Capacity side, according to incomplete statistics, China’s alkaline electrolyser market remained at 43.77 GW and the PEM electrolyser market remained at 2.7 GW, with no new capacity added. There was no offline delivery information this week. Project-related updates: PetroChina Shenzhen New Energy Research Institute Co., Ltd.: It issued a processing tender for its brine hydrogen production electrolyser. Funding for the tender project was self-raised by the enterprise, with a contribution ratio of 100%. It is understood that procurement of necessary raw materials and components included, but was not limited to, integrated electrolyser materials such as electrodes, end plates, bipolar plates, separators, and gaskets. Suppliers were also required to provide essential auxiliary accessories for the electrolyser, including cooling towers, chillers, and potassium hydroxide, in accordance with the purchaser’s requirements. Guangxi University of Science and Technology: It procured a hydrogen-fuel low-speed hybrid autonomous vehicle experimental system from Hefei Zhongke Shengu Technology Development Co., Ltd., with a transaction price of 844,800 yuan. Dalian Institute of Chemical Physics, Chinese Academy of Sciences: It issued a procurement notice for a 500 W hydrogen fuel cell testing platform. It is understood that the testing platform will be used for performance, efficiency, and durability testing of 500 W-class hydrogen fuel cell stacks and single cells. CGN New Energy Holdings Co., Ltd.: The Jilin Hydrogen Future Energy Factory Integrated Energy Project issued a procurement notice for an energy-saving assessment report. It is understood that the project had successively completed procurement for reports including water resources assessment, feasibility study, land-use pre-examination, hydrogen pipeline design, and power market analysis. Shaanxi Hydrogen Energy Industry Development Co., Ltd.: It released a public notice on the social stability risk assessment survey for Phase I of the 30 GW new energy green hydrogen production and hydrogen pipeline project (Inner Mongolia section). According to the notice, the project is located in Tuke Town, Uxin Banner, Ordos, Inner Mongolia Autonomous Region. It is understood that the hydrogen pipeline route is 19.6 km long, with a design pressure of 6.3 MPa, and uses L290QH steel pipe material (seamless steel pipe). Total project investment is about 449.38 million yuan. Allocated by route length (with the Uxin Banner section accounting for 53.4%), the estimated investment within the area is about 239.97 million yuan. The project construction period is 2026–2028. PetroChina Shenzhen New Energy Research Institute Co., Ltd. : Its hydrogen energy R&D department plans to custom-process one set of MW-class brine hydrogen production electrolyser equipment, with hydrogen production capacity of no less than 200 Nm³/h. Tender scope: procurement of one set of brine hydrogen production electrolyser equipment. Shanghai Electric Group Company Limited: It officially signed the Phase I project of the Inner Mongolia Baofeng coal-based new materials wind and solar power hydrogen production project. According to the agreement, Shanghai Electric will provide eight 1,250 Nm³/h alkaline electrolysers, the world’s largest single-set 5,000 Nm³/h separation and purification system, and an industry-first outdoor three-dimensional layout solution. Suqian Green Energy Hydrogen Innovation Technology Co., Ltd.: During the 5th China International Hydrogen Energy and Fuel Cell Industry Exhibition, Suqian Green Energy Hydrogen Innovation Technology Co., Ltd. and China Power Engineering Consulting Group Northwest Electric Power Design Institute Co., Ltd. held a strategic cooperation signing ceremony at the China National Convention Center in Beijing for a domestic MW-class AEM electrolyser testing project. Shenneng Northern Energy Holdings Co., Ltd.: It issued procurement for the preparation of a feasibility study report for the Etuoke Banner wind power hydrogen production integration green application project (Phase II), covering hydrogen production by water electrolysis and SAF synthesis. It is understood that the Etuoke Banner 505 MW wind and solar power hydrogen production integration green ammonia synthesis project (Phase I) was successfully selected in October 2025 as one of the first batch of hydrogen energy pilot projects in China’s energy sector, and is planned to be fully completed and put into operation in August 2026. Policy Review​ 1. Notice of the Ministry of Industry and Information Technology and three other departments on issuing the Implementation Plan for the High-Quality Development of Energy-Saving Equipment (2026–2028). The document stated that by 2028, mass-produced water electrolysis hydrogen production equipment should achieve DC power consumption of less than 4.2 kWh/Nm³ under rated operating conditions. 2. Notice of the General Office of the National Energy Administration on issuing the Guidelines for the Establishment of 2026 Energy Industry Standard Plans. The key areas for the 2026 energy industry standard plan include eight items. In the hydrogen energy field, key directions include fundamentals and general applications, hydrogen production and conversion, hydrogen storage and transportation, hydrogen refuelling, hydrogen power and power generation, and hydrogen equipment. 