China’s PEM electrolyzer membrane electrode market development status and analysis of major companies in 2023

Proton exchange membrane electrolyzer (PEM) is one of the current technologies for electrolytic hydrogen production. In addition, there are alkaline electrolyzer technology and solid oxide electrolyzer technology. Among them, proton exchange membrane electrolyzer (PEM) technology and alkaline electrolyzer technology Already commercialized, solid oxide electrolyzer technology is still in the transition stage from laboratory to industrialization. Proton exchange membrane electrolyzer (PEM) technology has the advantages of high efficiency, no alkali solution, small size, safety and reliability, and good dynamic response, but the cost is relatively high. A proton exchange membrane electrolyzer (PEM) is mainly composed of a membrane electrode (proton exchange membrane, catalytic layer, diffusion layer), bipolar plate, epoxy resin plate and end plate. The membrane electrode is the electrochemistry in the proton exchange membrane water electrolysis cell. The place of reaction is the core component that determines the performance and cost of the proton exchange membrane electrolyzer (PEM). Membrane electrodes can be mainly divided into catalyst-coated membrane configuration (CCM) and porous transmission electrode configuration (PTE).

“2023-2028 China PEM Electrolyzer Membrane Electrode Industry Market In-depth Research and Development Prospects Forecast Report compiled and released by the Industrial Research Center It shows that at present, the development of the green hydrogen industry is driven by both supply and demand, and the industry has great development potential. On the supply side, China’s new energy power generation continues to grow. The first and second batches of large-scale wind and solar base projects have entered the construction stage, and the third batch of applications has been launched. Wind and solar power generation is volatile and intermittent. The use of new energy power to prepare hydrogen is the solution to new power generation. One of the means of mass consumption. In terms of demand, with the advancement of the “dual carbon” strategy, China’s hydrogen energy industry has entered a stage of rapid development, and the demand for hydrogen in downstream transportation, industry, energy storage and other fields is growing rapidly. The rapid development of the green hydrogen industry has promoted the development of the proton exchange membrane electrolyzer (PEM) industry, and the demand for membrane electrodes in PEM electrolyzers will also continue to grow rapidly.

Currently, the domestic proton exchange membrane electrolyzer (PEM) industry mainly purchases membrane electrodes from DuPont. Some domestic companies already have related products, such as Wuhan Polytechnic Hydrogen Technology Co., Ltd., Hongji Chuangneng Technology (Guangzhou) Co., Ltd., Shanghai Juna New Material Technology Co., Ltd., Yihydr Technology.

Wuhan University of Technology Hydrogen and Electricity Technology Co., Ltd. was jointly established by Wuhan University of Technology (WUT) and Shenzhen Xiongtao Power Technology Co., Ltd. It is committed to the research and development and industrialization of the core component of fuel cells – membrane electrodes (MEA). Current products Including vehicle fuel cell membrane electrodes, power station fuel cell membrane electrodes and PEM water electrolysis membrane electrodes. The membrane electrode production capacity is planned to be 100,000 square meters, with a production capacity of approximately 250,000 to 350,000 pieces. The PEM water electrolysis membrane electrode product independently developed by Wuhan University of Technology Hydrogen has the advantages of high performance, high durability, high reliability and strong environmental adaptability, anti-reverse pole, low temperature cold start, etc.

Hongji Chuangneng Technology was established in December 2017 and is mainly committed to the large-scale localization and industrialization of high-performance membrane electrodes (MEA) for proton exchange membrane fuel cells. In terms of production technology, Hongji Chuangneng has designed a special membrane electrode production line based on the characteristics of PEM electrolyzers. In June 2022, Hongji Innovation invested 300 million yuan to build a high-performance membrane electrode project with an annual output of 5 million pieces and a PEM water electrolysis hydrogen production project officially put into production.

Juna Technology is a developer of catalytic technology products for water electrolysis and hydrogen production. It is committed to providing leading electrode products to electrolyzer companies. Currently, it has developed alkaline water electrolysis (ALK), proton exchange membrane pure water electrolysis (PEM), and anion exchange membrane. (AEM) electrolyzers are laid out in three technical routes. Juna Technology’s PEM membrane electrode has completed sample testing by a third-party authoritative organization. It can maintain the same level of performance as the advanced PEM water electrolysis membrane electrode while reducing the load capacity, meeting the requirements of engineering applications. It will be officially put into production in Chengdu at the end of 2023. .

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