关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤储能 资讯~ 2024年，是全球储能市场发展迅猛的一年：新增装机 188.5 GWh ，同比增长 80% 。行业高速 增长的背后，却是市场竞争冰火两重天。 2025年6月23日，深交所一则公告为高特电子 27 年的发展历程画上关键注脚 —— 其创业板 IPO 申请正式获受理。 根据招股书显示，此次 IPO高特电子计划募集资金 8.5亿元 ， 在 此前最新估值已达 43.27亿 ， 而其21年估值仅为 4 亿 ，短短几年翻了10倍。 其背后股东方更是成功汇集国家电网、中石油、中石化、深圳国资委四大央企资本，并引入招银国 际、阿特斯等数十家战略投资者和知名机构。 这家即将冠名为 "BMS第一股"的老牌企业，在穿越铅酸检测、动力电池、储能浪潮三次产业周期 后，终以创业板IPO之名叩响资本大门。 -广告- 高特电子产品 01 啃下"硬骨头" ，却没吃到肉 1998 年，中国电力、电信等基础设施加速扩张，铅酸蓄电池作为后备电源的核心部件，其可靠性 与稳定性直接关乎系统安全，但行业普遍依赖 人工离线检测或简单电压监测，精度与效率瓶颈显 著。 彼 ...

6月23日，深交所官网显示，杭州高特电子设备股份有限公司（以下简称"高特电子"）创业板IPO申请正 式获得受理。这一消息在资本市场和新能源行业引发广泛关注，标志着这家专注于新型储能电池管理系 统（BMS）的企业，即将迈向资本市场的新征程。 高特电子作为一家以技术创新为驱动的国家级高新技术企业和专精特新"小巨人"企业，在新能源产业中 占据重要地位。其核心业务聚焦于为市场提供安全、可靠、高效、稳定且更具经济性的新型储能BMS 相关产品。BMS作为新型储能系统的关键组成部分，犹如人体的"神经中枢"，承担着对电池系统多维度 数据采集、诊断、安全管理和主动维护等重要职责，对于确保新型储能电池系统安全、稳定、经济运行 起着决定性作用。 在产品应用领域，高特电子的储能BMS相关产品展现出广泛的适用性。其产品不仅广泛应用于电源 侧、电网侧的大型高压储能电站，在工商业储能、户用储能等领域也占据一定市场份额。与此同时，公 司产品覆盖范围进一步延伸至数据中心、通信基站、轨道交通等领域的后备电源BMS，以及新能源汽 车、电动船舶等领域的动力电池BMS，还涉及电力检测等相关业务。不仅如此，高特电子紧跟国家电 力市场化改革趋势，基于BM ...

Core Viewpoint - Gaote Electronics is positioned to become the "first stock of energy storage BMS" in A-shares with its upcoming IPO, focusing on energy storage battery management systems (BMS) and leading market share [1][2]. Fundraising and Investment - Gaote Electronics plans to raise 850 million RMB through the issuance of up to 12 million shares, with the net proceeds allocated to the construction of an intelligent manufacturing center for energy storage battery management systems and to supplement working capital [2]. - The total investment for the intelligent manufacturing center project is approximately 674.14 million RMB, with 600 million RMB sourced from the IPO funds [2]. Financial Performance - The company has shown a compound annual growth rate (CAGR) of 63.31% in revenue from 2022 to 2024, with main business revenues of 344.4 million RMB, 770 million RMB, and 919 million RMB for the respective years [3][5]. - The revenue from core technology products has increased significantly, accounting for 90.26% of total revenue in 2024, up from 77.73% in 2022 [5][7]. - Net profits for 2023 and 2024 are projected at 79.04 million RMB and 87.04 million RMB, respectively, meeting the listing standards for profitability [7]. Market Position and Competition - Gaote Electronics ranks as the top new energy storage BMS company in China as of 2023, with a significant market share in the third-party BMS sector [11][12]. - The company has established strategic partnerships for R&D, notably with Xi'an Aerospace Minxin, to develop proprietary AFE information collection chips, enhancing its competitive edge in the BMS market [12]. Customer Base - The customer portfolio includes major players such as CATL, Ganfeng Lithium, and State Grid, with no single customer accounting for over 50% of total revenue, indicating a diversified client base [13][15]. Growth Strategy - Gaote Electronics is transitioning towards a comprehensive data service provider in the energy storage sector, leveraging its BMS technology to offer integrated data services for energy management [16][18]. - The company aims to enhance its data service capabilities, which are expected to become a significant growth driver in the future [19].

