Capacity-wise, according to incomplete statistics, the domestic alkaline electrolyzer market remains at 43.77GW, and the PEM electrolyzer market stays at 2.7GW, with no new capacity added. The "water electrolysis hydrogen production system - oxygen purification unit" produced by Skyreach Hydrogen Technology (Beijing) Co., Ltd. has been successfully delivered to a leading large-scale polysilicon producer in China. Updates on electrolyzer projects: Jinfeng Green Energy Chemical (Xing'an League) Co., Ltd.: The Yujinfeng Xing'an League green hydrogen to green methanol (Phase III) project has been filed, with the construction site located in Xing'an League Economic and Technological Development Zone, Ulanhot City, Xing'an League. Total investment: 2.3 billion yuan, including 460 million yuan of own funds and 1.84 billion yuan of bank loans applied for. The planned construction period is from May 2026 to May 2028. The project will mainly construct biomass gasification, methanol synthesis distillation, and other main production facilities along with supporting public auxiliary works, producing 725,000 tons of green methanol annually. Guohua Investment Guohua (Cangzhou) Integrated Energy Co., Ltd.: The Alashan Large Wind and Solar Base Electrolysis Water Hydrogen Production and Ammonia Synthesis System Integration and Engineering Demonstration Project Cangzhou Green Ammonia Phase II Electrolysis Water Hydrogen Production System Preliminary Design Service has issued a public tender. According to the announcement, the first phase of the Cangzhou green hydrogen and green ammonia electrolysis water hydrogen production and ammonia synthesis facility has already been constructed within the reserved area of the green ammonia plant. Shaanxi Hydrogen Luyuan Technology Co., Ltd.: The shortlisted candidates for the hydrogen power supply equipment and its auxiliary devices procurement (0021GBT rectifier power supply) of the Yulin Zero-Carbon Industrial Park Hydrogen (Hydrogen Production) Demonstration Project have been announced. According to the announcement, the first candidate is Beijing Leidong Zhi Chuang Technology Co., Ltd., with a bid price of 1.3668 million yuan; the second candidate is Zhuzhou CRRC Times Electric Co., Ltd., with a bid price of 1.4661 million yuan; the third candidate is Shenzhen Hopewind Technology Co., Ltd., with a bid price of 1.48 million yuan. North Engineering Design & Research Institute Co., Ltd. : A quotation request has been issued for the process equipment of the hydrogen production unit of the electrolysis water hydrogen production device (including electrolyzers, gas-liquid separation skids, purification skids, centrifugal pumps, canned motor pumps, alkali mixing tanks, demineralized water tanks, and auxiliary facilities). Jiangxi Xinlianxin Chemical Industry Co., Ltd.: The annual 100kt green methanol demonstration project has passed the filing. It is understood that the total investment of the project is 100.96 million yuan, and the construction scale and content do not involve additional land use, partially relying on Jiangxi Xinlianxin Chemical Co., Ltd. Upon project completion, the facility is expected to achieve an annual production of 100kt of green methanol. Construction is scheduled to commence in April 2026 and conclude in April 2027. Jinda Hongjing (Shache) Hydrogen Energy Technology Co., Ltd.: The company issued postponement announcements for the full-process tracking audit service and project supervision service of the Jinda Hongjing Shache County Integrated PV Hydrogen Production Project. The revised bid opening date for both is March 10, 2026. The project involves the construction of a new 250kt/year green methanol production facility, including water electrolysis for hydrogen production, biomass gasification units, and methanol synthesis units, along with storage systems and supporting utilities and auxiliary facilities. The annual output is set at 250kt of green methanol, with by-products including 30kt/year of steam and 179.2 million standard cubic meters/year of oxygen. Ningxia Wangwa Coal Industry Co., Ltd.: The winning bid result was announced for the hydrogen production equipment procurement of the Guyuan Pengyang 2×660MW Unit Project. The winning bidders are Suzhou Xipeiyou Hydrogen Energy Technology Co., Ltd. (bid price: 2.062 million yuan), Wuxi Weifu High-Technology Group Co., Ltd. (bid price: 2.2 million yuan), and Shanghai Hydrogen Sharp Technology Co., Ltd. (bid price: 2.3736 million yuan). The tender was divided into one section, specifically for a 10Nm³/h proton exchange membrane hydrogen production unit. Xinjiang Huadian Weihuliang New Energy Co., Ltd.: The company announced the transaction results for the UPS and EPS of the alkaline water electrolysis hydrogen production system for the Xinjiang Huadian Urumqi Point-to-Point Hydrogen Refueling Station, as well as the results for the hydrogen production system distribution cabinet. The suppliers are Harbin Jiuzhou Group Co., Ltd. and Tengzhou Taiyuan Power Equipment Manufacturing Co., Ltd., respectively. Junrui Green Hydrogen Energy (Chahar Right Rear Banner) Co., Ltd.: A competitive consultation announcement was released for the full-process management of the Chahar Right Rear Banner 14,400 t/year Hydrogen Production Project. According to the announcement, the procurement budget for the full-process management is 1.69% (bidders must not quote a rate higher than 1.69%, or the bid will be deemed invalid). Policy Review 1. The Ningxia Hui Autonomous Region Development and Reform Commission published the "Ningxia 2026 First Batch of Project List Recommended to Private Capital." One key project in the hydrogen energy sector is the Integrated Hydrogen Storage, Transportation, and Utilization Zero-Carbon Energy Demonstration Base, located in the Lingzhou Chemical Industry Park in Lingwu City. The project aims to establish a demonstration model covering the entire green hydrogen production chain, including wind and solar power generation, hydrogen production, storage, and transportation. It will be equipped with corresponding facilities, pipelines, and transport fleets to provide logistics services to surrounding chemical enterprises and offer a feasible solution for replacing gray hydrogen with green hydrogen in the Ningdong coal chemical industry. Additionally, the project plans to construct hydrogen refueling stations to support bus operations and distributed fuel cell power generation projects. The total investment in the project amounts to 2.8 billion yuan. 2. The Jilin Provincial Energy Bureau released the "Implementation Plan for the Development and Construction of Green Electricity Direct Connection Projects in Jilin Province (Trial)" (Draft for Comments). The document indicates that new load projects can carry out green electricity direct connections, with priority support for hydrogen-based green energy (green hydrogen, green hydrogen to green ammonia, green hydrogen to green methanol, green hydrogen to sustainable aviation fuel, etc.), steel metallurgy, computing (data) centers, automotive manufacturing, and other industries. Electricity consumption projects that have not been registered with grid enterprises (including expansion parts of existing loads), electricity consumption projects that have been registered but whose supporting grid projects have not yet started construction, and existing projects agreed upon through consultation with grid enterprises are all considered new loads. In principle, new loads (including expansion parts of existing loads) and existing loads should not have direct electrical connections. 3. The European Commission approved a 4 billion euro special fund for electrolyzers, providing a 30% subsidy on equipment costs for projects with an annual capacity of ≥500 MW, and setting a 2030 target for electrolyzer efficiency in green hydrogen projects at ≥60% (LHV basis). Corporate Developments Plug Power : Faces a securities class action lawsuit in the US District Court for the Northern District of New York, accused of making misleading disclosures to investors regarding the progress of a US Department of Energy (DOE) loan guarantee of $1.66 billion (approximately 12 billion yuan), exaggerating the likelihood of obtaining the loan and the project construction capabilities. In November 2025, Plug announced the suspension of the loan-related project, jeopardizing the loan and the plan for six hydrogen plants, leading to consecutive declines in its stock price. Transition Industries : Signed a long-term natural gas supply agreement with Mexico's CFEnergía, securing a daily supply of 160 million cubic feet of US gas for the Pacifico Mexinol ultra-low carbon methanol project in Mexico. This contract marks the final key commercial milestone for the project, which has a total investment of $3.3 billion and is expected to commence operation by the end of 2029 to early 2030, producing 2.15 million mt of ultra-low carbon methanol annually, making it the largest facility of its kind globally. Power2X : Dutch hydrogen-based synthetic fuel developer Power2X acquired green hydrogen enterprise HyCC, with the transaction valuation undisclosed. The acquisition adds five green hydrogen projects in the Netherlands and Germany, with a total developable scale of 1 GW, aiding the company in advancing its 250,000 mt per year green hydrogen-based SAF project in Rotterdam, marking its transition from project development to execution. Robert Bosch GmbH: Conducted workforce optimization in China, with the first round involving nearly 200 employees at the Wuxi plant's internal combustion