Capacity side, according to incomplete statistics, China's alkaline electrolyzer market remained at 43.77 GW, and the PEM electrolyzer market remained at 2.7 GW. This week, no offline public delivery data was available. Project-related updates: Heilongjiang Jiayirongyuan Green Chemical Co., Ltd.: China Chemistry Tianchen Company signed an EPC general contracting contract with Heilongjiang Jiayirongyuan Green Chemical Co., Ltd., a subsidiary of Jiaze New Energy, for the 300,000 mt green hydrogen-methanol-aviation fuel chemical co-production project in Jidong County, Jixi City, Heilongjiang Province. The project has a total investment of approximately 3.557 billion yuan and is a key project under the national "dual carbon" strategy. Using agricultural and forestry waste as raw material and adopting biomass gasification and cellulose fermentation technologies, the project plans to produce 240,000 mt of green methanol and 80,000 mt of green ethanol annually, with flexible switching to 50,000 mt/year of sustainable aviation fuel (SAF). The project plans to commence production by the end of 2027, consuming over 1.5 million mt of agricultural and forestry waste annually. Shandong Expressway Service Development Group Co., Ltd.: The PEM electrolysis hydrogen production and energy storage section of the Phase II comprehensive utilization project at Gaomi Service Area Hydrogen Refueling Station released its bid-winning announcement, with Guofu Hydrogen Energy winning the bid at 21.2724 million yuan. The project is part of the Ministry of Science and Technology's "Hydrogen into Homes" demonstration program, undertaken by Shandong Expressway Service Development Group, and is located in the south area of Gaomi Service Area, aiming to build an integrated demonstration station for PV hydrogen production and hydrogen refueling. The project comprises three segments: alkaline hydrogen production, PEM hydrogen production and energy storage, and hydrogen refueling station. Currently, the alkaline hydrogen production section has been completed, and the hydrogen refueling station is under construction. The PEM hydrogen production capacity in this phase is 100 Nm³/h with a rated power of 200 kW, equipped with electrolysis skids, compressors, hydrogen storage cylinder groups, and control systems. The designed construction period is 120 days, and the project will improve the green electricity hydrogen production and energy storage facilities at the expressway service area, supporting the construction of zero-carbon hydrogen expressways. Mingtuo (Inner Mongolia) Comprehensive Resource Utilization Co., Ltd.: The e-SAF (electro-sustainable aviation fuel) project officially received filing approval. The project is located in Jiuyuan Industrial Park, Baotou City, on an industrial planning plot north of Mingtuo Chromium Industry's plant and west of Hengtai Road, with a total investment of 1.8 billion yuan. The plan is to build a 150,000 mt/year electro-sustainable aviation fuel production line, along with supporting facilities including gas pretreatment, synthesis, hydrorefining, fractionation, tank farms, pump stations, and related auxiliary facilities. The project plans to start construction in April 2027 and be completed and put into operation in April 2029. Xinjiang Shengxiong Energy Co., Ltd.: The EPC project for the 5,000 Nm³/h waste coal gas green hydrogen extraction and comprehensive utilization by Xinjiang Shengxiong Energy has fully completed construction tasks, with the full-process commissioning successfully completed in one run, and is now officially ready for production and operation. The project adopts advanced green hydrogen extraction technology, using industrial waste coal gas as raw material to achieve efficient resource conversion of tail gas and produce high-purity clean hydrogen energy. After commissioning, it can extend the coal chemical industry chain, improve the utilization rate of industrial by-product resources, reduce pollutant emissions, and provide a stable hydrogen source for the enterprise's methanol units, achieving synergistic improvement in economic, ecological, and social benefits. Wolong Innorde (Zhejiang) Hydrogen Energy Technology Co., Ltd.: The company successfully won the bid for the Binyang County, Guangxi green electricity hydrogen production pilot construction project (100 Nm³/h AEM hydrogen production equipment) and has officially signed the contract, marking an important breakthrough in the company's market expansion in the green electricity hydrogen production field and laying a solid foundation for further business development in the South China region. The project was initiated by Kunpeng Water, a Guangxi local state-owned enterprise, and is the first AEM technology green electricity hydrogen production project in Guangxi. It completed filing in March 2026 and aims to leverage green electricity resources to conduct hydrogen production pilot trials, supporting regional energy structure transformation and industrial decarbonization. Wuhan Institute of Rock and Soil Mechanics, Chinese Academy of Sciences: China's first million-cubic-meter-level salt cavern hydrogen storage demonstration project, led by the institute, was officially put into operation in Pingdingshan City, Henan Province. The project is China's first hydrogen storage facility built in bedded salt rock formations, which explored the multi-scale migration patterns of hydrogen in ultra-low permeability rock salt, overcame the core technology of precise site and layer selection for salt cavern hydrogen storage, and effectively verified the long-term sealing performance and engineering feasibility of hydrogen storage in bedded salt rock. Baimahu Laboratory Hydrogen Energy (Changxing) Co., Ltd.: The Baimahu Laboratory Changxing Hydrogen Energy Base liquid hydrogen test platform installation and commissioning project released a tender announcement. The project is located in Meishan Town, Changxing County, Huzhou City, with a total estimated investment of 310 million yuan and a land area of 68 mu. The project budget is 55.0906 million yuan, with construction and installation costs of approximately 51.1045 million yuan, and will build testing platforms for key equipment such as liquid hydrogen valves, storage tanks, and flow meters. The tender scope covers process, electrical, automation control, and equipment installation and commissioning. The planned construction period is 210 calendar days, and consortium bidding is allowed (no more than 2 members). Xindao Hydrogen Energy Technology (Baotou) Co., Ltd.: The Guyang County 200,000 mt/year hydrogen-based green fuel (green methanol) off-grid green electricity direct-connection project officially commenced construction. Located in Jinshan Economic Development Zone, Guyang County, Baotou City, the project is Xindao Energy's first demonstration project in the hydrogen-based green fuel field, with a total investment of 5.1 billion yuan, covering 600 mu. It will be built in three phases, with full completion and commissioning planned for 2028. The energy side is configured with 390 MW off-grid wind power and 100 MW off-grid PV, coupled with biomass waste heat power generation and flywheel energy storage, building an integrated "electricity-hydrogen-carbon-methanol" system to address the challenges of off-grid green electricity fluctuations and stable operation of chemical units, achieving efficient green methanol synthesis. Shenneng Northern (Etuoke Front Banner) Energy Development Co., Ltd.: The electrolysis hydrogen production station project for the Etuoke Front Banner wind and solar power hydrogen production integrated green ammonia synthesis project completed filing. The project is located in the Energy and Chemical Zone of Shanghaimiao Economic Development Zone, Etuoke Front Banner, Ordos City, with clearly defined boundaries and a total investment of 1.3265 billion yuan. The project plans to build a water electrolysis hydrogen production station with an annual output of approximately 20,000 mt of green hydrogen, using PEM proton exchange membrane electrolyzers as the primary equipment, supplemented by ALK alkaline electrolyzers and AEM anion exchange membrane electrolyzers. This approach integrates the advantages of multiple technology pathways to adapt to the fluctuation characteristics of new energy power. Supporting facilities including gas-liquid separation, hydrogen purification, hydrogen storage, water treatment, step-down substations, and fire safety and security systems will also be constructed. After completion, the station will operate in strict compliance with renewable energy hydrogen production industry safety standards. The project plans to commence construction in December 2026 and be completed in December 2028. Goldwind Green Energy Hydrogen Technology (Xing'an League) Co., Ltd.: The Xing'an League Goldwind Science&Technology Wind Power Hydrogen Production (Phase III) Project officially obtained filing approval. Located in the Xing'an League Economic Development Zone of Inner Mongolia, the project has a total investment of 2 billion yuan. The project mainly involves the construction of hydrogen production, compression, gas storage, air separation units, and related supporting facilities, with a hydrogen production capacity of 160,000 standard cubic meters per hour. Construction plans to commence in September 2026, with completion and commissioning in September 2028. Inner Mongolia Huadian Huayang Hydrogen Technology Co., Ltd. : The Inner Mongolia Huadian Damaoqi 1 million kW Wind and Solar Power Integrated Hydrogen Production Project released a tender announcement for technical services on a special study on short-circuit ratio improvement. Located in Damaoqi, Baotou City, Inner Mongolia, the first phase plans to build 1 million kW of new energy installed capacity, including 700 MW of wind power and 300 MW of PV, equipped with 70 units of 10 MW wind turbines and 710-740Wp half-cell double-glass N-type PV modules. The project will also construct a 100MW/200MWh LFP battery ESS power station, two 220 kV step-up substations, and collector lines. Multiple alkaline electrolyzer hydrogen production systems are planned, with an annual green hydrogen production capacity of 47,000 mt, supported by 25 units of 2,000 m³ hydrogen gas spherical tanks with a hydrogen storage capacity of 650,000 standard cubic meters, along with a new 220 kV hydrogen production main step-down substation. The tendered services are required to be completed within 45 days from the date of contract signing. Jiangsu Lanze Energy Technology Co., Ltd.: The Dafeng District Bureau of Natural Resources and Planning released a pre-approval public notice for the Lanze Dafeng Port 300,000 mt/year green methanol project. The project is located in the Petrochemical Industrial Park of Dafeng Port Economic Development Zone, Dafeng District, Yancheng City. This public notice mainly involves minor adjustments and optimizations to the dimensions, areas, names, and heights of certain buildings and structures. Beijing Hydrogenergy Technology Co., Ltd. : The company won the bid for the PEM pure water electrolysis hydrogen production equipment procurement project of the Electric Power Research Institute of State Grid Jiangxi Electric Power Co., Ltd., responsible for equipment production, supply, transportation, and subsequent supporting services. The PEM hydrogen production unit awarded in this bid will be used to verify the response characteristics of PEM hydrogen production systems under green electricity fluctuation conditions, accumulating measured operational data for flexible load regulation of the power grid. As one of the earliest PEM hydrogen production research-type units deployed in the Jiangxi power grid system, this project will also provide important technology selection references for the subsequent construction of regional hydrogen energy storage