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, with no new capacity added. No offline delivery information was available this week. Project-related updates: Guohua (Ningxia) New Energy Co., Ltd.: A price inquiry procurement was issued for the pre-feasibility study report preparation service for the Guohua Ningxia 100,000-mt Green Hydrogen Energy Supply Base Project (chemical section). It was understood that the Ningdong water electrolysis hydrogen production project of Guohua Ningxia had already put into operation a scale of 20,000 Nm³/h, with 6,000 Nm³/h under construction. Datang Inner Mongolia Duolun Coal Chemical Co., Ltd.: An inquiry-based procurement was launched for the feasibility study and green methanol certification consulting technical services for the CNCEC Duolun Coal Chemical coal-based process biomass co-firing coupled with green electricity green methanol production project. It was understood that the Datang Duolun 150,000-kW wind and solar power hydrogen production integrated demonstration project was China’s first medium-to-large-scale technology demonstration project for off-grid wind and solar power hydrogen production deeply coupled with coal chemical engineering. It was invested in and constructed by Datang Duolun Ruiyuan New Energy Co., Ltd., with a total investment of approximately 1.3 billion yuan. Construction officially began in November 2023, hydrogen was successfully produced on December 29, 2024, and it was formally connected to grid and put into operation on January 17, 2025. Shaanxi Construction Installation Group Co., Ltd.: The Guyang-Baiyun Obo gas transmission pipeline project, undertaken by Shaanxi Construction Installation Group, reached a major milestone, with its Guyang initial station and valve chamber having successfully passed completion acceptance. It was reported that the gas transmission pipeline project has a 20% hydrogen blending transmission capacity and is a key planned construction project under the “county-to-county coverage in western Inner Mongolia” initiative in the Inner Mongolia Autonomous Region’s 14th Five-Year Plan for oil and gas development. The pipeline has a total length of 125 km, starting from the Guyang initial station and generally running from south to north, successively passing through Guyang County, Darhan Muminggan Banner, and the Baiyun Obo mining district in Baotou City, and ultimately reaching Barun Industrial Park. Jiamusi Hanya New Energy Co., Ltd.: The Jiamusi Hanya wind power hydrogen production synthetic green methanol integrated project was filed. The project is located in Heilongjiang Province, with a total investment of 4 billion yuan. Construction scale and contents: mainly the construction of a 300,000-mt green methanol production unit and a thermal energy storage unit, with a planned land area of approximately 350,000 m². Windey Energy Technology Group Co., Ltd.: The list of winning candidates was announced for the biomass gasification process package and technical services project for the first-phase Handan Biomass Green Methanol Project. The top-ranked winning candidate was East China Engineering Science and Technology Co., Ltd. It was understood that East China Engineering has extensive experience in the gasification field, with experience in the design, construction, EPC general contracting, commissioning, and operation of more than 100 gasifiers, covering various mainstream processes such as fixed bed, fluidized bed, and entrained-flow bed. Zhongqing Xinneng (Baotou) Equipment Co., Ltd.: The annual production project for 100,000 hydrogen storage cylinders for hydrogen two-wheelers was filed. The project is located in Kundulun District, Baotou City, Inner Mongolia Autonomous Region. It plans to build a production line with an annual capacity of 100,000 hydrogen storage cylinders for hydrogen two-wheelers, including production workshop renovation and supporting utilities. Annual output value will reach 100 million yuan. The planned construction period is from April 2026 to September 2026. Shenneng North (Otog Banner) Energy Co., Ltd.: The change to the 30 MW-class pure hydrogen gas turbine hydrogen energy storage demonstration project under the Otog Banner integrated wind and solar power hydrogen production and green ammonia synthesis project was filed. After the change, the project site is located in the eastern project area of the Ordos Otog Economic Development Zone, within Shenneng's water electrolysis hydrogen production station in Ordos City, Otog Banner, bounded to the north by the green hydrogen-to-green ammonia project under the Otog Banner integrated wind and solar power hydrogen production and green ammonia synthesis project, to the east by Jingsan Street, to the west by Jinger Street, and to the south by Weisi Road. Construction scale and content: the project covers an area of 500 sq m, of which the hydrogen gas turbine occupies 300 sq m. As a hydrogen energy storage demonstration project, it includes one 30 MW pure hydrogen gas turbine, generator, hydrogen storage equipment, and supporting facilities. Through wind and solar power generation and water electrolysis for hydrogen