engine and hydrogen fuel cell projects. This is an economic layoff, with the company offering N+4 compensation, exceeding the statutory standard. China Huadian Corporation Ltd. : Party Secretary and Chairman Jiang Yi held talks in Baotou with Chen Zhichang, Member of the Standing Committee of the Inner Mongolia Autonomous Regional Party Committee and Secretary of the Baotou Municipal Party Committee, and Meng Qingwei, Deputy Secretary of the Baotou Municipal Party Committee and Mayor, where both sides exchanged views on further deepening central-local cooperation. Hebei Province Baoding High-Tech Environment Technology Co., Ltd.: announced the winning bid result for the Baoding High-Tech Environment Technology Co., Ltd. Hydrogen-Powered Sanitation Vehicle Procurement Project. The winning bidder was Changsha Zoomlion Environment Industry Co., Ltd., with a bid price of 37.685 million yuan. Inner Mongolia Ebert Coal Technology Co., Ltd.: The hydrogen refueling, hydrogen swapping, charging and swapping integrated station at Plot 02-02C1 in the Airport Logistics Park was approved for construction by the Yijinhuoluo Banner Energy Bureau. The bid inviter is Inner Mongolia Ebert Coal Technology Co., Ltd., and the construction funds are self-raised. It is understood that this project is an integrated station for hydrogen refueling, hydrogen swapping, and charging. The hydrogen refueling station is classified as a Level III station with a hydrogen refueling capacity of 500 kg/d. The main facilities of the hydrogen refueling station include 1 unloading column, 2 units of 45 MPa hydrogen compressors, 1 unit of 90 MPa hydrogen compressor, 1 set of 45 MPa hydrogen storage cylinder bundle, 1 set of 90 MPa hydrogen storage cylinder bundle, 1 unit of HB5/H70 hydrogen refueling integrated machine, 3 units of compressor chiller units, 1 unit of hydrogen refueling machine chiller unit, 1 set of nitrogen cylinder bundle, 1 unit of nitrogen cabinet, 2 units of sequential control cabinets, 1 unit of heat exchanger, etc. The facilities for the hydrogen swapping and battery swapping station include 1 set of integrated hydrogen swapping and battery swapping skid, etc. Patent Applications 1. Shanghai Institute of Ceramics, Chinese Academy of Sciences (China) disclosed patent CN2025110028, developing a ceramic-based anion exchange membrane with a laboratory test lifespan reaching 80,000 hours. 2. Johnson Matthey (UK) filed patent WO2025109876, disclosing a Fe-Ni-Mo ternary non-precious metal catalyst formulation with activity close to platinum-based materials. Technology Footprints/Technical Specifications 1. The team of Liu Qingju from Yunnan University constructed a superwetting Pt/NF@CF graded heterojunction electrocatalyst for low-energy consumption and high-efficiency hydrogen production. 2. Teams from Hunan Normal University and Central South University (AM) revealed the effects of compressive strain and oxygen vacancies on iridium oxide in proton exchange membrane water electrolyzers. 3. Relevant research teams from the School of Electrical Engineering, Xi'an Jiaotong University, and the State Key Laboratory of Electrical Insulation and Electrical Materials successfully developed a Ru/Ti3C2Ox@NF bifunctional seawater electrolysis electrocatalyst. 4. The group standard "Technical Specification for Wind-Solar-Storage Green Electricity Coupled Electrolysis Hydrogen Production" (Number 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-level PEM electrolyzer hydrogen production multi-field coupling test equipment. 5. GKN Powder Metallurgy announced the development of a new generation of high-performance, high-porosity, high-purity porous transport layer (HP-PTL) for proton exchange membrane (PEM) electrolysis.

Capacity side, the domestic alkaline electrolyzer market maintained at 43.77 GW, and the PEM electrolyzer market remained at 2.7 GW, with no new capacity added. No offline public delivery information was available this week. Electrolyzer project updates: Yulin Institute of Clean Energy Innovation, Chinese Academy of Sciences : The institute issued a tender for the procurement of megawatt-scale alkaline electrolyzers and hydrogen-oxygen separation and purification modules. The procurement includes megawatt-scale alkaline electrolyzers and hydrogen-oxygen separation and purification equipment, with a budget of 3.18 million yuan. The equipment will be used for a hydrogen production project from coal chemical wastewater coupled with freshwater production. It is understood that Dalian Chemical Engineering Design Institute Co., Ltd. previously won the bid for the project design. Inner Mongolia Green Hydrogen Steel Union Technology Co., Ltd.: The company announced the winning bidder for the civil engineering part of Sections 1 and 2 of the construction project for the full green steel production line integrating green electricity-green hydrogen shaft furnace reduction-electric furnace short process. It is understood that both sections were won by China Railway Construction Bridge Engineering Bureau Group Fourth Engineering Co., Ltd. (including consortium partner: Tianjin Tianhengda Environmental Protection Engineering Co., Ltd.). Shanghai Reshaping Energy Group Co., Ltd. : Reshaping Energy and China MCC5 Group Corp., Ltd. recently formally partnered by signing a cooperation agreement, establishing a comprehensive partnership. Additionally, both parties jointly signed a cooperation memorandum for the Ningxia Sun Mountain Integrated Wind-Solar-Hydrogen-Methanol Project. Moving forward, the two parties will collaborate to promote the construction of hydrogen production projects using wind and solar renewable energy, and coordinate with relevant parties to advance the construction of green methanol synthesis projects, aiming to create a benchmark "green electricity-green hydrogen-green methanol" industry chain project in north-west China. SPIC : The list of prospective winning bidders for the 99th centralized tender in 2025 (Jilin Power Share Lishu Wind-Solar Green Hydrogen Production and Biomass Coupled Green Methanol Project PEM Water Electrolysis Hydrogen Production Equipment) was announced. The first prospective winning bidder: Changchun Green Dynamic Hydrogen Energy Technology Co., Ltd., with a bid price of 30.88 million yuan; the second prospective winning bidder: Shaanxi Xingran Technology Co., Ltd., with a bid price of 36.4265 million yuan. It is understood that the Jilin Power Share Lishu Wind-Solar Green Hydrogen Production and Biomass Coupled Green Methanol Project is located in Siping City, Jilin Province, and plans to construct one set of 2000 Nm³/h PEM water electrolysis hydrogen production system, with a PEM hydrogen production scale of 2000 Nm³/h. The project is scheduled to start construction in August 2025, with a total planned duration of 22 months. The tender scope includes the PEM water electrolysis hydrogen production system and auxiliary systems, including but not limited to 4 PEM hydrogen production electrolyzers each with a measured hydrogen production rate of 500 Nm³/h under rated conditions, one set of 2000 Nm³/h hydrogen purification skid, and 4 sets of IGBT rectifiers. Windey Energy Technology Group Co., Ltd.: The tender for the biomass gasification process package and technical services for the first phase of the Handan Biomass Green Methanol Project was released. The project's main entity is Windey Energy Technology Group Co., Ltd. It is understood that the project primarily adopts the biomass pressurized bubbling fluidized bed gasification process. The scope of the process package extends from the atmospheric raw material receiving hopper of the gasification framework to the outlet of the syngas scrubber, includes the ash and slag discharge unit, and involves the discharge of wastewater after ammonia stripping treatment. Goldwind Green Chemical (Xing'an League) Co., Ltd.: The acceptance of the environmental impact assessment documents for the Goldwind Xing'an League Green Hydrogen to Green Methanol (Phase II) Project was announced. It is understood that the project has a total investment of 1.2 billion yuan, with a planned construction period from December 2025 to December 2027. The construction scale and content include primarily building main production facilities such as biomass gasification and methanol synthesis and distillation, along with supporting public and auxiliary utilities, aiming for an annual production of 600,000 mt of green methanol. Zhongneng Yida (Hebei) New Energy Co., Ltd.: The EPC general contracting tender announcement (second call) for the new 400,000 mt/year sustainable aviation fuel hydrogenation project. It is understood that the project covers an area of approximately 230 mu. The construction project includes a 400,000 mt/year sustainable aviation fuel hydrogenation unit, supporting hydrogen production facilities with a capacity of 30,000 Nm³/h, a sulfur recovery combined unit, and main supporting utilities. The primary raw materials are gutter oil, acidified oil, fatty acid methyl ester, and waste animal and vegetable oils, used to produce biodiesel, bio-naphtha, bio-jet fuel, and other products, with by-products including dry gas, bio-liquefied petroleum gas, and sulfur. The annual production volumes are bio-jet fuel (315,700 mt), bio-naphtha (21,000 mt), biodiesel (maximum daily production of 340,800 mt), and other by-products: dry gas (7,900 mt), bio-liquefied petroleum gas (19,500 mt), and sulfur (72 mt). Inner Mongolia Hydroelectric Technology Co., Ltd.: Its Dalad Banner Grid-Side (Incremental Distribution Network) Standalone Energy Storage