1月9日，恒实科技盘中上涨2.03%，截至14:05，报10.58元/股，成交1.07亿元，换手率3.55%，总市值 33.19亿元。 资金流向方面，主力资金净流出337.55万元，特大单买入424.18万元，占比3.96%，卖出162.28万元，占 比1.51%；大单买入2655.02万元，占比24.77%，卖出3254.46万元，占比30.36%。 恒实科技所属申万行业为：通信-通信服务-通信工程及服务。所属概念板块包括：国产软件、虚拟电 厂、智能交通、小盘、乡村振兴等。 截至9月30日，恒实科技股东户数2.44万，较上期减少11.36%；人均流通股11837股，较上期增加 12.82%。2025年1月-9月，恒实科技实现营业收入6.63亿元，同比减少19.70%；归母净利润-8606.02万 元，同比减少72.06%。 分红方面，恒实科技A股上市后累计派现1.03亿元。近三年，累计派现1097.92万元。 责任编辑：小浪快报 恒实科技今年以来股价涨11.49%，近5个交易日涨11.49%，近20日涨10.09%，近60日涨5.69%。 资料显示，北京恒泰实达科技股份有限公司位于北京市海淀区林风二路39号 ...

1月9日，晶科科技盘中下跌2.19%，截至13:04，报4.02元/股，成交4.09亿元，换手率2.81%，总市值 143.55亿元。 分红方面，晶科科技A股上市后累计派现3.19亿元。近三年，累计派现1.61亿元。 机构持仓方面，截止2025年9月30日，晶科科技十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股3925.78万股，相比上期增加617.84万股。广发均衡优选混合A（010379）位居第六大流通 股东，持股3258.31万股，为新进股东。光伏ETF（515790）位居第七大流通股东，持股3248.95万股， 相比上期减少77.66万股。南方中证1000ETF（512100）位居第八大流通股东，持股2613.37万股，相比 上期减少24.63万股。广发价值优势混合（008297）位居第十大流通股东，持股2475.86万股，为新进股 东。 责任编辑：小浪快报 资料显示，晶科电力科技股份有限公司位于上海市闵行区申长路1466弄1号晶科中心，成立日期2011年7 月28日，上市日期2020年5月19日，公司主营业务涉及光伏电站开发运营转让业务和光伏电站EPC业 务。主营业务收入构成为：光伏 ...

Core Viewpoint - The new energy storage industry is at a critical juncture, transitioning from a policy-driven model to a market-driven one, influenced by recent regulatory changes and technological advancements [5][7][41]. Group 1: Policy Changes and Market Dynamics - The 136 and 1502 documents signify a shift in energy pricing, impacting both generation and consumption sides, which will profoundly affect the new energy storage industry [2][41]. - The cancellation of mandatory time-of-use pricing for direct market participants aims to address how electricity pricing is connected to consumption, indicating a move towards more market-oriented pricing mechanisms [2][41]. - The acceleration of electricity market reforms is disrupting traditional business models, necessitating companies to redefine their roles within the energy ecosystem [6][41]. Group 2: Strategic Opportunities and Trends - The new energy storage sector is expected to experience significant growth, with global installed capacity projected to reach approximately 277 GWh in 2025 and 380 GWh to 392.76 GWh in 2026 [9]. - Key trends include the rise of large-capacity battery cells, grid-connected storage, long-duration storage, and the increasing importance of virtual power plants [3][10]. - The industry is moving towards a multi-scenario revenue model, shifting from simple arbitrage to comprehensive energy services, driven by the need for diversified revenue streams [16][41]. Group 3: Technological Innovations - The evolution of battery technology is evident, with a shift from 314 Ah cells to 500/600 Ah cells expected by 2026, enhancing efficiency and performance [13][15]. - Innovations such as the high-safety series-connected grid storage solutions are being developed to address challenges like low inertia and weak grid conditions [12][40]. - The introduction of AI and digital solutions is becoming crucial for optimizing energy management and operational efficiency in the storage sector [18][20]. Group 4: Commercialization and Application Scenarios - The commercial storage market is projected to grow significantly, with an expected increase in installed capacity from 7.54 GWh to 18.96 GWh from 2023 to 2025, reflecting a compound annual growth rate of 35.98% [30]. - The focus is shifting from price competition to comprehensive energy solutions, with companies like Haier introducing integrated storage systems that enhance safety and performance [31][33]. - The virtual power plant model is emerging as a key strategy for commercial storage, allowing for enhanced revenue generation through dynamic pricing and resource aggregation [19][25]. Group 5: Challenges and Industry Evolution - The cancellation of time-of-use pricing is leading to a reevaluation of revenue models for commercial storage, with companies needing to adapt to fluctuating market prices [41][44]. - The industry faces challenges in operational capabilities and safety, necessitating a transition towards multi-revenue models and enhanced operational strategies [37][46]. - As the market evolves, companies must focus on building differentiated advantages through integrated solutions and advanced technology to remain competitive [48][49].

