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市场调查报告书

商品编码

1801914

PEM 电解器市场机会、成长动力、产业趋势分析及 2025 - 2034 年预测

PEM Electrolyzer Market Opportunity, Growth Drivers, Industry Trend Analysis, and Forecast 2025 - 2034

出版日期: 2025年08月11日 | 出版商:

Global Market Insights Inc. | 英文 161 Pages | 商品交期: 2-3个工作天内

价格

简介目录

2024年，全球PEM电解器市场规模达14亿美元，预计2034年将以30.1%的复合年增长率成长，达到456亿美元。这一成长主要得益于工业、运输和电力产业对清洁氢气日益增长的需求。随着全球各行各业寻求降低碳排放，向低碳原料的转变势在必行，尤其是在炼油、钢铁和合成氨生产等能源密集产业。

质子交换膜 (PEM) 电解器因其高效输送高纯度氢气的能力以及与波动性能源（尤其是可再生能源）输入的兼容性，正日益受到广泛关注。扶持政策、减排指令以及对氢能基础设施的大规模公私投资，为其广泛应用创造了有利条件。天然气管道基础设施和配送网路的升级预计将降低氢气输送成本，从而进一步推动 PEM 系统的普及。

市场范围
起始年份	2024
预测年份	2025-2034
起始值	14亿美元
预测值	456亿美元
复合年增长率	30.1%

PEM电解槽的工作原理是透过质子交换膜利用电能将水分解成氢气和氧气。其在可变负载下的运作灵活性使其成为与风能和太阳能等可再生能源整合的理想选择，从而为多个行业提供可靠的绿色氢气生产。

预计到2034年，500千瓦至2兆瓦容量范围的市值将超过1.12亿美元。这一增长得益于该领域的可扩展性以及在中型工业製氢领域的日益增长的应用。这些系统因其高效的占地面积和适应性，尤其受到需要备用电源的设施、加氢站和中型工业运营的青睐。其尺寸和输出功率的平衡使其成为再生能源整合、电力可靠性和现场燃料生产等新兴应用的理想解决方案。

交通运输领域占了47%的市场份额，预计到2034年将以24%的复合年增长率成长。燃料电池电动车的普及以及加氢基础设施的快速发展，持续增强了移动出行解决方案中对质子交换膜（PEM）电解器的需求。质子交换膜电解器能够生产高纯度氢气，这对于注重永续性和减排的交通网络至关重要，有助于实现大规模的绿色出行目标。

到2034年，欧洲PEM电解器市场规模将达到175亿美元，这得益于对氢能发展的大量投资和强有力的监管支持。该地区正在大力推动广泛的基础设施建设，以支持氢气的生产和在多个行业的使用。这些努力与更广泛的脱碳目标一致，公共和私人资金正在加速氢能相关技术的大规模部署和整合。

塑造全球PEM电解器市场的关键公司包括西门子能源、普拉格能源、空气化学产品公司、康明斯和Nel ASA。为了扩大市场覆盖范围并巩固竞争地位，PEM电解器製造商正在采取多项重点策略。各公司正在扩大产能，以满足不断增长的全球需求，并透过製程创新降低生产成本。与公用事业供应商和再生能源开发商建立战略合作伙伴关係，有助于将电解器的部署与清洁能源发电结合。企业也正在投资研发，以增强薄膜的耐久性、降低能耗并提高系统效率。此外，各公司正在签订长期供应协议和建立合资企业，以确保原材料供应，并加强其在全球氢能价值链的影响力。

产业生态系统
2021-2034年价格趋势分析
- 按生产方式
- 按地区
成本结构分析
监管格局
产业衝击力
- 成长动力
- 产业陷阱与挑战
成长潜力分析
波特的分析
- 供应商的议价能力
- 买家的议价能力
- 新进入者的威胁
- 替代品的威胁
PESTEL分析

第四章：竞争格局

介绍
按地区分析公司市场份额
- 北美洲
- 欧洲
- 亚太地区
- 世界其他地区
战略仪表板
策略倡议
公司标竿分析
创新与技术格局

第五章：市场规模及预测：依产能，2021 - 2034 年

主要趋势
≤ 500 千瓦
> 500千瓦 - 2兆瓦
> 2 兆瓦 - 5 兆瓦
5兆瓦以上

第六章：市场规模及预测：依应用，2021 - 2034

主要趋势
发电
运输
工业能源
工业原料
建筑暖气和供电
其他的

第七章：市场规模及预测：依地区，2021 - 2034

主要趋势
北美洲
- 我们
- 加拿大
欧洲
- 德国
- 英国
- 法国
- 义大利
- 荷兰
- 丹麦
- 西班牙
- 挪威
亚太地区
- 中国
- 日本
- 印度
- 澳洲
世界其他地区

第八章：公司简介

Air Liquide
Air Products and Chemicals
Bosch GmbH
Cummins
Elogen
Erre Due
Giner
GreenH
H2B2
Hygear
Hystar
ITM Power
LARSEN & TOUBRO LIMITED
Mcphy energy
Nel ASA
Next hydrogen
Ohmium
Ostermeier H2ydrogen Solutions
Plug Power
Siemens Energy

简介目录

Product Code: 5853

The Global PEM Electrolyzer Market was valued at USD 1.4 billion in 2024 and is estimated to grow at a CAGR of 30.1% to reach USD 45.6 billion by 2034. This growth is largely fueled by the accelerating demand for clean hydrogen across industrial, transport, and power sectors. As global industries seek to lower carbon emissions, the shift toward low-carbon feedstock is becoming imperative, especially in energy-intensive sectors like refining, steel, and ammonia production.

