10月3日，港股市场在昨日大涨后迎来调整。 截至10时35分，恒生指数跌0.83%报27059.8点，恒生国企指数跌1.05%报9622.14点，恒生科技指数跌1.8%报6562.68点。盘面上，公用事业、煤炭、建筑板 块领涨，软件服务、原材料板块保持活跃，贵金属、农产品、半导体板块领跌。 个股方面，大众公用盘中涨超18%，上海电气盘中涨超15%。储能电池概念股双登股份盘中强势拉升，涨幅一度突破22%。次新股西普尼经历前两日大涨 后，今日盘中跌超11%。科技股普遍回调，小鹏汽车-W盘中跌超5%，快手-W盘中跌超4%，网易-S盘中跌超2%。腾讯控股由涨转跌，盘中微跌0.52%。 双登股份盘中强势拉升 涨幅一度突破22% 10月3日，港股双登股份开盘后即呈现股价快速拉升态势，盘中一度涨超22%。截至10时26分，双登股份涨20.06%，报24港元/股，成交额突破1亿港元。 10月2日，双登股份收涨8.52%。不到两个交易日，双登股份涨超30%。其他储能概念股保持活跃，中国安储能源盘中涨逾5%。 | 24.400 M | 22.06% 卖 9 24.160 | | 0 (0) | | --- | --- | --- ...

据悉，双登股份是大数据及通信领域能源存储业务的领先公司，专注于设计、研发、制造和销售储能电 池及系统。根据招股书引述弗若斯特沙利文的数据，公司在2024年全球通信及数据中心储能电池供应商 中出货量排名第一，市占率达11%。公司客户包括中国移动、中国联通、中国铁塔、爱立信、沃达丰、 挪威电信、阿里巴巴、京东、百度、秦淮数据、万国数据等。 智通财经APP获悉，双登股份(06960)涨超9%，截至发稿，涨9.05%，报21.8港元，成交额5475.65万港 元。 消息面上，据上海证券报消息，近日，双登股份相关负责人对记者解读，若AIDC能耗增长10倍，则意 味着备电需求也大致增长10倍。更重要的是，随着绿电+储能模式在数据中心逐步推广，储能系统的规 模将远高于传统备电场景，有望为公司打开更广阔的发展空间。除深耕国内市场外，双登股份还通过马 来西亚生产基地服务海外客户，并逐步切入北美等高端市场。 ...

Group 1 - The 2025 Shanghai Cooperation Organization International Investment and Trade Expo was held in Qingdao, attracting nearly 400 enterprises from around 40 countries and regions, highlighting its significance as a platform for diverse economic and cultural exchanges [1][3] - The event featured six exhibition areas and ten cultural activities, showcasing the scale and cultural richness of the expo [3] - The State Grid Jiaozhou Power Supply Company implemented a "1+4" power guarantee system, ensuring reliable power supply through dual safeguards and proactive maintenance of power lines [3][4] Group 2 - The expo's success underscores the importance of the SCO demonstration zone as a new platform for the Belt and Road Initiative, with significant increases in international trade and investment projects [6] - The power supply company has innovated services to support international development, completing power supply projects ahead of schedule and saving companies significant costs [6][8] - The company has also focused on building a new energy system, exploring "green electricity + energy storage" models to provide low-carbon energy solutions for large events [11][13] Group 3 - The expo serves as a cultural bridge, integrating various cultural elements and showcasing the role of reliable electricity in facilitating international cooperation [10][13] - The logistics sector benefits from stable power supply, with significant improvements in operational efficiency reported by companies like JD's smart logistics park [8] - The power supply company is recognized as a key player in supporting the development of the SCO demonstration zone, enhancing its reputation through effective service delivery [13]

随着一道道难关被逐一攻克，一项项关键节点顺利完成，广西能源股份正乘势而上，跑出项目前期工作"加速度"。下一步，广西能源股份将坚持实干为要、 创新为魂，用业绩说话、让人民评价，推动项目早核准、早开工、早建成，为推动区域能源结构优化升级、助力构建新型电力系统注入新动能。（贝媛媛） 贺州抽水蓄 能电站项目建设征地移民安置规划审查会现场 作为广西能源股份首个抽水蓄能项目，公司坚持"项目为王"理念，把重大项目建设摆在突出位置，建立健全"党建+项目建设"项目推进机制，项目团队科学 谋划、克难攻坚，特别是针对解决项目设计涉及征地协调、移民安置规划等重难点问题，多次赴国家、自治区以及贺州市政府部门汇报衔接、争取支持。 通过成立抽水蓄能项目"党员突击队"，以"书记领办项目"为抓手，党员带头攻坚啃下"硬骨头"，先后获得项目用地预审及选址意见书、移民安置规划大纲通 过审查……项目前期捷报频传、各项工作有序推进，红色动能持续转化为发展势能，生动诠释了"党建红"引领"能源绿"的行动实践。 转自：新华财经 在贺州市八步区步头镇的崇山峻岭间，一座巨型"绿色充电宝"——广西能源股份贺州抽水蓄能电站项目正从蓝图走向现实。这个依托自然地势建设的 ...

Core Viewpoint - The inverter sector is experiencing a recovery in sentiment, driven by expectations of a shift in market trading styles, fundamental turning points, and valuation corrections [1][2] Group 1: Market Trends and Expectations - Short-term focus is on the anticipated shift in market trading styles, fundamental turning points, and valuation corrections, while long-term views suggest that the industry logic is not deflationary, with potential for technological premiums in networked energy storage and AIDC [2] - The inverter sector has faced pressure on performance and valuation since 2024, nearing historical lows, but is expected to see a turnaround in 2025 Q1 due to sustained overseas large-scale storage demand and improved domestic orders and shipments [2][3] Group 2: Performance and Valuation Insights - In 2024 Q4, the U.S. installed capacity for energy storage reached a record high of 3.4 GW, with a year-on-year growth of 37%, and projections for 2025 Q1 suggest a further increase to 4.3 GW, doubling year-on-year [3] - The market is expected to see significant performance improvements for domestic companies in the second quarter of 2025, as channel inventory continues to decrease and seasonal impacts from Q1 fade [4] Group 3: Investment Strategy - Current PE valuations for storage companies are generally below the historical 30th percentile, indicating significant potential for performance improvement post-2025 Q2 due to policy stimuli and industry recovery [6] - The inverter sector is identified as a high-probability investment opportunity during the performance vacuum period in April, with recommendations to focus on undervalued leading companies and those with significant fundamental recovery potential [6]