production, the project has a total hydrogen storage capacity of 360,000 Nm³, an effective hydrogen storage volume of 270,000 Nm³, and is equipped with 12 spherical hydrogen storage tanks, each with a water capacity of 1,875 m³. Jiyuan (Siping) Green Energy Co., Ltd.: The EPC tender for the hydrogen production works of the SPIC Green Energy Lishu wind and solar power hydrogen production, biomass-coupled green methanol project was released. It is understood that the project is located in the chemical park of the Siping New-type Industrialized Economic Development Zone, Lishu County, Siping City, Jilin Province. It adopts a green hydrogen coupled with biomass gasification process to synthesize 197,200 mt/year of methanol, started construction in August 2025, and is expected to be commissioned in September 2027. The project includes three hydrogen production workshops. Workshops No. 1 and No. 2 each are arranged with 12 sets of 1,000 Nm³/h alkaline electrolytic hydrogen production electrolyzers plus three sets of 4,000 Nm³/h hydrogen purification units; Workshop No. 3 is arranged with four sets of 1,000 Nm³/h alkaline electrolytic hydrogen production electrolyzers plus one set of 4,000 Nm³/h gas-liquid separation unit, among others. Sinopec Sales Co., Ltd. Tibet Petroleum Branch : The tender notice for Section I of the general construction contracting project for the Shannan hydrogen-oxygen combined supply project was released. The construction site is in Naidong District, Shannan City, Tibet Autonomous Region; the planned construction period is 180 days; the estimated contract value for the section is 27.23 million yuan (tax included); the hydrogen production portion of the section tender includes an IGBT rectifier and control system skid, hydrogen production skid, oxygen purification unit, pure water machine and chiller unit skid, and related supporting facilities, while the hydrogen refueling portion includes a 35 MPa dual-nozzle hydrogen dispenser, 45 MPa hydrogen compressor skid, 45 MPa hydrogen storage cylinder bank, and sequence control panel. Ming Yang Smart Energy Group Co., Ltd.: It held a signing ceremony at Ming Yang Group headquarters for the hydrogen-fueled gas turbine complete-unit R&D and manufacturing project with the People's Government of Hudai Town, Binhu District, Wuxi City, Jiangsu Province, with both parties formally reaching a strategic cooperation agreement. Sichuan Zhongke Hydrogen Energy Technology Co., Ltd. : First Public Notice of Environmental Impact Assessment Information for Phase II of the Integrated Energy Station Project Featuring Hydropower, Wind and Solar Power, Hydrogen, and Natural Gas Multi-Energy Complementarity. According to the document, Phase II of the integrated energy station project featuring hydropower, wind and solar power, hydrogen, and natural gas multi-energy complementarity is located in Nanchong High-tech Zone, with Sichuan Zhongke Hydrogen Energy Technology Co., Ltd. as the project developer. It will build an integrated hydrogen production and refueling station, along with supporting public utility facilities, to realise the hydrogen refueling function of the integrated energy station for hydrogen-powered vehicles, and will also build one hydrogen energy industry R&D production site. GRINM Engineering Institute Co., Ltd. : The new materials pilot platform in Huairou Science City completed final acceptance upon completion, and four key pilot lines, including solid-state hydrogen storage and ceramic co-firing materials, entered the stage of commissioning and line integration. Among them, the total investment in the solid-state hydrogen storage project is 14.5 million yuan, and the total investment in the ceramic co-firing materials project is 12 million yuan, which will support the commercialisation of new material achievements and the industrialisation of hydrogen energy and key electronic materials. Policy Review​ 1. The Ministry of Industry and Information Technology, the Ministry of Finance, and the National Development and Reform Commission (NDRC) issued a notice on carrying out pilot work for the comprehensive application of hydrogen energy. The document states that by 2030, hydrogen energy in city clusters is expected to achieve large-scale application across diverse fields, and the average price of hydrogen for end-use is expected to fall below 25 yuan/kg, with efforts to reduce it to around 15 yuan/kg in certain advantaged regions; national fuel cell vehicle ownership is expected to double from the 2025 level, with efforts to reach 100,000 units. Through the expansion of application scale, it will promote innovative breakthroughs in hydrogen energy application technologies, processes, and equipment, realise iterative upgrades of fuel cells, electrolyzers, storage and transportation devices, and materials, and promote hydrogen energy as a new economic growth driver to support a comprehensive green transformation of economic and social development. 