B[China’s hydrogen energy industry investment increased by 108% year-on-year in the first three quarters] November 5th, according to the National Energy Administration, China’s hydrogen energy industry has developed rapidly since the beginning of this year, with investment in the hydrogen energy industry doubling in the first three quarters. Data show that in the first three quarters of this year, the total investment in China's hydrogen energy industry was 28.7 billion yuan, a year-on-year increase of 108%, doubling. More than 10 new renewable energy hydrogen production projects have been launched, with an additional 100,000 tons of production capacity put into operation. Up to now, China's renewable energy hydrogen production projects have been completed and put into operation with a cumulative annual production capacity of more than 350,000 tons, accounting for more than 50% of global production capacity. The annual production capacity of projects under construction exceeds 1.2 million tons, ranking at the world's leading level. B[National Development and Reform Commission: The development of future industries must be tailored to local conditions and cannot be "all-inclusive"] On November 3, the National Development and Reform Commission held a series of press conferences for the "15th Five-Year Plan" to introduce the cultivation and growth of new driving forces. Ren Zhongbao, deputy director of the Innovation and High-tech Development Department of the National Development and Reform Commission, said that we must adhere to goal orientation and problem orientation, make overall plans, adapt measures to local conditions, cultivate gradients, and effectively do a good job in future industrial development related work. Different from previous scientific and technological revolutions, the new round of scientific and technological revolution and industrial transformation presents the characteristics of multiple breakthroughs, group breakthroughs, cross-integration, etc., and has given birth to many future industrial development directions. It is impossible for us to develop future industries "all-inclusive". The Party Central Committee and the State Council comprehensively studied and judged future science and technology development trends, the foundation of China's science and technology and industrial development, and the demand factors for future economic and social development, and clearly proposed that during the "15th Five-Year Plan" period, we should focus on the development of future industries such as quantum technology, biomanufacturing, hydrogen energy and nuclear fusion energy, brain-computer interfaces, embodied intelligence, and sixth-generation mobile communications. We must follow the requirements of the national game of chess, strengthen overall planning, support local conditions, and choose subdivided areas with local foundations and comparative advantages for development. B[Beijing: Building a Green Hydrogen (Green Fuel) Trading Center] 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 build a green hydrogen (green fuel) trading center. Based on the geographical endowment of the intersection of the "Three North" green hydrogen supply belt and the coastal consumption demand belt, and relying on the innovation, financial, industrial and infrastructure advantages of Beijing, Tianjin and Hebei, a green hydrogen (green fuel) trading center will be built to form a hydrocarbon synergy, standardization, efficiency, open and transparent hydrogen energy trading market, lead the healthy development of the domestic hydrogen energy industry, and enhance the international pricing power of green hydrogen products. 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[Eight Departments: Strengthening the Layout of Industrial Basic Frontier Technology Innovation] On October 22, eight departments including the Ministry of Industry and Information Technology issued the "15th Five-Year Plan for Improving Industrial Basic Capabilities", which mentioned that the layout of industrial basic frontier technology innovation should be strengthened. Aiming at cutting-edge fields such as quantum technology, biomanufacturing, hydrogen energy and nuclear fusion energy, brain-computer interface, embodied intelligence, sixth generation mobile communications (6G), deep space, deep sea, deep earth and polar regions, and following the idea of “scenario traction, foundation first”, we will proactively lay out a number of key basic product innovation tasks to enhance original and disruptive basic technologies and product supply capabilities. Encourage enterprises in the industrial basic field to cooperate closely with national laboratories, national key laboratories, national scientific research institutions, and high-level research universities, actively explore multiple technological routes, accelerate the cultivation of typical application scenarios, strengthen the concept verification, commercialization verification and engineering industrialization adaptation of the industrial basic cutting-edge technology, and promote the efficient transformation of cutting-edge technology innovation results. B[National Development and Reform Commission: Establish a future industry investment growth and risk sharing mechanism to form new economic growth points as soon as possible] October 20th, Ren Zhongbao, deputy director of the Innovation and High-tech Development Department of the National Development and Reform Commission, said at a press conference on the 20th that he would support future industry breakthroughs and seize the "commanding heights." Every technological revolution and industrial change will give birth to a number of new industries that reshape the global competitive landscape and bring about a qualitative leap in productivity. At present, a new round of scientific and technological revolution and industrial transformation are developing in depth. Quantum technology, biological manufacturing, brain-computer interface, hydrogen energy and nuclear fusion energy, embodied intelligence, sixth-generation mobile communications, etc. all show bright development prospects. We must adhere to the path of deep integration of technological innovation and industrial innovation, establish future industrial investment growth and risk-sharing mechanisms, explore diversified technical routes, typical application scenarios, feasible business models, and market supervision rules, form new economic growth points as soon as possible, and firmly seize rare historical opportunities. B[Five urban agglomerations including Beijing, Tianjin and Hebei will carry out pilot projects for the comprehensive application of hydrogen energy] On October 16, the Ministry of Industry and Information Technology, the Ministry of Finance, and the National Development and Reform Commission issued a notice on the issuance of the management measures for the comprehensive application of hydrogen energy pilot projects, stating that the original It agreed to pilot work plans for five urban agglomerations, including Beijing-Tianjin-Hebei, the Greater Bay Area, Northeast China (including eastern Mongolia)-Yangtze River Delta, Xinjiang-Chengdu-Chongqing Economic Circle, and the Yellow River Bend-Central Plains, to carry out pilot work on the comprehensive application of hydrogen energy. The pilot period will last for 4 years. The Ministry of Industry and Information Technology and other three departments will follow up and guide the pilot work, and conduct assessments and evaluations. The evaluation results will serve as the basis for the central government to arrange reward funds for the pilot urban agglomerations. 