The State Council issued the "15th Five-Year Plan for Carbon Peak Action," outlining key tasks in five areas. The plan proposes to support local consumption of new energy, actively develop models of green electricity direct supply such as green electricity direct connection and new energy nearby access to incremental distribution networks, and promote the integrated development of generation-grid-load-storage. By 2030, pumped storage hydropower installed capacity will reach around 160 million kW, new-type energy storage installed capacity will strive to reach 300 million kW, the maximum regulation capacity of virtual power plants nationwide will exceed 50 million kW, and power demand response capability will reach over 5% of the maximum electricity load.

From a supply-demand balance perspective, China's lithium carbonate market exhibited a tight balance in H1 2026, with sellers and buyers continuously seeking new equilibrium points amid bargaining.

Capacity side, the domestic alkaline electrolyzer market remained at 43.77 GW, while the PEM electrolyzer market held steady at 2.7 GW, according to incomplete statistics. Haozhen Hydrogen Energy’s brand-new 200 Nm³/h alkaline electrolysis hydrogen production system was officially shipped and delivered, reportedly to the project site of a well-known non-ferrous metal enterprise in China. Project-related developments: Guohua (Ningxia) New Energy Co., Ltd. : The evaluation results for the PC construction general contracting bid candidates of the Guohua Investment Guohua (Ningxia) New Energy Co., Ltd. Solar-Storage-Hybrid Off-Grid Hydrogen Production Key Technology Research and Demonstration Project (Integrated Engineering Hydrogen Production Section) were publicized, with two major chemical construction enterprises shortlisted. The first bid candidate was China Chemical Engineering Second Construction Corporation, with a corresponding bid price of 31.0690374 million yuan; the second bid candidate was China Chemical Engineering Ninth Construction Co., Ltd., with a bid price of 30.3988 million yuan. This demonstration project is located south of the Qingshuiying Hydrogen Production Plant in Ningdong Town, Ningxia, with planned land use of approximately 33 mu. It relies on the existing plant’s utility infrastructure to build a complete set of hybrid hydrogen production units, comprising six hydrogen production process trains: E, F, G, H, I, and J. Among them, Unit E is a 1000 Nm³/h hybrid pilot test facility, situated on the northeast side of the existing Qingshuiying Hydrogen Production Station; Units F, G, H, I, and J are five newly built large-scale hydrogen production systems, each with a rated hydrogen output of 1000 Nm³/h and a maximum long-term safe operating load of 120%, i.e., 1200 Nm³/h. Each new hybrid hydrogen production system adopts an ALK+PEM coupling route, equipped with an 800 Nm³/h alkaline electrolyzer, a 200 Nm³/h proton exchange membrane electrolyzer, and supporting gas-liquid separation equipment, paired with a 1000 Nm³/h integrated purification unit. The output hydrogen purity can reach 99.999%, suitable for PV storage Junrui Green Hydrogen Energy (Shangdu County) Co., Ltd. : The EPC general contracting bid candidates for the Shangdu County 30,000 mt/year hydrogen production project were officially publicized, with three major engineering consortiums shortlisted. The first bid candidate for this project was a consortium led by China Construction Fifth Engineering Bureau East China Construction Co., Ltd., joined by Wuxi Henghe Engineering Consulting Design Co., Ltd., Nuclear Industry (Tianjin) Engineering Survey Institute Co., Ltd., and Jiangsu Industrial Equipment Installation Group Co., Ltd.; the second bid candidate was a consortium led by Anhui Construction Engineering Group No.3 Construction Co., Ltd., joined by Shandong Honghua Construction and Installation Engineering Co., Ltd., Chongqing Chemical Engineering Design and Research Institute Co., Ltd., and Tianjin Huaxing Survey and Design Co., Ltd.; the third bid candidate was a consortium led by China Railway 16th Bureau Group Co., Ltd., joined by Jiangsu Qi’an Construction Group Co., Ltd., Aohua Engineering Technology Co., Ltd., and Hebei Zhongse Huaguan Geotechnical Engineering Co., Ltd. Inner Mongolia Mengqing Pipeline Network Co., Ltd.: The bid candidate announcement for the survey and design of the Inner Mongolia Mengqing Pipeline Network Co., Ltd. Shanghaimiao-Ningdong Green Hydrogen Pipeline Project was released. The top three candidate units for this tender were Sinopec Petroleum Engineering Design Co., Ltd. (10.05 million yuan), China Petroleum Natural Gas Pipeline Engineering Co., Ltd. (10.06 million yuan), and Sinopec Zhongyuan Petroleum Engineering Design Co., Ltd. (10.22 million yuan). This pipeline has a total length of 6.4 kilometers, divided into Inner Mongolia and Ningxia sections, with the Inner Mongolia section being 2.2 km and the Ningxia section being 4.2 km. It has a design pressure of 6.3 MPa and a pipe diameter of DN600, using L360MH steel pipes, with an annual pure hydrogen transmission capacity of 500,000 mt. It is accompanied by two newly built stations: the Shanghaimiao compressor station and the Ningdong terminal station. The project is a demonstration section at the end of the 427 km Dengkou–Shanghaimiao–Ningdong trunk green hydrogen pipeline, spanning Ordos Shanghaimiao Town and Ningxia Ningdong Town. Filing and approval were completed in both locations, and construction is planned to start on September 20, 2026. Ordos Vina Green Energy Logistics Co., Ltd. : The Ordos Vina Green Energy Logistics Co., Ltd. Vina Green Logistics and Hydrogen-Electricity