□ 本报记者张文婧通讯员刘伟 "组串式储能系统方案最大的优势是采用一簇一管理模式，每个储能单元都具有独立管理系统，这些管 理系统可以独立监测、控制和优化相应的储能单元。"孟楷金说。 入夏以来，光伏设施光照时间长、辐射强度高，迎来发电高峰期。然而，由于太阳能具有间歇性、不稳 定的特点，难以支撑夜晚用电高峰需求，因此光伏发电的电量储存和利用成为电力保供的关键问 题。"夜间海风呼啸时，电站储能系统如同'弹性海绵'，存下富余的绿电；用电高峰来临时，储存的绿 电又化作稳定电流，点亮万家灯火。"孟楷金介绍，"早晚高峰，电站最大能够释放80万千瓦时清洁电 能，相当于40万居民一天的生活用电需求。"截至日前，电站年累计放电334次，年累计放电电量约 12042万千瓦时。 "三峡200兆瓦/400兆瓦时独立储能电站可独立参与电网调频调峰，其系统安全性高、灵活性强及全生命 周期内度电成本低，为电力保供和电网安全稳定提供坚强有力保障。"孟楷金说。 8月22日，记者走进国内规模最大的采用组串式储能系统方案建设的共享储能电站工程——盐城滨海港 片区三峡200兆瓦/400兆瓦时独立储能电站项目现场，中央控制室内，3名技术人员端坐操作台前 ...

Group 1 - The latest stock price of Leshan Electric is 13.84 yuan, up by 0.31 yuan from the previous trading day, with a trading volume of 219,067 hands and a transaction amount of 300 million yuan [1] - Leshan Electric is a key local power company in Sichuan Province, involved in the entire power supply chain including generation, transmission, distribution, and sales [1] - The company is expanding its renewable energy business through a targeted issuance for energy storage projects [1] Group 2 - The Sichuan Provincial Development and Reform Commission has announced a new low valley electricity price policy for residential use, effective from September 1, with prices set at 0.175 yuan/kWh during the abundant water period and 0.2535 yuan/kWh during the dry season [1] - This policy is expected to reduce the company's electricity business revenue by approximately 16.6 million yuan in 2025, and the company states that this adjustment is a measure to benefit the public [1] - Leshan Electric had a net inflow of 19.01 million yuan in main funds on August 4, accounting for 0.26% of its circulating market value, but experienced a cumulative net outflow of 65.43 million yuan over the past five trading days, representing 0.88% of its circulating market value [1]

Core Viewpoint - Jiangsu Tongli Rising Machinery Co., Ltd. has announced a guarantee for its wholly-owned subsidiary, Qihong Weichang Manchu Mongolian Autonomous County New Energy Technology Co., Ltd., to support its financing needs for a shared energy storage project [1][2][6]. Summary by Sections Guarantee Overview - The company is providing a guarantee amounting to 226 million yuan for Qihong Weichang's loan application to Hebei Bank, which totals 600 million yuan with a term of 10 years [2][3]. - The loan will be used for the construction of the energy storage project and to replace other financial institution loans and shareholder loans [2]. Internal Decision Process - The company's board of directors held meetings on June 9 and June 26, 2025, to approve the guarantee and authorized the chairman to sign relevant agreements [3][4]. Financial Status of the Guaranteed Entity - Qihong Weichang has total assets of approximately 1.09 billion yuan and total liabilities of about 902.41 million yuan as of the first four months of 2025 [4]. - The company reported a net profit of -2.69 million yuan for the same period, indicating a loss [4]. Necessity and Reasonableness of the Guarantee - The guarantee is deemed necessary for the operational needs of Qihong Weichang and is expected to facilitate its business development without harming the interests of the company or its shareholders [5][6]. - The board believes that the risks associated with this guarantee are manageable and do not adversely affect the company's financial status or operational results [6]. Cumulative Guarantee Situation - As of the announcement date, the total external guarantees provided by the company amount to 664.1 million yuan, which represents 33.62% of the company's latest audited net assets [6].

