格隆汇12月30日丨万里股份(600847.SH)公布，为契合行业发展趋势，公司全资子公司北京万电计划发 展以电池为核心的光储充一体化解决方案及绿色出行解决方案业务，北京万电拟以现金方式收购关联方 北京普凯世纪储能科技有限公司100%股权。普凯世纪储能公司项目优质，公司处于良好盈利状况，而 且拟收购价格合适。通过收购标的公司，对北京万电开展新业务有较大帮助，同时可以有效解决和规避 与控股股东潜在的同业竞争可能性，确保上市公司规范化、合规化运作要求。 普凯世纪储能成立于2023年，主营业务为围绕电池为核心的光储充一体化解决方案。光伏项目指公司作 为光伏站的投资方，将光伏设备所发电量以约定价格销售给合作方；储能项目指公司投资建设储能站， 合作方使用储能站节约的波峰波谷电价差与公司进行节能分成；充电桩项目指公司作为充电桩建设方， 与合作方就充电桩的充电服务收入进行分成。目前普凯世纪储能已签署落地了五个商业物业的光伏、储 能、充电桩解决方案项目并全部正常运营。 ...

万里股份公告，下属全资子公司北京万电新能源有限公司拟与北京普凯世杰投资咨询有限公司、北京普 凯世纪投资管理有限公司签署《关于北京普凯世纪储能科技有限公司的100%股权转让协议》，以现金 900万元收购北京普凯世纪储能科技有限公司100%股权。普凯世纪储能成立于2023年，主营业务为围绕 电池为核心的光储充一体化解决方案。 ...

Core Insights - The article highlights the rapid growth and success of the Huizhi R&D Center in Guangdong, which has achieved an annual output value of 70 billion yuan last year and is expected to reach nearly 90 billion yuan this year, supported by the local government and nearly 90 resident enterprises [1][3]. Group 1: Government Support - The rapid development of Huizhi is attributed to the strong support and emphasis from the Bao'an District government, which has strategically positioned the center as an "innovation hub" rather than a conventional industrial park [3]. - The Bao'an District has implemented a "precise support" strategy, providing resources and policies to ensure the center's growth, with over 70% of the enterprises being specialized and innovative [3]. Group 2: Resident Enterprises - The Huizhi Center hosts a mix of established companies and emerging startups, all focusing on technology and market development [5]. - Notable companies include Boyuan Electronics, which has transformed from a product manufacturer to a system solution provider, achieving an annual output value exceeding 5 billion yuan [7]. - Another example is Keke Technology, which generated nearly 200 million yuan in output last year by leveraging AI and big data technologies [7]. Group 3: Service Efficiency - The service model at Huizhi emphasizes "value co-creation," with a rapid response system that addresses emergencies effectively, as demonstrated by a recent incident where a water pipe burst was managed within 90 minutes [8]. - The center has organized nearly 60 events aimed at empowering enterprises, serving over 4,500 companies and more than 7,000 participants [9]. Group 4: Future Prospects - The Bao'an Industrial Development Group aims to transform Huizhi from a space rental model to an ecosystem co-construction model, focusing on value creation rather than just rental income [9]. - As the Guangdong-Hong Kong-Macao Greater Bay Area develops, Huizhi is expected to serve as a model for industrial upgrades in other regions [9].

Core Insights - The article highlights the competitive landscape of the electric vehicle (EV) industry, focusing on the transition from quantity to quality, particularly in the home charging station segment, where Zhidatech is positioned as a leader [1] - Zhidatech's "three-in-one" business model, which integrates products, services, and a digital platform, is seen as a key differentiator that supports its global, digital, and intelligent strategy [2][6] - The company is poised to capitalize on the growing home charging station market, projected to reach RMB 7.2 billion in 2024, with Zhidatech holding a 13.6% market share in China and 9.0% globally [1][4] Group 1: Business Model and Market Position - Zhidatech's home charging stations represent a high-potential segment within the EV market, characterized by a strong business model and significant growth opportunities [1] - The company's revenue structure is diversified, with a focus on service and platform-derived income, which is expected to enhance profitability [4] - The "growth flywheel" concept illustrates how quality hardware, user data, and exceptional service create a self-reinforcing cycle that drives customer loyalty and sales [3] Group 2: Strategic Initiatives - Zhidatech's globalization strategy involves deep localization and partnerships, allowing it to transition from a product seller to a solution provider in various markets, including Thailand and Qatar [6][7] - The digital platform serves as the backbone for operational efficiency and innovation, facilitating the transition from hardware to a comprehensive energy management service [7] - The company's advancements in automation, particularly with its sixth-generation "Ling She" robot, position it as a leader in intelligent charging solutions, enhancing user experience and operational efficiency [8][9] Group 3: Future Outlook - Zhidatech's strategic focus on global, digital, and intelligent initiatives is expected to redefine its market position and drive future growth [5][6] - The integration of digital solutions with hardware sales is anticipated to create a multi-faceted revenue model, expanding the company's growth potential [7] - The company's commitment to innovation and technology, particularly in smart charging solutions, is seen as a critical factor in maintaining a competitive edge in the evolving EV landscape [8][9]