Infrastructure Integrated Hydrogen Production and Refueling Project has been filed, which will further improve supporting infrastructure for local hydrogen logistics. The project is located in the Sanaoliang Industrial Park, Dalad Banner, Ordos City, with a total investment of 63.1638 million yuan. The main construction content includes one 6 mt hydrogen refueling station, one set of 6,000 Nm³/h physical process PSA hydrogen purification equipment, to build an integrated hydrogen production and refueling supporting system. The project construction period is planned from August 2026 to August 2027. Upon completion, it will effectively address the regional hydrogen refueling shortcomings, support the large-scale development of the local green logistics industry, and promote the application of hydrogen energy scenarios. China Energy Construction Bochuang Green Fuel (Shenyang) Co., Ltd. : The Shenyang City Wind and Solar Hydrogen Production Integrated with Biomass Green Alcohol and Oil Demonstration Project Phase I 100,000 mt green methanol EPC general contracting project has announced the candidate winners for the bid. The first candidate is the consortium led by East China Electric Power Design Institute, in combination with Hunan and Liaoning Electric Power Design Institutes, with a bid of approximately 1.7 billion yuan; the second and third candidates are Guangdong Electric Power Design Institute and Zhejiang Electric Power Design Institute, with bids of approximately 1.7239 billion yuan and 1.7883 billion yuan respectively. The project is located in Kangping County, Shenyang. The wind farm site is close to highways and national roads, and the biomass pretreatment plant and the methanol chemical plant are both located within the county. Phase I plans to build 100 MW wind power, 50 MW/100 MWh energy storage, an annual output of 100,000 mt of green methanol, and 360,000 mt of biomass pretreatment supporting facilities. Shaanxi Coal Group Yulin Chemical Co., Ltd. : Shuangliang Hydrogen Energy has won the order for four 3,000 Nm³/h alkaline electrolyzers from Shaanxi Coal Group Yulin Chemical. The order is for the hydrogen production unit supporting the second phase first stage of the Yulin Chemical 15 million mt/year coal grading conversion demonstration project. The supporting hydrogen production unit has a total hydrogen capacity of 12,000 Nm³/h and oxygen capacity of 6,000 Nm³/h, and the unit will serve coal-to-methanol, methanol-to-olefins, and downstream deep processing production. Ordos Vina Green Energy Logistics Co., Ltd.​​​​​​​: The Ordos Vina Green Energy Integrated Hydrogen Production and Refueling Project has been filed. The project total investment is 63.1638 million yuan, using a self-owned fund plus bank loan model, with a construction period of one year, and is expected to be completed and put into use in August 2027. The project is located in the Sanaoliang Industrial Park, Dalad Banner, and is equipped with one 6 mt/day large hydrogen refueling station and one set of 6,000 Nm³/h PSA hydrogen purification unit, relying on by-product hydrogen resources from the park to build green logistics supporting facilities for hydrogen-powered heavy trucks. Hebei Hongmeng Hydrogen Energy Technology Co., Ltd.​​​​​​​: The first Environmental Impact Assessment (EIA) public notice has been issued for the Off-Grid Hydrogen Production Hydrogen Low-Temperature Liquefaction Comprehensive Utilization Demonstration Project. The project is located in Zhangjiakou Kangbao County, in Zhangji Town and Danqinghe Township. The overall total investment is 10.4 billion yuan, with six wind power supply units totaling 1.2 GW installed capacity, of which the main part of the project for hydrogen production and liquefaction investment is 3.49 billion yuan. The project plans to adopt both alkaline and PEM electrolyzers, with a total hydrogen production capacity of 240,000 Nm³/h, an annual output of 140,000 mt of green hydrogen after reaching full production, and simultaneously supporting a 30 mt/day hydrogen liquefaction unit. Supporting infrastructure such as plant buildings, collection lines, and other complete supporting facilities will be constructed simultaneously, to build a wind-solar off-grid hydrogen production and low-temperature liquefaction integrated demonstration base. Policy Review​ 1. The Energy Bureau of Inner Mongolia Autonomous Region has issued a notice regarding the abolition of the Interim Measures for the Administration of Hydrogen Refueling Stations in Inner Mongolia Autonomous Region. In accordance with the requirements of the Notice of the General Office of the Inner Mongolia Autonomous Region People's Government on Conducting the Cleanup of Administrative Normative Documents (Nei Zheng Ban Zi [2025] No. 40) and related requirements, with the consent of the autonomous region people’s government, the Interim Measures for the Administration of Hydrogen Refueling Stations in Inner Mongolia Autonomous Region (Nei Neng You Qi Zi [2022] No. 1461), jointly issued by the autonomous region energy bureau and relevant departments, is hereby abolished. Matters related to hydrogen refueling stations shall be implemented in accordance with the Administrative Measures for the Safety of Renewable Energy Hydrogen Production Industry in Inner Mongolia Autonomous Region (Trial Implementation) and other relevant regulations. 