demonstration stations. Datang Jingtai Wind Power Co., Ltd.: Datang released a tender announcement for technical services on the preparation of a feasibility study report for a wind-solar coupled off-grid hydrogen production demonstration project, located in Baiyin District, Baiyin City, Gansu Province. The project plans to build a new 21 MW wind-solar coupled hydrogen production power station, including 14 MW of wind power and 7 MW of PV, with a supporting 5MW/5MWh grid-forming ESS, along with a 12 MW hydrogen production station. The station will selectively deploy ALK, AEM, PEM, and SOEC multi-type electrolyzer equipment, with green hydrogen output required to meet the national standard for ultra-pure hydrogen. The project will also include supporting construction of hydrogen buffer tanks, compression and filling systems, as well as auxiliary facilities such as desalinated water stations, air compressor stations, and control buildings. Longyuan Power Longyuan (Zhangye) New Energy Development Co., Ltd.: The company initiated open procurement for 500 standard cubic meter PEM electrolyzer hydrogen production equipment and ancillary equipment for the Zhangye Carbon Neutrality Industrial Base Wind-Solar-Hydrogen-Storage Integration Project. Located in the Circular Economy Demonstration Park of Zhangye Economic and Technological Development Zone, Gansu Province, this is also the first green electricity hydrogen production project deployed by China Energy Investment Corporation in Gansu Province. Policy Review 1. The General Office of the Ministry of Industry and Information Technology and other departments jointly issued the Guidelines for Green Design of Industrial Products (2026 Edition). The Guidelines mention: developing green design solutions. Focusing on industries including automobiles, construction machinery, machine tools, bearings, wind power equipment, hydrogen energy equipment, PV, lithium batteries, household appliances, packaging, cleaning products, textiles, biomanufacturing, methanol, and tires, and targeting key directions of green design, the aim is to develop green design solutions that are technologically advanced, economically feasible, and supply-demand compatible, forming a batch of replicable and scalable exemplary green design solutions. The initiative will cultivate green design solution providers with high professional standards and strong service capabilities, building a virtuous ecosystem of "demand-driven—solution development—industrial application." 2. The General Office of the CPC Central Committee and the General Office of the State Council issued the Opinions on Achieving Higher-Level and Higher-Quality Energy Conservation and Carbon Reduction. The document aims to use transportation energy conservation and carbon reduction and green energy transition as two key drivers, coordinating low-carbon development with energy security, and accelerating the construction of a clean, low-carbon, safe, and efficient modern energy and transportation system. Enterprise Updates Guohua Investment Mengxi Branch: China's first heavy-haul railway hydrogen refueling station, the Batuta Hydrogen Refueling Station, achieved a cumulative hydrogen refueling volume exceeding 10,000 kg, marking a milestone in the scaled application of hydrogen energy in China's heavy-haul railway sector. Located at the Hailesuhao South Station in Ejin Horo Banner, Ordos City, Inner Mongolia, the station is a key hydrogen energy industry demonstration project of Guohua Investment, with a daily hydrogen refueling capacity of 500 kg. It primarily provides hydrogen refueling services for large power hydrogen-powered shunting locomotives and hydrogen fuel cell plus lithium battery zero-emission catenary maintenance vehicles, accumulating valuable demonstration experience for the green and low-carbon transformation of heavy-haul railways. Tianjin Zhonghe Energy Management Co., Ltd.: The world's first 5 MW anion exchange membrane (AEM) water electrolysis hydrogen production system completed installation and commenced commissioning, marking the official entry of megawatt-scale AEM technology into the industrial application stage. Beijing Mingyang Hydrogen Technology Co., Ltd. : The company received written authorization from the American Society of Mechanical Engineers (ASME), successfully obtaining the manufacturing license and quality certification under the ASME Boiler and Pressure Vessel Code. Guangzhou Yunfu Hydrogen Technology Co., Ltd.: The company officially opened in Baiyun District, Guangzhou. Yang Qiang, Chairman of Yuntao Hydrogen, Ding Leizhe, Executive Vice President of Guofu Hydrogen, along with representatives from the government and partners attended the ceremony. Yunfu Hydrogen was jointly established by Guangdong Yuntao Hydrogen and Jiangsu Guofu Hydrogen, focusing on R&D, integrated manufacturing, and services for core hydrogen energy equipment, with the goal of building a leading hydrogen energy equipment industrialisation hub in South China. The project has a total investment of 500 million yuan, with a Phase I workshop of approximately 1,300 m², primarily engaged in vehicle-mounted high-pressure hydrogen supply systems and core equipment integration for hydrogen refueling stations. Shaanxi Hydrogen Energy Industry Development Co., Ltd.: The company held a discussion and exchange meeting with the Shenmu Municipal Government and officially signed an investment cooperation framework agreement. At the meeting, Liu Wei, Deputy Secretary of the Party Committee and General Manager of Shaanxi Hydrogen Energy, and Han Xiujin jointly signed the agreement. Both parties conducted in-depth exchanges on hydrogen energy industry development planning and key project cooperation, reaching a cooperation consensus. Heads of relevant departments of the Shenmu Municipal Government, as well as heads of relevant departments and subordinate units of Shaanxi Hydrogen Energy, attended the meeting. Tianjin Rongcheng Xinneng Technology Group Co., Ltd.: The company's 5 MW anion exchange membrane (AEM) water electrolysis hydrogen production system completed equipment installation and officially entered the commissioning stage. Zhejiang Sunshine Green Hydrogen Technology Co., Ltd.: The company's self-developed A11 and B11-series core electrolyzer equipment successfully completed long-cycle operation verification. The series uniformly adopted a current density of 1.5 A/cm², completing dual-line endurance tests under both atmospheric pressure and 1.6 MPa high-pressure conditions, with uninterrupted stable operation exceeding 8,000 hours in both cases. Patent Applications 1. Shanghai Institute of Ceramics, Chinese Academy of Sciences (China) published patent CN2025110028, developing a ceramic-based anion exchange membrane with a laboratory-tested lifespan of 80,000 hours. 2. Johnson Matthey (UK) filed patent WO2025109876, disclosing an Fe-Ni-Mo ternary non-precious metal catalyst formulation with activity approaching that of platinum-based materials. Technology Footprint/Technical Specifications 1. Two group standards on water electrolysis hydrogen production were officially released and implemented, namely the Safety Technical Specification for Water Electrolysis Hydrogen Production and the Calculation Method for Economic Operation Indicators of Water Electrolysis Hydrogen Production. 2. Petronor and H2SITE collaborated to advance membrane technology for hydrogen production, improving high-purity hydrogen and low-carbon efficiency in refining. 3. Dalian University of Technology designed an electron pump catalyst with an asymmetric photo-responsive structure, maintaining the asymmetry of electron distribution. 4. A research team from the School of Electrical Engineering and the State Key Laboratory of Electrical Insulation and Power Equipment at Xi'an Jiaotong University successfully developed a Ru/Ti₃C₂Oₓ@NF bifunctional electrocatalyst for seawater electrolysis. 5. The team led by Professor Yu Ying at Central China Normal University developed a three-dimensional hierarchical nanostructured catalytic electrode as a core component for seawater hydrogen production.

The 2026 SMM Tier1 List was officially unveiled at the banquet of the CLNB 2026 (the 11th New Energy Industry Chain Expo) , organized by Shanghai Metals Market (SMM). This conference, held at Suzhou International Expo Center, China from April 8-10, 2026, served as the premier platform for advancing the global clean energy ecosystem. SMM Global Tier 1 Supplier Rankings In 2022, China's new energy industry chain accelerated its expansion, while overseas automakers and energy storage enterprises saw surging demand for Chinese supply chains. Coupled with information barriers caused by the pandemic, the international market urgently needed an objective and fair benchmark to bridge the two-way needs between Chinese enterprises going global and overseas clients optimizing their supply chains. Leveraging long-term data accumulation and professional research on the entire new energy industry chain, the SMM TIER 1 list emerged to meet this demand and was officially launched for the first time in 2023 . SMM Global Tier 1 Supplier Rankings , launched by SMM , serves as a global benchmark for the new energy industry. Centered on "transparent methodology + independent auditing," it incorporates third-party verification from institutions like Dun & Bradstreet and SGS to establish globally comparable industry standards. After years of refinement, the list now covers 10+ sub-sectors , including energy storage, lithium battery, and PV, etc., gaining widespread recognition from global industry chain clients. It has become a core reference for international market collaboration, serving as both a "golden benchmark" for industrial strength and a vital bridge for global resource alignment. 2026 SMM Global Tier 1 Supplier Rankings (The following enterprises are listed in no particular order) Analyst Views on Energy Storage Battery Cells Utility Storage Flourishes, Chinese Players Dominate BTM (Behind-the-Meter) Storage Storage Unlocks a Second Growth Curve for the Energy Storage Market Fast-Growing Enterprises Make Breakthrough, New and Established Players Jointly Form a Positive Market Landscape Representative Enterprises of Utility Energy Storage Battery Cell Contemporary Amperex Technology Co., Limited BYD Company Limited EVE Energy Co., Ltd. REPT Battero Energy Co., Ltd. Gotion High-tech Co., Ltd. Xiamen Hithium Energy Storage Technology Co., Ltd. CORNEX New Energy Co., Ltd. Zhejiang Narada Power Source Co., Ltd. CALB Technology Group Co., Ltd. Guangzhou Great Power Energy Technology Co., Ltd. SEVB Guangzhou Rongjie Energy Technology Co., Ltd. Jiangxi Ganfeng LiEnergy Technology Co., Ltd. Shenzhen Pengcheng Unlimited New Energy Co., Ltd. Envision Dynamics Technology(Jiangsu) Co., Ltd. SVOLT Energy Technology Co., Ltd. China Automotive New Energy Battery Technology Co., Ltd. Representative Companies for BTM (Behind-the-Meter) Storage Cells REPT Battero Energy Co., Ltd. Guangzhou Great Power Energy Technology Co., Ltd. EVE Energy Co., Ltd. Pylon Technologies Co., Ltd Xiamen Ampace Technology Co., Ltd. Gotion High-tech Co., Ltd. Representatives of Fast-Growing Battery Cell Enterprises Guangzhou Great Power Energy Technology Co., Ltd. Guoke Energy (Chuzhou) Co., Ltd. CORNEX New Energy Co., Ltd. China Automotive New Energy Battery Technology Co., Ltd. Analyst Views on Energy Storage Integration Grid-Forming Technology Consolidates the Foundation of New-Type Power Systems Power Generation and Grid Side Forge the Global Benchmark Echelon for Utility-Scale Energy Storage Integration Expansion of Behind-the-Meter (BTM) Scenarios Pioneer New Growth Space for Distributed Energy Storage Representative Enterprises of Grid-Forming ESS Technology Nanjing NR Electric Co., Ltd. Huawei Digital Power Technologies Co., Ltd. Sungrow Power Supply Co., Ltd. Xiamen