Full-Chain Deployment Accelerates! Hami Creates New Landscape for Hydrogen Industry Development, Activating New Momentum for Regional Green Growth

Published: Jun 10, 2026 17:22

On June 7, 2026, as a future industry prioritized in the national 15th Five-Year Plan, hydrogen energy serves as a core lever for optimizing the energy structure and implementing the dual carbon strategy. Since the start of this year, Hami City has leveraged its abundant wind and solar new energy resources and ample by-product hydrogen from coal chemical industries as dual resource advantages, targeting the development as Xinjiang’s first hydrogen energy industry demonstration zone and a hydrogen equipment manufacturing hub in western China. The city has continuously clustered high-quality resources across the hydrogen industry chain, accelerating the creation of an integrated full-chain industrial ecosystem covering production, storage, transport, refueling, and utilization, with the momentum for high-quality regional hydrogen industry development continuing to climb.

On the equipment manufacturing front, breakthroughs have been achieved in local hydrogen core capacity construction. In Yiwu County, Hami, the large-power hydrogen fuel cell system production line of Xinjiang Kunhua New Energy Technology Co., Ltd. has achieved stable operation and reached production. The project, with a total investment of 150 million yuan, adopts an industry-leading large-power, single-stack, single-system technology pathway to mass-produce fuel cell systems and hydrogen energy storage power generation equipment across a power range of 150 kW to 250 kW. Its products are widely adapted for diverse application scenarios such as mining engineering machinery, urban sanitation, and port operations, filling a gap in high-end hydrogen equipment manufacturing in Xinjiang.

Targeting the extreme and demanding operating conditions in the northwest plateau, characterized by high altitude, severe cold, and heavy loads, the enterprise has completed multiple rounds of specialized technical breakthroughs, successively conducting rounds of extreme environment tests across two winters, two summers, and two plateaus. Its equipment can achieve cold start at -30℃ and the overall system lifespan exceeds 20,000 hours, with operational stability and environmental adaptability fully validated. The R&D team continuously collects local mountain road condition and meteorological data to optimize system control strategies, and leverages Hami’s natural test scenarios of clustered coal industries and dense mining transport routes to complete scenario-based customization and upgrades. This ensures the equipment fully meets local complex operational requirements, forming a synergistic pattern of coordination and co-development with existing hydrogen refueling infrastructure.

Huang Huanqing, General Manager of Xinjiang Kunhua New Energy Technology Co., Ltd., stated that the company will continue to empower industrial upgrades through technological innovation, collaborating with universities and research institutes to tackle core technologies for high-cold adaptation. Going forward, new projects will be implemented, including a 135-mt hydrogen-powered autonomous mining truck production line, hydrogen energy storage power generation, and hydrogen-powered two-wheelers , further extending the hydrogen equipment manufacturing industry chain. Leveraging the local comprehensive hydrogen refueling support system, these moves will address shortcomings in the full-chain hydrogen development and drive the scaled, green transformation and upgrade of the hydrogen industry in Yiwu.

As Hami’s designated "hydrogen city," Yiwu County has established four integrated hydrogen production and refueling stations and deployed hundreds of hydrogen heavy trucks at scale, forming the largest hydrogen transport application scenario in Xinjiang. It is reported that upon reaching full production, the fuel cell system project is expected to achieve an annual output value of 150 million yuan and annual tax revenue of 15 million yuan , while also attracting agglomeration of core parts enterprises producing compressors, hydrogen storage systems, and humidifiers, gradually localizing the production of key components for hydrogen equipment and improving the regional hydrogen industry support system. In the long term, the company will use Hami as a core hub, radiating to energy corridors like Jiuquan, Ningdong, and Zhundong along the Belt and Road initiative, supporting the construction of a northwest hydrogen equipment manufacturing hub, promoting the integrated development of wind power, PV, energy storage, and hydrogen, enhancing regional green electricity consumption capacity, and facilitating carbon neutrality in the transport sector.

