Recently, HORIBA has officially launched four standard fuel cell and electrolysis test station models for the Chinese market, covering five mainstream technology routes: PEMFC, SOFC, SOEC, PEMEC and AEMEC. These systems can be used to evaluate the performance, efficiency, and durability of single cells and single electrolysis cells. The simultaneous launch of these four standard models represents a key initiative by HORIBA to accelerate product delivery and respond to the R&D demands of the Chinese hydrogen energy sector. Building on the performance strengths of existing test platforms, these systems adopt standardized designs to shorten deployment lead time, providing stable data support for basic research, performance validation, and advanced studies. Covering five technology routes with four products requires the enterprise to possess comprehensive process expertise, proven engineering solutions, and a large-scale manufacturing system. HORIBA stated that the concentrated launch of standard models is a direct response to Chinese market demand and also demonstrates its R&D and manufacturing capabilities in the fuel cell and electrolysis testing field. These products were developed and manufactured by HORIBA FuelCon in Germany. Founded in 2001, HORIBA FuelCon has been deeply engaged in the fuel cell and electrolysis testing field for over 25 years. Its product range encompasses benchtop, large-scale, and containerized configurations, with power ratings spanning from 100 watts to 5 megawatts. The company has long served major fuel cell and electrolysis enterprises and research institutions worldwide. In September 2022, HORIBA's global hub for new energy business, eHUB, began operations in Barleben, Magdeburg, Germany. The production area was expanded to approximately five times that of the original site, while R&D, manufacturing, and project delivery capabilities were simultaneously enhanced. The launch of these four standard models is a clear reflection of the results achieved through systematic capacity building. While delivery lead times have been significantly reduced, the new products retain the core technical features of HORIBA FuelCon's high-performance test stations and incorporate intelligent engineering strategies and a safety design framework to provide clients with precise, stable, and reliable testing support. The four standard models cover multiple stages from basic research to advanced studies and are suitable for applications such as performance mapping, polarization curve testing, accelerated stress testing, catalyst screening, material research, and co-electrolysis studies, meeting the demands for testing precision and stability across different R&D phases. For clients looking to rapidly launch test projects and shorten equipment deployment lead time, the standard models offer a more efficient and convenient option. For special operating conditions, customized configurations, or complex testing requirements, HORIBA FuelCon continues to provide proven, customised solutions. By offering both standardized products and customised services, HORIBA aims to provide clients at different stages of development and across various application scenarios with testing solutions tailored to their needs. Going forward, the company will continue to leverage its technical expertise, mature product portfolio, production capacity, and service network in fuel cell and electrolysis testing to support the R&D, validation, and industrialisation of hydrogen technologies in China.

Recently, a research team at Changzhou University and Sinopec Nanhua Company jointly advanced the project “Study on Flow-Field Characteristics and Coordinated Structural Optimization of Electrolyzers Under Multi-Physical-Field Coupling” and achieved phased results. The new-type structural electrolyzer prototype jointly developed by both parties has completed two rounds of type testing and been validated under multiple operating conditions, with key performance indicators such as energy consumption reaching an advanced level among comparable international products. The electrolyzer is the core unit of a water electrolysis hydrogen production system, and its operating performance directly affects the system’s energy consumption, reliability, and overall economic benefits. At present, alkaline electrolyzers still face issues such as uneven internal flow-field distribution and local electrochemical reaction imbalance, which to some extent constrain low-cost, large-scale production of green hydrogen and the stable, efficient operation of equipment. To address the relevant technical challenges, the Changzhou University research team and Sinopec Nanhua Company established a joint research mechanism, focusing on studies of internal flow-field characteristics of electrolyzers, multi-physical-field coupling mechanisms, and coordinated structural optimization. Building on the research team’s technical accumulation in fluid mechanics, heat and mass transfer, and process equipment intensification, they established a research framework combining experiments with digital simulation. By adjusting fluid motion inside the electrode frame and the electrochemical reaction process, and repeatedly validating and optimizing design solutions based on flow-field simulation, they ultimately completed the development of the new-type structural electrolyzer prototype. From June to July 2026, the prototype underwent type testing under actual industrial operating conditions at Sinopec Nanhua Company, successively completing 48-hour and 72-hour uninterrupted high-load operation assessments. The test results showed that under a current density of 2000A/m², the prototype operated steadily, with an average operating temperature of 60.27°C. In terms of energy consumption, the prototype’s DC energy consumption performance was better than the Class I energy-efficiency limit of 4.3kWh/m³ specified in GB 32311—2015, Large and Medium-Sized Water Electrolysis Hydrogen Production Systems, demonstrating a relatively clear energy-saving effect, and its overall performance reached an advanced level among comparable international products. This joint R&D achievement is a practical effort by Changzhou University to promote deep integration of industry, academia, and research, and to serve the national “dual-carbon” strategy. Going forward, both the university and the enterprise will continue to leverage the strengths of teaching and research as well as industrial platforms, accelerate the engineering and industrialisation application of new-type hydrogen production equipment, and provide technical support for popularize high-efficiency, energy-saving hydrogen production equipment and the localisation of hydrogen energy equipment.

