On May 27, China Huaneng Group Co., Ltd. announced the shortlisted candidates for its 2026 energy storage system framework procurement. As one of China’s major state-owned power generation groups among the “Big Five and Small Six,” Huaneng’s latest framework tender totals 4GWh, with the agreement valid through March 31, 2027. The procurement covers energy storage systems required for infrastructure and operational projects across the group’s subsidiaries and regional companies.

[China Huaneng and LONGi Green Energy Sign Strategic Cooperation Agreement] On May 19, according to China Huaneng, China Huaneng Group Co., Ltd. and LONGi Green Energy Technology Co., Ltd. signed a strategic cooperation agreement at the Group's headquarters. Under the cooperation agreement, the two parties will further cooperate in areas such as new energy project development, technological innovation, and industrial application.

Major power developer China Huaneng has announced the results of its construction and installation tender covering 2.18 GW of PV projects in Pu'er City, Yunnan Province. The tender includes more than 20 sub-projects with 1,890 MW AC and 2,182.64 MWp DC capacity, divided into 5 packages covering civil works, installation of PV arrays, booster stations, and collection lines, as well as land and environmental coordination. Winning bid prices ranged from RMB 0.657/W to RMB 0.721/W.

GCL Optoelectronics has won a 1.2 MW procurement project from China Huaneng Group for commercial-grade perovskite/silicon 'HJT' tandem modules. Slated for delivery by June 2026, the tender strictly demands mass-producible modules with over 26% efficiency and full 'IEC' certification. Marking a major industry milestone, Huaneng noted this is the first public commercial perovskite tandem procurement among China's top five state-owned power generators.

Beijing CRE (002350.SZ) announced that it recently received the notification of award for the 2026 Inverter Framework Agreement Procurement Bidding (Section 2) of China Huaneng Group Co., Ltd. The winning bid amount is 576 million yuan, and the target content is PV inverters. As a framework bidding, the specific amount is subject to the officially signed contract. The company has received the notification but has not yet signed the formal contract. This project is expected to have a positive impact on the company's performance in 2026 and beyond, without affecting its operational independence.

The Fourth Batch of the Third Round of Central Ecological and Environmental Protection Inspections Fully Launched Approved by the CPC Central Committee and the State Council, the Fourth Batch of the Third Round of Central Ecological and Environmental Protection Inspections has been fully launched. Eight central ecological and environmental protection inspection teams will carry out inspections in five provinces (autonomous regions), namely Shanxi, Inner Mongolia, Shandong, Shaanxi, and Ningxia, coordinating inspections of the Yellow River Basin and provincial inspections. Meanwhile, they will also conduct inspections on three central state-owned enterprises, namely China Huaneng Group, China Datang Corporation Limited, and SPIC, with an on-site inspection period of approximately one month.

[World's First! REPT Battero's Power System Supports the Launch of 100 Unmanned Electric Mining Trucks] For the first time globally, 100 unmanned, fully electric mining trucks, named "Huaneng Ruichi", were officially put into operation at the Yimin Open-pit Mine in Inner Mongolia. As the exclusive supplier of the power system for this project, REPT Battero provided core support to "Huaneng Ruichi" with its leading power battery technology, helping to achieve zero-carbon emissions in the mine's transportation process and injecting strong momentum into the construction of green mines worldwide. The cluster of unmanned electric mining trucks, "Huaneng Ruichi", launched this time, was developed through a collaborative effort led by China Huaneng Group Co., Ltd., in conjunction with innovative consortium members such as Xuzhou Construction Machinery Group Co., Ltd. The 100 unmanned electric mining trucks have set three industry records for the world's largest tonnage (90 mt), fastest operating speed, and lowest operating temperature (-40°C).

On May 15, Sichuan Huaneng Hydrogen Energy Company successfully obtained the "Work Safety License" issued by the Chengdu Emergency Management Bureau, becoming the first water electrolysis hydrogen production enterprise in Sichuan Province to obtain such a license. This also marked the transition of the Huaneng Pengzhou Water Electrolysis Hydrogen Production Demonstration Station from trial production to formal production. Facing challenges such as no precedents to follow and unclear approval procedures, Sichuan Huaneng Hydrogen Energy Company actively engaged with relevant departments at the provincial, municipal, and county levels, exploring a complete approval process for the work safety license of water electrolysis hydrogen production. After multiple steps including online application, on-site inspection, and issue rectification, the company finally succeeded in obtaining the license. The Party branch of Sichuan Huaneng Hydrogen Energy Company earnestly implemented the important expositions and instructions of General Secretary Xi Jinping on work safety, and carried out the deployment requirements of the Party group of the China Huaneng Group and the Party committee of Sichuan Company on work safety. They conscientiously fulfilled their work safety responsibilities, preventing and resolving major safety risks. The Party member assault team meticulously investigated and rectified safety hazards, completing the improvement of operating procedures, technical transformation of compressors, replacement of hydrogen discharge flame arresters, and optimization of the hydrogen filling traceability system, further enhancing the work safety management level of the hydrogen production station. The Pengzhou Hydrogen Production Station is a demonstration project of the "13MW Hydrogen Production System Key Technology Development and Demonstration," one of the top ten scientific and technological demonstration projects of the China Huaneng Group during the 14th Five-Year Plan. It began trial production on June 12, 2024, and produced and sold 200,000 kg of hydrogen during the trial production period. Compared to coal-based hydrogen production, it reduced carbon dioxide emissions by 4 million kg, demonstrating significant social and environmental benefits, and providing a solid foundation for Chengdu to build a "Green Hydrogen City."

