12月10日，中国绿发举办首届品牌开放日活动，以"向新出发"为主题，通过实地探访、核心发布、深度 交流等形式，从品牌革新、科技创新、生态焕新等多个维度，全面展现中国绿发在不同领域的阶段性成 果与前瞻性布局。中国绿发董事、党委副书记、总经理蓝海，人民日报文化传媒有限公司副总经理郝立 鹏，国资报告总经理李煜萍致辞，中国绿发党委委员、工会主席孙文燕主持活动。 △人民日 报文化传媒有限公司副总经理郝立鹏致辞。 △中国绿 发董事、党委副书记、总经理蓝海致辞。 △国资报 告总经理李煜萍致辞。 △中国绿 发党委委员、工会主席孙文燕主持活动。 来自人民日报、新华社、中央广播电视总台、求是杂志、光明日报、经济日报、学习时报、科技日报等 50余家主流媒体走进中国绿发，深入一线了解企业推动高质量发展的实践路径，共同见证绿色发展理念 在新能源、房地产、文化旅游、新兴科技等多场景下的生动落地。 △中国绿 发品牌开放日活动现场。· "十四五"是中国绿发从零起步、全面深化改革的五年，也是蹄疾步稳、加快高质量发展的五年。聚焦主 责主业，中国绿发深入推进国有资本布局优化和结构调整，形成了以新能源、房地产、文化旅游、现代 商业、物业服务和战略性 ...

12月10日，中国绿发举办首届品牌开放日活动。活动以"向新出发"为主题，从品牌革新、科技创新、生态焕新等角度展示中国绿发在不同领域的阶段性成果 与前瞻性布局。 中国绿发品牌开放日活动现场 "十四五"期间，中国绿发深入推进国有资本布局优化和结构调整，形成了以新能源、房地产、文化旅游、现代商业、物业服务和战略性新兴产业为主的全国 性产业布局。新能源产业规模效益实现质的跨越，装机规模增长近10倍，跻身行业前列；房地产业保持健康稳定并持续探索转型升级；文旅商业物业产业经 营质效提升，打造了集旅游度假、美好生活、健康养老、商务生产于一体的文旅商业体系；成立7家科技公司，布局液态空气储能、自同步电压源友好并网 等一批新技术、新产业（300832）。 活动现场，中国绿发发布品牌战略规划，解读品牌体系及战略模型，明确下一阶段品牌建设方向、路径与重点举措。品牌体系方面，构建了以"中国绿发"主 品牌为统领，六大产业品牌为支撑，多元产品、服务品牌协同发展，层级清晰、协同联动的"1+6+N"品牌架构。同时，提出"绿立方"品牌战略模型。 中国绿发介绍了旗下华美胜地产品品牌，该品牌汇聚顶级绿水青山资源，深度融合优质自然资源与前瞻性规划理 ...

Group 1 - The article discusses the upcoming 2025 (10th) Qidian Lithium Battery Industry Annual Conference and the Lithium Battery Golden Ding Award Ceremony, which will be held on December 18-19 in Shenzhen, focusing on the new future of the lithium battery cycle with over 50 hot topics and 1200+ industry representatives [2] - Shanghai Pylon Energy Technology Co., Ltd. will be a key sponsor for the event, supporting the conference as a mineral water sponsor [2] Group 2 - Pylon Technology (stock code: 688063) was established in 2009 and became the first listed company in China focusing on energy storage as its main business in 2020 [4] - The company is headquartered in Shanghai, with major R&D and manufacturing centers in Jiangsu and Anhui, and has 8 overseas branches, covering over 90 countries and regions globally [6] Group 3 - The main product is a 5MWh liquid-cooled container energy storage system, which features multiple safety protection measures, standardized dual scheme design, digital operation management, and modular applications for various scenarios [7][8] - The product advantages include intelligent battery management, IP67 protection design, automatic fire extinguishing systems, and a design life of over 15 years [8][9]

