025, the project was announced to be suspended due to "policy adjustments in the industry that prevented the project from proceeding as planned."

Industry news

18 Jun,2025

Inventory of 34 AEM Electrolyzer Companies in China

Inventory of 34 AEM Electrolyzer Companies in China

On August 12, 2024, H2Home (氢能之家) first released in China an article titled "Inventory of 14 AEM Electrolyzer Companies," which garnered high attention across the entire industry chain of research, academia, industry, and application. In 2025, the AEM (Anion Exchange Membrane) boom swept through the hydrogen energy industry, with emerging companies rushing to enter the market and technology iteration accelerating. H2Home has once again taken action, comprehensively tracking industry dynamics and expanding the list to 34 mainstream companies.

Industry news

18 Jun,2025