Back to supply chains
Where does Sungrow (Hydrogen Division) source its components?
China. Supply chain mapped to 42 inputs across 5 countries.
Federal screeningFlagged
Yes. Sungrow (Hydrogen Division) is organized in China, a covered nation under the FEOC rules, which makes it a foreign entity of concern for IRA clean-energy tax credit purposes. It is not named on any of the 3 federal restricted-party lists screened for this record (DOD Section 1260H, BIS Entity List, OFAC SDN List). Is Sungrow (Hydrogen Division) a Foreign Entity of Concern?
Upstream sourcing exposure
High87% weighted
34 in covered nations - 5 elevated, of 42 nodes.
Where inputs are mined and refined. Not a FEOC determination for the company -- see the federal list screening above.
Refining chokepoint
6 of 7 processing/refining steps in covered nations
Producer1
Supplier1
Component11
Processing / Refining7
Raw Material16
Mine / Extraction6
designated covered nation elevated no known factor not assessed
Loading chain view...
Sourcing Concentration by Country
Covered NationAllied NationOther
Sourcing risk across the graph
Where each input is mined or refined. Not a FEOC determination for the company.
0
Designated (0%)
34
Covered nation (81%)
5
Elevated (12%)
3
No known factor (7%)
Legend
Node Types
Producer
Supplier
Component
Processing / Refining
Raw Material
Mine / Extraction
Logistics
Sourcing risk
Federally designated - named on a restricted-party list
Covered nation - sited in China, Russia, Iran or North Korea
Elevated - documented concentration risk, no federal listing
No known risk factor - not a compliance clearance
Not assessed - no sourcing judgement was made
Relationships
Transformation - manufactures / assembles
Refining - midstream processing (FEOC chokepoint)
Supply handoff - supplies / sources from
Arrows point in the direction material flows (input to product).
Every mapped input in the Sungrow (Hydrogen Division) supply chain
42 nodes, grouped by supply-chain tier. Sourcing risk describes where an input is mined or refined; it is not a FEOC determination for Sungrow (Hydrogen Division).
Producer (1)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Sungrow (Hydrogen Division)Hefei, Anhui, China (electrolyzer manufacturing; 30MW empirical platform, Key Materials Research Center) | China | Covered nation | Chinese OEM producing both ALK and PEM electrolyzers plus power supply and BOP; Chinese entity => FEOC flagged |
Supplier (1)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| IGBT / Thyristor Power ModulesChina (e.g. Techsem, Liyuan) | China | Covered nation | High-power thyristor/IGBT modules for the electrolysis rectifier; large Chinese domestic capacity |
Component (11)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Alkaline (ALK) Electrolyzer StackHefei, China | China | Covered nation | Sungrow's low-cost workhorse product (e.g. 1,000 Nm3/h ALK); assembled in China |
| PEM Electrolyzer StackHefei, China | China | Covered nation | Fast-response PEM product (e.g. 300 Nm3/h PEM stack); assembled in China |
| PWM/Rectifier Power SupplyChina | China | Covered nation | IGBT/thyristor DC rectifier converting AC to high-current DC for the stack; Sungrow core competency (inverter heritage) |
| Balance-of-Plant (gas-liquid separation, purification, controls)China | China | Covered nation | Gas-liquid separators, deoxo/dryer purification skid, KOH circulation, intelligent hydrogen management system |
| Nickel Electrodes (Raney-Ni coated mesh)China | China | Covered nation | Ni mesh with Raney-nickel catalytic coating; nickel coating ~47% of ALK electrode material cost |
| Composite Diaphragm (Zirfon-type ZrO2/polysulfone)China | China | Covered nation | ZrO2-reinforced polysulfone separator (Zirfon UTP-class); Chinese domestic diaphragm supply => flagged |
