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

The Kuala Lumpur International Motor Show (KLIMS 2026) was recently held at the Malaysia International Trade and Exhibition Centre (MITEC). Weishi Energy showcased its high-performance fuel cell system, presenting its self-developed core hydrogen products and technological achievements to the Malaysian and ASEAN markets. The 120kW fuel cell system exhibited this time is Weishi Energy’s flagship product designed for commercial and industrial applications. The system features high power output, high system efficiency, and independent control over core components. It is compatible with various vehicle types such as buses, logistics vehicles, heavy trucks, and sanitation vehicles, and can also be used for stationary applications like hydrogen power generation . In response to Southeast Asia’s high-temperature and high-humidity climate, Weishi Energy has carried out targeted adaptive optimizations on the system to enhance the stability and reliability of the equipment under all-weather, high-intensity operating conditions. These optimizations give it not only technical demonstration value, but also a practical foundation for deployment and application in the local market. KLIMS 2026 is an influential mobility exhibition in Malaysia and the ASEAN region. This edition attracted approximately 200,000 visitors, with participating brands including 16 mainstream automakers. During the show, Weishi Energy's booth drew attention from local visitors and received recognition from the Malaysian royal family and government, reflecting the potential value of hydrogen technology in the country’s green transportation and energy transition. Previously, Weishi Energy had accumulated operational experience in markets such as Europe and Brazil. In the future, the company will partner with its Malaysian subsidiary of Great Wall Motor, leveraging local channels and service networks to explore the application of hydrogen vehicles and hydrogen power generation systems in Kuala Lumpur and surrounding areas, with a focus on public transportation, port logistics, urban sanitation, and green power generation. As Malaysia accelerates its carbon neutrality efforts, hydrogen equipment and fuel cell systems are expected to become an important supplement to the low-carbon transition of transportation and energy. Weishi Energy’s appearance at KLIMS also signals that its overseas expansion is further extending into the Southeast Asian market.

Capacity-wise, according to incomplete statistics, China's alkaline electrolyzer market stood at 43.77 GW, while the PEM electrolyzer market stood at 2.7 GW. Peric Hydrogen, a subsidiary of the 718th Research Institute of CSSC, completed factory inspection and shipment for delivery of its first hydrogen project equipment in Canada. The project has an installed capacity of 1.75 MW and adopts a containerized integrated hydrogen production system. Project-related updates: Inner Mongolia Baogangxin Energy Co., Ltd. : The hydrogen production and storage integrated demonstration project it invested in has been filed. Located in the Bayan Obo mining area in Baotou, the project has a total investment of 41.9 million yuan. The project will be equipped with one set of 1000 Nm³/h alkaline water electrolysis hydrogen production unit, one set of 500 Nm³/h proton exchange membrane water electrolysis hydrogen production unit, along with gaseous hydrogen storage tanks, a 100 kg solid-state hydrogen storage unit, and a heat storage and release system. It will also be furnished with supporting utilities such as power supply, automatic control, compressed air, and nitrogen generation facilities, creating an integrated demonstration project that couples multiple hydrogen production routes with solid-state hydrogen storage. China Energy Ningxia Coal Industry Co., Ltd. : The Phase I of the Ningdong Integrated Energy Station Project of Ningxia Coal Industry has been fully completed and is in the final stage of trial operation. The project is located at the entrance of the Ningdong Coal Chemical Industrial Park and is operated by Genyuan Zhihuan Logistics Company. Phase I has completed construction of canopies, refueling islands, LNG dispensing islands, an office building, fire-fighting and monitoring control rooms, and other supporting facilities. It is equipped with oil storage tanks with a total volume of 110 m³ and LNG storage tanks of 60 m³. The maximum on-site hydrogen storage capacity is 1,593.3 kg, including two 50 m³ diesel storage tanks, two 30 m³ gasoline storage tanks, one 60 m³ LNG storage tank, and three single-hose LNG dispensing islands. Meanwhile, civil works and process reservations for three hydrogen refueling islands have been completed. Once operational, the project will provide integrated refueling of oil, gas, and hydrogen for heavy-duty trucks, engineering machinery, and official vehicles in the park, thus strengthening the energy supply guarantee capacity of the Ningdong Coal Chemical Industry Base. CIMC New Energy (Liupanshui) Technology Co., Ltd. : The steel-coke integration project of CIMC New Energy (Liupanshui), a subsidiary of CIMC Enric, has been put into operation. The project relies on the coke oven gas from Shougang Shuicheng Steel to mass-produce blue LNG and 99.999% high-purity blue hydrogen. With a total investment of 808 million yuan, the project covers an area of 248 mu and had a construction period of 12 months. Upon reaching full production, it will achieve an annual output of 140 kt of LNG and 24 million Nm³ of high-purity blue hydrogen. Currently, the company has three similar projects in operation at Angang Bayuquan and Linggang, with three more new projects in the preliminary preparation stage. Its business covers Liaoning, Guizhou, Sichuan, and Southeast Asian markets outside China. All existing operating projects have a combined annual output of 48 million Nm³ of hydrogen, 420 kt of LNG, and 80 kt of liquid ammonia. Guoneng Nanjing Electric Power Test & Research Co., Ltd. : The EPRI subsidiary has issued a bidding announcement for hydrogen fuel procurement under a national key project. This project is undertaken by Guoneng Nanjing Electric Power Test & Research, involving fuel procurement for the National Key R&D Program "10 MW-class wide-load hydrogen co-firing technology integration and boiler demonstration." The test site is located at the Hainan Ledong Power Plant area. The project has a single bidding section for the 168-hour commissioning of a 10 MW pilot-scale gas boiler. It requires that the hydrogen blending heat value ratio in natural gas be no less than 20%, and the procurement includes pure hydrogen as well as full-process services such as transportation, technical training, and quality assurance. The gas supply threshold can be met by any one of three options: 200 hours of supply, 190,000 Nm³ of hydrogen, or the testing volume verified by the bid inviter; supply ends once any condition is met. Settlement will be based on the actual hydrogen supply volume. The supply period is 161 days from the contract signing, and all supplies must be completed by December 31, 2026. The supplier shall deliver to the Ledong site within 30 hours upon receiving the delivery notice. This tender only accepts bids from independent legal entities and agents, and does not accept any consortium. Hexi (Xinjiang) New Energy Co., Ltd. : The first phase of the 20 kt/year solar dish photothermal water splitting hydrogen production project at Sinopec Zhundong No.6 Station by Hexi Xinjiang New Energy has initiated its second public notice. The project is sited on the northwest side of Sinopec Zhundong Sixth Station in the Zhundong Economic and Technological Development Zone, Changji, Xinjiang, covering an area of 50 mu. It will build an integrated dish photothermal RSOC water splitting hydrogen production station equipped with complete facilities for concentrating light, thermal storage, power generation, hydrogen production reaction, hydrogen purification, transmission and distribution, intelligent control, and power supply and distribution. The first phase can produce 2 mt of green hydrogen and 16 mt of green oxygen daily, with an annual output of 660 mt of green hydrogen and 5,280 mt of green oxygen, leveraging new photothermal hydrogen production technology to expand local green hydrogen production pathways. Shanxi Yaxin New Energy Technology Co., Ltd. : The additional hydrogen pipeline laying project for methanol has obtained record-filing. The total investment is 2 million yuan. The pipeline starts from the Shanxi Yaxin New Energy plant area, runs along the park road, and is laid to the Lu’an Taihua plant area. Relying on the existing pipe gallery, a 1.8 km backup hydrogen transmission pipeline is newly built, which can supply up to 144 million Nm³ of hydrogen annually. The project is planned to commence in June 2026 and be completed in August, and construction may begin only after all approvals for planning, environmental protection, and safety are obtained. Sichuan Yuyan New Materials Co., Ltd. : The supporting 8,500 Nm³/h natural gas-based hydrogen production unit for Sichuan Yuyan’s 300 kt/year hydrogen peroxide project has completed full-process commissioning and successfully produced qualified hydrogen. The unit has officially entered the trial production stage, providing assurance for the stable full-load operation of the main hydrogen peroxide facility. Three Gorges Bazhou Ruoqiang Energy Co., Ltd.: The tender is now open for the hydrogen production system equipment under the provisional price of the EPC contract for the Three Gorges Ruoqiang 6×660 MW coal-fired power project. The project is located in Ruoqiang County, Bayingolin Mongolian Autonomous Prefecture, Xinjiang, supporting the planned Ruoqiang–Sichuan ultra-high voltage DC transmission project. It is planned to install six 660 MW ultra-supercritical coal-fired generating units, along with supporting environmental protection facilities. This procurement covers the plant-wide common hydrogen production equipment, including two sets of 10 Nm³/h proton exchange membrane water electrolysis hydrogen production main units and complete supporting equipment such as electric controls, hydrogen storage, pipelines, and spare parts. The equipment is expected to be delivered on truck at the Ruoqiang project site by August 2027, with the actual delivery time subject to the bid inviter’s notice. This tender explicitly does not accept consortium bids. China United Energy Group: The Jordanian Cabinet officially approved the signing of a land use agreement with China United Energy Group to jointly conduct a feasibility study for a local green hydrogen production project. This cooperation aligns with Jordan's clean energy development strategy, aiming to attract high-quality investment in green hydrogen and