Engineering infrastructure provider SEPC Limited officially announced that it has been awarded a major turnkey project construction contract valued at INR 5.92 billion ($71 million) by the state-owned Steel Authority of India Limited (SAIL). The capital engineering project is focused on executing a comprehensive structural expansion of the water circulation and specialized cooling infrastructure loops at SAIL's integrated IISCO Steel Plant located in Burnpur, West Bengal. This strategic capital deployment forms a critical component of SAIL’s broader multi-billion-dollar corporate master plan to scale up its total hot metal output capacity across its tier-1 blast furnace operations.

Notice on the Issuance of the “Management Measures for the ‘Three-North’ Project Construction (Trial)” by the National Forestry and Grassland Administration, the National Development and Reform Commission, the Ministry of Finance, and the Ministry of Natural Resources. According to the document, the “Three-North” Project focuses on combating desertification and sandification as its main direction, takes building a robust ecological security barrier in the north as its fundamental goal, and advances strictly in accordance with the principle of “design first, then approval, and construction last.” The document encourages relevant localities, in light of actual conditions and in accordance with relevant national regulations, to explore the implementation of “work-relief,” “rewards as subsidies,” and other measures. It supports the development of governance models such as “PV + sand control” built on ensuring the consumption of new energy and “road-based sand control.” It guides enterprises, collectives, farmers, and herders to participate in project construction through means such as contracting, shareholding, leasing, and labor contribution.

SMM June 17 news: Metal markets: Overnight, base metals on both domestic and overseas markets broadly rose, with only LME zinc, LME tin, SHFE zinc, and SHFE tin falling. LME zinc led the losses, down 0.64%, while the declines in other metals were small. LME nickel led the gains among base metals on both markets, up 0.79%. SHFE lead rose 0.77%, LME lead rose 0.71%, and other metals saw relatively small gains. The main alumina contract rose 0.73%, while the main cast aluminum contract rose 0.39%. Overnight in ferrous metals, most contracts fell aside from stainless steel. Stainless steel rose 1.16%, iron ore fell 1.04%, and HRC and rebar both fell around 0.3%. Coking coal and coke were mixed, with coking coal up 0.33% and coke down 0.6%. Overnight in precious metals, COMEX gold rose 0.03% and COMEX silver fell 0.08%. Domestically, SHFE gold fell 0.06% and SHFE silver fell 0.07%. Overnight closing prices as of 6:43 am June 17: Macro Front China: [NBS: In May, the industrial added value above designated size grew by 4.5%; the national economy generally operated stably with new and quality improvements] In May, under the strong leadership of the CPC Central Committee with Comrade Xi Jinping at its core, all regions and departments conscientiously implemented the decisions and deployments of the CPC Central Committee and the State Council. We upheld the general principle of pursuing progress while ensuring stability, fully, accurately, and comprehensively implemented the new development philosophy, accelerated the creation of a new development pattern, earnestly implemented more proactive and impactful macro policies, and effectively responded to external shocks and challenges. Production supply grew steadily modestly, employment and prices were generally stable, foreign trade resilience continued to manifest, new growth drivers grew stronger, and the national economy continued its development trend of general stability with new and quality improvements. NBS data showed that in May, the industrial added value of enterprises above the designated size increased by 4.5% YoY in real terms, with the growth rate accelerating by 0.4 percentage points from the previous month. On a MoM basis, the industrial added value of enterprises above the designated size increased by 0.40% in May over the previous month. From January to May, the industrial added value of enterprises above the designated size increased by 5.4% YoY. [NDRC: Standardize local investment promotion activities, and promote fair opening of competitive infrastructure sectors to business entities] On the morning of June 16, Zheng Shanjie, Chairman of the National Development and Reform Commission (NDRC), chaired a symposium to hear opinions and suggestions on the current economic situation, systematically advancing the construction of the "Six Networks," and expanding effective domestic demand. In the next step, the