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

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

Based on on-site visits to the 2026 China Hydrogen Energy Exhibition and International Hydrogen Energy Conference, the most intuitive impression of this edition was that the industry as a whole is cooling down. Although the exhibition quality was moderate, enterprise participation and novelty were noticeably inferior to previous editions. In the hydrogen production sector, top-tier enterprises such as Sungrow Hydrogen, LONGi Hydrogen, and CRRC ZELC attended to hold up the show, while a number of mainstream industry players including LuDao Hydrogen, CSSC Peric, and MingYang Hydrogen did not exhibit. Fuel cell enterprises were almost entirely absent, with most having shifted to the FCVC exhibition in Shanghai. The exhibitors were still dominated by general parts enterprises such as valves, instruments, gaskets, and compressors, while core parts enterprises showed very low willingness to participate. The reasons were quite practical: on one hand, over 30% of hydrogen production enterprises make their own electrodes and separators, and the remaining enterprises have long established fixed partnerships with parts suppliers. Exhibitions can hardly bring in new clients and offer poor cost-effectiveness, so there were many familiar faces and few new enterprises on site. Instead, non-ferrous material enterprises such as Guiyan, Heraeus, Baoti, and Beikuang New Materials appeared in clusters, becoming the most noteworthy new change at this exhibition. Market differentiation in the hydrogen production segment has become very clear, with involution in China and going global becoming the mainstream choice for enterprises. Alkaline electrolysers face fierce price competition in China, with the price spread versus PEM continuing to widen. Medium-sized and larger enterprises have generally turned their attention to markets outside China, where export prices for MW-scale hydrogen production systems are considerable, along with export tax rebate policies. To meet European local content requirements, small and medium-sized enterprises mostly partner with local dealers, while top-tier enterprises are planning to build factories directly in Europe. Quite a few PEM electrolyser enterprises exhibited, but products were mainly small-scale units, primarily targeting metal refineries and small and medium-sized chemical enterprises. The biggest obstacle to promotion is ambiguous policy positioning — hydrogen is both an energy source and a hazardous chemical, and new equipment must go through approval and filing. Some local governments and enterprises show slightly lower enthusiasm due to safety and efficiency considerations. At this exhibition, the AEM technology route clearly gained momentum, with both equipment and parts enterprises increasing their deployment and technical exchanges becoming more open. However, the core issue remains the relatively short membrane lifespan, far below that of alkaline and PEM electrolysers. Meanwhile, the closed landscape of PEM core parts is being broken. Electrodes, membranes, and other components that enterprises previously kept for internal use are now being sold on the retail market, and the degree of marketisation across the industry chain is increasing. The convergence of non-ferrous materials and hydrogen energy is rapidly increasing, which is the most practically valuable signal from this exhibition. Enterprises such as Heraeus and Guiyan are concentrated in the PEM electrolyser catalyst field, Baoti's titanium materials are mainly used for bipolar plates, and nickel is a key material for alkaline electrolysers, extensively used in electrode plates, separator frames, and bipolar plates. Currently, catalyst enterprises are essentially all pursuing an integrated route of raw materials, compounds, and catalysts, while also supporting recycling operations. Small platinum group metal enterprises are also extending toward end-users, with a clear trend of full-chain deployment. By contrast, gas companies were almost absent from this exhibition, perhaps because metal powder users went to the powder metallurgy exhibition in Shanghai during the same period. There was some enterprise participation in the methanol-hydrogen blending and natural gas-hydrogen blending directions, with economic viability being more prominent in high natural gas price areas in south China, while promotion potential is relatively limited in the north where natural gas prices are more advantageous. Interest in hydrogen storage and transportation, refuelling, and fuel cell sectors continued to decline, with top-tier enterprises largely absent. Attention to hydrogen fuel cells fell far short of hydrogen production, and hydrogen production itself is also cooling down. Based on enterprise feedback on the 15th Five-Year Plan subsidy policies, subsidy resources are mainly concentrated in demonstration projects, infrastructure, and hydrogen transportation, with no direct subsidies for equipment manufacturing enterprises, which can only seek support through technological innovation and project applications. Cut-throat competition is expected to continue further. Overall, the current hydrogen energy industry has not broken out of its existing landscape. AEM is beginning to move toward marketisation, PEM remains focused on small batches and small-scale units, large alkaline electrolysers still rely on demonstration projects, and SOFC is also progressing gradually. As core parts become more open and market price signals become clearer, the industry is shifting from past expansion and momentum-building toward substantive implementation and deep cultivation. Future opportunities are more concentrated in the localisation of materials, marketisation of core parts, and expansion into markets outside China.

