Core Insights - Inner Mongolia is launching its first hydrogen energy shared transportation demonstration project, utilizing solid-state hydrogen storage technology and low-pressure hydrogen systems, improving energy efficiency by 35% and reducing safety risks and costs [1] - The region aims to establish itself as a national leader in green hydrogen production, equipment manufacturing, and diverse applications, as part of its broader energy transition strategy [1][4] Hydrogen Production and Infrastructure - Inner Mongolia has built seven integrated wind-solar hydrogen production projects with an annual hydrogen production capacity of 60,000 tons, leading the nation with 5,100 tons of green hydrogen produced from January to August this year [2] - The region is developing a provincial-level green hydrogen pipeline plan, with ongoing construction of pipelines connecting various cities to enhance hydrogen transport [3] Equipment Manufacturing and Technological Innovation - Key cities like Hohhot, Baotou, Ordos, and Wuhai are focusing on hydrogen equipment manufacturing, with specific bases for research and production of hydrogen storage and fuel cells [2] - The Ordos New Energy Research Institute is advancing research in high-performance alkaline electrolysis membranes, contributing to over 30 technological innovations in hydrogen energy [3] Future Development Goals - By the end of 2025, Inner Mongolia aims to form a leading hydrogen energy industry cluster encompassing production, storage, transportation, and application [4]

Core Insights - Inner Mongolia is developing a hydrogen energy sharing transportation demonstration project, marking a significant step in the green hydrogen industry chain development [1] - The region has established seven integrated wind-solar hydrogen production projects, with an annual hydrogen production capacity of 60,000 tons, leading the nation with 5,100 tons of green hydrogen produced from January to August this year [2][3] - Inner Mongolia aims to create a leading hydrogen energy industry cluster by the end of 2025, focusing on the entire hydrogen production, storage, transportation, and application chain [4] Group 1: Hydrogen Energy Development - The "Hydrogen Egg" shared transportation system utilizes proprietary solid-state hydrogen storage technology, improving energy efficiency by 35% and reducing safety risks and costs [1] - The region is leveraging its abundant wind and solar resources to promote green hydrogen as a key measure for energy transition and new production capacity cultivation [1][2] Group 2: Infrastructure and Production Capacity - A provincial planning for green hydrogen pipelines has been introduced, with several pipeline projects already under construction or approved [3] - The hydrogen production facility in Inner Mongolia has achieved a purity of 99.999% for green hydrogen, and there are ongoing efforts to blend green hydrogen with natural gas for industrial energy supply [2] Group 3: Technological Innovation - Inner Mongolia is focusing on technological innovation in the hydrogen sector, with research institutions developing high-performance alkaline electrolysis membranes and other technologies [3] - The region's research institute has produced over 30 research outcomes in its first year, contributing to the advancement of hydrogen technology [3]

Core Viewpoint - The introduction of hydrogen-powered shared transportation in Ordos City, Inner Mongolia, marks a significant step in the development of the hydrogen energy industry, showcasing innovative technology and enhancing public engagement with clean energy solutions [1][3]. Group 1: Hydrogen Energy Development - Inner Mongolia has established the first hydrogen energy shared transportation demonstration project, utilizing proprietary solid-state hydrogen storage technology, which improves energy efficiency by 35% and reduces safety risks and costs [1][3]. - The region aims to become a national leader in green hydrogen production, equipment manufacturing, and diverse applications, supported by a comprehensive action plan for the green hydrogen industry [3][5]. Group 2: Production and Infrastructure - As of now, Inner Mongolia has built seven integrated wind-solar hydrogen production projects with a total hydrogen production capacity of 60,000 tons per year, leading the nation with a production of 5,100 tons from January to August this year [5][6]. - The region is developing hydrogen equipment manufacturing bases in key cities, including Hohhot, Baotou, Ordos, and Wuhai, focusing on various aspects of hydrogen production and transportation [5][6]. Group 3: Technological Innovation and Future Outlook - Inner Mongolia is prioritizing technological innovation in the hydrogen sector, with research initiatives aimed at enhancing hydrogen production technologies and achieving significant advancements in the field [6]. - By the end of 2025, Inner Mongolia plans to establish a leading hydrogen energy industry cluster that integrates production, storage, transportation, and application [6].

