On June 30, 2026, the National Energy Administration issued the “Guidelines for Data Classification and Grading in the Energy Industry (2026 Edition).” Hydrogen energy was officially designated as a first-level category of energy data, on a par with traditional fossil fuels such as coal, crude oil, and natural gas, marking the domestic hydrogen industry’s departure from a single-demonstration phase and its full entry into a development cycle of large-scale and standardized systems. This top-level data system adjustment reshapes hydrogen’s national strategic positioning, leveraging a unified data management system to connect the entire chain of green hydrogen cost reduction, storage and transportation infrastructure, and diversified applications, and the industry may usher in a new expansion cycle. I. Policy Upgrade: Hydrogen Energy’s Strategic Status Achieves a Hierarchical Leap 1. Core Basis for Document Issuance The Guidelines serve as detailed implementation rules for the Data Security Law and the Measures for the Security Management of Data in the Energy Industry (Trial), defining a total of 12 first-level data categories for energy, including coal, oil and gas, and hydrogen energy. Hydrogen energy enters the basic energy data series for the first time, bringing the hydrogen industry under the national unified energy safety regulatory system. 2. Policy Evolution Context The Medium and Long-Term Plan for Hydrogen Industry Development (2021-2035), released in 2022, established hydrogen’s energy attribute in law for the first time and set the goal of diversified commercial applications by 2035. With the implementation of this data classification document in 2026, hydrogen completes its identity shift from a “demonstration and pilot industry” to a “national basic energy category,” and industry development moves from being purely driven by policy subsidies to a new phase characterized by policy guidance, scenario validation, and market-oriented operation in parallel. 3. Three Top-Level Strategic Support Logics Energy Security Assurance: Global geopolitical conflicts have intensified fluctuations in oil and gas imports. In 2025, China’s crude oil import dependency was 72.3%, and natural gas import dependency was 43.8%. Hydrogen, produced from renewable sources such as wind, solar, and hydropower, can significantly reduce reliance on fossil fuel imports while simultaneously achieving carbon reduction targets. Domestic Industry Supply-Demand Mismatch Correction: In 2024, China’s total hydrogen production was 37.28 million mt, ranking first in the world. Domestic planned capacity for green hydrogen accounted for 52% of the global total, but the average annual operating rate of commissioned green hydrogen facilities was only 23.6%, leaving a large amount of electrolyzer capacity idle. Unified data standards will compel the industry to shift from blindly expanding hydrogen production capacity to a demand-side orientation that aligns with downstream consumption scenarios. Global Hydrogen Competition Breakthrough: The EU implemented the Hydrogen Strategy Act in 2026, and the US allocates over $9 billion annually in hydrogen industry subsidies, as Europe and the US accelerate their efforts to seize dominance in hydrogen standards and trade. China uses the hierarchical management of hydrogen data to improve its domestic standard system, shore up shortcomings in industrial digitalization, and enhance the competitiveness of international hydrogen projects and equipment exports. II. Industrial Empowerment Value of the Hydrogen First-Level Data Classification System (1) Establishing a Baseline for Full-Chain Data Compliance and Security The Guidelines unify the classification of all energy data into three control levels: general, important, and core, covering the entire process of hydrogen production, storage, transportation, refueling, and utilization. They define mandatory control rules: geographical infrastructure data with coordinate accuracy ≤100 meters for hydrogen refueling stations, hydrogen production bases, and pipeline networks are classified as important data, with strict limits on external disclosure. Real-time operational control instructions for water electrolysis hydrogen production units and sensor data from high-pressure storage and transportation equipment are classified as core data, and unencrypted external transmission is prohibited. Electricity load data for wind and solar-powered electrolysis hydrogen projects and supporting new energy power plants are subject to tiered protection, with electricity data for super-grade green hydrogen projects implementing the highest protection standards. All enterprises must establish a full-life-cycle data ledger, mandatorily use commercial encryption technologies, and simultaneously comply with classified protection 2.0 and critical information infrastructure protection requirements to avoid risks such as monitoring data leaks in coal chemical and hydrogen plants, and cyberattacks on industrial control systems. (2) Restoring Industry Investment Confidence and Reducing Market Uncertainty As of year-end 2025, there were 627 registered wind and solar electrolysis hydrogen projects nationwide, with a total planned investment exceeding 860 billion yuan, but only 148 projects actually started construction, representing an overall commencement rate of 23.6%. The core pain point for the sluggish industry investment was