1月9日， 深圳市远信储能技术股份有限公司 正式向港交所主板递交上市申请，由招银国际担任独家保荐人。 资料显示，远信储能创立于2019年，专注于新型电力系统与综合能源方案的开发，以及可持续的新能源解决方案和可靠的储能产品的研发和 推广应用。远信储能的业务覆盖新能源发电、风光柴储一体化、微电网、电力储能以及工商业和家庭储能等多元应用场景，其解决方案包括大 型储能、工商业储能和构网型储能。 2023年、2024年及2025年前三季度，远信储能分别实现收入4.35亿元、11.44亿元及8.81亿元；同期利润为4074.1万元、9626.5万元、 7089.2万元。 1月9日，远信储能还宣布完成数亿元人民币股权融资。本轮融资由知名投资机构同创伟业领投，正海资本、卓源蓝图等机构跟投。 往 期 回 顾 | 01 | ｜ | 一周锂电新闻汇总 | | --- | --- | --- | | 02 | ｜ | 国科能源两大电池项目迎新进展！ | | 03 | ｜ | 佛塑科技"顺利联姻"金力股份！ | | 04 | ｜ 举办！ | 2026（第二届）起点锂电圆柱电池技术论坛暨圆柱电池20强排行榜发布会4月深圳 | 锂电交流群 ...

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：储能前沿 1月9日， 深圳市远信储能技术股份有限公司正式向港交所主板递交上市申请 ，由招银国际担任独家保荐人。 资料显示， 远信储能创立于2019年，专注于新型电力系统与综合能源方案的开发，以及可持续的新能源解决方案和可靠的储能产品的研发和推广应用。 远信储能的业务覆盖新能源发电、风光柴储一体化、微电网、电力储能以及工商业和家庭储能等多元应用场景，其解决方案包括大型储能、工商业储能和 构网型储能。 2023年、2024年及2025年前三季度，远信储能分别实现收入4.35亿元、11.44亿元及8.81亿元；同期利润为4074.1万元、9626.5万元、7089.2万 元。 1月9日，远信储能还宣布完成数亿元人民币股权融资。本轮融资由知名投资机构同创伟业领投，正海资本、卓源蓝图等机构跟投。 鑫椤报告预售： 2025-2029年全球储能市场运行趋势及竞争策略研究报告 根据弗若斯特沙利文的资料， 远信储能于2025年前三季度新增独立储能装机容量1.3GWh ， 在全球储能资产全生命周期解决方案提供商中排名第一。 20 ...

Core Viewpoint - The U.S. tariffs intended to suppress China's manufacturing have backfired, resulting in a record trade surplus of 7.2 trillion yuan for China, indicating a failure of the U.S. strategy [1][18]. Group 1: U.S. Tariff Strategy - Four years ago, the U.S. imposed high tariffs on Chinese goods and restricted high-tech exports to China, believing it would halt China's manufacturing growth [3]. - The U.S. encouraged companies to relocate to countries like Vietnam and Thailand to create a supply chain independent of China, underestimating China's ability to adapt [5]. - The costs of tariffs have primarily impacted U.S. consumers and small businesses, leading to increased prices for everyday goods [7][25]. Group 2: China's Response and Market Adaptation - Instead of negotiating with the U.S., Chinese companies sought new markets, focusing on ASEAN and Africa, and tailored products to local needs [9][11]. - China's industrial upgrades have led to advancements in technology and manufacturing precision, allowing for a shift from low-value exports to high-tech products [13][18]. - The complete industrial system in China enables rapid production of new technologies without reliance on foreign supply chains [15]. Group 3: Global Trade Dynamics - The trade landscape has shifted, with countries no longer solely adhering to U.S. standards; instead, they are recognizing China's cooperative approach [27][30]. - Countries like Vietnam and Thailand have become extensions of China's supply chain, importing components from China for their manufacturing [28]. - The increasing acceptance of the renminbi in global trade reflects a shift towards more stable and cooperative economic relationships [34][36]. Group 4: Future Outlook - China's economic resilience is attributed to adaptation and innovation rather than confrontation, with a focus on high-tech and high-end manufacturing [38][39]. - The U.S. faces challenges due to inconsistent policies, making long-term strategic planning difficult for businesses [41][44]. - The resumption of U.S.-China trade talks indicates a recognition that cooperation is essential for global economic stability [44].

