智通财经APP获悉，据港交所1月30日披露，广州鹏辉能源科技股份有限公司(以下简称：鹏辉能源(300438.SZ))向港交所主板递交上市申请，中信证券为其 独家保荐人。 公司主要业务涵盖高性能电池及集成储能解决方案的研发、生产及销售，全面产品组合涵盖二次充电电池及一次性电池。 公司简介 据招股书，鹏辉能源是全球电池制造商及综合储能解决方案供应商，已构建覆盖储能电池以及消费及动力电池两大核心电池业务的全球版图。 根据弗若斯特沙利文的资料，于2024年，公司的储能电池按出货量计全球排名第九，市场份额为3.6%。公司已将此电池制造专长转化为在便携式储能电池 及户用储能电池行业的领导地位，按2024年电池出货量计，公司在该等行业的分别排名为全球第一及全球第三。 二次充电电池：此类电池设计可重复充电并多次使用，包含锂离子电池、锂聚合物电池及钠离子电池； 一次性电池：此类电池设计仅供单次使用且不可充电，包含锂铁电池与锌空电池。该等产品广泛应用于公司的核心产品类别：储能电池以及消费及动力电 池。 生产方面，公司已建立配备先进技术的全球化战略性的生产布局。位于广州、珠海、驻马店、常州、柳州、佛山、衢州、青岛及越南的九大数字化 ...

领湃科技表示，报告期内，公司加大拓展储能电池及系统和储能、光伏配储、光储充一体化EPC等新能 源综合服务业务，但尚未形成规模效应，以及受产能利用率较低、资产减值等的影响，2025年度公司持 续亏损。 北京商报讯（记者 马换换 李佳雪）1月28日，领湃科技（300530）披露公告称，公司预计2025年度归属 净利润亏损1.16亿元—1.74亿元，上年同期亏损约为3.94亿元。 ...

证券日报网讯1月23日，圣阳股份（002580）在互动平台回答投资者提问时表示，公司目前生产经营一 切正常，各项业务有序开展。公司严格按照相关规定履行信息披露义务，不存在应披露而未披露的重大 不利事项。二级市场股价受宏观经济环境、市场形势、行业发展、投资者价值判断等多方面因素影响， 请理性看待。公司专注于储能电池及系统的设计、研发、制造和销售，致力于为全球通信、数据/算力 中心、储能及电力领域客户提供电池产品、储能系统和一体化智能电源解决方案，是国际知名、国内领 先的绿色能源解决方案供应商。依托三十余年的行业深耕与积淀，公司已在技术研发、品质品牌、营销 渠道及数字化管理等方面构筑起核心竞争优势，相关详细信息敬请参阅公司发布的定期报告。 ...

转自：新华财经 1月22日，重庆铜梁举行天润鸿霖物流渝西农产品冷链加工中心项目开工暨铜梁区一季度开竣工活动。 当天，共有66个项目集中开竣工，总投资达122.6亿元，涵盖产业发展、基础设施、社会民生等关键领 域。 开工项目中，总投资8亿元的天润鸿霖物流渝西农产品冷链加工中心项目，是该企业在铜梁的二次投 资，也是铜梁"弹性出让地""拿地即开工"改革成果，建成后将助推铜梁农业产业链、价值链、供应链延 伸。 "渝西智慧冷链物流配送及加工中心项目，是集智能冷库、农产品加工、智慧物流、供应链服务与产业 孵化于一体的服务体系，由我们联合铜梁区属国企共同打造。"青岛天润鸿霖物流有限公司副总经理韩 雪峰介绍，该项目库容达30万立方米，主要服务铜梁以及渝西地区农产品走向全国。 竣工项目中，重庆天齐锂电新材料有限公司新增1000吨／年电池级金属锂、6500吨／年氯化锂生产项 目，预计年销售收入可达10亿元，为铜梁新型储能产业集群注入新动能；铜梁二中扩建、重庆艺术工程 职业学院综合服务楼、重庆传媒职业学院综合服务楼等项目建成投用，将完善教育配套体系，有力保障 教学实践与双创人才培养需求。 其中，总投资2亿元的铭利达二期，总占地约1 ...

