在日前披露的员工持股计划中，晶澳科技透露了2026年实现扭亏的预期。为了实现这一目标，储能业务能否助其一臂之力？ 在9月15日举行的业绩说明会上，"储能"成为晶澳科技（002459.SZ）被提问的高频词之一。 伴随日前隆基绿能（601012.SH）"松口"入局储能业务，各家新能源企业在储能板块的布局迎来了投资者新一轮的审视。 在晶澳科技官方介绍中，其布局储能业务时间点为2022年，2023年公司主产业链光伏产品事业群变更为光伏与储能事业群。不过近年晶澳科技储能业务的发 展并不高调，时至今日公司的收入依然主要来源于光伏组件，这也使得公司业绩在组件价格难以立刻反弹的当下遭遇些许被动。 李少辉在9月15日业绩会上强调，报告期内公司虽出现净利润亏损，但经营活动现金流量净额大幅转正，公司现金流质量正在发生积极的结构性改善。 为了加强现金储备以及布局海外市场，晶澳科技在今年2月筹划赴港上市。公司董秘秦世龙在9月15日的业绩会上就赴港IPO进展回复贝壳财经记者表示，公 司目前正在积极回复中国证监会及香港联交所反馈意见，以及补充提交2025年半年度数据，后续将根据事项的进展情况依法及时履行信息披露义务。 组件业务毛利率为负， ...

Core Viewpoint - The company Xinhau Optoelectronics (301051.SZ) is planning to transfer 100% equity of its wholly-owned subsidiary Xinguang Energy Technology (Anhui) Co., Ltd. to its related party Luxshare Precision (002475.SZ) due to underperformance and financial pressure [2][3]. Company Overview - Xinhau Optoelectronics acquired Xinguang Energy for approximately 100 million yuan, including a capital increase of 70 million yuan, aiming to expand into the energy storage market [3]. - Xinguang Energy primarily focuses on smart energy design and manufacturing, offering products such as energy storage solutions and inverters [3]. Financial Performance - Xinguang Energy has been operating at a loss, with losses of 839.66 million yuan from January to April 2023, which expanded to 4,051.37 million yuan for the entire year [3]. - The company's gross margin has turned negative, and its cash reserves are insufficient to cover short-term debts, indicating ongoing financial risks [2][7]. Strategic Shift - The transfer of Xinguang Energy is seen as a strategic move to optimize resource allocation and improve financial statements [4]. - The company plans to focus on its core business of glass protective screens and develop independent frequency modulation energy storage projects, indicating a shift away from energy storage diversification [6]. Operational Challenges - Xinhau Optoelectronics has faced challenges due to rapid factory expansions leading to increased debt and negative gross margins [7]. - The company reported a revenue of 1.687 billion yuan in 2024, a decrease of 2.72% year-on-year, with a net loss of 353 million yuan [7]. Investment and Expansion - Despite the divestment from Xinguang Energy, the company continues to invest in its core business, with a total investment of 2.212 billion yuan in 2024, a year-on-year increase of 77.58% [8]. - The company is also expanding its production capacity in various locations, including a new production base in Enshi, with an expected investment of 800 million yuan [8]. Market Dynamics - The company has experienced a decline in sales and production volumes in its main product lines, indicating potential overcapacity and challenges in the market [9]. - The competitive landscape in the photovoltaic sector has intensified, leading to significant impairment losses [7].

Core Viewpoint - The article highlights the significant advancements and collaborations in the energy storage industry showcased at the recent "2025 Global User-side Energy Storage Industry Value Summit and Application Demonstration Exhibition," emphasizing the shift towards energy storage solutions and the introduction of innovative products and partnerships among leading companies in the sector [1][2]. Group 1: Industry Trends and Developments - The exhibition transformed from a photovoltaic focus to a dedicated energy storage event, with a notable increase in the number of storage companies and products presented [1]. - Several companies signed major cooperation agreements and secured GWh-level procurement orders during the event, indicating a robust market demand for energy storage solutions [1][2]. - The introduction of products responding to the 136 policy and market value transformation reflects the industry's adaptation to regulatory changes and market needs [1]. Group 2: Key Product Launches - Companies like采日能源 showcased advanced storage systems, including the Serlattice G3 10MWh intelligent storage system, which aims to reduce costs and expand application scenarios [5]. - 中车株洲所 presented its构网型储能系统 and the "云枢" storage inverter, emphasizing high power density and safety features [6][8]. - 华为数字能源 launched the FusionSolar9.0, a smart string-based energy storage solution that integrates various energy management capabilities [10][12]. Group 3: Notable Collaborations and Agreements - 采日能源 and other companies formed strategic partnerships to enhance their energy storage ecosystems, focusing on comprehensive energy solutions [3][18]. - 南都电源 signed a strategic cooperation agreement with 太蓝新能源 to explore solid-state battery applications in ultra-safe energy storage [23]. - 蜂巢能源 established significant strategic agreements with various industry leaders to enhance its market presence and technological capabilities [87]. Group 4: Company-Specific Innovations - 比亚迪储能 introduced several new products, including the MC Cube-T Pro BESS with a capacity of 6.4MWh, featuring advanced safety and operational efficiency [15]. - 亿纬锂能 launched the 836kWh modular cabinet, designed for flexibility and efficiency in commercial energy storage applications [24][27]. - 国轩高科 unveiled its 20MWh energy storage battery system, which received substantial orders and is designed for long-term reliability and safety [31][32]. Group 5: Emerging Technologies and Solutions - 海博思创 presented its "储能+X" full-scene solutions, integrating various storage technologies for diverse applications [16][18]. - 智光电气 showcased its liquid-cooled commercial storage unit, emphasizing high efficiency and safety in demanding environments [60][62]. - 永泰数能's Aurora 5015 system demonstrated high energy density and cost efficiency, marking a significant advancement in the industry [97]. Group 6: Market Outlook - The article indicates a strong growth trajectory for the energy storage market, driven by technological advancements, regulatory support, and increasing demand for sustainable energy solutions [1][2]. - The collaborations and innovations presented at the exhibition suggest a competitive landscape where companies are actively seeking to enhance their offerings and market positions [1][2].