NDRC will thoroughly implement the decisions and deployments of the CPC Central Committee and the State Council, strengthen the planning and construction of the "Six Networks," enhance multi-network coordinated advancement, make integrated use of various government funds and new-type policy-based financial instruments, strengthen guarantees for factors like land and environmental assessments, persist in balancing quality and efficiency, accelerate transformation and implementation, and promote the formation of more physical workload. We will deeply advance the construction of a unified national market, standardize local investment promotion activities, advance the fair opening of competitive infrastructure sectors to business entities, improve the long-term mechanism for private enterprise participation in major project construction, actively attract social capital to participate in the "Six Networks" construction, and effectively stimulate the vitality of private investment. At the same time, we will deepen multi-level, regular communication and exchanges with private enterprises, strengthen forward-looking and strategic issue research, persist in integrating point-and-area and short-term-and-long-term approaches, strengthen overall coordination, and promote the growth and expansion of the private economy with pragmatic measures. (Jin10 Data APP) [Eight Departments: Aim to exceed 90% for the one-hour multimodal transshipment rate by 2030] Recently, eight departments including the Ministry of Transport jointly issued the "Action Plan for Breaking Bottlenecks in Multimodal Transport (2026-2030)" to accelerate the construction of a modern multimodal transport network. The Action Plan proposes to use approximately five years to upgrade the multimodal transport functions of around 1,000 main freight nodes, achieve a one-hour multimodal transshipment rate exceeding 90%, reach an 80% railway access rate for coastal port multimodal transport zones, and achieve a 100% railway access rate for main ports along the Yangtze River trunk line. At the same time, optimization of container rail-water intermodal security checks, "single-document" systems, and other standards and rules will achieve new breakthroughs. (CCTV News) (Jin10 Data APP) US Dollar: Overnight, the US dollar index fell 0.12% to 99.56%, primarily driven by optimism over a peace agreement between the US and Iran, while the market awaited the US Fed policy meeting results the next day. According to CNBC, the US Fed will release its latest dot plot on Wednesday, showing individual officials' expectations for the interest rate path. However, most Fed watchers on Wall Street expect new Fed Chairman Warsh will not participate, possibly because he feels unready, or simply because he doesn't like the dot plot. Warsh has previously spoken out against the dot plot and other forward-looking guidance methods, arguing they constrain the Fed's decision-making capabilities. If Warsh refuses to submit dot-plot projections, it would go against the Fed's roughly 14-year post-financial crisis practice and could alienate him from other Fed officials who support this communication method. Yet, for Chairman Warsh, who has promised fundamental reforms to how the institution operates, this might be an effective first step. "Given his viewpoint, it seems very possible he wouldn't want to submit rate forecasts," said Bill English, former head of the Fed's Monetary Affairs Division and now a professor at Yale University. "There are probably other committee members who are not crazy about the dot plot, and they would be willing to do that too." (Jin10 Data APP) According to the CME "FedWatch Tool": The probability of the US Fed keeping interest rates unchanged in June is 99.5%, while the probability of a cumulative 25 bps rate cut is 0.5%. The probability of the Fed keeping rates unchanged through July is 92%, the probability of a cumulative 25 bps rate hike is 7.9%, and the probability of a cumulative 25 bps rate cut is 0%. (Jin10 Data APP) Data: Today, the US May retail sales MoM, US April business inventories MoM, US May pending home sales index MoM, UK May CPI MoM, UK May retail price index MoM, Eurozone May final CPI YoY, Eurozone May final CPI MoM, and other data will be released. Additionally, ECB President Lagarde is attending a summit on the impact of artificial intelligence (AI). China's 2026 Lujiazui Forum will be held from June 17 to 18. Crude Oil: Overnight, oil prices on both markets fell together, with WTI oil down 5.11% and Brent oil down 4.61%, recording a four-day losing streak, mainly due to expectations that the Strait of Hormuz would reopen. According to the Wall Street Journal, informed sources said that under the agreement, the