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 ...

海博思创与范式集团已构建起战略互信与协同根基。在智慧能源领域，双方在未来的合作中，将以聚合 之力为能源领域的AI解决方案提供具有划时代意义的全新选项，赋能能源行业"研-产-营-运"的智能化， 助力产业转型升级。 此次合作的达成，不仅是海博思创在人工智能领域取得的重要进展，更是储能产业迈向全面"数智化"的 关键一跃。随着合作的推进，双方将携手探索"AI+储能"的科技边界，为储能全业务链注入高度智能化 能力，为全球能源可持续发展提供"中国方案"。 海博思创创始人、董事长、首席执行官张剑辉在签约仪式上表示："在全球能源格局重塑的当下，AI技 术正成为推动能源变革的关键变量。海博思创与范式集团分别是储能与人工智能领域的领军者。两家公 司的理念高度契合，通过此次合作，我们将实现储能技术与AI算法的深度融合，达到1+1>2的协同效 应。" 本报讯(记者向炎涛)8月4日，北京海博思创科技股份有限公司(以下简称"海博思创")与范式集团举行了 签约仪式，双方共同宣布成立合资公司。 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，结合范式集团在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， ...

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]

Core Points - In the first seven months of 2025, a total of 59 new companies were listed on the Shanghai Stock Exchange, Shenzhen Stock Exchange, and Beijing Stock Exchange, raising a total of 59.116 billion yuan [1] - Among these, the Sci-Tech Innovation Board saw 8 companies listed, collectively raising 8.117 billion yuan [1] - Seven companies opted for the first set of listing standards, which require a minimum expected market value of 1 billion yuan and specific profit and revenue criteria [1] Company Listings - Yitang Co., Ltd. (688729.SH) was listed on July 8, 2025, raising 2.49748 billion yuan with underwriting fees of 92.2118 million yuan, following the fourth listing standard [2] - Yingstone Innovation (688775.SH) was listed on June 11, 2025, raising 1.93807 billion yuan with underwriting fees of 158.3475 million yuan, adhering to the first listing standard [2] - Hanbang Technology (688755.SH) was listed on May 16, 2025, raising 500.94 million yuan with underwriting fees of 37.2891 million yuan, also following the first listing standard [2] - Other companies listed under the first standard include Shengke Nano (688757.SH), Haibosichuang (688411.SH), Xingfu Electronics (688545.SH), Sikan Technology (688583.SH), and Saifen Technology (688758.SH), with varying amounts raised and underwriting fees [2]

天眼查商业履历信息显示，北京海博思创科技股份有限公司，成立于2011年，位于北京市，是一家以从 事计算机、通信和其他电子设备制造业为主的企业。企业注册资本17773.0148万人民币，实缴资本 10221.8693万人民币。公司法定代表人为张剑辉。 通过天眼查大数据分析，北京海博思创科技股份有限公司共对外投资了34家企业，参与招投标项目308 次，知识产权方面有商标信息72条，专利信息368条，此外企业还拥有行政许可5个。 来源：金融界 金融界消息 截至2025年7月29日收盘，海博思创（688411）报收于88.6元，上涨0.66%，换手率3.52%， 成交量1.33万手，成交金额1.17亿元。 资金流向方面，今日主力资金净流入1191.36万元，占比成交额10.19%。其中，超大单净流入370.10万 元、占成交额3.17%，大单净流入821.26万元、占成交额7.03%，中单净流出流出1126.35万元、占成交 额9.64%，小单净流出65.01万元、占成交额0.56%。 海博思创最新一期业绩显示，截至2025一季报，公司营业总收入15.48亿元、同比增长14.86%，归属净 利润9385.72万元，同 ...