本报讯 （记者李雯珊 见习记者张美娜）祥鑫科技股份有限公司（以下简称"祥鑫科技"）10月29日披露 2025年三季报，公告显示，该公司今年前三季度实现营业收入56.67亿元，同比增长16.16%，营收规模 再创历史新高；实现归属于上市公司股东的净利润1.59亿元，同比有所下降。尽管原有业务利润增长短 期承压，但该公司新开拓的人形机器人、液冷等新兴业务却表现出了良好的成长潜力。 作为新能源领域的深耕者，祥鑫科技前三季度营收延续增长势头的主要原因是公司三大核心业务板块协 同发力，展现出了强劲的市场韧性。 在新能源汽车领域，该公司凭借精密冲压模具的技术领先优势与批量化生产能力，持续深化与主流车企 的合作。产品矩阵已全面覆盖广汽集团、吉利汽车、比亚迪、小鹏汽车等头部品牌，并为理想、极氪、 阿维塔等热门增量车型提供核心结构件支持，进一步巩固了该公司在汽车结构件领域的市场地位。 在动力电池领域，祥鑫科技已实现与国内出货量前十的动力电池厂商全面合作，包括亿纬锂能、蜂巢能 源、国轩高科等行业龙头，核心金属结构件产品伴随下游产能释放持续放量，成为业务增长的重要支 撑。 （编辑 郭之宸） 值得一提的是，祥鑫科技还宣布与澳大利亚K ...

作为公司战略核心赛道，人形机器人业务在三季度完成关键跨越，实现了从技术研发到客户交付的重要 转折。 祥鑫科技(002965.SZ)10月29日披露的2025年三季报显示，公司今年前三季度实现营业收入56.67亿元， 同比增长16.16%，营收规模再创历史新高;实现归属于上市公司股东的净利润1.59亿元，同比有所下 降。尽管原有业务利润增长短期承压，但公司新开拓的人形机器人、液冷等新兴业务却表现出了良好的 成长潜力。 核心主业提质增效，深化头部客户合作 作为新能源领域的深耕者，祥鑫科技三季度营收延续增长势头的主要原因是公司三大核心业务板块协同 发力，展现出了强劲的市场韧性。 在新能源汽车领域，公司凭借精密冲压模具的技术领先优势与批量化生产能力，持续深化与主流车企的 合作绑定。产品矩阵已全面覆盖广汽集团、吉利汽车、比亚迪、小鹏汽车等头部品牌，并为理想、极 氪、阿维塔等热门增量车型提供核心结构件支持，进一步巩固了公司在汽车结构件领域的市场地位。 在动力电池领域，祥鑫科技已实现与国内出货量前十的动力电池厂商全面合作，包括亿纬锂能、蜂巢能 源、国轩高科等行业龙头，核心金属结构件产品伴随下游产能释放持续放量，成为业务增长 ...

10月28日，《2025胡润百富榜》正式揭晓，光伏与储能巨头阳光电源创始人曹仁贤、苏蕾夫妇以675亿 元财富值上榜，较2024年的520亿元增加155亿元，增长率高达30%；但排名由去年的第72位微降至第76 位，下降4个名次，呈现"财富高增但排名微调"的态势。 声明：本文由AI大模型生成。市场有风险，投资需谨慎 | | | | 财富 (亿) | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | 2025排名排名变化 连名 | | 元人民 | 25.00 | 200 | 目信息 | THE | | | | | 而) | | | | | | 76 | -15 | 类灯素、陈春梅大妇 | 675 | 10% | 毒康威视 | 香港 | 视频监控产品 | | 76 | - प | 青仁贤、苏蕾夫妇 | 675 | 3096 | 旧元甲線 | 支徽省肥 | 元状设备 | | 78 | -15 | 王王锁、赵玉菊天知 | 670 | 12% | 新型 | 河北廊坊 | 天然气、皖温化工 | | 78 | -28 | 临东升家族 | 670 | 0 ...

一、事件：中国国际光伏与储能产业大会 第八届中国国际光伏与储能产业大会定于2025年11月17日-20日在中国成都举行，该大会由大会组委会与光伏见闻联合主 办，是全球前三的光储行业国际盛会之一。 据悉，此次大会以"光储同辉智创未来"为主题，将集中展示全球光储行业新产品、新技术、新成果、新趋势，展览展示 面积超6万平方米，预计将吸引参展参会企业超6000家。 据光伏资讯报道，截至目前，100+海外采购商已确认参会并采购新能源优质产品；所属的企业类型丰富多样，涉及新能 源产业链的各个环节，如光伏生产、储能设备制造、能源贸易、投资咨询等。海外采购商不仅对太阳能光伏板、储能系 统及设备有着强烈的采购需求，对于光伏电池、逆变器、边框、接线盒等光伏全链路产品也极为关注。 谁是下一个"太阳神"? 2024年首次颁发"太阳神"全球光储·中国名片系列奖项，TCL中环、通威股份、隆基绿能、阳光电源、晶科能源、天合光 能、美科股份、琏升光伏、迈为股份等企业获此殊荣，相关个股股价也是提前有所表现。 储能未来需求强劲 东吴证券表示，国内容量补偿电价逐步出台，大储需求超预期，供应紧张，今明年预计30-40%增长，美国大美丽法案后 今年抢 ...

