Longi Hydrogen, a leading Chinese electrolyzer manufacturer, has obtained regional government approval to construct a 1GW alkaline-electrolyzer production facility in Inner Mongolia, signaling a significant expansion in China’s green hydrogen infrastructure.
The new plant will supplement Longi’s existing 2.5GW annual manufacturing capacity, positioning the company to meet rapidly growing domestic and international demand for renewable hydrogen solutions.
The Inner Mongolia project reflects both regional industrial policy and China’s broader hydrogen strategy. Alkaline electrolysers, favored for their scalability and cost-effectiveness, are central to industrial and mobility decarbonization efforts. Longi’s expansion comes as China intensifies efforts to build a domestic supply chain for hydrogen equipment, reducing reliance on imports of critical components and securing long-term energy transition objectives.
Industry analysts note that scaling production to 3.5GW annually could help alleviate bottlenecks in electrolyser supply, which have constrained project deployment amid rising hydrogen demand. According to IRENA, global electrolyser capacity will need to increase tenfold by 2030 to meet climate-aligned hydrogen production targets, placing pressure on manufacturers to expand efficiently while maintaining cost and quality standards.
Longi Hydrogen has indicated that the Inner Mongolia plant will leverage local renewable electricity availability, aligning production with low-carbon supply requirements. Integration of the facility into regional energy infrastructure may also facilitate synergies with wind and solar projects in the area, improving utilization rates and lowering hydrogen production costs.
The company’s strategic expansion underscores the competitive landscape in electrolyser manufacturing, where Chinese players are increasingly targeting scale, regional incentives, and supply chain resilience to capture growing market share in the Asia-Pacific and beyond. By adding 1GW of production, Longi aims to consolidate its position in a market where demand for electrolysers is projected to grow at a compound annual rate exceeding 30% over the next five years.
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