（记者 王晓波） 每经AI快讯，有投资者在投资者互动平台提问：请问贵公司有在制氢系统的新材料或减重轻量化或能 耗取得突破吗？ 亿华通（688339.SH）12月5日在投资者互动平台表示，公司已成立北京亿华通氢能科技有限公司，将 聚焦可再生能源与电解水制氢高效耦合以及绿氢综合利用技术研究，逐步向上游制氢领域布局。目前公 司PEM电解水制氢系统相关产品尚处于市场应用的前期阶段。 ...

Core Viewpoint - The collaboration between Shanghai Shenmei Research Institute and Shanhai Hydrogen marks a significant advancement in China's green hydrogen industry, aiming to overcome existing challenges such as high costs and high electricity abandonment rates, with a target to reduce green hydrogen costs to below 13 yuan per kilogram [2][4][11]. Technological Breakthroughs - The new PEM electrolysis system integrates advanced materials and intelligent systems, addressing key issues in green hydrogen projects, including high investment and operational costs [6]. - Shanhai Hydrogen's innovative membrane electrode technology achieves a current density of 4 A/cm², significantly enhancing hydrogen production capacity [7]. - The system's design allows for a 30% reduction in initial investment costs by decreasing the number of electrolyzers needed for the same hydrogen output [7]. Performance Characteristics - The system maintains excellent stability across a load range of 0%-400%, enabling it to effectively respond to fluctuations in renewable energy sources [8]. - The intelligent control system provides rapid response capabilities, ensuring optimal operation under varying conditions, thus enhancing project economics [8]. - The membrane electrode shows a theoretical lifespan of 24 years, significantly exceeding industry averages, contributing to lower Levelized Cost of Hydrogen (LCOH) [9]. Economic Impact - The collaboration aims to produce a PEM electrolysis system that can achieve a hydrogen production scale of over 1000 Nm³/h, with energy consumption below 4.5 kWh/Nm³, leading to substantial operational cost reductions [10]. - The expected reduction in green hydrogen costs to below 13 yuan per kilogram positions it competitively against fossil fuel-based hydrogen production [11]. Application Prospects - The new system serves as a critical link between renewable energy generation and industrial decarbonization, facilitating a cycle of green hydrogen production and consumption [13]. - It enables large-scale wind and solar energy projects to convert previously wasted electricity into hydrogen, enhancing project profitability [18]. - The technology supports various industries, including steel and chemical sectors, by providing a viable zero-carbon hydrogen source [18].

Group 1 - Shanghai is organizing a series of activities themed "Energy Saving and Efficiency Improvement" for the 2025 Energy Conservation Publicity Week, focusing on promoting the "dual carbon" narrative and creating a positive social atmosphere [1] - Several companies, including Carbon Balance Energy Technology Co., Ltd., Hydrogen Luan Technology Co., Ltd., Hydrogen Era Technology Co., Ltd., and Shanghai Huayi Group, are actively engaging in the green hydrogen industry, leveraging cutting-edge technologies like AI and 5G to accelerate the transition to a green and low-carbon energy system [1] Group 2 - Carbon Balance has developed a "System Energy Cascade Utilization Technology" for industrial environment dehumidification, which can save 475,000 kWh of electricity annually, equivalent to 144 tons of standard coal and a reduction of 271 tons of CO2 emissions [2] - The company is exploring the integration of AI models for enhanced data analysis and predictive capabilities, aiming for more precise assessments of equipment health and energy management [2][3] Group 3 - Hydrogen Era, a subsidiary of Shanghai Electric, focuses on developing green hydrogen equipment and has a 10 MW full-power testing platform for rigorous product validation [3] - The company is involved in a project that combines wind power and biomass for green methanol production, providing a hydrogen system capable of producing 8,000 standard cubic meters of alkaline electrolysis hydrogen per hour [3] Group 4 - Hydrogen Luan Technology has developed a 200 kW AEM electrolysis hydrogen production system, which is the largest single-cell AEM system currently in production, and is part of a national demonstration project in Xinjiang [4] - The company has secured a contract for a major green hydrogen production project with Three Gorges Energy, set to complete testing by the end of the year [4] Group 5 - Shanghai Huayi Group is implementing energy audits and establishing energy management systems across its enterprises, leading to significant reductions in energy consumption and CO2 emissions [5] - The group has achieved ISO 50001 certification for 19 production enterprises and has several products recognized as "green products," with multiple factories awarded "green factory" certifications [5]