9月最后一周530MW氢能招中标释放信号：绿氢项目从“单点示范”走向“集群放量”530 MW of Hydrogen Tenders and Awards in the Last Week of September Signal Green Hydrogen Projects Moving from 'Single-Point Demonstration' to 'Cluster-Scale Deployment'

9月最后一周530MW氢能招中标释放信号：绿氢项目从“单点示范”走向“集群放量” 【中国能源产业发展网@原创】 2026年9月最后一周，氢能产业招投标市场交出了一份分量十足的周报。据国际能源网氢能汇统计，仅9月22日至28日一周，国内氢能领域新增招中标项目规模合计约530MW，涉及中国石化、华电、河南投资集团等央国企与地方政府平台。单周530MW的体量，放在2024年绿氢项目普遍以“十兆瓦级”试水的阶段几乎不可想象，而今天它已成为周度常态，这本身就是行业阶段切换最直观的刻度。 周报拆解：单周530MW背后的项目清单 逐项拆解这一周的项目结构，可以看到绿氢已经从“示范”跨入“工程化放量”。华电内蒙古达茂旗首期100万千瓦风光制氢项目氢气储罐采购一、二标段启动，对应制氢规模88000Nm³/h、电力侧规模440MW，落地内蒙古包头达茂旗；中国石化在河南濮阳启动全国产1000Nm³/h质子交换膜（PEM）电解水制氢双槽系统开发及示范，标段估算金额831.76万元（不含税），制氢规模1000Nm³/h；河南投资集团郑州豫能热电2026年度氢气询比采购，预估2500瓶（40L/瓶）据实结算；哈密永发聚能荒煤气制氢联产LNG项目一期关键压缩设备由沈阳鼓风机集团中标，报价3628万元。四类项目覆盖制氢、储运、化工耦合与终端采购，说明需求的链条正在同时张开。 视角拉长：2026年招中标的总盘子 单周数据之外，把视野拉长到全年，放量趋势更清晰。氢能汇5月周报显示，5月11日至15日一周累计中标7个项目、总规模334.7MW、制氢66940Nm³/h；3月梨树项目制氢装置EPC由国核电力院以2.0496亿元预中标，对应160MW、制氢32000Nm³/h，系国家电投20万吨绿色甲醇项目核心装备；中能建松原氢能产业园（绿色氢氨醇一体化）二期启动，规划总装机1600MW（风电1480MW、光伏120MW），电解制氢规模达126000Nm³/h、共126套1000Nm³/h碱性电解槽，总投资296亿元，分三期建设60万吨绿色合成氨与6万吨绿色甲醇。从周度到年度，绿氢装备的招标规模正以“数量级”跃升，资本开支的时钟明显加快。 结构之变：从“制氢设备”到“氨醇一体化” 更值得关注的，是项目形态的结构性迁移。早期招标多为单一电解槽或制氢电源，如今“风电—电解—绿色甲醇/绿氨”一体化成为主流。国家电投盐城吉电绿氢制储运加用一体化（一期）示范项目规划制氢8000Nm³/h，8月启动4台1000Nm³/h碱性电解槽招标；吉林梨树项目则将风电40万千瓦、制氢32000Nm³/h与年消纳70万吨秸秆的生物质气化深度耦合，目标年产绿色甲醇近20万吨。装备招标的“链长”特征愈发明显——一个百兆瓦级项目往往同步拉动电解槽、电源、BOP、储罐、压缩机、纯化等多环节订单，单一设备的订单波动被项目级订单的稳态所替代。 数据研判：放量背后的三重驱动 我的判断是，单周530MW不是孤立脉冲，而是三重动力叠加的结果。其一，政策端“沙戈荒”大基地与绿电直连政策打开消纳空间，使百兆瓦级风光制氢在资源区具备经济闭环；其二，化工、航运的脱碳刚需把绿色甲醇、绿氨从“概念”推向“长约”，下游锁单反向拉动上游装备招标；其三，电解槽国产化与产线扩张使单位投资快速下探，2026年上半年阳光氢能以223MW碱性电解槽订单居国内第一，海外订单243MW同样领先，国内主流厂商累计签约已超1GW。当供给、需求、政策三股力同时到位，绿氢招投标的“周度量级”将不再是新闻，而是新常态。 区域图谱：订单向“风光资源区”高度集中 把订单按区域归类，集中度一目了然。内蒙古凭借达茂旗、阿拉善、赤峰等基地贡献了最大体量，仅华电达茂旗一役便达440MW；吉林梨树、松原依托“绿醇生产—燃料加注—远洋航运”链条快速放量；新疆、宁夏、甘肃等西北省份则在输氢管道、化工耦合上持续加码。这种“资源区即项目区”的格局，本质上由绿电成本决定——当风光度电成本低于某一阈值，绿氢相对灰氢的经济性才成立。因此，招投标热度地图几乎就是新能源资源禀赋地图的投影，也为装备商的属地化交付能力提出了新要求。 对装备企业而言，周度量级的意义不仅在于订单厚度，更在于交付节奏的可预测性。当项目从“一年几个示范”变为“一月数个大单”，供应链备货、产线排期、售后网点都必须前置布局。这也是头部厂商纷纷把产能从GW级向数GW级扩张的原因——市场给的窗口期，已经不再是试验期，而是产能与交付的硬碰硬。

