11月6日，能源所党委书记、所长魏军对研修班官员一行到访表示热烈欢迎，并作了题为《中国能源政策与实践》的专题讲座。他系统阐述了中国能源政 策的制定背景与整体框架，重点结合甘肃省在太阳能、风力发电、新能源装备制造、储能、光伏农业及新能源汽车等领域的典型案例，介绍了相关政策从 宏观规划到落地实施，再到产生经济社会效益的完整过程。讲座生动展示了我国在能源转型过程中的"中国经验"与"甘肃实践"，并就官员们关心的能源发 展问题进行了交流，为后续合作奠定了基础。随后，在有关部门负责人及技术人员陪同下，官员们参观了大楼屋顶光伏电站、太阳能热水系统、空气源热 泵等节能设施，以及太阳能光伏、太阳能光热、太阳能材料、绿色建筑节能检测、农村能源等实验室和产品展览室。参观过程中，能源所工作人员向官员 们讲解了可再生能源技术知识，并现场解答了相关问题。 11月7日，研修班一行赴甘肃自然能源研究所榆中县太阳能采暖与降温示范基地参观，实地考察了投资4000万元的可再生能源中试车间、已持续运行40年 的中国首座10千瓦光伏电站、光电实验楼等绿色节能示范建筑。技术人员重点介绍了中试车间的建设进展、生产能力，以及移动光伏储能、太阳能移动电 源、 ...

Summary of the Conference Call for 德业股份 Industry Overview - The global household energy storage market is expected to maintain an annual growth rate of approximately 20% over the next five years, with emerging markets experiencing even higher growth rates [2][4] - The industrial and commercial energy storage sector will also support 德业股份's long-term growth, particularly in regions with low per capita electricity generation and photovoltaic power ratios, such as Latin America, Africa, and the Middle East [2][4] Key Growth Markets - Significant growth is anticipated in Africa and Southeast Asia by 2025, with Africa's growth expected to exceed three times due to local electricity shortages [2][6] - Indonesia plans to achieve a distributed solar storage capacity of 320GW over the next five years, with overall distributed energy storage growth in Southeast Asia approaching double [2][6] - India and Pakistan are expected to maintain growth in 2025, driven by policy and local supply chain factors, with 德业股份 achieving approximately 30% growth in Pakistan in recent months [2][7][8] - The Middle East market shows demand differentiation, with wealthy countries like Israel and UAE driving energy transition through policy, while war-affected countries like Lebanon and Syria exhibit off-grid demand [2][9] - Eastern Europe is expected to see a decline in Ukraine's demand by 2025, but countries like Bulgaria and Romania are experiencing good growth due to reduced reliance on Russian electricity [2][10] Competitive Advantages - 德业股份 possesses three core competitive advantages in emerging markets: product development tailored to different countries, partnerships with local major distributors, and high self-manufacturing rates [4][13] - The company has a strong cost control strategy, leveraging over 30 years of experience in sheet metal manufacturing to maintain high self-manufacturing rates and reduce costs [17][18] Business Performance and Projections - The industrial and commercial energy storage business is projected to grow significantly, with revenues expected to double from approximately 20 billion yuan in 2024 to 40 billion yuan in 2025, potentially accounting for 40%-50% of total revenue [4][19][20] - Overall, 德业股份's revenue for 2025 is anticipated to reach 35 billion yuan, with a profit of approximately 15 billion yuan achieved in the first half of the year [23] Emerging Products and Strategies - In addition to industrial storage, 德业股份 is developing new products such as balcony micro-storage and solar air conditioning, which will complement its home appliance business [21][22] - The company employs a sales strategy that includes forming exclusive agency relationships with local distributors and utilizing brand partnerships to expand market reach [15][16] Market Outlook - The global distributed energy storage market is expected to continue expanding, with emerging markets likely to become significant growth segments in the coming years [12] - The company is well-positioned to maintain its market share and profitability in the household storage sector while benefiting from the growth of new business lines [22]

Core Viewpoint - The legal opinion letter confirms that Ningbo Deye Technology Co., Ltd. has the qualifications to implement the 2025 Employee Stock Ownership Plan (ESOP) and that the plan complies with relevant laws and regulations [7][9][20]. Group 1: Company Qualifications - Ningbo Deye Technology Co., Ltd. was established as a joint-stock company in 2017 and is listed on the Shanghai Stock Exchange with the stock code 605117 [7][8]. - The company has a registered capital of 638.11 million yuan and operates in various sectors including the development and manufacturing of heat exchangers and air purification equipment [8]. Group 2: Legality and Compliance of the ESOP - The ESOP has been approved by the company's board and supervisory committee, ensuring compliance with the relevant legal frameworks [9][10]. - The plan includes provisions to prevent insider trading and ensures voluntary participation from employees, aligning with regulatory guidelines [10][11]. Group 3: Legal Procedures for Implementation - The company has completed necessary legal procedures for the ESOP, including meetings and approvals from relevant committees [18]. - The ESOP requires further approval from the shareholders' meeting to be fully implemented [18][19]. Group 4: Information Disclosure - The company has disclosed relevant information regarding the ESOP in accordance with the requirements of the China Securities Regulatory Commission and the stock exchange [19][20]. - Continuous information disclosure obligations will be maintained as the ESOP progresses [19].