合资公司的成立标志着"AI+储能"技术融合将在该集团和海博思创的共同努力下迈向新的高度，在技 术、应用场景及产业生态等方面实现深度探索与创新性突破。依托海博思创在储能系统研发、生产及全 生命周期管理领域的技术实践，结合集团在AI Agent+世界模型、机器学习平台以及智慧能源领域的领 先技术，该集团与海博思创将在电力交易、储能电站资产运营管理等领域推进合作，针对多场景应用展 开探索，共同推动储能领域人工智能技术的全面应用，通过"AI+储能"的深度融合，助力储能系统全流 程全周期智能化升级。 智通财经APP获悉，第四范式(06682)早盘涨近4%，截至发稿，涨2.95%，报55.8港元，成交额1.92亿港 元。 消息面上，第四范式发布公告，于2025年8月4日，该公司与北京海博思创科技股份有限公司(海博思创) 订立合资协议，内容有关(其中包括)成立合资公司。建议合资公司名称为能量晶体(北京)科技有限公司 (暂定名，最终以市场监督管理局审核为准)。合资公司将主要从事电力交易方向的AI技术服务。于成立 时，该公司将持有合资公司19%的股权，其财务业绩将不会并入该集团综合财务报表中。该公司和海博 思创将于可行情况下 ...

智通财经APP获悉，8月4日，范式集团与海博思创签署合作协议，双方出资成立合资公司，业务覆 盖"AI+储能"领域。这一合作标志着AI在能源存储的深度应用迈出关键一步，将为构建更智能、高效、 安全的能源体系注入强大动力。 在范式集团创始人戴文渊与海博思创创始人、董事长、首席执行官张剑辉的见证下，范式集团首席财务 官刘楠与海博思创董事会秘书、首席财务官高书清代表双方公司签署合作协议，为双方未来的深度合作 写下注解。范式集团联合创始人、首席研究科学家陈雨强与海博思创技术总裁杨洸等双方管理团队共同 见证了这一重要时刻。 坚实底座 海博思创铸就储能卓越基石 依托储能系统研发、生产及全生命周期管理领域的技术实践，海博思创将成为合资公司的坚实后盾，提 供其在储能系统全链条的顶尖能力： 储能作为AI赋能能源革命的核心应用场景，具有重要的战略意义。海博思创以AI技术作为创新驱动 力，依托研发、制造、运维、运营、交易等维度的海量数据基础，构建了基于AI算法的储能场景应用 平台，实现了储能系统全生命周期的智能化运维管理，有力地推动了企业向综合能源服务商的转型升 级。 AI赋能 范式集团驱动储能智慧升级 作为核心技术引擎，范式集团将 ...

Core Insights - The collaboration between Paradigm Group and Haibos Technology marks a significant step in the deep application of AI in energy storage, aiming to create a smarter, more efficient, and safer energy system [1][12] - The partnership is not merely a technical addition but a deep synergy aimed at addressing core challenges in large-scale energy storage development [8][10] Company Collaboration - Paradigm Group and Haibos Technology have established a joint venture focused on the "AI + Energy Storage" sector, with both companies' leaders witnessing the signing of the cooperation agreement [3] - The collaboration is expected to leverage Paradigm's AI capabilities and Haibos's energy storage hardware to create a closed-loop intelligent management system [6][12] Technological Integration - Paradigm Group will inject its advanced AI technologies into the new company, providing energy storage systems with unprecedented intelligence through real-time market predictions and dynamic optimization of storage strategies [5][6] - Haibos Technology will support the joint venture with its expertise in energy storage system development, production, and lifecycle management, enhancing the overall capabilities of the partnership [7] Strategic Significance - The partnership is positioned as a key move towards the digitalization of the energy storage industry, addressing the challenges posed by natural volatility and system complexity in the renewable energy sector [10][12] - The integration of AI and energy storage is seen as a critical driver for the energy revolution, with the potential to significantly increase value creation in the industry [10][12]

