温馨提示： 投稿/合作/找圈，请联系hjs-Cindy，13609002797 又一家百年车企驶入储能新赛道。12月15日，福特汽车正式宣布布局储能系统。 ▋ 建设20GWh以上产能，福特重仓储能 据了解，此次合作福特 将在未来两年投入约20亿美元，携手宁德时代，对现有电池产线进行转产与扩能。这些电池储能系统将于2027年开始交付，计划建 设20GWh以上的年产能。 不难发现，福特向储能市场的战略转向，其核心是 "产能的明确转向" 。 福特将改造其位于肯塔基州的全资电池制造设施，专门生产基于LFP（磷酸铁锂）电芯的集装箱式大型储能系统。其规划清晰指向 电网级储能 和 数据中心 备用电源 这两大美国储能市场的核心应用场景。为实现这一转向，福特选择了与宁德时代进行 "技术授权" 的合作模式。即通过引入宁德时代的磷酸铁锂技 术，对其现有工厂进行改造，从而快速获得生产储能电池的能力。 而这次合作或许对双方都是一种共赢。对福特而言，能以最快速度获得全球领先的磷酸铁锂电池技术， 且非合资模式运营也能些许避免相关法案的限制，获 得本地制造的相关政策支持，据了解， 《通胀削减法案》 中 为储能项目提供 30%的税收抵免，如果 ...

Core Viewpoint - The recent surge in the stock price of Haiwang Bio is attributed to positive market sentiment following the collaboration between three pharmaceutical companies, enhancing confidence in China's innovative drug capabilities [1][8]. Company Evolution - Haiwang Bio has transformed from a regional distributor to a comprehensive biopharmaceutical platform, reflecting the industry's shift from "generic following" to "innovation leading" [3]. - Established in 1992, Haiwang Bio's growth mirrors the consolidation of China's pharmaceutical distribution sector, achieving over 10 billion yuan in revenue by 2015 [3][4]. Business Operations - The company focuses on pharmaceutical and medical device distribution, boasting a logistics network covering over 20 provinces, with significant market share in Shandong and Henan [4]. - Haiwang Bio operates 22 provincial logistics centers and 110 warehouses, with a total storage area exceeding 390,000 square meters, serving nearly 170,000 clients [4][5]. Research and Development - The company has established several innovation platforms and employs a research team of 228, focusing on major diseases and new drug development [5]. - Haiwang Bio has been recognized as a high-tech enterprise and ranks among the top in China's pharmaceutical distribution sector [5][6]. Financial Performance - Despite industry challenges, Haiwang Bio reported a revenue of 30.317 billion yuan in 2024, with a significant reduction in net losses compared to the previous year [7][8]. - The company anticipates a positive long-term growth trajectory as it completes goodwill impairment and optimizes its operations [7]. Industry Opportunities - The Chinese pharmaceutical industry is undergoing a quality upgrade, with policies favoring larger players, positioning Haiwang Bio to expand its market share [8]. - The company is transitioning to provide customized supply chain solutions, enhancing service offerings and operational efficiency [8][9]. Future Growth Potential - Haiwang Bio's NEP018 drug, targeting gastrointestinal tumors, has received clinical trial approval, potentially opening new revenue streams [9]. - The company is well-positioned to leverage its extensive logistics network and innovative service models to capitalize on industry consolidation and growth opportunities [8][9].