[Beijing's H1 Passenger Car New L2 Assisted Driving Penetration Rate Reaches 77.5%, L3 Mass-Produced Models First to Land] At the Media Roundtable of the 2026 World Intelligent Connected Vehicles Conference, Su Guobin, Deputy Director of Beijing Municipal Bureau of Economy and Information Technology, introduced that in H1 2026, the penetration rate of Level 2 combined assisted driving among new passenger cars in the city reached 77.5%, higher than the national average level of 70%; BAIC Arcfox Alpha S became one of the first L3-level conditional autonomous driving mass-produced car models nationwide, taking the lead in achieving legal road operation and commercial deployment of high-level autonomous driving; supported by the country’s first high-level autonomous driving demonstration zone, Beijing has cumulatively issued over 1,500 test licenses, with safe testing mileage exceeding 65 million kilometers. In terms of Beijing-Tianjin-Hebei collaboration, Beijing is jointly building an intelligent connected NEV technology and ecology port with Tianjin and Hebei, which has attracted over 200 industry chain enterprises, with 53 signing and settling. Next, Beijing will focus on four aspects: industrialisation of high-level autonomous driving, “Dual Intelligence” 4 construction, core technology breakthroughs, and Beijing-Tianjin-Hebei industrial collaboration, to build a world-class industrial cluster.

Capacity side, based on incomplete statistics, China's alkaline electrolyzer market stands at 43.77 GW, while the PEM electrolyzer market stands at 2.7 GW. Trina Green Hydrogen has completed the loading of two containerized integrated hydrogen production and refueling products, which will be shipped to Europe for use in a local integrated hydrogen production and refueling station demonstration project. The 100 Nm³ products shipped this time feature in-house developed alkaline electrolyzers at their core, adopt a containerized integration solution, and integrate full units including electrolytic hydrogen production, gas-liquid separation, and deep purification. Project Related Updates: Ordos Weiner Green Energy Logistics Co., Ltd.: The green logistics and hydrogen-electricity integrated hydrogen production and refueling project of Ordos Weiner Green Energy Logistics has obtained filing approval. The project is located in Dalaqi Banner Three Gorges Industrial Park, with a total investment of 63.1638 million yuan. It plans to build one 6 mt hydrogen refueling station, along with one 6,000 Nm³/h PSA physical hydrogen purification unit. The construction period is from August 2026 to August 2027. Wojiang Clean Energy (Xinjiang Zhundong Economic and Technological Development Zone) Co., Ltd.: Xinjiang Xinye State-owned Assets Management (Group) Co., Ltd. has issued negotiation and procurement announcements for the water electrolysis hydrogen production unit of its Zhundong 2 billion m³/year coal-to-natural gas project, officially launching the tender for 15,000 Nm³/h-scale water electrolysis hydrogen production equipment, aiming to build a large-scale green hydrogen and low-carbon demonstration project for Xinjiang's coal chemical industry. The project is located in the Zhundong Economic and Technological Development Zone, Changji Hui Autonomous Prefecture, Xinjiang. Using coal as feedstock, it adopts mainstream coal chemical processes including fixed-bed crushed coal pressurized gasification, shift conversion, acid gas removal, and methanation, with planned annual output of 2 billion m³ of coal-to-natural gas, along with co-production of multiple chemical products such as naphtha, crude phenol, sulfur, liquid CO₂, liquid ammonia, green methanol, sodium chloride, and mirabilite. The water electrolysis hydrogen production unit under this tender is a low-carbon core supporting unit of the project, with a hydrogen production capacity of 15,000 Nm³/h. Baowu Clean Energy (Yangjiang) Co., Ltd.: The Baowu Clean Energy Yangjiang Green Energy Industrial Base (Green Hydrogen Production Site) project has completed filing. The project is developed by Baowu Clean Energy (Yangjiang) Co., Ltd., located on Fengtou Island in Yangxi County High-tech Zone, Yangjiang City. With a total investment of 5.2 billion yuan, it covers an area of 233,100 m² and has a building area of 110,000 m². It plans to construct eight factory buildings, supported by green hydrogen production workshops, material areas, and office areas. The project will use offshore wind power directly connected to water electrolysis to produce green hydrogen. Upon completion, it is expected to produce about 80,000 mt of green hydrogen annually, with an annual output value of 840 million yuan. Construction is planned to start on December 1, 2027 and be completed on June 1, 2029. Shanghai Electric Luyuan Technology (Jilin) Co., Ltd. : The Baicheng Taonan green hydrogen coupled with biomass green alcohol-oil integration new project has completed filing. The project has a total investment of 2.8647 billion yuan, covers an area of approximately 366,500 m², and plans to produce 208,300 mt of green methanol and 10,000 mt of sustainable aviation fuel (SAF) annually. It plans to build core units such as biomass gasification, water electrolysis hydrogen production, methanol synthesis and distillation, and SAF production, with simultaneous construction of supporting utilities including water treatment, power distribution, and site office facilities. The project plans to start construction in August 2026 and be completed in December 2028. Inner Mongolia Hydrogen Power Technology Co., Ltd. : The Inner Mongolia Hydrogen Power Technology Dalad Banner grid-side standalone ESS demonstration project has commenced in the Dalad Economic Development Zone. With a total investment of 150 million yuan, it covers an area of 42 mu and has an energy storage capacity of 2 MW/4 MWh. It adopts a pure hydrogen energy storage route, equipped with 12 sets of 1,000 m³ alkaline electrolyzers, 2 sets of 1 MW hydrogen fuel cells, and 90,000 m³ hydrogen storage units, establishing an integrated industry chain of hydrogen production, hydrogen storage, and hydrogen power generation. Diaobingshan Huadian Clean Energy Co., Ltd.: The Liaoning Huadian Diaobingshan 450,000 kW wind power-to-hydrogen coupled green methanol integration demonstration project has reached an important construction period, with the first batch of main steel structure columns successfully lifted into place, marking the official transition from civil works to the critical steel structure installation phase and an overall acceleration of construction progress. The project is a key new energy demonstration project in Liaoning Province, with a total installed capacity of 450,000 kW. Shaanxi Coal Group Yulin Chemical Co., Ltd. : Shuangliang Hydrogen secured an order from Shaanxi Coal Group Yulin Chemical for four 3000 Nm³/h alkaline electrolyzers. This project is the supporting hydrogen production unit for the first phase of the second stage of Yulin Chemical's 15 million mt/year coal graded conversion demonstration project. The total supporting hydrogen production scale is 12,000 Nm³/h of hydrogen and 6,000 Nm³/h of oxygen. The unit will serve coal-to-methanol, methanol-to-olefins, and downstream deep processing production. Da'an Jidian Green Hydrogen Energy Co., Ltd. : SPIC Green Energy announced the bid candidates for Section D20-01 of its 20th batch of centralized new energy tenders in 2026. This section involves the procurement of an additional 1,000 Nm³/h alkaline electrolysis hydrogen production equipment for the Da'an wind and solar-based green hydrogen-to-synthetic ammonia integrated demonstration project. The first-ranked candidate is Jiangsu Trina Green Hydrogen Technology Co., Ltd., with a bid price of 4.5251 million yuan (tax excluded). The project is located in Liangjiazi Town, Da'an City, Baicheng, Jilin Province. The overall annual hydrogen production is 32,000 mt, and the annual synthetic ammonia output is 180,000 mt, alongside supporting air separation units and hydrogen storage facilities. Inner Mongolia Baotou Steel Xin Energy Co., Ltd. : Candidates for the design procurement for the Inner Mongolia Baotou Steel Xin wind power-hydrogen-storage integrated demonstration project were publicly announced. The top three candidate units and their tax-excluded quotes are: North Engineering Design & Research Institute (778,000 yuan), Hubei Electric Power Planning and Design Institute (805,800 yuan), and PowerChina Huadong Engineering Corporation (809,300 yuan). This demonstration project simultaneously deploys two electrolytic hydrogen production routes, configured with 1,000 Nm³/h alkaline water electrolysis and 500 Nm³/h PEM hydrogen production units, complemented by 20 m³, 1.5 MPa gaseous hydrogen storage tanks. It rents a 100 kg solid-state hydrogen storage system for technical verification, and concurrently builds a full set of supporting utilities including power supply, control, and nitrogen production. PipeChina Group: The first domestic field test for the sequential transportation of fuel methanol via a long-distance refined oil pipeline, led and implemented by PipeChina Group, was successfully concluded in Xianyang, Shaanxi. This marks a key breakthrough for China's methanol sequential transportation technology in refined oil pipelines, moving from theoretical research to engineering practice verification. Policy Review 1. The National Energy Administration issued the Energy Sector Energy Saving and Carbon Reduction Action Plan (2026-2028). The document notes to accelerate the energy-saving and carbon reduction transformation of coal mine equipment and facilities, promoting energy-saving technologies such as intelligent variable frequency speed control and energy consumption monitoring in large-load electromechanical equipment. It promotes the new energy replacement of mining area transportation equipment, applying electric and hydrogen fuel cell mining trucks on a large scale in suitable open-pit coal mines, and gradually implementing electric trackless rubber-tyred vehicles in underground coal mines based on transportation methods. 