三件事，指向吉林的三个新“底盘”Three things point to Jilin's three new 'foundations'

In recent times, there are three events in Jilin Province worth looking at together. In late September, at the Songyuan wharf, 5,000 tons of green ammonia were loaded onto a ship for shipment; the buyer was a Belgian shipping company, and the destination of this batch of goods was Nanjing Port, transferring through Zhoushan, and finally into the fuel tanks of an ocean-going vessel—the world's first sale of green ammonia for ocean shipping fuel, with the contract signed not long ago. During the National Day holiday, the Liaoyuan Tianying wind-solar-hydrogen-ammonia-methanol integrated project fully entered comprehensive linkage commissioning, with the first hydrogen production system completed and hydrogen production achieved, and the first batch of green methanol about to be produced. In mid-October, in the Changchun Auto Development Zone, FAW Ford’s power batteries rolled off the production line, were loaded onto AGV carts, and transported to the FAW Hongqi Prosperity Factory 5 kilometers away—a ten-minute drive. Suppliers along this chain are continuing to gather in the Auto Development Zone.

Three events, three cities, viewed together, point to the same core change.

Let's first look at Changchun. A power battery rolls off the production line of FAW Fudi and is transported by an AGV cart to the FAW Hongqi Prosperity Factory less than 5 kilometers away, taking about ten minutes in total. As the first renewable energy power battery base in Northeast China, FAW Fudi has successively attracted its core suppliers to the surrounding area of the Auto Development Zone. Today, a 2-kilometer 'coaxial industrial ecosystem' has been formed here, with six major OEMs driving the coordinated development of more than 400 parts suppliers.

Now let's look at Songyuan. Songyuan is not a coastal city, and neither is Jilin, yet the green fuel produced in Jilin is fuelling ocean-going ships. The first phase of the China Energy Songyuan Hydrogen Industry Park project has already been put into operation, with a daily green ammonia production capacity stabilizing at over 500 tons. The key core equipment is 100% domestically produced and has received ISCCEU EU green certification. The project adopts an integrated technical route of 'direct supply from wind and solar, energy storage for peak shaving, efficient electrolytic hydrogen production, and dynamic ammonia synthesis,' solving the conflict between the volatility of wind and solar power generation and the stability of chemical production. Relying on 'load follows source,' it enables fluctuating green electricity to adapt to stable chemical loads.

According to reports, Jilin Province ranks among the top in the country in green hydrogen and green ammonia and methanol production capacity. The province has an annual green hydrogen production capacity of 90,000 tons, and a total annual production capacity of 430,000 tons for green ammonia and green methanol. In August this year, the cities of Changchun, Siping, Songyuan, and Baicheng were included in the core section of the national hydrogen energy comprehensive application pilot city cluster, with the goal of making Jilin a key domestic supply base for green liquid fuels by 2030.

Now looking at Liaoyuan. The Liaoyuan Tianying wind-solar-storage-hydrogen-ammonia-methanol integrated project focuses on reshaping the energy structure. The project leverages local wind and solar resources to build an integrated chain of wind-solar-storage-hydrogen-ammonia-methanol, shifting from traditional resource extraction to green electricity-based hydrogen production, and the production of green ammonia and green methanol. The project has entered the overall coordinated commissioning stage, with the hydrogen production unit successfully producing hydrogen and green methanol about to start production. By utilizing abandoned mine pits to layout the entire industry chain, the project simultaneously undertakes ecological restoration while cultivating a hundred-billion-level green industry, promoting Liaoyuan's transformation from a traditional coal base into a green hydrogen and green liquid fuel supply base.

Looking at these three lines together, the reforms being promoted in Jilin Province have a consistent underlying logic: changing the 'base.' The automotive 'base' in Changchun is shifting from fuel-driven to electric-driven, from single-factory production to chain-style aggregation; the energy 'base' in Liaoyuan is shifting from coal mining and oil burning to wind and solar hydrogen production, from selling resources to selling green fuels; the green fuel industry in Songyuan is likewise an extension of this energy base restructuring idea.

The direction is already clear. FAW Fudi's batteries are continuously rolling off the line, Liaoyuan projects have entered the coordinated commissioning stage, and Songyuan's green ammonia is already being shipped overseas. Project progress varies in sequence and scale, but they all point to one thing: on top of the traditional industrial base, a new industrial structure is emerging.

[Source: Cailian News]

[Editor: Xiao Neng]