Ceres Power

11 atoms · 跨 4 天 · 首见 2026-05-12 · 最近 2026-05-27

三色: 🟦 fact 4 · 🟥 take 7 · stance ▲6/▼3/◆0

来源: X 11

时态: fresh:10 · stale:1

标签: 好思考:5 · 好观点:4 · 好数字:1 · 好信源:1

叙事 (narrative) (1)

• 2026-05-21 · 技术优势
  Ceres has better tech (better than Bloom’s even) to take nothing away from FCEL; just objectively true.
  tags: 好观点 · → daily

预测 (forecast) (1)

• 2026-05-21 · 订单预期
  Predict they see orders this year.
  tags: 好观点 · → daily
  value: date=2026年

立场 (position) (1)

事实 (fact) (8)

• 2026-05-27 · 技术授权对象
  they've licensed out their tech to Doosan, Delta, Weichai, etc.
  tags: 好信源 · → daily
  value: qty=Doosan, Delta, Weichai
• 2026-05-22 · business model
  Ceres manufactures nothing itself. Instead, it licenses its technology to industrial partners and collects high-margin royalty streams. The model is asset-light, the balance sheet is debt-free
  tags: 好思考 · → daily
• 2026-05-22 · scandium exposure
  there is no scandium exposure because the technology relies on inexpensive stainless steel
  tags: 好思考 · → daily
• 2026-05-22 · technology efficiency vs Bloom
  The technology itself is theoretically even more efficient than Bloom’s
  tags: 好思考 · → daily
• 2026-05-22 · Bosch withdrawal impact
  Bosch’s withdrawal in early 2025, after investing more than €1 billion, demonstrated how vulnerable a pure licensing model can be.
  tags: 好思考 · → daily
• 2026-05-22 · material advantage
  Ceres has the most robust material profile by far: its metal-supported design places a thin ceramic layer on ordinary stainless steel, meaning no scandium, no exotic bottleneck
  tags: 好思考 · → daily
• 2026-05-12 · 当前股价
  Ceres now trades around 741 pence
  tags: 好数字 · → daily
  value: qty=741 pence · date=2026-05-12
• 2026-05-22 · commercialization status
  The model remains largely unproven. Very little has actually been shipped so far, and the only meaningful order came from a Doosan-affiliated party and was tiny.
  tags: 好观点 · → daily

时间轴 (近 20)

• 2026-05-27 · fact · 技术授权对象 · → daily
• 2026-05-27 · position · 股价高估 · → daily
• 2026-05-22 · fact · business model · → daily
• 2026-05-22 · fact · scandium exposure · → daily
• 2026-05-22 · fact · technology efficiency vs Bloom · → daily
• 2026-05-22 · fact · commercialization status · → daily
• 2026-05-22 · fact · Bosch withdrawal impact · → daily
• 2026-05-22 · fact · material advantage · → daily
• 2026-05-21 · narrative · 技术优势 · → daily
• 2026-05-21 · forecast · 订单预期 · → daily
• 2026-05-12 · fact · 当前股价 · → daily

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