Core Viewpoint - The article highlights the advancements and market positioning of Suzhou Zhqing Boci Technology Co., Ltd. in the field of anion exchange membranes (AEM) for green hydrogen production, emphasizing its innovative technology and cost advantages in the industry [2][11]. Group 1: Company Overview - Suzhou Zhqing Boci Technology Co., Ltd. focuses on the research and industrialization of AEM, having been established in June 2023 and recently completed a strategic angel round financing [4]. - The company has achieved stable production of resin and has developed multiple core patents related to AEM [4]. Group 2: Product Development - Zhqing Boci has developed a diverse product matrix of AEM, including homogeneous membranes, enhanced membranes, and hydrogen-blocking membranes, with excellent performance in ion conductivity, dimensional stability, and mechanical strength [4]. - The 80μm homogeneous membrane (HePM-80) has demonstrated outstanding electrochemical performance and voltage stability, surpassing domestic competitors and matching international standards [4]. Group 3: Cost Efficiency - The cost of the membrane material has been controlled to below 900 yuan per square meter, with further cost reduction potential [8]. - The 60μm homogeneous membrane is priced at 3980 yuan per square meter, significantly lower than competitors while maintaining high performance [6]. Group 4: Research and Innovation - The company is advancing technology innovation, achieving laboratory preparation of 2D/3D branched structure AEM, which improves conductivity by approximately 30% [8]. - Zhqing Boci is also exploring the development of bio-based materials, focusing on chitosan-based functional AEM, which is environmentally friendly and cost-effective [8]. Group 5: Strategic Positioning - The company has established a comprehensive AI research and development platform that integrates basic research, technology validation, and industrial transformation [9]. - Zhqing Boci aims to become the market leader in China for resin and membrane products by 2026 and to achieve global leadership by 2027 [11].

Core Viewpoint - The report highlights the rapid growth and development of China's green hydrogen market during the "14th Five-Year Plan" period, with significant increases in production capacity and a shift towards large-scale projects [4][26]. Group 1: Policy - During the first half of 2025, approximately 200 hydrogen-related policies were issued in China, with 35 at the national level [9]. - The national level has achieved its hydrogen production targets for 2025, with regions like Inner Mongolia and Xinjiang exceeding their planned capacities [10][12]. - Local policies have surged since 2022, with significant announcements from provinces such as Zhejiang and Guangdong in the first half of 2025 [9]. Group 2: Project Development - From January to July 2025, China added 154 new green hydrogen projects, bringing the total to 1,106 projects, with a potential production capacity of 17.58 million tons per year [14]. - The characteristics of new projects include low startup rates (under 30%), a predominance of alkaline (ALK) technology, and a significant involvement of state-owned enterprises [15]. - Major projects expected to be completed in 2025 include large-scale renewable energy hydrogen production facilities [27]. Group 3: Market Dynamics - The green hydrogen production capacity in China is projected to exceed 230,000 tons per year by the end of 2025, marking a new phase in industry development [4][26]. - The demand for hydrogen production equipment is expected to reach approximately 3.5 GW by 2025, indicating a growing market for related technologies [27]. - The market for hydrogen production equipment is currently undergoing a "reshuffling" phase, with a notable decline in investment activity [23][24]. Group 4: Future Outlook - 2025 is identified as a critical year for the development of China's green hydrogen industry, with the country leading globally in renewable energy hydrogen production [26]. - The report emphasizes the need for enhanced policy guidance, technological innovation, and expanded application scenarios to support industry growth [27].

