Core Viewpoint - The stock price of Anhui Yishitong Material Technology Co., Ltd. has surged, closing at 33.18 yuan per share, attributed to share buyback plans and advancements in solid oxide battery (SOC) projects [1][2] Group 1: Stock Performance and Buyback Plans - The company experienced a "20CM" limit-up in stock price on November 27, 2023, due to market confidence bolstered by share buyback announcements and SOC project developments [1] - Yishitong announced a second share buyback plan with a budget of 20 million to 45 million yuan, aimed at employee stock ownership plans or equity incentives, enhancing team cohesion and long-term competitiveness [1] - Cumulatively, the company plans to spend between 75 million to 100 million yuan on share buybacks, following a previous plan that had a budget of 30 million to 55 million yuan [1] Group 2: SOC Project Developments - The first 8kW solid oxide battery (SOC) system of the company has been installed and is currently in the debugging and optimization phase, expected to gradually commence operation in the first quarter of 2026 [2] - There is a growing demand for downstream applications, which is anticipated to accelerate the industrialization process of SOC technology [2] - The company is engaging with potential domestic and international clients, targeting markets such as combined heat and power systems for households and small industries in Europe, and focusing on thermal power plants and chemical plants in the domestic market [2]

(本文来自第一财经) 壹石通在互动平台表示，截至目前，公司固体氧化物电池（SOC）项目正在按照既定计划稳步推进，首 个示范工程项目的第一个8kW级SOFC系统已完成安装，正在做系统调试优化。首个SOFC示范工程项目 有望在2026年第一季度逐步投入运行。 ...

格隆汇11月24日丨壹石通(688733.SH)在投资者互动平台表示，1、截至目前，公司固体氧化物电池 （SOC）项目正在按照既定计划稳步推进，首个示范工程项目的第一个8kW级SOFC系统已完成安装， 正在做系统调试优化。首个SOFC示范工程项目有望在2026年第一季度逐步投入运行。 2、截至目前， 公司人工合成高纯石英砂的相关技术指标和性能优化已完成，正在推进下游制品验证，并已对接单晶厂 开展应用端测试，以加快市场导入，力争尽早实现批量出货。该产品的大规模商业化应用尚需一定的验 证周期，预计将在光伏用坩埚内层砂率先应用，而在半导体领域的应用验证周期更长。 ...

格隆汇11月24日丨壹石通(688733.SH)在投资者互动平台表示，1、截至目前，公司固体氧化物电池 （SOC）项目正在按照既定计划稳步推进，首个示范工程项目的第一个8kW级SOFC系统已完成安装， 正在做系统调试优化。首个SOFC示范工程项目有望在2026年第一季度逐步投入运行。 2、截至目前， 公司人工合成高纯石英砂的相关技术指标和性能优化已完成，正在推进下游制品验证，并已对接单晶厂 开展应用端测试，以加快市场导入，力争尽早实现批量出货。该产品的大规模商业化应用尚需一定的验 证周期，预计将在光伏用坩埚内层砂率先应用，而在半导体领域的应用验证周期更长。 ...

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]

"宁波膜智信息科技有限公司"为势银（TrendBank）唯一工商注册实体及收款账户 势银研究： 势银产业研究服务 势银数据： 势银数据产品服务 势银咨询： 势银咨询顾问服务 添加文末微信，加 绿色燃料 群 固体氧化物电池（Solid Oxide Cell，SOC）是一种基于固体氧化物电解质的能量转换装置，其核心优 势在于能量转换模式的双向性，涵盖固体氧化物燃料电池（Solid Oxide Fuel Cell，SOFC）与固体氧化 物电解池/槽（Solid Oxide Electrolysis Cell，SOEC）两大应用场景。从技术关联性看，SOEC与SOFC 共享材料基础（如氧化钇稳定氧化锆电解质）与运行特性（高温工作环境），二者在电极设计、热管 理、密封技术等领域的研发经验可高度复用， SOEC可视为SOFC的逆向应用 。例如，SOFC的电堆结 构优化成果可直接应用于SOEC的电解效率提升，而SOEC的催化剂研究亦可反哺SOFC的燃料适应性 改进，形成技术迭代闭环。 今年以来， SOC产业正向着技术标准化、生产规模化、应用多元化方向发展。 技术层面，氢邦科技 联合学术机构攻克氨燃料SOFC技术，拓展燃料兼 ...