广发高端制造股票A（004997）成立日期2017年9月1日，最新规模44.24亿。今年以来收益2.37%，同类 排名4423/5520；近一年收益23.53%，同类排名3357/4203；成立以来收益49.75%。 从海博思创十大流通股东角度 数据显示，广发基金旗下1只基金位居海博思创十大流通股东。广发高端制造股票A（004997）三季度 新进十大流通股东，持有股数58.79万股，占流通股的比例为1.55%。根据测算，今日浮盈赚取约681.93 万元。 1月14日，海博思创涨5.27%，截至发稿，报231.66元/股，成交4.05亿元，换手率4.73%，总市值417.20 亿元。 广发高端制造股票A（004997）基金经理为郑澄然。 资料显示，北京海博思创科技股份有限公司位于北京市海淀区丰豪东路9号院2号楼12层，成立日期2011 年11月4日，上市日期2025年1月27日，公司主营业务涉及专注于电化学储能系统的研发、生产、销售, 为传统发电、新能源发电、智能电网、终端电力用户等"源-网-荷"全链条行业客户提供全系列储能系统 产品,提供储能系统一站式整体解决方案。主营业务收入构成为：储能系统99.77%，新 ...

证券日报网讯1月13日，海博思创在互动平台回答投资者提问时表示，目前公司未持有卫蓝新能源股 份。公司与北京卫蓝新能源科技有限公司、淄博景能科技有限公司共同出资成立卫蓝海博(淄博)新能源 科技有限公司。公司与卫蓝新能源的合作主要通过合资公司，深入研究和合作开发半固态电池，在大容 量、长寿命、低成本的基础上，实现储能电池的本质安全，目前合作研发的半固态电池已应用于实际储 能项目。 ...

格隆汇1月13日丨海博思创(688411.SH)在投资者互动平台表示，目前公司未持有卫蓝新能源股份。公司 与北京卫蓝新能源科技有限公司、淄博景能科技有限公司共同出资成立卫蓝海博（淄博）新能源科技有 限公司。公司与卫蓝新能源的合作主要通过合资公司，深入研究和合作开发半固态电池，在大容量、长 寿命、低成本的基础上，实现储能电池的本质安全，目前合作研发的半固态电池已应用于实际储能项 目。 ...

Group 1 - The stock price of Haibo Sichuang has dropped by 3.82% to 220.06 CNY per share, with a trading volume of 1.109 billion CNY and a turnover rate of 13.05%, resulting in a total market capitalization of 39.631 billion CNY. The stock has experienced a continuous decline for six days, with a cumulative drop of 12.68% during this period [1] - Haibo Sichuang, established on November 4, 2011, is located in Haidian District, Beijing. The company focuses on the research, production, and sales of electrochemical energy storage systems, providing a full range of energy storage system products and one-stop overall solutions for clients across the entire "source-network-load" industry chain, including traditional power generation, renewable energy generation, smart grids, and end power users [1] - The main business revenue composition of Haibo Sichuang includes 99.77% from energy storage systems, 0.10% from new energy vehicle leasing, 0.07% from other services, and 0.06% from technical services [1] Group 2 - Dongwu Fund has one fund heavily invested in Haibo Sichuang, specifically Dongwu Anxiang Quantitative Mixed A (580007), which reduced its holdings by 3,722 shares in the third quarter, now holding 8,590 shares, accounting for 7.02% of the fund's net value, ranking as the fourth-largest holding [2] - The estimated floating loss for Dongwu Anxiang Quantitative Mixed A today is approximately 75,200 CNY, with a total floating loss of 274,500 CNY during the six-day decline [2] - Dongwu Anxiang Quantitative Mixed A was established on June 29, 2010, with a latest scale of 21.384 million CNY. Year-to-date return is 0.69%, ranking 7,850 out of 8,836 in its category, while the one-year return is 46.64%, ranking 2,776 out of 8,091 [2]

