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国金证券:我国SOFC产业商业化曙光开始显现

Sinolink: The dawn of commercialization for China's SOFC industry is starting to become apparent.

Breakings ·  08:57

Sinolink's Research Reports indicate that Solid Oxide Fuel Cells (SOFC) have high energy conversion efficiency, broad fuel adaptability, and reversible reactions, making them an indispensable part of future energy systems. Solid oxide fuel cells are high-temperature all-solid-state devices that combine the functions of Solid Oxide Fuel Cells (SOFC) and Solid Oxide Electrolyzers (SOEC), capable of converting the chemical energy of fuels such as hydrogen, Henry Hub Natural Gas, and other hydrocarbons into electrical energy. They can also store renewable energy sources like CECEP Solar Energy and Wind Energy as hydrogen fuel. Among electrochemical energy conversion and storage technologies, SOFCs are the cleanest and most efficient, possessing unique platform dual-function characteristics. Under the trend of distributed energy applications, SOFCs, with higher energy conversion efficiency and a wider range of fuel options, have a broad application prospect in scenarios such as combined cooling, heating, and power in Datacenters, Ship power supplies, and gasification power generation. The USA, Europe, Japan, and other countries have basically achieved the commercial running of SOFCs, while China's SOFC industry is in the transition phase from industrial demonstration to commercial application, and the dawn of commercialization is beginning to show. Enterprises with the capability to produce SOFC raw materials, single-cell production capability, or design and development technology for complete SOFC systems have the greatest development potential.

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