Kehua Digital Energy Technology Co., Ltd. Power Generation and Grid-Side ESS Integrators Canadian Solar Inc. Xyz Storage Technology Corp. Ltd. RCT POWER Sungrow Power Supply Co., Ltd. Beijing HyperStrong Technology Co., Ltd. CRRC ZHUZHOU ELECTRIC LOCOMOTIVE RESEARCH INSTITUTE CO.,LTD. Envision Energy Co., Ltd. Risen Energy Co., Ltd. China Electric Equipment Group Energy Storage Technology Co., Ltd Guangzhou Zhiguang Electric Co., Ltd. BYD Energy Storage Co., Ltd. Huawei Digital Power Technologies Co., Ltd. Jinko Solar Co., Ltd. Sieyuan Electric Co., Ltd. Shanghai Robestec Energy Co., Ltd. Contemporary Amperex Technology Co., Limited Nanjing NR Protection Electric Co., Ltd. TrinaSolar Co., Ltd. Behind-the-Meter (BTM) ESS Integrators Weiheng Intelligent Technology Co., Ltd. Shanghai Hoenergy Power Technology Co. Ltd. Xi'an JD Energy Co., Ltd. Huawei Digital Power Technologies Co., Ltd. Fox Ess Co.,Ltd Sungrow Power Supply Co., Ltd. Shanghai Robestec Energy Co., Ltd. Sigenergy Technology Co., Ltd. Xiamen Ampace Technology Co., Ltd. Pylon Technologies Co., Ltd. Suzhou PotisEdge Co., Ltd. Wanbang Digital Energy Co., Ltd. Ningbo Deye Technology Co., Ltd. Shenzhen ATESS Power Technology Co., Ltd. Analyst Viws on PV Industry Technology Leadership, Global Benchmark Full-Chain Layout, Scale-Driven Leadership Inverter Suppliers Sungrow Power Supply Co., Ltd. Huawei Digital Power Technologies Co., Ltd. Zhuzhou CRRC Times Electric Co., Ltd. TBEA Co., Ltd. Shanghai Chint Power Systems Co., Ltd. Ginlong Technologies Co., Ltd. GoodWe Technologies Co., Ltd. Xiamen Kehua Digital Energy Technology Co., Ltd. Shenzhen Kstar Science & Technology Co., Ltd. Shandong Huadian Energy Saving Technology Co., Ltd. Beijing SOJO Electric Co., Ltd. SolaX Power Network Technology (Zhejiang) Co., Ltd. Sigenergy Technology Co., Ltd. PV Module Suppliers LONGi Green Energy Technology Co., Ltd. Jinko Solar Co., Ltd. TrinaSolar Co., Ltd. JA Solar Technology Co., Ltd. Tongwei Co., Ltd. Chint New Energy Technology Co., Ltd. GCL SI Technology Co., Ltd. Hengdian Group DMEGC Magnetics Co., Ltd. Canadian Solar Inc. TCL Zhonghuan Energy Technology (Jiangsu) Co., Ltd. Yingli Solar Energy Development Co., Ltd. Risen Energy Co., Ltd. Shanghai AIKO New Energy Co., Ltd. Suzhou Jolywood Solar Technology Co., Ltd. DAS Solar Energy Technology Co., Ltd. SolarSpace Ningbo Ulica Solar Co., Ltd. ZNShine PV-Tech Co., Ltd. AE Solar Solar Tracker Suppliers Jiangsu Guoqiang Xingsheng Energy Technology Co., Ltd. Arctech Solar Antai New Energy ESET Solar Trina Tracker VG Solar Array Technologies Antai New Energy Versol Solar Hangzhou Huading New Energy Co., Ltd. Analyst Views on Advanced Equipment Battery manufacturing equipment enterprises forge core process for lithium battery mass production Material manufacturing equipment manufacturers build a solid foundation for efficient production across the industry chain Battery Manufacturing Equipment Enterprises Wuxi Lead Intelligent Equipment Co., Ltd. Suzhou Maxwell Technologies Co., Ltd. Shenzhen Yinghe Technology Co., Ltd. Shenzhen S.C New Energy Technology Co., Ltd. Zhejiang Hangke Technology Co., Ltd. Wuxi Autowell Technology Co., Ltd. Guangdong Lyric Robot Automation Co., Ltd. Yingkou Jinchen Machinery Co., Ltd. Shenzhen Colibri Technologies Co., Ltd. Shenzhen Kstar Science & Technology Co., Ltd. Fujian Nebula Electronics Co., Ltd. Mikrouna (Shanghai) Intelligent Technology Ltd. Shenzhen Manst Technology Co., Ltd. Ningde Sike Qi Intelligent Equipment Technology Co., Ltd. Zhejiang Jingsheng Mechanical & Electrical Co., Ltd. Shenzhen Geesun Intelligent Technology Co., Ltd. Material Manufacturing Equipment Enterprises Jiangsu Myande Energy-saving Evaporation Equipment Co., Ltd. Jiangsu Huahong Environmental Protection Equipment Co., Ltd. Hengli Eletek Co.,Ltd Enerpat (Jiangsu) Environmental Co., Ltd. Energy Digital Manufacturing (Xi'an) Technology Co., Ltd EFALI Pump Industry(Guangdong) Co.,Ltd Guangdong Yifu Intelligent Equipment Co., Ltd. Ningbo Kio Flow Instruments Co., Ltd. Shijiazhuang Dingwei Chemical Equipment Engineering Co., Ltd. Gaodao Sealing Technology (Suzhou) Co., Ltd. RIGHTLEDER (Shanghai) Technology Co., Ltd. Guizhou micro-chemical Technology Co., Ltd. Zhongyu (Tianjin) New Energy Technology Co., Ltd. Changzhou Primary Equipment Co., Ltd. Jiangxi RONT Environmental Protection Equipment Co., Ltd. Ningbo Souwest Magnetech Development Co., Ltd. Hebei Yanming Chemical Equipment Co., Ltd. Analyst Views on Iron Phosphate LFP Core Precursor, Cornerstone of the Lithium Battery Industry Chain Ammonium Process for Market Stability, Iron Process for Cost Reduction, Multiple Processes in Parallel Technology Iteration Drives Cost Reduction, Consolidating a Stable Supply Chain Foundation Representative Enterprises of the Ammonium Process Route Guangzhou Tinci Materials Technology Co., Ltd. Guizhou Hention New Energy Materials Co., Ltd. Guizhou Yayou New Materials Co., Ltd. Hubei Xingyou New Energy Technology Co., Ltd. CNGR Advanced Material Co., Ltd. Guizhou Phosphate Chemical New Energy Technology Co., Ltd. Hunan Yacheng New Energy Co., Ltd. Representative Enterprises of the Iron Process Route Shandong Tsaker New Material Co., Ltd. Yuntu New Energy Materials (Jingzhou) Co., Ltd. Tangshan Hengkun New Energy Materials Co., Ltd. Representative Enterprises of the Sodium Process Route Henan Baili New Energy Materials Co., Ltd. Tongling Nayuan Materials Technology Co., Ltd. Analyst Views on LFP The Dominant Material in Both Energy Storage and NEV Markets Leading Across Multiple Technology Routes, Chinese Enterprises Setting Global Benchmarks Supporting the Scaling and High-Quality Development of the New Energy Industry Representative Enterprises of the Iron Phosphate Process Hunan Yuneng New Energy Battery Materials Co., Ltd. Hubei Wanrun New Energy Technology Co., Ltd. Zhejiang Youshan New Material Technology Co., Ltd. Shandong Fengyuan Lithium Energy Technology Co., Ltd. Changzhou Liyuan New Energy Technology (LBM) Co., Ltd. Guizhou Anda Technology Energy Co., Ltd. Hubei Rongtong High-tech Advanced Materials Group Co., Ltd. Gotion High-tech Co., Ltd. Representative Enterprises of Ferrous Oxalate Method Fulin Precision Machining Co., Ltd. Hunan Pengbo New Material Co., Ltd. Representative Enterprises of Liquid-Phase Method Shenzhen Dynanonic Co., Ltd. Representative Enterprises of Iron Oxide Red Method Sichuan GCL Lithium Battery Technology Co., Ltd. Analyst Views in Ternary Cathode Core Material for High-End Power, Accelerating High-Nickel Technology Iteration Deepening Integrated Resource Layout, Leading Global Industry Direction Enabling Long Driving Range and High-End Upgrades for NEVs Representative Enterprises of Ternary Cathode Material Gansu Jinchuan Reshine New Material Co., Ltd. Tianjin B&M Science and Technology Co., Ltd. Ningbo Ronbay New Energy Technology Co., Ltd. Guangdong Brunp Recycling Technology Co., Ltd. Minmetals New Energy Materials (Hunan) Co., Ltd. Tianjin Guoan Mengguli New Materials Science&Technology Co., Ltd. Yibin Libao New Materials Co., Ltd. Analyst Views on Anode Materials Industry Leaders Drive Iteration More New Players Emerge Industry Upgrades Accelerate Anode Material Enterprises Tianmulake Excellent Anode Materials Co., Ltd. Lanxi Zed New Energy Materials Co., Ltd. Anhui Iametal New Energy Technology Co., Ltd. BTR New Material Group Co., Ltd. Shanghai Shanshan Technology Co., Ltd. Shijiazhuang Shangtai Technology Co., Ltd. Guangdong Kaijin New Energy Technology Co., Ltd. Hunan Zhongke Shinzoom Co., Ltd. Jiangxi Zichen Technology Co., Ltd. Shinghwa Advanced Material Technology (Meishan) Co., Ltd. Analyst Views on Solid-State Battery Industry Next-Generation Battery Technology, Semi-Solid-State Mass Production Accelerates Full Supply Chain Matrix Takes Initial Shape, Ushering in a New Era of Diversified Application Scenarios Representative Enterprises of Solid-State Battery Technology Contemporary Amperex Technology Co., Limited Qingtao (Kunshan) Energy Development Group Co., Ltd. Beijing WELION New Energy Technology Co., Ltd. China Automotive New Energy Battery Technology Co., Ltd. Zhejiang FunLithium New Energy Technology Co., Ltd. Hytzer New Energy (Changzhou) Co., Ltd. Representative Enterprises of Solid-State Electrolyte Shanghai Emperor of Cleaning Hi-Tech Co., Ltd. Liyang CASOL Energy Technology Co., Ltd Zhejiang FunLithium New Energy Technology Co., Ltd. LionGo (Changzhou) New Energy Co., Ltd. Guangzhou Tinci Materials Technology Co., Ltd. Analyst Views on Sodium-Ion Battery Industry An Emerging Force in Energy Storage and Low-Speed Mobility, with Prominent Cost Advantages Self-Controlled Entire Industry Chain, Scaled Capacity Release Forging a Globally Leading Sodium-Ion Battery Industry Landscape Representative Enterprises of Sodium-Ion Battery Cells Shanxi Huana Xinneng Technology Co., Ltd. Highstar Sodium Battery (Guangdong) Co., Ltd. Veken Technology.,Ltd. Jiangsu Pylon Battery Co., Ltd. Jiangsu Yingong Technology Co., Ltd. Shuangdeng Group Co., Ltd. Beijing Zhongke Hai Na Technology Co., Ltd. Chaowei Power Group Co., Ltd Representative Enterprises of Sodium-Ion Battery Anode Chengdu Best Technology Co., Ltd. Guangdong Rongna New Energy Technology Co., Ltd. Wuhan Tianna Technology Co., Ltd. Zhuhai Nagan New Energy Technology Co., Ltd. Hunan Nake New Materials Co., Ltd. Representative Enterprises of Sodium-Ion Battery Cathode Materials Ningbo Ronbay New Energy Technology Co., Ltd. Jiangsu Zoolnasm Energy Technology Co., Ltd. Shenzhen Jiana Energy Technology Co., Ltd. Xiamen Xingrong New Energy Technology Development Co., Ltd. Huzhou Yingna New Energy Materials Co., Ltd. Yibin Tianyuan Lithium Battery New Materials Co., Ltd. Anhui Xinna New Materials Technology Co., Ltd. Zhejiang NaTRIUM Energy Co., Ltd. Representative Enterprises of Sodium-Ion Battery Electrolyte Zhuhai Smoothway Electronic Materials Co., Ltd. LionGo (Changzhou) New Energy Co., Ltd. Huzhou Kunlun Power Battery Materials Co., Ltd. Analyst Views on Recycling Industry Core Carrier of Lithium Battery Green Recycling, Key Support for Dual-Carbon Strategy Full Value Chain Taking Shape, Integrated Leaders Driving Closed-Loop Development Facilitating Sustainable Development Across the Full Life Cycle of the Lithium Battery Industry Representative Enterprises in Lithium Battery Recycling Guangdong Brunp Recycling Technology Co., Ltd. Zhejiang Huayou Recycling Technology Co., Ltd. GEM Co., Ltd. Shenzhen Sunwoda Recycled Materials Co., Ltd. Anhui Nandu Huabo New Materials Technology Co., Ltd. Anhui Xunying New Energy Group Co., Ltd. Wuhan Power Battery Regeneration Technology Co., Ltd. Shenzhen Jiecheng New Energy Technology Co., Ltd. Anhui Hengchuangruineng Environmental Protection Technology Group Co., Ltd. Jiujiang Tinci Resource Recycling Technology Co., Ltd. Jiangxi Ganfeng Circular Technology Co., Ltd. Ganzhou Longkai Technology Co., Ltd. Shangrao Huanli Circular Technology Co., Ltd. Ganzhou Tengyuan Cobalt New Materials Co., Ltd. Zhejiang Tianneng New Materials Co., Ltd. Guangdong Fangyuan New Material Group Co., Ltd. Guizhou CNGR New Energy Technology Co., Ltd. Hunan Keyking Recycling Technology Co., Ltd. Shandong Meiduo Technology Co., Ltd. Anhui Nandu Huabo New Materials Technology Co., Ltd. Shanxi Yaxin Green Qingyuan Circular Technology Co., Ltd. Henan Zhongxin New Materials Co., Ltd. At the banquet on the first day of the CLNB 2026 (The 11th New Energy Industry Chain Expo), Zhengyong Huang, Deputy General Manager of the Iron Phosphate Division of Guangzhou Tinci Materials Technology Co., Ltd., and Liang Liu, Deputy General Manager of the Energy Storage Division of REPT Battero Energy Co., Ltd., took the stage to receive the awards on behalf of the award winning enterprises. Shirley Wang, Vice President of SMM, presented awards to the winners! SMM congratulates the above award-winning enterprises and thanks all industry peers for their support!

