Market Overview - The Shanghai Composite Index fell by 0.13% on July 9, with 17 out of the 28 sectors rising, led by Media and Agriculture sectors, which increased by 1.35% and 0.65% respectively [1] - The Electric Equipment sector saw a slight increase of 0.17% [1] - The sectors with the largest declines were Non-ferrous Metals and Basic Chemicals, which dropped by 2.26% and 0.85% respectively [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 38.536 billion yuan, with only three sectors experiencing net inflows: Media (1.055 billion yuan), Retail (864 million yuan), and Construction Decoration (40.34 million yuan) [1] - The Electronic sector had the largest net outflow, totaling 7.789 billion yuan, followed by Non-ferrous Metals with 5.412 billion yuan [1] Electric Equipment Sector Performance - In the Electric Equipment sector, 358 stocks were tracked, with 99 stocks rising and 252 stocks declining; 5 stocks hit the daily limit up [2] - The top net inflow stock was Ningde Times, with a net inflow of 378 million yuan, followed by Tongguan Copper Foil and Kelu Electronics with inflows of 219 million yuan and 178 million yuan respectively [2] - The sector experienced a total net outflow of 4.576 billion yuan, with 11 stocks seeing outflows exceeding 100 million yuan; the largest outflows were from Rongfa Nuclear Power, Sunshine Power, and Nord Shares, with outflows of 327 million yuan, 250 million yuan, and 226 million yuan respectively [2][3] Top Gainers in Electric Equipment Sector - The top gainers in the Electric Equipment sector included: - Ningde Times: +2.84%, turnover rate 0.75%, main capital flow 377.94 million yuan - Tongguan Copper Foil: +20.02%, turnover rate 48.19%, main capital flow 218.52 million yuan - Kelu Electronics: +10.06%, turnover rate 7.49%, main capital flow 178.39 million yuan [2] Top Losers in Electric Equipment Sector - The top losers in the Electric Equipment sector included: - Rongfa Nuclear Power: +0.42%, turnover rate 33.08%, main capital flow -327.43 million yuan - Sunshine Power: -0.57%, turnover rate 3.01%, main capital flow -249.65 million yuan - Nord Shares: -4.98%, turnover rate 14.04%, main capital flow -226.20 million yuan [3]

Core Insights - New Special Electric Co. experienced a 20% limit increase, while Xinling Electric, Koru Intelligent Control, and Meishuo Technology saw gains exceeding 10% [1] - Other companies such as Kelu Electronics, Taiyong Changzheng, and New Energy Taishan also reached their limit increase, indicating a strong market response [1] - The National Development and Reform Commission, along with three other departments, recently issued a notice to promote the scientific planning and construction of high-power charging facilities [1] Industry Developments - The notice emphasizes the integration of high-power charging facility layout planning with distribution network planning, suggesting a proactive approach to grid construction and timely upgrades [1] - This initiative is likely to enhance the infrastructure for electric vehicles, potentially leading to increased demand for related technologies and services [1]

Group 1 - The core viewpoint of the news is that Shenzhen Kelu Electronics Technology Co., Ltd. has applied for a patent for a "Detection System and Method for Aerosol Devices" which aims to enhance the reliability of aerosol device modules without disassembly [1] - The patent application was filed on April 2025, and the public announcement number is CN120254447A [1] - The detection system includes a test box, maintenance switch, fire control host, and multiple aerosol device modules, allowing for the detection of module status based on electrical signal parameters [1] Group 2 - Shenzhen Kelu Electronics Technology Co., Ltd. was established in 1996 and is primarily engaged in wholesale activities [2] - The company has a registered capital of 1,660.82 million RMB and has invested in 66 enterprises [2] - The company has participated in 2,438 bidding projects and holds 1,534 patent information records along with 32 trademark information records [2]