Core Viewpoint - The article highlights the advancements in green development in Beijing, emphasizing the recognition of individuals and companies contributing to the green economy, particularly through the "Beijing Green Development Model Figures" award [1][3]. Group 1: Event Overview - The 2025 Beijing Green Development Forum was held on September 22, focusing on the theme "Green Beijing New Journey, Green Economy New Benchmark" [1]. - The forum showcased new progress and achievements in green development in Beijing and its sub-center, marking a new phase in the city's green development journey [1]. Group 2: Recognition of Individuals - The "Beijing Green Development Model Figures" award was presented to 10 experts and entrepreneurs, including Zhang Jianhui, founder and CEO of Haibosi Chuang [1][3]. - This award, organized by the Beijing Development and Reform Commission, aims to recognize individuals leading low-carbon upgrades and driving green technology innovation [1]. Group 3: Company Achievements - Since its establishment in 2011, Haibosi Chuang has become a benchmark enterprise in China's energy storage industry, contributing significantly to economic and social value [3]. - The company has made notable achievements in technology innovation and has promoted large-scale energy storage technology applications, aiding Beijing's and the nation's green low-carbon transition [3]. Group 4: Technological Innovations - Zhang Jianhui proposed the "AI + Energy Storage" business model, integrating AI big data technology with energy storage technology [5]. - The company has developed an integrated "light-storage-charge" solution, enhancing renewable energy consumption and grid stability across various regions [5]. Group 5: Future Directions - Haibosi Chuang aims to continue focusing on green development through cutting-edge technology research and collaboration across the entire industry chain [5]. - The company plans to promote its intelligent manufacturing model nationwide, contributing to the overall upgrade and low-carbon transition of the industry [5].

Core Insights - The rapid development of the new energy sector is highlighted by the second Beijing International Charging and Energy Storage Exhibition, showcasing technological prowess [1][2] - Tai'an Yunxing New Energy Technology Co., Ltd. stands out with its latest technological achievements and comprehensive charging solutions, drawing significant attention at the event [1] Company Overview - Tai'an Yunxing was established only five years ago and has quickly developed a full-chain capability encompassing research, production, operation, and after-sales service [2] - The company has successfully developed a smart charging control system based on the GD32F40 main control chip, achieving self-control and domestic substitution of charging pile main control systems [1][2] Product Highlights - The company showcased a range of products, including direct current and alternating current charging piles with power ratings from 7kW to 1200kW, and an integrated light-storage charging solution [1] - The most notable product is the "liquid-cooled series" supercharging pile, designed for high-speed service areas and urban core business districts, capable of delivering 300 kilometers of range with just 5 minutes of charging [1] Technological Innovations - The company is developing a fully matrix intelligent distribution system that can adapt charging power based on the specific needs of each vehicle, ensuring efficient and orderly charging [2] - The focus is on foundational innovations such as high-voltage fast charging and wireless charging, as well as enhancing service scenarios like community charging and heavy-duty vehicle battery swapping [2] Market Presence - Tai'an Yunxing's products are now available across more than 20 provinces in China, indicating a strong market presence and distribution capability [2] - Participation in international exhibitions serves as both a platform for showcasing achievements and an opportunity for learning and growth within the rapidly evolving new energy industry [2]

Core Insights - The article highlights the rapid growth of the new energy sector, with a focus on the second Beijing International Charging and Energy Storage Exhibition, showcasing the technological prowess of Tai'an Yunxing New Energy Technology Co., Ltd. [1] Group 1: Company Overview - Tai'an Yunxing, established only five years ago, has made significant strides in the new energy industry, emphasizing a brand ethos of "focus, innovation, and reliability" [4] - The company has developed a comprehensive capability across the entire value chain, including research, production, operation, and after-sales service, with products distributed across more than 20 provinces in China [4] Group 2: Product Highlights - The exhibition featured a range of products from 7kW to 1200kW DC/AC charging piles, integrated energy storage solutions, and intelligent charging systems, all designed to attract attention from attendees [2] - The standout product was the "liquid-cooled series" ultra-fast charging pile, capable of delivering a maximum current of 600A, allowing for a charging time of just 5 minutes to achieve a range of 300 kilometers, compatible with over 95% of mainstream electric vehicles [2] Group 3: Technological Advancements - The company has successfully developed a smart charging control system based on the GD32F40 main control chip, achieving self-control and domestic substitution of the charging pile control system, thus breaking the barriers of technological dependence [2] - A new intelligent charging system is under development, which can adaptively adjust charging power based on the needs of different vehicles, ensuring efficient and orderly charging [3] Group 4: Future Directions - The company aims to continue focusing on foundational innovations such as high-voltage fast charging and wireless charging, while enhancing service scenarios and collaborating with industry partners to improve the efficiency of green energy utilization [4] - Tai'an Yunxing is committed to accelerating progress in the "dual carbon" track, aspiring to make green travel more accessible and efficient [4]

