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市场调查报告书
商品编码
1797984
2032 年碱性水电电解市场预测:按产品类型、流量、容量、应用、最终用户和地区进行的全球分析Alkaline Water Electrolysis Market Forecasts to 2032 - Global Analysis By Product Type, Flow Rate, Capacity, Application, End User and By Geography |
根据 Stratistics MRC 的数据,全球碱性水电电解市场预计在 2025 年价值 2,421 亿美元,到 2032 年将达到 8,878 亿美元,预测期内复合年增长率为 20.4%。
碱性水电电解是一种成熟的电化学方法,利用碱性电解质(通常是氢氧化钾 (KOH))将水分解成氢气和氧气,从而产生氢气。该方法在相对较低的温度和压力下运行,因其成本效益、耐用性和扩充性受到工业应用的青睐。此方法利用两个电极和一个膜来分离气体,适合大规模氢气生产。
电力产业对清洁氢的需求不断增加
发电和运输业对清洁氢气日益增长的需求是碱性水电电解市场的主要驱动力。随着各国努力实现能源结构脱碳,氢气正逐渐成为可再生能源储存的关键载体和燃料电池应用的燃料。碱性电解系统为大规模製氢提供了一种经济高效且可靠的解决方案。其长期的行业经验巩固了其信誉,使其成为寻求实现气候变迁目标的公用事业公司和政府的首选。
高功率需求
碱性水电电解系统的高功率需求仍然是一项重大挑战,尤其是在电力成本高或碳排放密集的地区。虽然该製程已得到验证且稳定,但其高能耗限制了盈利,除非与低成本的再生能源相结合。此外,它对电网的依赖阻碍了灵活性并增加了营业成本。这种限制使得该行业谨慎行事,尤其是与固体氧化物电解槽和质子交换膜 (PEM) 系统等更有效率、更先进的电解技术相比。
扩大可再生能源整合
可再生能源的日益整合为碱性水电电解提供了重大机会。随着全球风能和太阳能装置容量的不断扩大,剩余的再生能源可以透过碱性系统高效利用,用于绿色氢气生产。与离网和混合动力电源的兼容性增强了远端和分散式应用的吸引力。可再生能源与电解的整合减少了限制,改善了能源储存,并支持国家氢能策略,尤其是在向净零目标转型的市场中。
可再生能源供应波动
波动的可再生能源供应对碱性水电电解系统的性能和经济性构成了重大威胁。与电解槽不同,碱性系统缺乏有效处理间歇性电源所需的动态反应能力。这限制了它们在太阳能和风能输入波动的情况下实现最佳运作的能力。不稳定的电力输入也会影响组件寿命和氢气纯度,导致维护成本增加和运作效率降低,这可能会阻碍其在一些可再生能源丰富的地区推广。
新冠疫情最初扰乱了全球供应链,导致碱性水电电解市场的设备交付和计划实施延迟。然而,以绿色基础设施为重点的疫情后復苏计划,已带动氢能技术投资復苏。各国政府已将经济奖励策略转向清洁能源,加速推动氢能先导计画和长期倡议。这场危机也凸显了能源韧性的重要性,进一步激发了人们对分散式氢能发电的兴趣。因此,儘管短期影响是负面的,但长期前景已显着改善。
固体碱性水电电解槽市场预计将在预测期内占据最大份额
固体碱性水电电解槽因其成本效益高、易于扩大规模和运行稳定性,预计将在预测期内占据最大的市场占有率。这类系统广泛应用于工业规模的氢气生产,而纯度和长期耐用性至关重要。其可靠的业绩记录和低成本的碱性溶液使其成为氢能已开发经济体和新兴经济体的理想选择。持续的技术改进也使其比PEM替代品更具竞争力。
预计在预测期内,10 m3/h 以下的部分将呈现最高的复合年增长率。
预计在预测期内,低于10立方公尺/小时的细分市场将实现最高成长率,这得益于研究、中试和小规模工业环境中对紧凑型模组化电解槽的需求不断增长。这些低容量设备非常适合测试氢能应用、教育用途,或与分散式太阳能係统整合。它们价格实惠、占用空间小,并且适合在偏远地区部署,这对于专注于早期氢能部署的已开发经济体和新兴经济体都具有吸引力。
预计亚太地区将在预测期内占据最大的市场占有率。这得归功于中国、日本和韩国等国强有力的政府倡议、大规模可再生能源设施建设以及工业氢气消费量的不断增长。支持性法规结构和官民合作关係正在加速国内氢气生产能力的提升。此外,该地区在减少碳排放的努力以及大规模基础设施计划正使亚太地区成为全球消费量投资中心。
预计北美地区在预测期内的复合年增长率最高,这得益于联邦政府资金的增加、脱碳目标的製定以及美国和加拿大大规模清洁氢能计划的推进。主要企业正在投资电解槽的製造和部署,而《通膨削减法案》和其他清洁能源立法也提供了显着的奖励。随着交通运输和工业领域需求的不断增长,北美正迅速崛起,成为绿色氢能价值链中具有竞争力的参与者。
According to Stratistics MRC, the Global Alkaline Water Electrolysis Market is accounted for $242.1 billion in 2025 and is expected to reach $887.8billion by 2032 growing at a CAGR of 20.4% during the forecast period. Alkaline Water Electrolysis is a well-established electrochemical process used to produce hydrogen by splitting water into hydrogen and oxygen using an alkaline electrolyte, typically potassium hydroxide (KOH). Operating at relatively low temperatures and pressures, it is favored for its cost-effectiveness, durability, and scalability in industrial applications. This method utilizes two electrodes and a diaphragm to separate gases, making it suitable for large-scale hydrogen generation.
