来源：喜娜AI 金融市场犹如变幻莫测的海洋，时刻涌动着投资与经济政策的波澜，深刻影响着全球经济的走向。在 此，喜娜AI为您呈上今日财经热点新闻，全方位覆盖股市动态、经济数据、企业财务状况以及政策更 新等关键领域，助您精准洞察金融世界的风云变幻，把握市场脉搏。 八部门印发有色金属行业稳增长方案，板块发展前景向好 华为开源鸿蒙6.0发布，5年投750亿构建生态 9月27日，开源鸿蒙技术大会上开源鸿蒙6.0版本发布，可支持多种终端设备，已汇聚9200多名社区贡献 者，代码超1.3亿行，推出70多个行业发行版。同时，华为常务董事汪涛宣布未来五年每年投150亿用于 生态发展，提供1500P算力支持，动员1.5万人参与。华为还在芯片、操作系统、云服务等方面布局，通 过开源开放吸引开发者，构建全球开发者共同体。详情>> 白银飙至14年新高，投资需警惕波动风险 9月26日，国际白银价格突破46美元/盎司，创14年新高，过去6个月涨幅超30%，年内涨幅达59%，超过 黄金。国内白银期货也表现亮眼。本轮上涨是宏观环境、供需和金银比修复等多因素共振结果。不过， 业内提醒投资者警惕价格波动风险，建议逢低做多，控制仓位。详情>> 国庆 ...

风云变幻的资本市场中，正全力冲击港股 IPO 的海辰储能近日遭遇招股书失效状况，引发市场各方关 注与猜测。 招股书失效，对于任何一家怀揣上市梦想的企业而言，无疑都是一个不小的挫折。据了解，招股书失效 属于港交所的流程机制，受目前赴港上市公司数量大幅增加影响，招股书失效已成常态化现象。 然而，将目光聚焦于海辰储能近年来在储能行业的整体表现，就会发现这一波折并未掩盖其在行业内的 重要地位。 海辰储能全称厦门海辰储能科技股份有限公司，自成立以来，这家公司便凭借自身在储能领域的独特布 局与快速发展，吸引了资本市场的广泛关注，成为储能行业的强劲新势力。 尽管港股 IPO 招股书失效这一状况引发了市场的一些猜测，但综合公司各方面表现来看，其未来上市 之路仍有想象空间。 上半年满产，产能利用率持续攀升 海辰储能成立于2019年，公司产品组合丰富，主要包括储能电池及系统，应用场景广泛，覆盖源网侧、 数据中心、工商业及居民家庭等各类储能需求。根据权威咨询机构灼识咨询的资料，在全球锂离子储能 电池出货量达到GWh级别以上的企业中，海辰储能是唯一一家专注储能领域的企业。 目前，海辰储能业务已覆盖超过20个国家和地区，为20多个国家 ...

（文章来源：证券日报） 证券日报网讯万向钱潮9月25日在互动平台回答投资者提问时表示，据了解，万向一二三已关注到当前 储能市场呈现出蓬勃的发展态势，万向一二三将储能业务作为战略发展的重要方向之一，持续进行技术 研发和市场布局。 ...

价格降低推动装机增加，储能需求全球开花 20250923 摘要 全球储能市场快速增长，预计 2025 年装机规模达 265GWh，同比增长 超 40%，主要驱动力包括政策支持、新能源装机带来的刚性需求以及储 能系统成本显著下降，磷酸铁锂价格大幅降低是关键因素。 国内储能市场受 136 号文影响，从政策驱动转向市场驱动，弃风弃光率 上升提升了储能经济性。各省的容量电价和补偿政策，如河北省的测算 显示，在一定条件下 IRR 可达 6.67%，推动了独立储能项目的发展。 美国市场受关税政策影响，2025 年或将出现抢装潮，以应对 2026 年 301 关税的提升。同时，"大美丽法案"修订后，对中国供应链的限制 可能逐步放宽，以解决本土制造业不足的问题。 欧洲市场工商储能爆发，受益于高电价和补贴政策。澳大利亚户用储能 需求因补贴法案显著增长，投资回收期缩短，下半年需求翻倍。灵活电 力交易政策和电力稳定性挑战是欧洲储能需求提升的主要驱动因素。 磷酸铁锂价格大幅下降（2023 年 1 月至 2025 年 8 月降幅达 79%）显 著降低了储能系统成本，推动了下游装机积极性。海外需求对价格变化 的反应存在约一年半的滞后。 ...

