文 | 南都电源 目前，南都电源正式启动港股上市事项，标志着公司向着成为"A+H"上市的全球龙头企业迈出坚 实一步。 香港作为国际金融中心，汇聚了全球资本与资源。此次南都电源启动赴港上市事项的重要战略深 意，不仅是资本运作的突破，更是迈向国际化、实现跨越式发展的关键一步。 坚持二十余年全球化战略，南都电源储能业务已经遍及160个国家和地区，在欧洲、北美、澳 洲、日韩、中东等多个地区建立了本地化的销售服务中心，已具备全球储能项目落地销服一体化 支持能力。 南都电源在海外业务拓展的过程中不断加强产业纵向、横向的合作，构建了技术、资本等立体化 竞争优势，已经同海外能源电力集团、设计院、EPC公司、金融机构和上下游供应链等各方建立 了紧密的合作关系。 本次公司启动港股上市的核心目标将聚焦于海外市场的深度布局、国际业务版图的拓展以及境外 运营资金的补充。在资本与技术的双重驱动下，南都电源将继续引领储能行业变革，为全球"双 碳"目标贡献中国智慧。 相关阅读 搭载超大容量固态电池！南都电源8.338MWh储能系统发布 储能出货量超70GWh！南都电源全球十大重点项目一览 首次下降！一季度新型储能项目新增装机5.03GW/1 ...

插播 ：TOP10花落谁家？2024-2025用户侧储能项目TOP10榜单征集进行时，点击 上方二维码 进行申报 据行家说 储能不完全统计，2024年至今，已并网的用户侧储能项目近800个，超8.5GWh，总计规模达百MWh以上 的超35个。另外，用户侧储能 项目应用场景也愈发多元化，涵盖光储充、微电网、零碳园区...... 在用户侧储能由政策驱动向市场化价值驱动的关键转折点，为树立行业标杆、让优质项目脱颖而出， 行家说储能特联合权威机构进行"2024-2025 用户侧储能项目TOP10榜单"征集工作。 目前榜单各大奖项正持续申报中，截至目前已有阳光电源、融和元储、精控能源、弘正储能、鹏辉智慧能源、领储宇能、清安储能、睿电绿能、联 盛新能源集团、新巨能等多家企业带着各自的项目提交申报资料，行家说储能特甄选其中的部分项目进行报道。 用户侧储能TOP10申报项目，快来盘 （以下仅为部分项目，排序不分先后） ↓↓↓ ■ 阳光电源： 龙腾特钢用户侧储能项目 由阳光电源参与建设的 龙腾特钢用户侧储能项 目，总规模 20MW/40MWh ，位 于江苏省常熟市。 该项目实现了"光伏+储能+售电"一体化建设模式，预计年发电1 ...

Signs Over 10% of Statewide Installers in One Quarter; Solartek Deal Expands Distribution FootprintSAN DIEGO, April 23, 2025 (GLOBE NEWSWIRE) -- NeoVolta Inc. (NASDAQ: NEOV), U.S.-based energy technology company delivering scalable storage for resilient residential and commercial power infrastructure, today announced unprecedented growth in Texas. “Texas is a key market for us, and with new product introduction in the last quarter, we’ve onboarded over 10% of Texas’s solar installers as NeoVolta Certified D ...

