8月21日，横店集团东磁股份有限公司（以下简称"横店东磁"）举行半年报业绩线上电话会，宝盈基 金、博时基金、高盛等70余家机构参与。横店东磁接待人员何悦、吴雪萍、郭健就公司半年度业绩情况 及投资者关心的问题进行了交流。 问答环节聚焦行业热点 公司积极应对挑战"反内卷"价格传导：自硅料端减产等措施实施后，价格逐步 抬升，但中游成本上涨快于下游售价调整。国内对价格上调接受度不高，海外公司在优势市场价格传导 顺畅，新兴市场接受度相对低，增值税退税调整或影响中远期价格预期。美国对印尼双反调查：公司复 盘东南亚四国案例，梳理差异点并前置风险清单，印尼基地立项时有相关准备，正积极推进应诉准备工 作，争取合理税率。美国对等关税影响：印尼对等关税提升后，公司与客户协商分担，美国市场组件价 格提升，关税影响基本转嫁客户，整体盈利略有影响但符合预期。硅料涨价影响：公司建立适量战略库 存，减少价格传导不一致的杀伤力，下半年组件盈利仍有支撑，过去对下游价格坚守力度强，严格把控 中远期订单价格风险。TOPCon高效组件瓦数提升规划：年初目标年底TOPCon正面功率达650W，目前 约一半产能可实现640 - 645W，预计明年Q1实现 ...

Group 1 - The core viewpoint of the article highlights that Hengdian East Magnetic (002056) is maintaining a strategy of "high operating rates and increasing market share" in its lithium battery business, with steady growth in the market share of its main products [1] - The demand for high-power batteries, particularly in applications such as BBU, is rapidly increasing, and the company is actively monitoring this trend [1] - The company has completed the technical reserve for full-tab ear technology and will evaluate the decision to invest in mass production next year based on its development, market demand, and capital return considerations [1]

2025起点户储及便携式储能电池技术论坛 时间： 2025年9月26日 地点：深圳 一 会议背景 户用储能： 起点研究院 SPIR调研数据显示，2024年全球户用储能出货规模为27.8GWh，同比增长19%，其中中国企业出货占比高达75%。 户储产品消费领先的国家/区域是欧洲、美国、乌克兰、日本、澳洲、非洲、中东、东盟、俄罗斯。欧洲仍是市场占比最大，最成熟的市场，但 是由于电价下降，增速明显下滑，2024年增速较快的市场是：美国、乌克兰、澳洲、南非、尼日利亚、巴西等国家。SPIR预测，2030年全球 户用储能市场将达到180GWh，相比2024年增长547%。 竞争格局方面， 中国户用储能系统全球出货量 TOP10企业是：华为、比亚迪、艾罗能源、派能科技、麦田能源、德业股份、沃太能源、首航 新能、安克创新和三晶股份。 便携式储能： 起点研究院 SPIR调研数据显示，2024年全球便携式储能电源出货规模为1100万台，同比增长90%。2024年便携式储能电源产 品消费领先的国家/区域是美国、欧洲、日本、乌克兰。美国是全球便携式储能市最大最成熟的市场，主要是美国的户外运动群体大，便携式储 能普及程度高，另外美国 ...