Core Insights - The 2025 SNEC exhibition showcased advancements in energy solutions, particularly by Shenzhen Kelu Electronics Co., Ltd, which introduced the Midea Industrial Storage Aqua-EM and other energy management systems [1] - The company aims to provide comprehensive energy solutions across various applications, including independent storage power stations and virtual power plant market arbitrage [1] - Recent policy changes in China are shifting the energy storage industry from a "policy-supported" model to a "market-driven" approach, enhancing the role of energy storage [1][2] Company Developments - Kelu Electronics, in collaboration with Midea Group, has developed a power trading platform that integrates a three-dimensional forecasting system for energy trading and ancillary services [2] - The platform aims to enhance trading efficiency and accuracy, addressing the declining profitability of commercial energy storage [2] - The EMS (Energy Management System) is highlighted as a critical component for optimizing energy storage operations, enabling proactive decision-making based on real-time data [3][4] Industry Trends - The recent notification from the National Development and Reform Commission emphasizes the goal of achieving nationwide coverage of the electricity spot market by the end of 2025, which will elevate the importance of energy storage [2] - The transition of energy storage from a secondary role to a core regulatory resource reflects broader changes in the energy market dynamics [2] - The integration of hardware and software solutions in energy management is seen as essential for maximizing efficiency and profitability in energy usage [3][4]

Core Viewpoint - The article emphasizes the importance of safety in the rapidly growing global energy storage industry, highlighting the extreme testing conducted by leading companies to validate the safety performance of their energy storage systems under severe conditions [1]. Group 1: Sunlight Power - Sunlight Power conducted the world's first large-scale combustion test of its PowerTitan1.0 system in June 2024, followed by a significant investment of 30 million for the PowerTitan2.0 test in November 2024 [1]. - The PowerTitan2.0 system withstood 25 hours and 43 minutes of continuous burning, demonstrating its robust protective capabilities and preventing fire spread [2]. - During extreme conditions, the system maintained structural integrity and prevented heat propagation, showcasing its excellent fire resistance and impact performance [3]. Group 2: BYD Energy Storage - BYD's MC Cube energy storage system underwent testing in December 2024, adhering to CSA TS-800 large-scale fire testing standards [6]. - The test revealed that while the internal temperature exceeded 1000℃, adjacent battery cabinets remained below 60℃, confirming the system's effective fire isolation design [6]. - The MC Cube demonstrated outstanding fire resistance and structural integrity, preventing fire spread and ensuring safety for personnel and the environment [6]. Group 3: Huawei Digital Energy - Huawei's intelligent string-type energy storage system was tested in December 2025, following international UL9540A standards with increased thermal runaway cell counts [7]. - The system effectively managed a scenario with 12 cells experiencing thermal runaway, utilizing innovative pressure and smoke management mechanisms to prevent combustion [8]. - The test confirmed the system's ability to maintain low temperatures in adjacent units, demonstrating its safety under extreme conditions [8]. Group 4: Hichain Energy Storage - Hichain's ∞Block 5MWh system was tested in June 2025 under UL9540A and NFPA855 standards, with open cabinet conditions to simulate extreme fire scenarios [9]. - The system successfully prevented heat propagation between cabinets even at temperatures exceeding 1300℃, validating its thermal isolation capabilities [10]. - The test confirmed the system's reliability and high safety standards without external fire protection [11]. Group 5: Canadian Solar - Canadian Solar's SolBank 3.0 system was tested in June 2025, adhering to CSA TS-800 standards for large-scale fire testing [12]. - The test demonstrated that the SolBank 3.0 effectively contained fire within the target unit, showcasing its superior passive fire protection design [13]. Group 6: Kelu - Kelu's Aqua C2.5 5MWh liquid-cooled energy storage system was tested in June 2025, following CSA TS-800 standards [14]. - The test involved a 59-hour continuous burn, with the internal temperature reaching 1300℃, yet the system maintained structural integrity and functionality [17]. - The Aqua C2.5 effectively prevented thermal runaway between units, proving its scalability for large energy storage stations [17]. Group 7: Ruipu Lanjun - Ruipu Lanjun's Powtrix® battery cabin was tested in June 2025 under CSA TS-800 extreme safety testing [18]. - The system endured approximately 14 hours of burning under severe conditions, demonstrating exceptional safety and reliability [18]. Group 8: Trina Storage - Trina's Elementa energy storage cabinet was tested in September 2024, following guidelines from the China Academy of Building Research [19]. - The test validated the effectiveness of the fire suppression systems and the overall safety of the energy storage design, with no signs of re-ignition after 24 hours [21].

