制氢设备电解槽价格“膝斩”，40家氢能企业发起行业“反内卷”倡议

Core Insights - The hydrogen industry in China is facing challenges due to chaotic competition, price wars, and a focus on short-term gains rather than long-term value [1][2][4] - The China Hydrogen Energy Promotion Association, along with 40 leading hydrogen companies, has issued a "Healthy Development Initiative" to address these issues and promote a value-first approach [1][4] Industry Challenges - The average cost of alkaline electrolyzers has decreased from 10 million yuan (approximately 1.4 million USD) in 2021 to 6.5 million yuan (approximately 910,000 USD) in 2024, indicating a significant price drop of over 60% [2] - The rapid expansion of production capacity in the hydrogen industry has not been matched by market demand, leading to aggressive pricing strategies among manufacturers [2] Competitive Landscape - The price competition has extended to international markets, with foreign clients expecting similar low bids as seen in China, potentially harming the industry's global prospects [4] - Companies are increasingly prioritizing short-term sales over research and development, which could lead to quality issues and damage brand reputation [4] Call for Change - Industry leaders are advocating for a shift from a price-centric mindset to a value-driven approach, emphasizing the importance of technological innovation and verified performance [4] - There is a pressing need for credible standards and third-party testing platforms to ensure the integrity of electrolyzer data and foster trust in the industry [4]