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光储融合渐成趋势,储能与科技巨头组CP
Hua Xia Shi Bao· 2025-06-19 14:37
记者了解到,储能系统能够在用电需求低时充电、高时放电,实现用电负荷的"移峰",从而降低容量电 费;峰谷套利方面,在非峰值负荷时间电价对储能系统充电,而在峰值负荷时段电价进行放电,从而实 现套利。 在终端收益率大幅提升下,我国储能装机迎来需求持续增长和快速发展。相关数据显示,截至2024年 底,全国已建成投运新型储能项目累计装机规模达7376万千瓦,约为"十三五"末的20倍,比2023年底增 长超过130%。 海博思创联合创始人、运营总裁舒鹏在采访中向《华夏时报》记者表示,储能将成为新型电力系统的核 心环节之一,未来三年储能行业增长规模有望跃升至500吉瓦时至800吉瓦时。 华夏时报(www.chinatimes.net.cn)记者 李佳佳 李未来 北京报道 作为新能源行业发展的重要风向标,SNEC光伏展一直备受业界内外关注。在近期举办的上海光伏展 上,光伏产业融合发展的强劲态势尤为瞩目。 《华夏时报》记者观察发现,光储融合领域呈现出多元融合态势。不仅不同企业间积极开展合作,企业 内部也在加速整合资源。展会期间,储能领域头部企业海博思创与华为数字能源进一步深化战略合作; 天合光能、晶科能源、阿特斯、东方日升等光 ...
晶澳科技(002459):2024年年报点评:资产减值拖累业绩,海外市场加速布局
Minsheng Securities· 2025-04-27 14:51
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].