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Sector radar / Hydrogen
Sector brief: what Chinese policy is doing in this sector, how it treats foreign firms, who is named, and what China sells abroad. Every figure links to its documents. Goods: Hydrogen (2804.10); electrolysers have no code of their own.
EU target: Net-Zero Industry Act, Regulation (EU) 2024/1735: electrolysers and fuel cells are strategic net-zero technologies; 40% manufacturing benchmark. China supplies 0% of the EU's imports of these goods from outside the EU (2025; imports, not consumption).
Next five years: named in 11 of the 15 15th Five-Year Plan outlines held (13.2 mentions per 100k characters), against 6 of 7 14th-plan outlines (5.6): 2.4× as dense; up in 3 and down in 0 of the 4 places with both. Ordos: “支持企业“走出去”拓展海外贸易市场,培育发展外贸新业态新模式,发展服务贸易,支持企业参与国际氢能、储能、碳中和等绿色技术合作,推动绿色产品认证与国际互认,探索发展数字贸易。” (outline) Plan watch.
Documents held, so collection shapes the curve; the momentum ratio is relative to the corpus.
| Heading | world | growth/yr | EU-27 | EU since 2023 | share of EU imports |
|---|---|---|---|---|---|
| Hydrogen 280410 | $827k | -23% | $8k | -20% | 0% |
| Date | Central document | provinces | median lag | |
|---|---|---|---|---|
| 2022-03-23 | 氢能产业发展中长期规划(2021-2035年) Medium- to Long-Term Plan for the Development of the Hydrogen Energy Industry (2021–2035) |
8 | 330 d | trace → |
| 2023-07-19 | 关于印发《氢能产业标准体系建设指南(2023版)》的通知 Notice on the Issuance of the ‘Guidelines for the Development of a Standardisation System for the Hydrogen En… 国标委联〔2023〕34号 |
2 | 698 d | trace → |
| 2026-04-27 | 财政部关于下达2026年节能减排补助资金预算(第一批)的通知 Notice from the Ministry of Finance on the Allocation of the 2026 Budget for Energy Conservation and Emission… 财建〔2026〕92号 |
2 | 60 d | trace → |
| 2026-03-06 | 工业和信息化部 财政部 国家发展改革委关于开展氢能综合应用试点工作的通知 Notice from the Ministry of Industry and Information Technology, the Ministry of Finance and the National Dev… 工信部联节〔2026〕59号 |
0 | none held | trace → |
Across all State Council directives the median lag to a province's implementing document is about 151 days (middle half 84–259).
| Province | documents (36 m) | leans | with money | favouring | local-only programmes | |
|---|---|---|---|---|---|---|
| Guangdong | 30 | ×2.2 | 11 | 1 | 0% of 67 | exposure → |
| Beijing | 5 | ×1.4 | 3 | 0 | 13% of 100 | exposure → |
| Inner Mongolia | 5 | ×1.5 | 0 | 0 | 1% of 154 | exposure → |
| Jilin | 4 | ×3.4 | 0 | 0 | 4% of 116 | exposure → |
| Hubei | 3 | ×1.1 | 2 | 0 | 7% of 266 | exposure → |
| Shanghai | 2 | – | 1 | 0 | 15% of 620 | exposure → |
| Sichuan | 2 | – | 0 | 0 | 8% of 451 | exposure → |
| Fujian | 1 | – | 0 | 0 | 2% of 199 | exposure → |
| Shanxi | 1 | – | 0 | 0 | 0% of 44 | exposure → |
| Yunnan | 1 | – | 0 | 0 | 3% of 96 | exposure → |
| Guangxi | 1 | – | 0 | 0 | 0% of 34 | exposure → |
| Chongqing | 1 | – | 0 | 0 | 0% of 67 | exposure → |
| 2026-04-27 | 财政部关于下达2026年节能减排补助资金预算(第一批)的通知 Notice from the Ministry of Finance on the Allocation of the 2026 Budget for Energy Conservation and Emission… 财建〔2026〕92号 |
| 2026-03-06 | 工业和信息化部 财政部 国家发展改革委关于开展氢能综合应用试点工作的通知 Notice from the Ministry of Industry and Information Technology, the Ministry of Finance and the National Dev… 工信部联节〔2026〕59号 |
| 2023-07-19 | 关于印发《氢能产业标准体系建设指南(2023版)》的通知 Notice on the Issuance of the ‘Guidelines for the Development of a Standardisation System for the Hydrogen En… 国标委联〔2023〕34号 |
| 2022-03-23 | 氢能产业发展中长期规划(2021-2035年) Medium- to Long-Term Plan for the Development of the Hydrogen Energy Industry (2021–2035) |
| 2020-09-16 | 关于开展燃料电池汽车示范应用的通知 Notice on the Implementation of a Demonstration Programme for Fuel Cell Vehicles 财建〔2020〕394号 |
| 2026-10-08 | 关于《加快推动氢能产业高质量发展的若干措施》的起草说明 Explanatory Notes on the Drafting of the ‘Several Measures to Accelerate the High-Quality Development of the … Guangzhou Municipal Development and Reform Commission |
| 2026-09-30 | 关于佛山市广东燃料电池汽车示范城市群2026年中央节能减排补助资金补贴计划名单的公示 Public Notice Regarding the List of Recipients for the 2026 Central Government Energy Conservation and Emissi… Foshan Municipal Bureau of Development and Reform |
