Core Viewpoint - The integrated wind-solar hydrogen production project in Tongku County, Inner Mongolia, represents a significant investment of 3.017 billion yuan, aiming to enhance the renewable energy industry chain and promote the development of the Ulan Buh New Energy Base [2][4]. Project Overview - The project is constructed by Tongku Shanyao Hydrogen Energy New Energy Co., Ltd., featuring a renewable energy side with 300,000 kW of wind power and 200,000 kW of solar power, expected to generate an annual electricity output of 1.196 billion kWh, with 102 million kWh for grid connection [3][4]. - The hydrogen production side will include 44 alkaline electrolyzers with a capacity of 1000 Nm³/h each and 8 hydrogen storage spheres of 2000 m³, targeting an annual hydrogen production of 20,000 tons, which will be consumed by chemical enterprises in Wuhai City [3][4]. Strategic Importance - This project is crucial for improving the renewable energy consumption capacity in Tongku County and is an important attempt to extend, supplement, and strengthen the existing renewable energy industry chain, contributing to energy security and the strategic development of the Ulan Buh New Energy Base [4]. Project Progress - The project has seen several key milestones, including the public announcement of the EPC engineering general contracting bid results on August 29, 2025, with China Power Construction Group Nuclear Power Engineering Co., Ltd. as the winning bidder [5]. - The EPC tender was initiated on July 18, 2025 [6]. - The groundbreaking ceremony for the project took place on April 9, 2025 [7]. - The hydrogen production portion of the project received approval on January 14, 2025 [8]. - The Inner Mongolia Energy Bureau approved the implementation of the project on October 24, 2024 [9].

Group 1 - The core viewpoint of the news is that Inner Mongolia's energy major projects have accelerated, with significant investment growth in the first half of the year [1] - In the first half of the year, the total investment in major energy projects reached 165.8 billion yuan, a year-on-year increase of 39%, accounting for 52% of the annual planned investment [1][2] Group 2 - In the coal sector, two coal mining areas received approval from the National Development and Reform Commission, with two coal mines under construction and a total capacity of 16 million tons per year [2] - One coal mine has been completed and put into production with a capacity of 1.5 million tons per year, and 13 coal capacity reserve projects have been approved by the National Energy Administration [2] - The intelligent coal mine capacity accounts for 89% of the total coal production capacity [2] Group 3 - In terms of electricity infrastructure, the Mengxi to Beijing-Tianjin-Hebei ultra-high voltage corridor has been approved, and the "seven horizontal and one vertical" main grid of the Mengdong power grid has been successfully completed [2] - A total of 580 remote farming and pastoral households have started electrification projects [2] Group 4 - In the green hydrogen industry, nine policies to promote green hydrogen project construction and consumption have been introduced, extending the policy for 40% of wind and solar hydrogen project grid connection until 2027 [2] - The Datang Duolun hydrogen production project has been put into operation, successfully integrating green hydrogen with coal chemical applications [2] Group 5 - In the energy storage industry, a compensation policy for independent new energy storage power stations has been introduced, stabilizing investment return expectations for enterprises [2] - As of the end of June, grid companies have paid a total of 16.6 million yuan in compensation to nine independent new energy storage power stations, promoting the construction of 34 new energy storage projects with an installed capacity of 14.8 million kilowatts [2]

Group 1: Energy Investment Growth - In the first half of 2025, Inner Mongolia's energy major project investment reached 165.8 billion yuan, a year-on-year increase of 39%, accounting for 52% of the annual planned investment [1] - The progress in coal projects includes the approval of two coal mine area plans, the commencement of two coal mines with a total capacity of 16 million tons per year, and the completion of one coal mine with a capacity of 1.5 million tons per year [1] - Smart coal mines account for 89% of the total coal production capacity in operation [1] Group 2: Power Infrastructure Development - The ±800 kV UHVDC transmission project from Inner Mongolia to Beijing-Tianjin-Hebei has been approved, with 29 cross-municipality power grid projects approved in the first half of the year [1] - Ten 500 kV power grid projects were put into operation, and 43 projects are under construction [1] - The project to electrify 580 remote farming and pastoral households has commenced, with the overall progress of Inner Mongolia Power Group's projects at 58% [1] Group 3: Green Hydrogen Initiatives - Inner Mongolia has introduced nine policies to promote green hydrogen project construction and consumption, extending the 40% online electricity ratio policy for wind-solar hydrogen projects until 2027 [2] - The 150,000 kW integrated wind-solar hydrogen demonstration project by Datang Duolun has been put into operation, facilitating the coupling of green hydrogen with coal chemical applications [2] - The construction of the hydrogen long-distance pipeline from Damao Banner to Baotou City has begun, and the demonstration project for hydrogen transportation from Ulanqab City to the Beijing-Tianjin-Hebei region has been approved [2] Group 4: Energy Storage Development - Inner Mongolia has implemented compensation policies for independent new energy storage power stations, stabilizing investment return expectations for enterprises [2] - By the end of June, grid companies had paid a total of 16.6 million yuan in compensation to nine independent new energy storage power stations [2] - A total of 34 new energy storage projects with an installed capacity of approximately 14.8 million kW have commenced construction in the first half of the year [2]