近日，上海证券报记者走进科林电气，从战略重心、股东协同与业务突破等方面，详细了解科林电气的转型升级与高质量 发展之路。 三大业务协同共进 构建"铁三角"发展格局 科林电气成套装配生产线 科林电气产业园俯瞰图 ◎记者 刘立 闫刘梦 在能源转型与新型电力系统建设的浪潮中，科林电气正以"成为世界一流综合能源服务商"为愿景，通过智能电网、新能 源、综合能源服务三大板块的协同发展，展现出强劲的增长动能。 "在'双碳'目标与电力市场化改革深化的背景下，科林电气将通过技术深耕、股东协同与全球化布局，持续向'世界一流综 合能源服务商'的目标迈进。"科林电气董事、总裁王永坚定地表示。 科林电气在2024年完成重要转折。"公司成功引入海信网能、石家庄国投等具有雄厚实力的股东，带来了超越资本的复合 型赋能。'产业资本+地方国资+经营团队'的治理结构，让各方优势得到充分发挥。"公司董事会秘书张建军说。 今年第三季度，公司创下上市以来最佳业绩表现。根据公司披露的三季度报告，今年前9个月，公司实现营业收入32.16亿 元，同比增长23.63%；实现归母净利润2.17亿元，同比增幅45.9%。其中，第三季度单季，公司实现营业收入10.72 ...

Core Viewpoint - Haibo Sichuang's stock price surge is attributed to the improvement in industry fundamentals and the company's core competitiveness, marking a significant turning point in the energy storage sector [2][4]. Industry Overview - The global energy storage industry is experiencing rapid growth, with China taking a leading role. However, the domestic market faces intense competition and emerging systemic risks [2]. - A third-party report indicates that nearly one-fifth of global energy storage projects are operating in a "non-healthy" state, highlighting the industry's shift from a focus on installed capacity to operational efficiency and lifecycle value [2][3]. Company Strategy - Haibo Sichuang differentiates itself by focusing on "software-defined energy," creating structural barriers that set it apart from traditional hardware manufacturers [3][4]. - The company emphasizes the importance of system scheduling, grid compatibility, and control precision, viewing Battery Management Systems (BMS) and Energy Management Systems (EMS) as integral to maximizing efficiency and reliability [3]. Business Model - The company operates as an "integrator and technology partner," providing high-reliability and high-yield energy storage solutions without directly competing with battery giants on production capacity [4][5]. - Haibo Sichuang's strategic transformation aims to extend its business into comprehensive energy services, leveraging AI and operational capabilities across the entire energy storage value chain [5][6]. Financial Performance - Despite significant revenue growth, the company reported a negative cash flow of -1.654 billion yuan due to increased payments to suppliers, indicating cash flow pressures that need to be addressed [8]. - The company has delivered approximately 9.5 GWh of projects in the first half of the year, showcasing its strong performance in high-value application scenarios [6]. Global Expansion - Haibo Sichuang plans to achieve parity between its overseas and domestic business within 3-5 years, with high-margin international operations expected to drive net profit growth [7].

Core Viewpoint - Shandong Electric Power Equipment Group Digital Technology Co., Ltd. has officially joined the Zhongguancun Energy Storage Industry Technology Alliance, enhancing its position in the energy storage sector and contributing to the development of smart grids and industrial internet solutions [2]. Company Overview - Shandong Electric Power Equipment Group Digital Technology Co., Ltd. is a wholly-owned subsidiary of Shandong Electric Power Equipment Group, under China Electric Equipment Group. The company focuses on research and development in three key areas: digital power grid, power electronics, and industrial internet, aiming to meet the "dual carbon" goals and the needs of new power system construction [4]. - The company has provided over 300 high-quality products and services across 27 provinces in China, emphasizing its capability in delivering comprehensive solutions for large-scale energy storage systems and other power-related services [4]. Business Introduction - The company develops core products such as Power Conversion Systems (PCS) and Energy Management Systems (EMS) for various energy storage scenarios, including large energy storage stations and household storage [4]. - It possesses full lifecycle management capabilities for testing and inspection, including dedicated testing areas for energy storage converters [4]. Energy Storage Converter - Efficient Conversion - The PCS serves as the "energy interface" for energy storage stations, enabling bidirectional energy conversion and smart control, which directly impacts the flexibility, safety, and economic efficiency of energy storage systems [6]. Energy Management System - Intelligent Control - The EMS addresses the issue of battery group State of Charge (SOC) consistency, utilizing control strategies based on multi-battery group SOC consistency to optimize charging and discharging behaviors [8]. - The system can achieve over 98% conversion efficiency and respond to dispatch instructions in milliseconds, significantly faster than traditional thermal power units [9]. Power Quality Management - Reliable Protection - The company has developed core products such as Static Var Generators (SVG) and Active Power Filters (APF) to address power quality issues in distribution networks, meeting the increasing demand for power quality and reliability [12]. Application Cases - The company's products, including PCS and EMS, have been applied in over 40 energy storage stations, with a cumulative capacity exceeding 6 GWh, gaining wide recognition in the industry [14]. Diversified Layout - In addition to energy storage, the company is actively expanding into smart grid and industrial internet sectors, providing comprehensive intelligent solutions across various scenarios [18]. - In the smart grid sector, the company focuses on key areas of power transmission and distribution, offering solutions that have been recognized with awards for innovation and technology [18]. - In the industrial internet sector, the company has successfully implemented over 50 projects, contributing to digital transformation and intelligent upgrades for enterprises [21][22]. Future Outlook - The company is committed to providing safe, efficient, and green technical solutions, aiming to create a clean, low-carbon, and sustainable energy future [26].