2. The State Council issued a notice on the 15th Five-Year Plan for Peaking Carbon Emissions Action Plan. The document notes to vigorously promote non-fossil energy development. It adheres to the simultaneous development of wind, solar, hydro, nuclear, and other energy sources, developing new energy with greater intensity, coordinating development layout, consumption, and utilization, and expanding the effective supply of non-fossil energy. It proposes building clean energy bases including wind and solar PV in the Three-North region, integrated hydro, wind and solar energy in Southwest China, coastal nuclear power, and offshore wind power, actively developing distributed PV and dispersed wind power, promoting the large-scale development of solar thermal and ocean energy power generation, utilizing biomass and geothermal energy according to local conditions, and arranging the construction of integrated bases for wind, solar, hydrogen, ammonia, and methanol. 3. The Shandong Provincial Energy Bureau issued the Notice on Strengthening and Regulating the Development of Green Electricity Direct Connection. The document states to support distributed PV to participate in multi-user green electricity direct connection through centralized confluence. It strengthens source-load matching. The project's overall annual self-generated and self-consumed new energy electricity accounts for no less than 60% of the total available power generation and no less than 30% of total electricity consumption, reaching no less than 35% before 2030. The proportion of grid-connected electricity to total available power generation is capped at no more than 20%, and reverse power transmission to the public power grid is prohibited during grid new energy curtailment periods. For green electricity direct connection projects such as offshore wind power connecting to offshore oil and gas platforms, hydrogen, ammonia, and methanol production, and computing power facilities, the proportion of grid-connected electricity can be relaxed to 40%. New energy curtailment from green electricity direct connection projects is excluded from new energy utilization rate statistics. Projects are encouraged to reduce system regulation pressure through means such as rationally configuring energy storage and tapping into flexible load adjustment potential. Enterprise News Beiben Heavy-Duty Truck Group Co., Ltd. : The "Open Bidding for Major Technical Challenges" special project, led by Beiben Heavy-Duty Truck in collaboration with Shanghai Reinventing Energy Technology Co., Ltd., which formed an innovation consortium for coordinated tackling of key problems, achieved a major outcome—a 300 kW large power hydrogen fuel cell tractor officially rolled off the production line and successfully completed the declaration for the national motor vehicle product announcement. Wuhan Huagong Laser Engineering Co., Ltd. : China's first fully automated turnkey production line for gigawatt-level alkaline electrolyzers exported overseas was successfully shipped, achieving a benchmark batch-scale overseas delivery for the industry. China Hydrogen Energy Group Co., Ltd. : It fully authorized Xinersheng Machinery (Jiangsu) Co., Ltd. to implement the production task for the full range of intelligent unmanned vehicle equipment, engaging in the large-scale batch production of hydrogen-powered, battery-powered, and other powertrain-based unmanned intelligent driving vehicles. Tianji Hydrogen Energy Technology (Beijing) Co., Ltd. : It officially launched two major new product series, the HIS Integrated Hydrogen Refueling Station and the HES Hydrogen-Electric Energy System, simultaneously deploying technology routes across ALK, PEM, and AEM. Guangdong Yuntao Hydrogen Technology Co., Ltd. : Yuntao Hydrogen and Kaiping Public Utility Group successfully held a signing ceremony for a strategic cooperation in the hydrogen energy industry. This signing represents a key cooperative project for Kaiping City to advance its green and low-carbon industrial layout and implement the transformation and upgrading of its energy structure. Suzhou Suqing Hydrogen Equipment Co., Ltd.: To provide a rapid replacement of electrolyzers for global automotive glass leader Fuyao Glass, Suzhou Suqing Hydrogen Equipment Co., Ltd. completed the full process of production, assembly, and air tightness testing for the electrolyzer in just 60 days, delivering the equipment on schedule. Cockerill Jingli (Suzhou) Hydrogen Technology Co., Ltd. : Dutch hydrogen developer Power2X made its final investment decision and issued a notice to proceed for the 20 MW Djewels green hydrogen project. Located in Delfzijl, Groningen, Netherlands, the project will utilize John Cockerill's innovative pressurized alkaline electrolysis water hydrogen production equipment and is expected to start production in mid-2028. Zhejiang Pilot Free Trade Zone PetroChina Fuel Oil Co., Ltd. : The methanol bunkering vessel Jiachen 17 completed a bunkering operation at the Zhoushan Tsuneishi Shipyard berth, refueling a Maersk methanol dual-fuel container ship with 795 mt of methanol over 5.5 hours. Patent Filings 1. Shanghai Institute of Ceramics, Chinese Academy of Sciences (China) published patent CN2025110028, developing a ceramic-based anion exchange membrane with a lab-tested lifespan of 80,000 hours. 