SMM Hydrogen Energy Industry Weekly Review 20250327

I. Policy Release: Dual Drivers of Local Government and Multinational Cooperation

1. Changping District Hydrogen Policy: Strategic Pivot for Beijing-Tianjin-Hebei Coordinated Development
On March 21, the "Detailed Rules for Supporting Measures to Promote the Innovative Development of the Hydrogen Energy Industry" released by Changping District, Beijing, was the most significant event in the policy field this week. The policy explicitly provides strong support for three core areas: key technology R&D, hydrogen refueling station construction, and vehicle promotion:

• R&D Subsidy: For hydrogen energy projects with annual R&D investment exceeding 10 million yuan, a subsidy of 20% of the previous year's investment will be provided, up to a maximum of 20 million yuan.
• Hydrogen Refueling Station Layout: Plans to build 10-15 hydrogen refueling stations in the demonstration area, with new stations receiving 20% of the municipal subsidy as matching support, and operational stations receiving a subsidy of 5 yuan/kg of hydrogen.
• Vehicle Promotion: For vehicles included in the fuel cell vehicle demonstration project, support will be provided at 40%-10% of the national reward standard over four years, with light/medium-heavy vehicles receiving rewards of 0.2/0.5 million yuan per 10,000 km.

This policy is deeply coupled with the Beijing-Tianjin-Hebei coordinated strategy. As the core carrier of the hydrogen energy industry in the Beijing-Tianjin-Hebei region, Changping District's policy orientation will accelerate the coordination of regional hydrogen energy resources. For example, the annual supply of industrial by-product hydrogen at Shougang Qian'an Park reaches 120,000 mt, and the hydrogen refueling station network promoted by Changping's policy can become an outlet for these hydrogen sources, forming a "by-product hydrogen-transportation-refueling-application" closed loop.

2. Great Wall Motor's International Hydrogen Cooperation: A New Paradigm for Chinese Technology Going Global
On March 21, Great Wall Motor signed a hydrogen energy strategic agreement with Saudi Aramco, planning:

• Construction of Hydrogen Refueling Network: To deploy hydrogen refueling stations in Saudi Arabia's Red Sea New City and along the highway, with the first station supplying 1 mt of hydrogen per day to be launched in Q3.
• R&D of High-Temperature Electrolyzer: To jointly develop high-durability electrolysis equipment adapted to the desert environment, aiming to cover the Red Sea region by the end of 2026 and serve 5,000 hydrogen vehicles.

This cooperation has created a new model for Chinese hydrogen energy companies to export technology. As one of the regions with the richest PV resources globally, Saudi Arabia's "Vision 2030" resonates strategically with China's "Dual Carbon" goals. Great Wall Motor, leading with equipment supply and technical standard setting (holding 60% of the shares), not only exports hardware such as electrolyzers and hydrogen storage tanks but also exports the standard system of China's hydrogen energy industry.

II. Corporate Dynamics: From Laboratory to Industrial Park

1. World's First Hydrogen Detonation Gas Turbine Put into Operation: A Breakthrough in Industrialization of Zero-Carbon Power Supply
The GT200H pure hydrogen detonation gas turbine demonstration project, jointly built by Qinghang Aerospace and Shougang Electromechanical, was officially put into operation at Shougang Park in Qian'an on March 21, achieving three breakthroughs:

• Technological Breakthrough: Overcoming six "bottleneck" technologies such as 100% pure hydrogen stable combustion and precise control of detonation waves, with NOx emissions <15ppm.
• Efficiency Revolution: Comprehensive thermoelectric efficiency exceeds 90%, with annual power generation of 1.6 million kWh, heat supply of 24,000 GJ, and replacement of 750,000 m³ of natural gas.
• Economic Ledger: Reducing the carbon emission intensity of park products by 18%, with annual energy cost savings exceeding 3 million yuan.

The technological innovation of this project is replicable. Its continuous rotating detonation combustion (RDC) technology, through millisecond-level sensors and intelligent algorithms to control detonation waves, keeps combustion chamber pressure fluctuations within ±2%. If promoted nationwide in the steel industry, covering 50% of by-product hydrogen resources (approximately 2 million mt/year), it could replace 6 billion m³ of natural gas and reduce CO₂ emissions by 160 million mt.

