行家说储能最新消息，楚能新能源两天内接连官宣两大动作——发布588Ah储能电池、开工80GWh锂电项目。 在宜昌80GWh全新一代锂电池项目开工 活动现场，楚能新能源董事长代德明在接受行家说储能采访时表示："楚能新能源实现了从0到1、从起步发展到快速 崛起，公司计划在今年年底前实现项目全面开工，以确保明年达成300GWh以上的产能目标，全面进入行业头部阵营。" 据他介绍，" 80GWh全新一代锂电池项目不仅是楚能千亿战略目标的重要布局，更是楚能以产业助力宜昌打造新能源产业高地的重要部分。"他承诺，楚能 将用最短的时间、最快的速度、最高的效率建成项目，力争早投产、早达效，将宜昌建设成为全国最大的锂电池产业基地。 下一步，楚能还将在年内启动襄 阳生产基地的建设。 图为：楚能新能源董事长代德明 ▋ 发布588Ah储能电池 从280Ah、306Ah、314Ah到472Ah，楚能新能源 储能电池阵营又添力作。 9月25日，在新品发布会上，楚能新能源发布新一代588Ah储能专用电池。 据了解，单颗电池能量突破卷绕工艺极限达588Ah，质量能量密度为190Wh/kg、体积能量密度为419Wh/L，能量效率高达96.5%。 ...

来源：新浪证券-红岸工作室 9月26日，华宝新能涨1.68%，成交额2.84亿元，换手率4.92%，总市值129.04亿元。 异动分析 今日主力净流入-904.96万，占比0.03%，行业排名59/106，连续2日被主力资金减仓；所属行业主力净流 入-37.26亿，连续2日被主力资金减仓。 BC电池+钠离子电池+锂电池概念+储能+人民币贬值受益 1、2023年9月8日互动易：公司便携太阳能产品均使用BC类电池，目前采用全球最先进的IBC电池技 术，拥有行业领先的高达25%的转换效率。 2、2023年7月11日互动易：公司与中比新能源达成战略合作，将依托双方的行业技术优势，共同开发钠 离子电池，探索钠离子电池在终端产品的应用。 3、公司主要从事锂电池储能类产品及其配套产品的研发、 生产及销售， 属于锂电池储能行业。 4、自2011年成立以来，公司一直聚焦于锂电池储能领域。在设立之初，公司以充电宝的ODM业务为 主，随着业务的持续发展，公司在锂电池电源管理、工业设计、结构设计等方面的技术积累不断加深， 并积累了松下、LG化学、比克电池、安富利等高质量的供应商资源，拓展了包括特斯拉、宝马、超霸 电池、DSG、Cla ...

Core Viewpoint - The company is focusing on developing a "three-dimensional virtual power plant" system to enhance operational efficiency and reliability while also pursuing carbon neutrality through various initiatives [2][3]. Company Overview - Zhejiang Xinhonggang Thermal Power Co., Ltd. was established on October 17, 1997, and listed on July 7, 2021. The company primarily engages in the production and supply of thermal and electric power through cogeneration [7]. - The main revenue composition includes 95.17% from cogeneration, 4.73% from energy storage, and 0.10% from other sources [7]. Financial Performance - As of June 30, the company had 20,400 shareholders, a decrease of 4.18% from the previous period, with an average of 19,622 circulating shares per shareholder, an increase of 4.37% [8]. - For the first half of 2025, the company reported revenue of 364 million yuan, a year-on-year decrease of 17.74%, and a net profit attributable to shareholders of 61.81 million yuan, down 4.62% year-on-year [8]. - The company has distributed a total of 344 million yuan in dividends since its A-share listing, with 204 million yuan distributed over the past three years [9]. Market Activity - On September 26, the company's stock rose by 0.69%, with a trading volume of 33.01 million yuan and a turnover rate of 0.95%, bringing the total market capitalization to 3.493 billion yuan [1]. Investment Initiatives - The company plans to construct a "three-dimensional virtual power plant" system to monitor and enhance the efficiency of power plants using advanced technologies [2]. - The company aims to establish itself as a regional comprehensive energy supply center and carbon neutrality center, focusing on improving efficiency and reducing carbon emissions through new unit expansions and technological upgrades [2][3].