融资方面，海博思创当日融资买入7562.84万元。当前融资余额6.51亿元，占流通市值的5.85%。 融券方面，海博思创12月1日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元。 资料显示，北京海博思创科技股份有限公司位于北京市海淀区丰豪东路9号院2号楼12层，成立日期2011 年11月4日，上市日期2025年1月27日，公司主营业务涉及专注于电化学储能系统的研发、生产、销售, 为传统发电、新能源发电、智能电网、终端电力用户等"源-网-荷"全链条行业客户提供全系列储能系统 产品,提供储能系统一站式整体解决方案。主营业务收入构成为：储能系统99.77%，新能源车租赁 0.10%，其他(补充)0.07%，技术服务0.06%。 截至9月30日，海博思创股东户数9378.00，较上期减少7.72%；人均流通股4044股，较上期增加 15.31%。2025年1月-9月，海博思创实现营业收入79.13亿元，同比增长52.23%；归母净利润6.23亿元， 同比增长98.65%。 分红方面，海博思创A股上市后累计派现1.98亿元。 12月1日，海博思创跌 ...

Core Viewpoint - The China Securities Regulatory Commission (CSRC) has terminated the registration process for Mingshan Environmental Energy's public offering and listing on the Beijing Stock Exchange, following the company's request to withdraw its application [1][3]. Group 1: Company Actions - Mingshan Environmental Energy voluntarily requested to withdraw its registration application for public stock issuance and listing on the Beijing Stock Exchange [1]. - The company announced its decision to terminate the public offering based on comprehensive considerations of its business development direction and strategic planning, as well as a careful analysis of the current capital market environment [4]. Group 2: Company Background - Mingshan Environmental Energy, located in Anyang, Henan Province, is engaged in clean production of primary resources, recycling of renewable resources, and manufacturing of high-tech materials [4]. - The company processes primary mineral powder and recycled lead-acid batteries, producing industrial raw materials such as lead ingots, silver ingots, non-standard gold ingots, zinc ingots, and copper products, which are widely used across various sectors of the national economy [4]. Group 3: Financial Information - The company initially planned to issue up to 70 million shares, or up to 80.5 million shares if the overallotment option was fully exercised, aiming to raise 295 million yuan for various projects [4]. - For the first half of 2025, Mingshan Environmental Energy reported revenue of 1.688 billion yuan, a year-on-year increase of 27.16%, and a net profit attributable to shareholders of 41.26 million yuan, up 13.72% year-on-year [4].

Core Viewpoint - The company, Liangxin Co., Ltd. (002706), is actively engaging in the energy storage sector through its investment in Guangdong New Energy Storage National Research Institute, focusing on advanced technologies in various storage methods [1] Group 1: Company Involvement - Liangxin Co., Ltd. has a stake in Guangdong New Energy Storage National Research Institute, which specializes in electrochemical storage, physical storage, hydrogen storage, and safety in the entire storage process [1] - The partnership is expected to enhance the company's capabilities in research and development of cutting-edge storage technologies [1] - This involvement will strengthen the synergy between the company's products and the energy storage industry, expanding its comprehensive capabilities in smart energy solutions [1]

Group 1 - The company, Zhongxin Fluorine Materials (002915.SZ), is focused on the fluorochemical sector and is developing new electrolyte products for electrochemical energy storage in the field of fluorine-based new energy materials [1] - Apart from the aforementioned business, the company does not have any other storage-related business layouts [1]

11月12日，海博思创涨5.05%，截至发稿，报314.78元/股，成交15.41亿元，换手率13.55%，总市值 566.90亿元。 资料显示，北京海博思创科技股份有限公司位于北京市海淀区丰豪东路9号院2号楼12层，成立日期2011 年11月4日，上市日期2025年1月27日，公司主营业务涉及专注于电化学储能系统的研发、生产、销售, 为传统发电、新能源发电、智能电网、终端电力用户等"源-网-荷"全链条行业客户提供全系列储能系统 产品,提供储能系统一站式整体解决方案。主营业务收入构成为：储能系统99.77%，新能源车租赁 0.10%，其他(补充)0.07%，技术服务0.06%。 景顺长城新兴产业混合A（023632）基金经理为农冰立。 截至发稿，农冰立累计任职时间7年146天，现任基金资产总规模167.71亿元，任职期间最佳基金回报 169.54%， 任职期间最差基金回报-1.57%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 从基金十大重仓股角 ...

