"宁波膜智信息科技有限公司"为势银（TrendBank）唯一工商注册实体及收款账户 势银年会： 2025势银氢燃年会（2026年1月6-8日，宁波） 点此报名 添加文末微信，加 燃料电池 群 近日，势银（TrendBank）团队调研了国内领先的氢能电极材料供应商—— 保时来新材料科技 （苏州）有限公司（简称：保时来新材料） ，并与其相关负责人进行了深度交流。 近年来，保时来新材料在绿氢产业高速发展的浪潮中表现突出。该公司 截至今年11月相比于 2024年营收已实现翻倍增长 ，展现出强劲的市场势头。这一成绩的背后，是保时来新材料在 电解水制氢电极领域持续的技术创新与产品迭代。 目前，保时来新材料的出货产品中， 新产品W系列电极以电极加弹力网的一体化形式出货占比 显著增长。 据了解，该一体化电极技术通过优化电解槽流场设计， 实现了零极距结构 ，从而 在同等条件下降低了能耗、减少了小室数量，并显著提升了电解槽的性能。具体技术优势包 括： 其五代电极作为过去的主打产品，采用镍铝催化涂层并经活化处理形成多孔结构，有效提升了 比表面积与催化活性，在长期运行中表现出优异的稳定性。 然而，随着风光电制氢场景中频繁启停与电流波 ...

Core Viewpoint - The company, Xiamen Tungsten Co., Ltd. (厦钨新能), is investing in a new production line for hydrogen energy materials and functional materials to enhance production efficiency and capture emerging market demands in hydrogen energy transportation and storage [1] Investment Project Summary - The company plans to establish a project with an annual production capacity of 5,000 tons of hydrogen energy materials and 7,000 tons of functional materials through its wholly-owned subsidiary, Xiamen Hydrogen Energy [1] - The total estimated investment for the project is RMB 237 million, with funding sourced from internal funds and loans [1] Strategic Goals - This investment aims to promote innovation, enhance market competitiveness, and improve production efficiency for the company [1] - The project is expected to help the company build a world-class innovation platform for hydrogen energy materials and become a core supplier of key materials and equipment in the global hydrogen energy industry [1] - The initiative is positioned to lay a solid foundation for the company's future development [1]

Core Insights - The company, Xiamen Tungsten Co., Ltd. (688778.SH), announced plans to enhance hydrogen alloy production efficiency and capitalize on emerging market demands in hydrogen energy transportation and storage [1] - The company aims to establish a solid-state hydrogen storage device production line through its wholly-owned subsidiary, Xiamen Tungsten Hydrogen Energy, with an annual production capacity of 5,000 tons of hydrogen energy materials and 7,000 tons of functional materials [1] - The total investment for the project is estimated at RMB 237 million, funded through self-owned capital and loans [1] - This investment is expected to promote innovation, enhance market competitiveness, and improve production efficiency, positioning the company as a key supplier of critical materials and equipment in the global hydrogen energy industry [1]

Core Viewpoint - The company, Xiamen Tungsten Co., Ltd. (厦钨新能), aims to enhance hydrogen alloy production efficiency and capitalize on emerging markets in hydrogen energy transportation and storage by establishing a solid-state hydrogen storage device production line, which is expected to provide new profit growth points for its hydrogen energy business [1] Investment Project Summary - The company plans to invest in a project through its wholly-owned subsidiary, Xiamen Hydrogen Energy, to produce 5,000 tons of hydrogen energy materials and 7,000 tons of functional materials annually [1] - The total estimated investment for the project is RMB 236.88 million, with funding sourced from self-owned funds and loans [1] - This investment is expected to promote innovation, enhance market competitiveness, and improve production efficiency, establishing a solid foundation for the company's future development as a key supplier of critical materials and equipment in the global hydrogen energy industry [1]

Core Viewpoint - The company, Xiamen Tungsten Co., Ltd. (688778.SH), is investing in a new production line for hydrogen energy materials and functional materials to enhance production efficiency and capture emerging market demands in hydrogen energy transportation and storage [1] Investment Project Summary - The company plans to construct a project with an annual production capacity of 5,000 tons of hydrogen energy materials and 7,000 tons of functional materials through its wholly-owned subsidiary, Xiamen Hydrogen Energy [1] - The total estimated investment for the project is RMB 236.88 million, with funding sourced from self-owned funds and loans [1] Strategic Goals - This investment aims to promote innovation, enhance market competitiveness, and improve production efficiency for the company [1] - The project is expected to establish an international first-class innovation platform for hydrogen energy materials, positioning the company as a core supplier of key materials and equipment in the global hydrogen energy industry [1] - The initiative is intended to lay a solid foundation for the company's future development [1]

【厦钨新能：拟投资2.37亿元建设氢能及功能材料项目】《科创板日报》18日讯，厦钨新能(688778.SH) 公告称，公司全资子公司厦钨氢能拟投资23,688万元建设年产5,000吨氢能材料及7,000吨功能材料项 目，资金来源为自有资金及贷款。项目建设内容为通过设备采购等，建成年产5,000吨氢能材料（含贮 氢合金粉与固态储氢装置）及7,000吨功能材料生产线。项目建设周期为26个月，计划于2028年1月投 产。本项目短期内不会对公司本年财务状况和经营成果构成重大影响。 转自：智通财经 ...

Core Viewpoint - The company plans to invest 236.88 million yuan in a project to produce 5,000 tons of hydrogen energy materials and 7,000 tons of functional materials, which has been approved by the board of directors and will not require shareholder approval [1] Financial Summary - The project is expected to generate revenue of 417.48 million yuan and a net profit of 33.73 million yuan in 2024, with revenue of 309.96 million yuan and a net profit of 24.46 million yuan for the first nine months of 2025 [1] - The project is scheduled to commence production in January 2028, and it is noted that there will be no significant short-term impact on the company's finances [1]