壹石通(688733.SH)：公司SOFC产品未来最大的目标市场将是AIDC等大型用电、热电联供的应用场景

Core Viewpoint - The company is making steady progress on its solid oxide battery (SOC) system project, with the first 8kW SOFC system installation completed and undergoing optimization, expected to be operational by Q1 2026 [1] Group 1: Project Development - The first demonstration project of the company is advancing as planned, with the initial 8kW SOFC system installed and currently in the debugging phase [1] - The "1GW solid oxide energy system project" is projected to require a total investment of approximately 1.207 billion yuan, aiming to achieve an annual production capacity of 1GW for solid oxide energy systems, including SOFC and SOEC products [1] - The construction of the main structure for the project is currently underway [1] Group 2: Market Engagement - The company is engaging with domestic and international target customers, with a short-term goal of establishing more demonstration projects to accumulate operational data and enhance application and data collection for continuous system optimization [1] - The largest target market for the company's SOFC products in the future will be applications in large power and combined heat and power scenarios, such as Artificial Intelligence Data Centers (AIDC) [1]