low-carbon fuels. Once implemented, the project will help Jordan build a regional hub for green industry and clean fuels, boost the development of the upstream and downstream green ammonia industrial chain, and expand export channels for low-carbon products to markets outside China. Shanghai International Port Group Energy Co., Ltd. : SIPG Energy's methanol bunkering vessel, "Haigang Zhiyuan," conducted a bunkering operation for Hanwha Shipping's "HMM LEAF" at anchorage, supplying 3,000 mt of domestically produced biomass green methanol. This successfully completed Shanghai Port's first anchorage green methanol bunkering and set a new record for the largest single anchorage green methanol bunkering operation in China. Following this operation, Shanghai Port's green methanol bunkering service coverage has been expanded to encompass the entire port area, with service waters extended from Yangshan Port, Waigaoqiao Port Area, and Changxing Island Shipyard to anchorage grounds, enabling flexible, customized green fuel bunkering solutions for global shipping enterprises. State Energy Group Hydrogen Technology Co., Ltd.: The first phase of the Cangzhou "Green Port, Hydrogen City" green ammonia project has been successfully mechanically completed, officially entering the integrated commissioning and feed trial operation stage. This project is Hebei Province's first 10kt-level green ammonia project. The first phase is equipped with a 50,000 mt/yr synthetic ammonia unit, relying on local wind and solar power green electricity and employing alkaline water electrolysis for hydrogen production, cryogenic nitrogen generation, and a multi-steady-state flexible synthesis process to produce green ammonia. Dongfeng Motor Group Co., Ltd.: The results were announced for potential suppliers in the procurement project for a containerized integrated hydrogen production system for the R&D Center. This procurement did not accept consortium bids. The first-ranked candidate is Beijing Hydrogen Energy Technology Co., Ltd., with a bid of 463,980 yuan; the second-ranked candidate is Xianhu Technology Co., Ltd., with a bid of 485,000 yuan; the third-ranked candidate is Shandong Saikesaisi Hydrogen Energy Co., Ltd., with a bid of 598,000 yuan. The procurer is purchasing this equipment for internal R&D work. Policy Review 1. The Ministry of Transport, the National Development and Reform Commission (NDRC), the Ministry of Industry and Information Technology (MIIT), and eight other departments jointly issued the "Implementation Plan for Promoting the Large-Scale Application of New Energy Heavy Trucks," setting multiple targets and regulating the construction of energy replenishment infrastructure. The plan proposes that by 2030, the penetration rate of new energy heavy trucks should reach 40%, with ownership exceeding 1.6 million units and accounting for approximately 20% of total heavy truck ownership. The electrification rate for short-distance transport in the Beijing-Tianjin-Hebei region and the Fenwei Plain should exceed 80%, and the freight volume share of new energy heavy trucks on expressways should reach 18%. The national plan is to deploy approximately 3,000 battery charging and swapping stations for heavy trucks, build zero-carbon freight corridors along the expressway network, and simultaneously support these with hydrogen refueling and green fuel bunkering facilities. The document specifies that highway renovation projects must synchronously plan and construct supporting clean energy facilities such as charging and battery swapping stations, hydrogen production and refueling infrastructure, and energy storage systems. Parking areas for new energy heavy trucks for charging and swapping must maintain safe distances from densely populated service areas and oil and gas stations, and facility construction must strictly adhere to mandatory national standards. The plan proposes to build a comprehensive support system encompassing infrastructure, equipment, services, standards, and policies, establishing a multi-departmental collaborative linkage and promotion mechanism. 2. The PipeChina Hydrogen Energy Storage and Transportation Technology Exchange Conference was held in Beijing. The meeting unveiled the technical plan and complete set of standards for hydrogen pipeline transmission engineering, establishing a full-chain standardized system for hydrogen storage, transportation, and delivery, filling the gap in standards for complete sets of technologies for long-distance, large-scale hydrogen pipeline transmission in China, achieving a breakthrough from single-point technological advancements to systematic application. The complete technologies cover core engineering needs such as new hydrogen pipelines and retrofitting natural gas pipelines for hydrogen blending, establishing the first hydrogen pipeline transmission technical framework suitable for six sub-scenarios within two main application categories. The supporting standards cover the entire process including pipe materials, design, construction, and safety operations and maintenance, providing technical support for the demonstration and large-scale promotion of hydrogen pipeline transmission. 3. The National Energy Administration released the "Guidelines for the Classification and Grading of Data in the Energy Industry (2026 Edition)." The document indicates that these guidelines are applicable to the classification and grading of non-sensitive data within the energy industry in the People's Republic of China. Dimensions for energy industry data classification include, but are not limited to, energy type and energy activity. By energy type, the first-level classification of energy industry data includes: coal, oil, natural gas, nuclear energy, hydropower, wind energy, solar energy, biomass energy, geothermal energy, ocean energy, electricity, hydrogen energy, etc. By energy activity, the second-level classification of energy industry data includes: planning, design, construction, production, storage and transportation, consumption, scientific research, etc. Energy industry data processors may conduct third-level and fourth-level classifications based on data content and characteristics. Company Updates Hua Shang Xia Geng Hydrogen Technology (Xiamen) Co., Ltd. : The purchase contract for a 600 Nm³ skid-mounted hydrogen production equipment unit in Italy, led by Huashang International and executed by Huashang Xiamen Hydrogen, has officially come into effect. Following the export of the same model of hydrogen production equipment to Indonesia last year, the enterprise has successfully achieved a key breakthrough in the European market. This supply involves a complete containerized hydrogen production system, encompassing a full suite of equipment including an alkaline electrolyzer, power supply, purification system, cooling system, and automatic control system. The equipment will obtain the EU "4+1" CE certification, making it the first domestically produced alkaline electrolysis hydrogen production equipment to be exported to the EU with this certification. Sungrow Hydrogen Technology Co., Ltd. : Successfully won the bid for the 45MW hydrogen production unit project at the Daye Linkong Hydrogen Energy Industrial Base, deploying a 2000 Nm³/h electrolyzer to support the green transformation of this resource-dependent city. This bid win includes five sets of 1000 Nm³/h and two sets of 2000 Nm³/h alkaline hydrogen production systems. The 2000 Nm³/h electrolyzer has undergone two years of iteration and over 4,000 hours of field testing, demonstrating stable and highly efficient performance. The excellent operational performance and highly recognized equipment and O&M services provided by Sungrow Hydrogen for the Daye Jiangqiao hydrogen production project previously laid the foundation for this renewed cooperation. Zhejiang Yuancheng New Energy Commercial Vehicle Group Co., Ltd. : Jointly built with China National Offshore Oil Corporation, Shanghai's first integrated methanol refueling station—the Jiading Xingle Methanol Refueling Station—has officially commenced operations at No. 2619 Jia'an Road, Jiading District. Dongfang Electric Corporation : The new-generation high-pressure diaphragm compressor unit, jointly developed by Xinran Group Compressor Co., Ltd. and Dongfang Electric Corporation Boiler Co., Ltd., officially began commissioning at the Xinran production site. A special acceptance expert group arrived on site to conduct comprehensive verification of equipment performance, process, and safety across all dimensions. Shanghai AnChi Technology Co., Ltd.: Officially launched the world's first four-nozzle integrated mobile hydrogen ultra-fast charging station. By entering the hydrogen-powered off-grid ultra-fast charging sector with an integrated "hydrogen-electricity-storage-charging" solution, it injects new momentum into the construction of new power systems and the green transformation of the energy structure. Shaanxi Yulin Energy Group New Energy Technology Co., Ltd. : Held cooperation discussions with China Hydrogen Energy Group Co., Ltd. and Shanghai Xinran Compressor. The three parties held in-depth discussions on matters concerning the construction of the Yulin Green Hydrogen Project, joint development of integrated energy stations, hydrogen energy equipment matching, coal chemical industry upgrades, high-end compressor matching, and local production site establishment, reaching a consensus on comprehensive industrial cooperation. NewAir (Hangzhou) Biotechnology Co., Ltd. : Formally signed a technology development cooperation agreement with China Huanqiu Contracting & Engineering Co., Ltd. The two parties will leverage their respective strengths in technological innovation and large-scale chemical engineering implementation to jointly develop a commercial process package for Flexfining™ ethanol-to-sustainable aviation fuel, opening a critical pathway for domestic alcohol-to-jet technology from laboratory scale to industrial implementation, while simultaneously planning large-scale industrial projects in and outside China. SPIC Green Energy Co., Ltd. : SPIC Green Energy signed a special cooperation agreement with the Second Research Institute of CAAC in Chengdu, marking the entry of their collaboration into a new phase of implementation. Next, the two parties will conduct in-depth cooperation focused on technological breakthroughs, standards research, industry-research integration, and talent cultivation to overcome challenges in SAF industry development, accelerate the implementation of demonstration projects, promote low-carbon aviation development, and support national energy security and the achievement of the "dual carbon" goals. Beijing SinoHy Energy Co., Ltd.: Signed a strategic cooperation memorandum with Hyundai Engineering & Construction Co., Ltd., a globally leading EPC enterprise, to jointly pursue global green hydrogen projects. According to the agreement, SinoHy Energy will contribute its technical strengths in alkaline electrolytic stacks and core hydrogen production equipment; Hyundai Engineering & Construction will leverage its experience in large-scale global energy infrastructure projects to provide system integration and EPC delivery services. The two parties will collaborate to create integrated alkaline water electrolysis hydrogen production solutions for delivery to project developers worldwide. Patent Applications 1. Shanghai Institute of Ceramics, Chinese Academy of Sciences (China) published patent CN2025110028, developing a ceramic-based anion exchange membrane with a laboratory-tested lifespan of 80,000 hours. 