2. Johnson Matthey (UK) submitted patent WO2025109876, disclosing a Fe-Ni-Mo ternary non-precious metal catalyst formulation with activity approaching that of platinum-based materials. Technology Footprints/Technical Specifications 1. The latest research achievement by the team of Professor Hu Wenbin from Tianjin University was published online in Science, a top international academic journal. The study overcame the key challenge of precise preparation of platinum group catalysts, opening up a completely new technical path for atomically precise preparation of platinum group catalysts. 2. The team of Tong Lei and Liang Haiwei from the University of Science and Technology of China, together with Zhang Liang from Tsinghua University, proposed a Carbon Mesopore Depth Engineering (CMDE) strategy. By leveraging hollow mesoporous carbon spheres to regulate ionomer penetration depth, they resolved the inherent conflict between kinetic activity and oxygen mass transfer in low-platinum fuel cells, developing a PtCo low-platinum catalyst that combines poisoning resistance, high mass transfer, and excellent durability, meeting the US DOE's power, activity, and durability targets at an ultra-low platinum loading of 0.1 mgPt cm⁻². 3. The team of Professor Li Zhipeng from Northwestern Polytechnical University innovatively constructed a three-dimensional multi-physics field coupled model for tubular solid oxide fuel cells, systematically revealing the quantitative influence laws of temperature, electrode thickness, porosity, and oxygen domain geometric parameters on cell output performance. 4. The National Hydrogen Power Quality Inspection and Testing Center of China Automotive Research Institute completed and opened for commercial use a 0-400 kW hydrogen-related, load-carrying, three-axis integrated vibration testing platform, filling the gap in high-power, hydrogen-related multi-physics field coupled testing in China. 5. The high specific power cathode closed-loop air-cooled stack technology developed by the team of Academician Zhongwei Chen and Associate Researcher Meng Zhang from the State Key Laboratory of Energy Catalysis and Conversion at the Dalian Institute of Chemical Physics passed the scientific and technological achievement appraisal by the China Petroleum and Chemical Industry Federation. This technology effectively addresses the industry contradiction between water retention and oxygen mass transfer in air-cooled fuel cells, solving technical challenges such as low-humidity performance degradation, carbon corrosion, dry membrane water flooding, and high-power thermal management.

Recently, the first cell rolled off the production line at the battery factory of Times BAIC (Beijing) New Energy Technology Co., Ltd., marking the start of the mass production phase. Times BAIC was jointly invested in and constructed by CATL, BAIC Group, Beijing Energy Group, and Xiaomi Group. Currently, construction of the factory is nearing completion, with equipment for the second production line undergoing commissioning. Full-scale production is expected to commence in August. For the entire year of 2026, the factory is projected to produce 7.5 GWh of cells. Once the project reaches full capacity, it will form an annual power battery production capacity of 15 GWh, significantly enhancing the product strength and cost advantages for Beijing-Tianjin-Hebei vehicle manufacturers such as BAIC and Xiaomi.

The most-traded BAI copper 2607 contract opened at 94,280 yuan/mt today, quickly peaking at 94,880 yuan/mt before swinging wildly. After the day session opened, copper prices’ center plunged straight down and then fluctuated downward, hitting an intraday low of 93,090 yuan/mt near the close, eventually settling at 93,380 yuan/mt, a drop of 0.61%. Open interest fell to 11,035 lots, down 152 lots from the previous trading day, while trading volume came to 8,286 lots, signaling long liquidation. On the macro front, Broadcom’s AI guidance fell short of expectations, cooling trading sentiment in the AI sector and weighing on AI-linked copper prices. A wait-and-see sentiment intensified as the market awaited tonight’s non-farm payrolls data — the first such report since Warsh took office. The market focused on the release of tonight's non-farm payrolls data, the first such release since Warsh took office. On the fundamental side, supply tightness persisted for high-quality spot copper, with few low-priced circulating sources. Combined with steadily widening import losses, contracted inflows from overseas arrivals limited domestic supply growth. On the demand side, downstream just-in-time procurement willingness recovered as copper prices pulled back, and spot purchasing saw some pick-up. The most-traded SHFE copper 2607 contract settled at 105,150 yuan/mt. Given that the most-traded BAI copper 2607 contract settled at 93,380 yuan/mt, its after-tax price was 105,519 yuan/mt, resulting in a price spread of -369 between the SHFE copper 2607 contract and the BAI copper contract. The spread remained inverted and widened from the previous day.

