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新天绿色能源(00956) - 海外监管公告-2025年年度报告摘要、年度报告及审计报告
2026-03-25 12:19
承董事會命 新天綠色能源股份有限公司 譚建鑫 (於中華人民共和國註冊成立的股份有限公司) (股份代號:00956) 海外監管公告 本公告乃由新天綠色能源股份有限公司(「本公司」)根據《香港聯合交易所有限公司證券上市規則》第 13.10B條作出。 茲載列本公司於上海證券交易所網站刊發之《新天綠色能源股份有限公司2025年年度報告摘要》《新 天綠色能源股份有限公司2025年年度報告》及《新天綠色能源股份有限公司2025年度已審財務報 表》,僅供參閱。 執行董事及總裁 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性或完 整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部分內容而產生或因倚賴該等內 容而引致的任何損失承擔任何責任。 公司代码:600956 公司简称:新天绿能 新天绿色能源股份有限公司 2025 年年度报告摘要 新天绿色能源股份有限公司2025 年年度报告摘要 第一节 重要提示 1、 本年度报告摘要来自年度报告全文,为全面了解本公司的经营成果、财务状况及未来发展规 中國河北省石家莊市,2026年3月25日 於本公告日期,本公司非執行董事為曹欣博士、李連平博士 ...
百万元(每兆瓦)时代来临!低铱膜电极驱动PEM电解槽降本不降质
势银能链· 2025-09-25 03:56
Core Viewpoint - The article discusses the advancements in PEM (Proton Exchange Membrane) electrolysis technology, particularly focusing on the development of low iridium-loaded membrane electrodes by Suzhou Qindong Technology, which aims to reduce costs while maintaining performance and durability in green hydrogen production [2][3][19]. Industry Overview - The PEM electrolysis industry is still in its early stages compared to the mature alkaline electrolysis sector, with PEM systems currently holding only about 5% market share in domestic green hydrogen demonstration projects [2]. - The initial investment cost for PEM electrolysis systems is 3-5 times higher than that of alkaline systems, making cost reduction a primary goal for industry development [2]. Technological Innovations - Suzhou Qindong has developed a load-type IrOₓ/TiO₂ anode catalyst that achieves a low iridium loading of 0.5 mgIr/cm² without sacrificing performance or lifespan, aiming to bring the cost of PEM electrolysis systems below 1 million RMB per MW [2][5]. - The company addresses three main bottlenecks in reducing iridium loading: insufficient catalytic active sites, mechanical strength of the catalyst layer, and electron conduction pathways [4][5]. Performance and Durability - The new HPCW-R950C membrane electrode demonstrates superior durability, with an activation polarization decay of only 8.3 mV after 50,000 square wave cycles, significantly outperforming competitors [17][20]. - In long-term aging tests at 80°C and 3 A/cm², the product shows an average decay rate of just 4.2 μV/h, indicating a projected lifespan exceeding 40,000 hours [17][21]. Manufacturing and Market Position - Suzhou Qindong has established itself as one of the few domestic suppliers capable of independently developing and mass-producing catalysts and membrane electrodes, with 142 patents filed, of which 109 have been authorized [19][23]. - The company utilizes advanced roll-to-roll coating techniques to ensure high precision and efficiency in manufacturing, achieving a stable yield rate of over 95% [22][23]. Future Outlook - The company aims to continue focusing on durability, performance iteration, and cost optimization to drive further advancements in PEM membrane electrode technology, contributing to the green hydrogen industry and global energy transition [23].