近日，江苏省工信厅公示2025年度绿色制造名单，扬州经济技术开发区（以下简称"扬州经开区"）8家 企业跻身省级绿色工厂行列，标志着扬州经开区在推动产业绿色转型、提升发展"含绿量"方面取得新进 展。新晋的绿色工厂包括潍柴动力扬州柴油机有限责任公司、扬州新概念电气有限公司、扬州阿特斯太 阳能电池有限公司等，它们不仅是区域经济的重要支撑，更是扬州经开区构建"政策引领+项目驱动"双 轮机制、建设智慧零碳园区的生动实践。 作为江苏省首批零碳园区试点，扬州经开区自2023年启动零碳园区建设以来，以系统性思维构建绿色低 碳发展体系。通过编制《智慧零碳示范园区建设实施方案》等政策文件，扬州经开区明确了"3+3"试点 布局，遴选晶澳、阿特斯等龙头企业以及综保区、港口物流园等重点区域，推进光伏、储能、氢能等绿 色能源项目落地。截至2024年底，全区已并网光伏装机容量超300兆瓦，年发电量达3.3亿千瓦时，相当 于节约标煤9.8万吨，减排二氧化碳26.6万吨。此外，朴席区域综合能源站作为江苏省最大的工业区域综 合能源站之一，实现了"六站合一"，年减排二氧化碳0.92万吨。 （数据来源：扬州经济技术开发区管理委员会） ·广告 在技术 ...

Core Viewpoint - The article discusses the phenomenon of "involution" in various industries, characterized by chaotic competition that undermines cost and quality standards, prompting calls for reform and regulatory action to address low-price disorderly competition [1][2]. Industry Overview - Over 20 national and local industry associations have called for a "counter-involution" movement across sectors including steel, automotive, photovoltaic, catering, finance, logistics, and beauty services, indicating widespread concern about the impact of this competition on industry transformation and development [1]. - The current competitive landscape has shifted from external expansion to internal exploration, leading to intensified competition among domestic firms as external competitors diminish [2]. Competitive Dynamics - The average gross profit margin for five leading wind power companies has plummeted from 19.2% in 2021 to 5.5% in 2024, with many firms reportedly operating at a loss [3]. - Quality and safety standards are under threat as companies cut costs in materials and processes to remain competitive, resulting in a significant number of substandard products in the market [3]. - Research and development expenditures among 30 major photovoltaic companies fell by 18.12% year-on-year in the first half of 2025, jeopardizing the industry's innovation capabilities [4]. Types of Competition - The article identifies four distinct forms of competition within the current landscape: - **Rule-breaking competition**: Involves illegal practices such as false advertising and substandard products, which undermine market fairness [5]. - **Internal consumption competition**: Characterized by homogenous competition in a limited market, leading to price wars without significant technological advancements [5]. - **Strategic investment competition**: Involves companies accepting short-term losses for long-term market positioning [5]. - **Innovation-driven price reduction**: Results from technological advancements that lower costs, indicating a healthy competitive environment [6]. Regulatory and Governance Actions - The government aims to create a fair competitive environment while companies focus on innovation and efficiency [8][12]. - New policies are being implemented to address issues such as "below-cost sales" and to enhance the regulation of unfair pricing practices [9]. - Industry associations are playing a crucial role in promoting self-regulation and rational pricing among companies [10]. Future Outlook - Despite the current challenges, companies express optimism about future growth, particularly in the renewable energy sector, with projections for significant increases in installed capacity by 2035 [12]. - Companies are adapting by focusing on cost efficiency, technological advancements, and exploring new markets, indicating a shift towards a more sustainable competitive strategy [11][12].

