Group 1 - The number of IPOs in Hong Kong has significantly increased in the first half of 2025, with A-share companies also increasingly announcing plans to list in Hong Kong [1] - In Q2 2025, the Hong Kong Stock Exchange (HKEX) surpassed NASDAQ in terms of fundraising scale, achieving a net fundraising amount of HKD 1,067.13 billion, a year-on-year increase of 688.56% [2][3] - Despite having fewer IPOs than NASDAQ in Q2 (27 vs. 83), the fundraising amount from Hong Kong IPOs reached HKD 880.44 billion, exceeding NASDAQ's USD 9.5 billion (approximately HKD 744.94 billion) [3] Group 2 - The number of Chinese companies listing in the US has increased, with 40 companies going public in the first half of 2025, up from 25 in the same period last year. However, the total fundraising amount decreased by 59.73% to USD 7.45 billion [4] - The largest fundraising in A-shares during the first half of 2025 was from Zhongce Rubber, which raised RMB 39.33 billion, followed by Tianyouwei and Yingshi Innovation [5] - The largest IPO in the US was from Venture Global, raising USD 1.67 billion, while the largest in Hong Kong was CATL, raising HKD 353.31 billion (approximately USD 45.01 billion) [7] Group 3 - The best-performing new stocks in A-shares this year include Jiangnan New Materials with a cumulative increase of 419.29%, followed by Haibosichuang and Tianhe Magnetic Materials [8] - In the US market, the top-performing new stocks include Diginex with a cumulative increase of 584.00%, followed by Anbio and CoreWeave [8] - In Hong Kong, the best-performing new stock is Gu Ming, with a cumulative increase of 158.06% [8] Group 4 - The number of companies queued for IPOs in Hong Kong for the second half of 2025 has significantly increased, with at least 8 companies confirmed to list in July and August [9] - From June 27 to June 30, 23 companies submitted applications for the first time on the HKEX, including several A-share companies [9] - The influx of new listings may lead to differentiated performance based on the flow of funds and the quality of the companies, emphasizing the importance of fundamental analysis over speculative trading [9]

哈尔滨九洲集团股份有限公司投资者关系活动记录表 公告编号：2025-002 20、公司与华润新能源的合作进展？ 证券代码： 300040 证券简称：九洲集团 | 投资者关系活动 □特定对象调研 □ | 分析师会议 | | --- | --- | | 类别 □ 媒体采访 √ | 业绩说明会 | | □ 新闻发布会 □ | 路演活动 | | □ 现场参观 | | | □ 其他 （请文字说明其他活动内容） | | | 参与单位名称及 投资者网上提问 | | | 人员姓名 | | | 时间 年 月 日 (周一) 下午 2025 5 12 | 15:00~17:00 | | 地点 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） | | 采用网络远程的方式召开业绩说明会 | | | 上市公司接待人 1、董事长李寅 | | | 员姓名 2、副董事长，总裁赵晓红 | | | 3、董事会秘书、副总裁李真 | | | 4、独立董事张成武 | | | 5、副总裁、财务总监刘振新 | | | 影响大吗？？ | 1、请问贵公司净利润受国家补贴减少或原材料成本波动的 | | 您好，会有一定的影响。 | ...

