Workflow
电化学储能系统
icon
Search documents
粤港澳大湾区单体容量最大调频调峰独立储能电站投运
文 | 中国能建葛洲坝电力公司 10月1日 中国能建葛洲坝电力公司EPC总承包的 ▲ 韶关曲江马坝电网侧独立储能电站 ▲储能电站现场 项目建设包含一座208兆瓦/416兆瓦时电化学储能系统及12千米外送输电线路,配套建设一座 220千伏升压站。 投运后,电站满载最高可储存41.6万千瓦时电能,年输送电力约2.98亿千瓦 时,可满足近14万户居民用电需求,每年减少二氧化碳排放约20.8万吨。 同时,凭借其电网调 节技术优势,将有效平抑风、光新能源发电波动,缓解区域电网调频调峰压力。 粤港澳大湾区单体容量最大 调频调峰电网侧独立储能电站 韶关曲江马坝电网侧独立储能电站 正式投运 为广东省打造新型储能万亿级产业集群 再添强劲动力 该项目位于广东省韶关市曲江区,占地约48.99亩,由70套磷酸锂铁电池仓组成, 单体容量达 6兆瓦时/套,是粤港澳大湾区单体容量最大调频调峰电网侧独立储能电站。 作为韶关市首个独 立储能电站,该项目被列入广东省2025年重点项目清单。 ▲储能电站现场 此外,电站依托 "储能+算力" 协同模式,为全国一体化算力网络粤港澳大湾区核心枢纽——广东韶关 数据中心集群提供稳定电力支持,有效助力国家" ...
晓数点丨9月十大牛股出炉:首开股份181%涨幅问鼎榜首
Di Yi Cai Jing· 2025-10-07 09:01
Core Insights - In September, the A-share market showed an overall upward trend, with major indices experiencing gains, including a 0.64% increase in the Shanghai Composite Index, a 6.54% rise in the Shenzhen Component Index, and a 12.04% increase in the ChiNext Index [1] Group 1: Top Performing Stocks - Among the top ten stocks in September, nine recorded gains exceeding 100%, with the highest being Shoukai Co., Ltd. at 181.20% [2][3] - Haibo Sichuang ranked second with a monthly increase of 153.52%, driven by strong demand in the energy storage sector [5] - Pinming Technology achieved a 141.28% increase, influenced by significant corporate developments regarding potential changes in control [6][7] Group 2: Company-Specific Developments - Shoukai Co., Ltd. experienced a surge in stock price starting September 3, attributed to its indirect association with Yushu Technology, which announced plans for an IPO [4] - Haibo Sichuang's stock price rose significantly due to the booming demand for energy storage cells, with major battery manufacturers operating at full capacity [5] - Pinming Technology's stock was temporarily suspended due to discussions about a potential change in control, but resumed trading after the matter was resolved without a change in control [6][7]
“绿”足迹 科创板节能环保领域IPO已达68家 再融资648亿元
Group 1 - As of August 2025, there will be 68 IPO companies in the new energy and energy-saving environmental protection sectors on the Sci-Tech Innovation Board [1] - The electrochemical energy storage system supplier Haibo Sichuang, which went public this year, will use the raised funds for green development areas such as energy storage systems [1] - A total of 19 listed companies in the energy-saving and new energy sectors on the Sci-Tech Innovation Board have completed refinancing, with a total financing amount of 648 billion yuan [1]
海博思创2025年9月15日涨停分析:治理升级+储能龙头+研发投入
Xin Lang Cai Jing· 2025-09-15 02:25
Core Viewpoint - Haibo Sichuang (sh688411) reached its daily limit with a price of 219 yuan, marking a 20% increase and a total market capitalization of 39.44 billion yuan, driven by governance upgrades, leadership in energy storage, and increased R&D investment [1][2]. Group 1: Governance Improvements - The company is actively optimizing its governance structure, with nearly 30 announcements indicating a comprehensive enhancement of internal control systems covering 16 areas, including auditing and investment [2]. - The cancellation of the supervisory board aims to improve decision-making efficiency, while regulated fund management has led to a cash management gain of 2.27 million yuan, enhancing the efficiency of fund usage [2]. Group 2: Market Position and Industry Outlook - Haibo Sichuang specializes in electrochemical energy storage systems, holding the top market share in China and ranking among the top three globally [2]. - A report from Dongwu Securities on September 8 highlighted significant growth in shipments for Q2 2025 and accelerated overseas expansion, indicating a promising future for independent storage and operation maintenance [2]. - The recent focus on the energy storage sector has led to increased market attention and active performance of related stocks, creating a sector-wide ripple effect [2]. Group 3: R&D Investment - The company has increased its R&D spending, with 137 million yuan allocated in the first half of 2025, reflecting a commitment to maintaining technological leadership amid intense industry competition [2]. - Although specific technical indicators were not disclosed, the market's positive response to the stock's performance suggests strong investor confidence in the company's future [2].
