Core Viewpoint - Hydrogen energy is increasingly recognized as a crucial clean energy carrier in the context of China's "dual carbon" goals, supported by over 560 policies aimed at fostering the hydrogen industry [6][12]. Group 1: Hydrogen Energy Development - The establishment of hydrogen energy's status as an energy source in China's Energy Law has laid a solid foundation for the industry's growth [6]. - Hydrogen storage is highlighted as an efficient and environmentally friendly long-term energy storage solution, particularly suitable for large-scale and prolonged energy storage needs [6]. - The Ministry of Industry and Information Technology's action plan emphasizes the need for advanced hydrogen storage technologies to facilitate the green transition of the energy system [6]. Group 2: Hydrogen Storage Process - The narrow definition of hydrogen storage involves the "electric-hydrogen-electric" process, which includes water electrolysis to produce hydrogen, storage of hydrogen, and conversion back to electricity when needed [7][8][9]. - The broader concept of hydrogen storage encompasses "Power-to-X," which refers to converting electrical energy into various energy carriers, including hydrogen, ammonia, and alcohols for diverse applications [10]. Group 3: Applications and Efficiency - Hydrogen storage is applicable in transportation, industrial production, and building heating, providing zero-emission solutions and reducing carbon footprints in various sectors [10]. - Despite its unique advantages for large-scale and long-duration storage, hydrogen storage has a relatively low efficiency, with a conversion rate of about 35%, meaning three units of electricity are needed to produce one unit of usable energy [10]. Group 4: Case Studies and Innovations - Guohong Hydrogen Energy has implemented various projects demonstrating hydrogen storage applications, such as a 10kW fuel cell system replacing diesel generators in communication bases, and a 100kW fuel cell cogeneration system in a health innovation park [11][12]. - The company has also pioneered an industrial solid waste hydrogen generation project, showcasing a revolutionary solution for off-grid power supply with zero noise and emissions [11]. - In large-scale applications, Guohong's systems have achieved over 90% energy utilization efficiency, providing zero-carbon energy to significant venues like the Shaanxi Provincial Sports Village [12]. Group 5: Future Outlook - The combination of favorable policies, technological advancements, and successful case studies indicates a promising future for hydrogen storage [12]. - Guohong Hydrogen Energy aims to continue innovating and expanding its applications, contributing to the energy transition and leading the hydrogen era towards a zero-carbon future [12].

Core Viewpoint - The article discusses the procurement of a 25MW hybrid hydrogen production system by the National Energy Group, emphasizing the importance of developing low-cost, high-reliability systems to support large-scale renewable energy hydrogen production, which aligns with China's carbon neutrality goals [2][3]. Group 1: Project Overview - The project aims to develop a hybrid alkaline (ALK) and proton exchange membrane (PEM) hydrogen production system that can adapt to wide power fluctuations [2]. - The project is part of a broader initiative to enhance the innovation level and product quality of hydrogen production systems in China, facilitating the large-scale application of green hydrogen [2]. Group 2: Procurement Details - The procurement includes two bidding sections, with Section 1 requiring three sets of hybrid hydrogen production systems, each consisting of various components such as ALK and PEM electrolyzers, gas-liquid separation devices, and hydrogen purification systems [3][4]. - The first candidate for Section 1 is China Shipbuilding (Handan) Pairui Hydrogen Energy Technology Co., with a bid of 54.063 million RMB, while the second candidate is Changchun Green Movement Hydrogen Energy Technology Co., with a bid of 44.94 million RMB [5]. Group 3: Additional Bidding Information - Section 2 also involves two sets of hybrid hydrogen production systems, with similar requirements as Section 1 [6]. - The first candidate for Section 2 is Luda Hydrogen Energy, with a bid of 35.6 million RMB, and the second candidate is Sunshine Hydrogen Energy, with a bid of 22.32 million RMB [6].