On April 14, Ye Jianhua, Director and Supervisor of the Industry Research Department of SMM Information & Technology Co., Ltd. (SMM), Feng Chundi, Expert of the SMM Industry Research Institute, and Wu Tao, SMM Copper & Tin Overseas Marketing Manager, visited Chambishi Copper Smelter Limited (CCS) for exchange and survey, where they received warm hospitality from CCS leadership. During the visit, both parties engaged in pragmatic communication based on their respective core businesses. Leveraging its core strengths in non-ferrous metal price index R&D, industry chain big data monitoring, copper market analysis, in-depth industry research, and global non-ferrous resource connectivity, SMM shared insights on international copper market operating logic and price trend analysis, in the context of the current global copper smelting supply-demand pattern, raw material procurement landscape, and TC fluctuation trends. As a key copper smelting producer outside China, CCS provided a detailed introduction to its production and operation status, smelting process advantages, capacity release pace, raw material procurement, and product exports layout, elaborating on practical experience of ex-China copper smelters in production management, cost control, green production, and localized operations. Meanwhile, both parties exchanged views on common industry topics including development pain points of copper smelting outside China, raw material supply security, finished product circulation and trade, industry policy changes, and low-carbon smelting development trends. They also reached preliminary consensus on future directions such as industry chain information sharing, market data sharing, joint market analysis, and industry resource coordination, laying a solid foundation for deepening regular exchanges and promoting high-quality collaborative development of the copper smelting industry chain. Introduction to Chambishi Copper Smelter Limited (CCS) Chambishi Copper Smelter Limited (CCS) is the first large-scale modern pyrometallurgy copper smelting enterprise invested, fully independently designed and constructed by China outside China. Located in the Zambia-China Economic and Trade Cooperation Zone, the company has 170 Chinese staff and 1,600 Zambian employees. CCS has consistently focused on its vision of "building an evergreen, world-class smelter," upholding the corporate spirit of "self-transcendence, continuous breakthroughs, and pursuit of excellence," benchmarking against first-class standards with meticulous craftsmanship, and continuously strengthening and optimizing enterprise management, with its comprehensive competitiveness steadily improving. As of the end of 2024, the company had produced over 3.3 million mt of copper products and 8.7 million mt of sulphuric acid, with cumulative sales revenue of approximately $21 billion, effectively driving local economic development in Zambia and becoming a shining pearl along the Belt and Road! Enterprise History and Development Achievements (Pursuing Excellence, Benchmarking Against the Best and Forging Ahead) To extend the industry chain and retain more added value locally, in 2006, China Nonferrous Metal Mining (Group) Co., Ltd. partnered with Yunnan Copper to introduce the advanced ISA copper smelting process to Zambia, with shareholding ratios of 60% and 40%, respectively. From the design stage, the company drew on successful experience in China and combined it with the characteristics of Zambian raw materials to re-optimize and innovate key processes and technologies of the ISASMELT process, strengthening system integration. This resulted in multiple innovative achievements, including "Integration Innovation and Application of ISASMELT Furnace" and "Comprehensive Automated Control System," which were awarded the First Prize for Scientific and Technological Progress by CNIA in 2010. The ISASMELT furnace campaign life broke world records multiple times, with the second campaign reaching 218 weeks and the third campaign reaching 244 weeks, becoming an international benchmark. In 2021 and 2022, the company's copper production exceeded the designed capacity of 250,000 mt for two consecutive years, making history. In 2024, production further surpassed 260,000 mt, setting a new historical record. In September 2013, the company was honored with the title of Advanced Collective of Central State-Owned Enterprises. In July 2021, it was successfully selected as a benchmark enterprise under the management of the State-owned Assets Supervision and Administration Commission of the State Council. Process Flow (Dedicated and Professional, Pursuing Excellence for Development) The company adopted the internationally advanced and mature process of "oxygen-enriched top-blown submerged bath smelting, electric furnace settling and separation, PS converter blowing, and anode furnace pyrometallurgy refining" to produce copper anode, and the "double-conversion double-absorption" process to produce sulphuric acid. Adhering to the concept of sustainable development, the company built a slag flotation recovery system with a daily processing capacity of 1,500 mt of slag and a bismuth recovery system with a daily processing capacity of 6 mt of flue dust, continuing to recover metals such as copper, cobalt, and bismuth from smelting slag and flue dust. Social Responsibility (Cooperation and Sharing, Giving Back to Society with Strong Responsibility) The company actively practiced its core values of "dedication, cooperation, and sharing," consistently focusing on its core business of copper pyrometallurgy smelting, cooperating extensively with upstream and downstream clients, and sharing development achievements with employees and local communities. Since its establishment, the company had cumulatively paid over $300 million in various taxes and fees in Zambia, created over 5,000 job opportunities, and cooperated with more than 300 local suppliers, contributing to Zambia's green, harmonious, and shared development. The company actively fulfilled its social responsibilities by increasing investment in social welfare programs for local communities in Zambia, covering infrastructure, education, healthcare, and sanitation. It sponsored the renovation of clinics in Kalulushi, the Bushifire Orphanage, and donated to build classrooms at Buyantashi School, Luato Market, Kankuko Bridge, Chibuluma Community Tennis Court, Chimfunshi Chimpanzee Rescue Center, and Modern Stars Football Club, among others. The cumulative investment exceeded $4 million, earning high praise from the local government and warm welcome from the public, and establishing a positive corporate image. The company actively promoted employee localization and continuously achieved skills transfer. The company invested over 5 million Kwacha, and externally carried out technical and non-technical training programs in electric welding, electrical power, pneumatics, technical control, management supervision, and equipment maintenance through the China-Zambia Vocational and Technical College, TEVETA Fund, and other channels. Internally, through mentorship programs, the company conducted business training in masonry, fitting, and other skills. The localization rate of company employees reached over 92%, local employees' skills were significantly improved, and technical expertise was exported to the DRC. Vision and Outlook (Staying True to Our Mission, Building a Shared Future Together) Innovation-driven development knows no bounds. Over the past decade, the company has upheld a sense of survival crisis and market competition awareness, adhered to innovation-driven development, and achieved high-quality growth. In 2021, the company's IT infrastructure was completed and successfully put into use, committed to building an automated, digitalized, and intelligent factory. In August 2023, the company's anode furnace pyrometallurgy refining system technical renovation project was completed and put into operation. In November 2024, the company's three-year action plan for technology-empowered safety and environmental protection was officially established, focusing on technology empowerment and fostering new quality productive forces, propelling the company's high-quality development to a new level. Through collaborative development, benchmarking against first-class standards, technological innovation, and increased production and efficiency, the company continues to advance toward its enterprise vision of "becoming an evergreen, world-class smelter." is scheduled to be held on October 13-14, 2026 in Lusaka, Zambia. Welcome to participate! Contact Person : Wu Tao: 18270916376 jennywu@smm.cn

This week (4.17–4.23), solid-state battery industrialization accelerated sharply. GreatPower struck two strategic deals and advanced a 2.8-billion-yuan project; PingAn and Jinghe Energy put all-solid-state pilot lines into operation with energy density over 400Wh/kg. Sinocera Materials launched an automated sulphide electrolyte line, while Gotion signed the world’s first 20,000-ton solid-state key material project. CATL also unveiled its Kirin condensed-state battery.

Capacity: according to incomplete statistics, China's alkaline electrolyzer market remained at 43.77 GW, the PEM electrolyzer market remained at 2.7 GW, with no new capacity additions for the time being. This week, CPU Hydrogen Power's independently developed 100 Nm³ containerized integrated hydrogen production system completed factory detection and was officially shipped to Sichuan; Trina Green Hydrogen completed the centralized delivery of a batch of 1,000 Nm³/h alkaline hydrogen production equipment, which had arrived at a large-scale green ammonia-methanol project site in China and was about to commence installation; Yigong completed the shipment and delivery of its independently developed and manufactured hydrogen compressor station units. Project-related updates: Jiamusi Hanya New Energy Co., Ltd. : officially signed a memorandum of cooperation in Hefei with Johnson Matthey, a global leader in sustainable technology, and East China Engineering Science and Technology Co., Ltd. The three parties will jointly advance the implementation of the 150,000 mt biomass green methanol demonstration project invested and constructed by Sunshine Green Energy in Tiandong County, Guangxi. Jiang Xi, Executive President of Sunshine Green Energy, Zhong Ling, General Manager of Johnson Matthey China, and Meng Chenzhou, General Manager of East China Engineering Science and Technology, signed the agreement on behalf of their respective parties. Zhongneng Kehang (Baotou) New Energy Technology Co., Ltd.: The annual 300 million m³ green electricity-to-hydrogen project received filing approval. The project is located in Jinshan Economic Development Zone, Guyang County, Baotou City, Inner Mongolia Autonomous Region, with a total investment of 500 million yuan. Construction scale and content: 18 new hydrogen production lines, office buildings, workshops, shift dormitories, etc. Planned construction period: 2026/08–2028/07. Huawang (Qingdao) Hydrogen Energy Technology Group Co., Ltd.: plans to build a 5,000 Nm³/h PSA purification hydrogen production unit in Dongjiakou Chemical Industrial Park, Huangdao District, Qingdao City, Shandong Province. The project will utilize industrial by-product hydrogen resources within the park, and the purified hydrogen will be transported via pipeline to downstream hydrogen refueling stations. The company is now publicly soliciting interested partner manufacturers nationwide, collecting relevant equipment technical proposals and organizing evaluations. Suppliers with appropriate qualifications and project experience are welcome to participate. The project is located in Dongjiakou Chemical Industrial Park, Boli Town, Huangdao District, Qingdao City, with the liaison location at the Hydrogen Energy Building, Boli Town, West Coast New Area, Qingdao City. The available construction area for the unit is approximately 720 m² (30 m × 24 m). Bidding entities are required to complete the layout of process equipment, pipe racks, and maintenance access within the premises of meeting fire protection and safety clearance requirements. Utilities including electricity, circulating water, instrument air, nitrogen, and fire water can be connected to Jinneng Chemical's existing systems. Tieling Carbon Cycle Biotechnology Co., Ltd.: China Energy Engineering Group's CEEC Heilongjiang Institute won the EPC general contracting project for Tieling Carbon Cycle's biomass-to-green-methanol green electricity direct connection project. The project is located in the Chemical Industrial Park of Diaobingshan City, Tieling, Liaoning Province. In this phase, three 220 mt/h high-temperature and high-pressure circulating fluidized bed biomass boilers will be constructed, along with one 50 MW high-temperature and high-pressure extraction-condensing turbo-generator set. Supporting facilities including a desalinated water station, fuel storage yard, and main