文 | 海博思创 近日，北京海博思创科技股份有限公司与宁德时代新能源科技股份有限公司签订《战略合作协议》，约定2026年1月1日至2028年12月 31日，公司向宁德时代采购电芯电量累计不低于200GWh，为公司储能业务的规模化拓展奠定坚实的基础。 海博思创联合创始人、运营总裁舒鹏，宁德时代市场体系联席总裁郑叶来代表双方签署协议。海博思创创始人、董事长、CEO张剑辉， 宁德时代董事长兼CEO曾毓群共同见证签约。 此次合作构建了双方的长效协同机制，根据协议约定，在2026年1月1日至2035年12月31日合作期内，双方于每年度末（12月1日 前）就未来三年的合作目标进行滚动式更新，并签署相应年限的合作备忘录予以确认。 依托双方在各自领域的核心优势，此次合作将向更广阔维度延伸。 双方将积极探索商业模式创新，包括但不限于设立储能项目产业基 金，打造集开发、投资、运营、运维等一体化的管理平台等 ，以及双方共同在交流侧系统产品零部件方面合作采购，实现供应链协同， 促进双方资源高效配置与互惠共赢。 联盟官微 关注政策、项目、企业、市场活动 联盟官方小秘书 入会、入群、产业交流、活动对接 曹先生 1 3552 71 21 ...

Core Viewpoint - The lithium battery supply chain is experiencing a shift from a focus on capacity expansion to ensuring supply chain security, with long-term cooperation agreements becoming a consensus for collaborative development in the industry [1][4]. Group 1: Market Dynamics - The lithium battery industry is witnessing a "rush for orders" as demand for new energy vehicles and energy storage continues to rise, leading to a significant increase in orders for upstream materials [2][4]. - Xiamen Tungsten New Energy Materials Co., Ltd. reported a 36.29% year-on-year increase in sales of its battery cathode materials, reaching 53,000 tons in the first three quarters of 2025 [2]. Group 2: Strategic Partnerships - Recent strategic cooperation agreements include a three-year framework between Xiamen Tungsten and Greeenmei, which involves the supply of various battery raw materials totaling 450,000 tons [2]. - CATL signed a ten-year comprehensive strategic cooperation agreement with Guangzhou Automobile Group, and a similar agreement with Haibo Sichuang for the procurement of no less than 200 GWh of energy storage cells over the next three years [4]. Group 3: Price Trends - The price of battery-grade lithium carbonate has shown an upward trend, with a reported increase of 5.61% from 80,200 CNY/ton to 84,700 CNY/ton in early November [2]. Group 4: Industry Collaboration - The industry is moving towards a long-term cooperation model that locks in supply-demand relationships and shares resource networks, which helps stabilize capacity utilization rates for upstream companies [4]. - The shift in the industry is characterized by long-term agreements that reflect the collaborative division of labor and cooperation between upstream and downstream enterprises [4].

Core Insights - Under the "dual carbon" goals, user-side commercial energy storage is becoming a key factor for enterprise transformation [1] - The project established by Haibo Sichuang Technology Co., Ltd. and its partners aims to reduce energy costs for high-energy-consuming enterprises through innovative energy storage solutions [2] Group 1: Project Overview - The Zhuhai user-side commercial energy storage project has a capacity of 28.5MW/100MWh and utilizes a "peak shaving and valley filling" model [1] - The project is designed to address high energy consumption and costs at the Zhuhai Jinwan base of Gaojing Solar, which faces significant electricity expenses [1][2] Group 2: Technological Features - The project employs Haibo Sichuang's advanced liquid cooling energy storage system, which offers high charge and discharge efficiency and long battery life [2] - Custom-designed products meet the environmental challenges of high temperature, humidity, and salt fog, ensuring operational reliability [2] Group 3: Economic Impact - The differentiated electricity pricing policy in Guangdong, with peak prices exceeding 1 yuan per kWh and valley prices around 0.27 yuan per kWh, provides a new opportunity for high-energy-consuming enterprises to reduce costs [1] - The project aims to significantly lower Gaojing Solar's electricity costs while enhancing operational efficiency through a "two charge, two discharge" strategy [2] Group 4: Market Context - The energy usage logic in high-energy-consuming industries is undergoing fundamental changes, with peak-shifting electricity usage becoming a rigid requirement rather than an elastic choice [2] - Haibo Sichuang plans to deepen its customized "energy storage + X" strategy to optimize energy utilization efficiency and operational costs for enterprises [2]

