新能源业务爆发式增长 2025年，霍普股份新能源业务收入同比激增256.89%，战略转型成效显著。公司依托在建筑设计领域多 年积累的技术优势与资源整合能力，切入新能源项目开发、设计、建设及运营全链条，快速构建起差异 化竞争力，全资子公司天津嘉晖电力工程有限公司(以下简称"天津嘉晖")为业务增长提供关键支撑。 8月27日晚间，上海霍普建筑设计事务所股份有限公司(以下简称"霍普股份（301024）")发布2025年半 年度报告。今年上半年，霍普股份实现营业收入5112.69万元。同时，公司在复杂多变的市场环境下， 通过业务创新与战略调整，交出亮眼答卷，其中新能源业务表现尤为突出。 在电网侧储能领域，今年公司接获多个重大项目。7月4日，天津嘉晖联手中建八局新型建造工程有限公 司，中标阆苑新能源200MW/400MWh共享储能示范项目(EPC)，金额4.49亿元。该项目占地28亩，采用 电化学储能技术，建成后将有效平抑新能源发电波动，提升区域电网对清洁能源的消纳能力。 今年7月30日，天津嘉晖牵头联合体再中标通渭易恒新50MW/200MWh独立储能示范项目总承包(EPC)工 程，金额1.59亿元，标志着霍普股份在储能 ...

Core Viewpoint - The article emphasizes the launch of "Smart Energy Storage Solutions" by the company at the ESIE2025 conference, focusing on the integration of AI and energy storage technologies to enhance efficiency and sustainability in energy management [1][4][10]. Group 1: Product Offerings - The company showcased a range of products including an 8MWh all-liquid cooling energy storage system, energy storage inverters, liquid cooling battery packs, and integrated solar-storage units, addressing diverse market needs for safety, efficiency, reliability, and longevity [3][7]. - New series of prefabricated energy storage products were introduced, such as HyperBlock M 3.2MWh, HyperBlock IV 8MWh, and HyperBlock IV Plus 9.6MWh, compatible with 1500V and 2250V voltage platforms [7]. Group 2: Technological Integration - The integration of AI into the entire lifecycle of energy storage systems is highlighted, with AI driving innovations in project planning, equipment design, predictive maintenance, intelligent scheduling, and safety monitoring [10]. - The company's AI cloud platform utilizes advanced IoT and edge computing technologies to achieve seamless connectivity and human-machine interaction, transforming traditional energy storage devices into intelligent asset operation services [10]. Group 3: Market Trends and Policy Impact - The article discusses the impact of the 136 document, indicating a new development phase for the energy storage industry, shifting from price competition to value competition, which is essential for high-quality market engagement [13]. - The company is exploring various commercial applications in charging, oil fields, mining, data centers, and communication bases, focusing on auxiliary services and green electricity trading [13]. Group 4: Economic Viability - Current energy storage systems are commercially viable, with a lifespan of 15 to 20 years, and the company's integrated model addresses renewable energy consumption and grid connection issues, enhancing overall project returns [15]. - The company’s AI-based comprehensive factor assessment model accurately measures the scale of renewable energy and storage configuration, improving the consumption ratio of renewable energy and providing competitive electricity pricing [16]. Group 5: Industry Recognition - The company received two prestigious awards at the ESIE2025 conference, recognizing its technological prowess and innovative products, including the award for the Beijing charging station project and the HyperBlock II Plus 1500V high-pressure liquid cooling energy storage system [18].

Group 1 - The core initiative "羚跃计划" by 招商证券 aims to strategically support growth-oriented small and medium-sized technology enterprises, providing comprehensive financial services and industry empowerment [2][5] - As of now, the program has invested a total of 2.5 billion yuan in 60 small and medium-sized technology enterprises and has registered over 500 companies [2] - The recent event in Hefei involved over 30 member enterprises of the "羚跃计划" engaging with 阳光电源 to explore collaborative innovation in the new energy industry [1][2] Group 2 - 阳光电源, a leading global enterprise in the new energy sector, has a strong technological foundation in photovoltaic, energy storage, and hydrogen energy, which complements the innovative advantages of the participating "羚跃" enterprises [4] - The event facilitated deep exchanges between 阳光电源 and "羚跃" enterprises on topics such as energy storage technology, smart control, and lithium battery manufacturing [3][4] - 招商证券's president emphasized the importance of this event in enhancing collaboration between strategic clients and "羚跃" clients, reinforcing the company's commitment to developing a "technology investment bank" model [5]