[SMM Analysis: Solid-State Battery Layout of US Nuvvon in the Polymer Electrolyte Track] Nuvvon is a solid-state battery startup based in New Jersey, US, pursuing a pure solid polymer electrolyte (SPE) route that contains no sulphides or oxides and can operate at ambient temperature and pressure without cooling, heating, or pressurization systems. Its 1 Ah/5 Ah pouch cells use NMC811 cathodes and lithium metal anodes, deliver more than 2,000 cycles, operate at -20°C to +60°C, and have passed independent nail penetration tests to verify safety. The company is currently moving from the laboratory toward commercial sample delivery, has raised $5.3 million in seed funding, and its new laboratory is now operational.

Nuvvon is a New Jersey–based solid‑state battery startup pursuing a pure solid polymer electrolyte (SPE) route, free of sulfides or oxides. Its cells operate at ambient temperature and pressure, requiring no cooling, heating, or pressurisation systems. The company's 1Ah and 5Ah pouch cells feature NMC811 cathodes and lithium‑metal anodes, delivering over 2,000 cycles and operating across a temperature range of –20°C to +60°C.

Maxion Wheels has introduced Maxion C-GUARD, a proprietary ceramic surface treatment for its latest range of forged aluminium truck wheels. The technology forms a permanent molecular bond with the wheel surface, improving resistance to corrosion, physical wear, chemicals and UV exposure. Its hydrophobic and oleophobic properties are designed to reduce the adhesion of brake dust, road salt, grease and mud, helping lower cleaning and maintenance requirements. The new forged aluminium wheel range will be produced at Maxion's new plant in Manisa, Türkiye, with C-GUARD, brushed and polished finish options.

Beijing Yuzhi Environmental Protection Technology Co., Ltd. is an environmental protection company covering the entire chain of R&D, production, engineering, services, and waste agent disposal.

Capacity side, according to incomplete statistics, China's alkaline electrolyzer market remained at 43.77 GW, and the PEM electrolyzer market at 2.7 GW. This week, there was no public offline delivery information. Project-related developments: Hebei Yonglu Technology Co., Ltd.: The Cangzhou Lingang Economic and Technological Development Zone announced the environmental impact assessment approval decision for the hydrogen, carbon monoxide, and liquid ammonia pipeline transportation project of Hebei Yonglu Technology Co., Ltd. The project is located in the East Zone of Cangzhou Lingang Economic and Technological Development Zone, relying on the park's public pipe gallery to build three pipelines for hydrogen, carbon monoxide, and liquid ammonia, starting from Zhengyuan Hydrogen and ending at Dahua Juhai Branch. The total investment of the project is 26.3938 million yuan, with environmental protection investment of 135,000 yuan, accounting for 0.5% of total investment. The route passes through protective greenbelts, park roads, and enterprises, and does not involve residential areas or ecologically sensitive areas. Once completed, the project will be able to deliver 144 million Nm³ of hydrogen, 96 million Nm³ of carbon monoxide, and 165,000 mt of liquid ammonia annually. Zhejiang Haizhuo New Energy Technology Co., Ltd.: The Silicon Bipolar Plate, Hydrogen Fuel Cell Stack and System, PEM Electrolyzer and System R&D Project of Zhejiang Haizhuo New Energy Technology Co., Ltd. has completed filing in the Jiaxing Economic and Technological Development Zone. The project is an expansion, with a total investment of $2.2185 million, planned to start construction in September 2026 without phased construction arrangements. The project relies on the existing 2,306 m² plant, introduces multiple sets of advanced R&D equipment to build an R&D platform, and conducts R&D on silicon bipolar plates, fuel cell stacks, and PEM electrolyzer systems. This project only conducts laboratory R&D testing, does not produce hydrogen, does not involve the production of vehicle power batteries, and does not include water electrolysis hydrogen production or hydrogen purification facilities. Diaobingshan Huadian Clean Energy Co., Ltd.: The Liaoning Huadian Diaobingshan 450 MW Wind Power-to-Hydrogen Coupled Green Methanol Integrated Demonstration Project has issued an open tender announcement for hydrogen production make-up water pumps and caustic make-up pumps. The project is planned to construct 450 MW of wind power, 295 MW of hydrogen production equipment, and 80 MW/80 MWh energy storage, with a hydrogen storage capacity of 400,000 Nm³ (35.7 