Group 1 - The core viewpoint of the news is the recognition of Haiboshuichuang's strong performance and market potential, as evidenced by its ranking in the "2025 Global New Energy Enterprises Top 500" list, where it improved by 42 positions to rank 251 [1] - In 2024, Haiboshuichuang achieved a revenue of 8.27 billion yuan, reflecting a year-on-year growth of 18.44%, driven by efforts in technology innovation, AI empowerment, smart manufacturing, sustainable development strategies, market expansion, and talent and ecosystem development [1] - The report indicates that Chinese new energy companies have transitioned from followers to leaders, with 7 out of the top 10 global new energy companies being Chinese, occupying the top 4 positions [1] Group 2 - Haiboshuichuang focuses on technological innovation as its core driving force, maintaining high R&D investment and exploring cutting-edge energy storage technologies [2] - The company holds proprietary technologies in battery modeling, management, system integration, validation, and intelligent operation, which enhance system safety, extend battery life, reduce operational costs, and improve energy efficiency [2] - Haiboshuichuang has gained widespread market recognition and occupies a leading position in the domestic energy storage system integration market while actively expanding into international markets [2] Group 3 - The "2025 Global New Energy Enterprises Top 500" list is an important annual brand evaluation project initiated by China Energy News and the China Energy Economic Research Institute, serving as a significant barometer for the development of the global new energy industry [3] - The report quantifies enterprise competitiveness, technology layout, and market dynamics, providing strategic navigation for the global new energy sector and revealing industry patterns and regional advantages [3] - Looking ahead, Haiboshuichuang aims to continue leading through technology, deepening innovation, and accelerating the green transition of China's energy structure while fulfilling its corporate social responsibility [3]

Core Insights - On September 29, Haibo Sichuang's stock rose by 15.02%, with a trading volume of 1.564 billion yuan [1] - The company recorded a net financing purchase of 24.18 million yuan on the same day, with a total financing and securities balance of 496 million yuan [1][2] Financing Overview - On September 29, Haibo Sichuang had a financing purchase of 225 million yuan, with a current financing balance of 496 million yuan, accounting for 4.26% of its market capitalization [2] - There were no shares repaid or sold in the securities lending market on that day, resulting in a securities lending balance of 0 [2] Company Profile - Beijing Haibo Sichuang Technology Co., Ltd. was established on November 4, 2011, and is located in Haidian District, Beijing [2] - The company specializes in the research, production, and sales of electrochemical energy storage systems, providing comprehensive solutions for traditional and renewable energy generation, smart grids, and end-users [2] - The revenue composition is as follows: energy storage systems 99.77%, new energy vehicle leasing 0.10%, other services 0.07%, and technical services 0.06% [2] Financial Performance - For the first half of 2025, Haibo Sichuang achieved a revenue of 4.522 billion yuan, representing a year-on-year growth of 22.66%, and a net profit attributable to shareholders of 316 million yuan, up 12.05% year-on-year [2] Shareholder Information - As of June 30, 2025, the number of shareholders was 10,200, a decrease of 20.06% from the previous period, with an average of 3,507 circulating shares per person, an increase of 25.09% [2] - The top ten circulating shareholders include notable funds, with West China Carbon Neutral Mixed Fund being the fifth largest, increasing its holdings by 36,100 shares [3]

Core Insights - Haibo Shichuang (688411) closed at 307.14 CNY on September 29, marking a 15.02% increase, with a trading volume of 1.564 billion CNY and a turnover rate of 13.50% [2][3] Trading Activity - The stock was listed on the daily trading leaderboard due to its closing price increase of 15% [2] - The top five trading departments accounted for a total transaction of 573 million CNY, with a net sell of 28.34 million CNY [2] - The largest buying department was Huafu Securities, with a purchase amount of 66.50 million CNY, followed by Changcheng Securities at 58.39 million CNY [2][3] - The selling department with the highest amount was CITIC Securities, which sold 91.66 million CNY, followed by Goldman Sachs at 70.67 million CNY [3] Fund Flow - The stock experienced a net inflow of 9.64 million CNY from main funds throughout the day [3]

Core Viewpoint - Haibosi Chuang announced that the company has no overdue guarantees and is not involved in any litigation related to guarantees [1] Group 1 - The company has confirmed the absence of overdue guarantees [1] - There are no ongoing litigations concerning guarantees involving the company [1]

中泰证券股份有限公司关于 北京海博思创科技股份有限公司 为全资子公司提供反担保的核查意见 中泰证券股份有限公司（以下简称"中泰证券"或"保荐机构"）作为北京海博 思创科技股份有限公司（以下简称"海博思创"或"公司"）首次公开发行股票并在 科创板上市持续督导阶段的保荐机构，根据《证券发行上市保荐业务管理办法》 《上海证券交易所科创板股票上市规则》《上海证券交易所科创板上市公司自律 监管指引第1号——规范运作》等有关规定，对公司为全资子公司提供反担保事 项进行了审慎尽职调查，具体核查情况如下： 一、反担保情况概述 （一） 反担保的基本情况 北京海博思创科技股份有限公司（以下简称"公司"）全资子公司 HYPERSTRONG INTERNATIONAL USA CORP.（以下简称"HYPERSTRONG USA"）拟根据其业务发展需要向SWISS REINSURANCE COMPANY LTD（以下 简称"SWISS RE"）申请开立美国关税保函，保函额度为150万美元。为支持 HYPERSTRONG USA出口业务发展，解决其海关清关、关税缴纳等需求，公司 拟就上述保函为全资子公司HYPERSTRONG USA向 ...