US will allow Iran to immediately resume exporting and selling oil and fuel, providing Tehran with a front-loaded economic incentive to de-escalate the conflict. The provisions in the deal waiving sanctions on oil sales will take effect immediately upon the agreement's signing this week. Meanwhile, the necessary services supporting oil sales, such as banking, shipping, and insurance, will also be exempted to ensure related transactions can proceed smoothly. The United Against Nuclear Iran (UANI) group stated that a supertanker carrying Iranian crude oil has left Chabahar Port, crossed the US blockade line, and sailed out of the Gulf of Oman on Tuesday with its vessel positioning system activated. This is the first such occurrence since the US implemented a maritime blockade in April this year. A senior US official said on Tuesday that while Iran will receive upfront sanctions relief on oil sales, long-term and sustained sanctions relief will depend on Iran's compliance with US demands, including issues related to opening the strait and its nuclear program. The official added that Iran still will not immediately gain access to tens of billions of dollars in frozen overseas funds. (Jin10 Data APP) Maritime intelligence company TankerTrackers said in a social media post early on the 17th that the agency verified via satellite imagery on the 15th that at least two very-large crude carriers (VLCCs) belonging to the National Iranian Tanker Company had sailed out of the US Navy blockade line, carrying a total of 3.8 million barrels of Iranian crude oil between them. This marks Iran's first crude oil export in nearly two months. Additionally, the post stated that the Stream, a tanker owned by the National Iranian Tanker Company, is departing from Pakistan's exclusive economic zone. The vessel had previously been stuck in those waters for seven weeks, waiting to return to an Iranian port. (Xinhua News Agency) (Jin10 Data APP) Data from the American Petroleum Institute (API) showed that last week, US API crude inventories fell by 8.33 million barrels, following a decline of 9.119 million barrels the prior week. Last week, API crude inventories at Cushing fell by 1.523 million barrels, compared to a prior decline of 1.125 million barrels. Last week, API product gasoline inventories rose by 2.479 million barrels (prior -1.191 million barrels), and distillate inventories fell by 1.523 million barrels (prior -407,000 barrels). (Wall Street CN)

Since 2017, Vietnam’s solar market has grown rapidly under strong policy support, especially feed-in tariff incentives. This drove fast capacity expansion but also exposed grid constraints as development outpaced transmission infrastructure. As subsidies gradually phased out, market logic shifted from policy-driven growth to energy security and system stability.

June 8, 2026 – Recently, Nantong officially introduced a dedicated support policy for the hydrogen energy industry, charting a course for high-quality development in the sector. Leveraging its local high-quality green electricity and green hydrogen resources and its advanced hydrogen energy manufacturing base, the city is making comprehensive arrangements to build the entire hydrogen energy industry chain. It is striving to become a benchmark for hydrogen energy equipment manufacturing and application demonstration in the Yangtze River Delta and a core regional hub for hydrogen energy supply. The Nantong Municipal Development and Reform Commission and the Municipal Bureau of Industry and Information Technology jointly issued the "Implementation Opinions on Supporting the High-Quality Development of the Hydrogen Energy Industry in Nantong." The document focuses on core industry chain links such as hydrogen production, storage and transportation, and refueling infrastructure, promoting clustered and scaled development of the industry, while continuously expanding the application of hydrogen energy in three key areas: transportation, energy, and industry, thereby systematically constructing a new pattern for the local hydrogen energy industry. The newly issued implementation opinions set a clear, phased development blueprint, defining industrial development goals for two key periods. By 2028 , Nantong will have largely perfected the institutional framework for hydrogen energy development and established a comprehensive "production, storage, transmission, and utilization" supply chain and industrial system. It aims to significantly enhance its industrial technological innovation capabilities, upgrade the quality of the entire industry chain, advance infrastructure construction in an orderly manner, and continuously diversify hydrogen energy application scenarios. By 2030 , the city will have