2. Johnson Matthey (UK) submitted patent WO2025109876, disclosing an Fe-Ni-Mo ternary non-precious metal catalyst formula with activity approaching that of platinum-based materials. Technology Footprints/Specifications 1. The team of Tong Lei and Liang Haiwei from USTC, together with Zhang Liang from Tsinghua University, proposed a Carbon Mesopore Depth Engineering (CMDE) strategy. By utilizing hollow mesoporous carbon spheres to regulate ionomer penetration depth, they addressed the inherent conflict between kinetic activity and oxygen mass transport in low-platinum fuel cells, developing a PtCo low-platinum catalyst that combines anti-poisoning properties, high mass transport, and excellent durability. Under an ultra-low platinum loading of 0.1 mgPt cm⁻², it achieved the power, activity, and durability targets stipulated by the US DOE. 2. The team of Professor Li Zhipeng from Northwestern Polytechnical University innovatively constructed a three-dimensional multi-physics field coupling model for tubular solid oxide fuel cells, systematically revealing the quantitative influence of temperature, electrode thickness, porosity, and oxygen domain geometric parameters on cell output performance. 3. China Automotive Engineering Research Institute's National Hydrogen Power Quality Inspection and Testing Center has built a 0-400kW three-axis comprehensive vibration testing platform for hydrogen-related equipment under load and opened it for commercial use, addressing the domestic gap in high-power hydrogen-related multi-physics field coupled testing. 4. The high-specific-power closed-cathode air-cooled fuel cell stack technology developed by the team of Academician Chen Zhongwei and Associate Researcher Zhang Meng at the State Key Laboratory of Energy Catalytic Conversion, Dalian Institute of Chemical Physics, has passed the scientific and technological achievement appraisal organized by the China Petroleum and Chemical Industry Federation. This technology effectively resolves the industry contradiction between water retention and oxygen mass transfer in air-cooled fuel cells, solving technical challenges such as low-humidity performance degradation, carbon corrosion, dry membrane flooding, and high-power thermal management. 5. Two group standards concerning hydrogen production by water electrolysis have been officially released and implemented: the "Technical Specification for Safety of Hydrogen Production by Water Electrolysis" and the "Method for Calculating Economic Operation Indicators for Hydrogen Production by Water Electrolysis." 6. Petronor and H2SITE are collaborating to advance membrane technology for hydrogen production, enhancing high-purity hydrogen recovery and low-carbon efficiency in refining.

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

SNEC 20th (2027) International Solar PV and Smart Energy & Energy Storage and Battery (Shanghai) Conference and Exhibition SNEC 20th (2027) International Photovoltaic Power Generation and Smart Energy Conference & Exhibition 2027 6 2-4 National Exhibition and Convention Center (Shanghai), China Songze Avenue, Qingpu District, Shanghai 333 Multi-Energy Complementarity and Integrated Development of PV, Energy Storage, and Hydrogen Pre- face: Co-organized by 25 international institutions and organizations including the Asian Photovoltaic Industry Association (APVIA), the Chinese Renewable Energy Society (CRES), the Renewable Energy Professional Committee of the China Association of Circular Economy (CREIA), the Shanghai Federation of Economic Organizations (SFEO), the Shanghai Science and Technology Exchange Center (SSTEC), and the Shanghai New Energy Industry Association (SNEIA), the “SNEC 20th (2027) International Solar PV and Smart Energy & Energy Storage and Battery (Shanghai) Conference and Exhibition” (hereinafter referred to as the “SNEC PV Conference and (Shanghai) Exhibition”) is scheduled to be grandly held in Shanghai, China, from June 2-4, 2027. The “SNEC PV Conference and (Shanghai) Exhibition” has grown from 15,000 m² at its first edition in 2007 to 360,000+ m² in 2026, attracting more than 2,800 enterprises from 95 countries and regions worldwide, with international exhibitors accounting for 30%, and has become the most influential international, professional, and large-scale PV event in China, Asia, and the world. The SNEC PV Exhibition is the world’s most professional PV exhibition, featuring exhibits including PV production equipment, materials, solar cells, PV application products and modules, as well as PV projects and systems, energy storage, mobile energy, and more, covering every segment of the PV industry chain. The SNEC PV Forum also offers an exceptionally rich and diverse range of formats, covering analysis of future market trends in the PV industry, strategies for cooperative development, policy directions of various countries, the industry’s most cutting-edge technologies, PV finance, and more, making it the best opportunity to showcase achievements to the industry. We look forward to gathering with relevant industry players from around the world in Shanghai, China, to take an industry-wide, problem-oriented perspective, jointly assess the solar PV power generation markets in China, Asia, and the world, and together lead the path of innovative development for the industry. May we meet in Shanghai in June 2026! Schedule: Move-in: May 30, 2027 13:30-18:00 May 31, 2027 & June 1, 2027 9:00-20:00 Exhibition: June 2-3, 2027 09:00-17:00 June 4 09:00-14:00 Move-out: June 4, 2027 14:00-24:00 Organizing Institutions: Approving Authority Shanghai Municipal Commission of Commerce Lead Organizers Asian Photovoltaic Industry Association (APVIA) Chinese Renewable Energy Society (CRES) Renewable Energy Professional Committee of the China Energy Research Society Shanghai Federation of Industrial Economics (SFIE) Shanghai Science and Technology Exchange Center (SSTEC) Shanghai New Energy Industry Association (SNEIA) Co-organizers Global Green Energy Industry Council (GGEIC) Asia-Pacific New Energy Industry Association (NEIAAP) China Electric Power Construction Enterprise Association (CEPCA) Photovoltaic Professional Committee of the Chinese Renewable Energy Society (CPVS) Renewable Energy Professional Committee of the China Association of Circular Economy (CREIA) Supporter Solar PV Products Sub-Council of China Chamber of Commerce for Import and Export of Machinery and Electronic Products (CCCME) Exhibition Organizers Shanghai Follow Me Technology Co., Ltd. Shanghai Solarun Exhibition Service Co., Ltd. Follow Me Int'l Exhibition USA Inc. Follow me International Exhibition Co., Ltd. Exhibit Scope (Exhibit Categories): Solar PV A. PV Production Equipment: Silicon rod, silicon lumps, and silicon ingot production equipment: complete production lines, casting ingot furnaces, crucibles, growth furnaces, and other related equipment Silicon wafer and wafer production equipment: complete production lines, cutting equipment, cleaning equipment, detection equipment, and other related equipment Battery production equipment: Complete production lines, etching equipment, cleaning equipment, diffusion furnaces, coating equipment/deposition furnaces, screen printing machines, other furnace equipment, testers and sorters, other related equipment Panel/Module production equipment: Complete production lines, testing equipment, glass cleaning equipment, tabbing/welding equipment, lamination equipment, etc. Thin-film panel production equipment: Amorphous silicon cells, CIS/CIGS cells, CdTe thin-film cells, DSSC dye-sensitized cells production technology and research equipment B. Solar Cells: Solar cell producers, module producers, module installers, agents, dealers and distributors, concentrator cells, etc. C. PV-Related Parts: Batteries, chargers, controllers, converters, recorders, inverters, monitors, mounting systems, tracking systems, solar cables, etc. D. PV Raw Materials: Polysilicon, silicon ingots/silicon lumps, silicon wafers, encapsulation glass, encapsulation film, other raw materials E. PV Application Products: Lighting products, power supply systems, portable chargers, water pumps, solar household products and other solar products F. PV Engineering and Systems: PV system integration, solar air conditioning systems, rural PV power generation systems, solar detection and control systems, solar heating system engineering, PV engineering process control, engineering management and software development systems G. System Construction Equipment and Safety Protection: Electrical construction equipment, construction vehicles, engineering machinery, maintenance tools, aerial work platforms/vehicles, scaffolding, electrical safety tools, personal protective equipment H. Others Solar Energy and Green Building: A. Solar Thermal Utilization: Solar central hot water systems, household solar water heaters, solar heat pump water heaters, solar thermal collection systems, solar heating systems, integrated solar thermal and PV products, solar water heater manufacturing equipment, solar water heater raw materials and accessories B. Solar PV and Solar Thermal Power Generation: Grid-connected PV power generation systems, off-grid PV power generation systems, PV-wind hybrid power generation systems, PV transmission and distribution equipment, PV modules and components and equipment, parabolic trough systems, tower systems, dish systems, heat collection tubes, thermal storage equipment and materials, heat exchange technology and products, high-temperature heat transfer technology and products, system control C. Solar Cooling Systems and Equipment: Solar cooling products and systems, air-source products, solar central air conditioning, ground-source heat pump air conditioning D. Solar Lighting and Building Materials: Solar lawn lights, garden lights, solar street lights and other photovoltaic lighting products, solar PV glass, solar roof modules, integrated building-integrated PV (BIPV) solutions, etc. E. LED Technology and Products: LED lighting, LED application products, display products/digital signage, parts, modules, kits, etc. F. Solar