| ALK Bipolar / End Plates (Ni-coated carbon steel)China | China | Covered nation | Carbon-steel base plate with nickel coating; separates cells and conducts current |
| Potassium Hydroxide (KOH) ElectrolyteChina | China | Covered nation | ~30% KOH liquid electrolyte; China is a top-5 KOH producer, domestic sourcing |
| Catalyst-Coated Membrane / MEAChina | China | Covered nation | Ir-oxide anode + Pt/C cathode ink coated on PFSA membrane; MEA fabrication localized in China |
| Titanium Porous Transport Layer (Pt/Ir-coated)China | China | Covered nation | Sintered Ti PTL with Pt/Ir coating on anode side; Ti from China-dominated titanium chain |
| PEM Bipolar Plates (Ti, Pt-coated)China | China | Covered nation | Titanium bipolar/flow-field plates with platinum protective coating |
Processing and refining (7)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| PGM Precious-Metal Refinery (Pt/Ir separation)Springs / Brakpan, South Africa (Implats IRS, Sibanye) | South Africa | Elevated sourcing risk | Hydrometallurgical separation of Pt/Ir from matte; SA-refined but sponge/salt often re-processed in China for catalyst => review |
| Nickel Refinery (sulfate/Class-1)China (>75% of refining Chinese-controlled) | China | Covered nation | HPAL/RKEF-derived MHP converted to nickel sulfate / Class-1 in China; the FEOC chokepoint for nickel |
| Titanium Sponge Refinery (Kroll)China | China | Covered nation | Kroll-process conversion of TiO2 mineral to sponge; China ~67% of world sponge => flagged chokepoint |
| Fluorochemical Plant (HF/TFE/PFSA)China | China | Covered nation | CaF2 => HF => TFE => PFSA monomer/resin; specialized fluorochemical processing concentrated in China |
| Chlor-Alkali (KOH) PlantChina | China | Covered nation | Electrolysis of KCl brine to caustic potash; final KOH conversion in China => flagged |
| Copper Refinery (cathode)China | China | Covered nation | China dominates copper smelting/refining into cathode => flagged midstream |
| Silicon Metal / SiC SmelterChina | China | Covered nation | Carbothermic silicon metal and SiC production for power-semiconductor wafers; China dominant |
Raw material (16)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Iridium Oxide Anode Catalyst | South Africa | Elevated sourcing risk | IrOx OER catalyst; Ir mined as PGM by-product in South Africa but catalyst powder often finished in China/allied => review |
| Platinum Cathode Catalyst (Pt/C) | South Africa | Elevated sourcing risk | Pt on carbon-black HER catalyst; Pt mined in South Africa, downstream powder finishing mixed => review |
| PFSA Ionomer / Membrane ResinChina | China | Covered nation | Perfluorosulfonic-acid resin (Nafion-class); China building domestic PFSA capacity for local electrolyzer assembly |
| Carbon Black (catalyst support)China | China | Covered nation | High-surface-area carbon support for Pt/C; China dominant carbon-black producer |
| Refined Nickel (Class-1 / nickel powder)China | China | Covered nation | Nickel for meshes, Raney-Ni and coatings; China controls most nickel chemical conversion => flagged |
| Raney Ni-Al Alloy / Ni-Fe-Mo catalyst metalsChina | China | Covered nation | Ni-Al alloy leached to Raney nickel; Fe/Co/Mo alloying for HER/OER activity |
| Carbon Steel (bipolar/end-plate substrate)China | China | Covered nation | Steel base plate for Ni-coated ALK plates; Chinese steel |
| Zirconium Oxide (diaphragm filler)China | China | Covered nation | ZrO2 hydrophilic filler in Zirfon-type diaphragm |
| Polysulfone / PPS Polymer (diaphragm matrix)China | China | Covered nation | Chemically stable polymer backbone for the composite diaphragm |