Recently, the Changping District Bureau of Economy and Information Technology in Beijing issued a notice on the public announcement of the list of enterprises eligible for the 2024 hydrogen energy industry financial support program. According to the list, there are 21 enterprises eligible for the support, namely Beijing Haiwang Hydrogen Energy Technology Co., Ltd., Beijing Future Hydrogen Energy Technology Co., Ltd., Hydrogen Power (Beijing) Energy Technology Co., Ltd., Qing Hydrogen (Beijing) Technology Co., Ltd., Beijing Bihai Energy Equipment Co., Ltd., Beikuang New Material Technology Co., Ltd., Beijing Jiu'antong Hydrogen Energy Technology Co., Ltd., Beijing Shizhuo Technology Co., Ltd., Dingrui (Beijing) Technology Co., Ltd., Anke Engineering Technology Research Institute (Beijing) Co., Ltd., Changping Branch of PetroChina New Energy (Beijing) Co., Ltd., Beijing Foton AUV New Energy Vehicle Co., Ltd., Beijing Institute of Low-Carbon Clean Energy, Beijing Carwin New Energy Vehicle Co., Ltd., BAIC Foton Motor Co., Ltd., SPIC Science and Technology Research Institute Co., Ltd., Clean Energy Technology Research Institute Co., Ltd. of China Huaneng Group, Beijing Hongtu Automobile Service Co., Ltd., Beijing Future Science City Car Rental Co., Ltd., Beijing Jiuzhouxing Automobile Service Co., Ltd., and Beijing Zhongyun Hydrogen Power Transport Co., Ltd. This is in accordance with the "Implementation Rules for Support Measures to Promote Innovative Development of the Hydrogen Energy Industry in Changping District" (Document No. 3 [2023] issued by the Changping District Bureau of Economy and Information Technology).

