B[Fill shortcomings and unify standards, the State Administration for Market Regulation releases 15 national standards for hydrogen energy] October 14th, reporters learned today that the State Administration for Market Regulation has released a batch of national standards in the field of hydrogen energy, covering the entire chain of the hydrogen energy industry. It will further improve China's hydrogen energy industry standard system and provide strong support for the large-scale and standardized development of hydrogen energy. There are 15 newly released national standards in total, including hydrogen production link standards such as "Technical Requirements for Renewable Energy Water Electrolysis Hydrogen Production System", hydrogen storage and transportation standards such as "Hydrogen Storage and Transportation System Part 5: Technical Requirements for Hydrogen Transportation System", hydrogenation station standards such as "Hydrogen Refueling Station Part 5: Hydrogenation Hose and Hose Assemblies", and application and safety testing standards such as "Hydrogen System Leak Detection Method" and "Fixed Hydrogen Detection Device".
Judging from the content, this batch of standards presents three major features: First, it fills in key shortcomings and provides unified specifications for technical problems that have long restricted the large-scale storage and transportation of hydrogen energy, such as hydrogen pipeline welding, hydrogen-doped transportation, and hydrogen pipeline integrity management. The second is to weave a dense standard network of hydrogenation stations, from compressors, hoses, seals to hydrogen fuel quality control, vehicle filling connections, and clarify the technical requirements for hydrogenation infrastructure one by one. The third is to strengthen the bottom line of safety and put forward clear requirements for safety monitoring of the entire hydrogen-related process through leak detection, fixed hydrogen detection and other standards. The release of these 15 national standards will effectively improve China's hydrogen energy equipment manufacturing level and industry entry threshold, promote the coordinated advancement of technology iteration and market application, accelerate the implementation of hydrogen energy in transportation, industry, power generation and other fields, and inject new momentum into China's energy green and low-carbon transformation and the realization of the "double carbon" goal. (CCTV News) B[China has approved the release of more than 600 national standards for clean energy such as hydropower and photovoltaics.] On October 14, reporters learned from the World Standards Day themed event co-sponsored by the State Administration for Market Regulation and other four departments that China is the world's largest energy producer and consumer. The development of clean energy industries such as wind power, photovoltaic, nuclear energy, and ultra-high voltage ranks among the top in the world, and standardization work has played an important supporting role. At present, China has approved the release of more than 600 national standards for clean energy such as hydropower, photovoltaic, solar thermal, and hydrogen energy, more than 1,300 group standards, and 345 foreign language versions of national standards. China has taken the lead in formulating and publishing 174 international energy standards, accounting for about 15% of all published international energy standards. China also serves as the secretariat of 10 technical agencies of international standards organizations, including solar energy and mechanical energy storage, and serves as the convener of 34 working groups, making positive contributions to strengthening international cooperation in energy standards and promoting global green transformation. At the theme event, the National Standards Committee released a batch of national standards for clean energy, announcing the "Practice of Transforming Scientific and Technological Achievements into Standardization in the Field of New Energy and Renewable Energy" and the "Blue Book on Standardization of China's Hydrogen Energy Industry (2026)". (CCTV News) B[Three Departments: Accelerate the application of electric ships in passenger and freight scenarios within 300 kilometers and less than 3,000 deadweight tons] On October 13, the Ministry of Transport, the Ministry of Industry and Information Technology, and the National Energy Administration jointly issued the "Action Plan for the Promotion and Application of New Energy Ships on Inland Rivers (2026-2030)", which mentioned accelerating the application of electric ships in passenger and freight scenarios within 300 kilometers and less than 3,000 deadweight tons. Promote the application of electric cargo ships in short- and medium-distance container and dry bulk transportation scenarios such as inland rivers with relatively fixed routes or direct river-sea connections on specific routes; promote electric passenger ships in sightseeing and ferry scenarios in riverside and lake reservoir areas. Encourage official ships, port ships, yachts, etc. to use battery power. Increase the promotion and application of methanol-powered ships in long-distance and large-tonnage freight scenarios. Focus on long-distance transportation scenarios such as direct river-sea and river-sea combined transport, and promote the use of methanol-powered ships for containers, bulk bulk cargo, and roll-on/roll-off transportation. Encourage all localities to explore other energy applications such as hydrogen energy based on actual conditions. Support the application of biodiesel, green methanol and other renewable energy sources on ships. B[Central Committee of the Communist Party of China and the State Council: Actively promote the energy revolution and orderly develop advanced nuclear fission energy] On October 9, the Central Committee of the Communist Party of China and the State Council issued the "Opinions on the Development of New Productivity". Opinions put forward to actively promote the energy revolution. Focus on the carbon peak and carbon neutrality goal, develop advanced nuclear fission energy in an orderly manner, build a high-proportion renewable energy power system, improve new energy consumption and regulation policies and measures, organize demonstrations and promotions of major application scenarios, accelerate the green process of energy use in production and living throughout society, promote energy consumption, supply, technology, and institutional revolution, and strengthen international cooperation in an all-round way. B[The World Bank raises its economic growth forecast for the East Asia and Pacific region this year] On October 6, the World Bank released an updated economic forecast report for the East Asia and Pacific region on the 6th, raising the economic growth forecast for the region in 2026 to 4.5%, 0.3 percentage points higher than the April forecast.