Core Insights - The China International Import Expo (CIIE) serves as a significant platform for multinational companies to showcase their core strengths and deepen global cooperation, with Weichai being a prominent representative of China's equipment manufacturing industry [2][6] - Weichai has gathered seven major overseas brands at the expo, highlighting its achievements in high-end marine equipment, smart logistics, and new energy power through overseas acquisitions and integrations [2][6] Group 1: Weichai's Participation and Strategy - Weichai has been a consistent participant in the CIIE since its inception, showcasing a strong lineup of international brands including Ferretti from Italy and Baudouin from France [2][3] - The company emphasizes a global strategy that focuses on "merger, integration, and collaboration," aiming to fill gaps in its supply chain by acquiring leading technology firms [6][7] Group 2: Product Innovations and Technologies - Ferretti showcased five yacht models, including the INFYNITO90, which made its debut at the expo, allowing visitors to experience luxury yacht designs through interactive displays [3] - Baudouin presented its new generation 16M23 high-end marine engine, featuring advanced technologies for improved efficiency and reduced noise, suitable for various marine applications [3][4] - Linde Material Handling highlighted its digital logistics solutions, including AGV robots and a digital fleet management system, aimed at enhancing supply chain efficiency [3][4] Group 3: Globalization and Ecosystem Building - Weichai's globalization strategy is characterized by building an ecosystem rather than merely acquiring brands, focusing on local adaptation and technological integration [6][7] - The company has established a "super family" of 11 high-tech enterprises across various sectors, contributing to a dual-cycle model of "Chinese production serving the world and global technology empowering China" [7] - Weichai aims to continue gathering top global technologies and increasing investment in innovation to promote high-end products and solutions worldwide [7]

Core Insights - The "China-Saudi Arabia Collaborative Global Business Exchange Conference" was successfully held in Shenzhen, attracting nearly a hundred entrepreneurs from Shenzhen and a delegation of over 20 representatives from Riyadh, Saudi Arabia [1][3]. Group 1: Event Overview - The event was co-hosted by Shenzhen Outbound E-Station and the Riyadh City Government, focusing on opportunities for cooperation between Shenzhen and Saudi Arabia [1][3]. - The conference aimed to create an efficient platform for industrial collaboration, emphasizing sectors such as smart city construction, green energy, supply chain logistics, infrastructure technology, artificial intelligence, and data security [3][4]. Group 2: Government and Market Opportunities - Riyadh's Deputy Mayor highlighted the city's role as a global business hub and its ongoing efforts to optimize the business environment, attracting over a thousand multinational companies [4]. - The Deputy Mayor promoted three key areas for investment: new energy development, smart city construction, and infrastructure upgrades, aligning with Shenzhen's industrial strengths [3][4]. Group 3: Shenzhen Enterprises' Strengths - Various Shenzhen enterprises showcased their capabilities in technology research, product innovation, and service capacity, indicating strong potential for international collaboration [6]. - Companies like China Railway Construction Corporation and others presented their comprehensive service offerings in sectors such as smart construction, renewable energy solutions, and AI technology [6][8]. Group 4: Collaboration and Future Plans - Several Shenzhen enterprises reached preliminary cooperation intentions with Saudi representatives in areas like new energy projects and supply chain collaboration [8]. - Shenzhen Outbound E-Station plans to provide tailored follow-up services to assist companies in navigating local policies and resources, enhancing their international business strategies [9][11].

Group 1 - The core viewpoint of the articles highlights the robust growth and strategic initiatives of the company in both traditional and renewable energy sectors, showcasing significant revenue and profit increases in recent financial reports [1][2] - In the first three quarters of 2025, the company achieved an operating income of 3.309 billion yuan, representing a year-on-year growth of 29.08%, and a net profit attributable to shareholders of 125 million yuan, up 7.59% year-on-year [1] - The company has been focusing on a dual-driven development strategy of "smart electrical equipment + new energy," leading to steady growth in its main business [1] Group 2 - The company has secured substantial orders in its power distribution segment, including a winning bid of over 270 million yuan in a framework tender from the Southern Power Grid, ranking among the top in the industry [1] - The newly launched green high-carbon chrome iron integrated project has a total investment of approximately 2.8 billion yuan, with a planned construction area of about 450 acres, aiming for significant reductions in carbon emissions and energy savings [2] - The company is actively expanding its heavy-duty truck charging business through various models, including partnerships and project management services, with ongoing projects in multiple provinces [2] Group 3 - The company has made significant strides in overseas markets, transitioning from product sales to project construction, including a planned investment in a 100MW solar power project in Kyrgyzstan [2] - The renewable energy business has become a core driver of the company's performance growth, with ample orders and reserves in hand [1]