2. The People's Government of Hunan Province issued the Hunan Province 2026 Plan for National Economic and Social Development. The document states that efforts will be made to advance the circular economy and cleaner production and build a number of zero-carbon parks and zero-carbon factories. It is expected to accelerate the green and low-carbon transformation of the energy system, optimise the management of new energy project pipelines, and speed up the construction of key wind and solar power projects. It will expand green energy consumption scenarios and implement a three-year doubling plan for the service capacity of charging facilities. It will also actively develop the hydrogen energy industry and expand the scale of natural gas utilisation. 3. With the approval of the National Energy Administration, the Standardization Technical Committee for Hydrogen Energy in the Energy Industry was established in Beijing. The establishment of this committee was intended to improve the industry standards system, lead technological innovation, and regulate market order. Enterprise Developments Haida Qingneng Ship (Dalian) Co., Ltd.: The nation's first inland 64-TEU hydrogen fuel cell-powered container vessel, Dongfang Qinggang, for which it supplied the powertrain, successfully completed its first long-distance trial voyage. The entire system operated stably, the navigation performance was excellent, and the trial voyage was a complete success. Hydrogen Power (Beijing) Technology Services Co., Ltd.: 100 hydrogen-powered refrigerated trucks were officially delivered to Hydrogen Cheng Times and will be operated by Hydrogen Power Technology as the agent. Rongcheng New Energy Group: Successfully delivered 50 hydrogen-powered heavy trucks to Cangzhou Huagang International Logistics Co., Ltd. This batch of vehicles will be put into service on the transport route from Huanghua Port to the Shandong Lubei Aluminum Industry Base. CSSC Engine Co., Ltd.: Its WinGD6X72DF-A-1.0 ammonia-fueled low-speed engine successfully passed functional integration approval and bench testing, and was successfully delivered in Qingdao. It is understood that this was the first ammonia-fueled marine engine in China to be formally delivered as a commercial product. Aerospace Engineering Company: Signed contracts for two major green hydrogen engineering projects in succession, namely the hydrogen refueling station water electrolysis hydrogen production project of Zhongqing Energy Development (Shandong) Co., Ltd., and the electrolytic hydrogen production unit project for the Inner Mongolia Fenglü green hydrogen-coupled coal-to-olefins project. For these two projects, Aerospace Engineering Company will provide a total of 16 sets of HTJSDJ-1000/1.6 alkaline electrolyzers, together with supporting post-processing systems and utility engineering equipment, and will be responsible for engineering design. This cooperation marked Aerospace Engineering Company's simultaneous breakthroughs in the two major fields of green transportation and green hydrogen chemicals. Qinghang Times (Shenzhen) Technology Co., Ltd. : Qinghang Times was established on January 5, 2026, with a registered capital of 1 million yuan and legal representative He Rongjie. Founded by a Tsinghua University master's and doctoral team, it received support from Tsinghua entrepreneurship and innovation platforms including Tsinghua i-Space and Tsinghua Chuang+, and was selected for the Sci-Tech Innovation Light "Future Tech Innovators Program." With a technical solution combining liquid hydrogen storage and a high-temperature PEM hydrogen-electric coupling system, it increases aircraft driving range by more than 10 times and payload capacity by 2-3 times. Recently, it completed seed-round financing of several million yuan, with the investor undisclosed. Shenzhen Hydrogen Zhi Energy Co., Ltd.: Completed A+ round financing, with Shenzhen Energy Investment as the investor. Anhui Mashui New Energy Technology Co., Ltd. : Anhui Mashui Technology completed A-round financing of over 100 million yuan, led by NIO Capital. This round of funding will be used primarily to fulfill large orders, increase R&D reserves, support new factory construction, and cover daily operations, so as to drive the integration and upgrading of the industry chain. China Energy Engineering Corporation Research Institute: The kick-off meeting for the international standard High-Pressure Liquid Hydrogen Pump for Hydrogen Refueling Stations, led and submitted by the Low-Carbon Institute, was held online. Since the standard was approved for project initiation in November last year, this meeting clarified the advancement plan and technical roadmap, bringing together 20 experts from China, the United States, Germany, France, Russia, Japan, and the European Industrial Gases Association, who reached consensus on core issues such as the standard’s scope and application scenarios, thereby laying a solid foundation for the high-quality and timely delivery of the standard. Jiangsu Guofu Hydrogen Energy Equipment Co., Ltd. : A delegation from Thailand’s water, electricity, and related institutions came to China for exchanges on the new energy industry and made a special trip to Zhangjiagang, Jiangsu, to visit the rooftop PV hydrogen production project jointly developed by Zonergy and Guofu Hydrogen Energy. It