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[2026 World New Energy and New Materials Conference held in Ordos City] October 13th, 2026 World New Energy and New Materials Conference opened in Ordos City on October 12th. With the theme of "Multiple Collaboration and Multi-Energy Complementation to Create a New Global Energy Ecosystem", the conference brought together domestic and foreign academicians and experts, and representatives of leading industry companies, and attracted more than 300 companies and more than 8,000 guests to participate in the exhibition to jointly explore the path to green energy transformation and help accelerate the development of new productivity. The World New Energy and New Materials Exhibition will be held concurrently with the conference, with an exhibition area of 30,000 square meters and eight exhibition areas including central state-owned enterprise themes, wind energy, solar photovoltaic, hydrogen energy, energy storage, new energy vehicles, coal-based new materials, and artificial intelligence + energy. The exhibition focuses on the five major industrial chains of wind, light, hydrogen, storage, and vehicles as well as coal-based new materials, displaying cutting-edge achievements from silicon-carbon anodes to long-term energy storage, and from zero-carbon parks to smart grids. B[The Fifth China-France Energy Dialogue was held in Beijing] On September 30, He Yang, Deputy Director of the National Energy Administration of China, and Cédric Briere, Director-General of the French Department of Energy and Climate, co-chaired the fifth China-France Energy Dialogue in Beijing on September 29. The two sides conducted in-depth exchanges on energy transformation, energy security, electrification and other policies, and fully exchanged views on practical cooperation in renewable energy, energy storage and hydrogen energy, civil nuclear energy and other fields. The two sides emphasized that China-France energy cooperation started from civilian nuclear energy and gradually expanded to oil and gas, renewable energy, energy technology innovation, green and low-carbon transformation and other fields, forming a cooperative pattern of complementary advantages, mutual benefit and win-win, and long-term stability. Both sides are willing to adhere to the high-level consensus, give full play to their respective advantages, deeply tap cooperation potential, innovate cooperation models, promote China-France energy cooperation to continue to deepen, improve and upgrade, inject new momentum into the sustained and healthy development of China-France comprehensive strategic partnership, and contribute Chinese and French wisdom and strength to promote global energy security and green development. More than 40 representatives in total participated in the dialogue, including Bai Yutang, the French ambassador to China, heads of relevant departments of the National Energy Administration of China, heads of the French Directorate General for Energy and Climate, heads of more than ten Chinese and French energy companies including CNNC, China Huaneng, Dongfang Electric, CGN, and EDF, Total, Air Liquide, and Orano. 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[Wang Weiming, chief engineer of the Ministry of Industry and Information Technology: Management measures for vehicle modification will be introduced to further increase the potential of automobile consumption] On September 19, Wang Weiming, chief engineer of the Ministry of Industry and Information Technology, said at the 2026 China Automotive Industry Development (TEDA) International Forum that the current new round of scientific and technological revolution and industrial revolution are advancing in depth, and the Chinese automobile industry is also facing a critical period of transformation and upgrading to improve quality and efficiency. In order to strengthen top-level planning and collaboration among all parties and promote high-quality development of the industry, the Ministry of Industry and Information Technology took the lead in issuing the "15th Five-Year Plan for the Development of the Intelligent Connected New Energy Vehicle Industry." In the next step, the Ministry of Industry and Information Technology will work with relevant departments to implement comprehensive policies and make targeted efforts to continuously improve the innovation, competitiveness, and comprehensive strength of the automobile industry, and accelerate the construction of a powerful automobile country. In terms of expanding consumption in the automobile market, it is necessary to implement "old-for-new" automobiles, bring new energy vehicles to rural areas, pilot projects for charging and swapping facilities in counties to make up for shortcomings, comprehensively apply hydrogen energy, systematically promote the large-scale application of new energy heavy trucks, introduce vehicle modification management measures, and improve the automobile export guarantee system to further increase the potential of automobile consumption. B[Mingyang Group Chairman Zhang Chuanwei pays a visit to China National Offshore Oil Corporation Chairman Zhang Chuanjiang] On September 15, according to Mingyang Group news, on September 14, Mingyang Group Chairman Zhang Chuanwei and his party visited Zhang Chuanjiang, Chairman of China National Offshore Oil Corporation. The two parties had in-depth exchanges on topics such as deepening strategic cooperation in offshore wind power, strengthening resource acquisition and industrial collaboration, promoting the implementation of key projects, strengthening scientific research and development, and expanding overseas markets, and reached consensus on further deepening cooperation in key regional cooperation such as Hainan, Guangdong, Jiangsu, Shandong, and Tianjin, as well as offshore wind power, green electricity consumption, green hydrogen energy, green computing power and other fields.
— All loaded —
