Capacity side, based on incomplete statistics, China's alkaline electrolyzer market stands at 43.77 GW, while the PEM electrolyzer market stands at 2.7 GW.
Trina Green Hydrogen has completed the loading of two containerized integrated hydrogen production and refueling products, which will be shipped to Europe for use in a local integrated hydrogen production and refueling station demonstration project. The 100 Nm³ products shipped this time feature in-house developed alkaline electrolyzers at their core, adopt a containerized integration solution, and integrate full units including electrolytic hydrogen production, gas-liquid separation, and deep purification.
Project Related Updates:
Ordos Weiner Green Energy Logistics Co., Ltd.: The green logistics and hydrogen-electricity integrated hydrogen production and refueling project of Ordos Weiner Green Energy Logistics has obtained filing approval. The project is located in Dalaqi Banner Three Gorges Industrial Park, with a total investment of 63.1638 million yuan. It plans to build one 6 mt hydrogen refueling station, along with one 6,000 Nm³/h PSA physical hydrogen purification unit. The construction period is from August 2026 to August 2027.
Wojiang Clean Energy (Xinjiang Zhundong Economic and Technological Development Zone) Co., Ltd.: Xinjiang Xinye State-owned Assets Management (Group) Co., Ltd. has issued negotiation and procurement announcements for the water electrolysis hydrogen production unit of its Zhundong 2 billion m³/year coal-to-natural gas project, officially launching the tender for 15,000 Nm³/h-scale water electrolysis hydrogen production equipment, aiming to build a large-scale green hydrogen and low-carbon demonstration project for Xinjiang's coal chemical industry. The project is located in the Zhundong Economic and Technological Development Zone, Changji Hui Autonomous Prefecture, Xinjiang. Using coal as feedstock, it adopts mainstream coal chemical processes including fixed-bed crushed coal pressurized gasification, shift conversion, acid gas removal, and methanation, with planned annual output of 2 billion m³ of coal-to-natural gas, along with co-production of multiple chemical products such as naphtha, crude phenol, sulfur, liquid CO₂, liquid ammonia, green methanol, sodium chloride, and mirabilite. The water electrolysis hydrogen production unit under this tender is a low-carbon core supporting unit of the project, with a hydrogen production capacity of 15,000 Nm³/h.
Baowu Clean Energy (Yangjiang) Co., Ltd.: The Baowu Clean Energy Yangjiang Green Energy Industrial Base (Green Hydrogen Production Site) project has completed filing. The project is developed by Baowu Clean Energy (Yangjiang) Co., Ltd., located on Fengtou Island in Yangxi County High-tech Zone, Yangjiang City. With a total investment of 5.2 billion yuan, it covers an area of 233,100 m² and has a building area of 110,000 m². It plans to construct eight factory buildings, supported by green hydrogen production workshops, material areas, and office areas. The project will use offshore wind power directly connected to water electrolysis to produce green hydrogen. Upon completion, it is expected to produce about 80,000 mt of green hydrogen annually, with an annual output value of 840 million yuan. Construction is planned to start on December 1, 2027 and be completed on June 1, 2029.
Shanghai Electric Luyuan Technology (Jilin) Co., Ltd.: The Baicheng Taonan green hydrogen coupled with biomass green alcohol-oil integration new project has completed filing. The project has a total investment of 2.8647 billion yuan, covers an area of approximately 366,500 m², and plans to produce 208,300 mt of green methanol and 10,000 mt of sustainable aviation fuel (SAF) annually. It plans to build core units such as biomass gasification, water electrolysis hydrogen production, methanol synthesis and distillation, and SAF production, with simultaneous construction of supporting utilities including water treatment, power distribution, and site office facilities. The project plans to start construction in August 2026 and be completed in December 2028.
Inner Mongolia Hydrogen Power Technology Co., Ltd.: The Inner Mongolia Hydrogen Power Technology Dalad Banner grid-side standalone ESS demonstration project has commenced in the Dalad Economic Development Zone. With a total investment of 150 million yuan, it covers an area of 42 mu and has an energy storage capacity of 2 MW/4 MWh. It adopts a pure hydrogen energy storage route, equipped with 12 sets of 1,000 m³ alkaline electrolyzers, 2 sets of 1 MW hydrogen fuel cells, and 90,000 m³ hydrogen storage units, establishing an integrated industry chain of hydrogen production, hydrogen storage, and hydrogen power generation.
Diaobingshan Huadian Clean Energy Co., Ltd.: The Liaoning Huadian Diaobingshan 450,000 kW wind power-to-hydrogen coupled green methanol integration demonstration project has reached an important construction period, with the first batch of main steel structure columns successfully lifted into place, marking the official transition from civil works to the critical steel structure installation phase and an overall acceleration of construction progress.
The project is a key new energy demonstration project in Liaoning Province, with a total installed capacity of 450,000 kW.