was understood that the project relied on a distributed PV system installed on factory rooftops and used PV power generation to provide clean and stable electricity for enterprise production and energy applications, balancing efficient energy utilization with green development; at the same time, it integrated hydrogen energy application scenarios and was equipped with an ESS to ensure a stable energy supply for hydrogen production. It is a leading distributed PV hydrogen production demonstration project in China by scale, showcasing China’s advanced achievements in the integrated development of PV and hydrogen energy. Beijing SinoHytec Co., Ltd.: Signed a strategic cooperation agreement with Haitai Solar and the Hebei Hydrogen Energy Society, relying on the National Energy Administration’s first batch of hydrogen energy pilot policies and centering on the Zhangjiakou-Chengde-Tangshan hydrogen energy regional pilot to advance the deep integration of “government, industry, academia, research, and application.” The three parties will focus on the Kangbao-Caofeidian long-distance hydrogen pipeline with annual hydrogen transmission capacity of 1.55 million mt, creating a “hydrogen production in Zhangjiakou and Chengde, application in Tangshan” model. Haitai Solar will provide SinoHytec with a stable hydrogen supply and storage and transportation services, addressing the industry’s high storage and transportation costs and supporting high-quality regional hydrogen energy development and the implementation of the “dual carbon” goals. The Sixth Academy of China Aerospace Science and Technology Corporation: Released four new hydrogen energy products in Beijing, including an onboard liquid hydrogen system, liquid hydrogen refueling equipment, a liquid hydrogen tank container, and an alkaline electrolyzer, and also released a blue book on the hydrogen energy industry to help build the hydrogen energy industry ecosystem. Beijing Hydrosys Technology Co., Ltd.: Its self-developed hydraulic-driven hydrogen compressor underwent rigorous assessment and passed EU CE certification. Patent Applications 1. Shanghai Institute of Ceramics, Chinese Academy of Sciences (China) disclosed patent CN2025110028 and developed a ceramic-based anion exchange membrane, with a laboratory-tested service life of up to 80,000 hours. 2. Johnson Matthey (UK) filed patent WO2025109876, disclosing an Fe-Ni-Mo ternary non-precious metal catalyst formulation with activity close to that of platinum-based materials. Technology Footprint/Technical Specifications 1. A joint team from Xi’an Jiaotong University and Peking University jointly conducted R&D on a new-type osmium-based catalyst, significantly improving the efficiency and economics of hydrogen production via AEM water electrolysis and supporting the large-scale deployment of low-cost green hydrogen. 2. Johnson Matthey and Syensqo achieved efficient recycling and reuse of platinum group metals and ionomers in PEM fuel cells and electrolyzers, significantly reducing the carbon footprint. 3. Relevant research teams from the School of Electrical Engineering at Xi’an Jiaotong University and the State Key Laboratory of Electrical Materials and Electrical Insulation successfully developed the Ru/Ti3C2Ox@NF bifunctional electrocatalyst for seawater electrolysis. 4. The group standard Technical Specification for Hydrogen Production by Coupled Electrolysis with Wind and Solar Power, PV+ESS, and Green Electricity (No. T/CIEP 0272—2025) was released and implemented by the China Industrial Environmental Protection Promotion Association. Zhongneng Dayou Energy Technology Co., Ltd. successfully developed a 100 kW-class PEM electrolyzer hydrogen production multi-field coupling test device. 5. GKN Powder Metallurgy announced that it has developed a next-generation high performance, high-porosity, high-purity porous transport layer (HP-PTL) for proton exchange membrane (PEM) electrolysis.

[SMM Hydrogen Energy Bulletin] Recently, the New Materials Pilot-Scale Platform of GRINM Engineering Institute Co., Ltd. in Huairou Science City passed completion acceptance. Four key pilot lines, including solid-state hydrogen storage and ceramic co-firing materials, entered the commissioning and integration stage. Among them, the solid-state hydrogen storage project had a total investment of 14.5 million yuan, and the ceramic co-firing materials project had a total investment of 12 million yuan, which will support the commercialization of new materials achievements and the industrialisation of hydrogen energy and key electronic materials.

On January 27, the annual 40,000 tons electronic-grade hydrogen fluoride project of an electronic materials company in a province applied for and passed filing on relevant websites. Previously, the Ecological Environment Bureau of a certain city announced the environmental impact assessment approval for the ultra-pure cleaning materials production line technical renovation project of the same company. This project, with an investment of 261.63 million RMB, is located in a fluorinated new materials industrial park in a county (within the existing plant area of the company).