Capacity side, according to incomplete statistics, China's alkaline electrolyzer market remained at 43.77 GW, and the PEM electrolyzer market remained at 2.7 GW. This week, Haozheng Hydrogen Energy successfully completed all tests on an alkaline hydrogen production electrolyzer, with all performance indicators meeting standards, and it was officially shipped to the client's project site. Eve Hydrogen Energy reached an important delivery period, as its 100 Nm³/h centralized hydrogen production system successfully passed all factory detection tests and was officially dispatched to Shandong. Project-related developments: Guangdong Qingneng New Energy Technology Co., Ltd.: The fuel cell and electrolysis hydrogen production system project completed filing. The project is located at Building D3, No. 1 Xiangda Road, Dancao Logistics Center, Dancao Town, Nanhai District, Foshan City, with a total investment of 200 million yuan, to be constructed by Guangdong Qingneng New Energy Technology Co., Ltd. as the construction entity. On one hand, the project advances the expansion of fuel cell-related businesses at the headquarters base, deploying multiple production lines for new-type compression-molded graphite plates, supporting stacks, and air-cooled fuel cells. On the other hand, it simultaneously builds AEM electrolysis hydrogen production lines, developing core material capacity for membrane electrode assemblies, bipolar plates, and other components. State Administration for Market Regulation: A re-tender announcement was issued for the research project on safety-critical standards for hydrogen refueling station infrastructure, with a project budget and maximum price cap both set at 1.1 million yuan (China Government Procurement Network). This procurement will focus on developing two national standards: liquid hydrogen vehicle refueling protocols and rubber O-rings for high-pressure hydrogen equipment, and plans to produce draft versions for public comment or approval (China Government Procurement Network). The project performance period runs until December 31, 2026, and consortium bids are not accepted (China Government Procurement Network). This initiative will fill the gaps in relevant standards in China, strengthen the intrinsic safety assurance of hydrogen refueling stations, and facilitate the standardized and orderly development of the hydrogen energy industry. China Risun Group Limited: China's first domestically developed 5 mt/day hydrogen expansion refrigeration hydrogen liquefaction project was successfully completed and put into operation at Risun Group's Dingzhou Park. The equipment used in this project is China's first large-scale liquefaction equipment adopting the hydrogen Claude cycle process with 100% localisation of core components. It successfully overcame multiple key industry technologies, with overall performance benchmarked against international first-class standards. The unit energy consumption of the core liquefaction system was as low as 11.84 kWh/kg, representing a reduction of over 40% compared to traditional processes, effectively lowering liquid hydrogen production costs and supporting the autonomous development of China's hydrogen energy industry. Heilongjiang Coal Chemical Industry (Group) Co., Ltd. : Zhongmei Longhua held discussions with the government of Ar Horqin Banner, Chifeng City. Both parties focused on existing new energy cooperation projects, advancing computing power industry deployment and coordinating the construction of green energy transmission corridors. Previously, the two parties had signed a 12.8 billion yuan agreement for a 2GW new energy base and an annual 500,000 mt biomass pellet project, covering 1.8GW wind power and 0.2GW PV. During this round of discussions, they finalised an additional computing power synergy project, planning to build a thousand-P-level intelligent computing power centre leveraging a green electricity direct supply model to revitalise clean energy resources. In addition, the two parties will also fully align with the Chifeng-to-Jinzhou hydrogen-ammonia-methanol transmission pipeline, deploying green hydrogen, green ammonia, and green methanol capacity to build an integrated green energy industry chain encompassing green electricity production, energy conversion, and cross-provincial transmission. Jiyuan (Siping) Green Energy Co., Ltd. : The results of SPIC's 87th batch of centralised tenders for 2025 were announced. Sungrow Hydrogen Energy Technology Co., Ltd. won the bid for the alkaline water electrolysis hydrogen production equipment for the Jidian Co., Ltd. Lishu Wind and Solar Power Green Hydrogen Production Coupled with Biomass Green Methanol Project (Section II). Located in Siping, Jilin, the project has a hydrogen production capacity of 30,000 Nm³/h and plans to commence construction in August 2025, with a total construction period of 22 months, implemented in two sections. Upon completion, the project will promote the commercialisation of green hydrogen coupled with biomass for green methanol production, facilitating the integrated development of new energy and chemical industries. China Coal Ordos Energy Chemical Co., Ltd.: The 3,000 Nm³/h electrolysis