人民财讯12月11日电，南都电源（300068）12月11日公告，公司于近日收到公司控股股东杭州南都电源 有限公司、上海益都实业有限公司、上海南都集团有限公司通知，获悉其正在筹划控制权变更、促进再 生铅板块股权出售的相关事宜。公司股票自12月12日开市起停牌，预计停牌时间不超过2个交易日。 ...

南都电源(300068.SZ)公告称，公司控股股东杭州南都电源有限公司、上海益都实业有限公司、上海南 都集团有限公司正在筹划公司控制权变更相关事宜，可能导致公司控股股东及实际控制人发生变更。为 保证公平信息披露，避免公司股价异常波动，经公司向深圳证券交易所申请，公司股票自2025年12月12 日开市起停牌，预计停牌时间不超过2个交易日。本次交易事项尚处于筹划阶段，存在不确定性。停牌 期间，公司将根据相关事项进展情况及时履行信息披露义务。 ...

证券代码：300068 证券简称：南都电源 公告编号：2025-056 浙江南都电源动力股份有限公司 关于筹划控制权变更的停牌公告 鉴于上述事项尚存在重大不确定性，为保证公平信息披露，维护投资者利益， 避免公司股价异常波动，根据《深圳证券交易所创业板股票上市规则》及《深圳 证券交易所上市公司自律监管指引第 6 号——停复牌》的相关规定，经公司向深 圳证券交易所申请，公司股票（股票简称：南都电源，股票代码：300068）自 2025 年 12 月 12 日（星期五）开市起停牌，预计停牌时间不超过 2 个交易日。 停牌期间，公司将根据相关事项进展情况，严格按照法律法规的有关规定及 时履行信息披露义务。待上述事项确定后，公司将及时发布相关公告并申请复牌。 公司所有信息以公司在中国证监会创业板指定信息披露网站巨潮资讯网 （www.cninfo.com.cn）和公司指定信息披露媒体刊登的公告为准，敬请广大投 资者理性投资，注意投资风险。 特此公告。 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 重要内容提示： 1、浙江南都电源动力股份有限公司（以下简称"公司"）控股股东杭州 ...

Core Viewpoint - The energy storage sector in the A-share market is experiencing significant growth, with multiple stocks showing strong performance and attracting market attention [1]. Group 1: Market Performance - The energy storage concept stocks have seen a robust rise, with several stocks hitting the daily limit up, including China Tianying (000035.SZ), Hancable (002498.SZ), and Zhongli Group (002309.SZ) [1]. - Nandu Power (300068.SZ) recorded a remarkable increase of 13.84%, while other stocks like Guoji Heavy Industry (601399.SH) and Suwen Electric (300982.SZ) also performed well, with gains exceeding 6% [1][2]. Group 2: Industry Trends - The energy storage industry is at a critical economic turning point, with improving electricity prices, subsidies, and consumption issues leading to enhanced investment returns [3]. - A report from GGII predicts explosive growth in the global AIDC energy storage market, with lithium battery shipments expected to exceed 300 GWh by 2030, which is 20 times the 15 GWh forecast for 2025 [3]. Group 3: Technological Innovations - Technological innovation is identified as the core driver for the sustainable development of the energy storage industry, with advancements in sodium-ion batteries and solid-state batteries being pursued [4]. - The integration of digital technologies and AI in energy storage management is becoming a trend to optimize operational efficiency [4]. Group 4: Investment Outlook - Institutional investors are generally optimistic about the long-term prospects of the energy storage industry, driven by sustained demand growth and significant project volumes in major markets [4][5]. - The energy storage sector is entering a golden development period, supported by policy backing, market demand, and technological advancements [5].

