I. Policy Review: Hydrogen Policy Developments
(I) Domestic Policies
National Development and Reform Commission (NDRC):"Guiding Opinions of the National Development and Reform Commission and the National Energy Administration on Promoting New Energy Integration and Regulation." The document mentioned hydrogen-related layouts and positively impacted the development of the hydrogen industry through multi-dimensional aspects such as supporting policies for the new energy industry, market mechanisms, and technological innovation.
General Office of the Ministry of Industry and Information Technology (MIIT):"Notice on Further Accelerating the Systematic Layout and High-Level Construction of Pilot Platforms in Manufacturing." It included "clean low-carbon hydrogen" as a key industry sector, requiring regions to build pilot platforms based on their advantages, giving priority to inclusion in the ministry's key cultivation and management under equal conditions, to facilitate engineering breakthroughs in hydrogen industry technology. Approach and Goals for Pilot Platform Construction: Advance according to the principle of "strengthening a batch, activating a batch, and supplementing a batch," with "clean low-carbon hydrogen" listed alongside artificial intelligence and quantum technology as key directions for the "supplementing a batch" category; the goal is to basically establish a modern pilot platform system by the end of 2027, forming a national manufacturing pilot service network and bridging the gap from laboratory to industrialisation for key hydrogen technologies. Achievements in Hydrogen Pilot Projects: MCC Wuhan Survey's "50,000 standard cubic meter horizontal tunnel-type rock cavern hydrogen energy storage system" was included in the National Energy Administration's list of first (set) equipment, achieving three globally leading features, with its full hydrogen industry chain pilot platform promoting the implementation of national demonstration projects; Yulin Institute of Clean Energy, Chinese Academy of Sciences successfully started up a 150 mt/year magnesium hydride pilot production line, with excellent hydrogen storage performance of the product, overcoming challenges in large-scale preparation.
(II) Overseas Developments
Loblaw:Canadian retail giant Loblaw, in partnership with FortisBC and others, announced that its pilot project for hydrogen-powered heavy-duty trucks deployed in British Columbia has completed hundreds of kilometers of zero-emission transport testing.
Nel ASA:Norwegian hydrogen technology supplier Nel ASA announced that its subsidiary Nel Hydrogen US reached an agreement with Norwegian Hydrogen Solutions AS to provide PEM electrolyser equipment with a total value exceeding $50 million for two 20MW green hydrogen projects, HyFuel and Kaupanes.
II. Enterprise Dynamics: Project Signings and Technical Cooperation
(I) Project Intelligence
Karamay Meike Zhixing Car Rental Co., Ltd.:Released an online inquiry invitation announcement for the hydrogen energy business vehicle procurement project (third time); the procurement quantity is tentatively set at 10 units.
Karamay Automobile Transport Co., Ltd.:Released a hydrogen fuel procurement project (second time), with project funds self-raised, and the bid opening time set for December 2025.
China Three Gorges Corporation:The "Generation-Grid-Load-Storage Integrated" Key Technology Research and Demonstration – "Production-Storage-Transportation-Refueling" Hydrogen Comprehensive Demonstration – Hydrogen Liquefaction Station Project successfully produced liquid hydrogen.
Jiangsu Guofu Hydrogen Energy Technology Equipment Co., Ltd.:The Qilu Liquid Hydrogen Project, for which it provided core complete equipment and engineering technical services, achieved a major breakthrough, with the successful commissioning and batch liquid production of a 10 mt/day liquid hydrogen facility.
Fohai New Energy Technology Co., Ltd.:Its integrated refueling and hydrogen refueling station project officially commenced construction on the Jiancun Road section of Qiaodan Road in Xiqiao Town.
PetroChina Xinjiang Sales Company Karamay Branch:The hydrogen refueling project of the Baijiantan Comprehensive Energy Station officially commenced operation.
(II) Enterprise Dynamics
Beijing Future Hydrogen Energy Technology Co., Ltd.:Xinghu Industrial Park and Beijing Future Hydrogen Energy Technology Co., Ltd. signed an agreement for the R&D and industrialisation project of hydrogen production technology based on the serpentine reaction hydrogen generation process and steel slag hydrogen production technology. Concurrently, a pilot platform for the serpentine reaction hydrogen generation technology will be officially established in Xinghu Industrial Park.