2. The Yunnan Provincial Development and Reform Commission and the Yunnan Provincial Energy Bureau have issued a notice on the 2026 Green Electricity Hydrogen Production Integration Demonstration Project List. According to the project list, there are 8 green electricity hydrogen production integration demonstration projects in Yunnan Province in 2026, with a planned total green hydrogen production of 8,032 mt/year. They are: Yiliang County Green Electricity Hydrogen Production Integration Demonstration Project, Dushupu Service Area Photovoltaic Green Electricity Hydrogen Production Integration Demonstration Project, Songming Service Area Upward Photovoltaic Green Electricity Hydrogen Production Integration Demonstration Project, Qujing High-Tech Zone Huashan Wind-Solar Coupled Hydrogen Production Demonstration Project, Honghe Kaiyuan City Xiehua Green Electricity Hydrogen Production Integration Demonstration Project, Lufeng City Green Electricity Hydrogen Production (Ammonia) Blast Furnace Injection Ironmaking Integration Demonstration Project, Chuxiong High-Tech Zone Wind-Solar Integrated Green Ammonia Synthesis Project, and Shangri-La Green Electricity Hydrogen and Oxygen Production Integration Demonstration Project. Enterprise Updates​​ Weichai Power Co., Ltd. : Weichai Power’s WP15 heavy-duty hydrogen internal combustion engine with direct injection has successfully passed the authoritative environmental protection emission certification test, becoming China’s and the world’s first heavy-duty hydrogen internal combustion engine to complete all core verifications under the China VI regulations. This marks a key breakthrough in the commercialization of zero-carbon heavy-duty equipment in China. The engine model has undergone rigorous testing under all operating conditions, with pollutant emissions significantly better than national standards and carbon dioxide emissions nearly eliminated. Relying on self-developed flexible in-cylinder direct injection core technology, the model achieves ultra-low nitrogen oxide emissions and, combined with a simple after-treatment system, is capable of meeting even higher future environmental protection regulation requirements, with outstanding environmental performance advantages. Baoding Gaoxin Environmental Technology Co., Ltd. : Thirty hydrogen fuel cell sanitation vehicles equipped with Weishi Energy hydrogen power systems were officially delivered to Baoding Gaoxin Environmental Technology Co., Ltd. They will be deployed for road sweeping, washing, watering, and dust reduction operations on major roads in the Baoding Hi-Tech Zone, promoting the green transformation, upgrading, and quality improvement of the local sanitation sector. The delivered vehicles include two main car models—hydrogen-powered water sprinklers and hydrogen-powered sweepers—jointly developed by Weishi Energy in cooperation with Dongfeng Special Vehicle and Changsha Infegreen Environmental. The vehicles are equipped with Weishi Energy’s in-house developed commercial vehicle fuel cell systems and hydrogen storage systems, offering the environmental advantages of zero emissions, no pollution, and low noise. Guoke Green Hydrogen (Dalian) Technology Co., Ltd.​​​​​​​: A research team from the Counselor’s Office of Jiangxi Provincial Government visited Jinpu New District, Dalian City, Liaoning Province, to conduct a special survey on the “New Energy Future Industry – High-Quality Development Vision for Green Hydrogen (Ammonia).” Among the surveyed enterprises, Guoke Green Hydrogen (Dalian) Technology Co., Ltd., as one of the key enterprises, systematically presented its core technology R&D, equipment manufacturing, and industrial application status in green hydrogen, and engaged in in-depth exchanges with the survey team on the development of the green hydrogen industry. Guoneng Hydrogen Innovation Technology (Beijing) Co., Ltd. : Its “Sino-German Hydrogen Energy and Fuel Cell Vehicle Carbon Footprint and Sustainability Assessment Method and System Co-Construction Project” was selected as one of the first batch of typical cases of China-Europe energy cooperation at the 4th China-Europe Energy Technology Innovation Cooperation Forum. Beijing Hypert Hydrogen Energy Technology Co., Ltd.​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​: The delivery ceremony for its H49 hydrogen-powered heavy truck was successfully held. The delivered Hypert H49 hydrogen-powered heavy trucks will officially join the Hengnuo Logistics fleet and serve the logistics transportation of finished beverages for Swire Coca-Cola. Huachuang Hydrogen Energy Technology (Guangdong) Co., Ltd. : Foshan’s first hydrogen-powered unmanned vehicle OEM launch conference was successfully held at the Guangdong Cheshijie Automotive Technology Industrial Park in Lecong, Shunde. Huachuang Hydrogen Energy Technology (Guangdong) Co., Ltd. participated as one of the leading enterprises. Chairman Dr. Yang Zhonggao delivered a speech on behalf of the company and completed the signing ceremony. At the event, the OEM’s construction plan, core technology tackling route, and industrialization plan were announced, and a hydrogen-powered unmanned vehicle departure ceremony was held simultaneously. Shaanxi Yanchang Petroleum Materials Group Xi'an Co., Ltd. : For its natural gas subsidiary, it plans to procure proton exchange membrane (PEM) water electrolysis hydrogen production equipment, with a plan to purchase one electrolyzer under a single section. Dongfang Electric (Chengdu) Hydrogen Energy Technology Co., Ltd. ​​​​​​​: Dongfang Hydrogen has successfully signed orders for two sets of 2,000 Nm³/h alkaline electrolyzers, achieving a breakthrough in market orders for large-scale water electrolysis hydrogen production equipment. It is understood that the signed alkaline hydrogen production equipment, equipped with Dongfang Hydrogen’s latest core technologies, will be deployed in a national energy sector hydrogen energy pilot project, supporting