【环球网财经综合报道】随着全球能源转型加速，中国储能企业正迎来一波强劲的"出海"浪潮。2025年 以来，多家A股储能公司频频斩获海外大单，境外业务收入实现大幅增长，展现出在全球市场的强大竞 争力。 海外大单频现 12月16日，光伏企业天合光能公告称，其子公司与北美客户签订了1.4GWh的储能产品销售合同。这已 是自9月以来，公司第五次公布GWh级别的海外储能订单，累计新签订单量已超10GWh，较其在手订单 实现翻倍。天合光能表示，这些订单预计主要在2025至2026年交付。 阳光电源在投资者调研中透露，其海外储能市场盈利能力更具优势，2025年储能出货目标高达40- 50GWh。公司预计，2026年全球储能市场将保持40%—50%的高增速，市场格局正从点状爆发转向全 球"遍地开花"。 国轩高科也在积极拓展国际储能版图，其储能产品已成功出口至欧洲、非洲、美洲及亚太等多个地区。 数据显示，2025年上半年公司储能电池出货量已跻身全球第七。 全球市场进入高速发展期 | 证券代码:688599 | 证券简称:天合光能 公告编号:2025-127 | | --- | --- | | 转债代码:118031 | 转债简称 ...

Core Viewpoint - Guoxia Technology Co., Ltd. successfully went public on the Hong Kong Stock Exchange on December 16, 2025, with an initial share price of HKD 20.10 and a base issuance scale of HKD 680 million [1][3]. Group 1: Company Overview - Guoxia Technology is a provider of renewable energy solutions and products in China's energy storage industry, focusing on research and development of energy storage system solutions for various applications, including large power sources, power grids, commercial, and residential sectors [3]. - The company is recognized as one of the early participants in integrating energy storage solutions with internet cloud technology and developing a digital energy management platform [3]. - Guoxia Technology ranks as the 10th largest energy storage system supplier globally based on new installed capacity in 2024 and the 8th largest in China [3]. Group 2: Investment and Market Position - The IPO involved three cornerstone investors, accounting for approximately 11% of the shares offered [3]. - Shenwan Hongyuan Securities (Hong Kong) acted as the joint bookrunner and lead manager for the IPO, emphasizing its professional approach and market experience to support the company's listing [3].

Group 1: Company Developments - Trina Solar announced a sales contract for 1.4 GWh of energy storage products with North American customers, utilizing the Elementa2Pro liquid-cooled storage system and a new generation PCS, creating a complete AC-side integrated solution [1] - Trina Solar has signed multiple overseas energy storage orders since September, with a total of over 10 GWh in hand, expected to be delivered mainly in 2025-2026, indicating a doubling of orders since September [1] - Gotion High-Tech reported that its energy storage battery shipments ranked seventh globally in the first half of 2025, actively expanding into international markets with customized service solutions [2] Group 2: Market Trends - The energy storage market is entering a rapid development phase, driven by the increasing share of renewable energy and the need for stable power system operations [3] - Major economies are implementing supportive policies for energy storage development, such as the U.S. Inflation Reduction Act, which offers tax credits up to 30% for storage projects, potentially increasing to 40% for domestic manufacturing [3] - Analysts predict that global large-scale energy storage installations will see significant growth, with an expected addition of 244 GW and 432 GWh in 2025 and 2026, respectively, representing year-on-year growth of 56% and 77% [3] Group 3: International Expansion - Chinese energy storage companies are rapidly expanding their international market presence, with new overseas orders reaching 163 GWh in the first half of 2025, a 246% increase year-on-year [4] - Over 100 listed companies in A-shares are involved in energy storage, with 56 companies reporting overseas business revenues exceeding 100 million yuan in the first half of 2024, and over 70% of these companies experiencing year-on-year revenue growth [4] - Companies like Kelu Electronics and Shangneng Electric reported significant increases in overseas business revenue, with Kelu achieving 12.81 billion yuan, a 126.84% increase, and Shangneng reporting 9.77 billion yuan, a 105.85% increase [5]

格隆汇12月16日丨中仑新材(301565.SZ)在投资者关系中表示，有被问到:公司投资的BOPP新能源膜材的 国际和国内市场格局与产业现状如何？ 答:当前全球电工级BOPP薄型膜材产能高度集中于日本、欧洲等地区。海外厂商凭借先发布局优势，积 累了深厚的技术储备与充足的专业人才，其产品技术指标长期居于全球领先地位，占据了全球电容器高 端基膜市场的主要份额。而国内市场在BOPP膜材领域发展较晚，尽管已实现规模化生产，但主要产能 以中厚型膜材为主，高端超薄型电工级膜材长期面临产能缺口，国内BOPP厂商现有产能尚未能满足终 端新能源汽车、可再生能源和新型电力系统的需求，因此下游薄膜电容厂商对进口产品依存度较高，仅 有少数本土企业具备超薄膜等高端品类的量产能力。 ...