Weishi Energy Technology Co., Ltd.:In collaboration with Haida Qingneng Ships (Dalian) Co., Ltd. and Brazilian companies JAQ, NAUTICA, and ITAIPU PARQUETEC, Brazil's first hydrogen-powered research vessel, the "Explorer H1", made its debut. It was docked at the port in Belém, Pará State, open for public visits.
Tianjin Honghong New Energy Technology Co., Ltd.:The Lingang Fertilizer Collection Port Hydrogen Heavy-Duty Truck Demonstration Operation Line, jointly developed with Lingang Port Group, was launched.
Meijin Energy:Announced a proposal to terminate part of the raised funds investment projects and permanently supplement working capital with the remaining raised funds. According to the proposal, the company plans to terminate the convertible corporate bonds raised funds project "Hydrogen Fuel Cell Power System and Hydrogen Fuel Commercial Vehicle Parts Production Project (Phase I, Stage 1)", and permanently use the remaining 179.1783 million yuan of raised funds (including wealth management income and bank deposit interest income) to supplement working capital.
China Energy Engineering Bochuang Green Fuel (Shenyang) Co., Ltd.:Its legal representative is Li Bo. Its business scope includes: power generation business, power transmission business, power supply (distribution) business; ESS technical services; sales of hydrogen refueling and storage facilities for stations; battery sales, etc. Equity penetration analysis via Qichacha shows that the company is indirectly wholly-owned by China Energy Engineering.
III. Technological Progress: Breakthroughs in Efficiency and Cost
(I) Hydrogen Production, Storage, and Transportation
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 pipeline steels (B/X42/X52/X60/X65MH), overcoming six key technical bottlenecks such as hydrogen embrittlement damage and low-temperature toughness, and formed a relatively complete product matrix for hydrogen pipeline steels.
Bao Shishun (Qinhuangdao) Steel Pipe Co., Ltd., CNPC:Successfully trial-produced multiple specifications of "longitudinal submerged arc welded pipes" (D610x12.7/14.3mm, material/X60MH) for pure hydrogen transportation.
SPIC Central Research Institute:The hydrogen storage and transportation team of the Advanced Low Carbon Institute developed a large-diameter (DN150), high-pressure (10MPa) non-metallic flexible hydrogen pipeline, which achieved safe and stable operation for 30 days on a test platform.
Offshore Engineering Special Equipment Branch, CNOOC:The self-developed design achievement of a "cryogenic liquid hydrogen storage tank" for deep-sea floating platforms received the Principle Approval (AIP) certificate from the China Classification Society (CCS), indicating that the achievement's safety and reliability fully comply with CCS specifications.
Dalian Institute of Chemical Physics, Chinese Academy of Sciences:Breakthrough in Alkaline Electrolyzer Membrane Technology: Developed an ultra-thin (20μm) composite separator, increasing the electrolysis system efficiency to 85% (LHV) with a lifespan exceeding 60,000 hours.
(II) Fuel Cell Technology/Product Updates
Qingneng Co., Ltd.:Launched a 3MW fuel cell power generation system applicable for backup power scenarios in data centers.
CIMC ENRIC:Its Jingmen Hongtu company's first set of marine methanol supply skids successfully passed certification from the China Classification Society and obtained the CCS product certificate.
Hydrogen Green Motion 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 Academy: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 Academy 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 for a system that increases the humidity of air entering the stack in the field of fuel cell technology.
Georgia Power: Announced the successful completion of the second hydrogen-natural gas blended fuel test for the M501GAC natural gas turbine, developed in cooperation with Mitsubishi Power, under both partial and full load conditions.
The US Hydrogen Energy Association (DoE) leads the establishment of the "Hydrogen Refueling Station Compatibility Alliance": Standardizing the interface for 70MPa hydrogen refueling nozzles, eliminating refueling protocol barriers for automakers such as Toyota, Hyundai, and Nikola, and promoting interoperability of hydrogen refueling networks.