1月4日，2026年的第一个工作日，吉利远程新能源商用车集团南充生产基地传来好消息——吉利四 川商用车N72新车型第21300辆汽车顺利下线。该型号整车最高日下线量突破130台，产量再创新高。 产线火热，是南充向"沉睡产能"要增量、提升发展质效的缩影。时间回到2024年，南充工业的关键 指标"亮红灯"：工业增加值占GDP比重仅17%、规上工业营业收入仅1186亿元——均居全省7个区域中 心城市末位。 2024年2月，南充市委首次提出"产业为本、工业当家"，将其确定为"最重要、最现实、最紧迫"的 发展任务。时隔近两年，南充工业发生了哪些变化？ 提升工业企业产能利用率，既回应企业所盼，又体现发展所需。2024年以来，南充先后实施领导包 联、精准帮扶，从生产端发力帮助企业降成本，从技术端着力帮助企业提质效，推动企业释放产能、扩 大生产。 从53.4%到64.7% "沉睡产能"醒过来 2025年，全市规上工业产能利用率达64.7%——2025年12月30日，在南充市委七届十三次全会上， 南充市委主要负责同志向与会人员公布这一重要进展，"这一数字较2024年提升11.3个百分点。" 工业产能利用率，是指企业在一定时期内 ...

红头文件开出"能源团购"绿灯 虚拟电厂聚合分散电力资源，正式参与现货市场交易。 佛山顺德工业园内，4.7万平方米的厂房屋顶光伏板不再各自为政，它们被一个看不见的"打包商"聚合 成10兆瓦的"商品"，正通过南方区域电力现货市场，寻找最合适的买家。 2025年12月29日，南方区域电力现货市场的交易系统里，出现了第一批"非典型"卖家。来自深圳、佛 山、中山等地的5家虚拟电厂，将总计约33兆瓦的分散电力资源"打包"上架，以"报量报价"的方式参与 竞价。这标志着，一种聚合分布式能源并参与市场化交易的新业态，正式从试点走向真实交易。 政策清晰地定义了虚拟电厂的身份——它不是实体电厂，而是一个基于数字技术的"资源聚合商"和"市 场服务商"。它的任务是把海量、分散、闲置的"碎片化"电力资源，如屋顶光伏、小型储能、可调节的 工业负荷等整合起来，变成一个能在电力市场中统一报价、稳定出力的"虚拟主体"。 这种看似"电力团购"的模式，实则是通过技术聚合与市场机制，将分散资源转化为可交易的电力商品及 系统调节能力。 市场的反应是迅速的。据公开数据，截至2025年底，全国已冒出超过200家虚拟电厂聚合商，其中广 东、北京、江苏等地最为 ...

