Core Insights - Haibosichuang reported a revenue of 826,970.43 million yuan for 2024, an increase of 18.44% year-on-year, and a net profit attributable to shareholders of 64,783.81 million yuan, up 12.06% year-on-year [1] - The company is a leading provider of energy storage system solutions and services, focusing on R&D, production, sales, and service for various energy sectors [3][4] - Haibosichuang has established partnerships with major international energy storage integrators and has made significant progress in expanding its global market presence [4] Financial Performance - The total assets of Haibosichuang reached 1,097,150.47 million yuan, growing by 18.83% since the beginning of the year, while the net assets attributable to shareholders increased by 31.72% to 314,120.20 million yuan [1] - The company’s net profit excluding non-recurring gains and losses was 62,808.09 million yuan, reflecting an 11.87% increase year-on-year [1] Market Position and Strategy - Haibosichuang holds a significant market share in the domestic energy storage market, benefiting from the rapid growth of the sector [3] - The company is recognized as a national high-tech enterprise and has received various accolades, including being named a "little giant" enterprise and a "unicorn" in Beijing [3] Industry Trends - The energy storage industry is expected to grow significantly, driven by national policies aimed at achieving carbon neutrality by 2060 [5][6] - By the end of 2024, China's cumulative installed power storage capacity is projected to exceed 137.9 GW, with new energy storage installations expected to grow by over 100% year-on-year [6][7] R&D and Innovation - Haibosichuang invested 250,167,716.29 yuan in R&D in 2024, a 40.10% increase from the previous year, representing 3.03% of its revenue [8] - The company has accumulated 358 authorized intellectual properties, including 168 patents, demonstrating its commitment to technological advancement [8][9] Technological Advancements - The company has established a joint research center with Tsinghua University, focusing on cutting-edge topics in battery safety and control [9] - Haibosichuang's AI cloud platform integrates IoT and edge computing technologies, enhancing the operational efficiency of energy storage systems [11][12] Future Outlook - The "Energy Storage + X" strategy aims to transform the company from a device supplier to a comprehensive value manager in the energy ecosystem [10][11] - The company is positioned to benefit from the increasing demand for energy storage solutions as the global market evolves [7][10]
海博思创营收净利双攀高峰 储能龙头领航未来