step-down substation will be built simultaneously. The project primarily provides green electricity and green steam for the overall green ethanol production project, serving as a supporting power plant project. Gansu Runlong Hongneng Energy Management Co., Ltd.: The Guazhou County wind and solar power hydrogen production coupled with biomass-based 250,000 mt/year green methanol integration project, with a total investment of 5.5 billion yuan, officially commenced construction at the Liugou Coal Chemical Industrial Park. The project is invested and constructed by Gansu Runlong Hongneng Energy Management Co., Ltd. It is a major construction reserve project listed by Gansu Province for 2026 and a key benchmark industrial project for Jiuquan City and Guazhou County. The project plans to build 390 MW wind power, 150 MW PV, with supporting 160 MW/320 MWh grid-forming ESS, 48,000 Nm³/h water electrolysis hydrogen production facilities, and a 250,000 mt/year green methanol synthesis unit, while simultaneously achieving biomass gasification synthesis coupled production. Adopting the "green electricity to green hydrogen + biomass gas synthesis" technology route, the project can achieve over 5% self-generated and self-consumed clean electricity, produce over 20,000 mt of green hydrogen annually, consume over 200,000 mt of agricultural and forestry waste annually, and build a zero-carbon energy and resource recycling system. China Energy Engineering Bochuang Green Fuel (Shenyang) Co., Ltd.: The Phase I 100,000 mt green methanol project of the Shenyang wind and solar power hydrogen production integrated with biomass green alcohol and oil demonstration project released an EPC general contracting tender announcement. Phase I construction includes 100 MW centralised wind power, 50 MW/100 MWh electrochemical energy storage, a 100,000 mt/year green methanol unit, and supporting facilities such as 360,000 mt/year biomass pretreatment. The biomass pretreatment plant produces 360,000 mt of biomass white pellets annually. The green methanol system is equipped with 3×1,000 Nm³/h electrolyser hydrogen production equipment, 60,000 Nm³ hydrogen storage tanks, two 600 mt/day pressurised fluidised bed gasification units, and a 100,000 mt/year methanol synthesis unit. The wind farm installs ten 10 MW wind turbines with a rotor diameter of 230 m and a wheel hub height of 160 m, connected to the project's supporting 66 kV step-down substation via two 66 kV overhead lines, with corresponding public auxiliary works constructed simultaneously. Zhongke Yitan Energy Technology (Chifeng) Co., Ltd.: The Hexigten Banner wind and solar power hydrogen-to-methanol and SAF integration project received filing approval. The project is located in Bayanduhumu Gacha, Darihanwula Sumu, Hexigten Banner, Chifeng City, Inner Mongolia Autonomous Region. The project entity is Zhongke Yitan Energy Technology (Chifeng) Co., Ltd., with a total investment of 7.5 billion yuan. Construction scale and content: 1. Construction of one water electrolysis hydrogen production line, including water electrolysis hydrogen production equipment, gas-liquid separation equipment, purification equipment, etc., with an annual green hydrogen output of 62,500 mt; 2. Construction of one green methanol synthesis production line, including biomass gasification equipment, combined purification equipment, methanol synthesis equipment, etc., with an annual green methanol production of 500,000 mt; 3. Construction of one SAF synthesis production line, with an annual SAF production of 100,000 mt. Planned construction period: 2026/05–2028/12. Jiamusi Hanya New Energy Co., Ltd. : China Energy Engineering CEPDI North China Institute signed a contract for the feasibility study and survey design of the Heilongjiang Huanan County 1.2 GW off-grid wind power hydrogen production and 500 MW grid-connected wind power project. In the off-grid wind power hydrogen-to-methanol project, the total installed wind power capacity is 1.2 GW, using 48 units with a single-unit capacity of 6.25 MW and 90 units with a single-unit capacity of 10 MW. The annual power generation of the wind farm is approximately 3.7 billion kWh, with approximately 3,081 annual equivalent full-load hours. Supporting construction includes four 220 kV step-up substations and ESS. After wind power hydrogen production, the hydrogen reacts with captured biomass carbon sources to produce methanol, with an annual methanol output of approximately 300,000 mt. Policy Review 1. The General Office of the Ministry of Industry and Information Technology and other departments jointly issued the Guidelines for Green Design of Industrial Products (2026 Edition). The Guidelines mention: Developing green design solutions. Focusing on industries such as automobiles, construction machinery, machine tools, bearings, wind power equipment, hydrogen energy equipment, PV, lithium batteries, household appliances, packaging, detergents, textiles, biomanufacturing, methanol, and tyres, and targeting key directions of green design, the aim is to develop green design solutions that are technologically advanced, economically feasible, and supply-demand compatible, forming a batch of replicable and scalable exemplary green design solutions. The goal is to cultivate green design solution providers with high professional standards and strong service capabilities, and to build a virtuous ecosystem of "demand-driven — solution development — industrial application". 2. Opinions of the General Office of the CPC Central Committee and the General Office of the State Council on Achieving Higher-Level and Higher-Quality Energy Conservation and Carbon Reduction. The opinions aim to use transport energy conservation and carbon reduction and green energy transition as two key drivers, coordinate low-carbon development with energy security, and accelerate the construction of a clean, low-carbon, safe, and efficient modern energy and transport system. Enterprise Updates Shanghai Yigong Hydrogen Energy Technology Co., Ltd.: The independently developed hydrogen compressor station unit completed delivery and shipment. The equipment will serve as the core power equipment for a hydrogen refueling station, applied in the Sinopec Shanghai Pudong Airport hydrogen refueling station project, providing high-pressure hydrogen refueling services for fuel cell logistics vehicles and tow tractors at the airport, and supporting the construction of a green, low-carbon, and smart integrated energy system at Pudong Airport. Lineng New Energy Technology (Beijing) Co., Ltd.: Hanshan County signed a contract with Lineng New Energy Technology (Beijing) Co., Ltd. for a carbon paper diffusion layer substrate material R&D and manufacturing project. This project is a localisation project for key materials of hydrogen fuel cells and will be established in Hanshan, Anhui Province. Jiangsu Trina Green Hydrogen Technology Co., Ltd.: A batch of 1,000 Nm³/h alkaline hydrogen production equipment was delivered in a centralised shipment. The equipment has arrived at a large-scale domestic green ammonia-methanol project site and is about to commence installation. All electrolysers delivered in this batch were shipped after passing detection at the hydrogen production testing platform at the Yangzhou base. The platform covers approximately 2,000 m², is compatible with full-range hydrogen production system testing from 500 to 2,000 Nm³/h, has cumulatively completed testing of equipment exceeding 50 MW in scale, and possesses full-process performance verification and three-tier safety management capabilities. Suzhou CPU Hydrogen Power Technology Co., Ltd. : The independently developed 100 Nm³ containerised integrated hydrogen production system completed factory detection and was officially shipped to Sichuan, where it will support a local central state-owned enterprise hydrogen production project. The equipment adopts a modular integrated design, integrating electrolysis hydrogen production, purification, and intelligent management processes into a standard container, offering the advantages of convenient transport and rapid installation, enabling "installation upon arrival, commissioning upon installation." The equipment is customised to operate 8,000 hours annually, producing 72 mt of high-purity hydrogen per year. All performance parameters meet the stringent requirements of central state-owned enterprises, ensuring stable and continuous industrial hydrogen supply. Huadian (Ningxia) Energy Co., Ltd.: The tender for the preparation of the planning report for the Ningdong and surrounding areas green hydrogen coupled coal chemical integration project was officially released. The project covers the Ningxia Ningdong Energy and Chemical Industry Base and surrounding areas of Lingwu and Wuzhong, as well as the Ordos region of Inner Mongolia, planning to build a 10kt-level green hydrogen coupled coal chemical and cross-regional pipeline hydrogen transport system. The core project scale includes approximately 1.5 GW of new energy installed capacity, with supporting annual green hydrogen production of approximately 40,000 mt, for deep coupling with traditional coal chemical industries. According to the announcement, the winning bidder is required to complete the full set of planning reports within 180 days after the contract takes effect. The tender scope covers entire industry chain research, including regional industrial foundations, green hydrogen supply-demand and economic analysis, hydrogen storage and transport systems, key project planning, feasibility of green electricity-to-hydrogen layout, and energy and electricity policy consultation for both Ningxia and Inner Mongolia. China Marine Bunker (PetroChina) Co., Ltd.: Windey Energy Technology Group and China Marine Bunker officially signed a strategic cooperation agreement. Qin Ling, General Manager of China Marine Bunker, and Cheng Chenguang, General Manager of Windey Energy Technology Group, attended the ceremony and witnessed the signing. Under the agreement, both parties will focus on the core business of green fuel consumption and sales, deepening collaboration and synergising efforts in key areas such as specification and standard formulation, pricing mechanism development, and logistics and transport systems. By integrating resources and leveraging complementary strengths, they aim to jointly enhance the core competitiveness of the green shipping industry chain and inject new momentum into promoting high-quality transformation and green, low-carbon development of the shipping industry. Beijing Mingyang Hydrogen Energy Technology Co., Ltd.: Officially signed a series of hydrogen production equipment sales contracts with Spanish company KT. Under the agreement, Mingyang Hydrogen Energy will serve as the core hydrogen energy equipment and solution provider, supplying Spanish company KT with 1 MW AEM and 25 MW ALK complete hydrogen production systems and related supporting services, jointly opening a new chapter in in-depth Sino-Spanish green hydrogen industry cooperation. Hangyang Group Co., Ltd.: The company recently announced plans to invest in establishing Ordos Hangyang Gas Co., Ltd. (tentative name), constructing a new 70,000 Nm³/h air separation unit at the Dalu Industrial Park in Jungar Banner, Ordos City, Inner Mongolia, to provide critical gas supply for the Phase II expansion project of Inner Mongolia Tianrun Green Energy Chemical's 300,000 mt synthetic ammonia and 520,000 mt urea project. The park is a national-level modern coal chemical industry base in Inner Mongolia. Patent Applications 1. Shanghai Institute of Ceramics, Chinese Academy of Sciences (China) published patent CN2025110028, developing a ceramic-based anion exchange membrane with a laboratory-tested lifespan of 80,000 hours. 2. Johnson Matthey (UK) filed patent WO2025109876, disclosing a Fe-Ni-Mo ternary non-precious metal catalyst formulation with activity approaching that of platinum-based materials. Technology Footprint / Technical Specifications 1. Petronor and H2SITE collaborated to advance membrane technology for hydrogen production, enhancing high-purity hydrogen and low-carbon efficiency in refining. 2. Dalian University of Technology designed an electron pump catalyst with an asymmetric photo-responsive structure, maintaining asymmetry in electron distribution. 3. The research team from the School of Electrical Engineering and the State Key Laboratory of Electrical Insulation and Power Equipment at Xi'an Jiaotong University successfully developed the Ru/Ti₃C₂Oₓ@NF bifunctional electrocatalyst for seawater electrolysis. 4. The team led by Professor Yu Ying at Central China Normal University developed a three-dimensional hierarchical nanostructured catalytic electrode as a core component for seawater hydrogen production. 5. Johnson Matthey and Syensqo achieved efficient recovery and recycling of platinum group metals and ionomers from PEM fuel cells and electrolysers, significantly reducing the carbon footprint.