Group 1: Business Overview and Product Offerings - The company focuses on providing advanced system solutions and lifecycle services in the energy and power sectors, with products including compressors and heat exchangers, managing temperature control and pressure across a range of -271℃ to 200℃ [3] - A full range of magnetic levitation compressor products has been developed, showcasing significant technological advantages and market performance, particularly highlighted by their success in the Beijing Winter Olympic Village project [3] - Products are widely used in various industries, including food processing, cold chain logistics, industrial cooling systems, commercial air conditioning, and energy recovery systems [3][4] Group 2: Data Center Applications - The company’s subsidiaries provide cooling equipment for data centers, including variable frequency centrifugal chillers and integrated natural cooling systems, which have been recognized in the Ministry of Industry and Information Technology's directory of advanced applicable technologies [3] - Successful projects include major data centers across China, such as the National Supercomputing Center and various banks, with international collaborations in North America, Australia, Southeast Asia, and the Middle East [3] - Upcoming product launches include upgraded versions of magnetic levitation and air suspension series specifically designed for data centers, enhancing competitive edge [4] Group 3: Nuclear Power Industry Applications - The company is focusing on core scenarios in nuclear power, developing technologies for nuclear island cooling and heat recovery, which support the safe and efficient use of clean energy [4] - Key projects include service to multiple nuclear power stations in China, with innovations such as a no-power cooling system and collaboration with Tsinghua University on nuclear heating technologies [4] - The company is recognized as a leading service provider in the nuclear island refrigeration market, with over 20 years of experience and a comprehensive range of products [4]

Core Viewpoint - The stock of Wolong Electric Drive has experienced significant fluctuations, with a year-to-date increase of 231.03%, but a recent decline of 7.76% over the past five trading days [1] Group 1: Stock Performance - As of September 26, Wolong Electric Drive's stock price was 47.04 CNY per share, with a market capitalization of 73.482 billion CNY [1] - The stock has seen a trading volume of 4.486 billion CNY and a turnover rate of 6.02% [1] - The stock has appeared on the "龙虎榜" (top trading list) eight times this year, with the most recent appearance on September 18 [1] Group 2: Financial Performance - For the first half of 2025, Wolong Electric Drive reported a revenue of 8.031 billion CNY, a year-on-year increase of 0.66%, and a net profit attributable to shareholders of 537 million CNY, up 36.76% year-on-year [2] - The company has distributed a total of 2.056 billion CNY in dividends since its A-share listing, with 520 million CNY distributed in the last three years [2] Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders for Wolong Electric Drive was 221,300, a decrease of 11.72% from the previous period [2] - The average number of circulating shares per shareholder increased by 35.84% to 7,058 shares [2] - Notable institutional shareholders include Southern CSI 500 ETF and Hong Kong Central Clearing Limited, with varying changes in their holdings [2]

Core Insights - Major investments in AI infrastructure are being made by companies like Oracle and Nvidia, with Nvidia planning to invest up to $100 billion in OpenAI to support its AI data center expansion [1] Group 1: AI Data Center Developments - Nvidia is initiating an 800V revolution in AI data center power supply, aiming for full-scale production of its new Rubin processor by 2027 [2] - The AI data center power market is attracting domestic players, with companies like Sungrow Power announcing the establishment of an AIDC division, targeting product launches by 2026 [2][3] - The AI data center power market is projected to reach a potential market size of $24 billion by 2028, according to UBS [4] Group 2: Sungrow Power's Strategic Focus - Sungrow Power's revenue from energy storage has significantly increased from 6.06% in 2020 to an expected 40.21% in 2024, indicating a strategic pivot towards energy storage [2][3] - The company is positioning itself for the AIDC market with a comprehensive approach, focusing on overseas markets and innovative solutions for both high and low voltage sides [4][5] Group 3: Competitive Landscape - Competitors like DeYee Co. are also entering the AIDC power market, with plans to develop solid-state transformers for data centers [4][5] - The AIDC power supply market is characterized by high competition, with established players like Huawei and Schneider leading the market [4][5] Group 4: Technology Trends - The transition from traditional AC UPS systems to HVDC systems is gaining traction, with HVDC offering higher efficiency and lower land usage [6][7] - The integration of advanced power electronics technology is crucial for both HVDC and photovoltaic inverter applications, providing a foundation for companies like Sungrow Power to transition into the HVDC sector [11][12] Group 5: Future Prospects - Sungrow Power expresses confidence in its ability to enter the HVDC market, leveraging its existing technology and expertise in power electronics [10][11] - The collaboration with domestic semiconductor companies is seen as a potential advantage for Sungrow Power in developing HVDC solutions [12][13]

资金流向方面，主力资金净流出1565.90万元，特大单买入0.00元，占比0.00%，卖出856.09万元，占比 7.45%；大单买入1858.32万元，占比16.17%，卖出2568.13万元，占比22.35%。 毅昌科技今年以来股价涨51.70%，近5个交易日涨3.22%，近20日涨18.49%，近60日涨28.57%。 资料显示，广州毅昌科技股份有限公司位于广东省广州市高新技术产业开发区科学城科丰路29号，成立 日期1997年9月12日，上市日期2010年6月1日，公司主营业务涉及从事家电、汽车结构件的研发、生产 和销售的企业。主营业务收入构成为：零部件91.35%，其他8.65%。 毅昌科技所属申万行业为：家用电器-家电零部件Ⅱ-家电零部件Ⅲ。所属概念板块包括：储能、华为汽 车、汽车零部件、奇瑞汽车概念、新能源车等。 9月26日，毅昌科技盘中下跌2.08%，截至13:07，报8.01元/股，成交1.15亿元，换手率3.53%，总市值 32.94亿元。 截至6月30日，毅昌科技股东户数3.39万，较上期减少19.92%；人均流通股11773股，较上期增加 26.39%。2025年1月-6月，毅昌科技实现 ...

