China’s electrolyser exports expanded rapidly in the first half of 2026, not only in volume but also in terms of technological sophistication and product diversity. Beyond the growth of delivery volumes, two phenomena worth further thought. First, a broader range of Chinese electrolyser manufacturers secured orders or delivered equipment to overseas markets, suggesting that exports are no longer restricted to a small group of suppliers. Second, AEM electrolysers also began to emerge in overseas commercial and demonstration projects, indicating that China’s electrolyser exports are gradually expanding beyond alkaline (ALK) systems, which they have a huge cost advantage.
The geographic scope of these orders also widened. Chinese suppliers reported orders or equipment deliveries in India, Morocco, Germany, Spain, Nepal, Kazakhstan, Kenya, Oman, Paraguay, Saudi Arabia and Australia, among other markets. Some orders were relatively large. Sungrow Hydrogen, for example, shipped 160 MW of alkaline electrolysers for ACME Group’s green ammonia project in Oman, while several Chinese suppliers won electrolyser packages for Kaishan Group’s geothermal-powered green fertilizer project in Kenya.
At the same time, AEM technology started to emerge in overseas markets. Mingyang Hydrogen signed a contract in Spain covering a 1 MW AEM system alongside a 25 MW alkaline system, with the AEM unit scheduled for delivery in 2026.
Continue to see all the major overseas developments by Chinese electrolyser manufacturers in H1 2026.
1. Jiangsu Guofu Hydrogen Energy (Guofu)
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