Capacity side, according to incomplete statistics, China's alkaline electrolyzer market remained at 43.77 GW, the PEM electrolyzer market remained at 2.7 GW, with no new capacity additions for the time being. No offline public delivery information was available this week. Project-related updates: Guangdong Liquid Sunshine Green Energy Co., Ltd.: The company officially signed a memorandum of cooperation with Johnson Matthey, a global leader in sustainable technology, and East China Engineering Science and Technology Co., Ltd. in Hefei. The three parties will jointly advance the implementation of the 150,000 mt biomass green methanol demonstration project invested and constructed by Liquid Sunshine Green Energy in Tiandong County, Guangxi. Jiang Xi, Executive President of Liquid Sunshine Green Energy, Zhong Ling, General Manager of Johnson Matthey China, and Meng Chenzhou, General Manager of East China Engineering, completed the signing on behalf of their respective parties. Zhongneng Kehang (Baotou) New Energy Technology Co., Ltd.: The annual 300 million m³ green electricity-to-hydrogen production project received filing approval. The project is located in Baotou City — Guyang County — Jinshan Economic Development Zone, Guyang County, Baotou City, Inner Mongolia Autonomous Region, with a total investment of 500 million yuan. Construction scale and content: 18 new hydrogen production lines, office buildings, workshops, shift dormitories, etc. Planned construction period: 2026/08–2028/07. Guoneng Xinjiang Electric Power Co., Ltd.: In collaboration with the New Energy Research Institute, the company successfully completed China's first 660 MW coal-fired boiler hydrogen co-firing pilot test, achieving a maximum hydrogen blending ratio of 45%, marking a pilot-scale breakthrough in coal-hydrogen co-combustion and pure hydrogen combustion. Heilongjiang Jiayirongyuan Green Chemical Co., Ltd.: Jidong County, Jixi City held the groundbreaking ceremony and technical exchange conference for the 300,000 mt green hydrogen-methanol-aviation fuel chemical co-production project. The project is invested and constructed by Heilongjiang Jiayirongyuan Green Chemical Co., Ltd., a subsidiary of Jiaze New Energy Co., Ltd., with a planned total investment of approximately 3.557 billion yuan. The core of the project is to build an annual 300,000 mt green methanol production site and establish a sustainable aviation fuel (SAF) sustainable development system. China Energy Engineering Overseas Investment Co., Ltd.: The commissioning ceremony for Central Asia's first AEM electrolysis hydrogen production research equipment was grandly held in Astana, the capital of Kazakhstan, marking a substantive breakthrough in joint R&D and application demonstration of key green hydrogen technologies between China and Kazakhstan. The equipment was jointly developed by the Overseas Investment Company and Shanghai Jiao Tong University, with the Overseas Investment Company also responsible for coordinating project investment and application scenario development. Leveraging advanced AEM electrolysis hydrogen production technology, the project demonstrates promising application prospects in improving hydrogen production efficiency and reducing system costs. Haiwang (Ningdong) New Materials Co., Ltd.: Its annual 5,000 mt carbazole project successfully completed trial production with feedstock. The project not only continuously produced high-grade products but also achieved batch delivery to multiple clients across different industries. It is understood that Haiwang (Ningdong) New Materials Co., Ltd. is a project jointly funded by Beijing Haiwang Hydrogen Energy Technology Co., Ltd. and Ningxia Ningdong Technology Venture Capital Co., Ltd. The company is located in the New Materials Park of Ningxia Ningdong Energy and Chemical Industry Base, covering 65 mu of land, and construction of an annual 5,000 mt-class continuous carbazole production line has been completed. Zhongneng Jian Bochuang Green Fuel (Shenyang) Co., Ltd.: China's first 500,000 mt-class biomass green methanol-oil demonstration project — the Liaoning Shenyang 500,000 mt-class wind and solar power hydrogen production integrated with biomass green methanol-oil demonstration project — officially commenced construction. The demonstration project has a total investment of 32 billion yuan, fully leveraging the local unique resource advantages of "wind power + biomass," and is committed to building an annual 500,000 mt biomass green methanol-oil project, equipped with 2 GW centralized wind power, with an estimated annual biomass demand of approximately 3 million mt. It is understood that the project will be advanced in three phases. After Phase I completion, annual green methanol production of 100,000 mt will be achieved; after Phase II completion, annual green aviation fuel production of 300,000 mt will be achieved; after Phase III completion, annual green ammonia production of 100,000 mt will be achieved, at which point the overall capacity target of 500,000 mt-class green fuel will be fully met. Xindao Hydrogen Energy Technology (Baotou) Co., Ltd.: The company co-hosted an industry-academia-research cooperation signing ceremony with the School of Chemistry and Chemical Engineering of Inner Mongolia University of Science and Technology. As a wholly-owned subsidiary of Jiangsu Xindao Energy Group, Xindao Hydrogen Energy Technology (Baotou) Co., Ltd. is actively engaged in the construction of a hydrogen-based green fuel off-grid green electricity direct-connection project, aiming to achieve annual targets of 1.485 billion kWh of green electricity, 291 million m³ of green hydrogen, and 200,000 mt of green methanol. The company is committed to promoting the commercialization and application of key technologies for "electricity-hydrogen-carbon" integrated high-efficiency balanced synergy, and has reached a cooperation agreement with a well-known South Korean shipping enterprise on long-term green methanol supply and sales. Policy Review 1. Notice of the Shaanxi Provincial People's Government on Issuing the 15th Five-Year Plan for National Economic and Social Development. The document stated that hydrogen-related industrial clusters should be accelerated with a focus on Yulin, Xi'an, and other areas, building a full industry chain of hydrogen energy covering "production, storage, transportation, refueling, and utilization," reducing hydrogen production costs, and expanding hydrogen energy application scenarios. 2. Notice of the Guangzhou Municipal Administration and Comprehensive Law Enforcement Bureau on Issuing the Guidelines for Applying for Special Subsidies for Hydrogen Refueling Station Construction and Operation in Guangzhou. 3. The People's Government of the 8th Division Shihezi City of the Xinjiang Production and Construction Corps released the Administrative Measures for Hydrogen Energy Industry Development of the 8th Division Shihezi City (Trial) (Draft for Public Comments). The document stated that the safety management of hydrogen energy product production, storage, transportation, filling, and use within the administrative area of the Division and City shall be governed by these measures. Where other laws and administrative regulations provide otherwise, those provisions shall apply. Enterprise Updates Zibo Wangji Transportation Co., Ltd.: The first batch of 40 hydrogen-powered heavy-duty trucks were lined up and officially put into operation. These hydrogen heavy-duty trucks are all equipped with Guohong Hydrogen Energy's fuel cell systems and will primarily undertake trunk-line transportation of bulk materials such as ore powder, cement powder, and coal ash. Under typical conditions of a 100 km one-way trip with a full load of 40 mt, the vehicles can complete refueling in just 20 minutes using the supporting skid-mounted hydrogen refueling station. Sichuan Energy Investment Kuanzhai Green Supply Chain Co., Ltd.: The company released a competitive inquiry for the 2026–2027 comprehensive leasing service procurement project for five 49 mt hydrogen heavy-duty trucks. The tender announcement showed that the procurement covers comprehensive leasing services for five 49 mt hydrogen heavy-duty trucks (including tractor + semi-trailer + driving service + insurance + maintenance). Lease period: the contract term is one year in total, with the initial period of 3 months signed first, followed by contract renewals based on actual demand. This project does not accept consortium participation in the inquiry. Changsha Municipal Bureau of Industry and Information Technology: The bureau released the transaction announcement for the hydrogen energy industry foundation and comprehensive application scenario research service project. The announcement showed that the Fifth Electronics Research Institute of the Ministry of Industry and Information Technology successfully won the bid, with a winning amount of 192,000 yuan. Guangdong Yuntao Hydrogen Energy Technology Co., Ltd. : The company officially reached a sales agreement with Guangzhou Yue'ancheng Trading Co., Ltd., under which Yuntao Hydrogen Energy will deliver 100 hydrogen heavy-duty trucks to Yue'ancheng Trading. It is understood that the 100 dump trucks in this successful order came from the key account development department of Yuntao Hydrogen Energy's dump truck business division, and will comprehensively support Yue'ancheng Trading's core transportation operations. To meet its high-frequency, high-volume transportation needs, these vehicles are equipped with fuel cell systems independently developed by Yuntao Hydrogen Energy, featuring advantages such as a driving range of up to 400 km, hydrogen refueling time of no more than 15 minutes, peak power of 355 kW, and payload capacity exceeding 14 mt. Shanghai Hydrogen Maple Energy Technology Co., Ltd.: The company officially issued a certification to CSSC 712 Research Institute, marking a key breakthrough in China's marine SOFC technology and entering a new stage of standardized and industrialized development. Suzhou Qingqiji Environmental Protection New Energy Co., Ltd.: Following its successful bid for the Sinopec Group Zhongtian Hechuang Ordos coal chemical project and securing the first batch order of 8 electrolyzers, the company won additional orders for the same project in subsequent months. Specifically, after the initial bid win, Qingqiji leveraged its strengths to secure an additional order of 8 alkaline water electrolysis hydrogen production electrolyzers for the Zhongtian Hechuang project four months later, making it the supplier with the largest tied share (16 electrolyzers in total) in the project. It is understood that the Zhongtian Hechuang wind and solar power hydrogen production integration project is not only Sinopec Group's second large-scale renewable energy hydrogen production project globally, but also a landmark project in China's hydrogen energy sector. School of Materials Science and Engineering, Shanghai Jiao Tong University: The first AEM hydrogen production–magnesium-based solid-state hydrogen storage integrated system, independently developed by its Hydrogen Science Center, was officially commissioned in Kazakhstan. The system integrates two core technologies — efficient hydrogen production and safe hydrogen storage — achieving deep intelligent coupling of hydrogen production and storage. It employs non-precious metal, low-cost green electricity dynamic direct-connection hydrogen production and directly delivers hydrogen at low pressure to the magnesium-based solid-state hydrogen storage module, eliminating high-pressure compression and cryogenic liquefaction steps, pioneering a new pathway for large-scale green hydrogen applications. ITM Power Plc: UK electrolyzer producer ITM Power Plc (LON:ITM) secured government funding of £86.5 million ($115.8 million/€99.3 million). The funding includes national equity investment and grants, and will support the construction of a 1 GW production line for its next-generation Chronos electrolyzer stack. Patent Applications 1. Shanghai Institute of Ceramics, Chinese Academy of Sciences (China) published patent CN2025110028, developing a ceramic-based anion exchange membrane with a laboratory-tested lifespan of 80,000 hours. 2. Johnson Matthey (UK) filed patent WO2025109876, disclosing an Fe-Ni-Mo ternary non-precious metal catalyst formulation with activity approaching that of platinum-based materials. Technology Footprint / Technical Specifications 1. The team led by Professor Yu Ying at Central China Normal University developed a three-dimensional hierarchical nanostructured catalytic electrode, a core part for seawater hydrogen production. 2. Dalian University of Technology designed an electron pump catalyst with an asymmetric photo-responsive structure, maintaining asymmetry in electron distribution. 3. A research team from the School of Electrical Engineering and the State Key Laboratory of Electrical Insulation and Power Equipment at Xi'an Jiaotong University successfully developed a Ru/Ti₃C₂Oₓ@NF bifunctional electrocatalyst for seawater electrolysis. 4. Johnson Matthey and Syensqo achieved efficient recovery and recycling of platinum group metals and ionomers from PEM fuel cells and electrolyzers, significantly reducing the carbon footprint. 5. Teams from Xi'an Jiaotong University and Peking University jointly developed a novel osmium-based catalyst, significantly improving AEM water electrolysis hydrogen production efficiency and economics, facilitating large-scale low-cost green hydrogen production.

