证券日报网讯 12月19日，佰维存储在互动平台回答投资者提问时表示，公司坚持全球化的发展战略， 在美洲、印度与欧洲等中国以外重点市场建立本地化服务、生产交付与市场营销团队，通过与当地合作 伙伴的深度协同与持续创新，快速响应本地需求并稳步提升目标市场份额。公司的产品销往超过60个国 家及地区，遍及中国香港、美洲、东南亚及欧洲。 （文章来源：证券日报） ...

Group 1 - The company is committed to a global development strategy and has established overseas production bases in Poland, Mexico, Thailand, and Vietnam [1] - The company also has a production facility in the United States, indicating a well-formed global production layout [1] - Investors are encouraged to refer to the company's regular reports for specific business and operational details [1]

Group 1 - The company is actively advancing its actuator production capacity in Thailand and other locations to seize opportunities in the robotics industry [1] - The company has established overseas production bases in Poland, Mexico, Thailand, and Vietnam, forming a global production layout [1] - This global strategy helps the company better respond to risks arising from international trade frictions [1]

Core Insights - The energy storage industry is transitioning from simple scale and price competition to a multi-dimensional competition focusing on technological innovation, globalization, integrated layout, and capital strength [2] - A new generation of young leaders is emerging in the energy storage sector, driving the integration of industry, capital, and technological innovation [2] - The "Top Ten Young Leaders in China's Lithium Battery Industry" initiative aims to identify outstanding young leaders under 40 who are forward-thinking and innovative [2] Company Achievements - DeYe股份 (605117.SH) has shifted its focus to the photovoltaic and energy storage sectors, achieving a global market share of over 50% in user-side energy storage inverters [6][7] - In 2025, DeYe股份 reported a revenue of 88.46 billion RMB and a profit of 23.47 billion RMB, with a year-on-year growth of 10.36% and 4.79% respectively [6] - The company is pivoting towards the commercial energy storage sector, with a projected annual sales revenue of approximately 48.76 billion RMB from its new production line [7] Market Strategy - DeYe股份 has successfully targeted emerging markets such as South Africa and Brazil, with a 2023 inverter export value of 1.26 billion RMB to South Africa [7] - The company announced a strategic adjustment to focus on commercial energy storage, reallocating 6.51 billion RMB of unused funds towards this initiative [7][8] Global Expansion - DeYe股份 is planning to issue H-shares and list on the Hong Kong Stock Exchange to enhance its global development strategy and brand influence [8] Industry Trends - 天合光能 (688599.SH) is transitioning from a photovoltaic manufacturer to a comprehensive energy solution provider, with a cumulative energy storage system shipment exceeding 10 GWh [11][12] - The company aims to achieve a storage shipment target of 8 GWh in 2025, with expectations to double this figure in 2026 [12][13] Performance Metrics - 瑞浦兰钧 (0666.HK) reported a revenue of 94.91 billion RMB in the first half of 2025, with a year-on-year increase of 24.9% [17] - The company is focusing on high-quality development and has established a strong global presence with subsidiaries in Germany, the USA, and Indonesia [16][17] Financial Growth - 锦浪科技 (300763.SZ) saw a 313.51% year-on-year increase in energy storage revenue, reaching 7.93 billion RMB in the first half of 2025 [21] - The company is expected to achieve a total shipment of 250,000 to 300,000 units in 2025, reflecting a growth of over 180% [21] Technological Innovation - 华宝新能 has developed a new generation of DIY balcony energy storage systems and outdoor power supplies, with a revenue of 29.42 billion RMB in the first three quarters of 2025, marking a 37.95% increase [25] - The company holds 1,939 patents globally, indicating a strong commitment to technological innovation [25] Market Position - 鹏辉能源 (300438.SZ) achieved a significant turnaround in Q3 2025, with a revenue increase of 74.96% and a net profit increase of 977.24% [28] - The company is focusing on high-capacity energy storage cells and has made significant advancements in technology [29] Competitive Landscape - 国轩高科 (002074SZ) ranked seventh globally in power battery installation and eighth in energy storage cell shipments as of 2025 [32] - The company reported a revenue of 295.08 billion RMB in the first three quarters of 2025, with a year-on-year growth of 17.21% [32] Product Development - 禾迈股份 (688032.SH) launched a new series of low-voltage energy storage inverters and achieved a revenue of approximately 3 billion RMB in the first three quarters of 2025, reflecting a 67% increase [36] - The company is targeting significant growth in overseas markets, particularly in Europe, Latin America, and North America [36]

