格隆汇12月19日丨鹏辉能源(300438.SZ)在投资者关系中表示，有被问到:公司小储产品客户主要有哪 些？ 答:行业主流的家储厂商基本都是我们客户，其中有固德威、德业、阳光、艾罗、麦田、三晶、古瑞瓦 特等。 ...

答:国内大部分是电芯产品，海外基本是系统。 格隆汇12月19日丨鹏辉能源(300438.SZ)在投资者关系中表示，有被问到:明年大储公司系统和电芯出货 的占比？ ...

格隆汇12月19日丨鹏辉能源(300438.SZ)在投资者关系中表示，有被问到:公司小储产品客户主要有哪 些？ 答:行业主流的家储厂商基本都是我们客户，其中有固德威、德业、阳光、艾罗、麦田、三晶、古瑞瓦 特等。 ...

格隆汇12月19日丨鹏辉能源(300438.SZ)在投资者关系中表示，有被问到:公司近期的产能规划如何？ 答:衢州基地二期厂房基本已经建好，计划明年新建587Ah电池产线。 ...

转自：证券时报 人民财讯12月18日电，企查查APP显示，近日，广州鹏辉智慧充电科技有限公司成立，法定代表人为郎 贇，经营范围包含：以自有资金从事投资活动；新能源汽车电附件销售；电池零配件销售；充电桩销 售；集中式快速充电站等。企查查股权穿透显示，该公司由鹏辉能源旗下广州市骥鑫汽车有限公司全资 持股。 ...

Core Insights - The energy storage industry is transitioning from simple scale and price competition to a multi-dimensional competition focusing on technological innovation, globalization, integrated layout, and capital strength [2][3]. Group 1: Industry Trends - A new generation of young leaders is emerging in the energy storage sector, characterized by their strategic execution and modern growth experiences, driving deep integration of industry, capital, and technological innovation [3]. - The "China Lithium Battery Annual Top Ten Young Leaders" selection aims to identify outstanding young leaders under 40 who are forward-thinking and innovative, contributing to the growth and market share of their companies [3]. Group 2: Company Achievements - DeYe Co., established in 2000, has shifted focus to the photovoltaic and energy storage sectors, achieving a global market share of 50% in inverter exports to South Africa, with energy storage revenue projected to account for nearly 40% of total revenue by 2024 [7][8]. - Trina Solar, founded in 1997, has optimized its business structure to include photovoltaic products, energy storage, system solutions, and digital energy services, with a cumulative energy storage system shipment exceeding 10GWh [13][14]. - Ruipu Lanjun, established in 2017, has become a global leader in portable energy storage, with a revenue of RMB 94.91 billion in the first half of 2025, marking a 24.9% increase year-on-year [18][19]. - Jinlang Technology, founded in 2005, has seen a 313.51% increase in energy storage revenue in the first half of 2025, making it the fastest-growing segment of the company [23]. - Penghui Energy, established in 2001, achieved a significant turnaround in Q3 2025, with a revenue increase of 74.96% and a net profit increase of 977.24% [29][30]. - Guoxuan High-Tech, primarily engaged in the development and production of energy storage battery systems, ranked seventh globally in power battery installation volume in 2025 [33]. - Pylon Technologies, established in 2012, has delivered over 2 million energy storage systems, achieving a revenue of RMB 20.13 billion in the first three quarters of 2025, a 42.52% increase year-on-year [41][42].

浪潮涌动，又一锂电企业计划赴港二次上市。 12月12日盘后，鹏辉能源（300438.SZ）公告，筹划发行H股并在香港联交所上市，以深化全球化战略布局，提升公司在国际市场的综合竞争 实力，同时打造公司国际化资本运作平台，增强境外融资能力。 鹏辉能源于2015年在深圳证券交易所创业板上市，截至目前累计募资70.32亿元，其中首发时募资3.12亿元，股权再融资32.98亿元，间接融资 34.22亿元。 尽管上市以来已通过多渠道募集资金，但面对大规模的扩产计划和全球化布局，公司当前资金压力不小。 其三季报显示，截至2025年9月末，公司货币资金17.03亿元，同期短期借款高达14.60亿元，应付账款50.71亿元，应付票据22.15亿元，资金链 处于紧平衡状态。 业绩修复期 从上市公司业绩来看，鹏辉能源也正处于业绩修复的关键期。 2024年，正值锂电行业价格激烈博弈的关键期，鹏辉能源上市以来首次亏损，全年归母净利润为-2.52亿元，到2025年上半年仍亏损8822.67万 元。不过，三季报显示，报告期内公司实现营业收入75.81亿元，同比增长34.23%；归母净利润实现扭亏1.15亿元，同比增长89.33%。三季度 ...

浪潮涌动，又一锂电企业计划赴港二次上市。 12月12日盘后，鹏辉能源（300438.SZ）公告，筹划发行H股并在香港联交所上市，以深化全球化战略布局，提升公司在国际市 场的综合竞争实力，同时打造公司国际化资本运作平台，增强境外融资能力， 鹏辉能源于2015年在深圳证券交易所创业板上市，截至目前累计募资70.32亿元，其中首发时募资3.12亿元，股权再融资32.98亿 元，间接融资34.22亿元。 尽管上市以来已通过多渠道募集资金，但面对大规模的扩产计划和全球化布局，公司当前资金压力不小。 其三季报显示，截至2025年9月末，公司货币资金17.03亿元，同期短期借款高达14.60亿元，应付账款50.71亿元，应付票据22.15 亿元，资金链处于紧平衡状态。 业绩修复期 从上市公司业绩来看，鹏辉能源也正处于业绩修复的关键期。 2024年，正值锂电行业价格激烈博弈的关键期，鹏辉能源上市以来首次亏损，全年归母净利润为-2.52亿元，到2025年上半年仍 亏损8822.67万元。不过，三季报显示，报告期内公司实现营业收入75.81亿元，同比增长34.23%；归母净利润实现扭亏1.15亿 元，同比增长89.33%。三季度 ...

