According to a research report from Tianfeng Securities, there is a bullish outlook on manufacturers specializing in SOFC (Solid Oxide Fuel Cell) systems. SOFC boasts several key strengths, including swift delivery times, eco-friendliness, prefabricated components, and seamless integration with 800V DC systems. Bloom Energy has expanded its factory capacity, signaling an anticipated upward revision in shipment volumes. In the medium to long term, SOFC is poised for a significant and clear cost reduction trajectory, positioning it as a potential successor to gas turbines. The market potential for SOFC could surpass current expectations.
