SMM

I. Policy Review: Hydrogen Policy Updates

(i) Domestic Policies

National Energy Administration: Released the first batch of energy sector hydrogen pilot projects for public comment. After expert review, 41 project pilots and 9 regional pilots were selected. A typical representative of the project pilots is the "Inner Mongolia Sheneng Etoke Banner Wind and Solar Power to Hydrogen Integrated Green Ammonia and Hydrogen Coupling Application Project," showcasing the core direction of the project pilots. The Jilin Changchun Songyuan Baicheng Regional Pilot serves as a model for regional-level hydrogen development.

Shanxi Provincial Development and Reform Commission: Issued the "Measures for the Management of Special Funds for Strengthening the Construction of Energy Production, Supply, Storage, and Sales Systems in Shanxi Province." Core requirements for project applications: 1. Project stage restriction: Special funds are only applicable to newly planned or ongoing projects, and in principle, do not support completed projects. 2. Uniqueness of funding: Projects that have already received other provincial special funds will not be supported by this special fund. 3. Determination method: The amount of special funds allocated to a project is generally determined once, ensuring the stability and clarity of fund distribution.

National Development and Reform Commission (NDRC): Published the "Special Fund Management Measures for Central Budgetary Investment in Energy Conservation and Carbon Reduction." The special funds focus on the field of energy conservation and carbon reduction, with key support given to the following five major directions, covering critical links such as industrial transformation, energy substitution, and technology demonstration. 1. Energy conservation and carbon reduction projects in key industries: Supporting energy conservation and carbon reduction renovations in power, steel, non-ferrous metals, building materials, petrochemicals, chemicals, and machinery industries. 2. Clean coal consumption substitution projects: Supporting low-carbon renovations of coal-fired power plants and coal chemical projects. 3. Circular economy projects aiding carbon reduction: Focusing on circular economy models, supporting related projects with carbon reduction effects. 4. Low-carbon, zero-carbon, and negative carbon demonstration projects: This is one of the core support areas, including the demonstration application of advanced green and low-carbon technologies, construction and renovation of energy supply facilities for zero-carbon parks and zero-carbon transportation corridors, production projects of green methanol and sustainable aviation fuels, and large-scale carbon capture, utilization, and storage (CCUS) project construction. 5. Projects for building basic capabilities for carbon peak and carbon neutrality: Supporting the construction of basic capabilities such as carbon emission measurement, statistics, accounting, and monitoring, including carbon emission data management systems, greenhouse gas emission factor databases, and carbon emission measurement systems.

(ii) Overseas Developments

IMO Marine Environment Protection Committee Special Meeting: Failed to reach a consensus on a net-zero emissions framework for the global shipping industry, with core disputes revolving around carbon pricing mechanisms and implementation pathways. The final resolution was postponed until 2026.

Austria Launches 275 Million Euro Hydrogen Project:On October 21, the Austrian Federal Ministry of Economic Affairs announced funding of 274.8 million euros to support four hydrogen projects, focusing on renewable hydrogen production, storage, and cross-border transportation infrastructure.

Australia Opens Applications for 2 Billion Australian Dollar Hydrogen Program:On October 10, the Australian Renewable Energy Agency (ARENA) launched the second round of the "Hydrogen Headstart Program," providing up to 2 billion Australian dollars in funding, focusing on reducing green hydrogen production costs, innovative electrolyzer technology, and end-use applications (such as green ammonia, steel, and aviation transport). This round prioritizes flexible hydrogen production models integrated with wind and solar power projects, with the expression of interest deadline set for December 9, 2025.

Japan's First Hydrogen-Fueled Tugboat Receives Certification:On October 9, ClassNK completed registration certification for the hydrogen-fueled tugboat "TEN-OH," built by Tsuneishi Shipbuilding. The vessel is equipped with a liquid hydrogen storage system and a fuel cell power unit, adopting oil-free lubricated compressors and intelligent leakage monitoring technology, and will be used for cargo transport within Hiroshima Port.

Singapore:Passed legislation on October 14 to impose a surcharge on departing flights to promote the use of sustainable aviation fuel.

II. Enterprise Dynamics: Project Signings and Technical Cooperation

(I) Project Intelligence

Inner Mongolia LONGi Hydrogen Technology Co., Ltd.:The alkaline water hydrogen production equipment production project of Inner Mongolia LONGi Hydrogen was approved. Scale: Annual production of 200 sets of alkaline water electrolyzers with a capacity of 1,000 standard cubic meters of hydrogen per hour; Process: The water electrolysis hydrogen production equipment used in this project mainly consists of an electrolyzer, hydrogen-oxygen separator, alkali solution circulation, and water replenishment system.

Long-Distance Hydrogen Pipeline:The safety demonstration meeting for the Kangbao-Caofeidian long-distance hydrogen pipeline project was successfully held. The total planned investment is approximately 13.45 billion yuan. The project starts from Kangbao County, Zhangjiakou City, and ends in Caofeidian District, Tangshan City, with a total length of approximately 1,037.82 kilometers. The pipeline design pressure is 7.2 MPa, the pipe diameter is 813 mm, and the annual hydrogen transmission capacity is 1.55 million mt. It is the world's largest diameter, highest pressure, highest capacity, longest distance, and highest steel grade green hydrogen transmission pipeline.

Shaanxi Hydrogen Dual-Wing Technology Co., Ltd.:The procurement tender for the hydrogen storage cylinder group of the Jinlian Road Hydrogen Refueling Station project was announced.