The National Energy Administration organized the first batch of pilot work for new-type power system construction. It proposed focusing on cutting-edge directions related to new-type power systems, conducting single-direction pilots through typical projects and multi-direction comprehensive pilots through representative cities, exploring new technologies and models for new-type power system construction, and promoting breakthroughs in this field. Emphasis will be placed on key breakthroughs, initially covering seven directions: grid-forming technology, system-friendly new energy power stations, smart microgrids, computing-power-electricity coordination, virtual power plants, large-scale high-proportion new energy transmission, and next-generation coal power. The principle of adapting to local conditions will be followed, selecting suitable directions for pilot projects based on regional realities and reasonably determining their scale and scope. Innovation leadership will be prioritized, encouraging the adoption of new technologies and models, supporting pilot projects to apply achievements from national major smart grid technology projects and energy equipment "shortcomings improvement" initiatives, while simultaneously advancing institutional reforms. It specifically proposed focusing on national hub nodes and non-hub node regions with abundant energy resources such as Qinghai, Xinjiang, and Heilongjiang. Based on scientific integration of source-load-storage resources, the plan coordinates regional existing and incremental data center green electricity demands with new energy resource conditions, jointly planning computing-power and electricity projects. By exploring the "green electricity aggregated supply" model featuring nearby new energy power supply, aggregated transactions, and local consumption, the proportion of green electricity in data centers will be increased. Through technologies like joint forecasting of computing load and new energy power, flexible control of computing load, and intelligent dispatching, source-load coordination will be enhanced, reducing power grid capacity requirements during peak periods. Data center waste heat recovery will be strengthened to improve energy efficiency. The joint operation of solar thermal power with wind and PV power will be explored to enhance stable supply capacity. Notice of the National Energy Administration on Organizing the First Batch of Pilot Work for New-Type Power System Construction NEA Power [2025] No. 53 To provincial (autonomous region, municipality) energy bureaus, relevant provincial (autonomous region, municipality) and Xinjiang Production and Construction Corps development and reform commissions, Beijing Municipal Urban Management Commission, dispatched agencies of the National Energy Administration, and relevant central state-owned enterprises: To implement the requirements of the Notice of the National Development and Reform Commission, National Energy Administration, and National Data Bureau on Issuing the Action Plan for Accelerating the Construction of New-Type Power Systems (2024-2027) (NDRC Energy [2024] No. 1128), typical and representative directions have been selected for pilot exploration. Relevant matters are hereby notified as follows. I. General Requirements Focus on cutting-edge directions related to new-type power systems, conduct single-direction pilots through typical projects and multi-direction comprehensive pilots through representative cities, explore new technologies and models for new-type power system construction, and promote breakthroughs in this field. We will persist in making breakthroughs in key areas by initially carrying out pilot work in seven directions: grid-forming technology, system-friendly new energy power plants, smart microgrids, collaborative computing and power systems, virtual power plants, large-scale and high-proportion new energy transmission, and the new generation of coal-fired power. We will persist in adapting measures to local conditions by selecting suitable directions for pilot projects based on the actual situations of different regions, and reasonably determining the scale and scope of the pilot projects. We will persist in innovation-driven development by encouraging the adoption of new technologies and models, supporting the application of major national science and technology projects in smart grids and the "short-board-filling" achievements in energy technology and equipment in pilot projects, and simultaneously carrying out institutional and mechanism reforms. We will persist in whole-process management by effectively managing the entire process of pilot projects, including application selection, organization and implementation, effect evaluation, and promotion and application, to ensure the implementation effect and play a leading role. II. Pilot Directions (1) Grid-forming technology. We will focus on applying new energy/new-type energy storage grid-forming control technologies in weak power grid areas with a high proportion of new energy access and in large-scale new energy transmission areas in "desert, gobi, and wasteland" bases to effectively address issues such as reduced short-circuit capacity, decreased inertia, and wide-frequency oscillations, thereby enhancing the new energy grid connection and transmission capabilities. In areas with weak power grid structures and isolated island operation systems, we will apply grid-forming control technologies to improve the system's voltage, frequency, and power angle stability capabilities, and enhance the level of power supply security and system stable operation. (2) System-friendly new energy power plants. We will focus on constructing or renovating a batch of new energy power plants in regions with tight power supply or significant consumption pressure. Through long-term and high-precision power forecasting, as well as intelligent joint regulation and operation of wind and solar power and energy storage systems, we will enhance the system-friendly performance of these power plants, increasing their confident output capacity during peak periods (no less than 2 hours) to over 10%. These power plants will sign collaborative dispatching agreements with dispatching institutions, clarifying the collaborative dispatching operation mode, as well as the reliable capacity and support duration included in the power balance. The power plants will declare their collaborative operation power forecasting results and power generation plan suggestions one day in advance, and the dispatching institutions will improve the dispatching operation