There are many types of bipolar plates and the development potential of metal bipolar plates is huge in the future.

The bipolar plate (BP) is the cathode plate and anode plate of the fuel cell, which mainly plays the role of conducting electrons. Bipolar plates can be divided into three types according to different materials: metal bipolar plates, graphite carbon plates, and composite bipolar plates. As modern vehicles gradually develop towards lightweight and the power density requirements of fuel cells increase, metal bipolar plates are more suitable. Application needs, industry development prospects are better.

Graphite electrode plates have good electrical conductivity, thermal conductivity, and corrosion resistance, and the technology is relatively mature. However, due to its large size and poor processing performance, it will be difficult to increase its market share in the future; metal bipolar plates have good thermal conductivity and electrical conductivity. , while the cost is lower. Graphite bipolar plates are used on a small scale in China, and metal bipolar plates are in the trial production stage; overseas, metal bipolar plate technology is relatively mature, and graphite bipolar plates have completed actual vehicle verification. At present, graphite bipolar plate technology is relatively mature and is gradually being commercialized, occupying a certain market share. Metal bipolar plates have higher performance, but the current technical process is relatively high and commercialization is difficult to achieve in the short term.

Bipolar plates are mainly used in the field of fuel cells. The fuel cell market will gradually become clear in 2021, and the demand for fuel cells in the field of new energy vehicles continues to grow. Affected by the COVID-19 epidemic, my country’s fuel cell vehicle sales declined in 2020, with only 1,177 units. However, as the epidemic situation improves and the dual-carbon policy is promoted, the sales of fuel cell vehicles in my country have increased. In 2021, the production and sales of fuel cell vehicles in my country will reach 2,000 units, which is good for the development of the bipolar plate industry.

According to the “Research Report on Application Market Demand and Development Opportunities of China’s Fuel Cell Bipolar Plate Industry from 2022 to 2026” released by the Industrial Research Center It shows that benefiting from the rising demand for fuel cell applications, the size of my country’s bipolar plate market continues to rise, reaching 360 million yuan in 2021. In terms of market structure, due to the excellent performance of metal bipolar plates, domestic technological breakthroughs, improved product life, and rising demand for metal plates, my country’s fuel cell metal plate stack shipments will be 356MW in 2021, accounting for 35% of total shipments. About 48%.

Benefiting from the production and sales of fuel cell vehicles, the bipolar plate industry is booming, attracting many companies to deploy. The total domestic bipolar plate production capacity continues to increase, currently reaching 20 million pieces. Companies currently deployed in the field of bipolar plates include Huarong Technology, Qingdao Duke, Hongjun New Energy, Jiayu Carbon, Shanghai Zhizhen, Sanjia Machinery, Boyuan New Energy, Shanghai Hongfeng, etc., mainly distributed in East China. ,intense market competition.

Industry analysts said that from the perspective of industry development, with the continuous optimization of metal bipolar plate technology, product performance and lifespan have been improved. , has reached market recognition, production continues to rise, and it is expected that there will be huge room for market development in the future. Due to policy support, my country’s hydrogen energy vehicle industry is highly prosperous, which is good for the development of the bipolar plate industry. Therefore, it has attracted many companies to deploy, and market competition has intensified. Leading companies have technological advantages, continuous expansion of production capacity, and market share will continue to increase.