| -广告 | | --- | 储能与电力市场获悉，6月26日， 麦田能源股份有限公司深交所创业板IPO获受理。 保荐人 （主承销商）为国泰海通证券股份有限公司。 图源：深交所发行上市审核信息公开网站 麦田能源此次募集资金，拟发行人民币普通股（A股）不超过9000万股，每股面值为1元，扣除 发行费用后将投资于以下项目， 募集资金投资额总计16.6亿元 。 | 单位:万元 | | | | | | | --- | --- | --- | --- | --- | --- | | 募集资金投资额 | 实施主体 | 序号 | 项目名称 | 项目总投资 | | | 年产 100 万台套智慧储能 | 麦田能源 | 103,100.16 | 123,141.52 | 产品产业园建设项目 | | | 上海分公司 | 研发中心建设项目 | 26,557.75 | 2 | 26,557.75 | | | 麦田美国、麦田泰 | 营销及技术服务体系建设 | 6,459.69 | 3 | 6,459.69 | 国(筹)、麦田阿 | | 项目 | 联酋 | | | | | | 补充流动资金 | 麦田能源 | 30,000.00 | 30, ...

Core Viewpoint - Midea Group's energy brand, Midea Energy, debuted at the 18th International Solar Photovoltaic and Smart Energy & Storage and Battery Technology and Equipment Conference, showcasing its energy strategy driven by "Storage + Heat Pump + AI" [1][2] Group 1: Energy Solutions - Midea Energy provides comprehensive energy solutions across various sectors, including commercial, residential, large-scale storage, green buildings, and intelligent manufacturing through subsidiaries like Beijing Hekang New Energy and Shenzhen Kelu Electronics [1] - Kelu Electronics presented a range of products at the conference, including the Aqua-C series all-liquid cooling storage system and integrated energy management solutions [1] - Hekang New Energy focuses on new energy solutions, offering virtual power plants and energy trading platforms, along with residential energy solutions that create smart microgrids for homes [1][2] Group 2: AI and Technology Integration - Midea Energy introduced the next-generation AI energy management system and home energy stations, optimizing energy management through advanced algorithms and dynamic pricing [2] - The company has developed core technologies in the storage sector, including AI battery management and thermal management technologies, aiming for a full-link approach to energy supply, storage, and usage [2] - KUKA showcased automation solutions for the new energy sector, with a market share exceeding 25% for its heavy-duty robots [2] Group 3: Strategic Vision - Midea Group's Vice President and CTO, Wei Chang, emphasized the importance of integrating next-generation storage, heat pump solutions, and advanced AI technologies to drive the energy sector's growth [2][3] - The energy sector is positioned as a pillar industry for Midea Group, with ongoing investments in research and development to enhance sustainable growth [3] - The current energy system is viewed as a complex network requiring real-time optimization, with Midea Energy aiming to lead an "energy efficiency revolution" through its innovative technologies [3]

会议预告 第十八届高工锂电产业峰会 ——产业链格局重整 全场景应用共振 主办单位： 高工锂电、高工产业研究院（GGII） 会议时间： 2025年6月25-26日 会议地点： 常州·金坛万豪酒店 2025高工新能源新材料产业大会 —— AI+新材料 引领能源变革 会议时间： 2025年7月8日-9日 会议地点： 中国成都邛崃 锂电池产业链两端龙头正在同一新赛道上加速。宁德时代与赣锋锂业，正分别将重注押向 " 虚拟 电厂 " ，这标志着其商业模式正酝酿一场深刻变革 —— 从 供应商、 制造商向能源平台服务商转 型。 宁德时代正将其战略重心向电力系统深度延伸。该公司最新宣布，其零碳能源事业部将与香港大学 携手，共同推进 " 源网荷储一体化 " 及虚拟电厂的示范应用。近期也有交流纪要指出，虚拟电厂 与固态电池并列为宁德时代今年的研发投入核心。 这一布局与宁德时代最新的 " 零碳科技企业 " 定位高度契合。董事长曾毓群在港股上市时曾言， 公司正全力研究包括虚拟电厂在内的零碳电网技术。 愿景的背后，是迫切的现实需求。宁德时代不仅需要管理其遍布于 动力、储能电池、自建风光伏 电站、乃 至零碳工厂中的海量分布式 电源 资产， ...