海博思创2025年9月3日涨停分析:储能系统集成+公司治理优化+研发实力增强
Xin Lang Cai Jing· 2025-09-03 07:01
Group 1 - The core viewpoint of the news is that Haibo Sichuang (sh688411) has reached its daily limit up, indicating strong market interest and positive sentiment towards the company's future prospects [1][2]. - The company specializes in electrochemical energy storage systems, holding the largest market share in China and ranking among the top three globally, showcasing significant technological barriers [2]. - In the first half of 2025, the company reported a net profit attributable to shareholders of 316 million yuan, a year-on-year increase of 12.05%, with earnings per share of 1.85 yuan, exceeding expectations and indicating a strong order book [2]. Group 2 - The company is actively promoting governance structure reforms, including the cancellation of the supervisory board and the revision of 26 governance systems, which enhances decision-making efficiency [2]. - The energy storage sector is crucial in the renewable energy field, with increasing global demand for clean energy, indicating a promising market outlook for energy storage solutions [2]. - The company has increased its R&D investment to 137 million yuan in the first half of 2025 and holds a total of 500 authorized patents, reflecting enhanced R&D capabilities that support stock price growth [2].
港交所第2季IPO规模赶超纳斯达克
Jin Rong Jie· 2025-06-30 12:07
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]
九洲集团(300040) - 300040九洲集团投资者关系管理信息
2025-05-14 08:49
Financial Performance - In 2023, the company's power generation revenue was 654 million, with a gross margin of nearly 40% [2] - In 2024, power generation revenue is projected to be 787 million, but the gross margin is expected to drop to 30% due to an increase in lower-margin biomass power generation projects [2] - The company aims to achieve a turnaround in non-recurring profit in 2024 after a loss in 2023 [1] Business Development - The company has a target of adding 100-200 MW of new energy station projects in 2025 [6] - As of the end of 2024, the company has over 2,500 MW of renewable energy stations under construction or operation [20] - The company’s smart distribution network business achieved a revenue of 486 million in 2024, a year-on-year increase of 20.26% [54] Market Position and Strategy - The company has established partnerships with numerous state-owned enterprises for wind and solar power projects [3] - The company’s asset-liability ratio for 2024 is 65.72%, which is considered reasonable [7] - The company plans to enhance investor relations management and aims to conduct at least five investor engagement activities in 2025 [18] Challenges and Risks - The company faced a net loss of 604 million in 2024, primarily due to industry policy changes, raw material price fluctuations, and goodwill impairment [39] - The company has nearly 1 billion in receivables from renewable energy subsidies as of the end of 2024 [54] - The biomass power generation sector is experiencing challenges, including fuel shortages and price volatility, impacting profitability [39] Future Outlook - The company is focusing on integrating its supply chain and enhancing digital capabilities to drive innovation and growth [12] - In 2025, the company aims to improve operational efficiency and profitability through strategic adjustments in its biomass projects [43] - The company is committed to developing a "zero-carbon" model for towns and industrial parks by the end of the 14th Five-Year Plan [74]
储能头部企业海博思创“硬科技”实力突出 年报业绩亮丽
Huan Qiu Wang· 2025-05-08 06:18
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].
中国石油多项前沿技术与装备亮相中国国际石油石化技术装备展览会
Xin Hua Cai Jing· 2025-03-26 06:57
Core Viewpoint - China National Petroleum Corporation (CNPC) showcased multiple cutting-edge technologies and equipment at the 25th China International Petroleum and Petrochemical Technology Equipment Exhibition (CIPPE 2025), emphasizing its strength in energy equipment and commitment to innovation and service [3][4]. Group 1: Exhibition Overview - The CIPPE 2025 opened on March 26 in Beijing, attracting nearly 2,000 companies from 75 countries and regions [3]. - CNPC has participated in CIPPE for 14 consecutive years, with 13 companies in its exhibition group [3]. - Kunlun Manufacturing Co., Ltd. (Kunlun) displayed the most physical products and models at the exhibition, showcasing 148 energy equipment products and 18 integrated service solutions [3][5]. Group 2: High-end Equipment and Innovations - The exhibition featured numerous self-innovated high-end equipment products, including the 12,000-meter automated drilling rig for deep wells and other significant drilling machinery [4]. - Key products included the 10,000-meter top drive and specialized pumps for liquid transportation, demonstrating their application in various oil and coal fields [4]. Group 3: New Image and Product Design - Over 30% of the products showcased by Kunlun were newly designed, reflecting a comprehensive upgrade in production processes [6]. - The "Three Dragons" product series was introduced, consisting of heavy industrial equipment ("Red Dragon"), intelligent technology products ("White Dragon"), and auxiliary equipment ("Green Dragon") [6]. Group 4: Green and Intelligent Development - The trend towards green and intelligent energy equipment is accelerating, with Kunlun focusing on new energy and digital transformation [7]. - Products related to low-carbon solutions, such as energy storage systems and hydrogen utilization, were highlighted, alongside intelligent manufacturing innovations like automated fueling robots [7]. - CNPC aims to enhance national energy security through intelligent and green manufacturing, contributing to national modernization and rejuvenation efforts [7].
海博思创正式登陆科创板:开盘上涨超230%,A股迎「储能集成第一股」
IPO早知道· 2025-01-27 02:38
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 ...