Core Viewpoint - The article emphasizes the upcoming development boom in the hydrogen energy sector, driven by new policies and pilot projects outlined by the National Energy Administration, focusing on green power and green chemicals as core areas for hydrogen development [2][3][4]. Policy Interpretation - **Support Policy 1**: Project pilots will promote advanced hydrogen technologies and key equipment, ensuring clear commercial models and significant carbon reduction effects. Central government funding for smart grid projects is approximately 960 million yuan, which can include hydrogen power projects [6]. - **Support Policy 2**: Encourages renewable energy consumption and hydrogen production during low electricity demand periods, aiming to reduce hydrogen production costs and improve energy efficiency [7]. - **Support Policy 3**: Local energy departments will enhance support for pilot projects, addressing cost management and safety, and promoting the replication of successful models [8]. - **Support Policy 4**: Eligible projects will receive priority for long-term loans and support for major technological equipment, facilitating the establishment of industry standards [9]. - **Support Policy 5**: The National Energy Administration will coordinate major issues faced by pilot projects, ensuring they are included in significant engineering project databases [10]. Pilot Directions - **Hydrogen Production**: Focus on large-scale hydrogen production using renewable energy sources, with specific requirements for electrolyzer capacity and operational flexibility [12][13][15]. - **Hydrogen Storage and Transportation**: Emphasizes the need for efficient long-distance hydrogen transport through pipelines and liquid hydrogen, with specific capacity requirements for transport vehicles and storage projects [16][18]. - **Hydrogen Applications**: Highlights the role of hydrogen in green chemical processes and energy supply, with specific targets for renewable hydrogen production and integration into existing energy systems [20][21][23][24]. Common Support - **Hydrogen Verification Platforms**: Establishes platforms for testing hydrogen equipment and quality management, supporting the development of industry standards [26][27]. - **Low-Carbon Transition Trials**: Focuses on integrating renewable hydrogen production and storage in various industrial applications, aiming for over 80% clean energy consumption in targeted areas [28].

Core Viewpoint - The article emphasizes the comprehensive analysis of PEM hydrogen production technology, covering its industrial chain, technological advancements, cost structure, and market potential, providing strategic insights for industry stakeholders [2][4]. Group 1: Industry Overview - The number of domestic enterprises involved in the PEM hydrogen production technology industry chain has exceeded one hundred [5]. - The proportion of PEM route projects disclosed for water electrolysis hydrogen production is relatively small, accounting for approximately 8% as of 2024 [4]. - The average bidding price for PEM electrolyzers dropped to about 3300 yuan/kW in the first quarter of 2025 [4]. Group 2: Technological Insights - The report compares four types of water electrolysis hydrogen production technologies, highlighting the principles of PEM electrolysis [11]. - "ALK+PEM" has emerged as a new trend in green hydrogen project applications [6]. Group 3: Application and Market Analysis - PEM hydrogen production technology has significant applications in the transportation sector, with a considerable number of projects and scale [8]. - The report analyzes the economic viability and development potential of various application scenarios, including hydrogen storage, green hydrogen chemical production, and hydrogen agriculture [2].

Core Viewpoint - TrendBank is a leading industry research and data company in China, focusing on providing data, research, consulting, and conference services to support business development and decision-making [14]. Group 1: Events and Conferences - The 2025 TrendBank Long-term Energy Storage Industry Conference will be held on July 2-3 in Yinchuan, Ningxia [3]. - The conference aims to recognize companies that contribute to the advancement of China's long-term energy storage industry by awarding them for their courage, determination, and commitment to product and technology [5]. - The awards will be given to companies that align with the values of the green hydrogen industry and have outstanding performance indicators [6]. Group 2: Award Categories and Selection Process - Award categories include Potential City, Zero Carbon Industrial Park, Industrial Technology Strength, Industrial Product Strength, Industrial Market Strength, and Emerging Industry Award [6]. - The selection process involves online registration by companies, collection of relevant information, determination of winners by the organizing committee, and the creation of awards [8]. - Each company can apply for a maximum of two awards [9].