the construction of a high-purity hydrogen supply mother station with an annual output of 10,000 mt for fuel cells. After deployment, the equipment can effectively solve the difficulty of hydrogen supply for fuel cell vehicles and break through key bottlenecks in hydrogen energy application. ​​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 test life of 80,000 hours. ​​2. Johnson Matthey (UK) submitted patent WO2025109876, disclosing a ternary Fe-Ni-Mo non-precious metal catalyst formulation with activity close to platinum-based materials. Technology Footprints/Technical Specifications​​ 1. The team of Tong Lei, Liang Haiwei from USTC and Zhang Liang from Tsinghua University proposed a carbon mesopore depth engineering (CMDE) strategy. Leveraging hollow mesoporous carbon spheres to regulate ionomer penetration depth, they resolved the inherent conflict between kinetic activity and oxygen mass transport in low-platinum fuel cells, and developed a PtCo low-platinum catalyst with anti-poisoning, high mass transport, and excellent durability. They achieved US DOE power, activity, and durability targets at an ultra-low platinum loading of 0.1 mgPt cm⁻². 2. Professor Li Zhipeng’s team at Northwestern Polytechnical University innovatively constructed a three-dimensional multi-physics coupled model for tubular solid oxide fuel cells, systematically revealing the quantitative influence laws of temperature, electrode thickness, porosity, and oxygen domain geometric parameters on cell output performance. 3. The National Hydrogen Energy Power Quality Inspection and Testing Center of China Automotive Engineering Research Institute has built a 0–400 kW hydrogen-involved three-in-one vibration test platform with load and opened it for commercial use, filling the gap in domestic high-power multi-physics coupled hydrogen testing. 4. The high specific power cathode closed-cathode air-cooled fuel cell stack technology developed by the team of Academician Chen Zhongwei and Associate Researcher Zhang Meng at the National Key Laboratory of Energy Catalytic Conversion, Dalian Institute of Chemical Physics, has passed the scientific and technological achievement appraisal organized by the China Petroleum and Chemical Industry Federation. The technology effectively resolves the industry contradiction between water retention and oxygen mass transport in air-cooled fuel cells, solving technical challenges such as low-humidity performance decay, carbon corrosion, dry membrane flooding, and high-power thermal management. 5. Two group standards on water electrolysis hydrogen production have been officially released and implemented: the Safety Technical Specification for Water Electrolysis Hydrogen Production and the Method for Calculating Economic Operation Indicators for Water Electrolysis Hydrogen Production. 6. Petronor and H2SITE collaborate to advance membrane technology for hydrogen production, enhancing high-purity hydrogen and low-carbon efficiency in refining.

Overseas PV Markets Enter a Policy-Driven Reset After H1 Demand Pull-Forward. Export tax changes, freight volatility, raw material costs, and policy deadlines lifted China TOPCon FOB prices in Q1 before weaker demand pulled them back to $0.108-0.112/W by late June.

The EU Parliament's ENVI committee approved by 70% a draft report extending CBAM to downstream products including cars, appliances, furniture, building materials, and agricultural machinery, with implementation targeted from 2028. With the current EU carbon price at around EUR 80/tonne — projected to reach EUR 140 by 2030 and EUR 250 by 2045 — the expansion is set to systematically raise the cost of imported everyday goods and increase compliance burdens for SMEs, with no compensation mechanism in place. ACEA criticized the plan as technically flawed and inconsistent, calling for a postponement to at least 2030. Separately, EUROFER's claim of losing 30 million tonnes of capacity and 30,000 jobs over five years has drawn scrutiny: its own data shows actual job losses of around 17,000, while the capacity decline reflects reduced crude steel production rather than installed capacity — partly because European producers substituted slab imports from Russia, China, Brazil, and Indonesia to protect downstream margins, while holding accumulated free ETS certificates worth an estimated EUR 56 billion.

On July 2, the tender failure announcement for the PV module procurement (the second tender) of the Luzhou Generation-Grid-Load-Storage Integrated Energy Project (Phase I) was released. The announcement disclosed that the second tender was opened on June 30, 2026. As fewer than three bidders submitted the bid security, this tender failed. The section will be re-tendered in accordance with regulations. Previously, when this section was opened on May 22, 2026, it also failed because fewer than three bidders submitted bids.

On June 30, 2026, with the commissioning of the Huaneng Dezhou Xiaomiaozhuang 30 MW wind power project, the total installed capacity of wind and PV power in Shandong reached 130.56 million kW, and its share of the province’s total installed electricity capacity exceeded 50% for the first time in history, reaching 50.18%. This meant that wind and solar power, as new energy sources, officially became the mainstay of Shandong’s installed electricity capacity. Even more encouraging, if biomass and other new energy sources were included, Shandong’s installed new energy capacity had reached 135.51 million kW by the end of June, accounting for 52.09%; adding nuclear and hydropower, the province’s non-fossil energy installed capacity reached 145.3 million kW, with a share as high as 55.85%.