mt), an annual hydrogen production capacity of 19,000 mt, and supporting a green methanol production capacity of 100,000 mt/year. This project does not accept bids from consortiums or agents. Shaanxi Huaqin New Energy Technology Co., Ltd. : Shaanxi Huifeng Zhongrui Electric Power Engineering Co., Ltd. has won the electrical engineering procurement project for the No. 3 large-scale electrolyzer assembly workshop of the Phase I hydrogen equipment manufacturing center of Shaanxi Huaqin New Energy, from PowerChina Henan Engineering Company. Shaanxi Yushen Energy Thermal Power Co., Ltd.: The Yushen Qingshui Thermal Power 2×660 MW Unit Hydrogen System Equipment Procurement Project has issued an open tender announcement. The project is planned to construct 2×660 MW high-efficiency ultra-supercritical indirect air-cooled coal-fired units, equipped with full-capacity limestone-wet flue gas desulfurization, flue gas denitrification devices, and auxiliary facilities, with a total land area of approximately 44.2484 hectares and a total investment of approximately 5.3 billion yuan. This project does not accept consortium bids, but agents are allowed to bid. Shenzhen Energy Group: The last electrolyzer of Shenzhen Energy's Otog Banner 505 MW Wind and Solar Power-to-Hydrogen Integrated Green Ammonia Project has been commissioned, and the hydrogen production station has achieved comprehensive and stable hydrogen production, laying a solid foundation for the entire industry chain of green hydrogen to green ammonia. The project has a total of 48 electrolyzers, and all commissioning was completed over two months. The project team overcame multiple challenges including wind-solar power adaptation, system integration, and safety control, conducting round-the-clock troubleshooting and verification. After multiple rounds of testing, the facility achieved successful initial startup, with hydrogen purity consistently meeting standards. Longyuan (Huanxian) New Energy Xifeng Branch : The second public tender announcement for the EPC of Longyuan (Huanxian) New Energy Xifeng Branch's biomass gasification-coupled green hydrogen-to-green fuel project was released. The project received group approval in April 2024 and investment decision approval in September the same year. It will construct a 1,000 Nm³/h water electrolysis hydrogen production system, a 1 t/h biomass pure oxygen pressurized gasifier, alongside 2,000 mt/year green methanol and 60 mt/year green aviation fuel synthesis facilities. A 6 MW distributed off-grid PV system will be built to power the hydrogen production unit. The total construction period is 7 months after contract signing, with joint bids not accepted. Gansu Beifang Santai Chemical Co., Ltd.: China Chengda Engineering Co., Ltd. released the winning bidder shortlist for hydrogen compressors (liquid-ring type). For Section Package 01, the first-ranked bidder was Gardner Denver Nash LLC, with Tsurumi Vacuum Engineering (Shanghai) Co., Ltd. as the secondary candidate. This procurement serves the phosgene chemical recycling industry chain (Phase I) raw material security expansion project of Gansu Beifang Santai Chemical, involving 2 liquid-ring hydrogen compressors. Joint bids were not accepted. Inner Mongolia Huadian Huameng Pipeline Co., Ltd. : The main works of China's first high-pressure, long-distance green hydrogen pipeline (Damaoqi-Baotou Hydrogen Transmission Pipeline) were substantially completed. The 195-km pipeline connects the Bayan Obo wind-solar hydrogen production base with Baotou's industrial core zone. The project resolved high-pressure hydrogen embrittlement challenges through rare-earth-modified piping materials and established a quantitative safety evaluation system, overcoming technical bottlenecks in long-distance pure hydrogen transmission. Upon completion, it will ensure green hydrogen supply for Baotou's industries and enable regional distribution. Mountainous sections are now in final stages, while plain sections undergo pigging and pressure testing, with all parties accelerating construction for operational readiness. Sinochem Lantian Fluorine Materials Co., Ltd.: The shortlist for the Haitang 2003 project's alkaline water electrolysis hydrogen equipment procurement was announced, with Tianjin Continental Hydrogen Equipment Co., Ltd. as the primary candidate (bid price: 2.8628 million yuan). The tender covers one 200 Nm³/h alkaline electrolyzer. Sinochem Lantian is a subsidiary of Sinochem Holdings. Inner Mongolia Junzheng Chemical Co., Ltd.: The 1,000 mt/year CO₂ hydrogenation-to-methanol project obtained filing