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海博思创成立储能产业基金 国际市场业务多点开花
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]
开发储能新场景 向综合能源服务商转型——专访海博思创张剑辉
Xin Hua Cai Jing· 2025-07-02 13:05
今年2月,国家发展改革委、国家能源局联合发布《关于深化新能源上网电价市场化改革,促进新能源高质量发展的通知》(发改价格〔2025〕136号)(下 文简称"136号文")。该文件明确提出:"不得将配置储能作为新建新能源项目核准、并网、上网等的前置条件。" 近日,海博思创创始人、董事长、首席执行官张剑辉在接受记者专访时表示,"136号文"实施半年以来,我国储能行业正经历从"政策哺育"向"市场求生"的 关键转型。这场由政策退坡引发的产业变革,正在重塑储能行业的价值评估体系与竞争逻辑。与此同时,随着低价竞争导致部分企业出清、同质化产品面临 收益率下滑,行业开始探索共享储能、容量机制等市场化盈利方式,光储融合、工商业场景定制等新模式加速涌现。 "储能+X"跨界:打破同质化困局 新华财经:当前储能行业面临低价竞争和同质化问题, "136号文"取消强制配储后,海博思创有哪些新的布局?怎么看待共享储能等创新模式? 张剑辉:"136号文"的发布,标志着储能行业迎来一个新的发展阶段,推动储能行业从 "政策驱动" 转向 "市场驱动"。企业需要通过场景化价值挖掘与收益模 式创新重构发展路径。 海博思创充分挖掘市场需求,提出了"储能+ ...
超1.4GWh!海博思创连签两大重要订单
行家说储能· 2025-07-01 10:55
行家说储能 近日,海博思创连签两单,订单规模超1.4GWh,订单分别位于亚太和欧洲市场,标志其全球化布局加速。 ▋ 5000套充储一体机!拓展亚太储充市场 6月30日,海博思创与新加坡能源基础设施开发商Alpina签署《框架合作谅解备忘录》,海博思创将在2025至2027年期间向该公司提供5000套充储一体 机,携手开拓新加坡及亚太地区的电动汽车充电市场储能应用。 据了解, 作为全新升级的全液冷充储一体机,该产品内置半固态电池,搭载AI智能预警功能,可进行全方位立体式消防,实现探、防、泄、消多重防护,实 现充电桩的本质安全。同等变压器容量下,充电桩可超配2-5倍,利用储能提供功率支撑,场站充电能力提高40%-80%,并延缓变压器的增容需求。 | 日期 | 合作单位 | 内容 | | --- | --- | --- | | 6月29日 | 新加坡能源基础设施开发商Alpina | 将在2025至2027年期间 | | | | 向该公司提供5000套充储一体机 | | 6月23日 | 欧洲大型储能项目开发商 Repono AB | 2027年共同推进 | | | | 欧洲1.4GWh电网规模的储能项目 | | 6 ...
587Ah vs 684Ah电芯决战SNEC!储能行业价值重构的生死考题
鑫椤储能· 2025-06-23 06:37
| -广告 | | --- | 关注公众号,点击公众号主页右上角" ··· ",设置星标 "⭐" ,关注 鑫椤储能 资讯~ 作为全球新能源行业最大的展会, SNEC 近几年一直是行业发展的风向标,也是最直观能感受到行业景 气度的业内人士聚会。 今年逛展的几大感受就是: 人流不如前两年、企业展台规模缩减、行业新品屈指可数、产品趋势愈发清 晰。 从展台热度上看,本次展会聚集人数最多的是阳光电源。阳光电源在本次展会展出了 6 月 5 日新发布的 PowerTitan3.0 Plus 版( 12.5MWh )真机 ,吸引了众多国内外观众。 尽管展会不如预期火爆,还是能通过各家展品得出几个观点想和大家分享一下。 储能电芯:非头部厂商该怎么办? 目前大家讨论最多的几款电芯是: 314Ah 、 392Ah 、 587Ah 、 684Ah 。 几款电芯严格意义上不存在完全替代的关系,对于系统厂商在不同规格的集装箱来说也会不会一概而就的 进行选择。 3 14Ah 电芯主要用于 5MWh , 392Ah 电芯用于 6.25/6.26MWh , 587Ah 电芯用于 6.25MWh , 684Ah 电芯用于 6.9MWh 。 当然 ...
2025SNEC展会总结:587Ah vs 684Ah电芯决战SNEC!储能行业价值重构的生死考题
鑫椤锂电· 2025-06-20 08:22
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 作为全球新能源行业最大的展会, SNEC 近几年一直是行业发展的风向标,也是最直观能感受到行业景 气度的业内人士聚会。 今年逛展的几大感受就是: 人流不如前两年、企业展台规模缩减、行业新品屈指可数、产品趋势愈发清 晰。 从展台热度上看,本次展会聚集人数最多的是阳光电源。阳光电源在本次展会展出了 6 月 5 日新发布的 PowerTitan3.0 Plus 版( 12.5MWh )真机 ,吸引了众多国内外观众。 宁德 587Ah 电芯: 通过磷酸铁锂材料体系的革命性突破,使电芯能量密度提升至 434Wh/L ,较上一 代产品提高了 10% ,系统能量密度更是实现了 25% 的跃升。 瑞浦 392Ah 电芯: 性能上实现了 415Wh/L 能量密度、 12000 次循环寿命、大于 95% 的能量效 率。 尽管展会不如预期火爆,还是能通过各家展品得出几个观点想和大家分享一下。 储能电芯:非头部厂商该怎么办? 目前大家讨论最多的几款电芯是: 314Ah 、 392Ah 、 587Ah 、 684A ...