preliminarily established a clean, low-carbon, safe, and efficient hydrogen energy supply and application system, making green hydrogen the primary source of new hydrogen supply, effectively reducing hydrogen usage costs, achieving scaled application of hydrogen energy in transportation, energy, and industry, and delivering substantial industrial development outcomes. To ensure the realization of these goals, the opinions introduce a comprehensive set of supporting measures across four dimensions—industrial innovation and upgrading, infrastructure development, application scenario expansion, and industrial environment optimization—to facilitate the scaled and high-quality development of the hydrogen energy industry. On industrial innovation, Nantong will rely on the "open competition mechanism to select the best candidates" to concentrate efforts on tackling key core technologies in hydrogen energy, accelerating R&D iterations and the market transformation of cutting-edge technologies. Concurrently, it will focus on supporting the construction of various industrial platforms such as provincial-level hydrogen energy innovation platforms and hydrogen energy equipment pilot-scale bases. Drawing on its strong foundation in the equipment manufacturing industry, Nantong will cultivate high-quality enterprises in hydrogen energy subsectors that are specialized and sophisticated SMEs capable of producing novel and unique products, comprehensively enhancing its R&D and manufacturing capabilities for equipment across the entire hydrogen energy chain. In infrastructure development, Nantong will leverage the resource endowments of areas like Rudong, Qidong, Haimen, and its development zones to deploy key projects for producing hydrogen from renewable energy and purifying industrial by-product hydrogen according to local conditions, thereby strengthening the regional hydrogen supply security system. The layout of hydrogen refueling facilities will be scientifically coordinated based on industrial development needs and practical application scenarios, prioritizing the construction of hydrogen refueling infrastructure in key areas such as expressway networks, port logistics hubs, and industrial parks. Furthermore, the city will model its management approach after natural gas refueling stations, creating tailored management standards for hydrogen refueling stations, simplifying construction and deployment procedures, and providing institutional support for the large-scale construction of hydrogen refueling infrastructure. In expanding hydrogen energy application scenarios, Nantong is building a multi-field, diversified application system. In transport, it will vigorously promote fuel cell vehicles, advance the construction of green hydrogen-powered ships, and proactively align with Shanghai's plans for an international shipping green fuel bunkering and trading center, integrating into the Yangtze River Delta's green shipping system. In the energy sector, it will actively explore new application models such as "wind and solar power generation + hydrogen energy storage" integration and hydrogen-heat-power coupling, creating a new type of integrated energy supply system. For industrial development, it will leverage its coastal advantages to build a green fuel industry base, promoting the synergistic development of hydrogen, ammonia, and methanol industries, and implementing pilot demonstration projects for producing green ammonia and green methanol from green electricity. In the industrial sector, it will actively promote green hydrogen metallurgy technology and steadily advance the substitution of green hydrogen, ammonia, and methanol to help high-energy-consuming industries like steel and chemicals achieve deep energy conservation and emission reduction. On industrial environment optimization, Nantong will seize multiple policy benefits from regional hydrogen energy pilots, hydrogen energy urban cluster pilots, and the Yangtze River Estuary Industrial Innovation and Green Development Collaborative Zone to deepen cross-regional industrial cooperation and create a regional hydrogen energy industry landscape characterized by complementary strengths and interconnected development. Meanwhile, it will integrate various financial tools and dedicated government funds to increase support for hydrogen energy projects and prioritize land supply for major hydrogen energy project construction. Additionally, by improving the industrial standards system, intensifying efforts to attract and cultivate hydrogen energy professionals, and strengthening organizational and coordination safeguards, the city will solidify the foundation for the high-quality development of the hydrogen energy industry in all respects.

