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海博思创:257.88元/股再创新高,布局储能运维与交易,向能源服务商转型

Core Viewpoint - The company is transitioning from an equipment supplier to an energy service provider, focusing on energy storage operations and electricity trading, with a positive outlook on the independent energy storage market and various application scenarios [2][4]. Group 1: Market Trends and Company Strategy - The domestic market for energy storage is expected to reach approximately 800 GWh over the next three years, with a strong emphasis on independent energy storage applications [1][8]. - The company is leveraging big data and artificial intelligence to enhance energy storage operations, integrating project development, equipment supply, and operational maintenance into a comprehensive value chain [2][4]. - The company is actively participating in the emerging market for professional trading operations of energy storage stations, differentiating its trading strategies from traditional electricity sales [2][7]. Group 2: Policy and Regulatory Environment - Recent policies, such as Document No. 136, have established energy storage as an independent market investment entity, promoting a favorable environment for the industry [4][6]. - Various provincial policies are expected to support the development of the energy storage sector, with Gansu's capacity pricing policy serving as a model for economic viability [4][6]. Group 3: Competitive Landscape and Future Outlook - The energy storage market is shifting from a price-driven to a value-driven approach, with competition expected to concentrate among leading players [6][7]. - The company aims to maintain its competitive edge through a deep understanding of the power system and the integration of hardware with trading strategies [6][7]. Group 4: International Expansion - The company is focusing on key overseas markets, including North America, Europe, and Southeast Asia, adapting to local customer requirements by providing comprehensive solutions [2][6]. Group 5: Supply Chain and Product Development - The supply situation is relatively stable this year, with a slight rebound in end-market prices, prompting the company to engage proactively with battery cell manufacturers [3][7]. - The company is developing energy storage systems tailored for large battery applications to enhance efficiency, lifespan, and reliability [7][8].