Core Viewpoint - The 13th Energy Storage International Conference and Expo (ESIE 2025) will take place from April 10 to April 12, 2025, at the Capital International Exhibition Center in Beijing, featuring over 800 leading global energy storage companies and a wide range of activities including forums, product launches, and networking events [5][27]. Event Overview - The event will include an exhibition area of over 160,000 square meters, an opening ceremony, an academic forum, high-level dialogues, and more than 40 thematic forums [5][27]. - Key activities will consist of 500+ global product launches and various special events [5][27]. Registration and Attendance - Early bird tickets for the conference are available until the last day of registration [5]. - Professional audience registration will be conducted at the venue, with specific times outlined for attendee check-in [7][8]. Transportation and Venue Information - The Capital International Exhibition Center can be accessed via multiple subway lines, including Line 15, which connects to various other lines for convenient travel across Beijing [9]. - Detailed transportation options from major airports and train stations to the venue are provided, ensuring ease of access for attendees [10]. Accommodation - A range of hotel options with special rates for attendees is available, including five-star hotels and other accommodations within a reasonable distance from the venue [13]. Agenda Highlights - The agenda includes a series of pre-conference activities, opening ceremonies, and thematic forums focusing on various aspects of energy storage technology and market trends [14][15]. - Notable forums will cover topics such as new energy and large-scale energy storage, safety standards, and innovative applications in the energy sector [18][26]. Special Features - The event will showcase six national-level industry-education integration platforms for the first time, along with various specialized salons and competitions [26][27]. - The "Energy Storage Innovation Competition" will also be launched, inviting participants to submit their innovative projects [26].

文 | 中关村储能产业技术联盟 主办： 中关村储能产业技术联盟、中国能源研究会、中国科学院工程热物理研究所 展馆冠名： 阳光电源、中天科技、宁德时代、新源智储、海博思创、中车株洲所 思源电气股份有限公司 将亮相第13届储能国际峰会暨展览会，展位位于 B2馆（阳光电源馆） B228展位 。 思源电气股份有限公司 思源电气股份有限公司（简称"思源电气"），是一家专注于电力技术研发、设备制造及 工程服务的上市公司，秉承"创新智慧新电能，尽享美好新生活"的企业使命，致力于为 客户提供高效、可靠的电力系统解决方案。 公司紧抓新型电力系统发展机遇，积极推动能源行业的数字化转型，业务覆盖输变电、 配用电、储能、汽车电子及电力资产管理等领域，凭借优质的产品与服务，与客户共创 可持续发展的智慧绿色未来。 ESIE 2 0 2 5 第十三届储能国际峰会暨展览会（ESIE 2025） 时间：2025年4月10-12日 地点：首都国际会展中心 二、新型电力系统系列化解决方案 （一）构网技术解决方案 针对新型电力系统"双高"特征，思源清能发挥技术平台优势，在高压 SVG、储能系统 等不同载体上应用构网技术，推出 构网型SVG、静止同步 ...

