Capacity side, according to incomplete statistics, the domestic alkaline electrolyzer market remained at 43.77 GW and the PEM electrolyzer market remained at 2.7 GW, with no new capacity added. The 16 green electricity smart hydrogen production systems built by Shuangliang Group for ACME Group’s Oman green ammonia project with a daily output of 300 mt officially commenced shipment. Updates on electrolyzer projects: Xinjiang Hynda Energy Technology Co., Ltd.: The EPC tender was released for an integrated production line project with an annual production of 120,000 mt of green hydrogen and 700,000 mt of green ammonia. It is understood that this project is the largest green ammonia producer in China in terms of both scale and production, with a total investment of 10 billion yuan. At present, company registration, project filing, and equipment selection have been completed. The preliminary site is in Wusu West Industrial Park, covering about 600-800 mu; the next step will be to accelerate project planning and design, EIA, energy assessment, safety assessment, and other pre-project procedures, striving to commence production and achieve results as early as possible. Sinopec Sales Co., Ltd. Xinjiang Jiangbei Petroleum Branch: The first public notice for the EIA information disclosure of the new construction project of the Kunlun Road integrated energy supply station in Karamay District was released. Construction location: opposite the bus company on Kunlun Road, Karamay District. Construction content: the project covers an area of 7,504.01 m², with a newly built station building of 390 m² and a canopy of 450 m²; it will include 4 oil storage tanks, 2 fuel dispensers, 1 set of LNG skid-mounted equipment, 2 fast charging piles, 1 set of water electrolysis hydrogen production equipment, a set of hydrogen storage cylinders, and one set of hydrogen skid-mounted and refueling equipment. Annual sales: 3,500 mt of refined oil products, 800 mt of LNG, and 120 mt of hydrogen. China Coal Pingshuo Group Co., Ltd. : A change announcement was released for the procurement project of complete sets of alkaline electrolyzer equipment and ancillary facilities for Phase I of the 600,000 kW off-grid renewable energy hydrogen production project in the coal mining subsidence area of China Coal Pingshuo Group (green hydrogen coupled with the coal chemical segment), and the bid opening time was postponed to March 17, 2026. It is understood that the project adopts a main-and-auxiliary supply model, and the quotation includes 12×1,200 Nm³/h alkaline electrolyzers, 3×4,800 Nm³/h gas-liquid separation systems, 3×4,800 Nm³/h gas purification systems, etc. Junrui Green Hydrogen Energy (Shangdu County) Co., Ltd. : The 30,000 mt/year hydrogen production project in Lingyuan City completed filing. Total investment was 146,037 yuan; the project covers 375 mu, including an electrolysis workshop, 2 purification and compression workshops, a power station, a hydrogen tank farm, etc.; core equipment includes 84 sets of 1,000 Nm³/h electrolyzers, hydrogen storage tanks, as well as hydrogen purification units, compressors, etc. Inner Mongolia Green Hydrogen Steel Union Technology Co., Ltd.: The filing for the green electricity and green hydrogen steel mill plant construction project, a banner/county industrial project, was successfully completed. It was learned that the project’s main construction location is Guyang County, Baotou City; total investment: 1.02 billion yuan, funded by self-owned capital; planned construction period: from March 2026 to October 2027; construction content: construction of green electricity, green hydrogen, and green steel plant buildings and auxiliary facilities. Inner Mongolia Junhong Technology Co., Ltd.: Cancellation of the Green Methanol Plant Building Construction Project. It was learned that the Green Methanol Plant Building Construction Project of Inner Mongolia Junhong Technology Co., Ltd. is located in Baotou City—Guyang County—Jinshan Industrial Park. The project entity is Inner Mongolia Junhong Technology Co., Ltd., with a total investment of 1.5 billion yuan. Policy Review 1. Premier Li Qiang delivered the Government Work Report at the Fourth Session of the 14th National People’s Congress, emphasizing that efforts must be made to advance the development of a green, low-carbon economy. Specific measures include: improving relevant policies to promote green and low-carbon development; carrying out actions to improve quality, reduce costs, and cut carbon emissions in key industry; further advancing the development of zero-carbon industrial parks and factories; establishing a national low-carbon transition fund and actively fostering emerging growth drivers such as hydrogen energy and green fuels; implementing strong and effective controls over high energy-consuming and high-emission projects, accelerating the phase-out of outdated capacity, while supporting innovation and application of green and low-carbon technology and equipment; improving the mechanism for total resource volume management and the comprehensive conservation system, and strengthening the recycling and utilization of renewable resources. 