Demonstration Project has completed the modification filing. The project construction content is now modified as follows: The total project investment is 153.332 million yuan, funded from two sources: self-owned funds of 45.9996 million yuan and a bank loan of 107.3324 million yuan. Regarding construction content and scale, the total energy storage capacity is set at 2 MW/4 MWh, adopting a pure hydrogen energy storage solution. Specifically, the hydrogen energy storage system encompasses three major segments: water electrolysis for hydrogen production, energy storage, and hydrogen fuel cell power generation. It is configured with 12 sets of 1,000 Nm³ alkaline electrolyzers, 2 sets of 1 MW hydrogen fuel cell power generation systems, and a 90,000 Nm³ hydrogen storage system. Each electrolyzer unit consists of the electrolyzer body, purification framework, gas-liquid separation device, and power supply and electrical control system. Each 1MW hydrogen fuel cell power generation system uses 16 proton exchange membrane fuel cell modules, each with a rated power of 100KW, as the core energy supply units. The hydrogen storage system comprises a spherical tank hydrogen storage system with a capacity of 2,000 cubic meters and a pressure of 1.6 MPa, requiring a total of three hydrogen storage tanks. Jinfeng Green Energy Chemical (Xing'an League) Co., Ltd. : Jinfeng Xing'an League Green Hydrogen to Green Methanol (Phase III) Project has been filed. Construction Location: Xing'an League - Ulanhot City - Xing'an League Economic and Technological Development Zone. Total Investment: 2.3 billion yuan, including self-owned funds: 460 million yuan, and bank loan application: 1.84 billion yuan. Planned Construction Period: May 2026 to May 2028. Construction Scale and Content: Mainly involves building key production facilities such as biomass gasification and methanol synthesis and distillation, along with supporting public and auxiliary facilities, with an annual output of 725,000 mt of green methanol. Shanghai Electric Power Station Group: Successfully won the bid for Section 1 of the EPC project for the Lanzhou New Area 100,000 mt/year Biomass Green Methanol Project (Phase I), and will provide key technologies, core equipment, and EPC turnkey services. Previously, Shanghai Electric had successfully verified its self-developed entire industry chain technology system for "green electricity coupled with biomass gasification to produce green methanol" in the Jilin Taonan Green Methanol Integrated Demonstration Project. Policy Review 1. The Gansu Provincial Development and Reform Commission, Gansu Provincial Department of Industry and Information Technology, and Gansu Provincial Energy Bureau issued the "Gansu Provincial Zero-Carbon Park Construction Plan." The document points out that organic integration of solar, wind, geothermal, and air energy should be used for direct building energy supply; relying on technologies such as wind and solar power plus energy storage and hydrogen microgrids, heat pumps, and molten salt thermal storage, the park's multi-energy conversion and mutual utilization of "electricity, heat, cooling, steam, and hydrogen" should be enhanced. Vigorously develop green and low-carbon emerging industries. Promote breakthroughs in core technologies for wind, solar, and energy storage equipment, improve the localization rate of new energy equipment, and build a new energy equipment industry chain driven by a "high proportion of green electricity." Support the construction of projects for the wind and solar power coupled green hydrogen production and hydrogen energy storage industry chain, advance the integrated development of "green hydrogen production, storage, transportation, refueling, and utilization," and create a "wind-solar-hydrogen-methanol-ammonia" zero-carbon industry chain. Guide the coordinated development of computing power projects and clean energy layout, increase the proportion of green electricity supply for data centers, and build a "computing power + green electricity" digital economy industry chain. 2. The Jilin Provincial Energy Bureau issued the "Jilin Province Green Electricity Direct Connection Project Development and Construction Implementation Plan (Trial)" (Draft for Comments).. The document indicates that new load projects can carry out green electricity direct connection, with key support for hydrogen-based green energy (green hydrogen, green hydrogen to green ammonia, green hydrogen to green methanol, green hydrogen to sustainable aviation fuel, etc.), steel metallurgy, computing (data) centers, automotive manufacturing, and other industries. Electricity consumption projects that have not been registered with the power grid enterprise (including expansion parts of existing loads), electricity consumption projects that have been registered but whose supporting power grid projects have not yet commenced construction, and existing projects agreed upon through consultation with the power grid enterprise are all considered as new loads. In principle, new loads (including expansion parts of existing loads) and existing loads should not establish direct electrical connections. 3. The European Commission approved a €4 billion special fund for electrolyzers, providing a 30% subsidy on equipment costs for projects with an annual capacity of ≥500 MW, and set a 2030 efficiency target for green hydrogen project electrolyzers of ≥60% (LHV basis). Enterprise Dynamics Shanghai Qingluan Energy Co., Ltd. : Shanghai Qingluan Energy Co., Ltd. was established, with legal representative Li Kun and registered capital of 5 million yuan. Its main business includes the manufacturing and sales of gas and liquid separation and purification equipment. The company is 100% owned by Shanghai Qingluan Technology Co., Ltd. Xinjiang Zhiling Hydrogen Equipment Manufacturing Co., Ltd. : The launch ceremony for the delivery and experience event of hydrogen energy buses, jointly organized with Skywell New Energy Automobile Group Co., Ltd., was held at the Guangbao Guangzhou Technology Park in Huangpu District, Guangzhou. Following the successive winning of related projects in November and December last year, HTWO Guangzhou, in collaboration with Skywell Group, delivered 249 hydrogen fuel cell buses in bulk to Guangzhou Bus Group. Shaanxi Hydrogen Energy Industry Development Co., Ltd. : Signed a strategic cooperation framework agreement with the Baoji Municipal Government. The Baoji Municipal Government will take this signing as an opportunity to provide comprehensive support for project construction, fully promote project implementation and effectiveness, and ensure smooth project advancement with high-quality services. Zhongtian Hua Hydrogen Co., Ltd.: Successfully won a bid for an overseas hydrogen valley project, achieving a "zero breakthrough" in overseas business, marking substantial progress in its internationalization strategy. Hubei Intelli Electric Co., Ltd. : Successfully delivered several sets of large containerized power supply systems, all of which will be used for a shore power project. HydrogenT Energy Group: Its "Fuel Cell Engine (TK-300)" project successfully passed the certification for Shanghai High-Tech Achievement Transformation Project and received an A-grade evaluation. Weishi Energy Technology Co., Ltd.: In collaboration with Yutong Light Truck, completed a series of multi-dimensional, complex working condition vehicle-level verifications, comprehensively validating the reliability and environmental adaptability of Weishi Energy's 80 kW hydrogen fuel cell system under complex environments such as low temperature, high altitude, transient load, emergency stop, and steep slopes. The Hong Kong and China Gas Company Limited (Towngas): Signed a memorandum of cooperation with Sinopec (Hong Kong) Limited (Sinopec Hong Kong) and Sinopec Star Petroleum Co., Ltd. (Sinopec Star), establishing a strategic partnership to engage in in-depth cooperation on clean energy, including hydrogen, green methanol, and sustainable aviation fuel (SAF). Patent Applications 1. Shanghai Institute of Ceramics, Chinese Academy of Sciences (China) disclosed patent CN2025110028, developing ceramic-based anion exchange membranes with a laboratory test lifespan reaching 80,000 hours. 2. Johnson Matthey (UK) filed patent WO2025109876, disclosing a Fe-Ni-Mo ternary non-precious metal catalyst formulation with activity close to that of platinum-based materials. Technology Footprints/Technical Specifications 1. The team led by Liu Qingju at Yunnan University constructed a superwetting Pt/NF@CF graded heterojunction electrocatalyst for low-energy, high-efficiency hydrogen production. 2. Hunan Normal University and Central South University's AM team revealed the compressive strain and oxygen vacancy effects of iridium oxide in proton exchange membrane water electrolyzers. 3. The relevant research team from the School of Electrical Engineering and the State Key Laboratory of Electrical Insulation and Electrical Engineering Materials at Xi’an Jiaotong University successfully developed a Ru/Ti3C2Ox@NF bifunctional seawater electrolysis electrocatalyst. 4. The group standard "Technical Specification for Wind and Solar Power Green Electricity Coupling Electrolysis Hydrogen Production" (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 100kW-class PEM electrolyzer hydrogen production multi-field coupling test equipment. 5. GKN Powder Metallurgy announced the development of a new generation of high-performance, high-porosity, high-purity porous transport layers (HP-PTL) for proton exchange membrane (PEM) electrolysis.

