证券日报网讯蓝海华腾10月10日在互动平台回答投资者提问时表示，公司的电动飞行器电机控制器已进 入实验样机测试阶段，储能业务正在逐步扩展中，关于参股公司华创智企人形机器人关节模组的相关情 况请关注华创智企微信公众号。 （文章来源：证券日报） ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：贵公司eVTOL 电驱系统什么时候商业化？控股子公司 华圣国际新能源的储能业务市场占有率怎样？人形机器人关节模组的伺服驱动器什么时候量产？ 蓝海华腾（300484.SZ）10月10日在投资者互动平台表示，公司的电动飞行器电机控制器已进入实验样 机测试阶段，储能业务正在逐步扩展中，关于参股公司华创智企人形机器人关节模组的相关情况请关注 华创智企微信公众号。 ...

证券日报网讯胜蓝股份10月9日在互动平台回答投资者提问时表示，公司储能业务的客户有比亚迪、阳 光电源等公司。 （文章来源：证券日报） ...

A股光伏巨头，正式递表港交所。 10月5日消息，阳光电源股份有限公司向港交所提交上市申请书，独家保荐人为中金公司。 据悉，阳光电源此次发行H股，拟将募集资金用于研发用途，包括新一代光伏与储能产品的研发投入，以及建设及升级研发中心；用于在海外建造生产基 地；用于加速数智化建设，赋能业务发展；用作营运资金及其他一般公司用途。 近日，阳光电源在二级市场走势相当抢眼，公司股价持续攀高，9月份累计涨幅超62%，总市值突破3300亿元。 公司于10月1日发布2025年第二次临时股东会决议公告，公司9月30日召开的股东会议，审议通过了《关于公司发行H股股票并在香港联合交易所有限公司 上市的议案》。 不同于一体化组件厂商，由于业务结构的差异，阳光电源是今年上半年少数实现逆势发展的光伏行业企业之一。据阳光电源解释，主要盈利贡献来自于光 伏逆变器、储能业务和新能源投资开发。 阳光电源（300274）此前于8月25日公告表示，为深化公司全球化战略布局，提升公司国际化品牌形象，打造公司多元化融资渠道，进一步提升公司核心 竞争力，公司拟发行境外上市外资股（H股）股票并申请在香港联交所主板挂牌上市。 ...

【环球网财经综合报道】当地时间10月2日（周四），特斯拉在官网披露2025年第三季度生产与交付数据，核心 业绩呈现"交付创新高、生产同比降"的分化态势，叠加政策变动与市场预期博弈，公司股价在盘前冲高后显著 回落。 数据显示，特斯拉本季度汽车交付量达497,099辆，同比增长7.4%，不仅刷新季度交付纪录，更大幅超出市场预 期，FactSet汇总的华尔街预测值仅为447,600辆。与此同时，公司当季汽车生产量为447,450辆，较去年同期出现 下降；储能业务则表现亮眼，部署量达12.5吉瓦时（GWh），同样创下历史最高纪录。 值得注意的是，当前投资者正逐步淡化汽车销售领域的疲软信号，转而聚焦公司长期增长叙事——无人驾驶汽 车、人工智能、机器人等技术领域的发展承诺成为市场关注核心。素材中提及投资者关注点已转向上述领域， 这一趋势正成为支撑市场信心的重要因素。（陈十一） 这一政策节点引发行业对后续需求的担忧。本周早些时候，福特汽车CEO吉姆·法利明确表示，预计10月美国纯 电动汽车需求将明显降低，最差情况下可能缩减一半，反映出补贴退坡对市场的潜在冲击。 市场对特斯拉交付数据的反应呈现短期波动。受超预期交付数据推动， ...