the lack of unified data statistical standards, cost accounting, and operational supervision standards for hydrogen, causing capital to remain on the sidelines for a long time. This policy improves the investment environment in three ways: The National Energy Administration simultaneously releases unified hydrogen data statistical specifications, so enterprises no longer need to build their own differentiated data systems, reducing digital compliance costs per project by 30%-45%. Concurrently, it aligns with 19 existing draft national hydrogen standards, achieving bidirectional unification between data standards and equipment, storage, transportation, and refueling technology standards, thereby enhancing the export recognition of domestic electrolyzers and hydrogen storage cylinders. Standardized data provides a unified basis for financial institutions’ cost calculations and project return assessments, substantially mitigating investment risks arising from policy changes. Supporting policies simultaneously tightened industry assessment: In April 2026, the National Energy Administration clarified dynamic elimination mechanisms for nine major hydrogen pilot regions. Projects are assessed monthly on economic viability based on operational data after commissioning; those without a stable profit model for six consecutive months are directly withdrawn, marking the industry's complete departure from the era of extensive subsidies. (III) Enabling Data Interoperability Across the Industry Chain to Revitalize Idle Hydrogen Capacity The Guidelines categorize a secondary-level hydrogen data catalog, covering seven segments: planning, engineering construction, hydrogen production, tube trailer storage and transportation, hydrogen refueling, transportation/industrial consumption, and technological R&D, thereby establishing a framework for data interoperability across the entire industry chain. Benchmark practice: Rongcheng New Energy built China’s first system for capitalizing hydrogen entire industry chain data assets. Its hydrogen big data platform aggregates data from all dimensions including hydrogen production units, tube trailers, hydrogen refueling stations, heavy truck operations, and equipment maintenance, accumulating a total of 21.08 billion real-time operational data entries. Leveraging cross-segment data synergy, the enterprise reduced its overall hydrogen production, storage, and transportation costs by 12.7% and lowered equipment idle rate by 18%. Meanwhile, the policy mandates that enterprises holding important or core hydrogen data undergo at least one security risk assessment per year. Cross-border data transfers of hydrogen technology and capacity data, as well as cross-enterprise data flows, must be preceded by a specialized risk review. This not only controls cross-border data security but also delineates a clear compliance pathway for domestic enterprises’ hydrogen project cooperation outside China, facilitating the export of green hydrogen equipment and complete hydrogen production processes. III. Conclusion Elevating hydrogen to a first-level energy data category is a landmark policy move that incorporates hydrogen into the management of the fundamental energy system. On one hand, through three-tier data security controls, it fills the gaps in digital regulation of hydrogen and mitigates cybersecurity risks in the industry. On the other hand, it unifies industry standards for statistics, operations, and cost data, alleviating three core pain points: idle green hydrogen capacity, investment wait-and-see attitude, and fragmentation of the industry chain. Against the backdrop of intensifying global hydrogen competition and China's dual goals of energy supply security and carbon reduction, data standardization will accelerate the large-scale deployment of green hydrogen, the comprehensive layout of storage and transportation pipeline networks, and propel hydrogen from a niche demonstration track to a core emerging industry that supports China's energy transition and participates in global energy competition.

Recently, FTXT Energy, jointly with Brazil's SENAI CIMATEC (Innovation and Advanced Technology Center of the National Service for Industrial Training), officially launched a road test and validation project for hydrogen fuel cell trucks in Brazil. This test is being jointly advanced by the technical team of FTXT Energy, the commercial vehicle engineering team of Great Wall Motor, and the expert team of SENAI CIMATEC. The test will be conducted in stages to validate aspects such as vehicle power performance, driving range, high-pressure hydrogen storage safety, and real-world local road operating conditions. Previously, the "New Long March No. 1" hydrogen heavy-duty truck, jointly developed by FTXT Energy and Great Wall Motor Commercial Vehicles, arrived in Brazil in August 2025, becoming the first hydrogen heavy-duty truck introduced to the country. This road test will accumulate key data for the commercial application of hydrogen fuel cell heavy-duty trucks in Brazil. The test will focus on the system efficiency, stability, and adaptability of the vehicles in Brazil's complex environments, and will collect data on how factors such as temperature, altitude, road surface types, and driving conditions affect the performance of the fuel cell system. Additionally, the test will verify the vehicles' adaptability to different hydrogen sources, including