Core Viewpoint - The collaboration between Paradigm Group and Haibos Innovation marks a significant step in the deep application of AI in the energy storage sector, aiming to create a smarter, more efficient, and safer energy system [1][12]. Group 1: Partnership Details - Paradigm Group and Haibos Innovation signed a cooperation agreement to establish a joint venture focused on the "AI + Energy Storage" field [1]. - The agreement was witnessed by key executives from both companies, including Paradigm Group's CFO Liu Nan and Haibos Innovation's CFO Gao Shuqing [3]. Group 2: Technological Integration - Paradigm Group will leverage its advanced AI capabilities to provide energy storage systems with unprecedented intelligence, optimizing charging and discharging strategies to maximize economic benefits [5]. - The collaboration aims to integrate AI insights from Paradigm Group with Haibos Innovation's energy storage hardware, creating a closed-loop intelligent management system [6]. Group 3: Strategic Importance - Energy storage is identified as a core application scenario for AI-driven energy revolution, with Haibos Innovation providing comprehensive capabilities across the entire lifecycle of energy storage systems [7]. - The partnership is expected to address key challenges hindering large-scale energy storage development, with both companies being leaders in their respective fields [8][10]. Group 4: Future Outlook - The combination of Paradigm Group's AI technology and Haibos Innovation's robust energy storage solutions is anticipated to unlock unprecedented potential in the "AI + Energy Storage" domain, driving global energy transition [12].

Core Insights - The article highlights the recent financing activities and market performance of Beijing Haibo Technology Co., Ltd. (海博思创) [1] Financing Activities - Haibo Technology recorded a net financing inflow of 32.87 million RMB last week, ranking 286th in the market [1] - The total financing amount for the week was 79.10 million RMB, with repayments amounting to 46.23 million RMB [1] Market Performance - Over the past 5 days, the main capital inflow into Haibo Technology was 90.61 million RMB, with a price increase of 13.37% [1] - In the last 10 days, the main capital inflow was 40.50 million RMB, with a price increase of 3.27% [1] Company Overview - Beijing Haibo Technology Co., Ltd. was established in 2011 and is located in Beijing, primarily engaged in the manufacturing of computers, communications, and other electronic devices [1] - The company has a registered capital of 177.73 million RMB and a paid-in capital of 102.22 million RMB [1] - The legal representative of the company is Zhang Jianhui [1] Investment and Intellectual Property - Haibo Technology has invested in 34 companies and participated in 310 bidding projects [1] - The company holds 72 trademark registrations and 370 patents, along with 5 administrative licenses [1]

Group 1 - The company has entered into a joint venture agreement with Beijing Haibo Sichuang Technology Co., Ltd. to establish a new company [1] - The joint venture is tentatively named Energy Crystal (Beijing) Technology Co., Ltd., subject to approval by the market supervision administration [1] - The new company will primarily focus on AI technology services in the field of electricity trading [1] Group 2 - The company will hold a 19% equity stake in the joint venture [1] - The financial performance of the joint venture will not be consolidated into the company's overall financial statements [1]

Group 1 - The company has entered into a joint venture agreement with Beijing Haibo Sichuang Technology Co., Ltd. to establish a joint venture company named Energy Crystal (Beijing) Technology Co., Ltd. which will focus on AI technology services in the electricity trading sector [1] - The company will hold a 19% stake in the joint venture, and its financial performance will not be consolidated into the group's financial statements [1] - The establishment of the joint venture signifies a new level of integration between "AI + energy storage" technology, aiming for deep exploration and innovative breakthroughs in technology, application scenarios, and industrial ecology [2] Group 2 - The collaboration will leverage Haibo Sichuang's expertise in energy storage system research, production, and lifecycle management, combined with the group's leading technologies in AI Agent + world models, machine learning platforms, and smart energy [2] - The partnership will focus on advancing cooperation in electricity trading and energy storage asset operation management, exploring multi-scenario applications, and promoting the comprehensive application of AI technology in the energy storage sector [2] - The joint venture is expected to inject high levels of intelligence into the entire business chain of energy storage, contributing to global sustainable energy development with a "Chinese solution" [2]