| Potassium Chloride (KOH feedstock) | Canada | Elevated sourcing risk | Potash/KCl brine electrolyzed to KOH; potash largely allied-mined (Canada/Russia/Belarus) then converted in China => review |
| Titanium SpongeChina (Kroll-process plants) | China | Covered nation | Kroll-process titanium sponge; China ~67% of global sponge output => flagged |
| Titanium Mineral Concentrate (ilmenite/rutile)China | China | Covered nation | Ilmenite/rutile feed to sponge; China ~34% of titanium mineral output plus imports |
| Fluorspar (acid-grade CaF2)China | China | Covered nation | Primary fluorine source for TFE/PFSA; China ~60% of global fluorspar mining and export quotas |
| Tetrafluoroethylene (TFE) monomerChina | China | Covered nation | TFE + SO3 => perfluorosulfonyl fluoride monomer, 40-50% of membrane raw-material cost |
| Silicon / SiC for Power SemiconductorsChina | China | Covered nation | Silicon and silicon-carbide feed for IGBT/thyristor dies; China dominates silicon metal and SiC supply |
| Copper Busbars / WindingsChina | China | Covered nation | Refined copper for high-current DC busbars and transformer windings |
Mine and extraction (6)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Bushveld PGM Mine (Pt/Ir ore)Bushveld Complex, South Africa | South Africa | No known risk factor | Source of >75% of global iridium and majority of platinum; allied-mined => clean |
| Laterite Nickel MineSulawesi / Halmahera, Indonesia (also Philippines) | Indonesia | Elevated sourcing risk | Indonesian/Philippine laterite ore dominates mined nickel supply; heavy Chinese investment => review |
| Titanium (Ilmenite/Rutile) MinePanzhihua, Sichuan, China (plus Mozambique imports) | China | Covered nation | Ilmenite/rutile extraction; China largest producer, feeds domestic sponge |
| Fluorspar Mine (CaF2)China | China | Covered nation | Fluorite extraction; China ~60% of global fluorspar mining |
| Potash Mine (KCl / sylvinite)Saskatchewan, Canada (also Russia/Belarus) | Canada | No known risk factor | Potash ore for KCl; largely allied-mined => clean |
| Copper MineChile / Peru | Chile | No known risk factor | Copper concentrate for busbars/windings; allied-mined => clean |
Material flow (46 relationships)
- Sungrow (Hydrogen Division) manufactures Alkaline (ALK) Electrolyzer Stack (Alkaline electrolyzer stack)
- Sungrow (Hydrogen Division) manufactures PEM Electrolyzer Stack (PEM electrolyzer stack)
- Sungrow (Hydrogen Division) manufactures PWM/Rectifier Power Supply (Rectifier / PWM power supply)
- Sungrow (Hydrogen Division) assembles Balance-of-Plant (gas-liquid separation, purification, controls) (Balance-of-plant skid)
- Alkaline (ALK) Electrolyzer Stack assembles Nickel Electrodes (Raney-Ni coated mesh) (Nickel electrodes)
- Alkaline (ALK) Electrolyzer Stack assembles Composite Diaphragm (Zirfon-type ZrO2/polysulfone) (Composite diaphragm)
- Alkaline (ALK) Electrolyzer Stack assembles ALK Bipolar / End Plates (Ni-coated carbon steel) (Bipolar/end plates)
- Alkaline (ALK) Electrolyzer Stack supplies Potassium Hydroxide (KOH) Electrolyte (KOH electrolyte)
- PEM Electrolyzer Stack assembles Catalyst-Coated Membrane / MEA (Catalyst-coated membrane / MEA)
- PEM Electrolyzer Stack assembles Titanium Porous Transport Layer (Pt/Ir-coated) (Titanium PTL)
- PEM Electrolyzer Stack assembles PEM Bipolar Plates (Ti, Pt-coated) (PEM bipolar plates)
- Catalyst-Coated Membrane / MEA supplies Iridium Oxide Anode Catalyst (Iridium oxide anode catalyst)
- Catalyst-Coated Membrane / MEA supplies Platinum Cathode Catalyst (Pt/C) (Platinum cathode catalyst)
- Catalyst-Coated Membrane / MEA supplies PFSA Ionomer / Membrane Resin (PFSA membrane resin)