Recently, the Qinghai Provincial Energy Administration launched a call for experts for its expert database in the energy sector, selecting candidates with professional competence and practical experience from relevant organizations to further strengthen energy decision-making consultation capabilities and enhance the professionalism of energy planning, policy research, and industry administration. The call covers coal, oil and gas, power, renewable energy, energy storage, hydrogen energy, energy conservation and carbon reduction, workplace safety, and intelligent technologies, and also includes related professional areas such as engineering design, consulting and evaluation, detection and certification, and cost estimation and auditing. Experts to be included in the database are divided into three categories: First, project review experts, who mainly participate in the review of materials such as project construction plans, technical renovation plans, funding application reports, and feasibility study reports in the energy sector, and provide professional support for project management, cost evaluation, and financial analysis. Second, technical consulting experts, who mainly provide technical advice for the routine administration of the energy industry, participate in work such as the formulation of industry standards, demonstration of technical routes, on-site verification, safety assessment, and energy efficiency evaluation, and also offer recommendations on the implementation of energy policies, execution of technical standards, and emergency response. Third, strategic research experts, who focus on the province’s energy development needs, participate in the preparation of energy development plans, research on industrial policies, demonstration of institutional and mechanism reforms, and assessment of market conditions, and provide intellectual support for industry research, policy design, data modeling and analysis, and capacity building. The notice specifies that applicants should support the leadership of the Communist Party of China, comply with national laws and regulations, and possess sound political integrity and professional ethics; be in good health; and, in principle, be no older than 65, with appropriate flexibility for academicians and experts receiving the State Council’s special government allowance. Applicants should also have no adverse records such as illegal or disciplinary violations or dishonesty, and must not be listed as judgment debtors subject to enforcement for dishonesty. In terms of professional competence, applicants must be familiar with relevant policies and regulations, technical standards, industry development conditions, and market operating rules in the energy sector, and have a high level of professional theoretical knowledge and extensive practical experience. In principle, applicants should hold a senior or above professional technical title, or possess an equivalent professional level; for frontline technical backbones and managers with outstanding performance and extensive practical experience, the relevant requirements may be appropriately relaxed. Expert candidates mainly come from research institutes, key laboratories, and new-type R&D institutions; enterprises in coal, oil and gas, power, new energy, energy storage, hydrogen energy, and equipment manufacturing; service institutions such as engineering design, consulting and evaluation, detection and certification, cost estimation and auditing, and safety evaluation; as well as industry associations, universities, industrial alliances, and other organizations. The call will be carried out through organizational recommendations. Eligible individuals must obtain review and approval from their organization’s human resources department or competent business department, complete the application materials and recommendation opinions as required, and be submitted collectively by the recommending organization. Application materials mainly include the expert application form, a recent color ID photo, a copy of the ID card, academic degree and diploma certificates, professional technical title or professional qualification certificates, and proof of major achievements over the past five years. Other materials that can demonstrate the applicant’s professional competence may be provided voluntarily. Experts included in the database will participate in work such as approval or filing evaluation of energy-sector projects, review of construction plans, review of funding applications, and completion acceptance, and will also undertake research and demonstration on energy development plans, special plans, industrial policies, and standards and specifications, as well as matters such as workplace safety inspections, credit evaluation, and data verification. In addition, experts may participate in activities such as power market analysis, policy interpretation, research projects, academic exchanges, professional training, and science popularization, and, in accordance with relevant provisions, enjoy rights including receiving service remuneration, voluntarily withdrawing from the expert database, and providing comments and suggestions on the management of the expert database.

Recently, Rongchuang New Energy Power System Co., Ltd., the Institute of Hydrogen Energy and Energy Storage Technology of Southwest Jiaotong University, and China Automotive Engineering Research Institute NEV Inspection Center (Tianjin) Co., Ltd. held a strategic cooperation signing and plaque-unveiling ceremony in Tianjin, marking the official establishment of the “Hydrogen Rail Transit Joint Innovation Laboratory” jointly built by the three parties. The establishment of the joint laboratory signifies that the three parties’ industry–academia–research collaborative cooperation in the field of hydrogen rail transit has entered a stage of substantive advancement . Attendees included Chen Weirong, a foreign academician of the Russian Academy of Engineering, Director of the Institute of Hydrogen Energy and Energy Storage Technology of Southwest Jiaotong University, and Chairman of Rongchuang New Energy; Tao Shiyong, General Manager of Rongchuang New Energy; and Gao Jidong, Party Secretary and General Manager of China Automotive New Energy, among others. Under the cooperation agreement, the three parties will adhere to the principles of resource synergy, complementary advantages, and mutual benefit and win-win outcomes, and carry out multi-level cooperation centered on hydrogen rail transit and fuel cell power systems. Key areas include R&D and validation of critical parts, product capability evaluation and certification, development of non-standard tests and engineering optimization, research on industry testing specifications, and the formulation of national and industry standards, among others. Leveraging universities’ scientific research capabilities, enterprises’ technological accumulation, and specialized detection and certification resources, the joint laboratory will further integrate the strengths of the three parties to advance breakthroughs in key technologies for hydrogen rail transit and their engineering application , accelerate the transformation of relevant scientific research achievements and project implementation, and provide technical and platform support for the development of the hydrogen rail transit industry.

Recently, the General Office of the People’s Government of the Inner Mongolia Autonomous Region issued the Notice on Amending Certain Contents of Document Neizhengbanfa [2022] No. 15, adjusting relevant support policies for the region’s hydrogen energy industry. According to the notice, this amendment involved the electricity price support provisions in the Opinions of the General Office of the People’s Government of the Inner Mongolia Autonomous Region on Promoting the High-Quality Development of the Hydrogen Energy Industry. In Part III “Support Policies,” Item (4) “Improving the Hydrogen Energy Equipment Industry Chain,” the preferential electricity-use arrangements formulated for certain hydrogen energy equipment manufacturing enterprises were removed. The specific content that was отменed was: for hydrogen energy equipment manufacturing enterprises registered in the Inner Mongolia Autonomous Region and possessing independent legal person status, the original policy stipulated that production electricity consumption for enterprises in western Inner Mongolia could be implemented by reference to electricity prices for strategic emerging industries; production electricity consumption for enterprises in eastern Inner Mongolia would participate in market transactions with a 100% new energy mix. If national electricity price policies were adjusted, the latest national electricity price policies would apply. This means that the relevant electricity price support provisions previously implemented by Inner Mongolia for eligible hydrogen energy equipment manufacturing enterprises will no longer continue to implement . This policy adjustment was a further revision of the original support measures for the hydrogen energy industry, affecting enterprises’ subsequent production electricity costs and market transaction arrangements. The notice took effect as of the date of issuance. Any issues arising during implementation will be interpreted by the Energy Administration of the Inner Mongolia Autonomous Region. The document was dated August 11, 2026, and was publicly released on August 14.