Last week of September: 530MW of hydrogen tenders and awards sends a signal - green hydrogen projects move from "single-point demonstrations" to "cluster-scale deployment"

【中国能源产业发展网@原创】【作者：韩屹】

In the last week of September 2026, the hydrogen energy industry's tender and award market delivered a substantial weekly report. According to statistics from the International Energy Network's Hydrogen Energy Weekly, in the single week from September 22 to 28 alone, newly added tendered and awarded hydrogen projects in China totaled about 530MW, involving central and state-owned enterprises and local government platforms such as Sinopec, China Huadian and Henan Investment Group. A single-week volume of 530MW was almost unimaginable in 2024, when green hydrogen projects generally tested the waters at the "ten-megawatt level"; today it has become a weekly norm, which in itself is the most intuitive measure of the industry's stage change.

Weekly report breakdown: the project list behind a single week's 530MW

Breaking down the structure of projects in this week item by item, one can see that green hydrogen has moved from "demonstration" into "engineering-scale deployment." The first and second bid sections for hydrogen storage tank procurement of China Huadian's first-phase 1 GW wind and solar hydrogen production project in Darhan Muminggan Joint Banner, Inner Mongolia, were launched, corresponding to a hydrogen production scale of 88,000Nm³/h and a power-side scale of 440MW, located in Darhan Muminggan Joint Banner, Baotou, Inner Mongolia; Sinopec launched the development and demonstration of a fully domestic 1000Nm³/h proton exchange membrane (PEM) water electrolysis dual-stack hydrogen production system in Puyang, Henan, with an estimated bid section value of 8.3176 million yuan (excluding tax) and a hydrogen production scale of 1000Nm³/h; Henan Investment Group's Zhengzhou Yuneng Thermal Power launched a 2026 hydrogen inquiry procurement, estimated at 2,500 cylinders (40L/cylinder) with settlement based on actual quantities; and the key compression equipment for phase I of the Hami Yongfa Juneng waste gas hydrogen production and LNG co-production project was won by Shenyang Blower Works Group with a bid of 36.28 million yuan. The four categories of projects cover hydrogen production, storage and transportation, chemical coupling and end-use procurement, showing that the demand chain is opening up across the board.