The upward revision to economic growth is largely due to the country's strong performance in high-tech investment and exports as part of the artificial intelligence value chain, the report said. The drag from high energy prices was less severe than expected, thanks to a combination of market forces, increased use of renewable energy, drawing down inventories and consumer subsidies.
The World Bank said that economic growth in many economies in the region this year has exceeded previous expectations, driven by the manufacturing and export of high-tech products. Among them, the economic growth forecasts for Vietnam, Malaysia and Thailand this year have been raised by 1.1 percentage points, 0.7 percentage points and 0.7 percentage points respectively. The economic growth forecast for Pacific island countries, which are sensitive to high energy prices and have limited buffers against external shocks, has been lowered by 0.5 percentage points this year.
Carlos Felipe Jaramillo, World Bank Vice President for East Asia and the Pacific, said that global artificial intelligence-related activities have increased significantly, and the East Asia and Pacific region has benefited from its deep integration with global value chains. The challenge now is to translate the region’s strengths in producing AI-related goods into widespread AI applications that boost productivity and lead to more and better jobs. 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 National Energy Administration issued 354 million green certificates in August, a month-on-month increase of 15.75%] September 30th, in August 2026, the National Energy Administration issued 354 million green certificates, a month-on-month increase of 15.75%, involving 3.7096 million renewable energy power generation projects, of which 212 million were tradable green certificates, accounting for 60.04%. In this period, 323 million green certificates corresponding to renewable energy electricity were issued in July 2026, accounting for 91.41%. 2. Green Certificate Transactions In August 2026, 60.55 million green certificates were traded across the country, a month-on-month increase of 11.13% and a year-on-year increase of 25.18%. Among them, there were 25.52 million green power trading green certificates, a month-on-month decrease of 0.25% and a year-on-year increase of 44.86%. B[Beijing: Build high-performance integrated computing power infrastructure and focus on intelligent computing power] On September 9, the Beijing Municipal People’s Government issued the “Beijing High-Precision and Advanced Industry Development Plan during the 15th Five-Year Plan Period.” It pointed out that we will build high-level information network infrastructure, build the fifth-generation mobile communications and evolution (5G/5G-A) industrial Internet system, promote the large-scale application of the national top node (Beijing) for industrial Internet identification analysis, carry out the construction of 6G test network, and lay out a radio spectrum technology innovation center. Build high-performance integrated computing power infrastructure, focus on deploying intelligent computing power, accelerate the construction of the Beijing-Tianjin-Hebei "Galaxy Computing Corridor" project, and deepen computing network integration and computing and computing collaboration. Build high-quality data circulation infrastructure, promote the construction of trusted data spaces for high-precision industries, implement industrial data foundation building actions, coordinate the construction of high-quality industry data sets, and create an integrated platform for "digital computing, modeling and application". Create green and low-carbon energy infrastructure, encourage industrial parks and corporate factories to build distributed photovoltaic power generation, ground source heat pumps and other new energy and renewable energy utilization facilities, build multi-energy complementary green smart microgrids and smart energy and carbon management platforms, and improve green power supply capabilities. Build intelligent industrial safety infrastructure, promote the construction model of enterprise smart safety emergency centers according to local conditions, and improve public safety production facilities such as intelligent storage of dangerous goods. A[September 8 morning news selection]
1. The Ministry of Industry and Information Technology issued the "15th Five-Year Plan for the Development of the Information and Communications Industry". It is mentioned that by 2030, the cumulative investment in information infrastructure will be 3.8 trillion yuan, and the scale of intelligent computing power will reach 9800EFLOPS. Accelerate the construction of a national integrated computing power network, orderly deploy intelligent computing clusters of 10,000 cards, 100,000 cards and above, deploy inference computing power facilities on demand according to scenarios, and increase efforts to adapt to domestic computing power chips; promote the construction of computing power transmission channels, deploy 400G and above high-speed transmission technology, build optical fiber direct links, and promote the sinking of 100G optical network equipment.