Core Viewpoint - The article highlights the successful launch of the Daan Wind-Solar Green Hydrogen Ammonia Integration Demonstration Project by State Power Investment Corporation, showcasing China's advancements in green hydrogen energy and its global leadership in this sector [4][6]. Group 1: Project Overview - The Daan project, located in Jilin, has a total installed capacity of 800,000 kW, consisting of 700,000 kW from wind power and 100,000 kW from solar power, along with 40 MW/80 MWh of energy storage and 60,000 standard cubic meters of hydrogen storage [4]. - The project is designed to integrate green electricity generation, green hydrogen production through water electrolysis, and green ammonia synthesis, with an annual production capacity of 32,000 tons of green hydrogen and 180,000 tons of green ammonia, resulting in a carbon reduction of approximately 650,000 tons per year [4]. Group 2: Technological Achievements - The project sets multiple global records, including the largest single green ammonia project with a capacity of 180,000 tons per year and the largest scale of alkaline and PEM mixed electrolysis for hydrogen production [4]. - The project features a proprietary "Electric-Hydrogen-Chemical" flexible control system that addresses the challenges of wind and solar variability, ensuring stable production [4]. Group 3: Key Equipment Suppliers - The project utilizes 39 sets of 1,000 Nm³/h alkaline electrolysis equipment supplied by Longi Hydrogen Energy, Sunshine Hydrogen Energy, Sany Hydrogen Energy, and Pairui Hydrogen Energy [8]. - Guohydrogen Technology provided the PEM hydrogen production equipment, successfully completing the installation and commissioning, marking a significant achievement in domestic industrial-grade PEM hydrogen production [9][11]. - In terms of hydrogen production power supply, 12 sets of IGBT hydrogen power supplies were successfully commissioned, with Sunshine Hydrogen Energy being the sole supplier for both the IGBT power supply and alkaline electrolysis systems [12][13]. Group 4: Hydrogen Storage Solutions - The project features the first large-scale application of titanium-based solid-state hydrogen storage technology in China, with a delivery of a 48,000 standard cubic meter solid-state hydrogen storage module [16]. - This technology offers several advantages over traditional high-pressure gas storage, including enhanced safety, higher hydrogen density, longer cycle life, and high purity suitable for ammonia synthesis [16].

Core Insights - The domestic electrolysis water hydrogen production equipment market is experiencing accelerated demand release, with a total bidding scale of 2467.93 MW in the first half of 2025, surpassing the total for the entire previous year [2][4][20] - The competition landscape in the hydrogen production equipment market is intensifying, with a notable increase in market concentration [9][12] - The primary application scenario for hydrogen production equipment is integrated hydrogen-ammonia projects, accounting for approximately 67% of the orders [2][14] Group 1: Market Overview - As of June 2025, China has a total of 865 green hydrogen projects, with a disclosed potential production capacity of 1106.16 million tons per year, and an established capacity of 11.52 million tons per year [3] - The first half of 2025 saw significant progress in domestic green hydrogen projects, with several benchmark projects coming online, which are expected to provide replicable models [3][4] - The market for electrolysis water hydrogen production equipment is characterized by a growing number of direct contracts, with many orders not fully disclosing delivery scales and timelines [2][5] Group 2: Equipment Demand and Procurement - In the first half of 2025, there were 43 bidding projects for electrolysis water hydrogen production equipment, with a total bidding scale of 2467.93 MW, and a winning bid scale of 2441.93 MW, representing a 369% increase compared to the same period last year [4][20] - The procurement of electrolysis water hydrogen production equipment is primarily led by central state-owned enterprises, which account for about 52% of the green hydrogen projects and approximately 87% of the public bidding orders [6][9] - The majority of the public bidding orders are for alkaline (ALK) hydrogen production equipment, which constitutes about 89% of the total, with a small percentage for combination systems (ALK+PEM) and PEM [12][14] Group 3: Application Scenarios - The hydrogen production equipment in the first half of 2025 was predominantly used for hydrogen-ammonia integration, research, and green hydrogen preparation, with hydrogen-ammonia integration projects being the most significant application [14][18] - A notable project includes the 216 MW liquid sunlight project by China Coal Energy in Ordos, which is part of the hydrogen-ammonia integration scenario [14]

