全球碱性，PEM电解槽厂商产能及预计情况一览(%)

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➢ 产能扩张看，挪威 NEL、法国 Mcphy 以及美国 Plug Power 均宣布扩产计划，NEL 碱性、PEM 现有产能分别为 500MW/50MW，拟于 2025 年扩产至 1GW/500MW；Mcphy现有碱性电解槽产能 300MW，拟于 2024 上半年扩产至 1GW；Plug Power 现有 PEM电解槽产能 1GW，预计于 2023 年扩产至 3GW。

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最后更新: 2023-03-22

图表内容

图表25：全球碱性，PEM电解槽厂商产能及预计情况一览(%)
Figure 27:Estimate of 2022 and 2023 annual electrolyzer manufacturing capacity
by producer and type
Sungrow
0.1
NEL.0.1
Sungrow
0.1
NEL
0.1
PERIC
0.1
Others
0.1
SPIC
0.1
Others.0.2
PEM
Siemens Energy
0.3
Siemens
PERIC
0.1
Energy

Cawolo.0.1
ALK
1.3
0.6
Longl
1.5
Cummins
John
1.6
Ohmium

ITM Power.
2.0
1.0
Plug Power
1.0
Total by
ITM Power
2.5
Total by
PERIC
1.4
2023:
PERIC
1.4
31.1Gw
HydrogenPro
1.3
Other non-Chinese
0.5
Plug Power.3.0
Auyan

Other
Chinese

Other
Sungrow
1.0
2.0
McPny.0.1-
Other non-Chinese

Kylin Tech
0.3
1.0
GuofuHee
1.0
NEL.0.5
Green Hydrogen
Sener
0.2
Systems
0.1
SinoHy Energy
0.5
Qingqing Songsong
0.3
Kohodo H2
0.2
Sunfire
0.5
Sunfire
0.2
Energy.
0.5
Kohodo H2
0.5
0.5
NEL
0.5
Green Hydrogen/
0.5
CPU H2
0.5
Systems
0.4
Source:Company filings
industry sources
BioombergNEF.Note:The values refer to year-end capacities.
BWEF
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