B[Beijing: Strengthening the entire fuel cell vehicle industry chain] On October 31, the Beijing Municipal Bureau of Economy and Information Technology recently issued the "Beijing Hydrogen Energy Industry Development Implementation Plan (2026-2030)". It is proposed to strengthen the entire industry chain of fuel cell vehicles. Support fuel cell vehicle and system leading companies to improve the layout of the entire industry chain, focus on forward development of the vehicle, and accelerate collaborative innovation of key material components such as membrane electrodes, catalysts, carbon paper, and bottle valves. The implementation of mass production projects such as hydrogen-electricity integrated chassis has created a 10,000-unit fuel cell vehicle production capacity and the ability to support power systems, stacks, membrane electrodes and key materials, driving down the overall cost of fuel cell vehicles and core components by more than 30%. B[Beijing: Cultivate cutting-edge innovation entities such as high-temperature membrane fuel cells, solid oxide fuel cells, and hydrogen combustion engines] On October 31, the Beijing Municipal Bureau of Economy and Information Technology recently issued the "Beijing Hydrogen Energy Industry Development Implementation Plan (2026-2030)." It is proposed to promote the diversified supply of hydrogen energy and technological innovation in multi-field applications, carry out the research and development of hydrogen metallurgical technologies such as hydrogen-rich blast furnace control and hydrogen-based direct reduction, accelerate the industrialization of key storage and transportation equipment such as liquid hydrogen storage and transportation, solid-state hydrogen storage and supply, and high-pressure tube bundle storage and transportation, explore the recycling and reuse model of on-board hydrogen systems, cultivate cutting-edge track innovation entities such as high-temperature membrane fuel cells, solid oxide fuel cells, hydrogen combustion engines, and liquid hydrogen heavy trucks, and expand the diversified high-end application industry chain of hydrogen energy. B[Beijing: Strive to have the scale of the city’s hydrogen energy industry chain exceed 40 billion yuan by 2030] On October 31, the Beijing Municipal Bureau of Economy and Information Technology recently issued the “Beijing Hydrogen Energy Industry Development Implementation Plan (2026-2030)”. It is proposed that by 2030, the cumulative number of fuel cell vehicles sold will exceed 10,000, more than 40 hydrogenation stations will be built, and large-scale applications in scenarios such as green chemicals and combined heat and power will be realized. The scale of the city's hydrogen energy industry chain will exceed 40 billion yuan, driving the Beijing-Tianjin-Hebei region to exceed 100 billion yuan, and build an independent, controllable, cost-effective, green and safe Beijing-Tianjin-Hebei hydrogen energy industry chain system. B[China currently has 180 valid national standards for hydrogen energy] October 14th, reporters learned today that the China Institute of Standardization released the "China Hydrogen Energy Industry Standardization Blue Book (2026)". The Energy Law that will be implemented in 2025 will incorporate hydrogen energy into energy management for the first time. The "15th Five-Year Plan" outline lists hydrogen energy as a forward-looking future industry. Five major hydrogen energy comprehensive application pilot city clusters have been approved for implementation. China's hydrogen energy industry is moving from demonstration introduction to large-scale development, and the standardization strategy has unprecedented momentum. The "Blue Book" provides a panoramic overview of the development process since the release of the first national hydrogen standard in 1983, which has gone through four stages: initial exploration, system construction, quality improvement and upgrading, and accelerated development. As of August 2026, China has 180 current effective national standards for hydrogen energy and 114 are being revised. The implementation of standards is being transformed into industrial momentum. There are about 27,000 fuel cell vehicles in the five demonstration city clusters, and a total of more than 250 hydrogenation stations have been built, operating safely for more than 1.1 billion kilometers. China's hydrogen energy standardization has realized a transformation from "following" to "following, running alongside, and leading". (CCTV News) B[Oracle urges regulators to speed up approval of data center natural gas pipeline project] October 14th, Oracle once again requested federal regulators to quickly approve a natural gas pipeline to meet the power supply needs of its large data center project in New Mexico. Josh Pitcock, Oracle's senior vice president of government affairs, said in a letter to the Federal Energy Regulatory Commission on Tuesday