Shaanxi Coal Group Yulin Chemical Co., Ltd.: Shuangliang Hydrogen secured an order from Shaanxi Coal Group Yulin Chemical for four 3000 Nm³/h alkaline electrolyzers. This project is the supporting hydrogen production unit for the first phase of the second stage of Yulin Chemical's 15 million mt/year coal graded conversion demonstration project. The total supporting hydrogen production scale is 12,000 Nm³/h of hydrogen and 6,000 Nm³/h of oxygen. The unit will serve coal-to-methanol, methanol-to-olefins, and downstream deep processing production.
Da'an Jidian Green Hydrogen Energy Co., Ltd.: SPIC Green Energy announced the bid candidates for Section D20-01 of its 20th batch of centralized new energy tenders in 2026. This section involves the procurement of an additional 1,000 Nm³/h alkaline electrolysis hydrogen production equipment for the Da'an wind and solar-based green hydrogen-to-synthetic ammonia integrated demonstration project. The first-ranked candidate is Jiangsu Trina Green Hydrogen Technology Co., Ltd., with a bid price of 4.5251 million yuan (tax excluded). The project is located in Liangjiazi Town, Da'an City, Baicheng, Jilin Province. The overall annual hydrogen production is 32,000 mt, and the annual synthetic ammonia output is 180,000 mt, alongside supporting air separation units and hydrogen storage facilities.
Inner Mongolia Baotou Steel Xin Energy Co., Ltd.: Candidates for the design procurement for the Inner Mongolia Baotou Steel Xin wind power-hydrogen-storage integrated demonstration project were publicly announced. The top three candidate units and their tax-excluded quotes are: North Engineering Design & Research Institute (778,000 yuan), Hubei Electric Power Planning and Design Institute (805,800 yuan), and PowerChina Huadong Engineering Corporation (809,300 yuan). This demonstration project simultaneously deploys two electrolytic hydrogen production routes, configured with 1,000 Nm³/h alkaline water electrolysis and 500 Nm³/h PEM hydrogen production units, complemented by 20 m³, 1.5 MPa gaseous hydrogen storage tanks. It rents a 100 kg solid-state hydrogen storage system for technical verification, and concurrently builds a full set of supporting utilities including power supply, control, and nitrogen production.
PipeChina Group: The first domestic field test for the sequential transportation of fuel methanol via a long-distance refined oil pipeline, led and implemented by PipeChina Group, was successfully concluded in Xianyang, Shaanxi. This marks a key breakthrough for China's methanol sequential transportation technology in refined oil pipelines, moving from theoretical research to engineering practice verification.
Policy Review
1. The National Energy Administration issued the Energy Sector Energy Saving and Carbon Reduction Action Plan (2026-2028). The document notes to accelerate the energy-saving and carbon reduction transformation of coal mine equipment and facilities, promoting energy-saving technologies such as intelligent variable frequency speed control and energy consumption monitoring in large-load electromechanical equipment. It promotes the new energy replacement of mining area transportation equipment, applying electric and hydrogen fuel cell mining trucks on a large scale in suitable open-pit coal mines, and gradually implementing electric trackless rubber-tyred vehicles in underground coal mines based on transportation methods.
2. The State Council issued a notice on the 15th Five-Year Plan for Peaking Carbon Emissions Action Plan. The document notes to vigorously promote non-fossil energy development. It adheres to the simultaneous development of wind, solar, hydro, nuclear, and other energy sources, developing new energy with greater intensity, coordinating development layout, consumption, and utilization, and expanding the effective supply of non-fossil energy. It proposes building clean energy bases including wind and solar PV in the Three-North region, integrated hydro, wind and solar energy in Southwest China, coastal nuclear power, and offshore wind power, actively developing distributed PV and dispersed wind power, promoting the large-scale development of solar thermal and ocean energy power generation, utilizing biomass and geothermal energy according to local conditions, and arranging the construction of integrated bases for wind, solar, hydrogen, ammonia, and methanol.
3. The Shandong Provincial Energy Bureau issued the Notice on Strengthening and Regulating the Development of Green Electricity Direct Connection. The document states to support distributed PV to participate in multi-user green electricity direct connection through centralized confluence. It strengthens source-load matching. The project's overall annual self-generated and self-consumed new energy electricity accounts for no less than 60% of the total available power generation and no less than 30% of total electricity consumption, reaching no less than 35% before 2030. The proportion of grid-connected electricity to total available power generation is capped at no more than 20%, and reverse power transmission to the public power grid is prohibited during grid new energy curtailment periods. For green electricity direct connection projects such as offshore wind power connecting to offshore oil and gas platforms, hydrogen, ammonia, and methanol production, and computing power facilities, the proportion of grid-connected electricity can be relaxed to 40%. New energy curtailment from green electricity direct connection projects is excluded from new energy utilization rate statistics. Projects are encouraged to reduce system regulation pressure through means such as rationally configuring energy storage and tapping into flexible load adjustment potential.