Capacity side, according to incomplete statistics, China's alkaline electrolyzer market remained at 43.77 GW, and the PEM electrolyzer market remained at 2.7 GW. This week, Peric Hydrogen, a subsidiary of CSSC 718 Research Institute, exported customized integrated hydrogen production and refueling station equipment to Indonesia. Suzhou Suqing Hydrogen Production Equipment Co., Ltd. completed the shipment of a 5 MW containerized green electricity hydrogen production system, serving the first "five-in-one" integrated energy station project combining oil, gas, hydrogen, electricity, and storage in Northwest China. Project-related updates: CGN (Wuhai Hainan District) New Energy Co., Ltd. : CGN (Wuhai Hainan District) New Energy's hydrogen-based green fuel grid-connected green electricity direct-connection project (hydrogen production section) was officially registered. The project is located in the High-tech Low-carbon Industrial Park in Hainan District, Wuhai City, with a total investment of 313.6992 million yuan. The project plans to build a 22,000 Nm³/h hydrogen production facility, equipped with 22 alkaline water electrolysis units each with a capacity of 1,000 Nm³/h, along with supporting gas-liquid separation and hydrogen purification facilities, producing hydrogen with a purity of 99.999%. The construction period is scheduled from November 2026 to November 2028. Jiyuan (Siping) Green Energy Co., Ltd. : Jiyuan (Siping) Green Energy selected its affiliated party, State Nuclear Electric Power Planning Design & Research Institute, through public tender to undertake the EPC general contracting project for the hydrogen production facility, with a fixed contract price of 204.96 million yuan. The general contracting scope covers the design of the hydrogen production facility, procurement of equipment and materials excluding Party A-supplied electrolysis water complete sets of equipment and rectifier cabinets, civil construction, commissioning, operation and maintenance, and full-process warranty services, with qualified hydrogen output scheduled before August 30, 2027. Wojiang Clean Energy (Xinjiang Zhundong Economic and Technological Development Zone) Co., Ltd.: The general contracting contract for the Zhundong 2 billion m³/year coal-to-natural gas project was signed in Urumqi. The project is located in Changji Zhundong Economic Development Zone, with a total investment of 15.486 billion yuan. It is expected to commence production by the end of October 2026, with supporting output of multiple types of by-products. The project includes supporting electrolysis hydrogen production integrated with green methanol production, and plans a 650,000 mt/year CCUS carbon capture facility to be implemented in two phases, progressively achieving full green electricity coverage while simultaneously demonstrating large-scale crushed coal pressurized gasifiers to advance the scaling-up of coal-to-gas equipment. Da'an Jidian Green Hydrogen Energy Co., Ltd. : The Da'an wind and solar green hydrogen-to-ammonia integrated demonstration project issued a tender for additional equipment, planning to add one set of 1,000 Nm³/h alkaline electrolysis hydrogen production unit. The project broke ground in May 2023 and commenced production in July 2025, supported by 800 MW of wind and solar power capacity. It adopts a dual-route hydrogen production approach of 36,000 Nm³/h alkaline plus 9,600 Nm³/h PEM, with an annual output of 32,000 mt of green hydrogen and 180,000 mt of green ammonia, while simultaneously deploying two types of large-capacity hydrogen storage facilities using solid-state and organic liquid technologies. Longyuan Power Group Co., Ltd.: Longyuan Power announced the winning candidate for the procurement of 500 Nm³/h PEM electrolyzer equipment for the Zhangye Carbon Neutrality Industrial Base Wind-Solar-Hydrogen-Storage Integration Project. Dongfang Electric (Chengdu) Hydrogen Energy ranked first with a bid of 6.3 million yuan. The project is located in the Circular Economy Demonstration Park of Zhangye Economic Development Zone and is SPIC Gansu's first green electricity-to-hydrogen project. It plans to build a 22,000 Nm³/h alkaline hydrogen production main unit with supporting hydrogen storage tanks, and simultaneously construct a 2,000 Nm³/h hydrogen production pilot platform including a 500 Nm³/h PEM unit. Yanchang Petroleum Gas Group Transportation Energy Company: The hydrogen refueling demonstration station at the Fuping Service