Zheng Quan Ri Bao Zhi Sheng·2025-08-17 10:42Core Insights - The rapid development of AI is driving a significant increase in power demand, with the International Energy Agency predicting that global data center electricity demand will more than double by 2030, primarily due to AI [1] - Traditional power supply solutions are inadequate for the high-density and stable power requirements of AI, making Solid Oxide Fuel Cell (SOFC) companies a focal point in the capital market [1] - SOFC technology not only meets the energy needs of data centers but also offers superior efficiency and a pollution-free operation mode, aligning with the green and efficient development goals of the industry [1] Industry Overview - The domestic SOFC industry is experiencing a "blooming" phase, with multiple listed companies actively positioning themselves in the market [1] - SOFC is at an "industrialization critical point," driven by favorable policies, technological advancements, and market demand, which are collectively accelerating industry breakthroughs [1] - Companies like Yishitong and Sanhuan Group are setting benchmarks for the domestic SOFC industry and are positioned to gain a first-mover advantage in the global energy transition [1] Technological Development - Current challenges in solid-state battery industrialization highlight the relative maturity of SOFC technology on an international scale [1] - The core tasks for SOFC development include supply chain improvement, product process optimization, enhancing yield rates, expanding application scenarios, and reducing costs through scale [1] - SOFC and Solid Oxide Electrolysis Cell (SOEC) technologies are expected to be key alternatives to traditional power supply solutions in the domestic market [1] Future Outlook - SOFC is recognized as a potential solution in the global energy transition and technological transformation, with the potential to reshape energy supply dynamics and support the sustainable development of the AI industry [2]