南财智讯12月19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，2025年11月与 希锂斯在电池电堆层面签订技术许可协议，全面掌握电池、电堆、系统、电站的核心技术。公司聚焦 AI数据中心、工业园区等核心场景，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显著提升，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。 ...

南财智讯12月18日电，潍柴动力在投资者关系活动中表示，公司已在SOFC领域持续深耕，2025年11月 与希锂斯签订电池电堆技术许可协议，全面掌握电池、电堆、系统及电站的核心技术。公司推出新一代 大功率金属支撑商业化产品，在发电效率、体积功率密度、可启停次数和启动速度方面显著提升，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 - 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]