3. Ministry of Commerce Announcement No. 18 of 2026: announcement of the launch of a trade barrier investigation into US practices and measures that hinder trade in green products. Preliminary evidence and information obtained by the Ministry of Commerce showed that the US had implemented multiple practices and measures in trade-related areas that hinder trade in green products, including but not limited to restricting exports of green products to the US, slowing new energy deployment, and restricting technology cooperation related to green products. Enterprise Updates​​ Xieqing (Shanghai) New Energy Technology Co., Ltd.: Its hydrogen-powered drone H100 was officially put into use for material transport by China Post in Suibin County/Bayan County, Heilongjiang, entering the stage of regularised operations. Henan Junheng Industrial Group Biotechnology Co., Ltd. : Five reactors for its 1 million mt/year waste oil and fat processing sustainable aviation fuel project were successfully hoisted into place. Hubei Yingteli Electric Co., Ltd.: The two sets of thousand-cubic-metre-class IGBT hydrogen production power supplies it provided were successfully applied in South Korea’s first off-grid green hydrogen production project. Ordos Hanxia New Energy Co., Ltd. : At the hydrogen production plant of the Narisong PV hydrogen production industry demonstration project in Jungar Banner, Ordos, Inner Mongolia Autonomous Region, the first truckload of 99.999% national-standard high-purity green hydrogen in 2026 was successfully dispatched after filling operations were completed. Hydshine Energy (Shenzhen) Co., Ltd.: It announced the completion of its Pre-B round of financing. This round was exclusively strategically invested by the Shenzhen Energy Storage Fund. It is understood that the funds will be mainly used for global market expansion, next-generation product R&D, and industrialisation capabilities. Shanghai Hydrogen Energy Group Co., Ltd.: It was successfully recognised as a “Shanghai Specialised, Sophisticated, Distinctive and Innovative SME” in the first batch list of Shanghai specialised and sophisticated small and medium-sized enterprises. Tianneng Battery Group Co., Ltd. : During the Tianneng 2026 Spring New Product Launch held in Tianjin, Tianneng signed strategic cooperation agreements with multiple partners on hydrogen fuel cells and solid-state batteries. In hydrogen energy, Tianneng joined hands with Guangdong Vision Holding Group and Tianjin Weida Space Technology to deepen the deployment of hydrogen-powered shared bicycle scenarios and promote the rollout of this model in more cities. ​​Patent Applications​​ 1. Shanghai Institute of Ceramics, Chinese Academy of Sciences​​ (China) disclosed patent CN2025110028, developing a ceramic-based anion exchange membrane with a laboratory-tested lifespan of 80,000 hours. ​​2. Johnson Matthey​​ (UK) filed patent WO2025109876, disclosing an Fe-Ni-Mo ternary non-precious metal catalyst formulation with activity close to platinum-based materials. Technology Footprint/Technical Specifications​​ 1. Professor Yu Ying’s team at Central China Normal University developed a three-dimensional graded nanostructured catalytic electrode, a core part for seawater hydrogen production. 2. Dalian University of Technology designed an electron-pump catalyst with an asymmetric photoresponse structure to maintain asymmetry in electron distribution. 3.​​Research teams from the School of Electrical Engineering at Xi’an Jiaotong University and the State Key Laboratory of Electrical Materials and Electrical Insulation successfully developed a Ru/Ti3C2Ox@NF bifunctional electrocatalyst for seawater electrolysis. 4. Johnson Matthey and Syensqo achieved efficient recycling and reuse of platinum group metals and ionomers in PEM fuel cells and electrolysers, significantly reducing the carbon footprint. 5. Teams from Xi’an Jiaotong University and Peking University jointly developed a new-type osmium-based catalyst, significantly improving the efficiency and economics of AEM water electrolysis hydrogen production and supporting the scale-up of low-cost green hydrogen.

Capacity side, according to incomplete statistics, China’s alkaline electrolyzer market remained at 43.77 GW, and the PEM electrolyzer market remained at 2.7 GW, with no new capacity added. No offline delivery information was available this week. Project-related updates: Guohua (Ningxia) New Energy Co., Ltd.: A price inquiry procurement was issued for the pre-feasibility study report preparation service for the Guohua Ningxia 100,000-mt Green Hydrogen Energy Supply Base Project (chemical section). It was understood that the Ningdong water electrolysis hydrogen production project of Guohua Ningxia had already put into operation a scale of 20,000 Nm³/h, with 6,000 Nm³/h under construction. Datang Inner Mongolia Duolun Coal Chemical Co., Ltd.: An inquiry-based procurement was launched for the feasibility study and green methanol certification consulting technical services for the CNCEC Duolun Coal Chemical coal-based process biomass co-firing coupled with green electricity green methanol production project. It was understood that the Datang Duolun 150,000-kW wind and solar power hydrogen production integrated demonstration project was China’s first medium-to-large-scale technology demonstration project for off-grid wind and solar power hydrogen production deeply coupled with coal chemical engineering. It was invested in and constructed by Datang Duolun Ruiyuan New Energy Co., Ltd., with a total investment of approximately 1.3 billion yuan. Construction officially began in November 2023, hydrogen was successfully produced on December 29, 2024, and it was formally connected to grid and put into operation on January 17, 2025. Shaanxi Construction Installation Group Co., Ltd.: The Guyang-Baiyun Obo gas transmission pipeline project, undertaken by Shaanxi Construction Installation Group, reached a major milestone, with its Guyang initial station and valve chamber having successfully passed completion acceptance. It was reported that the gas transmission pipeline project has a 20% hydrogen blending transmission capacity and is a key planned construction project under the “county-to-county