National Energy Administration: Hydrogen Investment Surges Over 160% YoY in H1, Coal-Fired Power Generation Share Drops Below 50% for First Time
Release time:
Jul 31,2026
On July 30, the National Energy Administration (NEA) held a routine press conference to present the national energy landscape and transition progress for the first half of the year. Xing Yiteng, Deputy Director-General of the Planning Department, noted that investment in the hydrogen sector maintained rapid growth, with a year-on-year increase of over 160%, making it the brightest spot in energy investment growth. During the same period, investment in power grids, EV charging and swapping infrastructure, and new energy storage grew by 13.5%, 21.8%, and 74.3% year-on-year, respectively. Investment in key energy projects continued to register positive growth on the high base of the previous year, providing strong support for the macroeconomy.

On the green and low-carbon transition front, as of the end of June, China's combined installed capacity of wind and solar power reached 1.95 billion kilowatts, up 16.8% year-on-year, and renewable energy generation accounted for about 40% of total electricity consumption nationwide. Of particular note, coal-fired power generation in the first half of the year stood at 2.5 trillion kWh, accounting for 49.7% of total power generation—the first time it has fallen below the 50% threshold. The NEA stated that this represents a phased achievement in the long-term promotion of non-fossil energy substitution and marks a new breakthrough in the energy structure transition.
At the press conference, Pan Huimin, Deputy Director-General of the New Energy Department, elaborated on the inclusion of non-electric utilization of renewable energy in the minimum target assessment for renewable energy consumption. She stated that this is an institutional innovation to implement the requirements of the Energy Law, aimed at alleviating grid integration pressure and expanding pathways for renewable energy utilization. Currently, China's production capacity for green hydrogen, green ammonia, and green methanol accounts for approximately half of the global total, and the heating and cooling area utilizing geothermal energy exceeds 1 billion square meters, indicating that non-electric utilization has preliminarily reached a scale foundation. Incorporating non-electric consumption into the assessment system will help guide policy to stimulate market demand, promote the large-scale development of green hydrogen-ammonia-methanol and geothermal industries, and provide strong support for end-use decarbonization and the construction of a new energy system.