根据最新业绩预告，2025年归母净利润同比增长77.8%-90.7%。 | 作者 | | 萧瑟 | | --- | --- | --- | | 编辑 | | 小白 | 不久前，风云君曾重点研究了盐湖股份（000792.SZ）。文章中有提到，随着五矿集团成为公司新实 控人，为避免集团内同业竞争问题，盐湖股份有望迎来同类资产注入。 （来源：市值风云APP） 这家公司也是很给面子。12月31日，盐湖股份公告称，拟以现金形式收购控股股东旗下的五矿盐湖有 限公司（"五矿盐湖"）51%股权。 至于交易的具体情况如何，我们今天就来一探究竟。 一里坪盐湖地处柴达木盆地中部，矿区面积为422.73平方千米，属于硫酸盐型干盐湖，以富锂为特 色。截至2024年末，氯化锂保有资源量为165万吨，氯化钾保有资源量为1,463万吨。 目前五矿盐湖已建成碳酸锂产能1.5万吨/年、钾肥产能30万吨/年。 46亿 并购再拓疆土 标的公司五矿盐湖是五矿集团旗下的盐湖资源开平台，拥有 青海一里坪盐湖的开发权。 （来源：盐湖股份公告） 在业绩层面，五矿盐湖2024年实现营收、净利润分别为20.84亿元、6.9亿元，2025年1-8月实现营收7. 9 ...

2025年，一纸新政为狂奔的新型储能产业按下"冷静键"。 在能源转型中，储能被视为平衡电网、消纳绿电的关键枢轴。国家取消新能源电站强制配置储能的要 求，标志着储能产业依赖政策驱动的时代结束。 如今，它必须依靠自身实现商业化生存。 在这场关乎未来的考验中，一个并非锂矿富集的内陆县城——泰安肥城，悄然构筑起一条覆盖研发、制 造、运营、服务的新型储能产业链。它的故事，成为一个具有解剖价值的微观样本。 ●2025年新能源强制配储政策取消，储能行业面临市场化生存大考。肥城却将废弃盐穴变为压缩空气储 能的"储气罐"，吸引多个百兆瓦级项目落地，从"历史包袱"中挖出千亿级产业机遇 储能作为"电力蓄水池"，肩负着平抑波动、移峰填谷的重任。过去几年，在"强制配储"的要求下，2024 年底全国新型储能装机量已达7376万千瓦，位居世界第一。 2025年初，国家发展改革委、国家能源局联合发布《关于深化新能源上网电价市场化改革促进新能源高 质量发展的通知》(以下简称"136号文")，让储能企业必须直面一个生死攸关的问题：在没有直接补贴 的情况下，仅凭峰谷价差、辅助服务等市场收入，能否实现真正盈利? "136号文"的核心逻辑，是将新型储 ...

Core Viewpoint - The article emphasizes the strategic importance of developing new energy storage systems in Guangdong Province, highlighting the need to address supply-demand imbalances and enhance market mechanisms to support sustainable growth in the industry [2][3][4]. Group 1: Current State of the New Energy Storage Industry in Guangdong - Guangdong Province is experiencing rapid growth in its new energy storage industry, with projected revenues of approximately 400 billion yuan in 2024 and a 114% increase in installed capacity [4][6]. - Despite the growth in supply, the actual utilization hours of connected projects have decreased by 8.68%, indicating a mismatch between supply expansion and market absorption [4][8]. - The province has a well-established industrial chain, transitioning from consumer electronics batteries to energy storage batteries, with significant export growth, accounting for 26.4% of the national total [5][6]. Group 2: Challenges Facing the Industry - The industry faces issues such as intense competition, unclear profit models, and insufficient local absorption capacity, leading to a disconnect between manufacturing and market demand [3][7]. - In 2024, Guangdong's new energy storage installed capacity is expected to be only 3.52 GW, ranking ninth nationally, which highlights the limited local market absorption compared to supply [7][8]. - External trade pressures, including stricter compliance requirements in the EU, have increased uncertainties in export markets, prompting some leading companies to establish overseas production facilities [9][10]. Group 3: Recommendations for Improvement - To resolve the supply-demand mismatch, the article suggests enhancing application scenarios and market mechanisms, focusing on diversifying and scaling up demand to stabilize long-term revenue expectations [14][15]. - It emphasizes the need for technological innovation and safety standards to improve supply quality and economic viability, including the development of next-generation battery technologies [17][18]. - The article advocates for a coordinated regional approach to optimize the deployment of energy storage resources, particularly in high-demand areas like the Pearl River Delta [18][19].

