根据协议约定，双方应于每年度末就未来三年的合作目标进行滚动式更新，并签署相应年限的合作备忘 录予以确认。其中，2026年1月1日至2028年12月31日目标明确，海博思创采购电量累计不低于 200GWh，宁德时代确保按需求量纲供应。 同时，宁德时代承诺在同等市场条件下，给予海博思创优先供应权及具有竞争力的价格，双方后续将通 过另行签订《量纲/框架采购协议》，明确产品规格、价格机制、交付周期及质量标准等具体细节。 除核心的采购供应合作外，双方还将围绕商业模式创新与供应链协同展开多元探索。具体包括共同设立 储能项目产业基金，打造集开发、投资、运营、运维于一体的一体化管理平台；在交流侧系统产品零部 件方面开展合作采购，实现供应链资源的优化配置。 11月12日晚间，海博思创(688411)发布公告，宣布与宁德时代（300750）签订《战略合作协议》，合作 期限长达十年，自2026年1月1日起至2035年12月31日止。此次携手，旨在整合双方核心优势，打造协同 竞争优势，实现资源高效配置与互利共赢。 作为国内储能集成领域的领先企业，海博思创成立于2011年，并于2025年1月成功上市。近年来，公司 聚焦核心业务发展，逐 ...

Group 1 - Longjian Co., Ltd. won a bid for a highway maintenance project in Heilongjiang with a contract value of 483 million yuan, accounting for 2.64% of the company's expected revenue for 2024 [1] - Transsion Holdings plans to issue H-shares and list on the main board of the Hong Kong Stock Exchange [1] - Good Home's controlling shareholder intends to reduce its stake by up to 2.7%, equivalent to no more than 39.4468 million shares [1][2] Group 2 - Xinhua Insurance reported a cumulative premium income of 181.973 billion yuan from January to October, representing a year-on-year growth of 17% [2][4] - Zhejiang Jiaokao is part of a consortium that plans to bid for a new urbanization project with an estimated total investment of 11.103 billion yuan [4] Group 3 - Changchun High-tech received approval for clinical trials of a vaccine for adolescents and adults [6] - XinNuoWei's application for the listing of Pertuzumab injection has been accepted, targeting HER2-positive breast cancer [8] - Dash Smart won a bid for an intelligent project at the new Huanggang Port inspection building, valued at 55.056 million yuan, which is 1.74% of its expected revenue for 2024 [8] Group 4 - Electronic City is involved in a lawsuit for debt recovery, with the amount in dispute estimated at 777 million yuan [9] - Haibo Technology signed a strategic cooperation agreement with CATL for a cumulative procurement of no less than 200 GWh of electricity from 2026 to 2028 [10] Group 5 - Renfu Pharmaceutical's HW231019 tablets have entered the second phase of clinical trials for postoperative pain relief [11] - Tonghua Dongbao received a drug registration certificate for Aspart Insulin injection from the Dominican Republic [11] Group 6 - Shaanxi Construction reported winning major projects worth a total of 1.016 billion yuan in October [12] - Fuzhou Environmental Protection plans to change its stock name to "Fuzhou Technology" [12] Group 7 - Panlong Pharmaceutical's gel patch for knee osteoarthritis has received approval for clinical trials [15] - Zhongyida's application for a specific stock issuance has been terminated by the Shanghai Stock Exchange [16] Group 8 - Zhizhong Home's controlling shareholder reduced its holdings of convertible bonds by 905,000 units, accounting for 13.51% of the total issued [19] - Haibo Co., Ltd. plans to establish a subsidiary with an investment of 1 billion yuan for high-end component projects [21] Group 9 - Caina Co. plans to use 57 million yuan of idle funds to purchase structured deposits [23] - Zhendong Pharmaceutical's new drug for acute ischemic stroke has entered the IIa phase of clinical trials [25] Group 10 - Weiman Sealing's overseas subsidiary plans to lease a factory in Saudi Arabia for 5 years at a total rent of approximately 54.039 million yuan [26] - Yiling Pharmaceutical's application for Memantine Hydrochloride has been approved for market entry [28] Group 11 - Dongfang Zhizao plans to acquire 70% of Saifu Machinery for 27.4887 million yuan [30] - JianKai Technology's actual controller intends to transfer 3% of the company's shares through inquiry [31] Group 12 - Rejing Bio plans to repurchase shares worth between 100 million and 200 million yuan [32] - Bangji Technology has decided to terminate a major asset restructuring project due to failure to reach an agreement [34] Group 13 - Huadong Pharmaceutical's application for the marketing license of a new drug has been accepted [36] - Zhonggu Logistics' shareholder plans to reduce its stake by up to 3% [38] Group 14 - Bohui Innovation's subsidiary received approval for a clinical trial of a vaccine for invasive infections [40] - Shannon Chip's shareholder pledged 0.27% of the company's shares for financing [42] Group 15 - Shanghai Petrochemical appointed a new general manager [44] - Jiaojian Co. plans to reduce the holdings of some directors and executives by up to 0.35% [46] Group 16 - Weiting Electric plans to raise no more than 300 million yuan through a private placement [47] - Zhongjin Irradiation plans to invest approximately 200 million yuan in an electronic accelerator manufacturing project [49] Group 17 - Tongxing Technology signed a framework agreement to invest 3.2 billion yuan in a sodium battery project [50] - Hongri Da plans to establish a subsidiary focused on semiconductor packaging [51] Group 18 - Shanghai Kaibao's new drug for acute ischemic stroke has received approval for clinical trials [53] - Yitong Century announced a change in its control structure, becoming a company without a controlling shareholder [55]