Enterprise News
Beiben Heavy-Duty Truck Group Co., Ltd.: The "Open Bidding for Major Technical Challenges" special project, led by Beiben Heavy-Duty Truck in collaboration with Shanghai Reinventing Energy Technology Co., Ltd., which formed an innovation consortium for coordinated tackling of key problems, achieved a major outcome—a 300 kW large power hydrogen fuel cell tractor officially rolled off the production line and successfully completed the declaration for the national motor vehicle product announcement.
Wuhan Huagong Laser Engineering Co., Ltd.: China's first fully automated turnkey production line for gigawatt-level alkaline electrolyzers exported overseas was successfully shipped, achieving a benchmark batch-scale overseas delivery for the industry.
China Hydrogen Energy Group Co., Ltd.: It fully authorized Xinersheng Machinery (Jiangsu) Co., Ltd. to implement the production task for the full range of intelligent unmanned vehicle equipment, engaging in the large-scale batch production of hydrogen-powered, battery-powered, and other powertrain-based unmanned intelligent driving vehicles.
Tianji Hydrogen Energy Technology (Beijing) Co., Ltd.: It officially launched two major new product series, the HIS Integrated Hydrogen Refueling Station and the HES Hydrogen-Electric Energy System, simultaneously deploying technology routes across ALK, PEM, and AEM.
Guangdong Yuntao Hydrogen Technology Co., Ltd.: Yuntao Hydrogen and Kaiping Public Utility Group successfully held a signing ceremony for a strategic cooperation in the hydrogen energy industry. This signing represents a key cooperative project for Kaiping City to advance its green and low-carbon industrial layout and implement the transformation and upgrading of its energy structure.
Suzhou Suqing Hydrogen Equipment Co., Ltd.: To provide a rapid replacement of electrolyzers for global automotive glass leader Fuyao Glass, Suzhou Suqing Hydrogen Equipment Co., Ltd. completed the full process of production, assembly, and air tightness testing for the electrolyzer in just 60 days, delivering the equipment on schedule.
Cockerill Jingli (Suzhou) Hydrogen Technology Co., Ltd.: Dutch hydrogen developer Power2X made its final investment decision and issued a notice to proceed for the 20 MW Djewels green hydrogen project. Located in Delfzijl, Groningen, Netherlands, the project will utilize John Cockerill's innovative pressurized alkaline electrolysis water hydrogen production equipment and is expected to start production in mid-2028.
Zhejiang Pilot Free Trade Zone PetroChina Fuel Oil Co., Ltd.: The methanol bunkering vessel Jiachen 17 completed a bunkering operation at the Zhoushan Tsuneishi Shipyard berth, refueling a Maersk methanol dual-fuel container ship with 795 mt of methanol over 5.5 hours.
Patent Filings
1. Shanghai Institute of Ceramics, Chinese Academy of Sciences (China) published patent CN2025110028, developing a ceramic-based anion exchange membrane with a lab-tested lifespan of 80,000 hours.
2. Johnson Matthey (UK) submitted patent WO2025109876, disclosing a Fe-Ni-Mo ternary non-precious metal catalyst formulation with activity approaching that of platinum-based materials.
Technology Footprints/Technical Specifications
1. The latest research achievement by the team of Professor Hu Wenbin from Tianjin University was published online in Science, a top international academic journal. The study overcame the key challenge of precise preparation of platinum group catalysts, opening up a completely new technical path for atomically precise preparation of platinum group catalysts.
2. The team of Tong Lei and Liang Haiwei from the University of Science and Technology of China, together with Zhang Liang from Tsinghua University, proposed a Carbon Mesopore Depth Engineering (CMDE) strategy. By leveraging hollow mesoporous carbon spheres to regulate ionomer penetration depth, they resolved the inherent conflict between kinetic activity and oxygen mass transfer in low-platinum fuel cells, developing a PtCo low-platinum catalyst that combines poisoning resistance, high mass transfer, and excellent durability, meeting the US DOE's power, activity, and durability targets at an ultra-low platinum loading of 0.1 mgPt cm⁻².
3. The team of Professor Li Zhipeng from Northwestern Polytechnical University innovatively constructed a three-dimensional multi-physics field 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.
4. The National Hydrogen Power Quality Inspection and Testing Center of China Automotive Research Institute completed and opened for commercial use a 0-400 kW hydrogen-related, load-carrying, three-axis integrated vibration testing platform, filling the gap in high-power, hydrogen-related multi-physics field coupled testing in China.
5. The high specific power cathode closed-loop air-cooled stack technology developed by the team of Academician Zhongwei Chen and Associate Researcher Meng Zhang from the State Key Laboratory of Energy Catalysis and Conversion at the Dalian Institute of Chemical Physics passed the scientific and technological achievement appraisal by the China Petroleum and Chemical Industry Federation. This technology effectively addresses 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 water flooding, and high-power thermal management.
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