公司深耕新能源领域，坚持"绿色事业、定能辉煌"的发展信念，在光伏行业"内卷化"竞争的挑战下，公 司实施"反内卷"策略，管理层通过组织变革和精细化管理提升管理效率，并积极拓展新兴业务储能业务 板块。近年来，公司不断升级储能技术和产品，研发了一体化液冷储能系统机柜NE233L、NE261L和 N20HC5000等系列储能产品，并重点布局海外大型储能与工商业储能和光储微网，通过发展当地代理 商、搭建自主销售渠道等方式逐步完善国际化网络。 格隆汇12月8日丨能辉科技(301046.SZ)公布，公司基于海外储能业务的战略布局，公司于近日与海外合 作方欧洲某公司（简称"X公司"）签署了350MWh储能框架合同及第一批销售合同，双方约定350MWh 合作目标，公司在2026年度向X公司销售包含电池储能系统（BESS）的相关产品。 ...

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ | 鑫椤会议： | | --- | 会议主办：鑫椤资讯 会议时间：2026年3月19-20日 会议地点：江苏·常州 会议咨询： 13248122922(微信同） 日前， 中国燃气与亿纬锂能（300014.SZ）在亿纬锂能仲恺总部举行战略合作签约仪式。 此前，双方已开展深度项目合作，共同打造的巴斯夫杉杉长沙基地40MW/80MWh新型储能电站、江 阴海达橡塑20MW/45MWh储能电站等标杆项目成 功投运，不仅验证了技术集成与商业模式的可行 性，更夯实了彼此合作的信任基石。其中，巴斯夫杉杉长沙基地储能电站采用亿纬锂能电芯和中国燃气 EMS，成为湖南省用户侧储能的示范标杆。 根据协议，双方将以"优势互补、资源共享、互利共赢"为原则，聚焦三大核心领域深化合作。在技术 研发层面，中国燃气将发挥风光储分布式能源、生物质及绿色低碳平台的优势，与亿纬锂能在电池全体 系解决方案上的领先能力相结合，联合开发储能系统与生物质能源的耦合技术，推动低碳能源管理平台 商业化应用。 按照规划， 双方将在一年内实现1GWh电芯或储能直流侧产品的订单 ...

华安证券近日发布电力设备行业周报：本周硅片价格小幅下跌，电池片、组件价格稳定。海外市场需求 延续强劲，对电池片价格形成一定支撑，上游价格走势小幅震荡。海外订单与政策环境仍是支撑产业链 的主要动力，短期价格有望维持坚挺。 以下为研究报告摘要： 主要观点： 光伏：产业链价格维稳，国内招投标有序推进 产业链价格维稳。本周硅片价格小幅下跌，电池片、组件价格稳定。海外市场需求延续强劲，对电池片 价格形成一定支撑，上游价格走势小幅震荡。海外订单与政策环境仍是支撑产业链的主要动力，短期价 格有望维持坚挺。 风电：国内招投标高景气延续，项目集中落地支撑产业链高景气 全球大储招标数据持续火热，储能电芯价格上涨验证储能下游需求火热。国内大储迎来经济性奇点后需 求非线性增长，美国数据中心用电激增带动大储需求，欧洲户储需求温和复苏，新兴市场户储需求超预 期，建议关注大储以及海外户储预期修复。 氢能：首个电网侧电氢协同储能项目并网，中车兆瓦级PEM制氢系统下线 IMO减排目标+欧洲碳税推动全球船运行业开启绿色转型，绿色甲醇前景可观。氢能产业发展态势良 好，要素保障体系加速构建。氢能融资难度降低，国家支持新技术持续研发，整体氢能行业发展 ...

