本报讯(记者向炎涛)近日，北京海博思创科技股份有限公司(以下简称"海博思创")携手苏州汇川技术 （300124）有限公司在贵州某煤矿公司打造2.5MW/3.343MWh煤矿应急电源储能项目，顺利通过调试验 收并正式投运，成为煤矿储能应用的标杆案例。 据介绍，该地区煤矿地质条件复杂，断层发育密集，瓦斯含量高、赋存条件繁复，一旦发生外部电网故 障或突发停电，井下通风、排水、通信、监测等关键系统将受到直接影响，尤其在高瓦斯矿井环境下， 停电所带来的风险和危害将被进一步放大。在这样的环境中，任何"应急"，都必须足够可靠。 项目采用海博思创先进的液冷储能系统，该产品具备节省投资、灵活适配、高度集成、安全高效的特 点。针对煤矿高温、高湿、高粉尘的严苛环境进行了定制产品设计，确保设备在复杂工况下稳定运行。 项目采用依据煤矿安全标准定制的产品设计与EMS控制策略，可在电网失压时快速切换应急模式，为 煤矿的调度室、主通风机、瓦斯抽放泵等关键负荷持续供电，有效规避断电引发的安全风险。 此次海博思创参与的煤矿储能项目，在保障安全供电稳定的基础上，后续还可以助力客户依托峰谷电价 机制，通过市场化运营创造显著经济效益，助力项目实现价值 ...

在中国的广袤大地深处，分布着数千座煤矿。每天，上百万矿工走入没有阳光的井下，日复一日持 续工作。他们下矿时，带着百万家庭的牵挂，他们平安升井，延续着城市运转所需要的能量与温 度。而在这看似习以为常的画面背后，始终存在一个必须直面的课题——供电安全。 复杂环境，更高要求 在这样的行业现实下，贵州地区的煤矿更是把这一挑战放大到极致—— 地质条件复杂，断层发育密 集，瓦斯含量高、赋存条件繁复，一旦发生外部电网故障或突发停电，井下通风、排水、通信、监测等 关键系统将受到直接影响，尤其在高瓦斯矿井环境下，停电所带来的风险和危害将被进一步放大。 在 这样的环境中，任何"应急"，都必须足够可靠。 针对贵州矿山复杂、多变的负载工况，海博思创携手苏州汇川技术有限公司在贵州某煤矿公司打造 2.5MW/3.343MWh煤矿应急电源储能项目 ，顺利通过调试验收并正式投运 ，成为煤矿储能应用的标杆 案例。 旗舰产品，经得起考验 项目采用海博思创先进的液冷储能系统， 该产品具备节省投资、灵活适配、高度集成、安全高效的特 点。 针对煤矿高温、高湿、高粉尘的严苛环境进行了定制产品设计，确保设备在复杂工况下稳定运 行。 未来，海博思创将持续深 ...

Core Insights - The collaboration between Haibo Sichuang and Zhuhai Technology Industry Group, along with Gaojing Solar, has led to the establishment of a 28.5MW/100MWh energy storage project in Zhuhai, which utilizes innovative models like "peak shaving and valley filling" and "photovoltaic consumption" [1][2] - The project employs advanced liquid cooling energy storage systems to reduce electricity costs for Gaojing Solar, featuring high charging and discharging efficiency, long battery life, and customized designs for harsh environmental conditions [1] - Haibo Sichuang's AI cloud-based intelligent operation and maintenance platform enables health monitoring and early fault warning for the entire system, enhancing operational efficiency [1] Industry Trends - The energy usage logic in high-energy-consuming industries is undergoing fundamental changes, with peak-shifting electricity usage evolving from a flexible choice to a rigid necessity [2] - The company plans to deepen its customized "energy storage + X" strategy to optimize energy utilization efficiency and operational costs for enterprises [2]