Accessories: Solar complementary automatic control devices and instruments, solar pipes and fittings, solar control systems, solar heat pipes, evacuated tube collectors, flat plate collectors, manifold headers, insulation materials, hot and cold water pumps, mounting structures, PV equipment accessories, batteries, and related production equipment and accessory materials International Energy Storage Technology and Smart Grid A. Energy Storage Technology, Equipment and Materials: Compressed air energy storage, pumped hydro storage, superconducting magnetic energy storage, flywheel energy storage, thermal/cold storage, hydrogen storage and other energy storage technologies, equipment and materials applicable to plug-in electric vehicles; various types of batteries (nickel–metal hydride batteries, lithium-ion batteries, lithium polymer batteries, lead-acid batteries, smart batteries, sodium-sulfur batteries), energy storage power supplies, supercapacitors, regenerative fuel cells, flow batteries and other technologies, equipment and materials B. Energy Storage Power Stations and EPC Projects: BMS battery management systems, PCS energy storage inverters, microgrids, EV charging and battery swapping stations and related supporting facilities C. New Energy Generation Grid Connection and Smart Transmission and Distribution: Grid-tie inverters, lightweight DC equipment, operation monitoring devices, grid-connection control systems, flexible transmission equipment, ultra-high voltage transmission equipment, high-temperature superconducting equipment, high-temperature superconducting cables, distribution automation systems and protection devices, intelligent switchgear, transformers, instrument transformers, smart components, digital substations, substation integrated automation, distribution network automation devices, online monitoring of transmission and distribution, fault diagnosis and self-healing devices, power quality monitoring, harmonic control and reactive power compensation, superconducting electrical technology, various new types of wires and cables, composite materials, safety protection D. Grid Dispatching and Automation Control: Smart grid dispatching system, integrated dispatching data platform system, grid security and control, intelligent inspection system, integrated measurement, control, protection and arc suppression line selection system, security and stability control system solutions, electric energy monitoring system and microcomputer-based relay protection, wide-area dynamic monitoring system, online grid stability monitoring system, intelligent reactive power compensation devices for distribution networks, control software, remote control and telemetry devices, large-screen display systems, power system simulation E. Smart Metering and Electricity Consumption Management: Smart meters and chips, remote/centralized meter reading systems, electricity consumption information collection systems, electricity consumption management information systems, load management terminals, monitoring systems, testing devices, metering cabinets and components, measuring instruments, sensors, semiconductors F. Smart Grid Information and Communication: IoT technology, cloud computing technology, multi-network convergence technology, transmission technology and equipment, access equipment, optical fiber cables, industrial Ethernet, data communication and network technology and related products, in-plant communication equipment, power line carrier devices, supporting equipment and instruments, digital microwave communication equipment, testing equipment and instruments, online network monitoring equipment G. Others International New Energy Vehicles and Charging Piles A. New Energy Vehicles (Passenger Vehicles / Commercial Vehicles): Electric buses and trucks, electric cars, electric sightseeing vehicles, electric golf carts, electric cleaning vehicles, hybrid buses and cars, solar EVs, light-duty EVs, hybrid vehicles (micro hybrid, mild hybrid, full hybrid, plug-in hybrid), pure electric vehicles, fuel cell vehicles, hydrogen, natural gas and other new energy clean fuels, hybrid vehicles and various low-emission, environmentally friendly and energy-saving vehicles; B. Powertrain and Drive Systems: Power batteries, battery management systems, fuel cells, hybrid systems, drive motors, electric control systems, engines, testing and repair equipment, relevant testing, monitoring and protection instruments, related technologies; C. Key Parts for New Energy Vehicles: Power capacitors, supercapacitors, flywheels, inverters, electric heat pumps, electric power steering, electric air conditioning, tires, wiring connections, electromagnetic technology, related materials; coatings, gearboxes, filters, carburetors, exhaust systems; axles, steering, braking, suspension systems; auto body accessories; motors and electrical appliances, electronic devices, electrical systems, circuits, wheel hubs, tires, etc.; D. Automotive Design: Complete vehicle design, system control design, etc. E. Charging Facilities: Charging stations, charging piles; smart network project planning and achievement display for charging stations, expansion of gas stations into charging (battery swapping) stations, display of integrated fueling and charging service stations, solar and wind energy complementary new energy vehicle charging station technology and products, charging station power distribution equipment, chargers, power monitoring systems, active power filters, transformers, distribution cabinets, cables, direct charging equipment, management auxiliary equipment, charging and swapping batteries and battery management systems, parking lot charging facilities, intelligent monitoring, charging station power supply solutions F. Others Exhibition Fees: Standard Booth (Premium, 3m x 3m ): Domestic enterprises: RMB 23,800/unit; Foreign-invested enterprises: US$4,900/unit Basic configuration: one information desk, two folding chairs, one wastepaper basket, one 220V/500W power socket, two spotlights, bilingual (Chinese and English) header board, and carpet within the booth. Indoor Bare Space (minimum 36 m²): Domestic enterprises: RMB 2,380/m 2 Foreign-invested enterprises: US$490/m 2 Notes for Exhibitors: 1. After confirming participation, exhibitors should complete the exhibition application form, affix their official seal, and fax or mail it to the organizing committee; 2. Upon receiving booth reservation fees, the organizing committee will allocate booths according to the principle of "first application, first payment, first allocation"; 3. Payment terms for exhibition fees: (1) The above exhibition fees do not include "construction deposit", "construction management fee", "facility rental fee", etc.; (2) Exhibitors who have signed contracts shall remit the deposit to the organizing committee's account within ten working days from the date of signing the contract, and fax the remittance voucher to the committee for verification; (3) The remaining exhibition fees must be remitted to the account designated by the organizing committee before December 31, 2026; 4. The order of advertisements in the conference booklet is based on the sequence of receiving advertising fees, with a deadline for inclusion of March 31, 2027; 5. The organizing committee will send the Exhibitor Manual to exhibitors in April 2027. Welcome to Inquire: Shanghai Fulimi Technology Co., Ltd. SNEC 20th (2027) International Solar PV & Smart Energy & Energy Storage & Battery (Shanghai) Conference & Exhibition Contact: Manager Wei Tel: +86-13817218765 (same as WeChat) E-mail: weiwei@snec.org.cn

Jichong Hydrogen recently made new progress in the manufacturing process of fuel cell metal plate stacks. The company's independently developed single-cell integrated manufacturing process has been successfully completed, providing new process support for the advancement of large-power fuel cell stacks towards high performance, high reliability, and low-cost mass production. The fuel cell stack is a core component of the hydrogen fuel cell system. Its manufacturing precision, sealing reliability, and single cell consistency directly affect the operational efficiency and service life of vehicles or equipment. At present, most metal plate stacks in China still adopt the traditional structure route of "bipolar plate + membrane electrode assembly," which often leads to problems such as bipolar plate warpage, insufficient stack stacking accuracy, and low assembly efficiency during production. These process difficulties not only affect the sealing performance of the stack but may also lead to a decrease in single cell consistency, thereby increasing subsequent testing, maintenance, and manufacturing costs. For the fuel cell industry that is moving towards large-scale application, how to improve stack manufacturing efficiency and reduce batch production costs has become a key aspect of enterprise competition. Focusing on industry pain points, Jichong Hydrogen, leveraging years of accumulation in the research and development and mass production of large-power metal bipolar plate stacks, has independently developed the single-cell integrated manufacturing process for metal plate stacks. This process restructures the stack assembly method from the manufacturing source, helping to reduce structural defects in traditional assembly processes and improve the stability of subsequent stacking and mass production. According to reports, the relevant process has currently completed reliability verification such as high-low temperature cycles, damp heat cycles, high-low voltage tolerance, and special medium immersion , demonstrating that it has a basis for further industrial application under complex operating conditions. The development of the new process is expected to enhance the reliability and consistency of stack products and reduce production and later operation and maintenance costs. From the perspective of industrialisation, the significance of the integrated single-cell process lies not only in a single technological breakthrough but also in providing a more efficient manufacturing pathway for the large-scale production of large-power fuel cell stacks. As application scenarios such as hydrogen heavy-duty trucks, construction machinery, ships, and stationary power generation accelerate expansion, the demand for high-power, high-durability, and low-cost stacks will continue to grow. The completion of this process development by Jichong Hydrogen will further solidify its manufacturing capabilities in the field of fuel cell metal plate stacks. In the future, as the process undergoes continuous verification and optimisation in mass production stages, the enterprise is expected to form stronger support for the localisation of core fuel cell components, cost reduction and efficiency improvement, and market promotion.

