The market size of perfluorosulfonic acid membrane for fuel cells is growing rapidly, with few companies and good prospects
Perfluorosulfonic acid membrane, also known as perfluorosulfonic acid ion exchange membrane and perfluorosulfonic acid proton exchange membrane, is a solid polymer electrolyte with good chemical and thermal stability, voltage reduction, high conductivity, and mechanical strength. It has high advantages and can be used under harsh conditions such as strong acid, strong alkali, strong oxidant medium and high temperature. It is widely used in the fields of chlor-alkali industry, water electrolysis for hydrogen production, electrochemical synthesis and gas sensors.
Perfluorosulfonic acid membrane for fuel cells is a perfluorosulfonic acid membrane used in the field of fuel cells and is the core material of fuel cells. Inside the fuel cell, the fuel cell uses a perfluorosulfonic acid membrane to provide a channel for the migration and transportation of protons, so that the protons pass through the membrane from the anode to the cathode, forming a loop with the electron transfer of the external circuit to provide current to the outside world. Therefore, the fuel cell uses all The performance of fluorosulfonic acid membrane plays a very important role in the performance of fuel cells.
Since the Canadian Ballard Company used perfluorosulfonic acid proton exchange membranes for PEMFC in the early 1980s and achieved success, the global perfluorosulfonic acid membrane industry for fuel cells has continued to develop. Industrial Research Center released “China’s Fuel Industry in 2022-2027” “In-depth Market Research and Development Prospects Forecast Report on the Perfluorosulfonic Acid Membrane Industry for Batteries” shows that in recent years, with the rapid development of fuel cell vehicles, the global market size of perfluorosulfonic acid membranes for fuel cells has Showing a continuous upward trend, in 2021, the global perfluorosulfonic acid membrane market for fuel cells will grow by more than 25%. In the future, fuel cell vehicles will usher in a stage of rapid development. In 2027, the global perfluorosulfonic acid membrane market for fuel cells will grow by more than 25%. The scale of the membrane market is expected to be close to 10 billion yuan, with an average annual growth rate of more than 50%.
At this stage, the United States and Japan are the main producers of perfluorosulfonic acid membranes for fuel cells. Representative companies include Chemours, Dow, W.L. Gore & Associates, Asahi Glass, Asahi Chemical, etc. Take Chemours as an example. Chemours was formerly the Performance Chemicals Division of DuPont. In July 2015, it completed the split from DuPont and became an independently operated listed company. It has rich production experience, strong corporate research and development capabilities, superior product performance, good quality, and strong market competitiveness.
For a long time, China’s perfluorosulfonic acid membrane market for fuel cells has been monopolized by imported products, and there is no domestic supply of perfluorosulfonic acid membrane products. Since 2015, my country has attached great importance to the development of the fuel cell vehicle industry and introduced a number of policies to encourage its development. As technology research and development in the field of fuel cell vehicles in my country increases, its demand for perfluorosulfonic acid membrane products for fuel cells is also gradually increasing. increase, attracting more and more companies to enter this field. In November 2020, Shandong Dongyue Group’s 300,000-ton perfluorosulfonic acid membrane factory for fuel cells was put into production. The production capacity of perfluorosulfonic acid membrane products for fuel cells has only appeared in China. In 2021, factories producing perfluorosulfonic acid membranes for fuel cells such as Suzhou Kerun New Materials and Wuhan Ligong New Energy Company will begin production one after another, and the production capacity of perfluorosulfonic acid membranes for fuel cells in China will increase rapidly.
However, compared with Japan and the United States, China’s fuel cell perfluorosulfonic acid membrane industry started relatively late. In recent years, my country’s fuel cell perfluorosulfonic acid membrane research has continued to deepen. Although the technical level has been greatly improved, The number of domestic companies is not large and they still cannot meet the domestic demand for fuel cell perfluorosulfonic acid membrane products. There will be great development opportunities in the future.
In March 2022, the National Development and Reform Commission and the National Energy Administration jointly launched the “Medium- and Long-term Plan for the Development of the Hydrogen Energy Industry (2021-2035)”, which proposed to focus on promoting the application of hydrogen fuel cells in medium and heavy-duty vehicles and gradually establishing fuel cell electric vehicles and The complementary development model of lithium battery pure electric vehicles promotes the development of the hydrogen fuel cell vehicle industry. Under the guidance of policies, it is expected that my country’s fuel cell industry will maintain a good development trend in the future, with product production and sales continuing to grow, providing continued growth momentum for the demand for perfluorosulfonic acid membranes for fuel cells. In the next few years, with the continued advancement of fuel cell vehicles, the demand for perfluorosulfonic acid membranes for fuel cells in my country will grow rapidly, and the industry has excellent development prospects.
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