证券日报网讯 1月23日，华宝新能在互动平台回答投资者提问时表示，公司秉承"让绿色能源无处不 在"的企业使命，专注于锂电池储能产品及其光伏产品的研发、生产、品牌、销售及服务，致力于为全 球家庭提供绿色低碳、智能易用、安全可靠的全场景家庭绿电解决方案，以实际行动推动全球生活方式 向绿色低碳转型。而燃油增程类产品通过燃烧汽油或天然气等传统化石能源的方式为设备进行充电，并 不能有效为用户实现真正意义的绿色低碳需求。因此作为聚焦于消费级光伏储能解决方案的领先企业， 公司产品暂未涉及燃油增程类产品。 （文章来源：证券日报） ...

点击按钮▲立即收听 "' 芯片短缺 ' 将成为过去，未来的危机是 ' 变压器 ' 和电力，而中国 ' 正在把我们甩得连尾灯都看不见 ' 。 " —— 埃隆 · 马斯克 文 /巴九灵（微信公众号：吴晓波频道） 近年来，科技圈发布开年 "预言"已渐成风潮。 在 "科技春晚" CES 上，黄仁勋、苏姿丰、陈立武等轮番登场，"物理 AI ""端侧智能"概念刷屏， CES 之外，马斯克在一场长达 3 小时的硬核对 话中，发表了他对未来的新见解。 在特定条件下，预言具备自我实现的能力 ——尤其当预言者手握巨额资金和全球影响力时。 他们的发言，表面上是商业叙事，实质上也在为未来勾勒行动路线图。 在诸多前瞻中，马斯克的版本虽充满了科幻色彩，却最为 "接地气"。他直言："不要再为了 20 年后的退休辛苦攒钱了，那没意义。" 在他看来，在 "机器人 +AI "蓬勃发展的背景下，人类将拥有极其丰沛的物资，不需要再为生存而工作。 马斯克2026首次访谈 然而，实现这一愿景有 一个关键前提：能源基建。 原因在于，无论是 AI 还是机器人，都是"电老虎"，未来的 AI 竞争本质上是能源供应能力的竞争。 以此衡量当下，马斯克盛赞中国，并进 ...

（编辑 楚丽君） 证券日报网讯 1月19日，华宝新能在互动平台回答投资者提问时表示，公司经营活动产生的现金流量净 额与净利润趋势基本保持一致。2025年前三季度二者出现差异，主要是因应对地缘政治变化，公司前瞻 性加大库存储备，导致购买商品、接受劳务支付的现金相应增加。关于上市募集资金的使用，公司严格 按照招股说明书规划推进募投项目，资金主要投向便携储能产品扩产项目、研发中心建设项目、品牌数 字化建设项目及补充流动资金项目。同时，部分超募资金已用于全场景智能家庭光储绿电系统研发项 目、数字零碳产业园项目，并实施了公司股份回购。针对闲置募集资金，公司始终秉持股东利益最大化 原则，在保障募集资金安全、不影响募投项目建设及公司正常经营的前提下，合理开展现金管理以提升 资金使用效率。未来，公司将聚焦主业深耕发展，同时围绕主业积极推进投资与并购布局。 ...

Core Viewpoint - The company is actively adapting to the transformation in marketing paradigms driven by the proliferation of AI technology, focusing on the shift from "passive search" to "active generation and scenario recommendation" [2] Group 1: Company Strategy - The company has implemented a GEO (Generative Engine Optimization) strategy to align with industry changes [2] - The company is enhancing operations by upgrading semantic scene content, improving content credibility and value, and promoting localization in different markets [2] Group 2: Market Focus - The company aims to support the global market expansion of products such as balcony photovoltaic energy storage [2] - The company leverages deep understanding of overseas e-commerce platforms like Amazon and user content needs to drive its strategies [2]

证券日报网讯 1月19日，华宝新能在互动平台回答投资者提问时表示，在本次CES展会上，公司光储机 器人凭借创新技术与应用场景获得极高关注度，众多客户表达了合作意向。鉴于该产品目前尚未正式发 布，暂未承接相关订单。后续若达成重大合作，公司将严格按照信息披露规则及时履行披露义务。公司 采用官网独立站、第三方电商平台与线下零售结合的全球化品牌销售模式，M2C直销占比近80%。直销 涉及推广、平台、仓储租赁等多项费用，叠加便携储能产品市场渗透率较低，公司需加大推广力度以提 升品牌认知度与影响力。公司正通过强化数字化运营、借助AI优化广告投放结构与素材，精准匹配用 户需求，近年来销售费用率已显著下降。2026年公司将持续推进降本增效，进一步提升运营效率。关于 2026年全年规划，请关注公司后续发布的定期报告及临时公告。 （文章来源：证券日报） ...