Scientists at the University of Cambridge have developed a solar‑powered reactor that uses acid recovered from spent car batteries to break down hard‑to‑recycle plastics and produce clean hydrogen fuel and valuable chemicals. The novel “solar‑powered acid photoreforming” process could offer a cheaper, more sustainable way to tackle plastic pollution and generate renewable energy

On April 4, the megawatt (MW)-class hydrogen-fuelled aviation turboprop engine AEP100, independently developed by AECC Academy of Aero-Engine Research, was installed on a 7.5 mt-class unmanned transport aircraft and successfully completed its maiden flight at Zhuzhou Lusong Airport. This marked the world's first flight test of a megawatt-class hydrogen-fuelled aviation turboprop engine, signifying a breakthrough in the development of green aviation propulsion in China. The maiden flight proceeded smoothly throughout, with the engine operating normally and in good condition. The flight lasted a total of 16 minutes in the air, covering a distance of 36 kilometres at a speed of 220 kilometres per hour and an altitude of 300 metres above ground. The aircraft returned safely after successfully completing all scheduled flight test objectives, and the maiden flight mission was a complete success. The successful maiden flight was of great significance. It not only achieved a leap from technology to engineering in China's independent development of megawatt-class hydrogen-fuelled aviation engines, but also signified that China had established the full technology chain in this field, from core components to complete engine integration. It verified the engineering reliability of the hydrogen fuel propulsion system's compatibility with the flight platform, laying a critical foundation for the subsequent industrialisation of hydrogen-powered aviation applications. This became an important milestone in China's transition of green aviation propulsion from technological exploration to engineering practice.

Recently, the Hubei Provincial Energy Bureau released the public announcement of the sixth batch of first (set of) major technological equipment in the energy sector. The announcement showed that four major hydrogen energy technological equipment projects were selected, covering key segments of the hydrogen energy sector and highlighting the progress of hydrogen energy equipment R&D and application in the province. The four selected equipment projects are: a kilonormal-cubic-meter-class alkaline-PEM integrated electrolysis hydrogen production system, a marine methanol fuel supply system, a multi-chamber physical vapor deposition system for hydrogen fuel cell bipolar plates, and a large-scale off-grid flexible hydrogen production system, all of which feature distinctive innovation and application value. The kilonormal-cubic-meter-class alkaline-PEM integrated electrolysis hydrogen production system was jointly developed by five enterprises, with China Power Construction (Zaoyang) New Energy Development Co., Ltd. as the user entity, based on the China Power Construction Zaoyang New Energy Hydrogen and Oxygen Production Project. The equipment pioneered wide-load flexible regulation technology, enabling 10%–120% wide-load adjustment and cold start-up in ≤30 minutes, and is compatible with renewable energy, which is of great significance for promoting high-quality development of the hydrogen energy industry. The marine methanol fuel supply system was independently developed by Jingmen Hongtu Special Aircraft Manufacturing Co., Ltd., with its core encompassing multiple key technologies. Its methanol skid adopts an integrated skid-mounted design to achieve "plug-and-play" functionality and features a proprietary three-step pressure stabilization method that can handle fluctuations in methanol consumption, ensuring stable operation under complex working conditions. The multi-chamber physical vapor deposition system for hydrogen fuel cell bipolar plates was developed by Wuhan Research Institute of Materials Protection, China Academy of Machinery Science and Technology Group Co., Ltd. It achieved a leap from batch processing to 15-chamber fully automated continuous production, resolved core deficiencies of similar equipment in China, achieved 100% domestic component supply, and established a benchmark across the entire chain. The large-scale off-grid flexible hydrogen production system has Qianjiang Qingbei Hydrogen Energy Co., Ltd. as the user entity and was jointly developed by four organizations, based on the National Energy Administration hydrogen energy pilot project — the Hubei Qingbei Hydrogen Energy Qianjiang Green Hydrogen Project (green hydrogen capacity of 20,000 normal cubic meters per hour). Its solution is innovative and meets the application requirements. The selection of four hydrogen energy equipment projects is an affirmation of the province's hydrogen energy equipment R&D capabilities. It will drive breakthroughs in key hydrogen energy technologies, accelerate the industrialisation and application of equipment, and inject momentum into the province's energy structure transformation.