Group 1 - The core viewpoint is that by 2030, the proportion of installed capacity for renewable energy generation in China will exceed 50%, making it the main source of electricity generation [1][3] - The National Energy Administration indicates that by 2030, the share of non-fossil energy consumption will reach 25%, and a new energy system will be initially established [3][5] - The energy sector will undergo significant historical changes, with coal consumption peaking and entering a plateau phase, while oil consumption will also reach its peak [5][7] Group 2 - During the 14th Five-Year Plan period, China will strengthen the construction of new energy infrastructure and optimize the layout of energy resource bases [7][9] - By 2030, the capacity for "West-to-East Power Transmission" will exceed 420 million kilowatts, and the total length of oil and gas pipelines will reach 220,000 kilometers [7][9] - The country will promote higher quality development of clean energy, accelerate the construction of smart grids and microgrids, and enhance the system for green energy consumption [9]

1. 12月16日(周二)美股盘前，美股三大股指期货齐跌。截至发稿，道指期货跌0.02%，标普期货跌 0.05%，纳指期货跌0.11%。 2. 截至发稿，欧洲股市主要指数齐跌。欧洲斯托克50指数跌0.28%，英国富 时100指数跌0.46%，法国CAC40指数跌0.14%，德国DAX30指数跌0.42%。 3. 截至发稿，WTI原油跌 1.51%，报55.96美元/桶。布伦特原油跌1.35%，报59.74美元/桶。纽交所黄金跌0.39%，报4318.3美元/盎 司。 市场消息 1、摩根士丹利预计2026年第四季度金价达每盎司4800美元，且因央行购金增加、全球增 长担忧及稳定币公司购金加大，黄金存在上行风险。 2、经合组织预计AI投资热潮将提振生产率，但贸 易不确定性依旧存在。 3、泰铢创下四年新高后，泰国央行加强对卖出美元交易的审查，以防不受欢迎 或与商业无关的资金流入。 4、欧盟据悉将提议放宽新车排放标准，拟放弃内燃机相关禁令，允许销售 插电式混合动力汽车和配备燃油增程器的电动汽车。 个股消息 1、道达尔能源与谷歌签署21年电力协 议，为谷歌马来西亚数据中心提供1太瓦时可再生能源，由新建太阳能电站供应。 ...

在广袤的青藏高原，矗立着一座刷新世界纪录的工程奇迹——全球海拔最高的风力发电场。这座清洁能源基地的建成，不仅是 人类工程技术突破的象征，更展现了绿色发展与自然和谐共生的美好图景。 风力发电场的建成带来了显著的生态效益。与传统的火力发电相比，风力发电不产生任何温室气体和污染物排放，对保护高原 脆弱的生态环境具有重要意义。据测算，这座发电场每年可减少大量二氧化碳排放，相当于种植了数百万棵树的生态效果。同 时，它还为当地提供了清洁稳定的电力供应，促进了区域经济社会的可持续发展。 这座风力发电场的选址极具科学性。青藏高原素有"世界屋脊"之称，其独特的地理环境造就了丰富的风力资源。高海拔地区空 气密度虽然较低，但风速稳定且持续时间长，非常适合风力发电。经过多年的实地勘测和科学论证，最终确定了这一理想的风 场位置。 在建设过程中，工程师们采用了多项创新技术。针对高原缺氧环境，specially设计的冷却系统确保了发电机组的正常运行；特殊 的防冻技术让设备在严寒条件下依然能够稳定工作；而智能化的运维系统则大大提高了发电效率。这些技术创新不仅保障了风 力发电场的顺利建成，也为今后高海拔地区清洁能源开发积累了宝贵经验。 值得一 ...

