振华股份：公司已与美国BE公司供应链上的企业建立了稳定的合作关系

Core Viewpoint - The domestic SOFC (Solid Oxide Fuel Cell) companies consume significantly less chromium compared to their overseas counterparts, which raises concerns about the demand for chromium in the industry [1] Group 1: Chromium Consumption - Domestic SOFC companies reportedly consume 2500 tons of chromium per GW, while overseas companies consume 7500 to 10000 tons per GW, indicating a consumption rate that is 3 to 4 times higher [1] - Based on BE's projected capacity of 2 GW for next year, the minimum requirement for metallic chromium would be 1.5 wt, corresponding to a sodium chromate demand of 5.4 wt at a 30% market share [1] Group 2: Company Positioning - The company, Zhenhua Co., Ltd. (振华股份), is actively monitoring the downstream applications of metallic chromium, particularly in the power equipment and new materials sectors [1] - Zhenhua has established stable partnerships with companies in the supply chain of the American BE company, emphasizing its commitment to product stability and quality control [1]