年中脱离兵装集团升级为一级央企后，长安汽车（000625）再度迎来重要时刻。 12月10日上午，在阿维塔的数智工厂内，随着一辆阿维塔12四激光版驶下生产线，长安汽车正式迎来了第3000万辆中国品牌汽车的下线。 在党委书记、董事长朱华荣看来，这是长安汽车的历史性时刻。"这是中国汽车人在改革开放四十余年间深耕细作的成果之一。这份成果虽集中体现在长 安汽车身上，但它所展现的，是中国品牌自强不息、向新向上、历经千辛万苦的发展成果"。 更重要的是，朱华荣说："我们将今天这一时刻视作一个新的起点——在这个新起点上，会有更多中国品牌走向全球、跻身世界前列、引领行业发展。" 他在现场回顾了长安汽车的发展史，"从1981年前辈们自筹3500万元进入汽车领域到1984年中国第一辆微车下线，我们用30年突破了1000万辆，又用7年累 计突破了2000万辆，再用4年半达成了3000万辆"。 这也意味着，长安成为最快达成3000万辆的中国汽车企业。 从时间轴来看，长安汽车3个1000万的达成呈加速态势。 朱华荣认为，这背后的原因是多重的，离不开国家产业政策的方针指引与牵引；向全球开放中国市场，共享中国发展，也为产业发展提供了重要支撑； ...

上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 大家好，今天的市场表现不错，一起看看有哪些有意思的事情！ 突遭看空，泡泡玛特暴跌 12月8日，泡泡玛特开盘闪崩，暴跌近10%，股价已从高点回落40%左右。为六周多来最大 跌幅，原因是市场再度担心这家玩具商在美国的销售增速正在放缓。 其次，做空报告主要依据二手市场溢价及门店供货情况质疑明年增长，但真实情况是：泡泡 玛特"黄牛"消费者占比仅3%，门店供货节奏由产能与供应链规划决定，公司核心策略是让真 实消费者买到产品，而非依赖营销炒作消耗IP热度，业务底层逻辑健康。 再者，剔除美国市场来看，欧洲、中国、东南亚等区域环比增长趋势依然不错，全球化发展 均衡。另外，草根调研来看，国内四季度星星人热度恐不亚于LABUBU，【星星人你最珍贵 圣诞礼盒】是目前泡泡线下主推产品、销售火爆。 分析师表示，当前业绩争议虽暂无法完全证伪，但中期投资决策更应聚焦底层企业能力和商 业模式，IP势能的积累需要时间，短期有景气波动实属正常。 市场人士指出，投资者担忧其在美国"黑五"促销期间的销售表现可能不及预期。 晨星分析师表示："美国销售可能走弱， ...

12月6~7日，由《中国企业家》杂志社主办的2025（第二十三届）影响力企业家年会（原中国企业领袖 年会），在北京召开。在6日下午的【全球化600秒】出海新范式环节，杰克科技创始人、董事长阮积祥 以"全球化增长四个阶段"为主题作了精彩分享。 以下为演讲的精彩观点： 1．全球化第一个阶段，名字非常重要。 2．出海的第一阶段，不仅是产品或产能的简单扩张，更需要伙伴与品牌同国际接轨。 专题：2025《中国企业家》影响力企业家年会 就近消费、就近生产，这就是全球领航者的未来，各行各业都会走向这样的发展格局。 文|《中国企业家》记者 胡楠楠 3．业务全球化，是普照世界的阳光；运营本地化，才能扎根全球的土壤。以简单贸易运转，很难实现 全球化发展。 4．就近消费、就近生产，这就是全球领航者的未来，各行各业都会走向这样的发展格局。 5．最易的那条路，就是内卷之路；最难的那条路，才是胜利之路。 以下为阮积祥现场演讲实录（有删减）： 杰克科技是一家做工业缝纫机的企业，从工业缝纫机发展到成套智联解决方案服务商，目前正在做无人 化的智能产线。我们在这个行业的产销量连续15年全球第一，目前做到了占全球40%的市场份额。 我们把杰克的全 ...

Core Viewpoint - The company clarifies that the establishment of a new factory in Cambodia is a strategic supplement to its global manufacturing system, rather than a replacement for its production capacity in Vietnam [2]. Group 1 - The Cambodia project aims to optimize the company's cost structure and enhance overall competitiveness while continuing to leverage the mature production capacity and management advantages in Vietnam [2]. - The new layout is part of the company's efforts to promote global development and improve long-term competitiveness [2]. - The initiative is expected to diversify and strengthen the resilience of the supply chain [2].

证券日报网讯12月1日，三花智控（002050）在互动平台回答投资者提问时表示，公司坚定不移地走全 球化发展路线。目前公司已在墨西哥、波兰、越南、泰国等地建立了海外生产基地，全球化生产布局已 形成，有助于公司更好应对国际贸易摩擦带来的风险。 ...

来源：问董秘 投资者提问： 董秘您好，据知特斯拉已启动逐步去中国供应链，请问公司有在墨西哥建分公司吗？谢谢 董秘回答(三花智控SZ002050)： 查看更多董秘问答>> 免责声明：本信息由新浪财经从公开信息中摘录，不构成任何投资建议；新浪财经不保证数据的准确 性，内容仅供参考。 公司坚定不移地走全球化发展路线。目前我司已在墨西哥、波兰、越南、泰国等地建立了海外生产基 地，全球化生产布局已形成，有助于公司更好应对国际贸易摩擦带来的风险。感谢您对公司的关注！ ...