Driven by the enterprise’s need to continuously enhance its green manufacturing capabilities and energy utilization efficiency, the 271.32 kW distributed PV project of Suzhou Lianxun Instrument Co., Ltd., constructed by the Canadian Solar Inc. China distributed EPC team, has been officially connected to the grid and is generating electricity. The project is located in the Suzhou High-tech Zone. Canadian Solar Inc. provides a one-stop EPC service covering solution design, engineering construction, power supply procedures, grid connection acceptance, and smart operation and maintenance, creating a safe, efficient, and stable green energy system for the enterprise and continuously supporting its green and low-carbon development. The project has a total installation area of approximately 2,600 m², with 456 Canadian Solar Inc. high-efficiency N-type modules installed, and a total installed capacity of 271.32 kW. The project adopts a mature and reliable system solution, optimized in combination with the enterprise’s stable daytime electricity consumption characteristics. While enhancing system operation stability, this achieves on-site consumption of PV power and improves overall energy utilization efficiency.

Capacity-wise, according to incomplete statistics, China's alkaline electrolyzer market stood at 43.77 GW, while the PEM electrolyzer market stood at 2.7 GW. Peric Hydrogen, a subsidiary of the 718th Research Institute of CSSC, completed factory inspection and shipment for delivery of its first hydrogen project equipment in Canada. The project has an installed capacity of 1.75 MW and adopts a containerized integrated hydrogen production system. Project-related updates: Inner Mongolia Baogangxin Energy Co., Ltd. : The hydrogen production and storage integrated demonstration project it invested in has been filed. Located in the Bayan Obo mining area in Baotou, the project has a total investment of 41.9 million yuan. The project will be equipped with one set of 1000 Nm³/h alkaline water electrolysis hydrogen production unit, one set of 500 Nm³/h proton exchange membrane water electrolysis hydrogen production unit, along with gaseous hydrogen storage tanks, a 100 kg solid-state hydrogen storage unit, and a heat storage and release system. It will also be furnished with supporting utilities such as power supply, automatic control, compressed air, and nitrogen generation facilities, creating an integrated demonstration project that couples multiple hydrogen production routes with solid-state hydrogen storage. China Energy Ningxia Coal Industry Co., Ltd. : The Phase I of the Ningdong Integrated Energy Station Project of Ningxia Coal Industry has been fully completed and is in the final stage of trial operation. The project is located at the entrance of the Ningdong Coal Chemical Industrial Park and is operated by Genyuan Zhihuan Logistics Company. Phase I has completed construction of canopies, refueling islands, LNG dispensing islands, an office building, fire-fighting and monitoring control rooms, and other supporting facilities. It is equipped with oil storage tanks with a total volume of 110 m³ and LNG storage tanks of 60 m³. The maximum on-site hydrogen storage capacity is 1,593.3 kg, including two 50 m³ diesel storage tanks, two 30 m³ gasoline storage tanks, one 60 m³ LNG storage tank, and three single-hose LNG dispensing islands. Meanwhile, civil works and process reservations for three hydrogen refueling islands have been completed. Once operational, the project will provide integrated refueling of oil, gas, and hydrogen for heavy-duty trucks, engineering machinery, and official vehicles in the park, thus strengthening the energy supply guarantee capacity of the Ningdong Coal Chemical Industry Base. CIMC New Energy (Liupanshui) Technology Co., Ltd. : The steel-coke integration project of CIMC New Energy (Liupanshui), a subsidiary of CIMC Enric, has been put into operation. The project relies on the coke oven gas from Shougang Shuicheng Steel to mass-produce blue LNG and 99.999% high-purity blue hydrogen. With a total investment of 808 million yuan, the project covers an area of 248 mu and had a construction period of 12 months. Upon reaching full production, it will achieve an annual output of 140 kt of LNG and 24 million Nm³ of high-purity blue hydrogen. Currently, the company has three similar projects in operation at Angang Bayuquan and Linggang, with three more new projects in the preliminary preparation stage. Its business covers Liaoning, Guizhou, Sichuan, and Southeast Asian markets outside China. All existing operating projects have a combined annual output of 48 million Nm³ of hydrogen, 420 kt of LNG, and 80 kt of liquid ammonia. Guoneng Nanjing Electric Power Test & Research Co., Ltd. : The EPRI subsidiary has issued a bidding announcement for hydrogen fuel procurement under a national key project. This project is undertaken by Guoneng Nanjing Electric Power Test & Research, involving fuel procurement for the National Key R&D Program "10 MW-class wide-load hydrogen co-firing technology integration and boiler demonstration." The test site is located at the Hainan Ledong Power Plant area. The project has a single bidding section for the 168-hour commissioning of a 10 MW pilot-scale gas boiler. It requires that the hydrogen blending heat value ratio in natural gas be no less than 20%, and the procurement includes pure hydrogen as well as full-process services such as transportation, technical training, and quality assurance. The gas supply threshold can be met by any one of three options: 200 hours of supply, 190,000 Nm³ of hydrogen, or the testing volume verified by the bid inviter; supply ends once any condition is met. Settlement will be based on the actual hydrogen supply volume. The supply period is 161 days from the contract signing, and all supplies must be completed by December 31, 2026. The supplier shall deliver to the Ledong site within 30 hours upon receiving the delivery notice. This tender only accepts bids from independent legal entities and agents, and does not accept any consortium. Hexi (Xinjiang) New Energy Co., Ltd. : The first phase of the 20 kt/year