On July 28, Shenzhen Energy Group-affiliated enterprises' 2026- 2028 annual photovoltaic module centralized procurement supplier pre-selection project was announced. The shortlisted companies are TCL Zhonghe Energy Technology (Jiangsu) Co., Ltd., Gaojing Solar Energy Co., Ltd., Hongyuan Green Energy Co., Ltd., JinkoSolar Co., Ltd., Shenzhen Qiming Photovoltaic Technology Co., Ltd., Trina Solar Co., Ltd., Tongwei Co., Ltd., Zhejiang Aixu Solar Technology Co., Ltd., Zhengtai New Energy Technology Co., Ltd., China Energy Conservation Solar Technology (Zhenjiang) Co., Ltd.

On July 28, the public announcement of the shortlisted candidates for the concentrated procurement supplier pre-selection project of PV modules from 2026 to 2028, conducted by an affiliate of Shenzhen Energy Group, was released. The shortlisted enterprises included TCL Zhonghuan Energy Technology (Jiangsu) Co., Ltd., Gokin Solar Co., Ltd., HoYuan Green Energy Co., Ltd., Jinko Solar Co., Ltd., Shenzhen Qiming PV Technology Co., Ltd., TrinaSolar Co., Ltd., Tongwei Co., Ltd., Zhejiang AIKO Solar Energy Technology Co., Ltd., Chint New Energy Technology Co., Ltd., and CECEP Solar Energy Technology (Zhenjiang) Co., Ltd.

The ongoing delay by the White House on potential refined copper import tariffs under President Donald Trump is accelerating structural dislocations across the global physical copper market. Although the statutory timeline for U.S. Commerce Secretary Howard Lutnick to deliver a recommendation has lapsed without a public ruling, the regulatory ambiguity itself has become a primary driver of global trade dynamics. By keeping the tariff threat active, the U.S. has sustained an elevated delivery premium that continues to incentivize aggressive physical inflows into American ports. Over the past 18 months, this mechanism has allowed the country to build a substantial domestic stockpile of a critical metal essential to both green energy transition and advanced technology sectors. However, this deliberate accumulation has come at the direct expense of liquidity in non-U.S. markets. Physical metal is being systematically diverted away from international hubs, driving rapid inventory drawdowns across both London Metal Exchange and Shanghai Futures Exchange warehouses. As regional pricing premiums widen and trade flows skew disproportionately toward the United States, prolonged tariff uncertainty risks transforming temporary arbitrage plays into a permanent, structural fracture in the global copper market.

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.

On July 27, China Southern Power Grid Comprehensive Energy Company released the Transaction Result Announcement (II) for the first batch (third procurement) of the 2026 energy comprehensive utilization project equipment framework tender (PV modules), with winning enterprises including TCL Zhonghuan Energy Technology (Jiangsu) Co., Ltd., JA Solar Technology Co., Ltd., and LONGi Green Energy Technology Co., Ltd.

Recently, the SPIC Wenzhou Green Hydrogen Project has made significant progress, with the first batch of 3,750 mt of green methanol successfully loaded and shipped to destinations outside China, marking that China's green fuel industry has entered a new stage of international commercial delivery and achieved a major breakthrough in large-scale green methanol exports. According to sources, the exported green methanol came from the SPIC Wenzhou Da'an Green Hydrogen Demonstration Project. The project uses a process coupling industrial tail gas and hydrogen produced from renewable energy to make green methanol. It was completed and put into operation in July 2025, equipped with facilities for approximately 800,000 mt of methanol output per year, 32,000 mt of green hydrogen production per year, and 180,000 mt of hydrogen storage, making it one of the world's largest green fuel demonstration projects. Since commissioning, the project has run stably for over 300 days, with overall production indicators stable. Relying on independently developed water electrolysis equipment and process technology, the project has achieved synergy between industrial tail gas resource utilisation and green methanol production, and realised large-scale stable operation in 2025, providing solid support for continued international market deliveries. At the same time, SPIC actively promoted alignment with international rules, proactively participated in building international sustainability and certification systems, and pushed green fuel products to meet market access requirements outside China. Focusing on the international sustainability and carbon certification system, renewable fuel standards, and life cycle carbon accounting, the project continuously improved its full-chain certification capabilities, creating conditions for green fuel to enter international markets. Industry insiders believe that this large-scale export of green methanol not only reflects the continuous improvement of China's green fuel technology and industrialisation capabilities, but also enhances China's competitiveness in the global green energy industry chain, accumulating practical experience for the international trade of green fuels. SPIC said that the next step will be to continue deepening international cooperation, actively expand markets outside China, continuously advance the industrialisation and international deployment of green fuels, constantly improve the green methanol industry chain system, push more green fuel products into international markets, and provide more Chinese solutions for the global energy transition to green and low-carbon.