Core Viewpoint - The article focuses on the upcoming 2025 TrendBank Green Hydrogen Industry Conference, emphasizing its role in addressing the actual needs of the green hydrogen industry and facilitating effective communication and collaboration among stakeholders [4][8]. Group 1: Conference Details - The 2025 TrendBank Green Hydrogen Industry Conference is scheduled for August 27-28, 2025, in Wuxi, Jiangsu [8]. - The conference aims to create a platform for addressing pain points in the industry and enhancing the value output of the event [4]. - The expected scale of the conference is over 200 participants [8]. Group 2: Agenda and Sessions - The conference will feature various specialized sessions, including: - Afternoon of August 27: System and Electrolyzer Session - Morning of August 28: Green Hydrogen Storage and Transportation Session, CO2 Electrolysis Session - Afternoon of August 28: Electrolyzer Materials Session (Electrodes/Membranes/Catalysts), Hydrogen Production Power Source Session - Evening of August 28: Closing Ceremony and Green Hydrogen Awards Dinner [9]. Group 3: Registration and Fees - 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 [10]. - Participants must register using their personal mobile numbers to complete on-site check-in and access conference materials [12].

Core Viewpoint - The article discusses the upcoming standards in the hydrogen energy and fuel cell industry, focusing on the establishment of 14 new standards and one revision related to hydrogen production, storage, and fuel cell applications, with completion expected by 2027 [3][6]. Group 1: Hydrogen Production and Engineering - The "Guidelines for Planning and Design of Green Hydrogen and Ammonia Systems" aim to integrate green hydrogen with ammonia and alcohol synthesis, expanding its application in the chemical industry [6]. - Standards covering the entire lifecycle of hydrogen production projects include regulations for design estimation, post-evaluation, completion documentation, and carbon footprint accounting [6][7]. Group 2: Hydrogen Storage and Safety - Standards such as "Sealing Technology Specifications for Hydrogen Pressure Equipment" and "Safety Regulations for Hydrogen Transmission Pipelines" outline requirements for sealing, materials, and testing for hydrogen storage equipment and pipelines [7][8]. Group 3: Fuel Cell Core Technologies - Plans include the development of five standards related to Solid Oxide Fuel Cells (SOFC), covering performance testing, system safety, module design, and reversible systems, which will facilitate the commercialization of SOFC in distributed generation and energy storage [9]. - One standard for Proton Exchange Membrane Fuel Cells (PEMFC) will focus on testing battery materials, optimizing performance through assessments of gas diffusion layer porosity and permeability [9].

Core Viewpoint - The successful launch of the Daan project marks a significant milestone in China's green hydrogen energy sector, showcasing the country's advancements in renewable energy technology and its potential contributions to global energy transition [3][4]. Group 1: Project Overview - The Daan project is a groundbreaking integrated demonstration project for green hydrogen and ammonia synthesis, achieving four global firsts: large-scale green ammonia production, mixed hydrogen production, direct current microgrid, and solid-state hydrogen storage [3]. - The project utilizes the "Hydrogen Surge" PEM hydrogen production equipment developed by Guohua Technology, which is the largest of its kind in China, ensuring comprehensive product service and technical support [3][4]. Group 2: Equipment Performance - The "Hydrogen Surge Zhuohan 800" PEM hydrogen production equipment successfully completed its initial operation and entered stable operation, demonstrating its capability to adapt to the intermittent and fluctuating nature of wind and solar power generation [6]. - The equipment's design features a four-to-one compact structure, marking a pioneering achievement in the industrial-scale operation of large PEM hydrogen production equipment in China [4]. Group 3: Service System Development - Guohua Technology has established a comprehensive service system for PEM hydrogen production equipment, covering the entire lifecycle from research and development to manufacturing, sales, and operation and maintenance [6]. - The successful implementation of the Daan project has led to the standardization and series upgrade of the "Hydrogen Surge" products, preparing a pool of professionals and rich technical experience for future green hydrogen projects in China [6]. Group 4: Industry Leadership - Guohua Technology is recognized as a leader in the large-scale PEM hydrogen production equipment sector, with the successful delivery of the "Hydrogen Surge Zhuohan 800" marking a significant step towards large-scale applications in the green hydrogen industry [10]. - The company has pioneered the commercial operation of megawatt-level PEM hydrogen production equipment, propelling the industry into a new phase of scale application [11]. Group 5: Cost Reduction and Efficiency Improvement - Guohua Technology has addressed the dual challenges of high costs and limited validation of PEM hydrogen production equipment, enhancing the technology's compatibility with renewable energy sources [12]. - The large-scale production of PEM hydrogen equipment is transforming abundant green electricity into scalable green hydrogen energy, contributing to China's renewable energy solutions [12].