Capacity side, according to incomplete statistics, the domestic alkaline electrolyzer market maintained at 43.77 GW, and the PEM electrolyzer market maintained at 2.7 GW, with no new capacity added for the time being. No offline public delivery information was available this week. Electrolyzer project updates: Inner Mongolia Huadian Huayang Hydrogen Energy Technology Co., Ltd.: The tender announcement for the survey and design services of the wind, solar, energy storage, and hydrogen components of the Inner Mongolia Huadian Damao Banner 1,000 MW wind-solar-hydrogen integration project was released. It is understood that the project is located in Damao Banner, Inner Mongolia Autonomous Region. The project involves the construction of 1,000 MW of new energy power generation, comprising 700 MW of wind power and 300 MW of PV power. It includes the installation of 70 wind turbine generators with a unit capacity of 10 MW, 614,770 pieces of 610Wp half-cell bifacial N-type modules, two 220 kV booster stations and access roads, and the construction of one 100 MW/200 MWh LFP battery ESS power station. Additionally, it involves the construction of 88 sets of 1,000 Nm³/h water electrolysis hydrogen production units and supporting equipment, with an annual hydrogen production capacity of 547 million Nm³. The project includes 25 hydrogen spherical tanks of 2,000 cubic meters each, providing a hydrogen storage capacity of 650,000 Nm³, and the construction of one 220 kV hydrogen production main step-down station and other facilities and equipment. CECEP Green Hydrogen Ammonia New Energy (Songyuan) Co., Ltd.: Good news came from the CECCE Songyuan Hydrogen Energy Industrial Park (Green Hydrogen-Ammonia-Methanol Integration) project. Since its official commissioning on December 16, 2025, the project's cumulative green ammonia production has exceeded 10,000 mt. Zhonggu (Otog Front Banner) New Energy Co., Ltd. : The land pre-examination and site selection opinion certificate for the CECEE Otog Front Banner Wind-Solar-Hydrogen Integration Project was approved by the Ordos Municipal Bureau of Natural Resources. It is understood that the project is located in Chengchuan Town and Aolezhaoqi Town, Otog Front Banner, Ordos City, with a total investment of 1.1527 billion yuan and a total land area of 5.7253 hectares. The construction content involves a new wind farm area, which includes 48 wind turbine generators with a unit capacity of 6.25 MW, a new 220 kV booster station, and an access road. China Coal Pingshuo Group Co., Ltd. : The tender for the alkaline electrolyzer package equipment and ancillary facilities for the Phase I 600,000 kW off-grid renewable energy hydrogen production project in the coal mining subsidence area of China Coal Pingshuo Group (Green Hydrogen Coupling with Coal Chemical Industry section) was released. It is understood that this tender includes 12 × 1,200 Nm³/h alkaline electrolyzers, 3 × 4,800 Nm³/h gas-liquid separation systems, 3 × 4,800 Nm³/h gas purification systems, along with supporting electrical instruments and spare parts, etc. The supply scope covers the design, manufacturing, factory acceptance, supply packaging, shipment, and delivery on board the truck at the site for all equipment. The project adopts a primary and auxiliary supply model. Main Supply: Includes 8 alkaline electrolyzers of 1,200 Nm³/h each, collectively supporting 2 sets of gas-liquid separation systems (4,800 Nm³/h each), 2 sets of gas purification systems (4,800 Nm³/h each), and other auxiliary facilities. Auxiliary Supply: Includes 4 alkaline electrolyzers of 1,200 Nm³/h each, collectively supporting 1 set of gas-liquid separation system (4,800 Nm³/h), 1 set of gas purification system (4,800 Nm³/h), and other auxiliary facilities. Sikage (Hebei) Hydrogen Energy Technology Co., Ltd.: The Sikage Hydrogen Energy Ecosystem Chain Project (Phase I) 8,000 mt electrolytic water hydrogen production project has been filed. The project's main entity is Sikage (Hebei) Hydrogen Energy Technology Co., Ltd. (established on December 29, 2025). Construction Location: Anci District, Langfang City, Hebei Province. Technical Route: Electrolytic water hydrogen production, including alkaline electrolytic water hydrogen production, proton exchange membrane electrolytic water hydrogen production, and 10 MW solid oxide electrolytic water hydrogen production. The annual hydrogen production capacity is 8,000 mt. Phase I will construct 200 MW wind power generation and ESS green electricity direct connection (off-grid type), achieving green hydrogen production from green electricity. Hebei Haite Weiye Petrochemical Co., Ltd.: The 2 million mt/year residue oil deep processing project has been filed. Construction Location: Huanghua City, Bohai New Area, Cangzhou City, Hebei Province. Total Investment: 1.594 billion yuan. It is reported that the project will construct a 2 million mt/year residue oil deep processing unit; a 1 million mt/year fuel oil desulfurization unit; a 20,000 Nm³/h dry gas hydrogen production unit; and a 100,000 mt/year sulphuric acid combined unit. Annual production includes liquefied petroleum gas (10,000 mt), isobutane (10,000 mt), propane (9,600 mt), etc. Hydrogen production is 30,000 Nm³/h. The hydrogen production route adopts the dry gas hydrogen production process. Yunnan Energy Research Institute Co., Ltd.: Announcement of winning candidates for the procurement of hydrogen production power supply equipment for the Key Technology Research Project on Control of Renewable Energy Electrolytic Water Hydrogen Production System. According to the announcement: The first winning candidate is Beijing Leidong Zhichuang Technology Co., Ltd., with a bid price of 760,000 yuan/tax included; the second candidate is Hubei Intelli Electric Co., Ltd., with a bid price of 650,000 yuan/tax included; the third candidate is Baoding Hongri Electric Co., Ltd., with a bid price of 799,000 yuan/tax included. It is reported that the project intends to procure 1 dry-type transformer, 1 IGBT rectifier power supply, 1 DC/DC converter, and 1 set of EMS energy management system, with the above power supplies integrated into one container. Fengqing Hydrogen Energy (Guizhou) Technology Co., Ltd. : Fengqing Hydrogen Energy (Guiyang Duyun Base) has launched the tender for civil construction of its Green Hydrogen Zero-Carbon Smart Park project, marking the official commencement of the project's implementation phase. The project is expected to achieve an annual production capacity of 10,400 mt of electrolytic water hydrogen production, with supporting construction including a green hydrogen plant, storage and transportation area, hydrogen energy detection center, and comprehensive energy station facilities. The hydrogen production plant is subdivided into five hydrogen production units: the first unit is equipped with 5 sets of 1,000 Nm³ electrolyzers, 5 sets of 1,000 Nm³/h gas-liquid separation devices, and 1 set of 5,000 Nm³/h purification device; the second and third units each contain 4 sets of 1,000 Nm³/h electrolyzers, 1 set of 4,000 Nm³/h gas-liquid separation device, and 1 set of 4,000 Nm³/h purification device; the fourth unit (as a backup) is configured with 6 sets of 1,000 Nm³/h electrolyzers, 6 sets of 1,000 Nm³/h gas-liquid separation devices, and 1 set of 6,000 Nm³/h purification device; the fifth unit adopts PEM technology with a capacity of 200 Nm³/h. Shandong Shankerongfa Pilot Base Co., Ltd. : Shankerongfa is advancing the procurement of cost consulting services for the 20,000 mt per year integrated green hydrogen-methanol demonstration project. The project is located in the Rizhao Haiyou Chemical Industry Park in Ju County, Rizhao City, Shandong Province. Its core construction involves a set of integrated green methanol production equipment with an annual capacity of 20,000 mt and its supporting facilities. This integrated green methanol production equipment covers multiple key production stages, including biomass grinding and gasification devices, syngas purification devices, green electricity electrolysis hydrogen production devices, methanol synthesis and distillation devices, etc. In the production process, the project uses biomass as the raw material, going through a series of steps including biomass gasification, syngas purification, green hydrogen