Core Insights - Company achieved a revenue of 4.522 billion yuan, a year-on-year increase of 22.66%, and a net profit of 316 million yuan, up 12.05% [1] - Total assets reached 12.059 billion yuan, growing by 9.91% since the beginning of the year, while net assets attributable to shareholders increased by 29.95% to 4.082 billion yuan [1] - The company is focusing on the energy storage market, exploring profitable models for independent energy storage stations, and promoting new business models such as solar-storage integration and customized commercial scenarios [1] Financial Performance - Revenue for the first half of 2025 was 4.522 billion yuan, reflecting a 22.66% increase year-on-year [1] - Net profit attributable to shareholders was 316 million yuan, marking a 12.05% growth [1] - Total assets amounted to 12.059 billion yuan, with a 9.91% increase from the start of the year [1] - Net assets attributable to shareholders reached 4.082 billion yuan, up 29.95% since the beginning of the year [1] Market Strategy - The company is advancing its "Energy Storage + X" strategy, exploring various commercially viable applications such as independent energy storage stations and solar-storage integration [2] - It is optimizing technology based on different application scenarios and providing systematic technical support across the entire industry chain [2] - The company has established a global sales and service network in Europe, North America, and Asia-Pacific, enhancing its market presence [2] Strategic Partnerships - The company has formed long-term partnerships with several international firms, including a strategic collaboration with Repono for a 1.4 GWh grid-level energy storage project in Europe [3] - It is also working with Alpina to provide 5,000 charging-storage integrated machines in Singapore and the Asia-Pacific region from 2025 to 2027 [3] Technological Advancements - The company is leveraging its vast data and technological advantages to create an AI big data platform, enhancing the safety and operational capabilities of energy storage systems [3] - It is promoting the application of AI, big data, and digital twin technologies throughout the entire lifecycle of energy storage systems [3] Industry Collaboration - The company is achieving breakthroughs in various key scenarios, including integrated energy storage solutions for mining, oil fields, and charging stations [4] - Strategic partnerships have been established with companies like Huawei Digital Energy and CATL to foster collaboration in zero-carbon energy and smart manufacturing [4]

Core Viewpoint - The company reported a significant increase in revenue and net profit for the first half of 2025, indicating strong growth in the energy storage sector, particularly in the domestic market [2][3][5]. Financial Performance - The company achieved operating revenue of 4.52 billion yuan, a year-on-year increase of 22.66% [3][5]. - The net profit attributable to shareholders was 316 million yuan, up 12.05% from the previous year [3][5]. - The net profit after deducting non-recurring gains and losses was 260 million yuan, reflecting a decrease of 8.38% [3][5]. - Total assets reached 12.06 billion yuan, growing by 9.91% since the beginning of the year [3][5]. - The net assets attributable to shareholders increased to 4.08 billion yuan, a rise of 29.95% [3][5]. Revenue Breakdown - Revenue from energy storage systems was 4.51 billion yuan, making up the majority of total revenue [5]. - Domestic sales accounted for 4.22 billion yuan, while international sales were 298 million yuan [5]. Market Strategy - The company is actively exploring various energy storage application scenarios, focusing on market-oriented reforms and enhancing the economic viability of energy storage assets [6]. - It has established deep collaborations with major domestic power generation groups and is expanding its presence in international markets through successful projects in Sweden and Germany [7][8]. Technological Integration - The company is leveraging AI and big data to enhance the lifecycle management of energy storage systems, improving operational safety and asset value [9]. - Strategic partnerships with leading companies in the industry aim to foster innovation in zero-carbon energy, smart manufacturing, and resource integration [10]. Industry Context - The energy storage sector is experiencing rapid growth, with other companies in the industry also reporting significant increases in revenue, indicating a robust market environment [12].

Core Viewpoint - The implementation of the "Document No. 136" marks a significant shift in China's energy storage industry from policy-driven growth to market-driven dynamics, prompting companies to innovate in their business models and explore new revenue streams [1][2]. Industry Transformation - The energy storage industry is transitioning from a phase of "policy nurturing" to "market survival," reshaping the value assessment and competitive logic within the sector [1]. - The cancellation of mandatory energy storage requirements for new renewable projects has led to increased competition and a search for market-based profit models, such as shared storage and capacity mechanisms [2]. Strategic Initiatives - The company has adopted a "Storage + X" strategy, focusing on customized solutions across various sectors, including solar storage integration, oil and gas, coal, data centers, and charging stations, to enhance the value and economic viability of energy storage systems [2]. - Independent shared storage is seen as a key solution for addressing renewable energy consumption issues, with government policies supporting its development [2]. Capacity and Production - The company has established four intelligent manufacturing bases with a total annual production capacity of approximately 40 GWh and is considering further capacity expansion based on market dynamics [7]. - The company emphasizes collaboration with supply chain partners to optimize costs and enhance competitiveness, while also maintaining a focus on self-research and production in key areas [7]. Business Model Evolution - The company is shifting from selling equipment to providing comprehensive lifecycle services, focusing on delivering high-value solutions that ensure the performance of energy storage systems over their lifespan [9]. - The emphasis is on value rather than price, with a commitment to high-quality revenue generation amidst increasing market competition [8]. Technological Development - The company is advancing its research in semi-solid and solid-state batteries, with successful demonstration applications already in place, indicating a strong focus on safety and performance [12]. - The company favors lithium battery technology due to its established market presence and robust supply chain, while recognizing the potential of sodium batteries in the future [13]. Global Expansion - The company is actively expanding its international presence while addressing geopolitical risks through local partnerships and understanding regional market dynamics [14]. - Plans are in place to achieve a balance between domestic and international revenue, with expectations that Europe will contribute significantly to overseas performance by 2025 [14]. AI and Digital Transformation - The company is transitioning towards becoming a lifecycle value service provider, leveraging AI technologies to enhance operational efficiency and explore new revenue streams through potential SaaS offerings [15]. - The integration of AI with core data assets aims to create innovative business models that empower various applications within the energy storage sector [15].