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

Capacity side, according to incomplete statistics, China’s alkaline electrolyzer market remained at 43.77 GW and the PEM electrolyzer market remained at 2.7 GW, with no new capacity added. There was no offline delivery information this week. Project-related updates: Binyang County Haoyuan Industrial Investment Co., Ltd.: Competitive consultation was launched for the Binyang County Green Electricity Hydrogen Production Pilot Construction Project (procurement of hydrogen production equipment and facilities). The budget amount was 2.85 million yuan, with a maximum price limit of 2.85 million yuan. The project entity was Binyang County Haoyuan Industrial Investment Co., Ltd. It is understood that the company is a wholly owned subsidiary of Binyang County Kunpeng Water Affairs Co., Ltd. Kunpeng Water Affairs has registered capital of 448.6 million yuan, and its ultimate controller is the Binyang County Finance Center. Datang Inner Mongolia Duolun Coal Chemical Co., Ltd.: Inquiry-based procurement was conducted for the feasibility study and green methanol certification consulting technical services for the CNCEC Duolun coal chemical coal-based process biomass co-firing coupled with green electricity green methanol production project. It is understood that the Datang Duolun 150,000-kW integrated wind and solar power hydrogen production demonstration project was China’s first medium-to-large-scale technological demonstration project for off-grid wind and solar power hydrogen production deeply coupled with coal chemicals. It was invested in and constructed by Datang Duolun Ruiyuan New Energy Co., Ltd., with a total investment of about 1.3 billion yuan. Construction officially began in November 2023, construction officially began in November 2023, hydrogen was successfully produced on December 29, 2024, and the project was officially connected to the grid and put into operation on January 17, 2025. Shaanxi Construction Engineering Installation Group Co., Ltd.: The Guyang-Baiyun Obo gas transmission pipeline project, undertaken by Shaanxi Installation Group, achieved important progress, with its Guyang initial station and valve chamber successfully passing completion acceptance. It is reported that the gas transmission pipeline project has a 20% hydrogen blending transmission capacity and is a key planned construction project under the “County-to-County Coverage in Western Inner Mongolia” initiative in the Inner Mongolia Autonomous Region’s 14th Five-Year Plan for Oil and Gas Development. The pipeline has a total length of 125 km, starting from the Guyang initial station and running overall from south to north, successively passing through Guyang County, Darhan Muminggan Banner, and the Baiyun Obo mining district in Baotou City, and ultimately reaching Barun Industrial Park. PetroChina Shenzhen New Energy Research Institute Co., Ltd.: It released a processing tender for its brine hydrogen production electrolyzer. Funding for the tender project was self-raised by the enterprise, with a contribution ratio of 100%. It is understood that procurement of necessary raw materials and components includes, but is not limited to, integrated electrolyzer materials such as electrodes, end plates, bipolar plates, separators, and gaskets. Suppliers were also required to provide essential auxiliary electrolyzer accessories such as cooling towers, chillers, and potassium hydroxide in accordance with the purchaser’s requirements. Tianjin Saihong Environmental Engineering Co., Ltd.: A groundbreaking and pile foundation commencement ceremony was held in the Dagang Petrochemical Industrial Park of Tianjin Binhai New Area. It is understood that the project uses the polyploid giant reed “Lüzhou No. 1,” carefully cultivated by Ruihengmao Group, as its core raw material, successfully overcoming the bottlenecks of existing gasification technologies and the economic challenges of biomass raw materials. Tangshan Haitai New Energy Technology Co., Ltd.: recently entered into a strategic cooperation agreement with Beijing Shougang Gas Co., Ltd. During the meeting, Haitai New Energy gave a detailed presentation on the planning layout and current progress of its long-distance hydrogen pipeline project. The two sides then conducted in-depth discussions and exchanges on the