Investment Ratings - The report maintains a "Buy" rating for the Electric Equipment New Energy, Public Utilities, and Environmental Protection sectors [1]. Core Views - The overall sentiment indicates that during the April window period, a high-cut low strategy is the main theme, with valuations at low levels and good performance in Q1 2025, suggesting that marginal improvements in Q2 may stimulate sector recovery [3]. Electric New Energy Sector - In 2025, the overseas large storage market is expected to be favorable, with inverter companies likely to see improved production schedules in Q2 as inventory levels decrease. The inverter sector is anticipated to yield relative gains during the April performance window. Recommended stocks include Sungrow Power Supply and Dewei Co., Ltd. [4] - The land wind component and lithium battery sectors are expected to improve in Q1 2025 due to low base effects from last year, higher installation volumes, and price increases in certain segments. The performance of electric equipment remains uncertain, but good prospects in grid investment and exports, along with relatively low valuations, are noted. Stocks with price increase expectations include Hunan YN Energy, Jinlei Co., and Times New Materials. For electric equipment exports, recommended stocks are Samsung Medical, Siyuan Electric, and Haixing Electric [4]. - The offshore wind sector has experienced volatility due to uncertain project progress, but low valuations and national planning initiatives are expected to drive growth. Recommended stocks include Orient Cables and Zhongtian Technology [4]. Robotics and AIDC Sector - Despite short-term adjustments, the AIDC and robotics sectors are expected to present significant opportunities post-April performance window. The robotics sector is following a growth logic similar to the electric new energy sector, with a focus on "big and small brains, sensors, dexterous hands, and bionic design." The AIDC sector is shifting towards new logics such as green power, energy-saving designs, and new server technologies. Recommended stocks include Yingliu Co., Huichuan Technology, Hanwei Technology, Weichai Heavy Industry, Sifang Co., Jinpan Technology, and Jianghai Co. [5]. Wind Power - According to the National Energy Administration, the newly installed capacity for land wind in China is projected to be approximately 75.8 GW in 2024, representing a year-on-year increase of 9.68%. In contrast, offshore wind capacity is expected to be around 4.0 GW, reflecting a year-on-year decrease of 40.85%. For January-February 2025, the newly installed wind capacity is reported at 9.28 GW, down 6.17% year-on-year [8]. Lithium Battery Sector - The spot price of battery-grade lithium carbonate is reported at 74,200 CNY/ton as of March 28, 2025. The market is facing an oversupply situation, and downstream production may not meet previous expectations, indicating a potential downward trend in lithium prices [17]. - The supply side for lithium iron phosphate is showing positive production activity, although some leading companies have seen a decline in orders compared to earlier full production plans. Overall, production remains above February levels, with significant demand growth noted for power cells and high-voltage materials [17]. Public Utilities - As of March 28, 2025, the price of 5500 kcal thermal coal at Qinhuangdao Port is reported at 676 CNY/ton, a decrease of 6 CNY/ton from the previous week. The price of imported thermal coal at Fangcheng Port is 715 CNY/ton, down 10 CNY/ton, while the price at Guangzhou Port is 740 CNY/ton, down 20 CNY/ton [41].

文 | 中关村储能产业技术联盟 ESIE 2 0 2 5 第十三届储能国际峰会暨展览会（ESIE 2025） 时间：2025年4月10-12日 地点：首都国际会展中心 主办： 中关村储能产业技术联盟、中国能源研究会、中国科学院工程热物理研究所 展馆冠名： 阳光电源、中天科技、宁德时代、新源智储、海博思创、中车株洲所 深圳鹏程无限新能源有限公司 将亮相第13届储能国际峰会暨展览会，展位位于 A3馆（中天科 技馆）A306展位 。 深圳鹏程无限新能源有限公司 深圳鹏程无限新能源有限公司（简称"鹏程无限"）是一家聚焦新型储能、新能源汽车、新 能源航空器等绿色产业，集研发制造、产品销售、投资开发、智能运维为一体的科技型新 能源企业。 从电芯、电箱、电柜到电池集装箱，公司可为客户独家定制储能产品和动力电池产品的全 生命周期服务方案，提供需求分析、方案设计、安装调试和跟踪售后的一站式服务。 鹏程无限总部位于广东深圳（深圳鹏程无限新能源有限公司），在江苏苏州（苏州鹏程无 限新能源有限公司）、青海西宁（青海鹏程无限新能源有限公司）打造研发中心和智能制 本届展会，鹏程无限将呈现 三大亮点：电芯发展战略正式公布、储蔚D+真机首次 ...

Core Viewpoint - The article highlights the upcoming 13th Energy Storage International Summit and Exhibition (ESIE 2025) scheduled for April 10-12, 2025, at the Capital International Exhibition Center, showcasing advancements in energy storage technology and solutions [2][14]. Company Overview - Guoneng Rixin Technology Co., Ltd. (stock code 301162), established in 2008, focuses on energy data services and application development, listed on the Shenzhen Stock Exchange's Growth Enterprise Market in April 2022. It is recognized as a national high-tech enterprise and a key software enterprise [3]. - The company specializes in energy data management, smart power stations, smart grids, energy trading, and energy asset operation, providing software products and comprehensive solutions for renewable energy power plants and grids [3]. Key Products and Technologies - **Smart Energy Storage Operations and Efficiency Improvement**: The company promotes a new paradigm for wind-solar energy trading, facilitating the orderly participation of renewable energy in various electricity markets [5]. - **Low-Carbon Transformation Solutions for Large Industries**: It advocates for the application of zero-carbon microgrid solutions, aiming for clean and low-carbon transformation in energy consumption [6]. - **Integrated Wind-Solar-Hydrogen Solutions**: This solution is designed for energy management in renewable energy generation, independent storage, and commercial user-side storage, enhancing energy efficiency through intelligent control [7]. - **Investment and Operation Solutions for Industrial Storage**: The company offers integrated services for investment and operation of solar-storage projects, optimizing management efficiency and increasing project returns [8]. - **Overseas Wind-Solar Storage Solutions**: Leveraging domestic experience, the company provides comprehensive digital software services for overseas renewable energy projects [9]. Highlighted Projects - **Smart Wind-Solar Storage Operations**: This project integrates renewable energy generation and intelligent control technologies, significantly enhancing energy efficiency and economic viability. It employs AI algorithms to optimize energy storage strategies and supports participation in electricity trading and auxiliary service markets [10]. Event Details - The ESIE 2025 will feature over 160,000 square meters of exhibition space, with more than 800 leading companies expected to participate and over 500 new products to be launched, attracting over 200,000 professional visitors [14]. - The event will also include 40+ thematic forums, inviting over 400 core policymakers, experts, and industry leaders to discuss new opportunities in energy storage development [14].