Core Viewpoint - Ganfeng Lithium's stock surged due to the announcement of mass production of energy storage cells, with a market capitalization reaching 108.66 billion yuan [1] Company Summary - Ganfeng Lithium has achieved large-scale production of energy storage cells and established long-term supply partnerships with leading industry players, with full production capacity [1] - The company is also making strides in the power battery sector, with its first 500Wh/kg 10Ah solid-state battery being tested in vehicles and applied in well-known drone and eVTOL companies [1] - Ganfeng Lithium has a strong competitive edge in the energy storage field, being the only company with three industrialized lithium extraction technologies: "brine lithium extraction," "ore lithium extraction," and "recycling lithium extraction" [2] - The company’s Sichuan project has completed debugging, and production capacity is gradually being released, while the first phase of the Qinghai project is expected to reach production by the end of the year [2] Industry Summary - The energy storage market is experiencing favorable policies and demand, with the Ministry of Industry and Information Technology setting a target of 180 million kilowatts for new energy storage installations by 2027, potentially driving direct investment of about 250 billion yuan [1] - The demand for global energy storage batteries is expected to increase significantly, with a forecasted growth of 60% year-on-year to 521GWh by 2025 and a 36% increase in 2026 [1] - The lithium price has been declining, with domestic battery-grade lithium carbonate prices at 70,000 yuan/ton, down 32% year-on-year [2]

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~ 本文来源： 鑫椤锂电 2025 年 9 月 10 日，以 " 海外新风口 &国内投标装机 大揭秘 " 为主题的直播活动顺利开展， 鑫椤资讯 储能研究员 朱志翔 预测 了储能电芯及系统价格 、 分析了 海外储能市场火爆背后的原因 ， 并对 下半年 国内招投标市场和全年装机 进行了 预测，为行业发展提供了关键参考。 电芯与系统价格短期波动，竞争日趋激烈 近期，储能电芯价格出现短期波动，主要受海外订单阶段性释放和国内中标需求持续走高的影响，导致短 期内供需失衡。 同时， 6月底碳酸锂价格的上涨也对电芯成本产生了一定影响，但由于涨幅在碳酸锂价格联动机制风险可 控范围内，并未成为价格上涨的主要原因。 储能系统方面，自 531抢装潮后，价格虽随电芯价格上涨有所反弹，但整体仍保持下行趋势。 中东地区成为储能市场的新热点。 各系统厂商之间的竞争异常激烈，价格难以大幅反弹。头部厂商通过量产大容量电芯，在 4小时储能项目 报价中展现出强大竞争力，最低报价已跌破0.4元/Wh。 头部厂商竞争激烈，大容量电芯成关键 在市场竞争格局方面，头部储 ...

Summary of Key Points from the Conference Call Industry Overview - The energy storage industry is projected to reach a global installed capacity of 250 GWh by 2025, with China expected to exceed 100 GWh, the US at 50 GWh, and Europe over 35 GWh, while emerging markets are experiencing rapid growth [1][2][22] - The first half of 2025 saw system shipments reach 110 GWh, with expectations for the full year to double, driven by demand in the US, Middle East, Chile, and Europe [1][3] Core Insights and Arguments - Lithium battery companies are transitioning to system integrators to enhance profit margins and brand strength, with their shipment share reaching 36% in the first half of 2025 [1][3] - The commercial and industrial energy storage market is performing strongly, with total shipments expected to rise from 10 GWh in 2024 to 15 GWh in 2025, particularly in Europe, which is anticipated to account for nearly 80% of global totals [1][4] - In Q1 and Q2 of 2025, lithium battery shipments reached 265 GWh, a 128% year-on-year increase, with expectations to exceed 500 GWh for the year, where large storage systems will account for over 90% [1][8] Market Dynamics - The demand for energy storage cells in China and the US is expected to decline in Q4 2025 due to policy impacts and tariffs, although support from Inner Mongolia's subsidy projects may provide some stability [2][10] - The commercial energy storage sector faces intense competition, with some companies quoting prices below 0.5 RMB per watt, which is close to or below large-scale storage prices [7][15] Technological Developments - Energy storage cells are evolving from 280 Ah to 314 Ah and 500/600 Ah, with 314 Ah remaining the mainstream option. Modular design and liquid cooling technology are becoming trends, shifting safety measures from passive to active defense [1][9] Regional Insights - The European market is expected to grow by over 50% in 2025, driven by supportive policies and financial backing, with significant contributions from Poland, Eastern Europe, and established countries like the UK, Italy, and Germany [2][6] - Emerging markets, including the Middle East, Southeast Asia, South Asia, and Africa, are showing strong growth potential, with total installed capacity expected to reach 40-50 GWh [22][23] Investment and Profitability - The investment return rate for energy storage can reach 10% to 20%, primarily due to capacity compensation prices in certain regions and the ability to profit from peak and off-peak electricity price differences [26] - Provinces like Jiangsu and Guangdong show promising profitability prospects due to specific subsidy policies and frequency modulation revenues [27] Challenges and Risks - The independent energy storage business model in China faces challenges, including reliance on time-of-use pricing and capacity compensation for stable income, and varying levels of policy support across regions [28][29] - The overall market outlook for 2026 suggests a 30% growth in installed capacity, but shipment growth may lag behind at around 20%, influenced by earlier demand releases and project timelines [18][21]

