中泰证券（600918）在研报中表示，电梯行业受地产不景气拖累，加装和更新改造带来增长点。电梯行 业集中度较高，部分具有质量、工艺技术、供货速度等优势的电梯部件制造企业获得了下游电梯制造商 青睐，与下游客户保持着稳定的合作关系。同力日升电梯部件产品种类齐全，满足整梯企业"一站式、 多样化"采购需求，与整梯大客户合作密切，公司电梯业务有望稳定发展。 保持电梯业务良好发展势头的同时，同力日升还发力新能源业务。4月8日晚间，同力日升发布公告称， 经财务部门初步测算，预计公司2025年1月至3月归属于上市公司股东的净利润为5786.66万元到6613.33 万元，较去年同期增长40%至60%。 对于1月至3月经营业绩增长的主要原因，公司表示，2025年一季度公司新能源电站开发建设项目持续推 进，部分新能源电站项目启动对外转让；同时，2024年四季度多个集中式风电项目和网侧独立储能电站 项目陆续并网，2025年一季度电站发电收益有所增加，新能源业务业绩持续增长。 4月15日证券时报记者从相关部门获悉，江苏此前获批超8亿元超长期特别国债资金，支持全省约5600部 老旧电梯更新。江苏昆山今年将借力国债完成超2000台电梯升 ...

Core Viewpoint - Jiangsu Tongli Rising Machinery Co., Ltd. expects a net profit attributable to shareholders for Q1 2025 to increase by 40% to 60% year-on-year [2][3]. Group 1: Financial Performance - The estimated net profit for Q1 2025 is projected to be between 57.87 million yuan and 66.13 million yuan, reflecting a growth of 40% to 60% compared to the same period last year [3]. Group 2: Reasons for Performance Growth - The growth in performance for Q1 2025 is primarily attributed to the ongoing development and construction of new energy power station projects, along with the initiation of external transfers for some projects. Additionally, several centralized wind power projects and independent energy storage projects connected to the grid in Q4 2024 have contributed to increased power generation revenue in Q1 2025, leading to sustained growth in the new energy business [4].

证券代码：605286 证券简称：同力日升 公告编号：2025-006 江苏同力日升机械股份有限公司 2025 年 1-3 月主要经营数据公告 2025 年一季度公司新能源电站开发建设项目持续推进，部分新能源电站项目 启动对外转让；同时，2024 年四季度多个集中式风电项目和网侧独立储能电站 项目陆续并网，2025 年一季度电站发电收益有所增加，新能源业务业绩持续增 长。 三、风险提示 公司本次经营业绩预计数据系公司基于自身专业判断进行的初步测算，未经 注册会计师审计，具体准确的财务数据以公司后续披露的 2025 年第一季度报告 为准，敬请广大投资者注意投资风险。 截至本公告日，公司未发现可能对本次经营业绩预计内容产生重大影响的其 他不确定因素。 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、准确性和完整性依法承担法律责任。 重要内容提示： 江苏同力日升机械股份有限公司（以下简称"公司"）预计 2025 年 1-3 月归属于上市公司股东的净利润同比增长 40%~60%。 一、2025 年 1-3 月主要经营数据 经财务部门初步测算，预计公司 2025 年 ...

Group 1 - The company announced the retirement of Vice General Manager Li Guofang due to reaching retirement age, stating that his departure will not affect the company's normal operations and management [1] - The board expressed gratitude for Li Guofang's contributions during his tenure [1] Group 2 - The company provided a guarantee for its wholly-owned subsidiary, Qihong Weichang, which is engaged in financing leasing business, with a total guarantee amount of RMB 74.58 million [2][4] - The financing lease involves a total principal of RMB 200 million for a 7-year term, with the leased asset being a 4-hour lithium iron phosphate battery system [4] - The company has a total external guarantee amount of RMB 630.51 million, which accounts for 34.92% of the latest audited net assets attributable to the parent company's shareholders [10]

证券代码：605286 证券简称：同力日升 公告编号：2025-004 江苏同力日升机械股份有限公司 关于控股子公司之下属全资子公司开展融资租赁业务 暨为其提供担保的进展公告 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: 被担保人名称：启鸿围场满族蒙古族自治县新能源科技有限公司（以下 简称"启鸿围场"），启鸿围场为公司控股子公司北京天启鸿源新能源科技有限 公司（以下简称"天启鸿源"）之全资子公司。 本次担保金额及已实际为其提供的担保余额：天启鸿源为启鸿围场融资 租赁业务项下的全部债务提供质押担保，将其持有的启鸿围场 33%的股权（即出 资额人民币 74,580,000.00 元）出质给中银金融租赁有限公司（以下简称"中银 金租"），作为启鸿围场融资租赁业务的担保。因此，本次提供担保额度为人民 币 7,458 万元。截至本披露日，除本次担保外，公司及公司控股子公司实际为启 鸿围场提供的担保余额为 15,783 万元。 一、担保情况概述 （一）本次融资租赁业务及担保事项的基本情况 是否有反担保：无 对外担保逾期的 ...

