文 | 中关村储能产业技术联盟 2025年7月5日，由 中关村储能产业技术联盟、中国能源研究会储能专委会 联合主办的 "储能未来星"主题科普实践活动 在天津成功举办。此 次活动中，京津两地中小学生分别走进 天津消防研究所应急安全教育实训基地、天津大学国家储能技术产教融合创新平台 ，开启了一场沉浸式 的能源科技探索之旅。 安全筑基，应急科普强意识 在天津消防研究所实训基地 ，同学们在讲解员的专业引导下深入体验了 "烟热逃生"、"地震避险"、"跨步电压防护" 等模拟场景，在实践中掌 握了应急自救的关键技能。 针对日常安全隐患 ，讲解员通过真实案例剖析了电池火灾风险及家庭安全防护要点。 在急救训练环节 ，学生们通 过假人模型认真演练心肺复苏与海姆立克急救法，将生命安全知识深植于心。 心肺复苏模拟训练 跨步电压体感模拟与防护 储能领域科学家介绍 前沿电池技术展示 储能科普宣传片展演 动手创造，小小储能师初长成 创意工坊将活动 推向高潮。在 "水果电池发电站"，柠檬串联铜锌片成功点亮LED灯，孩子们惊呼"酸水果竟是天然电池"；"太阳能充电宝 DIY"环节，太阳能板在阳光下为风扇蓄能，引发对阴天储能的深度思考；手摇发电机 ...

Core Insights - In May 2025, China's inverter export amounted to 6 billion yuan, with year-on-year and month-on-month growth of 8% and 3% respectively [1][2] - From January to May 2025, the total inverter export reached 24 billion yuan, representing a year-on-year increase of 9% [1][2] - The primary export markets for China's inverters are Europe, Asia, and Latin America, accounting for 39%, 36%, and 11% of total exports respectively [1][2] Regional Performance Asia - In the Asian market, inverter exports totaled 8.7 billion yuan from January to May 2025, showing a significant year-on-year growth of 24% [3] - In May, exports to Asia reached 2.26 billion yuan, with year-on-year and month-on-month increases of 30% and 19% respectively [3] - Notable demand growth was observed in India and Pakistan, with exports to these countries amounting to 1.6 billion yuan and 1.34 billion yuan respectively, reflecting year-on-year increases of 36% and 7% [3] Europe - In the European market, inverter exports from January to May 2025 reached 9.28 billion yuan, with a year-on-year increase of 4% [4] - In May, the export amount was 2.4 billion yuan, remaining flat year-on-year but decreasing by 9% month-on-month [4] - Germany and the Netherlands are the leading markets, with exports to Germany alone amounting to 2.05 billion yuan, showing a remarkable year-on-year growth of 93% [4] Latin America and Africa - In Latin America, inverter exports totaled 2.53 billion yuan from January to May 2025, reflecting a year-on-year decline of 18% [5] - In May, exports to Latin America were 600 million yuan, with a month-on-month increase of 23% but a year-on-year decrease of 19% [5] - Conversely, Africa saw a strong performance with inverter exports reaching 1.94 billion yuan, marking a year-on-year increase of 52% [5] Investment Recommendations - The emerging markets in Asia and Africa are showing strong demand, while the European market is also recovering, indicating potential growth opportunities [6] - Companies with competitive advantages in non-U.S. markets, particularly in large-scale storage and emerging market household storage, are recommended for investment [6] - Specific companies highlighted include Sunshine Power for its global competitiveness and low valuation, and Deyue Co. for its strong position in emerging markets [6]

Core Viewpoint - The article highlights the successful integration of artificial intelligence (AI) and energy storage solutions by Haibo Technology, showcasing its innovative approach and contributions to the green energy sector, particularly in the context of the 2025 National Energy Internet Conference held in Hangzhou [1][4]. Group 1: Technological Innovations - Haibo Technology has developed a comprehensive "AI + Energy Storage" technology system based on its self-developed Haibo Cloud big data platform, integrating various data sources for optimized energy storage management [2][3]. - The platform employs a "cloud-edge-end" collaborative design to ensure real-time data processing and global optimization in decision-making, utilizing advanced algorithms such as LSTM and multi-agent deep reinforcement learning [2][3]. - The company has addressed three core issues in the energy storage industry: enhancing energy efficiency through AI-driven charge and discharge strategies, reducing operational costs with predictive maintenance models, and improving battery management with a digital twin model that significantly outperforms industry standards [2][3]. Group 2: Industry Impact and Future Outlook - The successful practices of Haibo Technology serve as a model for the energy storage industry's digital transformation, demonstrating the feasibility of AI in enhancing project economics and contributing to the establishment of national standards [4]. - The company has collected over 200TB of data related to energy storage products and stations, providing essential support for collaborative development across the industry chain [4]. - Looking ahead, Haibo Technology aims to continue its innovation in integrating AI with energy storage systems, contributing to the green and low-carbon transformation of the energy sector through ongoing technological research and commercial practices [4].

