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].

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].

Core Viewpoint - Hydrogen-powered two-wheelers developed by Hydrogen Navigation Technology demonstrate superior performance with a range of 118.58 km, significantly exceeding the typical 50-80 km range of lithium battery scooters, indicating a promising advancement in hydrogen energy applications in transportation [2][4]. Group 1: Product Performance - The new generation hydrogen-powered two-wheeler has been tested in Chengdu, achieving a stable performance over a distance of 118.58 km without refueling, showcasing a nearly 50% improvement over conventional lithium battery models [2][4]. - The vehicle is equipped with a 2L solid-state hydrogen storage tank, capable of holding 110g of hydrogen, which contributes to its extended range and efficiency [4]. Group 2: Market Impact - The first batch of 1,000 hydrogen-powered shared scooters has been operational in the Wenjiang District for over five months, serving nearly 500,000 residents and accumulating over 1.51 million kilometers of safe travel [4]. - The operational reliability is highlighted by a low failure rate of only 2‰, even under adverse weather conditions, establishing the product as a trusted zero-carbon transportation option for local residents [4]. Group 3: Technological Advancements - The hydrogen fuel cell stack developed by Hydrogen Navigation Technology features high power density and compact size, making it suitable for integration with solid-state hydrogen tanks, thus enhancing efficiency and reducing costs [4]. - The design separates the lithium battery from the hydrogen fuel cell, adding an extra layer of safety to the vehicle's operation [4].

Core Viewpoint - The article highlights the successful hosting of the "Yangzhou Guangling Hydrogen Energy Development Exchange Conference and Jiangsu Yuke Energy New Product Launch" by Jiangsu Yuke Energy Technology Co., showcasing the importance of hydrogen energy as a clean and sustainable energy source and its role in regional economic development [2][4]. Group 1: Event Overview - The conference gathered over 100 participants, including government officials, industry experts, and investment institutions, to share technological achievements and explore new paths for hydrogen energy industry development [2]. - The event emphasized the collaboration between government and enterprises to promote the hydrogen energy industry cluster, signaling strong local government support [4]. Group 2: Company Innovations - Jiangsu Yuke Energy introduced five innovative testing platforms aimed at addressing core pain points in hydrogen energy research and large-scale production, generating significant interest among attendees [8]. - The new platforms include: - Fully automated fuel cell membrane electrode testing platform, enhancing testing efficiency and precision [10]. - Self-supplying fuel cell membrane electrode testing platform, simplifying equipment requirements [10]. - High-precision fuel cell membrane electrode testing platform, providing robust data support for research and product development [10]. - Multi-channel air-cooled fuel cell testing platform, enabling simultaneous testing across multiple channels [10]. - Multi-channel electrolysis hydrogen production testing platform, accelerating green hydrogen technology validation [10]. Group 3: Expert Insights - Experts at the conference reached a consensus on the importance of technological innovation and policy support as a "dual driving force" for the hydrogen energy sector [13]. - The establishment of a comprehensive testing and evaluation system, along with strict safety standards, is crucial for supporting innovation and ensuring market competitiveness [13]. Group 4: Regional Impact - The conference is seen as a significant event for building a high-end ecological platform that fosters deep collaboration among government, industry, academia, and investment sectors [17]. - The successful launch of key equipment enhances industry technical benchmarks and testing capabilities, contributing to the development of Yangzhou Guangling as a "hydrogen energy industry highland" [17].