会议预告 第十八届高工锂电产业峰会 ——产业链格局重整 全场景应用共振 2025高工新能源新材料产业大会 —— AI+新材料 引领能源变革 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 会议时间： 2025年7月8日-9日 会议地点： 中国成都邛崃 锂电池产业链两端龙头正在同一新赛道上加速。宁德时代与赣锋锂业，正分别将重注押向 " 虚拟 电厂 " ，这标志着其商业模式正酝酿一场深刻变革 —— 从 供应商、 制造商向能源平台服务商转 型。 宁德时代正将其战略重心向电力系统深度延伸。该公司最新宣布，其零碳能源事业部将与香港大学 携手，共同推进 " 源网荷储一体化 " 及虚拟电厂的示范应用。近期也有交流纪要指出，虚拟电厂 与固态电池并列为宁德时代今年的研发投入核心。 这一布局与宁德时代最新的 " 零碳科技企业 " 定位高度契合。董事长曾毓群在港股上市时曾言， 公司正全力研究包括虚拟电厂在内的零碳电网技术。 愿景的背后，是迫切的现实需求。宁德时代不仅需要管理其遍布于 动力、储能电池、自建风光伏 电站、乃 至零碳工厂中的海量分布式 电源 资产，更寻求商业模式的根本性突破。 首先，绿 电直连的顶层设计将平抑 ...

公用事业ETF紧密跟踪中证全指公用事业指数，中证全指行业优选指数系列从中证全指行业中选取符合 一定流动性与市值筛选条件的上市公司作为指数样本，以反映各个行业内较具代表性与可投资性的上市 公司证券的整体表现。 数据显示，截至2025年5月30日，中证全指公用事业指数(000995)前十大权重股分别为长江电力 (600900)、中国核电(601985)、三峡能源(600905)、国电电力(600795)、国投电力(600886)、川投能源 (600674)、华能国际(600011)、中国广核(003816)、浙能电力(600023)、华电国际(600027)，前十大权重 股合计占比58.61%。 此前，协鑫能科与蚂蚁数科已在公司及业务层面展开多次合作。2024年12月，双方战略性签约并合作完 成首单光伏绿色资产RWA。2025年3月，双方围绕能源 AI 发布能源时序大模型EnergyTS的光伏场景用 例，助力提升电力资源开发运营效率和衍生服务的收益率。 银河证券表示，稳经济措施提振电力需求，能源转型步伐加快。此外，宽松的货币政策有望带动市场利 率下行，降低财务费用，提升盈利能力。同时，电力资产具有业绩稳定性高、分 ...

经观汽车 端午节出行高峰期间，新能源汽车用户普遍面临充电难题。拥堵之外，更严峻的挑战是电量告急后在高 速服务区加入漫长的充电队伍。中国充电联盟2025年第一季度数据显示，消费者购车时，"充电便利 性"首次超越"续航里程"，跃居首要考量因素。 这意味着，行业的竞争赛道已从单纯的车辆性能，全面转向"补能效率"的硬实力比拼。这不仅是一个消 费偏好的转变，更标志着新能源汽车市场进入了下半场，从产品竞争转向"产品 + 生态 "的综合服务体 系竞争。车企的重资产投入方向正从生产线向能源基础设施转移，这将成为影响未来市场格局和盈利能 力的关键变量。 图片来源：汽车公社 顺应用户需求变化，"新能源品牌自建快充桩TOP10榜单"发布。区别于销量或性能榜单，该榜单聚焦用 户核心痛点——充电网络的覆盖范围与效率，更具实用性价值。榜单显示， 汽车品牌自建快充桩数量 前三甲为广汽埃安、蔚来和特斯拉。其中，广汽埃安凭借超1.5万根自建直流快充桩（覆盖全国 200+城，并在京沪、沈海等8条高速密集布桩）高居榜首，让车主长途出行充电更便捷、排队更少。 而在当下也有越来越多的车企投入到补能网络， 提升其广度、密度、效率及用户体验。 如蔚来凭借 ...

近日，中国新能源汽车领军企业比亚迪在资本市场再创新高。5月21日，比亚迪（002594.SZ）A股突破 并收于"400元/股"大关，其盘中最高触及404.0元/股，这也是比亚迪时隔一个月后再次突破历史新高。 此外，同股同权的港股比亚迪股份（01211.HK）股价近日亦不断刷新历史新高，截至5月21日收盘，日 内涨幅高达4.05%，报462.6港元/股。 值得关注的是，比亚迪在资本市场"大获全胜"的同时，也迎来了其发展史上的又一关键里程碑。2025年 5月16日，港股比亚迪股份正式被纳入恒生科技指数，不仅标志着其获得资本市场对"科技企业"身份的 权威认可，更预示着比亚迪在估值逻辑、资本关注度、国际品牌认知等多个层面的深刻重构。 这种由深度自研驱动的科技力，不仅为比亚迪赢得产品差异化竞争优势，也逐步改变了其在资本市场的 估值模型。 据测算，目前跟踪恒生科技指数的ETF总规模超过1700亿港元，按最高8%的权重测算，预计将有逾150 亿港元的被动资金流入比亚迪。这不仅将在短期内推升股价表现，更将引发长期投资者对其科技成长性 的重估。 此次入列恒生科技指数，将极大提升比亚迪在全球资本市场与消费者层面的品牌科技形象。其 ...

