"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 势银研究： 势银产业研究服务 势银数据： 势银数据产品服务 势银咨询： 势银咨询顾问服务 重要会议： 2025势银绿氢产业大会（7月16-17日，江苏·无锡） 点此报名 重要会议： 2025势银（银川）长时储能产业大会（7月2日-3日，宁夏·银川） 点此报名 添加文末微信，加 绿氢 群 势银（Trendbank）绿色能源事业部研究团队始终保持对行业动态的密切跟踪，针对氢能产业制储 运加用等方面进行分析研判。势银分析师定期或不定期地与产业链企业紧密互通，掌握最新的项目 动态、新品情况、技术发展趋势、交付信息等，并形成氢能产业月度报告及分析师观点，旨在为业 内各方参与者提供行业最新动态进展与决策参考。 月报交付时间：次月10日-15日 交付形式：PDF月报 目 录 1、电解水制氢行业动态 1.1ALK电解水制氢行业动态 1.2PEM电解水制氢行业动态 1.3AEM电解水制氢行业动态 2、绿氢项目及下游消纳动态 示 例 2.1 绿氢项目动态 2.2 绿醇项目动态 2.3 SAF项目动态 3、氢储运&加氢站行业动态 4、燃料电池行业动 ...

Core Viewpoint - The article discusses the advancements and developments in Anion Exchange Membrane (AEM) technology, highlighting the performance parameters of various companies' AEM products and their contributions to the hydrogen production industry [3][5][7]. Summary by Sections AEM Technology Overview - AEM is a critical component in the third-generation water electrolysis hydrogen production technology, facilitating the conduction of OH- ions and preventing the mixing of hydrogen and oxygen gases [3]. - The performance of AEM directly impacts the efficiency, stability, and lifespan of electrolysis cells [3]. Composition and Performance Factors - AEM consists of a polymer backbone, cationic groups, and freely moving anions, with the polymer backbone determining mechanical strength and thermal stability [3][4]. - Common polymer backbones include polybenzimidazole and polyether ether ketone, while quaternary ammonium and imidazolium groups are prevalent cationic groups [3][4]. Industry Landscape - Companies focusing on AEM membranes can be categorized into two groups: those specializing in membrane materials and those producing AEM electrolysis cells [4][5]. - Notable companies in the membrane production sector include Han Cheng Technology, Dongyue Group, and Jia Membrane Technology, while AEM electrolysis cell manufacturers include Yiwei Hydrogen Energy and Qingneng Co., Ltd. [4][5]. Performance Parameters of AEM Products - A summary table presents the performance parameters of various AEM products from different companies, including thickness, ion exchange capacity, ionic conductivity, tensile strength, and alkaline stability [5][6]. - For instance, Jia Membrane Technology's KMem®AM 01-20 has a thickness of 20±2 μm and an ionic conductivity of 125±5 mS/cm at 60°C [5]. Recent Developments - Jia Membrane Technology announced the commissioning of its first AEM production line with an annual capacity of 60,000 m² [7]. - Limo Technology has developed a fourth-generation AEM using quinine ring ketone and aromatic compounds, with a production line established in Xuzhou [7]. - Qingshui Membrane Technology's CWay-01 series has achieved performance metrics that meet global standards, with a new production line expected to be operational soon [7]. - Zhiqing Materials has developed a range of AEM products with thicknesses from 20 to 100 μm and has secured orders from leading electrolysis cell manufacturers [8]. - Yiwei Hydrogen Energy has upgraded its membrane materials, resulting in a significant reduction in cell pressure under specific current densities [8]. Conclusion - The advancements in AEM technology and the competitive landscape among various companies indicate a growing focus on improving hydrogen production efficiency and sustainability [7][8].