"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 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（7月16-17日，江苏·无锡） 点此报名 重要会议： 2025势银（银川）长时储能产业大会（7月2日-3日，宁夏·银川） 点此报名 添加文末微信，加 长时储能 群 在 银川市兴庆区政府 、 苏银产业园 指导下， 势银（TrendBank） 将联合 上海电气储能科技有限 公司 于 7月2日-3日 在银川兴庆区 银川立达深杭国际酒店 （地址：银川市兴庆区清和南街1471 号）举办 【2025势银（银川）长时储能产业大会】 ，聚焦液流电池、压缩空气储能、氢储能等前 沿技术，邀请产业链上下游共话未来。会上，势银（TrendBank）还将联合 杭州储能行业协会 免费 发布 《2025势银长时储能产业发展蓝皮书》 。 目前，大会首批8家确认演讲（排序不分先后）： 议程（持续更新） | 2025势银（银川）长时储能产业大会 | | | --- | --- | | 7.2下午 开幕式(长时储能商业化应用专场) | | ...

Core Viewpoint - The article emphasizes the strategic importance of green methanol as a key solution for decarbonizing the shipping industry, highlighting its potential despite existing challenges in cost, competition, and supply chain [3][5]. Group 1: Industry Events and Trends - The International Maritime Organization (IMO) aims for a 40% reduction in carbon emissions from the shipping industry by 2030 compared to 2008 levels, and a 30% reduction by 2040 [2]. - 2025 is identified as a critical year for the large-scale delivery of alternative fuel vessels, with 285 new dual-fuel ships planned for delivery, marking a 48% increase from 2024 [2]. - The market for methanol-powered vessels is expected to grow significantly, with 39 out of 120 new container ships projected to be methanol-powered in 2025, representing 32.5% of the total [2]. Group 2: Green Methanol Market Potential - Green methanol is primarily used as fuel, chemical feedstock, and as a hydrogen storage medium, with the shipping industry being its main market [3]. - The shipping sector accounts for 80% of global trade, and current reliance on diesel and gasoline contributes to 3% of global greenhouse gas emissions [3]. - The cost of bio-methanol is currently around $820 per ton, which is 3-5 times higher than conventional methanol, posing a significant barrier to widespread adoption [3]. Group 3: Challenges and Future Outlook - The competition from LNG remains strong, particularly in the automotive and tanker sectors, with major companies showing caution in their fuel choices [4]. - There is a significant supply-demand gap for green methanol in the shipping sector, indicating the growing pains of an emerging industry [5]. - Despite the challenges, green methanol is expected to reach a tipping point for large-scale application around 2030, driven by technological advancements and policy incentives [5].

Core Viewpoint - Ningxia is rapidly developing into a national hub for hydrogen and energy storage industries, showcasing significant achievements in renewable energy and green hydrogen production [2][4][19]. Group 1: Renewable Energy Development - In 2024, Ningxia added over 5 million kilowatts of new renewable energy capacity, reaching a total installed capacity of 41.32 million kilowatts, accounting for 55% of the region's power generation [2]. - The region has maintained a renewable energy utilization rate of over 96% for several consecutive years, ranking first in Northwest China [2]. Group 2: Hydrogen Production - Ningxia's green hydrogen production capacity reached 28,000 tons per year in 2024, making it the second-largest hydrogen production province in China [2][5]. - The region's hydrogen production is supported by abundant solar resources, ranking third nationally, which facilitates the generation of clean energy for hydrogen production [5]. Group 3: Policy Support - The local government has implemented a comprehensive support system for the hydrogen industry, including the "Hydrogen Energy Industry Development Plan (2021-2025)" which aims for renewable energy hydrogen production capacity to exceed 80,000 tons by 2025 [6][9]. - Various government reports emphasize the development of hydrogen energy industrial clusters and the promotion of key projects in the region [6][7]. Group 4: Industrial Cluster Development - The Su-Yin Industrial Park is home to leading projects such as Baofeng Battery Storage and New Hydrogen Power Solid Hydrogen Storage, forming a trillion-level clean energy industrial cluster [11]. - The National Energy Group's Ningdong project has achieved a full-process integration of green hydrogen production, storage, transportation, and utilization [11]. Group 5: Technological Innovation - Collaborative efforts between universities and enterprises in Ningxia are driving technological advancements in hydrogen production and materials [12]. - The establishment of research institutes focused on supercritical water hydrogen production and hydrogen material development is enhancing the region's innovation capabilities [12]. Group 6: Infrastructure Development - The Ningdong Yongan Hydrogen Production Plant is developing a hydrogen transportation network, with plans to build over five hydrogen refueling stations by 2025 [14]. - The Su-Yin Industrial Park is diversifying its energy storage technologies, including electrochemical storage and hydrogen storage [14]. Group 7: Market Demand - The demand for hydrogen is driven by the low-carbon transformation in industries such as metallurgy and construction, with significant potential for hydrogen substitution in the Ningdong coal chemical base [15]. - As a national demonstration city for hydrogen fuel cell vehicles, Ningdong is expanding hydrogen applications into public transport and logistics [15]. Group 8: Future Outlook - By 2025, the hydrogen and energy storage industries in Yinchuan are expected to accelerate development, with multiple significant projects and investments underway [17]. - Yinchuan aims to become a national benchmark for green hydrogen and long-duration energy storage technologies, leveraging its resource advantages and policy support [18][19].

