华宝新能于2022年9月在创业板挂牌上市，成为"便携储能第一股"。在孙中伟看来，公司能在便携储 能、家庭储能领域脱颖而出，与公司对市场的深度洞察密不可分。 2010年左右，欧美户外文化兴起，房车旅行、露营逐渐成为备受欢迎的大众生活方式，但离网用电依赖 笨重的燃油发电机——噪音大、污染高、操作复杂。针对这一趋势，孙中伟敏锐判断："如果能把锂电 池和太阳能板结合，做成轻便、静音、即插即用的储能设备，一定是刚需。" ● 本报记者齐金钊 日前，华宝新能（301327）在深圳举行新能壹号大厦奠基仪式。作为一处集研发、制造、办公为一体的 总部基地，新能壹号大厦将进一步助力华宝新能向消费者提供更加优质的全场景家庭绿电解决方案。华 宝新能董事长兼总经理孙中伟在接受中国证券报记者采访时表示，当前清洁能源需求正迎来爆发式增 长，华宝新能将以新能壹号大厦为核心纽带，把企业对绿色能源"做实、做深"的坚守，转化为推动全产 业链"稳进、升级"的核心动能，让安全、便捷的绿电真正触达每一个生活与生产场景。 发力全场景家庭绿电解决方案 面向未来，孙中伟判断，全球消费级光储市场正处于加速增长期。其中，便携储能行业尚处于发展初 期，市场渗透率较低 ...

● 本报记者 齐金钊 日前，华宝新能在深圳举行新能壹号大厦奠基仪式。作为一处集研发、制造、办公为一体的总部基地， 新能壹号大厦将进一步助力华宝新能向消费者提供更加优质的全场景家庭绿电解决方案。华宝新能董事 长兼总经理孙中伟在接受中国证券报记者采访时表示，当前清洁能源需求正迎来爆发式增长，华宝新能 将以新能壹号大厦为核心纽带，把企业对绿色能源"做实、做深"的坚守，转化为推动全产业链"稳进、 升级"的核心动能，让安全、便捷的绿电真正触达每一个生活与生产场景。 发力全场景家庭绿电解决方案 华宝新能于2022年9月在创业板挂牌上市，成为"便携储能第一股"。在孙中伟看来，公司能在便携储 能、家庭储能领域脱颖而出，与公司对市场的深度洞察密不可分。 2010年左右，欧美户外文化兴起，房车旅行、露营逐渐成为备受欢迎的大众生活方式，但离网用电依赖 笨重的燃油发电机——噪音大、污染高、操作复杂。针对这一趋势，孙中伟敏锐判断："如果能把锂电 池和太阳能板结合，做成轻便、静音、即插即用的储能设备，一定是刚需。" 此后，华宝新能开辟了一条全新的创业赛道。2012年，华宝新能旗下核心品牌Jackery电小二成立； 2016年，公司首款锂 ...

21世纪经济报道记者 林典驰 深圳报道 在众多产品中，阳台光伏储能系统成为华宝新能布局的重点领域，也被视为行业增长的新增长点。 在孙中伟看来，消费级光伏储能发电系统，技术已经非常成熟。但在全球范围内，包括华宝新能覆盖的 50多个国家和地区，渗透率不及1%。 "光伏储能发电系统与传统化石能源电力系统有着本质区别，它属于细分行业中的全新品类，低渗透率 意味着未来有增长空间。" 孙中伟进一步分析道，近年来，受气候变化、电费上涨以及自然灾害频发等 因素影响，市场对独立且经济实惠的绿色光伏储能产品的现实需求愈发迫切，这为行业发展注入动力。 从供给侧来看，中国在光伏储能产业领域占据着得天独厚的优势，作为全球最大的光伏储能产业国，国 内上游企业持续加大研发投入，不断扩大产能规模，推动产品成本稳步下降。 他大胆预测，依托强大的产业链基础，在不远的将来，全球家庭只需花费四五千元，就能拥有一套光伏 储能系统，未来 10 年可实现电费零支出，这一愿景将激发全球家庭的消费需求。 与传统户储相比，阳台光伏储能系统支持用户DIY 安装，真正实现即插即用，省去了传统户储高昂的 安装成本，还缩短了安装周期，让普通家庭能够利用可持续能源，有效 ...