Core Viewpoint - The company, Nenghui Technology, has signed a framework contract for 350MWh of energy storage with a European partner, aiming to enhance its overseas energy storage business and expand its international network [1] Group 1: Strategic Developments - The company has established a strategic layout for its overseas energy storage business by signing a framework contract and initial sales contract for 350MWh with a European company [1] - The collaboration aims for the company to sell battery energy storage systems (BESS) products to the partner by the year 2026 [1] Group 2: Business Strategy - The company is committed to the renewable energy sector, adhering to the development belief of "green business, definite brilliance" [1] - In response to the competitive challenges in the photovoltaic industry, the company has implemented an "anti-involution" strategy, focusing on organizational transformation and refined management to enhance operational efficiency [1] Group 3: Product Development - The company has been continuously upgrading its energy storage technology and products, developing integrated liquid-cooled energy storage system cabinets such as NE233L, NE261L, and N20HC5000 [1] - The company is focusing on large-scale energy storage and commercial energy storage, as well as solar-storage microgrids, by developing local agents and building independent sales channels to gradually improve its international presence [1]

Core Viewpoint - The company has signed a framework contract for 350MWh energy storage and the first batch sales contract with a European partner, aiming to sell battery energy storage systems (BESS) products by 2026 [1] Group 1 - The company has established a cooperation target of 350MWh with the overseas partner [1] - The sales of related products will include battery energy storage systems (BESS) [1] - The agreement outlines a timeline for sales to commence in the fiscal year 2026 [1]

Core Viewpoint - The collaboration between China Gas Holdings Limited and Luanchuan Xinshi Boyuan Mining Co., Ltd. on a 15MW/30MWh commercial energy storage project is a significant step towards optimizing energy structure and achieving low-carbon production in the mineral processing industry [1][2] Group 1: Project Overview - The energy storage project is designed to address the high energy consumption characteristics of multi-metal mining, aiming to create an efficient and green energy system for Luanchuan Xinshi Boyuan [1] - The project includes 6 DC cabins and 4 power conversion systems, tailored to meet the electricity load characteristics of the mining production line [1] Group 2: Technical Specifications - The project utilizes a fully liquid-cooled lithium iron phosphate system with a charge and discharge efficiency exceeding 87% [2] - The liquid cooling temperature control technology maintains battery temperature within ±3℃, ensuring stable output in the complex environment of the mining workshop [2] - The system features a "black start" capability, allowing it to supply power to mining equipment during grid failures, preventing resource waste and production stoppages [2] Group 3: Economic and Environmental Impact - Once operational, the energy storage project will significantly reduce electricity costs for mining production through peak shaving and valley filling, while enhancing the efficiency of electricity resource utilization [2] - The project aims to reduce carbon emissions from fossil energy consumption, helping the company establish a green production image in the multi-metal mining sector [2] Group 4: Future Outlook - China Gas Holdings Limited views the project as an important layout in the mineral processing field and plans to continue exploring energy transition needs in the resource processing industry [2]

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤储能 资讯~ 文 ｜朱玥 许琳 任佳玮 储能需求爆发的大背景下，制造业环节的盈利能力仍处于历史低位的情况是不合理和不可持续的。当 前终端IRR水平较高，预计可接受10-15分/Wh的利润让渡。我们预计2026年制造业环节价格将上涨 10-15分/Wh，税后对终端电站的成本上涨12分/Wh，这对于下游需求的影响是可控的，但中游制造 业利润将大幅增厚，看好储能需求驱动下，制造业上下游量价齐升、共振受益。 国内储能对上游涨价的可接受空间较大 经济性驱动下，国内储能需求旺盛，储能项目招标数据同比大幅增长。锂电部分环节（电芯、6F等）受需 求拉动出现涨价，市场中随之出现"涨价抑制需求"的质疑， 我们本篇报告将测算国内储能电站对上游涨价 空间的接受度，并对未来各环节利润分配进行展望。 以国内储能招标较多的省份（河北、甘肃、内蒙、宁夏、山西、山东、新疆等）为例，我们结合各省招标量 对主要省份的加权平均IRR进行测算。 在当前储能系统集成价格0.5元/Wh，EPC价格0.8元/Wh的假设 下，全投资IRR加权平均为9.58%，资本金IRR加权平均1 ...