Core Insights - The article discusses the growth and competitive landscape of the home energy storage and portable energy storage markets, highlighting significant trends and forecasts for 2024 and beyond [3][4][5]. Home Energy Storage - In 2024, the global home energy storage shipment is projected to reach 27.8 GWh, marking a 19% year-on-year increase, with Chinese companies accounting for 75% of the shipments [3]. - The leading markets for home energy storage products include Europe, the USA, Ukraine, Japan, Australia, Africa, the Middle East, ASEAN, and Russia, with Europe being the largest but experiencing a slowdown in growth due to declining electricity prices [3]. - The USA, Ukraine, Australia, South Africa, Nigeria, and Brazil are expected to see faster growth rates in 2024 [3]. - SPIR forecasts that the global home energy storage market will reach 180 GWh by 2030, representing a 547% increase from 2024 [3]. - The top 10 companies in global home energy storage shipments include Huawei, BYD, Airo Energy, Pylontech, Maidian Energy, Deye, Wotai Energy, Shouhang New Energy, Anker Innovations, and Sanjing Co., Ltd [3]. Portable Energy Storage - The global portable energy storage shipment is expected to reach 11 million units in 2024, reflecting a 90% year-on-year growth [4]. - The leading markets for portable energy storage products are the USA, Europe, Japan, and Ukraine, with the USA being the most mature market due to its outdoor activity culture and RV market [4]. - Ukraine is anticipated to experience the fastest growth in 2024 due to energy shortages caused by the Russia-Ukraine conflict [4]. - By 2030, the global portable energy storage market is projected to reach 28 million units, a 156% increase from 2024, driven by outdoor economy development and emergency power needs [4]. - The top 10 companies in global portable energy storage shipments include EcoFlow, BLUETTI, Jackery, Anker, DJI, Goal Zero, Marbero, Bull, Newsmy, and UGREEN [5]. Industry Trends and Challenges - The article notes the emergence of new technologies and materials in battery technology, such as fast charging, solid-state, sodium batteries, and full-tab designs, while also highlighting ongoing safety challenges, particularly in portable power banks [5]. - The upcoming implementation of new national standards for mobile power sources will raise safety requirements across the portable energy storage supply chain [5]. Upcoming Forum - The 2025 Peak Forum on Home and Portable Energy Storage Battery Technology will be held on September 26, 2025, in Shenzhen, focusing on high safety and building a new ecosystem [6][11]. - The forum aims to gather system integrators, inverter manufacturers, battery companies, and material suppliers to discuss technical challenges and share innovative solutions [6][10].

Core Viewpoint - The article discusses the growth and competitive landscape of the home energy storage and portable energy storage markets, highlighting significant trends, forecasts, and the upcoming 2025 forum focused on battery technology and safety [3][4][6]. Home Energy Storage - In 2024, the global home energy storage shipment is projected to reach 27.8 GWh, marking a 19% year-on-year increase, with Chinese companies accounting for 75% of the shipments [3]. - The leading regions for home energy storage consumption include Europe, the USA, Ukraine, Japan, Australia, Africa, the Middle East, ASEAN, and Russia, with Europe being the largest and most mature market. However, growth rates are slowing due to declining electricity prices, while the USA, Ukraine, Australia, South Africa, Nigeria, and Brazil are expected to see faster growth in 2024 [3]. - SPIR forecasts that by 2030, the global home energy storage market will reach 180 GWh, representing a 547% increase from 2024 [3]. - The top 10 companies in global home energy storage shipments include Huawei, BYD, Airo Energy, Pylon Technologies, Maitian Energy, Deye, Wotai Energy, Shouhang New Energy, Anker Innovations, and Sanjing Co., Ltd. [3]. Portable Energy Storage - The global portable energy storage shipment is expected to reach 11 million units in 2024, reflecting a 90% year-on-year increase [4]. - The leading regions for portable energy storage consumption are the USA, Europe, Japan, and Ukraine, with the USA being the largest and most mature market due to its outdoor sports culture and developed RV market [4]. - The fastest-growing market in 2024 is Ukraine, driven by energy shortages caused by the Russia-Ukraine conflict, increasing the demand for portable energy solutions [4]. - SPIR predicts that by 2030, the global portable energy storage market will reach 28 million units, a 156% increase from 2024, primarily fueled by outdoor economic development and emergency power needs due to conflicts and extreme weather [4]. - The top 10 companies in global portable energy storage shipments include EcoFlow, BLUETTI, Jackery, Anker, DJI, Goal Zero, Marbero, Bull, Newsmy, and UGREEN [5]. Industry Trends and Challenges - The article notes the emergence of new technologies and materials in battery technology, such as fast charging, solid-state, sodium batteries, and full-tab designs, while also highlighting ongoing safety challenges, particularly concerning power bank safety [5]. - The upcoming forum will focus on high safety standards and building a new ecosystem for home and portable energy storage, bringing together industry stakeholders to discuss technical pain points and share innovative solutions [6][10]. Forum Details - The 2025 Peak Forum on Home and Portable Energy Storage Battery Technology will be held on September 26, 2025, in Shenzhen, focusing on high safety and ecosystem development [6][11]. - The forum will feature discussions on various topics, including the design of multi-level safety systems for home energy storage, trends in battery technology, and strategies for companies expanding into Southeast Asia and the Middle East [9][10].