2. The European Commission stated that it will maintain the fertilizer carbon tariff mechanism, while simultaneously implementing temporary tariff reductions and exemptions for fertilizers such as ammonia and urea, in order to balance environmental protection goals with agricultural cost pressure, ensure fair competition, and stabilize clean energy investment. 3. The European Commission approved a 4 billion euro dedicated fund for electrolyzers, providing a 30% equipment cost subsidy for projects with capacity ≥500MW/year, and setting the 2030 electrolyzer efficiency target for green hydrogen projects at ≥60% (LHV basis). Enterprise Updates Shandong Port Qingdao Port (Group) Co., Ltd. : At the Qianwan Port Area of Shandong Port Qingdao Port, the methanol bunkering vessel “Jianhang Lida” successfully carried out 2,500 mt of green methanol ship-to-ship bunkering operations for two international seagoing vessels. SPIC Green Energy Co., Ltd.: Tender Announcement for the 10th Batch of Centralized Tenders in 2026 (infrastructure projects). This includes multiple tenders related to the Lishu wind and solar power hydrogen-ammonia-methanol project: the foundation pile detection service project for the Lishu wind and solar power green hydrogen biomass-coupled green methanol project; the non-destructive detection service project for the Lishu wind and solar power green hydrogen biomass-coupled green methanol project; and the EPC project for the design and construction of the fine interior fit-out of the office building and canteen in the plant-front area of the chemical section of the Lishu wind and solar power green hydrogen biomass-coupled green methanol project. Hangzhou Fenghua Hydrogen Energy Technology Co., Ltd. : The major project approved by the Zhejiang Provincial Department of Marine Economic Development, jointly applied for with Windey, Baimahu Laboratory, Zhejiang University of Technology, and others—R&D and application demonstration of key equipment for an offshore wind power direct-coupled hydrogen production off-grid system—was approved. Tangshan Haitai New Energy Technology Co., Ltd. : Held a symposium with Beijing Energy International Holding Co., Ltd. The two sides focused on areas such as the construction of green electricity transmission corridors into Beijing and green hydrogen pipeline transportation, and conducted discussions and exchanges on deepening cooperation. China Huadian Corporation Ltd. : Party Secretary and Chairman Jiang Yi held talks in Baotou with Chen Zhichang, Member of the Standing Committee of the Inner Mongolia Autonomous Region Party Committee and Party Secretary of the Baotou Municipal Party Committee, and Meng Qingwei, Deputy Party Secretary and Mayor. The two sides exchanged views on further deepening cooperation between central enterprises and local governments. CIMC Enric Holdings Limited​​​​​​​: Formally signed the Strategic Cooperation Framework Agreement in Jakarta with PT SAMATOR Group, an Indonesian provider of industrial gases and energy solutions. Based on their deep accumulation in energy equipment, industrial gases, and clean energy, the two sides reached a consensus on long-term strategic cooperation. Zhizi Automobile Technology Co., Ltd.​​​​​​​: Completed a Series B financing of several hundred million yuan, with investors including Shengshi Juxin, Guoxin Venture Capital, Hebei Industrial Investment, Green Era, Youda Shangrong, the Private Economy Fund, Huoshui Capital, and Huitou Zhizao. The funds will mainly be used for R&D of core technologies such as intelligent driving and autonomous driving, replenishment of working capital, and global market expansion. 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 service life of 80,000 hours. 2. Johnson Matthey (UK) filed patent WO2025109876, disclosing a Fe-Ni-Mo ternary non-precious metal catalyst formulation with activity close to platinum-based materials. Technology Footprint/Technical Specifications 1. Xi’an Jiaotong University and a Peking University team jointly developed a new-type osmium-based catalyst, significantly improving the efficiency and cost-effectiveness of AEM water electrolysis for hydrogen production, 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 from PEM fuel cells and electrolyzers, significantly reducing the carbon footprint. 3. Relevant research teams from the School of Electrical Engineering of Xi’an Jiaotong University and the National Key Laboratory of Electrical Insulation and Power Equipment Materials successfully developed a Ru/Ti3C2Ox@NF seawater electrolysis bifunctional electrocatalyst. 4.《Technical Specification for Wind and Solar Power + ESS Coupled Green Electricity Electrolysis Hydrogen Production (No. T/CIEP 0272—2025), a group standard, was issued and implemented by the China Industrial Environmental Protection Promotion Association. Zhongneng Dayou Energy Technology Co., Ltd. successfully conducted R&D of a 100 kW-class PEM electrolyzer hydrogen production multi-field coupling test device. 5. GKN Powder Metallurgy announced that it had developed a new-generation high performance, high-porosity, high-purity porous transport layer (HP-PTL) for proton exchange membrane (PEM) electrolysis.