证券代码：605286 证券简称：同力日升 公告编号：2025-005 江苏同力日升机械股份有限公司（以下简称"公司"）于近日收到公司副总 经理李国方先生的辞职信。李国方先生因已到退休年龄，将不再担任公司副总经 理职务，离职后不再担任公司任何职务，其离职不会对公司的正常运作及经营管 理产生影响。李国方先生的辞职信自送达公司董事会时生效。 李国方先生在担任公司副总经理期间恪尽职守、勤勉尽责，为公司的经营发 展做出了积极贡献，公司董事会对李国方先生做出的贡献表示衷心的感谢！ 特此公告。 江苏同力日升机械股份有限公司董事会 2025 年 4 月 2 日 江苏同力日升机械股份有限公司 关于副总经理退休离职的公告 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。 ...

江苏同力日升机械股份有限公司 关于控股子公司之下属全资子公司开展融资租赁业务 的公告 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: 江苏同力日升机械股份有限公司（以下简称"公司"）控股子公司北京 天启鸿源新能源科技有限公司（以下简称"天启鸿源"）之全资子公司启鸿围场 满族蒙古族自治县新能源科技有限公司（以下简称"启鸿围场"）拟与中银金融 租赁有限公司（以下简称"中银金租"）办理融资租赁业务，租赁物为天启鸿源 围场储能电站项目项下的 4h 磷酸铁锂电池系统设备，租赁本金为 20,000 万元， 租赁期限为 7 年。 证券代码：605286 证券简称：同力日升 公告编号：2025-003 上述融资租赁业务未构成关联交易，不构成《上市公司重大资产重组管 理办法》规定的重大资产重组。 上述事项已经公司第三届董事会第三次临时会议审议通过，无需提交股 东大会审议。 一、本次融资租赁概述 （一）本次交易的基本情况 为满足生产经营发展需要，启鸿围场拟与中银金租开展融资租赁业务，租赁 物为天启鸿源围场储能电站项目项下的 4h ...

Summary of Conference Call on Tongli Risheng's Strategic Collaboration with Qingyang Government Company and Industry - **Company**: Tongli Risheng - **Industry**: Energy Storage and Data Center Management Key Points and Arguments - **Strategic Framework Agreement**: Tongli Risheng signed a strategic framework agreement with the Qingyang government to establish a 2GWh production capacity in Huachi County and a 1GWh energy storage station in Xifeng District aimed at reducing electricity costs and meeting local energy consumption requirements [3][3][3] - **Collaboration with China Mobile**: The 1GWh storage capacity is based on the operational demand of 50,000 computing units, primarily in collaboration with China Mobile and its subsidiaries to provide reliable and economical power supply for data centers [3][5] - **Cost Reduction and Reliability**: The proposed wind-solar-storage direct supply solution aims to replace traditional diesel generators, increasing the green energy ratio and significantly lowering electricity costs while ensuring 24/7 operation [3][6] - **Energy Efficiency**: The storage system can effectively replace part of the high-capacity diesel generators, enhancing energy utilization efficiency and reducing initial investment [3][7] - **Supply Reliability Calculations**: Detailed calculations are necessary to ensure supply reliability and fault rates, with a target reliability of 99.99% for data center power supply [3][8] - **Green Power Direct Supply**: The focus is on the reliability of supply at exchange points and the proportion of green energy, with ongoing discussions about replacing diesel generators with integrated wind-solar-storage solutions [3][9] - **Technological Advantage**: The company’s core advantage lies in calculating system unreliability through fault rates, which is a significant barrier in the industry [3][10] - **Projected Production Timeline**: The new lithium iron phosphate storage station is expected to be operational in Q3 or Q4 of the current year, with economic benefits to be evaluated post-verification of demonstration projects [3][11] - **Economic Benefits of Storage Stations**: A 1GWh storage station can participate in local electricity market transactions, with a payback period of approximately four years in Jinan and six to seven years in Shandong [3][12] - **Future Expansion Plans**: The current 1GWh storage station is primarily for backup power, with potential future expansions into frequency regulation and integration into the overall grid load storage plan [3][13] - **Investment Requirements**: The investment for a planned GWh-level storage project is estimated to be close to 1 billion RMB [3][14] - **Market Considerations in Qingyang**: The local electricity market is still developing, and the company aims to establish a presence while observing market trends, with expectations of favorable returns due to government support [3][15] Other Important but Possibly Overlooked Content - **Market Potential in Qingyang**: As one of the eight major computing power centers, Qingyang's electricity market is viewed as having significant potential, especially with the support of local government initiatives [3][12][15]