production via green electricity, methanol synthesis, and distillation, ultimately producing green methanol. In terms of energy and raw material consumption, the project annually consumes approximately 100 million kWh of green electricity and about 30,000 mt of biomass. Anhui Yousai Technology Co., Ltd.: The Gucheng Economic Development Zone in Hengshui City signed a cooperation framework agreement with Anhui Yousai Technology Co., Ltd. for a 300 MW wind power hydrogen production project. Lanzhou New Area Nengke Ecological Development Co., Ltd.: The EPC general contracting winning candidates were announced for the Lanzhou New Area 100,000 mt/year biomass green methanol project (Phase I). The top winning candidate is the consortium led by Shanghai Electric Group Guokong Global Engineering Co., Ltd. (members: China Chemical Engineering Fourteenth Construction Co., Ltd., China Chemical Engineering Ninth Construction Co., Ltd., Shanxi Installation Group Co., Ltd.) with a bid of 959.06 million yuan. Section 2 was invalidated due to insufficient bidders (less than three). It is understood that the project's main production equipment includes biomass gasification to syngas units, shift and purification, compression, methanol synthesis, methanol distillation, 200 MW PV power generation (PV power generation and lines are not included in this tender) and water electrolysis for hydrogen production, etc. Policy Review 1. The Gansu Provincial Development and Reform Commission, the Gansu Provincial Department of Industry and Information Technology, and the Gansu Provincial Energy Bureau issued the "Gansu Province Zero-Carbon Park Construction Plan."The document pointed out that organically integrating solar, wind, geothermal, and air energy to directly supply buildings with energy, and relying on technologies such as wind-solar-hydrogen-storage microgrids, heat pumps, and molten salt thermal storage, will enhance the multi-energy conversion and mutual utilization of "electricity, heat, cooling, steam, and hydrogen" in industrial parks. It will vigorously develop emerging green and low-carbon industries, promote breakthroughs in core technologies for wind, solar, and ESS equipment, increase the localization rate of new energy equipment production, and build a "high-proportion green electricity-driven" new energy equipment industry chain. It will support the construction of projects for wind-solar coupled green hydrogen production and hydrogen energy storage industry chains, advance the integrated development of "green hydrogen production, storage, transportation, refueling, and utilization," and create a "wind-solar-hydrogen-methanol-ammonia" zero-carbon industry chain. It will guide the coordinated development of computing power projects and clean energy layout, increase the proportion of green electricity supply in data centers, and build a "computing power + green electricity" digital economy industry chain. 2. The Jilin Provincial Energy Bureau issued the "Implementation Plan for the Development and Construction of Green Electricity Direct Connection Projects in Jilin Province (Trial)" (Draft for Comments). The document indicated that new load projects can carry out green electricity direct connections, with key support for hydrogen-based green energy (green hydrogen, green hydrogen to green ammonia, green hydrogen to green methanol, green hydrogen to sustainable aviation fuel, etc.), steel metallurgy, computing power (data) centers, automotive manufacturing, and other industries. Electricity consumption projects that have not registered with grid companies (including expansion parts of existing loads), projects that have registered but whose supporting grid projects have not yet started construction, and existing projects agreed upon through consultation with grid companies are all regarded as new loads. In principle, new loads (including expansion parts of existing loads) and existing loads should not have direct electrical connections. 3. The European Commission approved a €4 billion electrolyzer special fund, providing a 30% subsidy on equipment costs for projects with an annual capacity of ≥500MW, and set a 2030 efficiency target for green hydrogen project electrolyzers at ≥60% (LHV basis). Corporate Updates CRRC Zhuzhou Institute Co., Ltd. : The green electricity hydrogen production equipment laboratory successfully obtained both CNAS and CMA certifications. As the first domestic institution to receive this dual certification, its water electrolysis hydrogen production system testing capacity reached 26MW, leading among similar certified institutions in China. Hyundai Motor Hydrogen Fuel Cell (Guangzhou) Co., Ltd. : The launch ceremony for the hydrogen energy bus delivery experience event, co-hosted with Skywell New Energy Automobile Group Co., Ltd., was held at the Guangbao Guangzhou Technology Park in Huangpu District, Guangzhou. Following the successful bidding for related projects in November and December last year, HTWO Guangzhou, in collaboration with Skywell Group, delivered 249 hydrogen fuel cell buses in bulk to the Guangzhou Bus Group. Cummins : Due to a significant deterioration in the market environment for hydrogen production technology, the US engine manufacturer Cummins announced that it will no longer engage in new electrolyzer commercial business. Mingyang Group : Mingyang Group, together with the Director of Vietnam's Xuan Qiao Group and Zhou Jiayi, Asia Pacific Regional General Manager of PowerChina International, gathered to reach a consensus on cooperation. The three parties will leverage the significant advantages of cross-border collaboration to jointly invest in and develop an energy project cluster. This cluster encompasses three core sectors: offshore wind power, green hydrogen and green ammonia, and zero-carbon industrial parks, with a substantial total scale, aiming to establish a new benchmark in the field of Sino-Vietnamese green transformation cooperation. Tianji Hydrogen Energy Technology (Beijing) Co., Ltd. : Lu Beiming, Chairman of Impex Group Co., Ltd., and Zhang Xiaolin, Deputy General Manager, visited the Changshu R&D and production site of Tianji Hydrogen Energy Technology (Beijing) Co., Ltd. for a field trip and exchange. Yuchai Xinlan (Jiangsu) Hydrogen Energy Technology Co., Ltd.: formally signed a strategic cooperation agreement with Hydrogen Green Power New Energy (Wuhan) Co., Ltd. The two parties will engage in in-depth cooperation regarding the full range of Yuchai hydrogen energy products, focusing on multi-scenario application development and market sales. Patent Applications 1. Shanghai Institute of Ceramics, Chinese Academy of Sciences (China) publicly disclosed patent CN2025110028, developing a ceramic-based anion exchange membrane with a laboratory test lifespan reaching 80,000 hours. 2. Johnson Matthey (UK) submitted patent WO2025109876, disclosing a Fe-Ni-Mo ternary non-precious metal catalyst formulation with activity close to that of platinum-based materials. Technology Footprints/Technical Specifications 1. The team of Liu Qingju from Yunnan University constructed a superwetting Pt/NF@CF graded heterojunction electrocatalyst for low-energy consumption, high-efficiency hydrogen production. 2. A team from Hunan Normal University and Central South University revealed the effects of compressive strain and oxygen vacancies on iridium oxide in proton exchange membrane water electrolyzers in Advanced Materials. 3. A relevant research team from the School of Electrical Engineering and the State Key Laboratory of Electrical Insulation and Electrical Materials at Xi'an Jiaotong University successfully developed a Ru/Ti3C2Ox@NF bifunctional electrocatalyst for seawater electrolysis. 4. The group standard "Technical Specification for Wind-Solar-Storage Green Electricity Coupled Electrolysis Hydrogen Production" (Number T/CIEP 0272—2025) was released and implemented by the China Industrial Association of Environmental Protection. Zhongneng Dayou Energy Technology Co., Ltd. successfully developed a 100kW-class PEM electrolyzer hydrogen production multi-field coupling test equipment. 5. GKN Powder Metallurgy announced the development of a new generation of high-performance, high-porosity, high-purity porous transport layer (HP-PTL) for proton exchange membrane (PEM) electrolysis.

