Tianfeng Securities published a post-research update on Yunyi Electric, detailing its competitive advantages in solid oxide fuel cell (SOFC) technology and its channel collaboration with SuperX AI for distributed AI data center solutions.
Tianfeng remains bullish on Yunyi Electric, viewing the core auto parts business as providing valuation support while SOFC offers a high-growth option, with a 100MW order potentially doubling the company's value.
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