“储能+X”战略深化 海博思创构建产业生态 全面深化务实合作
海博思创· 2025-06-11 13:55
海博思创与华为数字能源技术有限公司(简称"华为数字能源")举行了深化合作签约仪式,结合 海博思创在储能系统解决方案的突出能力,和华为数字能源在ICT、电力电子技术领域的优势, 双方将共同探索光储融合解决方案,围绕智慧储能、数字新能源等领域开展全方位合作。通过数 字信息技术、电力电子技术与能源电力业务深度融合,促进能源电力产业实现智慧升级。 "136 号文"的正式实施,为新能源行业赋予了全新的注解,推动储能行业从价格竞争向价值 创造演化。 6月10日-13日,SNEC 2025在上海召开。在这场全球能源领域的盛会上,海博思创展出 了"储能+X"全场景解决方案,充分展示了构网型技术、光储融合、源网荷储一体化等储能 技术解决方案,以及面向充电、油田、矿山、数据中心、台区、通讯基站、一般工商业、 高耗能工厂等各类细分应用场景的储能全套解决方案,冲破行业间的边界,将储能与多维 度场景深度结合,实现1+1>2的协调效应,乃至1+n的联动效应,充分发挥储能的价值,为 储能的发展与应用开辟了新的方向。 步入价值创变的新时代,海博思创凭借前瞻性的战略眼光,提出"储能+X"战略,积极布局全场景 解决方案,得到了各行业合作伙伴的积 ...
海博思创:营收净利双增 契合国家双碳发展要求 打造核心竞争力
Quan Jing Wang· 2025-05-09 05:18
Core Viewpoint - Haibo Shichuang's first annual report post-IPO shows strong financial performance, indicating a promising future for the energy storage sector driven by renewable energy growth and supportive policies [1][2]. Financial Performance - In 2024, Haibo Shichuang achieved revenue of 8.27 billion yuan, a year-on-year increase of 18.44%, and a net profit of 648 million yuan, up 12.06%, with basic earnings per share at 4.86 yuan [1]. - The Q1 2025 report indicates revenue of 1.548 billion yuan, reflecting a 14.86% year-on-year growth [1]. Industry Growth and Trends - The National Energy Administration reported that in 2024, new renewable energy installations reached 373 million kilowatts, a 23% increase, accounting for 86% of new power installations [1]. - By the end of 2024, total renewable energy capacity in China reached 1.889 billion kilowatts, a 25% increase, with wind and solar power accounting for 1.408 billion kilowatts [1]. Storage Technology and Market Demand - The rise of renewable energy has increased the demand for energy storage solutions to address the intermittency and volatility of sources like wind and solar [1][4]. - Haibo Shichuang's storage systems are designed to mitigate issues such as "curtailment" of wind and solar power, enhancing the reliability and stability of the power system [4]. Strategic Initiatives - The company has launched a "Storage + X" strategy to explore new business models and applications across various sectors, including charging, oil fields, and data centers [4]. - Haibo Shichuang is expanding its manufacturing capabilities with new bases in regions like Gansu, aiming to support the growing demand for energy storage solutions [7]. Competitive Position - As of the end of 2024, Haibo Shichuang ranked first in the domestic energy storage system installation capacity, with a cumulative installed capacity of 73.76 million kilowatts [6][7]. - The company has established a comprehensive technology system from cell modeling to system integration, focusing on continuous innovation and R&D investment [7]. Future Outlook - The energy storage industry is expected to see significant growth opportunities, with a target of 30 million kilowatts of new storage capacity by 2025 as outlined in national policies [6]. - Haibo Shichuang aims to enhance its value management and collaborative innovation across the energy storage industry, contributing to a cleaner and more efficient energy system [8].
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
近日,海博思创发布了其2024年年度报告,公司实现营业收入 826,970.43 万元,较上年同期增长 18.44%;实现归属于母公司所有者的净利润 64,783.81 万元,较上年同期增长 12.06%;实现归属于母公 司所有者的扣除非经常性损益的净利润 62,808.09 万元,较上年同期增长 11.87%。公司总资产 1,097,150.47 万元,较年初增长 18.83%;归属于上市公司股东的净资产 314,120.20 万元,较年初增长 31.72%。 深耕储能领域 铸就行业标杆 资料显示,海博思创成立于2011年,是行业领先的储能系统解决方案与技术服务供应商,专注于储能系 统的研发、生产、销售和服务,为传统发电、新能源发电、智能电网、终端电力用户及智能微网等"源 -网-荷"全链条行业客户提供全系列储能系统产品,及储能系统一站式整体解决方案。 此外,海博思创还是国家级高新技术企业、国家专精特新"小巨人"企业、国家企业技术中心、北京 市"独角兽"企业、北京市企业技术中心、北京市隐形冠军企业、北京市民营企业百强。 海博思创作为储能细分领域的佼佼者,报告期内,紧抓国内储能市场快速发展的历史机遇,依托多年积 ...