hydrogen production unit for China Coal Ordos Energy Chemical's 100,000 mt "Liquid Sunshine" project, manufactured by China First Heavy Industries Nuclear Power and Petrochemical, was successfully shipped from the Dalian Mianhua Island nuclear power equipment manufacturing base, advancing the "Liquid Sunshine" project and empowering the integrated development of hydrogen energy and new energy. Jiangsu Guofu Hydrogen Energy Technology Equipment Co., Ltd.: The completion ceremony of the green electricity hydrogen production and natural gas hydrogen blending comprehensive testing platform was held at Guofu Hydrogen Energy's Zhangjiagang base. Jointly developed by Guofu Hydrogen Energy and Towngas Group, the platform conducts green electricity hydrogen production utilising local 52,000 m² rooftop distributed PV and alkaline electrolysers. Employing a follow-up flow gas mixing process, it can achieve precise natural gas hydrogen blending at ratios from 0% to 30%, with a maximum hydrogen blending volume of 100 standard m³ per hour. The platform integrates four modules — hydrogen production, gas mixing, combustion, and data acquisition — focusing on hydrogen blending condition verification, energy efficiency assessment, and cost estimation research. With significant environmental protection benefits, it can reduce CO₂ emissions by 1,144 mt in the first year. The project is expected to consume 2.16 million kWh of green electricity over its full lifecycle, facilitating clean energy integration and low-carbon development. SPIC: The announcement of candidate winners for the 23rd batch of centralised tenders for 2026 — the EPC general contracting for the SPIC Green Energy Da'an Gaseous Hydrogen Storage Technical Renovation Project — was released. According to the announcement, the first candidate winner was China Wuhuan Engineering Co., Ltd. with a bid price of 55.2 million yuan, and the second candidate winner was China Petroleum and Natural Gas First Construction Co., Ltd. with a bid price of 71.39 million yuan. The project is located in the Jilin Western (Da'an) Clean Energy Chemical Industry Park in Liangjiazi Town, Da'an City, Baicheng City, Jilin Province. It involves the construction of 6 units of 1850m³ spherical tanks and 1 unit of 8000Nm³/h compressor, with a total hydrogen storage capacity of 177,600Nm³ and an effective hydrogen storage capacity of 144,300Nm³. The tender scope covers the design, supply, construction, commissioning, and all work within the warranty period for the gaseous hydrogen storage complete equipment and auxiliary facilities. Upon completion, it will enhance local green hydrogen storage and supply capability, facilitating the large-scale development of the hydrogen energy industry. Hainan Shenneng Materials Co., Ltd. : The announcement of successful bid candidates for the commissioning, trial operation, and demonstration operation services of the Hainan New Energy Offshore Wind Power Hydrogen Production Comprehensive Utilization Key Technology R&D and Engineering Demonstration Project was released. The bid inviter is Hainan Shenneng Materials Co., Ltd. The announcement shows that the first successful bid candidate is Sinochem Second Construction Group Co., Ltd., with a bid price of 5.83 million yuan; the second successful bid candidate is China Petrochemical Engineering Construction Co., Ltd., with a bid price of 5.875 million yuan. The project aims to implement the construction requirements of Hainan's clean energy priority development demonstration zone, focusing on offshore wind power hydrogen production and comprehensive utilization technology research. It will achieve breakthroughs in key technologies such as floating platform hydrogen production, hydrogen storage and transportation, and hydrogen-to-ammonia/methanol, develop core equipment and an offshore wind power hydrogen production comprehensive utilization floating platform, providing technical and engineering support for Hainan's clean energy island construction and large-scale offshore hydrogen production. Policy Review 1. Notice of the National Development and Reform Commission (NDRC) and the National Energy Administration on Matters Related to the Orderly Promotion of Multi-user Green Electricity Direct Connection Development. The document states that support is given to new energy power generation projects that have not yet commenced power grid connection engineering construction, as well as new energy power generation projects that cannot be connected to grid due to reasons such as new energy consumption constraints, to carry out multi-user green electricity direct connection after completing the corresponding change procedures. Distributed PV may participate in multi-user green electricity direct connection through centralized current collection. Priority support is given to computing facilities, green hydrogen-ammonia-methanol and other emerging industries and future industries to carry out green electricity direct connection. Projects shall meet national industrial policy requirements, and enterprises are strictly prohibited from conducting illegal activities through green electricity direct connection. 