Core Viewpoint - The signing of a large-scale energy storage industry project between Haibo Sichuang and Xining Economic and Technological Development Zone marks a significant step towards long-term cooperation in the energy storage sector in Xining [1] Group 1: Project Overview - The signed project includes two main components: energy storage system integration production and energy storage station construction, which is a key initiative for the company's strategy in the northwest market [1] - The company plans to establish a new intelligent manufacturing base in the Nanchuan Industrial Park in Xining, focusing on green and intelligent development, aiming to create a green factory, zero-carbon factory, and digital factory [1] Group 2: Future Plans and Goals - Haibo Sichuang aims to use the Xining Development Zone as a core to radiate throughout Qinghai Province, promoting the construction of large-scale energy storage stations [1] - During the 14th Five-Year Plan period, the company plans to implement several independent energy storage projects in Qinghai Province, contributing to the province's clean energy demonstration and supporting the construction of an integrated new power system [1] - The company intends to leverage its industrial advantages to help Xining become a significant new energy storage industry base in the country, promoting the large-scale and clustered development of the energy storage industry [1]

Core Insights - The article discusses the opportunities in the energy storage industry amidst power market reforms and digitalization, highlighting a collaborative report titled "2025 Power Market and Digital Energy Storage Research Report" to be released at the upcoming summit [2] Group 1: Company Developments - Sungrow Power has secured a significant order in Chile, providing energy storage equipment and long-term service agreements for a 509MW/2036MWh storage project with Generadora Metropolitana [3][4] - The Dune Plus project, with a total investment of $629 million, will enhance grid stability and peak shaving capabilities through the deployment of 406 container units of the PowerTitan storage system [4] - As of 2025, Sungrow Power has disclosed a total of over 44.8GWh in energy storage orders globally, indicating a strong market presence [5] Group 2: Market Trends - Chile has established a leading position in Latin America's energy storage sector, with an installed capacity of 1,105MW as of July 2025, significantly surpassing Brazil and Mexico [9] - The country is expected to attract over $4.3 billion (approximately 300 billion RMB) in energy storage investments from 2025 to 2029, driven by strong policy support and a clear energy transition strategy [9] - The anticipated growth in Chile's energy storage capacity is projected to exceed 5GW between 2025 and 2030, with Chinese companies actively securing orders in the region [9]

温馨提示： 投稿/合作/找圈，请联系hjs-Cindy，13609002797 临近年底，新型储能行业的年度悬念牵动人心： 排位赛开启，谁能问鼎年度十强？ 价值重塑 ，谁能影响产业未来？ 产品争锋 ，谁将引领技术变革？这些问 题的答案，不仅关乎企业一年的成绩单，更映射出产业发展的深层轨迹。 作为新型储能产业的创新引领者、观察者与桥梁，行家说储能深知，一个具备公共性考量的严肃媒体奖项，需穿透数据表象，洞见产业本质，并尝试为此做 点什么。 基于这一使命，2025年储能行家极光奖以三大奖项为坐标，旨在立体化呈现产业全景，回答时代之问：围绕"出货量"这一硬指标特设 "年度十强企业奖 "； 聚焦于"全球化、数智化、构网能力、安全"等价值维度，设立" 年度影响力企业奖 "；深挖储能产业链电芯、3S、数智化平台等全产业链环节，表彰" 年度 影响力产品奖 "。 随着奖项申报火热进行，组委会已收到大量企业的申报材料。作为系列报道的延续，行家说储能早前已发布"年度影响力企业奖（ 点这里 ）"与"年度影响力 产品奖（ 点这里 ）"的相关报道，现继续带来一批新增部分申报企业信息（排名不分先后），欢迎参与，并持续关注后续动态。 影响力 ...