佛山顺德工业园内，4.7万平方米的厂房屋顶光伏板不再各自为政，它们被一个看不见的"打包商"聚合 成10兆瓦的"商品"，正通过南方区域电力现货市场，寻找最合适的买家。 在虚拟电厂出现之前，一个工业园区里几十家工厂的屋顶光伏，大多只是自发自用，多余的电力要么浪 费，要么以较低价格被动上网。它们就像一个个互不相连的"能源孤岛"。 虚拟电厂的核心技术，就是建造连接这些孤岛的"数字桥梁"。以广东电网能源投资有限公司运营的"粤 能投虚拟电厂"为例，它成功将珠海科技产业集团旗下多个分散的分布式光伏项目聚合，成为首批"吃螃 蟹"的市场参与者之一。 2025年12月29日，南方区域电力现货市场的交易系统里，出现了第一批"非典型"卖家。来自深圳、佛 山、中山等地的5家虚拟电厂，将总计约33兆瓦的分散电力资源"打包"上架，以"报量报价"的方式参与 竞价。这标志着，一种聚合分布式能源并参与市场化交易的新业态，正式从试点走向真实交易。 红头文件开出"能源团购"绿灯 虚拟电厂这盘棋能下起来，首先是政策棋盘摆好了。2025年3月，国家发展改革委与国家能源局联合印 发《关于加快推进虚拟电厂发展的指导意见》，这份被业内视为"及时雨"的文件，给 ...

Investment Rating - The report provides a "Buy" rating for several key stocks in the financial and manufacturing sectors, including China Resources Land and Nanjing Bank, among others [12][19][53]. Core Insights - The report highlights the financial and manufacturing industries' investment outlook for January 2026, emphasizing the need to focus on companies with strong fundamentals and growth potential amid economic pressures [6][8][10]. - It identifies specific sectors such as real estate, non-bank financials, banking, new energy, machinery, military industry, light industry, and environmental protection as areas of interest for investment [8][10][21][32][36][43]. Summary by Sector Real Estate - The real estate sector faces increasing downward pressure, necessitating policy easing. Key companies like China Resources Land are highlighted for their strong operational capabilities and cash flow stability [11][12][53]. Non-Bank Financials - The non-bank financial sector is expected to benefit from policy support and high market trading volumes, with companies like New China Life Insurance showing strong growth potential [16][17][53]. Banking - The banking sector is viewed positively, with a focus on large banks and city commercial banks, particularly Jiangsu Bank, which is noted for its attractive valuation and growth prospects [18][19][53]. New Energy - The new energy sector is at a turning point, with companies like Sungrow Power Supply and Slin Smart Drive recommended for their growth potential in solar and energy storage technologies [21][23][53]. Machinery - The machinery sector is encouraged to focus on AI and robotics, with companies like Hengli Hydraulic and Ding Tai High-Tech identified for their growth opportunities in traditional and emerging markets [25][30][31][53]. Military Industry - The military sector is expected to see growth from military-to-civilian transitions and military trade, with AVIC Xi'an Aircraft Industry Company highlighted for its potential in the domestic and international markets [32][34][53]. Light Industry - The light industry is advised to focus on overseas manufacturing and new consumer opportunities, with companies like Yingke Medical and Meiyin Sen noted for their growth in international markets [36][40][53]. Environmental Protection - The environmental sector is poised for growth through overseas expansion and rising metal prices, with companies like Weiming Environmental and Ice Wheel Environment recommended for their strong market positions [43][48][51][53].

