企查查APP显示，近日，海博思创智储股权投资（安徽）合伙企业（有限合伙）成立，执行事务合伙人 为达风私募基金管理有限公司、新博创（北京）国际控股有限公司，出资额10亿人民币，经营范围为以 私募基金从事股权投资、投资管理、资产管理等活动。企查查股权穿透显示，该合伙企业由赣州金镒同 达企业管理合伙企业（有限合伙）、北京丹诚资产管理有限公司、海博思创（688411）等共同出资。 （原标题：海博思创等于安徽注册成立股权投资合伙企业） ...

天眼查工商信息显示，9月8日，海博思创智储股权投资（安徽）合伙企业（有限合伙）成立，执行事务 合伙人为达风私募基金管理有限公司、新博创（北京）国际控股有限公司，出资额10亿人民币，经营范 围为以私募基金从事股权投资、投资管理、资产管理等活动。合伙人信息显示，该合伙企业由赣州金镒 同达企业管理合伙企业（有限合伙）、北京丹诚资产管理有限公司、海博思创（688411）等共同出资。 ...

对于海外业务发展，海博思创创始人、董事长、首席执行官张剑辉博士表示，聚焦"技术创新+本地化 服务"双轮驱动，海博思创实现"Global+Local"全球本土化发展路径。目前，公司已在欧洲、美洲、亚 太、中东等关键市场建立本土团队，快速响应区域需求、提供定制化服务。公司不断加快全球化步伐， 将中国技术、中国方案与服务体系推向世界。未来三年至五年，海博思创力争实现国内与海外市场营收 持平的发展目标。 本报讯(记者向炎涛)近日，北京海博思创科技股份有限公司(以下简称"海博思创")全新模块化储能产品 HyperBlockM在海博思创北京智能制造基地正式下线，标志着公司在海外市场拓展与产品技术架构方面 迈出关键一步，为储能市场带来全新活力。 目前，海博思创已在全球市场推出较为完整的产品线。针对欧美等市场对安全与合规的严格要求，海博 思创提供全系通过UL、CE、IEC等国际主流认证的储能产品，并推出高性价比、易部署的模块化产品 组合。公司目前面向海外的旗舰产品包括HyperBlockM大型储能系统与HyperCubeC&I工商业储能系 统，覆盖大型储能和工商业应用需求。 ...

对于如何构建全球本土化服务能力，海博思创技术总裁杨洸博士表示，公司以"深度本地化"和"高度灵活性"为核心的技术 与市场策略，构建起覆盖多市场、多场景的产品与技术服务体系，陆续在欧洲、北美等地布局规划本地制造中心、运维与测试 基地，并积极布局本地仓储与物流网络，以提升快速交付与可持续服务能力。通过建设数字化工厂与智能制造系统，公司努力 实现全球产品品质一致性与全链路可追溯，携手国际优质供应链伙伴共同推进能源领域的合作与创新。 （编辑 郭之宸） 对于海外业务发展，海博思创创始人、董事长、首席执行官张剑辉博士表示，聚焦"技术创新+本地化服务"双轮驱动，海 博思创实现"Global+Local"全球本土化发展路径。目前，公司已在欧洲、美洲、亚太、中东等关键市场建立本土团队，快速响 应区域需求、提供定制化服务。公司不断加快全球化步伐，将中国技术、中国方案与服务体系推向世界。未来三至五年，海博 思创力争实现国内与海外市场营收持平的发展目标。 2025年上半年，海博思创海外收入呈现高速增长态势，出海战略初见成效，成为企业增长新引擎，并展现出强大的市场竞 争力。 本报讯 （记者向炎涛）近日，北京海博思创科技股份有限公司（以下 ...

企查查APP显示，近日，海博思创智储投资（海南）有限公司成立，注册资本5亿元，经营范围包含： 物联网技术服务；新兴能源技术研发；人工智能公共服务平台技术咨询服务；科技中介服务等。企查查 股权穿透显示，该公司由海博思创（688411）、北京丹诚资产管理有限公司等共同持股。 （原标题：海博思创等成立智储投资公司，含AI及物联网业务） ...

人民财讯9月9日电，企查查APP显示，近日，海博思创智储投资(海南)有限公司成立，注册资本5亿元， 经营范围包含：物联网技术服务；新兴能源技术研发；人工智能公共服务平台技术咨询服务；科技中介 服务等。企查查股权穿透显示，该公司由海博思创、北京丹诚资产管理有限公司等共同持股。 ...