Summary of Key Points from the Conference Call Industry or Company Involved - The conference call discusses the "Fifteen Five" planning period in China, focusing on economic growth, investment opportunities, and industry development. Core Points and Arguments 1. **Economic Growth Targets**: The "Fifteen Five" plan is expected to set clear economic growth targets between 4.6% and 4.8% to address internal and external uncertainties, following the policy directions established in the 20th National Congress and the Third Plenary Session [4][1][2]. 2. **Expansion of Domestic Demand**: The main line of the "Fifteen Five" plan is to expand domestic demand by increasing disposable income and creating consumption scenarios, with a focus on supporting service consumption and reducing consumption restrictions [5][1][2]. 3. **Investment Focus**: The plan emphasizes a combination of investments in physical assets and human capital, increasing infrastructure and livelihood investments, and identifying high-efficiency projects to address declining marginal returns [6][1][2]. 4. **Industry Development**: The development of new productive forces will be tailored to local conditions, enhancing total factor productivity across traditional, emerging, and future industries [7][1][2]. 5. **High-Level Security**: The plan will focus on high-level security in finance, supply chains, food and energy, and military sectors, promoting high-quality development through effective governance [8][1][2]. 6. **Economic Structure Shift**: The economic structure is expected to shift from manufacturing to services, with an increase in the proportion of service enterprises in the A-share market leading to a rise in overall market valuation [9][10][1][2]. 7. **Carbon Emission Control Policies**: The dual control policy on carbon emissions will transition to a focus on intensity control, complemented by total control, enhancing the national carbon trading market and establishing product carbon footprint management systems [11][1][2]. 8. **Fiscal and Tax Reforms**: Key reforms include improving the budget system, shifting consumption tax collection to local levels, and increasing local non-tax revenue management authority, which will incentivize local governments to enhance the consumption environment [12][1][2]. 9. **Land System Reforms**: The reforms aim to activate the secondary market for construction land and improve land use efficiency, addressing mismatches in land resources and promoting middle and low-end consumption through increased farmers' property income [13][14][1][2]. 10. **Anti-Competition Policies**: The plan will implement anti-involution policies to address irrational and disorderly competition, focusing on sustainable operations and optimizing industry structures [15][16][1][2]. Other Important but Possibly Overlooked Content 1. **Investment Opportunities**: Short-term investment opportunities include infrastructure projects, advanced manufacturing, defense spending, RMB internationalization, and green low-carbon sectors [19][1][2]. 2. **Long-Term Investment Lines**: The main lines of the "Fifteen Five" plan include expanding domestic demand, developing new productive forces, ensuring safety, promoting reform and opening up, and achieving green dual carbon goals [20][1][2]. 3. **Service Consumption Growth**: Service consumption is projected to grow significantly, with an expected increase of nearly 20 trillion yuan by 2030, accounting for 52% of total demand [21][20][1][2]. 4. **Photovoltaic and Energy Storage Prospects**: The photovoltaic and energy storage sectors are expected to see significant growth due to supply-demand improvements and the push for carbon peak requirements by 2030 [22][1][2].

2022年到2024年，全球光伏与储能行业迎来一场特殊的"人才迁徙"，一批华为数字能源体系内的总裁级 高管密集离职，将创业方向锚定光储融合领域。 这份"创业者名单"堪称行业风向标。2022年5月，主导华为逆变器"七连冠"的许映童离职创立思格新能 源；2024年1月，华为智能光伏军团前CEO陈国光创办摩瓦新能源；此外，极光云能、度能科技的创始 人史耀宏、陈永强均出自华为系，成为眼下户用储能、工商业储能视野内的重要玩家。 华为基因的创业密码 在这场"华为系"创业潮中，思格新能源无疑是耀眼的样本之一。 2025年2月21日，思格新能源首次向港交所递交上市申请，但因未能在6个月内完成上市聆讯，其招股书 于8月21日失效。仅仅18天后，其便更新了港股招股书。 招股书显示，这家成立仅三年的企业，2024年实现收入13.3亿元同比暴增22倍，而2025年前4个月营收 已达12.06亿元逼近2024全年。 思格新能源的掌舵者许映童，具有深刻的华为系背景，其在华为深耕23年，不仅是华为光伏逆变器全 球"七连冠"的缔造者，还涉足AI领域，离职时带走十余名核心团队成员。总裁张先淼在华为共工作超过 11年，软件部负责人刘秦维等也出自 ...

Group 1 - The core theme of the event is "Solar and Storage Synergy, Empowering Integration, Innovating the Future," focusing on the global energy transition and the significance of the solar and storage industries [2] - The event will take place from November 17 to 20, 2025, at the Chengdu Century City New International Convention and Exhibition Center, attracting global attention [2] - The exhibition will cover an unprecedented area of 60,000 square meters, featuring 5,000 renowned brands from around the world, showcasing the entire renewable energy industry chain [4] Group 2 - The event is expected to attract over 80,000 professional buyers and visitors, facilitating industry cooperation and dialogue on energy futures [4] - Leading companies, including Tongwei, will present their latest research and invite guests to experience the transformation of solar technology from laboratory to industrialization [6] - The event will host nearly 200 international buyers from countries like the USA and Russia, promoting international cooperation [6] Group 3 - The exhibition aims to achieve a signing target of over 100 billion yuan, highlighting its resource integration capabilities and attractiveness [13] - The first Tongwei Photovoltaic Technology Conference will serve as a platform for top-level discussions on technological routes and collaborative innovation [13] - The event will feature over 30 concurrent activities, including competitions and summits, fostering innovation and collaboration within the industry [6]