SMM Weekly Review: China's Expanding Hydrogen Energy Industry
Key Ideas
  • The Ministry of Industry and Information Technology announced seven new hydrogen energy industry standards to be implemented from November 2025, aiming to boost industry growth.
  • Several Chinese provinces like Guizhou, Fujian, and Shaanxi are actively promoting the development of hydrogen energy through various initiatives and projects.
  • Key corporate updates include agreements signed for new green hydrogen production projects, successful lifting of ammonia synthesis reactors, and significant investment in wind and solar power-based hydrogen production projects.
  • Technological advancements in the sector are evident through patent applications focusing on improving efficiency in water electrolysis for hydrogen production and developing proton exchange membrane fuel cell stacks.
The latest SMM Weekly Review provides comprehensive insights into China's dynamic hydrogen energy industry. The Ministry of Industry and Information Technology unveiled seven new hydrogen energy industry standards, ranging from hydrogen pipeline design to hydrogen turbine expanders, set for implementation from November 2025. Various provinces like Guizhou, Fujian, and Shaanxi are actively fostering hydrogen energy development, with initiatives covering production, storage, and refueling infrastructure. Additionally, Liaoning Province introduced a policy exempting hydrogen fuel cell trucks from toll fees, further incentivizing clean transportation methods. Corporate updates highlight major projects like LONGi Hydrogen's green hydrogen project in Australia and agreements for new green hydrogen production ventures. Technological advancements are evident through patent applications focusing on improving processes in hydrogen production and fuel cell development. However, challenges loom, such as the termination of the Longjiang Chemical Hydrogen Procurement Project due to supplier constraints and potential impacts from the US House of Representatives Committee's vote on hydrogen tax credits.
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