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”In the last week of September, the 530MW hydrogen energy bidding signal was released: green hydrogen projects are moving from 'single-point demonstration' to 'cluster-scale deployment'

In the last week of September 2026, the hydrogen energy industry’s bidding market delivered a substantial weekly report. According to statistics from the International Energy Network Hydrogen Hub, from September 22 to 28 alone, the total scale of newly awarded hydrogen energy projects in China reached approximately 530 MW, involving central state-owned enterprises such as Sinopec, Huadian, Henan Investment Group, as well as local government platforms. A single-week volume of 530 MW would have been almost unimaginable in 2024, when green hydrogen projects generally trialed at the 'tens of megawatts' level, yet today it has become a weekly norm, representing the most direct measure of the industry's stage transition. Weekly report breakdown: the project list behind the 530 MW in a single week.

Breaking down the project structure of this week item by item, we can see that green hydrogen has already moved from 'demonstration' to 'engineering-scale deployment.' Huadian Inner Mongolia Daimaoqi's first-phase 1 million kW wind and solar hydrogen production project has launched the procurement of hydrogen storage tanks for Bids 1 and 2, corresponding to a hydrogen production capacity of 88,000 Nm³/h and a power side capacity of 440 MW, located in Daimaoqi, Baotou, Inner Mongolia; Sinopec has started the development and demonstration of a domestically-produced 1000 Nm³/h Proton Exchange Membrane (PEM) water electrolysis hydrogen production dual-cell system in Puyang, Henan, with an estimated bid amount of 8.3176 million yuan (excluding tax) and a hydrogen production capacity of 1000 Nm³/h; Henan Investment Group Zhengzhou Yuneng Thermal Power has a hydrogen inquiry and bidding procurement for 2026, estimated at 2,500 cylinders (40L/cylinder) to be settled based on actual quantity; the key compression equipment for Phase I of Hami Yongfa Juneng acid gas-to-hydrogen co-production LNG project was awarded to Shenyang Blower Works Group, with a quoted price of 36.28 million yuan. These four types of projects cover hydrogen production, storage and transportation, chemical coupling, and end-use procurement, indicating that the demand chain is expanding simultaneously.

Looking at the broader perspective: the total volume of bids and awards in 2026

Beyond weekly data, extending the perspective to the entire year makes the trend of increasing volume clearer. The Hydrogen Energy Hub May weekly report shows that from May 11 to 15, a total of 7 projects were awarded, with a total capacity of 334.7 MW and hydrogen production of 66,940 Nm³/h; in March, the EPC of the Pear Tree project hydrogen production unit was pre-awarded to China Nuclear Power Engineering Co., Ltd. for 204.96 million yuan, corresponding to 160 MW and hydrogen production of 32,000 Nm³/h, serving as the core equipment for the State Power Investment Corporation's 200,000-ton green methanol project; the second phase of the China Energy Construction Songyuan Hydrogen Energy Industrial Park (green hydrogen-ammonia-methanol integration) has started, with a planned total installed capacity of 1,600 MW (1,480 MW wind power, 120 MW photovoltaic), an electrolysis hydrogen production capacity of 126,000 Nm³/h with a total of 126 sets of 1,000 Nm³/h alkaline electrolyzers, and a total investment of 29.6 billion yuan, constructed in three phases to produce 600,000 tons of green synthetic ammonia and 60,000 tons of green methanol. From weekly to annual data, the scale of green hydrogen equipment tenders is leaping by an 'order of magnitude,' and the clock of capital expenditure is clearly accelerating. Structural change: from 'hydrogen production equipment' to 'ammonia-methanol integration'.

What is even more noteworthy is the structural shift in project formats. Early tenders mostly involved a single electrolyzer or hydrogen production power source, whereas now the integrated model of 'wind power—electrolysis—green methanol/green ammonia' has become mainstream. The China National Electric Investment Corporation's Yancheng Jidian green hydrogen production, storage, transportation, and utilization integration (Phase I) demonstration project plans to produce 8,000 Nm³/h of hydrogen, and in August, it launched a tender for four 1,000 Nm³/h alkaline electrolyzers; the Jilin Lishu project, on the other hand, deeply couples 400 MW of wind power, 32,000 Nm³/h of hydrogen production, and annual consumption of 700,000 tons of straw for biomass gasification, aiming to produce nearly 200,000 tons of green methanol per year. The 'chain-length' characteristic of equipment tenders is becoming increasingly evident—a single 100 MW-level project often simultaneously drives orders for electrolyzers, power sources, BOP, storage tanks, compressors, purification, and other multiple links, with fluctuations in single equipment orders being replaced by the stability of project-level orders.

Data analysis: The triple drivers behind the increase in volume.

My judgment is that the single-week 530 MW is not an isolated pulse, but the result of a triple power superposition. First, on the policy side, the “Shagehuang” large-scale base and the green electricity direct connection policy opened up absorption space, making 100 MW-level wind and solar hydrogen production economically viable in resource areas; second, the decarbonization demand of the chemical and shipping industries pushed green methanol and green ammonia from “concept” to “long-term contracts,” with downstream locked orders driving upstream equipment tenders in reverse; third, the localization of electrolyzers and expansion of production lines rapidly reduced unit investment. In the first half of 2026, Yangguang Hydrogen Energy's 223 MW alkaline electrolyzer orders ranked first domestically, and overseas orders of 243 MW also led. Domestic mainstream manufacturers have cumulatively signed over 1 GW. When supply, demand, and policy forces all come into play simultaneously, green hydrogen weekly-scale bidding will no longer be news, but the new normal. Regionally, orders are highly concentrated in “wind and solar resource areas.”

Classify orders by region to make concentration immediately clear. Inner Mongolia contributed the largest volume thanks to bases in Damao Banner, Alxa, Chifeng, and others; Huadian’s Damao Banner project alone reached 440 MW. Jilin’s Lishu and Songyuan quickly scaled up by relying on the chain of 'green methanol production—fuel filling—ocean shipping.' Northwestern provinces such as Xinjiang, Ningxia, and Gansu have been continuously increasing investment in hydrogen pipelines and chemical coupling. This pattern of 'resource area equals project area' is essentially determined by the cost of green electricity—when the cost of wind and solar power falls below a certain threshold, the economic viability of green hydrogen relative to gray hydrogen becomes feasible. Therefore, the heat map of bids is almost a projection of the map of renewable energy resource endowments, and it also raises new requirements for equipment suppliers’ localized delivery capabilities.

For equipment companies, the significance of a weekly scale is not only in the order volume but also in the predictability of delivery schedules. When projects shift from 'a few demonstrations per year' to 'several large orders per month,' the supply chain inventory, production line scheduling, and after-sales service network all have to be planned in advance. This is also why leading manufacturers are expanding their capacity from the GW level to several GW levels—the market window is no longer a trial period, but a direct test of capacity and delivery.