I. Policy Updates: National Standards and Local Support Work in Tandem​​ ​​ "Guidelines for Carbon Emission Accounting of Electrolyzers" Officially Implemented ​​ On May 8, the Ministry of Ecology and Environment issued the mandatory national standard "Guidelines for Carbon Emission Accounting of Electrolyzers," explicitly requiring electrolyzer companies to account for carbon emissions throughout their entire life cycles (covering power sources, material production, etc.) and incorporate these into the approval criteria for green hydrogen projects. ​​Industry Impact​​: Alkaline electrolyzer (ALK) companies, which rely on grid electricity, face greater pressure to reduce emissions; low-carbon technology routes such as SOEC and AEM receive policy support. ​​Gansu Launches Special Subsidies for "Localized Wind and Solar Power-to-Hydrogen Equipment"​​ On May 10, the National Development and Reform Commission (NDRC) of Gansu Province announced subsidies for PV/wind power companies that purchase local electrolyzer equipment, providing a 20% subsidy based on the equipment investment (up to 8 million yuan per unit) and allowing electrolyzer companies to share green electricity revenue with wind and solar power developers. ​​Regional Competition​​: This move directly impacts traditional electrolyzer industry clusters in Xinjiang and Inner Mongolia, potentially triggering a new round of "local subsidy competitions." ​​EU Carbon Border Tax Accelerates Domestic Electrolyzer Export Certification On May 12, the European Commission adopted an amendment to the Carbon Border Adjustment Mechanism (CBAM), requiring imported electrolyzers to provide proof of their full life cycle carbon footprint. ​​Corporate Responses​​: Top-tier enterprises such as CSSC 718 Institute and Shanghai Electric are accelerating their EU CE certification processes and planning localized overseas production (e.g., electrolyzer assembly bases in Southeast Asia). II. Corporate Updates: Concurrent Capacity Expansion and Overseas Breakthroughs​​ ​​ LONGi Hydrogen's 500 MW Electrolyzer Base in Ordos Goes Operational ​​ On May 8, LONGi Hydrogen announced the full operation of its world's largest single alkaline electrolyzer production base in Ordos, Inner Mongolia, with an annual capacity of 3 GW. Equipped with its independently developed "bipolar plate laser welding" technology, the base has increased current density to 0.7 A/cm² and reduced unit energy consumption to 4.1 kWh/Nm³. ​​Strategic Cooperation​​: Signed an agreement with China Huaneng Group to supply electrolyzers for its 10 GW wind and solar power-to-hydrogen project in Inner Mongolia and explore the "Electrolyzer as a Service (EaaS)" model. ​​ ThyssenKrupp Uhde and Guofu Hydrogen Establish a Joint Venture ​​ On May 11, Germany's ThyssenKrupp Uhde and China's Guofu Hydrogen jointly established a "hydrogen energy equipment manufacturing company" in Shandong, planning to invest 1.5 billion yuan to build a 1 GW SOEC electrolyzer production line targeting European offshore wind power-to-hydrogen projects. Technical Collaboration: Guofu Hydrogen Energy will adopt ThyssenKrupp's ceramic electrolyte membrane technology to fill the domestic gap in SOEC mass production. Cockerill Jingli Secures First European Order for AEM Electrolyzers On May 14, Suzhou Cockerill Jingli announced the signing of an agreement with French energy giant Total to supply a 20 MW AEM electrolyzer system for its offshore wind-to-hydrogen project in Dunkirk, with delivery planned for the end of 2026. Technical Highlights: The order features Cockerill Jingli's self-developed "iridium-free catalyst" AEM electrolyzer, which reduces costs by 50% compared to traditional PEM electrolyzers and achieves a lifespan exceeding 80,000 hours. III. Technological Advancements: Focus on Low-Carbonization and Longevity SOEC Electrolyzer Achieves Over 85% Steam Utilization at High Temperature On May 9, Wuhan University of Technology Hydrogen Energy announced that its third-generation SOEC electrolyzer achieved 85% steam utilization under high-temperature (750°C) conditions, a 10 percentage point improvement over the previous generation, making it suitable for flexible retrofitting of thermal power plants. Commercialization Progress: The technology has passed validation by SPIC and is planned for pilot application in thermal power plants in northeast China in 2026. Breakthrough in "Zero-Degradation" Technology for Alkaline Electrolyzers On May 13, Shandong Saikesaisi unveiled an alkaline electrolyzer featuring a "titanium-iridium composite electrode plate + solid electrolyte," which operated continuously for over 100,000 hours (approximately 11.4 years) under simulated conditions with a degradation rate ≤0.3% per 1,000 hours, setting a new industry record. Cost Controversy: The technology's use of a precious metal iridium coating increases the cost of a single electrolyzer by 20%, sparking market discussions on balancing technological advancement with economic feasibility. AEM Electrolyzer Achieves Dynamic Response Time Under 10 Seconds On May 15, Jiangsu Yuanqing New Energy launched its fourth-generation AEM electrolyzer, reducing dynamic response time from 30 seconds in the previous generation to 10 seconds, making it suitable for wind and solar power's fluctuating output. It has also passed grid connection tests with Siemens Gamesa wind turbines. IV. Industry Synergy: Cross-Sector Collaboration and Industry Chain Integration Electrolyzer and Power Grid Companies Jointly Build Virtual Power Plants On May 9, the State Grid Corporation of China and Sungrow signed an agreement to jointly develop a "electrolyzer + ESS + wind power" virtual power plant project in Zhangjiakou, Hebei, generating auxiliary service revenue through electrolyzer participation in power grid peak shaving. Model Innovation: Electrolyzer companies can earn additional income through electricity price spread arbitrage but must bear operational efficiency losses due to power grid dispatching instructions. Acceleration of Localisation in "Chokehold" Links on the Material Side On May 12, Baoti Group announced the mass production of the third-generation titanium-based composite electrode plates. These plates offer 60% better corrosion resistance than imported products and a 35% reduction in cost, and have been supplied to the 718th Research Institute of CSSC and ThyssenKrupp Uhde Chlorine Engineers. International Competition: This material has successfully replaced similar products from US-based Praxair, assisting domestic electrolyser enterprises in competing for the European market. Research Institutes and Enterprises Jointly Establish "Zero-Carbon Electrolyser Laboratory" On May 15, Tsinghua University and Sinopec took the lead in establishing the "Joint Laboratory for Zero-Carbon Electrolysers", focusing on SOEC and AEM technologies, with the goal of achieving near-zero carbon emissions throughout the life cycle of electrolysers by 2030.