Capacity side, the domestic alkaline electrolyzer market remained at 43.77 GW, and the PEM electrolyzer market remained at 2.7 GW, with no new capacity added. No public information on offline electrolyzer deliveries was available this week. Hydro Hui Energy successfully shipped three megawatt-level PEM electrolyzers to Europe. Sany Hydrogen successfully completed the delivery for two major projects: the Ordos Green Hydrogen Production, Storage, Transportation, Refueling and Application Integration Project of Shenzhen Energy, and the Jidian Yancheng Green Hydrogen Project. A total of 20 alkaline electrolyzers, each with a capacity of 1000 Nm³/h, were delivered. Accelera, under Cummins, delivered a 35-megawatt (MW) proton exchange membrane (PEM) electrolyzer system to Linde Group's under-construction green hydrogen plant in Niagara Falls, New York. The 10 Nm³/h hydrogen production equipment and 10 kW fuel cell combined heat and power system delivered by Guofu Hydrogen Energy to the Morocco Clean Hydrogen Center of Excellence were successfully shipped. Peric Hydrogen Energy Technology Co., Ltd. (Handan), under the 718th Research Institute of China State Shipbuilding Corporation Limited, completed the final shipping and loading of ten 1000 Nm³/h electrolyzers, totaling 50 MW, which formally departed from Lianyungang Port for Piraeus Port, Greece. As of September 25, 2025, domestic enterprises (including overseas deliveries) delivered a total of 365.85 MW of alkaline electrolyzers in Q2 (data sourced from public information and SMM surveys). Electrolyzer project updates: Xindao Hydrogen Energy Technology (Baotou) Co., Ltd.: Held a signing ceremony for a green methanol offtake agreement with a renowned South Korean green energy company in Baotou, establishing a full-chain cooperation model of "off-grid wind power hydrogen production - methanol synthesis - international offtake". China Energy Engineering Group (CEEG): Released a public announcement of the successful bidders for its 2025 centralized procurement project for hydrogen production equipment. The tender project was divided into two sections: Section 1 primarily involved 1000 Nm³/h electrolyzers; Section 2 primarily involved 200 Nm³/h PEM electrolyzers. LONGi Green Energy Technology Co., Ltd.: Formally signed the "Lianyungang Ganyu 180,000 mt Annual Green Methanol Project Investment Agreement" with Zhong Sheng Technology (Jiangsu) Group Co., Ltd., Lianyungang Port Holding Group Co., Ltd., and the People's Government of Ganyu District, Lianyungang City. Junrui Green Hydrogen Energy (Qingshuihe County) Co., Ltd.: Issued a tender for the whole-process management services of the Qingshuihe County Wind and Solar Power Generation for Green Hydrogen Project. Tender content: Whole-process management services, including but not limited to all-stage whole-process project management services within the scope of this project's construction content. Gemenogjin New Energy Co., Ltd.: Held a feasibility study report review meeting for the Zhengxiangbai Banner 3,000 MW Wind and Solar Power Hydrogen Production Integration Project. It is understood that the main construction content of the project is a 1.3 million mt/year hydrogen production industrial production line, equipped with electrolyzer facilities. The project will be constructed in phases, with the first phase involving the production of 640,000 mt of green hydrogen per year and 360,000 mt of synthetic ammonia per year, including an integrated office building, water electrolysis hydrogen production workshop, green ammonia production workshop, etc. Zhongke Yitan: The 11th Division Zhongke Yitan Integrated Wind and Solar Power to Hydrogen to Methanol and SAF Project has been filed. It is scheduled to commence construction in April 2026 and be completed in December 2027. The project funding sources include 2 billion yuan from enterprise self-raised funds and 5.5 billion yuan from bank loans. The construction content includes one set of water electrolysis hydrogen production line and one set of green methanol synthesis line; with an annual production capacity of 62,500 mt of green hydrogen and 500,000 mt of methanol. Huaneng Nuclear Power Development Co., Ltd. Huaneng Shandong Shidaowan Nuclear Power Co., Ltd.: A tender has been issued for the High-Temperature Reactor Coupling Hydrogen Production Technology Research Coupling Design Project. It is understood that the project's construction location is Rongcheng City, Weihai, Shandong Province. The tender scope: Complete the coupling design of a 100kw-class SOEC device with the HTR-PM, aiming to minimize the impact of the SOEC device's hydrogen production on the HTR-PM's power generation. The main content includes, but is not limited to, layout and interface studies, safety analysis, transient characteristic research, and collaborative operation optimization. Xi'an Aerospace Yuanzheng Fluid Control Co., Ltd.: A tender announcement has been released for the design services of the hydrogen energy demonstration project for the water electrolysis hydrogen production system. The procurement project number is XJ025112600377, and the specific project name is "Design Services for the Hydrogen Energy Demonstration Project of the 200-Cubic-Meter ALK Water Electrolysis Hydrogen Production System". The quotation period is set from 12:36 on November 26 to 12:36 on November 28. Policy Review 1. The energy industry hydrogen standard NB/T 11896-2025 "Code for Preparation of Feasibility Study Reports for Renewable Energy Power to Hydrogen Projects", led by China Energy Engineering Group Tianjin Electric Power Design Institute Co., Ltd. (CEEG Tianjin), has been officially released. 2. The first energy industry hydrogen standard NB/T 11810-2025 "Code for Preparation of Planning Reports for Renewable Energy Power to Hydrogen Projects", compiled under the direction of the General Institute of Hydropower and Planning Design, has been officially released and will take effect on December 30, 2025. 3. The European Commission has approved a 4 billion euro special fund for electrolyzers, providing a 30% equipment cost subsidy for projects with a capacity of ≥500 MW/year, and setting an electrolyzer efficiency target of ≥60% (LHV basis) for green hydrogen projects by 2030. 4. The European Commission has published the "Clean Industrial Agreement State Aid Framework". The new rules explicitly require member states to prioritize support for "Renewable Fuels of Non-Biological Origin" (RFNBOs) and ensure public resources are directed towards low-carbon technologies through details such as fund allocation ratios and project timelines. Corporate Developments Thyssenkrupp Nucera : On Monday, it forecast a significant decline in sales for 2026, stating that the green hydrogen market has become more challenging, which is expected to cause investors to continue delaying investment decisions. The company said in a statement that it expects sales for the 2026 fiscal year starting in October to reach only €500-600 million ($576-691 million). This represents a 41% decrease compared to the previous fiscal year's €845 million and is well below the €757 million forecast by LSEG. Greenlyte Carbon Technologies: Opened the world's first LiquidSolar synthetic natural gas (SNG) plant in Duisburg. Plug Power : Will deliver approximately 480,000 pounds (217.7 mt) of liquid hydrogen to NASA's Glenn Research Center in Cleveland, Ohio, and the Neil A. Armstrong Test Facility in Sandusky, Ohio, with a maximum contract value of approximately $2.8 million. Dongfu Research Institute : A plaque awarding ceremony was held for the National Key Laboratory's Green Hydrogen Preparation and Conversion Pilot Base at Shenzhen University. Shaanxi Hydrogen Energy: Shaanxi Hydrogen Energy Chaoran Power Technology Co., Ltd. received a reward fund of 2.3148 million yuan for hydrogen energy industry development from Yulin City. Patent Applications 1. Shanghai Institute of Ceramics, Chinese Academy of Sciences (China) disclosed patent CN2025110028, developing a ceramic-based anion exchange membrane with a laboratory test lifespan reaching 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 platinum-based materials. Technology Footprint/Technical Specifications 1. The research group of Researcher Shi Le from the College of Environmental and Resource Sciences at Zhejiang University, in collaboration with the research group of Professor Weng Xiaole and the research group of Professor Bruce E. Logan from Pennsylvania State University in the US, made a breakthrough in the field of distributed hydrogen production via electrolysis using non-traditional water sources. The main content involves using water vapor electrolysis to directly produce green hydrogen from non-traditional water sources. 