solar dish photothermal water splitting hydrogen production project at Sinopec Zhundong No.6 Station by Hexi Xinjiang New Energy has initiated its second public notice. The project is sited on the northwest side of Sinopec Zhundong Sixth Station in the Zhundong Economic and Technological Development Zone, Changji, Xinjiang, covering an area of 50 mu. It will build an integrated dish photothermal RSOC water splitting hydrogen production station equipped with complete facilities for concentrating light, thermal storage, power generation, hydrogen production reaction, hydrogen purification, transmission and distribution, intelligent control, and power supply and distribution. The first phase can produce 2 mt of green hydrogen and 16 mt of green oxygen daily, with an annual output of 660 mt of green hydrogen and 5,280 mt of green oxygen, leveraging new photothermal hydrogen production technology to expand local green hydrogen production pathways. Shanxi Yaxin New Energy Technology Co., Ltd. : The additional hydrogen pipeline laying project for methanol has obtained record-filing. The total investment is 2 million yuan. The pipeline starts from the Shanxi Yaxin New Energy plant area, runs along the park road, and is laid to the Lu’an Taihua plant area. Relying on the existing pipe gallery, a 1.8 km backup hydrogen transmission pipeline is newly built, which can supply up to 144 million Nm³ of hydrogen annually. The project is planned to commence in June 2026 and be completed in August, and construction may begin only after all approvals for planning, environmental protection, and safety are obtained. Sichuan Yuyan New Materials Co., Ltd. : The supporting 8,500 Nm³/h natural gas-based hydrogen production unit for Sichuan Yuyan’s 300 kt/year hydrogen peroxide project has completed full-process commissioning and successfully produced qualified hydrogen. The unit has officially entered the trial production stage, providing assurance for the stable full-load operation of the main hydrogen peroxide facility. Three Gorges Bazhou Ruoqiang Energy Co., Ltd.: The tender is now open for the hydrogen production system equipment under the provisional price of the EPC contract for the Three Gorges Ruoqiang 6×660 MW coal-fired power project. The project is located in Ruoqiang County, Bayingolin Mongolian Autonomous Prefecture, Xinjiang, supporting the planned Ruoqiang–Sichuan ultra-high voltage DC transmission project. It is planned to install six 660 MW ultra-supercritical coal-fired generating units, along with supporting environmental protection facilities. This procurement covers the plant-wide common hydrogen production equipment, including two sets of 10 Nm³/h proton exchange membrane water electrolysis hydrogen production main units and complete supporting equipment such as electric controls, hydrogen storage, pipelines, and spare parts. The equipment is expected to be delivered on truck at the Ruoqiang project site by August 2027, with the actual delivery time subject to the bid inviter’s notice. This tender explicitly does not accept consortium bids. China United Energy Group: The Jordanian Cabinet officially approved the signing of a land use agreement with China United Energy Group to jointly conduct a feasibility study for a local green hydrogen production project. This cooperation aligns with Jordan's clean energy development strategy, aiming to attract high-quality investment in green hydrogen and low-carbon fuels. Once implemented, the project will help Jordan build a regional hub for green industry and clean fuels, boost the development of the upstream and downstream green ammonia industrial chain, and expand export channels for low-carbon products to markets outside China. Shanghai International Port Group Energy Co., Ltd. : SIPG Energy's methanol bunkering vessel, "Haigang Zhiyuan," conducted a bunkering operation for Hanwha Shipping's "HMM LEAF" at anchorage, supplying 3,000 mt of domestically produced biomass green methanol. This successfully completed Shanghai Port's first anchorage green methanol bunkering and set a new record for the largest single anchorage green methanol bunkering operation in China. Following this operation, Shanghai Port's green methanol bunkering service coverage has been expanded to encompass the entire port area, with service waters extended from Yangshan Port, Waigaoqiao Port Area, and Changxing Island Shipyard to anchorage grounds, enabling flexible, customized green fuel bunkering solutions for global shipping enterprises. State Energy Group Hydrogen Technology Co., Ltd.: The first phase of the Cangzhou "Green Port, Hydrogen City" green ammonia project has been successfully mechanically completed, officially entering the integrated commissioning and feed trial operation stage. This project is Hebei Province's first 10kt-level green ammonia project. The first phase is equipped with a 50,000 mt/yr synthetic ammonia unit, relying on local wind and solar power green electricity and employing alkaline water electrolysis for hydrogen production, cryogenic nitrogen generation, and a multi-steady-state flexible synthesis process to produce green ammonia. Dongfeng Motor Group Co., Ltd.: The results were announced for potential suppliers in the procurement project for a containerized integrated hydrogen production system for the R&D Center. This procurement did not accept consortium bids. The first-ranked candidate is Beijing Hydrogen Energy Technology Co., Ltd., with a bid of 463,980 yuan; the second-ranked candidate is Xianhu Technology Co., Ltd., with a bid of 485,000 yuan; the third-ranked candidate is Shandong Saikesaisi Hydrogen Energy Co., Ltd., with a bid of 598,000 yuan. The procurer is purchasing this equipment for internal R&D work. Policy Review 1. The Ministry of Transport, the National Development and Reform Commission (NDRC), the Ministry of Industry and Information Technology (MIIT), and eight other departments jointly issued the "Implementation Plan for Promoting the Large-Scale Application of New Energy Heavy Trucks," setting multiple targets and regulating the construction of energy replenishment infrastructure. The plan proposes that by 2030, the