Tongli Tianqi(SH:605286) Cai Fu Zai Xian·2025-12-15 04:26Group 1: Company Overview - The company has changed its name from Jiangsu Tongli Risheng Machinery Co., Ltd. to Jiangsu Tongli Tianqi Technology Co., Ltd. to better reflect its core business and strategic direction in the new energy sector [1] - The new energy business has contributed over 50% to the consolidated net profit, indicating a successful transition and growth in this area [2][6] Group 2: Technological Advancements - Tongli Tianqi has developed an AI module that enhances the efficiency of energy storage stations by dynamically detecting and isolating faulty batteries, thereby minimizing capacity loss [4] - The company has established independent R&D capabilities in core components such as energy storage inverters (PCS), energy management systems (EMS), and battery management systems (BMS) [3] Group 3: Project Developments - The company has completed several benchmark projects in wind, solar, and storage sectors, focusing on integrated development of wind, solar, and hydrogen energy to improve supply stability and profitability [5] - Notable projects include a 300MW wind-storage-hydrogen project in Hebei and a 100MW wind power project in Tianjin, which are expected to provide significant amounts of clean energy [5] Group 4: Market Expansion - The company aims to strengthen its market position in regions like Hebei, Tianjin, and Guangdong while exploring opportunities in Inner Mongolia and international markets such as Africa, Brazil, the USA, Australia, and Mexico [6] - Strategic partnerships have been established for the development of energy storage production lines and projects aimed at reducing energy costs in data centers [7]