According to the China Hydrogen Energy Development Report (2026) released by the National Energy Administration on August 11, as of June 2026, the nationwide scale of built and under-construction renewable energy-based hydrogen production capacity had climbed to 1.4 million mt/year, of which more than 250,000 mt/year had been built and commissioned (as of year-end 2025), doubling from year-end 2024. Total hydrogen capacity nationwide exceeded 51 million mt/year, and production exceeded 39 million mt. Commissioned capacity of green ammonia was 700,000 mt/year, and green methanol 380,000 mt/year. Nationwide, about 620 hydrogen refueling stations had been built cumulatively, and the length of commissioned pure-hydrogen pipelines exceeded 350 km. The average price on the hydrogen production side was 26.2 yuan/kg, and the average price on the consumption side was 44.5 yuan/kg. Fuel cell automobile ownership was about 32,000 units. The unit cost of electrolyzers fell from 15,000 yuan/kW two years ago to 7,000 yuan/kW, a cumulative decline of more than 63%. This week, there was temporarily no offline public delivery information. Project Updates Sinopec Xinjiang Kuqa 10kt-Class Green Hydrogen Demonstration Project : Sinopec announced that all 52 alkaline electrolyzers in the project achieved 100% continuous operation at full load, reaching designed capacity. A 300 MW PV direct power supply was used for water electrolysis to produce hydrogen, with green hydrogen purity reaching 99.999% and annual green hydrogen production of 20,000 mt, which was delivered directly via pipeline to Tahe Refining & Chemical to replace the original natural gas-based hydrogen production unit, reducing carbon dioxide emissions by nearly 500,000 mt per year. All large circular alkaline electrolyzers used in the project were supplied by China enterprises, with a localisation rate of 100%. Combined with local solar irradiation conditions, the PV-side levelized electricity cost had fallen to 0.15 yuan/kWh, translating into a full green hydrogen production cost of about 18 yuan/kg. From “the world’s largest” to “stable reach full production,” it validated that 10kt-class green hydrogen facilities can operate reliably over long cycles. Shenzhen Energy Etoq Banner Wind and Solar Power Hydrogen Production Integrated Green Ammonia Synthesis Project : The hydrogen production station was fully commissioned. The project was among the first batch of hydrogen energy pilots of the National Energy Administration and a wind and solar power-based hydrogen-to-green-ammonia demonstration project in Inner Mongolia, with a total investment of 3.5 billion yuan. The project was equipped with a 505 MW wind and solar power supply (including 500MW wind power and 5MW off-grid PV), configured with 48 electrolyzers, with a designed annual output of 20,000 mt of green hydrogen. Downstream, it was paired with a 150,000 mt green ammonia synthesis unit, building a full-chain industrial model of “green electricity–green hydrogen–green ammonia.” Hebei Zhangjiakou Kangbao County Renewable Energy Hydrogen Production and Liquefaction Plant Project : It entered the final sprint toward commissioning. Phase I investment was 1 billion yuan, with a designed annual output of 12,000 mt of green hydrogen, and it will soon be formally commissioned and reach full production. The project was built by Hebei Hongmeng New Energy; at present, a single production line has completed the full hydrogen production test process, with all indicators meeting the designed standards. As the core gas source end of the Kangbao–Caofeidian long-distance green hydrogen pipeline (total length of about 1,037.82 km), once commissioned it will fill the low-carbon fuel gap in core industrial scenarios in the Beijing-Tianjin-Hebei region. Huadian Yushu Hydrogen-Based Energy Integration Demonstration Project : First public announcement for EIA public participation. The project is located in the Chemical Industry Park of Wukeshu Economic and Technological Development Zone, Yushu, Changchun, and plans to build a 240,000 mt/year green methanol production line, deploy 800 MW of wind power and supporting power transmission lines, and a 32,000 mt/year green hydrogen production project, with 44 sets of 2,000 Nm³/h alkaline electrolyzers and 22 sets of 2,000 m³ hydrogen spherical tanks, as well as a 250,000 mt/year methanol unit. Phase I will implement 300 MW of wind power and a 10,000 mt/year green hydrogen project, with a total investment of about 3.121 billion yuan, and plans to start construction in November 2025 and complete in June 2027. Gansu 100,000 mt/year Green Methanol Production Project : Approved. The project will couple water electrolysis hydrogen production with biomass gasification, and build units including gasification, purification, methanol synthesis, and rectification, supported by 48 sets of water electrolysis hydrogen production systems, with a total investment of 1.05 billion yuan. Shaanxi Dingbian County Green Hydrogen Base Project : Dingbian County, Shaanxi, and Shaanxi Hydrogen Energy Company signed a strategic cooperation framework agreement for a green hydrogen base with a total investment of 30 billion yuan. The first phase will build new energy and hydrogen production plants with 12,000 mt/year capacity of green hydrogen, and also plans an entire industry chain layout including hydrogen refueling stations, green ammonia, natural gas hydrogen blending, and hydrogen pipeline transmission. China’s First High-Pressure, Long-Distance Green Hydrogen Pipeline (Damaoqi–Baotou) : The main part of the project is basically completed, entering the final sprint toward commissioning. The pipeline has a total length of 195 km, connecting the Baiyun’ebo wind and solar power hydrogen production base with Baotou’s industrial core area. The project overcame the challenge of hydrogen embrittlement in high-pressure hydrogen transmission; relying on rare-earth-modified L360MH steel-grade dedicated pipes, it established a safety evaluation system centered on the hydrogen embrittlement sensitivity index, fracture toughness, and fatigue crack growth rate, breaking through the technical bottleneck of long-distance pure hydrogen transmission. Construction in mountainous areas is currently in the final stage, and pigging and pressure testing are being carried out on the plain section. DianTou Green Energy Yancheng Jidian Green Hydrogen Production, Storage, Transportation, and Utilization Integrated (Phase I) Demonstration Project : Tendering for water electrolysis hydrogen production equipment has been launched. The project is located in Dafeng District, Yancheng, Jiangsu Province, and adopts alkaline water electrolysis technology. The total planned hydrogen production scale is 8,000 Nm³/h. This tender will procure 4 sets of alkaline electrolyzers with a rated hydrogen production capacity of 1,000 Nm³/h, 2 sets of 2,000 Nm³/h gas-liquid separation skids, 4 sets of IGBT rectifier power supply skids, and 2 sets of dual-split rectifier transformers with a capacity of no less than 11.5 MVA. Qianjiang Qingbei Hydrogen Energy Project : Construction has entered the final stage, and equipment commissioning is being rolled out in full. The installation of hydrogen production equipment has been fully completed, with an annual output of 23 million Nm³ of high-purity green hydrogen. After Phase II is completed, the total capacity will reach 20,000 Nm³/h, making it the largest green electricity-based hydrogen production base in Central China. Zhejiang Jinjuhua Chemical Co., Ltd. : A 5,000 Nm³/h comprehensive utilization project for hydrogen resources has been filed. The project will be implemented in the High-tech Area of Zhizao New City, Quzhou City, and is a “zero land” technical renovation project for industrial enterprises in Zhejiang Province, with a total investment of 16.62 million yuan. Relying on the existing hydrogen transmission pipeline and current site, the project will install 5,000 Nm³/h hydrogen pressurization equipment to recover vented hydrogen from the electrolysis plant for supply to the methanol unit, and will be equipped with a high-speed magnetic-levitation turbo generator set to tap into power generation from the pressure differential of carbon dioxide. Baotou Haoyu New Energy Co., Ltd. : The Airport Road integrated oil-gas-electric-hydrogen energy supply station project has completed an extension filing. The project is located in Donghe District, Baotou City, with a total investment of 40 million yuan and a total site area of approximately 3,000 m², to be implemented in two phases. One integrated oil-gas-electric-hydrogen energy supply station will be newly built, equipped with CNG refueling, gasoline fueling, eight fast charging piles, and hydrogen refueling facilities. Saudi NEOM Green Hydrogen and Green Ammonia Project : All engineering construction has been completed and the project has entered the commissioning stage, with plans to achieve commercial operation in 2027. The project has a total investment of $8.4 billion (approximately 57 billion yuan) and is equally held by ACWAPower, AirProducts, and NEOM. It is supported by a 4 GW wind and solar power complementary renewable energy power station and 2.2 GW of electrolyzer capacity. After commissioning, it will produce 600 mt of zero-carbon green hydrogen per day, all of which will be converted into green ammonia for export, with annual conversion of up to 1.2 million mt of green ammonia. The hydrogen production segment adopts Thyssenkrupp Nucera alkaline water electrolysis technology, and Thyssenkrupp has delivered more than 1 GW of electrolyzer capacity. Netherlands PosHYdon Offshore Wind-to-Hydrogen Demonstration Project : It has been successfully commissioned on the in-service PL-Q13a-A offshore natural gas jacket platform and has produced green hydrogen. The platform is approximately 13 km from the Scheveningen coast and is the first fully electrified production platform in the Dutch North Sea. Led by TNO and jointly implemented by 15 organizations including DEME, Eni, Gasunie, and NelHydrogen, the project focuses on testing electrolyzer operating efficiency under conditions of fluctuating wind power output, and plans to release core test results to the public in autumn 2026. Sasol and Envision Energy : Sasol has commissioned Envision Energy to conduct a design study for the green hydrogen system at its Sasolburg operating base in South Africa. The collaboration was showcased during the South Africa–China Energy Investment Conference, and the design study will assess integrated solutions for renewable power generation, energy storage, and electrolyzer technologies. Green hydrogen produced in Sasolburg may be used in the future to produce eMethanol and potential sustainable aviation fuel (eSAF). The design phase is expected to be completed by year-end. Policy Review 1. Notice of the National Development and Reform Commission (NDRC) and the National Energy Administration on Issuing the “15th Five-Year” Plan for Coal Industry Development (issued on August 10, Fa Gai Neng Yuan [2026] No. 979). For the first time, the plan includes hydrogen-powered mining trucks in its core deployment, proposing to “orderly carry out large-scale replacement of fuel-powered heavy-duty trucks with electric heavy-duty trucks and hydrogen-powered mining trucks” in open-pit mine transportation, and to “reasonably plan and build charging and battery swapping stations and hydrogen refueling stations in eligible mining areas.” It also encourages coal-to-oil and gas and coal chemical projects to carry out large-scale substitution with green hydrogen, promoting the implementation and application of hydrogen energy in production and transportation in the coal industry and in industrial integration scenarios. 2. The National Energy Administration released the China Hydrogen Energy Development Report (2026) (August 11). The report showed that in 2025, China’s full hydrogen value chain of “production, storage, transportation, and use” achieved rapid growth; capacity of renewable energy-based hydrogen production that was completed and put into operation exceeded 250,000 mt/year, up more than 1x YoY. Large-scale pilot projects for hydrogen-ammonia-methanol were carried out in the Three-North region, with diversified application scenarios for wind and solar power–hydrogen coupling implemented in Inner Mongolia, Xinjiang, Hebei, and other areas. The report assessed that China’s hydrogen energy industry is moving from “pilot demonstration” to “large-scale application,” and during the “15th Five-Year” period will gradually shift from a “policy-driven” to a new “market-driven” stage. It proposed formulating an implementation plan for hydrogen energy industry development to clarify development approaches and key tasks. 3. Notice of the Ministry of Industry and Information Technology and the Ministry of Emergency Management on Issuing the “15th Five-Year” Plan for the Development of the Safety and Emergency Equipment Industry (August 13). The plan includes hydrogen safety storage, transportation, and measurement-and-control technologies—together with lithium battery thermal runaway prevention and control and energy storage safety monitoring—into the safety production technology directions for key industry sectors. It clearly lists hydrogen safety-related technologies as key research priorities in the safety and emergency equipment field during the “15th Five-Year” period, providing national-level policy guidance for building a safety system for the hydrogen energy industry. 4. The Zhengzhou Municipal Bureau of Industry and Information Technology released a public notice on proposed recipients of reward funds for the demonstration application of fuel cell vehicles (August 10). Pursuant to Zheng Gong Xin [2026] No. 61, following enterprise self-application, expert review, third-party audit, and other procedures, 43 enterprises including Zhengzhou Yutong Group Co., Ltd. and their corresponding projects were preliminarily identified as proposed recipients of reward funds for the demonstration application of fuel cell vehicles. The public notice period runs from August 10 to August 16, 2026. 5. Fujian Province Issued the “15th Five-Year Plan” for the Development of Emerging and Future Industries. The document proposed that, in the medium term, it is expected to promote scaled preparation of clean energy such as green hydrogen, accelerate the development of production and refueling systems for hydrogen-based green fuels, and expand diversified hydrogen energy application scenarios; in the long term, it is expected to develop distinctive technology pathways such as “ammonia–hydrogen” and build a green hydrogen-based fuel production site along the southeastern coast. 