Core Insights - The 18th World Solar Photovoltaic and Energy Storage Industry Expo (WPV Expo 2026) will be held from September 16-18, 2026, in Guangzhou, China, showcasing the theme of "Technological Innovation and Global Cooperation" [1] - The expo is expected to attract over 2,000 domestic and international exhibitors, covering an exhibition area of 180,000 square meters, and receiving more than 300,000 professional visitors from over 100 countries and regions [1][8] - The event aims to serve as a significant platform for promoting technological exchanges and trade cooperation in the photovoltaic and energy storage sectors [1][7] Exhibition Scale and Impact - The exhibition area has increased by 200% compared to 2023, growing from 60,000 square meters to 180,000 square meters, with the number of participating companies rising from over 900 to more than 2,000 [8] - The expo will feature a wide range of products, including photovoltaic cells, inverters, energy storage systems, and smart operation and maintenance equipment, with leading companies launching high-efficiency photovoltaic modules and long-life energy storage batteries [8] - The event will also include interactive zones for photovoltaic and energy storage experiences, enhancing visitor engagement through simulated demonstrations of technology principles [8] Internationalization and Networking - The expo has evolved from a regional event to an international brand since its inception in 2009, with a formal rebranding in 2020 to emphasize its global strategy [7] - The event will facilitate connections between Chinese enterprises and international brands, promoting technology output and market expansion [7] - The organizing committee plans to distribute millions of tickets and conduct extensive outreach to attract high-end professional audiences, including power companies, renewable energy developers, and research institutions [9]

Group 1: E-commerce Innovations - Alibaba's 1688 platform is set to launch the world's first cross-border e-commerce AI agent named "Ao Xia," which will reduce product selection time from days to minutes by using visual recognition and semantic analysis [2] - Taobao is investing 1 billion yuan in marketing subsidies for its Double 11 event, aiming to help 100,000 merchants double their overseas sales, with a focus on 20 countries and regions [2] - Poland's e-commerce market is projected to reach 35.2 billion euros (approximately 294.39 billion yuan) in 2024, with cross-border e-commerce transactions accounting for nearly 20% of total online sales [9] Group 2: Market Expansion and New Store Openings - Bawang Chaji has opened its largest "super tea warehouse" in Hong Kong, marking its seventh store in the region, with plans for more openings in the coming months [3] - Cha Baidao has opened its first store in Paris, achieving nearly 500,000 yuan in sales in its first week, with plans for additional locations [4] - Yadi Group is set to enter the Japanese market with electric two-wheelers priced around 210,000 yen, significantly cheaper than local brands [6] Group 3: Strategic Partnerships and Collaborations - YTO Airlines has partnered with Freightos WebCargo, becoming the first private all-cargo airline in China to join the platform, enhancing digital booking and payment services for over 25,000 freight forwarding companies [5] - ByteDance and Mercedes-Benz have announced a strategic partnership covering various fields, including smart driving and digital marketing [5] - UBTECH and Yunzhihui Technology have signed a global strategic cooperation agreement to promote humanoid robots in China and globally [6] Group 4: Financing and Investment Activities - Xingmai Innovation has completed a 1 billion yuan A+ round of financing to enhance technology development and expand overseas markets, with products now available in 38 countries [7] - Haiguo Tuzhi Research Institute has secured nearly 10 million yuan in angel round financing for its solar energy storage vehicle project, which has already received initial orders in Bangladesh [8] - Resai Intelligent has completed a multi-million Pre-B round financing to expand its 3D printing solutions for dental applications [9]

Group 1: Company Developments - Alibaba's 1688 platform is set to launch the world's first cross-border e-commerce AI product named "Ao Xia," which is currently in internal testing and expected to go live in November 2025. This AI will significantly reduce the product selection cycle from days to minutes by using visual recognition and semantic analysis [3]. - Taobao is accelerating its globalization efforts for this year's Double 11 shopping festival, investing 1 billion yuan in marketing subsidies to help 100,000 merchants double their overseas sales. The platform will operate in 20 countries and regions simultaneously, offering a "0 return and refund, 0 operational cost" model for merchants [3]. - Bawang Tea Ji has opened its largest "super tea warehouse" in Hong Kong, marking its seventh store in the region. The brand plans to open over ten new stores in Hong Kong in the coming months, aiming for rapid market expansion [4]. - Cha Baidao has opened its first store in Paris, achieving nearly 500,000 yuan in sales during its first week. The brand is also planning additional locations in the city [4]. - Pop Mart has launched its official e-commerce platform in Mexico, focusing on the Latin American market, with a significant increase in revenue from the Americas, which surged by 1142.3% year-on-year [4]. - Yadi Group is set to enter the Japanese market in November, offering electric two-wheelers at competitive prices, aiming to meet new emissions standards [7]. Group 2: Investment and Financing - Xingmai Innovation has completed a 1 billion yuan A+ round of financing, which will be used for technology development and expanding overseas markets. The company has entered 38 countries and has over 2,000 offline stores [8]. - Haiguo Tujizhi Research Institute has secured nearly 10 million yuan in angel round financing for its solar energy storage vehicle project, which has already received initial orders in Bangladesh [8]. - Yousi Animation has raised several million yuan in angel round financing to enhance its AI technology and expand into overseas markets, particularly targeting the Japanese market for its animated content [8]. - Antai Weijing has completed a several hundred million yuan B round of financing to accelerate the development of its high-precision surgical robot platform [8]. - Laisai Intelligent has raised several million yuan in Pre-B round financing to expand its 3D printing solutions for dental applications in international markets [8]. Group 3: Market Trends and Policies - Poland has emerged as one of the fastest-growing e-commerce markets in the EU, with a projected market size of 35.2 billion euros in 2024, and cross-border e-commerce transactions accounting for nearly 20% of total online sales [9]. - Vietnam is proposing a new e-commerce law focusing on regulating live-stream sales and consumer protection, with the market expected to reach 25 billion USD in 2024 [10].