Financial Data and Key Metrics Changes - In Q1, the company achieved record gross profit for its energy storage business despite a sequential decline in deployments [39] - Auto margins declined sequentially due to a reduction in total deliveries, lower fixed cost absorption from factory updates, and lower regulatory credit revenues [39][40] - Other income saw a significant reduction due to a Bitcoin mark-to-market loss of $472 million compared to a gain in Q4 [43] Business Line Data and Key Metrics Changes - The energy storage business reached a record gross profit, highlighting its importance in the current environment [39][40] - The automotive segment faced challenges with vehicle deliveries due to factory updates and vandalism impacting brand perception [35][36] - The company is experiencing supply constraints with the new Powerwall 3, which has received positive customer feedback [41] Market Data and Key Metrics Changes - The company has localized supply chains in North America, Europe, and China, positioning itself better than competitors regarding tariffs [17][45] - The Model Y has been rated as the most American-made car, with approximately 85% USMCA compliance [45] Company Strategy and Development Direction - The company is focused on large-scale autonomous vehicles and humanoid robots, predicting significant value creation from these innovations [11][12] - The strategy includes regionalizing supply chains to mitigate risks from tariffs and political biases, with over 85% North American content in high-volume vehicle programs [141] - The company aims to launch affordable models and enhance the flexibility of its production lines to adapt to market demands [52][94] Management's Comments on Operating Environment and Future Outlook - Management remains optimistic about the company's future despite near-term challenges, emphasizing the importance of executing well to achieve long-term goals [11][12] - The company expects to see the financial impact of autonomy materialize in the second half of next year, with a significant ramp-up in autonomous vehicle deployment [14][59] - Management acknowledges the challenges posed by tariffs and brand image but believes that providing the best product at a competitive price will be a winning strategy [52] Other Important Information - The company is making progress with its Optimus robot initiative, expecting to scale production to millions of units per year by 2030 [24] - The energy business is projected to scale to terawatts per year, indicating strong demand for energy storage solutions [27] Q&A Session All Questions and Answers Question: What are the highest risk items on the critical path to robotaxi launch and scaling - The company is focused on ensuring the Model Y can perform paid rides fully autonomously in Austin by June, with rapid scaling expected thereafter [58][59] Question: When will FSD Unsupervised be available for personal use on personally-owned cars - The company aims to have FSD Unsupervised available in several cities in the US by the end of this year, emphasizing safety as a priority [88][90] Question: Is Tesla still on track for releasing more affordable models this year - The company is still planning to release new models this year, although the ramp-up may be slower than initially hoped due to industry turmoil [92][94] Question: Does Tesla see robotaxi as a winner-take-most market - The company believes it will dominate the robotaxi market due to lower costs and high volume production compared to competitors like Waymo [96][99]

插播 ：储能荣耀之战，优质项目值得被看见！2024-2025用户侧储能项目TOP10榜单征集进行时，点击 阅读原文 进行申报 2025年，新能源全面入市、储能向交易型转变，工商业储能真正走向"投资考核期"、"项目验证期"。 纵向比较2024-2025年已投运的工商业储能电站项目，呈现出以下3大发展态势： 3大态势 ■ 单体装机跃升百兆瓦时级 工商业储能单体大项目越来越多。据行家说储能不完全统计，2024年1-11月超百兆瓦时级的工商业储能项目 超20个 ，总计约 1.12GW/3.12GWh；2025年一季度，对外公布的 已有 15个 百兆瓦时级以上的用户侧储能项目，总规模达 1.177GW/4.014GWh。 ■ 应用场景深度细分化 工商业储能项目所涉及的应用场景越来越多样化，除了传统的高耗能企业和零碳园区，光储、光储充、分布式光伏配储、微电网等多样化应用场景 兴起。据CESA储能应用分会产业数据库不完全统计，2025年1季度储充/光储充/应急电源/分布式光伏配储/微电网储能等装机为 141MW/405.84MWh，容量占比达 21.09% 。 ■ 重点行业集中度提升 工商业储能项目重点行业的应用集中度也在 ...

-广告- 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~ 大容量电芯竞争进入新阶段，瑞浦兰钧392Ah电芯重构储能价值 近日，瑞浦兰钧在北京发布了新一代大容量储能电芯问顶®392Ah及PowtrixTM6.26MWh储能系 统。 工商业深谷电价0.25元/度！午间新能源消纳增加5.8GW！山东首创"五段式"分时电价政策 行业一周热点新闻 4月15日上午，山东省人民政府新闻办公室举行"抓改革创新 促高质量发展"主题系列新闻发布会 第十七场，邀请山东省发展和改革委员会负责同志等介绍山东深化分时电价改革，促进新能源消 纳和惠企利民情况，并回答记者提问。山东省发展和改革委员会副主任刘勇介绍，山东省在全国 范围内率先建立并实施了"五段式"分时电价机制。 所谓"五段式"，就是将1天分为尖、峰、平、谷、深谷五个时段，根据不同时段的电力供需情 况，实行差异化的电价政策，目的在于引导用户削峰填谷、优化电力资源配置。 "五段式"分时电价政策简单来讲，就是将1天分为尖、峰、平、谷和深谷五个时段，以2025年4 月份35千伏一般工商业电价为例，低谷时段为10:00至15:00，电价为每度0 ...

