After being characterized as a “new economic growth point”, hydrogen energy is ushering in a new round of explosion window.
Hydrogen energy application is ushering in an unprecedented period of accelerated innovation. Breakthroughs in core materials and landing of terminal scenes are reshaping the industrial pattern at a speed visible to the naked eye.
recently, in Suzhou, Shenzhen jingxing hydrogen energy new energy co., ltd (hereinafter referred to as “jingxing hydrogen energy”) and retroactive technology jointly launched 100 hydrogen-assisted bicycles at one go.
figure: the hydrogen-assisted bicycle launched by jingxing hydrogen energy technology hand in hand
it is worth noting that although the scale of the hydrogen-assisted bicycle launched this time is not earth-shattering, it is of great significance:
is not a laboratory sample, not a small-scale test, but a commercial landing that actually runs on the streets and serves daily travel.
A single spark can start a prairie fire. This is not only a technological breakthrough of a material company, but also a key step in the domestic hydrogen energy industry chain towards the autonomy of core materials and the scale of terminal scenes.
jingxing hydrogen energy was established in 2024 and looks very young in the hydrogen energy racetrack, but its technical foundation is absolutely thick enough.
the company was founded by a team of doctoral and master graduate students graduated from Tsinghua university. from 2015 to 2023, the team completed the whole process of research and development of platinum-carbon/low-platinum/platinum-free catalyst, pilot incubation, layout of electrolyzed water hydrogen production catalyst, stable process and sample delivery to downstream.
The establishment of the company is the key leap for laboratory results to truly become market commodities.
Now, when we are looking at hydrogen energy, we are staring at the “life gate” of fuel cells and hydrogen production equipment-the core components of catalysts and membrane electrodes. The complete set of technologies are all independent intellectual property rights.
Speaking of catalysts, it is the heart of the fuel cell, which directly determines efficiency, life, and cost.
There has always been a difficult problem in the industry: if you want the catalyst to achieve high activity, long life, and low cost at the same time, it is difficult to balance the three. Especially the precious metal platinum, expensive and scarce, like a sword hanging on the head of industrialization, has been stuck in the neck.
Jingxing’s hydrogen energy play is very direct: use materials to innovate hard and rigid pain points and achieve an important breakthrough in this core problem.
they now have a complete set of independent catalyst products, of which two are particularly eye-catching:
high-power platinum-carbon catalyst P50: it uses high loading, and also achieves platinum-carbon nanoparticles, high electrochemical activity area, and is suitable for scenarios such as high current density electrolyzed water hydrogen production and high-power fuel cells. More importantly, relying on low-cost, batch preparation technology, this product has achieved kilogram-level mass production.
platinum-cobalt alloy catalyst PtCo50: through a highly ordered alloy structure, the amount of platinum can be greatly reduced while maintaining the high performance and high stability of the membrane electrode, balancing the activity, life and cost just right.
in addition, jingxing hydrogen energy is also used as iridium oxide and iridium catalyst for hydrogen production from electrolyzed water, and extends downstream to make membrane electrode and air-cooled reactor, thus opening up the whole link of material-component-terminal.
these hard products are the biggest confidence that jingxing hydrogen can dare to move from the laboratory to the market.
no matter how good the technology is, it is really valuable only when it is used in the market and in real scenes.
the breakthrough of core materials, only landing terminal, can really drive the industry to change.
starting from 2025, jingxing hydrogen energy will actively shift its center of gravity to downstream, aiming at more easily commercialized scenes such as air-cooled electric reactors and hydrogen-assisted bicycles.
this time, 100 hydrogen-assisted bicycles in Suzhou have been put on the road in batches, which is the first large-scale landing of their downstream strategy, and also shows us the new direction of hydrogen energy commercialization.
In the past few years, the application of hydrogen energy has almost focused on the promotion and demonstration of heavy trucks and commercial vehicles, but the high cost, few hydrogenation stations and complicated operation have been unable to push forward the scale.
Hydrogen-assisted bicycles are different, and they have taken a completely different commercial path.
According to industry statistics, there are 0.35 billion electric bicycles in China, and the problems of safe charging, short battery life and slow charging are becoming more and more prominent. The hydrogen-assisted bicycle has 10 seconds of hydrogen exchange, long endurance and zero emission, which is the best breakthrough for light hydrogen energy transportation.
the policy is also making every effort to support the bottom: in January 2025, the Ministry of industry and information technology will include hydrogen two-wheeled vehicles into the future industrial innovation task for the first time; In March 2026, the three departments issued a document to promote the hydrogen energy pilot project, explicitly encouraging the innovation of scenarios such as hydrogen energy two-wheeled vehicles.
therefore, the significance of these 100 bicycles in Suzhou is far more than the number itself, including at least the following points:
the core catalyst of jingxing hydrogen energy has passed the large-scale test for the first time under real urban road conditions, and has completed a breathtaking leap from laboratory parameters to street performance.
a complete vehicle carrying platinum cobalt catalyst, the cost has been steadily pressed down, paving the way for the large-scale and economical promotion of hydrogen-assisted bicycles.
More importantly, the domestic platinum cobalt catalyst has been verified to be reliable and mature on the vehicle-mounted air-cooled reactor for the first time, breaking the long-term dependence of high-end catalysts on imports and being a key victory for the autonomy of core materials.
the entire hydrogen energy industry has also demonstrated from large vehicles, really into the bicycle this more flexible, closer to the ordinary people of the capillary scene.
from the samples in the laboratory to the vehicles shuttling through the city streets; From the cold parameters on the paper, to large-scale market products.
jingxing hydrogen energy has completed a beautiful leap by accumulating more than ten years of technology and running the “heart” component of hydrogen energy from following to running side by side.
Now that both technology and the market have broken through, they are also preparing for a new round of financing to accelerate technology iteration, expand production capacity and seize the commanding heights of the hydrogen energy industry.
The current hydrogen energy industry is in the golden window of policy increase and scene outbreak. Like Jingxing hydrogen energy, both the core material barriers, but also the downstream scene of the enterprise, is to open up the industry-university-research, drive the whole industry chain to reduce the efficiency of the backbone.
In the future, with this hard core “China core”, they will not only promote the development of domestic hydrogen energy, but also come up with a deep and landing China plan for the global energy transformation.