pathways such as electrolysis hydrogen and hydrogen from ethanol reforming, providing a reference for Brazil to build a localized hydrogen supply and vehicle application system. SENAI CIMATEC is an authoritative testing institution for light and heavy vehicles in Brazil, having participated in multiple national industrial projects such as the Brazil Mobility Program, the Brazilian National Agency of Petroleum, Natural Gas and Biofuels (ANP), the Brazilian Electricity Regulatory Agency (ANEEL), and the Brazilian Industrial Innovation Enterprise Support Program, and has experience in vehicle testing and industrialisation projects. Recently, the institution, in partnership with HYTRON and Petrogal Brasil, inaugurated Brazil's first green hydrogen demonstration project in Camaçari, Bahia, covering aspects including solar power generation, water electrolysis for hydrogen production, hydrogen refueling station construction, and end-user vehicle applications. Previously, leveraging the market resources of Great Wall Motor Group in Brazil, FTXT Energy has signed memorandums of understanding with institutions including the University of São Paulo, the Brazilian Institute of Technology, the Itaipu Technological Park, JAQ under the Nautica Group, and SENAI CIMATEC, covering areas such as hydrogen fuel cell vehicle R&D, hydrogen refueling infrastructure construction, and technical exchanges. The launch of this road test marks a substantive advancement in the cooperation between FTXT Energy and its Brazilian industrial partners. In the future, the two parties will continue to explore areas such as hydrogen-powered ships and stationary power generation, promoting the expansion of hydrogen energy applications from vehicle demonstrations to a multi-scenario, full-chain ecosystem.

Capacity-wise, according to incomplete statistics, China's alkaline electrolyzer market stood at 43.77 GW, while the PEM electrolyzer market stood at 2.7 GW. Peric Hydrogen, a subsidiary of the 718th Research Institute of CSSC, completed factory inspection and shipment for delivery of its first hydrogen project equipment in Canada. The project has an installed capacity of 1.75 MW and adopts a containerized integrated hydrogen production system. Project-related updates: Inner Mongolia Baogangxin Energy Co., Ltd. : The hydrogen production and storage integrated demonstration project it invested in has been filed. Located in the Bayan Obo mining area in Baotou, the project has a total investment of 41.9 million yuan. The project will be equipped with one set of 1000 Nm³/h alkaline water electrolysis hydrogen production unit, one set of 500 Nm³/h proton exchange membrane water electrolysis hydrogen production unit, along with gaseous hydrogen storage tanks, a 100 kg solid-state hydrogen storage unit, and a heat storage and release system. It will also be furnished with supporting utilities such as power supply, automatic control, compressed air, and nitrogen generation facilities, creating an integrated demonstration project that couples multiple hydrogen production routes with solid-state hydrogen storage. China Energy Ningxia Coal Industry Co., Ltd. : The Phase I of the Ningdong Integrated Energy Station Project of Ningxia Coal Industry has been fully completed and is in the final stage of trial operation. The project is located at the entrance of the Ningdong Coal Chemical Industrial Park and is operated by Genyuan Zhihuan Logistics Company. Phase I has completed construction of canopies, refueling islands, LNG dispensing islands, an office building, fire-fighting and monitoring control rooms, and other supporting facilities. It is equipped with oil storage tanks with a total volume of 110 m³ and LNG storage tanks of 60 m³. The maximum on-site hydrogen storage capacity is 1,593.3 kg, including two 50 m³ diesel storage tanks, two 30 m³ gasoline storage tanks, one 60 m³ LNG storage tank, and three single-hose LNG dispensing islands. Meanwhile, civil works and process reservations for three hydrogen refueling islands have been completed. Once operational, the project will provide integrated refueling of oil, gas, and hydrogen for heavy-duty trucks, engineering machinery, and official vehicles in the park, thus strengthening the energy supply guarantee capacity of the Ningdong Coal Chemical Industry Base. CIMC New Energy (Liupanshui) Technology Co., Ltd. : The steel-coke integration project of CIMC New Energy (Liupanshui), a subsidiary of CIMC Enric, has been put into operation. The project relies on the coke oven gas from Shougang Shuicheng Steel to mass-produce blue LNG and 99.999% high-purity blue hydrogen. With a total investment of 808 million yuan, the project covers an area of 248 mu and had a construction period of 12 months. Upon reaching full production, it will achieve an annual output of 140 kt of LNG and 24 million Nm³ of high-purity blue hydrogen. Currently, the company has three similar projects in operation at Angang Bayuquan and Linggang, with three more new projects in the preliminary preparation stage. Its business covers Liaoning, Guizhou, Sichuan, and Southeast Asian markets outside China. All existing operating projects have a combined annual output of 48 million Nm³ of hydrogen, 420 kt of LNG, and 80 kt of liquid ammonia. Guoneng Nanjing Electric Power Test & Research Co., Ltd. : The EPRI subsidiary has issued a bidding announcement for hydrogen fuel procurement under a