证券代码：000039、299901 证券简称：中集集团、中集 H 代 中国国际海运集装箱（集团）股份有限公司 储能业务是我们重点发展的新兴战略领域之一，近年来业务持续 进阶壮大，已成为公司高质量发展的重要动能之一。今年以来， 受益于储能放量，市场对公司储能箱体及储能系统集成的需求也 有显著增长。公司储能业务立足"制造集成+全链服务"优势，坚 持传统客户深化与新客户拓展并举，出货规模稳步提升，体现出 良好的发展势头和韧劲。当前，中集储能装备已广泛交付至亚洲、 北美、欧洲等全球主要市场，储能装备累计出货量超 60GWh，处 于全球领先地位；同时，中集储能持续拓展多元化应用场景，推 进新技术研发与产品创新，已成功在城市超充、绿色交通、港口 岸电、数据中心、高耗能工业等场景落地示范性项目，产品力与 交付力获市场认可。感谢您的关注！ 投资者关系活动记录表 编号：2025-16 投 资 者 关 系 活 动类别 □特定对象调研 □分析师会议 □媒体采访 √业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 （请文字说明其他活动内容） 参 与 单 位 名 称 及人员姓名 投资者网上提问 时间 2025 年 11 月 ...

南财智讯11月21日电，科陆电子在投资者关系活动中表示，公司与电芯供应商保持良好合作关系，已签 署锁量协议，并在对外报价中增加价格联动条款，以应对电芯材料价格上涨带来的成本压力。同时，公 司正开拓更多供应渠道，保障储能业务的电芯供应。 ...

近日，孚能科技在互动平台表示，公司正在积极拓展储能业务。产品方面，公司依托自主研发的大叠片工艺平台与创新型金属软包结构技术， 成功研制出超大容量的储能电芯，兼具成本优势与模块化灵活度的储能解决方案，解决了方壳电芯鼓包下循环次数低的痛点，同时提升了软包 电芯的日历寿命，将SPS技术的长循环寿命和卓越经济性延伸至源网侧储能、工商业储能及家庭储能等全场景应用领域，形成覆盖传统软包与 金属软包双技术路线的立体化产品矩阵。 此外， 为加速全固态电池研发及产业化进展，孚能科技 拟增加2021年度定增募投项目中"高比能量、高安全性固态电池开发"项目的实施主 体，将项目实施主体由公司变更为公司及全资子公司广州孚能科技有限公司。 公告显示，公司"科技储备资金"项目总规模5亿元，包含四个子项目，其中"高比能量、高安全性固态电池开发"为核心方向之一。此次调整 后，该子项目实施主体由公司单独承担变更为公司与广州孚能科技共同实施。公司表示，此举未改变项目投资总额、业务方向及实施方式，旨 在借助子公司资源加快中试线建设及产业化落地。 （ 来源：第一财经） 往 期 回 顾 2026(第2届)起点锂电圆柱电池技术论坛 暨圆柱电池排行榜发布会 ...

格隆汇11月19日丨福莱特(601865.SH)在互动平台表示，我司专注于光伏玻璃的生产和销售，暂未涉足 储能业务领域。 ...

格隆汇11月19日丨英威腾(002334.SZ)在投资者互动平台表示，公司看好储能业务，今年着力聚焦推进 产品力的打造提升，希望基于有竞争力的产品开展差异化的市场竞争。今年业务规模同比有所收缩，但 公司在调整加强资源投入情况下对未来发展有信心。 ...

格隆汇11月19日丨英威腾(002334.SZ)在投资者互动平台表示，公司看好储能业务，今年着力聚焦推进 产品力的打造提升，希望基于有竞争力的产品开展差异化的市场竞争。今年业务规模同比有所收缩，但 公司在调整加强资源投入情况下对未来发展有信心。 ...

