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北京时间·🕒 发布 14:28:22时区推断·⟳ 抓取 14:57:45·⚡ 决策 07-26 14:58:17 +32s·93.1 天前

LG化学称其PEM水电解电极技术将铱用量减半并延长寿命

LG化学披露的是实验室/论文阶段的PEM水电解电极材料进展,方向上利好其绿色氢材料技术储备。

📄 原文Seoul Economic Daily English↗ 原文
LG Chem Doubles Lifespan of Key Electrode for Green Hydrogen
LG Chem (051910.KS) has developed a polymer electrolyte membrane (PEM) water electrolysis electrode technology that ena…
不做 LG化学(051910.KS)
研发成果和论文发表属于长期技术储备,未披露订单、客户、量产收入或商业化时间表;对LG化学短线市值级增量不足,不做。
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研究档案

🔎 新鲜度:最早出现 2026-07-26 · 扩散 low · price-in 风险 medium ↗

关键理由

  • LG化学披露的是实验室/论文阶段的PEM水电解电极材料进展,方向上利好其绿色氢材料技术储备。
  • 正文只提到大电极制造和性能验证具备量产商业化潜力,未披露客户、订单、产线投产、收入贡献或商业化时间表。

主要风险

  • 该事件更像研发成果宣传,短期难以量化为LG化学收入或利润增量。
  • LG化学体量较大,未披露金额和商业化落地节奏的技术成果通常不足以支撑隔夜追多。

原文全文

展开原文 · 2,442 字
LG Chem (051910.KS) has developed a polymer electrolyte membrane (PEM) water electrolysis electrode technology that enables stable, long-term hydrogen production using only a small amount of iridium, raising the prospects for commercializing next-generation green hydrogen production materials.
LG Chem said on the 26th that a research team at its Basic Technology Research Institute, under the Chief Technology Officer (CTO), has developed an interface stabilization technology that dramatically improves the performance and durability of PEM water electrolysis electrodes.
The research, which involved a team led by Ko Jae-hyun, a senior researcher at the Korea Institute of Science and Technology (KIST), was published on the 21st in Nature Communications, one of the world's top-tier academic journals.
Green hydrogen is a key energy source for realizing a decarbonized society, produced by splitting water using electricity generated from renewable energy. PEM water electrolysis is regarded as a next-generation green hydrogen production technology, based on its high hydrogen productivity and superior output responsiveness.
However, PEM water electrolysis devices use expensive rare-metal iridium catalysts, making economic viability a major challenge. In particular, when less iridium is used in the electrode, performance deteriorates during long-term operation. Shorter equipment replacement cycles and rising operating costs have been the biggest obstacles to expanding the commercialization of PEM water electrolysis technology.
LG Chem solved these problems with a catalyst interface stabilization technology that applies an atomic-level coating layer to the surface of the iridium catalyst. As a result, it succeeded in extending stable hydrogen production time by more than twofold compared with before, while reducing iridium usage by more than half from previous levels.
In addition, LG Chem completed the manufacturing and performance verification of large electrodes based on its own electrode fabrication technology, confirming the potential for mass production and commercialization.
"This research achievement is a case in which LG Chem's materials technology competitiveness has been recognized worldwide," said Shim Kyu-seok, Executive Vice President and CTO of LG Chem. "We will continue to expand various research and development efforts to secure competitiveness in next-generation hydrogen production technology."

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