氢能新地图“加载”中，重磅项目集中迈向投产A New Hydrogen Map Is Loading as Major Projects Move Toward Production

According to Green Fuel International Business Network, the "China Hydrogen Development Report (2026)" recently released by the National Energy Administration disclosed the current hydrogen "balance sheet": as of June 2026, China's capacity for renewable hydrogen production built and under construction exceeded 1.4 million tonnes per year (including 270,000 tonnes per year completed and put into operation and 1.13 million tonnes per year under construction); about 620 hydrogen refueling stations had been built in total, with more than 350 km of pure hydrogen pipelines in operation; nearly 8,000 fuel cell vehicles were rolled out in 2025, and more than 10 hydrogen-based fuel ships had been put into operation cumulatively. For the first time, the report made clear that during the "15th Five-Year Plan" period, hydrogen will be steadily moved from "policy-driven" to "market-driven." This positioning is being continuously verified by actual progress on the industry side: entering the second half of 2026, from the northwest to central China and from hydrogen production to equipment, a batch of heavyweight projects are being put into operation in a concentrated manner and racing toward full capacity, and the new map of the hydrogen industry is accelerating its "loading."

On the front of large-scale hydrogen production projects, the construction of the production line of the Qianjiang Qingbei Hydrogen project with an annual output of 23 million standard cubic meters of high-purity green hydrogen has entered its final stage; all hydrogen production equipment has been installed and equipment commissioning is in full swing. After Phase II is completed, total capacity will reach 20,000 standard cubic meters per hour, making it the largest green power hydrogen production base in central China and filling the gap in green hydrogen in central China.

In early August, the hydrogen production station of the Shenzhen Energy Otog Banner wind-solar hydrogen production integrated green ammonia synthesis project went into full operation. The project is one of the first batch of hydrogen pilot projects of the National Energy Administration and a demonstration project for wind-solar hydrogen production and green ammonia synthesis in Inner Mongolia, with total investment of RMB 3.5 billion, supporting 505 MW of wind and solar power (including 500 MW of wind power and 5 MW of off-grid PV), equipped with 48 electrolyzers, designed to produce 20,000 tonnes of green hydrogen per year, and supported downstream by a 150,000-tonne green ammonia synthesis unit, building a full-chain industrial model of "green power—green hydrogen—green ammonia."

Phase I of the renewable hydrogen production and liquefaction plant project in Kangbao County, Zhangjiakou, Hebei, has total investment of RMB 1 billion and is designed to produce 12,000 tonnes of green hydrogen per year. It will soon be officially put into operation and reach full capacity. As the core gas source end of the Kangbao-Caofeidian long-distance green hydrogen pipeline, once in operation it will fill the low-carbon fuel gap of core industrial scenarios in Beijing-Tianjin-Hebei — heavy industry and chemicals at the Caofeidian port area. Designed by the North China Branch of CPECC, China's first high-pressure, long-distance green hydrogen pipeline — the hydrogen long-distance pipeline project from Darhan Muminggan Joint Banner in Inner Mongolia to the urban area of Baotou — is accelerating toward commissioning. The project has total investment of RMB 1.126 billion and is invested and built by Inner Mongolia Huadian Huameng Pipeline Co., Ltd., one of the core projects of the first batch of hydrogen pilots of the National Energy Administration.

In the southwest, the Guizhou Liupanshui steel-coke integrated clean energy project under CIMC Enric was officially put into operation in July, with total investment of RMB 808 million. Using coke oven gas from Shougang Shuicheng Steel as feedstock, it produces 24 million standard cubic meters per year of 99.999% high-purity hydrogen and about 140,000 tonnes of LNG, becoming a key hydrogen supply node on the "Chongqing-Guizhou-Guangxi" hydrogen corridor.

The equipment segment is expanding and upgrading in step: on August 11, the Shunhua Hydrogen Energy Science and Innovation Industrial Park, with total investment of about RMB 150 million and a building area of nearly 20,000 square meters, was officially completed and opened; on August 7, Trina Hydrogen demonstrated for the first time China's first MW-class integrated PV-storage-hydrogen empirical testing center, capable of testing electrolyzers of all specifications from 2.5 MW to 10 MW; on August 6, two alkaline electrolyzer production lines of Zhongtian Huahydrogen officially went into operation, raising annual hydrogen production equipment capacity to 1 GW; on July 28, the upgraded H49 hydrogen heavy truck production line of HPT went into operation, and the Xinchufeng assembly workshop will have the capacity to manufacture more than 2,000 hydrogen heavy trucks per year.

Overall, this wave of concentrated project commissioning in the second half of 2026 is a direct microcosm of the hydrogen industry moving from policy cultivation to market deployment. But capacity landing is only the starting point; the commercial closed loop is the core question that follows, which will not only determine the efficiency of value realization in this round of capacity expansion, but also define the development quality and growth resilience of China's hydrogen industry in its next stage.