储能BMS
Search documents
储能BMS龙头企业将迎“大考”!储能圈迎来变数?
Xin Lang Cai Jing· 2026-01-07 10:52
(来源:储能产业网) 2026年创业板首家IPO上会企业来了!1月6日晚间,深交所官网显示,深交所上市委定于2026年1月13日召开2026年第1次上市审核委员会审议会议,审核 杭州高特电子设备股份有限公司(以下简称"高特电子")首发事项。 据悉,高特电子是一家以技术创新为驱动的国家级高新技术企业和专精特新"小巨人"企业,面向新能源产业提供安全、可靠、高效、稳定且更具经济性的 新型储能电池管理系统相关产品,致力于成为全球领先的新型储能系统安全与价值提升解决方案的核心供应商。 这家在电池管理系统(BMS)领域深耕27年的企业,以连续三年大型储能BMS出货量行业第一的战绩,即将迎接叩响资本市场大门的"大考"。 当宁德时代、比亚迪等巨头纷纷自研BMS,高特电子如何以第三方身份在万亿储能市场站稳脚跟? 从铅酸监测到储能中枢的跨越 高特电子的技术基因始于1998年。创始人徐剑虹从浙江大学半导体专业毕业后,带着铅酸电池检测仪器在杭州创业,早期为电力监控系统提供电池健康管 理方案。 2003年,其研发的国内首套铅酸电池在线监测系统填补市场空白,虽未预见储能风口,却积累了电池数据采集的核心能力。 此后的27年里,企业历经三次 ...
拟募资8.5亿,又一家储能企业IPO
行家说储能· 2025-06-24 05:20
Core Viewpoint - Gaote Electronics is positioned to become the "first stock of energy storage BMS" in A-shares with its upcoming IPO, focusing on energy storage battery management systems (BMS) and leading market share [1][2]. Fundraising and Investment - Gaote Electronics plans to raise 850 million RMB through the issuance of up to 12 million shares, with the net proceeds allocated to the construction of an intelligent manufacturing center for energy storage battery management systems and to supplement working capital [2]. - The total investment for the intelligent manufacturing center project is approximately 674.14 million RMB, with 600 million RMB sourced from the IPO funds [2]. Financial Performance - The company has shown a compound annual growth rate (CAGR) of 63.31% in revenue from 2022 to 2024, with main business revenues of 344.4 million RMB, 770 million RMB, and 919 million RMB for the respective years [3][5]. - The revenue from core technology products has increased significantly, accounting for 90.26% of total revenue in 2024, up from 77.73% in 2022 [5][7]. - Net profits for 2023 and 2024 are projected at 79.04 million RMB and 87.04 million RMB, respectively, meeting the listing standards for profitability [7]. Market Position and Competition - Gaote Electronics ranks as the top new energy storage BMS company in China as of 2023, with a significant market share in the third-party BMS sector [11][12]. - The company has established strategic partnerships for R&D, notably with Xi'an Aerospace Minxin, to develop proprietary AFE information collection chips, enhancing its competitive edge in the BMS market [12]. Customer Base - The customer portfolio includes major players such as CATL, Ganfeng Lithium, and State Grid, with no single customer accounting for over 50% of total revenue, indicating a diversified client base [13][15]. Growth Strategy - Gaote Electronics is transitioning towards a comprehensive data service provider in the energy storage sector, leveraging its BMS technology to offer integrated data services for energy management [16][18]. - The company aims to enhance its data service capabilities, which are expected to become a significant growth driver in the future [19].