BEIJING — On August 11^th, China's National Energy Administration (NEA) officially released the "China Hydrogen Energy Development Report (2026)." According to the report, global hydrogen production and consumption reached approximately 109 million tonnes in 2025, up 3% year-on-year. Global installed renewable hydrogen production capacity reached around 500,000 tonnes per year, with China and Europe together contributing over 70%, and China alone accounting for 53%.

China's overall hydrogen production capacity exceeded 51 million tonnes per year in 2025, with actual annual output surpassing 39 million tonnes. Installed and operational capacity for renewable hydrogen production exceeded 250,000 tonnes per year—more than doubling from the end of 2024—while capacity under construction crossed 900,000 tonnes per year. Furthermore, installed production capacities for green ammonia and green methanol reached 700,000 tonnes and 380,000 tonnes per year.

On the application and infrastructure front, China cumulatively built over 590 hydrogen refueling stations, with six major ports now equipped for green ammonia or green methanol bunkering. Market dynamics showed steady cost reductions, as average prices dropped to RMB 26.2/kg on the production side (down 6.7% YoY) and RMB 44.5/kg at the pump (down 8.4% YoY). Transportation adoption also accelerated, driven by the deployment of nearly 8,000 fuel cell vehicles in 2025 and a cumulative rollout of roughly 29,000 hydrogen-powered two-wheelers.

Source：NEA