Core Viewpoint - The article emphasizes the necessity and complexity of Sustainable Aviation Fuel (SAF) as a core means for decarbonizing the aviation industry, highlighting the progress in both global and Chinese markets, and the critical role of technology, cost, and policy coordination [3]. Key Data - As of March 2025, only 15% of the built SAF projects are operational compared to the planned capacity, indicating that most projects are still in the planning stage [4]. - The price of SAF in 2024 is expected to decrease significantly compared to 2023, yet it remains approximately three times higher than traditional aviation fuel [5]. - China's aviation fuel consumption in 2024 is projected to exceed 2.19 million tons, surpassing pre-pandemic levels, with an optimistic forecast of 2.19 million tons of SAF demand by 2030 [6]. Industry Certification - By March 2025, there are four SAF production companies in China that have received airworthiness certification from the Civil Aviation Administration, 11 companies with ISCC/RSB CORSIA certification, and 12 companies with ISCC-EU certification [7]. Market Development - The commercial development of SAF in China is relatively late, with only 10% of the planned total capacity currently built [10]. - The HEFA process currently has the lowest production costs, while the PtL process shows the greatest potential for cost reduction [12]. SAF Technology and Market Analysis - The report includes a comprehensive analysis of SAF production processes, including HEFA, FT, AtJ, MtJ, and PtL, as well as the current state of the global SAF market, including blending policies and airline commitments [14][15]. - It also covers the development status of SAF in various regions, including the EU, UK, and US, alongside China's policy, demand, and project analysis [15]. Future Outlook - The article suggests that understanding the economic viability of SAF and its market dynamics is crucial for stakeholders in the aviation industry [16].

Core Viewpoint - The article discusses the significance of anion exchange membranes (AEM) in the hydrogen production industry, highlighting key manufacturers and their product specifications, as well as upcoming industry events related to green hydrogen technology [3][5][6]. Group 1: Anion Exchange Membrane Overview - Anion exchange membranes are critical components of AEM electrolyzer systems, requiring excellent mechanical properties, low dimensional expansion, high conductivity, and outstanding chemical stability [3]. - Major overseas manufacturers of AEMs are located in the Asia-Pacific and North America, including companies like FuMa-Tech, Dioxide Materials, Versogen, and others [3]. Group 2: Performance Summary of AEMs - A summary table lists various AEM products, their thickness, ion exchange capacity, ionic conductivity, surface resistance, tensile strength, elongation at break, and water absorption rates [5]. - For example, FuMa-Tech's Fumasep FAA3-50 has a thickness of 45-55 micrometers, an ion exchange capacity of 1.6-2.0 meq/g, and a water absorption rate of 10-25% at 25°C [5]. Group 3: Industry Developments - Evonik announced plans to build a pilot production facility in Marl, Germany, for its DURAION® AEM, expected to be operational by the end of 2025, with an annual production capacity sufficient for 2.5 GW of hydrogen electrolyzer demand [5]. - NovaMea, established in 2023, focuses on advanced AEM and catalyst development, with its first production line in Suzhou expected to be operational by April 2025 [6]. - Greenlyzer, founded by a team from Dioxide Materials, aims to develop low-cost green hydrogen production technologies, with plans to launch a megawatt-level AEM electrolyzer product by 2025 [6].

Core Viewpoint - The article emphasizes the critical role of Sustainable Aviation Fuel (SAF) in achieving net-zero carbon emissions in the aviation industry by 2050, highlighting the importance of green hydrogen in SAF production [3][7]. Group 1: SAF Market Overview - In 2023, global aviation fuel consumption reached 306 million tons, resulting in carbon emissions of 962 million tons, accounting for approximately 2.6% of global carbon emissions [3]. - The International Civil Aviation Organization (ICAO) has set a long-term climate goal to achieve net-zero emissions for international aviation by 2050 [3]. Group 2: SAF Production Technologies - As of May 2025, there are 11 recognized production pathways for SAF, with a maximum blending ratio of 50%. The main processes include HEFA, AtJ, FT, MtJ, and PtL, with MtJ and PtL still undergoing recognition [3]. - It is projected that by 2030, HEFA will dominate SAF production in China, while PtL is expected to become mainstream after 2050 due to its mature technology and near-zero carbon emissions [3]. Group 3: Hydrogen Demand in SAF Production - Different SAF production processes have varying hydrogen requirements. The PtL process requires the most hydrogen, consuming between 0.38 to 0.58 tons of hydrogen per ton of SAF produced [5]. - By the end of 2025, China's SAF projects are expected to have a production capacity of 2.146 million tons per year, primarily using the HEFA process, leading to a hydrogen demand of 172,000 tons [5]. - In an optimistic scenario, hydrogen demand for domestic SAF projects is projected to reach 1 million tons by 2030 and 22 million tons by 2050 as PtL becomes the dominant process [5]. Group 4: Green Hydrogen and Emission Reduction - Utilizing green hydrogen instead of gray hydrogen in SAF production can reduce carbon emissions by over 40% [7]. - As of March 2025, domestic green hydrogen production capacity is estimated to reach 112,400 tons per year, but gray hydrogen remains the preferred choice due to cost advantages and established supply chains [7]. - The transition to green hydrogen is expected to accelerate as costs decrease, policy incentives strengthen, and technology advances [7].

