南财智讯1月23日电，潍柴动力在投资者关系活动中表示，公司在SOFC领域持续推进技术创新与市场布 局，2025年11月与希锂斯签署制造许可协议，拟建设面向固定式发电市场的电池和电堆产线；已推出对 标国际竞品的新一代大功率金属支撑商业化产品，在发电效率、体积功率密度、可启停次数及启动速度 等指标上显著提升，并与国内外多家头部企业达成意向合作，为规模化商用奠定基础。 ...

南财智讯1月21日电，潍柴动力在投资者关系活动中表示，公司在SOFC领域持续深耕，已掌握电池、电 堆、系统、电站的核心技术，并推出新一代大功率金属支撑商业化产品，在发电效率、体积功率密度、 可启停次数及启动速度等方面均有显著提升，凭借性能优势已与国内外多家头部企业达成意向合作，为 规模化商用奠定基础。 ...

Core Viewpoint - Weichai Power is focusing on the SOFC (Solid Oxide Fuel Cell) sector, having signed a technology licensing agreement with Xilius in November 2025, which allows the company to master core technologies related to batteries, stacks, systems, and power stations [1] Group 1 - The company is concentrating on key scenarios such as AI data centers and industrial parks, launching a new generation of high-power metal-supported commercial products [1] - Significant improvements have been made in power generation efficiency, volume power density, start-stop cycles, and startup speed [1] - The company has established intention to cooperate with several leading domestic and international enterprises, laying the foundation for large-scale commercialization [1]

Core Viewpoint - Weichai Power has been deeply engaged in the SOFC (Solid Oxide Fuel Cell) field and has signed a technology licensing agreement with Xilius for battery stack technology, fully mastering core technologies related to batteries, stacks, systems, and power stations [1] Group 1 - The company has launched a new generation of high-power metal-supported commercial products, significantly improving power generation efficiency, volume power density, start-stop cycles, and startup speed [1] - Weichai Power has established intention to cooperate with several leading domestic and international enterprises, laying the foundation for large-scale commercialization [1]

Core Viewpoint - The collaboration between Weichai Power and Xilius marks a significant advancement in China's solid oxide fuel cell (SOFC) industry, enabling a complete technological chain from battery to power station, thus breaking overseas technological barriers [1] Group 1: Energy Transition and SOFC Advantages - SOFC is recognized as a highly efficient power generation device, achieving over 90% overall efficiency and fuel flexibility, making it a key player in the global energy transition [2] - The rapid growth of the SOFC industry is driven by two main factors: the explosive growth of AI technology leading to increased energy demands in data centers, and supportive policies such as the U.S. Inflation Reduction Act providing significant tax credits for fuel cells [3][4] Group 2: Weichai Power's Strategic Development - Weichai Power has established a leading position in the domestic SOFC industry through a closed-loop model of "forward-looking layout - technological breakthroughs - commercial validation," showcasing a clear progression from technology introduction to full-chain integration [6] - The company has developed differentiated competitive capabilities in the SOFC field, launching several benchmark products, including the world's first high-power metal-supported commercial SOFC product with a record efficiency of 92.55% [7] - Weichai Power is focusing on core applications such as AI data centers and industrial parks, with plans to introduce next-generation high-power products that significantly enhance performance metrics [9] Group 3: Market Dynamics and Future Outlook - The SOFC industry is at a critical juncture, transitioning from technology validation to commercial explosion, with Weichai Power poised to leverage its comprehensive technological capabilities for global competition [9][10] - The promotion of "scenario-based demonstration" models is essential for overcoming initial trust issues in SOFC commercialization, allowing for rapid replication in various applications once stability is proven [8]