As China races ahead with hydrogen policy and pilot projects, a global electronics manufacturer turned to Arches for clarity. Through targeted insights and expert perspectives, Arches helped chart their path into this fast-moving market.

Challenge

A global electronics manufacturer saw renewables reshaping the energy market. Our client also viewed hydrogen as the next big alternative to fossil fuels. To capture this opportunity, they needed clarity on China’s fast-moving hydrogen policies and testing projects and where their products could fit in.

Arches’ Approach

• Policy Research (Desk Research):
  
  • Mapped China’s national hydrogen strategy and related renewable energy policies.
    
  • Analyzed subnational government initiatives aligned with central policy.
    
  • Assessed progress, challenges, and success factors of policy implementation.
    
• Case Research (Desk Research + Expert Interviews):
  
  • Compiled a list of hydrogen testing areas across China, profiling projects, operators, and current status.
    
  • Interviewed project owners and EPC firms to uncover project plans, bidding rules, management challenges, and vendor requirements.

Outcome

Arches confirmed that the client’s products resolved critical bottlenecks in building and managing the supply chains, while also offering clear technological advantages. This positioned the company as a valuable partner to 10+ players in China’s hydrogen ecosystem. Building on these insights, Arches has continued to support the client in tracking more than 20 local competitors and shaping strategies to stand out against rivals.