Core Viewpoint - The article emphasizes the significance of composite membranes in the green hydrogen industry, highlighting the successful testing of the Zirmbrane® 3D composite membrane technology, which marks a new era in domestic membrane technology [2][6]. Group 1: Composite Membrane Technology - The Zirmbrane® 3D composite membrane has achieved successful initial testing in alkaline electrolysis, demonstrating a hydrogen production capacity of 1000 Nm³/h with energy consumption as low as 4.3 kWh/Nm³ under specific conditions [2]. - The membrane's unique porous structure and permanent hydrophilicity provide excellent low energy consumption and gas separation performance, essential for efficient energy conversion [2][9]. - The traditional composite membrane, while reliable, has limitations in terms of compressive strength and abrasion resistance, which can affect its lifespan and gas tightness if not properly designed [5][6]. Group 2: Innovations in Membrane Design - The Zirmbrane® 3D series features a "nest" style three-dimensional interwoven structure, which significantly enhances performance and sets a new benchmark for domestic composite membranes [6][9]. - The new membrane design allows for a thickness reduction of up to 40% and a wear rate that is only 30% of that of conventional membranes, improving durability and reliability [9]. - The Zirmbrane® 3D membrane maintains high bubble point pressure and low internal resistance, with a surface resistance of less than 0.28 Ω·cm² in a 30wt.% KOH solution, comparable to traditional membranes [9]. Group 3: Future Outlook - The advancements in the Zirmbrane® 3D composite membrane technology are expected to lead to lower energy consumption and costs, propelling the alkaline electrolysis hydrogen production technology to new heights [9]. - The article concludes that the innovation in membrane materials will support the green hydrogen industry in achieving greater efficiency and safety, contributing to global carbon neutrality goals [9].

Core Viewpoint - The article highlights the 2025 TrendBank Green Hydrogen Industry Conference held in Wuxi, Jiangsu, focusing on recognizing and awarding companies that contribute to the advancement of the green hydrogen industry in China [3][14]. Awards Summary - The conference awarded several key prizes, including: - 2025 Green Hydrogen Industry Pioneer Award - 2025 Green Hydrogen Market Leadership Award - 2025 Green Hydrogen Potential New Star Award - 2025 Green Hydrogen Application Demonstration Award - 2025 Green Hydrogen Technology Breakthrough Award [5][11]. Award Winners - **2025 Green Hydrogen Industry Pioneer Award** winners include: - Sichuan Yalian Hydrogen Energy Technology Co., Ltd. - Qihydrogen (Shanghai) New Energy Technology Co., Ltd. - Shenzhen Hewei Electric Co., Ltd. - Jiangsu Shuangliang Hydrogen Energy Technology Co., Ltd. - Ningbo Zhongke Hydrogen Easy Membrane Technology Co., Ltd. [7]. - **2025 Green Hydrogen Market Leadership Award** winners include: - China Shipbuilding (Handan) Pairui Hydrogen Energy Technology Co., Ltd. - Shandong Saikesaisi Hydrogen Energy Co., Ltd. - SANY Hydrogen Energy Co., Ltd. - Jiangsu Hydrogen Guide Intelligent Equipment Co., Ltd. [9]. - **2025 Green Hydrogen Potential New Star Award** winners include: - Wuxi Tianrong New Energy Technology Co., Ltd. - Suzhou Zhiqing Boci Technology Co., Ltd. [10]. - **2025 Green Hydrogen Application Demonstration Award** winners include: - China Materials Technology (Suzhou) Co., Ltd. - Changchun Green Motion Hydrogen Energy Technology Co., Ltd. [11]. - **2025 Green Hydrogen Technology Breakthrough Award** winners include: - Zhejiang Haiyan Liyuan Environmental Protection Technology Co., Ltd. - Wuxi Weifu High Technology Group Co., Ltd. [11].

