Core Viewpoint - The article highlights the rapid development of the hydrogen energy industry and focuses on the innovative company, Jia Membrane Technology (Xiamen) Co., Ltd., which specializes in anion exchange membrane (AEM) technology, showcasing its strong growth potential in the AEM electrolysis hydrogen production sector [3][4]. Company Overview - Jia Membrane Technology was established in 2022 and has quickly transitioned from technology research and development to large-scale production, mastering key technologies across the entire industry chain from monomers to systems [3]. - The company has built the first domestic production line with an annual capacity of 60,000 square meters for AEM membranes, positioning itself at the forefront of industrialization [3]. Product Performance - The KMem series anion exchange membranes, a patented product, have achieved complete localization of raw materials and accumulated over 1 million hours of electrolysis hydrogen production testing data [4]. - The earliest membrane products have recorded uninterrupted operation for over 10,000 hours, demonstrating long-term reliability [4]. - As of October this year, the sales of AEM membranes have exceeded 650 square meters, successfully applied in megawatt-level projects [4]. Competitive Advantage - The core competitiveness of Jia Membrane Technology lies in its deep layout in core materials, with a 50 kg resin large-scale production line addressing industry pain points regarding batch stability [7]. - The company has developed a new AEM membrane with an intermediate support layer, currently in the customer sampling phase, set for large-scale promotion next year [7]. Market Strategy - Jia Membrane Technology focuses on AEM membrane materials without competing with downstream electrolyzer manufacturers, instead opting for deep collaboration to advance AEM hydrogen production technology [7]. - The company has developed a series of electrolysis hydrogen production testing equipment to support the research and validation of core materials, creating a complete closed-loop from material to application verification [7]. Industry Insights - The company emphasizes the importance of product quality over cost in the current market, aiming to change customer perceptions of domestic membranes and promote high-quality localization [9]. - A significant breakthrough for the AEM industry is the stable operation of a practical megawatt-level AEM project, which is crucial for market confidence and development [9]. Future Outlook - Jia Membrane Technology plans to leverage its R&D advantages from Xiamen University and the Jia Geng Innovation Laboratory to build a ton-level resin factory to meet anticipated market demand next year [10]. - With the promotion of its next-generation membrane products and continuous capacity expansion, the company is expected to play a vital role in the development of China's AEM hydrogen production industry [10].

"宁波膜智信息科技有限公司"为势银（TrendBank）唯一工商注册实体及收款账户 势银年会： 2025势银氢燃年会（1月6-8日，宁波） 点此报名 添加文末微信，加 燃料电池 群 近日， 势银 （ TrendBank ） 调研了氢能装备领域的 "深耕者"—— 湖南隆深氢能科技有限公司 （ 简称：隆深氢能 ） ， 并 就企业产品研 发、 业务进展 及 市场 趋势预判进行了交流。 据隆深氢能 相关 负责人介绍， 公司 往年订单以燃料电池设备为主， 但今年业务结构已发生明显变化， PEM与AEM制氢设备成为主力增长点， 其中PEM设备贡献了绝大多数订单。 在燃料电池领域，隆深今年为南京某客户提供了包括浆料制备、涂布与转印在内的整线设备，中标金额超千 万元，成为今年行业中为数不多的量产案例。 作为国内较早攻克氢能转印设备技术难题的企业，隆深 氢能 自 2021年与客户联 合开发成功以来，逐步替代了此前依赖进口的韩国 转印 设备。 而隆深氢能的热转印设备之所以备受客户青睐 ，主要源于 五 大优势： PEM 电解槽热转印设备 结合早期的开发经验和多年来的实操积累，现如今隆深氢能现已形成 "PEM燃料电池整体生产解决方案 ...