Group 1 - The core viewpoint of the news is the significant increase in the stock price of Haibo Sichuang, which rose by 5.79% to 289.50 CNY per share, with a trading volume of 691 million CNY and a turnover rate of 6.51%, resulting in a total market capitalization of 52.137 billion CNY [1] - Haibo Sichuang, established on November 4, 2011, focuses on the research, production, and sales of electrochemical energy storage systems, providing a full range of energy storage system products and one-stop overall solutions for various industry clients [1] - The company's main business revenue composition is as follows: energy storage systems account for 99.77%, new energy vehicle leasing for 0.10%, other (supplementary) for 0.07%, and technical services for 0.06% [1] Group 2 - From the perspective of fund holdings, one fund under Zheshang Securities Asset Management has a significant position in Haibo Sichuang, with Zheshang Huijin Transformation Growth Fund (000935) holding 7,027 shares, representing 4.4% of the fund's net value, making it the third-largest holding [2] - The Zheshang Huijin Transformation Growth Fund was established on December 30, 2014, with a latest scale of 51.7885 million CNY, achieving a year-to-date return of 38.73% and a one-year return of 32.84% [2]

Core Viewpoint - Haibo Sichuang has emerged as a leading player in the energy storage sector, with a significant stock price increase and strong revenue growth, driven by its innovative approach to energy management and system integration [1][3][18]. Financial Performance - In the first half of 2025, Haibo Sichuang achieved a revenue of 4.522 billion yuan, marking a year-on-year growth of 22.66%, with overseas revenue surging by 3195.7% [3]. - The company reported a net cash flow from operating activities of -1.654 billion yuan, indicating cash flow pressures despite high revenue growth [18]. Market Position and Strategy - Haibo Sichuang's stock price has increased from 19.38 yuan per share at its issuance to 300 yuan per share, representing a 15-fold increase over nine months, making it one of the best-performing stocks in the market [1]. - The company secured a major contract for a 500,000 kW/3 million kWh energy storage project in Inner Mongolia, with a total investment of 8.35 billion yuan, which is expected to be operational by mid-November [4]. Industry Context - The global energy landscape is undergoing significant changes, with electrochemical energy storage becoming a key solution to the "safe, low-carbon, and economical" energy triangle [6]. - The energy storage industry is facing intense competition, with nearly one-fifth of global storage projects reported to be in "unhealthy operation" [8]. Technological Differentiation - Haibo Sichuang's founder emphasizes the importance of "software-defined energy," which creates structural barriers that differentiate the company from traditional hardware manufacturers [11]. - The company focuses on system scheduling, grid compatibility, and asset returns, utilizing proprietary technology across BMS, EMS, PMS, and PCS to enhance efficiency and reliability [11][12]. Competitive Focus - The company has shifted its competitive focus from hardware price wars to asset yield battles, aiming to provide comprehensive energy services through AI and operational strategies [14]. - By leveraging AI algorithms and big data, Haibo Sichuang aims to optimize energy storage systems for dynamic revenue generation rather than merely hardware sales [15]. Growth Potential - The company is targeting high-value applications, such as data center energy storage, which require high reliability and rapid response capabilities, positioning itself as a viable alternative to traditional diesel generators [17]. - Haibo Sichuang plans to achieve parity between its domestic and overseas business scales within 3-5 years, with high-margin overseas operations expected to drive net profit growth [17]. Operational Challenges - Despite impressive growth, the company faces challenges in maintaining operational efficiency and cash flow health, necessitating improved financial management strategies [18][19]. - The resilience of the company's financial and operational systems will be crucial for its long-term development, as it navigates the complexities of scaling and efficiency [19].