that if the commission continues to delay approval of the pipeline project operated by a subsidiary of Energy Transfer LP, it will "threaten the operational schedule of Project Jupiter (Project Jupiter), thereby affecting the resulting jobs, economic activity and community benefits." The pipeline, called Green Chile, will transport approximately 400 million cubic feet of natural gas per day to power fuel cells provided by Bloom Energy to support the Jupiter project. Currently, the pipeline's operational date has been postponed to February 2027, far later than the previously planned operational date of August 15. B[The first set in the country, Shaanxi has made a breakthrough in the field of green hydrogen power application] September 28th, according to Shaanxi's announcement, the country's first 100-kilowatt-class "wind/solar-hydrogen production-hydrogen storage-hydrogen release-power generation" integrated system developed by Xi'an 1908 New Energy Technology Co., Ltd. at the Shaanxi Hydrogen Energy Quality Technology Innovation Base was officially delivered to China Electrical Equipment Xuji Group. For the first time, the system closely combines renewable green power with hydrogen energy to achieve large-scale hydrogen production, long-term solid-state hydrogen storage, continuous controlled release of hydrogen, and is matched with 300 kilowatts of hydrogen fuel cell power generation. It has the characteristics of fully skid-mounted, automatic feeding, and sustainable battery life. It can provide integrated green hydrogen power solutions for zero-carbon parks and zero-carbon factories. It is an important breakthrough in the field of "green power-green hydrogen-green energy" coupled skid-mounted integration applications, and fills the gap in the field of solid-state hydrogen storage and multi-energy coupling applications in China. B[The "Greater Bay Area Hydrogen Energy Vehicle Expressway Toll Preference and Inter-Provincial Mutual Recognition Initiative" was released: Promoting hydrogen energy vehicle expressway toll free] On September 22, the Greater Bay Area hydrogen energy comprehensive application pilot city cluster work deployment meeting was held in Guangzhou. During the pilot period, 16,000 hydrogen fuel cell vehicles will be promoted in the urban agglomeration and 100 new hydrogen refueling stations will be built. In addition, Guangzhou launched the “Greater Bay Area Hydrogen Vehicle Expressway Toll Preferentiality and Inter-Provincial Mutual Recognition Initiative.” The proposal proposes to draw on the pioneering experience of Hubei, Hainan and other provinces and cities, and promote Guangdong, Fujian, Hunan and other provinces in the urban agglomeration to issue relevant policies based on local actual research, and provide free highway tolls to hydrogen vehicles that meet the conditions; rely on the national zero-carbon highway transportation Hydrogen refueling stations will be deployed in channel construction, striving to gradually reduce the terminal hydrogen cost to less than 25 yuan per kilogram; explore the establishment of a cross-provincial mutual recognition mechanism for highway toll concessions in the five provinces of the urban agglomeration, strive to be the first to break through inter-provincial policy barriers, and create a typical demonstration of the hydrogen energy high-speed corridor in the pilot city agglomeration. B[Honorary Chairman of the China Association for Science and Technology Wan Gang: Three major paths for building resilient growth in the automotive industry] On September 22, Honorary Chairman of the China Association for Science and Technology Wan Gang proposed three core paths for building resilient growth in the automotive industry at the 2026 World New Energy Vehicle Conference: First, promote electrification transformation, achieve multi-channel synergy, promote pure electric, plug-in hybrid, extended-range hybrid and fuel cell vehicles according to local conditions, and steadily promote green changes in energy use in the transportation field; second, expand the application of hydrogen energy and promote cross-domain implementation and large-scale development. At present, the penetration rate of fuel cell vehicles in the field of medium and long-distance commercial vehicles is less than 0.5%. It faces multiple challenges such as insufficient layout of high-speed trunk hydrogenation network and difficulty in balancing vehicle endurance and cargo capacity. Fuel cell vehicles are suitable for medium-to-long-distance and high-load transportation scenarios, and are an important technical route for new energy heavy trucks to meet the needs of medium-to-long-distance transportation. The third is to accelerate intelligent upgrades and rely on integrated innovation to create a new engine for transformation and upgrading. With the rapid implementation of artificial intelligence technology, the functional architecture of intelligent