格隆汇11月25日丨孚能科技(688567.SH)在投资者互动平台表示，公司正在积极拓展储能业务，目前已 形成产品出货。产品方面，公司依托自主研发的大叠片工艺平台与创新型金属软包结构技术，成功研制 出超大容量的储能电芯，兼具成本优势与模块化灵活度的储能解决方案，解决了方壳电芯鼓包下循环次 数低的痛点，同时提升了软包电芯的日历寿命，将 SPS 技术的长循环寿命和卓越经济性延伸至源网侧 储能、工商业储能及家庭储能等全场景应用领域，形成覆盖传统软包与金属软包双技术路线的立体化产 品矩阵。土耳其合资工厂主要为客户提供软包动力电池。 ...

格隆汇11月25日丨孚能科技(688567.SH)在投资者互动平台表示，公司正在积极拓展储能业务，目前已 形成产品出货。产品方面，公司依托自主研发的大叠片工艺平台与创新型金属软包结构技术，成功研制 出超大容量的储能电芯，兼具成本优势与模块化灵活度的储能解决方案，解决了方壳电芯鼓包下循环次 数低的痛点，同时提升了软包电芯的日历寿命，将 SPS 技术的长循环寿命和卓越经济性延伸至源网侧 储能、工商业储能及家庭储能等全场景应用领域，形成覆盖传统软包与金属软包双技术路线的立体化产 品矩阵。土耳其合资工厂主要为客户提供软包动力电池。 ...

Core Viewpoint - Company is actively expanding its energy storage business, leveraging innovative technologies to enhance product offerings and address industry challenges [2] Product Development - Company has developed ultra-large capacity energy storage cells using proprietary stacking technology and innovative metal soft-pack structure, providing cost-effective and modular energy storage solutions [2] - The new products address the issue of low cycle counts associated with prismatic cells while improving the calendar life of soft-pack cells [2] - The application of SPS technology extends long cycle life and excellent economic performance to various energy storage scenarios, including grid-side storage, commercial and industrial storage, and residential storage [2] - The company has established a comprehensive product matrix that covers both traditional soft-pack and metal soft-pack technologies [2]

Core Insights - The article highlights the significant collaboration between Haibo Sichuang and CATL, which signed a three-year agreement for a minimum of 200GWh of battery cell procurement, indicating strong confidence in the future growth of energy storage [2] - Additionally, Canadian company Canadian Solar (Artes) secured a major overseas contract for a storage project, reflecting robust demand both domestically and internationally [2] Group 1: Industry Developments - Recent domestic energy storage policies have been favorable, with the National Energy Administration officially including new energy storage in the capacity pricing mechanism for the first time [3] - If the capacity pricing policy is promoted nationwide, it is expected to enhance the economic viability of energy storage across more provinces, thereby stimulating growth in the sector [3] - In Inner Mongolia, the independent energy storage discharge compensation is set at 0.28 yuan/kWh for 2026, which could significantly boost local energy storage demand [3] Group 2: Company Activities - Haibo Sichuang's agreement with CATL spans from January 1, 2026, to December 31, 2028, with a total procurement volume of no less than 200GWh, ensuring supply according to company demand [2] - Previously, Haibo Sichuang also signed a strategic procurement agreement with Yiwei Lithium Energy for 50GWh of battery cells for the period from 2025 to 2027 [2] - Canadian Solar's subsidiary has signed a contract to provide a complete energy storage solution for the "Tianwang No. 2" project in Ontario, Canada, which has a scale of 411MW/1,858MWh, marking it as one of the largest energy storage projects in the province [2]

Core Insights - Chinese enterprises are shifting their investments in Qatar from traditional sectors to innovation-driven industries, aligning with Qatar's "2030 National Vision" for diversified development [1][3] Investment Trends - Investment diversification is evident in four key areas: - In the digital economy and ICT sector, Chinese companies are actively participating in cloud computing, smart city initiatives, and 5G construction, with Huawei having a long-term commitment in Qatar [2] - In advanced manufacturing and transportation, Yutong is collaborating with Qatar's Mowasalat to introduce electric buses, contributing to the green upgrade of Qatar's public transport system [2] - In the gaming and creative industries, Tencent's Level Infinite is leveraging Qatar's developing gaming ecosystem to expand in entertainment and digital content [2] - In legal and professional services, Yingke Law Firm has established a branch in Qatar to provide cross-border business and legal consulting for bilateral enterprises [2] Renewable Energy Cooperation - There is significant potential for cooperation in renewable energy, with Chinese companies possessing world-leading expertise in hydrogen production, battery technology, and carbon management systems [4] - Qatar aims to achieve 18% renewable energy share and 25% greenhouse gas reduction by 2030, with key projects including the 800 MW Al Kharsaah solar power plant and additional projects totaling 875 MW [5] - Qatar plans to build the world's largest blue ammonia plant by 2026, supporting hydrogen and ammonia-based clean energy solutions, and aims to collaborate with China on green and blue hydrogen technology research [6] - Qatar ranks first globally in carbon capture, storage, and utilization (CCUS), and there are opportunities for joint advancements in CCS and energy storage solutions with Chinese engineering and manufacturing strengths [6]