Core Viewpoint - The A-share market for energy storage concept stocks has shown significant strength, with various companies experiencing substantial gains, indicating a positive outlook for the energy storage sector driven by ongoing demand and market developments [1]. Group 1: Market Performance - On December 11, energy storage concept stocks collectively surged, with notable gains including Nandu Power rising over 12%, Shenghui Technology over 10%, and several others reaching the daily limit of 10% [1]. - Key stocks and their performance include: - Nandu Power: +12.18%, Market Cap: 17 billion - Shenghui Technology: +10.67%, Market Cap: 4.179 billion - China Tianying: +10.09%, Market Cap: 14.6 billion - Hancable: +10.03%, Market Cap: 13.5 billion - Jinchuan Group: +9.98%, Market Cap: 11.1 billion - Goldwind Technology: +9.97%, Market Cap: 71.7 billion - Zhongli Group: +9.97%, Market Cap: 10.9 billion - Galaxy Electronics: +7.68%, Market Cap: 7.581 billion - Dongfang Electric: +6.41%, Market Cap: 78.1 billion - Guoji Heavy Industry: +6.12%, Market Cap: 36.3 billion [2]. Group 2: Industry Outlook - According to CICC, the demand for the energy storage industry is expected to remain robust through 2026 due to several factors: 1. The ongoing global energy transition, which increases the reliance on energy storage and grid infrastructure as the share of wind and solar installations rises, alongside the anticipated growth of AI-related energy storage projects [1]. 2. Significant tendering and project planning in major markets such as China, the U.S., and Europe, along with emerging demand in regions like the Middle East, India, Australia, and Chile [1]. 3. Continued strong demand for household and commercial energy storage solutions, driven by persistent electricity shortages in emerging markets [1].

Core Viewpoint - The A-share market's energy storage concept stocks have collectively strengthened, indicating a positive outlook for the energy storage industry driven by ongoing global energy transition trends and strong demand in various markets [1]. Industry Summary - The energy storage sector is expected to maintain high demand through 2026 due to several factors: 1. Continuous global energy transition trends necessitating grid and energy storage construction as the share of wind and solar installations increases, alongside the anticipated rise in AI-related energy storage projects [1]. 2. Significant tendering and planned projects in major markets including China, the U.S., and Europe, as well as emerging demand in the Middle East, India, Australia, and Chile [1]. 3. Strong demand for household and industrial energy storage solutions, with persistent electricity shortages in emerging markets [1]. Company Performance - Notable stock performances in the energy storage sector include: - Nandu Power (南都电源) increased by 12.18%, with a market cap of 17 billion and a year-to-date increase of 17.53% [2]. - Shenghui Technology (昇辉科技) rose by 10.67%, with a market cap of 4.179 billion and a year-to-date increase of 21.39% [2]. - China Tianying (中国天楹) saw a 10.09% increase, with a market cap of 14.6 billion and a year-to-date increase of 26.33% [2]. - Other companies such as Hancable (汉缆股份), Jinchuan Group (今创集团), and Goldwind Technology (金风科技) also experienced significant gains, with increases ranging from approximately 5% to nearly 10% [2].

Core Insights - Sunrise New Energy Co., Ltd. has signed a supply agreement with Anhui Narada Huatuo New Energy Technology Co., Ltd. to deliver 246 tons of graphite anode materials this month, with an expected total annual supply of 3,000 tons [1][3] - This agreement signifies Sunrise's entry into the telecom tower backup power market, expanding the application of its anode materials in the communication energy sector [1][3] - The demand for high-performance lithium-based backup systems is anticipated to rise due to the acceleration of 5G network deployment, presenting long-term growth potential for Sunrise [3] Company Overview - Sunrise New Energy Co., Ltd. is headquartered in Zibo, Shandong Province, China, and is engaged in the manufacturing and sale of graphite anode material for lithium-ion batteries [5] - The company operates a manufacturing facility in Guizhou Province with a production capacity of 50,000 tons, utilizing inexpensive electricity from renewable sources, positioning itself as a low-cost and environmentally friendly producer [5] - The management team of Sunrise comprises experts with extensive experience and a strong track record in the graphite anode industry [5] Market Position - Anhui Narada Huatuo New Energy Technology, a key business unit of Narada Power, holds a strong market position in the energy storage and backup power industry, particularly in telecom tower backup systems and large-scale energy storage stations [2] - The collaboration with Narada Power enhances the credibility of Sunrise's graphite anode materials in critical backup power applications [3] - The company plans to enhance product performance, expand production capabilities, and broaden the application of its anode materials across various sectors, facilitating market expansion both domestically and internationally [4]