Area (North Zone) on the Beijing-Kunming Expressway, constructed by the company, successfully achieved mechanical completion and entered the commissioning phase. The station is a standardized Level 3 hydrogen refueling station equipped with an intelligent hydrogen refueling control system capable of automated operations and full-process monitoring and traceability. After commissioning, the station will primarily serve hydrogen-powered heavy trucks and intercity hydrogen buses, filling the gap in hydrogen refueling infrastructure along the Weinan section of the Beijing-Kunming Expressway and improving the hydrogen refueling network for the green freight loop from Hancheng to Fuping and Huangling. Guangdong Yuntao Hydrogen Energy Technology Co., Ltd.: Two major hydrogen energy projects of Yuntao Hydrogen Energy were launched. Its Beitai Road hydrogen refueling station was officially put into operation, becoming a new benchmark hydrogen refueling station in south China. The station is a supporting project for the Minke Park, benchmarked against the Liangtian model hydrogen refueling station. It covers an area of 3,100 m², is equipped with 4 hydrogen dispensers and 8 hydrogen refueling nozzles, with a maximum 24-hour refueling capacity of 4,000 kg, capable of serving 200 hydrogen-powered dump trucks or 400 cold chain logistics vehicles per day, further improving the vehicle hydrogen refueling network in the Greater Bay Area. Huawang (Qingdao) Hydrogen Energy Technology Group Co., Ltd. : The pre-award announcement for the hydrogen refueling station equipment procurement project of Qingdao Hydrogen Energy Industrial Park was released. Shanghai Hydrogen Maple Energy and Jiangsu Guofu Hydrogen Energy were listed as the top two candidates, with bids of 14.18 million yuan and 13.67 million yuan, respectively. The project was jointly tendered by Huawang (Qingdao) Hydrogen Energy and PetroChina Pipeline Bureau Engineering. The total project investment is 70 million yuan, with a construction cost of 14.5 million yuan. The project covers an area of 5,761 m² and plans to build a Level 3 hydrogen refueling station with a building area of 1,302 m², designed for a maximum daily 12-hour hydrogen refueling capacity of 2,500 kg, equipped with 4 units of 35 MPa hydrogen dispensers and 8 hydrogen refueling nozzles. This tender covers the full process including complete hydrogen refueling equipment, valves, automation, electrical supply, and on-site installation and commissioning. Huadian New Energy Group Co., Ltd. Fujian Branch: The Quanzhou Municipal Bureau of Ecology and Environment approved the environmental impact assessment document for Huadian Fujian's 5 MW flexible off-grid seawater hydrogen production technology research and pilot verification project. The project is constructed by Huadian New Energy Group Co., Ltd. Fujian Branch and is located at the No. 10 wind turbine site of Quanhui Wind Farm in Quanhui Petrochemical Industrial Park. As a seawater-to-hydrogen pilot project, it relies on two on-site wind turbines for power supply to conduct off-grid electrolysis seawater hydrogen production experiments. The project covers a total area of 1,683.80 m², with a total operation duration of 1,000 hours and a total investment of 18.7 million yuan, of which 1.681 million yuan is for environmental protection. The overall system consists of six major functional modules and supporting utilities. Policy Review 1. The National Development and Reform Commission (NDRC) and other departments issued a notice on the release of the Guidelines for Non-fossil Energy Electricity Consumption Accounting (Trial). The document states that coordination with energy statistics, carbon emission accounting, and other systems should be strengthened. Factors such as physical connections, electricity energy trading, and green electricity certificate and green electricity trading should be comprehensively considered to classify and clarify the rules for recognizing non-fossil energy electricity consumption and the accounting methods at the provincial (autonomous region, municipality directly under the central government, the same hereinafter) and municipal (prefecture-level) levels, as well as for electricity users. Recognition methods for non-fossil energy electricity consumption: Physical recognition. Self-generated and self-consumed electricity from non-fossil energy sources, and self-consumed electricity from new business models such as green electricity direct connection, are recognized as the non-fossil energy electricity consumption of the electricity user. Production electricity consumed by non-fossil energy power generation projects is recognized as the non-fossil energy electricity consumption of the respective power generation enterprise. Transaction recognition. This includes two recognition methods: electricity energy trading (including conventional non-fossil energy electricity trading, green electricity trading, etc., the same hereinafter) and green electricity certificate trading (including green electricity certificate transfers, etc., the same hereinafter). 