coverage in western Inner Mongolia” initiative in the Inner Mongolia Autonomous Region’s 14th Five-Year Plan for oil and gas development. The pipeline has a total length of 125 km, starting from the Guyang initial station and generally running from south to north, successively passing through Guyang County, Darhan Muminggan Banner, and the Baiyun Obo mining district in Baotou City, and ultimately reaching Barun Industrial Park. Jiamusi Hanya New Energy Co., Ltd.: The Jiamusi Hanya wind power hydrogen production synthetic green methanol integrated project was filed. The project is located in Heilongjiang Province, with a total investment of 4 billion yuan. Construction scale and contents: mainly the construction of a 300,000-mt green methanol production unit and a thermal energy storage unit, with a planned land area of approximately 350,000 m². Windey Energy Technology Group Co., Ltd.: The list of winning candidates was announced for the biomass gasification process package and technical services project for the first-phase Handan Biomass Green Methanol Project. The top-ranked winning candidate was East China Engineering Science and Technology Co., Ltd. It was understood that East China Engineering has extensive experience in the gasification field, with experience in the design, construction, EPC general contracting, commissioning, and operation of more than 100 gasifiers, covering various mainstream processes such as fixed bed, fluidized bed, and entrained-flow bed. Zhongqing Xinneng (Baotou) Equipment Co., Ltd.: The annual production project for 100,000 hydrogen storage cylinders for hydrogen two-wheelers was filed. The project is located in Kundulun District, Baotou City, Inner Mongolia Autonomous Region. It plans to build a production line with an annual capacity of 100,000 hydrogen storage cylinders for hydrogen two-wheelers, including production workshop renovation and supporting utilities. Annual output value will reach 100 million yuan. The planned construction period is from April 2026 to September 2026. Shenneng North (Otog Banner) Energy Co., Ltd.: The change to the 30 MW-class pure hydrogen gas turbine hydrogen energy storage demonstration project under the Otog Banner integrated wind and solar power hydrogen production and green ammonia synthesis project was filed. After the change, the project site is located in the eastern project area of the Ordos Otog Economic Development Zone, within Shenneng's water electrolysis hydrogen production station in Ordos City, Otog Banner, bounded to the north by the green hydrogen-to-green ammonia project under the Otog Banner integrated wind and solar power hydrogen production and green ammonia synthesis project, to the east by Jingsan Street, to the west by Jinger Street, and to the south by Weisi Road. Construction scale and content: the project covers an area of 500 sq m, of which the hydrogen gas turbine occupies 300 sq m. As a hydrogen energy storage demonstration project, it includes one 30 MW pure hydrogen gas turbine, generator, hydrogen storage equipment, and supporting facilities. Through wind and solar power generation and water electrolysis for hydrogen production, the project has a total hydrogen storage capacity of 360,000 Nm³, an effective hydrogen storage volume of 270,000 Nm³, and is equipped with 12 spherical hydrogen storage tanks, each with a water capacity of 1,875 m³. Jiyuan (Siping) Green Energy Co., Ltd.: The EPC tender for the hydrogen production works of the SPIC Green Energy Lishu wind and solar power hydrogen production, biomass-coupled green methanol project was released. It is understood that the project is located in the chemical park of the Siping New-type Industrialized Economic Development Zone, Lishu County, Siping City, Jilin Province. It adopts a green hydrogen coupled with biomass gasification process to synthesize 197,200 mt/year of methanol, started construction in August 2025, and is expected to be commissioned in September 2027. The project includes three hydrogen production workshops. Workshops No. 1 and No. 2 each are arranged with 12 sets of 1,000 Nm³/h alkaline electrolytic hydrogen production electrolyzers plus three sets of 4,000 Nm³/h hydrogen purification units; Workshop No. 3 is arranged with four sets of 1,000 Nm³/h alkaline electrolytic hydrogen production electrolyzers plus one set of 4,000 Nm³/h gas-liquid separation unit, among others. Sinopec Sales Co., Ltd. Tibet Petroleum Branch : The tender notice for Section I of the general construction contracting project for the Shannan hydrogen-oxygen combined supply project was released. The construction site is in Naidong District, Shannan City, Tibet Autonomous Region; the planned construction period is 180 days; the estimated contract value for the section is 27.23 million yuan (tax included); the hydrogen production portion of the section tender includes an IGBT rectifier and control system skid, hydrogen production skid, oxygen purification unit, pure water machine and chiller unit skid, and related supporting facilities, while the hydrogen refueling portion includes a 35 MPa dual-nozzle hydrogen dispenser, 45 MPa hydrogen compressor skid, 45 MPa hydrogen storage cylinder bank, and sequence control panel. Ming Yang Smart Energy Group Co., Ltd.: It held a signing ceremony at Ming Yang Group headquarters for the hydrogen-fueled gas turbine complete-unit R&D and manufacturing project with the People's Government of Hudai Town, Binhu District, Wuxi City, Jiangsu Province, with both parties formally reaching a strategic cooperation agreement. Sichuan Zhongke Hydrogen Energy Technology Co., Ltd. : First Public Notice of Environmental Impact Assessment Information for Phase II of the Integrated Energy Station Project Featuring Hydropower, Wind and Solar Power, Hydrogen, and