development direction of the hydrogen energy industry and successfully signed a strategic cooperation agreement. In view of Shougang Gas’s continuously rising future demand for hydrogen, Haitai New Energy will leverage its comprehensive advantages in hydrogen transportation to provide Shougang Gas with stable and reliable green hydrogen supply services and comprehensive integrated solutions. Shanghai Juna New Material Technology Co., Ltd.: its water electrolysis hydrogen production electrode company, Juna Technology, completed a new round of financing, exclusively invested by CATL, which has become the company’s largest external institutional shareholder at present. Previously, Juna Technology had completed its first round of financing led by Lenovo Star and its second round led by Changjiang Innovation. This round of financing also marked the company’s first introduction of industrial capital. To date, the company has accumulated 8 external institutional shareholders. Shanghai Juna New Material Technology Co., Ltd.: formally signed a strategic cooperation agreement with Zhejiang Sunshine Green Hydrogen Technology Co., Ltd. This cooperation mainly focuses on the industrialisation and deployment of megawatt-class AEM electrolyzers. Leveraging its advanced JE series high performance AEM hydrogen production electrodes, Juna Technology will provide core component support for Sunshine Green Hydrogen in the R&D, testing, and scaled mass production of megawatt-class electrolyzers. Xinjiang Qingda Energy Technology Co., Ltd. : the environmental impact report for its integrated production line project with annual output of 120,000 mt of green hydrogen and 700,000 mt of green ammonia is planned for submission for approval and public disclosure. According to the disclosure, the project is a new-build project located in the western zone of Wusu Industrial Park and invested in and constructed by Xinjiang Qingda Energy Technology Co., Ltd., with a total investment of 4.1914 billion yuan. The project includes extensive construction content, specifically: six water electrolysis hydrogen production unit lines, each with annual output of 20,000 mt, to achieve annual output of 120,000 mt of green hydrogen; meanwhile, one ammonia synthesis unit line with annual output of 700,000 mt to produce 700,000 mt of green ammonia; in addition, one nitrogen production unit line with annual output of 560,000 KNm³ is also planned. In terms of auxiliary facilities, the project will build 6 electrolyzer workshops, 1 office building, 1 circulating water station, 1 central control room, 1 liquid ammonia tank farm, 1 hydrogen tank farm, 1 demineralised water station, and other supporting facilities, with total gross floor area of 127,083.72 m² and total site area of 330,883 m². The construction period is expected to be 12 months. In the water electrolysis hydrogen production segment, the project adopts the alkaline electrolyzer (ALK) hydrogen production process, equipped with 86 2,000-Nm³ electrolyzers, as well as 2 purification units and 2 gas-liquid treatment units, and is expected to produce 120,000 mt of hydrogen annually, mainly as raw material for ammonia synthesis. For the ammonia synthesis unit, the project will build one new unit adopting Casale axial-radial technology, with major equipment including ammonia compressors and synthesis towers, and is expected to produce 700,000 mt of liquid ammonia annually. CRRC Zhuzhou Electric Locomotive Research Institute Co., Ltd.: CRRC Zhuzhou Institute successfully won the bid for 8 water electrolysis hydrogen production systems for Phase I of Kaishan Group’s Kenya green fertilizer project. It is understood that this is the first export of CRRC electrolyzer products to Africa and also the world’s first project to produce green hydrogen/ammonia using geothermal new energy. The Kaishan fertilizer project uses geothermal steam from a Kenyan energy company to generate clean electricity, and then uses this clean electricity to produce hydrogen and green ammonia, ultimately producing more than 480,000 mt of green fertilizer. The hydrogen production section of the project uses a total of 90 sets of 1,000 Nm³/h. Xinqing Energy Technology (Fukang) Co., Ltd.: the EPC general contracting tender for the Xinqing Energy photovoltaic hydrogen production coupled resource clean utilisation low-carbon