【SMM Weekly Review of Hydrogen Energy Industry】20250430

I. Policy Review: Accelerated Implementation of Global Green Hydrogen Strategies
1. China's "Action Plan for High-Quality Development of the Hydrogen Energy Industry (2025-2030)" Officially Released   

    It sets a clear target of 5 million mt of annual green hydrogen production by 2030, requiring the cost of hydrogen production from renewable energy to be reduced to below $1.5/kg;

     It offers fixed asset investment subsidies of up to 30% for liquid hydrogen storage and transportation projects, as well as solid-state hydrogen storage projects;

     It includes hydrogen energy in the "new infrastructure" category for the first time, supporting the co-construction of hydrogen refueling stations with gas stations and charging stations.

     Regional Responses: Inner Mongolia and Xinjiang have launched demonstration projects for "wind-solar-hydrogen-storage integration," with individual projects eligible for up to 5 billion yuan in special bond support.

2. EU Adopts Revised "Hydrogen Act"

    It requires member states to establish 40 GW of electrolyzer capacity and 10 GW of green hydrogen import capacity by 2030;

    It implements a "carbon label" system for imported hydrogen, imposing a carbon tariff of €60/mt on grey hydrogen and offering a tax credit of €200/mt for green hydrogen.

3. US Launches Second Phase of Tendering for the "Clean Hydrogen Accelerator Program"

   With a total budget of 1.2 billion US dollars, it focuses on supporting the large-scale production of alkaline electrolyzers (with a target cost of $400/kW) and the R&D of seawater direct electrolysis technology;

    Six states, including California and Texas, have jointly applied for the "Hydrogen Shipping Corridor" project, planning to deploy 20 hydrogen-powered cargo ships by 2030.

II. Corporate Developments: Top-Tier Enterprises Compete for Scale and Commercialization
1. SinoHytec Releases the World's First 400 kW Fuel Cell Stack for Heavy-Duty Trucks
   Technical Highlights: Power density of 5.2 kW/L, durability of 50,000 hours, suitable for 49-tonne tractors, paired with EVE's 150 kWh solid-state battery hybrid system.

   Orders: Signed an order with SF Express for 300 hydrogen-powered heavy-duty trucks, planned for operation on the Beijing-Xiong'an cold chain logistics route by 2026.
2. Plug Power and Saudi Aramco Establish a Joint Venture to Build the World's Largest Green Hydrogen Plant 
   Scale: An investment of 8 billion US dollars, planning for 15 GW of electrolyzer capacity, an annual production of 1.2 million mt of green hydrogen, and an annual export capacity of 2 million mt of liquid ammonia;

   Technology: Utilizing Siemens Gigastack alkaline electrolyzers and Giner ELX proton exchange membranes, with a target lifespan of 100,000 hours.
3. Guohong Hydrogen Energy Announces Mass Production of Monocrystalline Graphite Plate Stacks
   Breakthrough: Single stack power of 250 kW, lifespan of 30,000 hours, cost reduction of 40% compared to imported metal plate stacks;

   Collaboration: Established the "Hydrogen Energy Construction Machinery Ecosystem Alliance" with Sany Heavy Industry and Zoomlion Heavy Industry, planning to promote 5,000 hydrogen-powered excavators by the end of 2025.

III. Technological Advancements: Breakthroughs in Long-Life and Low-Cost Technologies
1. Industrial Application of Non-Precious Metal Catalysts Achieved
   Achievements: The Fe-N-C catalyst developed by the Dalian Institute of Chemical Physics, CAS (with a platinum usage of only 0.1 mg/cm²) has been validated in SinoHytec's stack, achieving a power density of 4.5 kW/L and a cost reduction to $8/g (compared to $50/g for the original Pt/C catalyst).
2. Solid-State Hydrogen Storage Technology Enters Commercial Stage for the First Time
   Project: Shanghai Hydrogen Proton Tech, in collaboration with China Energy Investment Corporation, has commissioned a 5-tonne solid-state hydrogen refueling station in Ordos, with a hydrogen storage density of 50 kg/m³ and a cycle life of 10,000 times.
3. Electrolyzer Efficiency Sets a New World Record 
   • Technology: Siemens Energy of Germany has released a 100 MW alkaline electrolyzer with a current density of 0.8 A/cm² and an efficiency of 82% (LHV), an 8% improvement over the industry average.

IV. Industrial Synergy: Accelerated Cross-Sector Integration
1. Hydrogen-Electricity-Heat Multi-Energy Complementary Park Established in Xiong'an  
  Model: China Huaneng Group has constructed a 100 MW fuel cell combined heat and power system, coupled with PV power generation and ground-source heat pumps, achieving a comprehensive energy efficiency of 92% and reducing carbon emissions by 80,000 mt/year.
2. Hydrogen Aviation Takes a Critical Step Forward
  Progress: COMAC, in collaboration with Air Liquide Haopu, has completed the maiden flight of a hydrogen hybrid regional aircraft (ARJ21-H2), with hydrogen fuel cells contributing 30% of the flight energy, and plans to obtain certification by 2030.
3. Large-Scale Implementation of Green Hydrogen Steelmaking in the Steel Industry 
  Case Study: Baowu Group's Zhanjiang Base has launched a 2 million mt/year hydrogen-based direct reduced iron (DRI) project, paired with a 1.2 GW wind-solar hydrogen production system, achieving annual carbon emission reductions of 1.8 million mt of CO₂.