Capacity side, according to incomplete statistics, China's alkaline electrolyzer market remained at 43.77 GW, the PEM electrolyzer market remained at 2.7 GW, with no new capacity additions for the time being. Sungrow Hydrogen's alkaline electrolyzer systems and proton exchange membrane electrolyzer systems were simultaneously delivered to Oman, Europe, and South America; Trina Green Hydrogen delivered multiple sets of second-generation Tianqing series 1,000 Nm³/h alkaline electrolyzers to green hydrogen-ammonia-methanol projects in China; Hande completed the delivery of one set of 1 Nm³ PEM hydrogen production system to a Chinese university. Project-related developments: Shandong Energy Group Inner Mongolia Branch: The winning bid candidates for the 2026 Shenglu Power Plant hydrogen production station electrolyzer project were publicly announced. The first winning bid candidate was Beijing Mingyang Hydrogen Energy Technology Co., Ltd., and Tianjin Dalu Hydrogen Production Equipment Co., Ltd. ranked second. CNMC Orient Tantalum Industry: For the 50 m³ electrolytic hydrogen production and purification system, the first winning bid candidate was Tianjin Dalu Hydrogen Production Equipment Co., Ltd. with a bid price of 1.68 million yuan. The second and third candidates were Shenzhen Wenshi Hydrogen Energy Technology Co., Ltd. and Beijing Zhongdian Fengye Technology Development Co., Ltd., with bid prices of 1.79 million yuan and 1.99 million yuan, respectively. Beijing Zhongdian Fengye Technology Development Co., Ltd.: Officially signed a strategic cooperation framework agreement with Haitai New Energy. The in-depth cooperation will focus on five key areas: first, integrated development of PV-to-hydrogen systems to create standardized solutions; second, advancing integrated wind-solar-storage-green hydrogen projects to build benchmark projects in regions of China rich in wind and solar resources; third, conducting technology R&D and process optimization to overcome key technologies and jointly develop new energy hydrogen production process packages; fourth, leveraging both parties' resources for marketing and sales to jointly expand China and non-China markets; fifth, jointly applying for scientific research and industrial support projects and participating in the formulation of industry standards. CNOOC (Shanxi) Precious Metals Co., Ltd., Jinzhong City: Its Shanxi Province's first MW-class proton exchange membrane (PEM) water electrolysis hydrogen production unit was successfully commissioned. Zaoyang Tongda Passenger Transport Co., Ltd.: Issued a tender announcement for the procurement of 20 hydrogen energy buses. The procurement covers 20 hydrogen energy buses with a maximum price limit of 21 million yuan. The project does not accept consortium bidding. Jiangsu Guofu Hydrogen Energy Technology Equipment Co., Ltd.: Announced the signing of an agreement with its affiliated company GF Hydrogen Africa Sarl to provide a 20 MW green hydrogen production system for Morocco, with a total consideration of approximately $6.2 million. China Coal Shaanxi Energy Chemical Group Co., Ltd.: Published the transaction result announcement for the feasibility study report compilation service for the China Coal Shaanxi Xi'an Kang green electricity-coupled biomass-to-green methanol integration project. The supplier is Hualou Engineering Technology Co., Ltd. Inner Mongolia Green Hydrogen Steel Union Technology Co., Ltd.: Its green electricity-green hydrogen shaft furnace reduction-electric furnace short-process all-green steel production line project released the winning bid announcement for the preliminary survey and mapping portion. The winning bidder was Tianjin Geological Engineering Survey and Design Institute Co., Ltd., with a winning bid amount of 3.0362 million yuan. It is reported that the tender for the civil construction portion of the project was completed in February. Inner Mongolia Huadian Huayang Hydrogen Energy Technology Co., Ltd.: The winning bid result for the survey and design service for the wind-solar-storage portion of the Inner Mongolia Huadian Damao Banner 1 million kW wind-solar-to-hydrogen integration project was announced. Power supply engineering: total new energy installations of 1,000 MW, including 700 MW wind power and 300 MW PV, with supporting construction of one 100 MW/200 MWh LFP battery ESS power station, two 220 kV step-up substations, access roads, collector lines, and other equipment and facilities. Hydrogen production plant: construction of 88 units of 1,000 Nm³/h water electrolysis hydrogen production equipment and supporting facilities, with an annual hydrogen output of 547 million Nm³; supporting construction of one 220 kV hydrogen production main step-down substation and other facilities and equipment. The total project investment is 6.7645 billion yuan, with 30% self-owned capital. Ordos Hanxia New Energy Co., Ltd.: At the hydrogen production plant of the Narisong PV-to-hydrogen industrial demonstration project in Jungar Banner, Ordos, Inner Mongolia Autonomous Region — the site of China's first 10 kt-class PV-to-hydrogen project — the first truckload of high-purity green hydrogen meeting the 99.999% national standard was successfully dispatched after completing the filling operation, marking the first shipment of 2026. Policy Review 1. The National Development and Reform Commission issued the "Standards for Determining Major Accident Hazards in the Electric Power Sector and Regulations on Governance, Supervision and Administration," Order No. 41 of 2026. The document states that under the major hazard determination standards, any of the following conditions occurring in the power grid or power equipment and facilities shall be determined as a major hazard, including: for DC ±800 kV and AC 1000 kV and above transformers (converter transformers), monitored acetylene content reaching 0.000005 liters per liter or weekly increment exceeding 0.000002 liters per liter, or hydrogen content exceeding 0.00045 liters per liter, or total hydrocarbon content exceeding 0.00045 liters per liter. 2. The Henan Provincial Development and Reform Commission issued a notice on the list of key construction projects in Henan Province for 2026. The document states that Henan Province has 1,418 provincial key projects for 2026 with a total investment of approximately 3.2 trillion yuan, aiming to complete annual investment of over 1 trillion yuan. 3. The General Office of the Gansu Provincial People's Government issued a notice on the implementation plan for accelerating scenario cultivation and opening up to promote large-scale application of new scenarios. The document states, in the clean energy sector, the plan is to promote the coordinated layout of "generation-grid-load-storage-production," accelerate the construction of industrial cluster scenarios for wind power, PV, concentrated solar power, hydrogen energy, energy storage equipment, and new energy battery industries. A number of green electricity direct-connection scenario projects are expected to be promoted, and new energy consumption models such as virtual power plants and smart microgrids are expected to be popularized. The plan is to accelerate the deployment of green electricity-to-hydrogen scenarios through multiple models including new energy direct supply, off-grid operation, and green electricity trading, expand the diversified application of green hydrogen in industry, transportation, energy storage, and power generation, and strive to build the Hexi "Green Hydrogen Corridor" innovation scenario. Enterprise Developments Shanghai Hydrogen Maple Energy Technology Co., Ltd.: Partnered with US-based Apollo Mechanical Contractors to secure a commercial order for low-temperature solid-state hydrogen storage technology from Klickitat Valley Health Hospital in Washington State, US. Its independently developed titanium-based solid-state hydrogen storage technology successfully entered the US application market. AiH2 Technology (Group) Co., Ltd.: Officially signed a cooperation agreement with Chongqing Wansheng Economic and Technological Development Zone. Both parties will leverage the by-product hydrogen resources of the Wansheng Economic and Technological Development Zone to build the largest kt-class magnesium-based solid-state hydrogen supply and storage base in south-west China. Huawang (Qingdao) Hydrogen Energy Technology Group Co., Ltd. : The groundbreaking ceremony for the hydrogen refueling station construction project at Qingdao Hydrogen Energy Industrial Park was officially held in Boli Town, West Coast New Area, Qingdao. Panzhihua Huacheng New Energy Co., Ltd. : The pre-acceptance work for the Madian hydrogen refueling station's liquid hydrogen and gaseous hydrogen expansion project was successfully completed. China Classification Society (CCS) Wuhan Branch : Officially issued a certificate of approval to CSSC 712 Research Institute, marking a key breakthrough in China's marine SOFC technology and entering a new stage of standardized and industrialised development. Yunnan Energy Investment Weixin Energy Co., Ltd.: Issued an inquiry letter for the procurement of hydrogen storage tanks for the turbine department, with a procurement quantity of 4 units. AECC Hunan Aviation Powerplant Research Institute: Its independently developed MW-class hydrogen-fueled aviation turboprop engine AEP100 successfully completed its maiden flight. The flight lasted 16 minutes and covered a distance of 36 kilometers. Shandong Hi-Speed Service Development Group Co., Ltd.: The winning bid candidates for the Phase II PEM water electrolysis hydrogen production and energy storage portion of the hydrogen highway and zero-carbon service area key technology integration and demonstration Gaomi Service Area hydrogen refueling station comprehensive utilization project were publicly announced. According to the announcement: the first winning bid candidate was Jiangsu Guofu Hydrogen Energy Technology Equipment Co., Ltd. with a bid price of 21.27 million yuan; the second winning bid candidate was Luyu Hydrogen Energy (Xiamen) Technology Co., Ltd. with a bid price of 21.95 million yuan; the third winning bid candidate was Jiangsu Huade Hydrogen Energy Technology Co., Ltd. with a bid price of 21.75 million yuan. Patent Applications 1. Shanghai Institute of Ceramics, Chinese Academy of Sciences (China) published patent CN2025110028, developing a ceramic-based anion exchange membrane with a laboratory-tested lifespan of 80,000 hours. 2. Johnson Matthey (UK) filed patent WO2025109876, disclosing an Fe-Ni-Mo ternary non-precious metal catalyst formulation with activity approaching that of platinum-based materials. Technology Footprint / Technical Specifications 1. The team led by Professor Yu Ying at Central China Normal University developed a three-dimensional hierarchical nanostructured catalytic electrode, a core part for seawater hydrogen production. 2. Dalian University of Technology designed an electron pump catalyst with an asymmetric photo-responsive structure to maintain the asymmetry of electron distribution. 3. The research team from the School of Electrical Engineering and the State Key Laboratory of Electrical Insulation and Power Equipment at Xi'an Jiaotong University successfully developed a Ru/Ti₃C₂Oₓ@NF bifunctional electrocatalyst for seawater electrolysis. 4. Johnson Matthey and Syensqo achieved efficient recovery and recycling of platinum group metals and ionomers from PEM fuel cells and electrolyzers, significantly reducing the carbon footprint. 5. Teams from Xi'an Jiaotong University and Peking University jointly developed a novel osmium-based catalyst, significantly improving AEM water electrolysis hydrogen production efficiency and economics, facilitating the scale-up of low-cost green hydrogen.

【SMM Steel】UMB Steel chose SARRALLE to develop a modern meltshop at the Oțelu Roșu plant, restarting after 12 years. Annual target: ~700,000 t of rebar, wire rod, and compact coils. SARRALLE will integrate KR-MELT® with vertical scrap preheating. The airtight design captures fumes/dust, improving environmental standards. The setup reduces energy use and boosts productivity. The partnership supports efficient, sustainable production in Romania.