智通财经APP讯，第四范式(06682)公布，于2025年8月4日，该公司与北京海博思创科技股份有限公司 (海博思创)订立合资协议，内容有关(其中包括)成立合资公司。建议合资公司名称为能量晶体(北京)科技 有限公司(暂定名，最终以市场监督管理局审核为准)。合资公司将主要从事电力交易方向的AI技术服 务。于成立时，该公司将持有合资公司19%的股权，其财务业绩将不会并入该集团综合财务报表中。该 公司和海博思创将于可行情况下 尽快成立合资公司。 合资公司的成立标志着"AI+储能"技术融合将在该集团和海博思创的共同努力下迈向新的高度，在技 术、应用场景及产业生态等方面实现深度探索与创新性突破。依托海博思创在储能系统研发、生产及全 生命周期管理领域的技术实践，结合集团在AI Agent+世界模型、机器学习平台以及智慧能源领域的领 先技术，该集团与海博思创将在电力交易、储能电站资产运营管理等领域推进合作，针对多场景应用展 开探索，共同推动储能领域人工智能技术的全面应用，通过"AI+储能"的深度融合，助力储能系统全流 程全周期智能化升级。随着该集团与海博思创之间合作的推进，双方将携手探索"AI+储能"的科技边 界，为储能全 ...

Group 1 - The core viewpoint of the news is the establishment of a joint venture between Haibo Sichuang Technology Co., Ltd. and Paradigm Group, focusing on the integration of AI technology and energy storage systems [1][2] - The collaboration aims to leverage Haibo Sichuang's expertise in energy storage system development and lifecycle management alongside Paradigm Group's advancements in AI and smart energy solutions [1] - The partnership is expected to enhance the intelligent upgrade of energy storage systems through the deep integration of AI and energy storage technologies, promoting a new era of AI solutions in the energy sector [1][2] Group 2 - This collaboration marks a significant advancement for Haibo Sichuang in the field of artificial intelligence and represents a critical leap towards the digitalization of the energy storage industry [2] - The joint efforts will explore the technological boundaries of "AI + Energy Storage," injecting high levels of intelligence into the entire energy storage value chain [2] - The initiative aims to provide a "Chinese solution" for global sustainable energy development [2]

Investment Rating - The report maintains a "Positive" investment rating for the industry [5] Core Viewpoints - The report emphasizes the ongoing "anti-involution" trend in the photovoltaic industry, which is expected to drive price increases and improve profitability across the supply chain [16][36] - The energy storage sector is experiencing sustained demand growth, with significant project developments and favorable policy support [39][44] - The lithium battery segment shows stable demand, with advancements in solid-state technology and materials innovation [39][44] - The wind power sector is benefiting from increased offshore project activity and recovery in profitability [39][44] - The power equipment sector is seeing positive developments from high-voltage projects and international demand [39][44] - New directions in AI and robotics are highlighted as emerging investment opportunities, particularly in the context of increased capital expenditure from major manufacturers [39][44] Summary by Sections Photovoltaic - The photovoltaic industry is witnessing a price increase in key materials, with polysilicon prices rising to 49-55 CNY/kg and silicon wafer prices increasing by approximately 0.1 CNY per piece [22][25] - The government is pushing for the elimination of low-price competition and the orderly exit of outdated production capacity, with mergers and acquisitions in the polysilicon sector expected to progress in Q3 [16][36] - Recommended stocks include Tongwei Co., GCL-Poly, LONGi Green Energy, and Aiko Solar [16][36] Energy Storage - In H1 2025, major energy storage projects across 21 regions reached a total capacity of 124 GWh, with significant contributions from Inner Mongolia, Shandong, and Guangdong [41][42] - The report highlights the increasing stability of the energy storage market, with a positive outlook for domestic demand and pricing [39][44] - Recommended stocks include Sungrow Power Supply and Deye Technology [39][44] Lithium Batteries - The lithium battery sector is characterized by stable demand and a focus on solid-state battery technology, with companies like CATL and other second-tier players expected to benefit [39][44] - The report notes the importance of material innovations such as lithium metal anodes and nickel-iron current collectors [39][44] - Recommended stocks include CATL, Xiamen Tungsten, and Putailai [39][44] Wind Power - The offshore wind sector is accelerating project construction, with expectations for increased profitability in the second half of the year [39][44] - Recommended stocks include Mingyang Smart Energy and Zhongji Lingnan [39][44] Power Equipment - The report indicates that high-voltage projects have been approved, with overseas demand expected to rise [39][44] - Recommended stocks include Pinggao Electric and XJ Electric [39][44] New Directions - The report highlights advancements in humanoid robotics and AI applications, with significant capital expenditure from major companies [39][44] - Recommended stocks include Sanhua Intelligent Controls and Zhejiang Rongtai [39][44]