Core Viewpoint - The article emphasizes the significance of off-grid hydrogen production in the context of renewable energy sustainability, highlighting its potential to utilize renewable energy sources that cannot be connected to the grid, thus facilitating the transition to green hydrogen production [2][3]. Summary by Sections Off-Grid Hydrogen Production - Off-grid hydrogen production allows renewable energy sources, such as wind and solar, to directly drive electrolysis without relying on the grid, enabling efficient local energy consumption and conversion [2][3]. - The advantages of off-grid hydrogen production include increasing the proportion of renewable energy, achieving complete greenness in hydrogen production, and reducing dependency on grid capacity and costs [3]. Recent Developments - In June 2025, several significant advancements in off-grid hydrogen production were reported, indicating a shift from demonstration projects to preliminary industrialization [4]. - Notable projects include: - Gansu's Guazhou County off-grid hydrogen project, which has received approval for a 50,000-ton ammonia production capacity [4]. - Liaoning's Huadian Tieling project, which has reached a monthly hydrogen output of nearly 50 tons [5]. - Successful operation of a fully off-grid alkaline purification system by Jianan Hydrogen Source and Sunshine Hydrogen [6][7]. - The launch of a landmark off-grid hydrogen and green transportation demonstration project by Mingyang Group [9]. Policy Support - The National Energy Administration's recent notice encourages pilot projects for off-grid hydrogen production in areas with weak grid infrastructure, promoting the integration of wind, solar, and hydrogen storage [3]. Technological Innovations - Various companies are developing innovative solutions for off-grid hydrogen production, such as: - Sunshine Hydrogen's flexible hydrogen production system designed for renewable energy fluctuations [23]. - SANY Hydrogen's large-scale hydrogen production electrolyzer for wind and solar applications [23]. - Blue Kun Hydrogen's square atmospheric electrolyzer, which operates without storage systems [24]. Market Trends - The off-grid hydrogen sector is witnessing rapid growth, with numerous projects being initiated across the country, indicating a robust market for green hydrogen solutions [24].

Core Viewpoint - The article highlights the successful launch of the Daan Wind-Solar Integrated Green Hydrogen and Ammonia Synthesis Demonstration Project by State Power Investment Corporation in Jilin, emphasizing the importance of renewable energy sources in hydrogen production [2][4]. Group 1: Project Overview - The Daan project utilizes renewable energy from a new type of grid, which presents challenges due to lower power generation stability, necessitating advanced hydrogen production technology [4]. - The project has successfully deployed 12 IGBT hydrogen production power supplies from Yingbo New Energy, ensuring reliable power for PEM electrolysis [2]. Group 2: Technology and Innovation - The hydrogen production power supply designed by Yingbo New Energy employs a two-stage topology using full IGBT technology, which allows for precise control of output voltage and current to the electrolysis process [4][5]. - The system converts AC power from renewable energy grids into the DC power required by electrolysis, enhancing grid reliability and reducing pollution [5].

