[Overseas power supply projects continue to advance, investment opportunities in the fuel cell industry chain attract attention] On October 21, the construction of AI data centers accelerated, and power supply and equipment delivery capabilities became important factors affecting the project's commissioning. With the advancement of large-scale overseas power supply projects, the application prospects of solid oxide fuel cells (SOFC) and the investment value of domestic supporting companies have attracted attention. Analysts believe that SOFC has the advantages of modular deployment and short delivery cycle, and is expected to meet the new power supply needs of data centers. Order delivery, revenue growth and profit contribution will become an important basis for observing the investment value of the industry chain. (China Securities Journal)