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海博思创营收净利双攀高峰 储能龙头领航未来
Chang Jiang Shang Bao· 2025-04-30 05:27
Core Insights - Haibosichuang reported a revenue of 826,970.43 million yuan for 2024, an increase of 18.44% year-on-year, and a net profit attributable to shareholders of 64,783.81 million yuan, up 12.06% year-on-year [1] - The company is a leading provider of energy storage system solutions and services, focusing on R&D, production, sales, and service for various energy sectors [3][4] - Haibosichuang has established partnerships with major international energy storage integrators and has made significant progress in expanding its global market presence [4] Financial Performance - The total assets of Haibosichuang reached 1,097,150.47 million yuan, growing by 18.83% since the beginning of the year, while the net assets attributable to shareholders increased by 31.72% to 314,120.20 million yuan [1] - The company’s net profit excluding non-recurring gains and losses was 62,808.09 million yuan, reflecting an 11.87% increase year-on-year [1] Market Position and Strategy - Haibosichuang holds a significant market share in the domestic energy storage market, benefiting from the rapid growth of the sector [3] - The company is recognized as a national high-tech enterprise and has received various accolades, including being named a "little giant" enterprise and a "unicorn" in Beijing [3] Industry Trends - The energy storage industry is expected to grow significantly, driven by national policies aimed at achieving carbon neutrality by 2060 [5][6] - By the end of 2024, China's cumulative installed power storage capacity is projected to exceed 137.9 GW, with new energy storage installations expected to grow by over 100% year-on-year [6][7] R&D and Innovation - Haibosichuang invested 250,167,716.29 yuan in R&D in 2024, a 40.10% increase from the previous year, representing 3.03% of its revenue [8] - The company has accumulated 358 authorized intellectual properties, including 168 patents, demonstrating its commitment to technological advancement [8][9] Technological Advancements - The company has established a joint research center with Tsinghua University, focusing on cutting-edge topics in battery safety and control [9] - Haibosichuang's AI cloud platform integrates IoT and edge computing technologies, enhancing the operational efficiency of energy storage systems [11][12] Future Outlook - The "Energy Storage + X" strategy aims to transform the company from a device supplier to a comprehensive value manager in the energy ecosystem [10][11] - The company is positioned to benefit from the increasing demand for energy storage solutions as the global market evolves [7][10]
国网荣成市供电公司积极做好京澳(荣成)新能源有限公司光伏验收工作
Qi Lu Wan Bao· 2025-04-29 21:22
Group 1 - The State Grid Rongcheng Power Supply Company is actively conducting acceptance work for the 5.985 MW photovoltaic power generation project by Jingao (Rongcheng) New Energy Co., Ltd, with full rectification and grid connection expected by April 24 [1] - Distributed photovoltaic power generation is a key area supported by the state as a green and clean energy source, with increasing participation from enterprises and individuals under the "carbon peak" and "carbon neutrality" goals [1] - The total investment for the photovoltaic project is 24 million yuan, with an expected annual power generation of 9.4 million kWh and annual revenue of over 3.76 million yuan [1] Group 2 - The requirements for 10 kV high-voltage grid connection are higher than those for 0.4 kV low-voltage connection, and customers often have limited understanding of the acceptance requirements [2] - The control center has taken proactive steps to provide services, including multiple site visits to assess the photovoltaic station's grid connection equipment and offering technical consulting services to clients [2] - The acceptance process for the 10 kV distributed photovoltaic station is being refined to enhance the standardization and efficiency of the acceptance work, thereby improving customer satisfaction [2]
朗迪集团2024年业绩大幅增长创新高 首提布局机器人核心运动部件
Core Viewpoint - Longdi Group reported significant growth in its 2024 annual report, achieving record highs in revenue and net profit, driven by strategic initiatives and market recovery [1][2]. Group 1: Financial Performance - In 2024, Longdi Group achieved operating revenue of 1.894 billion and net profit of 172 million, representing year-on-year growth of 16.16% and 57.16% respectively [1]. - The company attributes its performance to the implementation of the "old-for-new" policy in home appliances and the gradual recovery of overseas markets, leading to a notable increase in the overall value of the home appliance industry [1]. Group 2: Business Segments - Longdi Group has established three main business segments: household air conditioning blades, mechanical fans, and composite materials, leveraging a rich product line advantage [1]. - In the air conditioning blade sector, trends towards efficiency, intelligence, environmental protection, and product innovation are identified as key development directions [2]. - The mechanical fan industry is experiencing growth driven by the "carbon neutrality" and "carbon peak" goals, with a focus on green and low-carbon technologies [2]. - The composite materials sector is seeing widespread application in various fields, with a focus on high-performance, recyclable materials driven by environmental regulations [2]. Group 3: Future Outlook - For 2025, the domestic retail scale of home appliances is expected to see only a slight year-on-year increase due to factors such as the depletion of demand from 2024 and high retail bases from government subsidies [1]. - Longdi Group is proactively developing a joint module solution for robotic core motion components, integrating permanent magnet synchronous motors, reducers, and intelligent control technology, currently in the early development stage [2]. - The company aims to accelerate the application of its products in industrial automation and smart equipment, while embracing emerging technologies like smart home and artificial intelligence [3].