Group 1 - Weima has been acquired by Baoneng Automobile, with the transition of production qualifications and assets currently underway [1] - Tesla has signed a contract for its first grid-side energy storage project in mainland China, with a total investment of 4 billion yuan, utilizing Tesla's Megapack for the construction [1] - Xiaomi has successfully acquired a land parcel of approximately 727 acres for its automotive factory's third phase, with a transaction price exceeding 600 million yuan [1] Group 2 - Baidu is accelerating its expansion into Southeast Asia with plans to launch its autonomous taxi service, "Luobo Kuaipao," in Singapore and Malaysia as early as this year [1]

Suspension - *ST Huamei: The controlling shareholder Shanghai Pengsheng Technology Industry Co., Ltd. is planning a significant matter regarding the transfer of company shares, which may lead to a change in control of the company, resulting in stock suspension [1] Restructuring, Mergers, Acquisitions, and Private Placements - Konggang Co., Ltd.: Plans to sell 80% equity of Tianyuan Construction to its controlling shareholder, constituting a major asset restructuring [2] - Wolong Nuclear Material: Plans to purchase 25% equity of Changyuan Electronics for 340 million yuan; after the completion of this equity purchase, the company's shareholding in Changyuan Electronics will change from 75% to 100% [2] - Kangda New Materials: Plans to raise no more than 585 million yuan through a private placement for the expansion project of 80,000 tons/year electronic-grade epoxy resin, R&D center, and military electronic composite materials project, as well as to supplement working capital [2] Shareholding Changes, Increases, Transfers, and Buybacks - Huate Dain: Received a stake increase from Guo Weisong, with the shareholding ratio reaching 5% [3] - Lantian Gas: The controlling shareholder Lantian Group plans to increase its holdings by 100 million to 150 million yuan [4] - Aikedi: Plans to repurchase company shares for 100 million to 200 million yuan [5] - Liyang Chip: Shareholder inquiry transfer pricing at 15.59 yuan/share [6] - Donghu Gaoxin: Tianfeng Tiancai Asset Management Plan intends to transfer 1.26% of shares to the indirectly controlling shareholder LianTou Group [7] - Qizhong Technology: Plans to repurchase shares for 75 million to 150 million yuan [8] External Investments and Daily Operations - Small Commodity City: Plans to establish a wholly-owned subsidiary in Hong Kong and apply for a Hong Kong TCSP license to provide financial solutions for cross-border trade through the "Yi Payment" platform [9] Performance Changes - Qingda Environmental Protection: Expected operating income in the first half of 2025 is between 900 million to 1.25 billion yuan, a year-on-year increase of 75.12% to 143.22%, driven by increased delivery of energy-saving environmental treatment system products [12] - Obi Zhongguang: Expected cumulative operating income from January to May 2025 is approximately 363 million yuan, a year-on-year increase of about 117.18%; net profit attributable to the parent company is around 55 million yuan, an increase of approximately 86.44 million yuan [12]

Core Viewpoint - 佛塑科技 announced a major asset restructuring plan to acquire 100% of 河北金力新能源科技股份有限公司 (金力股份) for a total transaction price of 5.08 billion yuan, which includes issuing shares and cash payments [1][2] Group 1: Acquisition Details - The acquisition price for 金力股份 is set at 5.08 billion yuan, with 4.68 billion yuan paid through share issuance and 400 million yuan in cash [2] - 佛塑科技 plans to raise up to 1 billion yuan from its controlling shareholder, 广新集团, to fund the cash portion of the acquisition and for working capital and debt repayment [1][2] - The acquisition will not involve a restructuring of the listed company or a change in control [2] Group 2: Company Background - 金力股份 specializes in the research, production, and sales of lithium battery wet separators, positioning itself within the high polymer film material sector [2] - The company has notable shareholders including 比亚迪 and 珠海冠宇, and its clients are major players in the lithium-ion battery industry such as 宁德时代 and 亿纬锂能 [2] Group 3: Financial Performance and Projections - 金力股份 is expected to generate approximately 2.64 billion yuan in revenue for 2024, but its net profit is projected to turn from profit to loss due to industry supply-demand imbalances [3] - The company has committed to achieving net profits of no less than 230 million yuan, 360 million yuan, and 610 million yuan for the years 2025, 2026, and 2027, respectively [3] - In the first quarter of this year, 金力股份 returned to profitability, and it is anticipated that the market demand for lithium battery wet separators will continue to grow into 2025 [3]