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英国央行下调了今年的通胀预期,预计基础增长将略快于四月份的预测。
2026-06-18
英国央行下调了今年的通胀预期,预计基础增长将略快于四月份的预测。
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2026-06-18
美国副总统万斯将于美东时间上午11点(北京时间晚上11点)举行新闻简报会。
美国副总统万斯将于美东时间上午11点(北京时间晚上11点)举行新闻简报会。
2026-06-18
China International Capital Co said Bloom Energy and Nebius agreed in May 2026 to deploy 328 MW of SOFC capacity, with maximum service fees over the cooperation period of $2.6 bln. Bloom Energy’s annual capacity reached 1 GW by end-2025 and the company plans to expand to 2 GW by end-2026 to match AI data-center demand. CICC flagged SOFC systems as a potential new supply option for data centers and highlighted supply-chain implications: suppliers already integrated with Bloom Energy and other lea
China International Capital Co said Bloom Energy and Nebius agreed in May 2026 to deploy 328 MW of SOFC capacity, with maximum service fees over the cooperation period of $2.6 bln. Bloom Energy’s annual capacity reached 1 GW by end-2025 and the company plans to expand to 2 GW by end-2026 to match AI data-center demand. CICC flagged SOFC systems as a potential new supply option for data centers and highlighted supply-chain implications: suppliers already integrated with Bloom Energy and other leading OEMs (diaphragms, magnetic components, cell-connection assemblies, temperature sensors) are candidates for upside; high-tech, low-localization BOP segments remain potential bottlenecks — in a 250 kW SOFC BOP example, heat-recovery system cost share rises from 17% to 23% as annual output scales from 100 to 10,000 units, with heat exchangers (requiring gas tightness and thermal-cycle durability) as core components. High-power burners and high-end air blowers (eg, magnetic-levitation) remain largely imported and require domestic technological breakthroughs.
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