[SMM Aluminum Express News] PT Kayong Power Nusantara, a subsidiary of Harita Group, plans to invest IDR 45.79 trillion (~USD 2.72 billion) in an integrated power project to support the alumina and aluminum complex at Pulau Penebang Industrial Park (KIPP) in North Kayong Regency, West Kalimantan. This dedicated power development will provide reliable energy for the ongoing alumina refinery and aluminum smelter projects led by Harita's PT Dharma Inti Bersama (DIB) at the same site (National Strategic Project/PSN status). The overall industrial venture (alumina + aluminum) is estimated at IDR 50–59 trillion, with operations targeted from 2027 onward.

[ SMM Tin Morning Brief: Night session sees the most-traded SHFE tin contract surge then maintain fluctuating trend; spot market trading remains sluggish ]

PT Trimegah Bangun Persada Tbk (NCKL), or Harita Nickel, reported a net profit of IDR 1.66 trillion in Q1 2025, a 19.4% increase from the previous year, driven by operational efficiency and the completion of its ferronickel (FeNi) smelter using RKEF technology, which reached full capacity in March and contributed 43,873 tons of nickel content. The company generated IDR 7.13 trillion in revenue, with 5.49 million wmt of nickel ore sold and 30,263 tons of nickel produced from HPAL operations. Despite falling global nickel prices—the lowest since 2020—Harita Nickel focused on cost-cutting, began constructing a quicklime plant to support HPAL, and advanced its sustainability initiatives. These included completing international audits (IRMA and RMAP), conducting a landscape-level nature risk assessment, increasing renewable energy use by 29.8% year-on-year, and planting thousands of mangrove seedlings in Halmahera. Harita aims to continue optimizing assets, enhancing efficiency, and integrating long-term sustainability and innovation into its operations.

On December 17, Chinese automaker Haima Motor hosted an event in Hanoi EcoPark to announce the launch of the Haima 7X and Haima 7X-E models into the Vietnamese market.

On March 14, Chinese automaker Haima Motor officially introduced its 7X-E battery electric vehicle (BEV) model into Vietnam's taxi market.

In late January, a convoy of 20 units of the 7X-E model, the smart electric MPV from China’s Haima Automobile, boarded transport trucks at the Hainan Yangpu Port, poised to set sail for Hai Phong Po...

In the context of the evolving global economic landscape and ongoing industrial development, the lead-zinc industry, as a key foundational sector, is facing unprecedented opportunities and challenges. On one hand, the rise of the new energy industry has brought about new market demands for the lead-zinc sector, such as the continuous application of lead-acid batteries in the ESS sector and the innovative use of zinc in new-type materials. On the other hand, environmental protection pressures are increasing, prompting the industry to accelerate its transformation and upgrading, exploring more green and sustainable production methods. Meanwhile, with the end of the pandemic, the resumption of operations at overseas smelters, and the impact of various countries' policies on mineral resource protection, tariff adjustments, and trade barriers, are affecting the import and export landscape of lead and zinc, forcing companies to reassess their market strategies and expand diversified supply and sales channels. At this critical juncture, the 2025SMM (20th) International Lead-Zinc Conference and Industry Expo was born. This summit will bring together leading enterprises, experts, scholars, government officials, and professionals from related fields in the domestic and overseas lead-zinc industries to jointly discuss hot topics in industry development, share the latest technological achievements and management experiences, and build a high-end, professional, and practical exchange platform for promoting the sustainable development of the lead-zinc industry. At this conference, Tangshan Haitai New Energy Technology Co., Ltd. will make a grand appearance, engaging in deep discussions with peers across the lead-zinc value chain on the pain points and difficulties in industry development, collectively exploring business opportunities for win-win cooperation, and discussing ways to promote high-quality industry development. Click the registration form to sign up immediately, grasp the trends in lead and zinc, and lead the future of the industry. See you in Nanjing. Haitai New Energy (stock code: 835985.BJ), established in 2006 and successfully listed on the Beijing Stock Exchange on August 8, 2022, is a high-tech enterprise focused on green energy. It covers nine business segments including solar cells, PV modules, PV power stations, solar panel mounting brackets, ESS, graphite electrodes/carbon electrodes, battery swapping, hydrogen energy, and wind energy, dedicated to providing more valuable green energy solutions to global customers in a systematic manner. Haitai New Energy's marketing network spans the globe, with its high-quality products and services favored by domestic and overseas customers. Currently, the company has a total global capacity of 10 GW for PV modules. As a new energy manufacturer, Haitai New Energy will drive the development of green energy through technological innovation, leading the transformation of the energy era. With the advancement of the "dual carbon" goals, the market capacity for commercial and industrial distributed PV installations, such as factory and office building rooftops, has been fully unleashed. Starting from product design, Haitai New Energy enriches its product portfolio to meet the needs of different application scenarios, leveraging the advantages of different specifications of components in various types of commercial and industrial distributed applications, such as cement and color steel tile roofs, to flexibly develop product solutions that minimize installation restrictions and promote the development of commercial and industrial distributed PV. With over a decade of experience in the PV industry, facing the new era, new challenges, and new opportunities, Haitai New Energy will provide the most stable products and the highest quality services to offer the most professional green energy solutions to a wide range of customers. Contact Information Xiaolin Zhang 13290330112 Scan the QR code to register now 2025SMM (20th) International Lead-Zinc Conference and Industry Expo

On June 14, the winning bid result for the concentrated procurement of PV modules recruited by Enguang Energy was announced. The shortlisted candidates include Tangshan Haitai New Energy Technology Co., Ltd., Ningbo OSDA Solar Co., Ltd., TrinaSolar Co., Ltd., Tongwei Co., Ltd., Jinan Huineng New Energy Co., Ltd., Dongjun Sunshine (Xiamen) New Energy Co., Ltd., and LONGi Green Energy Technology Co., Ltd.

On July 22, Chinese autonomous driving technology company iMotion announced it has secured a contract to supply autonomous driving domain controllers for a European luxury high-performance electric ve...