Core Insights - Company reported a significant increase in revenue and profit for the first half of 2025, with operating income reaching 134 million yuan, a year-on-year growth of 26.42%, and a net profit attributable to shareholders of 2.797 million yuan [1] - The company achieved a remarkable growth in its thermal and nuclear power segments, with combined revenue of 120 million yuan, reflecting a year-on-year increase of 193.40% [2] - The company is actively expanding its hydrogen energy business, showcasing key technological breakthroughs in alkaline electrolyzers and composite membranes, which are expected to enhance the efficiency and cost-effectiveness of green hydrogen production [4][5] Financial Performance - The company achieved an operating income of 134 million yuan, a 26.42% increase compared to the previous year [1] - The net profit attributable to shareholders was 2.797 million yuan, with a significant improvement in cash flow from operating activities, amounting to 20.7439 million yuan [1] - The gross profit margin for the first half of 2025 was 18.73%, an increase of 11.49 percentage points year-on-year, indicating enhanced profitability [1] Business Segments - The thermal and nuclear power sectors generated a combined revenue of 120 million yuan, with thermal power revenue at 87.49 million yuan (up 114.36%) and nuclear power revenue at 32.91 million yuan [2] - The industrial water treatment segment achieved revenue of 12.17 million yuan, reflecting the company's efforts to diversify its offerings beyond the power sector [3] Market Position and Strategy - The company has established a strong market presence in the water treatment systems for thermal and nuclear power plants, evidenced by contracts worth 46.86 million yuan signed with major energy groups [2] - The company is also expanding into non-power sectors such as metallurgy and chemicals, aiming to build a comprehensive product system and competitive edge [3] - The company is focusing on international expansion, participating in global exhibitions to showcase its fuel cell products and hydrogen technology breakthroughs [5] Technological Advancements - The company has made significant advancements in hydrogen energy technology, including the development of a first-generation alkaline electrolyzer and a third-generation PPS composite membrane, which enhance performance and reduce costs [4] - The new alkaline electrolyzer is designed to address traditional challenges in electrolysis, improving temperature control and extending the lifespan of the equipment [4]

Core Viewpoint - The article highlights the significant advancements in China's green hydrogen industry, particularly focusing on the launch of the third-generation PPS composite membrane and the square alkaline electrolyzer by Liyuan Technology, marking a new era of domestic production capabilities in core materials for green hydrogen production [2][6][14]. Group 1: Third-Generation PPS Composite Membrane - The third-generation PPS composite membrane developed by Liyuan Technology is a breakthrough in domestic production, significantly reducing material costs while matching the performance of international products like AGFA [6][9]. - The membrane features three core advantages: excellent barrier properties for high-purity hydrogen production, significantly lower ionic resistance to reduce energy consumption, and high stability in alkaline environments [7][9]. - Key performance metrics of the membrane include a thickness of 480um, a bubble point pressure of 3.4 bar, and a tensile strength of 26.0 MPa [8]. Group 2: Square Alkaline Electrolyzer - The transition from traditional round electrolyzers to square alkaline electrolyzers represents a critical shift in the hydrogen production industry, with square designs offering advantages such as reduced footprint, faster load response, and lower lifecycle costs [10][12]. - The HYPSR ALK-50 square alkaline electrolyzer has a hydrogen production capacity of 50 Nm3/h, operates at pressures between 1.0-1.6 MPa, and achieves hydrogen purity of 99.8% [13]. - Liyuan Technology's innovations in the square electrolyzer design address traditional issues such as uneven alkali distribution and gas accumulation, enhancing operational efficiency and extending the lifespan of the equipment [12][14]. Group 3: Industry Impact and Future Outlook - Liyuan Technology's advancements in both the composite membrane and electrolyzer technology signify a comprehensive breakthrough from materials to equipment, providing high-cost performance solutions for the green hydrogen industry [14]. - The company aims to continue its focus on hydrogen technology research and industrial manufacturing, collaborating with industry partners to shape a cleaner and more efficient energy future [14].

Group 1 - Ningbo Membrane Intelligence Information Technology Co., Ltd. is the only registered entity and payment account for TrendBank [1] - The 2025 TrendBank Green Hydrogen Industry Conference will be held on August 27-28 in Wuxi, Jiangsu [1] - A countdown of 2 days is announced for the launch of new products from Liyuan Technology, including the third-generation PPS composite membrane and square electrolyzer [2] Group 2 - The product launch event for Liyuan Technology is set to begin on August 27, 2025, with more exciting content available in the TrendBank Energy Chain live broadcast room [4] - Various companies such as Kunhua Technology, Zhongding Hengsheng, and others are featured in the video and graphic versions of the event [5] - Subscription is available for the "Monthly Analysis Report on China's Hydrogen Energy and Fuel Cell Industry" through TrendBank Research [9]