Core Insights - The "Guiding Opinions" issued by the National Development and Reform Commission and the National Energy Administration aim to establish a multi-level, efficient renewable energy consumption and regulation system by 2030, ensuring smooth grid connection and diverse utilization of renewable energy [1][2] - The policy framework emphasizes energy transition as the main line, supported by measures such as energy storage, new power systems, and ultra-high voltage construction, addressing the current challenges in renewable energy consumption [1][2] - The new policy is expected to shift the renewable energy industry from rapid growth to more refined development, particularly impacting the wind and solar sectors [2][3] Industry and Company Impacts - The establishment of a multi-layered renewable energy consumption system will provide clearer pathways for technological innovation and market expansion within the renewable energy industry [2] - Companies like Longi Green Energy and JA Solar are already adapting to the new policy by exploring integrated solutions such as electric-hydrogen collaboration and energy storage to enhance renewable energy consumption [3] - The policy encourages the development of distributed solar power stations, particularly in industrial parks and export-oriented enterprises, which will be key markets for project profitability [2][3] Future Goals and Market Opportunities - By 2035, the goal is to have a new power system that can accommodate a high proportion of renewable energy, with a unified national electricity market playing a foundational role in resource allocation [4] - The policy highlights the need to enhance cross-provincial and cross-regional transmission capabilities, which will create growth opportunities in ultra-high voltage equipment, smart substations, and flexible direct current transmission [4] - The downstream electricity sales market is expected to drive service upgrades and promote the development of the entire electricity sales industry chain, improving overall industry efficiency [4]

专题：2025可持续全球领导者大会&首届绿色产业与可持续消费博览会 2025可持续全球领导者大会于10月16日-18日在上海市黄浦区世博园区召开。 2025可持续全球领导者大会由世界绿色设计组织（WGDO）与新浪集团联合主办，国际财务报告准则 基金会（IFRS Foundation）北京办公室协办，新浪财经与世界绿色设计组织北京代表处承办，上海市黄 浦区人民政府支持。 在《ESG步入主流：标准与共同承诺如何驱动行动落地》议题中，鼎力可持续数字科技CEO王德全出席 圆桌论坛。 绿色能源、绿色技术方面中国做的非常好，尤其是在硬核实力方面，但是在软性指标方面，报告、衡量 指标等等，尤其是说我们产品可持续性的一些衍生指标方面是非常复杂的，所以我们才会说需要有相关 的一些比较软性的指标，一些衡量的方式。 责任编辑：张恒星 在论坛互动环节，王德全分享了中国企业出海的服务案例。王德全指出，我们新能源方面确实处于比较 领先的地位，包括电车等。像我自己一直做的工作就是跨境的贸易到底怎么样做衔接的工作，怎么样让 中国的企业在出海方面取得更多的优势。 王德全分享到，部分非洲的有趣的年轻创业者，他们其实对于中国的（可持续发展）解决方 ...

Core Insights - CATL, a global leader in power batteries, signed a memorandum of cooperation with A.P. Moller-Maersk to promote low-carbon transformation in global supply chains and optimize CATL's supply chain management [1] Group 1: Partnership Details - The partnership will explore electrification applications in container fleets, port ecosystems, inland transportation, and warehousing, focusing on power system design, energy management, and battery recycling solutions [1] - CATL's advantages in advanced battery technology, energy storage solutions, and battery recycling will drive the electrification process in key supply chain segments [1] Group 2: Strategic Goals - Both companies aim to accelerate the decarbonization process in the global logistics industry, committing to achieving net-zero emissions in the future [1] - The collaboration is expected to redefine logistics possibilities by integrating CATL's cutting-edge battery technology with Maersk's global logistics capabilities, creating long-term value for customers and the industry [1]

Core Viewpoint - The company is focused on providing core components for energy storage, such as inverters and converters, and aims to enhance its sales proportion in the energy storage business to support global energy transition and sustainable development [1] Company Strategy - The company is committed to delivering efficient and intelligent energy storage solutions to global customers [1] - The company plans to actively seize industry opportunities to increase the sales share of its energy storage business [1]

Core Insights - The green transformation of mining companies is generating significant orders for electric engineering machinery [2][5] - Fortescue Metals Group aims to achieve true zero emissions in its Australian iron ore operations by 2030, collaborating with leading green technology firms [3][4] - XCMG has secured the largest green mining machinery export order in China, providing 150 to 200 electric mining trucks to Fortescue [2][4] Group 1: Company Initiatives - Fortescue Metals Group announced its goal to eliminate fossil fuel use in iron ore operations by 2030, positioning itself as a leader in green technology and energy [3][4] - The collaboration with XCMG will involve the delivery of 240-ton electric mining trucks, with expectations that the order value will exceed the previous year's 3 billion RMB [2][4] - Other mining giants like Rio Tinto, BHP, and Vale are also pursuing green transformations, indicating a broader industry trend towards electric engineering machinery [5][6] Group 2: Market Opportunities - The shift towards electric engineering machinery is expected to create substantial opportunities in the industry, with electric machinery becoming a necessity for mining companies [7] - The global market for electric engineering machinery is projected to grow from approximately $15 billion in 2023 to between $50 billion and $70 billion by 2030, with a compound annual growth rate exceeding 20% [7] - High-energy equipment such as mining trucks and large excavators will drive over 60% of the demand in the electric engineering machinery market [7]