五 参会报名 2 ECRIFE 工商储/便携式储能电汁 itc o ■ 侧储能自用 酒店(深圳FIS 2025起点户储/工商储/便携式储能电池技术论坛 暨全球用户侧储能白皮书发布会 时间： 2025年12月19日 地点： 深圳 大会组织型兹 活动名称： 2025起点户储/工商储/便携式储能电池技术论坛暨全球用户侧储能白皮书发布会 同期活动： 2025第十一届起点锂电行业年会暨起点锂电十周年庆典（2025年12月17-18日） 活动主题： 聚焦储能新技术 共建产业新生态 主办单位: 起点锂电、起点储能、起点研究院 SPIR 活动规模： 600+ 举办时间： 2025年12月19日 活动地址： 深圳市维纳斯皇家酒店（深圳国际会展中心京基百纳店）二楼维纳斯厅（深圳市宝安区沙井镇沙井路 118号） 1、专业聚焦: 行业首个深度聚焦用户侧储能(户储 +工商储+便携）电池技术的专业高峰论坛; 2、 权威发布： 2025首个全球用户侧储能（户储+工商储+便携式）行业白皮书现场发布、户储电芯及系统出货量TOP10、工商储电芯及 系统出货量TOP10、便携式储能电芯及系统出货量TOP10权威排行榜发布; 3、 洞见未来： 深度 ...

Group 1 - The core viewpoint highlights the strong growth in exports of "new three items" (electric vehicles, lithium-ion batteries, and photovoltaic products) from Hunan Province, with a total export value of 11.32 billion yuan, representing an 83.5% increase year-on-year [1][2] - Electric vehicle exports reached 7.3 billion yuan, showing an 83% growth, while lithium-ion battery exports surged to 3.67 billion yuan, marking a 104.6% increase [1][3] - The city of Changsha led the province with a remarkable 94.1% growth in exports of "new three items" [1] Group 2 - Private enterprises dominated the export market, accounting for 11.09 billion yuan in exports of "new three items," a 93% increase, and representing 97.9% of the total export value [2] - Major export destinations included Indonesia, Mexico, and the United States, with exports to these countries growing significantly [2] - Changsha's exports of "new three items" totaled 9.97 billion yuan, making up 88% of the province's total [2] Group 3 - The analysis from Changsha Customs indicates that companies like BYD are performing well in the global market, with BYD's exports accounting for over 50% of the total, growing by 95.7% [3] - The export volume of pure electric passenger vehicles increased by 15.1 times, with logistics efficiency improved through the use of self-owned shipping fleets [3] - New regulations allowing the import of recycled black powder for lithium batteries are expected to address domestic resource shortages and reduce costs [3]

Core Viewpoint - The company, Far East Holdings, reported significant contract wins in May 2023, totaling approximately RMB 419.39 million, primarily driven by its smart cable network, smart battery, and smart airport businesses [1][2]. Group 1: Contract Wins and Business Segments - In May 2023, Far East Holdings secured contracts exceeding RMB 10 million, with the smart battery segment alone contributing nearly RMB 320 million [1][2]. - The company achieved two major collaborations in the industrial and commercial energy storage sector, with contracts worth RMB 261 million and RMB 25.08 million, respectively [2]. - In the residential energy storage sector, contracts worth RMB 11.53 million were obtained, and in the lithium battery sector, a contract worth RMB 22 million was secured [2]. Group 2: Business Independence and Future Impact - Far East Holdings stated that the new contracts will not affect the independence of its business operations and are expected to positively impact future performance if executed smoothly [3]. Group 3: Company Overview and Market Position - Founded in 1985, Far East Holdings has established itself as a leader in three main business areas: smart cable networks, smart batteries, and smart airports [4]. - The company has developed a comprehensive supply chain in the smart battery sector, covering everything from cells to energy storage systems, and is actively addressing market pain points with diverse product offerings [5]. Group 4: Technological Advancements and Revenue Growth - Far East Holdings is focusing on new technology development, including solid-state batteries and sodium-ion batteries, while also being a supplier of high-precision ultra-thin lithium battery copper foil [6]. - In 2024, the smart battery business saw the highest revenue growth among the three segments, with a revenue of RMB 1.654 billion, a year-on-year increase of 180.47% [6]. - The company secured over RMB 1 billion in energy storage contracts in 2024, marking a staggering year-on-year growth of 5605% [6]. Group 5: Continued Growth and Market Strategy - In 2025, the smart battery business continues to thrive, with significant projects like the 200MW/800MWh independent energy storage station in Hebei and the launch of a -45°C ultra-low temperature liquid-cooled energy storage container in Europe [7]. - The company is also enhancing its product offerings in the lightweight power market, launching new high-capacity cylindrical lithium-ion batteries that meet current market demands [7].

Group 1: Financial Performance and Challenges - In 2023, the company successfully issued 400 million yuan in convertible bonds, leading to a significant increase in financial expenses for 2024 [1] - The company's 2024 losses were primarily due to changes in the renewable energy industry policies, which affected electricity construction revenue [2] - The asset-liability ratio as of December 31, 2024, was 57.27%, with cash flow from operations at 93 million yuan [3] Group 2: Business Strategy and Adjustments - The company has adopted a cautious strategy in the renewable energy EPC sector, focusing on low-risk projects and halting high-risk operations [2][4] - To optimize its asset structure, the company sold its stake in Shanghai Yiguan New Energy Co., which resulted in a decrease in high-margin revenue [2] - The company aims to become a leading provider of "energy internet system solutions" in China, focusing on smart manufacturing and seizing opportunities in the renewable energy sector and the "Belt and Road" initiative [4] Group 3: Market Conditions and Competitive Landscape - The domestic market for power distribution and control equipment is highly competitive, leading to pressure on profit margins due to rising production costs and aggressive pricing strategies [2] - The company is investing in new business areas such as portable energy storage and mobile charging, which are currently in the market expansion phase and have not yet fully contributed to profits [3]