Core Viewpoint - The article discusses the significance of PPS membranes in alkaline electrolysis for hydrogen production, highlighting their cost-effectiveness and performance advantages over composite membranes, while also detailing the competitive landscape of domestic PPS membrane manufacturers in China [2][12]. Summary by Sections Electrolysis and Membrane Technology - In electrolysis systems, membranes serve as both "ionic channels" and "gas barriers," crucial for efficiency, gas purity, and safety [2] - The evolution of alkaline electrolysis membranes has progressed through three key stages: asbestos membranes (first generation), PPS membranes (second generation), and composite membranes (third generation) [2] - Despite the superior performance of composite membranes, PPS membranes remain mainstream due to their lower cost, especially in large-scale applications [2] Key Players in the PPS Membrane Market - **Suzhou Yuemo New Materials Co., Ltd.**: Focuses on PPS membrane R&D with a complete production line, offering competitive pricing and multiple product variants for different hydrogen production scenarios [4][5] - **Tianjin Kairui Technology Co., Ltd.**: Established in 2017, it specializes in high-performance membranes and has launched a second-generation product with significant improvements over the first [6] - **Zhejiang Jiafei New Materials Co., Ltd.**: Incubated by Tsinghua University, it has successfully delivered membranes for various applications, including a significant order from India [7] - **Tianjin Jinlun New Materials**: Develops fabric-type PPS membranes with advanced technologies, successfully applied in major national projects [8] - **Jiangsu Hydrogen Yao New Energy Technology Co., Ltd.**: Focuses on second-generation fabric-type membranes with enhanced mechanical strength and high production capacity [9] - **Hydrogen Material Technology (Huaian) Co., Ltd.**: Leverages 15 years of R&D in modified PPS materials to produce membranes with validated industrial applications [10] Market Outlook - PPS membranes are currently the mainstream choice for alkaline electrolysis due to their chemical stability, cost advantages, and mature manufacturing processes [12] - Ongoing innovations in material modification and production techniques are expected to enhance the performance of PPS membranes, potentially narrowing the gap with composite membranes while maintaining cost advantages [12]