在券商的研报中，这项政策的影响被概括为引导行业从"成本优先"到"价值创造"转变，是众多储能厂商 挣脱亏损的转折点。当然，现实情况更为复杂。 这个春天，张尧的大半时间都在频繁出差的路上。作为国内一家中型规模储能厂商的相关业务负责人， 参加完上个月在杭州举行的第十五届中国国际储能大会后，他又马不停蹄地拜访了长三角和京津冀的十 多家客户。 "储能行业的虚火和泡沫正在快速消退，现在大家都回归到了非常理性的市场逻辑。现在客户买不买， 完全取决于储能能为他创造多少价值。"张尧表示。 多位行业人士告诉第一财经记者，部分储能厂商和供应链企业的"消费降级"，一定程度上是前期低价竞 争累积的亏损压力，叠加近期大储市场短期观望的结果。 "政策调整后，储能不再作为新能源建设的必要条件，而是由投资方结合实际需求进行配置规划。目前 各地电网接纳风光容量基本上达到上限，新能源全面入市后的收益不确定性增大，项目投资和开发速度 减缓。同时，考虑储能投资成本高及成本回收不确定等因素，新能源发电侧的配储缺乏主动性，因此普 遍进入观望状态，短期市场需求减少。"针对近期储能市场表现冷淡，中国化学与物理电源行业协会储 能应用分会秘书长刘勇对第一财经记者 ...

宁德时代、亿纬锂能、海辰储能、比亚迪、远景动力、瑞浦兰钧、国轩高科、楚能新能源、中创新航、鹏辉能源、赣锋锂电 、 LG 新能源、 三星 SDI 、中天储能、 南都电源、天合储能、海四达、昆宇电源、欣旺达、力神电池、天弋能源、德赛电池、松下、派能科技、新能安、双 登、多氟多、海基新能源、珠海冠宇和豪鹏科技。 竞争格局变化： 宁德时代继续蝉联第一，但是与第二名份额差距缩小，亿纬锂能首次进入第二， 日韩 电池企业份额明显下降，三星 SDI 、 LG 新能源的排名首次跌出前 10 ，中国企业份额大幅度上升。全球储能锂电池 TOP10 企业均为中国企业。其中亿纬锂能、海辰储能、远景 动力、国轩高科、楚能新能源、中创新航、赣锋锂电、海四达、昆宇电源、多氟多、天弋能源等企业排名上升，珠海冠宇、豪鹏科技首次进入 榜单。 近日，全球新能源产业研究机构 -- 起点研究院（ SPIR ）发布了《 2025 全球储能锂电池 行业白皮书》， SPIR 数据显示， 2024 年全球 储能锂电池电芯出货量为 435.8Gwh ，同比增长 81% 。 2024 年全球储能锂电池出货量 CR5 为 53.5% ，相比 2023 年下降 5% ...

证券代码：300068 证券简称：南都电源 公告编号：2025-016 浙江南都电源动力股份有限公司 关于闲置募集资金暂时补充流动资金提前归还的公告 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。 浙江南都电源动力股份有限公司（以下简称"公司"）于 2024 年 9 月 9 日 召开第八届董事会第三十三次会议、第七届监事会第二十四次会议，会议审议 通过了《关于使用部分闲置募集资金暂时补充流动资金的议案》，同意公司使用 部分闲置募集资金总额不超过 11,900 万元暂时补充流动资金，使用期限自董事 会审议通过之日起不超过十二个月，到期前将归还至募集资金专户。具体内容 详 见 刊 载 于 中 国 证 监 会 指 定 创 业 板 信 息 披 露 网 站 巨 潮 资 讯 网 （http://www.cninfo.com.cn/）的《关于继续使用部分闲置募集资金暂时补充 流动资金的公告》（公告编号：2024-093）。 截至本公告披露日，根据募集资金使用进展及公司流动资金需求情况，公司 已经将上述用于暂时补充流动资金的闲置募集资金 11,900 万元全部提前归还并 转入 ...