Core Viewpoint - A securities class action lawsuit has been filed against Fluence Energy, Inc. for allegedly misleading investors regarding the company's financial health and relationships with key partners [1][2]. Group 1: Lawsuit Details - The lawsuit was filed in the United States District Court for the Eastern District of Virginia on behalf of all individuals or entities that purchased Fluence Energy securities between November 29, 2023, and February 10, 2025 [1]. - The complaint alleges that the defendants made false or misleading statements and failed to disclose critical information about the company's declining relationships with Siemens AG and The AES Corporation [2]. Group 2: Allegations Against the Company - Specific allegations include that Siemens Energy accused Fluence Energy of engineering failures and fraud, which could impact the company's revenue and margins [2]. - The lawsuit claims that the company's reported growth and financial results were inflated due to the impending divestment by Siemens and AES, leading to a lack of reasonable basis for the company's positive statements regarding its battery energy storage business [2]. Group 3: Investor Actions - Investors who acquired shares of Fluence Energy are encouraged to contact the law firm Gainey McKenna & Egleston before the lead plaintiff motion deadline on May 12, 2025 [3].

SAN DIEGO, April 11, 2025 (GLOBE NEWSWIRE) -- NeoVolta Inc. (NASDAQ: NEOV), a U.S.-based energy technology company delivering scalable storage, for resilient residential and commercial power infrastructure, is pleased to share that its strategic partner, Virtual Peaker, a leading virtual power plant software company, has officially announced the companies' collaboration to enhance grid resilience and accelerate the adoption of distributed energy resources. Virtual Peaker's AI-powered platform optimizes batt ...

SAN DIEGO, April 11, 2025 (GLOBE NEWSWIRE) -- NeoVolta Inc. (NASDAQ: NEOV), a U.S.-based energy technology company delivering scalable storage, for resilient residential and commercial power infrastructure, is pleased to share that its strategic partner, Virtual Peaker, a leading virtual power plant software company, has officially announced the companies’ collaboration to enhance grid resilience and accelerate the adoption of distributed energy resources. Virtual Peaker’s AI-powered platform optimizes batt ...

插播 ：直击3000+精准用户群，2025全球用户侧储能产业价值峰会暨应用示范展6月启幕！点击" 阅读原文 "了解 昨日，行家说储能报道了科林电气、中国能建签单（ 点这里 ），今日又有2企宣布签订重要合作协议。 在美国对华加征104%关税于今日生效的背景下，这2起订单背后多了几分意义： ■ 云能魔方：签日本储能大单 4月9日，云能魔方与日本诺亚签署战略采购仪式。根据协议，日本诺亚将向云能魔方采购总计 2GWh电网调频储能系统及1000套储能型充电桩 。 云能魔方相关产品和技术在日本市场的应用，将填补日本新能源产业的"技术短板" ： 本次合作的 电网调频储能系统 ，采用云能魔方基于高速实时网络的场站级系统控制技术，支持多种电网调控模式，可实现多台设备高同步低延时控制，缩短一次 调频时间50ms以上；采用云能魔方基于AI算法的电池安全预警管控技术，可提前28天高准确率预警电池异常信息，提前24小时识别热失控电芯，算法准确率 ≥95%。 本次合作的 储能型充电桩 ，采用云能魔方高度集成的储充一体化设计、全液冷直流耦合技术，单台设备最大存储209kWh，单枪直流最大充电功率可达 200kW，可满足3~5辆汽车的快充需 ...