华宝新能(301327.SZ)携三大重磅新品亮相2026 CES,重塑现代能源存储逻辑

Core Viewpoint - 2026 marks a milestone for Jackery, celebrating the 10th anniversary of its first portable power product and serving as a key point in the company's strategy to achieve energy self-sufficiency for modern households [1] Group 1: Product Launches - At the 2026 CES, Jackery unveiled three new products: the Jackery Solar Gazebo, the Solar Mars Bot, and the upgraded Jackery Explorer 1500 Ultra, outlining a clear product path for household energy self-sufficiency over the next decade [1] - The Jackery Explorer 1500 Ultra is designed to meet the increasing demand for reliable and economical home backup power solutions, especially in the context of aging power infrastructure and rising electricity costs [2] Group 2: Product Features and Innovations - The Explorer 1500 Ultra features a Red Dot Award-winning design, is significantly lighter and more compact than similar products, and includes a patented folding handle for easier transport and deployment [4] - It is equipped with a 1536 Wh lithium iron phosphate battery, rated output power of 1800 watts, and peak power of 3600 watts, making it suitable for high-power loads and essential communication devices like Starlink [4] - The product meets IP65 dust and water resistance standards and has passed Level-9 shock resistance tests, enhancing its durability and stability in emergency situations [4] Group 3: Market Trends and Opportunities - The global shading market is projected to grow from $9.59 billion in 2024 to $15.96 billion by 2032, with a CAGR of approximately 6.6%, indicating a strong demand for innovative shading solutions like the solar gazebo [7] - The solar gazebo integrates outdoor shading, photovoltaic generation, and home energy storage, creating a closed-loop system that enhances the household green energy ecosystem [5] - The Solar Mars Bot features an autonomous tracking system and built-in solar panels, providing a flexible power solution for smart devices operating in environments without fixed power sources [6] Group 4: Strategic Direction - Jackery's new product launches reflect a shift in strategy, expanding the Essential Home Backup (EHB) product line beyond indoor emergency power to include outdoor spaces, thereby addressing larger household energy needs [8] - The company is transitioning from a conceptual narrative of modern household energy self-sufficiency to a practical product portfolio with significant market potential, positioning itself for growth in the next decade [8]