Core Viewpoint - Aik Shares plans to acquire 100% equity of Dongguan Silicon Xiang for 2.2 billion yuan, aiming to strengthen its second growth curve and expand its business into the data center liquid cooling sector [2][6]. Group 1: Acquisition Details - The acquisition will be executed through a combination of issuing shares and cash payments to 23 transaction parties, including Yan Ruohong and others [3][5]. - The stock of Aik Shares will resume trading on December 3 [3][5]. Group 2: Business Strategy and Growth - Aik Shares, primarily engaged in outdoor smart lighting and cloud control systems, has been seeking business transformation since its listing in September 2020 due to industry limitations [6]. - The company initiated a strategic upgrade in the new energy vehicle sector in 2021, focusing on capital and technology to deepen its industrial layout through multiple strategic acquisitions [6]. - Aik Shares expects that by 2025, revenue from its new energy business will exceed 50% of total revenue [6]. Group 3: Target Company Overview - Dongguan Silicon Xiang specializes in the research, design, manufacturing, and sales of products related to cell signal acquisition and thermal management [6]. - Its main products include CCS integrated busbars, FPC flexible circuit boards, heating films, and insulation cotton, with a focus on expanding into liquid cooling products [6]. - The target company's liquid cooling products are projected to generate revenue starting in 2024, with rapid growth anticipated in 2025 [6]. Group 4: Client Base and Market Position - Dongguan Silicon Xiang has established a robust client network across various application fields, including new energy power batteries and data centers, with long-term partnerships with well-known companies [7][8]. - The client base includes major players in the new energy battery sector such as CATL and BYD, as well as automotive manufacturers like Xpeng Motors and Geely [8]. - The acquisition is seen as a significant move for Aik Shares to enhance its capabilities in the new energy battery and vehicle sectors, leveraging synergies with existing clients [8].

Core Viewpoint - The A-share market is expected to see an early "spring rally" in 2026, driven by positive factors from policy, fundamentals, and liquidity, with a focus on balanced allocation across growth and cyclical sectors [1][2][4] Group 1: Market Trends - The "spring rally" in early 2025 was characterized by a rebound after a quick drop in January, with major indices showing upward trends for two months [2] - Analysts believe that the "spring rally" in 2026 may be advanced due to a "learning effect" in the market and the later timing of the 2026 Spring Festival, leading to potential early positioning by investors [2][3] - Historical analysis indicates that the performance of the "spring rally" is positively correlated with the overall market performance for the year, suggesting that sectors that perform well in December may underperform in the subsequent "spring rally" [3] Group 2: Sector Allocation - Institutions recommend a balanced allocation between growth and cyclical sectors, with a focus on military, AI applications, chemicals, and resource products [1][4] - Specific recommendations include focusing on high-value growth areas such as aerospace equipment and the AI industry chain, while also considering cyclical sectors like chemicals and energy metals [4] - The technology sector is expected to maintain a long-term advantage, with particular attention on military, media (gaming), AI applications, and core AI hardware for investment opportunities [4][5]

本次交易预计构成重大资产重组。 12月2日晚间，爱克股份（300889）公告，拟通过发行股份及支付现金的方式收购新能源电池热管理企业东莞市硅翔绝缘材料有限公司（简称"东莞硅 翔"）的100%股权，并向不超过35名特定投资者发行股份募集配套资金。经交易各方协商，东莞硅翔100%股权交易价格暂定为22亿元。本次交易预计构 成重大资产重组，公司股票将于12月3日复牌。 据了解，本次并购更深层的战略价值在于，爱克股份将借此切入新能源汽车与储能领域的热管理赛道。通过整合东莞硅翔（热管理材料及组件）、佛山永 创翔亿（电池安全材料）及无锡曙光（精密结构件），爱克股份已构建覆盖电池"热管理-安全-结构"的完整产品矩阵。 值得注意的是，东莞硅翔已成功切入液冷热管理这一前沿高增长赛道，积极拓展了液冷板、液冷散热机组（CDU）、浸没式液冷机组等液冷产品线，液 冷产品已于2024年开始实现收入，且在2025年快速增长。随着新能源汽车快充、高能量密度电池及储能电站、数据中心、AI智算中心及互联网云服务商 的规模化发展，高效的液冷技术正从"可选"变为"刚需"，市场空间广阔。 据悉，东莞硅翔在液冷领域的布局，并非停留在规划阶段，其相关业务 ...

