Core Viewpoint - The company is enhancing its technological innovation and application in energy storage, particularly through the integration of diesel and storage solutions, and is exploring opportunities in microgrid projects [1]. Group 1: Company Developments - The company has increased its focus on the integration of diesel storage products and energy storage technology [1]. - The company is leveraging its existing emergency distribution system to expand into the "diesel generation + energy storage" and microgrid sectors [1]. - A microgrid project developed in collaboration with Chongqing Cummins has successfully commenced operations at Cummins' global high-horsepower engine factory [1]. Group 2: Industry Applications - The primary areas for promoting and applying energy storage and grid products include microgrid solutions and emergency power systems [1]. - The company is actively seeking typical application cases to demonstrate the effectiveness of its energy storage solutions [1].

Core Viewpoint - The company is enhancing technological innovation and results transformation in its energy storage integration products, focusing on opportunities in the "energy generation + storage" and microgrid sectors [1] Group 1 - The company is leveraging its existing emergency distribution system to expand its energy storage business [1] - The subsidiary, Taihao Power, has successfully launched a microgrid project in collaboration with Cummins at Cummins' global high-power engine factory [1]

Core Insights - The microgrid project in Jiangsu Province enhances energy efficiency and reduces costs for enterprises while promoting the use of renewable energy and lowering carbon emissions [1][2] Group 1: Microgrid Project Overview - The microgrid project in Wujin National High-tech Industrial Development Zone includes 1610 kW of rooftop distributed photovoltaic systems and 92 kW of photovoltaic carports, increasing green electricity supply [1] - The project features a 6045 kW/10660 kWh energy storage system, enabling peak shaving and valley filling, along with 43 charging piles for new energy vehicles [1] - The project is expected to save over 3.6 million yuan in energy and operational costs annually and reduce carbon dioxide emissions by over 1000 tons [1] Group 2: Broader Impact in Jiangsu - Jiangsu has established 86 microgrid pilot projects across various applications, including parks and enterprises, to promote efficient use of renewable energy [2] - The microgrid technology innovation and application in Jiangsu aim to enhance the intelligence of microgrid systems and accelerate the construction of a clean, low-carbon, safe, and efficient energy system [2] - The implementation of industrial microgrid projects, such as at Huayi Bearing Technology, has led to significant economic benefits and energy savings [2]

Core Insights - The project marks a significant breakthrough in cross-regional energy collaborative design, utilizing a remote design model that combines "cloud collaboration + local configuration + full-process control" [1] Group 1: Project Overview - The collaboration agreement was signed between Suqian Electric Power Design Institute and Yunnan Ailin Construction Co., Ltd. for the microgrid project at the First People's Hospital of Yongde County, Lincang City, Yunnan Province [1] - The project spans over 2000 kilometers and involves extensive discussions and on-site investigations to understand local conditions and constraints [1] Group 2: Technical Specifications - The photovoltaic system will utilize existing rooftops, carports, and undeveloped land, with a total scale of 2716 kW/3205.345 kWp, operating in a self-consumption mode with surplus electricity not being fed into the grid [2] - The energy storage system will consist of four 125 kW/261 kWh storage cabinets to store excess electricity and serve as an emergency backup power source [2] - The charging station will include ten 120 kW dual-gun DC fast charging piles, capable of simultaneously charging 20 electric vehicles [2] Group 3: Project Impact - Upon operation, the project will significantly enhance the reliability and voltage stability of the hospital's power supply, supporting local "dual carbon" goals and providing a replicable model for "cross-regional energy projects + microgrids in remote areas" [2] - The Suqian Electric Power Design Institute aims to further integrate microgrid technology with smart city and rural revitalization strategies, optimizing remote energy design services [2]

Group 1 - The company conducted an online roadshow on August 28, 2025, with four institutions participating in the research [1] - In the first half of 2025, the company experienced over 50% growth in new orders, with contract liabilities increasing by 363 million yuan, driven by business expansion and increased advance payments [2] - The lithium battery intelligent manufacturing equipment business performed exceptionally well, securing significant orders both domestically and internationally, including a recent large order exceeding 400 million yuan in Mongolia [2] Group 2 - The company is actively involved in the development of solid-state battery technology and has provided several semi-solid battery automatic production lines to leading enterprises, with sample delivery expected in Q4 [3] - Orders from leading enterprises are expected to maintain rapid growth for at least the next five years, driven by the need for efficiency improvements and the anticipated development of semi-solid and solid-state batteries [4] Group 3 - The company's overseas business, particularly in microgrid projects, is growing rapidly, with a gross profit margin of over 20%, attributed to significant reductions in local electricity costs and improved supply time [5] - The company is a national champion in the field of water conservancy and hydropower automation, participating in major projects like the Three Gorges Dam and is looking forward to opportunities in the Yaxia hydropower station project [6]