氢能产业从规划进入施工阶段Hydrogen Industry Moves from Planning into Construction Phase

According to Green Fuel International Business Network, the latest industry report released by the Xiangchenghui Research Institute points out that China's hydrogen industry has formally moved from the planning and demonstration stage into a stage of large-scale construction, marking a brand-new period in the industrialization of hydrogen.

There is an important footnote to this judgment. On July 30, the Hubei Provincial Government held a special meeting on hydrogen, chaired by Li Dianxun, Deputy Secretary of the Provincial Party Committee and Governor, to study work related to accelerating the large-scale commercial use of hydrogen and the sustainable development of the industry across the province, and to hear work reports from relevant provincial departments as well as opinions and suggestions from key enterprises in the industry chain, experts and scholars. The Xiangchenghui Research Institute commented that although provinces rich in hydrogen resources such as Jilin and Inner Mongolia had already taken relevant action, a provincial government special meeting on hydrogen chaired by the governor was a first for Hubei and represents a key turning point in the development of China's hydrogen industry.

Judging from the signals released by the meeting, "large-scale commercial use," "building a business model" and "sustainable development" were repeatedly emphasized, clearly different from the earlier stage when many localities focused on publishing plans and signing projects. This shows that, with the top-level policy framework largely in place and the "15th Five-Year Plan" green hydrogen targets already defined, the focus of provincial governments is shifting from "whether to develop" to "how to industrialize."

The report shows that more than 100 green hydrogen projects are currently under construction or planned nationwide, electrolyzer capacity is growing rapidly and hydrogen production costs continue to fall. Policy efforts are also intensifying: the MIIT issued the "15th Five-Year Plan for Green and Low-Carbon Industrial Development," making systematic arrangements for the hydrogen industry; and the National Energy Administration plans to establish 48 hydrogen-based energy industry standards, covering green aviation fuel, certification of green methanol and green synthetic ammonia, testing of electrolyzers and membrane electrodes, renewable energy hydrogen production engineering, hydrogen pipelines, hydrogen storage, integrated hydrogen production and refueling stations and fuel cells, with planned completion years all in 2028.

The application side also produced frequent highlights. China's first large-scale green ammonia export was completed, with 3,750 tonnes of green ammonia transported overland from Da'an, Jilin to Lianyungang, Jiangsu and shipped to South Korea, setting a world record for the largest single-batch green ammonia export; Shuozhou proposed promoting 1,000 hydrogen fuel cell heavy trucks within four years; and the first hydrogen auxiliary power system retrofit reach stacker at Shandong Port was put into use. Together these cases show that hydrogen is transforming from the single role of "transportation fuel" to a dual-engine model of "industrial feedstock + energy carrier."

Xiangchenghui analysis holds that the shift from "planning" to "construction" reflects substantive improvements in the technological maturity and economics of every link in the hydrogen industry chain. With demonstration projects in the five major city clusters advancing in depth, the hydrogen industry is expected to achieve the key leap from demonstration to scale within the next two to three years.