"宁波膜智信息科技有限公司"为势银（TrendBank）唯一工商注册实体及收款账户 月报订阅： 《中国氢能及燃料电池产业月度分析报告》 势银研究： 势银产业研究服务 势银数据： 势银数据产品服务 势银咨询： 势银咨询顾问服务 重要会议： 2025势银绿氢产业大会（8月27-28日，江苏·无锡） 点此报名 添加文末微信，加 绿氢 群 30MW级纯氢燃气轮机成功发运 纯氢燃气轮机是能源领域的高端动力装备，是实现氢电转换的关键一环，具有零碳排放、单位千瓦 投资低、快速启停及响应、调节时间尺度广、调节功率范围宽、深度补偿无功、不受区位限制、建 设年限短等特点。 今年6月，国家能源局发布《关于组织开展能源领域氢能试点工作的通知》，提出 开展燃气轮机掺 氢/氨/纯氢发电试点。 "木星一号"30MW级纯氢燃气轮机已在无锡完成燃烧室部件研制、整机点 火、整机全速空载测试，是目前 全球容量最大 的纯氢燃气轮机机组。随着"木星一号"正式发运交 付并即将进入实证示范，标志着我国在燃气轮机纯氢发电方面实现了重大突破，对于解决我国新能 源弃电、助力构建新型电力系统具有重大意义。 30MW级纯氢燃气轮机氢储能示范工程所属项目 制氢规模为 ...

Core Viewpoint - The article highlights the significance of three major green fuel projects in China, which are expected to drive the hydrogen energy industry towards commercialization and large-scale implementation, marking a pivotal milestone in the sector's development [3][11]. Group 1: Project Overview - The three projects include the State Power Investment Corporation's Jidian Daan wind-solar integrated green hydrogen ammonia demonstration project, Shanghai Electric's Taonan wind power coupled biomass green methanol project, and Envision's zero-carbon hydrogen ammonia project, with a total production capacity of 320,000 tons [3][4]. - The Daan project is noted for being the world's largest single production green ammonia project, while the Taonan project is the first large-scale commercial green methanol project in China, achieving an initial annual capacity of 50,000 tons [3][4]. Group 2: Impact on the Hydrogen Industry - These projects will serve as large-scale demonstration projects, validating the feasibility of renewable energy hydrogen production, storage, transportation, and application in a real commercial environment [4]. - The successful operation of these projects is expected to enhance investor confidence in large-scale green hydrogen projects, thereby reducing perceived risks [4]. Group 3: Cost Reduction and Infrastructure Development - Large-scale procurement of core equipment, such as electrolyzers, will stimulate manufacturers to expand capacity and optimize processes, leading to lower unit costs across the industry [6]. - The projects will necessitate the construction of substantial renewable energy generation bases, driving the development of green electricity infrastructure and hydrogen storage and transportation networks [7][8]. Group 4: Applications and Market Expansion - The green hydrogen produced will be utilized primarily for chemical raw materials, such as synthetic ammonia and methanol, providing a reliable source of green materials for the chemical industry [9]. - The projects are expected to initiate demand in emerging markets, particularly in sectors that are difficult to electrify directly, such as shipping and heavy-duty transportation [9][10]. Group 5: Industry Implications - The three projects are seen as accelerators for the hydrogen and green fuel industry, promoting technological maturity, cost reduction, and infrastructure improvement, thereby enhancing China's global competitiveness in the sector [12]. - The success or failure of these projects will significantly influence the future landscape of the green hydrogen and fuel industry, with successful outcomes potentially validating the large-scale green hydrogen economy [12].

Core Viewpoint - The article highlights the recent developments in the hydrogen energy sector, particularly focusing on the procurement of hydrogen production equipment for a solar power project in Hubei Province, China [2][6]. Group 1: Project Overview - The Hubei Province Xiangyang City Zhongdian Construction Zhaoyang 200MW solar power project includes a hydrogen production equipment procurement project, with the first candidate being SANY Hydrogen Energy Co., Ltd. with a bid of 19.0269 million RMB [2][5]. - The project aims to integrate a 200MW solar power generation system with a 4200Nm³/h water electrolysis hydrogen production system, utilizing advanced hydrogen production technologies [6][7]. Group 2: Equipment and Specifications - The project is divided into two packages: Package 1 includes 1000Nm³/h alkaline and 200Nm³/h PEM mixed tank equipment, while Package 2 consists of three 1000Nm³/h conventional alkaline tank systems [7]. - The hydrogen production will utilize off-peak electricity for water electrolysis, with produced hydrogen being transported via pipelines to local industrial users [6][7]. Group 3: Company Information - TrendBank is identified as a leading industry research and data company in China, providing data, research, consulting, and conference services to support business development and decision-making [14].