Core Viewpoint - The article highlights the successful delivery and operation of hydrogen-powered sanitation vehicles in Liu'an City, Anhui Province, showcasing advancements in hydrogen energy applications and their environmental benefits [3][5][9]. Group 1: Hydrogen Vehicle Delivery - The second batch of hydrogen sanitation vehicles was officially delivered for operation in Liu'an City, marking a significant step in the local hydrogen energy industry [3]. - The vehicles are developed in collaboration between Mingtian Hydrogen Energy and Fulongma Group, focusing on creating practical applications for hydrogen energy in sanitation [5]. Group 2: Vehicle Specifications and Performance - The delivered vehicles are 18-ton hydrogen-powered sanitation sweepers equipped with a self-developed 101kW high-performance fuel cell system, capable of quick starts in temperatures as low as -30°C and a single range exceeding 400 kilometers [7]. - The vehicles feature a three-mode collaborative operation for sweeping, washing, and suction, with a maximum cleaning capacity of 70,000 square meters per hour and a cleanliness rate of over 95% [7]. Group 3: Environmental Impact and Efficiency - Since the launch of the first hydrogen sanitation demonstration application in April 2023, the vehicles have accumulated over 40,000 kilometers of operation, resulting in a carbon reduction of over 100 tons, equivalent to planting 100 acres of forest [9]. - The energy conversion efficiency of these hydrogen vehicles reaches 60%, significantly outperforming traditional fuel and electric sanitation vehicles, especially in low-temperature conditions [9].

Core Viewpoint - The sustainable aviation fuel (SAF) industry in China is rapidly developing through pilot policies, standard system improvements, and collaborative industrial ecosystems [2][3]. Group 1: Industry Development - China National Aviation Fuel (CNAF) initiated its SAF refueling plan in 2022, with the first phase (September-December 2024) involving 12 flights from four airports, with an estimated refueling volume of approximately 0.4 million tons [2]. - The second phase (March 19 - June 30, 2025) will see all domestic flights at these airports using a 1% SAF blend, with an expected volume of 0.8 million tons [2]. - The third phase, starting in July 2025, will expand to eight airports nationwide, with an anticipated refueling volume of about 3 million tons [2]. Group 2: Project Statistics - As of March 31, 2025, there are 64 SAF projects in China, with a total potential capacity of 9.94 million tons per year [3]. - The potential capacity is primarily concentrated in Guangdong, Jiangsu, Henan, Sichuan, and Shandong provinces, driven by raw material availability, industrial foundation, policy support, and market demand [3]. Group 3: Challenges and Opportunities - Currently, only 10% of planned projects have been completed, with a total capacity of 0.996 million tons per year, due to the absence of a definitive carbon neutrality goal for the aviation industry and a lack of mandatory SAF usage requirements [6]. - The global demand for SAF is mainly in the EU, US, and UK, and the lack of dedicated export codes for SAF presents uncertainties for international trade [6]. - In April 2023, the Ministry of Commerce approved the export of bio-aviation fuel from Lianyungang, marking a significant step in opening international export channels for China's SAF industry, which is expected to enhance export volumes by 2025 [6].