势银（TrendBank）整理发现，目前出台的氢能车辆高速减免政策呈现几个特点： "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 势银研究： 势银产业研究服务 势银数据： 势银数据产品服务 势银咨询： 势银咨询顾问服务 重要会议： 2025势银绿氢产业大会（7月16-17日，江苏·无锡） 点此报名 重要会议： 2025势银（银川）长时储能产业大会（7月2日-3日，宁夏·银川） 点此报名 添加文末微信，加 绿氢 群 据势银（TrendBank）统计，2024年至今，已有 山东省、吉林省、陕西省、四川省、湖北 省、青海省、河南省、辽宁省、山西省、鄂尔多斯市、吕梁市、包头市 等 9省3市 明确推出了 氢能车辆高速通行减免政策。 | | | 《鄂尔多斯市交通运输局关于印发氢能源车辆奖补通行费实施方案的 通知》:对氢能源车辆通行费进行全额奖补,对在鄂尔多斯市境内行 | | --- | --- | --- | | 鄂尔多斯市 | 2024年5月 | 驶通过收费站的氢能车辆,在收取收费金额后,次月审核后返还全部 | | | | 通行费,奖补时间为2024年6月1日起至2026年6月1日止 ...

"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 势银研究： 势银产业研究服务 势银数据： 势银数据产品服务 势银咨询： 势银咨询顾问服务 重要会议： 2025势银绿氢产业大会（7月16-17日，江苏·无锡） 点此报名 重要会议： 2025势银（银川）长时储能产业大会（7月2日-3日，宁夏·银川） 点此报名 在AEM电解水制氢领域， 催化层离聚物 作为膜电极组件（MEA）的核心要素之一，扮演着举足轻 重的角色。 离聚物是一种带有离子化和电中性单元的聚合物，它就像是AEM膜与催化剂之间的"粘结剂"，又 绝非普通的连接物可比。在AEM电解槽工作时，离聚物负责将氢氧根离子（OH − ）从膜传输至催 化剂活性位点，同时也为催化剂层构建孔隙网络，确保气体的顺利排出。它还肩负着固定催化层的 整体架构，使其紧密贴合底层基底，从而赋予MEA更长的使用寿命。 目前的许多应用中使用的催化层离聚物与AEM结构相同，但实际上离聚物的选择需要综合考虑与 AEM的适配性以及其自身的气体渗透性等诸多因素。比如， AEM要尽量降低气体渗透性 ，以阻 止氧气和氢气的泄露，而 离聚物却要具备高气体渗透性 ，以便 ...

Core Viewpoint - The article emphasizes the rapid growth and development of the hydrogen energy industry, particularly focusing on green hydrogen projects and the increasing scale of electrolyzer procurement in China, indicating a significant market opportunity for stakeholders in this sector [3][8][10]. Group 1: Industry Dynamics - The hydrogen energy research team at TrendBank closely monitors industry trends, analyzing aspects such as hydrogen production, storage, transportation, and utilization [3]. - The monthly report delivery is scheduled between the 10th and 15th of the following month, provided in PDF format [4]. Group 2: Green Hydrogen Projects - As of 2025 Q1, there are a total of 788 green hydrogen projects in China, with a significant increase in the scale of electrolyzer procurement, which grew over 58 times compared to the same period last year [8]. - In the first quarter of 2025, 78 new projects were added, with 125 updates on existing projects, indicating active development in the sector [8]. Group 3: Electrolyzer Procurement - The publicly announced procurement scale for electrolyzers in Q1 2025 reached approximately 482.83 MW, showing a substantial increase compared to previous years [9][10]. - Major projects contributing to this growth include large-scale initiatives such as the Shaanxi hydrogen procurement project and the China Coal 100,000-ton project [10]. Group 4: Fuel Cell Industry - In Q1 2025, the total installed capacity of fuel cells was 47.6 MW, with Oriental Hydrogen leading the market with a share of 30.5%, followed by Rongcheng Hydrogen and Guohua Technology [12][16]. - The top five companies in the fuel cell market have a high concentration rate of 74.0%, indicating a competitive landscape [16]. Group 5: Project Orders and Deliveries - In February 2025, 50 units of 10.5-meter large buses were delivered to the Qingyang Public Transport Company, marking a significant order in the hydrogen vehicle sector [19]. - The total number of buses delivered by Oriental Hydrogen to Qingyang has reached 100 units, showcasing the company's growing presence in the hydrogen vehicle market [19].