Rising demand for clean hydrogen in power
Rising demand for clean hydrogen in power generation and transportation sectors is significantly driving the alkaline water electrolysis market. As nations strive to decarbonize their energy mix, hydrogen emerges as a key vector for storing renewable energy and fueling fuel cell applications. Alkaline systems offer a cost-effective and reliable solution for mass hydrogen production. Their long-standing presence in the industry further enhances trust, making them a preferred choice for utilities and governments aiming to meet climate goals.
High power requirement
The high power requirement of alkaline water electrolysis systems remains a major challenge, especially in regions with expensive or carbon-intensive electricity. Although the process is proven and stable, its energy consumption rate limits profitability unless paired with low-cost renewable power. Additionally, grid dependency can hinder flexibility and raise operational costs. This constraint has made industries cautious, particularly when comparing with more efficient or advanced electrolysis technologies like Proton Exchange Membrane (PEM) systems or Solid Oxide Electrolyzers.
Expansion in renewable energy integration
The expansion in renewable energy integration offers a robust opportunity for alkaline water electrolysis adoption. As wind and solar capacity scales globally, surplus renewable electricity can be efficiently utilized for green hydrogen production through alkaline systems. Their compatibility with off-grid or hybrid power sources enhances their attractiveness for remote or decentralized applications. This convergence of renewables and electrolysis helps mitigate curtailment, improves energy storage, and supports national hydrogen strategies, especially in markets transitioning toward net-zero targets.
Fluctuating renewable energy supply
Fluctuating renewable energy supply poses a key threat to the performance and economics of alkaline water electrolysis systems. Unlike PEM electrolyzers, alkaline systems lack the dynamic response capability required to efficiently handle intermittent power. This limits their ability to run optimally with variable solar or wind inputs. Inconsistent electricity input may also affect component life and hydrogen purity, potentially increasing maintenance costs and reducing operational efficiency, thereby discouraging adoption in certain renewable-rich regions.
The COVID-19 pandemic initially disrupted global supply chains, delaying equipment deliveries and project implementations across the alkaline water electrolysis market. However, post-pandemic recovery plans emphasizing green infrastructure led to renewed investments in hydrogen technology. Governments channeled stimulus packages toward clean energy, accelerating hydrogen pilot projects and long-term initiatives. The crisis also highlighted the need for energy resilience, further pushing interest in decentralized hydrogen generation. Consequently, while short-term impacts were negative, the long-term outlook improved substantially.
The solid alkaline water electrolyzers segment is expected to be the largest during the forecast period
The solid alkaline water electrolyzers segment is expected to account for the largest market share during the forecast period propelled by, its cost-efficiency, ease of scale-up, and operational stability. These systems are widely adopted in industrial-scale hydrogen production where purity and long-term durability are essential. Their proven track record and low-cost alkaline solution make them a favorable choice in both developed and emerging hydrogen economies. Continued technological refinements are also enhancing their competitiveness against PEM alternatives.
The less than 10 m3/h segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the less than 10 m3/h segment is predicted to witness the highest growth rate influenced by, increasing demand for compact and modular electrolyzers in research, pilot, and small-scale industrial settings. These low-capacity units are ideal for testing hydrogen applications, educational use, or integrating with solar PV systems in decentralized setups. Their affordability, minimal space requirement, and suitability for remote deployments make them attractive in both developed and emerging economies focusing on early-stage hydrogen deployment.
During the forecast period, the Asia Pacific region is expected to hold the largest market share, fuelled by strong government initiatives, massive renewable energy installations, and rising industrial hydrogen consumption in countries like China, Japan, and South Korea. Supportive regulatory frameworks and public-private partnerships are accelerating domestic hydrogen production capacities. Moreover, the region's commitment to reducing carbon emissions, coupled with large-scale infrastructure projects, is positioning Asia Pacific as a global hub for green hydrogen investments.
Over the forecast period, the North America region is anticipated to exhibit the highest CAGR, driven by increased federal funding, decarbonization goals, and major clean hydrogen projects across the U.S. and Canada. Key players are investing in electrolyzer manufacturing and deployment, while the Inflation Reduction Act and other clean energy legislation offer significant incentives. With growing demand from the transportation and industrial sectors, North America is rapidly emerging as a competitive player in the green hydrogen value chain.
Key players in the market
Some of the key players in Alkaline Water Electrolysis Market include Nel Hydrogen, Asahi Kasei, Green Hydrogen.dk, ShaanXi HuaQin, Next Hydrogen Corp., Hydrogenics, Thyssenkrupp, Teledyne Energy Systems, Inc., McPhy Energy S.A., Siemens Energy AG, ITM Power PLC, Plug Power Inc., John Cockerill Group, Enapter AG, Bloom Energy Corp., Proton Motor Power Systems PLC, Fusion Fuel Green PLC and Ohmium International.
In July 2025, Asahi Kasei announced the supply of its Aqualyzer(TM) C3, a 1 MW containerized alkaline water electrolyzer, to the Central Finland Mobility Foundation. The unit is expected to begin hydrogen production operations in early 2026 to support local green mobility projects.
In June 2025, Nel Hydrogen introduced its newest alkaline electrolyzer model featuring improved energy efficiency and increased hydrogen production capacity. The updated stack design reduces operating costs while extending equipment lifetime. Nel collaborated with major green hydrogen project developers in Europe to pilot the technology in utility-scale applications, aiming to support rapid decarbonization.
In March 2025, ITM Power entered into an agreement with Deutsche Bahn AG to supply hydrogen production systems supporting Germany's sustainable rail transportation network. The collaboration aims to replace diesel trains with hydrogen-powered alternatives, enhancing clean mobility infrastructure across the country.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.