Build a new-type energy storage industry chain to empower the new generation of power systems and smart grids.
Increased attention at the top levels is expected to bring significant development opportunities for the hydrogen energy industry chain.
At the 2025-2026 China Economic Annual Conference hosted by the China Center for International Economic Exchanges on the 13th, Han Wenxiu, Deputy Director of the Central Financial Affairs Commission Office, stated that next year will be the first year of a comprehensive transition from dual control of energy consumption to dual control of carbon emissions. Efforts will be made to strengthen the construction of the national carbon emission trading market and foster new growth areas such as hydrogen energy and green fuels.
At the 2025-2026 China Economic Annual Conference hosted by the China Center for International Economic Exchanges on the 13th, Han Wenxiu, Deputy Director of the Central Financial Affairs Commission Office in charge of daily operations and Director of the Central Rural Affairs Office, stated that next year will be the first year of fully transitioning from dual control of energy consumption to dual control of carbon emissions. Efforts should be made to actively and steadily advance the process of peaking carbon emissions, further promote energy conservation and carbon reduction transformations in key industries, strengthen the construction of the national carbon emission trading market, foster new growth points such as hydrogen energy and green fuels, and build a number of zero-carbon industrial parks and zero-carbon factories.
Guojin Securities pointed out that in 2025, top-level attention to hydrogen energy has increased, with frequent high-level policy directives at the national level. The biggest difference for hydrogen energy between the '15th Five-Year Plan' and the '14th Five-Year Plan' periods lies in the heightened urgency of policies and the greater completeness of infrastructure. The second half of the energy revolution – decarbonization in non-electric sectors – makes hydrogen, ammonia, and methanol as crucial energy carriers indispensable. The entire industry chain is poised for significant development opportunities. The industry is still in the early stages of commercialization, primarily driven by policies, focusing on directions with strong domestic and international resonance, clear demand, and high flexibility.
According to the Cailian Press thematic database, among related listed companies:
Rejuvo Tech, in collaboration with East China University of Science and Technology and other parties, officially released the “Biogas Full Carbon Directional Conversion to Green Methanol (BESTm) Disruptive Technology.”
China Tianying has established a full-industry-chain green circular economy route featuring “green hydrogen consuming green electricity, green chemical derivatives consuming green hydrogen, and integrated source-grid-load-storage,” with plans to possess a supply capacity of 1 million tons of ISCC RFNBO-standard electro-methanol by 2030.