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