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市場調查報告書
商品編碼
1797984
2032 年鹼性水電電解市場預測:按產品類型、流量、容量、應用、最終用戶和地區進行的全球分析Alkaline Water Electrolysis Market Forecasts to 2032 - Global Analysis By Product Type, Flow Rate, Capacity, Application, End User and By Geography |
根據 Stratistics MRC 的數據,全球鹼性水電電解市場預計在 2025 年價值 2,421 億美元,到 2032 年將達到 8,878 億美元,預測期內複合年成長率為 20.4%。
鹼性水電電解是一種成熟的電化學方法,利用鹼性電解質(通常是氫氧化鉀 (KOH))將水分解成氫氣和氧氣,從而產生氫氣。該方法在相對較低的溫度和壓力下運行,因其成本效益、耐用性和擴充性受到工業應用的青睞。此方法利用兩個電極和一個膜來分離氣體,適合大規模氫氣生產。
電力產業對清潔氫的需求不斷增加
發電和運輸業對清潔氫氣日益成長的需求是鹼性水電電解市場的主要驅動力。隨著各國努力實現能源結構脫碳,氫氣正逐漸成為可再生能源儲存的關鍵載體和燃料電池應用的燃料。鹼性電解系統為大規模製氫提供了一種經濟高效且可靠的解決方案。其長期的行業經驗鞏固了其信譽,使其成為尋求實現氣候變遷目標的公用事業公司和政府的首選。
高功率需求
鹼性水電電解系統的高功率需求仍然是一項重大挑戰,尤其是在電力成本高或碳排放密集的地區。雖然該製程已得到驗證且穩定,但其高能耗限制了盈利,除非與低成本的再生能源相結合。此外,它對電網的依賴阻礙了靈活性並增加了營業成本。這種限制使得該行業謹慎行事,尤其是與固體氧化物電解槽和質子交換膜 (PEM) 系統等更有效率、更先進的電解技術相比。
擴大可再生能源整合
可再生能源的日益整合為鹼性水電電解提供了重大機會。隨著全球風能和太陽能裝置容量的不斷擴大,剩餘的再生能源可以透過鹼性系統高效利用,用於綠色氫氣生產。與離網和混合動力電源的兼容性增強了遠端和分散式應用的吸引力。可再生能源與電解的整合減少了限制,改善了能源儲存,並支持國家氫能策略,尤其是在向淨零目標轉型的市場中。
可再生能源供應波動
波動的可再生能源供應對鹼性水電電解系統的性能和經濟性構成了重大威脅。與電解槽不同,鹼性系統缺乏有效處理間歇性電源所需的動態反應能力。這限制了它們在太陽能和風能輸入波動的情況下實現最佳運作的能力。不穩定的電力輸入也會影響組件壽命和氫氣純度,導致維護成本增加和運作效率降低,這可能會阻礙其在一些可再生能源豐富的地區推廣。
新冠疫情最初擾亂了全球供應鏈,導致鹼性水電電解市場的設備交付和計劃實施延遲。然而,以綠色基礎設施為重點的疫情後復甦計劃,已帶動氫能技術投資復甦。各國政府已將經濟獎勵策略轉向清潔能源,加速推動氫能先導計畫和長期舉措。這場危機也凸顯了能源韌性的重要性,進一步激發了人們對分散式氫能發電的興趣。因此,儘管短期影響是負面的,但長期前景已顯著改善。
固體鹼性水電電解槽市場預計將在預測期內佔據最大佔有率
固體鹼性水電電解槽因其成本效益高、易於擴大規模和運行穩定性,預計將在預測期內佔據最大的市場佔有率。這類系統廣泛應用於工業規模的氫氣生產,而純度和長期耐用性至關重要。其可靠的業績記錄和低成本的鹼性溶液使其成為氫能已開發經濟體和新興經濟體的理想選擇。持續的技術改進也使其比PEM替代品更具競爭力。
預計在預測期內,10 m3/h 以下的部分將呈現最高的複合年成長率。
預計在預測期內,低於10立方公尺/小時的細分市場將實現最高成長率,這得益於研究、中試和小規模工業環境中對緊湊型模組化電解槽的需求不斷成長。這些低容量設備非常適合測試氫能應用、教育用途,或與分散式太陽能系統整合。它們價格實惠、佔用空間小,並且適合在偏遠地區部署,這對於專注於早期氫能部署的已開發經濟體和新興經濟體都具有吸引力。
預計亞太地區將在預測期內佔據最大的市場佔有率。這得歸功於中國、日本和韓國等國強力的政府舉措、大規模可再生能源設施建設以及工業氫氣消費量的不斷成長。支持性法規結構和官民合作關係正在加速國內氫氣生產能力的提升。此外,該地區在減少碳排放的努力以及大規模基礎設施計劃正使亞太地區成為全球消費量投資中心。
預計北美地區在預測期內的複合年成長率最高,這得益於聯邦政府資金的增加、脫碳目標的製定以及美國和加拿大大規模清潔氫能計劃的推進。主要企業正在投資電解槽的製造和部署,而《通膨削減法案》和其他清潔能源立法也提供了顯著的獎勵。隨著交通運輸和工業領域需求的不斷成長,北美正迅速崛起,成為綠色氫能價值鏈中具有競爭力的參與者。
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.