近期，港交所信息显示，亿纬锂能此前提交的港股招股书已满6个月失效。对此，亿纬锂能在深交所互 动易回应称，根据香港监管政策，香港联交所的A1版招股书有效期为6个月，到期后需更新财务数据及 其他信息，其后重新递交。由于目前市场环境下港股上市流程从首次递交A1招股书后计普遍超过6个 月，因此重新递交属于正常流程。亿纬锂能表示，将按照香港联交所上市规则尽快安排重新递交上市申 请文件，对公司整体港股IPO进程无重大影响。 ...

据港交所1月2日披露，惠州亿纬锂能（300014）股份有限公司(300014.SZ)向港交所主板递交上市申请，中信证券为其独家保荐人。该公司曾于2025年6月30 日向港交所递交过上市申请。 公司简介 据招股书，亿纬锂能是全球极少数在消费电池、动力电池以及储能电池领域均全球领先、能够服务社会经济全场景应用的锂电池平台企业之一。亿纬锂能在 消费电池、动力电池、储能电池三大业务领域均取得领先地位，建立起覆盖材料、电芯、BMS、系统的全体系研发平台，产品广泛应用于智能生活、绿色 交通、能源转型等领域。 截至最后实际可行日期，亿纬锂能依托以"全球制造、全球合作、全球服务"为核心的全球化发展战略，目前在全球有八个生产基地以及两个在建生产基地， 销售公司及办公室覆盖七个国家及地区，售后服务网点覆盖24个国家及地区。 亿纬锂能在消费电池、动力电池、储能电池领域均具有强劲竞争力，取得了诸多令人瞩目的成就-按出货量计，该公司在过去三年取得了比行业更快的增 长。消费电池是万物互联的重要环节。亿纬锂能在消费电池领域全球领先，且在全球消费电池制造商中名列第三(按2024年出货量计)，市场份额为11.7%。 储能电池是新能源时代下创建 ...

智通财经APP获悉，据港交所1月2日披露，惠州亿纬锂能股份有限公司(300014.SZ)向港交所主板递交上市申请，中信证券为其独家保荐人。该公司曾于2025 年6月30日向港交所递交过上市申请。 财务资料 | | | 截至12月31日止年度 | | 截至9月30日止九個月 | | | --- | --- | --- | --- | --- | --- | | | 2022年 | 2023年 | 2024年 | 2024年 | 2025年 | | | | | (人民幣千元) | | | | | | | | (未經審計) | | | 收入 | 36,303,948 | 48,783,587 | 48,614,557 | 34,049,277 | 45,001,518 | | 銷售成本 | (30,518,110) | (40,664,274) | (40,149,208) | (28,249,638) | (37,821,584) | | 毛利 | 5,785,838 | 8,119,313 | 8.465,349 | 5,799,639 | 7,179,934 | | 其他收入 . | 1,096,387 | ...

Core Insights - The aircraft energy storage system is a critical component for multi-electric and fully electric aircraft, integrating energy storage media, power conversion, control management, and safety protection to efficiently store and release energy as needed [1][2][3] - China is prioritizing the development of aircraft energy storage systems, implementing various policies to support technological research, airworthiness certification, and industrialization goals, laying a foundation for overcoming airworthiness barriers and accelerating commercialization [1][8] - The industry is experiencing rapid transformation, with a market characterized by chemical energy storage dominance and diverse technological supplements, including solid-state and hydrogen fuel cells as key technological directions [1][12] Industry Overview - The aircraft energy storage system integrates energy storage media, power conversion, control management, and safety protection, providing stable power supply for critical systems during various flight phases [2][3] - The system's core functions include emergency power supply, auxiliary power during high-demand phases, energy recovery capabilities, and stabilization of power grid fluctuations [3][4] Policy Support - China has introduced multiple policies to support the aircraft energy storage system industry, including the "Green Aviation Manufacturing Development Outline (2023-2035)" and "General Aviation Equipment Innovation Application Implementation Plan (2024-2030)" [7][8] - These policies focus on technological research subsidies, airworthiness certification, and expanding demonstration application scenarios, clearly defining core technology development directions and industrialization goals [7][8] Industry Chain - The industry chain is closely linked, with upstream focusing on core equipment and material supply, midstream on system integration and solutions, and downstream covering diverse application scenarios [8][9] - Key components include lithium-ion batteries, hydrogen fuel cells, and energy management systems, with battery costs being the largest component of the industry chain value [8][10] Current Market Dynamics - The market for aircraft energy storage systems is expected to grow rapidly, with projections indicating a market size exceeding 30 billion yuan by 2030 [1][12][14] - The low-altitude economy is a strategic emerging industry in China, driving demand for aircraft energy storage systems, particularly in eVTOL and industrial drone applications [12][13] Key Players - Major companies in the aircraft energy storage system industry include CATL, BYD, and Zhongxin Innovation, with a market share concentration among the top three companies exceeding 50% [14][15] - These companies are focusing on high energy density batteries and hybrid storage solutions, with significant advancements in energy density and system integration capabilities [15][16] Future Trends - The industry is expected to see three core development trends: diversification of technology routes, deepening of industry chain collaboration, and precise adaptation to market demands driven by the low-altitude economy [16][17][19] - Future technological advancements will focus on optimizing mainstream lithium batteries and developing solid-state and hydrogen fuel cells, while hybrid storage systems will become more prevalent [16][17] - The market structure will evolve from emergency backup systems to include core power and auxiliary control systems, driven by diverse application scenarios [19]