2. On September 7, Huawei released the high-performance chip Kirin 9050 Pro again after six years. It is the world's first flagship chip that implements "Tao's Law" and uses logic folding technology.
3. Goldman Sachs significantly increased its industry forecast in the latest global optical module report. It is expected that the global optical module market will reach approximately US$67.7 billion, US$131.4 billion, and US$148.5 billion from 2026 to 2028, respectively, which is an increase of 33%, 81%, and 115% from the previous forecast.
4. According to central bank data, China’s gold reserves rose to 76.73 million ounces at the end of August, expanding gold reserves for 22 consecutive months.
5. The Operations Bureau of the National Development and Reform Commission has recently organized and arranged to increase the scale of Xinjiang coal exports to play the role of Xinjiang coal in ensuring the national coal supply.
6. The Ministry of Commerce announced the preliminary ruling on the anti-dumping investigation of imported dichlorosilane originating in Japan. It initially determined that the imported products under investigation originating in Japan were dumped and implemented temporary anti-dumping measures in the form of a deposit.
7. On September 7, the Intermediate People's Court of Weifang City, Shandong Province publicly pronounced the first instance verdict on the bribery case of Wang Jianjun, former member of the Party Committee and Vice Chairman of the China Securities Regulatory Commission, and sentenced the defendant Wang Jianjun to life imprisonment for accepting bribes.
8. Xinhua Media announced that the company plans to purchase the controlling stake of Shanghai Interface Technology Co., Ltd. by issuing shares, which is expected to constitute a major asset reorganization and does not constitute a reorganization and listing. The counterparty to the transaction was initially determined to be Shanghai Media Group Cultural New Media Investment Management Co., Ltd., a wholly-owned subsidiary of the controlling shareholder Shanghai Media Group, and other entities. The company's shares have been suspended from trading on September 7.
9. CICC announced that the merger of Dongxing Securities and Cinda Securities has been approved by the China Securities Regulatory Commission and will be suspended from September 15. Cinda Securities announced that A-share stocks have been suspended from trading since the market opened on September 15 until the listing is terminated. Dongxing Securities announced that trading of A-share stocks will be suspended continuously from the opening of the market on September 15 until the listing is terminated.
10. 20CM daily limit Taijin New Energy: The strategic cooperation agreement signed with CATL is a framework and intention document, and no specific transaction amount has been agreed upon.
11. Yakang Co., Ltd. announced that its subsidiary company signed a 1.188 billion yuan "High-Performance Computing Cloud Service Agreement."
12. ST Wenfeng announced that the second instance verdict in the case of Xu Xiang and Xu Changjiang’s liability for manipulating the securities market changed the verdict in some cases to make Xu Xiang personally liable for compensation.
13. Golden Orange announced that the planned purchase of a controlling stake in Zhibotek is expected to constitute a major asset reorganization, and the stock will be suspended from trading today. Changyuan Donggu announced that it plans to purchase 100% equity of Kanghao Electromechanical and raise supporting funds, with a transaction price of 5.01 billion yuan. Jinzhong Shares announced that the controlling shareholder and actual controller plan to transfer 19.50% of the shares to NIO Capital through agreement.
14. Xingyun Technology announced that the person who spread the rumor that the computing power card was stuck in the customs market has been administratively punished.
15. Suiyuan Technology announced that online investors gave up subscribing for 16,874 shares.
16. Suntech Communications announced that the fourth largest shareholder, the National Fund, reduced its holdings by 7.0747 million shares from June 8 to September 7. The reduction plan has ended and the remaining 3.1753 million shares have not been reduced.
