China Northern Rare Earth Hydrogen Storage Company: Breaking the "Involution" of Traditional Industries and Entering the Hydrogen Solid-State ESS Segment

On September 18, while the hydrogen energy industry focused on hydrogen production and fuel cells, China Northern Rare Earth Hydrogen Storage Company took a different approach. Leveraging its profound expertise in rare earth new materials, it precisely targeted the critical niche of solid-state hydrogen storage. By building a complete ecosystem of "materials-devices-applications," the company achieved breakthroughs in the international market and explosive growth in domestic performance in 2025, providing a unique "rare earth solution" to overcome the bottlenecks in hydrogen storage and transportation.

Market Breakthrough and Soaring Performance: From Turning Losses into Profits to Global Expansion

Reports indicate that the company has successfully turned around its operations and entered a phase of rapid development:

Doubled Performance: As of July 2025 month-end, sales of its core product,solid-state hydrogen storage materials, surged 351% YoY;profits reached 88.8% of the full-year budget target, up 217% YoY, demonstrating strong profitability and market appeal.

Global Expansion: The company established partnerships with15 enterprises in the US, EU, Japan and South Korea, among others, with8 already achieving bulk procurement, signifying that its product performance and quality have gained recognition in the international high-end market. It is breaking through the "involution" competition in the domestic traditional ESS sector by "going global."

Technological Core and Product Portfolio: Building an Unreplicable Industry Chain Advantage

Its success is rooted in transforming unique rare earth resources and technological advantages into tangible product competitiveness:

Technological Foundation: The core advantage lies inrare earth hydrogen storage alloy materials, which serve as a bridge connecting the strategic resource of rare earths with the hydrogen energy industry, featuring high technological barriers.

Ecosystem Development: The company did not stop at material sales but quickly expanded downstream, forming a complete product portfolio coveringbasic materials (alloy powder) → key equipment (hydrogen storage tanks, hydrogen storage devices) → end-use applications (hydrogen-powered forklifts, hydrogen-powered two-wheelers). This "chain extension" strategy significantly enhances customer loyalty and the value of integrated solutions.

Application Implementation and Demonstration Effect: From Pilot Projects to Bulk Sales

In 2025, the company implemented multiple applications, proving the feasibility and commercial potential of its technology:

Bulk Orders: Over 1,800 sets of solid-state hydrogen storage deviceswere sold to the Jiangsu region, indicating that its products have moved from the demonstration phase to thelarge-scale commercialstage.

Scenario Innovation: Deployed 50 hydrogen-electric two-wheelers within the group and established Inner Mongolia’s first low-pressure solid-state hydrogen refueling demonstration station, setting an example for the application of solid-state hydrogen storage technology in distributed and lightweight scenarios.

Strategic Insights and Industry Implications: The Breakthrough Path for Specialized, Refined, Unique, and Innovative Enterprises

The practice of China Northern Rare Earth Hydrogen Storage Company provides valuable insights for upstream and downstream enterprises in the hydrogen energy industry chain:

Precise Positioning: Avoid engaging in fierce competition in saturated markets, and instead leverage core proprietary technologies (rare earth materials) to achieve "focused breakthroughs" in key segments of the industry chain (solid-state hydrogen storage) that feature high technical barriers and significant growth potential.

Ecosystem Advantage: While single technological or product advantages are easily replicated, a closed-loop ecosystem built around core technologies—"Materials-Devices-Applications"—can form a strong moat and sustain innovation capabilities.

Dual Domestic and International Focus: While expanding into international markets and building brand prestige, deeply cultivate domestic application scenarios, using rapid commercialization to feedback into technological iteration, forming a virtuous cycle.

Conclusion:

The rise of China Northern Rare Earth Hydrogen Storage Company signifies that China’s hydrogen energy industry is advancing toward core technology independence, diversified application scenarios, and industrial chain synergy at a deeper level. It demonstrates that amid an energy transition dominated by giants, specialized, refined, unique, and innovative enterprises can also seize development initiative by deepening expertise in niche segments and strengthening technological advantages. Its success not only injects new momentum into the transformation and upgrading of China Northern Rare Earth, but also provides practical technological pathways and commercial cases for global hydrogen storage and transportation, vigorously promoting high-quality development of the hydrogen energy industry.