本文源自：智通财经网 智通财经获悉，据港交所1月2日披露，惠州亿纬锂能股份有限公司(300014.SZ)向港交所主板递交上市 申请，中信证券为其独家保荐人。该公司曾于2025年6月30日向港交所递交过上市申请。据招股书，亿 纬锂能是全球极少数在消费电池、动力电池以及储能电池领域均全球领先、能够服务社会经济全场景应 用的锂电池平台企业之一。亿纬锂能在消费电池、动力电池、储能电池三大业务领域均取得领先地位， 建立起覆盖材料、电芯、BMS、系统的全体系研发平台，产品广泛应用于智能生活、绿色交通、能源 转型等领域。 ...

| [編纂]的[編纂]數目 : [編纂]股H股(視乎[編纂] | | | --- | --- | | 行使情況而定） | | | [編纂]數目 「編纂]股H股(可予重新分配) | . | | [編纂]數目 「編纂」股H股(可予重新分配及 | .. | | 視乎「編纂」行使與否而定） | | | 最高[編纂] 每股H股[編纂]港元,另加1.05 | … | | 經紀佣金 · 0.0027%證監會す | | | 徵費、0.00015%會財局交易 | | | 0.00565%聯交所交易費(須) | | | 時以港元繳足,多繳股款可- | | | 面值 每股H股人民幣1.00元 | . | | [編纂] : [編纂] | | | 獨家保薦人 ·[編纂] | | 据港交所1月2日披露，惠州亿纬锂能股份有限公司(300014.SZ)向港交所主板递交上市申请，中信证券为其独家保荐人。该公司曾于2025年6月30日向港交所 递交过上市申请。据招股书，亿纬锂能是全球极少数在消费电池、动力电池以及储能电池领域均全球领先、能够服务社会经济全场景应用的锂电池平台企业 之一。亿纬锂能在消费电池、动力电池、储能电池三大业务领域均取得领先 ...

Core Insights - The rapid expansion of AI data centers, combined with the "anti-involution" trend, is expected to create new opportunities in the renewable energy sector by 2026 [1] Group 1: Policy and Regulatory Developments - The National Development and Reform Commission and the National Energy Administration aim for renewable energy generation to account for approximately 30% of total power generation by 2030 [2] - By 2035, a new type of power grid platform will be established, enhancing the optimization of power resources and supporting the stable operation of the power system [2] Group 2: Market Growth and Trends - The "14th Five-Year Plan" indicates that non-fossil energy will gradually become the main energy supply, marking a significant transformation in the energy supply structure [3] - The global demand for electricity is expected to expand exponentially due to the booming AI data centers and the acceleration of global electrification [3] Group 3: Investment Opportunities - A report from Citigroup highlights that transformer and large-scale energy storage systems (ESS) may become critical bottleneck assets in supporting the expansion of AI data centers [3] - Various institutions have released strategies for 2026, expressing optimism for the renewable energy sector, particularly in upstream materials like graphite anode materials and lithium hexafluorophosphate [3] Group 4: High-Growth Stocks - A total of 64 stocks in the renewable energy sector are projected to have a net profit growth rate exceeding 20% in both 2026 and 2027 [5] - Among these, 31 stocks have an upside potential of over 20% based on the comparison of their closing prices on December 31, 2025, with the target prices predicted by institutions [5] Group 5: Specific Stock Insights - EVE Energy is expected to have a price increase potential of 52.4%, driven by the launch of a new cylindrical battery project and improvements in profitability through energy storage and solid-state batteries [7] - Igor's stock has a potential increase of 49.58%, benefiting from the scaling of overseas production and new growth opportunities in the data center sector [7] - The rolling P/E ratio for Satellite Chemical is the lowest at 9.71, with ongoing development of immersion liquid cooling solutions for various applications [8][9]

