氢能与核聚变日报：十五五规划明确2030年制氢200万吨Hydrogen and Fusion Daily: 15th Five-Year Plan Sets 2 Million Tonnes of Hydrogen Production by 2030

According to Green Fuel International Business Network, hydrogen energy and nuclear fusion are advancing along two parallel tracks. On the policy side, the NDRC and the National Energy Administration jointly issued the 15th Five-Year Plan for Renewable Energy Development, anchoring total installed renewable energy capacity of 3.5 billion kW and wind and solar power capacity of more than 2.8 billion kW by 2030, and specifying a hydrogen production scale of 2 million tonnes by 2030, opening up certain growth space for wind-solar-hydrogen targets.

The Beijing Stock Exchange already has 34 listed companies in renewable energy fields such as solar, wind and hydrogen power, 17 of them hydrogen-related, as policy dividends guide capital to gather in the hydrogen industry chain. At the Chengdu Academicians Federation Conference, Lei Xianzhang, academician of the German National Academy of Science and Engineering and professor at Southwest Petroleum University, said that a several-fold expansion of wind and solar installed capacity cannot be sustained by grid consumption alone, and that electricity-hydrogen synergy is the only way forward for the energy transition.

Lei Xianzhang proposed two pathways to address the shortfall in green hydrogen supply for park cities: relying on the wind and solar resources of the "three prefectures and one city" area and using low-cost "hydrogen-oil" transport, and activating small hydropower plants around Chengdu to produce green hydrogen locally. At the same time, hydrogen power for aviation is accelerating—Yi Hydrogen Power completed tens of millions of yuan in angel+ round financing, focusing on aviation-grade liquid-cooled fuel cells, and has become a hydrogen power system supplier for COMAC.

On the capital side, primary market financing for controllable nuclear fusion is hot. Titanium Capital Research Institute released an analysis: global fusion added USD 4.4 billion in financing over the past 12 months, bringing the cumulative total to USD 14.2 billion, and China now has 27 fusion device companies; in the short term, SMR (small modular fission reactor) technology is mature and can supply power to AI computing parks, while in the long term controllable nuclear fusion is the ultimate zero-carbon energy, with the industry expecting small-scale fusion grid connection between 2030 and 2035.

However, hydrogen commercialization is still stuck at the cost barrier. Jiupai Finance broke down the hydrogen cost chain: on the vehicle side, platinum group catalysts are expensive (20-30 grams of platinum per vehicle); on the hydrogen side, storage and transportation are expensive (accounting for 30%-40% of terminal costs), with hydrogen prices of about RMB 27.5/kg on the production side and as high as RMB 45/kg on the consumption side; in the first four months of 2026, hydrogen fuel cell vehicle production and sales fell 63% and 43.6% year on year, and the industry is moving from "technically feasible" to "commercially feasible".

Industry support facilities are also being improved. On July 25, the 2026 Gansu (Lanzhou) New Energy Equipment Industry and Hydrogen Low-Carbon Technology Innovation Development Conference was held in Lanzhou, focusing on new energy equipment, hydrogen low-carbon, smart grids and other fields; the Ministry of Education completed additions to the vocational education program catalog in 2026, adding 27 undergraduate and college programs including "Hydrogen Energy Engineering Technology", which will begin enrollment in 2027, precisely matching the demand for new national occupations.