Core Viewpoint - The hydrogen station construction in China is experiencing a slowdown, with a total of 560 stations built by June 30, 2025, and new constructions remaining stable compared to the first half of 2024 [2][5]. Group 1: Current Status of Hydrogen Stations - As of June 30, 2025, China has built a total of 560 hydrogen stations, with 29 new stations constructed in the first half of 2025, showing no significant growth compared to the same period in 2024 [2]. - The construction speed of hydrogen stations has been declining due to slow commercialization of fuel cell vehicles, high hydrogen storage and transportation costs, and low operational loads of hydrogen stations [2]. Group 2: Regional Distribution of New Stations - New hydrogen stations are primarily concentrated in Beijing, Chongqing, Hubei, and Guizhou, with other regions seeing fewer than two new stations each [5]. - Beijing has added 4 new hydrogen stations since the end of 2024, bringing its total to 23, which supports the fuel cell vehicle demand in the region [5]. Group 3: Types of New Stations - In 2025, 62% of new stations are integrated energy stations (hydrogen + electricity, hydrogen + oil, hydrogen + natural gas), significantly higher than previous years [6]. - The construction of integrated energy stations is encouraged due to shorter construction cycles and lower operational costs, making them the mainstream form of station construction in the short term [6]. Group 4: Investment and Ownership - Over 80% of new hydrogen stations are owned by local state-owned enterprises and central enterprises, reflecting the challenges in large-scale investment and cost recovery [12]. - Major players in the construction include Sinopec and local sales companies, which remain key contributors despite slower progress compared to the initial demonstration period [12]. Group 5: Equipment Integration Market - Leading traditional equipment integrators such as Haide Lisen, Guofu Hydrogen Energy, and Houpu Co. maintain a stable market share of 52% in the hydrogen station equipment market [14]. - Some traditional hydrogen station equipment integrators have not delivered large orders this year due to shifts in business focus and changes in ownership structures [14]. Group 6: Future Projections - The average refueling capacity of new stations is expected to reach 1150 kg/d by 2025, with some stations exceeding 2000 kg/d, primarily built as integrated energy stations [10]. - Future bidding information indicates that the refueling capacity may further increase to over 1500 kg/d [10].

Core Viewpoint - Green ammonia is emerging as a key player in the global zero-carbon industry revolution, driven by major Chinese energy companies like State Power Investment Corporation and Envision Technology Group [2][12]. Group 1: State Power Investment Corporation - The Daan wind-solar integrated green hydrogen and ammonia demonstration project, funded by State Power Investment Corporation, is set to be fully operational by July 26, 2025 [4]. - This project boasts four world records: the largest scale of green ammonia production in a single phase, the largest alkaline and PEM mixed hydrogen production system, the largest DC microgrid hydrogen production project, and the largest solid-state hydrogen storage facility (48,000 cubic meters) [6]. - The project has an annual production capacity of 180,000 tons of green ammonia, supported by 800,000 kW of wind and solar power, which can replace 230,000 tons of standard coal and reduce CO₂ emissions by 650,000 tons annually, equivalent to the carbon emissions of 500,000 households [6]. - The project has signed cooperation agreements with several domestic and international companies, including EDF China and China National Petroleum Corporation, to expand its green ammonia products into international markets [6][7]. Group 2: Envision Technology Group - The Envision Chifeng zero-carbon hydrogen and ammonia project, the largest green hydrogen and ammonia project globally, was launched on July 8, marking a significant breakthrough in zero-carbon hydrogen and ammonia technology [8]. - This project, with a total investment of 17.3 billion yuan, leverages Inner Mongolia's abundant wind and solar resources to create a full industrial chain from green electricity to hydrogen to green ammonia [10]. - Upon full operation, the project will have an annual production capacity of 1.52 million tons, reducing carbon emissions by 9.12 million tons annually, equivalent to the emissions from 15.2 million fuel vehicles [10]. - The project has secured demand from Europe and Southeast Asia, aiming to become an international hub for green ammonia trade, with long-term procurement agreements already signed with Marubeni Corporation in Japan [11]. Group 3: Strategic Implications - The green ammonia strategies of State Power Investment Corporation and Envision Technology Group reflect China's confidence in its path towards global energy transition, converting wind and solar resource advantages into industrial strengths [12].