national key project. This project is undertaken by Guoneng Nanjing Electric Power Test & Research, involving fuel procurement for the National Key R&D Program "10 MW-class wide-load hydrogen co-firing technology integration and boiler demonstration." The test site is located at the Hainan Ledong Power Plant area. The project has a single bidding section for the 168-hour commissioning of a 10 MW pilot-scale gas boiler. It requires that the hydrogen blending heat value ratio in natural gas be no less than 20%, and the procurement includes pure hydrogen as well as full-process services such as transportation, technical training, and quality assurance. The gas supply threshold can be met by any one of three options: 200 hours of supply, 190,000 Nm³ of hydrogen, or the testing volume verified by the bid inviter; supply ends once any condition is met. Settlement will be based on the actual hydrogen supply volume. The supply period is 161 days from the contract signing, and all supplies must be completed by December 31, 2026. The supplier shall deliver to the Ledong site within 30 hours upon receiving the delivery notice. This tender only accepts bids from independent legal entities and agents, and does not accept any consortium. Hexi (Xinjiang) New Energy Co., Ltd. : The first phase of the 20 kt/year solar dish photothermal water splitting hydrogen production project at Sinopec Zhundong No.6 Station by Hexi Xinjiang New Energy has initiated its second public notice. The project is sited on the northwest side of Sinopec Zhundong Sixth Station in the Zhundong Economic and Technological Development Zone, Changji, Xinjiang, covering an area of 50 mu. It will build an integrated dish photothermal RSOC water splitting hydrogen production station equipped with complete facilities for concentrating light, thermal storage, power generation, hydrogen production reaction, hydrogen purification, transmission and distribution, intelligent control, and power supply and distribution. The first phase can produce 2 mt of green hydrogen and 16 mt of green oxygen daily, with an annual output of 660 mt of green hydrogen and 5,280 mt of green oxygen, leveraging new photothermal hydrogen production technology to expand local green hydrogen production pathways. Shanxi Yaxin New Energy Technology Co., Ltd. : The additional hydrogen pipeline laying project for methanol has obtained record-filing. The total investment is 2 million yuan. The pipeline starts from the Shanxi Yaxin New Energy plant area, runs along the park road, and is laid to the Lu’an Taihua plant area. Relying on the existing pipe gallery, a 1.8 km backup hydrogen transmission pipeline is newly built, which can supply up to 144 million Nm³ of hydrogen annually. The project is planned to commence in June 2026 and be completed in August, and construction may begin only after all approvals for planning, environmental protection, and safety are obtained. Sichuan Yuyan New Materials Co., Ltd. : The supporting 8,500 Nm³/h natural gas-based hydrogen production unit for Sichuan Yuyan’s 300 kt/year hydrogen peroxide project has completed full-process commissioning and successfully produced qualified hydrogen. The unit has officially entered the trial production stage, providing assurance for the stable full-load operation of the main hydrogen peroxide facility. Three Gorges Bazhou Ruoqiang Energy Co., Ltd.: The tender is now open for the hydrogen production system equipment under the provisional price of the EPC contract for the Three Gorges Ruoqiang 6×660 MW coal-fired power project. The project is located in Ruoqiang County, Bayingolin Mongolian Autonomous Prefecture, Xinjiang, supporting the planned Ruoqiang–Sichuan ultra-high voltage DC transmission project. It is planned to install six 660 MW ultra-supercritical coal-fired generating units, along with supporting environmental protection facilities. This procurement covers the plant-wide common hydrogen production equipment, including two sets of 10 Nm³/h proton exchange membrane water electrolysis hydrogen production main units and complete supporting equipment such as electric controls, hydrogen storage, pipelines, and spare parts. The equipment is expected to be delivered on truck at the Ruoqiang project site by August 2027, with the actual delivery time subject to the bid inviter’s notice. This tender explicitly does not accept consortium bids. China United Energy Group: The Jordanian Cabinet officially approved the signing of a land use agreement with China United Energy Group to jointly conduct a feasibility study for a local green hydrogen production project. This cooperation aligns with Jordan's clean energy development strategy, aiming to attract high-quality investment in green hydrogen and low-carbon fuels. Once implemented, the project will help Jordan build a regional hub for green industry and clean fuels, boost the development of the upstream and downstream green ammonia industrial chain, and expand export channels for low-carbon products to markets outside China. Shanghai International Port Group Energy Co., Ltd. : SIPG Energy's methanol bunkering vessel, "Haigang Zhiyuan," conducted a bunkering operation for Hanwha Shipping's "HMM LEAF" at anchorage, supplying 3,000 mt of domestically produced biomass green methanol. This successfully completed Shanghai Port's first anchorage green methanol bunkering and set a new record for the largest single anchorage green