上周，西班牙、葡萄牙和法国南部部分地区发生了大规模停电事故，原因是欧洲电力系统发生了强烈的 技术波动。此次电力故障不仅导致多地铁路交通陷入瘫痪，也对空中交通产生了影响。 专家表示，这次的电力事故很可能成为欧洲能源政策的一个 "转折点"，因为各国政府已意识到迫切需 要升级电网，而这一转变将为涉足欧洲能源基础设施市场的中国公司带来机遇。 近年来，西班牙的可再生能源行业发展迅速，包括风能、太阳能、水能和核能。然而高比例的风能和太 阳能也对电力系统的稳定调控提出了更高的要求，因为可再生能源的间歇性和弱惯量特性使电网更易受 到扰动。 西班牙智库Fundación Renovables的莫拉莱斯说："我认为现在我们真正需要的是中国品牌的储能，我们 需要提高西班牙的储能能力。" 据莫拉莱斯称，西班牙目前拥有 10 吉瓦的储能能力，其中大部分来自水电储能电站。但西班牙在通过 投资电池储能解决方案等新技术来提高储能能力方面进展缓慢，而储能对于帮助电网应对电力供应的突 然波动至关重要。 根据Solar Power Europe 去年发布的一份报告，预计欧洲的电池储能市场将从 2023 年的 17.2 吉瓦增长 到 2028 年的 ...

Core Insights - The company Zhongzi Technology has achieved self-controlled core technologies in energy storage, focusing on improving system performance, reducing costs, and enhancing safety [1] - The Chinese energy storage industry has seen significant growth, with new energy storage installations reaching 109.8 GWh in 2024, surpassing pumped storage capacity for the first time [2] Company Summary - Zhongzi Technology provides a range of energy storage solutions, including residential, commercial, and independent storage products, along with personalized energy storage solutions and reliable operational services [1] - The company has successfully obtained multiple certifications for its energy storage products, including EU CE certification and CB certification, and has expanded into emerging markets [1] - The company has signed a strategic cooperation agreement with Tianjin University and the Chinese Academy of Engineering to collaborate on core technologies in smart grids and virtual power plants [2] Industry Summary - The energy storage sector in China is experiencing trends such as technological diversification, expanding market demand, broader application scenarios, optimized industrial chain layout, deepened international cooperation, improved policy support, and enhanced economic viability [2] - In 2024, Chinese energy storage companies secured over 205.69 GWh of energy storage orders in international markets, indicating strong global demand [2]

插播 ： 136号、394号文件等多项新政出台，2025工商业储能有何新打法？6月9日-12日，行家说储能联合光亚法兰克福举办"2025年全球用户侧储能产业 价值峰会暨应用示范展"，点击" 阅读原文 "了解详情 当地时间5月7日，"The Smarter E Europe"欧洲智慧能源展在德国慕尼黑拉开帷幕，汇聚了57个国家的2737家参展商，其中约有850家中企参 展，储能企业有哪些？他们带来了哪些储能产品？这些产品预示了哪些新风向？ 9MWh、8MWh、浸没式液冷、钠电……行家说储能特集中报道宁德时代、阳光电源、中车株洲所、天合光能、亿兰科、精控能源、采日能源、远景能源 等40家储能企业的代表产品，以供业内参考。 | 参展企业 | 主要展品 | | --- | --- | | 宁德时代 | 9MWh TENER堆叠储能系统解决方案 | | 亿兰科 | Monet-50TS（DC50） (100kWh) 光储并离网系统、130kW模块、Monet- 500储能变流器、Monet-625储能变流器 | | 精控能源 | 移动储能PotisMobile-L652、公共事业级液冷储能系统PotisBank-L5. ...

Core Viewpoint - The establishment of Dezhou Shengde New Energy Development Co., Ltd. indicates a growing focus on renewable energy and related technologies in the market [1] Company Summary - Dezhou Shengde New Energy Development Co., Ltd. was recently established with a registered capital of 10 million RMB [1] - The company is wholly owned by Tianhong Shengyuan (Beijing) Energy Storage Technology Co., Ltd. [1] - The legal representative of the company is Liu Wei [1] Business Scope - The company’s business scope includes research and development of emerging energy technologies, technical services, battery manufacturing and sales, solar energy product sales, and energy management services [1] - It also covers the manufacturing of photovoltaic equipment and components, as well as various technical consulting and development services [1] - The company is involved in both permitted and non-permitted projects, with specific activities requiring approval from relevant authorities [1] Industry Context - The company operates within the manufacturing sector, specifically in the electrical machinery and equipment manufacturing industry [1] - The establishment of this company aligns with the broader trend of increasing investment in renewable energy and energy storage solutions in China [1]