Core Viewpoint - Under the "dual carbon" goals, energy storage is becoming a crucial pathway for building a new power system, with companies like Junhui New Energy focusing on expanding energy storage applications and solutions for both domestic and international markets [1][2]. Group 1: Company Overview - Junhui New Energy has been established for 14 years, primarily focusing on overseas markets while also expanding its domestic business [1]. - The company's operations are divided into three main segments: energy storage manufacturing, overseas component distribution, and photovoltaic and energy storage investment [1]. Group 2: Business Segments - The energy storage manufacturing segment focuses on household energy storage, with products designed for standardized and distributed scenarios to meet overseas market demands [1]. - The overseas component distribution segment includes partnerships with leading brands like Trina and Longi, with over 400 overseas channels established in countries such as Pakistan, Uzbekistan, UAE, and Germany [1]. - The photovoltaic and energy storage investment segment involves the company participating as a financial partner in projects, creating a synergistic business model of manufacturing, distribution, and investment [1]. Group 3: Market Strategy and Trends - Junhui New Energy's offerings include large-scale storage, commercial and industrial storage, and household storage, with a focus on integrated solutions for various applications [2]. - The company has introduced integrated energy storage equipment to simplify installation and enhance user experience, particularly for overseas clients with limited technical capabilities [2]. - The company anticipates that future growth in the renewable energy sector will primarily come from commercial and household storage markets, with an increasing trend of renewable energy expansion overseas [2].

Core Insights - The 2025 SNEC Photovoltaic Exhibition highlights the shift towards refined and high-quality development in the photovoltaic industry, driven by changes in supply and demand, policy, and technology [1] Group 1: Trends in the Industry - The integration of solar and energy storage has become a mainstream trend, with companies showcasing products that combine these technologies, such as the all-in-one solutions presented by companies like Chint and Dongfang Risheng [3] - The rise of renewable energy sources like solar and wind has led to challenges in maintaining the stability of power systems, necessitating the restructuring of electricity systems [4] - The Chinese government has initiated pilot projects focusing on new power system construction, emphasizing technologies closely related to energy storage applications [4] Group 2: Transformation of Energy Operators - Energy operators are transitioning from traditional fixed-price models to becoming comprehensive energy service providers, driven by market reforms [7] - This transformation includes offering value-added services and actively participating in electricity trading and auxiliary services, such as virtual power plants and smart microgrids [8][9] Group 3: ESG Integration - ESG (Environmental, Social, and Governance) principles are increasingly central to discussions at the SNEC, with a focus on integrating sustainability into core business operations [10] - Regulatory pressures are rising for companies to disclose ESG information, impacting financing costs and investment decisions [10][11] - Companies like Chint are actively implementing ESG strategies, showcasing their commitment to sustainable development through various projects [11] Group 4: New Paradigm in the Industry - The trends of solar-storage integration, the transformation of operators into service providers, and the emphasis on ESG are interlinked, forming a new paradigm for the future of the renewable energy industry [12] - The industry is moving away from rapid expansion towards a phase driven by technological innovation, user value, and sustainable development principles [12]

以下文章来源于RimeData 来觅数据 ，作者来觅研究院 RimeData 来觅数据 . 全面的一级市场数据平台 ⌜ 投融概况 ⌟ 截至2025年6月6日18:00，本周融资事件共83起（不包括并购、定增），较上周减少了42起，融资金额总计约55.64亿元（谨慎估计），较上周增加了15.98 亿元。在所有融资事件中，本周融资金额在亿元及以上的融资事件有16起，较上周减少3起。本周公开退出案例19个，较上周减少16个。另外，本周有89 家机构参与了一级市场投资，较上周减少了56家。 本周已披露金额的融资事件48起，较上周减少17起，融资金额区间分布结构与上周变化不大，本周500万以下的融资事件3起，较上周减少1起；500 万-1000万（含1000万）融资事件合计21起，较上周减少4起；1000万-5000万（含5000万）融资事件为7起，较上周减少10起；5000万-1亿（含1亿）的融资 事件12起，较上周减少1起；1-5亿（含5亿）融资事件为4起，较上周减少1起；本周无 5亿-10亿（含10亿）融资事件；本周10亿元以上融资事件为1起。 数据来源：RimeData来觅数据 具体来看一下本周值得关注的热门投 ...