Summary of Conference Call Company/Industry Involved - The discussion revolves around the energy storage industry, particularly focusing on the integration of renewable energy sources and the impact of new policies on energy storage systems. Core Points and Arguments 1. **Market Dynamics and Policy Changes** The introduction of market-driven pricing for energy storage systems is expected to phase out less capable system integrators who lack core technological competencies. This shift will lead to a more competitive environment based on supply and demand rather than fixed pricing mechanisms [1][2][4]. 2. **Technological Advancements** The company emphasizes its confidence in leveraging its technological advancements in energy storage system integration and trading models based on big data. This positions the company to achieve differentiated returns compared to competitors in the new market environment [2][6]. 3. **Impact of New Policies** The new policies are seen as a significant signal that energy storage must operate in a market-oriented manner, allowing for more strategic decisions on when to deploy storage systems. This is expected to enhance the operational efficiency and lifespan of energy storage systems [4][5]. 4. **Challenges in Market Implementation** Despite the positive outlook, there are concerns regarding the overall maturity and progress of the electricity market. Currently, only two provinces, Shandong and Shanxi, have established long-term market trading rules, indicating that widespread improvements may take time [5][6]. 5. **Quality vs. Cost in Energy Storage** The phenomenon of "bad money driving out good" is noted, where low-cost bids compromise the quality and reliability of energy storage systems. The new policies aim to address these issues by promoting a focus on quality and safety in system integration [3][4][7]. 6. **Future Projects and Developments** The company is actively working on several projects, including a significant green energy aggregation platform that combines wind, solar, and independent storage systems. This initiative aims to participate in the new market for energy trading post-policy implementation [8][9]. 7. **Revenue Models and Stability** The long-term profitability of energy storage and renewable energy sources hinges on establishing stable and high-quality revenue models. The company believes that securing long-term contracts will mitigate risks associated with fluctuating market prices [10][11]. Other Important but Possibly Overlooked Content - The discussion highlights the importance of data collection and safety in energy storage systems, indicating that cost-cutting measures could lead to significant safety risks [7]. - The call concludes with an invitation for investor questions, indicating an open line of communication for stakeholder engagement [12].

Core Viewpoint - The successful grid connection of the 100MW wind power project in Tianjin marks a significant breakthrough for the company in the renewable energy market, enhancing its market position and expanding its business footprint in the Beijing-Tianjin-Hebei region [1] Group 1: Project Details - The Tianjin Mingyuan Jiawang 100MW wind power project is the company's first wind power project in Tianjin, which was successfully connected to the grid on January 16, 2025 [1] - The project includes 100MW of wind power generation and a 15MW/30MWh energy storage system, expected to provide approximately 250 million kWh of clean electricity annually [1] - The project will also offer various auxiliary services to the grid, improving the region's capacity for renewable energy consumption [1] Group 2: Environmental Impact - The project utilizes local wind resources without consuming conventional energy, resulting in no pollution and significant energy and environmental benefits [2] - It is projected to reduce coal consumption by 100,000 tons, carbon dioxide emissions by 249,250 tons, sulfur dioxide emissions by 7,500 tons, and nitrogen oxide emissions by 3,750 tons annually [2] Group 3: Government Relations and Future Plans - The company has established a good relationship with the Tianjin government, which has facilitated the successful implementation of the project and set a solid foundation for future projects [2] - A cooperation agreement was signed with the Tianjin Jinghai District government to invest 2.2 billion yuan in a storage equipment manufacturing and R&D center project [2] - The planned facility will have an annual production capacity of 4GWh and will revitalize underutilized land for a shared energy storage station with a capacity of 720MW/1440MWh [2] Group 4: Additional Projects - The company successfully connected the 355MW/920MWh shared energy storage project in Chengde, Hebei, to the grid on November 30, 2024, establishing a capacity leasing business model [3] - The 300MW wind-storage-hydrogen integrated project in Chengde also successfully connected to the grid on December 30, 2024, expected to provide approximately 932 million kWh of clean electricity annually [3]