connected new energy vehicles will be reshaped, providing key support for the development of the intelligent driving industry. (Reporter Xu Hao) B[Stifel Maintains Oracle's "Buy" Rating on Project Jupiter Data Center Construction Progress Increases to 26%] On September 22, Stifel maintained the company's "Buy" rating after progress was made on Oracle's Project Jupiter data center project in New Mexico. Mahesh Thiagarajan, vice president of Oracle Cloud Infrastructure, said the project is now 26% complete, an increase of 17 percentage points from the progress disclosed in July. However, only about 10% of the fuel cell microgrid sites are complete, and there are still delays in air and water quality permits and natural gas pipeline approvals. Subsequently, the New Mexico Supreme Court unanimously rejected two legal challenges to the project permit, clearing some construction obstacles so that air quality permit hearings can move forward and the project can resume drawing water from Santa Teresa wells after a suspension of more than three weeks. Stifel also pointed out that the examiner and specific date for the air quality hearing have not yet been determined. Previously, Oracle's revenue and earnings per share in the first quarter of fiscal year 2027 both exceeded expectations, and its cloud infrastructure business maintained rapid growth, but profit margin pressure remains the focus of the market. B[Two departments: Consolidate the competitive advantages of lithium batteries and continue to promote the industrialization of solid-state batteries, sodium batteries, flow batteries, fuel cells, etc.] On September 15, the Ministry of Industry and Information Technology and the National Development and Reform Commission issued the "Fifteenth Five-Year Plan for the Development of Electronic Information Manufacturing Industry", which mentioned the consolidation of the advantages of the energy electronics industry. Continue to promote the coordinated development of energy electronic technologies such as "optical, storage, terminal, and information". Further promote the iterative upgrade of high-efficiency crystalline silicon photovoltaic cell technology, develop new-generation high-efficiency photovoltaic cell technology and supporting equipment and materials such as perovskite stacked cells, develop and promote high-reliability, intelligent photovoltaic modules and intelligent photovoltaic system operation and maintenance technology, and expand "photovoltaic +" application scenarios. Improve the innovation capabilities of the entire industry chain of new batteries, consolidate the competitive advantages of lithium batteries, continue to promote the industrialization of solid-state batteries, sodium batteries, flow batteries, fuel cells, etc., promote the intelligent, green, and integrated development of new batteries, and support the application of new batteries in smart terminals, new energy vehicles, ships, aviation, smart robots, engineering machinery, agricultural machinery and equipment, etc. Accelerate the research and development and supply of key power electronics technologies, improve the supply capacity of key core devices and components, and improve the level of efficient integration and precise control of energy storage systems. B[Beijing: Accelerate technological breakthroughs and applications of all-solid-state batteries and high-performance hydrogen fuel cells to gradually increase the proportion of new energy vehicles to 70%] On September 9, the Beijing Municipal People's Government issued the "Beijing High-Precision Industry Development Plan during the 15th Five-Year Plan Period". It pointed out that we should create a source of technological innovation for intelligent connected vehicles and a highland for industrial agglomeration. Promote key vehicle companies to innovate and improve quality, increase production capacity utilization, and continue to create safe, technologically advanced and comfortable Beijing-made cars. Coordinate and plan the international development layout, strengthen the ability of complete vehicles and parts to go overseas, and cultivate a capital automobile brand with global competitiveness and world reputation. Attack cutting-edge energy technologies for vehicles, accelerate technological breakthroughs and applications of all-solid-state batteries and high-performance hydrogen fuel cells, and gradually increase the proportion of new energy vehicles to 70%. Accelerate the full-link innovation of intelligent network connections and form global competitive advantages in software and hardware technologies. Improve the new ecosystem of industrial collaboration, introduce core projects in the field of new energy vehicles such as power batteries, drive motors, and intelligent chassis, and build key supporting capabilities such as automotive chips, intelligent cockpits, and model algorithms.
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