Core Insights - The new energy storage industry is experiencing significant growth, with notable shipment volumes indicating a high market demand [1] Group 1: Company Performance - Ruipu Lanjun reported a Q3 shipment volume exceeding 23 GWh, achieving the highest monthly shipment record of over 8 GWh [3] - The company has established R&D centers in Shanghai, Wenzhou, and Jiaxing, with production bases in multiple locations including Indonesia, and is projected to reach a total capacity of over 90 GWh by 2025 [3] - Ruipu Lanjun has secured four GWh-level energy storage orders totaling 26.5 GWh as of 2025 [4] Group 2: Market Developments - Haibo Sichuang confirmed a project shipment of approximately 9.5 GWh for the first half of 2025, indicating strong order fulfillment [6] - The company has also won a procurement project for a 0.5 GW / 3 GWh independent energy storage demonstration project with China Power Construction [6] - Haibo Sichuang's notable project includes a 250 MW / 1000 MWh independent energy storage station in Gansu, which is the largest of its kind in the province [8]

Core Insights - The 2025 World Power Battery Conference (WPBC2025) will be held in Yibin, Sichuan from November 12 to 13, focusing on "New Vision, New Ecology, New Opportunities" in the power battery industry [1] - The conference will feature six thematic meetings addressing key topics such as technological innovation, new energy storage, recycling, and quality enhancement in the power battery sector [1][2] - Yibin has rapidly developed its power battery, photovoltaic, and energy storage industries, with a GDP exceeding 400 billion yuan in 2024 [2] Industry Development - Yibin's power battery output has surpassed 100 billion yuan for two consecutive years, accounting for over 16% of China's total and approximately 10% globally [3] - The Sichuan Times 8th phase power battery project is progressing steadily, with an expected production capacity of 210 GWh by the end of 2025 [3] Technological Innovation - Discussions at the conference will include advancements in next-generation battery technologies, material transformations, structural innovations, and process equipment [1] - The focus will also be on the quality control and performance enhancement of power batteries throughout their lifecycle, aiming for a healthy and standardized development path [2] New Energy Storage - A thematic meeting will address policies, products, technologies, safety, standards, and capital in the new energy storage sector, highlighting China's leading global position in technology [2] Application Scenarios - The conference will explore innovative applications of power batteries in emerging fields such as low-altitude equipment, electric ships, and robotics, aiming to commercialize these technologies [2]

Core Insights - The establishment of the "Shenzhen Yuanzhi Gangxin Energy Storage Fund" marks a significant collaboration between XINWANDA, Honghua Smart Energy, and Shenzhen Capital Group, aiming to raise a total of 600 million yuan, with an initial fundraising target of 300 million yuan for commercial energy storage projects [1] Group 1 - The fund is the first commercial energy storage asset investment fund launched since the establishment of the Shenzhen Energy Storage Fund, and it is one of the largest specialized funds for commercial energy storage in China [1] - The fund aims to explore new pathways for the collaborative development of the new energy storage industry chain, leveraging the asset management advantages of Honghua Energy, the investment layout of Shenzhen Capital Group, and the industrial capabilities of XINWANDA [1] - The fund will promote the transformation of energy technology companies from traditional "heavy asset operators" to "comprehensive energy asset management and service platforms" through a closed-loop model of "assets + operations + industry" [1]

Group 1 - The Shenzhen Yuanzhi Gangxin Smart Energy Fund, a special fund for industrial and commercial energy storage, was officially established at the 2025 International Digital Energy Exhibition [1][2] - The fund aims to raise a total of 600 million yuan, with an initial fundraising target of 300 million yuan, primarily investing in industrial and commercial energy storage projects [2] - This fund is the first industrial and commercial energy storage asset investment fund established since the Shenzhen Storage Fund was launched, marking it as one of the larger specialized funds in the domestic market [2] Group 2 - The fund is initiated by Honghua Energy, Shenzhen New Energy Storage Industry Fund, and Xinwanda Electronics, with Shenzhen Yuanzhi Storage Private Equity Fund Management Co., Ltd. serving as the fund manager [2][3] - The establishment of the fund is expected to explore new pathways for the collaborative development of the new energy storage industry chain, leveraging the asset management advantages of Honghua Energy and the investment layout of Shenzhen Capital Group [2] - Honghua Energy will play a key role in the asset development, construction, operation, and lifecycle management of the fund's investment projects, further enhancing its position in the new energy storage sector [3]