17. Due to the Labor Day holiday in the United States, the U.S. stock market will be closed for one day. Dow Jones Index futures ended up down 0.62%, S&P 500 stock index futures fell 0.17%, and Nasdaq 100 stock index futures rose 0.13%.
18. Most international precious metal futures closed higher on Monday, with LME copper futures hitting a record high and finally closing up $94 at $14,510/ton; LME aluminum futures closed up $18 at $3,312/ton; LME zinc futures closed up $38 at $3,984/ton.
19. U.S. President Trump intensively published a series of posts containing AI-generated images on the media platform Truth Social, including claims that he has earned hundreds of billions of dollars for the United States through stock and other asset positions.
20. Canada will impose tariffs of 15% to 50% on hundreds of U.S. goods on Tuesday. Trump threatens to ban the sale of Bombardier aircraft, and the trade war between the two countries faces the risk of further escalation.
21. The exchange rate of the yen against the US dollar rose to its strongest level since February, surpassing the previous high reached after the United States and Japan jointly intervened in the foreign exchange market. Traders believe that rising above the key resistance level of 155 will promote further strengthening of the yen.
22. Deutsche Bank strategists warned that the market is underestimating the extent of interest rate hikes required by the Federal Reserve and the European Central Bank to curb inflation. Societe Generale believes that the 10-year U.S. Treasury yield reaching 5.5% will be the critical point when the stock market begins to be affected.
23. The chief scientist of OpenAI predicts that AI may soon enter a stage of self-evolution and calls on the industry to actively slow down the development speed before establishing common safety guardrails.
24. Iran said it was about to reach an agreement with Oman on shipping management in the Strait of Hormuz.
25. When European Commission President von der Leyen visited Nuuk, the capital of Greenland, she announced that the EU would invest 200 million euros in Greenland to develop key minerals, renewable energy and satellite communications. B[Ministry of Industry and Information Technology: Promote the use of low-power chips and modular energy-saving equipment in communication base stations and computer rooms, and guide computing power facilities to adopt advanced technologies such as high-efficiency energy-saving equipment and liquid cooling] On September 7, the Ministry of Industry and Information Technology issued the "15th Five-Year Plan for the Development of the Information and Communications Industry". It is mentioned in it that we should accelerate the development of intelligent Internet networks and create a new generation of Internet infrastructure that integrates intelligent networks. Promote the intelligent upgrading of information infrastructure, build an intelligent network infrastructure with global awareness, independent decision-making, efficient and advanced, and enhance the intelligent capabilities of all aspects of infrastructure construction and operation. Promote the green transformation of information infrastructure, promote the use of low-power chips and modular energy-saving equipment in communication base stations and computer rooms, guide computing facilities to adopt advanced technologies such as high-efficiency energy-saving equipment and liquid cooling, and increase the use of clean energy. Accelerate the energy-saving and carbon-reducing transformation of existing information infrastructure, and increase the level of renewable energy consumption and waste heat resource recycling. Deepen the co-construction and sharing of telecommunications infrastructure, and explore the co-construction and sharing of satellite Internet, computing power, submarine cables and other facilities.
Promote the integrated development of information infrastructure and traditional infrastructure. Build industrial Internet infrastructure, continue to create an upgraded version of "5G + Industrial Internet", build high-level 5G factories, carry out the construction of industrial 5G independent private networks, promote the expansion and capacity upgrade of national top nodes for identification analysis, optimize the layout of secondary nodes, and promote the access of key platforms to the identification analysis system. Continue to strengthen the "professional, industry-based, collaborative" industrial Internet platform system and develop new business formats such as platform + large model, platform + digital twin. Strengthen the construction of the industrial Internet big data center system and build a number of regional and industry high-quality data sets. Continue to implement the "vehicle-road-cloud integration" pilot, promote cellular vehicle-to-everything (C-V2X) coverage in urban intersections, highway ramps and other areas according to local conditions, and improve 5G network coverage along urban roads and highways. Help promote the renewal and digital transformation of traditional infrastructure such as energy, water conservancy, and municipal administration. Strengthen the co-construction and sharing of information infrastructure and municipal, transportation, power and other facilities.
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