Overview
On October 12, the 2026 World New Energy and New Materials Conference opened at the Ordos International Convention Center. Centered on the five industrial chains of wind, solar, hydrogen, storage and vehicles—plus coal-based new materials—it showcased frontier results from silicon-carbon anodes to long-duration storage and from zero-carbon parks to smart grids, offering a window into this resource-based city’s green transition.
Over five years, Ordos has attracted more than 60 leading and chain enterprises in the “wind-solar-hydrogen-storage-vehicle” space—including Longi, Envision, CRRC, CATL and Chery—building scale of 10 GW wind equipment, 85 GW PV cells and modules, 63 GWh storage equipment, 1.43 million tons of cathode/anode materials, over 20,000 hydrogen units and 350,000 NEVs, forming a closed-loop green ecosystem across the five segments.
Background & Interpretation
1. Industry Background and Policy Context
As the global energy transition and China’s dual-carbon strategy deepen, resource-based cities must leap from “selling resources” to “selling manufacturing, technology and scenarios.” Using zero-carbon industrial parks to fuse innovation and industry chains, Ordos is a typical case of new-type industrialization for resource regions.
2. Core Drivers and Underlying Mechanisms
Leveraging cheap energy and abundant wind-solar resources, plus downstream scenarios (zero-carbon parks, an intelligent connected-vehicle “vehicle-road-cloud” pilot, and China’s first fully automated AI freight industrial park), Ordos forms an in-situ conversion loop of “green power—equipment manufacturing—end applications.” Envision’s Ordos battery gigafactory produces 30,000 cells daily, 80% exported to Europe, the U.S. and Singapore, evidencing international competitiveness.
3. Market Structure and Value-Chain Impact
The Ordos model shows new-energy equipment manufacturing shifting from single-project solicitation to chained clusters, where leading firms pull upstream and downstream. Yet gaps remain in PV film, wind bearings, storage separators and hydrogen storage/transport, demanding continued chain-filling. The city also brought in Tsinghua and Peking University energy institutes to strengthen source innovation.
Implications & Outlook
Near term, the cluster underpins local industrial and investment resilience; medium term, with green-power direct connection and compute-power coordination, zero-carbon parks may become integrated “green power + compute + manufacturing” carriers. Watch the green-hydrogen cost curve, storage ramp pace, and export-market trade policy.
Takeaways for Industry Participants
- Equipment firms can locate capacity in regions with green-power and cost advantages along the resource-manufacturing-scenario logic.
- Local governments should shift from single projects to ecosystem building, with innovation platforms and talent support.
- Investors can watch domestic-substitution and export dual engines among cluster leaders.
This column compiles industry information and shares technical perspectives; it does not constitute investment advice.