Core Insights - The hydrogen energy sector is transitioning from a speculative phase to a more pragmatic approach, focusing on tangible energy solutions rather than mere narratives [1] - Despite a perceived slowdown, the industry is witnessing significant developments, including a projected production of 36.5 million tons of hydrogen in China by 2024, making it the largest producer globally [1] - The number of green hydrogen projects in China is increasing, with 690 projects planned by April 2025, including 125 under construction and 63 operational [1] - Over 15 Chinese hydrogen production companies are expected to sign overseas projects in 2024, targeting countries like Australia, Spain, and India, indicating a trend of technology and equipment exports [1] - The global hydrogen eVTOL market is projected to grow from 1.52 billion yuan in 2024 to 2.09 billion yuan by 2031, showcasing the expanding applications of hydrogen technology [1] Industry Opportunities - The hydrogen industry is entering a "survival of the fittest" phase, where opportunities are shifting from presentations to actual production schedules, bidding documents, and international orders [1] - Key areas of focus include capacity gaps, cost reduction in storage and transportation, green hydrogen exports, and fuel cell vehicle development, each representing viable business opportunities [1] - Only teams with the most economical technological pathways, disciplined cash flow management, and tight industrial collaboration are likely to succeed in this competitive landscape [1] Training and Collaboration Initiatives - The H-LINK Hydrogen Chain Camp aims to gather industry professionals to share real progress and challenges, fostering collaboration and innovation within the hydrogen sector [2] - The camp is organized by several institutions, including the Yangtze River Delta National Innovation Center and Shunrong Capital, emphasizing the importance of community and resource sharing during quieter industry periods [2] - Participants will engage in discussions on advanced research frameworks, market demands, and potential pathways for Chinese companies to expand internationally [4][8]