In June 2026, the hydrogen energy transportation equipment sector in the Xixian New Area saw new progress. A Skyworth-brand hydrogen fuel cell low-floor city bus, with its hydrogen core power system independently developed by resident enterprise Shengshi Yingchuang Hydrogen Energy Technology (Shaanxi) Co., Ltd. and equipped with its hydrogen fuel cell system, recently rolled off the production line. This model has been included in the 389th batch of the "Announcement of Road Motor Vehicle Manufacturers and Their Products" by the Ministry of Industry and Information Technology, laying a foundation for commercial operation. With the roll-off, Xixian New Area has added new support for the demonstration application of hydrogen fuel cell buses and the green transformation of urban transportation. It is understood that the hydrogen core power system of this city bus was entirely led and developed by Shengshi Yingchuang. The vehicle is equipped with the company's independently developed 90 kW hydrogen fuel cell system , and a Type IV high-end on-board hydrogen supply system jointly created with Beijing Tianhai. Compared with traditional battery electric buses, hydrogen fuel cell buses offer differentiated advantages in refueling efficiency, low-temperature adaptability, and long driving range operation, making them more suitable for the high-frequency, long-duration operational demands of bus routes. A relevant person in charge of Shengshi Yingchuang stated that the vehicle's power system features independent controllability, strong adaptability, and stable operation, which can improve vehicle operational efficiency while ensuring safety. The vehicle's combined driving range reaches 550 km , and with its fast hydrogen refueling capability, it can alleviate issues such as driving range decay and long refueling times that battery electric buses face in low winter temperatures, offering strong adaptability to the climatic conditions of north-west China and urban public transportation scenarios. Hydrogen energy is regarded as an important direction for green and low-carbon transition. The "Medium and Long-Term Plan for the Development of the Hydrogen Energy Industry (2021–2035)" issued by the National Development and Reform Commission and the National Energy Administration proposes to orderly promote demonstration applications in the transportation sector, focus on promoting the application of medium and heavy-duty hydrogen fuel cell vehicles, and gradually form a complementary development pattern of fuel cell electric vehicles and lithium battery electric vehicles. In the Xixian New Area, the hydrogen energy industry chain is accelerating its agglomeration. At present, the new area has attracted over a hundred hydrogen energy upstream and downstream enterprises such as Xushun Times and Shengshi Yingchuang, covering fields including PV electrolysis hydrogen production, liquid and solid-state hydrogen storage, fuel cell manufacturing, hydrogen refueling station construction, and the R&D and production of hydrogen commercial vehicles. The number of related enterprises has accounted for more than one-third of the total number of hydrogen energy enterprises in Shaanxi Province and nearly 70% of similar enterprises in Xi'an, preliminarily forming an **integrated industry ecosystem of "R&D breakthroughs, equipment manufacturing, and demonstration applications."** Going forward, Xixian New Area will continue to expand the integrated application of hydrogen energy in transportation, energy, industry, and other fields, deepen industry-university-research collaborative innovation, improve industrial supporting facilities and enterprise service systems, and attract more high-growth enterprises for cluster development. As demonstration scenarios continue to expand, the hydrogen energy industry is expected to become a significant growth point for the new area's green and low-carbon transition and high-quality development.

On June 24, 2026, Hydrexia and the Energy Research Institute @ NTU (ERI@N) of Nanyang Technological University, Singapore, signed an industry-academia research collaboration agreement. The two parties will jointly conduct R&D on the coupling of magnesium-based solid-state hydrogen storage and transport systems with solid oxide fuel cell systems , further exploring the technical possibilities for the synergistic operation of SOFC, SOEC, and magnesium-based solid-state hydrogen storage and transport products (MHX), and advancing the formation of a zero-carbon energy loop encompassing "green electricity hydrogen production, solid-state hydrogen storage, and high-temperature power generation." Hydrexia has long been committed to the industrialisation of magnesium-based solid-state hydrogen storage and has continuously pursued cutting-edge research on solid oxide fuel cells. Its self-developed magnesium-based solid-state hydrogen storage and transport system features operation at ambient temperature and pressure, high hydrogen storage density, and intrinsic safety, and has already achieved batch applications in areas such as cross-border hydrogen transport, energy storage peak shaving, and emergency power supply, forming an integrated product delivery capability from materials to systems. The key to this collaboration lies in the strong thermal energy synergy potential between SOFC/SOEC systems and magnesium-based solid-state hydrogen storage products. The high-temperature excess heat generated during SOFC operation can be used to drive the release of hydrogen from magnesium-based materials, while the heat released when magnesium-based materials absorb hydrogen can also provide a heat source for SOEC hydrogen production via electrolysis. Through thermal cycle complementarity, system energy consumption is expected to decline significantly, enabling the integrated operation of "hydrogen storage + power generation" , with overall energy efficiency potentially exceeding 90%. Leveraging ERI@N's research expertise in energy materials and electrochemical systems, alongside Hydrexia's experience in the engineering and industrialisation of hydrogen energy products, the two parties will jointly advance the development of integrated high-performance products coupling MHX with SOFC/SOEC. In the future, these technologies could be applied in scenarios such as stationary power supply for AI computing centers, long-duration hydrogen ESS power stations, zero-carbon industrial parks, and off-grid microgrids, providing support for long-cycle, stable clean power supply and facilitating the integration of renewable energy and the reduction of fossil fuel emissions. Professor Zeng Shaohua, Co-Director of ERI@N at Nanyang Technological University, Singapore, stated that the collaboration with Hydrexia reflects ERI@N's direction of translating frontier research outcomes into tangible environmental benefits. By combining ERI@N's research facilities and interdisciplinary research capabilities with Hydrexia's experience in hydrogen energy technology, both parties will jointly study the synergistic mechanisms between waste heat recovery and hydrogen storage, thereby advancing next-generation energy technologies and supporting global decarbonisation. Fang Peijun, Chairman of Hydrexia, stated that the company has continuously advanced basic R&D on SOFC and the commercialisation of magnesium-based solid-state hydrogen storage and transport products over the years. This collaboration with an international university will help break through coupling technology bottlenecks. Hydrexia will leverage ERI@N's scientific research capabilities to accelerate core system iteration and promote the transformation of laboratory results into replicable and implementable standardised products, thereby expanding the large-scale application of hydrogen energy in more scenarios. This collaboration represents not only a technical partnership between academia and industry but also a complementarity between scientific research capability and engineering capability. Looking ahead, Hydrexia will use this collaboration as a starting point to continue deepening R&D on coupling technologies for solid-state hydrogen storage and high-temperature fuel cells, refining integrated solutions across the entire hydrogen energy industry chain, and providing technical support for the high-quality development of the hydrogen energy industry and the global green, low-carbon transition.

