以下文章来源于起点储能 ，作者清光 起点储能 . 起点储能是起点研究旗下专注于储能领域的第三方产业智库和媒体资讯服务平台，我们为产业链上下游企业和用户提供数据报告、行业资讯、论坛展会、 品牌推广和会员服务等专业服务。 倒计时3天 2025（第十届）起点锂电行业年会暨锂电金鼎奖颁奖典礼 &起点研究十周年庆典 2025起点用户侧储能及电池技术论坛 活动主题： 新周期 新技术 新生态 活动时间： 2025年12月18-19日 活动地址： 深圳市维纳斯皇家酒店（深圳国际会展中心京基百纳店）三楼维纳斯厅（深圳市宝安区沙井 镇沙井路118号） 主办单位： 起点锂电、起点储能、起点研究院SPIR 赞助及演讲单位： 惠州潼湖生态智慧区管理委员会/逸飞激光/小鲁锂电/派能科技/莫洛奇/融捷能源/远 东电池/诺达智慧/奥鸿智能/中天和/超业精密/北测新能源/蓝京新能源/贤辰智享/东唐智能/达力智能/ 亿鑫丰/爱签/和明机械/金力股份/孚悦科技/乾纳智能装备/多氟多/科迈罗/三合一体/果曼钠电/新能安/ 据了解，该10GWh光储直柔零碳产业基地旨在建设成为集智能制造、技术研发、能源管理与示范展示于一体的综合性产业集群。项目建成后， ...

证券日报网12月12日讯智光电气在12月2日-10日回答调研者提问时表示，公司与主要电芯生产厂家均保 持了良好的合作关系，采取了多种方式合理控制电芯成本；电芯价格上涨可能会造成一定的短期影响， 但从长期和整体来看不会影响公司储能业务发展。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 12月12日，郑州煤电在互动平台回答投资者提问时表示，郑州煤电目前暂无储能业务， 将来如开展此类业务，公司将履行信披义务及时披露。 ...

Overview - The renewable energy sector saw a 42% increase in 2025, outperforming the CSI 300 index by 24.78 percentage points, driven by strong demand for energy storage and the gradual implementation of anti-involution policies [11][14]. Solar Energy - The domestic solar market is expected to face pressure in 2026, with new installations projected to decline to 200-250 GW, down from an estimated 300 GW in 2025, which represents an 8% year-on-year growth [5][28]. - In 2025, China added 252.9 GW of new solar capacity from January to October, a year-on-year increase of 71.8 GW, with a significant portion of installations occurring in the first half of the year due to policy influences [5][18]. - Global solar installations are expected to reach 655 GW in 2025, a 10% increase year-on-year, but demand is anticipated to stabilize or slightly decline in 2026 due to various market challenges [36][37]. - The supply side is undergoing restructuring due to anti-involution policies, with significant reductions in production and inventory pressures observed in the polysilicon market [40][45]. - The BC battery technology is gaining traction, with expected rapid increases in penetration rates, potentially becoming the mainstream technology by 2030 [48][53]. Wind Energy - The domestic wind power market is projected to maintain stable growth, with onshore wind installations expected to remain flat in 2026, while offshore wind installations are forecasted to increase by over 40% to approximately 11.2 GW [5][16]. - The wind turbine market is experiencing a recovery in profitability, supported by stable pricing and expansion into overseas markets, creating new growth opportunities [16][18]. - The development of hydrogen and ammonia markets is expected to provide additional growth avenues for wind turbine manufacturers [5][16]. Investment Recommendations - The report maintains a "stronger than market" rating for the renewable energy sector, highlighting key companies to watch in wind energy, such as Goldwind Technology, Mingyang Smart Energy, and Yunda Co., and in solar energy, including LONGi Green Energy and Aiko Solar [5][7].

公司深耕新能源领域，坚持"绿色事业、定能辉煌"的发展信念，在光伏行业"内卷化"竞争的挑战下，公 司实施"反内卷"策略，管理层通过组织变革和精细化管理提升管理效率，并积极拓展新兴业务储能业务 板块。近年来，公司不断升级储能技术和产品，研发了一体化液冷储能系统机柜NE233L、NE261L和 N20HC5000等系列储能产品，并重点布局海外大型储能与工商业储能和光储微网，通过发展当地代理 商、搭建自主销售渠道等方式逐步完善国际化网络。 格隆汇12月8日丨能辉科技(301046.SZ)公布，公司基于海外储能业务的战略布局，公司于近日与海外合 作方欧洲某公司（简称"X公司"）签署了350MWh储能框架合同及第一批销售合同，双方约定350MWh 合作目标，公司在2026年度向X公司销售包含电池储能系统（BESS）的相关产品。 ...

