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潍柴动力:已全面布局氢燃料基础材料、发动机全产业链、多层级氢燃料电池技术规划,相关产品已批量投放市场
Mei Ri Jing Ji Xin Wen· 2025-11-17 01:16
每经AI快讯,有投资者在投资者互动平台提问:第一,请问贵公司新兴产业和未来产业整体的布局和 规划。第二,贵公司在氢能、AIDC是否已经有相关业务,目前进展情况? (文章来源:每日经济新闻) 潍柴动力(000338.SZ)11月17日在投资者互动平台表示,公司将继续发展壮大新能源、高端农业装 备、发电等战新业务。在氢燃料电池方面,公司不断加快氢燃料电池技术推广,已全面布局基础材料、 关键组件、电堆、发动机全产业链、多层级氢燃料电池技术规划,相关产品已批量投放市场。在数据中 心方面,公司大缸径发动机和SOFC产品可广泛应用于数据中心等细分市场。 ...
壹石通:金属铬价格的波动对公司SOFC产品成本影响偏小
Core Viewpoint - The company is responding to heightened investor interest in its Solid Oxide Fuel Cell (SOFC) project by organizing a specialized communication meeting with analysts on November 11, 2025 [1] Group 1: Project Development - The company initiated the SOFC project in 2020 and has established a dedicated R&D team focused on the development of solid oxide battery technology [1] - Research and development efforts are concentrated on key areas of the supply chain, including critical powder materials, single cells, stacks, and systems, which have been ongoing for five years [1] Group 2: Supply Chain and Cost Management - As of now, the company has achieved self-sufficiency in core segments of the SOFC supply chain, including key powder materials, single cells, stacks, and critical components [1] - This self-sufficiency is expected to lower production costs and ensure stable quality, laying a solid foundation for gradual industrialization [1] Group 3: Competitive Advantage - The company's SOFC product architecture differs from competitors by utilizing conventional stainless steel for the main connecting materials, significantly reducing the amount of chromium used [1] - Consequently, fluctuations in the price of metallic chromium have a minimal impact on the cost of the company's SOFC products [1]