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 Viewpoint - The hydrogen industry in China is facing challenges such as disorderly competition, indicator speculation, and low-price dumping, prompting the establishment of the "Healthy Development Initiative for the Electrolyzer Industry" by the Hydrogen Energy Promotion Association and 40 leading manufacturers to address these issues and promote healthy competition [1][2]. Group 1: Industry Challenges - The rapid expansion of production capacity for water electrolysis hydrogen production equipment has not been matched by downstream market demand, leading to fierce price wars among manufacturers [2]. - The average bidding price for alkaline electrolyzers in China has dropped from 10 million yuan per unit in 2021 to 6.5 million yuan per unit in 2024, with recent bids falling to between 2.54 million and 2.85 million yuan per unit, representing a decline of over 60% from last year's average [2]. - The negative impact of price competition is extending to overseas markets, with some international clients demanding prices based on low Chinese bids, potentially harming the global market for hydrogen [2]. Group 2: Proposed Solutions - The initiative emphasizes the need for rational industry development, discouraging false planning and blind pessimism, while advocating for industry collaboration [1]. - It calls for strict adherence to truthful reporting of key metrics such as electrolyzer efficiency and lifespan, promoting healthy competition within a reasonable profit margin [1]. - The focus should shift from scale expansion to technological innovation, with an emphasis on establishing standards to regulate market order and maintain the national brand image [1][3]. Group 3: Industry Perspectives - Industry leaders are advocating for a shift from a price-centric approach to a value-driven development philosophy, emphasizing the importance of performance validation and technological innovation [3]. - There is a call for credible standards and third-party testing platforms to ensure that electrolyzer data is accurate and reliable, which is essential for the industry's long-term health [3].