9月8日，海博思创跌3.17%，成交额12.63亿元。两融数据显示，当日海博思创获融资买入额1.51亿元， 融资偿还1.50亿元，融资净买入103.45万元。截至9月8日，海博思创融资融券余额合计3.45亿元。 分红方面，海博思创A股上市后累计派现1.98亿元。 机构持仓方面，截止2025年6月30日，海博思创十大流通股东中，西部利得碳中和混合发起A （012975）位居第五大流通股东，持股53.15万股，相比上期增加3.61万股。景顺长城新能源产业股票A 类（011328）位居第六大流通股东，持股52.86万股，为新进股东。景顺长城成长之星股票A（000418） 位居第八大流通股东，持股39.72万股，为新进股东。 责任编辑：小浪快报 融资方面，海博思创当日融资买入1.51亿元。当前融资余额3.45亿元，占流通市值的5.21%。 融券方面，海博思创9月8日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元。 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 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company reported significant growth in shipments and accelerated overseas expansion in Q2 2025, indicating a substantial future potential in independent storage and operational maintenance [1] - The company achieved a revenue of 4.52 billion yuan in H1 2025, representing a year-on-year increase of 22.7%, with a net profit of 320 million yuan, up 12.1% year-on-year [1] - The company is expected to ship over 30 GWh in total for the year, with overseas shipments projected to reach 3 GWh [1] Financial Summary - Revenue projections for the company are as follows: - 2023A: 6,982 million yuan - 2024A: 8,270 million yuan - 2025E: 15,200 million yuan - 2026E: 21,300 million yuan - 2027E: 27,322 million yuan - Net profit projections are as follows: - 2023A: 578.12 million yuan - 2024A: 647.84 million yuan - 2025E: 915.87 million yuan - 2026E: 1,266.87 million yuan - 2027E: 1,815.67 million yuan - The latest diluted EPS is projected to be: - 2023A: 3.21 yuan - 2024A: 3.60 yuan - 2025E: 5.09 yuan - 2026E: 7.03 yuan - 2027E: 10.08 yuan - The P/E ratios based on the latest diluted EPS are: - 2023A: 46.13 - 2024A: 41.16 - 2025E: 29.12 - 2026E: 21.05 - 2027E: 14.69 [1][8]

Market Performance - The other power equipment sector increased by 4.22% on September 5, with Haidao Sichuang leading the gains [1] - The Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index closed at 12590.56, up 3.89% [1] Stock Highlights - Haidao Sichuang (688411) closed at 180.20, with a rise of 14.92% and a trading volume of 71,200 shares, amounting to 1.218 billion yuan [1] - Xizi Clean Energy (002534) saw a 10.01% increase, closing at 14.07 with a trading volume of 287,500 shares [1] - Zhongheng Electric (002364) and Kehua Data (002335) both rose by 10.00%, closing at 25.19 and 55.00 respectively [1] Capital Flow - The other power equipment sector experienced a net inflow of 1.119 billion yuan from main funds, while retail investors saw a net outflow of 888.7 million yuan [2] - The main funds showed significant net inflows in stocks like Kehua Data (1.92 million yuan) and Zhongheng Electric (1.72 million yuan) [3] Individual Stock Performance - Kehua Data (002335) had a main fund net inflow of 1.92 million yuan, but retail investors had a net outflow of 94.98 million yuan [3] - Zhongheng Electric (002364) also saw a main fund net inflow of 1.72 million yuan, with retail investors experiencing a net outflow of 74.10 million yuan [3] - Haidao Sichuang (688411) had a main fund net inflow of 7.09 million yuan, while retail investors faced a net outflow of 35.87 million yuan [3]

Core Viewpoint - The energy storage sector in the A-share market is experiencing strong performance, with several stocks showing significant gains, indicating a potential investment opportunity in this rapidly growing industry [1] Industry Summary - Energy storage is identified as one of the fastest-growing and most cost-effective sectors within the new energy industry, despite recent average market performance [1] - The market's expectations are tempered by concerns over the sustainability of rapid project releases in regions like the Middle East and a slowdown in global photovoltaic installation growth, which may impact energy storage growth [1] - However, the sector is expected to establish its own growth trajectory, with independent storage solutions emerging, suggesting that energy storage will exceed expectations [1] Company Summary - Notable stock performances include: - Haibo Sichuang: +12.76%, market cap of 31.8 billion, YTD gain of 825.38% [2] - Huayu New Energy: +6.54%, market cap of 12.4 billion, YTD gain of 32.07% [2] - Kelu Electronics: +4.90%, market cap of 12.8 billion, YTD gain of 77.01% [2] - Nandu Power: +4.88%, market cap of 16.2 billion, YTD gain of 11.83% [2] - Pioneering Technology: +4.75%, market cap of 15.3 billion, YTD gain of 56.82% [2] - Wanli Co.: +4.04%, market cap of 1.735 billion, YTD gain of 39.75% [2] - Camel Group: +3.78%, market cap of 12.2 billion, YTD gain of 30.11% [2] - Shengyang Group: +3.40%, market cap of 7.035 billion, YTD gain of 83.30% [2]