Lates News

The research report of Zhongjin Company pointed out that in May 2026, Bloom Energy and Nebius reached a cooperation agreement with a corresponding system installed capacity of 328MW and the highest service fee reaching 2.6 billion US dollars during the cooperation period. By the end of 2025, BE's annual production capacity had reached 1GW. The company plans to achieve a production target of 2GW by the end of 2026 to match the explosive demand brought by AI data centers. SOFC fuel cell systems may become a new solution for data center power supply. Equipment and component end suggestions: 1. Focus on the links that have already entered top host manufacturers like BE, including membrane sheets, magnetic devices, battery cell connection components, temperature sensors, etc.; 2. In the context of significant cost reduction in the scale of SOFC, focus on the links with low localization rates and high technological barriers, with a 250 KW SOFC BOP as an example, when the annual production capacity increases from 100 units to 10,000 units, the cost of the heat recovery system increases from 17% to 23%, among which the core component is the heat exchanger, which has higher requirements for gas tightness and heat resistance cycling. High-end equipment still relies on overseas sources; additionally, high-power products like burners and high-end air blowers (such as magnetic levitation) still rely mainly on imported core technology and await breakthroughs.