Core Viewpoint - The article discusses the advancements and competitive landscape in the green hydrogen equipment sector in China, highlighting the emergence of new products and technologies from various companies, as well as the evolving market dynamics and competitive strategies [13]. Product Launches and Innovations - In the first three quarters of 2025, 25 companies launched 32 new electrolysis hydrogen production equipment products, with AEM leading with 12 new products, followed by ALK with 10, and PEM with 9 [3][4]. - Notable companies involved in ALK new products include Huadian Science and Technology, BlueStar North Chemical Machinery, and SANY Hydrogen Energy, while PEM products were launched by companies like Huadian Science and Technology and Sinopec Hydrogen Energy Machinery [3][4]. - AEM products were introduced by Future Hydrogen, Jiangsu Hydrogen Port, and Hydrogen Hummingbird, among others [3][4]. Product Characteristics - The new products exhibit features such as high current density, wide power adjustment range, and cost reduction [7][8]. - For instance, Huadian Science and Technology's PEM electrolyzer has a current density of 30,000 A/m² and a hydrogen production capacity of ≥500 Nm³/h, with a direct current energy consumption of ≤4.35 kWh/Nm³ [9]. - The second-generation alkaline electrolyzer from Tianhe Hydrogen has a rated current density of 4,000 A/m² and a direct current consumption of as low as 3.898 kWh/Nm³, achieving a 30% reduction in equipment costs [8][9]. Competitive Landscape - The competitive landscape is characterized by a three-dimensional structure involving traditional enterprise transformation, central enterprise platform integration, and innovation from emerging companies [13]. - Companies are focusing on technological differentiation, high-quality products, standardized certification, and global expansion to build competitive advantages [13]. Market Trends - The market is witnessing a shift towards high-efficiency and low-cost hydrogen production technologies, with significant advancements in PEM and AEM technologies [7][11]. - The article emphasizes the importance of innovation and the need for companies to adapt to changing market demands and technological advancements to remain competitive [13].

Core Viewpoint - The article emphasizes the strategic importance of hydrogen energy in China's future economic growth, highlighting its role in the transition to a green energy system and the collaboration between Shanghai Shanmei Research Institute and Shanhai Hydrogen to develop advanced hydrogen production technologies [3][5]. Group 1: Industry Trends - The 15th Five-Year Plan suggests that industries like hydrogen energy will be key growth points for the economy over the next decade, marking a shift from experimental phases to large-scale commercialization [3]. - Hydrogen energy is recognized for its clean and low-carbon characteristics, making it essential for the green transformation of industries [3]. Group 2: Collaboration and Technology - The partnership between Shanghai Shanmei Research Institute and Shanhai Hydrogen aims to integrate top-tier hydrogen production technologies with practical industrial applications, showcasing a model of synergy in technology and industry [8]. - The newly developed PEM hydrogen production system is claimed to be equivalent to three traditional systems, significantly reducing equipment investment costs and shortening project payback periods [10][24]. Group 3: Economic Viability - The PEM system is designed to operate efficiently with renewable energy sources, allowing for off-grid hydrogen production without the need for additional energy storage, thus lowering the cost of green hydrogen production [11][22]. - The anticipated production cost of green hydrogen is projected to be below 11 yuan per kilogram, making it competitive with traditional hydrogen sources [21][24]. Group 4: Technical Innovations - Shanhai Hydrogen's membrane electrode technology demonstrates exceptional stability and efficiency across a wide load range, which is crucial for adapting to the variability of renewable energy sources [14][19]. - The company has developed a unique catalyst structure that significantly reduces the amount of precious metals used while maintaining high performance and durability [19][20]. Group 5: Market Strategy - Shanhai Hydrogen aims to replace a significant portion of the existing gray and blue hydrogen market with low-cost green hydrogen, focusing on large-scale applications in the chemical industry [27]. - The company plans to establish a diverse product matrix to cater to various market segments, including hydrogen for health, agriculture, and fuel cells for two-wheeled vehicles [27].

Core Viewpoint - The article emphasizes the importance of the "Green Energy Intelligent Creation, Driving the Future" theme in promoting the incubation and industrialization of cutting-edge zero-carbon technologies, aiming to discover the most promising zero-carbon technology enterprises and facilitate deep integration of technology, capital, and industry [4][35]. Group 1: Event Overview - The 2025 Third Zero Carbon Technology Specialized and New Entrepreneurship Competition has recruited over 200 projects and held more than 20 related events since its launch in 2023, gathering over 20 leading enterprises, 60 expert judges, and 80 top investment institutions [6][36]. - The competition includes a series of activities such as innovation incubation camps, investment and financing forums, and interviews with industry leaders to accelerate the growth of entrepreneurs and create a green energy innovation ecosystem [6][36]. Group 2: Project Highlights - Seven participating companies presented their projects, covering core zero-carbon technology areas such as hydrogen energy materials, energy storage technology, hydrogen safety management, and green hydrogen supply [12][13]. - Notable projects include: - Zhejiang Haozhen Hydrogen Energy Co., focusing on hydrogen technology with a strong team and dual research background in China and Europe [15]. - Anhui Masui New Energy Technology Co., which developed a 50-micron ultra-thin PEM membrane electrode, reducing costs by 80% and achieving 97% efficiency [19][33]. - Shanghai Yujing Energy Technology Co., which is working on high-efficiency SOEC water electrolysis technology to lower hydrogen production costs [31][33]. Group 3: Future Prospects - The national finals of the competition will be held in late November in Shanghai, with the registration channel for the 2026 competition already open, inviting global zero-carbon technology startups to participate [36]. - The ongoing competition is expected to bring forth more quality projects and talents, injecting new momentum into the development of China's green energy industry and supporting the achievement of the "dual carbon" goals [36][37].