Core Viewpoint - Hangzhou Gaote Electronics Co., Ltd. has initiated its IPO on the Shenzhen Stock Exchange's ChiNext board, aiming to raise 850 million yuan to enhance its position in the new energy storage industry [1] Company Overview - Gaote Electronics specializes in providing innovative battery management systems (BMS) for the new energy sector, focusing on safety, reliability, efficiency, stability, and cost-effectiveness [1] - The company has maintained a leading position in the shipment volume of BMS products in the large-scale energy storage sector for three consecutive years [1] Product and Market Application - The primary products include energy storage BMS modules and related products, with applications in large high-voltage energy storage power stations, commercial and residential energy storage, data centers, communication bases, rail transit, and electric vehicles [1] - BMS serves as the "nerve center" of new energy storage systems, facilitating multi-dimensional data collection, diagnostics, safety management, and proactive maintenance [1] Industry Recognition - According to the CESA's 2024 China New Energy Storage Industry Development White Paper, Gaote Electronics ranked first among the top 10 BMS companies in China for 2023 [2] - The company is also listed among the top BMS manufacturers for operational capacity in the electrochemical energy storage station sector as of the end of 2024 [2] Financial Performance - Revenue figures for Gaote Electronics are projected at approximately 346 million yuan, 779 million yuan, and 919 million yuan for the years 2022, 2023, and 2024, respectively [2] - Net profits for the same years are estimated at around 53.75 million yuan, 88.23 million yuan, and 98.42 million yuan [2] Investment Plans - The funds raised will be allocated to the construction of an intelligent manufacturing center for energy storage battery management systems and to supplement working capital, with a total investment of approximately 924.14 million yuan [2] Financial Metrics - As of the end of 2024, total assets are reported at approximately 1.16 billion yuan, with equity attributable to shareholders at about 798 million yuan [4] - The company has shown a decreasing trend in asset-liability ratios, with consolidated and parent company ratios at 31.19% and 25.99%, respectively, by the end of 2024 [4] - Basic and diluted earnings per share are projected at 0.27 yuan for 2024, reflecting a steady increase from previous years [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 | ...

文 | 中关村储能产业技术联盟 近年来，全球储能装机规模持续攀升，但安全事故却成为行业发展健康道路上挥之不去的阴影。 近几年全球储能事故持续发生，其中热失控导致的火灾占事故总量的比例较高。面对这一严峻形 势，行业探索了从本征安全优化到早期诊断、消防系统升级等多元化路径，但如何实现从"被动 防御"到"主动治理"的跨越，仍是待解难题。 储能电站的安全防线为何频频失守？事故分析表明，电池性能的梯度衰减、电芯离散性扩大及隐 性失效因子累积等问题，往往在传统BMS电池管理系统的监控盲区中持续恶化。 如何突破被动 式安全管控模式？ 《黄帝内经》中"上工治未病"的千年中医智慧，恰为储能安全提供了启示：消 防仅属减灾手段，真正的破局之道在于构建源头预防机制。这一洞察，也是弘正储能安全技术研 发的核心思路。 创新成果落地：外挂式AI电池安全智能诊断预测装置 弘正储能BMS 2.0通过内嵌的7M（电压、电流、温度、内阻、压力、气体、颗粒）多维度感知系 统，以毫秒级频率捕获电芯微观状态参数，覆盖从电化学特性到机械形变的全面监测。借助边缘 端异构计算架构与高频纹波注入技术，系统能够在线解析电池极化特性，精准识别传统BMS难以 察觉的 ...