12月1日，有媒体报道，海博思创计划2026年借助金融租赁实现50GWh独立储能电站投资，这是企业以创新金融工具破解资金瓶 颈、在低价竞争中求量的典型探索。 此前一个月，成立仅6年的"凯博系"公司果下科技二次递表港交所，其参与的"大储能生态联合体"将储能轻资产模式推向公众视 野。 行业发展似乎正在发生改变，轻资产玩法究竟能否突破低价之困？ 价格博弈仍激烈 尽管今年前三季度全国新型储能装机量达32.8GW，同比激增178%，但低价竞争难以扭转。国内储能系统中标均价从2022年1.6 元/Wh跌至2025年0.65元/Wh乃至更低。 不止于此，激烈的价格竞争已从国内蔓延至海外。在近日的公开场合，宁德时代董事长曾毓群直言："行业内的玩家不仅'卷'国 内，还'卷'到国外，欧美和中东GWh级大项目中，部分企业降价30%且承诺寿命增加50%。" 尽管远期需求提振资本市场，价格战冲击直观可见。表面上，随着机制电价落地，精细化管理带来优质项目，但大部分地区的 商业模式不明朗，海外市场依赖价格与售后竞争等继续影响行业"外热内冷"的表现。 在此背景下，储能系统集成环节的企业创新不断涌现，而这，也是低价压力下用商业模式创新对冲规模 ...

Core Viewpoint - China Green Development Investment Group announced the successful grid connection of the Wuhai 200,000 kW/800,000 kWh energy storage power station, marking it as the largest independent new-type energy storage project using semi-solid lithium batteries in China [1][2] Project Overview - The Wuhai energy storage power station is the first large-scale energy storage project in Inner Mongolia to utilize semi-solid lithium iron phosphate battery technology, covering an area of approximately 100 acres and consisting of 160 energy storage battery cabins and 40 integrated converter and booster cabins [1][2] - The energy storage station is expected to deliver 189 million kWh of clean electricity to the grid annually [1][2] Key Advantages - The project boasts three core advantages: high safety, long endurance, and high energy density [1][2] - It enables flexible scheduling of "daytime energy storage and nighttime peak shaving," significantly enhancing the stability of the power system and ensuring that local green electricity can be generated, transmitted, and utilized effectively [1][2] Impact on Power System - The Wuhai power grid serves as an important hub for the Mengxi power grid, and its operational stability directly affects the reliability of power supply in surrounding areas [1][2] - The integration of the energy storage station acts as an "elastic buffer" for the grid, playing a crucial role in peak shaving, smoothing fluctuations, and ensuring power supply, thereby addressing challenges posed by large-scale renewable energy integration in Wuhai and surrounding regions [1][2] - This project provides critical support and serves as a demonstration model for constructing a new type of power system that integrates source, grid, load, and storage [1][2]

Policy Planning - Ningxia's 14th Five-Year Plan emphasizes the promotion of new energy consumption models and the multi-dimensional interaction of source, grid, load, and storage [1][12] - Shenzhen, Guangdong, is soliciting opinions on measures to accelerate the development of virtual power plants, aiming to integrate distributed photovoltaic projects into the virtual power plant management platform [1][12] Key Enterprises - CRRC Zhuzhou Institute has successfully achieved mass production and delivery of its new generation 6.X energy storage platform, with a 6.25MWh battery cabin and a matching 6.25MW integrated boost converter [1][13] - Huawei Digital Energy has completed large-scale combustion testing of its commercial liquid-cooled energy storage solution, setting a new safety benchmark in the industry [2][14] Project Progress - Qinghai Province has announced its first batch of 2.2GW green electricity direct connection projects, totaling 2237.93MW, including various types such as photovoltaic and wind power [4][16] - The world's first single-channel gravity energy storage equipment has successfully connected to the grid in Xiangjiadang, marking a significant technological breakthrough in gravity energy storage [4][16] - The 200MW/800MWh independent energy storage project in Xinjiang has completed the installation of key equipment, laying a solid foundation for its commissioning [4][16] - Wolong New Energy is investing 804 million yuan in a grid-side independent energy storage demonstration project in Baotou [6][18] - The largest independent new energy storage power station in Inner Mongolia, with a capacity of 500MW/2GWh, has been put into operation [6][19] Overseas News - Statera Energy has secured £235 million in debt financing for its 680MW/1360MWh battery storage project in Manchester, UK, expected to start construction in autumn 2025 [8][21] - Greece's electricity market has become the fourth cheapest in Europe, with a price of €101.19 per MWh, benefiting from sufficient gas-fired generation resources [8][23]

