近年来，鼎和保险围绕新型能源体系建设和新型电力系统建设，着力建强风险减量管理 能力，在服务能源新质生产力发展中超前布局，逐步建立起差异化竞争优势。鼎和保险充分 考量自身战略定位和经营特色，超前布局新型电力系统领域保险，立足"能源行业保险专 家"战略定位，于2021年成立国内首个新型电力系统保险研究中心，建立新型电力与能源保 险事业群，围绕"源网荷储碳数"核心领域，聚焦清洁能源、数字电网、负荷资源、储能产 业、电碳市场五大重点，研发电化学储能系列及知识产权等19款创新产品，其中9款属行业 首创。鼎和保险依托自身资源禀赋，打造创新研究平台，深入探索保险与能源的深度融合和 发展路径，打造能源保险领域具有行业影响力的创新研究平台。近年来，陆续发布行业首份 《新型电力系统保险产品创新及顶层设计规划研究》《电化学储能保险发展研究报告》等具 有行业影响力的领先研究成果，牵头编制《电化学储能电站保险风险评估指引》。课题成果 《"双碳"目标下碳保险发展研究及政策建议》作为唯一金融保险领域案例入选国务院国资委 发布的国资国企优秀研究成果集。 结合储能技术多维度应用场景，鼎和保险创新推出"储能保"等6款储能专属保险产品， 覆盖储能 ...

行业动态方面，电网设备企业海外市场拓展取得积极进展，业务结构持续优化。华安证券提到，国电南 瑞在沙特、南美等市场实现放量增长，2025年上半年国际合同同比增长超200%；思源电气自2020年以 来海外营收保持强劲增长态势，CAGR达26.98%，欧洲、北美等成熟市场存在较大设备更新空间，东南 亚、中东、非洲等地区则具备广阔的新建需求潜力。 场内ETF方面，截至2025年11月6日 11:28，电网ETF(159320)上涨3.00%， 冲击3连涨。前十大权重股合 计占比52.7%，第一大权重股特变电工上涨8.00%，再创新高！中天科技上涨7.17%，亨通光电、国电南 瑞等个股跟涨。 截至11月5日，电网ETF近6月净值上涨79.40%，指数股票型基金排名46/3845，居于前1.20%。从收益能 力看，截至2025年11月5日，电网ETF自成立以来，最高单月回报为24.48%，最长连涨月数为6个月，最 长连涨涨幅为71.45%，上涨月份平均收益率为7.49%。 近日，电网设备板块迎来强势行情，板块热度显著攀升。多重利好为板块提供支撑，全国电网市场交易 保持增长态势，绿电交易增速尤为突出，国家电网固定资产投资稳 ...

2、超5成相关企业归属于科学研究和技术服务业 企查查数据显示，从国标行业上看，超5成储能相关企业归属于科学研究和技术服务业，占比达 52.69%。其次为归属于电力、热力、燃气及水生产和供应业的相关企业，占比达11.52%。 3、今年已注册8.49万家相关企业 企查查数据显示，注册量方面，近十年储能相关企业年注册量整体呈上升趋势，2022年注册量达4.39万 家，同比增长218.67%，达近十年注册量增速峰值，2024年注册量达9.1万家。截至目前，今年已注册 8.49万家，其中前10月注册量达8.43万家，同比增长16.53%。 （原标题：我国新型储能装机超1亿千瓦，企查查：今年已注册相关企业超8万） 据央视新闻，从国家能源局了解到，截至9月底，我国新型储能装机规模超过1亿千瓦，与"十三五"末相 比增长超30倍，装机规模占全球总装机比例超过40%，已跃居世界第一。分区域来看，华北地区已投运 新型储能装机3118万千瓦，占全国30.4%；西北地区装机2672万千瓦，占全国26.1%；华东地区装机 1655万千瓦，占全国16.1%。 企查查数据显示，截至11月5日，国内储能相关企业现存量达32.08万家，主要分布 ...

Group 1 - The battery ETF (561910) has seen a rise of 1.14% as of November 6, with significant gains from constituent stocks such as Keda, Funeng Technology, and others [1] - The ETF has attracted over 60 million in net inflows over the past two days, indicating strong investor interest [1] - China's new energy storage capacity is projected to exceed 100 million kilowatts by September 2025, reflecting rapid growth and technological advancements in the sector [1] Group 2 - The European large-scale energy storage market is experiencing accelerated growth, with project returns increasing to 10%-15% due to frequent negative electricity prices [2] - By 2030, Europe is expected to add 165 GWh of new storage capacity, with a compound annual growth rate of 40% from 2024 to 2030, representing a market opportunity of 170 billion [2] - The U.S. energy storage capacity is forecasted to reach 76 GWh by 2026, with a year-on-year increase of nearly 44%, driven by data center contributions [2] Group 3 - Companies like Sungrow and Keda are actively expanding their presence in the AI Data Center (AIDC) industry chain [3] - The battery ETF (561910) tracks the CSI Battery Index, covering the entire industry chain from materials to equipment recycling, with top constituents including Ningde Times and Yiwei Lithium Energy [4] Group 4 - Keda has announced that the rapid development of AI technology has increased the demand for computing power, leading to growth in its data center segment [5] - Sungrow has established a dedicated AIDC division to enhance its strategic positioning, aiming to transition from a "device supplier" to an "energy system service provider" [5]

