电解槽行业发出“反内卷”倡议

Core Viewpoint - The Hydrogen Energy Promotion Association, in collaboration with 40 leading hydrogen energy companies, has released the "Initiative for Healthy Development of China's Electrolyzer Industry" to address issues such as disorderly competition and price dumping in the electrolyzer market [1][2]. Group 1: Initiative Details - The initiative outlines ten core actions aimed at promoting a healthy and orderly development of the electrolyzer industry, focusing on self-discipline and fair competition [1]. - Key proposals include avoiding unrealistic project planning, discouraging blind pessimism due to project cancellations, and preventing low-cost competition below production costs [2]. Group 2: Market Insights - The average cost of alkaline electrolyzer equipment with a capacity of 1000 standard cubic meters per hour is reported to be between 3 million to 3.5 million yuan per unit, excluding additional costs [2]. - There has been a significant decline in the average bidding price for alkaline electrolyzers, dropping nearly 21% from approximately 340 million yuan per unit in January to around 270 million yuan per unit by September [2]. Group 3: Future Actions - The Hydrogen Energy Promotion Association plans to implement the initiative through industry self-regulation and standard establishment, aiming to transition the industry from low-level competition to high-quality development [3].