Recently, the north-east China City Football League Harbin division kicked off at the Acheng District Culture and Sports Center in Harbin. As the event's official strategic partner, Geely combined methanol energy, sports events, and north-east China's regional characteristics, showcasing its green commercial vehicle products in event scenarios. Following the appearance of the Farizon Xinghan H methanol-electric heavy-duty truck at the Shenyang division, the Farizon Xingzhi T9M methanol-electric light truck debuted in Harbin as the official ceremonial float. The addition of this model signifies that Geely Farizon has achieved product synergy from heavy-duty to light-duty trucks in event support scenarios, further demonstrating the multi-category layout of its methanol-electric commercial vehicles in the north-east China market. The north-east China Super League is the country's first inter-provincial mass football tournament, covering eight cities including Shenyang, Dalian, Changchun, and Harbin. Using football as a link, the event showcases the vitality of coordinated regional development in north-east China. Geely provides support in event operations, brand promotion, and support services, and through methanol-electric products, showcases green transportation solutions, conveying a healthy, safe, and environmentally friendly travel and transportation philosophy . The Farizon Xingzhi T9M has moved from behind-the-scenes support to the forefront, becoming a vital vehicle for showcasing methanol-electric technology to the public. Previously, Geely Farizon's products have served large-scale events such as the Hangzhou Asian Games and the Harbin Asian Winter Games, covering scenarios including public mobility, urban logistics, and torch relay, while completing support tasks in low-temperature environments, verifying the adaptability of methanol-electric technology in cold regions. With cold winters, vast geographic spans, and strong logistics transportation demand, north-east China places higher requirements on the driving range, energy replenishment, and low-temperature starting capabilities of new energy commercial vehicles. Traditional battery-electric routes are prone to issues such as driving range degradation and reduced energy replenishment efficiency in extremely cold environments, whereas methanol-electric technology, by combining fuel-based energy replenishment with an electric drive system, offers an alternative new energy commercial vehicle solution for north China. Leveraging Geely's over 20 years of technological accumulation in methanol, Geely Farizon has formed a methanol-electric product matrix covering categories such as heavy-duty trucks, light-duty trucks, buses, and agricultural machinery, adaptable to various scenarios including trunk logistics, urban distribution, short-haul transport, engineering operations, public transport, and agricultural production. Considering the energy and transport characteristics of north China, "Methanol in the North, Electricity in the South" is emerging as a key pathway for Geely Farizon to promote the development of regional new energy commercial vehicles . In terms of operational performance, the methanol-electric light truck can cover intercity trunk routes exceeding 900 km from Harbin to Dalian, start rapidly in -20°C low-temperature environments, and achieve per-kilometer costs as low as 0.5 yuan, representing a reduction of over 50% compared to equivalent diesel light trucks. Methanol-electric buses have been deployed in Tianjin, Daqing, Harbin, Shenyang, and other cities, offering a driving range of up to 600 km, maintaining a constant cabin temperature of 20°C to 25°C in winter, and saving 180,000 yuan over an 8-year vehicle life cycle. In the heavy-duty truck sector, the Farizon Xinghan H methanol-electric heavy-duty truck, fully loaded at 42 mt, traveled 1,522.9 km on a single tank of methanol traversing the Hexi Corridor, earning a world record certification. In May this year, a driverless tractor equipped with a methanol-electric agricultural machinery power solution commenced spring plowing applications in Shuangyashan, Heilongjiang, providing green power support for agricultural production. Regarding the energy replenishment system, Geely Farizon has cooperated with enterprises including PetroChina and Sinopec to build over 1,000 methanol refueling stations nationwide and plans to expand this to 4,000 by the end of 2027, enhancing the convenience of methanol vehicle usage. At the policy level, the green hydrogen, ammonia, and methanol industry is being integrated as a key development direction, and multiple regions have successively introduced policy documents supporting the promotion of methanol vehicles. Liaoning Province has proposed reaching a methanol vehicle production scale of over 50,000 units by 2028, while Heilongjiang Province is also advancing the construction of a methanol ecosystem. From sports event showcases to road transport, public transit, and agricultural production, Geely Farizon's methanol-electric technology is achieving multi-scenario implementation in north-east China. Going forward, as models such as the Xingzhi T9M accelerate their promotion, methanol-electric commercial vehicles are expected to further serve the new energy transition of commercial vehicles, energy structure optimization, and green transportation system development in north-east China.

