嘉膜科技：AEM膜销量已达650㎡，并成功用于兆瓦级项目

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].