Group 1 - The eighth Hongqiao International Economic Forum focused on "Promoting High-Quality Development of New Energy Storage for Global Energy Transition" [1] - This year marks the tenth anniversary of the Paris Agreement, highlighting a critical phase in global climate governance, with China committed to green and low-carbon transformation [4] - New energy storage is recognized as a key technology for supporting the construction of a new energy system and new power system, characterized by flexibility, rapid response, and short construction cycles [6] Group 2 - As of September 2023, China's new energy storage installed capacity has surpassed 100 million kilowatts, becoming an essential part of the new power system [6] - The National Energy Administration reported that by September 2025, China's renewable energy installed capacity is expected to exceed 1.7 billion kilowatts, contributing significantly to green and low-carbon energy transition [6] - Nicaragua's government expressed its intention to deepen partnerships with Chinese companies in solar, hydropower, and energy storage sectors, leveraging its natural conditions for renewable energy development [7] Group 3 - Chinese energy storage companies are seizing market opportunities, expanding trade scale, and enhancing their position in the global energy storage supply chain [9] - The National Energy Administration emphasizes the importance of innovation and comprehensive policies to create a favorable environment for the development of new energy storage technologies and industries [9] - Nobel laureate Steven Chu highlighted the necessity of diverse technologies for deep decarbonization, praising China's leadership in cost control for large wind turbines, battery storage, and nuclear reactors [10]

早盘速递 2025/11/6 热点资讯 1.中方公布落实中美吉隆坡经贸磋商共识具体举措。其中包括：停止实施3月4日公布的对原产于美国的部分进口商品加征关 税；继续暂停24%对等关税一年，保留10%加征税率；对15家美国实体停止出口管制措施，对另外16家实体继续暂停一年；对11 家美国企业停止实施不可靠实体清单措施，对另外11家企业继续暂停一年；停止实施对原产于美国的进口相关截止波长位移单 模光纤的反规避措施。 2.美国最高法院周三就特朗普大规模征收对等关税的合法性展开口头辩论。除了最高法院的自由派大法官之外，多名保守派大 法官亦对特朗普关税的合法性表示质疑。最高法院首席大法官罗伯茨(John Roberts)表示，特朗普关税是对美国人征税，这始 终属于国会的核心权力。最高法院保守派大法官占多数，比例为6:3。最高法院可能会在12月宣布判决结果。 3.据国家能源局最新数据，截至9月底，我国新型储能装机规模超过1亿千瓦，与"十三五"末相比增长超30倍，装机规模占全 球总装机比例超过40%，已跃居世界第一。 主要大宗商品走势 注:数据来源于Wind，钢联数据，资讯来自于金十期货、Wind资讯等，冠通研究整理 免责声 ...

Group 1 - The electric equipment sector is currently experiencing significant investor interest, with electric grid equipment ETFs rising over 80% from their lows this year, indicating a bullish trend in the market [1] - The surge in electric equipment is driven by both domestic and international catalysts, particularly the demand for energy storage driven by data centers and the electricity shortages caused by the rapid development of AI in the United States [1][2] - The U.S. electric demand surge is expected to trigger a large-scale renewal of grid equipment, aligning with the recent "14th Five-Year Plan" which emphasizes the construction of a new energy system and the development of new energy storage [2] Group 2 - Haibo Shichuang, a leading independent energy storage provider, is poised to benefit from the high growth in the new energy storage industry, with its stock price increasing by 340% year-to-date, reflecting the recovery in the energy storage sector [2] - The high growth in the energy storage industry will drive demand for distribution equipment, with Beijing Keri, a well-established company in the distribution and control equipment sector, expected to see significant growth in performance and valuation due to its strategic partnership with Haibo Shichuang [2] - Beijing Keri is highlighted as an attractive investment opportunity as its stock price has not yet fully reflected its potential, especially in light of its deep collaboration with Haibo Shichuang [4]