Natural Gas Multi-Energy Complementarity. According to the document, Phase II of the integrated energy station project featuring hydropower, wind and solar power, hydrogen, and natural gas multi-energy complementarity is located in Nanchong High-tech Zone, with Sichuan Zhongke Hydrogen Energy Technology Co., Ltd. as the project developer. It will build an integrated hydrogen production and refueling station, along with supporting public utility facilities, to realise the hydrogen refueling function of the integrated energy station for hydrogen-powered vehicles, and will also build one hydrogen energy industry R&D production site. GRINM Engineering Institute Co., Ltd. : The new materials pilot platform in Huairou Science City completed final acceptance upon completion, and four key pilot lines, including solid-state hydrogen storage and ceramic co-firing materials, entered the stage of commissioning and line integration. Among them, the total investment in the solid-state hydrogen storage project is 14.5 million yuan, and the total investment in the ceramic co-firing materials project is 12 million yuan, which will support the commercialisation of new material achievements and the industrialisation of hydrogen energy and key electronic materials. Policy Review​ 1. The Ministry of Industry and Information Technology, the Ministry of Finance, and the National Development and Reform Commission (NDRC) issued a notice on carrying out pilot work for the comprehensive application of hydrogen energy. The document states that by 2030, hydrogen energy in city clusters is expected to achieve large-scale application across diverse fields, and the average price of hydrogen for end-use is expected to fall below 25 yuan/kg, with efforts to reduce it to around 15 yuan/kg in certain advantaged regions; national fuel cell vehicle ownership is expected to double from the 2025 level, with efforts to reach 100,000 units. Through the expansion of application scale, it will promote innovative breakthroughs in hydrogen energy application technologies, processes, and equipment, realise iterative upgrades of fuel cells, electrolyzers, storage and transportation devices, and materials, and promote hydrogen energy as a new economic growth driver to support a comprehensive green transformation of economic and social development. 2. The People's Government of Hunan Province issued the Hunan Province 2026 Plan for National Economic and Social Development. The document states that efforts will be made to advance the circular economy and cleaner production and build a number of zero-carbon parks and zero-carbon factories. It is expected to accelerate the green and low-carbon transformation of the energy system, optimise the management of new energy project pipelines, and speed up the construction of key wind and solar power projects. It will expand green energy consumption scenarios and implement a three-year doubling plan for the service capacity of charging facilities. It will also actively develop the hydrogen energy industry and expand the scale of natural gas utilisation. 3. With the approval of the National Energy Administration, the Standardization Technical Committee for Hydrogen Energy in the Energy Industry was established in Beijing. The establishment of this committee was intended to improve the industry standards system, lead technological innovation, and regulate market order. Enterprise Developments Haida Qingneng Ship (Dalian) Co., Ltd.: The nation's first inland 64-TEU hydrogen fuel cell-powered container vessel, Dongfang Qinggang, for which it supplied the powertrain, successfully completed its first long-distance trial voyage. The entire system operated stably, the navigation performance was excellent, and the trial voyage was a complete success. Hydrogen Power (Beijing) Technology Services Co., Ltd.: 100 hydrogen-powered refrigerated trucks were officially delivered to Hydrogen Cheng Times and will be operated by Hydrogen Power Technology as the agent. Rongcheng New Energy Group: Successfully delivered 50 hydrogen-powered heavy trucks to Cangzhou Huagang International Logistics Co., Ltd. This batch of vehicles will be put into service on the transport route from Huanghua Port to the Shandong Lubei Aluminum Industry Base. CSSC Engine Co., Ltd.: Its WinGD6X72DF-A-1.0 ammonia-fueled low-speed engine successfully passed functional integration approval and bench testing, and was successfully delivered in Qingdao. It is understood that this was the first ammonia-fueled marine engine in China to be formally delivered as a commercial product. Aerospace Engineering Company: Signed contracts for two major green hydrogen engineering projects in succession, namely the hydrogen refueling station water electrolysis hydrogen production project of Zhongqing Energy Development (Shandong) Co., Ltd., and the electrolytic hydrogen production unit project for the Inner Mongolia Fenglü green hydrogen-coupled coal-to-olefins project. For these two projects, Aerospace Engineering Company will provide a total of 16 sets of HTJSDJ-1000/1.6 alkaline electrolyzers, together with supporting post-processing systems and utility engineering equipment, and will be responsible for engineering design. This cooperation marked Aerospace Engineering Company's simultaneous breakthroughs in the two major fields of green transportation and green hydrogen chemicals. Qinghang Times (Shenzhen) Technology Co., Ltd. : Qinghang Times was established on January 5, 2026, with a registered capital of 1 million yuan and legal representative He Rongjie. Founded by a Tsinghua University master's and doctoral team, it received support from Tsinghua entrepreneurship and innovation platforms including Tsinghua i-Space and Tsinghua Chuang+, and was selected for the Sci-Tech Innovation Light "Future