行家说储能 行家说储能最新消息，6月26日，麦田能源股份有限公司深交所创业板IPO获受理。 据悉，麦田能源系一家围绕户用能源生态，以储能系统和并网逆变器为核心产品，打造了覆盖户用和工商业的分布式能源产品体系，并拓展充电桩和热泵等，形成 了光储充热一站式综合能源解决方案的新能源企业。 ▋ 募资16.61亿元，主用于扩产 招股书显示，本次计划募资总额为16.61亿元，用于"年产 100 万台套智慧储能产品产业园建设项目"、"研发中心建设项目"、"营销及技术服务体系建设项目"及"补充 流动资金"四个方向。 | | | 募资用途及相关情况 | | 理 行家说储能 | | --- | --- | --- | --- | --- | | | | | | 单位:万元 | | 序号 | 项目名称 | 项目总投资 | 募集资金投资额 | 实施主体 | | 1 | 年产100万台套智慧储能 产品产业园建设项目 | 123.141.52 | 103.100.16 | 麦田能源 | | 2 | 研发中心建设项目 | 26,557.75 | 26.557.75 | 上海分公司 | | 3 | 营销及技术服务体系建 设项目 | 6.45 ...

Core Viewpoint - Hainan Jinpan Intelligent Technology Co., Ltd. has transformed from a traditional power equipment company into an innovative, technology-driven, and digital enterprise, focusing on the development of transformers and related products while expanding into intelligent manufacturing and AI integration [1][2]. Group 1: Company Overview - Established in 1997, Jinpan Technology has developed a global production base, with operations in countries such as Mexico, Poland, and Malaysia, and its products are distributed in over 80 countries and regions [1]. - The company has received various international certifications for its main products, including UL and KEMA [1]. Group 2: Financial Performance - In the first quarter of this year, Jinpan Technology reported steady revenue growth, particularly in data centers and wind energy sectors [2]. - As of March 31, the order amount for the company's complete series products in the data center sector increased by 43.25% compared to the same period last year [2]. Group 3: Research and Development - Jinpan Technology invested 356 million yuan in R&D in 2024, resulting in 284 effective patents, 73 software copyrights, and 37 trademarks [2]. - The company has successfully completed projects such as the 20.6MVA dry-type transformer for floating wind turbine units, recognized as an advanced equipment manufacturing project in Hainan Province [2]. Group 4: Strategic Initiatives - In 2024, Jinpan Technology aims to integrate AI technology with its digital manufacturing platform to enhance production efficiency and product quality across the entire business chain [3]. - The company is focusing on the intelligent industrial robot sector, particularly in smart welding, handling, and collaborative robots, to drive its smart manufacturing transformation [3]. Group 5: Future Outlook - Jinpan Technology plans to increase R&D investment in 2025, continuing to drive technological innovation and expand its product matrix with digital, low-carbon, and intelligent products [3]. - The company aims to establish a three-dimensional driving model focusing on global market layout, high-value products, and efficient production operations, leveraging technology innovation as a key engine for growth [4].

插播 ： 6月10日的"2025年全球用户侧储能产业价值峰会暨应用示范展"圆满收官，演讲嘉宾PPT，点击 "阅读原文 " 了解详情 11日，行家说储能报道了"储能定义权之争升级！TOP30集结上海"（ 点这里 ），今日，行家说储能将继续关注SNEC展。 与往年相比，此次展会由光伏展变成名副其实的储能展，储能企业数量、储能产品含量、热度都有极大提升。而且所发布的产品除了围绕第三代电 芯的定义权外，还因应今年136号文落地和市场价值化变革，推出136政策响应方案、光储电站经济性评估以及AI+工商业储能系统等。 在产品迭代加速的同时，多家企业在展会期间密集签署重磅合作协议以及GWh级采购订单，如瑞浦兰钧总签约订单量超20GWh，国轩高科新品拿 下3GWh订单，蜂巢能源则 一举斩获2.1GWh储能订单…… | 参展企业 | 主要储能展品 | | --- | --- | | 采日能源 | Serlattice G3 10MWh智储系统等 | | 中车株洲所 | 构网型储能系统、中车"云枢"储能变流器等 | | 华为数字能源 | 构网型光储解决方案 FusionSolar9.0 | | 比亚迪储能 | 全场景储能新品 | ...