approval. Located in Wuda Industrial Park, Wuhai, the project has total investment of 11 million yuan (self-funded) and will construct production facilities with supporting power distribution and control systems, scheduled for August 2026-August 2028. Shiyan Yuanzhi Energy Technology Co., Ltd.: The Zhangwan District PV+ESS+hydrogen integration project's tender plan was publicly announced. Invested by Shiyan's state-owned Yuanzhi Energy (established September 2023, registered capital: 50 million yuan), the 320 million yuan project completed filing in May 2024 and plans August 2026 tendering. It includes 37 MW PV, 50 MW/120 MWh ESS, 500 kg/day hydrogen production-refueling facilities, EV swapping stations, and smart energy management systems. Policy Review 1. NDRC and National Energy Administration issued the "15th Five-Year Plan for New-Type Power System Construction," promoting synergistic applications of battery-grade lithium hydroxide and thermal-electrolytic decoupling via molten salt/water heat storage. It pilots advanced heat pump technologies and explores phase-change/solid-state high-temperature storage, while expanding green hydrogen applications including hydrogen-ammonia-alcohol production, hydrogen storage/power generation, and hydrogen/ammonia co-firing. 2. MIIT, NDRC, and SAMR jointly issued the 2026 Key Industry Energy/Carbon Efficiency Leader Enterprise Recommendation Notice, covering 43 sectors including crude oil processing, coke, olefins, ethylene, PX, PTA, methanol, EG, caustic soda, PVC, soda ash, calcium carbide, yellow phosphorus, synthetic ammonia, urea, MAP, DAP, titanium dioxide, tires, sulphuric acid, and polyester. 3. Inner Mongolia Energy Bureau proposed measures for incremental power grid development, encouraging hydrogen integration. Projects under incremental grids may develop hydrogen-based green fuels with on-site green electricity consumption, and support self-use generators powered by green hydrogen/ammonia/methanol. Corporate Updates Sichuan Huachuang Yongqing New Energy Co., Ltd. : Shengshilanhai (Jiangyou) Cross-border E-commerce Industrial Park Chairman Li Qiao visited for discussions on global expansion of low-pressure solid-state hydrogen equipment, covering overseas market strategy, certifications, channels, and IP protection. Both parties recognized significant collaboration potential in hydrogen equipment globalization and agreed to explore diversified partnerships. Faku Qingtai Electric Power New Energy Co., Ltd. : Established with legal representative Chen Huanchi (registered capital: 2 million yuan), its business scope includes hydrogen refueling/storage equipment sales and power generation/transmission/distribution operations. Guangdong Jiayi Huahydrogen Technology Co., Ltd.: Launched solid-state hydrogen storage power modules addressing lithium charging/fuel refilling pain points. The 1.6 kg standardized module enables manual hydrogen cartridge replacement within seconds. Henan Dahe Siji Cold Chain Logistics Co., Ltd. : Signed a strategic agreement with Shanghai Carrier Transicold to deploy ≥3,000 hydrogen cold chain vehicles by 2029-end, with ≥1,000 units in Phase I (August 2026-July 2027). Zhongtian Huahydrogen Co., Ltd. : Commenced Phase II manufacturing center, adding two alkaline electrolyzer production lines to reach 1 GW annual capacity. Zhejiang Yangguang Green Hydrogen Technology Co., Ltd. : Completed 10,000-hour durability tests for A11/B11-series AEM electrolyzers under 1.6 MPa high pressure and 1.5 A/cm² current density. TrinaSolar Co., Ltd. : Established a Digital Energy Joint Lab with Shanghai Jiao Tong University and Trina Home, focusing on R&D and industrialization of digital energy technologies for PV+ESS+hydrogen applications. Xi'an 1908 New Energy Technology Co., Ltd.: Began construction of its solid-state hydrogen equipment R&D base (2,000 m²) in Shaanxi Hydrogen Innovation Park, targeting operational readiness by month-end August. Patent Applications 1. Shanghai Institute of Ceramics, CAS (China) disclosed patent CN2025110028 for ceramic-based anion exchange membranes with 80,000-hour lab-tested lifespan. 2. Johnson Matthey (UK) filed WO2025109876 for Fe-Ni-Mo ternary non-precious metal catalysts with platinum-like activity. Technical Milestones/Specifications 1. Prof. Hu Wenbin's team at Tianjin University published in Science a breakthrough in atomic-scale platinum-group catalyst synthesis. 2. Teams from USTC (Tong Lei/Liang Haiwei) and Tsinghua (Zhang Liang) proposed Carbon Mesopore Depth Engineering (CMDE) using hollow mesoporous carbon spheres to resolve PtCo catalyst trade-offs between oxygen transport and kinetics, achieving DOE targets at 0.1 mgPt/cm² loading. 