Core Viewpoint - The photovoltaic and energy storage industry is experiencing a decline in production and demand, with domestic and international markets showing signs of weakness, leading to adjustments in production plans and pricing strategies [1][2]. Production - Photovoltaic module production in November 2025 decreased by 2.43% compared to October, with domestic installation progress in December falling short of expectations, leading to increased inventory levels [1][2]. - In December 2025, the production forecast for China's market of power, storage, and consumer batteries is 220 GWh, a 5.3% increase month-on-month, with energy storage batteries accounting for approximately 35.3% of this production [2]. Pricing - As of December 3, 2025, the price of polysilicon remained stable at 52.00 CNY/kg, while the average price of 183N monocrystalline silicon wafers decreased slightly to 1.18 CNY/piece [3]. - The average bid price for lithium iron phosphate battery storage systems in October 2025 was 0.5547 CNY/Wh, reflecting a 10% increase month-on-month [3]. Demand - In October 2025, the export value of photovoltaic modules was approximately 2.258 billion USD, a year-on-year increase of 4.39% but a month-on-month decrease of 19.34% [4]. - Domestic photovoltaic installations in October 2025 reached 12.6 GW, a month-on-month increase of 30.4%, while cumulative installations for the year totaled 252.87 GW, a year-on-year increase of 39.5% [4]. Investment Recommendations - The report suggests focusing on companies related to photovoltaic and energy storage sectors, recommending stocks such as Sungrow Power Supply (300274.SZ), Narada Power Source (300068.SZ), and others [5].

证券日报网讯 12月8日晚间，南都电源发布公告称，公司于近日完成了工商变更登记手续，并取得了浙 江省市场监督管理局换发的《营业执照》。变更后的注册资本为捌亿玖仟捌佰叁拾陆万柒仟贰佰玖拾玖 元。 （文章来源：证券日报） ...

Investment Rating - The industry is rated as "Strongly Outperforming the Market" [2][36]. Core Viewpoints - The report highlights a decline in domestic photovoltaic module production in November, while the demand for energy storage remains robust [2][5]. - The production forecast for December indicates a 5.3% month-on-month increase in battery production, with energy storage cells accounting for approximately 35.3% of the total [2][12]. - The report suggests focusing on companies related to photovoltaic and energy storage sectors, recommending specific stocks such as Sunshine Power, Nandu Power, and others [2][36]. Summary by Sections Production - In November 2025, the overall production of photovoltaic modules decreased by 2.43% compared to October [2][5]. - The forecast for December indicates a total production of 220 GWh for the Chinese market, with a month-on-month growth of 5.3% [2][12]. Prices - As of December 3, 2025, the price of polysilicon remained stable at 52.00 CNY/kg, while the average price of 183N monocrystalline silicon wafers decreased slightly to 1.18 CNY/piece [2][12]. - The average bid price for lithium iron phosphate battery energy storage systems in October was 0.5547 CNY/Wh, reflecting a 10% month-on-month increase [2][20]. Domestic Demand - In October 2025, the domestic photovoltaic installation capacity increased by 30.4% month-on-month, totaling 12.6 GW, while the cumulative installation for the year reached 252.87 GW, a 39.5% year-on-year increase [2][22]. - The energy storage sector saw a significant increase in new tender projects, with a year-on-year growth of 85% [2][28]. Overseas Demand - In October 2025, the export value of photovoltaic modules was approximately 2.258 billion USD, showing a year-on-year increase of 4.39% [2][32]. - The report notes a significant growth potential in emerging markets, particularly in Australia, where inverter exports have seen a substantial increase [2][34].