- Platinum Cathode Catalyst (Pt/C) supplies Carbon Black (catalyst support) (Carbon-black support)
- Nickel Electrodes (Raney-Ni coated mesh) supplies Refined Nickel (Class-1 / nickel powder) (Nickel mesh)
- Nickel Electrodes (Raney-Ni coated mesh) supplies Raney Ni-Al Alloy / Ni-Fe-Mo catalyst metals (Raney Ni-Al / Ni-Fe-Mo catalyst)
- ALK Bipolar / End Plates (Ni-coated carbon steel) supplies Carbon Steel (bipolar/end-plate substrate) (Carbon-steel substrate)
- ALK Bipolar / End Plates (Ni-coated carbon steel) supplies Refined Nickel (Class-1 / nickel powder) (Nickel coating)
- Composite Diaphragm (Zirfon-type ZrO2/polysulfone) supplies Zirconium Oxide (diaphragm filler) (Zirconium oxide filler)
- Composite Diaphragm (Zirfon-type ZrO2/polysulfone) supplies Polysulfone / PPS Polymer (diaphragm matrix) (Polysulfone matrix)
- Potassium Hydroxide (KOH) Electrolyte supplies Potassium Chloride (KOH feedstock) (KCl feedstock)
- Titanium Porous Transport Layer (Pt/Ir-coated) supplies Titanium Sponge (Titanium sponge)
- Titanium Porous Transport Layer (Pt/Ir-coated) supplies Platinum Cathode Catalyst (Pt/C) (Platinum coating)
- PEM Bipolar Plates (Ti, Pt-coated) supplies Titanium Sponge (Titanium sponge)
- Titanium Sponge supplies Titanium Mineral Concentrate (ilmenite/rutile) (Titanium mineral concentrate)
- PFSA Ionomer / Membrane Resin supplies Tetrafluoroethylene (TFE) monomer (TFE monomer)
- Tetrafluoroethylene (TFE) monomer supplies Fluorspar (acid-grade CaF2) (Fluorspar (HF source))
- PWM/Rectifier Power Supply supplies IGBT / Thyristor Power Modules (IGBT/thyristor modules)
- PWM/Rectifier Power Supply supplies Copper Busbars / Windings (Copper busbars/windings)
- IGBT / Thyristor Power Modules supplies Silicon / SiC for Power Semiconductors (Silicon/SiC wafer feed)
- Iridium Oxide Anode Catalyst sources from PGM Precious-Metal Refinery (Pt/Ir separation) (Refined iridium)
- Platinum Cathode Catalyst (Pt/C) sources from PGM Precious-Metal Refinery (Pt/Ir separation) (Refined platinum)
- PGM Precious-Metal Refinery (Pt/Ir separation) refines Bushveld PGM Mine (Pt/Ir ore) (PGM ore (Pt/Ir))
- Refined Nickel (Class-1 / nickel powder) sources from Nickel Refinery (sulfate/Class-1) (Refined nickel)
- Raney Ni-Al Alloy / Ni-Fe-Mo catalyst metals sources from Nickel Refinery (sulfate/Class-1) (Nickel for alloy)
- Nickel Refinery (sulfate/Class-1) refines Laterite Nickel Mine (Nickel laterite ore)
- Titanium Sponge sources from Titanium Sponge Refinery (Kroll) (Kroll sponge)
- Titanium Sponge Refinery (Kroll) refines Titanium (Ilmenite/Rutile) Mine (Ilmenite/rutile ore)
- Fluorspar (acid-grade CaF2) sources from Fluorochemical Plant (HF/TFE/PFSA) (HF/TFE processing)
- Fluorochemical Plant (HF/TFE/PFSA) refines Fluorspar Mine (CaF2) (Fluorspar (CaF2))
- Potassium Chloride (KOH feedstock) sources from Chlor-Alkali (KOH) Plant (KOH from KCl)
- Chlor-Alkali (KOH) Plant refines Potash Mine (KCl / sylvinite) (Potash (KCl) ore)
- Copper Busbars / Windings sources from Copper Refinery (cathode) (Copper cathode)
- Copper Refinery (cathode) refines Copper Mine (Copper concentrate)
- Silicon / SiC for Power Semiconductors sources from Silicon Metal / SiC Smelter (Silicon metal / SiC)
Sources and methodology
Research-based supply-chain map compiled from public sources - not an audited bill of materials. Tiers reflect the standard industry structure for this product. Sourcing risk on a node describes where that input is typically mined or refined; it is not a FEOC determination for Sungrow (Hydrogen Division), and it is not a screening result for the node itself unless a federal listing is cited against it. Verify against primary documentation before making a compliance determination.