责任编辑：杨晨雨 【强信心 看发展 招商引资拼落地】 "项目建成投产，我们只用了8个月" ——酒泉南都电源储能电池制造基地见闻 新甘肃·甘肃日报记者 宋振峰 王占东 董文龙 吴东泽 新甘肃·每日甘肃网记者 景永鹏 "我们的酒泉项目，建成投产仅用了8个月时间，创造了一个'酒泉速度'。"4月14日，酒泉南都电源有限公司总经理李景康对记者说。 不仅是项目建设速度快，南都电源在酒泉生产也是快马加鞭。 "现在，我们一天要制造上万只电芯及系统集成产品，相关产品覆盖西北市场，远销海外。"李景康满是自豪。 酒泉南都电源是上市公司浙江南都电源动力股份有限公司的全资子公司。 从杭州到酒泉，跨越千里的落地生根、开花结果，离不开酒泉市委、市政府的持续努力。 2023年4月初，酒泉市专门派出招商小分队，前往浙江南都电源考察。 酒泉的诚意，让南都电源惊喜连连—— 酒泉，"风光"无限，拥有完整的新能源产业链，与南都电源开拓储能市场的愿景高度契合； 酒泉，交通便利，地处甘肃、青海、新疆、内蒙古新能源市场中间区位； 酒泉，生产新能源电池所用的电力、蒸汽等能耗成本，比在东南沿海节省四成以上； …… 千里姻缘，一线牵定。 2023年7月5日，浙江 ...

Core Viewpoint - The 13th International Energy Storage Summit and Exhibition (ESIE 2025) has commenced in Beijing, showcasing hundreds of energy storage companies and their innovative products. Group 1: Product Highlights - Jingkong Energy showcased the liquid-cooled OmniCube-L261 and OmniCube-L418 energy storage systems, featuring modular design that saves 30% in footprint [3] - Ronghe Yuanshu presented the "AI+" intelligent trading and VPP operation platform, enhancing operational efficiency through automated market predictions and strategy adjustments [9] - New Energy An launched the UniC AG300-150 commercial energy storage system, achieving 15,000 cycles at 25°C with a SOH ≥ 70% [12][14] - Nandu Power introduced the CENTERLMAX 8.338MWh liquid-cooled energy storage system, supporting flexible configurations and achieving 96% efficiency [17] - Faraday Power displayed the 530Ah energy cell, capable of over 1.6 kWh per cell with a cycle life of 12,000 times [21] - Haichen Energy unveiled the ∞Cell 587Ah battery with 94.5% efficiency and over 10,000 cycles [22] - Chuangneng New Energy presented the new generation 472Ah energy cell and CORNEX M6 energy storage system, with a nominal energy exceeding 1510.4Wh [26] Group 2: Industry Trends - The trend towards larger capacity energy cells (500Ah+) is evident, with companies focusing on high power and efficiency to match these cells [4] - AI-driven solutions and intelligent trading capabilities are becoming focal points for commercial energy storage products [4] - The introduction of integrated solar-storage solutions is on the rise, indicating a shift towards comprehensive energy management systems [4] Group 3: Technological Innovations - Companies are increasingly adopting modular designs and advanced cooling technologies to enhance system efficiency and safety [3][8] - The use of AI and data analytics in energy management systems is being emphasized to optimize operational performance and reduce costs [9][49] - New safety features and predictive maintenance capabilities are being integrated into energy storage systems to enhance reliability and lifespan [86][89]

Group 1: Battery Industry Developments - CATL plans to advance its listing in Hong Kong this quarter despite expected market volatility due to trade tensions, with details such as fundraising amounts still to be finalized [2] - Nandu Power recently showcased its 30Ah all-solid-state battery, which features a high nickel ternary positive electrode and silicon-carbon negative electrode, achieving an energy density of 350Wh/kg and maintaining over 92% capacity after 500 charge-discharge cycles [3] - The first batch of energy efficiency grading results for pure electric passenger vehicles was released, covering 12 mainstream models, with 8 domestic and 3 joint venture models receiving "一级能效" ratings [4] Group 2: Material and Investment Adjustments - Rongbai Technology announced a reduction in its planned annual production capacity for its lithium battery materials project from 60,000 tons to 30,000 tons, with the first phase already completed [4] - Jinpu Titanium Industry announced the termination of its investment in a 200,000-ton lithium iron phosphate project due to the current financial status of its subsidiary and the project's postponement [6] Group 3: International Developments - ICL announced the opening of the first lithium iron phosphate battery material pilot production base in the U.S., located in St. Louis, Missouri, with an investment of $20 million and a pilot manufacturing capacity of 1-ton level [9]