I. Overseas Markets: Driven by Two Core Catalysts – Surging Demand for Stationary Power Generation, Supply Constraints Hinder Aviation Green Hydrogen Rollout (I) European Off-Grid Stationary Fuel Cells Secure Repeat Bulk Orders; Overseas OEMs Restructure Revenue Mix Ballard Power Systems, Canada’s leading fuel cell manufacturer, unveiled a landmark repeat order on June 15: a second 15 MW fuel cell system supply contract from a UK renewable off-grid power producer. The order covers 150 sets of 100 kW automotive-grade fuel cell modules, slated for delivery in H2 2026. These modules will be integrated into hydrogen power generators to replace conventional diesel gensets, serving off-grid power needs at construction sites, film production sets, large-scale events, and critical infrastructure. Underpinning demand remains robust: multiple European nations have rolled out policies phasing out diesel generators for construction and cultural tourism applications. Coupled with prolonged grid connection lead times for industrial parks and data centers, demand for zero-carbon off-grid power sources has expanded rapidly. UK-based GeoPura has deployed Ballard fuel cells at scale to operate charging stations and construction site power supplies, validating the technology’s commercial viability. Strong earnings reflect booming market momentum. In Q1 2026, Ballard’s stationary fuel cell business posted USD 5.2 million in revenue, skyrocketing 775% year-on-year to become the company’s second-largest revenue segment, trailing only its transit fuel cell division. This repeat order confirms sustainable, replicable growth in the overseas off-grid power segment. A new industry trend has emerged: automotive fuel cell modules are downward-compatible with stationary power applications, enabling manufacturers to amortize production costs across shared assembly lines and unlock profit upside. Parallel demand is emerging for AI computing backup power. Global tech giants are ramping up investments in hydrogen backup power. Microsoft and Amazon continue to deploy megawatt-scale fuel cell setups for data center power supply. Boasting millisecond load switching capability and zero carbon emissions, hydrogen has become the prime alternative to diesel gensets for AI computing campuses, creating dual demand alongside Europe’s construction and tourism sectors. (II) UK Launches SAF Policy Consultation; Long-Term Green Hydrogen Demand via PtL Jet Fuel Secured, Yet Severe Short-Term Capacity Gaps Persist Over the past two weeks, the UK Department for Transport (DFT) officially launched a public consultation on its mandatory sustainable aviation fuel (SAF) blending mandate, focusing on industry-wide capacity assessments for hydrogen-based power-to-liquid (PtL) fuels. The initiative signals two pivotal industry shifts: Mandatory policy locks in long-term green hydrogen demand. The UK’s SAF blending rules will take effect by end-2026, requiring 0.2% of jet fuel to come from green hydrogen-derived PtL feedstocks by 2028, rising to 3.5% by 2040. Meanwhile, caps will be imposed on waste oil-based HEFA fuel usage, forcing jet fuel producers to comply with regulations via green hydrogen paired with captured CO₂ to synthesize PtL fuels. This opens vast long-term upside for green hydrogen, with the industry widely viewing mandatory PtL blending as a core permanent growth driver for hydrogen demand. Near-term industrial bottlenecks trigger a transitional industry adjustment phase. The UK currently hosts no commercial-scale PtL jet fuel production facilities. Projects face compounded headwinds including constrained renewable power supply, elevated green hydrogen costs, limited carbon capture feedstock sources, and financing hurdles. Industry stakeholders report production timelines for advanced non-HEFA fuels lag policy targets, prompting government concerns that supply shortages will fail to meet blending obligations. The consultation will evaluate potential adjustments to HEFA volume caps and compliance frameworks. The DFT will consolidate industry feedback in autumn 2026; any policy tweaks could slow near-term investment in PtL projects, though the long-term growth thesis for green hydrogen aviation remains intact. II. Domestic China Market: Top-Tier Policy Catalysts Land, Commercialization Accelerates Across Segments, Cost Disadvantages Remain a Key Hurdle (I) Top-Down Policies Unlock New Incentives; Comprehensive Hydrogen Pilots Unleash Full Industrial Chain Potential At the start of June, three central ministries jointly issued a circular on comprehensive hydrogen application pilots, spurring intense industry discussion over policy implementation details in the subsequent two weeks. Pilots span the entire industrial chain with amplified financial support. The central government has selected urban agglomerations to carry out four-year demonstration programs, with maximum funding awards of RMB 1.6 billion per cluster. Supported use cases extend beyond traditional fuel cell vehicles to green hydrogen chemical production, hydrogen metallurgy, hydrogen-blended power generation, off-grid energy storage, and hydrogen-powered vessels. Two landmark 2030 targets have been formalized: a national fleet of 100,000 fuel cell vehicles and a retail hydrogen price of RMB 25 per kg for transport, with leading regions targeting RMB 15 per kg, laying out clear long-term scale and cost roadmaps for the sector. Leading industry experts align on the sector’s development cycle. During FCVC 2026 (June 10–12), Academician Ouyang Minggao stated the hydrogen industry has crossed the “valley of death,” identifying the next five years as a critical window for large-scale commercialization. Wan Gang, former vice chairman of the China Association for Science and Technology, called for accelerated development of wind-solar coupled green hydrogen and cross-regional hydrogen transportation corridors. Aligned policy and industrial consensus have boosted long-term sentiment among primary market investors and A-share hydrogen stock participants. (II) Segmented Commercialization Gains Traction: Industrial Green Hydrogen, Commercial Vehicles, and Domestic Equipment Exports All Deliver Growth Accelerated large-scale green hydrogen deployment in heavy industry. Ningxia Baofeng’s RMB 13.5 billion green hydrogen-coal chemical integration project has entered commissioning, delivering an annual green hydrogen output of 150,000 tons at production costs below RMB 18 per kg, setting a domestic benchmark for low-cost green hydrogen. Baosteel Zhanjiang’s million-ton hydrogen metallurgy production line has achieved full operational capacity, deploying domestically manufactured hydrogen shaft furnace technology to replace imported equipment. Massive industrial hydrogen consumption is driving upstream demand for electrolyzers. As of end-March, China’s installed renewable hydrogen production capacity exceeded 250,000 tons per annum, doubling from end-2024 levels. Scaling penetration of fuel cell commercial vehicles and two-wheelers. Regional hydrogen price data updated June 1 shows retail hydrogen prices of RMB 29–38 per kg across major domestic markets, still above the RMB 25 per kg national target. Nevertheless, 49-ton hydrogen heavy-duty trucks have cut hydrogen consumption to 8.5 kg per 100 km, undercutting diesel trucks in operating costs on select trunk haul routes. Hydrogen two-wheeler pilots are expanding rapidly, with tens of thousands of hydrogen light vehicles deployed in Chengdu, Changzhou, and Huangshi. Fast refueling and stable low-temperature driving range have unlocked new civilian niche demand. Rapid overseas expansion of domestic hydrogen equipment. At the Brazil International Hydrogen Exhibition (June 16–17), a delegation from the Daxing Hydrogen Demonstration Zone in Beijing showcased Chinese electrolyzers and hydrogen heavy-duty trucks to tap Latin American demand. Overseas demand for off-grid power and zero-emission mine power aligns with Ballard’s international order momentum, lifting export growth expectations for domestic fuel cell system and electrolyzer manufacturers. (III) Core Domestic Market Constraint: Elevated End-User Hydrogen Costs Impede Full-Scale Commercialization The latest China Hydrogen Price Index shows clean hydrogen priced at RMB 34.34 per kg in the Yangtze River Delta, RMB 38.13 per kg in the Pearl River Delta, and industrial hydrogen at RMB 29.33 per kg in Henan. Only wind- and solar-rich chemical parks in western China have achieved the RMB 18 per kg low-cost green hydrogen threshold. High costs tied to hydrogen storage and refueling infrastructure allocation erode economic viability for transportation and distributed power applications. For the near term, industry growth will remain concentrated in large-scale industrial hydrogen consumption and policy-subsidized pilot projects. Conclusion Near-term market catalysts stem from overseas power generation equipment orders, domestic pilot policy rollouts, and surging equipment exports. Over the long run, off-grid hydrogen power and green hydrogen aviation will emerge as the sector’s core high-growth tracks. The industry, however, continues to face headwinds including capacity constraints, prohibitive production costs, and project financing challenges.