格隆汇12月8日丨能辉科技(301046.SZ)公布，公司基于海外储能业务的战略布局，公司于近日与海外合 作方欧洲某公司（简称"X公司"）签署了350MWh储能框架合同及第一批销售合同，双方约定350MWh 合作目标，公司在2026年度向X公司销售包含电池储能系统（BESS）的相关产品。 公司深耕新能源领域，坚持"绿色事业、定能辉煌"的发展信念，在光伏行业"内卷化"竞争的挑战下，公 司实施"反内卷"策略，管理层通过组织变革和精细化管理提升管理效率，并积极拓展新兴业务储能业务 板块。近年来，公司不断升级储能技术和产品，研发了一体化液冷储能系统机柜NE233L、NE261L和 N20HC5000等系列储能产品，并重点布局海外大型储能与工商业储能和光储微网，通过发展当地代理 商、搭建自主销售渠道等方式逐步完善国际化网络。 ...

Core Viewpoint - Recent positive developments for CATL, including employee salary adjustments, financial performance growth, market share increase, international cooperation projects, and growth in energy storage business, are expected to positively impact stock prices in the short and long term [5][12][13]. Financial Performance - In the first three quarters, CATL reported a net profit attributable to shareholders of 49 billion yuan, a year-on-year increase of 36.20%, and revenue of 283.1 billion yuan, up 9.28% year-on-year [7]. - The cumulative installed capacity for the first nine months reached 210.67 GWh, with a market share of 42.75% [7]. Employee Salary Adjustment - Starting January 1, 2026, CATL will increase the basic salary of employees at levels 1-6 by 150 yuan, reflecting the company's commitment to employee welfare and talent investment [7][12]. Market Share and Growth - CATL's market share in the energy storage battery sector is projected to reach 36.5% in 2024, with sales of 93 GWh and revenue of approximately 57.29 billion yuan, accounting for 15.83% of total revenue [7][12]. International Cooperation - CATL has laid the foundation for a battery factory in Spain in collaboration with Stellantis, with a total investment of 4.1 billion euros, scheduled to commence production by the end of 2026 [7][12]. Public Sentiment Analysis - As of December 4, the event has generated a total of 247 pieces of online sentiment information, with 171 positive mentions (69.2%), 3 negative mentions (1.2%), and 73 neutral mentions (29.6%), indicating a generally positive public sentiment [8][10].

Core Viewpoint - The company is currently operating an independent energy storage capacity of approximately 250MW/500MWh and is focusing on advancing its commercial and industrial energy storage initiatives [1] Summary by Relevant Categories Company Operations - The company's energy storage business profitability is influenced by factors such as electricity pricing mechanisms, charge and discharge efficiency, and operational maintenance costs [1] Industry Focus - The company is making efforts to promote commercial and industrial energy storage solutions [1]

Core Viewpoint - The company is currently focusing on advancing its commercial and industrial energy storage initiatives, with an operational scale of approximately 250MW/500MWh in energy storage projects [1] Summary by Categories Company Operations - The company operates energy storage stations with a capacity of about 250MW and 500MWh [1] - The profitability of the energy storage business is influenced by factors such as electricity pricing mechanisms, charge and discharge efficiency, and operational maintenance costs [1] Industry Focus - The company is making efforts to promote energy storage solutions specifically for commercial and industrial applications [1]

艾比森董事长投票反对自己连任。 作者 | 于婞 编辑丨高岩 来源 | 野马财经 最近，上市公司艾比森(300389.SZ)董事长丁彦辉为薪酬亲自"造反"。 公告显示，11月28日，在艾比森第六届董事会第一次会议决议中，公司同意选举丁彦辉为公司第六届董 事会董事长，但丁彦辉本人却投出了全场唯一的一张反对票，反对理由为："对董事长岗位薪酬不满 意"。 告 截至12月2日，艾比森报收16.01元/股，总市值59亿元。 这位年薪435万元的创始人，为何在拿到看似丰厚的薪酬后依然选择"公开抗议"？ 01 因对薪酬不满意 图源：公 董事长上演"我反对我" 11月28日，艾比森第六届董事会第一次会议上，绝大多数议案获得全票通过，唯独在《关于选举第六届 董事会董事长的议案》上出现了戏剧性的一幕。 表决结果显示：8票同意，1票反对，0票弃权。投出反对票的正是被选举对象——公司创始人、实际控 制人丁彦辉本人。 按常理，上市公司董事长选举中，候选人通常会回避表决或投赞成票。艾比森的公告直接写明，丁彦 辉"对本议案投了反对票，反对理由：对董事长岗位薪酬不满意"。 这一罕见的公开表达不满的方式，立即引发了市场关注。丁彦辉不仅是艾比森的 ...