2. Notice of the Hubei Provincial Department of Transportation on Implementing Toll Subsidy Policies for Hydrogen Energy Vehicles Traveling on Hubei Provincial Expressways. The document states that hydrogen energy vehicles (with hydrogen fuel cell as the sole power source) that legally transport cargo, are equipped with and normally use ETC, and travel on expressways within Hubei Province (with entry and exit records and inter-station travel routes all within Hubei Province) shall be exempted from expressway tolls. The tolls exempted by relevant expressway operation and management entities shall be fully subsidized by provincial fiscal funds. 3. The Ministry of Industry and Information Technology issued the "Notice of the General Office of the Ministry of Industry and Information Technology on Organizing and Carrying Out Industrial Energy Conservation Supervision Work in 2026." It mentioned that energy efficiency supervision will be conducted in key industry sectors. In accordance with mandatory energy consumption quota standards for relevant industries, as well as requirements such as energy efficiency benchmark and baseline levels, energy conservation supervision will be carried out on enterprises in industries including steel, synthetic ammonia, oil refining, ethylene, caustic soda, soda ash, and methanol, with the principle of achieving full coverage of energy conservation supervision for enterprises in the above industries within the region during 2026–2027 (full coverage of calcium carbide-based PVC producers shall be achieved in 2026). Energy efficiency supervision of key industry chains will also be conducted. In accordance with mandatory energy consumption quota standards for relevant industries, mandatory energy efficiency standards for products and equipment, and other requirements, focusing on key industry chains such as PV modules, wind turbines, EV and ESS batteries, and water electrolysis hydrogen production equipment, special energy conservation supervision will be carried out on key enterprises in segments including raw materials, production and manufacturing, and terminal assembly, with a focus on verifying enterprise energy consumption in production processes and energy efficiency of major products. Enterprise Updates Guohong Hydrogen Energy Technology (Jiaxing) Co., Ltd. : China's first inland 64-TEU hydrogen fuel cell-powered container ship "Dongfang Hydrogen Port" set sail from Zhapu Port Area of Jiaxing Port and was officially put into operation. It is reported that Guohong Hydrogen Energy provided two sets of independently developed Honghan C240 marine hydrogen fuel cell systems. This is currently the highest-power hydrogen fuel cell system in China and the first to be applied to ships (single-unit rated power of 240 kW). Yuchai Xinlan (Jiangsu) Hydrogen Energy Technology Co., Ltd. : Yuchai Hydrogen Energy General Manager Lu Guoquan and Zhongyuan Electric Laboratory Deputy Director Zhang Xueshen signed a strategic cooperation agreement on behalf of their respective parties. According to the agreement, both parties will leverage their respective technological advantages and resources to establish a long-term, stable, and in-depth strategic partnership, focusing on comprehensive cooperation in four core areas: water electrolysis for hydrogen production, hydrogen fuel internal combustion engines, green energy management, and hydrogen energy demonstration projects. Jiangsu Guofu Hydrogen Energy Technology Equipment Co., Ltd.: Joining hands with Three Gorges Zhongyi, Jiaosheng New Energy, and other shipping industry chain partners, the company held the "Zero-Carbon Yangtze, Green Shipping" industrial ecosystem strategy launch conference. At the conference, Guofu Hydrogen Energy officially released its "River-Sea Strategy Plan" and held the rollout ceremony of its first 80-cubic-meter marine LNG storage tank, marking its official entry from the land-based hydrogen energy equipment sector into the green shipping track. According to the plan, Guofu Hydrogen Energy will promote the improvement of the shipping ecosystem closed loop, attract industry partners to co-build the ecosystem, and plans to complete the leap from product finalization and demonstration applications to ecosystem formation within three years, facilitating the zero-carbon transformation of Yangtze River shipping. Haida Qingneng Ship (Dalian) Co., Ltd. : China's first inland waterway 64-TEU hydrogen fuel cell-powered container ship, the "Dongfang Hydrogen Port," successfully set sail from Jiaxing Port and was put into operation on a designated route, achieving a new breakthrough in the application of hydrogen fuel cell vessels on inland waterways. Designed by Haida Qingneng Ship with a full set of hydrogen power systems, the vessel has a cargo capacity of approximately 1,450 mt and a driving range of 380 kilometers. It is equipped with a large power hydrogen fuel cell system, achieving zero carbon emissions throughout the entire voyage, and has also completed the integrated integration of large-capacity hydrogen storage and control systems. The core technologies were jointly developed by the enterprise and Dalian Maritime University. This commissioning also fully demonstrated that