与此同时，黄世霖还是宁德时代的创始团队核心成员之一。2011年底，黄世霖与曾毓群（宁德时代董事长）联合创办宁德时代。2011年底至2022年8月，黄 世霖历任宁德新能源研发总监、总经理、副董事长等职务。在宁德时代期间，黄世霖主导动力电池管理系统（BMS）研发，推动宁德时代成为宝马等国际 车企的电池供应商。 在2022年辞去宁德时代所有职务后，黄世霖转向"光储充检"及储能领域。目前，黄世霖在专注储能设备与系统集成的福建时代星云科技有限公司担任董事长 一职。此外，他还投资多家储能相关企业，如福建集新光储充检技术有限公司、福建集智储能技术有限公司。因此，外界猜测，此次黄世霖减持宁德时代股 份所得资金或将投入到储能业务中。 有动力电池行业人士向经济观察报表示："今年储能市场一下子起来了。有几个原因，一是受美关税政策影响，美国人紧急囤货；二是储能现在整个成本下 来了；另外，国家搞'沙戈荒'新能源基地建设，同时要求独立电站实行市场化运作，这些政策对市场还是有很大的刺激。" 11月17日，宁德时代（300750.SZ）股价低开近4%，盘中一度跌超5%。截至收盘，A股股价报390.78元，下跌3.30%，市值较上周五收盘蒸发 ...

Core Viewpoint - Company is actively expanding its energy storage business, leveraging innovative technologies to enhance product offerings and address industry challenges [2] Product Development - Company has developed ultra-large capacity energy storage cells using proprietary stacking technology and innovative metal soft-pack structure, providing cost-effective and modular energy storage solutions [2] - The new products address the issue of low cycle counts associated with prismatic cells while improving the calendar life of soft-pack cells [2] - The application of SPS technology extends long cycle life and excellent economic performance to various energy storage scenarios, including grid-side storage, commercial and industrial storage, and residential storage [2] - The company has established a comprehensive product matrix that covers both traditional soft-pack and metal soft-pack technologies [2]

Core Viewpoint - Anker Innovations is facing significant challenges due to multiple product recalls and cash flow issues, yet it has unexpectedly initiated an IPO in Hong Kong ahead of market expectations. Group 1: Product Recalls and Financial Impact - In 2025, Anker Innovations experienced four major product recalls, including 712,900 power banks in China and 1,158,000 in the U.S., primarily due to fire hazards linked to a specific batch of lithium battery components [3][5]. - The financial repercussions are severe, with the company estimating potential losses in the hundreds of millions if full refunds are issued, alongside a provision of 130 million yuan for quality assurance and 238 million yuan for inventory depreciation [5]. - Cash flow has deteriorated significantly, with a net cash flow from operating activities of -865 million yuan in the first three quarters of 2025, a decline of 152.38% year-on-year, while inventory surged from 3.234 billion yuan to 6.147 billion yuan, an increase of over 90% [5][9]. Group 2: Market Position and Business Performance - Despite the challenges, Anker's energy storage business has shown promise, achieving a revenue of 3.02 billion yuan in 2024, a year-on-year growth of 184%, and is expected to become profitable in 2025 [9]. - The company heavily relies on overseas markets, with 96.68% of its revenue coming from international sales, indicating a vulnerability to market fluctuations [9]. - Inventory levels remain high at 6.147 billion yuan, raising concerns about the company's ability to manage stock effectively, especially given the negative cash flow situation [9][11]. Group 3: Controversial Financial Decisions - Anker Innovations raised 1.1 billion yuan through convertible bonds in July 2025, intended for energy storage and smart hardware development, yet proceeded to distribute 375 million yuan in dividends shortly after, raising questions about its financial strategy [11][13]. - The company's decision to prioritize shareholder dividends over reinvestment in the business during a period of cash flow strain has drawn criticism from investors [11][13]. - The upcoming IPO in Hong Kong is shrouded in uncertainty, with no clear details on the underwriting banks or fundraising amounts, leading to speculation about the company's valuation and market conditions [13][15].

Core Viewpoint - The company emphasizes its energy storage business as a key strategic area for development, showcasing significant growth and positioning it as a vital driver for high-quality development [1] Group 1: Business Development - The energy storage business has been steadily advancing and is now a crucial component of the company's high-quality development strategy [1] - The company leverages its advantages in "manufacturing integration + full-chain services" to enhance both traditional customer relationships and new customer acquisition [1] - The shipment scale of energy storage equipment has been steadily increasing, reflecting strong development momentum and resilience [1] Group 2: Market Position and Achievements - The company has delivered energy storage equipment to major global markets, including Asia, North America, and Europe, achieving a cumulative shipment volume exceeding 60 GWh, placing it in a leading position globally [1] - The company is actively expanding into diverse application scenarios and advancing new technology research and product innovation [1] - Successful demonstration projects have been implemented in various scenarios such as urban supercharging, green transportation, port shore power, data centers, and high-energy-consuming industries, with market recognition for product and delivery capabilities [1]