"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 近日，氢航科技在成都市温江区对投放的新一代氢动力两轮车展开常规化性能测试。经过氢航科技 的小伙伴们5个多小时的实际道路接力骑行实验，该款氢动力两轮车在从满电状态运行至电量耗 尽、不中途充气/换气的条件下，车辆及电池运行一切稳定正常, 实际续航里程长达118.58km！ 值得关注的是，这一成绩远超目前市面上普遍续航在50-80公里的锂电池两轮车。以市场上常见的 共享单车品牌为例，标注续航约为80公里。相比之下，氢动力两轮车在本次实测中的续航表现提升 了近50%。 文章 来源： 氢航科技 ◆ 视频版 鲲华科技 | 中鼎恒盛 ◆ 图文版 据了解，氢航科技新一代氢动力两轮车目前已在温江区正式投入运行，搭载2L固态储氢瓶，氢气 储存量110g。本次测试为氢航科技定期开展的常规化车辆性能检测， ...

"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 7月23日，扬州广陵氢能产业领域会议盛大启幕。由江苏宇科能源科技有限公司（以下简称"宇科能 源"）承办的 "扬州广陵氢能发展交流会暨江苏宇科能源新品发布会" 成功举办，政府主管部门、氢 能领域权威学者、产业链上下游企业代表及投资机构等100余位嘉宾齐聚广陵，共享技术成果，共 同探寻以技术突破带动区域氢能产业发展、打造绿色经济新引擎、促进产业链深度融合的新路径。 政企合力，共绘氢能发展蓝图 会议在广陵区委常委、常务副区长朱载鹏的致辞中拉开帷幕。朱载鹏在现场强调：氢能作为一种高 效、清洁、可持续的二次能源，被誉为 "未来能源"，正逐步成为全球能源转型和应对气候变化的 重要战略选择。扬州市高度重视氢能产业的发展， 并将其作为全市 "613" 产业体系的重要一环 ， 释放出地方政府全力支持 ...

Core Viewpoint - The fuel cell market is experiencing a significant decline in both installed capacity and vehicle registration, indicating potential challenges for the industry moving forward [3][25]. Group 1: Fuel Cell Data - In H1 2025, the installed capacity of fuel cells was 253.69 MW, representing a year-on-year decrease of 5.6% and a quarter-on-quarter decrease of 53.8% [3]. - The number of fuel cell vehicles (FCEVs) registered in H1 2025 was 1,967, which is a year-on-year decrease of 22.0% and a quarter-on-quarter decrease of 57.3% [3]. Group 2: Market Share and Competition - The top three companies in the fuel cell market are Dongfang Hydrogen, Hyundai, and Yuntai Hydrogen, which together account for 64.4% of the market share in terms of vehicle registration [5]. - Dongfang Hydrogen led the market with a 19.6% share in terms of vehicle support, while Hyundai and Yuntai Hydrogen followed closely [6]. Group 3: Vehicle Registration by Manufacturer - The leading manufacturers for FCEV registrations in H1 2025 were China National Heavy Duty Truck Group, Hyundai, and SANY, with China National Heavy Duty Truck Group achieving 564 registrations [12][14]. - The focus of these manufacturers includes specialized vehicles such as tractors and dedicated vehicles, with significant activity in regions like Sichuan and Shandong [14]. Group 4: Usage Cities and Policy Impact - The cities with the highest number of registered FCEVs include Chengdu (500 vehicles), Guangzhou, and Beijing, indicating a concentration of activity in these areas [15]. - Non-demonstration cities accounted for 40.9% of the total registrations, suggesting a shift towards commercializing hydrogen vehicles beyond designated pilot areas [16]. Group 5: Vehicle Functionality and Trends - The majority of registered fuel cell vehicles in H1 2025 were tractors, making up 36.7% of the total, followed by cold chain logistics vehicles [20]. - There has been an increase in the proportion of specialized vehicles, indicating a trend towards higher power applications in the fuel cell sector [21]. Group 6: Market Outlook - As of H1 2025, the total number of hydrogen vehicles in China reached 30,200, which is only 60.4% of the target set for 2025 [25]. - The market outlook for the second half of 2025 includes potential benefits such as extended deadlines for demonstration city assessments and increased vehicle registrations in underperforming regions [25].