（原标题：从亏损到净利暴增9.7倍！鹏辉能源港股"补血"备战全球化） 浪潮涌动，又一锂电企业计划赴港二次上市。 12月12日盘后，鹏辉能源（300438.SZ）公告，筹划发行H股并在香港联交所上市，以深化全球化战略 布局，提升公司在国际市场的综合竞争实力，同时打造公司国际化资本运作平台，增强境外融资能力， 21世纪经济报道记者费心懿 鹏辉能源于2015年在深圳证券交易所创业板上市，截至目前累计募资70.32亿元，其中首发时募资3.12亿 元，股权再融资32.98亿元，间接融资34.22亿元。 尽管上市以来已通过多渠道募集资金，但面对大规模的扩产计划和全球化布局，公司当前资金压力不 小。 其三季报显示，截至2025年9月末，公司货币资金17.03亿元，同期短期借款高达14.60亿元，应付账款 50.71亿元，应付票据22.15亿元，资金链处于紧平衡状态。 从上市公司业绩来看，鹏辉能源也正处于业绩修复的关键期。 2024年，正值锂电行业价格激烈博弈的关键期，鹏辉能源上市以来首次亏损，全年归母净利润为-2.52 亿元，到2025年上半年仍亏损8822.67万元。不过，三季报显示，报告期内公司实现营业收入75.81亿 ...

Core Insights - The energy storage industry is transitioning from simple scale and price competition to a multi-dimensional competition focusing on technological innovation, globalization, integrated layout, and capital strength [2] - A new generation of young leaders is emerging in the energy storage sector, driving the integration of industry, capital, and technological innovation [2] - The "Top Ten Young Leaders in China's Lithium Battery Industry" initiative aims to identify outstanding young leaders under 40 who are forward-thinking and innovative [2] Company Achievements - DeYe股份 (605117.SH) has shifted its focus to the photovoltaic and energy storage sectors, achieving a global market share of over 50% in user-side energy storage inverters [6][7] - In 2025, DeYe股份 reported a revenue of 88.46 billion RMB and a profit of 23.47 billion RMB, with a year-on-year growth of 10.36% and 4.79% respectively [6] - The company is pivoting towards the commercial energy storage sector, with a projected annual sales revenue of approximately 48.76 billion RMB from its new production line [7] Market Strategy - DeYe股份 has successfully targeted emerging markets such as South Africa and Brazil, with a 2023 inverter export value of 1.26 billion RMB to South Africa [7] - The company announced a strategic adjustment to focus on commercial energy storage, reallocating 6.51 billion RMB of unused funds towards this initiative [7][8] Global Expansion - DeYe股份 is planning to issue H-shares and list on the Hong Kong Stock Exchange to enhance its global development strategy and brand influence [8] Industry Trends - 天合光能 (688599.SH) is transitioning from a photovoltaic manufacturer to a comprehensive energy solution provider, with a cumulative energy storage system shipment exceeding 10 GWh [11][12] - The company aims to achieve a storage shipment target of 8 GWh in 2025, with expectations to double this figure in 2026 [12][13] Performance Metrics - 瑞浦兰钧 (0666.HK) reported a revenue of 94.91 billion RMB in the first half of 2025, with a year-on-year increase of 24.9% [17] - The company is focusing on high-quality development and has established a strong global presence with subsidiaries in Germany, the USA, and Indonesia [16][17] Financial Growth - 锦浪科技 (300763.SZ) saw a 313.51% year-on-year increase in energy storage revenue, reaching 7.93 billion RMB in the first half of 2025 [21] - The company is expected to achieve a total shipment of 250,000 to 300,000 units in 2025, reflecting a growth of over 180% [21] Technological Innovation - 华宝新能 has developed a new generation of DIY balcony energy storage systems and outdoor power supplies, with a revenue of 29.42 billion RMB in the first three quarters of 2025, marking a 37.95% increase [25] - The company holds 1,939 patents globally, indicating a strong commitment to technological innovation [25] Market Position - 鹏辉能源 (300438.SZ) achieved a significant turnaround in Q3 2025, with a revenue increase of 74.96% and a net profit increase of 977.24% [28] - The company is focusing on high-capacity energy storage cells and has made significant advancements in technology [29] Competitive Landscape - 国轩高科 (002074SZ) ranked seventh globally in power battery installation and eighth in energy storage cell shipments as of 2025 [32] - The company reported a revenue of 295.08 billion RMB in the first three quarters of 2025, with a year-on-year growth of 17.21% [32] Product Development - 禾迈股份 (688032.SH) launched a new series of low-voltage energy storage inverters and achieved a revenue of approximately 3 billion RMB in the first three quarters of 2025, reflecting a 67% increase [36] - The company is targeting significant growth in overseas markets, particularly in Europe, Latin America, and North America [36]