证券代码：688411 证券简称：海博思创 公告编号：2025-046 关于为全资子公司提供反担保的公告 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： 担保对象及基本情况 | HYPERSTRONG | INTERNATIONAL | USA | 被担保人名称 | CORP. | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 150 | 万美元（按照 | 2025 | 年 | 9 | 月 | 26 | 日中国人民银行官网公布的相关人 | | | | | | | | | | 本次担保金额 | 民币汇率中间价折算，约为人民币 | | | | | | | | | | | | | | | | 1,067.28 | 万元） | 担 | 保 | 对 | 288.20 | 万美元（按照担保起始日中 | | | | | | | | ...

证券代码：688411 证券简称：海博思创 公告编号：2025-047 北京海博思创科技股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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： 会议召开时间：2025 年 10 月 15 日（星期三）15:00-16:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 09 月 30 日（星期二）至 10 月 14 日（星期二）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 ir@hyperstrong.com 进行提问。公司将在说明会上对投资者普遍关注的问题进 行回答。 北京海博思创科技股份有限公司（以下简称"公司"）已于 2025 年 08 月 29 日发布公司 2025 年半年度报告，为便于广大投资者更全面深入地了解公司 2025 年半年度经营成果、财务状 ...

Group 1 - The solid-state battery concept sector rose by 2.96%, ranking 7th among concept sectors, with 228 stocks increasing in value [1] - Notable gainers in the solid-state battery sector included Wanrun New Energy, which hit a 20% limit up, and Tianqi Materials, Fengshan Group, and Xiangtan Electric, which also reached their daily limit [1] - The top gainers in the sector were Hunan Youneng, Haibo Sichuang, and Lingge Technology, with increases of 18.29%, 15.02%, and 14.39% respectively [1] Group 2 - The solid-state battery sector saw a net inflow of 1.388 billion yuan, with 152 stocks receiving net inflows, and 14 stocks exceeding 100 million yuan in net inflows [2] - Tianqi Materials led the net inflow with 983.3 million yuan, followed by Ganfeng Lithium, Duofluor, and CATL with net inflows of 551 million yuan, 497 million yuan, and 464 million yuan respectively [2][3] - The top stocks by net inflow ratio included Fengshan Group, Duofluor, and Tianji Co., with net inflow ratios of 52.26%, 46.70%, and 42.84% respectively [3] Group 3 - The solid-state battery sector's performance was highlighted by the significant daily trading volume and turnover rates of key stocks, indicating strong investor interest [4][5] - Stocks such as Tianqi Lithium and Huaneng Technology also showed notable trading activity, with turnover rates of 5.92% and 10.21% respectively [4] - The overall market sentiment towards the solid-state battery sector remains positive, as evidenced by the substantial capital inflows and stock performance [2][3]

Market Performance - The other power equipment sector increased by 1.14% on September 29, with Haibo Sichuang leading the gains [1] - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] Stock Performance - Notable gainers in the other power equipment sector included: - Haida Zhishi (688411) with a closing price of 307.14, up 15.02% and a trading volume of 51,200 shares, totaling 1.564 billion yuan [1] - Xinfuneng (300593) closed at 18.70, up 10.59% with a trading volume of 479,200 shares, totaling 877 million yuan [1] - Xizi Clean Energy (002534) closed at 16.86, up 9.98% with a trading volume of 275,700 shares [1] Capital Flow - The other power equipment sector experienced a net outflow of 1.084 billion yuan from institutional investors, while retail investors saw a net inflow of 843 million yuan [2] - The capital flow for specific stocks showed: - Xizi Clean Energy (002534) had a net inflow of 74.26 million yuan from institutional investors [3] - Shenghong Shares (300693) had a net inflow of 59.21 million yuan from institutional investors [3] - Tonghe Technology (300491) saw a net inflow of 44.91 million yuan from institutional investors [3]

Core Viewpoint - The issuance of Document No. 136 promotes the full market entry of renewable energy, presenting both challenges and unprecedented opportunities for energy storage [1] Group 1: Market Dynamics - Document No. 136 marks the transition to a fully market-oriented trading period for renewable energy, with high marketization requirements for incremental projects [1] - The introduction of capacity pricing and capacity compensation policies across multiple provinces provides strong baseline returns for energy storage [2] - The significant increase in peak-valley price differences due to the growth of renewable energy installations enhances the economic viability of independent energy storage projects [2] Group 2: Growth Projections - The global installed energy storage capacity is projected to reach 272 GWh, 441 GWh, and 642 GWh in 2025, 2026, and 2027 respectively, with year-on-year growth rates of 46.6%, 62.1%, and 45.6% [1] - Domestic energy storage capacity forecasts have been raised to 150 GWh, 260 GWh, and 380 GWh for the same years [4] Group 3: Investment Recommendations - The report recommends focusing on leading companies in the energy storage sector, including CATL, EVE Energy, Sungrow Power Supply, and Haibo Technology [4] - Attention is also suggested for leading enterprises across various segments such as batteries, integration, PCS, and inverters [4] Group 4: Global Demand Trends - The global demand for energy storage is experiencing a synchronized explosion driven by the increasing penetration of renewable energy and the declining costs of storage systems [3]