Investment Rating - The report maintains a "Buy" rating for several companies, including Aishuo Co., Ltd. (600732.SH), Daqian Energy (688303.SH), Haibo Sichuang (688411.SH), Sungrow Power Supply (300274.SZ), Flat Glass Group (601865.SH), Longxin Group (300682.SZ), and Quartz Co., Ltd. (603688.SH) [2] Core Insights - The solar industry has experienced a decline in new installations, with November 2025 seeing a 11.9% year-on-year decrease, totaling 22.0 GW. However, the cumulative new installations from January to November 2025 reached 274.89 GW, reflecting a 33.2% increase year-on-year [3][13] - Solar module exports in November 2025 amounted to 171.4 billion yuan, marking a 33.9% year-on-year increase and a 6.6% month-on-month increase. The cumulative export value from January to November 2025 was 1854.0 billion yuan, down 9.0% year-on-year [4][16] - Inverter exports also showed positive growth, with November 2025 exports reaching 54.5 billion yuan, a 25.6% year-on-year increase and a 13.0% month-on-month increase. The cumulative export value for inverters from January to November 2025 was 587.5 billion yuan, up 8.7% year-on-year [4][28] - Solar power generation in November 2025 increased by 23.4% year-on-year, contributing to 5.29% of the total national power generation, which was 7792 billion kWh, a 2.7% increase year-on-year [5][41] Summary by Sections New Installations - November 2025 saw a domestic solar installation of 22.0 GW, down 11.9% year-on-year but up 74.8% month-on-month. Cumulative installations for the year reached 274.89 GW, up 33.2% year-on-year [3][13] Exports - Solar module exports in November 2025 were 171.4 billion yuan, up 33.9% year-on-year and 6.6% month-on-month. Cumulative exports for the year were 1854.0 billion yuan, down 9.0% year-on-year [4][16] - Inverter exports reached 54.5 billion yuan in November 2025, a 25.6% year-on-year increase and a 13.0% month-on-month increase. Cumulative exports for the year were 587.5 billion yuan, up 8.7% year-on-year [4][28] Power Generation - Solar power generation in November 2025 was 412.2 billion kWh, reflecting a 23.4% year-on-year increase and accounting for 5.29% of total national power generation [5][41] Investment Recommendations - The report recommends focusing on companies such as Aishuo Co., Ltd. for new technology, Daqian Energy and Flat Glass Group for supply-side initiatives, Haibo Sichuang and Sungrow Power Supply for energy storage, Longxin Group for market-oriented strategies, and Quartz Co., Ltd. for domestic substitution [5][46]

Investment Rating - The report maintains an "Outperform" rating for the industry [2] Core Insights - The space photovoltaic sector is gaining attention as leading companies increase investment in perovskite solar cell research and industrialization, which is expected to open new application scenarios for photovoltaics [6][7] - The deep-sea wind power project in Shandong has received approval, marking significant progress in the development of offshore wind energy, with expectations for substantial growth in this sector [6][11] - The energy storage and hydrogen sectors are seeing regulatory efforts to standardize competition, aiming to improve market order and sustainability [7] Summary by Sections Wind Power - The Shandong deep-sea wind power project has been approved, with a total capacity of 3000MW, utilizing 214 wind turbines of 14MW each [11] - The wind power index increased by 10.39%, outperforming the CSI 300 index by 7.60 percentage points, with a current PE_TTM of approximately 27.30 times [12] - The approval of the project indicates a significant advancement in offshore wind energy, supported by technological maturity and favorable policies [11] Photovoltaics - The space photovoltaic concept is gaining traction, with companies focusing on perovskite solar cells due to their lightweight and high-efficiency characteristics, which are suitable for space applications [6] - The photovoltaic equipment index rose by 3.86%, with the solar cell component index increasing by 5.82% [5] - The current PE_TTM for the photovoltaic sector is around 47.28 times, indicating strong market interest [5] Energy Storage & Hydrogen - A meeting held by various government bodies highlighted the rapid development of the energy storage and hydrogen battery industries, emphasizing the need for regulatory measures to curb irrational competition [7] - The energy storage index increased by 5.74%, with a current PE_TTM of 31.06 times, reflecting a healthy market outlook [5] - Recommendations for investment include companies with strong competitive positions in energy storage and distributed energy sectors [7]

