Core Viewpoint - Solid Oxide Fuel Cells (SOFC) are gaining traction as a power supply solution for AI data centers in North America, with Bloom Energy securing significant orders from major companies like Oracle [1] Company Developments - Sunlord Electronics (002138.SZ) announced on September 24 that it has established a joint venture, Baite Company, with Zhejiang Zhentai Energy to enter the solid oxide battery (SOC) sector, focusing on the development, production, and sales of new high-temperature fuel cell ceramic sheets and motor systems [1] - The joint venture aims to leverage the strengths of both companies to enhance the solid oxide battery industry chain and promote healthy industry development, with operational demonstration projects already underway [1] - The company is optimistic about the ongoing development of the new energy industry and aims to contribute to the long-term growth of the domestic solid oxide battery sector, with related business progress expected to gradually generate sales revenue [1]
顺络电子:公司通过控股子公司信柏陶瓷与臻泰能源合作成立柏泰公司进入固体氧化物电池及相关行业领域