"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（1月6-8日，宁波） 点此报名 添加文末微信，加 绿氢 群 目前，AEM制氢技术正处于从实验室迈向商业化应用的初期阶段，众多企业、高校及研究机构积 极推动其产业化进程。近年来示范项目逐步增多，部分项目已成功运行，AEM电解槽的铺设规模 也在持续提升，但距离大规模部署仍有一定距离。 在技术层面 ，AEM制氢仍面临多项关键挑战。首先，AEM膜本身的性能仍有提升空间（包括离子 电导率不足、化学稳定性与机械强度等问题）。其次，催化剂方面，尽管AEM技术有望减少对贵 金属（如铂、铱）的依赖，但非贵金属催化剂（如镍、铁基材料）的活性和耐久性仍与实用要求存 在差距，成本与性能之间尚未平衡。此外，电解槽结构设计、气密性管理以及阴阳极隔气等问题也 制约着其效率与寿命。 从发展环境来看 ，AEM制氢仍受多重外部因素制约。高昂的用电成本是制约所有电解水制氢技术 经济性的核心因素，尤其在当前绿电成本较高的背景下，AEM的能耗成本占比显著。制氢成本居 高不下，一方面源于关键材料（如膜、催化剂）的供应链尚未成熟，规模化生 ...

Core Viewpoint - The article discusses the advancements and capabilities of Wenshih Hydrogen Energy in the green hydrogen industry, highlighting their proprietary technologies and production capacity aimed at reducing hydrogen production costs and meeting market demand for green hydrogen [2][12][14]. Group 1: Technological Innovations - Wenshih Hydrogen Energy has achieved 100% independent intellectual property rights for four core technologies: AEM membrane, catalyst, membrane electrode, and control system [4]. - The new AEM membrane enhances stability and lifespan by utilizing "spatial hindrance" and "removing β-H sites" to avoid degradation [4]. - The company has developed a low-cost cobalt-nickel spinel catalyst (NiCo2O4) that improves OER activity and is suitable for large-scale applications due to its abundant raw materials [6][7]. Group 2: Production Capacity and Performance - Wenshih Hydrogen Energy has established a production line capable of synthesizing 2 kg of catalyst per batch and has optimized coating processes to achieve a capacity of 10,000 m² per year [7]. - The membrane electrode production line has a capacity of over 100 MW, with key performance indicators surpassing domestic standards [8]. - The AEM membrane has been tested in commercial electrolyzers, demonstrating reliability in small-scale applications [5]. Group 3: Market Applications and Growth - The company's products are applicable in various scenarios, including hydrogen production stations, chemical synthesis, green hydrogen metallurgy, and energy storage [11]. - Wenshih Hydrogen Energy has signed contracts for 21 MW of orders in 2025, with a project reserve of 100 MW and a forecast of 100 MW for 2026 [12]. - The company collaborates with major state-owned enterprises to invest in renewable energy projects, aiming to provide clean fuel for ocean-going vessels [12]. Group 4: Future Outlook - The demand for hydrogen in China is projected to exceed 37 million tons by 2030, indicating significant market potential [12]. - Wenshih Hydrogen Energy is advancing the construction of a "hundred-megawatt AEM production line" to cover the entire hydrogen production process [12]. - The company has been awarded the "2025 Green Hydrogen Technology Breakthrough Award" for its innovations in AEM hydrogen production technology [14].