penetration rate of new energy heavy trucks should reach 40%, with ownership exceeding 1.6 million units and accounting for approximately 20% of total heavy truck ownership. The electrification rate for short-distance transport in the Beijing-Tianjin-Hebei region and the Fenwei Plain should exceed 80%, and the freight volume share of new energy heavy trucks on expressways should reach 18%. The national plan is to deploy approximately 3,000 battery charging and swapping stations for heavy trucks, build zero-carbon freight corridors along the expressway network, and simultaneously support these with hydrogen refueling and green fuel bunkering facilities. The document specifies that highway renovation projects must synchronously plan and construct supporting clean energy facilities such as charging and battery swapping stations, hydrogen production and refueling infrastructure, and energy storage systems. Parking areas for new energy heavy trucks for charging and swapping must maintain safe distances from densely populated service areas and oil and gas stations, and facility construction must strictly adhere to mandatory national standards. The plan proposes to build a comprehensive support system encompassing infrastructure, equipment, services, standards, and policies, establishing a multi-departmental collaborative linkage and promotion mechanism. 2. The PipeChina Hydrogen Energy Storage and Transportation Technology Exchange Conference was held in Beijing. The meeting unveiled the technical plan and complete set of standards for hydrogen pipeline transmission engineering, establishing a full-chain standardized system for hydrogen storage, transportation, and delivery, filling the gap in standards for complete sets of technologies for long-distance, large-scale hydrogen pipeline transmission in China, achieving a breakthrough from single-point technological advancements to systematic application. The complete technologies cover core engineering needs such as new hydrogen pipelines and retrofitting natural gas pipelines for hydrogen blending, establishing the first hydrogen pipeline transmission technical framework suitable for six sub-scenarios within two main application categories. The supporting standards cover the entire process including pipe materials, design, construction, and safety operations and maintenance, providing technical support for the demonstration and large-scale promotion of hydrogen pipeline transmission. 3. The National Energy Administration released the "Guidelines for the Classification and Grading of Data in the Energy Industry (2026 Edition)." The document indicates that these guidelines are applicable to the classification and grading of non-sensitive data within the energy industry in the People's Republic of China. Dimensions for energy industry data classification include, but are not limited to, energy type and energy activity. By energy type, the first-level classification of energy industry data includes: coal, oil, natural gas, nuclear energy, hydropower, wind energy, solar energy, biomass energy, geothermal energy, ocean energy, electricity, hydrogen energy, etc. By energy activity, the second-level classification of energy industry data includes: planning, design, construction, production, storage and transportation, consumption, scientific research, etc. Energy industry data processors may conduct third-level and fourth-level classifications based on data content and characteristics. Company Updates Hua Shang Xia Geng Hydrogen Technology (Xiamen) Co., Ltd. : The purchase contract for a 600 Nm³ skid-mounted hydrogen production equipment unit in Italy, led by Huashang International and executed by Huashang Xiamen Hydrogen, has officially come into effect. Following the export of the same model of hydrogen production equipment to Indonesia last year, the enterprise has successfully achieved a key breakthrough in the European market. This supply involves a complete containerized hydrogen production system, encompassing a full suite of equipment including an alkaline electrolyzer, power supply, purification system, cooling system, and automatic control system. The equipment will obtain the EU "4+1" CE certification, making it the first domestically produced alkaline electrolysis hydrogen production equipment to be exported to the EU with this certification. Sungrow Hydrogen Technology Co., Ltd. : Successfully won the bid for the 45MW hydrogen production unit project at the Daye Linkong Hydrogen Energy Industrial Base, deploying a 2000 Nm³/h electrolyzer to support the green transformation of this resource-dependent city. This bid win includes five sets of 1000 Nm³/h and two sets of 2000 Nm³/h alkaline hydrogen production systems. The 2000 Nm³/h electrolyzer has undergone two years of iteration and over 4,000 hours of field testing, demonstrating stable and highly efficient performance. The excellent operational performance and highly recognized equipment and O&M services provided by Sungrow Hydrogen for the Daye Jiangqiao hydrogen production project previously laid the foundation for this renewed cooperation. Zhejiang Yuancheng New Energy Commercial Vehicle Group Co., Ltd. : Jointly built with China National Offshore Oil Corporation, Shanghai's first integrated methanol refueling station—the Jiading Xingle Methanol Refueling Station—has officially commenced operations at No. 2619 Jia'an Road, Jiading District. Dongfang Electric Corporation : The new-generation high-pressure diaphragm compressor unit, jointly developed by Xinran Group Compressor Co., Ltd. and Dongfang Electric Corporation Boiler Co., Ltd., officially began commissioning at the Xinran production site. A special acceptance expert group arrived on site to conduct comprehensive verification of equipment performance, process, and safety across all dimensions. Shanghai AnChi Technology Co., Ltd.: Officially launched the world's first four-nozzle integrated mobile hydrogen ultra-fast charging station. By entering the hydrogen-powered off-grid ultra-fast charging sector with an integrated "hydrogen-electricity-storage-charging" solution, it injects new momentum into the construction of new