Core Viewpoint - Haibo Technology (688411, SH) has reported strong financial performance for 2024, achieving significant growth in both revenue and net profit, marking three consecutive years of high growth in these metrics [1][3]. Financial Performance - In 2024, Haibo Technology achieved revenue of 8.27 billion yuan, a year-on-year increase of 18.44%, and a net profit of 648 million yuan, up 12.06%. The basic earnings per share were 4.86 yuan. The company plans to distribute a cash dividend of 11 yuan per 10 shares (including tax) [3]. - The revenue scale reached a new high, with 2024 revenue of 8.27 billion yuan, continuing to grow from 2.626 billion yuan in 2022 and 6.982 billion yuan in 2023, solidifying its position as an industry leader [3]. - The overseas market saw a breakthrough, with overseas revenue of 539 million yuan, accounting for 6.53% of total revenue. The company is focusing on Europe, North America, the Middle East, and Asia-Pacific, expecting significant growth in the European market [3]. Profit Structure and Optimization - The net profit of 648 million yuan was achieved despite a 27.03% year-on-year decline in domestic energy storage system prices, indicating enhanced resilience in profitability [4]. - The company emphasizes technology-driven cost reduction and does not engage in low-price competition. The bidding process typically takes 3-9 months, allowing for further cost reduction opportunities [4]. - Continuous high investment in R&D, particularly in integrating AI with energy storage, has led to improved product performance through a comprehensive data model covering the entire lifecycle of energy storage systems [4]. Technical and Market Position - Haibo Technology has established itself as a leading provider of electrochemical energy storage systems, with a comprehensive technical system covering the entire lifecycle of energy storage batteries [7][8]. - The company has developed strong partnerships with major state-owned enterprises and power grid companies, enhancing its market position and customer base [7]. - The focus on deep customization in R&D has allowed the company to enhance overall system performance and create competitive barriers, ensuring a leading edge in technology and market adaptability [9]. Industry Outlook - The demand for energy storage is expected to grow significantly due to the increasing integration of renewable energy sources and the need for grid stability [10]. - Haibo Technology plans to continue its deep R&D efforts in core storage technologies and expand its global market presence, aiming for faster growth in the coming years [10]. - The integration of AI technology into energy storage systems is expected to enhance operational efficiency and safety management, positioning the company for future advancements in the industry [11].

本文为IPO早知道原创 作者｜Stone Jin 微信公众号｜ipozaozhidao 据IPO早知道消息，北京海博思创科技股份有限公司（以下简称"海博思创"）于2025年1月27日正 式以"688411"为股票代码在科创板挂牌上市，成为"A股储能集成第一股"。 全球市场前三大储能系统集成商。 已完成和正参与多个大型储能项目 成立于2011年的海博思创作为一家电化学储能系统解决方案与技术服务提供商，专注于电化学储能 系统的研发、生产、销售，为传统发电、新能源发电、智能电网、终端电力用户等"源-网-荷"全链 条行业客户提供全系列储能系统产品以及储能系统一站式整体解决方案。 截至2023年12月末，海博思创以储能设备提供商的角色已完成和正在参与多个大型储能项目，其中 包括数个单体超500MWh的大型储能项目、数十个单体超200MWh的储能项目，应用场景涵盖共享 储能电站项目、光伏电站项目和风力发电项目。 根据标普全球于2024年11月发布的最新的《2024电池储能系统集成商报告》，海博思创成功跻身 2023年全球新增储能装机排名前三，成为全球市场前三大储能系统集成商。报告同时显示，在以累 计装机和签约项目规模总和 ...

2021年至2023年储能系统收入复合年增长225.62%。 成立于2011年的海博思创作为一家电化学储能系统解决方案与技术服务提供商，专注于电化学储能 系统的研发、生产、销售，为传统发电、新能源发电、智能电网、终端电力用户等"源-网-荷"全链 条行业客户提供全系列储能系统产品，提供储能系统一站式整体解决方案。同时，海博思创还为新能 源工程机械和新能源汽车领域的客户提供动力电池系统产品。 截至2023年12月末，海博思创以储能设备提供商的角色已完成和正在参与多个大型储能项目，其中 包括数个单体超500MWh 的大型储能项目、数十个单体超200MWh的储能项目，应用场景涵盖共享 储能电站项目、光伏电站项目和风力发电项目。 根据CNESA统计，海博思创在2023年中国储能系统集成商出货量排行榜中位列第二名(海博思创出 货量数据未包含销售给新源智储的出货量)；另 根据国际知名咨询机构伍德麦肯兹发布的《全球电池 储能系统集成商排名》，2023年全球排名前五的电池储能系统集成商分别是Telsa、阳光电源、中 车株洲所、Fluence和海博思创。 财务数据方面。2021年至2023年，海博思创的营收分别为8.38亿元、2 ...