Primary sources (1) - government, filings, standards bodies
Secondary sources (27) - trade press, analysts, reference works
- sungrowpower.com sungrowpower.com/en/hydrogen
- sungrowpower.com sungrowpower.com/en/products/hydrogen/alk-water-electrolysis-equipment
- sungrowpower.com sungrowpower.com/en/products/hydrogen/pem-water-electrolysis-equipment
- sungrowpower.com sungrowpower.com/en/newsdetail/sungrow-hydrogen-launches-the-300nm-h-pem-water-electrolyzer
- pv-magazine.com pv-magazine.com/2025/05/08/the-hydrogen-stream-sungrow-starts-worlds-largest-dual-tech-green-hydrogen-plant/
- eureka.patsnap.com eureka.patsnap.com/report-alkaline-water-electrolyzer-stack-design-compression-seals-and-pressure-balance
- sciencedirect.com sciencedirect.com/science/article/pii/S0360319923022590
- nickelgreen.com nickelgreen.com/introduction-to-alkaline-electrolyzer-electrode/
- epcland.com epcland.com/understanding-the-components-of-alkaline-electrolysers/
- idtechex.com idtechex.com/en/research-article/pem-electrolyzer-materials-niche-market-with-large-opportunities/30423
- plmesh.com plmesh.com/titanium-electrodes-pem-water-electrolysis-hydrogen-guide/
- sfa-oxford.com sfa-oxford.com/platinum-group-metals/iridium-market-and-iridium-price-drivers/
- phoenixrefining.com phoenixrefining.com/blog/global-iridium-supply-geology-concentration-and-strategic-risk
- sfa-oxford.com sfa-oxford.com/knowledge-and-insights/platinum-group-metals/pgm-mining/south-africa/
- miningmx.com miningmx.com/news/platinum/47335-implats-to-increase-base-metals-refining-capacity-ahead-of-pgm-project-approvals/
- sibanyestillwater.com sibanyestillwater.com/business/southern-africa/
- csis.org csis.org/analysis/indonesias-nickel-industrial-strategy
- c4ads.org c4ads.org/commentary/refining-power/
- benchmarkminerals.com benchmarkminerals.com/glossary/what-is-nickel
- theoregongroup.com theoregongroup.com/commodities/titanium/chinas-titanium-dominance-vertical-supply-chain-cost-edge-and-global-ripple-effects/
- visualcapitalist.com visualcapitalist.com/sp/visualizing-asias-dominance-in-the-titanium-supply-chain/
- pmarketresearch.com pmarketresearch.com/chemi/fuel-cell-pfsa-membrane-market/
- dataintelo.com dataintelo.com/report/perfluorosulfonic-acid-pfsa-market
- arxiv.org arxiv.org/pdf/2503.17092
- tycorun.com tycorun.com/blogs/news/top-10-inverter-igbt-companies-in-china
- en.jnmc.com en.jnmc.com/ourhistory.html
- chemicalmarketanalytics.com chemicalmarketanalytics.com/chemical/potassium-hydroxide-koh/
Common questions
- Where does Sungrow (Hydrogen Division) source the inputs in this product?
- This map traces 42 inputs across 5 countries, including 13 mines and refiners. It is compiled from public sources and is not an audited bill of materials.
- How much of the Sungrow (Hydrogen Division) supply chain sits in a covered nation?
- 34 of 42 mapped inputs are sited in a covered nation (China, Russia, Iran or North Korea) or named on a federal restricted-party list. A further 5 carry elevated sourcing risk without either basis.
- Is Sungrow (Hydrogen Division) itself a Foreign Entity of Concern?
- Yes. Sungrow (Hydrogen Division) is organized in China, a covered nation under the FEOC rules, which makes it a foreign entity of concern for IRA clean-energy tax credit purposes. It is not named on any of the 3 federal restricted-party lists screened for this record (DOD Section 1260H, BIS Entity List, OFAC SDN List). Sourcing risk in this map describes where inputs are mined and refined and is a separate question from the company's own federal screening.