Core Insights - Under the "dual carbon" goals, user-side commercial energy storage is becoming a key factor for enterprise transformation [1] - The project established by Haibo Sichuang Technology Co., Ltd. and its partners aims to reduce energy costs for high-energy-consuming enterprises through innovative energy storage solutions [2] Group 1: Project Overview - The Zhuhai user-side commercial energy storage project has a capacity of 28.5MW/100MWh and utilizes a "peak shaving and valley filling" model [1] - The project is designed to address high energy consumption and costs at the Zhuhai Jinwan base of Gaojing Solar, which faces significant electricity expenses [1][2] Group 2: Technological Features - The project employs Haibo Sichuang's advanced liquid cooling energy storage system, which offers high charge and discharge efficiency and long battery life [2] - Custom-designed products meet the environmental challenges of high temperature, humidity, and salt fog, ensuring operational reliability [2] Group 3: Economic Impact - The differentiated electricity pricing policy in Guangdong, with peak prices exceeding 1 yuan per kWh and valley prices around 0.27 yuan per kWh, provides a new opportunity for high-energy-consuming enterprises to reduce costs [1] - The project aims to significantly lower Gaojing Solar's electricity costs while enhancing operational efficiency through a "two charge, two discharge" strategy [2] Group 4: Market Context - The energy usage logic in high-energy-consuming industries is undergoing fundamental changes, with peak-shifting electricity usage becoming a rigid requirement rather than an elastic choice [2] - Haibo Sichuang plans to deepen its customized "energy storage + X" strategy to optimize energy utilization efficiency and operational costs for enterprises [2]

Market Performance - The Sci-Tech Innovation Board (STAR Market) index fell by 0.58%, closing at 1379.45 points, with a total trading volume of 4.193 billion shares and a turnover of 181.687 billion yuan, resulting in an average turnover rate of 2.19% [1] - Among the tradable stocks on the STAR Market, 188 stocks closed higher, with 3 stocks rising over 10% and 9 stocks rising between 5% and 10%. Conversely, 396 stocks closed lower, with 7 stocks declining over 10% [1] Turnover Rate Analysis - The turnover rate distribution shows that 3 stocks had a turnover rate exceeding 20%, 14 stocks had a turnover rate between 10% and 20%, and 45 stocks had a turnover rate between 5% and 10% [1] - The highest turnover rate was recorded by Magu Technology at 30.12%, closing up by 5.39%, with a transaction amount of 670 million yuan. He Yuan Biological followed with a turnover rate of 27.54%, closing up by 2.90%, with a transaction amount of 990 million yuan [1][3] Stock Performance - In terms of stock performance, among the stocks with a turnover rate exceeding 5%, 27 stocks rose today, with the highest increases seen in Dekoli (up 11.93%), Ruikeda (up 11.00%), and Yingfang Software (up 8.61%). Conversely, the largest declines were in Artis (down 14.33%), Lais Information (down 12.20%), and World (down 11.12%) [2] - The electronic industry had the most stocks with a turnover rate exceeding 5%, totaling 18 stocks, followed by the power equipment and pharmaceutical sectors with 14 and 9 stocks, respectively [2] Capital Flow - Among the high turnover stocks, 30 stocks experienced net inflows of main funds, with the largest inflows in Shijia Photon (188 million yuan), Baijishenzhou (178 million yuan), and Dekoli (151 million yuan). In contrast, Tianhe Energy, Jinpan Technology, and Artis saw the largest net outflows, totaling 445 million yuan, 180 million yuan, and 163 million yuan, respectively [2] - Recent leverage fund movements indicate that 46 stocks received net purchases of leveraged funds, with the largest increases in financing balances for Artis (552 million yuan), Purun Shares (289 million yuan), and Jinpan Technology (267 million yuan). Conversely, the largest decreases were seen in Jiehuate, Foxit Software, and Xinxiangwei, with reductions of 183 million yuan, 177 million yuan, and 166 million yuan, respectively [2]

北京海博思创科技股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 证券代码：688411 证券简称：海博思创 公告编号：2025-050 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 11 月 20 日（星期四）16:00-17:00 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 11 月 13 日（星期四）至 11 月 19 日（星期三）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 10 月 31 日发布公司 2025 年第三季度报告，为便于广大投资者更全面深入地了解公司 2025 年第三季度经营成果、 ...