Core Viewpoint - The article discusses the public tender announcement for the procurement of energy storage equipment by Xinjiang Li New Energy Co., Ltd. for its second batch of energy storage projects in 2025, with a total scale of 500MW/2000MWh [2][8]. Group 1: Project Overview - The tender is divided into three sections: - Section C: 100MW/400MWh energy storage system located in Hotan City [3]. - Section D: 200MW/800MWh energy storage system located in Pishan County [4]. - Section E: 200MW/800MWh energy storage system located in Minfeng County [5]. - The projects aim to construct energy storage stations and related facilities, including substations [10]. Group 2: Technical Requirements - The tender specifies that lithium iron phosphate batteries must achieve 6000 charge-discharge cycles under certain conditions or have an 8-year quality guarantee [6][12][14][15]. - The supply timeline requires 50% of the equipment to be delivered by September 20, 2025, and full delivery by October 20, 2025 [16][17][18]. Group 3: Bidder Qualifications - Bidders must be independent legal entities registered in China and possess manufacturing capabilities for at least one core component of the electrochemical energy storage system [20]. - Bidders must provide third-party certification for their lithium iron phosphate batteries and other components, along with a minimum contract signing performance of 2GWh in the last three years [20]. - Financial stability and good commercial reputation are required, with audited financial reports for the last three years [20]. Group 4: Tender Process - The tender documents can be obtained online from June 7 to June 26, 2025, with a fee of 2000 RMB [25][26]. - The deadline for submitting bids is June 27, 2025, at 10:30 AM [28].

Financial Performance - In 2024, the company achieved operating revenue of 238.77 million, a year-on-year increase of 8.50% [3] - The net profit attributable to shareholders was 79.72 million, reflecting a growth of 8.95% [3] - The net profit excluding non-recurring gains and losses was 65.95 million, with a significant increase of 24.33% [3] - The net cash flow from operating activities grew by 29.57% year-on-year [3] Research and Development - R&D investment in 2024 reached 24.07 million, accounting for 10.08% of operating revenue [4][7] - The company obtained 27 new patents in 2024, bringing the total to 463, including 36 invention patents [12] - Continuous R&D efforts have led to significant breakthroughs in key technologies such as generator control and intelligent distribution [8] Market Strategy - The company plans to enhance operational efficiency through refined management practices [4] - In 2024, the company focused on expanding its market presence both domestically and internationally, particularly in the new energy and hybrid energy sectors [5] - The new energy/hybrid energy segment has become a growth point, with products like energy management systems and battery management systems being developed [5] Competitive Position - The company maintains a strong market position against international competitors, with core products achieving comparable performance to foreign brands [10] - In 2024, the market share for controller products was 65.30%, while component products accounted for 27.64% of revenue [11] Future Outlook - The company aims to sustain growth through ongoing technological innovation, market expansion, and operational optimization [5] - Plans to increase R&D investment and strengthen talent acquisition to support future innovations [8] - The company is committed to maintaining a balance between operational performance and shareholder returns, with a focus on increasing dividend payouts [13]

Group 1: Product Overview - The company's engineering machinery controllers are applicable in various scenarios, including fuel-driven and electric-driven equipment such as pumps and drilling machines, serving industries like irrigation and mining [2][3]. - The new energy and hybrid energy business segment includes products related to smart microgrids and energy management systems, with ongoing development of energy storage inverters [4]. - The company has achieved domestic substitution for core products, reducing reliance on foreign technology and components, and is actively developing a series of domestically produced products [5]. Group 2: Market Applications - Marine generator controllers and engine controllers are used in various types of vessels, with certifications from multiple international marine classification societies [7]. - The company's products are designed for data centers, providing backup and emergency power solutions, with market opportunities driven by downstream equipment sales [8]. Group 3: International Expansion - The company exports products to over 70 countries and regions, utilizing a distributor model for overseas market development and actively participating in international trade shows [8].

