异动解读｜德昌电机控股盘中上涨6.98%，SOFC业务催化及机器人概念共振

行情直击05-22

5月22日，德昌电机控股盘中上涨6.98%，报28.8港元/股，成交额4622.95万港元，延续前一交易日强势表现。

消息面上，国泰海通研报指出，在全球AIDC电力供应紧张背景下，SOFC响应较快的特性正获认可，渗透率有望持续提升。德昌电机控股通过整合收购粉末冶金公司Stackpole，已在SOFC连接件市场深入布局并配套头部厂商。东方证券亦认为，伴随AIDC电力短缺加剧，SOFC规模化应用有望迎来奇点。此外，人形机器人概念持续走强亦对公司股价形成支撑。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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