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  • Sparking a Second Life of Power Battery PART 2. Political Aspects of Battery Reuse in China
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    As the reuse of retired power battery is still in the early stage of the industry, in policy-driven China when the market and industrial chain are not complete, the guidance and support from government is especially crucial. This article thus tries to discuss what are current policies that related to power battery reuse, how they exert influence on the industry and what is the trend for future policies.

  • Hyundai’s Fuel Cell Strategies in China
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    In the last article, we discussed the FC strategies of Toyota. This time, we will look into the FC strategies of another giant in China, Hyundai. Unlike Toyota which has been actively seeking local SIs and OEMs as strategic partners, Hyundai took a completely different approach by setting up its own vehicle and FC system factories in China to further localize its integrated FCEV supply chain.

  • Toyota’s Fuel Cell Strategies in China
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    Toyota has been selling FC passenger vehicles in North America and Europe since 2015. But when they entered the Chinese market, they chose to focus on promoting FC commercial vehicles. Compared to the western market, there is no doubt that China indeed owns a larger market share of commercial vehicles. And the Chinese government is strongly supporting the promotion of FC commercial vehicles over passenger vehicles at the current stage, driven by the climate and energy policies. In the Chinese fuel cell industry, it has reached a consensus that FC commercial vehicles will be commercialized first than FC passenger vehicles.

  • Ubiquitous 6G: China Already Head Start?
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    This article looks into 6G research and development with a focus on China's 6G status quo.

  • Blockchain – Game Changer in Energy Industry
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    Here, we first explain why cryptocurrency, unlike blockchain, is banned from an energy perspective, and then identify business opportunities for blockchain in the energy industry.

  • Without Cryptocurrency, Where to Go for China's Blockchain? – Infrastructure, Major Players and Use Cases
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    1. China has banned cryptocurrencies but the blockchain infrastructure deployment is on a raging fire, featured with national project Blockchain Service Network (BSN).
    2. As the biggest consortium blockchain, China’s BSN is eyeing a worldwide range of blockchain applications, indicating its ambition to take a lead in the rising high-tech world.
    3. Baidu, Alibaba, Tencent, JD, PingAn and Huawei (BATJPH), being the major six Chinese blockchain players, have actively applying the tech in public services, such as finance. Followed are three typical use cases in e-government, logistics, and energy sector.

  • Hydrogen Fuel Cell Heavy Trucking in China
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    Although hydrogen fuel cell is just starting to compete against batteries as a clean powertrain, its potential in heavy-duty segment is widely acknowledged in the industry. Triggered by subsidy policies, China has witnessed an overwhelming force of fuel cell heavy-duty trucks (HDTs) from 2020 onwards. OEMs, suppliers, and governments alike are working together for new vehicle models and technology verification in various application scenarios.
    With a focus on HDTs in China, this article firstly uncovers reasons for current market prosperity by evaluating the technical fitness and the policy guidance. The discussion is followed by a review of market trend summarized from relevant projects and concludes with an assessment of important issues yet to overcome.

  • 5G in China: Alpha Position, Key Players and Opportunities from Energy Perspective
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    This article focuses on China's 5G industry, covering its global status, major payers and future opportunities in the intersection with energy sector.

  • Unveiling RE100 Roadmap: The Way to 100% Renewable Electricity in China
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    Going ‘100% renewables’ will mark a key milestone for many industry leaders to drive the renewable energy transition and contribute to the shift to a low-carbon economy.
    This article aims to provide businesses around the world with an overview of the three major approaches to achieve RE100 in China, via analysing the current landscape of the renewable electricity market in China and the implications of China’s recent energy policy announcements on reaching the ‘100% renewables’ goal.

  • Navigating opportunity in the China stationary fuel cell market
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    In 2020, Meijin Hydrogen Technology Park (also known as Hydrogen Energy Town) officially put into construction. Initiated by one of the largest coal producers in China—Meijin Energy—the Hydrogen Energy Town is deployed with a comprehensive hydrogen value chain with over RMB 11 billion investment. Likewise, the inflow of substantial investment has spread over the industry across China, under which a newly introduced segment—stationary fuel cell—is attracting diverse forces to conduct local market deployment. Thus, this article will explore four potential opportunities in the current market settings, and in response, we will disclose the efforts that industry stakeholders are devoting.