Anhui Estone Materials Technology (SH:688733) Ge Long Hui·2025-11-24 08:58Core Viewpoint - The company is making steady progress on its solid oxide fuel cell (SOFC) project, with the first 8kW SOFC system installed and undergoing optimization, expected to be operational by Q1 2026 [1] Group 1: SOFC Project Progress - The first demonstration project of the SOFC system has completed installation and is currently in the system debugging and optimization phase [1] - The SOFC demonstration project is anticipated to gradually commence operations in the first quarter of 2026 [1] Group 2: High-Purity Quartz Sand Development - The company has completed the technical indicators and performance optimization for synthetic high-purity quartz sand [1] - The company is advancing downstream product validation and has initiated application testing with single crystal manufacturers to expedite market introduction [1] - Large-scale commercial application of the product requires a verification period, with initial applications expected in photovoltaic crucibles, while semiconductor application validation will take longer [1]