Core Viewpoint - The article discusses the results of the 2025 annual centralized bidding for energy storage systems by the State Power Investment Corporation, highlighting the awarded contracts and the total capacity involved in the bidding process [1][2]. Group 1: Bidding Results - The total capacity for this centralized bidding was 5 GWh, with six companies winning contracts [1][3]. - The awarded shares for the winning companies are as follows: - Shanghai Ronghe Yuanchu Energy Co., Ltd.: 1500 MWh - Beijing Haibo Sichuang Technology Co., Ltd.: 1400 MWh - Xinyuan Zhichu Energy Development (Beijing) Co., Ltd.: 800 MWh - Jiangsu Trina Storage Co., Ltd.: 600 MWh - CRRC Zhuzhou Electric Locomotive Research Institute Co., Ltd.: 400 MWh - Beijing Tiancheng Tongchuang Electric Co., Ltd.: 300 MWh [2][3]. Group 2: Bidding Details - The bidding included both centralized and string-type energy storage systems, suitable for shared or supporting storage, with options for 2-hour (0.5C rate) and 4-hour (0.25C rate) solutions [3][5]. - The breakdown of the centralized storage system bids includes: - Beijing Haibo Sichuang Technology Co., Ltd.: 1400 MWh at a bid price of 1.7592 billion yuan (0.440 yuan/Wh) - Shanghai Ronghe Yuanchu Energy Co., Ltd.: 1000 MWh at a bid price of 1.704 billion yuan (0.426 yuan/Wh) - Xinyuan Zhichu Energy Development (Beijing) Co., Ltd.: 800 MWh at a bid price of 1.7192 billion yuan (0.430 yuan/Wh) - Jiangsu Trina Storage Co., Ltd.: 400 MWh at a bid price of 1.688 billion yuan (0.422 yuan/Wh) - CRRC Zhuzhou Electric Locomotive Research Institute Co., Ltd.: 400 MWh at a bid price of 1.69032 billion yuan (0.423 yuan/Wh) [3][4]. Group 3: Equipment and Services - The bidding scope includes the supply of a complete set of equipment for energy storage systems, such as lithium iron phosphate batteries, bidirectional converters, battery management systems, energy management systems, transformers, and related facilities [4]. - The bidders are responsible for transportation, insurance, on-site delivery, installation guidance, testing, trial operation participation, acceptance cooperation, and after-sales service, ensuring compliance with grid and energy management standards [4][5].

Core Viewpoint - The National Power Investment Corporation has announced the results of its 2025 centralized bidding for energy storage system equipment, with a total bidding scale of 5GWh, including both centralized and string energy storage systems [1][5]. Group 1: Bidding Details - The bidding is divided into two segments: centralized energy storage systems and string energy storage systems, with a total capacity of 5GWh, including 2h (0.5C rate) and 4h (0.25C rate) solutions [2]. - The average bid price for centralized energy storage systems ranges from 0.422 to 0.440 yuan/Wh, with an average of 0.428 yuan/Wh, while for string energy storage systems, the range is 0.463 to 0.477 yuan/Wh, averaging 0.470 yuan/Wh [2]. - The scope of this procurement includes all necessary equipment for energy storage systems, such as lithium iron phosphate batteries, bidirectional converters, battery management systems, energy management systems, and associated facilities [2]. Group 2: Technical Specifications - The procurement will adopt a 1500V DC energy storage system design, with a grid connection voltage level of 35kV, adjustable based on specific project requirements [2]. - The energy storage systems are designed to integrate with photovoltaic or wind power, enabling energy transfer, primary frequency regulation, automatic generation control, reactive power support, and short-circuit capacity [2]. Group 3: Bidder Qualifications - Bidders must determine the configuration capacity and integration method of the energy storage system based on their own solutions and equipment characteristics [3]. - Bidders are required to provide a comprehensive solution for the energy storage battery system under continuous 0.25C/0.5C charge and discharge conditions, including battery grouping, BMS, thermal management, and fire protection systems [3]. - Bidders must have independent R&D and production capabilities for at least two of the following: battery cells, battery modules, PCS, BMS, and EMS, with a cumulative domestic supply performance of no less than 8GWh over the past three years [3][4]. Group 4: Winning Bidders - The first winning bidder for centralized energy storage systems is Beijing Haibo Sichuang Technology Co., Ltd., with a bid of 1,759.20 million yuan [6]. - The second winning bidder is Shanghai Ronghe Yuanshu Energy Co., Ltd., with a bid of 1,704.00 million yuan [8]. - The third winning bidder is New Source Zhichu Energy Development (Beijing) Co., Ltd., with a bid of 1,719.20 million yuan [10]. - The fourth winning bidder is Jiangsu Trina Storage Co., Ltd., with a bid of 1,688.00 million yuan [11]. - The fifth winning bidder is CRRC Zhuzhou Electric Locomotive Research Institute Co., Ltd., with a bid of 1,690.32 million yuan [13].