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北京时间·🕒 发布 06:22:33时区推断·⟳ 抓取 06:25:22·⚡ 决策 07-27 06:26:01 +39s·92.4 天前

LG化学开发低铱用量PEM水电解电极技术

该事件是LG化学研发成果和论文发表,证明其PEM水电解电极材料技术有进展,但尚未披露订单、客户定点、量产收入或利润增量。

📄 原文The Elec English↗ 原文
LG Chem Develops PEM Water Electrolysis Electrode With Reduced Rare Metal
이전 기사보기 다음 기사보기 LG Chem Develops PEM Water Electrolysis Electrode With Reduced Rare Metal Character Size Settings 가 The…
不做 LG化学(051910.KS)
不做:这是早期研发/论文成果,未披露订单、客户定点、量产收入或利润增量;相对LG化学体量短线重定价边际不足。
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研究档案

🔎 新鲜度:最早出现 2026-07-27 · 扩散 low · price-in 风险 medium ↗

关键理由

  • 该事件是LG化学研发成果和论文发表,证明其PEM水电解电极材料技术有进展,但尚未披露订单、客户定点、量产收入或利润增量。
  • 原文仅称正在与多家全球水电解系统厂商做产品评估,商业化时点、单价、份额和收入规模均未量化。
  • LG化学体量较大,单项早期材料技术突破不足以形成短周期可回测交易边际。

主要风险

  • 若后续出现明确客户定点、量产合同或电解槽厂商采购金额,本事件可能升级为可交易订单/供货催化。

原文全文

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LG Chem Develops PEM Water Electrolysis Electrode With Reduced Rare Metal
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Supply Chain
Cuts iridium use by more than half, doubles durability
EunGyu Kim
Published 2026.07.27 07:22
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LG Chem researchers pose for a commemorative photo after developing PEM water electrolysis electrode technology for green hydrogen production. (Photo: LG Chem)
LG Chem has developed a proton exchange membrane (PEM) water electrolysis electrode technology that reduces the use of the rare metal iridium (Ir) by more than half while improving durability. It also verified large-area electrode production, raising the commercialization potential of this next-generation green hydrogen production material.
LG Chem said on July 26 that a research team at the Platform Technology Research Center under its CTO organization developed an interface stabilization technology that improves the performance and durability of PEM water electrolysis electrodes. The research results were published in the international journal Nature Communications on July 21.
Green hydrogen is hydrogen produced by splitting water with renewable energy power. PEM water electrolysis is regarded as a next-generation hydrogen production technology because of its high hydrogen productivity and responsiveness to power output. However, securing economic viability while using expensive rare-metal iridium catalysts in the electrode has been cited as a challenge for commercialization. Reducing iridium use caused the catalyst to dissolve and the electrode structure to weaken, degrading performance during long-term operation.
LG Chem solved this problem with an interface stabilization technology that applies an atomic-scale coating layer to the surface of the iridium catalyst. The coating layer prevents excessive oxidation of the catalyst to suppress iridium dissolution, and strengthens the stability of the electrode structure by raising the bonding strength with the ion-conducting polymer inside the electrode. Through this, it reduced iridium use by more than half compared with before, while more than doubling stable hydrogen production time under high current-density conditions.
LG Chem also completed large-area electrode production and performance verification using a continuous process. It confirmed the potential for mass production and commercialization beyond the laboratory level. It is currently conducting product evaluations with a number of global water electrolysis system makers.
"These research results are a case in which LG Chem's materials technology competitiveness has been recognized globally," said Shim Kyu-seok, executive vice president and CTO of LG Chem. "We will continue to expand related research and development to secure competitiveness in next-generation hydrogen production technology."
giddk1206@thelec.kr
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