現貨白銀日內漲超2.00%，現報71.42美元/盎司。

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.

HKEX filing: Juhui Food Technology Co., Ltd. has submitted a listing application.