Recently, Sineng Electric recently showcased its AI+ full-scenario solutions at Intersolar Europe 2026 in Munich, Germany, and highlighted its flexible hydrogen production system for PV+ESS and hydrogen applications. Intersolar Europe is one of the exhibitions under The smarter E Europe, held concurrently with events on energy storage, e-mobility, and energy management, presenting the collaborative application of new-type energy systems. The flexible hydrogen production solution presented by Sineng Electric focused on addressing fluctuation adaptation issues in green electricity hydrogen production projects. Wind and PV output is intermittent, while electrolysis-based hydrogen production equipment demands high operational stability and load control. Therefore, efficient coordination among “source, storage, and hydrogen” directly affects project energy efficiency, economic viability, and equipment lifespan. In a PV+ESS+hydrogen system, energy storage can smooth the output of new energy, while the hydrogen production system handles green electricity conversion and energy storage. By introducing AI capabilities into its full-scenario solution, Sineng Electric is demonstrating that its focus extends beyond individual equipment, using intelligent control to optimize the operational relationships among PV power generation, energy storage charging and discharging, and hydrogen production loads, thereby enhancing overall system responsiveness. According to official opening information from The smarter E Europe, this year’s event focuses on reliable, economical, climate-neutral all-day renewable energy supply and emphasizes the synergy among solar, energy storage, digitalized power grids, and hydrogen. Sineng Electric’s presentation of its flexible hydrogen production system aligns with European market demand for renewable energy hydrogen production and integrated energy dispatch . From an application perspective, the solution can serve large-scale wind and solar hydrogen production bases, zero-carbon industrial parks, industrial green hydrogen substitution, green ammonia and green methanol projects, and off-grid energy scenarios. As global green hydrogen projects move from planning to construction, system integration, intelligent control, and multi-energy synergy capabilities will become key competitive factors for equipment enterprises. The appearance at Intersolar Europe also provides a showcase window for Sineng Electric to further expand its overseas PV+ESS and hydrogen market. As the global energy transition enters a stage of systematic competition, Chinese enterprises are no longer exporting only standalone equipment, but comprehensive solutions for green electricity consumption, hydrogen production, and low-carbon energy use.

Recently, CRRC Zhuzhou Institute appeared at The smarter E Europe 2026 in Munich, Germany, showcasing a flexible green electricity-based hydrogen production system centered on full-scenario new energy applications for "PV+ESS+hydrogen." The event was held in Munich from June 23 to 25, with official information indicating that approximately 2,800 international exhibitors gathered, focusing on technologies, products, and business models for 24/7 renewable energy supply. The core focus presented by CRRC Zhuzhou Institute this time was to systematically integrate new energy generation, energy storage regulation, and electrolytic hydrogen production. Compared to standalone hydrogen production equipment, flexible green electricity-based hydrogen production emphasizes adaptability to fluctuations in wind and solar power output, enhancing the efficiency of consuming unstable green electricity in the hydrogen production process through power electronics controls, energy storage buffering, and system scheduling. From an industry perspective, Europe's energy transition was shifting from simply expanding generation capacity to building a sustainable, dispatchable, and storable energy system. Official information from The smarter E Europe indicated that this year's event emphasized the feasibility of "24/7 renewable energy supply," integrating solar energy, energy storage, electric mobility, digital power grids, and hydrogen into a unified system framework. Against this backdrop, the integrated PV+ESS+hydrogen solution became a key pathway for connecting renewable electricity with green fuels. CRRC Zhuzhou Institute's participation also indicated that its new energy business was extending from equipment manufacturing to comprehensive energy solutions. Leveraging its accumulated technical expertise in power electronics, control systems, and rail transit equipment, the flexible hydrogen production system can target scenarios such as green hydrogen production sites, industrial parks, off-grid energy systems, and renewable energy consumption projects, promoting the conversion of green electricity into hydrogen energy. Industry insiders believe that as Europe accelerates the construction of a green hydrogen system, the stability, response speed, and system integration capabilities of hydrogen production systems will influence project implementation outcomes. CRRC Zhuzhou Institute's choice to showcase the flexible green electricity-based hydrogen production system in Munich was both a technological debut for markets outside China and a reflection of Chinese enterprises participating in the global competition for green hydrogen equipment and system solutions.