Capacity-wise, according to incomplete statistics, China’s alkaline electrolyzer market stands at 43.77 GW, and the PEM electrolyzer market at 2.7 GW. This week, no offline delivery information was publicly available. Project-related updates: Jiyuan (Siping) Green Energy Co., Ltd.: SPIC Green Energy issued the termination announcement for the centralized tender of the 12th batch of infrastructure projects in 2026. The D12-01 Biochar Preparation Unit EPC General Contracting Section under the subsidiary Lishu Wind and Solar-Based Green Hydrogen Coupled with Biomass Green Methanol Project has been officially terminated. The reason cited was notification from the bid inviter, without disclosure of details such as project adjustments or plan changes. It is understood that this section planned to build a new biochar preparation unit with an annual capacity of 240,000 mt, adopting an end-to-end EPC general contracting model covering supporting systems including biomass pretreatment, drying, torrefaction, and cooling, as well as a carbon shaping core system, heat supply, conveying, civil works, and intelligentization. Huawang (Qingdao) Hydrogen Technology Group Co., Ltd.: Re-tender announcement for the general contracting of the hydrogen purification station project at the Hydrogen Industrial Park. The project is located in Dongjiakou Chemical Park, Huangdao District, Qingdao, with a total investment of 46.2968 million yuan, an engineering cost of 27 million yuan, a maximum bid ceiling of 26.8 million yuan, and a design fee ceiling of 200,000 yuan. The site covers 720 m² and includes one 5,000 Nm³/h PSA purification unit for upgrading hydrogen-rich tail gas, designed to produce over 3,600 mt/year of high-purity hydrogen with a purity ≥ 99.999%, meeting China’s national standards for vehicle-grade hydrogen. Guohua (Ningxia) New Energy Co., Ltd.: Open tender for the PC construction general contracting of the integrated hydrogen production portion of the Solar-Storage-Hybrid Off-Grid Hydrogen Production Key Technology Research and Demonstration Project. The project is located south of the Qingshuiying hydrogen production station in Ningdong Town, covering about 33 mu, with utilities relying on the existing hydrogen station. It plans six hydrogen production trains — Train E is a 1,000 Nm³/h hybrid pilot unit; Trains F through J consist of five new hydrogen production systems each rated at 1,000 Nm³/h (maximum operating load 1,200 Nm³/h), each paired with an 800 Nm³/h alkaline electrolyzer, a 200 Nm³/h PEM electrolyzer, and purification equipment, achieving hydrogen purity of 99.999%. China Coal Green Energy (Ordos) Energy Technology Co., Ltd. : The prequalification results for the basic design of the first-phase hydrogen-ammonia project and supporting utilities of the Uxin Banner Wind and Solar-Based Hydrogen-to-Ammonia Integrated Project have been published. Wuhuan Engineering Co., Ltd. ranked first with a bid price of 1.698 million yuan. Goldwind Green Hydrogen Technology (Xing’an League) Co., Ltd. : The Xing’an League Goldwind Science & Technology Wind-to-Hydrogen (Phase III) Project has released its first environmental impact assessment public notice. The project is located in the Xing'an League Economic and Technological Development Zone, an expansion project with a hydrogen production capacity of 160,000 Nm³/h. It is being constructed in three phases: the first and second phases each have a hydrogen production capacity of 32,000 Nm³/h, and upon completion of the third phase, total self-owned green hydrogen capacity will reach 224,000 Nm³/h, with an additional 56,000 Nm³/h of green hydrogen purchased externally. The supporting green methanol project has a combined capacity of 1.575 million mt across the three phases. Pre-construction work is currently progressing in an orderly manner. Guohua (Rudong) New Energy Co., Ltd.: The solar-hydrogen-energy storage integrated project has been fully completed and put into operation. It is the largest project of its kind in China and a key national PV base project, integrating PV, energy storage, and green electricity hydrogen production facilities to build a complete green electricity industry chain. The project generates 468 million kWh of electricity annually, sufficient to meet the power needs of nearly 200,000 households, and reduces carbon dioxide emissions by more than 300,000 mt per year. The energy storage system supports stable grid operation and enhances new energy consumption levels. The project produces 482 mt of high-purity green hydrogen annually, achieving zero-carbon production, with the green hydrogen supplied directly to the Yangtze River Delta region. The entire system has been commissioned and all indicators meet the standards. CSSC (Handan) Peric Hydrogen Technologies Co., Ltd.: The Shuangyashan Jixian electrolyzer project has completed filing. It is invested and constructed by Heilongjiang Hai Rui Ke Energy Technology Co., Ltd. The project is located in Jixian County, Shuangyashan City, with a total investment of 612 million yuan, including fixed asset investment of 238.7 million yuan, and a construction period of two years. It is planned to build a new production line with an annual output of 500 sets of 1,000 Nm³/h alkaline electrolyzers and complete hydrogen production equipment, with a total capacity of 2.5 GW. The project covers an area of 63.23 mu, where factory buildings, office buildings, and supporting facilities will be constructed, and equipment such as CNC machining, welding, assembly, and detection equipment will be procured. Junrui Green Hydrogen (Alxa League) Energy Co., Ltd.: A change announcement for the winning bid result of the first phase of the 14,400 mt/year green hydrogen base project in the Alxa High-tech Zone has been released. The original first-ranked winning candidate, a consortium led by Xinjiang Xingyu Construction Engineering Co., Ltd., failed to collect the bid acceptance notice within the specified time as required. According to the tender document provisions, this is deemed an automatic forfeiture of the winning qualification. After this change, the second-ranked winning candidate, a consortium led by Guangxi Construction Engineering Group No.4 Construction Engineering Co., Ltd., becomes the project's winning bidder. The winning bid amount is 915,185,806.17 yuan, and the project duration is 18 months (549 calendar days). The project had previously completed the public announcement of winning candidates and the release of the initial winning bid result in April. China Coal Green Energy (Ordos) Energy Technology Co., Ltd. : The winning bid result for the design and survey services of the first phase of China Coal Green Energy (Ordos) Uxin Banner wind-solar hydrogen production and ammonia synthesis integrated project's hydrogen production, storage, and transportation engineering has been announced. China Power Engineering Consulting Group North China Electric Power Design Institute Co., Ltd. won the bid for 4.75 million yuan. The project is located in Uxin Banner, Ordos. Phase I will construct large-scale electrolytic water-based hydrogen production equipment, spherical tanks, and solid-state hydrogen storage facilities, with a total hydrogen storage capacity of 308,000 Nm³, accompanied by supporting systems for hydrogen transport and automatic control. The project encompasses the entire industry chain of wind and solar power generation, hydrogen production and storage, and ammonia synthesis. Gansu Huanshui Energy Chemical Co., Ltd. : Gansu Huanshui Energy Chemical issued the tender announcement for the EPC contract of electrolytic hydrogen production supporting the Huadian flexible ammonia project, a key project under the Ministry of Industry and Information Technology (MIIT). Located in the Tianshui Chemical Park, Huan County, Qingyang, Gansu, the project covers an area of 524.43 mu. It will construct new facilities for sodium chloride electrolysis and mercury-free polyethylene and related supporting infrastructure, with a total investment of 2.6112 billion yuan. Relying on green electricity for production, it will produce 31.50 million Nm³ of hydrogen annually, primarily supplying the flexible ammonia project. The construction period is 24 months, and consortium bids are allowed, with a maximum of 4 members; the lead partner must possess construction qualifications. Sinopec Xinxing Xinjiang Green Hydrogen New Energy Co., Ltd. : The candidate for the general construction contracting (Section 1) of the new-type electrolyzer industrial application demonstration project was announced, with Sinopec Henan Oil Construction Engineering Co., Ltd. ranking first. The project will build multiple electrolyzer testing platforms, along with supporting civil engineering, substation, automatic control, and fire protection facilities, covering construction, material procurement, and subsequent maintenance and related work. Zhongxiang Fuguang Energy Technology Co., Ltd.: The integrated energy project coupling green electricity-based hydrogen production with CO₂ capture has been filed in Zhongxiang city, Jingmen, Hubei. With a total investment of 2.8 billion yuan, the project focuses on green hydrogen preparation, direct air carbon capture, and green fuel synthesis. Once completed, it is expected to produce 10,000 mt of green hydrogen, 10,000 mt of sustainable aviation fuel (SAF), and 150,000 mt of China VI standard diesel annually, with construction scheduled to start in February 2027. The project site is in Zhongxiang city, planned to lease 1,000 mu of land, and will construct 260,000 m² of new factory buildings, a 20,000 m² standardized hydrogen storage yard, and supporting auxiliary facilities, procuring 216 units (sets) of core equipment including electrolyzers, storage tanks, and control systems. Shanghai Yiwei Industrial Technology Co., Ltd.: won the bid for the general contracting project of the 1500Nm³/h integrated biomethane-based hydrogen production and refueling station in Pinggu Mafang for Beijing Gas. This project is Pinggu's first integrated hydrogen production and refueling demonstration project and a key demonstration project for Beijing Gas to promote green energy transition. The project is configured with three Hysail-500Nm³/h containerized hydrogen generators, with a total production capacity of 1500Nm³/h. Leveraging biomethane-based hydrogen production technology, it creates a model of 'on-site production, immediate refueling, and nearby consumption,' yielding 99.999% high-purity hydrogen compliant with the GB/T37244-2018 national standard for vehicle hydrogen. Once completed, it will become a critical hub for hydrogen energy supply in eastern Beijing. Policy Review 1. The National Development and Reform Commission (NDRC) and other departments issued a notice on printing and distributing the "Guidelines for Accounting Non-Fossil Energy Electricity Consumption (Trial)". The content pointed out the need to strengthen alignment with energy statistics and carbon emission accounting systems, holistically consider factors such as physical connections, electricity energy trading, and green electricity certificate trading, and clearly categorize the rules for recognizing non-fossil energy electricity consumption and the accounting methods for users at the province (autonomous region, municipality directly under the central government; the same hereinafter) and city (prefectural) levels. Recognition methods for non-fossil energy electricity consumption: Physical Recognition. Self-generated and self-consumed non-fossil energy electricity and self-consumed electricity from new business models like direct green electricity connections are recognized as the electricity user's non-fossil energy electricity consumption. Electricity consumed for the production of non-fossil energy power generation projects is recognized as the generation enterprise's non-fossil energy electricity consumption. Transaction Recognition, encompassing electricity energy trading (including conventional non-fossil energy electricity trading, green electricity trading, etc.; the same hereinafter) and green certificate trading (including green certificate transfers, etc.; the same hereinafter). 