2. Related research teams from the School of Electrical Engineering and the National Key Laboratory of Electrical Insulation for Electrical Equipment at Xi'an Jiaotong University successfully developed a Ru/Ti 3 C 2 O x @NF bifunctional electrocatalyst for seawater electrolysis. 3. "Technical Specification for Green Electricity Coupling with Wind and Solar Power and Electrolytic Hydrogen Production" (Standard Number T/CIEP 0272—2025), a group standard, was issued 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 equipment. 4. GKN Powder Metallurgy announced the development of a new generation of high-performance, high-porosity, high-purity porous transport layer (HP-PTL) for proton exchange membrane (PEM) electrolysis. 5. Dr. Oh Keun-hwan's team at the Korea Research Institute of Chemical Technology developed a nanocomposite technology that simultaneously improves mechanical strength, hydrogen barrier properties, chemical stability, and thermal stability. 6. Tongda Electromagnetic Energy Co., Ltd. independently developed and manufactured China's first off-grid medium-voltage DC 20 kV direct-hanging hydrogen production power supply (also known as "Hydrogen Yuan 1") successfully applied. 7. The China Association for Promoting Industrial Development (CAPID) officially released the group standard "Multi-Pulse Wave Thyristor Rectifier for Water Electrolysis Hydrogen Production" (Standard Number T/CAPID013—2025). This standard specifies the technical requirements, test methods, inspection rules, marking, packaging, transportation, and storage of multi-pulse wave thyristor rectifiers for water electrolysis hydrogen production. 8. The first 220 kW high-safety solid-state hydrogen storage fuel cell emergency power generation system was officially launched and put into application demonstration at the Microgrid Optimal Link Wi-Fi Smart Terminal Industrial Park. This achievement marks a major breakthrough in China's independent core equipment in the field of hydrogen energy emergency power sources.

Organizer: SMM Information & Technology Co., Ltd. Title Sponsor: Ningbo Zhaobao Magnetism Industry Co., Ltd. Guiding Unit: Zhejiang Electric Motor Industry Association Co-organizers: National Intellectual Property Operation Center for Magnetic Materials Industry, Zhejiang Magnetic Materials Innovation Center, Qingdao Electric Motor Industry Association, Huzhou Electrical Appliance Industry Chamber of Commerce, Dongguan Magnetic Materials Industry Association Concurrent Events: SMM Electric Motor Industry Development Forum SMM Intelligent Robotics Industry Development Conference SMM Electric Motor Innovation and Energy-saving Technology Forum SMM Electric Motor Innovation Raw Materials Forum SMM Electromagnetic Wire Industry Forum SMM Rare Earth Permanent Magnets Industry Forum SMM Power Transformer Industry Chain Conference SMM Electric Motor Supply and Demand Networking SMM Electric Motor Industry Review Committee 2025 SMM Electric Motor Industry Annual Awards Ceremony Factory Field Trip and Visit 1 What You Will Gain from Attending IEMC Face-to-face communication with domestic and overseas buyers and producers; Establish your company's brand image and expand domestic and export sales markets; Help you expand high-level industry connections; Listen to domestic and international experts discuss global electric motor industry market trends; Directly engage with end-users, understand market feedback on new products and technologies, and quickly grasp market dynamics; Gain attention from numerous professional media, increase exposure, and attract more potential customers. 2 Why Choose Ningbo for IEMC? 1. Geographical Advantage Ningbo is located on the southern wing of the Yangtze River Delta, facing the East China Sea, with an advantageous geographical location. Ningbo Zhoushan Port has become one of the world's largest cargo throughput ports. 2. Intelligent Manufacturing Innovation Ningbo is the first pilot demonstration city for China's manufacturing power strategy, committed to building a new benchmark as the "Global Intelligent Manufacturing Innovation Hub." 3. Industrial Clusters Ningbo's electric motor industry, relying on its superior port and well-established industrial clusters, has formed an entire industry chain covering automobiles, home appliances, electric motors, magnetic materials, molds, and bearings, making it an important electric motor industry base on China's eastern coast. 4. Technological R&D With the continuous upgrading of intelligent innovation in the electric motor industry, the Ningbo Institute of Materials Technology and Engineering, Chinese Academy of Sciences, has significantly enhanced independent innovation capabilities by introducing advanced technologies, increasing R&D investment, and cultivating innovative talents, leading the technological progress and development direction of Ningbo's electric motor industry. 3 IEMC Exhibition Scope Booth Styles Raw Space (starting from 18m²) Raw space refers to an empty area that can be designed and constructed by the exhibitor or a qualified company, with costs borne by the exhibitor. Customized Booth (18m², 24m², 36m², 54m², 72m²) The booth is provided by the organizer with various style options, and the design and construction are completed by the organizer. Standard Booth 9m² (3*3M) Includes header board printing, bilingual signage, consultation table, negotiation table, and other exhibition equipment (specific configurations will be listed in the Exhibitor Manual). Exhibition Scope 1. Types of Electric Motors Small and medium-sized motors, permanent magnet synchronous motors, servo motors, geared motors, stepper motors, DC motors, new energy motors, hub motors, axial flux motors, energy-saving motors, micro motors, explosion-proof motors, brushed motors, brushless motors, traction motors, special motors, high-speed motors, low-speed motors, vibration motors, series-wound motors, ultrasonic motors, automotive motors, gear motors, asynchronous motors, AC motors, speed-regulating motors, variable frequency motors, household motors, generator sets, etc. 2. Motor Control Systems and Devices Drivers, inverters, controllers, sensors, protective devices, human-machine interfaces, interface units, contactors, relays, power supplies, circuit breakers, switches, communication modules, cables, terminal blocks, etc. 3. Supporting Products and Materials Permanent magnet materials, enamelled wire, cores (silicon steel), insulating materials, amorphous materials, commutators, bearings, motor shafts, rotary transformers, rectifiers, motor housings (aluminum alloy, magnesium alloy), end covers, lubricants, molds, carbon brushes, carbon, slip rings, stamping molds, ovens, wires, semiconductor materials, soft magnetic materials, powder metallurgy, engineering plastics, junction boxes, connectors, motor CAD design software, management software, electrical alloys, etc. 4. Robotics Welding robots, humanoid robots, collaborative robots, assembly robots, painting robots, handling robots, etc. 5. Testing Instruments and Equipment Winding machines, high-speed punch presses, punching machines, forging equipment, forging machinery, hydraulic presses, motor drives, industrial control equipment, production equipment, protection and control devices, vacuum equipment, insulation coating equipment, stamping equipment, plastic molding machines, specialized processing equipment, commutator finishing lathes, slotting machines, vacuum tubes, insulation sheet inserters, laser cutting machines, welding machines, spot welding machines, magnetizers, electrostatic powder coating machines, tooling fixtures, armature testers, comprehensive motor performance testers, dynamic balancers, electrical testers, dynamometers, insulation performance testers, magnetic measurement instruments, online testers, CAT, mechanical inspection equipment, tooling, production lines, etc. 4 Exhibition Integration·Renewal and Upgrade Special Reports With the theme of "Innovation-Driven, New Quality Development" Inviting 4 domestic and international academicians, 25 leading enterprises and industry chief experts to deliver keynote reports, ultra-efficient motor solutions, breaking the silos in the electrification process. Electric Motor Innovation and Energy-saving Technology