Core Viewpoint - The company is actively adapting to the transformation in marketing paradigms driven by the proliferation of AI technology, focusing on Generative Engine Optimization (GEO) strategies to shift from "passive search" to "active generation and scenario recommendation" [1] Group 1: Company Strategy - The company is leveraging its deep understanding of overseas e-commerce platforms like Amazon and user content needs to enhance its operations [1] - The focus areas include upgrading semantic scene content, improving content credibility and value, and promoting localization in different markets [1] Group 2: Product Development - The company aims to support the global market expansion of products such as balcony photovoltaic energy storage through its strategic initiatives [1]

Core Viewpoint - Huabao New Energy (301327) received significant attention for its innovative energy storage robots at the 2026 CES exhibition, with numerous clients expressing interest in collaboration, although no orders have been secured as the product has not yet been officially launched [1]. Company Summary - Huabao New Energy showcased its energy storage robots at the 2026 CES, highlighting the innovative technology and application scenarios that garnered high levels of interest from potential clients [1]. - The company has not yet taken any orders for the energy storage robots, as the product is still in the pre-launch phase [1].

Core Insights - The 2026 CES focuses on how technology can support the increasingly intelligent, electrified, and decentralized energy landscape, moving beyond just showcasing AI models and consumer hardware [1] - The company, Huabao New Energy, is celebrating its tenth anniversary in the consumer-grade energy storage sector and is showcasing three new products that highlight its technological innovations and future vision for home energy self-sufficiency [1][2] Industry Trends - AI technology is reshaping the energy storage industry from both supply and demand sides, creating unprecedented electricity demands from AI-driven consumer electronics and smart devices [1][11] - The company predicts a fundamental transformation in global household energy usage over the next 10-20 years, shifting from centralized, passive, high-carbon models to distributed, automated, and intelligent green energy solutions [2] Product Innovations - At CES 2026, Huabao New Energy introduced three new products: Jackery Explorer 1500 Ultra, Solar Storage Mars Robot, and Jackery Solar Gazebo, each designed to meet diverse household energy needs [4][8] - The Jackery Explorer 1500 Ultra features a 1536 Wh lithium iron phosphate battery, with a rated output of 1800 watts and a peak power of 3600 watts, suitable for extreme outdoor conditions and emergency power needs [6] - The Solar Storage Mars Robot integrates photovoltaic generation, storage, and application into a complete energy loop, featuring an autonomous tracking system to enhance power generation efficiency [7][16] - The Jackery Solar Gazebo can generate 10-15 kWh per day, providing both shading and energy supply, and is positioned as a cost-effective alternative to traditional rooftop energy systems [8][9] Market Potential - The global market for shading systems is projected to grow from $9.59 billion in 2024 to $15.96 billion by 2032, with a compound annual growth rate of approximately 6.6% [8] - North America and Europe are key markets for Huabao New Energy, with these regions accounting for over 60% of the company's revenue in the first half of 2025 [9] AI Integration - The integration of AI technology into the energy storage sector is expected to create a synergistic effect, enhancing both the demand for electricity and the supply capabilities of energy storage products [11][13] - AI's role in optimizing energy management and enhancing the efficiency of photovoltaic systems aligns with the company's strategic focus on consumer-grade energy storage solutions [15][16] - The company is committed to increasing R&D investments in AI and energy storage technology to elevate product intelligence and efficiency [16][17]

证券日报网讯 1月16日，华宝新能在互动平台回答投资者提问时表示，公司户外电源产品不仅可适配星 链（Starlink）设备供电需求，在国内火箭发射、返回舱着陆、日常训练、发射现场直播等多个高难度 离网电力场景中也已广泛应用。凭借高效、安全、可靠的产品优势，电小二系列户外电源产品已成功保 障国内多次航天发射任务的离网用电需求。未来，公司将持续加大在航空航天及卫星通信领域的市场推 广力度，积极拓展相关应用场景。 （编辑 袁冠琳） ...

来源：新浪证券-红岸工作室 1月14日，华宝新能跌1.26%，成交额2.05亿元，换手率4.30%，总市值108.26亿元。 异动分析 钠离子电池+锂电池概念+BC电池+储能+人民币贬值受益 1、2023年7月11日互动易：公司与中比新能源达成战略合作，将依托双方的行业技术优势，共同开发钠 离子电池，探索钠离子电池在终端产品的应用。 2、公司主要从事锂电池储能类产品及其配套产品的研发、 生产及销售， 属于锂电池储能行业。 3、2023年9月8日互动易：公司便携太阳能产品均使用BC类电池，目前采用全球最先进的IBC电池技 术，拥有行业领先的高达25%的转换效率。 4、自2011年成立以来，公司一直聚焦于锂电池储能领域。在设立之初，公司以充电宝的ODM业务为 主，随着业务的持续发展，公司在锂电池电源管理、工业设计、结构设计等方面的技术积累不断加深， 并积累了松下、LG化学、比克电池、安富利等高质量的供应商资源，拓展了包括特斯拉、宝马、超霸 电池、DSG、ClasOhlson等知名客户，产供销体系日益完善，公司实力逐步增强。 该股筹码平均交易成本为61.76元，近期该股获筹码青睐，且集中度渐增；目前股价靠近压力位6 ...