2. The Energy Bureau of Jilin Province and the Development and Reform Commission of Jilin Province jointly issued the notice on the "Implementation Plan for Accelerating the Integrated and Converged Development of New Energy in Jilin Province". Overall goal: By 2030, integrated and converged development shall become a major approach for new energy expansion in the province, with new scenarios featuring integration and convergence emerging continuously. The province's new energy development model will become more flexible, consumption channels more diverse, application scenarios richer, and the electricity market more dynamic, with over 50 new integrated application projects and scenarios being newly established, strongly supporting the comprehensive green transformation of the province's economic and social development. 3. The Administration for Market Regulation of Guangdong Province issued a notice soliciting opinions on the provincial local standard "Operational Specifications for Integrated Hydrogen Production, Storage, and Refueling Equipment (Draft for Review)". The document states that this standard specifies the basic requirements, personnel management, equipment and facility management, hydrogen quality management, refueling operation management, safety management, archive management, and data recording for the operation of integrated hydrogen production, storage, and refueling equipment. Corporate Dynamics Guohong Hydrogen Energy Technology (Jiaxing) Co., Ltd. : Hydrogen heavy-duty trucks from Hongjing Logistics, equipped with Guohong Hydrogen Energy fuel cell systems, officially commenced commercial operation in Xinjiang. The first batch of vehicles departed fully loaded with coke from the Yongxin Coal Chemical Plant in Fukang city, traveling 130 km one way to arrive at the Urumqi Bayi Steel Plant. Beijing Future Hydrogen Energy Technology Co., Ltd. : drafted and released the group standard "Long-term Stability Assessment Method for AEM Water Electrolysis Hydrogen Production Membrane Materials"(T/CIET 2226-2026). Hubei Inteli Electric Co., Ltd. : has seen its cumulative hydrogen project performance in the European export market exceed 1GW. It previously secured contracts to supply 38 units of 4000 Nm³ (alkaline) hydrogen production power supply equipment for a green hydrogen green steel project and 50MW megawatt-class IGBT PWM hydrogen production power supplies for a petrochemical enterprise in Greece. Sungrow Hydrogen Energy Technology Co., Ltd. : won the bid for the green hydrogen coupling coal chemical section of the first-phase project of the 600,000 kW off-grid renewable energy-based hydrogen production project in the Pingshuo coal mining subsidence area of China Coal Group, becoming the primary supplier of alkaline electrolyzer packages for this project with a 48MW scale. The project adopts a pure off-grid hydrogen production technology route, relying on PV and other renewable energy sources to produce green hydrogen, which is directly supplied to coal chemical production lines. It serves as a benchmark project for low-carbon transition using wind and solar hydrogen production in the coal mining industry. According to the supply plan, Sungrow Hydrogen will provide 8 units of 1200Nm³/h electrolyzers, 2 sets of 4800Nm³/h gas-liquid separation and purification systems, along with its self-developed '4-to-1' flexible hydrogen production integrated solution, effectively enhancing the integration level of the equipment package and the long-term operational economy. The company's relevant off-grid hydrogen production package system has undergone long-term verification at a 30MW electrolytic water hydrogen production empirical base, possessing core advantages such as wide load regulation, millisecond-level power response, and long-cycle stable operation, perfectly adapting to fluctuating PV power conditions and addressing pain points in off-grid hydrogen production operations. Anscombe (Beijing) Hydrogen Energy Technology Co., Ltd.: successfully won the bid for the green hydrogen coupling coal chemical section of the first-phase project of the 600,000 kW off-grid renewable energy-based hydrogen production project in the Pingshuo coal mining subsidence area of China Coal Group. The project utilizes an off-grid hydrogen production model, preparing green hydrogen from PV renewable energy, with the hydrogen output supplied directly for coal chemical production use. This project is a core initiative of China Coal Group's 'green hydrogen + coal chemical' coupled low-carbon pathway. Its scale is leading, and the off-grid operation mode imposes extremely high technical requirements on hydrogen equipment enterprises for system integration and adaptability to fluctuating new energy conditions. According to the cooperation plan, Anscombe will supply 4 units of 1200Nm³/h electrolyzers, 1 set of 4800Nm³/h gas-liquid separation and purification system, and provide a '4-to-1' flexible hydrogen production overall solution, comprehensively matching unstable off-grid wind/solar power operating conditions. Transportation Energy Company of Yanchang Petroleum & Gas Group: The hydrogen refueling demonstration station it constructed at the Fuping Service Area (North Zone) on the G5 Beijing-Kunming Expressway has successfully achieved mechanical completion and entered the feed test phase. This station is the first hydrogen refueling demonstration station on an expressway in north-west China, with a total investment exceeding 18.30 million yuan. It is a standardized Level 3 hydrogen refueling station, designed with a daily refueling capacity of 1,000 kg, equipped with an intelligent hydrogen refueling management and control system, capable of serving hydrogen-powered heavy-duty trucks and intercity buses, improving the Shaanxi expressway hydrogen energy supply network. Ai Hydrogen Technology (Group) Co., Ltd. : signed the contract for the western China integrated solid-state hydrogen production, storage, and utilization project with the People's Government of Zhong County, Chongqing. The project will address the shortage of hydrogen sources in Chongqing and guarantee hydrogen demand for transportation and industrial users in eastern Chongqing during the '15th Five-Year Plan' period. Relying on the enterprise's proprietary magnesium-based solid-state hydrogen storage core technology, the project can solve industry challenges such as high hydrogen storage and transportation costs and insufficient safety, enabling large-scale, low-cost, and safe hydrogen storage and transport. China Power Engineering Consulting Group Co., Ltd. : The 10,000 mt-level biomass pressurized gasification pilot plant successfully completed a 72-hour continuous operation test. Industry experts witnessed that the parameters were stable, the equipment operated normally, and multiple core capabilities were verified, marking key progress in the engineering R&D of this technology. The project was led by CPEIC Zhonghe Institute, collaborating with multiple entities to systematically verify biomass pressurized gasification, operating condition optimization, and engineering scale-up aspects. Lanzhou LS Group Co., Ltd.: its self-developed 1000 Nm³ PEM electrolytic water hydrogen production system successfully passed industrial testing. The project's hydrogen production power supply was provided by Hubei Inteli Electric, featured a containerized integrated solution; the equipment completed installation and commissioning ex-factory, offering convenient deployment and strong adaptability, which can effectively shorten construction periods. Patent Applications 1. Shanghai Institute of Ceramics, Chinese Academy of Sciences (China), published patent CN2025110028, developing a ceramic-based anion exchange membrane with a laboratory-tested lifespan of 80,000 hours. 2. Johnson Matthey (UK), submitted patent WO2025109876, disclosing an Fe-Ni-Mo ternary non-precious metal catalyst formulation, with activity approaching that of platinum-based materials. Technical Footprints / Technical Specifications 1. Lei Tong, Haiwei Liang from USTC, and Liang Zhang's team from Tsinghua University proposed the Carbon Mesoporous Depth Engineering (CMDE) strategy. By utilizing hollow mesoporous carbon spheres to regulate ionomer penetration depth, it resolves the inherent contradiction between kinetic activity and oxygen mass transport in low-platinum fuel cells, developing a PtCo low-platinum catalyst that balances poisoning resistance, high mass transport, and excellent durability, achieving power, activity, and durability targets set by the US DOE at an ultra-low platinum loading of 0.1mgPt cm⁻². 2. Professor Zhizhang Li's team at Northwestern Polytechnical University innovatively constructed a three-dimensional multi-physics field coupled model for tubular solid oxide fuel cells, systematically revealing the quantitative influence rules of temperature, electrode thickness, porosity, and oxygen domain geometric parameters on battery output performance. 3. China Automotive Engineering Research Institute's National Hydrogen Energy Power Quality Inspection and Testing Center completed a 0-400 kW hydrogen-involved load-bearing three-comprehensive vibration testing platform and opened it for commercial use, addressing the gap in domestic testing for high-power, hydrogen-involved multi-physics coupling. 4. The high specific power cathode closed-cathode air-cooled stack technology developed by the team of Academician Zhongwei Chen and Associate Researcher Meng Zhang at the Dalian Institute of Chemical Physics' State Key Laboratory of Energy Catalysis and Conversion passed the scientific and technological achievement appraisal by the China Petroleum and Chemical Industry Federation. This technology effectively overcomes the industry contradiction between water retention and oxygen mass transport in air-cooled fuel cells, solving technical challenges such as low-humidity performance degradation, carbon corrosion, dry membrane water flooding, and high-power thermal management. 5. Two group standards related to water electrolysis-based hydrogen production were officially released and implemented, namely "Safety Technical Specifications for Water Electrolysis Hydrogen Production" and "Economic Performance Indicator Calculation Methods for Water Electrolysis Hydrogen Production." 6. Petronor and H2SITE collaborate to advance membrane technology for hydrogen production, enhancing high-purity hydrogen in refining and low-carbon efficiency.