11月12日，海博思创涨5.05%，截至发稿，报314.78元/股，成交15.41亿元，换手率13.55%，总市值 566.90亿元。 资料显示，北京海博思创科技股份有限公司位于北京市海淀区丰豪东路9号院2号楼12层，成立日期2011 年11月4日，上市日期2025年1月27日，公司主营业务涉及专注于电化学储能系统的研发、生产、销售, 为传统发电、新能源发电、智能电网、终端电力用户等"源-网-荷"全链条行业客户提供全系列储能系统 产品,提供储能系统一站式整体解决方案。主营业务收入构成为：储能系统99.77%，新能源车租赁 0.10%，其他(补充)0.07%，技术服务0.06%。 景顺长城新兴产业混合A（023632）基金经理为农冰立。 截至发稿，农冰立累计任职时间7年146天，现任基金资产总规模167.71亿元，任职期间最佳基金回报 169.54%， 任职期间最差基金回报-1.57%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 从基金十大重仓股角 ...

在全球能源结构加速转型与"双碳"目标深入推进的大环境下，储能产业已从规模化扩 张阶段，迈入到以"生产制造提质、产品设计升级、交易手段优化"为核心的高质量发 展关键期。 1 0月31日，"走进北京新型储能示范区（中关村房山园）暨储能产业链智能升级沙龙"在 房山区中关村新兴产业前沿技术研究院成功举办。本次沙龙以"跨界融合，协同进化：构 建储能全链条智能新图景"为主题，通过深入探讨储能与数字智能的融合创新，推动产业 链各环节协同突破，助力企业在全链条智能化方向实现从"技术应用"到"价值创造"的跨 越。 活动由中关村房山园管委会区科委、中关村储能产业技术联盟联合主办，智能网协办，北 京海博思创科技股份有限公司、新源智储能源发展（北京）有限公司联合支持。近7 0位来 自科研院所、代表企业的嘉宾齐聚一堂，共商技术智能升级路径，共探产业发展新机。 文 | 中关村储能产业技术联盟 北京市房山区政府陈仲秋副区长 在活动中致辞，他表示房山区秉承着重点园区特色化 发展的工作要求，以高标准推进园区建设，聚焦绿色能源产业发展要素，打造北京高端 制造业基地，已形成以新型储能、氢能为主导的绿色能源产业格局。未来，将继续立足 北京储能产业示 ...

Core Viewpoint - Beijing Haibo Sichuang Technology Co., Ltd. has signed a tripartite framework cooperation agreement with the Jinchang Municipal Government and Huawei Technologies Co., Ltd. to promote the development of an integrated energy storage industrial ecosystem in Jinchang City, aiming to establish it as an important demonstration base for the new energy storage industry in the Northwest region [1] Group 1 - The tripartite agreement involves collaboration between Haibo Sichuang, the Jinchang Municipal Government, and Huawei [1] - The focus of the cooperation is on developing an integrated energy storage industrial ecosystem [1] - The initiative aims to position Jinchang City as a key demonstration base for new energy storage in the Northwest [1]

Core Viewpoint - The article discusses a tripartite framework cooperation agreement signed between Beijing Haibo Sichuang Technology Co., Ltd., the Jinchang Municipal Government, and Huawei Technologies Co., Ltd. to promote the high-quality development of the new energy industry in Jinchang City, Gansu Province, in response to China's "carbon peak and carbon neutrality" strategic goals [1][3]. Group 1: Agreement Details - The agreement aims to establish an integrated energy storage industrial ecosystem in Jinchang, positioning the city as an important demonstration base for the new energy storage industry in the Northwest region [3]. - Key representatives from the signing ceremony included Wang Fangtai, Secretary of the Jinchang Municipal Committee, and Shupeng, Co-founder and Chief Operating Officer of Haibo Sichuang [3]. Group 2: Strategic Goals - The collaboration seeks to leverage the strengths of Huawei and Haibo Sichuang in information and communication technology and the energy storage sector, with a focus on expanding cooperation in various fields [3][4]. - Haibo Sichuang plans to utilize its advantages in the entire energy storage industry chain to develop independent energy storage projects in Jinchang, integrating Huawei's technology and solutions [3][4]. Group 3: Technological Support - Huawei will focus on clean power generation, green ICT infrastructure, and energy storage, providing advanced technical solutions and coordinating resources to support the high-quality development of Jinchang [4]. - The partnership aims to explore new pathways for green energy and inject strong momentum into the transformation of China's energy structure [4].