6. The People’s Government of Liaoning Province issued a notice to promote the standardized, scaled, and market-oriented development of new-type energy storage from three aspects—planning guidance, market mechanisms, and institutional management—carry out pilot demonstrations for molten salt ESS, hydrogen energy storage, and others, emphasize the value of long duration energy storage (LDES), and clarify the diversified development of technology pathways. 7. The Guangzhou Municipal National Development and Reform Commission (NDRC) released a public notice soliciting opinions on the “Guangzhou Energy Development ‘15th Five-Year Plan’.” It proposed advancing the substitution of petroleum consumption in the transportation sector with electricity, green hydrogen-based energy, sustainable aviation fuel, and others, and accelerating the promotion of new energy vehicles such as EVs and hydrogen fuel vehicles. The target is to put into operation 50,000 hydrogen fuel cell vehicles, 30 hydrogen fuel cell vessels, and 2,000 long-range hydrogen-powered drones by 2030. 8. The General Office of the People’s Government of Sichuan Province issued the “Work Plan of Sichuan Province to Intensify Efforts to Promote the Scaled Development and Application of New Energy Trucks.” The plan proposed expanding the application of hydrogen fuel cell vehicles, continuously promoting the quality improvement and capacity expansion of the “Chengdu–Chongqing Hydrogen Corridor,” and building in batches green hydrogen routes such as the “Sichuan–Tibet Route,” “Chengdu–Deyang–Meishan–Ziyang Metropolitan Area,” “Panzhihua–Xichang–Ya’an–Chengdu,” “Chengdu–Deyang–Mianyang–Guangyuan,” “Chengdu–Ziyang–Zigong–Luzhou,” and “Chengdu–Suining–Nanchong–Dazhou.” 9. The People’s Government of Beijing Municipality issued the “Beautiful Beijing Development Plan for the ‘15th Five-Year Plan’ Period.” It emphasized improving measures such as convenient access for new energy vehicles, promoting the application of hydrogen fuel vehicles, and continuously advancing the new energy transition of trucks and buses. Enterprise Updates Dongfang Electric (Dongfang Hydrogen Energy) : On August 11, Dongfang Electric released an announcement of a board resolution, which reviewed and approved the proposal for Dongfang Hydrogen Energy’s Series B financing. Dongfang Hydrogen Energy planned to conduct Series B financing of no more than 1.17 billion yuan, with Dongfang Electric, Dongfang Boiler, and external investors making capital increases simultaneously. After the capital increase is completed, the combined shareholding of the two will remain unchanged at 52.95%. The funds will be used for hydrogen energy industry cultivation, technology iteration, and capacity development. This financing will become one of the few single-round financings at the 1 billion level in China’s hydrogen energy industry in non-IPO and non-SPAC scenarios. Houpu Co., Ltd. : Disclosed its 2026 semi-annual report. In H1, revenue reached 425 million yuan, up 8.36% YoY; net profit attributable to shareholders was 83.05 million yuan, up 518.55% YoY, turning losses into profits. The company has established a full-chain product and service system covering production, storage, refuelling, and use: its third-generation 1,000 Nm³/h alkaline water electrolysis hydrogen production equipment completed an iterative upgrade and continued supplying European green hydrogen projects; its solid-state hydrogen storage system achieved commercial deployment and participated in a 100-kg-class solid-state hydrogen storage and hydrogen refuelling integration demonstration project in Southwest China; 35 MPa hydrogen refuelling turnkey equipment achieved batch deliveries, and 70 MPa equipment expanded into the general aviation sector; core components such as hydrogen nozzles and high-pressure hydrogen flow meters completed localisation substitution; and the liquid hydrogen refueller completed factory testing. The company also launched multi-steady-state flexible-system green ammonia synthesis technology, with maximum unit production of up to 10,000 mt/year, operating flexibility of 30%–110%, and green ammonia purity ≥99.9%. EPC projects have already been implemented in practice, including CNNC HuiNeng’s Inner Mongolia PV hydrogen-to-ammonia coupling project and Zhangye skid-mounted wind power hydrogen production and green ammonia production project. Rongcheng New Energy Group : Multiple implementation actions took place this week. On August 6, a batch delivery ceremony for 40 hydrogen-powered cold-chain trucks was held in Haikou; they are expected to serve frontline cold-chain transportation across Hainan, supported by an integrated methanol-to-hydrogen production and refuelling station to enable on-site hydrogen production and on-site refuelling. On August 7, Rongcheng New Energy and Wenfeng Group held a commissioning ceremony for the second batch of hydrogen heavy-duty trucks; following the commercial deployment of the first batch, this further expanded zero-carbon transport capacity in Tangshan, adopting an integrated model of "vehicle leasing + energy replenishment + scenario operations". In addition, four hydrogen car models under Rongcheng New Energy (a 170 kW hydrogen heavy-duty truck and 110 kW hydrogen sprinkling truck, road sweeper, and compressed garbage truck) were included in MIIT’s 410th batch of product announcements, covering two major application scenarios: trunk logistics and urban sanitation. Guoruichen (Qingdao) New Energy Technology Co., Ltd. : On August 7, it held a full-chain hydrogen energy launch event, systematically showcasing for the first time an independent technology matrix spanning the entire industry chain of "production–storage–refuelling–use". It launched a new-generation PEM water electrolysis hydrogen production device tailored to the intermittency of wind and solar power, paired with a self-developed integrated wind-and-solar-plus-storage hydrogen smart energy management system; developed a room-temperature, low-pressure solid-state hydrogen storage device based on R&D of new-type lightweight, high-capacity hydrogen storage alloys; and rolled out full-power-range hydrogen fuel cell systems covering multi-tier application scenarios, including lightweight metal-plate stacks for low-altitude scenarios and graphite-plate stacks for heavy-duty truck scenarios. It implemented a modular hydrogen two-wheeler (hydrogen swapping takes only seconds) and an industrial-grade hydrogen drone with a driving range of up to 2.5 hours, and released a three-tier hydrogen supply network solution of "wind and solar power–hydrogen production–micro-stations" as well as a comprehensive solution for a "hydrogen zero-carbon industrial park". Anhui Mingtian Hydrogen Energy Technology Co., Ltd. : As a national-level “Little Giant” enterprise specialising in niche sectors with cutting-edge technologies, it built China’s first 10,000-set-scale fuel cell industrialisation plant, with products covering fuel cell stacks across the full power range of 10 kW–260 kW. It has cumulatively filed more than 400 national patents; the service life of its fuel cell systems increased from 1,000 hours to over 20,000 hours, and the cost dropped