Domestic membrane electrodes have reached commercial standards. Domestic substitution of membrane electrodes will be an inevitable trend.

Membrane electrode (MEA) is an electrode composed of three basic components: proton exchange membrane, catalyst and gas diffusion layer. The raw materials include proton exchange membrane, platinum catalyst, carbon paper, etc. The membrane electrode is a key core component of the proton exchange membrane fuel cell (PEMFC). As the reaction site for converting hydrogen into electricity, the performance of the membrane electrode determines the output performance, service life and reaction efficiency of the fuel cell. In recent years, with the development of the fuel cell market, the demand for membrane electrodes has been continuously released.

Globally, the United States, Japan and other countries have developed membrane electrode technology earlier and have applied for more membrane electrode patents. After entering the 21st century, with the rapid development of fuel cell technology and the improvement of domestic enterprises’ research and development capabilities, my country’s membrane electrode research and development process has accelerated. , the number of membrane electrode patent applications continues to rise, and has now reached the international leading level. After continuous development and accumulation, the membrane electrode preparation process has developed from the first-generation hot pressing process to the second-generation process, that is, the catalyst direct coating process. The second-generation process has advantages in catalyst utilization and membrane electrode performance. It is Current mainstream application technology.

According to the “2022-2026 China Membrane Electrode Industry Market Monitoring and Future Development Prospects Research Report released by the Industrial Research Center, In recent years, fuel cell vehicles in my country have shown rapid development driven by policies and costs. It is expected that the production and sales of fuel cell vehicles will exceed one million units in 2028, and the corresponding membrane electrode market will exceed 30 billion yuan.

The structural design and preparation process of membrane electrodes are complex, and the product development cycle is long. Therefore, there are extremely high technical, R&D, and production barriers in the industry. In the global market, membrane electrode suppliers mainly include DuPont of the United States and Ballard of Canada. Due to high entry barriers, my country’s commercial membrane electrodes mainly rely on imports. The high price of imported membrane electrodes is not conducive to the long-term development of the fuel cell industry. There is an urgent need for localized production of membrane electrodes.

In recent years, with policy support, my country’s membrane electrode technology has made great progress, and domestic membrane electrodes have reached commercial standards. At this stage, my country’s membrane electrode-related companies mainly include Weifu High-tech, Hongji Chuangneng, Tangfeng New Energy, Qingdong Technology, Wuhan Polytechnic Hydrogen, China Zi Technology, Kunshan Sunlight New Energy, etc. Among them, Hongji Chuangneng’s membrane electrode production capacity Reaching 100,000 square meters. The performance of domestic membrane electrodes is close to the international level, but there is still a certain gap between it and the international level in terms of platinum loading, cold start, anti-reverse pole and other professional characteristics. Therefore, it is still difficult for my country’s membrane electrodes to replace large quantities of imports in the short term, but from now on In the long term, domestic substitution of membrane electrodes will be an inevitable trend.

Industry analysts said that the membrane electrode is a key core component of the fuel cell, which determines the output performance, service life and Reaction efficiency, etc. In recent years, driven by policy support and corporate assistance, my country’s membrane electrode technology level has been greatly improved. Domestic membrane electrodes have reached commercial standards. The pace of domestic substitution of membrane electrodes has accelerated. my country’s membrane electrode market has broad development space in the future. .