Core Viewpoint - The article highlights the upcoming 13th International Energy Storage Industry Summit and Exhibition (ESIE 2025), emphasizing its significance in the energy storage sector and the participation of key companies like Siwei Energy [2][35]. Company Overview - Siwei Energy (Wuhan) Technology Co., Ltd. is an innovative enterprise established by the Concord New Energy Group, focusing on providing top-tier energy storage systems and services globally [3][4]. - The company specializes in energy storage technology and product innovation, offering customized storage solutions and integrating digital operations to promote sustainable energy [4][6]. Business Scope - Siwei Energy's business encompasses system integration development services, smart operation and maintenance services, and intelligent operation services, with an annual production capacity of 10GWh for both Pack and DC modules [6][20]. - The company has established subsidiaries and manufacturing bases in multiple countries, indicating a global operational footprint [6]. Key Products and Technologies - **System Integration Development Services**: Siwei Energy provides customized, cost-optimized, and high-safety energy storage system solutions for rapid deployment [7]. - **Liquid-Cooled Electrochemical Storage DC Module Solutions**: Focus on cost reduction, efficiency enhancement, and reliability improvement [8][9]. - **Liquid-Cooled Electrochemical Outdoor Cabinet Solutions**: Features modular design, high safety standards, and efficient installation processes [13][16]. - **Manufacturing Services**: The company emphasizes high-quality, reliable equipment manufacturing through stringent quality control and environmentally friendly production processes [18]. Intelligent Operation and Maintenance Services - Siwei Energy offers tiered operation and maintenance services, including equipment maintenance, spare parts support, system optimization, and remote support, catering to diverse customer needs [21]. - The use of AI-driven predictive warnings and remote diagnostics enhances management efficiency [23]. Notable Projects - **Photovoltaic Storage Case - Tibet Cuomei Energy Storage Project**: A 30MW photovoltaic system with a 6MW/24MWh storage capacity, designed for high-altitude conditions [26][28]. - **Wind Power Storage Case - Heilongjiang Tonghe Energy Storage Project**: A 30MW/60MWh lithium iron phosphate battery storage system designed for extreme cold conditions [30][31]. Event Details - ESIE 2025 will take place from April 10-12, 2025, at the Capital International Exhibition Center, featuring over 800 leading companies and 500 new product launches, attracting more than 200,000 professional visitors [35].

Group 1 - The communication industry experienced a net outflow of funds amounting to 1.29 billion yuan today, with six stocks seeing net outflows exceeding 100 million yuan [1][2] - The Shanghai Composite Index fell by 0.04% today, while the communication industry rose by 0.24% [1][2] - Among the 127 stocks in the communication sector, 84 stocks increased in value, with three hitting the daily limit, while 38 stocks declined, including one hitting the lower limit [2][4] Group 2 - The top three stocks with the highest net inflow in the communication sector were Sanwei Communication, with a net inflow of 502.41 million yuan, followed by Runze Technology and Yiyuan Communication, with net inflows of 53.96 million yuan and 50.65 million yuan respectively [2][4] - The stocks with the highest net outflow included Yongding Co., with a net outflow of 237.37 million yuan, followed by Zhongji Xuchuang and Zhongtian Technology, with net outflows of 198.72 million yuan and 179.38 million yuan respectively [4]