3. NWPU Prof. Li Zhipeng's team developed a 3D multiphysics model for tubular SOFCs, quantifying impacts of temperature, electrode thickness, porosity, and oxygen domain geometry. 4. China Automotive Research's National Hydrogen Energy Quality Center opened a 0-400 kW hydrogen-compatible vibration test platform, filling domestic gaps in high-power multiphysics testing. 5. DICP's Academician Chen Zhongwei and Associate Researcher Zhang Meng developed a high-specific-power cathode-sealed air-cooled stack technology, resolving industry conflicts between water retention and oxygen transport in fuel cells.

Capacity side, according to incomplete statistics, China's alkaline electrolyzer market remained at 43.77 GW, and the PEM electrolyzer market at 2.7 GW. This week, there were no offline public delivery updates. Project-related updates: Inner Mongolia Source Code Environmental Protection Technology Co., Ltd. : The integrated project for coal chemical carbon dioxide capture, conversion to green methanol and reuse of Inner Mongolia Source Code Environmental Protection Technology Co., Ltd. received filing. The project is located opposite the Xin'ao coal chemical enterprise park in Dalad Banner, Ordos City, with a total investment of 3.78 billion yuan, including self-owned funds of 3.213 billion yuan and bank loans of 567 million yuan. The construction period is from March 2027 to March 2030. The project plans to capture and purify 1.5 million mt of industrial flue gas CO₂ annually, combined with green hydrogen catalytic synthesis to produce green methanol. Upon completion, it will produce 1 million mt of green methanol per year. Supporting facilities for CO₂ capture, water electrolysis for hydrogen production, methanol synthesis, distillation units, storage and transportation, and environmental protection will also be constructed. Sinopec Star (Inner Mongolia) West Hydrogen East Transmission New Energy Co., Ltd. : The path planning and demonstration, land pre-examination, and planning site selection project (Tianjin section) for the Inner Mongolia Ulanqab to Beijing-Tianjin-Hebei region hydrogen transmission pipeline demonstration project, Section 1, has issued a tender announcement. This pipeline passes through Tianjin's Jinghai District, Binhai New Area, Xiqing District, and Jinnan District, with a total length of approximately 99 km, and plans to construct 1 station and 5 valve chambers. The tendering work includes path demonstration, preparation of a planning site selection report, and compilation and submission for land pre-examination, with the ultimate goal of obtaining the land pre-examination and site selection opinion letter. The estimated contract value for the section is 3.72 million yuan (tax inclusive), and consortium bids are not accepted for this tender. Guizhou Energy Shuicheng Coal-Electricity-Chemical Integration Co., Ltd. : The 300,000 mt/year methanol technological transformation and production resumption comprehensive utilization project at Guizhou Energy Shuicheng Xinsheng Coal Chemical has entered the environmental assessment stage. The project is invested and constructed by Guizhou Energy Shuicheng Coal-Electricity-Chemical Integration Co., Ltd., located in Shihe Community, Laoyingshan Subdistrict, Shuicheng District, Liupanshui City, covering an area of 125.2 mu. The total investment is 674.894 million yuan, with environmental protection investment of 57.25 million yuan, accounting for 8.48% of the total investment. The project will build a new 300,000 mt/year methanol plant, using coke oven gas and calcium carbide furnace gas as raw materials, with supporting utilities including conversion, synthesis, distillation, air separation, a methanol tank farm, and a flare. Raw material gas demand is 58,775.8 Nm³/h of coke oven gas and 11,202.8 Nm³/h of calcium carbide furnace gas. CGN New Energy Holdings Co., Ltd.: The tender for the feasibility study report preparation service for the CGN New Energy Yunnan Chuxiong Wind and Solar Integrated Green Ammonia Synthesis Project has announced the winning bidder. A consortium composed of China Energy Engineering Group Yunnan Electric Power Design Institute Co., Ltd. and China Huanqiu Contracting & Engineering Co., Ltd. won the bid. This project is included in the 2026 Yunnan Province Green Electricity Hydrogen Production Integration Demonstration Project List and is Yunnan's first wind and solar integrated green ammonia project. The project is sited in the chemical industry