integrated project (chemical section) was recently released. It is reported that the project is located about 28 km east of Fukang City, Changji Prefecture, Xinjiang Uygur Autonomous Region, about 72 km west of Jimusar County, about 7 km north of Ganhezi Town, and adjacent to the east side of Xinjiang Jinxiang Sairui Coal Chemical Technology Co., Ltd. The project plans to build a new 383.3 MW PV power generation system to achieve hydrogen production capacity of 20,000 mt per year, together with a supporting ammonia synthesis system with annual output of 130,000 mt. In addition, one 220 kV step-down substation will also be built. Inner Mongolia Baofeng Coal-Based New Materials Co., Ltd.: Power Station Group has formally signed a cooperation agreement with Inner Mongolia Feng Coal-Based New Materials Co., Ltd. Power Station Group will supply key equipment for the Phase I water electrolysis hydrogen production project of the other party’s wind and solar power hydrogen production project, specifically including 8 alkaline electrolyzers of 1,250 Nm³/h and the world’s largest single-set 5,000 Nm³/h separation and purification system. In addition, Power Station Group will also provide the industry’s first outdoor three-dimensional layout design supporting services. Policy Review 1. Notice of the Ministry of Industry and Information Technology and Three Other Departments on Issuing the Implementation Plan for the High-Quality Development of Energy-Saving Equipment (2026-2028). The document states that by 2028, mass-produced water electrolysis hydrogen production equipment will achieve DC power consumption below 4.2 kWh/Nm³ under rated operating conditions. 2. Notice of the General Office of the National Energy Administration on Issuing the Guidelines for Project Approval of the 2026 Energy Industry Standards Plan. The key areas for project approval under the 2026 energy industry standards plan include 8 items. In the hydrogen energy field, the key directions include fundamentals and general applications, hydrogen production and conversion, hydrogen storage and transportation, hydrogen refueling, hydrogen power and generation, and hydrogen equipment. 3. Notice of the People’s Government of Heilongjiang Province on Issuing the Outline of the 15th Five-Year Plan for National Economic and Social Development of Heilongjiang Province. The document states that Heilongjiang will step up development of the bioenergy industry, foster green liquid fuel industries such as green hydrogen-to-ammonia, green methanol, and green aviation fuel, strive to achieve annual production capacity of 1 million mt of green hydrogen and 3 million mt of green liquid fuels, and accelerate the scaled and commercial development of bio-natural gas. Corporate Developments CIMC Enric Holdings Limited: Yang Baoying, honorary president of its hydrogen business center, and his delegation recently visited Pengfei Group. During the exchange, the two sides held discussions on promoting the implementation of the “hydrogen cylinder replacement” operating model for hydrogen heavy-duty trucks in Lvliang and ultimately reached consensus. This move has injected strong momentum into the commercialisation and scaled promotion of hydrogen heavy-duty trucks, pressing the “fast-forward button.” Yuchai Xinlan (Jiangsu) Hydrogen Energy Co., Ltd. : formally entered into a strategic cooperation agreement with Henan Hitachi Xin Co., Ltd. The two sides will carry out in-depth cooperation around key links in the hydrogen energy industry chain and jointly advance hydrogen technology innovation, product R&D, and market applications. Shaanxi Construction Engineering Installation Group Co., Ltd.: the Guyang first station and valve chamber of the Guyang-Baiyun Obo gas pipeline project, which it constructed, successfully passed completion acceptance. This milestone means that the innovative infrastructure project, equipped with 20% hydrogen blending transmission capability, is on the verge of official operation. It is understood that the Guyang-Baiyun Obo gas pipeline project not only has 20% hydrogen blending transmission capacity, but is also a key planned construction project under the “county-to-county connectivity in western Inner Mongolia” initiative in the Inner Mongolia Autonomous Region’s 14th Five-Year Plan for oil and gas development. The pipeline