Core Viewpoint - Solid Oxide Fuel Cell (SOFC) technology is emerging as a key player in distributed energy and industrial waste heat recovery, with companies like Xizi Clean Energy making strategic investments in this area [1][2]. Group 1: Company Strategy - Xizi Clean Energy has invested in Zhejiang Zhentai Energy Technology Co., Ltd. to explore high-efficiency energy conversion technologies, positioning itself in the SOFC market [1][3]. - The investment in Zhentai Energy aligns with Xizi Clean Energy's "zero-carbon park" strategy, enhancing its renewable energy ecosystem [3][5]. Group 2: Market Performance - Bloom Energy, a leader in the SOFC industry, has seen its stock price double this year, surpassing $46, driven by favorable market conditions and policy support [1][2]. - The company's Q2 FY2025 results showed a revenue of $400 million, a 20% year-on-year increase, with a gross margin of 28.2%, up 6.5 percentage points [2]. Group 3: Technological Advantages - SOFC technology boasts high efficiency (over 60% power generation efficiency) and broad fuel adaptability, making it suitable for various applications [2][4]. - Xizi Clean Energy's expertise in high-temperature equipment manufacturing supports the industrialization of SOFC, as the technology requires high-temperature resistance and sealing capabilities [4]. Group 4: Market Opportunities - The market for SOFC in data centers is projected to reach $7 billion in the next three years, driven by increasing demand for efficient energy solutions [4]. - SOFC technology also presents significant potential in industrial waste heat recovery, particularly in high-energy-consuming sectors like steel and cement [4]. Group 5: Future Outlook - As Zhentai Energy's SOFC technology matures, Xizi Clean Energy is expected to gain a competitive edge in the clean energy equipment sector, paving the way for long-term growth [5].