| 《2025电力市场与数智化储能调研报告》 | 电力交易、技术融合、虚拟电厂与商业创新 | | --- | --- | | 出品方: [ ] 行家说储能 | 鸣谢: 以下参编单位的特别贡献(排名不分先后) | | UHES | O HTHIUM | | 调研止式启动,欢迎参编 | 扫码了解 | 近日，中车株洲所、 宁德时代、阳光电源、 远景能源相继发布了储能项目最新动态，整体规模超1GWh，除阳光电源外，其他三个项目均属于工商业储能。 ▋ 中车株洲所 ： 助力全国最大用户侧构网型储能项目并网 近日，由中车株洲所作为靖江特殊钢有限公司"风光储"绿色低碳能源介质供给项目设备总承包的120MW/240MWh构网型高压直挂储能系统项目正式并网。 中车株洲所用高铁品质 构网变流技术 与系统集成技术成功助力靖江特殊钢有限公司打造国内首个近零碳炼钢示范工厂，为钢铁行业智能化和绿色低碳转型提 供了有效样本。 据了解，中车株洲所自主开发的高压直挂储能系统通过H桥模块级联，在交流侧合成35kV电压。该技术省去变压器，缩短能量路径，系统电流更低，线路损 耗更小，系统循环效率轻松突破 92%，相较于常规低压储能，效率提升6%。同时 ...

证券代码：688001 证券简称：华兴源创 公告编号：2025-045 44,537.7843 万股，根据《公司法》《证券法》及《公司章程》有关规定，公司注册资本 变更为 44,537.7843 万元，总股本变更为 44,537.7843 万股。 表决结果：同意 7 票、反对 0 票、弃权 0 票 具体《公司章程》修订内容详见与本公告同日披露在上海证券交易所网站 （www.sse.com.cn）的《华兴源创：公司章程（2025.10）》。 一、董事会会议召开情况 苏州华兴源创科技股份有限公司（以下简称"公司"）第三届董事会第十五次会议 （以下简称"本次会议"）于 2025 年 10 月 23 日在公司会议室以现场方式召开。本次 会议由董事长陈文源先生主持，应出席董事 7 名，实际出席董事 7 名，公司董事会秘书 列席了本次会议。本次会议的召集、召开方式符合《中华人民共和国公司法》（以下简 称"《公司法》"）等法律法规及《苏州华兴源创科技股份有限公司章程》（以下简称"《公 司章程》"）的有关规定。 二、董事会会议审议情况 1、审议通过《关于变更公司注册资本、修订〈公司章程〉并办理工商变更登记的 议案》 公司向不 ...

截至发稿，华兴源创市值为131亿元。 （记者 王可然） 每经头条（nbdtoutiao）——四次登上央视，知名大佬"消失"5年，我们在水果仓库找到了他！从月薪 5000到千亿市值公司联席总裁，他45岁再创业 每经AI快讯，华兴源创（SH 688001，收盘价：29.36元）10月23日晚间发布公告称，公司第三届第十五 次董事会会议于2025年10月23日在公司会议室以现场方式召开。会议审议了《关于变更公司注册资本、 修订〈公司章程〉并办理工商变更登记的议案》。 ...

二〇二五年十月 | 第一章 | 总 刚 … | | --- | --- | | 第二章 | 经营宗旨和范围 | | 第三章 | 股 // - | | 股份发行 | 第一节 | | 第二节 | 股份增减和回购 . | | 第三节 | 服 佐払 | | 第四章 股东和股东大会 | | | 第一节 | 服东 ……………………………………………………………………………………………………………………………………………………………………………………………… 10 | | 第二节 | 股东大会的一般规定 . | | 第三节 | 股东大会的召集 . | | 第四节 | 股东大会的提案与通知 . | | 第五节 | 股东大会的召开 … | | 股东大会的表决和决议 . | 第六节 | | 第五章 董事会 ………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………… 34 | | | 第一节 | 華車 ……………………………………………………………………………………………………………………… ...

证券日报网讯 华兴源创10月20日在互动平台回答投资者提问时表示，2023年T客户成为公司前五大客 户，双方建立了良好的合作关系。公司目前已成为客户重要的测试设备供应商，在新能源汽车领域为其 开发了车载电脑测试机、车身控制器测试平台和各类电子产品模块烧录和通讯测试等相关设备，同时基 于技术同源和业务协同顺利进入其人形机器人等其他产品的供应链。未来公司将继续推进与T客户的全 面深入合作，积极拓展市场，努力回报全体股东和广大投资者。 （编辑 任世碧） ...