Investment Rating - The report maintains a "Recommended" rating for the company, indicating a positive outlook based on its market position and growth potential [4][6]. Core Insights - The company reported a significant decline in revenue for 2024, achieving 70.121 billion yuan, a year-on-year decrease of 14.02%. The net profit attributable to shareholders was a loss of 4.656 billion yuan, marking a shift from profit to loss [1]. - The company has accelerated its overseas market expansion, with a notable increase in battery module shipments, reaching 79.447 GW, of which approximately 49% were exported [2]. - The company is enhancing its energy storage solutions, launching integrated home energy storage systems and commercial energy storage products, achieving system efficiencies above 89.5% [3]. Financial Performance Summary - For 2024, the company reported total revenue of 70.121 billion yuan, with a projected revenue of 67.695 billion yuan for 2025, indicating a continued decline before a recovery in subsequent years [5][11]. - The net profit is expected to rebound to 1.454 billion yuan in 2025, with further increases to 2.333 billion yuan in 2026 and 3.464 billion yuan in 2027, reflecting a recovery trajectory [5][11]. - The earnings per share (EPS) is projected to improve from -1.41 yuan in 2024 to 1.05 yuan by 2027, indicating a positive trend in profitability [5][11].

插播 ：直击3000+精准用户群，2025全球用户侧储能产业价值峰会暨应用示范展6月启幕！点击" 阅读原文 "了解 今日（4月10日），第十三届储能国际峰会暨展览会（ESIE 2025)北京拉开帷幕，数百家储能企业集体亮相。 行家说储能特甄选了30+储能企业所展示的产品，从他们所展出的产品可以看到： | 参展企业 | 展品 | 主要产品特点 | | --- | --- | --- | | 精控能源 | 液冷OmniCube-L261、OmniCube-L418储能系统 | 模块化设计,节省30%占地面积 | | | PotisBank-L5.0-AC串式交直流一体化储能系统 | 一簇一管理,节省59%占地面积 | | 融和元储 | "Al+"解码储能运营新范式 | 一站一策,一芯一诊 | | 新能安 | UniC AG300-150工商业储能交直流一体机 | 15000次循环(25℃下SOH≥70%) | | 南都电源 | CENTERLMAX 8.338MWh液冷储能系统 | 支持4簇-2000V和8簇-1500V配置 | | | 783Ah超大容量固态电池 | 电芯能量密度>430Wh/L,循环寿命>15 ...