Tech Innovators Program." With a technical solution combining liquid hydrogen storage and a high-temperature PEM hydrogen-electric coupling system, it increases aircraft driving range by more than 10 times and payload capacity by 2-3 times. Recently, it completed seed-round financing of several million yuan, with the investor undisclosed. Shenzhen Hydrogen Zhi Energy Co., Ltd.: Completed A+ round financing, with Shenzhen Energy Investment as the investor. Anhui Mashui New Energy Technology Co., Ltd. : Anhui Mashui Technology completed A-round financing of over 100 million yuan, led by NIO Capital. This round of funding will be used primarily to fulfill large orders, increase R&D reserves, support new factory construction, and cover daily operations, so as to drive the integration and upgrading of the industry chain. China Energy Engineering Corporation Research Institute: The kick-off meeting for the international standard High-Pressure Liquid Hydrogen Pump for Hydrogen Refueling Stations, led and submitted by the Low-Carbon Institute, was held online. Since the standard was approved for project initiation in November last year, this meeting clarified the advancement plan and technical roadmap, bringing together 20 experts from China, the United States, Germany, France, Russia, Japan, and the European Industrial Gases Association, who reached consensus on core issues such as the standard’s scope and application scenarios, thereby laying a solid foundation for the high-quality and timely delivery of the standard. Jiangsu Guofu Hydrogen Energy Equipment Co., Ltd. : A delegation from Thailand’s water, electricity, and related institutions came to China for exchanges on the new energy industry and made a special trip to Zhangjiagang, Jiangsu, to visit the rooftop PV hydrogen production project jointly developed by Zonergy and Guofu Hydrogen Energy. It was understood that the project relied on a distributed PV system installed on factory rooftops and used PV power generation to provide clean and stable electricity for enterprise production and energy applications, balancing efficient energy utilization with green development; at the same time, it integrated hydrogen energy application scenarios and was equipped with an ESS to ensure a stable energy supply for hydrogen production. It is a leading distributed PV hydrogen production demonstration project in China by scale, showcasing China’s advanced achievements in the integrated development of PV and hydrogen energy. Beijing SinoHytec Co., Ltd.: Signed a strategic cooperation agreement with Haitai Solar and the Hebei Hydrogen Energy Society, relying on the National Energy Administration’s first batch of hydrogen energy pilot policies and centering on the Zhangjiakou-Chengde-Tangshan hydrogen energy regional pilot to advance the deep integration of “government, industry, academia, research, and application.” The three parties will focus on the Kangbao-Caofeidian long-distance hydrogen pipeline with annual hydrogen transmission capacity of 1.55 million mt, creating a “hydrogen production in Zhangjiakou and Chengde, application in Tangshan” model. Haitai Solar will provide SinoHytec with a stable hydrogen supply and storage and transportation services, addressing the industry’s high storage and transportation costs and supporting high-quality regional hydrogen energy development and the implementation of the “dual carbon” goals. The Sixth Academy of China Aerospace Science and Technology Corporation: Released four new hydrogen energy products in Beijing, including an onboard liquid hydrogen system, liquid hydrogen refueling equipment, a liquid hydrogen tank container, and an alkaline electrolyzer, and also released a blue book on the hydrogen energy industry to help build the hydrogen energy industry ecosystem. Beijing Hydrosys Technology Co., Ltd.: Its self-developed hydraulic-driven hydrogen compressor underwent rigorous assessment and passed EU CE certification. Patent Applications 1. Shanghai Institute of Ceramics, Chinese Academy of Sciences (China) disclosed patent CN2025110028 and developed a ceramic-based anion exchange membrane, with a laboratory-tested service life of up to 80,000 hours. 2. Johnson Matthey (UK) filed patent WO2025109876, disclosing an Fe-Ni-Mo ternary non-precious metal catalyst formulation with activity close to that of platinum-based materials. Technology Footprint/Technical Specifications 1. A joint team from Xi’an Jiaotong University and Peking University jointly conducted R&D on a new-type osmium-based catalyst, significantly improving the efficiency and economics of hydrogen production via AEM water electrolysis and supporting the large-scale deployment of low-cost green hydrogen. 2. Johnson Matthey and Syensqo achieved efficient recycling and reuse of platinum group metals and ionomers in PEM fuel cells and electrolyzers, significantly reducing the carbon footprint. 3. Relevant research teams from the School of Electrical Engineering at Xi’an Jiaotong University and the State Key Laboratory of Electrical Materials and Electrical Insulation successfully developed the Ru/Ti3C2Ox@NF bifunctional electrocatalyst for seawater electrolysis. 4. The group standard Technical Specification for Hydrogen Production by Coupled Electrolysis with Wind and Solar Power, PV+ESS, and Green Electricity (No. T/CIEP 0272—2025) was released and implemented by the China Industrial Environmental Protection Promotion Association. Zhongneng Dayou Energy Technology Co., Ltd. successfully developed a 100 kW-class PEM electrolyzer hydrogen production multi-field coupling test device. 5. GKN Powder Metallurgy announced that it has developed a next-generation high performance, high-porosity, high-purity porous transport layer (HP-PTL) for proton exchange membrane (PEM) electrolysis.