Widening the lens: the overall picture of 2026 tenders and awards

Beyond the single-week data, widening the view to the full year makes the volume trend clearer. The Hydrogen Energy Weekly report for May showed that in the week from May 11 to 15, 7 projects were awarded, with a total scale of 334.7MW and hydrogen production of 66,940Nm³/h; in March, the EPC for the hydrogen production unit of the Lishu project was pre-awarded to China Nuclear Power Engineering Institute at 204.96 million yuan, corresponding to 160MW and hydrogen production of 32,000Nm³/h, forming the core equipment of State Power Investment's 200,000-tonne green methanol project; and phase II of China Energy Engineering Group's Songyuan hydrogen energy industrial park (green hydrogen-ammonia-methanol integration) was launched, with a planned total installed capacity of 1,600MW (1,480MW wind power, 120MW photovoltaic) and an electrolytic hydrogen production scale of 126,000Nm³/h, totaling 126 sets of 1000Nm³/h ALK electrolyzers, with a total investment of 29.6 billion yuan, built in three phases for 600,000 tonnes of green synthetic ammonia and 60,000 tonnes of green methanol. From weekly to annual, the tender scale of green hydrogen equipment is leaping by orders of magnitude, and the clock of capital expenditure is clearly accelerating.

Structural change: from "hydrogen production equipment" to "ammonia-methanol integration"

Even more noteworthy is the structural migration of project forms. Early tenders were mostly for single electrolyzers or hydrogen production power supplies, whereas today the integration of "wind power - electrolysis - green methanol/green ammonia" has become mainstream. State Power Investment's Yancheng Jidian green hydrogen production, storage, transportation, refueling and use integration (phase I) demonstration project plans hydrogen production of 8,000Nm³/h and launched a tender in August for four 1000Nm³/h ALK electrolyzers; the Jilin Lishu project deeply couples 400 MW of wind power and 32,000Nm³/h of hydrogen production with biomass gasification consuming 700,000 tonnes of straw per year, targeting annual output of nearly 200,000 tonnes of green methanol. The "chain length" characteristic of equipment tenders is becoming more pronounced - a hundred-megawatt-class project often simultaneously pulls orders across multiple links including electrolyzers, power supplies, BOP, storage tanks, compressors and purification, with the order volatility of single equipment replaced by the steady state of project-level orders.

Data analysis: three drivers behind the volume surge

My judgment is that a single week's 530MW is not an isolated pulse but the result of three overlapping forces. First, on the policy side, the "desert, gobi and wasteland" large bases and the direct green power connection policy have opened up consumption space, giving hundred-megawatt-class wind and solar hydrogen production an economic closed loop in resource areas; second, the rigid decarbonization needs of chemicals and shipping have pushed green methanol and green ammonia from "concept" to "long-term contracts," with downstream order locking in turn pulling upstream equipment tenders; third, the localization of electrolyzers and the expansion of production lines have rapidly pushed down unit investment. In the first half of 2026, Sungrow Hydrogen ranked first in China with 223MW of ALK electrolyzer orders and also led in overseas orders with 243MW, and the cumulative contracts signed by mainstream domestic manufacturers have exceeded 1GW. When supply, demand and policy forces arrive at the same time, the "weekly magnitude" of green hydrogen tenders and awards will no longer be news but the new normal.

Regional map: orders highly concentrated in "wind and solar resource areas"

Classifying orders by region, the concentration is obvious at a glance. Inner Mongolia contributed the largest volume thanks to bases such as Darhan Muminggan Joint Banner, Alxa and Chifeng, with China Huadian's Darhan Muminggan Joint Banner project alone reaching 440MW; Jilin's Lishu and Songyuan are ramping up rapidly on the back of a chain of "green methanol production - fuel refueling - ocean shipping"; and northwestern provinces such as Xinjiang, Ningxia and Gansu continue to step up investment in hydrogen pipelines and chemical coupling. This pattern of "resource areas are project areas" is essentially determined by green power costs - only when the cost per kWh of wind and solar power falls below a certain threshold does the economics of green hydrogen relative to grey hydrogen hold. Therefore, the heat map of tenders and awards is almost a projection of the renewable energy resource endowment map, and it also sets new requirements for equipment makers' localized delivery capability.

For equipment enterprises, the significance of weekly magnitude lies not only in order thickness but also in the predictability of delivery pace. When projects change from "a few demonstrations a year" to "several large orders a month," supply chain stocking, production line scheduling and after-sales outlets must all be laid out in advance. This is also why leading manufacturers are expanding capacity from the GW level to several GW - the window the market offers is no longer a trial period, but a head-on contest of capacity and delivery.