rules to incorporate the power plants into the intraday power balance based on the data reported by the power plants. Priority will be given to constructing or renovating projects with a new energy installed capacity of over 200,000 kW. (3) Smart microgrids. We will select typical application scenarios and, in combination with new energy resource conditions, construct a batch of smart microgrid projects. By relying on technologies such as flexible regulation and control of load-side resources, generation-grid-load-storage networking, and collaborative operation control, we will improve the self-peak-shaving and self-balancing capabilities of smart microgrids, increase the proportion of self-generated and self-consumed new energy, and alleviate the consumption pressure on the large power grid. Smart microgrids will clarify the interfaces with the large power grid in terms of assets, management, etc., as well as the rights and obligations in terms of dispatching control, interactive operation, and the use of regulatory resources in the grid connection agreements. (IV) Synergy between computing power and electricity. The focus will be on national hub nodes and non-hub node regions with favorable energy resource conditions, such as Qinghai, Xinjiang, and Heilongjiang. On the basis of scientifically integrating source, load, and storage resources, we will coordinate the green electricity demand of existing and incremental data centers in the region with the conditions of new energy resources, and plan and layout computing power and electricity projects in a coordinated manner. By exploring the "green electricity aggregated supply" model, which involves nearby power supply from new energy sources, aggregated transactions, and local consumption, we will increase the proportion of green electricity in data centers. Through technologies such as joint forecasting of computing power load and new energy power, flexible control of computing power load, and intelligent dispatching, we will enhance the level of source-load coordination and reduce the demand for power grid security capacity during peak load periods. We will strengthen the recycling and utilization of waste heat resources from data centers to improve energy use efficiency. We will explore the joint operation of solar thermal power generation with wind and PV power generation to enhance the level of stable supply. (V) Virtual power plants. Focusing on scenarios such as aggregating decentralized power resources, enhancing flexible regulation capabilities, reducing power supply gaps, and promoting the consumption of new energy, we will build or retrofit a number of different types of virtual power plants according to local conditions. By aggregating various decentralized resources on the load side, such as distributed power sources, controllable loads, and energy storage, and through coordinated and optimized control, we will fully leverage flexible regulation capabilities. We will continue to enrich the business models of virtual power plants by participating in the electricity market and demand response, providing comprehensive energy services such as energy-saving services, energy data analysis, energy solution design, and carbon trading-related services, and generating corresponding revenues. (VI) Large-scale and high-proportion transmission of new energy. The focus will be on the transmission needs arising from the development of the "desert, gobi, and barren land" bases in north-west China and the integrated wind, solar, and hydro bases in the main river basins of south-west China. In conjunction with the national planning and construction of cross-provincial and cross-regional power transmission channels, we will reasonably configure the type and scale of supporting power sources at the sending end, optimize the scheme for connecting to the power system, adopt advanced technologies such as integrated power source coordinated control, flexible DC, multi-source adaptive commutation DC (SLCC), low-frequency transmission, and grid-forming technologies, and reasonably deploy reactive power compensation and energy consumption devices. This will improve the safe, stable operation, and flexible control level of the transmission channels, increase the proportion of green electricity transmitted through the channels, and explore methods for transmitting pure new energy, thereby promoting the consumption of a higher proportion of new energy through transmission. (VII) New-generation coal-fired power. In line with the pilot indicator requirements for new-generation coal-fired power plants outlined in the Implementation Plan for the Special Action on Upgrading New-Generation Coal-Fired Power (2025-2027), we will actively promote pilot projects for existing and new units that meet the conditions, targeting two categories of indicators: clean and low-carbon emissions, and efficient regulation. We will encourage the launch of pilot projects for new-generation coal-fired power plants that meet both categories of indicators simultaneously. In terms of clean and low-carbon emissions, we will significantly reduce carbon emissions from coal-fired power plants by adopting carbon reduction measures such as co-firing with zero-carbon and low-carbon fuels, and CCUS (carbon capture, utilization, and storage), taking into account regional characteristics and resource endowments. In terms of enhancing efficient regulation capabilities, it is necessary to meet all technical indicator requirements for efficient regulation, carry out technological innovation applications for main and auxiliary equipment, and optimize system integration. The focus is on improving the rapid load-changing, deep peak shaving, and wide-load efficient regulation capabilities of coal-fired power units in regions with high demand for rapid power grid regulation and insufficient peak shaving capacity. Units should possess the capability for safe and reliable start-stop peak shaving. III. Organization and Implementation (1) Pilot Project Application. For pilot projects in a single direction, applications shall be submitted by provincial energy authorities or the headquarters of central state-owned enterprises (excluding next-generation coal power pilot projects). Next-generation coal power pilot projects shall be uniformly submitted by provincial energy authorities, and a project support letter from the headquarters of the affiliated enterprise is required. For comprehensive pilot projects, provincial energy authorities shall organize energy authorities at the prefecture-level city level to select multiple