Core Viewpoint - Haibo Technology (688411, SH) has reported strong financial performance for 2024, achieving significant growth in both revenue and net profit, marking three consecutive years of high growth in these metrics [1][3]. Financial Performance - In 2024, Haibo Technology achieved revenue of 8.27 billion yuan, a year-on-year increase of 18.44%, and a net profit of 648 million yuan, up 12.06%. The basic earnings per share were 4.86 yuan. The company plans to distribute a cash dividend of 11 yuan per 10 shares (including tax) [3]. - The revenue scale reached a new high, with 2024 revenue of 8.27 billion yuan, continuing to grow from 2.626 billion yuan in 2022 and 6.982 billion yuan in 2023, solidifying its position as an industry leader [3]. - The overseas market saw a breakthrough, with overseas revenue of 539 million yuan, accounting for 6.53% of total revenue. The company is focusing on Europe, North America, the Middle East, and Asia-Pacific, expecting significant growth in the European market [3]. Profit Structure and Optimization - The net profit of 648 million yuan was achieved despite a 27.03% year-on-year decline in domestic energy storage system prices, indicating enhanced resilience in profitability [4]. - The company emphasizes technology-driven cost reduction and does not engage in low-price competition. The bidding process typically takes 3-9 months, allowing for further cost reduction opportunities [4]. - Continuous high investment in R&D, particularly in integrating AI with energy storage, has led to improved product performance through a comprehensive data model covering the entire lifecycle of energy storage systems [4]. Technical and Market Position - Haibo Technology has established itself as a leading provider of electrochemical energy storage systems, with a comprehensive technical system covering the entire lifecycle of energy storage batteries [7][8]. - The company has developed strong partnerships with major state-owned enterprises and power grid companies, enhancing its market position and customer base [7]. - The focus on deep customization in R&D has allowed the company to enhance overall system performance and create competitive barriers, ensuring a leading edge in technology and market adaptability [9]. Industry Outlook - The demand for energy storage is expected to grow significantly due to the increasing integration of renewable energy sources and the need for grid stability [10]. - Haibo Technology plans to continue its deep R&D efforts in core storage technologies and expand its global market presence, aiming for faster growth in the coming years [10]. - The integration of AI technology into energy storage systems is expected to enhance operational efficiency and safety management, positioning the company for future advancements in the industry [11].

数据来源：天眼查APP 证券之星消息，根据天眼查APP数据整理，近日，浙江宏鑫锂电有限公司成立，法定代表人为蒋斌，注 册资本5000万元，经营范围包含：一般项目：电池制造；电池销售；技术进出口；货物进出口；技术服 务、技术开发、技术咨询、技术交流、技术转让、技术推广；电池零配件生产；变压器、整流器和电感 器制造；光伏设备及元器件销售；配电开关控制设备销售；机械电气设备销售；先进电力电子装置销 售；电工机械专用设备制造；资源再生利用技术研发；软件开发；机械设备租赁；蓄电池租赁；信息系 统集成服务；信息系统运行维护服务；电动自行车销售；电子专用材料销售；有色金属合金销售；储能 技术服务；人工智能应用软件开发；集中式快速充电站；工程管理服务；机械设备研发；电子专用材料 研发；电池零配件销售；新材料技术研发；电子专用设备销售；计算机软硬件及辅助设备批发；电子元 器件与机电组件设备销售；智能输配电及控制设备销售；助动自行车、代步车及零配件销售；电子产品 销售；新材料技术推广服务；小微型客车租赁经营服务；普通货物仓储服务(不含危险化学品等需许可 审批的项目)；电气设备销售；租赁服务(不含许可类租赁服务)；发电技术服务；新 ...

近日，中关村储能产业技术联盟（CNESA）与自然资源保护协会（NRDC）在北京签署合作谅解 备忘录（MOU）。 中关村储能产业技术联盟理事长陈海生、自然资源保护协会总裁兼首席执行 官马尼什·巴普纳（Manish Bapna）出席签约仪式。 中关村储能产业技术联盟秘书长刘为、自然 资源保护协会北京代表处首席代表张洁清代表双方进行签约。 签约仪式前，陈海生理事长向自然资源保护协会代表团介绍了压缩空气储能模型的工作机理和技 术进展。 相关阅读 重磅！国家发展改革委、国家能源局正式发布电力辅助服务市场基本规则 两部门发文：明确各地电力现货市场运行时间表 国家发展改革委、国家能源局发布加快推进虚拟电厂发展的指导意见 联盟官微 关注政策、项目、企业、市场活动 联盟官方小秘书 入会、入群、产业交流、活动对接 马尼什·巴普纳（Manish Bapna）表示，作为深耕环保领域的国际机构， 自然资源保护协会长期 助力中国低碳转型。 储能技术是实现全球能源转型、 实现《巴黎协定》气候目标的 关键。自然 资源保护协会与中关村储能产业技术联盟已经建立了坚实的合作基础，希望此次备忘录的签署能 进一步深化双方在储能技术创新、政策协同等方面 ...