Forum Improving Efficiency—Exploring Efficient Motor Drive Solutions; Cost Reduction and Efficiency Improvement—How New Technologies and Processes Reduce Costs and Improve Efficiency. Robotics Industry Forum Discussing the latest advancements in robotic motor technology, covering the application of high-performance motors in robotics, innovation in control algorithms, and the collaborative optimization of motors and robotic systems. New Energy Motors & Low-altitude Power Systems Forum Leading enterprises in new energy vehicle electric drives discussing forward-looking technologies; Gathering experts from aviation, drones, and power systems to share cutting-edge technologies and application experiences. Electric Motor Innovation Raw Materials Forum Development of New Materials: Discussing properties such as high conductivity, high-temperature resistance, and new insulating materials. Integration of Motor Design and Materials: Advanced concepts in motor design and how to incorporate new materials into the motor design process. Application of Eco-friendly Materials: Exploring sustainable material choices and their promotion in green motors. Concurrent Forum: Power Transformer Industry Chain Conference Discussing the integration of renewable energy and transformer technology; Applications of amorphous alloys in power transformers; Discussion on the application of new materials in transformer production; Global Transformer Market Trends and Challenges Special Activities SMM Electric Motor Industry Review Committee Gathering 150 review experts from the electric motor and end-use application fields to promote the healthy development of the electric motor industry. SMM Electric Motor Supply and Demand Networking Pre-event collection of procurement needs, precise connections; On-site communication during the event, face-to-face exchanges; Post-event follow-up services, selecting high-quality suppliers, promoting highly matched supply and demand. Visit "Industry Benchmark Factories" Experience the Path to Intelligent Motor Manufacturing in Zhejiang 2025 SMM Electric Motor Industry Annual Awards Gala Seven major awards create "Industry Waves," the selection begins, who will become the next "Benchmark" leading the industry wave. 5 IEMC Past Data 6 IEMC Past List Exhibition Information Name: IEMC 2025 SMM (5th) Electric Motor Annual Conference and Industry Chain Expo Time: November 12-14, 2025 Location: Zhejiang · Ningbo

Capacity-wise, the domestic alkaline electrolyzer market maintained 35.77 GW this week, with no new capacity added. In terms of deliveries, as of April 10, 2025, Asensio Hydrogen delivered one 1,000 Nm³/h alkaline electrolyzer to Australia last week, while Xibei Hydrogen delivered one 1,000 Nm³/h unit to a green hydrogen project in Jilin. In the PEM sector, HydroVolta delivered one 50 Nm³/h unit to Europe last week. As of March 20, 2025, domestic companies (including overseas deliveries) have delivered a total of 10 MW of alkaline electrolyzers (data sourced from public information). Regarding electrolyzer orders, as of this week, the third batch of auxiliary equipment (hydrogen production system) procurement project for the Shaanxi Coal Xinyang 2x1,000 MW ultra-supercritical unit project announced the bid winner, which is Beijing Power Equipment Group. The winning product is one 1,000 Nm³/h alkaline electrolyzer. Additionally, LONGi Hydrogen recently signed a supply agreement with Saudi Arabia's NEOM for the world's largest single green hydrogen project, confirming at least one 2,000 Nm³/h alkaline electrolyzer order. As of April 10, 2025, a total of at least 47 orders for 1,000 Nm³/h units and one 2,000 Nm³/h alkaline electrolyzer have been confirmed, including 10 units for Xin Gong Green Hydrogen, 16 units for Sungrow Hydrogen, 12 units for CRRC Zhuzhou, 8 units for Sany Hydrogen, and 1 unit for Beijing Power Equipment Group. 1. Sinopec's Xinjiang Kuqa Phase II Electrolyzer Project Goes into Operation On April 11, Sinopec announced the full operation of the Xinjiang Kuqa Phase II 200 MW alkaline electrolyzer project, supporting 30 hydrogen refueling stations with an annual green hydrogen production of 20,000 mt. The project adopts domestically developed "split-type electrode plate" technology, increasing the electrolyzer current density to 0.6 A/cm² and reducing unit energy consumption to 4.3 kWh/Nm³, a 12% decrease compared to the first-generation technology. Strategic Cooperation: Sinopec also signed an agreement with CATL to explore the integrated "wind-solar-hydrogen-storage" model coupling electrolyzers with energy storage systems. 2. Shanghai Electric Launches World's First 100 MW SOEC Electrolyzer On April 13, Shanghai Electric Group launched its self-developed 100 MW solid oxide electrolyzer (SOEC) in Shanghai, achieving an electrolysis efficiency of 82% (LHV) and supporting high-temperature steam input, suitable for flexible transformation scenarios in thermal power. The equipment is planned for mass production in 2026, targeting high-carbon emission enterprises in the steel and chemical industries. Technical Highlights: The "ceramic-metal composite electrode plate" technology addresses material creep issues at high temperatures, extending the lifespan to over 100,000 hours. 3. Cockerill Jingli Signs Middle East Green Hydrogen Project On April 15, Suzhou Cockerill Jingli signed an agreement with Saudi Arabia's ACWA Power to build a 50 MW electrolyzer system for the Dubai Hassyan Clean Coal Power Project, adopting direct seawater electrolysis technology, with operation planned for 2027. International Breakthrough: This marks the first entry of a Chinese electrolyzer enterprise into the high-end Middle Eastern market, breaking the monopoly of European and American companies. 4. High-Temperature Proton Exchange Membrane Electrolyzer Nears Mass Production On April 12, Wuhan LiTech Hydrogen announced the localization of its self-developed core material for HT-PEM electrolyzers—the perfluorosulfonic acid proton membrane—reducing thickness to 15 microns (imported products are 25 microns), increasing proton conductivity by 30%, and reducing costs by 40%. The technology is suitable for distributed power generation scenarios, with pilot testing planned to be completed by the end of 2025. 5. Alkaline Electrolyzer Lifespan Exceeds 80,000 Hours On April 14, Shandong Saikesaisi announced that its developed alkaline electrolyzer operated continuously for over 80,000 hours (approximately 9 years) under simulated conditions, with a decay rate of ≤0.5%/1,000 hours, breaking the industry average record of 50,000 hours. The technology adopts "titanium-based coated electrode plates" and "bipolar plate flow field optimization" design, suitable for offshore wind power hydrogen production scenarios. 6. Anion Exchange Membrane (AEM) Electrolyzer Achieves Localization On April 17, Jiangsu Yuan Hydrogen New Energy released its first self-developed AEM electrolyzer, achieving a power density of 1.2 A/cm² and expanding the operating temperature range to -10℃~90℃, suitable for fluctuating wind and solar power supplies. The product cost is 60% lower than PEM electrolyzers and has obtained EU CE certification. 7. Electrolyzer Enterprises and Renewable Energy Developers Jointly Build Factory On April 12, Mingyang Smart Energy and Guofu Hydrogen signed an agreement to jointly build a 500 MW electrolyzer production site in Jiuquan, Gansu, utilizing Mingyang's wind power resources to directly supply green electricity, aiming to achieve a "hydrogen production-power generation-hydrogen storage" closed loop. Model Innovation: Both parties agreed to a 15% lower electrolyzer equipment purchase price compared to the market price to secure long-term orders. 8. Material Breakthrough Reduces Electrolyzer Costs On April 15, Baoti Group announced the mass production of a new titanium-iridium composite electrode plate, increasing corrosion resistance by 50% and reducing costs by 30% compared to imported plates. The material has been supplied to electrolyzer enterprises such as CSSC 718 Research Institute and Cockerill Jingli. 9. Research Institutes and Enterprises Jointly Build Testing Platform On April 16, the China Electrical Equipment Industry Association, in collaboration with the China Hydrogen Alliance, Shanghai Electric, and other enterprises, initiated the construction of the "Electrolyzer Life Cycle Performance Testing Platform," planning to complete reliability certification for electrolyzers from 10 enterprises within the year.