has a total length of 125 km, starting from the Guyang first station and generally running from south to north, passing through Guyang County, Darhan Muminggan Banner, and Baiyun Obo mining district in Baotou City before finally reaching Barun Industrial Park. Jiangsu Guofu Hydrogen Energy Technology Equipment Co., Ltd. : a delegation from Thailand’s water resources, electricity, and related institutions came to China for exchanges on the new energy industry and made a special trip to Zhangjiagang, Jiangsu, to visit the rooftop PV hydrogen production project jointly developed by ZNShine Solar and Guofu Hydrogen Energy. It is understood that the project relies on a distributed PV system installed on factory rooftops to provide clean and stable electricity for the enterprise’s production and energy applications through PV power generation, balancing efficient energy utilisation and green development. At the same time, it integrates hydrogen application scenarios and is equipped with an ESS to ensure stable energy supply for hydrogen production. It is a leading distributed PV hydrogen production demonstration project in China, showcasing China’s advanced achievements in the integrated development of PV and hydrogen energy. CSIC 712 Research Institute: the 100-kg-class hydrogen-powered hexacopter UAV “Hydrogen Peak No. 1,” which it led in developing, successfully completed its maiden flight. It is understood that Hanhydrogen Power, as the main supplier of the hydrogen supply system for hydrogen fuel cell UAVs, participated in the formulation of T/CEEIA265-2017 Technical Specification for Fuel Cell Fuel Systems of Unmanned Aerial Vehicles by the China Electrotechnical Society. Shanghai Yigong Hydrogen Energy Technology Co., Ltd.: Yigong Hydrogen Energy has seen concentrated batch shipments of its hydrogen compressor products, which have been delivered to project sites across the country for commercial operation. Guofu (Jinan) Hydrogen Energy Technology Development Co., Ltd.: registered capital is 2 million yuan, and the legal representative is Ding Leizhe. Equity information shows that Jiangsu Guofu Hydrogen Energy Technology Equipment Co., Ltd. holds 80% of the company, while Zhejiang Lingniu Yishi New Energy Technology Co., Ltd. holds 20%. Patent Applications 1. Shanghai Institute of Ceramics, Chinese Academy of Sciences (China) disclosed patent CN2025110028, developing a ceramic-based anion exchange membrane with laboratory-tested service life reaching 80,000 hours. 2. Johnson Matthey (UK) filed patent WO2025109876, disclosing an Fe-Ni-Mo ternary non-precious metal catalyst formulation with activity close to platinum-based materials. Technology Footprint/Technical Specifications 1. Professor Yu Ying’s team at Central China Normal University developed a three-dimensional graded nanostructured catalytic electrode, a core component for seawater hydrogen production. 2. Dalian University of Technology designed an electron-pump catalyst with an asymmetric photoresponse structure to maintain asymmetry in electron distribution. 3. Research teams from the School of Electrical Engineering at Xi’an Jiaotong University and the State Key Laboratory of Electrical Materials and Electrical Insulation successfully developed a Ru/Ti3C2Ox@NF bifunctional electrocatalyst for seawater electrolysis. 4. Johnson Matthey and Syensqo achieved efficient recycling and reuse of platinum group metals and ionomers in PEM fuel cells and electrolyzers, significantly reducing carbon footprint. 5. Teams from Xi’an Jiaotong University and Peking University jointly developed a new-type osmium-based catalyst, significantly improving the efficiency and economics of AEM water electrolysis hydrogen production and supporting the scaled deployment of low-cost green hydrogen.

[SMM Hydrogen Energy Bulletin] Recently, the 100-kg-class hydrogen-powered hexacopter UAV "Hydrogen Peak No. 1," developed under the leadership of CSIC 712 Research Institute, successfully completed its maiden flight. It is understood that Hanqing Power, as the primary supplier of the hydrogen supply system for hydrogen fuel cell UAVs, participated in the formulation of T/CEEIA265-2017, Technical Specifications for Fuel Cell Fuel Systems for Unmanned Aerial Vehicles, by the China Electrotechnical Society.

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