The electrolyzer industry experienced significant developments from May 8 to May 15, 2025. The Ministry of Ecology and Environment in China introduced national standards for carbon emission accounting in electrolyzers, pushing companies towards greener practices and benefiting low-carbon technologies like SOEC and AEM. Gansu's subsidies for 'Localized Wind and Solar Power-to-Hydrogen Equipment' and the EU's Carbon Border Tax impact regional competition and overseas export certification. In corporate updates, LONGi Hydrogen and ThyssenKrupp Uhde made strides in capacity expansion and international collaboration. Technological advancements included Wuhan University's SOEC achieving high steam utilization and Shandong Saikesaisi's breakthrough in alkaline electrolyzer longevity. AEM electrolyzers also saw improvements, like Jiangsu Yuanqing New Energy's reduced dynamic response time. Industry synergy was evident in partnerships between electrolyzer and power grid companies to establish virtual power plants, enhancing grid stability and revenue generation. Overall, the industry's positive sentiment towards hydrogen was highlighted through policy support, corporate advancements, technological breakthroughs, and cross-sector collaboration.