| 2026-09-15 | 关于公示广州市中央节能减排补助资金燃料电池汽车示范城市群第四年度推广应用国家补贴安排计划(第二批)的公告 Announcement on the Public Notice of the Plan for the Allocation of National Subsidies for the Fourth Year of… Guangzhou Municipal Development and Reform Commission |
| 2026-09-15 | 关于公示广州市燃料电池汽车示范城市群第四年度推广应用市级补贴安排计划(第二批)的公告 Notice on the Public Consultation Regarding the Arrangements for Municipal Subsidies for the Fourth Year of t… Guangzhou Municipal Development and Reform Commission |
| 2026-09-15 | 关于公示广州市燃料电池汽车示范城市群第四年度推广应用省级补贴安排计划(第一批)的公告 Announcement on the Public Notice of the Plan for the Allocation of Provincial Subsidies for the Fourth Year … Guangzhou Municipal Development and Reform Commission |
| 2026-09-15 | 关于公示广州市燃料电池汽车示范城市群第四年度推广应用市级补贴安排计划(第二批)的公告 announcement · Guangzhou Municipal Development and Reform Commission |
| 2026-09-07 | 道氏科技氢能及新材料产业园水土保持设施验收报备情况公告 announcement · 佛山市禅城区住房城乡建设和水务局 |
| 2026-08-21 | 佛山市发展和改革局关于开展广东燃料电池汽车示范城市群2026年中央节能减排补助资金申报工作的通知 Notice from the Foshan Municipal Development and Reform Bureau Regarding the Application Process for the 2026… Foshan Municipal Bureau of Development and Reform |
| 2026-08-06 | 关于公示广州市荔湾区、花都区中央节能减排补助资金燃料电池汽车示范城市群第四年度推广应用国家补贴安排计划(第一批)的公告 Announcement on the Public Notice of the Arrangement Plan for National Subsidies for the Fourth Year of the P… Guangzhou Municipal Development and Reform Commission |
| 2026-08-06 | 关于“绿色化工和氢能产业园区智能消防系统项目(一期)”新建民用建筑项目防空地下室易地建设审批公示 public notice · Maoming Municipal Bureau of Development and Reform |
| Measure | Group | Found | checked precision |
|---|---|---|---|
| Capital grant | Fiscal and financial support | 34 | 70% |
| Operating subsidy | Fiscal and financial support | 17 | not checked |
| Interest subsidy | Fiscal and financial support | 12 | 90% |
| Purchase subsidy | Fiscal and financial support | 9 | 80% |
| Usage privilege | Usage privileges | 6 | not checked |
| Tax relief | Fiscal and financial support | 4 | 80% |
| First-of-a-kind support | Fiscal and financial support | 3 | 100% |
| Guidance fund / state equity | Fiscal and financial support | 2 | 50% |
| Credit guarantee | Fiscal and financial support | 1 | 90% |
| Vouchers for firms | Fiscal and financial support | 1 | not checked |
Precision from the Data page: samples of ten, checked by the AI assistant; a human-coded sample is still to come.
| Provision | How | Disadvantages |
|---|---|---|
| ““补改投”方式的支持比例不超过项目研发投入的50%,投资占项目单位的股比不超过30%。”
广州市人民政府办公厅关于印发广州市推动智能网联新能源汽车产业发展三年行动计划的通知 穗府办规〔2025〕5号 · 2025-06-18 |
Ownership, own-brand or own-IP test | foreign-owned firms |
| “在我省注册成立的氢能企业,符合条件的,可享受西部大开发、高新技术企业等税收优惠政策。”
关于印发《青海省促进氢能产业发展的若干政策措施》的通知 · 2023-01-12 |
Local registration / tax | other regions |
| “”宋向清建议,加速推动氢能产业化、规模化、品牌化、标准化进程,尽快出台国家氢能产业发展规划、国家氢能行业标准,建立国家氢能产业发展基金,加快加氢站布局,扶持一批自主知识产权领先的氢能产业龙头企业,支持氢能企业上市融资。”
完善顶层设计 加快氢能储能产业发展 · 2022-03-30 |
Ownership, own-brand or own-IP test | foreign-owned firms |
Keyword and model screens: leads to check against the document, not findings. Newest first, one per document.
| No in-force date in the next 12 months. |
| 2026-12-31 | 关于印发《青海省加快推动氢能产业高质量发展的若干政策措施》的通知 Qinghai Provincial People's Government |
| Firm | Ownership | Listings |
|---|---|---|
| 广东清能新能源技术有限公司 | unclassified | 9 |
| 广东省特种设备检测研究院 | unclassified | 7 |
| 广东云韬氢能科技有限公司 | unclassified | 5 |
| 东莞中汽宏远汽车有限公司 | unclassified | 5 |
| 浙江大学能源工程学院化工机械研究所 | unclassified | 4 |
| 佛山绿色发展创新研究院 | unclassified | 4 |
| 广东国鸿氢能科技有限公司 | unclassified | 4 |
| 佛山市清极能源科技有限公司 | unclassified | 4 |
| 广州国鸿氢能科技有限公司 | unclassified | 4 |
| 广东氢蓝新能源集团有限公司 | unclassified | 4 |
| 广汽领程新能源商用车有限公司 | State-owned | 4 |
| 广州亿华通新能源科技有限公司 | unclassified | 4 |
Foreign-owned and joint ventures named:
广汽丰田汽车有限公司 (4) · 广汽本田汽车有限公司 (3) · Saic Volkswagen Automotive Company Limited (1) · 上汽通用汽车有限公司 (1) · 上汽通用五菱汽车股份有限公司 (1) · 北京福田戴姆勒汽车有限公司 (1) · 郑州日产汽车有限公司 (1) · 庆铃汽车股份有限公司 (1) · 神龙汽车有限公司 (1) · 一汽-大众汽车有限公司 (1)
No listed group in this sector with HKEX grants extracted.
88 documents whose title matches 氢能|氢燃料|加氢|制氢, plus 57 in the topic tree hydrogen; 115 together. Goods: HS 280410. Measures and preference provisions are screen output; open each document for the clause.