Group 1 - The core focus of Kelu Electronics is on the power industry, particularly in the areas of electricity consumption, distribution, and energy storage, leveraging advanced measurement and intelligent measurement technologies to enhance data value and support industrial upgrades [2][3] - Kelu Electronics showcased innovative products at the 2025 China International Metrology Testing Technology and Equipment Expo, including high-precision standard meters and intelligent terminal solutions, emphasizing technological breakthroughs in performance and measurement techniques [1][2] - The company has developed a complete technology chain for high-precision measurement, focusing on smart detection and digital measurement, and has introduced a range of new products to meet the demands of the new power system [3] Group 2 - Kelu Electronics has a leading market share in China and is well-positioned to meet energy upgrade needs in overseas markets, including Europe, America, and Asia [2] - The company’s new generation of flexible calibration assembly line won the "Product Innovation Award" at the expo, highlighting its industry-leading intelligent level and application value [2] - Kelu Electronics aims to become a world-class energy service provider, focusing on the development of smart grids and energy storage solutions to support the construction of new power systems [3]

证券代码：002121 证券简称：科陆电子 公告编号：2025037 深圳市科陆电子科技股份有限公司 第九届监事会第十五次（临时）会议决议的公告 本公司及监事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 深圳市科陆电子科技股份有限公司（以下简称"公司"）第九届监事会第十五 次（临时）会议通知已于 2025 年 5 月 6 日以即时通讯工具、电子邮件或书面等方 式送达各位监事，会议于 2025 年 5 月 12 日以通讯表决方式召开。本次会议应参 加表决的监事 3 名，实际参加表决的监事 3 名。本次会议的召集、召开和表决程 序符合《中华人民共和国公司法》和《公司章程》等的有关规定。 与会监事经过讨论，审议通过了以下议案： 一、审议通过了《关于签订＜商标许可协议＞暨关联交易的议案》。 经审核，监事会认为：公司与控股股东美的集团股份有限公司签署《商标许 可协议》，是基于公司业务发展的需要，有利于提升公司产品的品牌形象，符合 公司和全体股东的利益。本次关联交易价格经双方友好协商确定，交易价格合理， 不存在损害公司、全体股东、特别是中小股东利益情形。 具体详见刊登在 2025 ...

证券代码：002121 证券简称：科陆电子 公告编号：2025038 深圳市科陆电子科技股份有限公司 关于签订《商标许可协议》暨关联交易的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、关联交易概述 公司类型：股份有限公司（上市、自然人投资或控股） 注册资本：人民币765,567.3083万元 成立日期：2000年4月7日 深圳市科陆电子科技股份有限公司（以下简称"公司"）拟与控股股东美的 集团股份有限公司（以下简称"美的集团"）签订《商标许可协议》，美的集团 允许公司的被许可产品在被许可地域使用美的集团的被许可商标，许可期限三年， 公司按被许可产品在被许可区域内的（不含税）销售收入的0.6%向美的集团支付 许可费。 美的集团为公司控股股东，根据《深圳证券交易所股票上市规则》的相关规 定，美的集团为公司关联方，本次交易构成关联交易。 公司独立董事专门会议 2025 年第三次会议审议通过了《关于签订＜商标许可 协议＞暨关联交易的议案》，全体独立董事一致同意将该议案提交董事会审议。 公司于 2025 年 5 月 12 日召开的第九届董事会第十八次（临时） ...

一、审议通过了《关于签订＜商标许可协议＞暨关联交易的议案》。 证券代码：002121 证券简称：科陆电子 公告编号：2025036 深圳市科陆电子科技股份有限公司 第九届董事会第十八次（临时）会议决议的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 深圳市科陆电子科技股份有限公司（以下简称"公司"）第九届董事会第十 八次（临时）会议通知已于 2025 年 4 月 30 日以即时通讯工具、电子邮件及书面 等方式送达各位董事，会议于 2025 年 5 月 12 日以通讯表决方式召开。本次会议 应参加表决的董事 9 名，实际参加表决的董事 9 名。本次会议的召集、召开和表 决程序符合《中华人民共和国公司法》和《公司章程》的有关规定。 与会董事经过讨论，审议通过了以下议案： 董事会 二〇二五年五月十二日 本议案已经公司独立董事专门会议 2025 年第三次会议审议，全体独立董事 同意将该议案提交董事会审议。 具体详见刊登在 2025 年 5 月 13 日《证券时报》、《中国证券报》、《证券日 报》、《上海证券报》及巨潮资讯网（www.cninfo.com.cn）上 ...