Core Viewpoint - The article emphasizes the importance of long-duration energy storage technologies in the context of increasing renewable energy penetration in China, highlighting the need for innovative solutions to support a stable and reliable power system [4][7]. Group 1: Conference Information - The 2025 TrendBank Long-Duration Energy Storage Conference will be held on July 2-3, 2025, in Yinchuan, focusing on the industrialization paths of technologies such as flow batteries, compressed air storage, and hydrogen storage [4][11]. - The conference aims to gather industry chain enterprises to discuss the future of long-duration energy storage and build a new ecosystem for green energy [4][7]. Group 2: Industry Background - With the increasing penetration of renewable energy sources like wind and solar, the demand for stable and reliable long-duration energy storage systems is growing, with projections indicating that by 2030, global renewable energy penetration will reach approximately 60%-70% [4][7]. - The cumulative installed capacity of long-duration energy storage is expected to reach between 150-400 GW, corresponding to a storage capacity of 5-10 TWh [4]. Group 3: Long-Duration Energy Storage Technologies - Pumped hydro storage is currently the most widely used long-duration energy storage technology in China, characterized by large installed capacity and long discharge times, but it faces limitations due to site selection and resource saturation [7][9]. - New technologies such as flow batteries, compressed air storage, and hydrogen storage are emerging as alternatives, representing a shift towards more economical and efficient solutions in the long-duration energy storage market [7][9]. - Hydrogen storage offers cross-regional long-distance storage capabilities, but its current market maturity is hindered by low energy conversion efficiency and high costs [8][9]. - Flow battery technology, particularly vanadium flow batteries, is advancing rapidly, with improvements in stability and cost expected to drive commercialization [8][9]. - Compressed air storage systems are noted for their high safety and capacity, but they face challenges related to project scale and construction timelines [10][11]. Group 4: Conference Agenda - The conference agenda includes a variety of sessions focusing on different aspects of long-duration energy storage technologies, including specialized sessions on hydrogen and flow batteries, as well as discussions on market challenges and technological advancements [11][17]. - Key topics will cover the commercialization challenges of hydrogen storage, advancements in flow battery technology, and the future opportunities and challenges in the energy landscape [17]. Group 5: Venue and Organization - The conference will take place at the Yinchuan Lida Shenhang International Hotel, with organizational support from local government and industry associations [4][11]. - The Su-Yin Industrial Park, which focuses on developing new energy and materials, will also be highlighted during the conference [12][14].

5月，贵州省六盘水首座氢能综合能源站顺利通过验收。该加氢站日加氢能力达2000公斤，氢气来自贵州某煤焦氢综合利用示范项目。 站内 配置2套东德氢能隔膜压缩机， 可在5-20MPaG进气压力下实现45MPaG高压输出，流量1500标准立方米每小时，可满足加氢站大流量、高效 率的加氢需求。 "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 势银研究： 势银产业研究服务 势银数据： 势银数据产品服务 势银咨询： 势银咨询顾问服务 重要会议： 2025势银绿氢产业大会（7月16-17日，江苏·无锡） 点此报名 添加文末微信，加 加氢站 群 国内加氢站保有量增速自2024年以来持续放缓，与前几年高增长态势形成鲜明对比。虽然氢燃料电池车的推广逐步展开，但规模化应用仍未 形成，这直接影响了加氢站的利用率。势银（TrendBank）数据显示， 目前示范城市群的氢车在线率在25%左右，加氢站在线率在40%左 右。 同时，氢气制取、储存、运输成本高昂等因素也进一步限制了产业发展。 | | | | 示范期前三年度各城市群应用车辆汇总 | | | | | --- | --- | --- | --- ...