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. There was no offline delivery information this week. Project-related updates: Binyang County Haoyuan Industrial Investment Co., Ltd.: Competitive consultation was launched for the Binyang County Green Electricity Hydrogen Production Pilot Construction Project (procurement of hydrogen production equipment and facilities). The budget amount was 2.85 million yuan, with a maximum price limit of 2.85 million yuan. The project entity was Binyang County Haoyuan Industrial Investment Co., Ltd. It is understood that the company is a wholly owned subsidiary of Binyang County Kunpeng Water Affairs Co., Ltd. Kunpeng Water Affairs has registered capital of 448.6 million yuan, and its ultimate controller is the Binyang County Finance Center. Datang Inner Mongolia Duolun Coal Chemical Co., Ltd.: Inquiry-based procurement was conducted 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 is understood that the Datang Duolun 150,000-kW integrated wind and solar power hydrogen production demonstration project was China’s first medium-to-large-scale technological demonstration project for off-grid wind and solar power hydrogen production deeply coupled with coal chemicals. It was invested in and constructed by Datang Duolun Ruiyuan New Energy Co., Ltd., with a total investment of about 1.3 billion yuan. Construction officially began in November 2023, construction officially began in November 2023, hydrogen was successfully produced on December 29, 2024, and the project was officially connected to the grid and put into operation on January 17, 2025. Shaanxi Construction Engineering Installation Group Co., Ltd.: The Guyang-Baiyun Obo gas transmission pipeline project, undertaken by Shaanxi Installation Group, achieved important progress, with its Guyang initial station and valve chamber successfully passing completion acceptance. It is 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 running overall 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. PetroChina Shenzhen New Energy Research Institute Co., Ltd.: It released a processing tender for its brine hydrogen production electrolyzer. 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 includes, but is not limited to, integrated electrolyzer materials such as electrodes, end plates, bipolar plates, separators, and gaskets. Suppliers were also required to provide essential auxiliary electrolyzer accessories such as cooling towers, chillers, and potassium hydroxide in accordance with the purchaser’s requirements. Tianjin Saihong Environmental Engineering Co., Ltd.: A groundbreaking and pile foundation commencement ceremony was held in the Dagang Petrochemical Industrial Park of Tianjin Binhai New Area. It is understood that the project uses the polyploid giant reed “Lüzhou No. 1,” carefully cultivated by Ruihengmao Group, as its core raw material, successfully overcoming the bottlenecks of existing gasification technologies and the economic challenges of biomass raw materials. Tangshan Haitai New Energy Technology Co., Ltd.: recently entered into a strategic cooperation agreement with Beijing Shougang Gas Co., Ltd. During the meeting, Haitai New Energy gave a detailed presentation on the planning layout and current progress of its long-distance hydrogen pipeline project. The two sides then conducted in-depth discussions and exchanges on the development direction of the hydrogen energy industry and successfully signed a strategic cooperation agreement. In view of Shougang Gas’s continuously rising future demand for hydrogen, Haitai New Energy will leverage its comprehensive advantages in hydrogen transportation to provide Shougang Gas with stable and reliable green hydrogen supply services and comprehensive integrated solutions. Shanghai Juna New Material Technology Co., Ltd.: its water electrolysis hydrogen production electrode company, Juna Technology, completed a new round of financing, exclusively invested by CATL, which has become the company’s largest external institutional shareholder at present. Previously, Juna Technology had completed its first round of financing led by Lenovo Star and its second round led by Changjiang Innovation. This round of financing also marked the company’s first introduction of industrial capital. To date, the company has accumulated 8 external institutional shareholders. Shanghai Juna New Material Technology Co., Ltd.: formally signed a strategic cooperation agreement with Zhejiang Sunshine Green Hydrogen Technology Co., Ltd. This cooperation mainly focuses on the industrialisation and deployment of megawatt-class AEM electrolyzers. Leveraging its advanced JE series high performance AEM hydrogen production electrodes, Juna Technology will provide core component support for Sunshine Green Hydrogen in the R&D, testing, and scaled mass production of megawatt-class electrolyzers. Xinjiang Qingda Energy Technology Co., Ltd. : the environmental impact report for its integrated production line project with annual output of 120,000 mt of green hydrogen and 700,000 mt of green ammonia is planned for submission for approval and public disclosure. According to the disclosure, the project is a new-build project located in the western zone of Wusu Industrial Park and invested in and constructed by Xinjiang Qingda Energy Technology Co., Ltd., with a total investment of 4.1914 billion yuan. The project includes extensive construction content, specifically: six water electrolysis hydrogen production unit lines, each with annual output of 20,000 mt, to achieve annual output of 120,000 mt of green hydrogen; meanwhile, one ammonia synthesis unit line with annual output of 700,000 mt to produce 700,000 mt of green ammonia; in addition, one nitrogen production unit line with annual output of 560,000 KNm³ is also planned. In terms of auxiliary facilities, the project will build 6 electrolyzer workshops, 1 office building, 1 circulating water station, 1 central control room, 1 liquid ammonia tank farm, 1 hydrogen tank farm, 1 demineralised water station, and other supporting facilities, with total gross floor area of 127,083.72 m² and total site area of 330,883 m². The construction period is expected to be 12 months. In the water electrolysis hydrogen production segment, the project adopts the alkaline electrolyzer (ALK) hydrogen production process, equipped with 86 2,000-Nm³ electrolyzers, as well as 2 purification units and 2 gas-liquid treatment units, and is expected to produce 120,000 mt of hydrogen annually, mainly as raw material for ammonia synthesis. For the ammonia synthesis unit, the project will build one new unit adopting Casale axial-radial technology, with major equipment including ammonia compressors and synthesis towers, and is expected to produce 700,000 mt of liquid ammonia annually. CRRC Zhuzhou Electric Locomotive Research Institute Co., Ltd.: CRRC Zhuzhou Institute successfully won the bid for 8 water electrolysis hydrogen production systems for Phase I of Kaishan Group’s Kenya green fertilizer project. It is understood that this is the first export of CRRC electrolyzer products to Africa and also the world’s first project to produce green hydrogen/ammonia using geothermal new energy. The Kaishan fertilizer project uses geothermal steam from a Kenyan energy company to generate clean electricity, and then uses this clean electricity to produce hydrogen and green ammonia, ultimately producing more than 480,000 mt of green fertilizer. The hydrogen production section of the project uses a total of 90 sets of 1,000 Nm³/h. Xinqing Energy Technology (Fukang) Co., Ltd.: the EPC general contracting tender for the Xinqing Energy photovoltaic hydrogen production coupled resource clean utilisation low-carbon integrated project (chemical section) was recently released. It is reported that the project is located about 28 km east of Fukang City, Changji Prefecture, Xinjiang Uygur Autonomous Region, about 72 km west of Jimusar County, about 7 km north of Ganhezi Town, and adjacent to the east side of Xinjiang Jinxiang Sairui Coal Chemical Technology Co., Ltd. The project plans to build a new 383.3 MW PV power generation system to achieve hydrogen production capacity of 20,000 mt per year, together with a supporting ammonia synthesis system with annual output of 130,000 mt. In addition, one 220 kV step-down substation will also be built. Inner Mongolia Baofeng Coal-Based New Materials Co., Ltd.: Power Station Group has formally signed a cooperation agreement with Inner Mongolia Feng Coal-Based New Materials Co., Ltd. Power Station Group will supply key equipment for the Phase I water electrolysis hydrogen production project of the other party’s wind and solar power hydrogen production project, specifically including 8 alkaline electrolyzers of 1,250 Nm³/h and the world’s largest single-set 5,000 Nm³/h separation and purification system. In addition, Power Station Group will also provide the industry’s first outdoor three-dimensional layout design supporting services. 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 states that by 2028, mass-produced water electrolysis hydrogen production equipment will achieve DC power consumption below 4.2 kWh/Nm³ under rated operating conditions. 2. Notice of the General Office of the National Energy Administration on Issuing the Guidelines for Project Approval of the 2026 Energy Industry Standards Plan. The key areas for project approval under the 2026 energy industry standards plan include 8 items. In the hydrogen energy field, the key directions include fundamentals and general applications, hydrogen production and conversion, hydrogen storage and transportation, hydrogen refueling, hydrogen power and generation, and hydrogen equipment. 3. Notice of the People’s Government of Heilongjiang Province on Issuing the Outline of the 15th Five-Year Plan for National Economic and Social Development of Heilongjiang Province. The document states that Heilongjiang will step up development of the bioenergy industry, foster green liquid fuel industries such as green hydrogen-to-ammonia, green methanol, and green aviation fuel, strive to achieve annual production capacity of 1 million mt of green hydrogen and 3 million mt of green liquid fuels, and accelerate the scaled and commercial development of bio-natural gas. Corporate Developments CIMC Enric Holdings Limited: Yang Baoying, honorary president of its hydrogen business center, and his delegation recently visited Pengfei Group. During the exchange, the two sides held discussions on promoting the implementation of the “hydrogen cylinder replacement” operating model for hydrogen heavy-duty trucks in Lvliang and ultimately reached consensus. This move has injected strong momentum into the commercialisation and scaled promotion of hydrogen heavy-duty trucks, pressing the “fast-forward button.” Yuchai Xinlan (Jiangsu) Hydrogen Energy Co., Ltd. : formally entered into a strategic cooperation agreement with Henan Hitachi Xin Co., Ltd. The two sides will carry out in-depth cooperation around key links in the hydrogen energy industry chain and jointly advance hydrogen technology innovation, product R&D, and market applications. Shaanxi Construction Engineering Installation Group Co., Ltd.: the Guyang first station and valve chamber of the Guyang-Baiyun Obo gas pipeline project, which it constructed, successfully passed completion acceptance. This milestone means that the innovative infrastructure project, equipped with 20% hydrogen blending transmission capability, is on the verge of official operation. It is understood that the Guyang-Baiyun Obo gas pipeline project not only has 20% hydrogen blending transmission capacity, but is also a key planned construction project under the “county-to-county connectivity 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 first station and generally running from south to north, passing through Guyang County, Darhan Muminggan Banner, and Baiyun Obo mining district in Baotou City before finally reaching Barun Industrial Park. Jiangsu Guofu Hydrogen Energy Technology Equipment Co., Ltd. : a delegation from Thailand’s water resources, 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 ZNShine Solar and Guofu Hydrogen Energy. It is understood that the project relies on a distributed PV system installed on factory rooftops to provide clean and stable electricity for the enterprise’s production and energy applications through PV power generation, balancing efficient energy utilisation and green development. At the same time, it integrates hydrogen application scenarios and is equipped with an ESS to ensure stable energy supply for hydrogen production. It is a leading distributed PV hydrogen production demonstration project in China, showcasing China’s advanced achievements in the integrated development of PV and hydrogen energy. CSIC 712 Research Institute: the 100-kg-class hydrogen-powered hexacopter UAV “Hydrogen Peak No. 1,” which it led in developing, successfully completed its maiden flight. It is understood that Hanhydrogen Power, as the main supplier of the hydrogen supply system for hydrogen fuel cell UAVs, participated in the formulation of T/CEEIA265-2017 Technical Specification for Fuel Cell Fuel Systems of Unmanned Aerial Vehicles by the China Electrotechnical Society. Shanghai Yigong Hydrogen Energy Technology Co., Ltd.: Yigong Hydrogen Energy has seen concentrated batch shipments of its hydrogen compressor products, which have been delivered to project sites across the country for commercial operation. Guofu (Jinan) Hydrogen Energy Technology Development Co., Ltd.: registered capital is 2 million yuan, and the legal representative is Ding Leizhe. Equity information shows that Jiangsu Guofu Hydrogen Energy Technology Equipment Co., Ltd. holds 80% of the company, while Zhejiang Lingniu Yishi New Energy Technology Co., Ltd. holds 20%. Patent Applications 1. Shanghai Institute of Ceramics, Chinese Academy of Sciences (China) disclosed patent CN2025110028, developing a ceramic-based anion exchange membrane with laboratory-tested service life reaching 80,000 hours. 2. Johnson Matthey (UK) filed patent WO2025109876, disclosing an Fe-Ni-Mo ternary non-precious metal catalyst formulation with activity close to platinum-based materials. Technology Footprint/Technical Specifications 1. Professor Yu Ying’s team at Central China Normal University developed a three-dimensional graded nanostructured catalytic electrode, a core component 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 electrolyzers, significantly reducing 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 scaled deployment of low-cost green hydrogen.