Core Viewpoint - The article highlights the upcoming 13th Energy Storage International Summit and Exhibition (ESIE 2025) scheduled for April 10-12, 2025, at the Capital International Exhibition Center, showcasing advancements in the energy storage industry and featuring key players like Fujian Xingyun Electronics Co., Ltd. [2][21] Company Overview - Fujian Xingyun Electronics Co., Ltd. specializes in the research, development, and production of lithium battery testing equipment, intelligent manufacturing solutions, energy storage inverters, charging piles, and battery swap cabinets. The company was established in 2005 and went public in 2017 with stock code 300648 [3][4]. Product and Technology Highlights - The company offers a diverse product line applicable to various sectors, including smartphones, laptops, electric vehicles, and energy storage. Recent focus areas include energy storage and charging solutions, providing products like energy storage inverters and smart energy management platforms [4][5]. - Xingyun's energy storage inverters cover a wide power range, including 100-215kW string inverters and 630-3450kW centralized inverters, designed for high efficiency and modular components, enhancing energy storage system capabilities [4][5]. - The latest high-power energy storage inverter and flow battery storage solutions will be showcased at ESIE 2025, aiming to support the industry's transition to the 6MW+ era [5]. Key Projects - Notable projects include the Hubei Jingmen Park energy storage project (73.6MW/150MWh), the Fujian Fuzhou Park energy storage project (10MW/20MWh), and the Shanxi Yuncheng flywheel + lithium battery frequency regulation energy storage project (50MW/50MWh) [15][17]. Event Details - ESIE 2025 will feature over 800 leading enterprises, 500 new product launches, and attract more than 200,000 professional visitors. The event will also host over 40 thematic forums with participation from 400+ core policymakers and industry experts [21][24].

Investment Rating - The report maintains an "Accumulate" rating for the industry, consistent with the previous rating [1]. Core Insights - The GTC conference is leading advancements in computing power, with silicon photonic switches marking the beginning of a new era in CPO (Co-Packaged Optics) [3][8]. - The upcoming OFC 2025 conference is expected to showcase various technological innovations, with a focus on optical communication stocks that exhibit potential for innovation [3][9]. Summary by Sections GTC Conference Highlights - The GTC conference held on March 19, 2025, featured significant product launches from Nvidia, including the GB300, Rubin NVL144, and Rubin Ultra NVL576, which demonstrate substantial improvements in computing performance and cost-effectiveness [8][19]. - Nvidia introduced three CPO switches that incorporate advanced technologies such as micro-ring modulators and detachable optical interfaces, with plans for these switches to become standard options by 2028 [8][31]. OFC 2025 Preview - OFC 2025, scheduled for March 30 to April 3, 2025, is anticipated to be a major platform for showcasing new products from key players in the optical communication industry, focusing on innovations like CPO, 1.6T/3.2T optical modules, and liquid-cooled optical fiber connectors [39][40]. Investment Recommendations - The report recommends several optical communication stocks with innovation potential, including Taicheng Technology, Xinyi Technology, Huagong Technology, and others, as they are well-positioned to benefit from the upcoming industry trends [9][43]. Catalysts for Growth - Key catalysts for the industry include the successful delivery of orders and product samples, which are expected to drive growth in the optical communication sector [10].

地点：首都国际会展中心 主办： 中关村储能产业技术联盟、中国能源研究会、中国科学院工程热物理研究所 展馆冠名： 阳光电源、中天科技、宁德时代、新源智储、海博思创、中车株洲所 火灾安全全国重点实验室 将亮相第13届储能国际峰会暨展览会，展位位于 A4馆（新源智储馆） A435展位 。 火灾安全全国重点实验室 依托中国科学技术大学，火灾安全全国重点实验室新能源火灾安全研究团队汇聚了一批在电 池安全领域具备深厚学术背景和丰富实践经验的专业人才。 团队成员涵盖安全科学与工程、能源与动力工程、材料科学与工程、电化学、电子信息等多 学科领域专家，通过跨学科的深度融合与协同创新，致力于提升储能电池系统的安全性、稳 定性，为电化学储能产业的健康发展提供坚实的理论与技术支撑。 主推产品/技术 文 | 中关村储能产业技术联盟 倒计时1 6天！ 第十三届储能国际峰会暨展览会（ESIE 2025） 时间：2025年4月10-12日 （1）锂离子电池本体安全技术： 开发出高阻燃性的复合电解液和高稳定性电极材料，研发出 本体安全且电化学性能优异的储能用锂离子电池体系，并实现大规模产业化。 （2）锂离子电池过程安全技术： 甄选了表征电池热 ...