On June 17, 2026, according to official news from Jordan Kingdom TV, the Jordanian cabinet formally approved the land use cooperation plan, authorizing the signing of a special land agreement with China United Energy Group (UEG) to pave the way for the implementation of their jointly developed green hydrogen project. At this stage, efforts will focus on advancing pre-project feasibility studies, marking the entry of China-Jordan cross-border green hydrogen industry cooperation into a substantive implementation phase. This cooperation project deeply aligns with Jordan's national energy development strategy and is a key layout project for the country to promote clean energy substitution and achieve ecological and environmental sustainable development. Building on its own new energy resource endowments, Jordan has been continuously advancing the green hydrogen and low-carbon fuel industries. The land agreement implemented this time will effectively assist Jordan in attracting high-quality international green hydrogen investment , addressing the shortcomings of its clean energy industry development, and accelerating the green transformation of its domestic energy structure. Leveraging this China-Jordan green hydrogen cooperation project, Jordan will strive to build a regional green industrial base and clean fuel supply hub. After implementation, the project will effectively drive the cluster development of upstream and downstream related industries such as green ammonia , improve the local hydrogen entire industry chain layout, promote the extension of hydrogen applications from a single energy category to multiple fields such as industrial raw materials and clean fuels, and consolidate Jordan's regional advantage in the Middle East's green hydrogen industry. From an industrial value perspective, this project will not only help Jordan reduce its dependence on traditional fossil fuels and increase its domestic clean energy self-sufficiency rate, but also assist it in seizing global low-carbon trade development opportunities, opening up international export channels for low-carbon products, and deeply participating in the division of labor within the global green energy industry chain. At the same time, the project is also an important practice of China-Arab green energy cooperation. By relying on the technological, capital, and project operation advantages of Chinese enterprises, combined with Jordan's land and solar resource advantages, it will achieve cross-border resource complementarity and industrial win-win outcomes, providing a high-quality model for international green hydrogen industry transnational cooperation. It is understood that China United Energy Group has been deeply engaged in the new energy market outside China for many years. It had previously reached multiple clean energy cooperation consensus with the Jordanian government and has been continuously participating in the investment and construction of green hydrogen and renewable energy projects in the Middle East. The approval of this land agreement has laid a crucial foundation for the project's subsequent planning and construction, capacity implementation, and commercial operation. Subsequently, as the feasibility study is completed, the project will gradually enter the substantive construction phase, continuously releasing the potential of China-Jordan green energy cooperation.

A specialized global steel industrial census presented by the World Steel Association (Worldsteel) at a high-level metal forum in Singapore revealed that the international transition to low-carbon metallurgy has hit a severe wall. Official project monitoring data verified that approximately 50% of all planned global green steel projects have already been postponed or put on hold. Steelmakers and industry analysts confirmed that while governments have allocated just $20 billion of the estimated $1.5 trillion in capital required to completely decarbonize the primary metals sector, uncompetitive premiums for green hydrogen are freezing multi-billion-dollar investments in direct-reduction iron (DRI) infrastructure.

