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势银调研 | 氢宇科技、佳邑科技固态储氢业务一览
势银能链· 2025-09-25 03:56
Core Viewpoint - The article discusses the recent research conducted by TrendBank on two solid-state hydrogen storage companies, highlighting their technological advancements and market potential in the hydrogen energy sector [3][5]. Group 1: Hydrogen Energy Companies - Hydrogen Universe Technology (Sichuan) Co., Ltd. focuses on comprehensive hydrogen energy operations, including hydrogen production, solid-state hydrogen storage materials, and fuel cell development, with plans to launch multiple solid-state hydrogen-powered vehicles [3][4]. - The company is developing integrated methanol steam reforming hydrogen production equipment and is advancing the construction of a "wind-solar-methanol" integrated energy station, with a small-scale methanol hydrogen production device entering the pilot stage [3]. - Hydrogen Universe Technology is concentrating on solid-state hydrogen storage, particularly developing titanium-based materials and low-cost alternatives from waste metals, aiming to reduce storage costs [4]. - The company plans to produce a "50kg mobile hydrogen storage and refueling unit" for various applications, including emergency rescue and distributed energy [4]. - The company has successfully developed two generations of solid-state hydrogen two-wheelers, enhancing range by increasing the number of hydrogen storage units [5]. Group 2: Business Models and Applications - Hydrogen Universe Technology is diversifying its business model to include vehicle-mounted hydrogen supply, leasing operations, shared mobility, battery leasing, and infrastructure development, promoting large-scale hydrogen applications across various sectors [5]. - Guangdong Jiayi New Energy Technology Co., Ltd. leverages technology from North China Electric Power University, focusing on low-pressure high-density solid-state hydrogen power systems, covering the entire hydrogen energy industry chain [5][6]. - The company offers a range of hydrogen energy applications, including hydrogen-powered drones, boats, and vehicles, as well as distributed energy and storage products [6]. - Jiayi Technology's solid-state hydrogen products can achieve low-pressure storage (<3.0MPa) and over 6000 charging cycles, with hydrogen storage density ranging from 1.0-3.5wt% [6].