格隆汇1月29日丨德赛电池(000049.SZ)在投资者互动平台表示，公司主要从事锂电池相关业务，产品广 泛应用于智能手机、笔记本电脑、智能穿戴设备、电动工具、储能、新能源汽车、无人机、清洁机器人 等终端产品上，公司正积极探索锂电池相关产品在新型智能终端、低空经济等前沿场景的应用机会，努 力开拓相关业务。 ...

格隆汇1月29日丨德赛电池(000049.SZ)在投资者互动平台表示，公司主要从事锂电池相关业务，产品广 泛应用于智能手机、笔记本电脑、智能穿戴设备、电动工具、储能、新能源汽车、无人机、清洁机器人 等终端产品上，公司正积极探索锂电池相关产品在新型智能终端、低空经济等前沿场景的应用机会，努 力开拓相关业务。 ...

格隆汇1月28日丨德赛电池(000049.SZ)在投资者互动平台表示，公司在欧盟国家销售产品的收入占比较 低，低于公司总营收的5%。 ...

Group 1 - The core point of the article is that Desay Battery reported the total number of shareholders in its margin financing and securities lending accounts as of December 31, which stands at 59,317 accounts [2]

Core Viewpoint - Desay Battery is primarily engaged in the research, design, production, and sales of lithium battery power management systems, energy storage cells, and related packaging integration products [1] Group 1: Company Overview - The company’s products are widely used in various terminal products including smartphones, laptops, tablets, smart wearable devices, power tools, smart home and travel products, energy storage products, new energy vehicles, and drones [1]

证券日报网讯1月5日，德赛电池（000049）在互动平台回答投资者提问时表示，公司子公司湖南电池开 展了钠离子电池产品的研发与试制，钠离子电池产品已实现兆瓦级的交付。 ...

Core Viewpoint - The company has made progress in the development and trial production of sodium-ion batteries, achieving megawatt-level deliveries [2] Group 1: Company Developments - The company's subsidiary, Hunan Battery, is actively engaged in the research and trial production of sodium-ion battery products [2] - The sodium-ion battery products have successfully reached megawatt-level delivery [2]

Core Insights - The global energy storage market is experiencing unprecedented demand, with a projected explosive growth in lithium battery shipments expected to reach 631 GWh in 2025, driven by strong overseas orders from Chinese energy storage companies, which surpassed 160 GWh in the first half of the year, marking a 220% year-on-year increase [4][5][7]. Group 1: Market Overview - The energy storage battery shipment volume is expected to see explosive growth by 2025, with a significant increase in overseas orders from Chinese companies [4]. - The top 15 energy storage battery manufacturers have collectively secured over 450 GWh in orders, primarily from markets in the Middle East, Australia, and Europe [7]. - The utilization rate of production capacity among leading companies is over 90%, with some orders scheduled for delivery as far out as 2026 [4]. Group 2: Key Players and Their Performance - CATL (宁德时代) is projected to maintain its position as the global leader in energy storage, with an estimated shipment of over 140 GWh for the year, and has secured over 300 GWh in orders for 2025, marking a threefold increase from 2024 [8][15]. - EVE Energy (亿纬锂能) has signed contracts exceeding 68 GWh in energy storage orders this year, with significant international collaborations in Europe and Australia [16][22]. - ChuangNeng New Energy (楚能新能源) has seen a remarkable increase in shipments, with projections of over 80 GWh for 2025, reflecting a 300% growth compared to 2024 [23]. - BYD has engaged in multiple large-scale projects, including a 12.5 GWh grid-side storage project in Saudi Arabia, contributing to a total of over 18.8 GWh in public projects [33][37]. - Gotion High-Tech (国轩高科) has secured various projects, including a 1.2 GWh order in Morocco, and is actively expanding its storage network across China [39][40]. Group 3: Strategic Collaborations and Innovations - CATL has established numerous strategic partnerships, including a three-year cooperation agreement with Suyuan Electric for a total of 50 GWh [9][10]. - EVE Energy has signed a strategic cooperation agreement with China Gas to achieve 1 GWh in orders within a year, focusing on both domestic and international markets [22]. - ChuangNeng New Energy has actively participated in bidding for major projects, securing significant contracts with state-owned enterprises [25]. - 瑞浦兰钧 has signed multiple agreements totaling 26.5 GWh in storage projects, with a strong focus on household storage solutions [32]. - Penghui Energy (鹏辉能源) has reported a third-quarter shipment of 6.74 GWh, with a significant increase in gross margin from 12% to 21% [48].

Group 1 - The core point of the article is that Desay Battery reported the total number of shareholders in its non-consolidated margin trading account as 59,843 as of December 19 [2]

Core Viewpoint - The article highlights the significant advancements and recognition of Desay Battery in the energy storage sector, particularly through the "2025 Annual Industrial Storage Battery Technology Innovation Award" and the launch of their active safety battery cell system, emphasizing the importance of safety and innovation in the energy storage industry [2][4]. Group 1: Event Overview - The "2025 (10th) Qidian Lithium Battery Industry Annual Conference and Qidian Golden Ding Award Ceremony" was held in Shenzhen, showcasing the achievements in the lithium battery sector [2]. - Desay Battery was awarded the "2025 Annual Industrial Storage Battery Technology Innovation Award" for its outstanding performance and technological innovation in the energy storage field [2][4]. Group 2: Technological Innovations - Desay Battery announced the mass production of its self-developed active safety battery cell system, which aims to address core industry pain points through multiple safety protection measures [4]. - The active safety technology is based on in-depth research into the thermal runaway mechanism of battery cells, establishing an innovative "7+1" active safety technology system that includes real-time monitoring of internal pressure and temperature [6][7]. Group 3: Safety and Management - The active safety system allows for early detection of battery cell degradation signals, providing up to 30 days of advanced warning for potential issues, thus shifting from passive response to proactive prevention [7]. - The system enhances operational efficiency by accurately locating specific battery cells during anomalies and providing maintenance suggestions, thereby upgrading safety management from manual intervention to automated, 24/7 monitoring [7]. Group 4: Industry Standards and Collaboration - Desay Battery holds over 80 domestic and more than 10 international patents, establishing a comprehensive intellectual property barrier that supports its technological advancements [7]. - The company emphasizes the importance of collaboration within the industry to build a shared and continuously updated energy storage safety database, aiming to establish higher and unified safety standards for energy storage globally [9].