2020-2025年1-8月中国电工仪器仪表产量统计图 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 上市企业：威胜信息（688100）,林洋能源（601222）,三星医疗（601567）,海兴电力（603556）,许继电 气（000400）,平高电气（600312）,国电南自（600268）,*ST华仪（600290）,东方电子（000682）,科陆 电子（002121） 相关报告：智研咨询发布的《2025-2031年中国仪器仪表市场供需预测及未来发展趋势报告》 根据国家统计局数据显示：2025年8月中国电工仪器仪表产量为2177万台，同比下降12.2%；2025年1-8 月中国电工仪器仪表累计产量为17888.6万台，累计下降8.2%。 ...

融资方面，林洋能源当日融资买入1928.34万元。当前融资余额5.79亿元，占流通市值的4.53%，融资余 额低于近一年10%分位水平，处于低位。 融券方面，林洋能源10月15日融券偿还1.60万股，融券卖出5.87万股，按当日收盘价计算，卖出金额 36.45万元；融券余量29.43万股，融券余额182.76万元，超过近一年60%分位水平，处于较高位。 10月15日，林洋能源涨1.64%，成交额1.65亿元。两融数据显示，当日林洋能源获融资买入额1928.34万 元，融资偿还1494.18万元，融资净买入434.16万元。截至10月15日，林洋能源融资融券余额合计5.81亿 元。 资料显示，江苏林洋能源股份有限公司位于江苏省启东经济技术开发区林洋路666号，成立日期1995年 11月6日，上市日期2011年8月8日，公司主营业务涉及从事智能电网、新能源、储能。主营业务收入构 成为：电能表、系统类产品及配件57.52%，发电业务16.10%，其他产品10.89%，储能业务8.35%，智维 服务3.80%，电站销售3.34%。 截至6月30日，林洋能源股东户数7.89万，较上期增加3.16%；人均流通股26108 ...

Core Insights - Chinese energy storage companies are experiencing a surge in international contracts, marking a significant breakthrough in global markets [2] - Major players like Trina Storage, Hicharge, and others are securing large-scale orders ranging from hundreds of MWh to several GWh, indicating strong product capabilities and delivery performance [2] Group 1: Trina Storage - Trina Storage signed a strategic cooperation agreement with Japan's Tohoku Electric Power, committing to supply 500 MWh of large-scale storage systems starting in 2025 [3] - The company is also developing a 500 MW/2000 MWh battery storage project in Victoria, Australia, with an investment of approximately 2.18 billion RMB, expected to be completed by the end of 2027 [3] - Trina Storage has secured contracts totaling 2.48 GWh for energy storage products across China, Latin America, and the Asia-Pacific region [3][4] Group 2: Hicharge - Hicharge has signed a supply agreement for 2 GWh of storage systems with Solarpro, a leading European solar EPC [5] - The company is also collaborating with FRV to deploy a 500 MWh storage system in Victoria, Australia, which includes long-term service support [5] - A partnership with BOS Power aims to deploy 3 GWh of storage systems in Denmark, Sweden, Finland, and Norway by 2027 [6] Group 3: EVE Energy - EVE Energy has reached a strategic cooperation with TSL Assembly to deploy 1 GWh of storage systems in Central and Eastern Europe between 2026 and 2030 [7] - The company also signed a 500 MWh agreement with CommVOLT to enhance grid stability and renewable energy integration in the region [7] Group 4: Ruipu Lanjun - Ruipu Lanjun signed a supply agreement with Energy Vault for 3 GWh of storage systems to be delivered in 2026, focusing on markets in Australia, the US, and Europe [8][9] Group 5: Other Companies - Zhongqi New Energy received a 2 GWh order from ACME Solar Holdings for battery storage systems in India [10] - Jingkong Energy announced a 600 MWh project in Finland, marking a record for single supplier procurement in the local market [11] - Yuanxin Storage signed agreements for over 5 GWh of projects in Poland, showcasing its technical and product support capabilities [12] - Xixing Charging entered the Indian market with a nearly 1 GWh storage order [13] - Kubo Energy is set to collaborate with Paneco Group for approximately 2.5 GWh of storage systems in Europe [14] - Tianneng signed a strategic cooperation agreement for 2 GW of storage equipment in Africa [15][16] - Linyang Energy will provide 275 MWh of storage solutions for a project in Poland [17] Conclusion - The recent surge in international contracts signifies a comprehensive global market penetration by Chinese energy storage companies, evolving from simple product supply to collaborative development and full lifecycle services [17]

