柔性钙钛矿电池组件
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北京加快培育新型储能产业
Zhong Guo Hua Gong Bao· 2025-12-18 03:04
鼓励企业牵头联合科研机构、高校等单位,深化产学研用合作,围绕未来能源前沿技术领域,高标准建 设一批行业研发创新平台,重点支持柔性钙钛矿电池组件中试、新型储能安全监测、流体力学共享测 试、固态电池材料研发、动力电池大数据、高潜热相变材料等共性技术平台。 加速自主可控核心部件装备规模化生产,重点布局新型储能(新型电池)、先进氢能装备、下一代钙钛矿 光伏关键组件、超导磁体及线材等关键核心零部件项目。 依托"未来能源小镇"建设,打造绿色集约的产城融合示范场景,鼓励多种先进低碳技术集成应用,支持 燃料电池汽车示范运营。开拓创新应用场景,以分布式光伏、新型储能和智能微电网为基础打造可复制 的零碳标杆园区转型样板。 12月11日,北京经济技术开发区管理委员会印发《北京经济技术开发区关于加快培育未来能源产业的若 干措施》。文件提出,聚焦新型储能、清洁能源、低碳转型、聚变能源等细分赛道,高标准建设北京新 型储能产业示范"协同发展区"。 文件提出,重点支持新型储能、清洁能源、低碳转型、聚变能源四大核心方向,鼓励原创性、颠覆性前 沿技术创新成果快速完成"技术熟化—中试验证—产业化"全链条孵化,促进产学研深度融合。培育一批 科技创新 ...
三连板上海港湾:钙钛矿电池、商业航天业务占比均不足0.5%
Zheng Quan Shi Bao Wang· 2025-08-11 14:54
Core Viewpoint - Shanghai Port Bay has gained significant market attention due to its involvement in "perovskite batteries" and "commercial aerospace" concepts, despite these areas contributing less than 0.5% to its 2024 revenue and being in a loss-making state [2][3] Group 1: Stock Performance and Market Reaction - On August 11, Shanghai Port Bay's stock closed at 32.25 yuan per share, achieving a market capitalization of 7.9 billion yuan, marking a three-day consecutive limit-up [2] - The company issued a clarification regarding its stock price volatility, indicating that its main business is geotechnical engineering, and the recent stock price surge may be due to irrational speculation [2] - The static P/E ratio and P/B ratio of Shanghai Port Bay are significantly higher than the industry average, with the latest figures at 85.26 times and 4.38 times, compared to the civil engineering industry's averages of 7.71 times and 0.61 times, respectively [2] Group 2: Business Developments and Innovations - In August 2023, Shanghai Port Bay established a subsidiary, Shanghai Fuxi Xinkong Technology Co., Ltd., focusing on lightweight, cost-effective, and efficient space energy systems for satellites and drones [3] - The perovskite materials used by the company exhibit superior characteristics, with theoretical efficiencies exceeding 30% for single-junction cells and over 40% for tandem cells, outperforming traditional silicon cells [3] - The subsidiary has successfully supported the launch of 15 satellites and has over 40 satellite power systems and solar sails operating stably in orbit, with rapid growth in its satellite power system business in the first half of the year [3] Group 3: Financial Performance - In the first quarter, Shanghai Port Bay reported a revenue of 372 million yuan, representing a year-on-year growth of 29.25%, and a net profit of 35.7 million yuan, up 18.59% year-on-year [3] - The company secured new orders worth 462 million yuan during the reporting period, indicating a robust performance in its traditional geotechnical engineering sector [3]