Movement Alert｜JOHNSON ELEC H Rises 6.01% in Regular Trading, SOFC Data Center Power Supply Theme Continues to Drive Momentum

Market Focus07-31

On July 31, JOHNSON ELEC H rose 6.01% in regular trading, trading at 18.29 HKD/share, with turnover of approximately 25.68 million HKD.

On the news front, multiple institutions have recently issued research reports expressing bullish views on SOFC applications in AI data center power supply. Guotai Haitong estimates that global data center incremental power demand will reach 66GW by 2030, with total market size ranging between $50 billion and $200 billion. SOFC is positioned as the mainstream fuel cell technology for AI data centers due to its short delivery cycle and modular scalability advantages, with the brokerage explicitly recommending JOHNSON ELEC H. China Merchants Securities also noted that the North American AI data center power supply bottleneck is evolving from a long-term concern into a near-term constraint, with SOFC expected to accelerate large-scale commercialization.

The company possesses powder metallurgy technology capabilities applicable to SOFC components and has embedded itself in the NVIDIA Blackwell liquid cooling ecosystem. Management previously indicated that AI infrastructure business is scaling faster than humanoid robotics.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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