扫码报名，有问题咨询辛迪：15989092696（微信同号） 2026年，行业目光将集体投向"运营"——热闹过后，如何让储能项目从"并上网"到"赚到钱"？产业也将关心的是更具体的事：一度电的收益如何算清，一种 新模式如何跑通，一座电站的资产如何盘活。行家说储能联合近30家产业核心玩家，开年即切入运营最深水区：探讨收益、资产优化与市场博弈的真实路 径。 本次『行家说储能2026开年盛会：电力市场与数智化储能企业创新实践峰会暨储能行业极光奖颁奖仪式』将于1月8日，在深圳正式举办。 据悉，作为新型储能行业开年盛会，本次大会汇聚 南网科技、阳光电源、海辰储能、天合光能、瑞浦兰钧、海尔新能源、华储电气、弘正储能、融和元储、 利星能、星星充电、兆万能源、鹏辉智慧能源、卧龙储能、星纪云能、量道储能、天能储能、海信网络能源、皇鼎储能、国能日新、亿兰科、汇能科技、创 程租赁、领储宇能、派能科技、智光储能、奇点能源、黄河天 炜、拓邦股份、煜邦智源 （以上排名不分先后 ） 等业内30家储能主流企业代表，覆盖近200 家产业链上下游各环节企业，网罗了新型储能资方、运营方以及终端用户等多方资源，共探2025年储能发展大势，挖掘新型储能 ...

Key Points - The article discusses the upcoming "Energy Storage 2026 Opening Conference" scheduled for January 8, 2026, in Shenzhen, focusing on innovations in the energy storage industry and the participation of key industry leaders [2] - The conference will feature discussions on virtual power plants, intelligent computing technologies, and the evolving investment and operational practices in the energy storage sector [5][6] - A total of 14 system integration companies will explore the shift from capacity competition to customized scenario capabilities in energy storage systems [6][8] - Key topics include the development status and application exploration of network-type and distributed energy storage, as well as the impact of digitalization on energy storage value [8][9] - The event will also cover advancements in AIDC (Artificial Intelligence Data Center) and large-capacity battery cells, with discussions on safety innovations and market opportunities [11][12] Group 1: Highlights of the Conference - The conference will feature seven companies sharing their investment and operational experiences in the context of new energy storage practices [5] - Notable speakers include industry leaders discussing topics such as AI-driven energy storage operations and maximizing economic returns through resource optimization [5][6] - A roundtable discussion will focus on the core capabilities and key drivers necessary for companies to thrive in the future energy storage market [5][6] Group 2: System Integration and Scenario Applications - The focus of the conference will shift to scenario-based customization capabilities among 14 system integration firms [6][8] - Presentations will cover the current state of network-type and distributed energy storage technologies, emphasizing their core value and application scenarios [8][9] - Discussions will also address how digital technologies can enhance energy storage's multi-dimensional value across various applications [9] Group 3: Core Supply Chain Insights - The event will include discussions on core supply chain elements such as batteries, PCS, BMS, EMS, and temperature control [11][12] - Key representatives will share insights on the integration of energy storage with AIDC and the safety innovations associated with large-capacity battery cells [11][12] - A roundtable will explore how companies can build competitive advantages in the evolving market landscape [11][12]

1月6日，科陆电子盘中上涨2.03%，截至09:38，报8.04元/股，成交4298.86万元，换手率0.38%，总市值 133.53亿元。 资金流向方面，主力资金净流入572.08万元，特大单买入226.32万元，占比5.26%，卖出0.00元，占比 0.00%；大单买入1122.96万元，占比26.12%，卖出777.20万元，占比18.08%。 科陆电子今年以来股价涨4.42%，近5个交易日涨1.77%，近20日涨7.49%，近60日跌14.19%。 资料显示，深圳市科陆电子科技股份有限公司位于广东省深圳市南山区高新技术产业园北区宝深路科陆 大厦，成立日期1996年8月12日，上市日期2007年3月6日，公司主营业务涉及电工仪器仪表、电力自动 化系列产品、新能源及节能减排产品的研发、生产及销售。主营业务收入构成为：储能业务49.83%， 智能电网48.74%，物业0.91%，综合能源管理及服务0.43%，其他(补充)0.10%。 截至9月30日，科陆电子股东户数7.50万，较上期增加7.23%；人均流通股18664股，较上期减少6.74%。 2025年1月-9月，科陆电子实现营业收入35.86亿元，同比 ...