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高电密宽负荷PEM电解水制氢系统
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山海氢张波:PEM制氢有望在离网式绿醇、绿氨合成场景率先实现规模化 | 势银访谈
势银能链· 2025-11-03 04:10
Core Viewpoint - The article emphasizes the strategic importance of hydrogen energy in China's future economic growth, highlighting its role in the transition to a green energy system and the collaboration between Shanghai Shanmei Research Institute and Shanhai Hydrogen to develop advanced hydrogen production technologies [3][5]. Group 1: Industry Trends - The 15th Five-Year Plan suggests that industries like hydrogen energy will be key growth points for the economy over the next decade, marking a shift from experimental phases to large-scale commercialization [3]. - Hydrogen energy is recognized for its clean and low-carbon characteristics, making it essential for the green transformation of industries [3]. Group 2: Collaboration and Technology - The partnership between Shanghai Shanmei Research Institute and Shanhai Hydrogen aims to integrate top-tier hydrogen production technologies with practical industrial applications, showcasing a model of synergy in technology and industry [8]. - The newly developed PEM hydrogen production system is claimed to be equivalent to three traditional systems, significantly reducing equipment investment costs and shortening project payback periods [10][24]. Group 3: Economic Viability - The PEM system is designed to operate efficiently with renewable energy sources, allowing for off-grid hydrogen production without the need for additional energy storage, thus lowering the cost of green hydrogen production [11][22]. - The anticipated production cost of green hydrogen is projected to be below 11 yuan per kilogram, making it competitive with traditional hydrogen sources [21][24]. Group 4: Technical Innovations - Shanhai Hydrogen's membrane electrode technology demonstrates exceptional stability and efficiency across a wide load range, which is crucial for adapting to the variability of renewable energy sources [14][19]. - The company has developed a unique catalyst structure that significantly reduces the amount of precious metals used while maintaining high performance and durability [19][20]. Group 5: Market Strategy - Shanhai Hydrogen aims to replace a significant portion of the existing gray and blue hydrogen market with low-cost green hydrogen, focusing on large-scale applications in the chemical industry [27]. - The company plans to establish a diverse product matrix to cater to various market segments, including hydrogen for health, agriculture, and fuel cells for two-wheeled vehicles [27].