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ -广告- 本文来源： #鑫椤锂电 富临精工公告，公司与四川发展龙蟒签署《合作框架协议》，双方将开展股权与资本合作，共同投资设立 合资公司，新建高压实密度磷酸铁锂正极材料项目与前驱体项目。 合资公司拟新建10万吨/年高压密磷酸 铁锂项目和10万吨/年磷酸二氢锂前驱体项目，选址于绵竹市德阳—阿坝生态经济产业园。 锂电材料端市场情况 行业热点 I C C S I N O 2025H1磷酸铁锂市场盘点：上半年产量同比增长66.6% 根据ICC鑫椤锂电统计， 2025年上半年磷酸铁锂产量163.2万吨，同比增长66.6%。 企业份额来看：湖南裕 能市场份额约30%，龙头地位显著，位于第一梯队；万润新能、德方纳米、友山科技、富临升华、常州锂 源市场份额在5%-10%之间，位于第二梯队。产量增速来看：TOP10企业中安达科技、当升科技增速最 高，均超过200%；友山科技、富临升华、国轩高科均超过100%；万润新能、泰丰先行也均超过80%；湖 南裕能虽然基数大，但也实现了超过40%的增幅。从发展潜力来看：除了湖南裕能、富临升华等综合实 ...

Group 1 - New Zhonggang's stock price reached a closing price of 8.54 yuan with a trading volume of 73.31 million yuan and a total market capitalization of 3.42 billion yuan on July 4 [1] - The stock appeared on the "Dragon and Tiger List" due to a price deviation of over 7%, with total buy and sell amounts of 36.62 million yuan and 7.46 million yuan respectively, resulting in a net buy of 29.16 million yuan [1] - The top five buying institutions included Kaiyuan Securities and Guotai Junan Securities, while Goldman Sachs and Haitong Securities were among the top sellers [1] Group 2 - Zhejiang New Zhonggang Thermal Power Co., Ltd. was established on October 17, 1997, and went public on July 7, 2021, focusing on the production and supply of thermal and electric power through cogeneration [2] - The company's revenue composition includes steam (71.77%), electricity (16.60%), compressed air (6.89%), coal (2.48%), energy storage electricity (2.03%), and others (0.16%) [2] - As of March 31, the number of shareholders increased by 3.87% to 21,300, while the average circulating shares per person decreased by 3.72% to 18,801 shares [2] Group 3 - New Zhonggang 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 [3]

Core Viewpoint - The news highlights the recent stock reduction activities of Chen Kerang, a director of Fangzhi Technology, indicating potential shifts in shareholder confidence and market dynamics [1][3]. Group 1: Stock Trading Activities - On July 1, Chen Kerang reduced his holdings by 146,500 shares at an average price of 11.03 yuan, resulting in a transaction amount of 1.6159 million yuan, leaving him with 25.7538 million shares [1][3]. - The trading activities also show a pattern of share reductions by Chen Kerang and another shareholder, Zhang Wenkai, over a series of days leading up to July 1, with multiple transactions recorded [3]. Group 2: Company Overview - Fangzhi Technology specializes in the development, sales, and consulting of computer software and hardware, educational software, and various technology services, including AI applications and digital cultural content [2]. - As of December 31, 2024, the company's revenue composition includes 69.3474 million yuan from its main educational software, accounting for 75.26% of total revenue, while AI digital products contributed 10.3851 million yuan, or 11.27% [2]. Group 3: Market Capitalization - The total market capitalization of Fangzhi Technology is reported to be 2.736 billion yuan [4].

