中科轩达：固态储氢材料年产能3000吨，锚定电氢耦合场景应用 | 势银调研

Core Viewpoint - The article discusses the advancements and strategic positioning of Baotou Zhongke Xuanda New Energy Technology Co., Ltd. in the solid-state hydrogen storage materials sector, highlighting its technological innovations, production capacity, and market expansion efforts in both domestic and international markets [3][5][15]. Technological Development - Zhongke Xuanda was established in 2017, focusing on the research and industrialization of rare earth magnesium-nickel battery materials and solid-state hydrogen alloy materials, aiming to commercialize hydrogen energy technologies that were previously only in the research phase in China [7]. - The company successfully built a pilot production line with a capacity of 200-300 tons, overcoming challenges in material formulation, process design, and production equipment over nearly two years [7]. - The firm has optimized existing hydrogen storage materials to enhance performance in terms of cycle life, kinetics/thermodynamics, and reaction temperature, indirectly achieving cost reduction and efficiency improvement [7]. Production Capacity - 2024 is identified as a pivotal year for Zhongke Xuanda's production capacity, with the completion of a major solid-state hydrogen production base in Anqing, achieving an annual capacity of 3,000 tons [8]. - The company operates a dual-base strategy with the Baotou base focusing on rare earth magnesium-nickel battery materials and the Anqing base specializing in solid-state hydrogen materials, covering various product categories to meet diverse market needs [8][11]. Market Application - Zhongke Xuanda's hydrogen storage materials are designed for specific applications, ensuring a precise match between material types and usage scenarios, including emergency power supply systems and high-performance charging stations [12]. - The company has established multiple practical cases, including collaborations with leading forklift manufacturers and projects for emergency power supply in high-altitude areas [12]. Market Expansion - The company is actively expanding its international presence, having established partnerships with clients in the USA, France, Germany, and Bulgaria, focusing on high-value solid-state hydrogen materials for export [15]. - Zhongke Xuanda's future development strategy includes continuous product iteration, targeting solid-state hydrogen applications in large-scale renewable energy storage, and developing customized solutions for industry challenges [15].