Core Viewpoint - Nandu Power has launched the world's first 30Ah all-solid-state battery with an energy density of 350Wh/kg, utilizing innovative technologies to reduce costs and enhance performance, positioning itself as a strong competitor in the solid-state battery market [1][12]. Group 1: Technology Innovations - The core technology of Nandu Power's solid-state battery lies in the "sandwich electrolyte" design, which reduces interfacial resistance by 30% and maintains 80% capacity after 2000 cycles, equating to five years of daily use [1]. - The "dry electrode" process eliminates the need for solvents, increasing production efficiency by 20% and reducing costs by 15% [2]. - The production line achieves a cost of 0.8 yuan per kWh, which is half the cost of competitors like CATL [3]. Group 2: Market Strategy - Nandu Power focuses on niche markets such as drones and low-altitude aircraft, rather than competing directly in the electric vehicle sector [6]. - Their solid-state batteries significantly enhance drone performance, increasing range from 120 km to 200 km and maintaining functionality in extreme cold [6]. - In the energy storage sector, they offer a 783Ah storage cell that can store 2.5 kWh and maintain 95% capacity after 15,000 cycles, effectively doubling the lifespan compared to competitors [7][8]. Group 3: Material and Production Efficiency - Nandu Power reduces costs by substituting expensive materials, using silicon-carbon anodes to cut anode costs by 40% and lowering cobalt content in cathodes to 5% [9]. - The production equipment has been modified to reduce investment costs by 20% while achieving a 98% yield rate [11]. - The company has developed a roll-to-roll production machine in collaboration with Zhejiang University, which directly prints electrolyte films, eliminating the need for separators and liquid electrolytes [10]. Group 4: Competitive Landscape - Nandu Power's stock has surged by 200% in three months, prompting CATL to expand its sulfide electrolyte research team [12]. - Nandu Power holds 11 core patents related to solid-state battery technology, creating significant barriers for competitors [13]. - A major drone manufacturer has successfully tested Nandu Power's batteries, achieving a flight time increase from 45 minutes to 72 minutes, showcasing superior safety and performance [14]. Group 5: Strategic Partnerships and Market Potential - Nandu Power has formed a strategic agreement with Taiblue New Energy to develop hybrid electrolyte batteries targeting an energy density of 400Wh/kg by 2026 [18]. - The company has partnered with Lian De Equipment to develop the world's first dedicated production line for dry electrodes, significantly reducing equipment costs [19][20]. - Institutional investors have shown strong interest, with Hillhouse Capital investing 1.5 billion yuan, highlighting a gross margin of 29% for Nandu Power's solid-state batteries, which is 20 percentage points higher than traditional lithium batteries [22].