Hubei Optical Valley East State-owned Capital Investment and Operation Group Co., Ltd.:Released a tender announcement for the Daye Lin Kong Hydrogen Energy Industry Base project. Tender scope: All design content within the project construction scope, including survey, conceptual design, preliminary design, construction drawing design, etc., as well as construction work meeting the bid inviter's usage requirements outlined in the "Employer's Requirements," joint commissioning and testing, assistance in completing acceptance inspections and related procedures, implementation of warranty services, and other construction-related aspects.

Yutong Hydrogen Trucks: A strategic signing ceremony was held between the Yutong factory and Zhengzhou Transportation Construction Investment Co., Ltd. for the delivery of 200 new energy hydrogen trucks and an order for 500 light fuel cell light trucks.

(II) Enterprise Dynamics

Shanghai Wuliu Automotive Technology Co., Ltd.: Its 12 units of 42 mt hydrogen-powered heavy-duty trucks were officially put into operation for SF Express. These vehicles are equipped with fuel cell systems from Qingneng Co., Ltd. and hydrogen supply systems using Type IV cylinders from Tianhai Hydrogen Energy.

SPIC Hydrogen Energy Technology Co., Ltd.: Successfully passed the audit by the international authoritative organization TÜV Rheinland through a group certification model, officially obtaining the IATF 16949:2016 quality management system certificate in the categories of advanced materials and parts.

Jiangsu Guofu Hydrogen Energy Technology Equipment Co., Ltd.: Held a signing ceremony for a drone project with South Korea’s Hanling Liquid Hydrogen Power in Jiaxing Nanhu High-tech Industrial Development Zone.

Geely Holding Group: Signed a green shipping strategic cooperation agreement with Shanghai International Port Group at the maiden voyage ceremony of the "Yuan Chun 001," with both parties agreeing to deepen collaboration in areas such as green shipping and port intelligence.

Beijing Tianhai Hydrogen Energy Equipment Co., Ltd.: Formally signed the "Industrial-Financial Integration Agreement under the Framework of China CRRC Modern Industry Chain Co-Chain Initiative" with CRRC Capital Management Co., Ltd., a subsidiary of China CRRC Group, at the China CRRC Modern Industry Chain Integration Development Co-Chain Initiative Conference.

Guohong Hydrogen Energy Technology (Jiaxing) Co., Ltd.: Joined with the lead unit CRRC Changchun Railway Vehicles Co., Ltd. and 10 other chain enterprises, universities, and research institutions to establish the "Jilin Province Hydrogen Energy Industry Technology Innovation Consortium" at the China CRRC Modern Industry Chain Integration Development Co-Chain Initiative Conference.

III. Technological Progress: Efficiency and Cost Breakthroughs

(I) Production, Storage, and Transportation Sector

Foshan Xianhu Laboratory: The industry’s first "zero-carbon ammonia-fueled aluminum billet heating furnace" for aluminum extrusion production was launched at Foshan Xianhu Laboratory. This equipment achieves zero-carbon operation in the aluminum processing heating stage, marking a significant step forward in the green transformation of China’s aluminum processing industry.

Shougang Group Co., Ltd.: Successfully developed a full series of hydrogen transmission pipeline steels, including B/X42/X52/X60/X65MH, overcoming six key technical challenges such as hydrogen embrittlement damage and low-temperature toughness, and forming a relatively comprehensive product matrix for hydrogen transmission pipeline steels.

CNPC Baoshishun (Qinhuangdao) Steel Pipe Co., Ltd.: Successfully trial-produced multiple specifications of "longitudinal submerged arc welded pipes" (D610x12.7/14.3mm, material/X60MH) for pure hydrogen transmission.

SPIC Central Research Institute: The Advanced Low-Carbon Research Institute's hydrogen storage and transportation team has developed a large-diameter (DN150), high-pressure (10 MPa) non-metallic flexible hydrogen transmission pipeline, which has successfully achieved safe and stable operation for 30 days on the test platform.

Offshore Oil Engineering Special Equipment Branch:

The self-developed design achievement of the "cryogenic liquid hydrogen storage tank" for deep-sea floating platforms has obtained the Principle Approval (AIP) certificate from the China Classification Society (CCS), marking that the safety and reliability of the achievement fully comply with the requirements of the classification society's specifications. Dalian Institute of Chemical Physics, Chinese Academy of Sciences:

Breakthrough in alkaline electrolyzer membrane technology: Developed an ultra-thin (20 μm) composite separator, increasing the efficiency of the electrolysis system to 85% (LHV), with a lifespan exceeding 60,000 hours.

(II) Fuel Cell Technology/Product Updates Qingneng Co., Ltd.:

Launched a 3 MW fuel cell power generation system, which can be applied in backup power scenarios for data centers. CIMC ENRIC:

The first set of marine methanol supply skids developed by its Jingmen Hongtu company successfully passed the certification of the China Classification Society and obtained the CCS product certificate. Hydrogen Green Power New Energy (Wuhan) Co., Ltd.:

A micro landscaping sprinkler truck, equipped with a hydrogen internal combustion engine 2.0T power system and a built-in micro PEM hydrogen production device. Liaoning General Aviation Research Institute:

China's first four-seat electric-electric hybrid aircraft, the RX4M, independently developed by the team of Academician Yang Fengtian at the Liaoning General Aviation Research Institute of Shenyang Aerospace University, successfully completed its maiden flight at Shenyang Faku Caihu Airport, contributing the "China Solution" to the development of global electric aircraft. Dongfang Hydrogen Energy:

Obtained a patent in the field of fuel cell technology for a system that improves the humidity of incoming stack air. Georgia Power:

Announced the successful completion of the second hydrogen-natural gas blended fuel experiment for the M501GAC natural gas turbine, developed in cooperation with Mitsubishi Power, under both partial and full load conditions. U.S. Hydrogen Energy Association (DoE) leads the formation of the "Hydrogen Refueling Station Compatibility Alliance":