On April 22, the Xinjiang Branch of Shenzhen Energy Group Co., Ltd. issued a public tender announcement for the procurement of energy storage system equipment for the Sheneng Yuli County 450 MW PV-Fire-ESS Integration Project. The project is located in Yuli County, Bayingolin Mongol Autonomous Prefecture, Xinjiang. The total capacity of the energy storage equipment for this tender is 67.5 MW/135 MWh, adopting a DC 1500V string PCS energy storage system design scheme, with a grid connection voltage level of 36.5 kV, meeting the requirements for direct dispatch and joint PV dispatch. The procurement control price is 81 million yuan, equivalent to a unit price of 0.6 yuan/Wh. Bidders must have at least one contract performance for an LFP battery energy storage system with a single capacity of 100 MWh or more in the past 10 years. Public Tender Announcement for the Procurement of Energy Storage System Equipment for the Sheneng Yuli County 450 MW PV-Fire-ESS Integration Project Project Information Project Name: Procurement of Energy Storage System Equipment for the Sheneng Yuli County 450 MW PV-Fire-ESS Integration Project Project Number: 251GA0223634 Project Address: Sheneng Yuli County 450 MW PV-Fire-ESS Integration Project, 18.5 km east of Yuli County, Bayingolin Mongol Autonomous Prefecture, Xinjiang Project Type: Goods Procurement Method: Public Tender Industry Classification: Electricity, Heat, Gas, and Water Production and Supply Industry Source of Funds: Self-raised by the enterprise Project Overview: The total capacity of the energy storage equipment for this tender is 67.5 MW/135 MWh, adopting a DC 1500V string PCS energy storage system design scheme, with a grid connection voltage level of 36.5 kV, meeting the requirements for direct dispatch and joint PV dispatch. This tender is for the procurement of energy storage equipment, and the main scope includes but is not limited to: 1. Procurement and supply (including battery cabins (with BMS), step-up converter cabins, grid-related equipment (including AGC, AVC, primary frequency regulation, etc.), ESS power station EMS system, and secondary electrical equipment); complete the production, testing, inspection, and packaging of the equipment according to the design and technical specifications, and transport it to the project site; provide the necessary special tools, equipment, and instruments for the transportation, installation, commissioning, on-site testing, trial operation, and defect elimination to ensure the normal operation of the equipment; and provide after-sales services for the equipment. The bidder must ensure the completeness of the supply scope, meet the requirements for installation, commissioning, operation, and equipment performance, and provide technical services and cooperation for the on-site acceptance, installation, commissioning, and operation of the equipment. If any missing items are found during the installation, commissioning, or trial operation, and the missing items are already included in the equipment procurement and supply scope, the bidder shall supplement the supply free of charge. 2. Single and system commissioning, start-up trial operation, grid connection performance acceptance testing, grid-related testing, and joint commissioning of energy storage-related equipment for the energy storage system, including the required commissioning reports, grid connection commissioning plans, AGC/AVC commissioning reports, fast frequency response test reports, and power system simulation modeling technical data for grid connection acceptance. 3. To explore the safety risk warning and assessment of battery cells during the operation and maintenance of electrochemical energy storage power stations, the bidder needs to develop and implement a set of intelligent diagnostic systems based on the evaluation of battery operation health and safety for this project, to achieve real-time monitoring of battery operation, multi-angle evaluation of battery health and safety status, assessment of battery aging degree and remaining cycle times, and prediction of battery operation failure trends, providing battery operation and maintenance auxiliary decision-making for ESS power station operation and maintenance personnel. During the development of this system, all technical development results, including but not limited to copyright, patent rights, patent application rights, technical secrets, and proprietary technologies, shall be exclusively owned by the tenderer. The bidder needs to complete at least one software copyright registration and one invention patent application during the project development, and the bidder is responsible for the preparation, application, and progress tracking of intellectual property-related materials. Quotation Method: Lump Sum Procurement Control Price (Yuan): 81,000,000 Qualification Conditions: 3.1 The bidder must have the status of an independent legal person of the People's Republic of China or other organizations. For bidders of a group (or parent company) nature, it must be clear whether the group (or parent company) itself is the bidder or a subsidiary of the group (or parent company) is the bidder; and have the power to independently conclude contracts. (Proof documents: a copy of the bidder's business license with the official seal or electronic seal must be provided). 3.2 The bidder should be a manufacturer or agent of battery cells, PACK and modules, or PCS (Power Conversion System) (only one agent per brand is allowed to participate in the bidding, and the manufacturer's authorization letter must be provided); the products offered by the bidder must provide a type certification certificate issued by a third-party institution with CNAS or CMA qualifications for battery cells, PACK and modules, or PCS products. (The certification certificate must be stamped with the official seal or electronic seal). 3.3 The bidder must have at least one contract performance for an LFP battery energy storage system with a single capacity of 100 MWh or more in the past 10 years (the scanned copy of the contract, key content, and signature and seal page must be provided, and stamped with the official seal or electronic seal). 3.4 The bidder is not in a state of being ordered to suspend business, having bidding qualifications canceled, property being taken over, frozen, or bankrupt; (Proof documents: the bidder must provide a credit certificate issued by the bank within the past year, and stamped with the official seal or electronic seal). 3.5 There have been no illegal or serious breach of contract events in the past three years; (Proof documents: a screenshot of the query result of the public information on the National Enterprise Credit Information Publicity System ".cn/index.html", and stamped with the official seal or electronic seal). 3.6 Joint bids are not accepted for this project. 3.7 Qualification review method: This project adopts post-qualification review.

