Tianfeng Securities: SOFC Advantages Strengthened Further, Growth Ceiling May Be Undervalued

36Kr reports that Tianfeng Securities research notes bullish sentiment toward SOFC (solid oxide fuel cell) OEMs. The advantages of SOFC—short lead times, clean and eco-friendly operation, prefabrication, and compatibility with 800V DC—are further reinforced. Bloom Energy has added production capacity reserves, with expected shipments likely to be revised upward. In the medium-to-long term, the cost-reduction path for SOFC is clear with significant room for savings; it is poised to replace gas turbines in the future, with a growth ceiling potentially higher than market expectations.