hydrogen-powered vessel propulsion systems are mature and reliable, promoting the green and low-carbon transformation of inland waterway shipping. PetroChina Company Limited Shenzhen New Energy Research Institute : PetroChina's first 2,000 Nm³/h alkaline electrolysis water-to-hydrogen system successfully completed its initial test run, with all parameters meeting design requirements. The overall technical level ranks among the industry's best, and the hydrogen produced has a purity as high as 99.9995%. The system was led by PetroChina Shenzhen Institute and jointly developed by multiple enterprises, integrating large-capacity electrolyzers with high-efficiency separation and purification equipment. Actual testing showed that the high-grade hydrogen can meet the usage requirements of multiple industries. The system will subsequently be connected to the Dushanzi Petrochemical hydrogen pipeline network for production application, helping the petrochemical industry accelerate its green and low-carbon transformation. China Huadian Engineering Corporation Limited : Its top ten new technologies and new products of 2026 were unveiled in Beijing, accelerating the expansion of its technological achievement portfolio and boosting the development of new quality productive forces. Among them, the independently developed "Hua'an" U1000 skid-mounted green ammonia synthesis unit was officially launched, overcoming key technologies for distributed green ammonia production. The unit focuses on compact skid-mounted and modular design, addressing the pain points of traditional ammonia synthesis units such as high investment, long construction cycles, and difficulty in adapting to wind and solar power fluctuations. It features four major advantages: low temperature and low pressure, flexible adaptation, intelligent integration, and rapid deployment, filling the technological gap in small-scale green ammonia equipment in China. It integrates multiple innovations: equipped with a low-temperature and low-pressure catalyst jointly developed with the Institute of Process Engineering of the Chinese Academy of Sciences, adopting a proprietary patented dual-tower reactor, and equipped with self-developed "source-grid-hydrogen-ammonia" full-chain flexible control technology, enabling wide-load regulation and adaptation to wind and solar power fluctuations. Patent Applications 1. Shanghai Institute of Ceramics, Chinese Academy of Sciences (China) published patent CN2025110028, developing a ceramic-based anion exchange membrane with a laboratory-tested lifespan of 80,000 hours. 2. Johnson Matthey (UK) filed patent WO2025109876, disclosing a Fe-Ni-Mo ternary non-precious metal catalyst formulation with activity approaching that of platinum-based materials. Technology Footprint / Technical Specifications 1 The team led by Academician Chen Zhongwei and Associate Researcher Zhang Meng from the National Key Laboratory of Catalysis for Energy Conversion at the Dalian Institute of Chemical Physics developed a high specific power cathode-closed air-cooled stack technology, which passed the scientific and technological achievement evaluation by the China Petroleum and Chemical Industry Federation. This technology effectively resolves the industry contradiction between water retention and oxygen mass transfer in air-cooled fuel cells, addressing technical challenges such as low-humidity performance degradation, carbon corrosion, membrane drying and flooding, and high-power thermal management. 2 Two group standards on hydrogen production by water electrolysis were officially released and implemented, namely the "Safety Technical Specification for Hydrogen Production by Water Electrolysis" and the "Calculation Method for Economic Operation Indicators of Hydrogen Production by Water Electrolysis." 3 Petronor collaborated with H2SITE to advance membrane technology for hydrogen production, improving high-purity hydrogen supply and low-carbon efficiency in refining. 4 Dalian University of Technology designed an electron pump catalyst with an asymmetric photo-responsive structure that maintains the asymmetry of electron distribution. 5 A research team from the School of Electrical Engineering and the National Key Laboratory of Electrical Materials and Electrical Insulation at Xi'an Jiaotong University successfully developed a Ru/Ti3C2Ox@NF bifunctional electrocatalyst for seawater electrolysis.

[BAIC Group and Bosch China Sign Strategic Cooperation Framework Agreement] BAIC Group recently signed a strategic cooperation framework agreement with Bosch China. In the passenger vehicle sector, both parties will focus on joint R&D and innovation in next-generation intelligent mobility technologies, working together to enhance product intelligence and market competitiveness. In the commercial vehicle sector, they will continue to deepen existing cooperation and accelerate the transformation and upgrading of related businesses through new energy and intelligent technology deployment. Meanwhile, both parties will continue to deepen collaboration in industrial automation and jointly help BAIC expand into markets outside China, improving its international operations and service systems.