9月26日，科达利盘中下跌2.06%，截至10:39，报173.79元/股，成交4.12亿元，换手率1.18%，总市值 475.47亿元。 分红方面，科达利A股上市后累计派现13.12亿元。近三年，累计派现10.22亿元。 机构持仓方面，截止2025年6月30日，科达利十大流通股东中，泉果旭源三年持有期混合A（016709） 位居第二大流通股东，持股1069.84万股，相比上期增加46.62万股。香港中央结算有限公司位居第三大 流通股东，持股664.35万股，相比上期减少466.80万股。东方新能源汽车主题混合（400015）位居第五 大流通股东，持股475.48万股，持股数量较上期不变。华夏能源革新股票A（003834）位居第七大流通 股东，持股303.44万股，持股数量较上期不变。农银新能源混合A（002190）位居第八大流通股东，持 股297.69万股，持股数量较上期不变。南方中证500ETF（510500）位居第九大流通股东，持股282.04万 股，相比上期增加39.67万股。国投瑞银新能源混合A（007689）位居第十大流通股东，持股196.20万 股，相比上期减少26.95万股。 资金流向方面，主 ...

Core Points - The stock price of Pulu Tong increased by 2.09% on September 26, reaching 8.78 CNY per share with a total market capitalization of 3.278 billion CNY [1] - The company has seen a year-to-date stock price increase of 25.97%, but a recent decline of 3.20% over the last five trading days [2] - Pulu Tong's main business revenue composition includes 80.89% from supply chain management services and 19.11% from new energy [2] Financial Performance - For the first half of 2025, Pulu Tong achieved operating revenue of 388 million CNY, representing a year-on-year growth of 39.77% [2] - The net profit attributable to the parent company was 33.32 million CNY, showing a significant year-on-year increase of 165.39% [2] - Cumulatively, the company has distributed 127 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3] Shareholder Information - As of September 10, the number of shareholders for Pulu Tong was 34,100, an increase of 4.75% from the previous period [2] - The average number of circulating shares per shareholder decreased by 4.54% to 10,942 shares [2] Market Activity - The net inflow of main funds was 743,600 CNY, with large orders accounting for 19.66% of total purchases [1] - The total transaction volume on September 26 was 34.042 million CNY, with a turnover rate of 1.05% [1]

Core Viewpoint - Jin Tong Ling's stock price has shown a significant increase of 45.37% year-to-date, despite a recent decline of 1.97% over the last five trading days [2] Group 1: Stock Performance - As of September 26, Jin Tong Ling's stock price rose by 2.05% to 2.98 CNY per share, with a trading volume of 39.63 million CNY and a turnover rate of 0.91%, resulting in a total market capitalization of 4.44 billion CNY [1] - The stock has experienced a 4.20% increase over the past 20 days and a slight 0.68% increase over the past 60 days [2] - The company has appeared on the "Dragon and Tiger List" once this year, with a net purchase of 61.08 million CNY on March 12 [2] Group 2: Financial Performance - For the first half of 2025, Jin Tong Ling reported a revenue of 370 million CNY, reflecting a year-on-year decrease of 48.70%, while the net profit attributable to shareholders was -202 million CNY, a significant decline of 167.72% [3] - The company has cumulatively distributed 109 million CNY in dividends since its A-share listing, with no dividends distributed in the last three years [4] Group 3: Business Overview - Jin Tong Ling, established on April 9, 1993, and listed on June 25, 2010, is located in Nantong, Jiangsu Province, and specializes in the research, manufacturing, and application of high-end fluid machinery products [2] - The main revenue sources are: blowers (38.82%), system integration projects (16.34%), boiler sales (13.12%), compressors (12.00%), and others [2] - The company operates within the machinery equipment sector, specifically in general equipment and other general equipment categories, and is involved in concepts such as ecological agriculture, hydrogen energy, carbon neutrality, energy storage, and solar energy [2] Group 4: Shareholder Information - As of June 30, the number of shareholders for Jin Tong Ling was 45,500, a decrease of 19.77% from the previous period, with an average of 32,436 circulating shares per shareholder, an increase of 24.64% [3]