from 25,000 yuan per kW to 2,000 yuan. The price of a single air compressor fell from 178,000 yuan for imported units to 14,000 yuan through localisation. Its self-developed MTSYS-120 marine fuel cell system obtained Anhui province’s first China Classification Society (CCS) type approval certificate for hydrogen fuel cells; the system power is 120 kW and can be expanded to the megawatt (MW) level through modular combinations. Shunhua New Energy : On August 11, the Shunhua Hydrogen Energy Equipment Innovation Center Science and Technology Industrial Park, with a total investment of approximately 150 million yuan, was officially put into operation in Jiading, Shanghai. The park is a Shanghai “industrial buildings upward” demonstration project, integrating hydrogen energy equipment R&D, production, and settlement. At the opening ceremony, Shunhua New Energy signed strategic cooperation agreements with Shanghai Electric Green Energy Company and Hunan Liyu Gas Power, planning to jointly develop emerging hydrogen energy application scenarios such as offshore new energy and green-fuel power generation. Zhongchuang Yonghydrogen : Its self-developed mobile integrated hydrogen production and refuelling engineering prototype officially rolled off the line. The overall equipment volume is only 0.4–1 m³, and it can produce high-purity hydrogen with a purity of over 99.99% using only deionised water as the raw material. It is equipped with 5%–120% ultra-wide load dynamic regulation technology, supports on-demand use and charging, requires no civil works construction and no supporting pipeline network, and can be widely adapted to diverse scenarios including hydrogen forklifts, sanitation vehicles, vehicles and vessels, two-wheeled hydrogen vehicles, portable hydrogen power supplies, and scientific research experiments. CIMC Enric Holdings Limited : Anhydrous ammonia transport vehicles escorted the world’s largest single-batch green ammonia export. A 3,750 mt shipment of green ammonia produced in Da’an, Jilin was loaded and departed from Lianyungang, Jiangsu for South Korea, setting a new world record for single-batch green ammonia exports. The green ammonia came from SPIC’s “Hydrogen Continent · Da’an Green Ammonia” demonstration project (annual output: 32,000 mt of green hydrogen and 180,000 mt of green ammonia). The project has operated safely and stably for more than 300 days, achieving five “world’s first” milestones, including the world’s first ISCCEU green ammonia certification. Hangzhou Fenghua Hydrogen Energy Technology Co., Ltd. : On August 6, it successfully won the bid for projects related to the China Energy Engineering Group Zhejiang Institute’s Marine Integrated Energy Island, validating the performance of its PEM electrolyser products and marking further technological innovation and business implementation in offshore wind power hydrogen production scenarios. Adjustment to Electricity Price Policy for Hydrogen Energy Equipment Manufacturing Enterprises in Inner Mongolia : The Inner Mongolia Autonomous Region removed provisions in the original policy under which production electricity consumption by hydrogen energy equipment manufacturing enterprises referenced the electricity prices for strategic emerging industries, and production electricity consumption by enterprises in eastern Inner Mongolia participated in market transactions with a 100% new energy allocation. Hydrogen energy equipment manufacturing enterprises will no longer enjoy the above exclusive electricity price policy and will revert to the market-based trading mechanism for ordinary large-scale industrial electricity consumption. Sichuan Jinxiang Sairui Chemical Co., Ltd. : On August 14, the company stated that the world’s first kt-scale pilot plant for producing sustainable aviation fuel via CO2 hydrogenation, jointly developed with Professor Wei Fei’s team at Tsinghua University and Sichuan Aolifen Catalytic Materials Co., Ltd., successfully passed a 72-hour continuous operation assessment, opening up a new green technology pathway from CO2 to aviation propulsion fuels. Patent Applications 1. Hopewind (China) filed patent application CN122512780A, disclosing “Hydrogen Production Power Supply, Renewable Energy Hydrogen Production System, and Hydrogen Production Power Supply Control Method.” The hydrogen production power supply includes a first-stage AC/DC converter and a second-stage DC/DC converter, and can autonomously maintain AC bus stability when renewable energy power fluctuates, avoiding shutdown of the hydrogen production system due to power shortfalls, ensuring continuity of hydrogen production operations, and extending the service life of the electrolyzer. 2. Huizhou EVE Hydrogen Energy Co., Ltd. (China) filed patent application CN122543087A, disclosing “Catalyst Layer, Electrode, Membrane Electrode Assembly, Electrolysis Device, and Electrolysis Process.” The catalyst layer material includes a catalyst and an adhesive containing modified groups. The modified groups include cationic hydrophilic groups and non-ionic groups, enabling the catalyst layer to firmly bind water molecules while maintaining an appropriate hydrophilic–hydrophobic balance, improving water retention and interfacial performance, thereby enhancing the performance of the catalyst layer, membrane electrode assembly, and electrolysis device. 3. Shanghai Qingshang Hydrogen Energy Technology Co., Ltd. (China) filed patent application CN122558479A, disclosing “A Nano Aluminum-Based Reversible Hydrogen Storage Composite Material and Its Preparation Method.” Using aluminum powder (50-60 parts), composite catalyst (5-6 parts), copper powder (2-3 parts), titanium powder (2-3 parts), cobalt powder (1-2 parts), and grinding aid (6-7 parts) as raw material, and through processes such as pressing, sintering, and ball-milling hydrogenation, aluminum trihydride (with relatively high hydrogen storage density) is generated within the aluminum-based alloy material. By compounding the composite catalyst and a nanostructure, reversible hydrogen absorption and desorption of the nano aluminum-based reversible hydrogen storage composite material is achieved. 4. China Three Gorges Renewables (Group) Co., Ltd. (China) obtained patent CN224582854U, disclosing “An Integrated Power Generation System for Subsea Hydrogen Energy Storage”. The system includes a power conversion module, a power aggregation module, a water electrolysis hydrogen production module, and a hydrogen energy storage module. It uses electricity generated by offshore power generation facilities to electrolyse seawater to produce hydrogen and store it, maximising the rational use of resources and improving the stable operation of the power grid. Technology Footprint/Technical Specifications 1. Sinopec’s Xinjiang Kuqa 10kt-class green hydrogen demonstration project achieved 100% full-load continuous operation of all 52 alkaline electrolyser units, reaching the designed capacity. All large circular alkaline electrolysers used in the project were supplied by enterprises in China, with a localisation rate of 100%. The unit cost of electrolysers decreased from 15,000 yuan/kW two years ago to 7,000 yuan/kW. Combined with local solar irradiation conditions, the PV-side levelised cost of electricity decreased to 0.15 yuan/kWh, translating into a total green hydrogen production cost of approximately 18 yuan/kg, preliminarily demonstrating economic competitiveness with fossil-fuel-based hydrogen production. This achievement verified that 10kt-class green hydrogen facilities can operate reliably over long cycles, providing the most solid data support for subsequent large-scale commercialisation. 