2025起点户储及便携式储能电池技术论坛 时间： 2025年9月26日 地点：深圳 一 会议背景 户用储能： 起点研究院 SPIR调研数据显示，2024年全球户用储能出货规模为27.8GWh，同比增长19%，其中中国企业出货占比高达75%。 户储产品消费领先的国家/区域是欧洲、美国、乌克兰、日本、澳洲、非洲、中东、东盟、俄罗斯。欧洲仍是市场占比最大，最成熟的市场，但 是由于电价下降，增速明显下滑，2024年增速较快的市场是：美国、乌克兰、澳洲、南非、尼日利亚、巴西等国家。SPIR预测，2030年全球 户用储能市场将达到180GWh，相比2024年增长547%。 竞争格局方面， 中国户用储能系统全球出货量 TOP10企业是：华为、比亚迪、艾罗能源、派能科技、麦田能源、德业股份、沃太能源、首航 新能、安克创新和三晶股份。 便携式储能： 起点研究院 SPIR调研数据显示，2024年全球便携式储能电源出货规模为1100万台，同比增长90%。2024年便携式储能电源产 品消费领先的国家/区域是美国、欧洲、日本、乌克兰。美国是全球便携式储能市最大最成熟的市场，主要是美国的户外运动群体大，便携式储 能普及程度高，另外美国 ...

Core Insights - The article discusses the growth and competitive landscape of the home energy storage and portable energy storage markets, highlighting significant trends and forecasts for 2024 and beyond [3][4][5]. Home Energy Storage - In 2024, the global home energy storage shipment is projected to reach 27.8 GWh, marking a 19% year-on-year increase, with Chinese companies accounting for 75% of the shipments [3]. - The leading regions for home energy storage consumption include Europe, the USA, Ukraine, Japan, Australia, Africa, the Middle East, ASEAN, and Russia, with Europe being the largest and most mature market [3]. - The USA, Ukraine, Australia, South Africa, Nigeria, and Brazil are expected to see rapid growth in 2024 due to declining electricity prices and increasing demand [3]. - SPIR forecasts that the global home energy storage market will reach 180 GWh by 2030, representing a 547% increase from 2024 [3]. - The top 10 companies in global home energy storage shipments include Huawei, BYD, Airo Energy, and others [3]. Portable Energy Storage - The global portable energy storage shipment is expected to reach 11 million units in 2024, reflecting a 90% year-on-year growth [4]. - The USA is identified as the largest and most mature market for portable energy storage, driven by outdoor activities and a developed RV market [4]. - Ukraine is projected to experience the fastest growth in 2024 due to energy shortages caused by the ongoing conflict, increasing the demand for emergency power solutions [4]. - By 2030, the global portable energy storage market is anticipated to reach 28 million units, a 156% increase from 2024, fueled by outdoor economic development and emergency power needs [4]. - The top 10 companies in global portable energy storage shipments include EcoFlow, BLUETTI, Jackery, and others [5]. Industry Trends and Challenges - The article notes the emergence of new technologies and materials in battery technology, such as fast charging, solid-state, sodium batteries, and full-tab designs, while also highlighting ongoing safety challenges [5]. - The implementation of new national standards for portable power sources is expected to raise safety requirements across the industry [5]. - The upcoming 2025 forum aims to address these challenges and foster collaboration among industry stakeholders to enhance safety and innovation in the home and portable energy storage sectors [6][10]. Event Details - The 2025 Peak Forum on Home and Portable Energy Storage Battery Technology will take place on September 26, 2025, in Shenzhen, focusing on high safety and building a new ecosystem [6][11]. - The event will gather over 600 decision-makers from key enterprises and reach more than 20,000 professionals online [10].