Group 1: 华盛锂电 - Company plans to invest in a project to produce 60,000 tons of vinyl carbonate annually, with the first phase targeting 30,000 tons [1] - Total investment for the project is approximately 950 million yuan, funded by the company's own or raised funds [1][2] Group 2: 万里扬 - Shareholder plans to reduce holdings by up to 1.5% of the company's total shares, equating to a maximum of 19.69 million shares [3] - The reduction is due to the shareholder's own funding needs [3][4] Group 3: 云南旅游 - Company intends to raise no more than 191 million yuan through a private placement of up to 304 million shares [5] - Funds will be used for the construction of a cultural tourism equipment industrial park and to repay debts [5][6] Group 4: 冠农股份 - Company reported a 71.58% decline in net profit for 2024, amounting to 205 million yuan [9] - Revenue decreased by 11.15% to 3.863 billion yuan, with a proposed cash dividend of 0.8 yuan per 10 shares [9][10] Group 5: 华光新材 - Company achieved a 93.78% increase in net profit for 2024, totaling 80.6174 million yuan [11] - Revenue grew by 35.52% to 1.918 billion yuan, with a proposed cash dividend of 2.77 yuan per 10 shares [11][12] Group 6: 南大光电 - Company reported a 28.15% increase in net profit for 2024, reaching 271 million yuan [13] - Revenue increased by 38.08% to 2.352 billion yuan, with a proposed cash dividend of 1 yuan per 10 shares and a stock bonus of 2 shares for every 10 shares held [13][14] Group 7: 博瑞医药 - Company experienced a 6.57% decrease in net profit for 2024, amounting to 189 million yuan [15] - Revenue increased by 8.74% to 1.283 billion yuan, with a proposed cash dividend of 0.96 yuan per 10 shares [15][16] Group 8: 贵州茅台 - Company reported a 15.38% increase in net profit for 2024, totaling 862 million yuan [17] - Revenue grew by 15.71% to 170.9 billion yuan, with a proposed cash dividend of 276.24 yuan per 10 shares [17][18] Group 9: 西部建设 - Company reported a net loss of 263 million yuan for 2024, compared to a profit of 645 million yuan in 2023 [19] - Revenue decreased by 11.01% to 20.347 billion yuan, with a proposed cash dividend of 1.25 yuan per 10 shares [19][20] Group 10: 锡业股份 - Company achieved a 2.55% increase in net profit for 2024, totaling 1.444 billion yuan [21] - Revenue slightly decreased by 0.91% to 41.973 billion yuan, with a proposed cash dividend of 1.9 yuan per 10 shares [21][22] Group 11: 海天味业 - Company reported a 12.75% increase in net profit for 2024, amounting to 6.344 billion yuan [23] - Revenue increased by 9.53% to 26.901 billion yuan, with a proposed cash dividend of 8.6 yuan per 10 shares [23][24] Group 12: 台基股份 - Company experienced an 18.77% decrease in net profit for 2024, totaling 25.2935 million yuan [25] - Revenue increased by 10.76% to 354 million yuan, with a proposed cash dividend of 0.8 yuan per 10 shares [25][26] Group 13: 金盘科技 - Company reported a 13.82% increase in net profit for 2024, amounting to 574 million yuan [27] - Revenue grew by 3.5% to 6.901 billion yuan, with a proposed cash dividend of 5.06 yuan per 10 shares [27][28] Group 14: 中油资本 - Company reported an 8.14% decrease in net profit for 2024, totaling 4.652 billion yuan [29] - Revenue slightly increased by 0.08% to 39.024 billion yuan, with a proposed cash dividend of 0.57 yuan per 10 shares [29][30] Group 15: 锐捷网络 - Company achieved a 43.09% increase in net profit for 2024, amounting to 574 million yuan [31] - Revenue increased by 1.36% to 11.699 billion yuan, with a proposed cash dividend of 6.06 yuan per 10 shares and a stock bonus of 4 shares for every 10 shares held [31][32] Group 16: 华瓷股份 - Company reported a 14.21% increase in net profit for 2024, totaling 205 million yuan [33] - Revenue grew by 8.79% to 1.34 billion yuan, with a proposed cash dividend of 4 yuan per 10 shares [33][34] Group 17: 金龙羽 - Company experienced a 14.14% decrease in net profit for 2024, amounting to 14 million yuan [35] - Revenue decreased by 6.53% to 3.675 billion yuan, with a proposed cash dividend of 3 yuan per 10 shares [35][36] Group 18: 恒帅股份 - Company reported a 5.75% increase in net profit for 2024, totaling 214 million yuan [37] - Revenue increased by 4.21% to 962 million yuan, with a proposed cash dividend of 4 yuan per 10 shares and a stock bonus of 4 shares for every 10 shares held [37][38] Group 19: 爱玛科技 - Company expects a 25.12% increase in net profit for the first quarter of 2025, amounting to 605 million yuan [39] - Main business includes the development, production, and sales of electric bicycles and motorcycles [39][40] Group 20: 西王食品 - Company reported a net loss of 444 million yuan for 2024, compared to a loss of 16.8658 million yuan in 2023 [41] - Revenue decreased by 9.43% to 4.972 billion yuan [41][42]