Group 1: Haibo Sichuang - Haibo Sichuang is a leading provider of electrochemical energy storage systems and solutions, benefiting from the industry's shift from price-driven to value-driven models [1][12][23] - The company has established a strong market position in the domestic energy storage system integration market, ranking second in 2023 and first in 2022 and 2021 in terms of shipment volume [12][24] - The global energy storage market is expected to exceed 270GW by 2030, with an annual compound growth rate of over 40%, driven by strong demand from new application scenarios such as communication bases and data centers [1][23][36] Group 2: Huazhi Jie - Huazhi Jie is a leading enterprise in the electric tool components market, expanding into new application areas such as new energy vehicles and drones [2][24] - The company has established a strong market position in the electric tool components sector, with increasing demand from the global electric tool industry since January 2025 [2][24] - Huazhi Jie is enhancing its global supply capabilities and optimizing customer service, which is expected to strengthen its competitive position in the future [2][24] Group 3: Zhongli Co., Ltd. - Zhongli Co., Ltd. is a leader in the electric forklift industry in China, focusing on green, intelligent, and digital transformation [3][24] - The company has maintained the highest sales volume of electric warehouse forklifts for 12 consecutive years and lithium battery forklifts for 6 consecutive years, showcasing its strong market position [3][24] - Zhongli is actively expanding into overseas markets, with plans for factories in Southeast Asia and strategic partnerships in Europe and America [3][24]
次新股说（2025第7期）：本批海博思创、华之杰、中力股份等值得重点跟踪