Group 1 - The core viewpoint of the article emphasizes the growth and potential of the home energy storage and portable energy storage markets, highlighting significant increases in shipment volumes and market forecasts for 2024 and beyond [3][4][10] - The global home energy storage shipment volume is projected to reach 27.8 GWh in 2024, with a year-on-year growth of 19%, and China accounting for 75% of the shipments [3] - The global portable energy storage shipment volume is expected to reach 11 million units in 2024, reflecting a remarkable year-on-year growth of 90% [4] Group 2 - The article outlines the competitive landscape, identifying the top 10 companies in the home energy storage sector, including Huawei, BYD, and Airo Energy, among others [3] - For portable energy storage, the leading companies include EcoFlow, BLUETTI, and Jackery, with a strong presence in the US and European markets [5] - The article notes that the portable energy storage market is entering a rapid development phase, driven by outdoor economy growth and increased demand for emergency power solutions due to conflicts and extreme weather [4][5] Group 3 - The upcoming 2025 Peak Forum on Home and Portable Energy Storage Battery Technology will focus on high safety standards and building a new ecosystem for the industry [6][8] - The forum will feature discussions on various topics, including safety systems for home energy storage, trends in battery technology, and strategies for companies expanding into Southeast Asia and the Middle East [9][10] - The event is expected to attract over 600 decision-makers from core enterprises and reach more than 20,000 professionals online [10][11]

Group 1 - The core viewpoint of the article emphasizes the growth and potential of the home energy storage and portable energy storage markets, highlighting significant increases in shipment volumes and market forecasts for 2024 and beyond [3][4][10] - The global home energy storage shipment volume is projected to reach 27.8 GWh in 2024, with a year-on-year growth of 19%, and China accounting for 75% of this market [3] - The global portable energy storage shipment volume is expected to reach 11 million units in 2024, reflecting a remarkable year-on-year growth of 90% [4] Group 2 - The article outlines that by 2030, the global home energy storage market is anticipated to grow to 180 GWh, representing a 547% increase from 2024 [3] - The competitive landscape for home energy storage systems is dominated by Chinese companies, with the top 10 global players including Huawei, BYD, and Airo Energy [3] - The portable energy storage market is also projected to grow significantly, reaching 28 million units by 2030, which is a 156% increase from 2024, driven by outdoor economy development and emergency power needs [4] Group 3 - The upcoming 2025 Peak Forum on Home and Portable Energy Storage Battery Technology will focus on high safety standards and building a new ecosystem for the industry [6][8] - The forum will gather over 600 decision-makers from leading companies to discuss technological breakthroughs and safety challenges in the energy storage sector [10][11] - Key topics at the forum will include the design of multi-level safety protection systems for home energy storage and the application of solid-state batteries in portable energy storage [9][10]

Group 1 - The core viewpoint of the article emphasizes the growth and potential of the home energy storage and portable energy storage markets, highlighting significant increases in shipment volumes and market forecasts for 2024 and beyond [3][4][10] - The global home energy storage shipment volume is projected to reach 27.8 GWh in 2024, with a year-on-year growth of 19%, and China accounting for 75% of this market [3] - The competitive landscape for home energy storage systems is dominated by Chinese companies, with the top 10 global players including Huawei, BYD, and Aier Energy [3] Group 2 - The portable energy storage market is expected to ship 11 million units in 2024, reflecting a remarkable 90% year-on-year growth, with the U.S. being the largest and most mature market [4] - The fastest-growing markets for portable energy storage in 2024 include Ukraine, driven by energy shortages due to the ongoing conflict [4] - The top 10 global portable energy storage companies include EcoFlow, BLUETTI, and Jackery, with significant market presence in the U.S. and Europe [5] Group 3 - The upcoming 2025 Peak Forum on Home and Portable Energy Storage Battery Technology will focus on high safety standards and building a new ecosystem for the industry [6][8] - The forum will feature discussions on various topics, including safety systems for home energy storage and the application of solid-state batteries in portable storage [9][10] - The event is expected to attract over 600 decision-makers from key enterprises and reach more than 20,000 professionals online [10][11]