公司氢能电解槽密封材料是否已量产，产生订单？时代新材回应Has the company's hydrogen energy electrolyzer sealing material been mass-produced and generated orders? Times New Material responds
有投资者向时代新材（600458.SH）提问，其氢能电解槽密封材料是否已量产并产生订单，以及氢能系统目前进展到哪里。2026年11月10日，企业方面作出回应：氢能产业由工业与工程事业部主导推进，属于战略性新兴产业的重点布局，目前整体尚处于产业化早期的培育阶段，现已完成前期市场调研与客户交流，产业化进程取得阶段性成果。
该项披露显示，阶段性成果首先体现在氢能碱性电解槽密封垫片方面：相关产品已实现量产交付，获取头部企业批量订单，制氢垫片在手新签订单超2000万元。从产业化早期的培育阶段，到完成前期市场调研与客户交流，再到实现量产交付、获取批量订单，密封材料这一环节的进展在订单规模上得到具体体现。
该项披露显示，供氢系统方面的工作已进入样机交付与验证阶段，与密封垫片的量产交付形成呼应，共同构成氢能系统产业化进程的阶段性成果。按照企业方面的表述，上述进展均属于产业化早期培育阶段取得的成果。
再次，制氢垫片产线、PPS隔膜产线的建设已完成。公开信息显示，产线建设是产业化落地的重要环节；两条产线建设完成，为后续产品验证与产能释放提供了条件。该项披露称，后续将加快产品验证与产能释放，推动氢能业务发展。
从整体看，时代新材在氢能领域的布局由工业与工程事业部主导推进，属于其战略性新兴产业的重点布局。企业方面表示，目前氢能产业整体尚处于产业化早期的培育阶段，前期市场调研与客户交流已完成，量产交付、样机验证、产线建设等方面的阶段性成果已经取得。后续，企业方面将加快产品验证与产能释放，推动氢能业务发展。
An investor asked Times New Material (600458.SH) whether its hydrogen energy electrolyzer sealing materials have already been mass-produced and generated orders, and how far the hydrogen energy system has progressed. On November 10, 2026, the company responded: The hydrogen energy industry is being promoted primarily by the Industrial and Engineering Division and is part of a key layout in strategic emerging industries. At present, the overall industry is still in the early stage of industrialization cultivation. The company has completed preliminary market research and customer communication, and the industrialization process has achieved phased results.
This disclosure shows that the phased results are first reflected in hydrogen energy alkaline electrolyzer sealing gaskets: the related products have already achieved mass production and delivery, secured bulk orders from leading enterprises, and newly signed hydrogen production gasket orders exceed 20 million yuan. From the early stage of industrialization cultivation, to completing preliminary market research and customer communication, and then to achieving mass production and securing bulk orders, the progress of the sealing material segment is concretely reflected in the scale of orders.
The disclosure shows that work on the hydrogen supply system has entered the prototype delivery and verification stage, complementing the mass production and delivery of sealing gaskets, together constituting a phased achievement in the industrialization process of the hydrogen energy system. According to the company's statements, these developments are all results achieved in the early cultivation stage of industrialization.
Furthermore, the construction of the hydrogen production gasket production line and the PPS diaphragm production line has been completed. Public information shows that production line construction is a key link in the implementation of industrialization; the completion of the two production lines provides conditions for subsequent product verification and capacity release. The disclosure states that product verification and capacity release will be accelerated in the future to promote the development of the hydrogen energy business.
Overall, Time New Material's layout in the hydrogen energy field is led by the Industrial and Engineering Division and is part of its key strategic emerging industry layout. The company stated that the hydrogen energy industry as a whole is still in the early cultivation stage of industrialization; preliminary market research and customer communication have been completed, and phased achievements have been made in mass production delivery, prototype verification, and production line construction. Going forward, the company will accelerate product verification and capacity release to promote the development of its hydrogen energy business.
[Source: Times New Materials]
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