Group 1 - The core viewpoint highlights that the global energy storage battery demand is entering a high prosperity phase due to the maturation of the domestic energy storage market, increasing overseas penetration rates, and frequent issues related to aging power grids and electricity shortages [1] - It is expected that the demand will continue to be strong in the short term, with Q1 2026 maintaining high capacity utilization rates across various segments [1] - The overall investment in the State Grid Corporation during the "14th Five-Year Plan" period is projected to reach 4 trillion yuan, representing a 40% increase compared to the previous plan [1] Group 2 - The ETF Guotai (159387) tracks the Innovation Energy Index (399266), which selects listed companies involved in clean energy production, storage, transmission, and application from the Shanghai and Shenzhen markets [2] - The index aims to reflect the overall performance of listed companies with technological innovation capabilities and growth potential in the renewable energy and related technology sectors [2]

全年公开海外储能订单超47.6GWh 01 据多家权威媒体及行业机构不完全统计，截至2025年底，宁德时代对外公开披露的海外储能订单总量已达47.6GWh，相当于日均拿下约260MWh的储能容 量，展现出强劲的市场拓展能力。 这一数据在不同阶段持续刷新： 数据来源： ICC 鑫椤资讯、 LIRA 莱睿咨询 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~ 据 ICC 鑫椤资讯统计， 2025 年全球储能电池出货 640GWh ，同比增长 82.9% 。其中国内电池厂家出货 621.5GWh ，同比增长 82.8%； 海外电 池厂家出货 18.5GWh ， 同比增长 85% 。 丛企业角度来看 宁德时代 稳居第一，占比 23% 以上 ； 海辰储能、亿纬锂能、弗迪电池、中创新航、瑞浦兰钧 位列第二梯队，海辰储能和亿纬锂能市 占率在 11% 左右 ，弗迪电池、中创新航、瑞浦兰钧市占率在 6%-10% 之间 ；其余电池企业市占率在 6% 以下 ，位列第三梯队。 作为全球储能电池出货量连续四年位居榜首的龙头企业，宁德时代（CATL）在这一年显著加快了其海外储能业务布局步伐，通过 ...

罗马尼亚经济媒体近日发表评论指出，能源价格水平与能源系统的建设、现代化程度及融资方式高 度相关。近年来实践已经表明，补贴只能在短期内缓解价格压力，无法形成可持续机制，唯有通过持 续、系统性的投资，才能从根本降低并稳定能源价格。罗能源部长在公开表态中亦强调，其任期内的首 要任务是推进对天然气、核能和可再生能源发电能力的规模化投资，同时加大对储能电池等关键配套领 域的投入，以增强能源体系的韧性与调节能力。 评论称，罗马尼亚电力网络已接近设计极限：到2030年，配电网络现代化需投资约92亿至115亿欧 元，输电网络改造仍需约68亿欧元。文章还指出，随着Neptun Deep（海王星深水气田）预计于2027年 投产，罗马尼亚更应把重点放在提高天然气的国内附加值上，如通过发展化工、燃气发电和城市供暖等 产业，而非简单出口至周边国家，从而以产业投资推动能源价格的长期稳定。 （原标题：罗媒体称稳定能源价格：补贴治标，投资治本） ...

Economic Development - Longkou City aims to become a national pioneer in green, low-carbon, high-quality county development by 2035, with a goal to establish a modernized strong city [3] - In 2025, Longkou's GDP reached 1,344.88 billion yuan, with a year-on-year growth of 15%, leading the growth rate among districts in Yantai [5] - The secondary industry in Longkou saw a significant increase, with added value reaching 744.59 billion yuan, growing by 25.9% year-on-year, becoming the core engine of regional economic growth [5] Industrial Strength - Longkou has successfully cultivated two trillion-level industrial chains, with the high-end chemical new materials industry achieving a production value exceeding 100 billion yuan [5] - The city is focusing on a chain-circular system in the chemical industry, promoting a transition towards fine, high-end, and green chemical production [5] - The aluminum industry in Longkou is thriving, with over 130 upstream and downstream enterprises collaborating to form a complete aluminum industrial chain, projected to exceed 100 billion yuan in output value by 2024 [9] Private Economy - Longkou has nearly 120,000 market entities, indicating a high density of entrepreneurs, with one in every seven residents being a business owner [10] - Notable companies such as Nanshan Aluminum and Longi Machinery have consistently ranked among China's top 500 private enterprises, showcasing the robust vitality of Longkou's private economy [12][14] Innovation and Environment - Longkou has established a collaborative service mechanism centered on the "chain leader system" to enhance service levels for its seven leading industries [14][15] - The city has been recognized as a national innovative city for its business environment, reflecting its commitment to fostering a supportive atmosphere for entrepreneurs and innovation [15] Rural Revitalization - Longkou's rural revitalization strategy has led to significant investments, with 12 billion yuan allocated to activate over 10,000 acres of idle land, resulting in an annual income increase of approximately 50 million yuan for local residents [20][21] - The city has developed several rural revitalization demonstration areas, enhancing the integration of industry and agriculture, and promoting a model of shared prosperity [21][22]