Core Viewpoint - Guoxia Technology Co., Ltd. (stock code: 02655.HK) was listed on the Hong Kong Stock Exchange, opening at HKD 38.00 and closing at HKD 43.80, marking a significant increase of 117.91% by the end of the trading day [1]. Summary by Relevant Sections Share Issuance and Capital Structure - The total number of shares issued was 38,930,800, with 3,385,300 shares allocated for public offering and 35,545,500 shares for international offering [2]. - The final offer price was set at HKD 20.10, resulting in total proceeds of HKD 782.51 million, with net proceeds amounting to HKD 700.55 million after deducting estimated listing expenses of HKD 81.96 million [4][5]. Key Investors - The cornerstone investors include Huikai Hong Kong Economic Development Co., Ltd., Dream'ee (Hong Kong) Open-ended Fund Company, and Wusong Capital Limited, with a lock-up period ending on June 15, 2026 [6]. Business Overview - Guoxia Technology is a provider of renewable energy solutions and products in China's energy storage industry. The raised funds will enhance R&D capabilities, build an overseas operational network, expand production capacity for large-scale energy storage systems, commercial energy storage systems, and household energy storage systems, and support general corporate purposes [6]. Financial Performance - Revenue figures for Guoxia Technology from 2022 to 2025 (first half) are as follows: RMB 141.83 million (2022), RMB 314.31 million (2023), RMB 1.026 billion (2024), and RMB 691.37 million (2025) [7][8]. - Profit figures for the same periods are: RMB 24.28 million (2022), RMB 28.15 million (2023), RMB 49.12 million (2024), and RMB 5.58 million (2025) [7][8]. - The gross profit margins for 2022, 2023, 2024, and the first half of 2025 were 25.1%, 26.7%, 15.1%, and 12.5%, respectively [9]. Cash Flow Analysis - The net cash flow from operating activities for 2022, 2023, and the first half of 2025 were RMB -30.32 million, RMB -72.91 million, and RMB -204.91 million, respectively [10]. - The net cash flow from financing activities was positive across the years, indicating reliance on external financing [10].

中新网北京12月16日电 (徐皇冠)台达杯国际太阳能建筑设计竞赛二十周年大会近日在北京举行。大会 以"成为太阳"为主题，回顾竞赛二十年发展历程，探讨太阳能建筑在"双碳"目标下的实践路径与未来方 向。 该建筑设计竞赛，是以"可再生能源建筑应用"为主题的品牌赛事。举办二十年间，先后有90余个国家和 地区的12132个参赛团队参赛，提交了2636项有效作品，共有7项作品落实建成。 大会开幕式上，中国工程院院士崔愷表示，建筑界近年来越发关注绿色建筑发展，中国在绿色建筑领域 硕果频现。台达杯竞赛的举办，助力建筑穿上"阳光的、有产能的、健康的外衣"，为城市更新、存量发 展贡献力量。 原国务院参事、中国可再生能源学会原理事长石定寰指出，台达杯竞赛向全社会宣传了如何将各种可再 生能源运用到生活的各个方面，也促进了国际间合作，让世界看到中国在绿色发展上的成就和贡献。 台达创办人暨荣誉董事长郑崇华表示，二十年来，台达杯竞赛邀请国内外知名建筑师担任评委，鼓励全 社会共同参与，设计出更节能、更舒适的建筑。竞赛得到各界支持，培养出众多绿色建筑人才。 中国建筑设计研究院有限公司董事长李存东称，台达杯竞赛以太阳能建筑为核心方向，搭建起理念 ...

人民网阿斯塔纳12月15日电 （记者李强）12月15日，哈萨克斯坦萨乌兰300兆瓦光伏发电项目开工仪式于图 尔克斯坦州举行，该项目由中国能建海投公司投建，目前是哈萨克斯坦单体最大装机容量光伏发电项目和首个储 能项目。中国驻哈萨克斯坦大使韩春霖、中国能源建设集团有限公司董事长倪真、萨姆鲁克—卡泽纳国家财富基 金主席扎库波夫、图尔克斯坦州州长库舍罗夫等以线上线下相结合方式出席并致辞。 韩春霖在致辞中向哈萨克斯坦人民致以独立日祝福，表示哈萨克斯坦作为共建"一带一路"首倡之地，与中方 在绿色发展领域的合作不断深化。该项目是中哈政府间实施可再生能源领域项目协议框架下启动实施的首个项 目，为后续项目高质量推进奠定坚实基础，为两国可再生能源合作注入新动力。 据悉，萨乌兰300兆瓦光储项目是目前哈萨克斯坦规划的首个"光伏+储能"项目，也是规划的单体最大装机容 量的光储项目。项目总投资额约3.07亿美元，建成后每年可提供约6.74亿千瓦时的清洁电力，等效节约天然气约 1.4亿立方米，实现二氧化碳减排约260万吨，为哈萨克斯坦的能源安全和低碳转型贡献了中国力量。 开工仪式现场。中国能建海投公司供图 中国驻哈萨克斯坦大使韩春霖致辞 ...