power systems and the green transformation of the energy structure. Shaanxi Yulin Energy Group New Energy Technology Co., Ltd. : Held cooperation discussions with China Hydrogen Energy Group Co., Ltd. and Shanghai Xinran Compressor. The three parties held in-depth discussions on matters concerning the construction of the Yulin Green Hydrogen Project, joint development of integrated energy stations, hydrogen energy equipment matching, coal chemical industry upgrades, high-end compressor matching, and local production site establishment, reaching a consensus on comprehensive industrial cooperation. NewAir (Hangzhou) Biotechnology Co., Ltd. : Formally signed a technology development cooperation agreement with China Huanqiu Contracting & Engineering Co., Ltd. The two parties will leverage their respective strengths in technological innovation and large-scale chemical engineering implementation to jointly develop a commercial process package for Flexfining™ ethanol-to-sustainable aviation fuel, opening a critical pathway for domestic alcohol-to-jet technology from laboratory scale to industrial implementation, while simultaneously planning large-scale industrial projects in and outside China. SPIC Green Energy Co., Ltd. : SPIC Green Energy signed a special cooperation agreement with the Second Research Institute of CAAC in Chengdu, marking the entry of their collaboration into a new phase of implementation. Next, the two parties will conduct in-depth cooperation focused on technological breakthroughs, standards research, industry-research integration, and talent cultivation to overcome challenges in SAF industry development, accelerate the implementation of demonstration projects, promote low-carbon aviation development, and support national energy security and the achievement of the "dual carbon" goals. Beijing SinoHy Energy Co., Ltd.: Signed a strategic cooperation memorandum with Hyundai Engineering & Construction Co., Ltd., a globally leading EPC enterprise, to jointly pursue global green hydrogen projects. According to the agreement, SinoHy Energy will contribute its technical strengths in alkaline electrolytic stacks and core hydrogen production equipment; Hyundai Engineering & Construction will leverage its experience in large-scale global energy infrastructure projects to provide system integration and EPC delivery services. The two parties will collaborate to create integrated alkaline water electrolysis hydrogen production solutions for delivery to project developers worldwide. Patent Applications 1. Shanghai Institute of Ceramics, Chinese Academy of Sciences (China) published patent CN2025110028, developing a ceramic-based anion exchange membrane with a laboratory-tested lifespan of 80,000 hours. 2. Johnson Matthey (UK) submitted patent WO2025109876, disclosing an Fe-Ni-Mo ternary non-precious metal catalyst formula with activity approaching that of platinum-based materials. Technology Footprints/Specifications 1. The team of Tong Lei and Liang Haiwei from USTC, together with Zhang Liang from Tsinghua University, proposed a Carbon Mesopore Depth Engineering (CMDE) strategy. By utilizing hollow mesoporous carbon spheres to regulate ionomer penetration depth, they addressed the inherent conflict between kinetic activity and oxygen mass transport in low-platinum fuel cells, developing a PtCo low-platinum catalyst that combines anti-poisoning properties, high mass transport, and excellent durability. Under an ultra-low platinum loading of 0.1 mgPt cm⁻², it achieved the power, activity, and durability targets stipulated by the US DOE. 2. The team of Professor Li Zhipeng from Northwestern Polytechnical University innovatively constructed a three-dimensional multi-physics field coupling model for tubular solid oxide fuel cells, systematically revealing the quantitative influence of temperature, electrode thickness, porosity, and oxygen domain geometric parameters on cell output performance. 3. China Automotive Engineering Research Institute's National Hydrogen Power Quality Inspection and Testing Center has built a 0-400kW three-axis comprehensive vibration testing platform for hydrogen-related equipment under load and opened it for commercial use, addressing the domestic gap in high-power hydrogen-related multi-physics field coupled testing. 4. The high-specific-power closed-cathode air-cooled fuel cell stack technology developed by the team of Academician Chen Zhongwei and Associate Researcher Zhang Meng at the State Key Laboratory of Energy Catalytic Conversion, Dalian Institute of Chemical Physics, has passed the scientific and technological achievement appraisal organized by the China Petroleum and Chemical Industry Federation. This technology effectively resolves the industry contradiction between water retention and oxygen mass transfer in air-cooled fuel cells, solving technical challenges such as low-humidity performance degradation, carbon corrosion, dry membrane flooding, and high-power thermal management. 5. Two group standards concerning hydrogen production by water electrolysis have been officially released and implemented: the "Technical Specification for Safety of Hydrogen Production by Water Electrolysis" and the "Method for Calculating Economic Operation Indicators for Hydrogen Production by Water Electrolysis." 6. Petronor and H2SITE are collaborating to advance membrane technology for hydrogen production, enhancing high-purity hydrogen recovery and low-carbon efficiency in refining.

Recently, the Guizhou Provincial Energy Bureau issued the "Notice of the Provincial Energy Bureau on Issuing the Annual Construction Plan for 44 Wind and Solar Power Projects including the Shengtuan Wind Farm in Qixingguan District" (Qian Energy New [2026] No. 43), coordinating the deployment of a new round of wind and solar power projects across the province. A total of 44 projects have been included in this plan, with a total installed capacity of 3,864,300 kW, covering multiple cities and prefectures within the province. This injects green momentum into the province's accelerated efforts to build a new integrated energy base and advance the realization of the "dual carbon" targets.