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According to a research report released by Sinolink Securities, the solid oxide fuel cell (SOFC) sector has now transitioned into a phase of large-scale commercialization. The burgeoning AI data center market offers a well-defined growth trajectory for the entire industry chain, showcasing its capacity to achieve tangible results. Consequently, the report expresses a positive outlook on the future development of the SOFC industry chain, highlighting two primary investment avenues: firstly, the core supply chain associated with Bloom Energy; secondly, leading domestic companies that possess independent system integration capabilities, have progressed to the demonstration verification or small-scale mass production phase, and are actively venturing into the AI data center arena.
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