area of Chuxiong Yundian Industrial Park, leveraging 143.75 MW of wind and solar clean energy resources around the park, using a water electrolysis process to prepare green hydrogen, and then combining it with nitrogen from air separation to synthesize green ammonia, achieving green and low-carbon production throughout the entire process. The project occupies approximately 140 mu, with a hydrogen production scale of 9,000 Nm³/h. After completion, it is expected to produce 4,300 mt of green hydrogen annually, with a supporting facility to produce 35,000 mt/year of green ammonia. Sinopec Qingdao Refining & Chemical Co., Ltd. : The new energy team from Sinopec Qingdao Refining & Chemical conducted a field survey at Lankun Hydrogen Energy. The two parties plan to jointly build an innovative demonstration project for seawater floating PV off-grid hydrogen production, pioneering a new path for the industrialisation of marine green hydrogen. The project adopts an isolated grid operation mode, where power generated by the floating PV is supplied directly to Lankun's atmospheric pressure hydrogen production system without needing to be connected to the public power grid, creating a closed-loop model of "seawater floating PV directly connected to atmospheric pressure hydrogen production." This solution can avoid pain points such as grid connection approvals, grid consumption, and large-scale energy storage support, producing green hydrogen to replace traditional grey hydrogen and promoting the enterprise's green and low-carbon transformation. Hunan Guoye New Energy Co., Ltd. : The Miluo Municipal National Development and Reform Commission (NDRC) issued the record-filing certificate for the Tianjingshan 48 MW vertical-axis wind farm supporting PEM hydrogen production project, marking the official completion of project filing. This project is invested and constructed by Hunan Guoye New Energy Co., Ltd., located at Tianjing Village, Tianjingshan, Luojiang Town, Miluo City. Relying on green electricity from a 48 MW vertical-axis wind farm, it will use PEM water electrolysis technology to produce green hydrogen. The project is designed for a hydrogen production scale of 13,350 Nm³/h, with an annual green hydrogen output of 3,000 mt, and will be constructed in two phases with a total investment of 240 million yuan. Phase one will produce 1,080 mt/year of green hydrogen with an investment of 90 million yuan; phase two will produce 1,920 mt/year with an investment of 150 million yuan. The project will construct PEM electrolysers, purification units, hydrogen storage facilities, and related supporting works. CGN New Energy (Lufeng) Co., Ltd.​​​​​​​ : The Shanwei Municipal Bureau of Ecology and Environment issued a pre-approval public notice for the "Environmental Impact Report for the Integrated Energy Island Onshore Test Base Project (Phase II)." The project is invested and constructed by CGN New Energy (Lufeng) Co., Ltd., sited in the Dishui Village area of Jieshi Town, Lufeng, Shanwei. The project will deploy 500 Nm³/h ALK and 200 Nm³/h PEM electrolysers for hydrogen production testing, with an annual hydrogen production of 700,000 Nm³ and a total hydrogen storage scale of 1,050 kg. It will be equipped with hydrogen supply and utilisation devices such as fuel cells and hydrogen dispensers, as well as facilities including a marine climate simulation environmental chamber and a floating sway test platform, excluding tests related to green ammonia production, storage, and transportation. The total project investment is 42.44 million yuan, with environmental protection investment of 300,000 yuan. Zhongyuan Oilfield Branch Company​​​​​​​: Petroleum Engineering Machinery successfully won the bid for the electrolytic water hydrogen production unit Balance of Plant (BOP) project at Zhongyuan Oilfield. It will provide core supporting equipment for China's first domestically produced 1,000 Nm³/h-class PEM electrolytic water hydrogen production demonstration project, supporting Sinopec's large-scale deployment of green hydrogen. The BOP equipment won in this bid has a rated hydrogen production capacity of no less than 1,000 Nm³/h, with system operating flexibility covering 10%–125%, capable of matching fluctuating wind and solar green electricity conditions. The output hydrogen purity reaches 99.999%, meeting various high-purity hydrogen application requirements. Zhangye Dawei Energy Co., Ltd.