"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 势银研究： 势银产业研究服务 势银数据： 势银数据产品服务 重要会议： 2025势银（银川）长时储能产业大会（7月2日-3日，宁夏·银川） 点此报名 添加文末微信，加 燃料电池 群 访问戈尔专家，一同探讨交通运输行业的无碳化 到2050年，年度货运卡车里程数预期还会大幅增长，这使得其它低碳能源的开发及商业化应用刻不 容缓。 燃料电池电堆制造商面临的挑战 氢燃料能够以更小的重量储存更多的能量，因而非常适合大型运输。燃料电池电堆的功率可通过增 加额外的燃料电池来提高，而重量却不会增加太多，从而可进一步提升商业氢能车队的运载能力。 氢能卡车已经展现出一定的竞争优势，其燃料加注速度甚至比传统内燃机更快。 2025年，交通运输体系的绿色低碳转型成为政策焦点之一，是推动高质量发展的重要抓手。在"双 碳"目标与国七排放标准升级的双重驱动下，氢燃料电池技术被列为重型车辆零碳转型的重要路 径。 美国戈尔的GORE-SELECT ® 质子交换膜 凭借其高效能、耐久性等特性，将推动氢燃料电池的应 用发展，成为重型车辆行业绿色转型的"核心引擎"。 重 ...

Core Viewpoint - The article emphasizes the urgent need for long-duration energy storage solutions in China to support the transition to a renewable energy system, highlighting the limitations of current short-duration storage technologies and the growing importance of long-duration storage for stabilizing power supply [2][5]. Group 1: Research Background and Purpose - The research is driven by the global climate change response, with China advancing energy transition and aiming to build a renewable energy-based system. In 2024, renewable energy generation in China reached 3.46 trillion kWh, accounting for approximately 35% of total generation, but the average storage duration of new storage projects was only 2.3 hours, with only 15.4% having a duration of 4 hours or more [2][3]. - Long-duration storage is essential for cross-day, cross-month, and even cross-season energy storage and release, which is crucial for stabilizing the power system amid increasing renewable energy generation [2][5]. Group 2: Policy Promotion - In August 2021, the National Development and Reform Commission and the Energy Administration issued a notice encouraging renewable energy companies to build or purchase peak-shaving capabilities, mandating that new renewable energy projects must have over 4 hours of peak-shaving capacity, thus stimulating market demand for long-duration storage [3]. - The 2024 government work report included new energy storage for the first time, indicating the government's strong emphasis on the storage industry, particularly long-duration storage [3]. Group 3: Technology Development - Pumped storage is currently the most mature technology, known for its large capacity and long discharge time, but it is limited by geographical conditions. New technologies such as flow batteries, compressed air storage, hydrogen storage, and molten salt thermal storage are gaining attention and developing diversely [4]. - As of the end of 2024, the installed capacity of flow battery storage in China reached 1.8 GWh, with future plans exceeding 15 GWh. Compressed air storage projects in Shandong and Hubei have begun operations, with a 300 MW advanced compressed air storage demonstration project completed in Feicheng, Shandong [4]. Group 4: Challenges in Long-Duration Storage - Despite progress, challenges remain, including the need for breakthroughs in key technologies like hydrogen storage, high costs, insufficient project construction experience, and unclear market mechanisms affecting investment returns [5]. - The industry chain is not yet mature, with issues in component supply and equipment manufacturing, leading to high costs and inconsistent quality [5]. Group 5: Blue Paper Overview - The "2025 TrendBank Long-Duration Energy Storage Industry Development Blue Paper" will be released during the 2025 Long-Duration Energy Storage Industry Conference, providing comprehensive analysis and recommendations for enterprises, investors, policymakers, and industry practitioners [2][6].