面对每天上千份上市公司公告该看哪些？重大事项公告动辄几十页几百页重点是啥？公告里 一堆专业术语不知道算利好还是利空？请看智通财经公司新闻部《速读公告》栏目，我们派 驻全国的记者们将于公告当晚为您带来准确、快速、专业的解读。 不过，在2020年7月，交易方案调整为东方集团、何思模向广东恒锐协议转让18%无限售流通股，并且 东方集团不可撤销地放弃剩余股份表决权，公司也在交易完成后变更为无控股股东、无实控人状态。 2022年12月，广东恒锐拟将17.94%股份转让给广物集团，广物集团将取得公司控制权，但该事项历经 近3年最终再次按下终止键。 作为国资"青睐"的标的，ST易事特聚焦新能源+储能等核心业务，重点关注通信和算力数据中心建设的 市场机会，并持续在储能、风电、光伏三大核心板块加强发力。财报显示，自2024年以来，公司归母净 利润持续处于同比下滑态势。其中，今年前三季度公司实现总营收24.61亿元，同比增长6.52%；实现归 母净利润9426.81万元，同比下滑54.25%。 公司方面表示，此次交易完成后，各方将"结合各股东的资源优势及业务布局，继续聚焦主营业务，深 耕智慧电源、数据中心和新能源三大战略业务板块 ...

证券日报网讯 12月8日晚间，海希通讯发布公告称，近日，公司全资孙公司海希储能科技（山东）有限 公司（以下简称"海希山东"）收到山东浪潮智能终端科技有限公司发出的《中标通知书》，确认海希山 东中标"集装箱式储能系统"项目。 （文章来源：证券日报） ...

再次提交招股书一个月后，果下科技终于在12月3日通过了港交所聆讯。 果下科技成立仅六年，创始人冯立正曾就职于昔日明星电池企业沃特玛。公司的董监高团队中，多人与 冯立正同为江南大学校友。 果下科技的业务核心为储能系统，这家年轻的企业在过去几年间经历了业务结构的重大调整，国内大储 业务迅速取代海外户储业务成为核心收入来源。不过，毛利率偏低的大储业务也拉低果下科技的盈利能 力。 招股书数据显示，2022年至2024年，果下科技毛利率分别从25.1%跌至15.1%，今年上半年进一步下滑 为12.5%。 营收重心调整，低毛利的大储业务"拖后腿" 果下科技的单一生产基地位于江苏无锡。截至今年上半年末，公司储能系统的年产能为907.8 MWh。上 半年产能利用率为116.7%。 制图/贝壳财经记者 朱玥怡 果下科技将营收结构的调整解释为对市场机遇及政策发展的动态响应，而非业务重心的根本性改变。公 司称，2023年起，中国推出多项支持能源储存发展的利好政策，创造了有利的监管环境，并推动国内需 求快速增长，于是公司选择在2023年及2024年通过提升产能及资源配置，扩大本地交付规模。 产品结构调整，一定程度上意味着毛利率下滑。 ...

（文章来源：证券日报） 证券日报网讯 12月8日晚间，能辉科技发布公告称，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（以下简称"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。 ...

Group 1: Monetary Policy Insights - Bank of America suggests that the market may soon start betting on a rate cut by the Federal Reserve in January, despite cautious signals from the Fed [1] - The bank anticipates a 25 basis point rate cut in December, along with stronger guidance and dissenting opinions, projecting stronger growth and lower inflation [1] - Analysts believe that with significant data releases before January, Chairman Powell will find it difficult to suppress market expectations for further easing [1] Group 2: Economic Outlook in Thailand - Barclays economists report that the Bank of Thailand may resist rate hikes in 2026 due to lower-than-potential growth prospects and inflation rates below the 1%-3% target range [2] - The central bank aims to maintain a loose monetary policy and focus on addressing structural economic issues [2] - Even with rising price pressures, the central bank is unlikely to change its policy stance, prioritizing economic growth and financial stability over inflation [2] Group 3: Investment Opportunities in Technology and Commodities - China International Capital Corporation (CICC) sees significant investment opportunities in the technology sector within the machinery industry for 2026, driven by domestic demand recovery and high export growth [3] - CITIC Construction points out that copper, aluminum, and gold have clear long-term investment logic due to global macroeconomic uncertainties and geopolitical risks [4] - The report highlights that copper will benefit from supply tightness and green economy demand, while aluminum is constrained by domestic capacity limits [4] Group 4: Energy Storage and AI Development - CITIC Construction expects the energy storage industry to see a rise in both volume and price by 2026, with manufacturing profitability currently at unsustainable low levels [5] - The ongoing development of AI large models and applications is noted, with a recommendation to continue focusing on the AI computing power sector [6] - The report emphasizes the potential for new application scenarios and business models arising from the construction of space data centers [8] Group 5: Market Predictions for Copper and Panel Industry - CITIC Securities predicts that LME copper prices could accelerate towards $12,000 per ton, driven by narratives of U.S. copper stockpiling and domestic production cuts [8] - The panel industry is expected to see a positive long-term outlook due to improved competition dynamics and a shift from price-driven profit to value creation [9]