2. China Coal Green Energy Hydrogen Production and Ammonia Synthesis Project: A Benchmark for Green Transformation in Coal Chemical Industry
The project in Siping, Jilin, filed on March 21, with a total investment of 2.92 billion yuan, plans:

• Hydrogen Production Scale: To deploy 73 alkaline electrolyzers of 1,000 Nm³/h + 11 PEM electrolyzers of 200 Nm³/h, with a total hydrogen production capacity of 75,200 Nm³/h.
• Ammonia Synthesis Capacity: To equip air separation and ammonia synthesis devices, producing 122,000 mt of green ammonia annually.
• Timetable: To start construction in December 2025 and complete in December 2027.

This project is a typical case of green transformation in the coal chemical industry. Traditional coal-to-ammonia processes emit 2.5 mt of CO₂ per mt of ammonia, while green hydrogen substitution can reduce carbon emissions by 80%. China Coal Group, through large-scale electrolysis of water to produce hydrogen, not only absorbs the fluctuating power of local wind and PV but also promotes the implementation of ammonia energy economy.

III. Technological Progress: From Laboratory to Application Scenarios

1. YF-75 Hydrogen-Oxygen Engine: Aerospace Technology Empowering Hydrogen Storage and Transportation
On March 21, the 400th YF-75 hydrogen-oxygen engine test was completed by the Sixth Academy of China Aerospace Science and Technology Corporation. The engine:

• Application Scenarios: Used in the Long March 3A series, Long March 7A, and Long March 8 carrier rockets, supporting tasks such as Beidou network construction and Chang'e lunar exploration.
• Technological Extension: Its highly reliable liquid hydrogen storage and transportation technology has been applied to the "Feiyang" handheld torch for the Winter Olympics and is gradually penetrating the civilian hydrogen energy field.

The application of aerospace technology in the hydrogen energy field has improved the safety and efficiency standards of equipment. For example, the liquid hydrogen cooling technology used in the YF-75 engine can be transferred to hydrogen storage tanks at hydrogen refueling stations, increasing hydrogen storage density by 30%; its quality management system with a failure rate of less than 0.01% provides a benchmark for civilian hydrogen energy equipment.

2. Jiteng Hydrogen Electrolyzer: Cost Revolution in Large-Scale Hydrogen Production
The 1,200 standard cubic meter electrolyzer independently developed by Suzhou Jiteng Hydrogen was launched on March 21, with technical advantages including:

• Energy Consumption: 4.0-4.7 kWh/Nm³, 15% lower than the industry average.
• Flexibility: Load adjustment range of 20%-110%, adapting to renewable energy fluctuations.
• Volume: 50% smaller than traditional equipment, with a 30% reduction in weight.

Cost calculations show that this electrolyzer can reduce the cost of green hydrogen to below 25 yuan/kg in large-scale applications. If combined with off-peak electricity prices (0.3 yuan/kWh), the cost of hydrogen production can be further compressed to 20 yuan/kg, forming competitiveness with gray hydrogen costs (15-18 yuan/kg).

IV. Industrial Synergy: From Single Breakthrough to Ecosystem Construction

1. Beijing-Tianjin-Hebei Hydrogen Industry Synergy: Dual Helix of Policy and Market
The release of the Changping policy, combined with the Beijing-Tianjin-Hebei hydrogen industry synergy, forms a policy synergy. Weishi Energy's hydrogen heavy-duty truck demonstration line in the Beijing-Tianjin-Hebei region has covered scenarios such as Xiong'an New Area and Great Wall Ant Logistics, driving the demand for hydrogen refueling station construction. The hydrogen detonation gas turbine project at Shougang Qian'an Park provides a nearby consumption path for regional industrial by-product hydrogen.

2. International Cooperation Ecosystem: Technology Export and Standard Co-Construction
The cooperation between Great Wall and Saudi Aramco not only exports equipment but also promotes the internationalization of Chinese hydrogen standards. For example, the hydrogen storage bottle technical standard adopted by the project has passed EU CE certification and is expected to be promoted in Saudi Arabia and other Middle Eastern countries in the future, breaking the monopoly of Europe and the United States in the field of hydrogen standards.