Group 1 - The strategic partnership between Haibosichuang and Guangzhou Yuexiu Industrial Investment Fund aims to create a benchmark-level energy storage industry fund, providing full lifecycle capital support for quality energy storage projects and unlocking the value of green energy assets [1] - Haibosichuang plans to leverage its core advantages in the industry and finance sectors alongside Yuexiu Industrial Fund to establish a fund matrix that includes development-type, holding-type, and innovative asset securitization funds, paving a new path for financial innovation in the energy storage sector [1] - The company has signed a memorandum of understanding with Singapore-based Alpina to supply 5,000 integrated charging and storage machines from 2025 to 2027, targeting the rapidly growing electric vehicle charging market in Singapore and the Asia-Pacific region [1][2] Group 2 - The collaboration marks Haibosichuang's official entry into the Singapore market, using it as a strategic base to expand its energy storage business in the Asia-Pacific region [2] - The integrated charging and storage machine developed by Haibosichuang will be applied in Singapore, showcasing its flexibility and advanced technology in various scenarios, thus providing an innovative model for industry development [2] - Haibosichuang has also formed a strategic partnership with European energy storage developer Repono to jointly advance a grid-scale energy storage project with a total capacity of 1.4 GWh by 2027, contributing to Europe's energy transition [2] Group 3 - Haibosichuang has been actively expanding its international market presence, increasing its influence in the global energy storage sector, and participating in multiple grid-side and commercial energy storage projects [3] - The company's grid-side energy storage projects have positively impacted local grid stability and reliability, while its commercial energy storage solutions help businesses reduce electricity costs and improve energy efficiency [3] - The company employs a dual-driven model of "technology output + localized operation," establishing a comprehensive sales and service network in Europe, North America, and the Asia-Pacific region to meet diverse regional needs [3]

Core Viewpoint - The implementation of the "Document No. 136" marks a significant shift in China's energy storage industry from policy-driven growth to market-driven dynamics, prompting companies to innovate and explore new business models to adapt to the changing landscape [1][2]. Industry Transformation - The energy storage industry is transitioning from "policy nurturing" to "market survival," reshaping its value assessment and competitive logic due to the decline of supportive policies [1]. - The document prohibits making energy storage configuration a prerequisite for new energy projects, which is expected to stimulate market-driven growth [1]. New Business Models - Companies are exploring market-oriented profit models such as shared energy storage and capacity mechanisms, with new modes like solar-storage integration and customized commercial scenarios emerging [2]. - The "Energy Storage + X" strategy proposed by the company aims to break down industry barriers and enhance the economic value of energy storage systems by providing tailored solutions across various sectors [2]. Capacity Market Mechanism - Currently, there is a lack of a clear capacity market mechanism for new energy storage, but pilot explorations are underway in some provinces, with expectations for gradual establishment over the next three years [3]. Financial Performance - The company reported a 711% year-on-year increase in cash flow in its 2024 financial report, indicating strong financial health and potential for capacity expansion [5]. - The company has established four intelligent manufacturing bases with a total annual production capacity of approximately 40 GWh, with additional bases under construction [5]. Strategic Shift - The company is transitioning from being a traditional equipment provider to a comprehensive energy service provider, focusing on delivering high-value solutions rather than just energy storage systems [6][7]. - The company emphasizes the importance of value over price in the new market environment, aiming to provide customized designs and full lifecycle services to enhance product and service value [7]. Technological Development - The company has successfully developed and demonstrated a semi-solid battery storage system, with plans for large-scale applications in projects like the Zhejiang Longquan lithium iron phosphate storage demonstration project [9]. - The company favors lithium battery technology over sodium battery technology due to its established market presence and superior industrial ecosystem [9]. Global Expansion - The company is actively expanding its presence in international markets while addressing geopolitical risks through local partnerships and understanding regional regulations [10]. - Plans are in place to achieve a balance between domestic and international revenue within the next three to five years, with a significant portion of overseas revenue expected to come from Europe [11]. AI and Digital Transformation - The company is transitioning towards becoming a lifecycle value service provider, leveraging AI technologies to enhance operational efficiency and create new profit growth points [14]. - There are intentions to open the AI cloud platform to the industry, providing standardized data governance and intelligent analysis capabilities to contribute to the smart transformation of the energy storage sector [14].