项目创新采用 "风电制绿氢+生物质气化制合成气"耦合技术路线 ，通过电氢协同设计与柔性控 制系统，开创了"电-氢-化"柔性协同新路径， 实现"无风不停机"的行业突破 ，有效解决了新 能源波动性对化工生产的影响，进一步提升系统运行的稳定性和经济性，推动能源与资源高效 循环。 此举不仅开创了 央国企共建 绿色液体燃料产业链的全新模式，也为我国绿色航运提供了可复 制的闭环解决方案。 项目 依托国家电投"十五五"绿色氢基能源产业发展路径，通过风电制氢与生物质碳源耦合制 甲醇，实现新能源与化工生产的柔性协同，推动化工领域摆脱对化石能源的依赖。 建成后 年 产 绿醇 19.72万吨 ， 年 减排二氧化碳约 30万吨 ， 不仅为航运脱碳构建完整产业链，更 以"电-氢-化"系统集成创新助力东北能源产业升级，成为区域落实能源安全与"双碳"目标的关 键示范。 其一，核心技术应用创新： 项目创新融合农业废弃物综合利用与绿色能源生产，构建了从生物 质资源到绿色燃料的完整链条。项目以秸秆为原料，大规模联合使用生物质制碳与气化技术， 有效解决秸秆焚烧污染问题，实现农业废弃物能源化升级，为生物质资源高品质、标准化利用 提供关键技术支撑。 ...

Core Viewpoint - The article discusses the current state of the fuel cell vehicle (FCEV) market, highlighting significant declines in installation and registration volumes in Q3 2025, while also noting the market concentration among leading companies in the sector [2][10]. Group 1: Fuel Cell Vehicle Market Performance - In Q3 2025, the fuel cell installation capacity was 155.6 MW, representing a year-on-year decrease of 50.1% but a quarter-on-quarter increase of 57.7% [2]. - The number of registered fuel cell vehicles in Q3 2025 was 1,298, showing a year-on-year decline of 52.2% but a quarter-on-quarter increase of 57.9% [2]. Group 2: Leading Companies in the Market - The top five companies in the fuel cell vehicle market accounted for 76.4% of the total installations, with YunTao Hydrogen Energy leading at 26.3% of the market share, followed by RuiWei Technology and WeiShi Energy [8][10]. - YunTao Hydrogen Energy delivered 341 fuel cell commercial vehicles in Q3, with 205 of these being specialized vehicles, primarily concrete mixers [8][14]. Group 3: Vehicle Production and Registration - The leading vehicle manufacturers for FCEVs in Q3 included SANY Automotive, Dongfeng Motor, and Yutong Group, with SANY Automotive achieving the highest sales of 340 vehicles [15][17]. - The cities with the highest registration numbers were Tangshan (300 vehicles), Guangzhou, and Zhengzhou, with Tangshan leading the market [18][20]. Group 4: Market Trends and Applications - The majority of registered fuel cell vehicles were traction vehicles, accounting for 45.7%, followed by cold chain logistics vehicles [21]. - There has been an increase in the proportion of specialized and dump trucks compared to Q3 2024, indicating a trend towards higher power applications in fuel cell technology [23].

"宁波膜智信息科技有限公司"为势银（TrendBank）唯一工商注册实体及收款账户 势银年会： 2025势银氢燃年会（1月6-8日，宁波） 点此报名 添加文末微信，加 绿氢 群 近日， 上海陕煤研究院与山海氢正式达成战略合作，并联合推出新一代 "高电密、宽负荷、长寿命" PEM 电解水制氢系统。 此次合作不仅是两 家企业技术实力的叠加，更是材料创新与系统集成的深度融合，标志着中国绿氢产业迈入全新发展阶段。 长期以来，绿氢产业始终面临 " 高成本 " 、 " 高弃电率 " 等现实瓶颈。为此，山海氢与上海陕煤研究院携手发力，共同攻克行业技术壁垒，推出 了一项旨在将绿氢成本推向 13 元 / 公斤以下的颠覆性制氢方案，为绿氢大规模替代化石能源制氢铺平了道路。 双方在本次合作中共同发布两项关键成果：上海陕煤研究院正式推出全国首个 " 开放式中立 " 的 PEM 电解水制氢系统 ——" 星湃 ™2.0" 平 台；山海氢则同期发布了其在 PEM 电解水制氢核心材料领域取得的颠覆性技术突破，正式推出具备 " 高电密、宽负荷与长寿命 " 三大特征的先 进膜电极产品。 技术突破：尖端材料与智能系统的深度融合，重新定义PEM性能 ...