methanol bunkering operation in China. Following this operation, Shanghai Port's green methanol bunkering service coverage has been expanded to encompass the entire port area, with service waters extended from Yangshan Port, Waigaoqiao Port Area, and Changxing Island Shipyard to anchorage grounds, enabling flexible, customized green fuel bunkering solutions for global shipping enterprises. State Energy Group Hydrogen Technology Co., Ltd.: The first phase of the Cangzhou "Green Port, Hydrogen City" green ammonia project has been successfully mechanically completed, officially entering the integrated commissioning and feed trial operation stage. This project is Hebei Province's first 10kt-level green ammonia project. The first phase is equipped with a 50,000 mt/yr synthetic ammonia unit, relying on local wind and solar power green electricity and employing alkaline water electrolysis for hydrogen production, cryogenic nitrogen generation, and a multi-steady-state flexible synthesis process to produce green ammonia. Dongfeng Motor Group Co., Ltd.: The results were announced for potential suppliers in the procurement project for a containerized integrated hydrogen production system for the R&D Center. This procurement did not accept consortium bids. The first-ranked candidate is Beijing Hydrogen Energy Technology Co., Ltd., with a bid of 463,980 yuan; the second-ranked candidate is Xianhu Technology Co., Ltd., with a bid of 485,000 yuan; the third-ranked candidate is Shandong Saikesaisi Hydrogen Energy Co., Ltd., with a bid of 598,000 yuan. The procurer is purchasing this equipment for internal R&D work. Policy Review 1. The Ministry of Transport, the National Development and Reform Commission (NDRC), the Ministry of Industry and Information Technology (MIIT), and eight other departments jointly issued the "Implementation Plan for Promoting the Large-Scale Application of New Energy Heavy Trucks," setting multiple targets and regulating the construction of energy replenishment infrastructure. The plan proposes that by 2030, the penetration rate of new energy heavy trucks should reach 40%, with ownership exceeding 1.6 million units and accounting for approximately 20% of total heavy truck ownership. The electrification rate for short-distance transport in the Beijing-Tianjin-Hebei region and the Fenwei Plain should exceed 80%, and the freight volume share of new energy heavy trucks on expressways should reach 18%. The national plan is to deploy approximately 3,000 battery charging and swapping stations for heavy trucks, build zero-carbon freight corridors along the expressway network, and simultaneously support these with hydrogen refueling and green fuel bunkering facilities. The document specifies that highway renovation projects must synchronously plan and construct supporting clean energy facilities such as charging and battery swapping stations, hydrogen production and refueling infrastructure, and energy storage systems. Parking areas for new energy heavy trucks for charging and swapping must maintain safe distances from densely populated service areas and oil and gas stations, and facility construction must strictly adhere to mandatory national standards. The plan proposes to build a comprehensive support system encompassing infrastructure, equipment, services, standards, and policies, establishing a multi-departmental collaborative linkage and promotion mechanism. 2. The PipeChina Hydrogen Energy Storage and Transportation Technology Exchange Conference was held in Beijing. The meeting unveiled the technical plan and complete set of standards for hydrogen pipeline transmission engineering, establishing a full-chain standardized system for hydrogen storage, transportation, and delivery, filling the gap in standards for complete sets of technologies for long-distance, large-scale hydrogen pipeline transmission in China, achieving a breakthrough from single-point technological advancements to systematic application. The complete technologies cover core engineering needs such as new hydrogen pipelines and retrofitting natural gas pipelines for hydrogen blending, establishing the first hydrogen pipeline transmission technical framework suitable for six sub-scenarios within two main application categories. The supporting standards cover the entire process including pipe materials, design, construction, and safety operations and maintenance, providing technical support for the demonstration and large-scale promotion of hydrogen pipeline transmission. 3. The National Energy Administration released the "Guidelines for the Classification and Grading of Data in the Energy Industry (2026 Edition)." The document indicates that these guidelines are applicable to the classification and grading of non-sensitive data within the energy industry in the People's Republic of China. Dimensions for energy industry data classification include, but are not limited to, energy type and energy activity. By energy type, the first-level classification of energy industry data includes: coal, oil, natural gas, nuclear energy, hydropower, wind energy, solar energy, biomass energy, geothermal energy, ocean energy, electricity, hydrogen energy, etc. By energy activity, the second-level classification of energy industry data includes: planning, design, construction, production, storage and transportation, consumption, scientific research, etc. Energy industry data processors may conduct