Recently, the 250 MW PV hydrogen production project of Shenzhen Energy Group Beikong Company in Otog Front Banner passed the special acceptance and successfully obtained the mobile pressure vessel filling license, marking that the project has operational capabilities and can carry out hydrogen filling and external sales. This project is one of the first batch of wind and solar power hydrogen production demonstration projects in Inner Mongolia Autonomous Region. It uses new energy PV power generation for hydrogen production, adopts alkaline water electrolysis technology, with an annual hydrogen production capacity of over 6,700 mt, and is equipped with corresponding green hydrogen storage and transportation equipment. The produced green hydrogen product has reached an excellent purity level. Project Basic Information Project Legal Entity: Shenergy North (Otog Front Banner) Energy Development Co., Ltd. Project Name: Otog Front Banner Shanghai Temple Economic Development Zone PV Hydrogen Production Project in Ordos City. Project Address: Shanghai Temple Economic Development Zone, Otog Front Banner, Ordos City, Inner Mongolia. Project Designed Capacity The project is designed with an annual hydrogen production capacity of about 6,000 mt. After the completion of the first and second phases, the annual hydrogen production capacity will exceed 6,700 mt, with a hydrogen purity of 99.999%. Project Construction Content and Scale Including the construction of a new PV power station with an installed capacity of 250 MW and an average annual power generation of 470 million kWh, as well as a water electrolysis hydrogen production plant with an annual capacity of 6,000 mt and supporting facilities. A hydrogen production and refueling integrated station and corresponding hydrogen energy storage and transportation equipment will also be constructed. Total Project Investment The total investment is 1.62 billion yuan, of which 317 million yuan is self-owned funds, and the remaining investment is planned to be solved through financing. Project Construction Significance and Impact After the project is put into operation, the average annual power generation will be about 470 million kWh, which can replace about 146,000 mt of standard coal and reduce carbon dioxide emissions by 390,000 mt. The energy-saving and emission-reduction effects are significant. It is of great significance for promoting the implementation of the dual controls on energy consumption and energy intensity in Ordos City, achieving the renewable energy consumption weight target, improving people's livelihood and expanding employment, and promoting high-quality economic development in the region.

Capacity-wise, the domestic alkaline electrolyzer market maintained 35.77 GW this week, with no new capacity added. In terms of deliveries, Asahi Hydrogen Energy delivered one 1,000 Nm³/h alkaline unit to Australia last week, while Xibei Hydrogen Energy delivered one 1,000 Nm³/h unit to a green hydrogen project in Jilin. On the PEM front, Hydrogen Energy delivered one 50 Nm³/h unit to Europe last week. As of March 20, 2025, domestic companies (including overseas deliveries) have delivered a total of 10 MW of alkaline electrolyzers (data sourced from public information). In terms of electrolyzer orders, a total of 46 units of 1,000 Nm³/h have been confirmed this week, including 10 units from Xingong Green Hydrogen, 16 units from Sungrow Hydrogen, 12 units from CRRC Zhuzhou, and 8 units from Sany Hydrogen. Assuming all 46 units can be delivered by December 31, 2025, the total delivery volume of alkaline electrolyzers in 2025 will reach 1,350 MW, representing a growth of approximately 30%. I. Enterprise Cooperation and Project Implementation International Hydrogen Energy Conference Showcases Cooperation Achievements The "2025 International Hydrogen Energy Conference," hosted by the China Hydrogen Alliance and the China Electricity Council, was held in Beijing on March 26-27. The National Energy Group showcased its achievements in the hydrogen energy industry over the past decade through the "National Energy Hydrogen Technology Open Day" exhibition area, including core equipment such as PEM electrolyzer testing platforms and intelligent hydrogen refueling robots. This exhibition marked the deepening of the National Energy Group's innovation in hydrogen energy technology and industry chain integration, further solidifying its leading position in the "green hydrogen energy industry chain." Hydrogen Energy Group Accelerates National Layout Hydrogen Energy Group has previously launched multiple electrolyzer manufacturing and green hydrogen projects in Jinhu, Jiangsu, and Inner Mongolia. According to the plan, the Jinhu project will commence in H2 2025, with total investment completed in three phases. The first phase will invest approximately 950 million yuan, aiming to achieve batch deliveries in 2026-2027. The group is simultaneously advancing the R&D and manufacturing of alkaline electrolyzers (current density of 8,000 A/m², comprehensive energy consumption of 4.5 kWh/Nm³) and PEM electrolyzers, leveraging the R&D advantages of the Yangtze River Delta to radiate across the national hydrogen energy market. II. Enterprise Dynamics and Progress CSSC Peric Hydrogen Expands Overseas Market As a top-tier enterprise in the electrolyzer industry, CSSC (Handan) Peric Hydrogen Energy Technology Co., Ltd. achieved overseas orders of 900 million yuan in 2024, accounting for 64% of its total