证券代码：601222 证券简称：林洋能源 公告编号：2025-59 江苏林洋能源股份有限公司 关于对外担保的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 担保对象及基本情况 | | 被担保人名称 | | "新加坡林洋"） | 新加坡林洋能源科技有限公司（以下简称 | | --- | --- | --- | --- | --- | | 担保对 | | | | | | | 本次担保金额 1,550 | | 万美元 | | | 象一 | 实际为其提供的担保余额 | 13,539 | 万元 | | | | 是否在前期预计额度内 是 | | □否 | □不适用：_________ | | | 本次担保是否有反担保 □是 | | 否 | □不适用：_________ | | 担保对 象二 | 被担保人名称 | | | 江苏林洋新能源科技有限公司（以下简称 | | | | | "林洋新能源"） | | | | 本次担保金额 | 11,200 | 万元 | | | | 实际为其提供的担保余额 0 元 | | ...

广发证券股份有限公司关于江苏林洋能源股份有限公司保荐总结报告书 广发证券股份有限公司 关于江苏林洋能源股份有限公司 保荐总结报告书 广发证券股份有限公司（以下简称"广发证券"或"保荐机构"）作为江苏 林洋能源股份有限公司（以下简称"林洋能源"或"公司"）的保荐机构，截至 本核查意见出具日，广发证券对林洋能源持续督导期限已届满，募集资金专项账 户已全部销户，保荐机构对其募集资金使用情况的持续督导义务已终结，根据《证 券发行上市保荐业务管理办法》《上海证券交易所上市公司自律监管指引第 11 号——持续督导》及《上海证券交易所股票上市规则（2025 年 4 月修订）》等 相关法律法规及规范性文件的规定，出具本保荐总结报告书。 | 情况 | 内容 | | --- | --- | | 上市公司名称 | 江苏林洋能源股份有限公司 | | 证券代码 | 601222 | | 注册地址 | 江苏省启东经济技术开发区林洋路 号 666 | | 法定代表人 | 尹彪 | | 董事会秘书 | 崔东旭 | | 联系电话 | 0513-83356525 | | 本次证券发行类型 | 向特定对象发行股票、向不特定对象发行可转 换公司债券 ...

Group 1 - The A-share market experienced a decline in the three major indices, while the photovoltaic sector showed resilience with the Photovoltaic 50 ETF (516880) rising by 0.38% despite the overall market trend [1] - Key stocks in the Photovoltaic 50 ETF, including LONGi Green Energy, Sungrow Power Supply, and TCL Technology, saw significant gains, with some stocks rising over 3% [1] - The Hainan Provincial Development and Reform Commission announced a plan to promote integrated photovoltaic construction in public institutions, aiming for a minimum installation ratio of 40% for government buildings and 50% for schools and hospitals by 2030, targeting a new installed capacity of 560 megawatts [1] Group 2 - Guojin Securities indicated that the photovoltaic industry chain has reached a price and profit bottom, with a significant recovery in product prices and an expansion of participants in the market [2] - The industry is expected to improve through a combination of top-level support, market-driven elimination, and technological iteration, leading to a sustained recovery in the industry chain's prosperity [2] - Policies related to capacity and product quality are anticipated to be implemented, further driving the recovery of the photovoltaic industry [2]

Group 1 - Multiple listed companies in A-shares have disclosed large orders since September, indicating a structural recovery in industry demand and vibrant core sectors [1][2] - Suzhou Ruima Precision Industrial Group announced a sales forecast of approximately 556 million yuan for air spring assemblies in a new energy vehicle project, marking a breakthrough in domestic precision manufacturing [1] - Jiangsu Linyang Energy won a bid for smart electric meters totaling 142 million yuan, which is 2.1% of its audited revenue for 2024, expected to positively impact its performance in 2025 and 2026 [1] Group 2 - Zhejiang Transportation Technology announced winning bids for highway construction projects totaling about 7.2 billion yuan, which aligns with its strategic business layout and could enhance its market competitiveness in the Yangtze River Delta [2] - Hubei Jing Shan Light Industry Machinery signed a procurement agreement worth approximately 1.005 billion yuan with a leading lithium battery company, representing 11.52% of its audited revenue for 2024, anticipated to positively affect future performance [2] - Recent large orders for listed companies are attributed to the implementation of relevant industrial policies and the upgrading of industries, driven by initiatives like "dual carbon" actions and the shift towards intelligent new energy vehicles [2]