Core Viewpoint - The China (Shenzhen) - Saudi Arabia Digital Energy Industry Economic and Trade Cooperation Exchange Conference was held in Riyadh, highlighting the collaboration between Shenzhen's new energy enterprises and Saudi institutions to discuss development and reach industrial cooperation intentions [1][2] Group 1: Shenzhen's Energy Capabilities - Shenzhen is recognized for its three key strengths: "Supercharging City," "Electric Power Storage and Distribution Network," and "Virtual Power Plant," which enable it to provide efficient green energy services and digital solutions [1] - The city aims to leverage its experience in digital energy and contribute to Saudi Arabia's green energy goals by offering affordable, reliable, and sustainable solutions [1] Group 2: Saudi Arabia's Perspective - Representatives from Saudi institutions emphasized the importance of China as a key partner, noting significant achievements in trade and investment [1] - The collaboration with Shenzhen's enterprises, such as Huawei and BYD, is deemed crucial for achieving Saudi Arabia's long-term vision and energy objectives [1] Group 3: Future Initiatives - The Shenzhen delegation invited global enterprises and institutions to participate in the 2026 International Digital Energy Exhibition, indicating ongoing efforts to foster international cooperation [2]

Core Insights - The company is establishing a global marketing and service network, leveraging its technological strength and market insight to enhance its leading position in both domestic and international markets [1] - The company has achieved a global market share of approximately 6% in the residential energy storage system sector, with notable performance in Europe, particularly a 37% market share in the UK [1] - The company is committed to technological innovation and product upgrades, having developed key technologies that enhance product competitiveness and provide economic benefits to customers [1] Group 1 - The company has successfully expanded its products to various countries, including Germany, the UK, and South Africa, establishing a strong market position in high-value and high-growth markets [1] - The company has a high-quality R&D team focused on the development and application of new energy technologies, which has led to the mastery of several core technologies [1] - The company actively participates in the formulation and promotion of international standards, enhancing its influence in the global market [1] Group 2 - The company adheres to a customer-centric service philosophy, establishing a comprehensive service system that includes pre-sale, in-sale, and post-sale support [2] - The company plans to deepen its global layout and expand into emerging markets while maintaining an open and cooperative attitude with global partners [2] - The company will continue to increase investment in R&D and technological innovation to enhance its capabilities and competitiveness [2]

Core Viewpoint - Langke Intelligent has demonstrated robust performance growth in the smart controller and new energy sectors, with both revenue and net profit showing double-digit increases in recent financial reports [2] Financial Performance - In 2024, Langke Intelligent reported total revenue of 1.623 billion yuan, a year-on-year increase of 21.67%, and a net profit attributable to shareholders of 51.7064 million yuan, reflecting a growth rate of 29.2% [2] - For the first quarter of 2025, the company continued this trend with revenue of 393 million yuan, up 12.21% year-on-year, and a net profit of 9.9796 million yuan, which is a 14.22% increase [2] Business Segments - The main business areas of Langke Intelligent include smart controllers, new energy solutions, and smart terminal products, with smart controllers accounting for 58.55% of revenue and new energy business contributing 34.43% [2] Shareholder Activity - Several shareholders, including the actual controllers, have been reducing their stakes, with a total planned reduction of up to 7.937 million shares, representing 2.59% of the total share capital [3] - The reasons for the reductions are uniformly stated as "personal funding needs," and the shares being sold primarily originate from the original shares prior to the IPO in 2016 [3] Market Reaction - Following the announcement of the share reduction, Langke Intelligent's stock price experienced volatility, closing at 10.70 yuan per share on May 9, 2025, down 1.47% from the previous day [4] Research and Development - Langke Intelligent has increased its R&D investment, with 2024 R&D expenses amounting to 92.2146 million yuan, which is 5.68% of its revenue, focusing on upgrading smart controller technology and expanding new energy product lines [4] International Business - The company has a significant international presence, with foreign business accounting for 53.60% of its revenue in 2024, utilizing overseas capacity transfer to mitigate international trade risks [4] Industry Context - The company faces challenges such as macroeconomic fluctuations, intensified market competition, and exchange rate changes, while its technical accumulation and customer resources support its performance growth [5] - The low industry concentration and increasing homogenization of competition present ongoing innovation pressures for the company [5]