1、融资额度与实控人实力相匹配。 2、区域：陕甘宁晋冀鲁蒙 3、手续齐全具备开工条件，或落实电力接入，预先接触准备。 4、民营实控人准入具有产业实业背景或风电光伏储能过往业绩及在持电站。 5、测算收益能够覆盖本息，且达到乘以1.4系数后的收益。 6、不全融不超融，业主自筹资本金。 7、央企运维方硬兜底优先，设备厂商加持的优先。 8、符合常规门槛准入。 V：13916017140 1、融资额度与实控人实力相匹配。 2、区域：陕甘宁晋冀鲁蒙 3、手续齐全具备开工条件，或落实电力接入，预先接触准备。 4、民营实控人准入具有产业实业背景或风电光伏储能过往业绩及在持电站。 5、测算收益能够覆盖本息，且达到乘以1.4系数后的收益。 6、不全融不超融，业主自筹资本金。 7、央企运维方硬兜底优先，设备厂商加持的优先。 8、符合常规门槛准入。 V：13916017140 ...

新型储能产业如何把握电力市场改革与数智化机遇？行家说储能正联合 中车株洲所、弘正储能、海辰储能、为恒智能、融和元储 等头部企业， 编 撰 《2025电力市场与数智化储能调研报告》，该报告将于1月8日行家说储能峰会上发布。欢迎更多企业参与，共抓产业风口。 近日，又有企业签储能长期大单。 据海辰储能消息指出， 海辰储能与中车株洲电力机车研究所有限公司综合能源事业部（以下简称"中车株洲所"）正式签署 5年120GWh的储能相关合作。 ☆ 激活 星标 ， 第一时间掌握前沿趋势 对于 中车株洲所 而言，作为央企旗下重要的综合能源解决方案提供商，相关数据显示，中车株洲所国内储能订单容量规模位于前列， 接连斩获包括河南信 阳的70MWh储能设备、中国绿发若羌500MW/2GWh等大型项目订单。 此次锁定5年120GWh储能电芯超级订单，不仅展现了中车株洲所对未来储能市场前景的信心，更 直观地反映了头部集成商在产能紧张预期下，为确保交付 与成本优势、对核心电池供应链进行前瞻性战略锁定的决心。 值得注意的是，此次合作主要为314Ah、∞Cell 587Ah、∞Cell 1175Ah等大容量电芯，而海辰储能在大容量电芯的量产速度 ...

Core Insights - Two companies have recently signed significant energy storage cooperation agreements, indicating a growing trend in the energy storage sector [1] Group 1: Energies and Contracts - Nenghui Technology has signed a framework contract for 350MWh of energy storage with a European company, effective until December 31, 2026 [2] - The first batch of 20MWh sales under this contract has been executed, amounting to €2.5 million (approximately 20 million RMB), with a delivery period of 135 days post-payment [2] - Nenghui Technology is enhancing its efficiency through organizational changes and is focusing on large-scale energy storage, commercial energy storage, and solar-storage microgrid businesses [2] Group 2: Partnerships and Projects - Huawei Digital Energy has completed a project signing with Shenzhen Energy Group for the Shenzhen Energy Mawan Power Plant [3] - The collaboration aims to develop a new energy storage project that will support high-load density grid peak regulation and frequency modulation, enhancing power supply reliability and equipment operational safety [5]