Core Viewpoint - The article discusses the advancements and competitive landscape in the green hydrogen equipment sector in China, highlighting the emergence of new products and technologies from various companies, as well as the evolving market dynamics and competitive strategies [13]. Product Launches and Innovations - In the first three quarters of 2025, 25 companies launched 32 new electrolysis hydrogen production equipment products, with AEM leading with 12 new products, followed by ALK with 10, and PEM with 9 [3][4]. - Notable companies involved in ALK new products include Huadian Science and Technology, BlueStar North Chemical Machinery, and SANY Hydrogen Energy, while PEM products were launched by companies like Huadian Science and Technology and Sinopec Hydrogen Energy Machinery [3][4]. - AEM products were introduced by Future Hydrogen, Jiangsu Hydrogen Port, and Hydrogen Hummingbird, among others [3][4]. Product Characteristics - The new products exhibit features such as high current density, wide power adjustment range, and cost reduction [7][8]. - For instance, Huadian Science and Technology's PEM electrolyzer has a current density of 30,000 A/m² and a hydrogen production capacity of ≥500 Nm³/h, with a direct current energy consumption of ≤4.35 kWh/Nm³ [9]. - The second-generation alkaline electrolyzer from Tianhe Hydrogen has a rated current density of 4,000 A/m² and a direct current consumption of as low as 3.898 kWh/Nm³, achieving a 30% reduction in equipment costs [8][9]. Competitive Landscape - The competitive landscape is characterized by a three-dimensional structure involving traditional enterprise transformation, central enterprise platform integration, and innovation from emerging companies [13]. - Companies are focusing on technological differentiation, high-quality products, standardized certification, and global expansion to build competitive advantages [13]. Market Trends - The market is witnessing a shift towards high-efficiency and low-cost hydrogen production technologies, with significant advancements in PEM and AEM technologies [7][11]. - The article emphasizes the importance of innovation and the need for companies to adapt to changing market demands and technological advancements to remain competitive [13].

Core Insights - The company, Tianjin Dalu Hydrogen Equipment Co., Ltd., has transformed from generating millions in revenue to achieving 150 million yuan in sales, marking significant growth in the hydrogen equipment industry [1][2] - The company has expanded its market presence to over 40 countries, with a balanced revenue split of 50% from domestic and international markets, and a 20% year-on-year growth in foreign trade [2][4] Group 1: Business Growth and Market Expansion - The company has seen its export revenue grow from 1 million yuan to 150 million yuan since its first overseas order in 2006, with over 140 operational projects globally [2][4] - The production capacity of the company's electrolyzers has set local records, such as a 1250Nm³/h electrolyzer in Southeast Asia and a 1000Nm³/h electrolyzer in South America [2][3] Group 2: Technological Innovation - The company emphasizes technology development as a key to international expansion, creating tailored solutions for different geographical conditions [3][4] - Innovations include high-temperature resistant electrolyzers and smart equipment adaptation systems, contributing to the establishment of technical standards within the Shanghai Cooperation Organization [3] Group 3: Strategic Partnerships and Policy Support - The company benefits from the "Belt and Road" initiative and the Shanghai Cooperation Organization, which facilitate logistics and break down trade barriers [4][5] - The upcoming Shanghai Cooperation Organization summit is expected to enhance trade facilitation measures, further accelerating the export of green hydrogen equipment [4]