2. The Jilin Provincial Energy Bureau and the Jilin Provincial Development and Reform Commission jointly issued a notice on the Implementation Plan for Accelerating the Integrated and Converged Development of New Energy in Jilin Province. Overall objectives: By 2030, integrated and converged development will become an important approach for new energy development across the province. New scenarios featuring integration and convergence will continue to emerge. The province's new energy development models will be more flexible, consumption pathways more diversified, application scenarios more abundant, and the electricity market more dynamic. More than 50 integrated and converged projects and application scenarios will be completed, providing strong support for the comprehensive green transformation of the province's economic and social development. 3. The Guangdong Provincial Administration for Market Regulation issued a public notice soliciting opinions on the Guangdong provincial local standard Operational Specifications for Integrated Hydrogen Production, Storage, and Refueling Devices (Review Draft). The document states that this standard specifies the basic requirements, personnel management, equipment and facility management, hydrogen quality management, hydrogen refueling operation management, safety management, archive management, and data recording for the operation of integrated hydrogen production, storage, and refueling devices. Enterprise Updates Tianji Hydrogen Energy Technology (Beijing) Co., Ltd. : Tianji Hydrogen Energy successively signed agreements with Jiaqing New Energy and Manst Hydrogen Energy. The three parties will conduct in-depth industry chain cooperation in green hydrogen equipment and project development. According to the agreements, the parties will cooperate in multiple dimensions including electrolyzer and post-processing system procurement, joint project bidding, and agency sales. They will also establish strict intellectual property protection and exclusive collaboration mechanisms to ensure the stability and competitiveness of cooperative projects, and jointly tackle hydrogen energy application challenges across multiple scenarios. SPIC Green Energy Co., Ltd.: Huang Qiang, Secretary of the Jilin Provincial Party Committee, conducted a survey on major project construction in Changchun and Siping. He emphasized the need to fully implement the important instructions of General Secretary Xi Jinping regarding work in Jilin, focus on building a modern industrial system and modern infrastructure system, and accelerate the advancement of major project construction. Jiangsu Trina Green Hydrogen Technology Co., Ltd. : Trina Green Hydrogen signed a strategic cooperation agreement with the Nanjing Institute of the Fifth Electronics Research Institute of MIIT. The two parties will focus on the urgent needs for high-quality development of the PV+ESS+hydrogen industry, and conduct in-depth collaboration across five major areas: joint construction of a comprehensive PV+ESS+hydrogen testing platform, joint research on cutting-edge technologies, product detection and evaluation, industry standard development, and full-chain industrial technology services. Through the strong alliance model of "industry leader + authoritative scientific research and detection institution," they aim to address the shortcomings in PV+ESS+hydrogen equipment testing and verification. Enric (Bengbu) Compressor Co., Ltd. : Two large skid-mounted hydrogen pipeline compressors independently designed and with core technologies self-developed by the company successfully completed factory acceptance testing and were officially shipped for delivery. The equipment will support China's first long-distance green hydrogen transmission pipeline project. China Southern Power Grid Power Technology Co., Ltd.: The company completed