On January 9, 2026, the Jiangsu Provincial Development and Reform Commission released the "List of Jiangsu Province's Major Projects for 2026" and the "List of Key Industrial Projects with Private Investment in Jiangsu Province for 2026."
The core hydrogen-related content in the documents is as follows:
- Provincial Major Hydrogen Projects (Total: 6):
- Implementation Projects (5): Covering multiple segments of the hydrogen industry chain, including the Lianyungang LONGi Green Methanol Project, the Yancheng Lanze Green Methanol Project (downstream application scenarios for green hydrogen), the Yangzhou Tianyuan Environmental Protection Hydrogen Equipment Project, the Yizheng CIMC Green Hydrogen Core Equipment Project (hydrogen equipment manufacturing), and the Suqian Qina Hydrogen Electrode Materials Phase II Project (key hydrogen materials), forming a hydrogen industry layout of "materials - equipment - application".
- Reserve Project (1): the Yancheng Envision Green Aviation Fuel Project, focusing on the exploration of green applications for hydrogen in the aviation sector.
- Provincial Key Private Investment Hydrogen Projects (Total: 2):
- Focusing on core hydrogen equipment and application scenarios, these are respectively the Wuxi Hongze Technology Hydrogen Production Electrolyzer Project (core equipment for hydrogen production) and the Changzhou Lvneng New Energy Intelligent Transportation Equipment and Hydrogen Fuel Cell Project (application of hydrogen equipment and batteries in the transportation sector), fully leveraging the investment vitality of private capital in specialized segments of the hydrogen industry.
- Overall Project Background:
- In 2026, Jiangsu Province plans to arrange 670 provincial major projects (550 implementation projects and 120 reserve projects), with an annual planned investment of 664.6 billion yuan, of which industrial projects account for over 75%. There are a total of 200 key private investment industrial projects. Hydrogen projects, as an important component of strategic emerging industries, are included in the key layout scope, and the project types cover the entire hydrogen industry chain, reflecting Jiangsu Province's emphasis on the large-scale and systematic development of the hydrogen industry.
Previously, Shanxi Province had announced that its 2026 provincial key projects include 8 hydrogen projects (including coal-to-hydrogen, hydrogen metallurgy, hydrogen fuel cells, etc.), and Hebei Province also explicitly prioritized the construction of 15 hydrogen projects (invested and constructed by enterprises such as PetroChina, Energy China, and Huaneng). The list of hydrogen projects released by Jiangsu Province this time forms a regional echo with the provincial key hydrogen project layouts of Shanxi and Hebei. All revolve around the entire hydrogen industry chain, each with its own focus (Jiangsu focuses on equipment manufacturing and downstream applications, Shanxi focuses on coal-to-hydrogen and hydrogen metallurgy, Hebei focuses on large-scale projects led by state-owned enterprises), jointly promoting the regional coordinated development of the national hydrogen industry and forming a policy and project advancement pattern of "multi-provincial linkage and complementary advantages."