order value (1.4 billion yuan), demonstrating the international competitiveness of Chinese hydrogen energy enterprises. Its third-generation AEM (anion exchange membrane) electrolyzer technology has been commercialized, with single-unit hydrogen production exceeding 3,000 Nm³/h and commercial deliveries completed. Independent technological innovation has become the key to its global market expansion. Sany Hydrogen Supports Liquid Sunshine Project Sany Hydrogen Co., Ltd. won the bid for the "100,000 mt Liquid Sunshine Project" of China Coal Ordos Energy Chemical Co., Ltd., providing eight 1,200 Nm³/h alkaline electrolyzers and supporting systems. This project is the world's first large-scale industrial demonstration of liquid sunshine technology, synthesizing liquid methanol through hydrogen production via water electrolysis, achieving efficient carbon dioxide conversion. It is expected to become a benchmark for the integration of hydrogen energy and carbon cycle technologies. Dongfang Electric Advances Capacity Expansion Dongfang Electric Group Dongfang Boiler Co., Ltd. initiated a procurement tender for a hydrogen production electrolyzer production line in the Zigong Land Port Hydrogen Energy Park, with a project budget of 10 million yuan. The winning bidder is required to complete the delivery and installation of the main equipment within 60 days. This move indicates that Dongfang Electric is accelerating the expansion of hydrogen energy equipment capacity to meet the rapidly growing market demand for electrolyzers. III. Electrolyzer Tenders and Procurement Price War Intensifies: Electrolyzer Prices Halved in Two Years In the March tender for the China Coal Ordos Green Methanol Project, CRRC Zhuzhou won the bid with a price of approximately 3 million yuan per 1,000 Nm³/h alkaline electrolyzer unit (excluding BOP), a 50% decrease compared to similar projects in 2023 (e.g., the Ji'an Da'an project, priced at 6.98 million yuan per unit). The price plunge reflects the supply-demand imbalance in the electrolyzer market: by the end of 2024, the nominal capacity of domestic electrolyzers exceeded 50 GW, while the actual tender volume was only 1.6 GW, with a supply-demand gap exceeding 30 times. 2025 Tender Volume Expected to Double Despite the price decline, the domestic electrolyzer tender volume in 2025 is expected to exceed 3 GW, up over 100% YoY. Projects such as Shenneng Otog and Zhongtian Hechuang have recently released over 1 GW of demand, while demonstration projects like Ji'an Da'an Green Ammonia and Nengjian Songyuan Green Ammonia will commence production within the year, boosting industry confidence. However, with increasing market concentration, small and medium-sized enterprises face survival pressure, and some producers lacking technological advantages may be forced to exit. Technology Route Diversification: Alkaline Dominates, PEM Breaks Through Currently, alkaline electrolyzers account for 98.6% of the market share, but the advantages of PEM (proton exchange membrane) electrolyzers in distributed energy scenarios are gradually emerging. As price competition intensifies, alkaline electrolyzers need to reduce costs through large-scale single units (e.g., 3,000 Nm³/h), while PEM technology needs to balance efficiency and cost to break through commercialization bottlenecks.

【Sodium Battery: NFPP Material Signing Agreement in Taizhou】On June 24, 2024, the Jiangyan Economic Development Zone Management Committee signed an investment agreement with Shenneng New Energy Investment Co., Ltd. for a sodium-ion battery cathode material and sodium-ion battery manufacturing project with a total investment of 10.6 billion yuan. The first phase of the project includes the construction of a 60,000-ton annual production line of NFPP cathode materials, as well as 200MW photovoltaic power generation and 100MW wind power generation projects. Shenneng Group invested in the development of NFPP (NaFePO4) cathode materials using composite pyrophosphate of coke.

In recent days, the bidding announcement for the event services of the start-up ceremony of the ShenNeng Hainan CZ2 offshore wind power demonstration project shows that the tentative time for the start-up ceremony of the project is in mid-January 2024. The project is located in the northern sea area of Danzhou City, Hainan Province, with a water depth between 15 and 25 meters, and a central offshore distance of approximately 27 kilometers, with a site area of approximately 191 square kilometers. The total installed capacity of the project is 1.2 million kilowatts, with plans to deploy 142 units of 8.5 megawatt wind turbines, as well as the construction of 2 220-kilowatt offshore booster stations and 1 onshore control center. The total investment of the project is approximately 15 billion yuan, making it the largest single-unit capacity offshore wind power project in China.

Without increasing the dates and numbers, the reorganized and optimized content is as follows: The integrated demonstration project of Shenneng Kuerle green hydrogen production and storage was held on the same day. The total investment of the project reached 168 million yuan, covering an area of approximately 270 acres, mainly divided into three parts: photovoltaic, hydrogen production station, and hydrogen energy application. The photovoltaic section can generate 11.1 million kilowatt-hours of electricity annually, producing 470 kilograms of green hydrogen per day and reaching an annual output of 169 tons.