Core Viewpoint - The hydrogen production technology is crucial for the feasibility of large-scale hydrogen energy applications, with ALK technology currently dominating the market due to its lower costs, despite facing significant technical challenges [1][3][4]. Summary by Sections Hydrogen Production Technologies - The domestic public procurement scale for electrolysis hydrogen production equipment is projected to reach 323.8 MW by H1 2025, with ALK technology accounting for 89% of the orders due to its cost-effectiveness in industrial hydrogen production [1]. - PEM technology, while having advantages in efficiency and response speed, only accounted for 8% of orders in combination with ALK and 2% independently, primarily due to high costs and challenges in durability and cost control [1][3]. - AEM technology is gaining attention for combining the advantages of both ALK and PEM, but it is still in the early development stage and faces challenges such as membrane stability and electrode reaction kinetics [3][4]. - SOEC technology utilizes high-temperature waste heat to improve hydrogen production efficiency but is hindered by material corrosion issues and high manufacturing and operational costs, making large-scale commercialization difficult [4]. Industry Events - The 2025 TrendBank Green Hydrogen Industry Conference will be held on August 27-28 in Wuxi, featuring a special session on systems and electrolyzers, with participation from leading companies in the hydrogen sector [4][5][6]. - The conference aims to address the challenges in hydrogen production technologies and promote discussions on innovative solutions and industry advancements [4][5][6]. Key Presentations and Discussions - The conference will include presentations on various topics such as the development of hydrogen technologies under carbon neutrality goals, innovations in SOEC technology, and the commercialization of PEM technology [5][6][7][8]. - Notable speakers include industry leaders and experts who will share insights on the current state and future outlook of the hydrogen market [5][6][7][8]. Market Trends and Future Outlook - The hydrogen industry is expected to continue evolving with ongoing research and development aimed at overcoming the technical challenges faced by different hydrogen production technologies [1][3][4]. - The focus on cost reduction and efficiency improvements will be critical for the widespread adoption of hydrogen as a clean energy source [1][3][4].

Core Viewpoint - AEM hydrogen production technology, as a third-generation electrolysis technology, shows great potential but is still in the early development stage, facing challenges such as insufficient technological maturity and a weak supply chain [1][6][10]. Supply Chain Challenges - The core materials for AEM electrolysis cells, including membranes, catalysts, electrodes, diffusion layers, and bipolar plates, are currently facing supply shortages or monopolistic issues [2][4]. - The domestic production of membrane materials is limited, with few manufacturers achieving stable mass production, leading to high costs and performance issues [2][4]. - The lack of specialized BOP suppliers exacerbates the supply chain's incompleteness, forcing companies to self-design and produce, which increases costs [4][10]. Technological Maturity and Production Barriers - AEM hydrogen production is transitioning from laboratory to commercial application, with significant technical challenges in scaling from small to medium-sized systems [6]. - Current AEM demonstration projects are experimental, and the market is unlikely to scale up without thorough engineering validation and technical optimization [6][10]. - Industry experts suggest focusing on improving technology and cost issues, such as enhancing adaptability to renewable energy fluctuations and extending equipment lifespan [6]. External Policy Impacts - Domestic supply chains are influenced by external policies, such as the U.S. stance on energy, which has created challenges for the hydrogen industry through technology export controls and trade barriers [8]. - These challenges have prompted domestic companies to accelerate independent research and production, providing opportunities for the rise of local supply chains [8]. Industry Development Recommendations - A complete and professional supply chain ecosystem is essential for the commercialization of AEM hydrogen production [10]. - The industry should encourage more players to enter the market to foster healthy competition, which can lead to cost reduction and efficiency improvements [10]. - There is a call for supportive policies to promote the localization of key materials and enhance collaboration between industry, academia, and research institutions to improve technological maturity [10].