Core Viewpoint - The article discusses the current state and future prospects of the PEM hydrogen production industry, emphasizing the importance of technology innovation and cost reduction in achieving large-scale production and market acceptance of green hydrogen [1]. Group 1: Company Achievements - As of now, the company has signed contracts exceeding 100 million yuan, shipped over 10,000 membrane electrodes, and achieved kilogram-level mass production of low-iridium catalysts [2]. - The company has developed a proton exchange membrane that is ready for collaborative mass production and has completed the acquisition of intellectual property and related assets from Sichuan Borsma [2]. Group 2: Challenges in the Industry - The company faces challenges such as price competition that disregards product performance, which can lead to the use of low-quality membrane electrodes that pose safety risks [3]. - Low-quality membrane electrodes can compromise the control of "oxygen in hydrogen," leading to severe safety incidents if the oxygen content exceeds critical limits [4]. Group 3: Quality of Membrane Electrodes - High-quality membrane electrodes must balance performance, stability, and safety parameters, with rigorous testing under dynamic conditions to ensure reliability [6]. - The company emphasizes that high-quality membrane electrodes can ultimately reduce the overall cost of electrolyzers by improving efficiency rather than cutting corners [7]. Group 4: Cost Reduction and Market Position - The cost of electrolyzers using the company's 50-micron membrane electrode has been significantly reduced to 1.177 million yuan per MW, with further optimization expected [8]. - The company plans to build 1-2 off-grid hydrogen production plants based on the 50-micron electrolyzer by 2026, showcasing the advantages of PEM technology in real-world applications [11]. Group 5: Strategic Planning and Product Offerings - The company has integrated key materials and processes into a "PEM Seven-in-One" solution, which combines multiple components to lower system costs and accelerate product deployment [15]. - The company offers consulting services to assist clients in system design and optimization, leveraging its extensive experience in the PEM field [17]. Group 6: Future Outlook - The company believes that the cost of PEM electrolyzers will drop to 100 USD/KW (approximately 700,000 yuan/MW) by 2026, aligning with the goal of achieving green hydrogen at 1 USD/kg [21]. - The company invites partners who share the vision of advancing the green hydrogen industry to join in overcoming challenges and achieving practical innovations [21].
2026-PEM电解水必将浴火重生 破茧成蝶——专访枡水科技CEO王新磊
势银能链·2025-12-31 02:04