Key Points - Huasoft Technology is currently producing and selling light initiator products in small batches based on customer orders [1] - Kaineng Health plans to establish a wholly-owned subsidiary in Hainan or Hunan provinces to engage in the cell industry and related mergers and acquisitions [1] - Linyang Energy has won a bid for a 142 million yuan project with the State Grid [1] - New Zhizhi Software intends to acquire 49% equity of Shenzhen Hengdao for 48.2356 million yuan [1] - Xindian Software plans to repurchase shares worth between 30 million to 50 million yuan [1] - Shanjin International has submitted an application for the issuance and listing of H-shares on the Hong Kong Stock Exchange [1] - Zhongwei Semiconductor has also submitted an application for H-share issuance and listing on the Hong Kong Stock Exchange [1] - Huadong Heavy Machinery's Wu Qingming Yu No. 6 and Tianchen Jinting No. 1 plan to reduce their holdings by no more than 1.5% [2] - Xinde New Materials' Shang Rong Baoying and its concerted parties plan to reduce their holdings by no more than 3% [2] - Huayi Pharmaceutical's shareholder Wang Xiaopeng plans to reduce his holdings by no more than 12.708 million shares [2] - International Industry plans to raise no more than 660 million yuan through a private placement to its controlling shareholder [2] - Ruima Precision has been awarded a project for automotive air suspension system products [2] - Wanhui High-tech expects a net profit increase of 69.81% to 109.77% for the first three quarters [2]

Key Points - Huatian Technology is planning to acquire semiconductor power device company Huayi Microelectronics, leading to a stock suspension starting September 25, 2025, with a transaction proposal expected within 10 trading days [1] - Shanghai Zhiyuan Hengyue plans to make a tender offer to acquire 37% of the shares of Shangwei New Materials at a price of 7.78 yuan per share, requiring a maximum total funding of 1.161 billion yuan [2] - Jingzhida has delivered its first high-speed testing machine to a key domestic customer, enhancing its competitive position in the semiconductor storage testing equipment market [2] - Changchuan Technology has reduced its total shareholding by 1.78% due to stock price fluctuations, with no significant changes in its business operations [3] - Heng Rui Pharmaceutical has signed a licensing agreement for its innovative drug SHR-A1811, potentially earning up to $1.093 billion in milestone payments [4] - Guoxin Technology's shareholders plan to collectively reduce their holdings by up to 4.5% due to fund exits [5] - Huasoft Technology's existing light-initiated agent products are expected to contribute less than 2% to its 2024 revenue [5] - Lin Yang Energy has won a procurement project from the State Grid worth approximately 142 million yuan, expected to positively impact its future performance [8] - Wanhui High-tech anticipates a net profit increase of 69.81%-109.77% year-on-year for the first three quarters of 2025, driven by improved sales strategies and reduced raw material costs [13]

Group 1 - Shanghai Zhiyuan Hengyue plans to acquire 37% of the shares of Shangwei New Materials at a price of 7.78 yuan per share, requiring a maximum total funding of 1.16 billion yuan [1] - The acquisition period is set for 30 calendar days, from September 29, 2025, to October 28, 2025 [1] - Zhiyuan Hengyue and Zhiyuan Xinchuan intend to acquire at least 63.62% and up to 66.99% of Shangwei New Materials' shares [2] Group 2 - Heng Rui Pharmaceutical has signed a licensing agreement for the innovative drug SHRA1811, receiving an upfront payment of 18 million dollars and is eligible for up to 1.093 billion dollars in milestone payments [3] - The agreement aims to expand the overseas market for SHRA1811 and enhance the company's innovative brand and overseas performance [3] Group 3 - Tian Shili's subsidiary has received approval for clinical trials of TSL2109 capsules, a dual-target small molecule inhibitor for advanced solid tumors, with no similar drugs currently in clinical trials [4] - The cumulative R&D investment in TSL2109 capsules by Jiangsu Diyi has reached 24.6251 million yuan [4] Group 4 - Wanhui High-tech expects a net profit of 340 million to 420 million yuan for the first three quarters, representing a year-on-year growth of 69.81% to 109.77% [5]