How is the competitive landscape of hydrogen production equipment diversification evolving?
How is the competitive landscape of hydrogen production equipment diversification evolving?
How will the diversified competition pattern of the hydrogen production market evolve and which route will be the winner?
First of all, the characteristics and applicable scenarios of different hydrogen production routes are different, and the development potential of the applicable scenarios is the decisive factor for the evolution of the future hydrogen production market pattern.
Taking offshore hydrogen production as an example, the head of system research of an R&D center pointed out in the discussion on the opportunities and challenges of offshore wind power hydrogen production that PEM hydrogen production has a better match with offshore wind power from a comprehensive point of view, but the development of offshore hydrogen production still needs to break through the key technology research of PEM hydrogen production electrolysis stack adapted to the deep sea environment, the key technology research of efficient coupling of off-grid offshore wind power and electrolytic water hydrogen production, and the challenges of offshore hydrogen transportation. The PEM prototype has entered the final testing stage.
At present, in terms of renewable energy consumption, alkaline electrolyzer has the advantages of maturity, large scale and low cost, while PEM is more flexible ...... There are still many different hydrogen production scenarios in China, and there is good room for development of other technical routes.
"Each hydrogen production route has its space, and what kind of hydrogen production route to choose under what working conditions depends on the region, environment and other factors to decide, so when exploring which route is better, it needs to be clear where to use."
Second, the breakthrough of hydrogen production equipment not only depends on the equipment itself, but the development of materials and production and measurement equipment is crucial.
At present, no matter what route materials are in the rapid iterative development, such as alkaline electrolytic electrodes to higher electric density development, diaphragm process upgrade, PEM membrane electrodes, catalyst localization and cost reduction process accelerated, AEM membrane reliability improved, SOEC battery sheet and electric stack mass production consistency and reliability improved ......
Behind each kind of hydrogen production route, a large number of material enterprises and production and testing equipment enterprises have gathered. They are jointly helping the refinement and development of hydrogen production equipment.
Thirdly, the synergy and balance of efficiency, cost and safety.
The ultimate concern of hydrogen production equipment is to improve efficiency and reduce cost, which requires the best balance at the material level, device level, cost level, etc.
"Now hydrogen has two attributes, one is the attribute of energy and the other is the attribute of hazardous chemical, and it is predicted that the management of hydrogen may be relaxed a bit later. For our hydrogen production equipment, we have to put safety in the first place while reducing the cost."