证券代码：300820 证券简称：英杰电气 四川英杰电气股份有限公司投资者关系活动记录表 答：公司当前正为国内行业龙头企业研发充电桩新产品， 相关产品已进入技术验证阶段。若验证工作顺利推进，预计将 获取高附加值订单，为充电桩业务板块构建稳固的营收支撑体 系。与此同时，公司加速海外市场战略布局并取得实质性突破， 通过旗下英杰新能源的控股与参股企业，已初步构建起覆盖海 编号：2025-005 问题 3：核聚变电源的市场空间如何？英杰的竞争优势是 什么？ 答：国内目前有多个核聚变项目，投资规模较大，达数十 亿元至百亿元级别，电源在项目投资中占相当比例，其中公司 已供货的磁场与加热电源占比更高。2025 年下半年多个项目将 进入招标阶段，公司正积极对接并跟踪项目招标进展。 核聚变领域的电源属于大功率电源，数兆瓦级的功率要求 及电源稳定性对厂商技术水平要求较高，形成了较高的技术壁 垒。依托公司多年大功率电源研发经验，在高电压、大电流控 制及抗干扰设计方面形成一定技术优势，同时作为营收规模达 十多亿元的专业电源研发制造企业，公司的量产能力具备相应 优势。 问题 4：请介绍一下公司 2025 年充电桩业务的情况。 投资者关 ...

2025 年 7 月 2 日 电力设备与新能源行业研究 买入（维持评级） 行业月报 证券研究报告 新能源与电力设备组 分析师：姚遥（执业 S1130512080001） yaoy＠gjzq.com.cn 锂电 6 月洞察：国内储能呈现抢装潮，固态设备迎中试交付 本月行业重要变化： 1）锂电：6 月 23 日，碳酸锂报价 5.96 万元/吨，较上月下降 7%；氢氧化锂报价 6.24 万元/吨，较上月下降 5%。 2）整车：5 月国内新能源乘用车批发销量达 122 万辆，同/环比+33%/+17%；1～5 月累计批发 498 万辆，同比+41%。 行情回顾： 2025 年 6 月以来，锂电板块表现较为活跃，超半数环节跑赢沪深 300 和上证 50 指数。三元正极板块实现领涨，涨幅 为 15%；部分板块呈现下跌态势，锂电隔膜、汽车零部件、新能源车板块下跌幅度分别为-3%、-3%、-6%。本月锂电相 关板块多数环节月度成交额继上月大幅下降后开始快速回升，主要系固态电池等板块资金交易活跃。本月多数锂电相 关板块处在 3 年历史估值分位底部，市场对锂电板块关注度回暖，未来存在进一步估值修复空间。 本月研究专题：政策加码制 ...

Core Viewpoint - Delta Electronics announced an investment of NT$6.95 billion to acquire land and facilities from Taifeng Tire located in Guanyin District, Taoyuan City, aimed at expanding into new business areas such as hydrogen energy, energy storage, or data centers [1] Group 1 - Delta Electronics plans to invest NT$6.95 billion for the acquisition [1] - The acquired land and facilities will be utilized for new business ventures [1] - Potential new business areas include hydrogen energy, energy storage, and data centers [1]

【导读】董明珠称格力钛没有影响格力电器的股东分红，也没有影响效益和利润 中国基金报记者 南深 牛思若 2025 年 6 月 30 日， 格力电器 2024 年度股东大会在公司珠海总部召开，现场汇聚天南海 北的数百名股东，中国基金报记者现场参会。 近期，因格力钛新能源股份有限公司（以下简称 格力钛 ）所持珠海广通汽车有限公司的价值 18.06 亿元的股权被冻结事宜，格力电器和董明珠备受关注。现场有投资者问及格力钛目前 状况及未来前景，董明珠及目前负责格力钛业务的 格力电器副总裁方祥建 均有回应。 会上，连续当了6 年格力电器 独立董事的知名学者刘姝威，做了其最后一次述职报告。刚刚 上任总裁两个月的张伟，则谈了其对格力电器未来发展的 总体 设想。 另外，有投资者关注近期公司第二大股东、由核心经销商组成的京海互联网科技发展有限公 司（以下简称京海互联）重新开始增持格力电器的背后原因。 董明珠、方祥建这样回应 日前，国家企业信用信息公示系统网站显示，格力钛新增一则股权冻结信息，其持有的珠海 广通汽车有限公司的 18.06 亿元股权被冻结，冻结期限自 2025 年 6 月 4 日至 2028 年 6 月 3 日，为期三 ...