2025AEM产业深度盘点：解码稳石氢能商业化领跑密码

Industry Overview - The hydrogen production industry through water electrolysis faced a downturn in 2025, but this low period unexpectedly provided an opportunity for AEM (Anion Exchange Membrane) technology to rise, becoming a promising market route due to its "low cost + high adaptability" advantages [1] - The domestic AEM market is experiencing a remarkable annual growth rate of 16 times, with multiple AEM companies launching various product specifications and several demonstration projects progressing steadily [1] Company Highlights - Shenzhen Wenshih Hydrogen Energy Technology Co., Ltd. has established an unmatched market advantage with its globally leading commercial validation, positioning itself as a "strong leader" in the AEM hydrogen production sector [1] - Wenshih Hydrogen Energy launched its first AEM product system in February 2023, marking it as the first standard commercial AEM hydrogen production system in China, successfully transitioning from technology to product ahead of the market boom [2] - In September 2024, Wenshih Hydrogen Energy won the bid for the world's first single system 1.25MW AEM electrolysis hydrogen production project, setting a record for the largest single system power in AEM hydrogen production projects [5] - 2024 is recognized as the "year one" for the domestic AEM hydrogen production industry, with Wenshih Hydrogen Energy completing its first product and system project, becoming an industry leader [5] Market Performance - By 2025, Wenshih Hydrogen Energy has established over 20 projects domestically and internationally, with an installed capacity of over 5MW in the commercial AEM hydrogen production equipment market, leading significantly in the domestic market [5] - The first equipment order from a Taiwanese user resulted in a repeat order after one year of stable operation of a 10kW device, marking the industry's first repeat purchase case and demonstrating high market recognition for Wenshih Hydrogen Energy's products [5] - The commercial equipment installed by Wenshih Hydrogen Energy covers various scenarios, including new energy power storage, household storage, industrial production, laboratory special gas sources, chemical synthesis, and integrated hydrogen production stations, showcasing its extensive market coverage [8]