pilot directions based on local conditions, forming a comprehensive pilot plan with prefecture-level cities as units, considering the construction of new-type power systems in the region, and submit the application to the National Energy Administration. Among them, comprehensive pilot projects led by central state-owned enterprises shall be jointly submitted by provincial energy authorities and central state-owned enterprises with prefecture-level cities as units. Provincial energy authorities and the headquarters of central state-owned enterprises shall widely solicit pilot projects, conduct reviews of similar projects based on application requirements, project feasibility, technical and economic viability, etc., and submit pilot project applications to the National Energy Administration on this basis. The construction or renovation commencement time of the applied projects must be after August 2024. If relevant approval, authorization, or filing procedures are required, the relevant procedures shall be obtained at the time of application (excluding next-generation coal power pilot projects). Next-generation coal power pilot projects must ensure the fulfillment of project element guarantee conditions. Provincial energy authorities and central state-owned enterprises shall organize the completion of application forms (see the appendix for details) and submit the stamped paper materials to the National Energy Administration (Department of Electricity) by June 30, 2025, with electronic materials sent simultaneously to the email address sunhe@nea.gov.cn. (2) Pilot Project Review. The National Energy Administration shall formulate a work plan for pilot project reviews, refine review criteria and procedures, and, upon receipt of application materials, entrust qualified third-party professional institutions to conduct reviews in accordance with the work plan. After review, a batch of projects and cities will be selected and included in the first batch of pilot projects and announced in a document. Subsequent pilot project applications and reviews will be conducted as appropriate. For newly planned and constructed next-generation coal power pilot projects, further implementation of project approval (filing) and other documents will be carried out after inclusion in the pilot scope. The relevant materials for the pilot projects determined through review will be simultaneously transferred to the relevant dispatched institutions of the National Energy Administration. (3) Project Implementation. After the pilot projects are determined, local energy authorities and project units shall strictly adhere to the plans proposed during the pilot project application for construction or renovation work. If significant changes to the plans occur, an application must be submitted to the National Energy Administration through provincial energy authorities or the headquarters of central state-owned enterprises. Energy authorities at all levels and central state-owned enterprises should track the implementation of projects throughout the process, coordinate to resolve relevant issues, and ensure the smooth progress of projects. During this process, provincial energy authorities and central state-owned enterprises should promptly report the phased progress to the National Energy Administration (NEA). The dispatched offices of the NEA should, in line with their responsibilities, strengthen tracking, supervision, and services for the pilot projects, and promote the implementation of the pilot plans. (IV) Supportive Policies. Energy authorities at all levels, the dispatched offices of the NEA, and central state-owned enterprises should, based on the needs for pilot exploration and innovation, actively carry out institutional and mechanism reforms, address policy bottlenecks, and create a policy environment conducive to the implementation of pilot projects. They should make coordinated use of funding channels such as ultra-long-term special treasury bonds to support pilot projects that meet the support directions and policy requirements. The achievements of pilot projects should be incorporated into the evaluation system for the construction of a new-type power system as an important component for assessing the effectiveness of its construction. The required coal-fired power generation capacity for the new-generation coal-fired power pilot projects should be prioritized and arranged by the NEA within the coal-fired power planning and construction capacity formulated by the state based on total volume control. Support should be given to the joint operation of upgraded units of existing coal-fired power plants, newly built units, and new-generation coal-fired power pilot units with new energy, and the new energy projects involved in joint operation should be encouraged to be connected to the grid on a priority basis. (V) Evaluation and Promotion. The NEA should organize comprehensive evaluations of the pilot projects in a timely manner, promptly summarize and promote advanced technologies, mature models, and supporting policy mechanisms, and give full play to the leading and driving role of the pilot projects. Pilot projects that fail to make progress should have their pilot titles revoked. National Energy Administration May 23, 2025

As a key material in fields such as aerospace, integrated circuits, and high-speed rail transportation, high-end copper alloys have increasingly prominent strategic importance. Despite China's copper semis production and consumption ranking first globally for consecutive years, with a self-sufficiency rate of 96% for general copper semis, high-end copper alloy products still heavily rely on imports. To address this "chokepoint" challenge, SMM recently initiated an industry resource integration proposal, collaborating with upstream and downstream enterprises in the industry chain, as well as research institutions, to meticulously produce the "2026 China Copper Alloy Material Sourcing Guide" , aiming to advance the localisation process of high-end copper alloy materials and facilitate the transition from a "major material producer" to a "powerful material producer". Liaoning Hechang Electronic Materials Technology Co., Ltd. actively participated in the joint production of the sourcing guide as a partner, jointly promoting the healthy and rapid upgrading of China's copper alloy material industry chain. Liaoning Hechang Electronic Materials Technology Co., Ltd. (formerly Liaoning Copper Industry Group) is located at the foot of the picturesque Qianshan Mountain in China, bordering Shenyang to the north and Anshan