近日，鸿富瀚发布公告，宣布为持续拓展海外市场、培育新的业绩增长点，公司计划通过合资方式在刚 果（金）投资建设KAMOA数字能源光伏电站与储能系统项目。该项目总投资额约14.10亿元，其中鸿 富瀚出资不超过11.28亿元，合作方GW公司出资不超过2.82亿元。此举标志着鸿富瀚正式切入海外新能 源基础设施领域，以光伏+储能微电网解决方案助力高耗能矿区能源转型。 项目选址位于刚果（金）卡莫阿—卡库拉铜矿区域，该铜矿为非洲已探明最大高品位铜矿资源项目，由 加拿大艾芬豪矿业（多伦多交易所代码：IVN，OTCQX：IVPAF）主导开发。艾芬豪矿业在全球矿产 资源开发与运营方面具备显著优势，其行业资源与项目背景为鸿富瀚此次光伏储能项目的顺利推进提供 了重要支撑。 鸿富瀚近年来积极布局新能源业务，通过控股子公司深圳市富智新能源科技有限公司成立光伏事业部， 并与华为数字能源技术有限公司合作，共同开发智能微电网解决方案，致力于构建绿色、可靠、灵活的 光储系统。此次在刚果（金）铜矿区域建设光伏储能电站，是公司落实"能源+"多元化战略的关键一 步，旨在通过微电网运营提升矿区电力供应的稳定性与经济性，同时积累海外项目经验，增强公司在全 ...

9月26日晚间，鸿富瀚（301086）发布拟对外投资设立境外公司及建设光伏储能电站项目的公告。 项目定位方面，鸿富瀚表示，该投资项目主要为满足刚果(金)卡莫阿一卡库拉铜矿区域的电力供应需 求，推动该矿业能源电力系统建设，搭配储能解决其电力短缺的困境，结合公司海外业务拓展的长期战 略规划，投资设立合资公司，并主导建设KAMOA光伏储能电站项目，是公司海外能源业务的重要切入 点。 "本项目既是顺应全球能源转型与矿业绿色发展趋势的战略选择，也是依托自身资源与能力解决实际需 求的关键举措。从行业布局来看，'光储一体化'模式已成为高耗能产业能源配套的优选方案，本项目通 过布局刚果(金)优质太阳能资源，既能抢占非洲新兴清洁能源市场，又能为矿业企业提供定制化能源解 决方案，形成差异化竞争优势。"公司表示。 对于上市公司本身而言，鸿富瀚认为，本次对外投资事项是公司海外发展战略的重要组成部分，有利于 进一步拓展国际市场，提高公司的海外业务拓展能力及服务水平，更好地满足海外客户的多方面需求。 鸿富瀚主要从事精密功能性组件、自动化设备、散热解决方案及新材料的研发、设计、生产和销售，产 品广泛应用于智能手机、平板电脑、笔记本电脑、智 ...

Core Viewpoint - The company plans to invest in a joint venture to establish a photovoltaic energy storage project and develop microgrid business to expand its overseas market and performance growth [1] Investment Details - The total investment for the project is approximately 1.41 billion RMB, with the company investing no more than 1.128 billion RMB and GW Company investing no more than 282 million RMB [1] Project Location and Significance - The KAMOA digital energy photovoltaic power station and storage system project is located in the Kamoa-Kakula copper mining area in the Democratic Republic of the Congo, which is one of the three core mining projects in Southern Africa and currently the largest high-grade copper resource project in Africa [1] Industry Partnership - The project is primarily owned by Ivanhoe Mines, a leading Canadian mining company with significant experience and influence in global mineral resource exploration, development, and operation [1]

鸿富瀚9月26日公告，公司与GW公司、中国有色金属工业第六冶金建设有限公司（刚果金）联合体公 司签署《KAMOA矿业30MW数字能源光伏储能电站项目投资合作协议》，在刚果（金）卢阿拉巴省使 用自有及自筹资金投资建设光伏储能电站项目。在投资协议约定的经营期限内，本项目计划总投资额约 为14.10亿元人民币。其中，公司投资不超过11.28亿元人民币，GW公司投资不超过2.82亿元人民币。项 目建设期预计为2026年5月30日前完成，预计2026年7月31日前完成并网。项目运营期15年平均每年可实 现营业收入为3.57亿元，平均年利润总额为2.16亿元，平均年净利润为2.13亿元，平均毛利率为 69.27%，平均净利率为59.67%。 ...