Sunlord(SZ:002138) Sou Hu Cai Jing·2025-08-13 09:30Core Viewpoint - The company expresses confidence in its future growth despite concerns about stock performance lagging behind market trends and the impact of low performance requirements in stock incentives [1] Company Performance - The company has maintained a compound annual growth rate (CAGR) of approximately 24% since its listing [1] - Management believes that stock-based compensation is more effective than cash compensation in motivating employees [1] Product Development - The company is focusing on the development and production of new high-temperature solid oxide fuel cells (SOFC), which are part of the solid oxide fuel cell industry with promising prospects [1] - The company’s ceramic products play a significant role in solid-state batteries, with potential applications in various energy sectors [1] Market Applications - Hydrogen fuel cells have broad applications in long-term energy storage, distributed off-grid power supply, and combined heat and power markets [1] - There are extensive application prospects for hydrogen fuel cells in data centers and mobile terminal devices such as robotics [1]