Market Overview - On November 5, A-shares saw a slight increase with the Shanghai Composite Index rising by 0.23%, the Shenzhen Component Index by 0.37%, and the ChiNext Index by 1.03%, with the ChiNext Index showing the most significant gain [1] - Over 3,380 stocks in the market experienced an increase, indicating high market activity [1] - The total trading volume in the Shanghai and Shenzhen markets was 1,872.3 billion RMB, slightly down from the previous trading day [1] Index Performance - The following indices showed daily and year-to-date performance: - ChiNext 50: +1.21% (YTD: +55.83%) - ChiNext Index: +1.03% (YTD: +47.84%) - CSI 1000: +0.39% (YTD: +25.30%) - Shenzhen Component Index: +0.37% (YTD: +26.97%) - Shanghai Composite Index: +0.23% (YTD: +18.42%) [2] Sector Performance - The leading sectors in terms of daily gains included: - Electrical Equipment: +3.40% - Coal: +1.39% - Retail: +1.22% - The sectors with the largest declines were: - Computer: -0.97% - Non-bank Financials: -0.49% - Telecommunications: -0.43% [5] Fund Flow - In terms of fund flow, the following ETFs saw significant net inflows: - Hong Kong Technology: +3.624 billion RMB - CSI A500: +1.878 billion RMB - Securities: +1.379 billion RMB - Conversely, the following sectors experienced net outflows: - CSI 300: -0.795 billion RMB - Food and Beverage: -0.283 billion RMB - Computer: -0.190 billion RMB [6][7] Macro Insights - The Central Financial Office emphasized the importance of enhancing the central bank system as part of the "14th Five-Year Plan" to promote the healthy and stable development of the capital market [8] - The focus is on comprehensive regulatory measures across all financial activities to strengthen oversight [8] Industry Developments - As of the end of September, China's new energy storage installations exceeded 100 million kilowatts, marking a growth of over 30 times compared to the end of the 13th Five-Year Plan, with a global market share exceeding 40% [9] - In the robotics sector, XPeng Motors aims to achieve mass production of humanoid robots by the end of 2026, collaborating with Baosteel for industrial applications [10] - In the semiconductor industry, Tesla's CEO announced plans for AI chip samples to be released in 2026, with mass production expected in 2027 [11]

【环球网财经综合报道】国家能源局最新公布数据显示，截至9月底，我国新型储能装机规模超过1亿千瓦，与"十三 五"末相比增长超30倍，装机规模占全球总装机比例超过40%，已跃居世界第一。 《南华早报》近日发文称，中国储能企业正在全球市场扩张，以争夺领导者地位。上半年中国企业海外订单增长 220%，近六成订单来自中东、澳大利亚和欧洲。 报道还提到，全球能源、可再生能源和自然资源领域的数据和分析供应商Wood Mackenzi预测，到2034年，全球电池 能源储存系统的新增投资将达到1.2万亿美元，以支持价值5万亿美元的5900吉瓦风电和太阳能新增装机。 同时，人工智能数据中心成为能源储存的重大增长引擎。每个100兆瓦的设施需要450到800兆瓦时的存储。艾建证券8 月份预测，到2030年，数据中心相关储能需求将以每年超过80%的速度增长。 储能行业的高级猎头Emily Luo在接受采访时表示："很多公司正在海外扩张，从法律、销售到本地运营，都在积极招 聘。" ...

Group 1: New Listings - Two autonomous driving companies, Pony.ai and WeRide, are set to list on the Hong Kong stock market on November 6, marking them as the second and third Chinese concept stocks to achieve dual listings in Hong Kong and the U.S. this year after Hesai's return on September 16 [1] Group 2: Guizhou Moutai Announcements - Guizhou Moutai announced a share buyback plan with a total fund of no less than 15 billion yuan and up to 30 billion yuan, with a maximum buyback price of 1887.63 yuan per share [2] - The company also plans to distribute a cash dividend of 23.957 yuan per share, totaling approximately 300.01 billion yuan, subject to shareholder approval [2] Group 3: Macro News - The Central Financial Office emphasized the need to accelerate the construction of a financial power to support high-quality development, focusing on strategic tasks and financial support for key areas [4] Group 4: Tariff Adjustments - The State Council Tariff Commission announced a suspension of the 24% additional tariff on U.S. imports for one year while retaining a 10% tariff [5] Group 5: AI and Industry Integration - The Ministry of Industry and Information Technology is promoting the deep integration of artificial intelligence with industry, focusing on key areas such as AI+ manufacturing and technological innovation [6] Group 6: Gold Industry Development - Anhui Province is seeking to implement a high-quality development plan for the gold industry, aiming for a 5% increase in gold resources and production capacity by 2027 [6] Group 7: New Energy Storage - As of September, China's new energy storage capacity exceeded 100 million kilowatts, marking a more than 30-fold increase since the end of the 13th Five-Year Plan and accounting for over 40% of the global total [10] Group 8: Company Updates - Xintian Technology's stock price surged by 28.95% over two days, with the company stating no significant changes in its operations or external environment [13] - Muyuan Foods reported a revenue of 10.3 billion yuan from the sale of 707.6 million pigs in October, reflecting a 22.28% year-on-year decline [17] - Hengyuan Coal Power plans to acquire 100% equity of two companies for approximately 4.4 billion yuan and assume 11.37 billion yuan in debt [19] - Bertley announced a joint investment of 100 million yuan with Jinrun Electric to establish Bertley Drive, focusing on key components for humanoid robots [23] - Jiayuan Technology signed a cooperation framework agreement with CATL to expand their business relationship in the supply and production of copper foil products [24]