（文章来源：每日经济新闻） 碳中和50ETF（159861）跟踪的是环保50指数（930614），该指数从中国A股市场中筛选出50家在环境 保护、清洁能源与节能技术等领域具有代表性的企业。指数成分股涵盖环境治理、可再生能源开发等多 个绿色经济子行业，旨在全面反映环保产业相关上市公司的整体表现。 华安证券指出，光伏行业2025年1-10月新增装机量达252.87GW，同比增长39.48%，三季度起盈利有望 修复。海外市场需求强劲支撑电池片价格，短期价格或维持坚挺。风电领域国内招投标高景气延续，金 风科技、远景能源等中标国家电投1084MW海上风电项目，明阳智能斩获700MW风光制氢订单。储能 方面，发改委新规明确储能盈利模式，国内大储需求非线性增长，美国数据中心用电激增带动需求，欧 洲户储温和复苏，全球储能电芯价格上涨验证下游需求火热。氢能产业加速发展，绿色甲醇项目签约及 氢能无人机获海外订单显示应用场景拓展，制氢、储运环节受政策支持。电网设备投资持续增长，前10 月电网工程投资额同比增7.2%，特高压项目开标金额达165.39亿元，清洁能源外送基地建设推进。 ...

Core Insights - Guoxia Technology (02655) is ranked among the top eight energy storage suppliers globally, focusing on AI-driven internet energy storage, achieving significant revenue growth [1][2] - The company reported a revenue increase from 142 million RMB in 2022 to 314 million RMB in 2023, marking a 121% year-on-year growth, and projected revenues of 1.026 billion RMB in 2024, representing a 227% increase [1] - In the first half of 2025, the company achieved 691 million RMB in revenue, a staggering 663% increase compared to the same period last year, exceeding the total revenue of 2023 [1] Revenue Growth Drivers - The rapid growth in performance is attributed to the company's focus on research, production, and service of energy storage systems, leveraging AI technology throughout the energy storage lifecycle [2] - Guoxia Technology's proprietary digital energy management platforms, such as Safe ESS and Hanchu iESS, enhance energy efficiency, system stability, and customer experience, addressing industry pain points [2] - The company's global strategy and successful market expansion into regions like Europe have significantly supported its revenue growth [2] Future Outlook - The global demand for AI computing power and the transition towards renewable energy are expected to create a trillion-dollar energy storage market, providing substantial growth opportunities for the company [3] - Guoxia Technology plans to use raised funds to enhance R&D capabilities, expand production capacity, and build overseas operations, solidifying its leading position in the AI internet energy storage sector [3] - The company is pioneering in the "AI robot safety" sector, aiming to develop intelligent safety protection systems for human-robot collaboration, which could open up a new market worth hundreds of billions [3]

此外，果下科技前瞻性地布局了"AI机器人安全"这一关系人类文明的赛道，且为全球首家涉足该领域的 企业。公司将储能领域积累的AI算法、边缘计算、实时数据处理和能源保障等核心技术进行战略迁 移，致力于开发面向人机协同环境的智能安全防护系统。随着工业自动化和智能机器人应用的日益普 及，机器人作业安全已成为亟待解决的关键问题。果下科技的入局，有望凭借其技术优势，为制造业、 物流仓储等领域提供革命性的安全解决方案，。 作为 AI 互联网储能领域的成长龙头，果下科技以技术与市场为支撑持续突破，远期将拓展 "AI 机器人 安全" 赛道，有望开辟千亿级新市场。 智通财经APP讯，果下科技（02655）是全球排名前八位的储能供应商，专注于AI互联网储能领域，凭 借其独特的技术路径与全球化战略布局，实现了可观的业绩增长表现。最新财务数据显示，公司主营业 务收入在过去三年持续攀升：2022年收入为1.42亿元人民币，2023年跃升至3.14亿元，同比增长高达 121%；2024年全年收入达到10.26亿元，同比增幅扩大至227%。尤为亮眼的是2025年上半年，公司实现 营业收入6.91亿元，相较去年同期的9026万元，同比暴增66 ...