​​​​​​​: The signing and groundbreaking meeting for the Zhangye Dawei Energy industrial tail gas resource utilisation coupled with renewable energy for green hydrogen and green methanol demonstration project was held at the headquarters of China Chengda Engineering Co., Ltd. The project will be located in the Circular Economy Demonstration Park of the Zhangye Economic and Technological Development Zone in Gansu, serving as a provincial-level key new energy demonstration project. The project will adopt Chengda's proprietary low-pressure methanol synthesis process, supported by a 10,000 m³-class water electrolysis hydrogen production unit. It will utilise local wind and solar power to produce green hydrogen, coupled with industrial tail gas to produce green methanol. Upon completion, it is expected to achieve an annual green methanol capacity of 500,000 mt. Huzhou Municipal Development and Reform Commission : Huzhou Renhuang Engineering Consulting Co., Ltd. issued a competitive consultation announcement for the Huzhou Hydrogen Energy Industry Development Research Project. The project budget and maximum price limit are both 180,000 yuan, and consortium bids are not accepted. Policy Review​ 1. The General Office of the National Energy Administration issued a notice to publicly solicit opinions on the 2026 energy sector industry standard development and revision plan and the foreign language translation plan. Among them, the 2026 energy sector industry standard development plan involves 43 hydrogen energy standard projects. Standard categories include safety, products, methods, engineering construction, and management. 2. The Bureau of Ecology and Environment of Dadukou District, Chongqing, issued a notice to publicly solicit opinions and suggestions on the "Dadukou District '15th Five-Year Plan' Beautiful Dadukou Construction Plan (Draft for Comments)." The document indicates accelerating low-carbon upgrades of transportation equipment. Following municipal requirements, it will accelerate the retirement of old operating ships, encourage enterprises to build new energy and clean energy ships, and promote the green transformation of waterway transportation. It will accelerate the elimination and renewal of old gas vehicles and promote the use of new energy for newly added and updated urban public service vehicles across the district, including buses, taxis, urban logistics, sanitation, and postal vehicles. Efforts to promote hydrogen fuel cell vehicles will be intensified to drive energy conservation and carbon reduction in the transportation sector. 3. The Energy Administration of Inner Mongolia Autonomous Region issued a notice to publicly solicit opinions and suggestions on the "Inner Mongolia Autonomous Region Renewable Energy Hydrogen Production Industry Safety Management Measures (Draft for Comments)." The "Measures" state that the site selection and layout of green hydrogen construction projects should comply with territorial spatial planning and the "three zones and three lines" control requirements, and should fully consider cross-safety risks. The construction of green hydrogen projects and integrated hydrogen production and refuelling stations outside chemical industrial parks is permitted. Green hydrogen projects do not require a hazardous chemical production safety permit, etc. Enterprise Developments​​ Beijing Hypert Hydrogen Technology Co., Ltd.: ​​​​​​​ The production ceremony for the upgraded hydrogen fuel cell heavy-duty truck H49 production line was grandly held at the New Chufeng Manufacturing Base. This upgrade was comprehensively advanced in three directions: intelligence, automation, and quality. New cab sub-assembly lines, fuel cell sub-assembly lines, and power battery and chassis sub-assembly lines were added. Advanced equipment such as AGVs, glass gluing robots, and electric assembly tools were introduced. Production stations were optimised and restructured, with multiple new quality inspection checkpoints added, achieving dual improvements in production efficiency and manufacturing quality. Zhejiang Guwei Technology Co., Ltd.​​​​​​​ : It officially launched a strategic cooperation on hydrogen sensors with Seek Treasure Co., Ltd. The two parties will focus on joint R&D in core technology optimisation, product performance upgrades, and localised adaptation development for hydrogen sensors. Shenzhen Pengfei Green Energy Development Co., Ltd.​​​​​​​: It issued its 2026 H1 performance forecast. The forecast shows that Pengfei Green Energy expects a net loss attributable to the parent company's shareholders of 10.5 million yuan to 15 million yuan in H1 2026, compared to a loss of 10.0004 million yuan in the same period last year. Deducted non-recurring profit or loss is expected to be a loss of 14 million yuan to 20 million yuan, compared to a loss of 21.4119 million yuan in the same period last year. Basic earnings per share are expected to be -0.008 yuan/share to -0.0114 yuan/share. Shaanxi Hydrogen Energy Industry Development Co., Ltd.