{"data":{"article":{"C_TYPE":"0","ALL_WATCH_NUM":5378661,"server_time":1776350091553,"C_AUTH_LEVEL":"2","N_WATCH_NUM":5375,"ipLocation":"北京","contentRatio":0.00,"ASSESS":"0","cost_integral":0,"previewContent":"","MOMENTS_NUM":5639,"C_NICKNAME":"小鑫","C_IS_RELEASE":"1","default_title_img":false,"commentSet":0,"ARTICLES_NUM":349,"C_TITLE_IMG":"https://file.wogoo.com/app/article/20260415/eaa8d272f8574e1c9c0659eeb3155040.jpg","ARTICLE_ID":"a62828a345ab404cbcc551829164f4a1","cost_fengyunbei":0.00,"C_TITLE":"一图看懂 | SOFC概念股","RELATION":"-1","C_CONTENT":"<div> \n <p style=\"text-align: justify; word-break: break-all; text-indent: 0px;\">周一，美国燃料电池公司Bloom Energy宣布，其与甲骨文扩大合作，后者将采购2.8GW的燃料电池系统，以为其数据中心供电。</p> \n <p style=\"text-align: justify; word-break: break-all; text-indent: 0px;\">截至目前，双方已就首批1.2GW的电力签订合同，将于今年和2027年分别投入使用，其发电量足以同时为大约75万个美国家庭供电。受此消息影响，盘后Bloom Energy股价大涨超15%。</p> \n <p style=\"text-align: justify; word-break: break-all; text-indent: 0px;\">资料显示，Bloom Energy的核心技术路线为模块化固体氧化物燃料电池（SOFC）。其本质上并非储能电池，而是一种全固态的能量转换装置。在600至1000度的高温环境下，氧分子在阴极获得电子转化为氧离子，与持续供给的燃料（天然气或氢气）发生电化学反应，从而在不经过燃烧和机械做功的情况下直接输出电流。</p> \n <p style=\"word-break: break-all; text-indent: 0px;\">电网扩容需5-7年，燃气轮机订单已排至2029年，而SOFC从签约到供电仅需55天。当AI竞争从芯片算力延伸至能源基础设施，电力获取能力正成为新的胜负手。<br><br><img style=\"display: block; margin-left: auto; margin-right: auto;\" src=\"https://file.wogoo.com/app/article/20260415/f2faf9488c9a4fd0bd34786970da3a11.png\" alt=\"\"></p> \n</div>","notSeeState":0,"C_UID":"97f240b8b13241d495ffc4f89dc48fe3","forwardSet":0,"costAmount":0.00,"C_INTRODUCE":"SOFC（固体氧化物燃料电池）从签约到供电仅需55天。","N_LIKE_NUM":12,"is_free":0,"charge_state":true,"T_RELEASE_TM":"2026-04-15 17:51:20","C_TITLEIMG_TYPE":"0","C_IMG":"https://file.wogoo.com/app/userImg/20230404/032fc8f2ccb5425aa950354b1c14980e.jpeg","lastUpdateTime":"2026-04-15T17:53:54.000+0800","who":"1"}},"resultState":true,"resultCode":"00","resultMsg":"查询成功！"}