third-level and fourth-level classifications based on data content and characteristics. Company Updates Hua Shang Xia Geng Hydrogen Technology (Xiamen) Co., Ltd. : The purchase contract for a 600 Nm³ skid-mounted hydrogen production equipment unit in Italy, led by Huashang International and executed by Huashang Xiamen Hydrogen, has officially come into effect. Following the export of the same model of hydrogen production equipment to Indonesia last year, the enterprise has successfully achieved a key breakthrough in the European market. This supply involves a complete containerized hydrogen production system, encompassing a full suite of equipment including an alkaline electrolyzer, power supply, purification system, cooling system, and automatic control system. The equipment will obtain the EU "4+1" CE certification, making it the first domestically produced alkaline electrolysis hydrogen production equipment to be exported to the EU with this certification. Sungrow Hydrogen Technology Co., Ltd. : Successfully won the bid for the 45MW hydrogen production unit project at the Daye Linkong Hydrogen Energy Industrial Base, deploying a 2000 Nm³/h electrolyzer to support the green transformation of this resource-dependent city. This bid win includes five sets of 1000 Nm³/h and two sets of 2000 Nm³/h alkaline hydrogen production systems. The 2000 Nm³/h electrolyzer has undergone two years of iteration and over 4,000 hours of field testing, demonstrating stable and highly efficient performance. The excellent operational performance and highly recognized equipment and O&M services provided by Sungrow Hydrogen for the Daye Jiangqiao hydrogen production project previously laid the foundation for this renewed cooperation. Zhejiang Yuancheng New Energy Commercial Vehicle Group Co., Ltd. : Jointly built with China National Offshore Oil Corporation, Shanghai's first integrated methanol refueling station—the Jiading Xingle Methanol Refueling Station—has officially commenced operations at No. 2619 Jia'an Road, Jiading District. Dongfang Electric Corporation : The new-generation high-pressure diaphragm compressor unit, jointly developed by Xinran Group Compressor Co., Ltd. and Dongfang Electric Corporation Boiler Co., Ltd., officially began commissioning at the Xinran production site. A special acceptance expert group arrived on site to conduct comprehensive verification of equipment performance, process, and safety across all dimensions. Shanghai AnChi Technology Co., Ltd.: Officially launched the world's first four-nozzle integrated mobile hydrogen ultra-fast charging station. By entering the hydrogen-powered off-grid ultra-fast charging sector with an integrated "hydrogen-electricity-storage-charging" solution, it injects new momentum into the construction of new power systems and the green transformation of the energy structure. Shaanxi Yulin Energy Group New Energy Technology Co., Ltd. : Held cooperation discussions with China Hydrogen Energy Group Co., Ltd. and Shanghai Xinran Compressor. The three parties held in-depth discussions on matters concerning the construction of the Yulin Green Hydrogen Project, joint development of integrated energy stations, hydrogen energy equipment matching, coal chemical industry upgrades, high-end compressor matching, and local production site establishment, reaching a consensus on comprehensive industrial cooperation. NewAir (Hangzhou) Biotechnology Co., Ltd. : Formally signed a technology development cooperation agreement with China Huanqiu Contracting & Engineering Co., Ltd. The two parties will leverage their respective strengths in technological innovation and large-scale chemical engineering implementation to jointly develop a commercial process package for Flexfining™ ethanol-to-sustainable aviation fuel, opening a critical pathway for domestic alcohol-to-jet technology from laboratory scale to industrial implementation, while simultaneously planning large-scale industrial projects in and outside China. SPIC Green Energy Co., Ltd. : SPIC Green Energy signed a special cooperation agreement with the Second Research Institute of CAAC in Chengdu, marking the entry of their collaboration into a new phase of implementation. Next, the two parties will conduct in-depth cooperation focused on technological breakthroughs, standards research, industry-research integration, and talent cultivation to overcome challenges in SAF industry development, accelerate the implementation of demonstration projects, promote low-carbon aviation development, and support national energy security and the achievement of the "dual carbon" goals. Beijing SinoHy Energy Co., Ltd.: Signed a strategic cooperation memorandum with Hyundai Engineering & Construction Co., Ltd., a globally leading EPC enterprise, to jointly pursue global green hydrogen projects. According to the agreement, SinoHy Energy will contribute its technical strengths in alkaline electrolytic stacks and core hydrogen production equipment; Hyundai Engineering & Construction will leverage its experience in large-scale global energy infrastructure projects to provide system integration and EPC delivery services. The two parties will collaborate to create integrated alkaline water electrolysis hydrogen production solutions for delivery to project developers worldwide. 