证券代码：688411 证券简称：海博思创 公告编号：2025-049 北京海博思创科技股份有限公司 关于与宁德时代新能源科技股份有限公司 签订战略合作协议的自愿性披露公告 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个别及连带责任。 重要内容提示: 协议签订情况 北京海博思创科技股份有限公司（以下简称"公司"）与宁德时代新能源科 技股份有限公司（以下简称"宁德时代"）签订《战略合作协议》（以下简称"本 协议"），在 2026 年 1 月 1 日至 2035 年 12 月 31 日合作期内，双方应于每年度 末（12 月 1 日前）就未来三年的合作目标进行滚动式更新，并签署相应年限的 合作备忘录予以确认。其中 2026 年 1 月 1 日至 2028 年 12 月 31 日，公司采购电 量累计不低于 200GWh，宁德时代确保按公司需求量纲供应。 履约的重大风险及不确定性 本次签署的《战略合作协议》为公司与宁德时代基于合作意愿而达成的意向 性约定，不构成强制的法律约束，后续的合作内容包括具体合作方式、合作进度、 实施内容等事项均尚待进一 ...

Group 1: Non-Metallic Building Materials - The building materials industry shows signs of structural growth that gradually outweigh environmental impacts, with Q3 2025 reports indicating a recovery in revenue and profitability for several companies [2][25] - The cement sector continues to perform well overseas, particularly in Africa, while domestic demand and prices have weakened, suggesting a potential bottoming out in 2024 [4][26] - In the consumer building materials sector, revenue growth disparities among sub-industries are widening, driven by the impacts of real estate and local debt [5][27] Group 2: Biopharmaceuticals - Huadong Medicine's industrial segment maintains steady growth, with Q3 2025 revenue of 37.28 billion yuan, up 14.95% year-on-year, and net profit of 8.94 billion yuan, up 18.43% [7][8] - The medical aesthetics business faces short-term pressure due to economic factors, with a decline in revenue for both domestic and overseas operations [8] - The company is advancing its innovative pipeline, with several clinical trials ongoing for various cancer treatments [9][33] Group 3: Power Equipment and New Energy - Haibo Sichuang, a leader in energy storage, is expected to benefit from high industry demand, with Q3 2025 revenue reaching 3.39 billion yuan, a year-on-year increase of 124.4% [10][11] - The company's profitability has improved significantly, with a gross margin of 18.64% and a net margin of 9.05% in Q3 2025 [11] - The global energy storage market is projected to grow by 40%-50% in 2026, with significant contributions from both domestic and international markets [13] Group 4: Financial Engineering - The report highlights various asset allocation strategies, with the macro-factor-based strategy yielding a return of 4.23% in 2025, outperforming other strategies [14][15] - The performance of domestic asset strategies shows a positive trend, with October returns indicating a stable investment environment [15][16] - The overall economic outlook remains cautious, with manufacturing PMI indicating a contraction, while service sector activity shows slight improvement [16]

格隆汇11月12日丨海博思创(688411.SH)公布，公司与宁德时代新能源科技股份有限公司(以下简称"宁德 时代")签订《战略合作协议》(以下简称"本协议")，在2026年1月1日至2035年12月31日合作期内，双方 应于每年度末(12月1日前)就未来三年的合作目标进行滚动式更新，并签署相应年限的合作备忘录予以 确认。其中2026年1月1日至2028年12月31日，公司采购电量累计不低于200GWh，宁德时代确保按公司 需求量纲供应。 ...

Core Viewpoint - The company has signed a strategic cooperation agreement with CATL, ensuring a stable supply of electricity over the next decade, which is expected to enhance its competitive edge and promote high-quality development [1] Group 1: Strategic Cooperation - The cooperation period is set from January 1, 2026, to December 31, 2035, with annual updates on cooperation goals [1] - The company will procure a cumulative total of no less than 200 GWh of electricity from CATL during the first phase from January 1, 2026, to December 31, 2028 [1] Group 2: Benefits of Cooperation - The agreement aims to establish a long-term and stable strategic partnership, creating a collaborative competitive advantage [1] - This cooperation aligns with the company's development strategy, enhancing supply chain stability and maintaining industry leadership [1] - The partnership is expected to improve overall competitiveness and profitability, facilitating high-quality development for the company [1]

Core Viewpoint - The company has signed a strategic cooperation agreement with CATL, ensuring a significant supply of electricity over the next decade [1] Group 1: Agreement Details - The cooperation period is set from January 1, 2026, to December 31, 2035 [1] - Both parties will update their cooperation goals annually by December 1 for the following three years [1] - The company is committed to purchasing a cumulative total of no less than 200 GWh of electricity from CATL during the period from January 1, 2026, to December 31, 2028 [1]