Core Insights - The energy storage Battery Management System (BMS) is a critical component for safety in energy storage systems, transitioning the industry from "passive protection" to "active safety" [1][3] - The market for new energy storage systems in China is expected to grow significantly, with the BMS market projected to reach 3.448 billion yuan in 2024 and 2.475 billion yuan in 2025, despite a decline in overall value due to price reductions [1][3] Industry Definition and Classification - Energy storage BMS is the core control component of energy storage systems, responsible for real-time data collection, state diagnosis, and safety protection [2] - BMS can be classified based on enterprise type, application field, and technology architecture [2] Current Industry Status - The global energy storage BMS market is expected to reach 6.252 billion yuan in 2024, with the Asia-Pacific region accounting for 62.01% of the market share [3] - In China, the BMS market is projected to grow from 275 million yuan in 2020 to 3.448 billion yuan in 2024, with a potential decline to 2.475 billion yuan in 2025 due to pricing pressures [3] Industry Value Chain - The energy storage BMS industry value chain includes upstream suppliers of key materials and components, midstream hardware production and software development, and downstream system integrators [4] SWOT Analysis - The energy storage BMS industry is supported by national policies aimed at promoting new energy storage, positioning it as a core component of the new power system [5] Competitive Landscape - The domestic energy storage BMS market features three main types of participants: self-developed BMS by battery companies, system integrators with self-development capabilities, and third-party specialized manufacturers [6][7] - Leading self-developed BMS companies include CATL, BYD, and Guoxuan High-Tech, which leverage their technology to enhance product competitiveness [6] - Comprehensive manufacturers like Sungrow and Haibo Innovation develop BMS products tailored to their systems [7] - Specialized third-party BMS manufacturers focus on technological differentiation and cost optimization [7] Development Trends - The energy storage market in China is expected to maintain rapid growth, driven by the dual carbon goals and the construction of new power systems [8] - The maturity and standardization of BMS technology are anticipated to improve, leading to further industry expansion [9] - Future trends indicate a shift towards integration, intelligence, openness, and scalability in the BMS industry [9]

证券日报网讯1月9日，海博思创在互动平台回答投资者提问时表示，公司将严格按照相关法律法规的规 定和要求履行信息披露义务，具体业绩情况请关注公司后续公告。 ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司有没有应用于空间站的储能产品？贵司有没有向 卫星、火箭发射场提供储能？ 海博思创（688411.SH）1月9日在投资者互动平台表示，目前公司储能产品暂未应用于空间站或卫星、 火箭发射场。 ...

Core Viewpoint - The report highlights a significant outflow of main capital from various stocks in the Shanghai and Shenzhen markets, with 387 stocks experiencing net outflows for five consecutive days or more, indicating potential investment risks in these companies [1][2][3][4]. Group 1: Main Capital Outflow Statistics - The stock with the longest continuous net outflow is Dameng Data, with 23 days of outflows [1]. - Daqin Railway follows with 20 days of net outflows, totaling 2.711 billion yuan [1]. - The total net outflow for Daqin Railway over 20 days is the highest at 2.711 billion yuan, while Xiechuang Data has a net outflow of 1.914 billion yuan over five days [1][2]. Group 2: Stocks with Significant Outflows - The top stocks by net outflow duration include: - Daqin Railway: 20 days, 2.711 billion yuan, 18.68% of trading volume, -6.22% cumulative change [1]. - Dameng Data: 23 days, 0.503 billion yuan, 7.58% of trading volume, 14.15% cumulative change [2]. - Haima Automobile: 12 days, 1.626 billion yuan, 8.26% of trading volume, -18.59% cumulative change [1]. Group 3: Other Notable Stocks - Other stocks with notable outflows include: - Wuzhou Xinchun: 5 days, 1.574 billion yuan, 5.24% of trading volume, 11.62% cumulative change [1]. - Dongshan Precision: 6 days, 1.512 billion yuan, 6.91% of trading volume, -6.80% cumulative change [1]. - Shengtai Electronics: 10 days, 1.377 billion yuan, 8.47% of trading volume, -8.71% cumulative change [1].