Core Viewpoint - The article discusses the upcoming 2025 TrendBank Green Hydrogen Industry Conference, which aims to summarize the development of the green hydrogen industry in the first half of the year and set expectations for the second half, while also recognizing outstanding companies in the sector [3][5]. Group 1: Conference Details - The 2025 TrendBank Green Hydrogen Industry Conference will be held on August 27-28 in Wuxi, Jiangsu [2][3]. - The conference will invite industry experts to discuss strategies for scaling the green hydrogen industry [3]. - Awards will be presented to companies that have made significant contributions to the advancement of the green hydrogen industry [5]. Group 2: Award Categories - Five awards will be presented at the conference, including: - 2025 Green Hydrogen Industry Pioneer Award - 2025 Green Hydrogen Market Leader Award - 2025 Green Hydrogen Potential New Star Award - 2025 Green Hydrogen Application Demonstration Award - 2025 Green Hydrogen Technology Breakthrough Award [10]. Group 3: Participation and Selection Process - Companies involved in the green hydrogen supply chain, such as those producing electrolyzers, hydrogen generation power sources, catalysts, and other related materials, are eligible to apply for the awards [7]. - The selection process includes online registration, information collection, committee evaluation, and award production [8].

Core Viewpoint - The release of the MH290 metal plate fuel cell marks a significant breakthrough for Jichong Hydrogen Energy, addressing the core bottlenecks that have hindered the large-scale commercial use of hydrogen-powered heavy trucks, thus meeting market demands for affordable, durable, and high-performance hydrogen vehicles [2][3]. Group 1 - Jichong Hydrogen Energy held a strategic launch event for the MH290 metal plate fuel cell on July 23, themed "Technology Empowerment · Value Innovation," showcasing advancements in performance, reliability, and cost [2]. - The MH290 fuel cell is positioned to respond effectively to the urgent market need for hydrogen-powered heavy trucks that are economically viable and reliable [3]. Group 2 - TrendBank is identified as a leading industry research and data company in China, focusing on providing data, research, consulting, and conference services to support decision-making and business development resources [7].

Core Viewpoint - The green hydrogen industry is currently facing a policy window period from 2025 to 2028, necessitating breakthroughs in cost control, technology adaptation, and business model challenges. The TrendBank is organizing the 2025 Green Hydrogen Industry Conference to summarize the industry's development in the first half of the year and discuss future expectations with industry experts [4]. Conference Information - The 2025 Green Hydrogen Industry Conference will take place on August 27-28, 2025, in Wuxi, Jiangsu, organized by TrendBank and hosted by TrendBank Energy Chain. The conference aims to gather over 300 participants [8][9]. - A total of 17 prominent companies have confirmed their participation, including Tianrong Technology, Liyuan Technology, Sinopec Research Institute, and others, showcasing a diverse range of expertise in the hydrogen sector [5][8]. Conference Agenda - The conference will feature various sessions, including: - Opening ceremony on the morning of August 27 - Specialized sessions on systems and electrolyzers in the afternoon of August 27 - Morning sessions on green hydrogen storage and transportation, and CO2 electrolysis on August 28 - Afternoon sessions on electrolyzer materials and hydrogen production power sources on August 28 - Closing ceremony and green hydrogen awards dinner on the evening of August 28 [9]. Registration Details - Registration fees are structured as follows: - Early bird price of RMB 1800 if paid before August 1 - Standard price of RMB 2200 if paid between August 2 and August 25 - Late registration fee of RMB 2600 if paid on or after August 26 - Participants must register using their personal mobile numbers to ensure proper check-in and access to conference materials [10].