Group 1 - The core viewpoint of the news is the significant increase in the stock price of Haibo Sichuang, which rose by 5.79% to 289.50 CNY per share, with a trading volume of 691 million CNY and a turnover rate of 6.51%, resulting in a total market capitalization of 52.137 billion CNY [1] - Haibo Sichuang, established on November 4, 2011, focuses on the research, production, and sales of electrochemical energy storage systems, providing a full range of energy storage system products and one-stop overall solutions for various industry clients [1] - The company's main business revenue composition is as follows: energy storage systems account for 99.77%, new energy vehicle leasing for 0.10%, other (supplementary) for 0.07%, and technical services for 0.06% [1] Group 2 - From the perspective of fund holdings, one fund under Zheshang Securities Asset Management has a significant position in Haibo Sichuang, with Zheshang Huijin Transformation Growth Fund (000935) holding 7,027 shares, representing 4.4% of the fund's net value, making it the third-largest holding [2] - The Zheshang Huijin Transformation Growth Fund was established on December 30, 2014, with a latest scale of 51.7885 million CNY, achieving a year-to-date return of 38.73% and a one-year return of 32.84% [2]

Core Viewpoint - Haibo Sichuang's stock price increased by 5.79% to 289.50 CNY per share, with a total market capitalization of 52.137 billion CNY, indicating strong investor interest and market performance [1] Company Overview - Beijing Haibo Sichuang Technology Co., Ltd. was established on November 4, 2011, and is located in Haidian District, Beijing [1] - The company specializes in the research, development, production, and sales of electrochemical energy storage systems, providing a full range of energy storage system products and one-stop overall solutions for various industry clients [1] - The revenue composition of the company is as follows: 99.77% from energy storage systems, 0.10% from new energy vehicle leasing, 0.07% from other services, and 0.06% from technical services [1] Fund Holdings - Morgan Fund has a significant holding in Haibo Sichuang, with the Morgan Antong Return Mixed A Fund (004361) holding 1,000 shares, representing 0.82% of the fund's net value, making it the ninth largest holding [2] - The fund has generated a floating profit of approximately 15,900 CNY today [2] Fund Performance - The Morgan Antong Return Mixed A Fund was established on April 26, 2017, with a current scale of 13.8675 million CNY [2] - Year-to-date performance is 11.76%, ranking 5,476 out of 8,150 in its category, while the one-year return is 10.13%, ranking 5,515 out of 8,043 [2] - Since its inception, the fund has achieved a return of 53.95% [2]

Core Points - Jinchang City signed a cooperation framework agreement with Beijing Haibo Sichuang Technology Co., Ltd. and Huawei Technologies Co., Ltd. to develop an integrated industrial ecosystem for energy storage equipment manufacturing, energy storage station construction, and energy smart management [2][4] - The collaboration aims to establish Jinchang as an important demonstration base for the new energy storage industry in Northwest China, aligning with national "dual carbon" strategic goals [4] Group 1 - The signing ceremony was attended by key officials from Jinchang City and representatives from Haibo Sichuang and Huawei, indicating strong governmental and corporate support for the initiative [3][4] - Jinchang City is focusing on high-quality development and modernizing its industrial system, leveraging its resource endowment and industrial foundation [4] - Haibo Sichuang plans to utilize its full industry chain advantages in energy storage to develop independent energy storage station projects in Jinchang, in collaboration with Huawei's technology and solutions [4][5] Group 2 - Huawei will provide advanced technical solutions and coordinate resources to support the collaboration, focusing on clean power generation, green ICT infrastructure, and energy storage [5]