每经AI快讯，10月20日，有投资者向华兴源创提问，公司2025年6月21日公告表述用于人形机器人执行 器控制器模块的测试设备供货终端客户的海外实验室，请问此终端客户是否是特斯拉？华兴源创在互动 平台表示，2023年T客户成为公司前五大客户，双方建立了良好的合作关系。公司目前已成为客户重要 的测试设备供应商，在新能源汽车领域为其开发了车载电脑测试机、车身控制器测试平台和各类电子产 品模块烧录和通讯测试等相关设备，同时基于技术同源和业务协同顺利进入其人形机器人等其他产品的 供应链。 ...

Core Viewpoint - The company, Huaxing Yuanchuang, reported a sufficient order backlog and plans to deepen cooperation with leading domestic and international clients while actively expanding its market presence [1] Group 1: Company Overview - Huaxing Yuanchuang is a leading provider of industrial automation testing equipment and complete line system solutions, with applications in LCD and OLED displays, semiconductor integrated circuits, smart wearable devices, and new energy vehicles [1] Group 2: Market Outlook - The global consumer electronics industry is expected to experience a moderate recovery in the first half of 2025, driven by the continuous development of artificial intelligence technology and ongoing national subsidy policies, which inject new growth momentum into the industry [1] - The company is actively working on cost reduction and efficiency improvement to enhance market competitiveness and has successfully turned its operating performance from loss to profit [1] Group 3: Product Development - In the consumer electronics sector, the company has ample technical reserves and past cases for foldable screen projects and is currently collaborating with end customers on research and trial production [1] - Regarding AI/AR glasses, the company has technical reserves across various display technology routes and continues to invest in research and development, with Micro-LED series testing equipment supplied to end customers for trial verification [1]

Core Viewpoint - Huaxing Yuanchuang (688001.SH) has sufficient orders on hand and plans to deepen cooperation with leading domestic and international clients in the second half of the year [1][3] Company Overview - Since 2025, Huaxing Yuanchuang has increased its focus on technological innovation and market expansion in semiconductor testing, panel testing, and new energy testing equipment [3] - The company aims to strengthen strategic collaboration with core domestic and international clients, focusing on high-end testing equipment, automated testing platforms, and smart factory solutions to optimize product structure and upgrade technology [3] - Huaxing Yuanchuang is a leading provider of testing equipment and system solutions in China, serving clients in consumer electronics, panel display, automotive electronics, and semiconductor manufacturing [3] Industry Outlook - Industry insiders believe that the testing equipment sector is expected to maintain a positive outlook amid the accelerating trends of global smart manufacturing and domestic substitution [3] - Huaxing Yuanchuang is well-positioned to capture market share in the new round of equipment upgrades due to its technological accumulation and customer base [3] Future Plans - The company plans to continue increasing R&D investment to enhance system integration and AI detection capabilities, while deepening joint innovation cooperation with leading clients to build core competitiveness in smart testing equipment [3]

Group 1 - The company Strongda Circuit has provided information about its major clients in the electronics manufacturing sector, which include Huaxing Yuanchuang, Dafeng Technology, Scanfil, Phoenix, Yibo Technology, Huichuan Technology, Chunxing Precision, Shengjing Micro, and Wuhan Fangu [1] - The company also listed its PCB trading clients, which include Fineline, PCBConnect, and ICAPE, as well as PCB manufacturers such as Würth and HT [1] - Strongda Circuit emphasized that specific details should be referenced from the company's latest announcements and disclosures, and it will fulfill its information disclosure obligations according to relevant regulations [1]

Core Viewpoint - The company, Changda Circuit (301628.SZ), has disclosed its major clients and partnerships in response to investor inquiries, highlighting its diverse customer base in the electronics manufacturing sector [1]. Client Overview - Major clients in the electronics manufacturing sector include Huaxing Yuanchuang (688001.SH), Dafu Technology (300134.SZ), Scanfil, Phoenix, Yibo Technology (301366.SZ), Huichuan Technology (300124.SZ), Chunxing Precision (002547.SZ), Shengjing Micro (603375.SH), and Wuhan Fangu (002194.SZ) [1]. - PCB trading partners consist of Fineline, PCB Connect, and ICAPE [1]. - PCB manufacturers include Würth and HT [1].