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) submitted patent WO2025109876, disclosing an Fe-Ni-Mo ternary non-precious metal catalyst formula with activity approaching that of platinum-based materials. Technology Footprints/Specifications 1. The team of Tong Lei and Liang Haiwei from USTC, together with Zhang Liang from Tsinghua University, proposed a Carbon Mesopore Depth Engineering (CMDE) strategy. By utilizing hollow mesoporous carbon spheres to regulate ionomer penetration depth, they addressed the inherent conflict between kinetic activity and oxygen mass transport in low-platinum fuel cells, developing a PtCo low-platinum catalyst that combines anti-poisoning properties, high mass transport, and excellent durability. Under an ultra-low platinum loading of 0.1 mgPt cm⁻², it achieved the power, activity, and durability targets stipulated by the US DOE. 2. The team of Professor Li Zhipeng from Northwestern Polytechnical University innovatively constructed a three-dimensional multi-physics field coupling 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. 3. China Automotive Engineering Research Institute's National Hydrogen Power Quality Inspection and Testing Center has built a 0-400kW three-axis comprehensive vibration testing platform for hydrogen-related equipment under load and opened it for commercial use, addressing the domestic gap in high-power hydrogen-related multi-physics field coupled testing. 4. The high-specific-power closed-cathode air-cooled fuel cell stack technology developed by the team of Academician Chen Zhongwei and Associate Researcher Zhang Meng at the State Key Laboratory of Energy Catalytic Conversion, Dalian Institute of Chemical Physics, has passed the scientific and technological achievement appraisal organized by the China Petroleum and Chemical Industry Federation. This technology effectively resolves the industry contradiction between water retention and oxygen mass transfer in air-cooled fuel cells, solving technical challenges such as low-humidity performance degradation, carbon corrosion, dry membrane flooding, and high-power thermal management. 5. Two group standards concerning hydrogen production by water electrolysis have been officially released and implemented: the "Technical Specification for Safety of Hydrogen Production by Water Electrolysis" and the "Method for Calculating Economic Operation Indicators for Hydrogen Production by Water Electrolysis." 6. Petronor and H2SITE are collaborating to advance membrane technology for hydrogen production, enhancing high-purity hydrogen recovery and low-carbon efficiency in refining.

FAW Jiefang Automotive Co., Ltd. and Guangdong Yuntao Hydrogen Energy Technology Co., Ltd. recently held a signing ceremony for strategic and business cooperation in Guangzhou, Guangdong. Zhang Xiaofan, Member of the Standing Committee of the Party Committee and Deputy General Manager of China FAW, and Yang Qiang, Chairman of Yuntao Hydrogen Energy, attended and witnessed the signing. At the ceremony, Liu Jiangwei, Director of the Hydrogen Energy Industry Development Office of the Strategy and Cooperation Department of China FAW, and Zhang Bei, President of Yuntao Hydrogen Energy, signed a strategic cooperation agreement on hydrogen energy; Fan Guoqiang, Executive Deputy General Manager of the Marketing Headquarters of FAW Jiefang, and Liu Wei, Co-President of Yuntao Hydrogen Energy, signed a business cooperation agreement. The cooperation will focus on hydrogen heavy-duty truck R&D, market promotion, and operational scenario deployment. Against the backdrop of accelerating new energy commercial vehicle development, hydrogen heavy-duty trucks are regarded as a key direction for addressing high carbon emissions in logistics and transportation and filling the green shortfall in heavy-load, long-haul transport. This partnership will move hydrogen heavy-duty trucks from technology pilot projects and scenario demonstrations toward standardized, commercialized, and normalized operations . FAW Jiefang has long-standing expertise in heavy-duty truck vehicle R&D and manufacturing, powertrain matching, and marketing and service networks, providing vehicle platforms and market channel support for the large-scale rollout of hydrogen heavy-duty trucks. Yuntao Hydrogen Energy, meanwhile, has long been engaged in fuel cell engine R&D and hydrogen operational scenarios. In 2025, it ranked among the industry forefront in fuel cell system installations and matching vehicle deployments, and became a hydrogen energy enterprise with deployments exceeding 2,000 units that year. Based on the cooperation focus, the two parties will advance work in three areas: jointly developing customized hydrogen heavy-duty trucks tailored to trunk-line logistics and high-speed transport scenarios; co-building a hydrogen supply network to complete the supporting infrastructure required for commercial vehicle operations; and exploring standardized, scenario-based operational models to create a replicable and scalable hydrogen logistics system. According to the "Implementation Plan for Promoting Large-Scale Application of New Energy Heavy-Duty Trucks" jointly issued by 11 national departments, the new energy heavy-duty truck penetration rate target is 40% by 2030, with ownership exceeding 1.6 million units. This collaboration between Yuntao Hydrogen Energy and FAW Jiefang will accelerate deployment in scenarios such as zero-carbon highway logistics, driving the transition of traditional fuel-based logistics toward low-carbon and clean operations.