Proton exchange membrane (PEM) electrolyzers are gaining significant traction due to their ability to deliver high-purity hydrogen efficiently and their compatibility with fluctuating energy inputs, particularly from renewable sources. Supportive policies, emission reduction mandates, and large-scale public-private investments in hydrogen infrastructure are creating favorable conditions for widespread adoption. Upgrades in gas pipeline infrastructure and distribution networks are expected to bring down the cost of hydrogen delivery, further promoting the adoption of PEM systems.

Market Scope
Start Year	2024
Forecast Year	2025-2034
Start Value	$1.4 Billion
Forecast Value	$45.6 Billion
CAGR	30.1%

PEM electrolyzers function by splitting water into hydrogen and oxygen using electricity via a proton exchange membrane. Their operational flexibility across variable loads makes them ideal for integration with renewable energy sources such as wind and solar, allowing for reliable green hydrogen production across multiple sectors.

The >500 kW - 2 MW capacity range is projected to exceed USD 112 million in value by 2034. This growth is fueled by the segment's scalability and increasing use in mid-scale industrial hydrogen production. These systems are especially favored in facilities requiring backup power, fueling stations, and medium-scale industrial operations due to their efficient footprint and adaptability. Their balance of size and output makes them an ideal solution for emerging applications in renewable energy integration, power reliability, and on-site fuel generation.

The transportation segment held a 47% share and is forecasted to grow at a CAGR of 24% through 2034. Increasing deployment of fuel cell electric vehicles, alongside rapid developments in hydrogen refueling infrastructure, continues to strengthen demand for PEM electrolyzers in mobility solutions. Their ability to produce high-purity hydrogen makes them essential for transportation networks focused on sustainability and emission reduction, supporting large-scale green mobility goals.

Europe PEM Electrolyzer Market will reach USD 17.5 billion by 2034, driven by considerable investments and strong regulatory backing for hydrogen development. The region is pushing forward with widespread infrastructure implementation to support hydrogen production and use across multiple sectors. These efforts align with broader decarbonization targets, with public and private funding accelerating hydrogen-related deployment and integration at scale.

Key companies shaping the Global PEM Electrolyzer Market include Siemens Energy, Plug Power, Air Products & Chemicals, Cummins, and Nel ASA. To expand their market reach and reinforce competitive positioning, PEM electrolyzer manufacturers are adopting several focused strategies. Companies are scaling their manufacturing capacities to meet growing global demand and lowering production costs through process innovation. Strategic partnerships with utility providers and renewable energy developers are helping align electrolyzer deployment with clean power generation. Businesses are also investing in R&D to enhance membrane durability, reduce energy consumption, and boost system efficiency. Additionally, firms are entering long-term supply agreements and joint ventures to secure raw material access and strengthen their hydrogen value chain presence globally.

Chapter 1 Methodology & Scope

1.1 Research design
1.2 Base estimates & calculations
1.3 Forecast model
1.4 Primary research & validation
- 1.4.1 Primary sources
- 1.4.2 Data mining sources
1.5 Market definitions

Chapter 2 Executive Summary

2.1 Industry 360⁰ synopsis, 2021 - 2034
2.2 Business trends
2.3 Capacity trends
2.4 Application trends
2.5 Regional trends

Chapter 3 Industry Insights

3.1 Industry ecosystem
3.2 Price trend analysis, 2021-2034
- 3.2.1 By production method
- 3.2.2 By region
3.3 Cost structure analysis
3.4 Regulatory landscape
3.5 Industry impact forces
- 3.5.1 Growth drivers
- 3.5.2 Industry pitfalls & challenges
3.6 Growth potential analysis
3.7 Porter's analysis
- 3.7.1 Bargaining power of suppliers
- 3.7.2 Bargaining power of buyers
- 3.7.3 Threat of new entrants
- 3.7.4 Threat of substitutes
3.8 PESTEL analysis
- 3.8.1 Political factors
- 3.8.2 Economic factors
- 3.8.3 Social factors
- 3.8.4 Technological factors
- 3.8.5 Legal factors
- 3.8.6 Environmental factors

Chapter 4 Competitive landscape, 2025

4.1 Introduction
4.2 Company market share analysis, by region, 2024
- 4.2.1 North America
- 4.2.2 Europe
- 4.2.3 Asia Pacific
- 4.2.4 Rest of World
4.3 Strategic dashboard
4.4 Strategic initiatives
4.5 Company benchmarking
4.6 Innovation & technology landscape

Chapter 5 Market Size and Forecast, By Capacity, 2021 - 2034 (USD Million & MW)

5.1 Key trends
5.2 ≤ 500 kW
5.3 > 500 kW - 2 MW
5.4 > 2 MW - 5 MW
5.5 Above 5 MW

Chapter 6 Market Size and Forecast, By Application, 2021 - 2034 (USD Million & MW)

6.1 Key trends
6.2 Power generation
6.3 Transportation
6.4 Industry energy
6.5 Industry feedstock
6.6 Building heating & power
6.7 Others

Chapter 7 Market Size and Forecast, By Region, 2021 - 2034 (USD Million & MW)

7.1 Key trends
7.2 North America
- 7.2.1 U.S.
- 7.2.2 Canada
7.3 Europe
- 7.3.1 Germany
- 7.3.2 UK
- 7.3.3 France
- 7.3.4 Italy
- 7.3.5 Netherlands
- 7.3.6 Denmark
- 7.3.7 Spain
- 7.3.8 Norway
7.4 Asia Pacific
- 7.4.1 China
- 7.4.2 Japan
- 7.4.3 India
- 7.4.4 Australia
7.5 Rest of World