Highlights

• Chinese state-owned enterprise develops breakthrough solid-state hydrogen storage materials with significant international market potential.
• Company has secured export orders and partnerships across the US, Europe, South Korea, and Japan.
• 351% year-on-year sales surge.
• Strategic pivot from saturated battery markets positions China to potentially dominate next-generation hydrogen energy infrastructure.

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China is sharpening its hydrogen play, and rare earths are right at the center. According to a state-owned enterprise, a company known simply as Hydrogen Storage Company has pivoted into solid-state hydrogen storage materials, leveraging its deep roots in rare earths to carve out a global niche in clean energy.

Key Updates

The firm, apparently state-owned, has adopted a “breakthrough points, chain extension” strategy—focusing on specific innovations and then scaling across the value chain. This has already translated into export orders: workers were recently seen packing solid-state hydrogen storage materials labeled in English for overseas customers, with shipments headed out on two-month voyages. At the same time, new production equipment is being installed to expand capacity.

In 2025, the company inked partnerships with 15 companies in the U.S., Europe, South Korea, and Japan; eight are already making bulk purchases. Management is clear-eyed about competition: with lithium-ion and nickel-hydrogen batteries maturing but oversupplied in China, the pivot to hydrogen—particularly solid-state storage—offers both a growth market and a way out of brutal domestic price wars.

Breakthroughs

• Solid-state hydrogen alloys and devices under the “Beixi Hydrogen Energy” line have attracted attention at major trade fairs.
• Mass sales began in May, with more than 1,800 units delivered to Jiangsu province.
• In July, the firm rolled out 50 hydrogen-powered two-wheelers for industrial use.
• In August, Inner Mongolia saw the launch of its first low-pressure solid-state hydrogen refueling station.
• By the end of July, sales of solid-state hydrogen storage materials surged 351% year-on-year, with profits up 217%, already hitting nearly 89% of the company’s full-year target. These numbers are not verified.

Why It Matters for the West

Solid-state hydrogen storage, especially when paired with rare earth alloys, could shape next-generation energy systems—from forklifts and bikes to refueling infrastructure. China’s advances signal not only a technological breakthrough, but also a strategic market positioning that could leave Western companies racing to catch up. The dual message: China intends to control more than just raw rare earths; it aims to dominate advanced applications in hydrogen as well.

Disclaimer: This news item originates from a Chinese state-owned enterprise. The information provided, including performance claims and business results, should be independently verified.

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