The Baogang Xin Energy Company's integrated hydrogen production and storage demonstration project has recently been registered. The project is located in the Bayan Obo Mine, Baotou City, Inner Mongolia, with the project unit being Inner Mongolia Baogang Xin Energy Co., Ltd., and the total investment is 41.9 million yuan . According to the registration content, the project will construct one set of Q=1000Nm³/h alkaline water electrolysis hydrogen production unit and one set of Q=500Nm³/h solid proton exchange membrane water electrolysis hydrogen production unit. At the same time, the project will support the construction of gaseous hydrogen storage tanks, a 100kg solid-state hydrogen storage device, and a heat storage and release system. In addition to the core equipment for hydrogen production and storage, the project will also configure supporting utility systems such as power supply, control, compressed air, and nitrogen production, forming an integrated demonstration system combining hydrogen production, storage, and auxiliary operational support. The project plans to have a construction period from September 2026 to December 2028. Upon completion, the project is expected to provide a demonstration example for the coordinated application of local hydrogen production and storage, and further promote the construction of hydrogen energy infrastructure and clean energy application scenarios in the Bayan Obo Mine. From a technical route perspective, the project simultaneously deploys alkaline water electrolysis and proton exchange membrane water electrolysis for hydrogen production, and configures gaseous and solid-state hydrogen storage systems, reflecting the characteristics of multi-technology route collaborative verification. As the development of wind and solar resources and the green hydrogen industry in Inner Mongolia accelerates, such hydrogen production and storage integration projects will provide support for the improvement of the regional hydrogen energy industry chain.

Zhongke Fuhai Technology Co., Ltd., a domestic enterprise in the low-temperature equipment field, recently completed a Pre-IPO round of equity financing, with a financing amount of 1 billion yuan , and the investor is Guoke Capital under the Chinese Academy of Sciences. Public information shows that Zhongke Fuhai has completed multiple rounds of financing previously. The company completed its Series A financing in December 2020, led by CICC Capital; its Series B financing in May 2022, led by Sinopec Capital; and its Series C financing in August 2023, co-led by Chengtong Mixed-Reform Fund and CCB Equity, with a post-investment valuation reaching 7.8 billion yuan. In September of the same year, Zhongke Fuhai was listed among the 2023 China Hydrogen Energy Unicorn Enterprises. In terms of capital operations, Zhongke Fuhai completed its joint-stock transformation in October 2024. In April 2025, the company transferred 43,311,094 shares, accounting for 13.11% of the total share capital. The relevant transfer announcement shows that, given the uncertainty regarding the listing time on the STAR Market, the company was planning a Hong Kong stock market listing plan at that time. On October 13, 2025, Zhongke Fuhai handled tutoring and filing registration with the Beijing Securities Regulatory Bureau, with the tutoring institution being Zhongtai Securities; the legal service institution and accounting firm were Beijing Tongshang Law Firm and Baker Tilly China, respectively. After the completion of this Pre-IPO round of financing, the company's subsequent capital market process has drawn attention. According to information, Zhongke Fuhai was established in August 2016, headquartered in Beijing, and originated from the Technical Institute of Physics and Chemistry of the Chinese Academy of Sciences. It is a high-tech enterprise transformed from low-temperature engineering technology achievements. The company's business covers low-temperature system design, manufacturing, and operation, and it is an integrated service provider in the fields of energy equipment, gas engineering, and green gas. With the expanding applications of liquid hydrogen, green hydrogen, and low-temperature equipment, the company's role in the hydrogen energy industry chain is expected to be further strengthened.