企业竞争图谱:2025年焦炭 头豹词条报告系列
Tou Bao Yan Jiu Yuan· 2025-04-29 12:23
2025年 焦炭行业词条报告 头豹分类/制造业/石油加工、炼焦和核燃料加工业/核燃料 加工 Copyright © 2025 头豹 企业竞争图谱:2025年焦炭 头豹词条报告系列 于利蓉 · 头豹分析师 2025-04-03 未经平台授权,禁止转载 行业分类: 制造业/核燃料加工 摘要 焦炭是由炼焦煤在焦炉中经过高温干所得转化而来。近年来,焦炭行业准入标准不断提高,持续淘汰落后产能;技术和装备水平提高,科研能力不断增强;节能减排、资源 综合利用、发展循环经济等成为焦炭行业未来发展的重点。中国焦炭行业受国家政策和下游钢铁需求推动,市场容量快速增长。未来,"一带一路"倡议有望拓宽中国焦炭的 国际市场;"碳达峰、碳中和"背景下,中国焦炭行业绿色低碳发展水平不断提升,产业链整体向好。 行业定义 煤焦化又称煤炭高温干馏,具体指以煤为原料,在炭化室隔绝空气的条件下,经过高温干馏,焦饼温度达到950℃—1050℃即形成焦炭,同 时获得焦炉煤气、煤焦油以及其他化学产品的过程。焦炭就是指炼焦物料在隔绝空气的高温炭化室内经过热解、缩聚、固化、收缩等复杂的物理 化学过程而获得的固体炭质材料。焦炭除大量用于炼铁和有色金属冶炼外,还用 ...
协鑫集成科技股份有限公司2024年年度报告摘要
Core Viewpoint - The company aims to become a global leader in green energy system integration, focusing on high-efficiency batteries, large-size photovoltaic modules, and energy storage systems, while promoting a comprehensive service model that includes product design, customization, production, installation, and sales [3][4][10]. Company Overview - The company is committed to integrating green energy into daily life and aims to drive innovation through green energy technology during the "14th Five-Year Plan" period, aligning with national strategies for carbon peak and carbon neutrality [3][4]. - The company has established a global presence, with subsidiaries in Japan, North America, Singapore, Germany, and other regions, covering 75 countries and becoming a key supplier in multiple markets [4][10]. Business Performance - In 2024, the company achieved a revenue of 1,623,978.68 million yuan, a year-on-year increase of 1.70%, while the net profit attributable to shareholders was 6,829.40 million yuan, a decline of 56.70% [9][11]. - The company maintained a strong market position, ranking fourth in winning bids for large state-owned enterprise projects in China and achieving significant growth in domestic and international sales [10][11]. Strategic Initiatives - The company has implemented a dual strategy of performance and technology, focusing on cost reduction and profit increase, while enhancing operational efficiency and product quality [9][11]. - The company has launched the "Gexin Carbon Chain" platform, which integrates blockchain technology for carbon management, achieving a 21.3% reduction in product carbon value compared to industry standards [18][20]. Technological Innovation - The company has established a robust R&D framework, with 656 authorized patents and a 40% increase in R&D investment, reinforcing its leadership in photovoltaic technology [15][16]. - The company has introduced high-efficiency products, including the GPC2.0 component, which utilizes advanced technologies to enhance performance and reliability [16][17]. Market Challenges and Responses - The global photovoltaic industry is facing supply-demand imbalances and price adjustments, prompting the company to adapt its strategies and optimize resource allocation [8][9]. - The company is actively expanding its international market presence and enhancing its operational efficiency to navigate the competitive landscape [10][11].