金融界2025年5月5日消息，国家知识产权局信息显示，北京合康新能变频技术有限公司、北京合康新能 科技股份有限公司取得一项名为"连接组件"的专利，授权公告号 CN222814010U，申请日期为2024年7 月。 天眼查资料显示，北京合康新能变频技术有限公司，成立于2004年，位于北京市，是一家以从事科技推 广和应用服务业为主的企业。企业注册资本45600万人民币。通过天眼查大数据分析，北京合康新能变 频技术有限公司共对外投资了2家企业，参与招投标项目1015次，财产线索方面有商标信息1条，专利信 息247条，此外企业还拥有行政许可38个。 北京合康新能科技股份有限公司，成立于2003年，位于北京市，是一家以从事电气机械和器材制造业为 主的企业。企业注册资本111670.1357万人民币。通过天眼查大数据分析，北京合康新能科技股份有限 公司共对外投资了16家企业，参与招投标项目372次，财产线索方面有商标信息69条，专利信息168条， 此外企业还拥有行政许可6个。 专利摘要显示，本实用新型提供了一种连接组件，涉及储能技术领域。连接组件包括：导电部件；连接 器，连接器包括连接端和接线端，连接端用于连接储能组件， ...

Summary of Nanwang Technology Conference Call Company Overview - **Company**: Nanwang Technology - **Date**: Q1 2025 Key Points Industry and Company Performance - In Q1 2025, Nanwang Technology's total revenue was 510 million yuan, showing a year-on-year stability. The net profit attributable to shareholders was 56.93 million yuan, a year-on-year increase of 35.66% due to favorable accounts receivable recovery and a reversal of impairment provisions contributing approximately 10 million yuan to profit growth [3][4][6]. Revenue Breakdown - **Technical Services**: Revenue share decreased to 64%, down 8 percentage points year-on-year, primarily due to a reduction in project delivery conditions for energy storage business [2][3]. - **Smart Devices**: Revenue share increased to 32.2%, up nearly 10 percentage points year-on-year, with both smart distribution and monitoring equipment revenues growing over 90% [2][3]. - **Energy Storage Services**: Revenue decreased by 37.5% year-on-year to 110 million yuan, but the backlog of orders reached 950 million yuan [2][6]. - **Experimental Testing Services**: Revenue grew by 14.3% year-on-year to 215 million yuan, with a backlog exceeding 500 million yuan [2][6]. Business Segment Highlights - **Smart Distribution Equipment**: Revenue increased by 72.5% year-on-year to 72.89 million yuan, with a backlog close to 800 million yuan [2][6]. - **Smart Monitoring Equipment**: Revenue grew by 74% year-on-year to 47.43 million yuan, with a backlog of approximately 300 million yuan [2][6]. - **Robotics and Drones**: Revenue remained stable at 43.66 million yuan, with a backlog of about 100 million yuan [2][6]. Future Outlook - **Smart Distribution Equipment**: Expected to continue its growth trend, but specific order and revenue scales will depend on market demand [4][8]. - **Experimental Testing**: Anticipated growth of 20% to 30% driven by new thermal power unit commissioning projects [4][12]. - **Robotics and Drones**: Transitioning to a comprehensive service provider, aiming to establish a drone operation platform for grid inspection and maintenance, with plans to expand into municipal and other sectors [7][13]. Market Conditions and Trends - **Energy Storage**: The industry is expected to grow significantly, with the Guangdong Energy Bureau's subsidy policy potentially accelerating project implementation [23][16]. - **Electric Meter Procurement**: The procurement scale is expected to remain stable compared to the previous year, with significant orders anticipated [19][10]. Additional Insights - **Order Delivery Cycle**: Energy storage services have a delivery cycle of 6 to 9 months, while smart devices typically complete delivery within three months [18]. - **Market Penetration**: High market penetration for communication modules, with new generation smart meters yet to see widespread adoption [9][10]. - **Technological Development**: Nanwang Technology is focusing on creating a unified digital platform for smart distribution equipment, enhancing compatibility and standardization across various devices [26]. Conclusion Nanwang Technology is navigating a mixed performance landscape with strong growth in smart devices and experimental testing, while facing challenges in energy storage services. The company is strategically positioning itself for future growth through technological advancements and market expansion initiatives.