Jilin Province Unveiled 2026 Government Investment Fund Catalog, Targeting Full Hydrogen Value Chain

CHANGCHUN, Jilin — Northeast China’s renewable energy landscape has received a major policy boost following the release of the “Catalog of Key Investment Sectors for Jilin Provincial Government Investment Funds (2026 Edition)” by the Jilin Provincial Development and Reform Commission (NDRC). The guidance explicitly places the entire hydrogen value chain into the core investment thesis for provincial state-backed funds. Aligning with Jilin’s “15th Five-Year Plan” and leveraging its vast regional wind power and biomass feedstock resources, the strategic initiative aims to accelerate commercial deployment across green hydrogen generation, equipment manufacturing, hydrogen energy storage, and clean transportation.

Jointly formulated by the Provincial NDRC, Department of Finance, Department of Science and Technology, and Department of Industry and Information Technology, the government-approved roadmap establishes targeted investment directives across key upstream and downstream industrial sectors:

1.Chemical Raw Materials & Products Manufacturing (C26): 

Renewable hydrogen production, alongside green methanol and other sustainable liquid synthetic fuels.

2.General Equipment Manufacturing (C34): 

Wind power equipment, high-capacity wind turbines, turbine blades, hydrogen equipment, proton-exchange membrane (PEM) electrolyzers, hydrogen storage cylinders, advanced electrolyzer stacks, and commercial storage applications.

3.Rail, Marine, Aerospace & Transport Equipment Manufacturing (C37): 

Hydrogen-powered intercity trains (hydrail).

4.Electrical Machinery & Equipment Manufacturing (C38): 

Tandem solar cells, solid-state batteries, sodium-ion batteries, hydrogen energy storage/fuel cells, flow batteries, integrated energy storage systems (ESS), smart photovoltaic modules, intelligent inverters, PV systems, and next-generation storage technologies.

5.Gas Production & Supply Industry (D45):

Synthetic green methane, bio-natural gas (biogas upgrading), densified biomass fuels, sustainable liquid biofuels (bio-ethanol, biodiesel, and Sustainable Aviation Fuel [SAF]), biomass carbonization and valorization, as well as biomass processing equipment and supply chain logistics.

The directive also codifies clear capital deployment rules, setting definitive boundaries for provincial hydrogen investments:

1.Mandatory Focus & Negative List:

Government-backed funds at all municipal and provincial levels must prioritize the designated hydrogen and clean-tech tracks, with strict prohibitions against investing in restricted or obsolete industrial capacities under the national “Industrial Structure Adjustment Guidance Catalog”.

2.Dynamic Adaptation Framework: 

The catalog will feature a flexible adjustment mechanism, realigning investment scopes dynamically in response to market maturation and national policy updates.