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

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

Recently, the hydrogen supply capacity of Sichuan Petrochemical continued to climb, and the scale of market delivery achieved significant growth. Data shows that in the first five months of 2026, the company's ex-factory volume of fuel cell hydrogen products increased by 66.7% YoY , and the ample supply of high-grade hydrogen has laid a solid foundation for the popularization of hydrogen transportation scenarios in Sichuan and the construction of the Chengdu-Chongqing Hydrogen Corridor. At present, transport vehicles at the enterprise's hydrogen filling station are being dispatched in a normalized and orderly manner, with clean fuel cell hydrogen being continuously delivered to major hydrogen refueling stations across the province, ensuring stable energy use for regional hydrogen end-users. With the rapid development of Sichuan's hydrogen energy industry, end-user demand for hydrogen in the market continued to expand. To meet the large-scale hydrogen supply gap, Sichuan Petrochemical launched a 24-hour uninterrupted loading operation mode since 2025. Through a series of optimization measures such as streamlining approval processes, refining loading standards, and strengthening full-process safety control, the company unblocked all bottlenecks across the entire chain from hydrogen production, filling to ex-factory delivery, achieving maximum supply efficiency. According to Wang Yongzhen, a local process engineer, the safety standards for fuel cell hydrogen filling are stringent. Through institutional reform and process optimization, the enterprise has now steadily achieved a daily average loading and dispatch scale of 7 trucks, fully ensuring stable and reliable hydrogen supply in the region. Backed by stable hydrogen supply, Chengdu's hydrogen fuel cell buses have been deployed on a large scale and put into operation, becoming a landmark scenario for green and low-carbon urban travel. Wang Hui, a driver with over ten years of experience at Chengdu Public Transport Group, said that compared to traditional fuel buses, hydrogen buses offer faster power response, smoother start-up acceleration, convenient and efficient hydrogen refueling, and a single refueling can meet about two days of operational needs, with significantly superior overall user experience. Currently, Sichuan is making every effort to promote the construction of the Chengdu-Chongqing Hydrogen Corridor and Chengdu as a "Green Hydrogen Capital," with commercial application scenarios for hydrogen energy continuously expanding. As the core hydrogen supply base in Sichuan Province, Sichuan Petrochemical leverages its resource and location advantages, works with upstream and downstream enterprises in the industry chain, and has successfully established an integrated hydrogen industry system covering production, storage, transportation, and utilization , consistently supplying hydrogen to multiple PetroChina refueling stations in Sichuan and capable of meeting the refueling needs of over one hundred hydrogen vehicles daily. Earlier in 2025, the production and sales volume of fuel cell hydrogen at Sichuan Petrochemical climbed steadily, and the company successfully fulfilled the critical task of hydrogen supply for the first Carbon-Neutral World Games, fully demonstrating the enterprise's supply capabilities and responsibility as a central state-owned enterprise, and further enhancing PetroChina's brand influence in the hydrogen energy field. While industrial benefits have grown steadily, the green and low-carbon value of the project continues to stand out. Since the fuel cell hydrogen project was put into operation, the enterprise has supplied a cumulative total of over 970 mt of hydrogen. It is estimated that this clean hydrogen can support hydrogen buses to drive a cumulative total of over 10 million kilometers, helping reduce regional CO2 emissions by over 10 kt , providing solid support for improving urban air quality and promoting the green transformation of regional energy. Currently, hydrogen energy has been clearly identified as a new economic growth track for China, officially entering a new stage of large-scale and industrialized development. Going forward, Sichuan Petrochemical will continue to deeply cultivate the hydrogen energy sub-sector, continuously optimize production processes, increase capacity scale, improve the supply system, consistently deliver high-quality clean hydrogen, empower the high-quality development of the hydrogen energy industry in the Chengdu-Chongqing region, and use green "hydrogen power" to promote the coordinated development of regional economy and ecology.

June 16, 2026 Recently, Beijing Zhongdian Fengye Technology Development Co., Ltd. (Zhongdian Fengye) successfully completed the overall delivery of an 80MW alkaline electrolysis system. This core hydrogen production equipment will be officially deployed in the Jilin Liaoyuan wind-solar-storage-hydrogen-ammonia-methanol integrated project under China Tianying Group, laying a solid equipment foundation for the operation of this provincial-level key green hydrogen demonstration project. The hydrogen production equipment delivered this time features the industry-innovative "four-to-one" modular architecture , adopting an optimized layout that combines four 5MW electrolyzers with a single set of auxiliary Balance of Plant (BoP) systems. The complete set of equipment includes core supporting facilities such as rectifier transformers, main electrolyzers, gas purification units, and chiller units, significantly enhancing equipment integration and operational efficiency. It is understood that this modular technical solution underwent rigorous and thorough refinement, having completed full-process verification including market survey and validation, specialized technology R&D, prototype performance verification, and on-site operating condition adaptation tests. The technology is mature and highly stable, fully meeting the large-scale hydrogen production demands of major green hydrogen projects. It is reported that the wind-solar-storage-hydrogen-ammonia-methanol integrated project located in Liaoyuan, Jilin, is the largest green hydrogen benchmark demonstration project in the local area. The project innovatively revitalizes abandoned mine pit resources, taking ecological restoration as its foundation and integrating diverse green industry sectors such as wind power, PV power generation, energy storage, green hydrogen production, and methanol synthesis to build a closed-loop green energy industry chain. The successful delivery of this 80MW alkaline electrolyzer system marks a new breakthrough for Zhongdian Fengye in the fields of large-scale alkaline electrolyzer system integration and scaled green hydrogen equipment manufacturing , fully demonstrating the company’s technological advantages in the core green hydrogen equipment sector and providing strong support for the large-scale, commercial development of the green hydrogen industry in north-east China.