Group 1 - The company was asked about the competitiveness of its energy storage business and whether it plans to extend into solid-state battery technology [1] - The company indicated that details regarding its energy storage business's competitive advantages can be found in its 2025 semi-annual report [1] - Currently, the company has no plans to expand into solid-state battery business [1]

Group 1 - The core focus of the company is on overseas markets for its energy storage business, with successful projects established in Eastern Europe and the Middle East since last year [1] - Ongoing solar storage projects are progressing in the UK and Poland, and the company has established an overseas energy storage subsidiary in the Netherlands [1] - In response to evolving market conditions, the company is actively planning for the domestic market, particularly in the East China region, where discussions for related energy storage stations are underway [1]

Core Viewpoint - China Power Construction Corporation (CPCC) is planning to spin off its subsidiary, CPCC New Energy, for an IPO on the Shanghai Stock Exchange, aiming to raise 9 billion yuan for investment in wind and solar energy projects [2][3]. Group 1: Company Developments - CPCC New Energy has released its prospectus, indicating a unique strategy that combines photovoltaic and comprehensive energy solutions with energy storage, focusing on innovative projects like thermal energy storage and hydrogen energy [2]. - The company has been actively exploring technology by establishing a research institute for new energy and energy storage, participating in multiple research center constructions, and enhancing its intellectual property protections [2][3]. - The initial announcement of the spin-off dates back to 2023, with CPCC New Energy successfully attracting ten investors and increasing its registered capital to 7.5 billion yuan [2]. Group 2: Financial Performance - CPCC New Energy's revenue for 2022 to Q1 2025 is projected to be approximately 8.38 billion yuan, 8.73 billion yuan, 9.8 billion yuan, and 2.66 billion yuan respectively, with net profits of about 1.77 billion yuan, 2.33 billion yuan, 2.55 billion yuan, and 510 million yuan [3]. - The share of solar power generation in the company's revenue is increasing, rising from 15.47% in 2022 to 28.38% in Q1 2025 [3]. - CPCC has maintained a stable growth trend, although it has experienced slight profit declines due to cyclical industry fluctuations and low gross margins in its energy construction business [3]. Group 3: Industry Trends - CPCC's energy storage layout has been stable, with the establishment of a safety technology center focusing on safety regulation, technology research, and talent development in the energy storage sector [4]. - The company signed 96 projects in the new energy storage field in the first half of the year, with a total contract value exceeding 20.9 billion yuan, indicating a successful transition to a new power system [4]. - The total contract amount for domestic projects reached approximately 545 billion yuan, a year-on-year increase of about 3.16%, while overseas contracts amounted to about 141.6 billion yuan, up 17.5% year-on-year [4][5].

Company Overview - Kelu Electronics, established on August 12, 1996, and listed on March 6, 2007, is located in Nanshan District, Shenzhen, Guangdong Province. The company specializes in the research, production, and sales of electrical instruments, power automation products, and renewable energy and energy-saving products [1]. Financial Performance - For the first half of 2025, Kelu Electronics achieved a revenue of 2.573 billion yuan, representing a year-on-year growth of 34.66%. The net profit attributable to shareholders was 190 million yuan, showing a significant increase of 579.14% [2]. - The company has cumulatively distributed 218 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3]. Stock Performance - As of September 16, Kelu Electronics' stock price was 7.69 yuan per share, with a market capitalization of 12.772 billion yuan. The stock has increased by 76.78% year-to-date, although it has seen a slight decline of 2.16% over the past five trading days [1]. - The stock's trading volume on September 16 was 161 million yuan, with a turnover rate of 1.48%. The net outflow of main funds was 27.8369 million yuan [1]. Shareholder Information - As of June 30, 2025, Kelu Electronics had 69,900 shareholders, a decrease of 8.55% from the previous period. The average circulating shares per person increased by 9.35% to 20,013 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited held 22.5663 million shares, an increase of 7.988 million shares compared to the previous period [3]. Business Segments - The main business revenue composition of Kelu Electronics includes energy storage (49.83%), smart grid (48.74%), property management (0.91%), comprehensive energy management and services (0.43%), and other supplementary services (0.10%) [1].

Core Viewpoint - The company is focusing on expanding its energy storage business primarily in overseas markets, with ongoing projects in Eastern Europe and the Middle East, and plans for domestic market development in response to evolving market conditions [1] Group 1: Overseas Market Expansion - The company's main target market for its energy storage business is currently overseas [1] - Projects have been successfully implemented in Eastern Europe and the Middle East [1] - Ongoing projects are progressing in the UK and Poland [1] - The company has established an overseas energy storage subsidiary in the Netherlands [1] Group 2: Domestic Market Planning - The company is actively planning for the domestic market, particularly in relation to energy storage, integrated energy, and zero-carbon park development [1] - Negotiations for domestic energy storage stations are currently underway [1]