2. Shandong Saikesaisi Hydrogen Energy Co., Ltd. took the lead in China in achieving a breakthrough in megawatt-class PEM water electrolysis hydrogen production core technology, becoming the first enterprise in China to realise the development, assembly, and industrialisation deployment of megawatt-class PEM electrolysers, breaking the monopoly of overseas core technologies. Without sacrificing performance, the enterprise significantly reduced the use of precious metals in catalysts within hydrogen production electrolysers, substantially lowering system costs, and established a step-by-step validation pathway from laboratory prototypes to 100-watt-class small-scale testing, 10-kW pilot-scale testing, and then megawatt-class engineering prototypes. 3. The main part of the project for the nation’s first high-pressure, long-distance green hydrogen pipeline (the Damaoqi–Baotou long-distance hydrogen transmission pipeline) was basically completed. The pipeline has a total length of 195 km. The project overcame the challenge of hydrogen embrittlement in high-pressure hydrogen transmission, and, in collaboration with research institutes, developed dedicated L360MH steel-grade pipes with added rare-earth elements. It innovatively established a safety evaluation system centred on the hydrogen embrittlement sensitivity index, fracture toughness, and fatigue crack growth rate, providing a replicable and scalable high-pressure pure hydrogen pipeline engineering model for the large-scale construction of China’s hydrogen energy storage and transportation infrastructure. 4. The draft standard GB/T34593 Safety Requirements for Fuel Cell Engines, led by FAW Jiefang as the principal drafter, was reviewed and discussed at the 42nd (second in 2026) meeting of the Electric Vehicles Sub-Technical Committee of the National Automotive Standardization Technical Committee and the Fuel Cell EV Standards Working Group. The revised national standard is about to be implemented. The industry will accelerate the phase-out of low-reliability and non-compliant products, driving market competition to shift from simple parameter comparisons to a comprehensive contest of safety, durability, and life cycle cost, and shifting the industrial development model from “promotion first, regulation later” to standards-first and regulation-led. 5. The world’s first kt-scale pilot plant for producing sustainable aviation fuel via CO₂ hydrogenation (jointly developed by Sichuan Jinxiang Sairui Chemical, Professor Wei Fei’s team at Tsinghua University, and Sichuan Aolifen Catalytic Materials Co., Ltd.) successfully passed a 72-hour continuous operation assessment, opening up a new green technology pathway from CO₂ to aviation propulsion fuel and laying a critical foundation for the industrial-scale deployment of sustainable aviation fuel produced from green hydrogen coupled with CO₂. 6. The main structure of the plant building for CSSC Peric Hydrogen Energy’s Shuangyashan Jixian electrolyzer manufacturing base was topped out. This project is Heilongjiang Province’s first equipment manufacturing project for hydrogen production via water electrolysis, with a total investment of 1 billion yuan. It is expected to achieve an annual output of 30 large electrolyzers in the 1,000–2,000 Nm³/h class. Leveraging the mature technology of CSSC (Handan) Peric Hydrogen Energy, it is committed to realizing independent and controllable capabilities across the entire industry chain from key equipment to end-use products, and to providing key supporting equipment for Jixian County’s green methanol industry.

Recently, Trina Green Hydrogen signed strategic cooperation agreements with SGS-CSTC Standards Technical Services Co., Ltd. (SGS) and Ningbo Zhongke Hydrogen Energy Membrane Technology Co., Ltd. The collaborations focus on areas such as international standard certification, green hydrogen equipment going global, and the supply of core materials for membrane electrodes, further refining the company's industrial layout in the field of water electrolysis for hydrogen production. Under the five-year cooperation agreement between Trina Green Hydrogen and SGS, both parties will jointly participate in industry standard research based on international standards, co-compile industry white papers and blue papers, and provide joint technical services in areas such as electrolyzer manufacturing processes, station design review, and ex-China export certification. The two parties will also leverage their respective strengths in technology, certification services, and market channels to jointly expand ex-China green hydrogen projects, providing standard compliance, safety assessment, and certification support for domestically produced hydrogen production equipment to enter the international market. SGS is a global third-party testing, inspection, and certification organization with over 90 branches and more than 200 professional laboratories in China. It holds multiple domestic and international qualifications, such as CNAS and CMA, and has accumulated relevant experience in areas like hydrogen energy equipment safety assessment, product export compliance, and the ISO 22734 international standard for alkaline water electrolysis hydrogen production. In terms of core materials, Trina Green Hydrogen has reached a three-year strategic cooperation with Ningbo Zhongke Hydrogen Energy Membrane Technology Co., Ltd. The two parties plan to establish an integrated supply system for "electrolyzer complete machines and membrane electrode core materials," and to form a joint R&D team to advance the coordinated development of equipment manufacturing and key materials. Ningbo Zhongke Hydrogen Energy Membrane Technology Co., Ltd. is primarily engaged in the R&D and supply of integrated membrane electrode materials for alkaline hydrogen production, with products including composite separators, alloy catalytic electrodes, and nickel mesh. It focuses on addressing issues such as high energy consumption and insufficient service life of green hydrogen equipment. Trina Green Hydrogen, on the other hand, has a foundation in scaled electrolyzer intelligent production lines and end-user project applications, making their businesses highly complementary. Going forward, the two parties will jointly tackle technical challenges such as electrodes with high current density and low energy consumption, long-life coatings, and stable adaptation of membrane electrodes under fluctuating wind and solar power conditions, while establishing a cooperation mechanism covering quality management, product delivery, and after-sales service. These two cooperations connect the links of international certification services and core material supply, helping Trina Green Hydrogen enhance the standardization, localisation, and international market service capabilities of its green hydrogen equipment, and promote cost reduction and efficiency gains through the synergy of hydrogen production equipment and key materials.