| : [編纂]股H股(視乎[編纂] [編纂]的[編纂]數目 | | --- | | 行使情況而定） | | [編纂]數目 .. 「編纂]股H股(可予重新分配) | | [編纂]數目 .. 「編纂」股H股(可予重新分配及 | | 視乎「編纂」行使與否而定） | | ู้ 最高 編纂] 每股H股[編纂]港元,另加1.09 | | 經紀佣金 · 0.0027％ 證監會す | | 徵費、0.00015%會財局交易 | | 0.00565%聯交所交易費(須) | | 時以港元繳足,多繳股款可- | | 面值 . 每股H股人民幣1.00元 | | [編纂] : [編纂] | | 獨家保薦人·[編纂] | 智通财经APP获悉，据港交所1月2日披露，惠州亿纬锂能股份有限公司(300014.SZ)向港交所主板递交上市申请，中信证券为其独家保荐人。该公司曾于2025 年6月30日向港交所递交过上市申请。据招股书，亿纬锂能是全球极少数在消费电池、动力电池以及储能电池领域均全球领先、能够服务社会经济全场景应 用的锂电池平台企业之一。亿纬锂能在消费电池、动力电池、储能电池三大业务领域均取得领先地位，建立起覆盖材料、电芯、BMS、系统 ...

| 「編纂】的「編纂」數目 ： [編纂]股H股(視乎[編纂] | | --- | | 行使情況而定） | | [編纂]數目 「編纂]股H股(可予重新分配) | | [編纂]數目 .. 「編纂」股H股(可予重新分配及 | | 視乎「編纂」行使與否而定） | | ·· 最高[編纂] 每股H股[編纂]港元,另加1.05 | | 經紀佣金 · 0.0027%證監會す | | 徵費、0.00015%會財局交易 | | 0.00565%聯交所交易費(須) | | 時以港元繳足,多繳股款可- | | 面值 每股H股人民幣1.00元 | | [編纂] : [編纂] | | 獨家保薦人 ·[編纂] | 据港交所1月2日披露，惠州亿纬锂能（300014）股份有限公司(300014.SZ)向港交所主板递交上市申请，中信证券为其独家保荐人。该公司曾于2025年6月30 日向港交所递交过上市申请。据招股书，亿纬锂能是全球极少数在消费电池、动力电池以及储能电池领域均全球领先、能够服务社会经济全场景应用的锂电 池平台企业之一。亿纬锂能在消费电池、动力电池、储能电池三大业务领域均取得领先地位，建立起覆盖材料、电芯、BMS、系统的全体系研发平 ...

钠电产业化"守夜"三年，巨头们此轮更加实质性的布局，是否将敲响拂晓之钟 ？ 这个答案，可能 藏在钠电会在哪个应用场景更快实现规模化商业落地。 现阶段，锂电巨头们给出的较为清晰的路径分别为 AIDC 与动力市场。 具体来看，海辰储能与亿纬锂能都公布了钠电在 AIDC 场景的应用方案，并着手建设相关产能； 宁德时代则选择在换电、乘用车、商用车等动力领域布局，并率先发布了钠离子商用车启停与乘用 车动力产品。 摘要 作为钠电池的定义者和产业拓荒者，中国企业或将改写世界能源体系。 几乎在同一个月内，海辰储能、亿纬锂能、宁德时代三大锂电巨头在十四五收官之际，相继落笔了 钠电商业化蓝图与野心。 巨头们纷纷涌入，不仅是对钠电技术与市场的重塑与定义，更是将钠电抬上了叙事更宏大、需求更 广阔的新能源大舞台。 其背后，与未来庞大的电力市场与全场景电动化对多元材料、多元形态电池需求有关。 而钠电池 在差异化性能、远期成本、原材料供应稳定等优势上，不仅成为锂电池的有效补充，并逐步打开了 独立市场。 一是 ，锂电池主材集体涨价，并以碳酸锂涨价为主要焦点，但走势并稳定。其 12 月 26 日的期 货价格突破 13 万元 / 吨，又在 29 ...