以市场规律为牵引 构建多元协同能源生态链 习近平总书记在民营企业座谈会上强调，新时代新征程民营经济发展前景广阔、大有可为。扎扎实实落实促进民营经济发展的 政策措施，是当前促进民营经济发展的工作重点。这一重要论述为新时代民营经济发展指明了方向。4月28日，《国家能源局关 于促进能源领域民营经济发展若干举措的通知》（以下简称《通知》）公开发布，引导民营经济在推进能源绿色低碳转型和建 设新型能源体系中做大做优做强。在加快构建新型能源体系的背景下，作为关乎国计民生的能源领域，必须充分释放民营经济 的创新活力与市场灵活性，形成国有经济与民营经济相互促进、共同发展的良好局面。《通知》遵循市场经济基本规律，促进 能源领域民营经济健康发展，为民营经济参与新型能源体系建设稳固市场根基、增强发展动能、激发市场活力提供坚实基础， 对于保障国家能源安全、推动能源结构优化升级、实现能源高质量发展具有重大战略意义。 一、稳基础：能源领域民营经济重要性凸显 我国能源行业基于计划经济体制演变而来。新中国成立以来，基本建立起包括煤炭、石油、天然气、电力、核能、可再生能源 等的多样化能源工业体系。在以打基础、搭架子、聚资源为主要特征的能源发展初 ...

Core Viewpoint - The article emphasizes the importance of promoting the development of the private economy in the energy sector, highlighting the strategic significance of the recent policy measures aimed at enhancing the role of private enterprises in building a new energy system in China [2][3]. Group 1: Importance of Private Economy in Energy Sector - The private economy has gradually become an effective supplement to the national energy security system, especially as the country moves towards a new energy system characterized by low-carbon and diversified energy supply [3][4]. - Private enterprises have shown significant advantages in emerging fields such as new energy, energy storage, and hydrogen energy, contributing over half of the exports in key green industries like new energy vehicles and lithium batteries [4][5]. Group 2: Advantages of Private Enterprises - Private enterprises possess unique advantages over state-owned enterprises, including flexible decision-making, strong innovation drive, market sensitivity, high capital utilization efficiency, and effective incentive mechanisms [5][6]. - The ability of private enterprises to quickly adapt to market changes and seize opportunities positions them as key players in the energy sector's transformation [5]. Group 3: Policy Measures to Support Private Economy - The recent policy measures aim to break down market entry barriers and deepen reforms in the energy sector, allowing private enterprises to participate more fully in high-barrier projects [6][7]. - The policy encourages mixed-ownership reforms, allowing private capital to invest in state-owned energy enterprises, thereby enhancing market vitality and innovation [6][7]. Group 4: Enhancing Market Fairness and Legal Protection - The policy emphasizes the establishment of a fair mechanism for resource acquisition and the enhancement of legal protections for private enterprises, ensuring their rights and interests are safeguarded [7][8]. - It also aims to provide guidance for private enterprises in the energy sector, encouraging innovation and international cooperation, particularly in renewable energy projects [8].

Core Insights - In 2024, the company reported a revenue of 9.796 billion yuan and a net profit of 489 million yuan, showing a decline year-on-year; however, the net profit excluding non-recurring items increased by 190.83% to 294 million yuan [1] - For Q1 2025, the company achieved a revenue of 2.933 billion yuan, a year-on-year growth of 21.49%, and a net profit of 254 million yuan, up 35.15% year-on-year [1] - The performance improvement is attributed to the active development and operation of distributed photovoltaic and energy storage projects, alongside a decrease in fuel prices enhancing the performance of coal and gas power plants [1] Business Development - The company has established a diversified energy asset portfolio, including combined heat and power, wind, and clean energy, forming a scalable energy service network [2] - As of March 2025, the total installed capacity of the company reached 5,978.01 MW, with renewable energy accounting for 58.23% of the total [2] - New projects launched in 2024 include a 73.95 MW wind project in Chongqing and a 240 MW gas-fired combined heat and power project in Guangdong [2] Energy Services Expansion - The company has significantly increased its energy services revenue, reaching 1.194 billion yuan in 2024, a growth of 337.25% [3] - The focus areas for energy services include energy efficiency services and trading services, with substantial growth in distributed photovoltaic projects [3] - In 2024, the company added 1,719.98 MW of distributed photovoltaic capacity, with significant contributions from both commercial and residential sectors [3] Trading and Storage Services - The company is enhancing its virtual power plant and energy trading services, with a controllable load scale of approximately 550 MW in Jiangsu province [4] - In 2024, the company participated in market trading services for 27.057 billion kWh of electricity, including 442 million kWh of green electricity [4] - The total scale of grid-side energy storage reached 650 MW/1300 MWh, with user-side storage at 11.75 MW/31.96 MWh by the end of 2024 [4] Technological Innovation - The company is leveraging AI innovations in virtual power plants and electricity trading, enhancing operational efficiency through intelligent load forecasting and strategy algorithms [6] - Collaborations with technology partners have led to successful projects, including the first domestic issuance of RWA based on photovoltaic assets [6] - The company aims to expand its energy efficiency and trading services while focusing on technological platform capabilities for future growth [6]