Recently, the methanol-hydrogen backup smart microgrid on Dadaosha Island, Panyu District, Guangzhou, completed commissioning and was successfully put into operation, with equipment running in a stable state. This marks the first on-site application of methanol reforming hydrogen production and power generation technology in an urban island distribution network scenario in Guangzhou. It not only opens a green pathway for ensuring residential power supply during emergencies such as extreme weather and disasters, but also creates a replicable and scalable practical model for emergency power supply work in islands, urban villages, and central urban areas within the Guangdong-Hong Kong-Macao Greater Bay Area. This methanol-hydrogen backup power supply was independently developed and built by the Guangzhou Power Supply Bureau of Guangdong Power Grid Company. The overall system comprises three core modules: methanol reforming hydrogen production , fuel cell power generation, and lithium battery energy storage buffering. It can steadily provide 1,000 kWh of continuous power supply and quickly restore power when the main grid fails. According to relevant technical personnel, the system uses methanol as a hydrogen storage carrier. It produces hydrogen on-site through catalytic reforming technology for immediate use, completely avoiding the safety risks associated with high-pressure hydrogen storage and transportation. The entire process from methanol solution refueling and unit startup heating to full-load operation is automated, and it can also flexibly adapt to dynamic changes in electricity loads. Compared with traditional diesel generator sets, this equipment offers distinct advantages: the cost per unit of power generation drops by approximately 50%, operating noise is significantly reduced, and carbon emissions are cut by over 40%, demonstrating a very prominent green and energy-saving profile. Located at the Pearl River estuary, Dadaosha Island and Guanlong Island primarily rely on agricultural production, with fish ponds, flower planting bases, and agro-cultural tourism projects scattered across them, imposing stringent requirements on power supply stability. Previously, the two islands depended on a single overhead line across the river for power, with no backup supply channel, resulting in a relatively weak grid structure. Coupled with the geographical feature of being surrounded by water, line patrols and emergency repairs during severe weather or at night were challenging, and power restoration after outages took a considerable amount of time. To address the challenge of securing power supply for islands, the Guangzhou Power Supply Bureau planned and deployed four independent yet mutually cooperative microgrids across the two islands. This initiative established the first megacity island microgrid cluster within China Southern Power Grid that achieves coordinated and partitioned regulation and dynamic islanding control across the main grid, distribution network, and microgrid. Multi-grid coordination and linkage are also central to the stable operation of this new-type power grid system. According to staff introduction, the four microgrids can operate either independently or complement each other through networking for combined power supply. During normal main grid operation, the microgrids can participate in power dispatch and peak shaving and valley filling, reducing grid energy consumption. Once an external grid fault occurs, the system can switch to islanded operation mode within milliseconds, rapidly restoring power supply to the area and ensuring that residential living and agricultural production are unaffected. On April 22 this year, an off-grid field test was also conducted. The test simulated a transformer fault and disconnection from the main grid. The methanol-hydrogen backup power supply quickly connected to the low-voltage grid, with an imperceptible switching process. All electrical equipment for the island’s 94 user households returned to normal operation, and neither irrigation nor residential electricity was interrupted. One hour later, the main grid restored power, and the equipment automatically switched to standby mode. The fuel cell simultaneously recharged the ESS battery, remaining on standby for subsequent emergency needs. Reliable power support also lays a solid foundation for the development of the local agro-cultural tourism industry. A relevant person in charge of a large-scale cultural tourism camp on the island stated that after the microgrid’s operation, various electricity consumption scenarios—such as fish pond farming, amusement facilities, and RV charging—have all received stable support. Currently, this set of methanol hydrogen production and power generation equipment has been connected to the Guangzhou urban distribution network intelligent management and control platform. Future implementations will include unattended operation, remote control, and autonomous fault diagnosis functions. The main part of the project for the remaining three microgrids has been completed, and equipment joint commissioning is currently underway. They are planned for full deployment by month-end June to fully guarantee regional electricity demand during the summer peak and support agricultural and cultural tourism projects.