core technology breakthroughs for long-endurance hydrogen-powered drones and successfully conducted pilot applications in mountain power grid inspection scenarios at the Meizhou Power Supply Bureau of Guangdong Power Grid. Wuhu Shipyard (Wuhu Shipyard Co., Ltd. : The Tongzhouwan site at Wuhu Shipyard's Nantong base completed the semi-submersible float-off launching of the vessel "18515." The vessel is an 18,500-deadweight-tonnage methanol dual-fuel high-end chemical tanker and is the first vessel in the series. It has a total length of 149.8 meters, a design speed of 14 knots, and can use methanol as clean fuel. This launching cleared a key step in standardized construction and will help promote local shipbuilding industry development. Zhangjiagang Port Group Co., Ltd. : The first round of bidding for Zhangjiagang Port's 10 hydrogen fuel cell tractor project had only two valid suppliers, failing to meet the bid opening requirements. The procurement method was changed to negotiated procurement. This procurement involves 10 units of 45 kN hydrogen fuel cell tractors, including 1 unit with intelligent assisted driving, for intra-port transfer operations and required to be compatible with existing flatbed trailers. Taiyuan Public Transport Holdings (Group) Co., Ltd. : The company selected a local gas supply service provider through merit-based evaluation to ensure daily hydrogen supply for 6 hydrogen-powered buses, with unit price settlement based on actual gas consumption. The supplied hydrogen must comply with the GB/T3634.2-2011 high-purity hydrogen standard. The service provider is required to deploy fixed hydrogen refueling stations in Taiyuan, prioritize emergency hydrogen refueling for public buses, implement one-card-per-vehicle hydrogen refueling management, with a project service period of two years. Lanzhou Lanshi Petroleum Equipment Engineering Co., Ltd.: The second-generation 45 MPa ionic liquid hydrogen compressor and 22 MPa hydraulic-driven piston hydrogen compressor, customized for a domestic energy station, successfully completed all testing procedures including boost commissioning and electrical control system joint debugging. Patent Applications 1. Shanghai Institute of Ceramics, Chinese Academy of Sciences (China) published patent CN2025110028, developing a ceramic-based anion exchange membrane with a laboratory-tested lifespan of 80,000 hours. 2. Johnson Matthey (UK) filed patent WO2025109876, disclosing an Fe-Ni-Mo ternary non-precious metal catalyst formulation with activity approaching that of platinum-based materials. Technology Footprint/Technical Specifications 1. The team led by Professor Li Zhipeng from Northwestern Polytechnical University innovatively constructed a three-dimensional multi-physics coupling model for tubular solid oxide fuel cells, systematically revealing the quantitative effects of temperature, electrode thickness, porosity, and oxygen domain geometric parameters on battery output performance. 2. The National Hydrogen Energy Power Quality Inspection and Testing Center of China Automotive Engineering Research Institute completed and commercially opened a 0–400 kW hydrogen-involved loaded tri-axial vibration testing platform, addressing the shortcomings in large power hydrogen-involved multi-physics coupling testing in China. 3. The high specific power cathode-closed air-cooled fuel cell stack technology developed by the team of Academician Chen Zhongwei and Associate Researcher Zhang Meng from the National Key Laboratory of Energy Catalytic Conversion at the Dalian Institute of Chemical Physics passed the scientific and technological achievement appraisal 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, addressing technical challenges such as low-humidity performance degradation, carbon corrosion, membrane drying and flooding, and high-power thermal management. 4. Two group standards on hydrogen production by water electrolysis were officially released and implemented: Technical Specifications for Safety of Hydrogen Production by Water Electrolysis and Accounting Methods for Economic Operation Indicators of Hydrogen Production by Water Electrolysis. 5. Petronor and H2SITE collaborated to advance membrane technology for hydrogen production, improving high-purity hydrogen and low-carbon efficiency in refining. 6. Dalian University of Technology designed an electron pump catalyst with an asymmetric photo-responsive structure, maintaining the asymmetry of electron distribution.