Electronic Cloth Ignited by AI: From Supporting Material to Computing Power Foundation Electronic cloth (electronic-grade glass fiber fabric) serves as the core reinforcing substrate for copper clad laminate (CCL) and ultimately enters printed circuit boards (PCBs). In the past, electronic cloth was mostly used as a supporting material. However, as AI servers have driven a dramatic leap in PCB requirements for layer count, signal speed, and stability, low-dielectric (Low-Dk) and ultra-low-loss electronic cloth has become a necessity, elevating it to a core foundational material for computing power and communication infrastructure. Amid this demand boost, supply tightened and prices surged. Citing operational data disclosed by an industry leader, the average price of electronic-grade glass fiber cloth climbed consistently from 4.51 yuan/meter in Q1 2025 to 9.78 yuan/meter in Q1 2026, a YoY increase of 116.85%. 2026 Expansion Panorama: An "Electronic Cloth Arms Race" Boosted by AI demand, publicly listed firms along the industry chain have intensively disclosed plans for electronic cloth project construction and capacity commissioning in 2026, with capital expenditure intensity reaching elevated levels in recent years. Based on publicly available information alone, the newly planned capacity of top-tier players is already considerable: an industry leader, whose electronic cloth sales reached 1.062 billion meters in 2025—ranking first in the industry—announced newly planned capacity of approximately 570 million meters in the past two months alone. Many enterprises are currently operating at full capacity and selling all output. Glass Fiber Drawing and Pt-Rh Bushing The birth of electronic fabric begins at an ultra-high temperature of approximately 1600°C: raw materials such as silica sand and pyrophyllite are melted into molten glass, which flows through an alloy bushing precisely formulated with platinum and rhodium, exiting from thousands of micron-sized nozzles. Under the traction of a high-speed drawing machine, it is drawn into glass fibers finer than human hair (down to 9 µm or below). This bushing is key to glass fiber production lines and the entry point for platinum demand: Irreplaceability: In a molten glass environment at 1300–1600°C, ordinary metals will rapidly oxidize, corrode, or even melt. Only Pt-Rh alloys combine high-temperature tolerance, resistance to molten glass erosion, and the ability to control temperature through electric heating. Permanent Consumable Attribute: The bushing continuously wears down under high-temperature scouring, with a life cycle of about 1–1.5 years (shorter for standard bushings; 12–18 months for dispersion-strengthened bushings), exhibiting a very strong repurchasing characteristic. In 2025, the total volume of in-service Pt-Rh bushings across the industry reached 85.7 mt, with over 10,000 bushings in operation. Capital Expenditure Threshold: For a 100kt-scale roving production line, the investment in Pt-Rh alloy alone has risen from approximately 200 million yuan to around 450 million yuan; for every 1 mt of electronic yarn produced, an investment of roughly 6,300–6,900 yuan in Pt-Rh bushings is required. Demand Volume: The global glass fiber industry's annual platinum demand is approximately 700,000 oz (about 21.8 mt); the circulation volume of platinum involved in the entire life cycle of China's bushings exceeds 3.5 million oz (about 109 mt). The annual feed volume of bushing manufacturers doubled over five years. In 2025, the global total of in-service Pt-Rh bushings was about 85.7 mt, with over 10,000 bushings in operation; bushing life cycle is about 1–1.5 years, requiring maintenance/replacement for over 10,000 units annually. China accounts for over 60% of global glass fiber capacity, making it the largest consumer market, corresponding to the majority share of the in-service stock being retained in domestic production lines. Overall, electronic fabric has become another clear platinum demand growth sector after hydrogen energy. Pt-Rh alloy bushings used in glass fiber tank furnaces constitute the core consumable. Building a new production line requires a significant one-time initial feed, and continuous volatilization losses occur during production, constituting a persistent net consumption. The current AI-driven capacity expansion of high-end PCBs is lifting both volume and price of electronic fabrics, spurring accelerated rollout of ultra-thin and low-dielectric specialty fabric capacities. This, in turn, is driving both new purchases of platinum bushings and higher losses during full-capacity production, providing marginal growth for platinum's industrial demand. In terms of scale, overall demand from the glass fiber sector remains smaller than that from auto catalysts, but its high cyclical elasticity and strong linkage to the AI industry chain make it a structural growth point in platinum demand that cannot be ignored. Platinum pricing is currently still largely determined by macro factors, mine supply, and auto catalyst demand, while electronic fabrics largely amplify the supply-demand tight balance expectations at the margin.

Recently, the "Hydrogen Wind Fears No Myriad Mountains" PV+ESS-Hydrogen Integration Technology Seminar, co-hosted by Jiangsu Trina Green Hydrogen Technology Co., Ltd. and the Hydrogen Energy Industry Branch of the China Industrial Development Promotion Association, was held in Yangzhou. Over a hundred representatives from industry associations, central state-owned energy enterprises, design institutes, university research institutions, and hydrogen energy equipment enterprises attended, jointly discussing technological innovation and large-scale application paths for PV+ESS and hydrogen integration. At the seminar, Trina Green Hydrogen released a full-chain technology portfolio including an empirical platform, core equipment, grid-forming PV+ESS-hydrogen integration technology, and a digital twin operation center, and proposed solutions for stable hydrogen production system operation and digital control under fluctuating renewable energy conditions. Currently, renewable energy development is shifting from scale expansion to systemic value enhancement. As installed wind and PV capacity continues to grow, issues such as insufficient grid absorption capacity, widening peak-shaving gaps, and power supply fluctuations are becoming increasingly prominent, driving rising industry demand for integrated systems that are verifiable and digitally controllable. Meanwhile, upstream electrolyzer manufacturing in the green hydrogen industry still faces challenges such as insufficient process cohesion, high labour dependency, relatively scattered quality data, and inadequate full-process traceability, which constrain large-scale equipment production efficiency and product consistency. To address these challenges, Trina Green Hydrogen demonstrated for the first time its fully automatic alkaline electrolyzer stacking production line, which is already in operation. This line enables fully automated assembly from parts to the complete electrolyzer and supports flexible production of electrolyzers ranging from 500 to 2,000 standard cubic meters. The production line is equipped with AI visual positioning detection and real-time monitoring and traceability of stacking parameters. Through custom fixtures and dual-stage visual positioning, it achieves automatic flat gripping and fixation of the separator, completely replacing manual laying. Full vision tracking inspection technology ensures high assembly accuracy for the electrolyzer, with electrode perpendicularity not exceeding 0.3%, and installation accuracy for the separator to the step and separator flatness both reaching 0.5 mm. Compared with traditional semi-automated lines, this production line focuses on addressing issues such as high labour requirements, low production efficiency, inconsistent assembly accuracy, and data discontinuity, thereby providing technical support for the large-scale, standardized, and stable production of hydrogen production equipment.

Recently, Naren Mandula, Party Committee Secretary and Chairman of Inner Mongolia Company, headed to the Kundulun District terminal station of the Hydrogen Energy Company’s 195-kilometer long-distance hydrogen transmission pipeline project from Bayan Obo to Baotou City to conduct a survey, gaining an on-site understanding of the project’s construction progress and commissioning preparations. During the survey, Naren Mandula and his delegation successively inspected the terminal station control room and the construction site, learned in detail about progress in station construction, equipment installation, and system commissioning, and focused on inquiring into the advancement of key links such as pipeline connections in the terminal station process area and the arrival and installation of equipment, while listening to briefings on relevant project work. This survey focused on key periods in project construction and pre-commissioning preparations, further clarifying priorities for the project’s subsequent advancement. Relevant work will take the coordinated development of the full “production, storage, transmission, and utilization” chain as the direction, continuously improving the layout of the green hydrogen industry chain and enhancing the connectivity capabilities across hydrogen energy production, storage, transportation, and application. Participants included Hu Fuqin, Deputy Party Committee Secretary and Chairman of the Labor Union of Inner Mongolia Company, Jiao Jia, Party Committee Member and Deputy General Manager, among others; responsible persons from the Company Office, the Planning and Development Department, and the Hydrogen Energy Company also participated.