Core Viewpoint - The article highlights the significance of "Lighthouse Factories" in the context of the digital transformation of global manufacturing, particularly in the energy storage battery sector, with the successful inclusion of the HaiCheng Energy Storage Chongqing Base in the 2026 Lighthouse Factory list by the World Economic Forum [2][3]. Group 1: Lighthouse Factory Concept - "Lighthouse Factories" are selected by the World Economic Forum and McKinsey to represent leading examples of smart manufacturing in the Fourth Industrial Revolution, focusing on productivity and sustainability [3]. - As of now, there are 224 Lighthouse Factories globally, with the HaiCheng Energy Storage Chongqing Base being the first in the energy storage battery sector, marking a significant advancement for China's position in smart manufacturing and digital upgrades [3]. Group 2: Intelligent Manufacturing System - The Chongqing Base aims to address three major challenges in the lithium battery storage industry: high compound annual growth rate in market demand, downward pressure on product prices, and increasing quality consistency requirements, which traditional manufacturing models struggle to meet [4]. - The Chongqing Base implements near-zero defect manufacturing, systematic cost reduction, and full-process intelligent operations to enhance digital and intelligent upgrades, significantly improving product quality, capacity, and overall equipment efficiency [4]. Group 3: Technological Advancements - The Chongqing Base is described as a "thinking" factory, utilizing over 40 digital solutions that integrate generative AI, machine learning, and AIoT technologies, creating a comprehensive intelligent management system covering R&D, material selection, production, and product testing [5]. - At a recent energy summit, HaiCheng showcased its long-duration energy storage solutions, including the ∞Power 6.9MWh system and the ∞Cell 1300Ah battery, marking their international debut [6]. Group 4: Future Outlook - The Chongqing Base has established the world's first dedicated production line for long-duration energy storage batteries, with plans for mass production of the ∞Cell 1175Ah battery by June 2025 and subsequent global delivery of the ∞Power 6.25MWh system [10]. - The company aims to leverage its Lighthouse Factory status to enhance smart manufacturing and digital capabilities, drive digital upgrades across the supply chain, and contribute to the global green and sustainable energy development with replicable manufacturing experiences [10].

Core Insights - The World Economic Forum (WEF) has announced the inclusion of the Chaochen Energy Storage Chongqing Base as a new "Lighthouse Factory" for 2026, marking it as the world's first lighthouse factory for energy storage batteries [1][3] - This facility is recognized for its systematic breakthroughs in smart manufacturing and digital transformation, setting a new benchmark for high-quality development in the global energy storage industry [1][3] Group 1: Lighthouse Factory Recognition - The Lighthouse Factory initiative was launched by WEF and McKinsey in 2018 to identify global leaders in smart manufacturing during the Fourth Industrial Revolution [3] - The Chaochen Energy Storage Chongqing Base is one of 23 new facilities recognized, filling a gap in the energy storage battery sector, and signifies China's advancement in smart manufacturing and digital upgrades [3][4] Group 2: Manufacturing Challenges and Solutions - The energy storage industry faces three main challenges: high compound annual growth rate in market demand, downward pressure on product prices, and increasing quality consistency requirements for battery cells [4] - The Chongqing Base addresses these challenges through near-zero defect manufacturing, systematic cost reduction, and full-process intelligent operations, significantly improving product quality, capacity, and overall equipment efficiency [4] Group 3: Technological Innovations - The Chongqing Base is described as a "thinking" factory, implementing over 40 digital solutions that integrate cutting-edge technologies such as generative AI, machine learning, and AIoT [4] - A comprehensive intelligent control system covers the entire production chain from R&D to product testing, ensuring high safety, reliability, and performance of energy storage batteries [4] Group 4: Future Prospects and Industry Leadership - The Chongqing Base has established the world's first dedicated production line for long-duration energy storage batteries, with the 1175Ah long-duration energy storage battery set to begin mass production in June 2025 [6] - The facility aims to enhance its role as a lighthouse factory by promoting smart R&D, manufacturing, and agile supply chain networks, while also driving digital upgrades across the industry [6]