缠绕管式换热器行业发展概况及发展趋势
Sou Hu Cai Jing· 2025-04-29 03:55
Development History of Heat Exchangers - The global development of heat exchangers can be divided into three periods: exploration in the 19th century, preliminary development in the first half of the 20th century, and rapid development from the second half of the 20th century to the present [1][2] - In China, the heat exchanger industry has gone through four stages: initiation in the 1960s, growth in the 1980s, development in the 21st century, and innovation in recent years, with a focus on high efficiency and energy saving [3] Competitive Landscape of the Heat Exchanger Industry - The heat exchanger industry has formed a competitive landscape driven by technological advancement and market orientation, with leading foreign companies like Alfa Laval and domestic companies like Lansi Heavy Industry [4] - The market concentration for spiral tube heat exchangers is relatively high, with domestic companies holding a market share of 63.4% in 2021 [4] Industry Chain Analysis - The upstream of the heat exchanger industry includes raw material supply such as steel, rubber, and graphite, while the midstream focuses on manufacturing, and the downstream encompasses various application fields including petrochemicals and power generation [5][7][11] Market Size of the Heat Exchanger Industry - The market size of China's heat exchanger industry reached 845.6 billion yuan in 2021, with a projected growth from 868.9 billion yuan in 2022 to 992.1 billion yuan by 2026, reflecting a compound annual growth rate of 3.4% [20] - The spiral tube heat exchanger market in China is expected to grow from 19.3 billion yuan in 2022 to 38.1 billion yuan by 2026, with a compound annual growth rate of 18.5% [22] Development Trends in the Heat Exchanger Industry - The industry is moving towards larger, more efficient, and energy-saving products, with significant advancements in heat transfer efficiency and reduced pressure loss [23] - There is a deepening collaboration across the entire industry chain, with suppliers needing to customize products to meet specific client requirements [24] - The pace of domestic substitution is accelerating, with significant breakthroughs in materials and manufacturing processes for spiral tube heat exchangers, supported by national policies [25][26]
新疆库车经开区建起“能源绿岛”
Ke Ji Ri Bao· 2025-04-29 03:06
科技日报记者 梁乐 通讯员 张治立 近日,科技日报记者在中国石化新疆库车绿氢示范项目(光伏绿氢智慧工厂)的中控室看到,技术 人员正紧盯绿氢智慧控制与调度系统的电子屏幕,密切关注工厂内52个电解槽的运行情况。源源不断的 绿色氢能替代天然气,被输送至炼化企业,实现低碳制造。 该项目位于新疆库车经开区,是我国规模最大的光伏发电直接制绿氢项目。2023年,库车经开区入 选国家首批碳达峰试点园区,成为新疆首个国家碳达峰试点园区。在推动经济高质量发展进程中,库车 经开区正朝着科技创新驱动和绿色集约发展的目标不断奋进,全力打造碳达峰试点园区。 产值首破550亿元大关 库车市化石能源富集,已探明的天然气储量3090.75亿立方米以上、原油储量14.22亿吨以上,占塔 里木盆地探明储量的90%以上。 为了充分发挥能源优势,库车经开区联合行业龙头企业,加速创新链与产业链的深度融合。 在库车经开区企业——中国石化塔河炼化有限责任公司(以下简称"塔河炼化"),各厂房生产的汽 油、柴油、航空煤油等产品,通过铁路专线直销各地。目前,该公司的原油加工能力每年达500万吨。 塔河炼化生产管理部高级主管王兴军介绍,按照中国石油化工集团公司构建 ...
【行业政策】一周要闻回顾(2025年4月21日-4月27日)
乘联分会· 2025-04-28 08:31
点 击 蓝 字 关 注 我 们 本文全文共 3412 字,阅读全文约 11 分钟 关于征求《乘用车车载能源消耗量监测技术要求》推荐性国家标准意见的函 | 序号 | 标准名称 | 征求意见稿 | 征求意见稿编制说明 | 发表意见 | | --- | --- | --- | --- | --- | | GB/T 19753-2021 | 轻型混合动力电动汽车能量消耗量试验方法 《第1号修改单》 | | | | | 20250591-T-339 | 乘用车车载能源消耗量监测技术要求 | | | | 4月21日,全国汽车标准化技术委员会汽车节能分技术委员会:关于征求《乘用车车载能源消耗量监 测技术要求》推荐性国家标准意见的函。 函告称,由全国汽车标准化技术委员会汽车节能分技术委员会组织起草的《乘用车车载能源消耗量技 术要求》推荐性国家标准已形成征求意见稿,现提交公示,广泛征求意见。征求意见截止日期:2025年6 月20日。 《乘用车车载能源消耗量技术要求》(征求意见稿)的主要内容除前言外包括:范围、规范性引用文 件、术语和定义、总体要求、数据监测与存储、数据验证试验、生产一致性,共七章,以及附录A(规范 性)监测和存 ...
辽宁丹东:能源产业向“绿”向“新”快速进发
Zhong Guo Fa Zhan Wang· 2025-04-28 07:12
今年1月14日,丹东市发布了《丹东市"十四五"海上风电项目竞争性配置公告》,吸引了5家符合要求的 单位报名申请。经专家评审,最终确定华电集团、国家电投、中国电建为项目开发业主单位,分别开发 200万千瓦、100万千瓦和50万千瓦建设规模,确保了项目资源的优化配置。这3个海上风电项目总投资 约320亿元,全容量并网后,年发电量可达100亿千瓦时,每年可等效节约标准煤318万吨,减少二氧化 碳排放826万吨。目前,各开发业主单位正在开展用地、用海、通航等开工前期各项工作,力争年内开 工建设。 与此同时,光伏也在有序发展。目前,丹东市已建成辽宁安宇电力光伏电站、国润麦隆光伏电站、通威 光伏电站、华能丹东电厂光伏电站等项目,总装机容量(含分布式光伏)62.47万千瓦。截至2024年 底,全市电力总装机421.56万千瓦,其中清洁能源装机259.86万千瓦,占全市电力总装机的61.6%。 聚焦项目建设 加快培育产业集群 中国发展网讯 记者施文郁报道 "3个海上风电项目总投资约320亿元,加快推动风电装备制造重大项目, 打造具有全国影响力的海上风电母港……"丹东市发展改革委相关负责人振奋地介绍。 近年来,丹东市深入贯彻" ...