Summary of Key Points from the Conference Call Industry Overview - The energy storage market is experiencing high growth due to increased market-driven storage demand and the removal of mandatory storage policies, leading to a recognition of storage's value [1][2] - The Chinese energy storage market is expected to exceed 200 GWh by 2026, driven by the increasing share of wind and solar power generation [1][5] Company Performance - Haibo's performance is notable, with a shipment of 9 GWh in the first half of 2025 and an expected increase to over 20 GWh in the second half, indicating a growth rate of over 100% [2][7] - Yiwai Lithium Energy is projected to grow nearly 50% in the second half of 2025, operating at full capacity [1][2] - Haibo's profit for Q1 was between 60 million to 90 million yuan, increasing to 220 million yuan in Q2, with an expected profit of 350 million yuan in Q3 [1][13] Market Dynamics - The profitability model for energy storage is changing significantly, with market-based trading reducing electricity prices during peak output periods, allowing for profit through spot trading [1][6] - Capacity subsidies from the government are encouraging many provinces to actively promote energy storage, with Inner Mongolia's loan yield reaching as high as 18% [1][9] Pricing Trends - The price range for energy storage systems and components is wide, with domestic low-end products priced at 0.26 yuan and high-end products at over 0.5 yuan, while overseas high-end products exceed 0.6 yuan [1][12] - The competitive landscape has improved, with manufacturers operating at full capacity and beginning to raise prices [1][12] Future Outlook - The future of the Chinese energy storage market is optimistic, with expectations of significant growth in the coming years, particularly as the share of wind and solar power increases [1][5][10] - Yiwai is expected to become a major supplier in the energy storage cell market, with a projected production of 120 GWh in 2026 [1][15] - Sunshine Power is anticipated to achieve a net profit of 14 billion yuan in 2025, with further growth expected in 2026 [1][16] Investment Recommendations - Key companies to watch include major storage firms like Shangneng Electric and Sunshine Power, as well as household storage companies like Airo and Deye, which are expected to see significant price and volume increases [1][24]

Group 1 - The core viewpoint of the article emphasizes the growth and potential of the home energy storage and portable energy storage markets, highlighting significant increases in shipment volumes and market forecasts for 2024 and beyond [3][4][10] - The global home energy storage shipment volume is projected to reach 27.8 GWh in 2024, with a year-on-year growth of 19%, and China accounting for 75% of this market [3] - The global portable energy storage shipment volume is expected to reach 11 million units in 2024, reflecting a remarkable year-on-year growth of 90% [4] Group 2 - The article outlines that by 2030, the global home energy storage market is anticipated to grow to 180 GWh, representing a 547% increase from 2024 [3] - The competitive landscape for home energy storage systems is dominated by Chinese companies, with the top 10 global players including Huawei, BYD, and Airo Energy [3] - The portable energy storage market is also projected to grow significantly, reaching 28 million units by 2030, which is a 156% increase from 2024, driven by outdoor economy development and emergency power needs [4] Group 3 - The upcoming 2025 Peak Forum on Home and Portable Energy Storage Battery Technology will focus on high safety standards and building a new ecosystem for the industry [6][8] - The forum will gather over 600 key decision-makers from the industry, discussing over 30 core topics related to technological breakthroughs and safety challenges [10][11] - The event will feature discussions on the latest trends in battery technology, safety standards, and market strategies for both home and portable energy storage systems [9][10]

Core Viewpoint - The energy storage industry is experiencing significant growth in project bidding and winning, with a notable increase in both the number and scale of projects in the first half of 2025 compared to the previous year [1][2][3]. Group 1: Demand and Market Growth - In the first half of 2025, there were 1,291 energy storage bidding projects, a year-on-year increase of 27.3%, and 949 winning projects, up 13.9% [1]. - The number of winning bids for energy storage systems reached 401, reflecting a 40.1% increase, while EPC winning bids totaled 404, up 4.9% [2]. - The winning scale for energy storage systems was 11.2 GW/86.2 GWh, with a year-on-year surge of 278%, primarily driven by a significant increase in centralized procurement [2]. Group 2: Market Competition and Structure - The number of companies winning bids in the energy storage system market decreased by 31.1% year-on-year, indicating heightened competition [5]. - The top 15 companies in the EPC sector accounted for 38.2% of the total market, while the top 15 in the energy storage system sector only represented 20.6%, suggesting a more fragmented market [5]. - Major players like CRRC Zhuzhou Institute and Sungrow Power are leading the market, with a trend of battery manufacturers penetrating downstream system integration [5]. Group 3: Technology Trends - Lithium-ion batteries remain the dominant technology in EPC bidding, accounting for 93.7% of the total, an increase of 2.1 percentage points from the previous year [6]. - Flow batteries, particularly vanadium flow batteries, are gaining traction, with their market share rising to 5.5% [6]. Group 4: Procurement Trends - Centralized procurement has significantly increased, with 69% of energy storage system winning projects falling under this category, up 33 percentage points year-on-year [9]. - This shift towards centralized procurement enhances cost efficiency and supplier network establishment, while also intensifying competition among smaller firms [11]. Group 5: Regional Distribution - EPC winning projects are primarily concentrated in resource-rich regions such as Inner Mongolia, Xinjiang, and Ningxia, with significant activity also in clean energy provinces like Yunnan and Sichuan [13]. - Inner Mongolia leads in EPC project wins, supported by favorable local policies that incentivize energy storage projects [13].