The dual advantages of resource endowment and industrial foundation lay a solid groundwork for Hami’s hydrogen industry development. Locally, wind energy technical developable capacity reaches 300 GW, and solar energy technical developable capacity reaches 3.2 billion kW. The city’s total installed power generation capacity stands at 51,489.8 MW, with new energy accounting for as much as 73.84% of the installed capacity , providing ample clean energy support for large-scale green electricity hydrogen production. Meanwhile, leveraging its mature coal chemical industry system, Hami has the production capacity potential for 180,000 mt of purified vehicle-grade hydrogen annually, forming a dual-wheel complementary supply pattern of green hydrogen and grey hydrogen , effectively lowering the operating costs of fuel cell vehicles and offering economic advantages for scaled promotion and application.

Hydrogen refueling infrastructure and end-use application scenarios are expanding and upgrading in tandem. The integrated energy station operated by Xuanli (Xinjiang) Hydrogen Energy Technology Co., Ltd. features a designed daily refueling capacity of 10 mt, positioning it as one of the leading large-scale refueling stations in China currently. Equipped with eight refueling bays, it supports simultaneous refueling for eight vehicles, with a daily average service capacity of 300 units. The station employs a 24-hour continuous production mode and can dynamically raise its production load based on vehicle refueling demand, ensuring stable hydrogen supply for heavy trucks. Currently, four refueling stations have been deployed in the Naomaohu area alone, establishing a robust hydrogen refueling support network.

At the end-use application level, hydrogen heavy trucks, with their advantages of zero emissions and high efficiency, have become the main driver for regional green logistics transformation. Driven by the electrochemical reaction of hydrogen and oxygen, hydrogen heavy trucks operate combustion-free and with zero carbon emissions throughout. Hydrogen consumption per 100 km stabilizes at 15 to 18 kg, while the driving range exceeds 300 km, delivering significant transport efficiency advantages. Leveraging Hami’s positioning as a core hub for coal transport from Xinjiang, the area’s daily active heavy truck volume is approximately 50,000 units, spawning a trillion-yuan hydrogen heavy truck application market. Currently, 175 hydrogen heavy trucks have been deployed locally, with the number expected to expand to over 200 within the year, and the total deployment volume nearing 500 units by end-2026 . These primarily cover trunk coal transport scenarios, while a 600-km long-demonstration route from Naomaohu to Guazhou has been initiated, continuously expanding the boundaries of hydrogen transport applications.

Policy support continues to unleash industrial vitality. Hami took the lead across Xinjiang in breaking through restrictions on hydrogen production at non-chemical industrial parks, liberalizing permissions for integrated hydrogen production and refueling station construction, and introduced dedicated hydrogen industry support policies in 2025, using targeted subsidies to facilitate infrastructure development and hydrogen vehicle operation promotion. To date, the city has built one scaled hydrogen production plant with a capacity of 25 mt/day and four refueling stations, with an overall daily refueling scale reaching 18 mt. In total, 569 hydrogen heavy trucks and 7 hydrogen buses have been deployed, with the scale of end-use applications continuing to expand.

The layout for coordinated regional development is also accelerating. Hami is collaborating with Jiuquan in Gansu to co-develop a trans-provincial hydrogen expressway and hydrogen corridor spanning Xinjiang and Gansu, with plans to open dedicated hydrogen transport lanes on National Highway G331 and the G7 Expressway by 2030, at which point the regional deployment of hydrogen vehicles is expected to exceed 2,000 units. Meanwhile, a local hydrogen energy industry research institute has been established, focusing on technological exploration in frontier fields including hydrogen-electricity integrated microgrids, green ammonia co-firing, and hydrogen energy storage, and laying out developments for net-zero industrial parks and smart energy cities, thus comprehensively broadening the diverse application scenarios for hydrogen energy. According to the development plan, by 2030, Hami is expected to build a green hydrogen consumption capacity exceeding 500,000 mt, relying on the intrinsic industrial advantage of producing and selling locally to construct a highly risk-resistant hydrogen industry system.

Presently, Hami continues to transform its wind and solar resource advantages into industrial development benefits, steadily advancing the industrial deployment of the "West-to-East Hydrogen Transmission" initiative. The hydrogen full-chain industry is thriving, becoming the core new driver for regional economic and social green high-quality transformation.

Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM's internal database model. They are for reference only and do not constitute decision-making recommendations.

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Full-Chain Deployment Accelerates! Hami Creates New Landscape for Hydrogen Industry Development, Activating New Momentum for Regional Green Growth - Shanghai Metals Market (SMM)