to the south. It enjoys convenient transportation, abundant resources, and a superior geographical location. Since its establishment in 1996, the company has maintained steady and sustainable development, ranking among China's key enterprises in copper processing. The factory covers an area of 50 hectares, employs over 500 staff, and has an annual copper semis processing capacity of 60,000 mt. Its leading products, including copper and copper alloy strips, sheets & plates, tubes, bars, sections, and profiles, are widely used in various fields of the national economy, such as electronics, power, military, shipbuilding, communications, transportation, machinery manufacturing, metallurgy, home appliances, and construction, and are popular both domestically and internationally. Adhering to the development path of "steady growth and honest operation", the company has cultivated and established a strong and experienced team of professional talents. Over the past two decades, with the goal of producing high value-added, high-tech, and high-quality products, Liaoning Hechang Electronic Materials Technology Co., Ltd. has successively introduced internationally advanced copper semis production and detection equipment from developed countries and regions such as the US, Germany, Austria, and Sweden. Through the organic integration of human resources and equipment advantages, the company has achieved advanced levels in the industry in terms of comprehensive strength, including scientific research and development, process technology, quality systems, technical equipment, and product innovation. The high-precision copper and copper alloy plate/sheet and strip production line has an annual capacity of 60,000 mt, capable of producing high-precision copper plate/sheet and strip series products such as oxygen-free copper strips, tin-phosphorus bronze strips, transformer strips, cable shielding strips, water tank strips, and lead frame materials, with a thickness exceeding 0.1 mm, a coil weight of 6 mt, and a thickness tolerance of less than 0.0001 mm. These products feature stable performance, bright surfaces, and flat plate shapes, with all quality indicators meeting or exceeding international advanced levels. Liaoning Hechang Electronic Materials Technology Co., Ltd. passed the ISO9001:2008 Quality Management System Certification in 2004, and has successively won multiple honors, including "Contract-Abiding and Credit-Worthy Enterprise in Liaoning Province", "Integrity Model Enterprise in Liaoning Province", "Technology Innovation-Oriented Township Enterprise in Liaoning Province", "Top 100 Township Enterprises in Liaoning Province", "Major Taxpayer Enterprise in Liaoning Province", "Top 10 Private Economy Enterprises", "Star Private Enterprise", and "Private Enterprise with Outstanding Contributions". Its products have been rated as "High-Quality Products in Liaoning Province" for six consecutive years, and the "Liaotong" brand trademark is a "Famous Trademark in Liaoning Province". The company currently holds 10 patents with independent intellectual property rights. It has developed products such as "Special Electronic Shell Copper Strip", "Copper-Clad Aluminum Copper Strip", and terminal copper strips, which have passed the acceptance and appraisal of the Chinese non-ferrous metals industry. New products like "Special-Shaped Copper Semis for CPU Heat Sinks" have passed the scientific and technological achievements appraisal organized by the Provincial Science and Technology Department, and have won multiple "Provincial Science and Technology Progress Awards" and "Provincial Achievement Transformation Awards". Contact Information Wang Enda 139 0499 9891 WeChat QR Code Click here to get the "2026 China Copper Alloy Materials Sourcing Guide" for free SMM Contact Person Bao Jinyong 13159338158 baojinyong@smm.cn

With the rapid advancement of technology, tin solder, as an indispensable basic material in the field of electronic manufacturing, has become increasingly important. From precision PCB circuit boards to dazzling LED lighting, from cutting-edge semiconductor packaging to the booming PV industry, the application of tin solder is ubiquitous, playing a crucial role in the stability and enhancement of product quality. At the same time, we should also recognize that the rise of the manufacturing industry in Southeast Asia has brought new growth points to the tin solder market. This region is rich in labor resources, has relatively low costs, and enjoys strong government policy support, attracting numerous international electronics companies to establish operations. As these companies continue to grow and expand, the demand for tin solder will also continue to increase. To provide a more comprehensive display of the distribution pattern of tin solder enterprises in China and Southeast Asia, and to more accurately meet market demands, Haoyu Electronic Materials Co., Ltd. has partnered with SMM to initiate the creation of "2025 China and Southeast Asia Tin Solder Procurement Guide (Bilingual Edition)" . Through this map, the industry can gain a more comprehensive understanding of the current application status of tin solder in China and Southeast Asia, empowering enterprises in their layout and industrial development. Haoyu Electronic Materials Co., Ltd. was established in 2019 and is a high-tech manufacturing enterprise integrating production, sales, and service. The company is located in the manufacturing hub of Ho Chi Minh City, near the Ho Chi Minh City High-Tech Park, with convenient transportation. To better serve customers, the company opened a new factory in Long An Province in 2021. Over the past few years, we have understood that technical requirements, product quality, and service capabilities are the keys to building strong trust with our customers. For many years, we have been committed to the research and development of lead-free solder materials, with solder wire, solder paste, and solder bars as our main products. Our years of product research and development have increased our market share by five times. Among them, the Sn-Cu-Ag series solder bars have received widespread recognition from customers. Contact +86 18820312160 (China) Factory: 184, DT825 Road, Binh Tien 2, Duc Hoa Ha Hamlet, Duc Hoa District, Long An Province, Vietnam Office: 111, 15A Road, District 6, Phuoc Long B Ward, Thu Duc City, Ho Chi Minh City, Vietnam 》》Click the link to immediately receive the "2025 China and Southeast Asia Tin Solder Procurement Guide (Bilingual Edition)"《《 Map Cooperation Contact Ge Zhang 13564141216 zhangge@smm.cn