​​​​​​​​​​​​​​​​​​​​​: Shaanxi Hydrogen Energy held a discussion meeting with State Grid Yulin Power Supply Company, focusing on grid access, direct green electricity supply, optimisation of electricity purchasing and sales business, and efficient utilisation of new energy power. CIMC Enric Holdings Limited​​​​​​​​​​​​​​: An anhydrous ammonia transport vehicle escorted the world's largest single shipment of green ammonia for export, with 3,750 mt of green ammonia produced in Da'an, Jilin, shipped from Lianyungang, Jiangsu, bound for South Korea, setting a new global single-shipment export record for green ammonia. Qingyang Public Transportation Group Co., Ltd. ​​​​​​​: The Qingyang Public Trading Center issued a competitive negotiation announcement for Package 2 of the hydrogen fuel cell vehicle procurement project (third round) for Qingyang Public Transportation Group. The budget and maximum price limit for this section is 6.7568 million yuan, with plans to purchase 4 hydrogen fuel cell buses. The supply period is 45 calendar days after contract signing. The project implements post-qualification review, does not accept consortium bids, and is not a procurement project specifically targeted at small and medium-sized enterprises. Beiben Trucks Group Co., Ltd.​​​​​​​​​​​​​​: Beiben Trucks signed a strategic cooperation framework agreement with the Benxi Municipal People's Government, simultaneously advancing the Benxi Steel Union new energy heavy-duty truck project. At the event, Beiben Trucks and Benxi Steel Union signed a purchase order for 200 units of new energy heavy-duty trucks. Guangdong Yuntao Hydrogen Technology Co., Ltd.​​​​​​​​​​​​​​: The National Energy Administration announced the results of the renewal and expansion of the China-IRENA cooperation special working groups. Yuntao Hydrogen was successfully selected for both the Hydrogen Energy Working Group and the Energy Storage Working Group, becoming the only hydrogen energy enterprise to be shortlisted for two major working groups simultaneously. ​​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 ternary Fe-Ni-Mo non-precious metal catalyst formulation with activity approaching that of platinum-based materials. Technology Footprints/Technical Specifications​​ 1. The latest scientific research achievement by Professor Hu Wenbin's team from Tianjin University was published online in the prestigious international academic journal Science. This research overcame the key challenge of precisely preparing platinum group catalysts, pioneering a new technical pathway for atomic-level precise preparation of platinum group catalysts. 2. Tong Lei and Liang Haiwei from the University of Science and Technology of China, along with Zhang Liang from Tsinghua University, proposed a carbon mesoporous deep engineering (CMDE) strategy. Using hollow mesoporous carbon spheres to regulate ionomer penetration depth, they resolved the inherent contradiction between kinetic activity and oxygen mass transfer in low-platinum fuel cells. They developed a PtCo low-platinum catalyst that combines poisoning resistance, high mass transfer, and excellent durability, achieving the power, activity, and durability indicators specified by the US DOE at an ultra-low platinum loading of 0.1 mgPt cm⁻². 3. Professor Li Zhipeng's team from Northwestern Polytechnical University innovatively constructed a three-dimensional multi-physics coupled model for tubular solid oxide fuel cells, systematically revealing the quantitative influence 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 Engineering Research Institute built a 0-400kW hydrogen-related, load-bearing three-comprehensive vibration testing platform and opened it for commercial use, filling a gap in China for high-power hydrogen-related multi-physics coupled testing. 5. The high specific power cathode closed air-cooled stack technology developed by the team of Academician Chen Zhongwei and Associate Researcher Zhang Meng at the National Key Laboratory of Energy Catalytic Conversion, Dalian Institute of Chemical Physics, passed the scientific and technological achievement appraisal by the China Petroleum and Chemical Industry Federation. This technology effectively solves 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, dry membrane and flooding, and high-power thermal management.