Core Viewpoint - The 2024 Annual China Energy Storage Enterprise Rankings were released at the 13th International Energy Storage Summit and Exhibition, highlighting the competitive landscape of energy storage companies in China and globally, with leading companies such as CATL, Sungrow, and others recognized for their performance [1][30]. Group 1: Global Market Rankings - In the global market for energy storage batteries (excluding backup batteries for base stations/data centers), the top ten Chinese companies by shipment volume in 2024 are CATL, EVE Energy, Hicharge, BYD, Ruipu Lanjun, Zhongxin Innovation, Envision, Chuangneng New Energy, Lishen, and Ganfeng Lithium [4][6]. - For backup batteries for base stations/data centers, the top five Chinese companies are Sungrow, Nandu Power, Guoxuan High-Tech, Kunyu Power, and Zhongxin Innovation [8][10]. Group 2: Domestic Market Rankings - In the domestic market for energy storage PCS (Power Conversion System), the top ten companies by shipment volume in 2024 are Kehua Data, Shangen Electric, Nanrui Jibao, Suying Electric, Sungrow, Huichuan Technology, CRRC Zhuzhou Electric, XJ Electric, Hezhong Electric, and Yingbo Electric [11][13]. - For energy storage system integration in the domestic market, the top ten companies by grid-connected installed capacity are CRRC Zhuzhou Institute, Haibo Technology, Sungrow, Electric Times, Envision, BYD, New Source Intelligent Storage, Goldwind Zero Carbon, Ronghe Yuanshu, and Cairi Energy [17][19]. - The top ten companies by shipment volume in the domestic market for energy storage systems are CRRC Zhuzhou Institute, Sungrow, Envision, Haibo Technology, New Source Intelligent Storage, Electric Times, Ronghe Yuanshu, Goldwind Zero Carbon, Jingkong Energy, and Cairi Energy [20][22]. Group 3: User-side Market Rankings - In the domestic user-side market for energy storage systems, the top ten companies by shipment volume in 2024 are Singularity Energy, Sungrow, Penghui Energy, Ronghe Yuanshu, Hongzheng Energy, Nanrui Jibao, Jingkong Energy, CRRC Zhuzhou Institute, Zhiguang Energy, and Huazhi Energy [27][29]. Group 4: Data Source and Methodology - The rankings are based on the shipment data and installed capacity of energy storage products from Chinese companies, compiled by the China Energy Storage Alliance (CNESA) through its global energy storage database, which has been recognized for its objectivity and authority in the industry [30][31].

截至公告披露日，朱保义先生及其一致行动人所持质押股份情况如下： 证券代码：300068 证券简称：南都电源 公告编号：2025-015 浙江南都电源动力股份有限公司 关于股东部分股份质押及解除质押的公告 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。 浙江南都电源动力股份有限公司（以下简称"公司"）于近日接到公司股 东朱保义先生的通知，获悉其对所持有的本公司部分股份办理了质押登记及解 除质押手续，具体内容如下： 一、股东股份本次质押及解除质押基本情况 注：朱保义先生本次质押中，606万股为流通股，其余412万股为高管锁定股。 二、股东股份累计质押情况 1、股份解除质押登记证明； 2、股份质押登记证明； 股东 名称 是否为控 股股东及 一致行动 人 本次质 押股数 （万 股） 占其所持 股份比例 占公司 总股本 比例 是否为 限售股 是否为 补充质 押 质押开 始日期 质押到 期日 质权人 用途 朱保义 否 1,018 18.1148% 1.1334% 见脚注 否 2025 年 4 月 2 日 2026 年 4 月 2 日 中信证券 股份有限 公司 支持非上 市 ...

证券代码：300068 证券简称：南都电源 公告编号：2025-014 浙江南都电源动力股份有限公司 关于开展融资租赁业务的公告 法定代表人：谢波 注册资本：250000万元人民币 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。 浙江南都电源动力股份有限公司（以下简称"公司"或"本公司"）于2025 年3月28日召开第八届董事会第三十九次会议，审议通过了《关于开展融资租赁 业务的议案》，现将有关情况公告如下： 一、本次交易的概述 为进一步盘活存量资产，拓宽融资渠道，优化融资结构，公司及子公司以部 分设备等资产与渝农商金融租赁有限责任公司（以下简称"渝农商金租"）、沣 融融资租赁（上海）有限公司（以下简称"沣融租赁"）开展融资租赁业务，融 资额度合计不超过人民币1.8亿元（含1.8亿元），期限不超过3年（含3年）。融 资租赁事项的相关租金及支付方式等具体内容以实际签订的协议为准。公司将为 子公司开展上述业务提供连带责任担保。董事会授权董事长或其指派的相关人员 在批准的额度内办理公司融资租赁业务相关的一切事宜。 公司与渝农商金租、沣融租赁无关联关系，以上交易不构成 ...