中电丰业:年订单超100MW,海外业务占比达60% | 势银调研
势银能链·2025-12-15 03:32

Core Viewpoint - The article highlights the advancements and strategic initiatives of Beijing SinoHy Energy Co., also known as Zhongdian Fengye, in the green hydrogen sector, emphasizing its international expansion and technological innovations in electrolysis technology [4][6][11]. Group 1: Company Overview - Zhongdian Fengye has over 18 years of industry experience and has delivered more than 300 sets of equipment across 30 countries, showcasing its strong technical capabilities and project experience [7]. - The company is focusing on the development of green hydrogen technologies, including alkaline (ALK), proton exchange membrane (PEM), and anion exchange membrane (AEM) electrolysis, with commercial applications already in place [7][11]. Group 2: International Expansion - In 2025, Zhongdian Fengye will establish a joint venture in Saudi Arabia to support the region's hydrogen development strategy, aligning with Saudi Arabia's Vision 2030 [6][7]. - The company is also making significant progress in Latin America, particularly in Chile, where it plans to build a green hydrogen plant supported by the Chilean Economic Development Agency [8][11]. Group 3: Technological Innovations - Zhongdian Fengye has developed a 500KW AEM electrolysis technology in collaboration with a Spanish partner, which has been recognized as a model case for Sino-European energy cooperation [9]. - The AEM technology is noted for its efficiency and reduced reliance on precious metals, paving the way for large-scale hydrogen production [9]. Group 4: Market Performance - The company has secured over 100MW in orders this year, with 60% of its projects located internationally, indicating strong growth in the global market [11]. - Alkaline electrolysis remains the dominant technology, accounting for 90% of sales, while PEM and AEM technologies are gradually expanding their market share [11]. Group 5: Future Outlook - Zhongdian Fengye aims to enhance its production capacity, with existing facilities in Shandong reaching 2GW and plans for additional production lines in Chile, India, Saudi Arabia, and Portugal, totaling approximately 5GW of capacity [12]. - The company emphasizes continued technological innovation and global collaboration as key drivers for the rapid development of the green hydrogen industry [12].