Core Viewpoint - The fifth H₂-Eco International Hydrogen Ecology Conference was successfully held from October 27 to 29, 2025, focusing on the theme "Breaking the Deadlock and Collaboration: The Path of Hydrogen Industry Advancement" [2][3] Group 1: Scale Upgrade and Resource Aggregation - The conference transformed into a "three-day hydrogen carnival," creating a new ecosystem for industry communication through a multidimensional activity matrix [6][7] - The "Hydrogen Building Five Years: Ecological Achievement Exhibition" showcased the achievements of the hydrogen industry over the past five years, attracting numerous participants to experience the complete layout of the hydrogen industry chain [7] Group 2: Core Agenda Focusing on Key Pain Points - The main forum of the conference featured a dual main line of "domestic practice + international perspective," addressing critical issues in hydrogen industry development [10] - Notable experts and leaders, including Eric Solheim and Professor Peng Su Ping, discussed industry opportunities and solutions for breaking through challenges [10][12] - A roundtable dialogue led by Professor Liu Jianguo explored practical pathways for advancing hydrogen energy in China, focusing on the transition from "plans" to "implementation" [16] Group 3: Significant Achievements Released to Empower the Industry - Multiple key achievements were announced, including the launch of the "Belt and Road" hydrogen industry cooperation demonstration zone and the establishment of a green hydrogen trade and industrial innovation base with Chile [22][25] - The National Hydrogen Fuel Cell Vehicle Quality Inspection and Testing Center was officially launched as the first one-stop testing service platform for the entire hydrogen industry chain [27] - Collaborations were established among various enterprises to create a closed-loop system for hydrogen energy applications, addressing storage and supply challenges [29][31] Group 4: Future Development and Collaboration - The Daxing International Hydrogen Energy Demonstration Zone is positioned as a leader in China's hydrogen industry ecological construction, facilitating high-quality results and efficient collaboration [37] - The conference aims to continue gathering global resources and deepening industry collaboration to accelerate the hydrogen industry's advancement [39]

Core Viewpoint - The article discusses the launch of the PowerMax Super Hydrogen Station by Dongde Hydrogen Energy, which aims to address the challenges in the energy sector by providing an integrated solution for off-grid power supply and rapid charging, thereby promoting the use of hydrogen energy and supporting the transition to a zero-carbon economy [2][19]. Group 1: Product Launch and Features - Dongde Hydrogen Energy held a product launch event for the PowerMax Super Hydrogen Station, which is the world's first off-grid super charging hydrogen station [2]. - The PowerMax station offers a "hydrogen-electric coupling" solution that allows for both hydrogen refueling and electricity generation, enabling off-grid charging capabilities [5][12]. - The station is designed for quick deployment and flexibility, with all functional modules integrated into a single unit, allowing for easy installation and scalability [6][10]. Group 2: Market Context and Challenges - Despite the rapid development of charging infrastructure in China, there remains a significant gap in public charging stations, with only 4.3 million public charging points compared to 17.3 million total charging facilities as of August 2025 [4]. - The increasing demand for hydrogen vehicles is hindered by the insufficient number of hydrogen refueling stations, similar to the challenges faced in the electric vehicle charging landscape [5]. Group 3: Technological Innovations and Safety - The PowerMax station incorporates an "AI safety brain" for real-time monitoring and risk assessment, ensuring safety through a network of sensors and automated emergency responses [8]. - The project team conducted over 200 system integration tests to address technical challenges related to energy coordination, system stability, and safety risk management [8]. Group 4: Economic Viability and Future Prospects - The cost of hydrogen generation is projected to decrease significantly, with estimates suggesting that green hydrogen could be produced at a cost lower than gray hydrogen within five years, potentially reducing charging costs to around 0.5 yuan per kilowatt-hour [16]. - Dongde Hydrogen Energy aims to create a replicable and scalable energy infrastructure model that supports the dual goals of electrification in transportation and green energy transition [21].