"从全国范围看，电网侧储能在新型电力系统建设中扮演着关键角色。它是保障电力系统安全稳定运行的重要支撑，可以 平抑新能源发电波动，提升电网灵活性和可靠性；是促进新能源消纳的重要手段，解决新能源发电间歇性和不确定性带来 的'弃风弃光'问题；同时，其也是推动能源转型的重要力量，助力构建以新能源为主体的新型电力系统。"袁帅认为。 对于卧龙新能而言，该项目是公司储能业务战略布局的关键落子。根据卧龙新能公开信息，公司已通过收购整合构建起覆 盖储能系统集成、电芯研发、构网型技术的全产业链能力，形成"发电—储能—氢能"协同发展闭环。此前公司在包头达茂旗推 进的500MW风电+储能项目已开工建设，此次威俊储能项目的落地，将与既有项目形成协同效应，进一步巩固其在内蒙古新能 源市场的布局。 上海市海华永泰律师事务所高级合伙人孙宇昊律师认为，此次卧龙新能投资的电网侧独立储能项目，与公司现有新能源业 务存在显著的产业协同效应，符合其整体战略布局。从产业链协同看，包头威俊项目能够提升公司风光发电项目的消纳能力和 电网友好性；同时，公司自有的储能系统集成、电芯研发及构网型技术能力可直接应用于该项目，形成技术闭环。 （编辑 乔川川） 12月 ...

（来源：储能网） 导语：西班牙披露的总规模最大，为9GWh，容量占比17.48%。 中国储能网讯：2025年11月，CESA储能应用分会产业数据库追踪到33起海外储能项目建设动态事件，总规模为51.49GWh，涉及Sunotec、Eku Energy、 LP Renewables、MEGA、Generadora Metropolitana、Engie、Enlight、Statera Energy、SECI、Potentia Renewables、Acciona Energía、Masdar、RRVUNL、 Infinity Power、ACWA Power、 Leag、Baltic Storage Platform、Eku Energy、Energy Vault等全球能源投资方/开发商，建设地点位于智利、英国、印度、西 班牙、乌兹别克斯坦、美国、加拿大、德国、澳大利亚、爱沙尼亚、埃及、阿联酋等全球20多个国家。 | 2025年11月海外储能项目建设动态 | | | | | | --- | --- | --- | --- | --- | | 数量总计 | | 规模总计 | | | | 33起 | | 51.49 ...

Core Insights - The energy storage industry is experiencing a market-driven spring due to multiple factors such as policy relaxation, market empowerment, and cost reduction [1] - Global energy storage companies are accelerating capacity expansion and technological collaboration to seize market opportunities [1] Group 1: Market Trends and Predictions - According to Guoxin Securities, the global energy storage installed capacity is expected to reach 221 GWh, 191 GWh, and 190 GWh from 2025 to 2027, corresponding to a market value of approximately 178.7 billion, 155 billion, and 153.3 billion yuan [1] - The demand for energy storage in North America is driving LG Energy Solution to increase its total battery capacity target from 30 GWh to 50 GWh, representing an increase of over 60% [5] Group 2: Company Collaborations and Projects - GG Industries has signed a strategic cooperation agreement with Goldwind Technology to establish a battery energy storage system (BESS) production line with an annual capacity of 5 GWh, primarily for commercial and grid storage [2][4] - LG Energy Solution has a pending order of approximately 120 GWh for energy storage batteries as of the end of Q3 [5] Group 3: Global Capacity Expansion - The global expansion of energy storage capacity is evident from various companies, including CATL and Stellantis, which are establishing a battery factory in Spain with a planned capacity of 50 GWh [7] - Samsung SDI plans to increase its energy storage battery capacity in the U.S. to 30 GWh by the end of 2026 [8] Group 4: Regional Developments - In Europe, companies like Cegasa Energía and Skeleton Technologies are actively expanding their production capacities, with Cegasa planning an initial capacity of 600 MWh and Skeleton investing in a 1 GW super battery factory [10][12] - The current global energy storage capacity construction is characterized by regional decentralization, large-scale expansion, and technological collaboration [12]

温馨提示： 投稿/合作/找圈，请联系hjs-Cindy，13609002797 lementa 金刚3 是天合储能自主研发的全新一代高性能储能系统，覆盖从电芯、电池舱到AC侧系统的全栈式研发、制造与交付体系。系统采用587Ah大容量 天合芯，能量密度高达417Wh/L实现20英尺空间6.25MWh的超聚能集成能力，LCOS降低12.5%。叠加肩并肩与背靠背排列设计，使场站综合能量密度提 升24.7%，占地面积减少20%。 自研10MW PCS和MV集成的40尺一体机，提升功率密度，自研6.25MWh直流舱，支持多支路设计，可在超4小时系统中实现跨PCS控制，给客户提供最成 熟且安全的整体解决方案，PCS实现10ms快速功率响应，有功无功灵活调控，助力辅助服务收益，具备构网控制能力，可实现并离网无缝切换。 ▋ 精控能源： OmniCube-L261-125K-P 精控能源OmniCube-L261是一款高度集成的模块化液冷工商业储能系统，集PCS、电池、EMS及消防于一体。其采用创新翼片式液冷技术与全栈自研核心 部件，具备优异的热管理性能与动态响应能力，为工商业场景提供安全、高效、长寿命的一体化储能解决方案。 ...