从追赶到并行：国产复合隔膜的性能对标与产业化突围

Core Viewpoint - The article emphasizes the importance of alkaline electrolysis technology and the development of composite membranes as a key component for the green hydrogen industry, highlighting the efforts of Tongwei New Energy to overcome domestic production bottlenecks and reduce hydrogen production costs [2][4][9]. Group 1: Industry Overview - The global energy transition has led to a consensus on green hydrogen, with the EU planning to deploy over 40 GW of electrolyzer capacity by 2030, and China incorporating hydrogen energy into its Energy Law and the 14th Five-Year Plan [4]. - The performance and cost of core components, particularly membranes in alkaline electrolyzers, are crucial for the economic viability of green hydrogen production [4][5]. Group 2: Technological Advancements - Traditional membrane materials have evolved from asbestos to polymers, but they face limitations under high current density and low energy consumption requirements [4][5]. - The next-generation porous composite membranes, made from polymer resins and inorganic ceramics, exhibit permanent hydrophilicity, high gas barrier properties, excellent alkali and temperature resistance, and low ionic resistance, making them the standard for high-performance alkaline electrolyzers [5][8]. Group 3: Company Developments - Tongwei New Energy has developed the "Spongi" series of composite membranes, which match the performance of international leaders like AGFA's Zirfon series, achieving a 6%-15% lower surface resistance, thus reducing energy consumption and hydrogen production costs [5][7]. - The company offers two main products: the "Spongi 220" series for low resistance and high density applications, and the "Spongi 470" series for enhanced mechanical strength and safety, both of which are in mass production [7][8]. Group 4: Competitive Edge and Future Outlook - Tongwei's rapid advancement is supported by a strong technical foundation and a unique manufacturing model, with a focus on self-research across the entire production chain, leading to lower production costs and faster product iteration [8]. - The company has established a rigorous quality control system covering all production stages and has secured multiple international patents, positioning itself for global competition [8][9]. - Looking ahead, Tongwei is also exploring solid oxide fuel cell (SOFC/SOEC) technology, which has significant hydrogen production efficiency potential and is fully domestically producible [8][9].