US SOFC leading stocks soared over 500%, list of A-share beneficiary stocks announced

Before July this year, the leading SOFC stock in the US, Bloom Energy, had a flat performance in the stock price, but quickly rose after announcing data center agreements with American Electric Power Company, Brookfield Asset Management, Equinix, and others. According to Securities Times Data, as of November 7th local time, Bloom Energy's stock price closed at $135.21 per share, with a total market value of $32 billion and a cumulative increase of 508.78% this year. The latest research report from Guohai Securities shows that SOFC fuel cells are composed of electrodes, electrolytes, and connectors. According to Bloom Energy's patents, its connector solution uses 95% pure chromium + 5% pure iron, manufactured with powder metallurgy technology, with a significant amount of chromium used. SOFC is catalyzed by the demand for AI power and is gradually increasing in volume to welcome the boom cycle. According to Securities Times Data, there are currently 14 stocks related to the SOFC industry in the A-share market. For example, Bing Lun Environment, the company stated on the investor interaction platform that it has been cooperating with the research team of Xi'an Jiaotong University for several years on the "key technology research and application project of solid oxide fuel cell power generation system for distributed energy," and has developed sealing materials and sealing solutions for tubular SOFC stacks.