Group 1 - TrendBank is the sole registered entity and payment account for Ningbo Membrane Intelligence Information Technology Co., Ltd [1] - TrendBank recently visited Changzhou Hydrogen Boat Energy Technology Co., Ltd and Guoke Lingxian New Materials (Changzhou) Co., Ltd to discuss technology products and strategic layouts [2] Group 2 - Changzhou Hydrogen Boat is a high-tech company focused on anion exchange membrane (AEM) electrolyzers and key materials, providing solutions for large-scale renewable energy consumption and on-site hydrogen scenarios [4] - The company has achieved mass supply of AEM electrolyzer anode electrodes in the size of 600mm*500mm, with advantages such as low oxygen evolution overpotential and good durability [6] - Hydrogen Boat has developed low-cost, high-activity ultra-durable non-platinum hydrogen evolution catalysts, significantly reducing cathode manufacturing costs, and has received orders from leading hydrogen energy companies and various state-owned enterprises [6] Group 3 - Guoke Lingxian was established in April 2023, focusing on carbon fiber material preparation based on over 20 years of research from the Shanxi Coal Chemical Research Institute of the Chinese Academy of Sciences [8] - The company aims to provide customized and efficient material application solutions for fuel cells, flow energy storage, and PEM water electrolysis systems, addressing key material localization challenges in China [8] - Guoke Lingxian has developed specific GDL products for air-cooled fuel cells, covering mainstream application scenarios such as drones and two-wheeled vehicles, facilitating industrialization [8]

内容概要：碳纸是一种以短切碳纤维为核心原料，经特殊造纸工艺制成的高性能材料，按工艺可分为干 法（机械强度高，用于航空航天）和湿法（孔隙均匀，主导燃料电池应用）；按形态包括碳纸、碳布和 碳毡，是燃料电池、电解槽等新能源装备的关键基础材料。当前，中国碳纸行业处于快速成长期，技术 不断突破，国产替代加速，部分产品性能已达国际水平，但高端装备与批量一致性仍依赖进口。上游碳 纤维产能持续提升，2024年总产能14.4万吨/年、产量约5.9万吨，为产业提供重要支撑；下游受燃料电 池汽车及储能市场驱动，预计2030年气体扩散层需求突破2000万平方米，带动碳纸市场规模从2025年 3.12亿元增至2030年19.98亿元。竞争格局呈现多梯队特征，国家电投氢能、上海碳际等头部企业依托自 主技术、规模产能和区域集群实现突破，推动行业从外资垄断向国产主导转变。未来，在"双碳"目标 下，碳纸行业将朝高性能、低成本、全产业链生态化方向发展，并持续拓展至电解制氢、半导体等新领 域，提升国际竞争力。 上市企业：金博股份（688598.SH）、中复神鹰（688295.SH）、吉林化纤（000420.SZ）、光威复材 （300699.SZ） ...