The Tianfeng Securities Research Report believes that due to the power supply construction cycle and power grid transmission capacity limitations, the shortage of electricity in the US has brought new opportunities for SOFC development. The load on the data center fluctuates greatly, and the requirements for power supply reliability are extremely high. SOFC's low redundancy configuration and power tracking advantages make it more suited to data center requirements. SOFCLCOE is close to gas power generation, and we believe that the cost advantages of reducing costs on a larger scale are expected to be further reflected. Global SOFC has entered a phase of accelerated production expansion.

The Tianfeng Securities Research Report believes that due to the power supply construction cycle and power grid transmission capacity limitations, the shortage of electricity in the US has brought new opportunities for SOFC development. The load on the data center fluctuates greatly, and the requirements for power supply reliability are extremely high. SOFC's low redundancy configuration and power tracking advantages make it more suited to data center requirements. SOFCLCOE is close to gas power generation, and we believe that the cost advantages of reducing costs on a larger scale are expected to be further reflected. Global SOFC has entered a phase of accelerated production expansion.