Core Viewpoint - The article highlights the strategic expansion of Haibo Sichuang in the energy storage market, particularly in the Asia-Pacific and European regions, through significant partnerships and innovative product offerings [1][5][6]. Group 1: Strategic Partnerships - On June 30, Haibo Sichuang signed a memorandum of understanding with Singapore's Alpina to supply 5,000 integrated charging and storage units from 2025 to 2027, targeting the electric vehicle charging market in Singapore and the Asia-Pacific region [2][5]. - On June 23, Haibo Sichuang entered a strategic partnership with European developer Repono to jointly advance a 1.4GWh grid-scale energy storage project by 2027, showcasing collaboration in the European energy storage sector [6][7]. Group 2: Product Innovation - The newly upgraded all-liquid-cooled integrated charging and storage unit features a semi-solid battery and AI smart warning capabilities, enhancing safety and operational efficiency by increasing charging station capacity by 40%-80% while delaying transformer upgrades [4][5]. Group 3: Market Expansion Goals - Haibo Sichuang aims to achieve a balance between domestic and overseas business scales within 3-5 years, focusing on Europe, North America, the Middle East, and the Asia-Pacific markets, with a dual strategy of "technology output + localized operations" [9]. - The company anticipates delivering 30GWh of products in 2023, with 25GWh for domestic markets and 3-5GWh for overseas markets, representing a tenfold increase compared to the previous year [11]. Group 4: Market Insights - The European energy storage market is expected to see long-term growth despite a slowdown in project grid connection speeds, with Germany and Eastern Europe projected to experience significant activity next year [12]. - The U.S. market faces challenges due to tariffs and geopolitical factors, necessitating localized supply chain strategies [12].

Core Viewpoint - The SNEC exhibition reflects a cooling trend in the global renewable energy industry, with reduced attendance, smaller exhibition booths, and fewer new products showcased, indicating a shift in market dynamics and product trends [1][3]. Group 1: Battery Cells - The most discussed battery cells include 314Ah, 392Ah, 587Ah, and 684Ah, each serving different container specifications, with 314Ah being the most widely used for 5MWh systems [4]. - The 314Ah cell is entering mass production in May 2024, with prices dropping to around 0.24 yuan/Wh, achieving a balance of cycle life, safety, and cost [4]. - The 587Ah cell has improved energy density to 434Wh/L, a 10% increase over previous generations, while the 392Ah cell achieves 415Wh/L and 12,000 cycles [5][6]. - The 587Ah cell is expected to become the optimal solution for 6.25MWh systems, similar to the 314Ah cell's role for 5MWh systems [6][7]. Group 2: Energy Storage Systems - Despite various large-scale container announcements (7.8MWh to 20MWh), the 6.25MWh container has not yet become mainstream due to production constraints of the 587Ah cell [8]. - The 6.9MWh container, developed by companies like 中车 and 阳光电源, may compete strongly with the 6.25MWh container by lowering system costs and expanding supplier options [8][9]. - The 6.9MWh container faces challenges in project integration and transportation weight limits, which may require innovative solutions for logistics [9]. Group 3: Industry Collaborations - Major system manufacturers are focusing on integrating resources across the supply chain to promote healthy industry development, as seen in partnerships at the SNEC exhibition [10]. - 海博思创 emerged as a key player with over ten strategic agreements, emphasizing its "Energy Storage + X" strategy across various sectors [11][13]. - The collaboration aims to shift the industry focus from price competition to value creation, highlighting the necessity for innovation and strategic partnerships to navigate market pressures [13].