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山西百兆瓦级独立调频电站并网
Zhong Guo Hua Gong Bao· 2025-09-30 06:48
据悉,今朝时代在项目中应用58兆瓦超级电容。系统采用"超级电容+锂电池"混合架构,兼具100兆瓦快 速调频与42兆瓦时储能调峰能力,实现毫秒级响应,精准解决传统调频响应慢、误差大的痛点; 在-40℃极端环境下仍能稳定运行,全生命周期成本较其他技术路线方案大幅降低,系统安全性较传统 方案显著提升。项目将极大提升山西电网调节能力,同时年可减少二氧化碳排放约115万吨。 中化新网讯 近日,山西偏关百兆瓦级独立调频电站一期项目并网。该项目是全球首个百兆瓦级大规模 应用超级电容混合储能技术的调频电站,并网后将以毫秒级响应速度深度参与电网一次调频,为晋西北 地区新能源消纳搭建高效通道。 ...
思源电气(002028)2025年中报点评:出海持续兑现 备货准备旺季
Xin Lang Cai Jing· 2025-09-30 00:35
事件:公司发布2025 年中报。 2025H1,营业收入84.97 亿元,同比+37.80%;归母净利润12.93 亿元,同比+45.71%;扣非净利润12.36 亿元,同比+47.04%。 2025H1,公司海外市场收入28.62 亿,同比+88.91%。出海收入占比达33.68%,创历史新高。海外市场 销售毛利率35.69%,同比+1.87pct。 海外市场中欧洲、北美洲等电力发达地区输配电设备运行多年,有较大的改造更换空间;东南亚、中 东、非洲等地区电力基础设施建设落后,存在较大的新建业务机会。公司长期坚持海外战略,持续进行 产品和市场投入。公司多款产品在英国、意大利、沙特、科威特等多个国家市场实现了突破。 持续拓展汽车电子、柔性直流输电等新产品: 2025H1,公司汽车电子业务实现收入4545 万元,同比+216.58%。报告期内,公司持续拓展以超级电容 (含混合超容)、锂电池等高倍率储能元件为核心的汽车电子电器类业务;持续突破柔直相关业务。 投资建议:公司作为民营输变电设备龙头,有望持续受益海外+国内电网建设高景气,同时中压开关、 高压GIS、储能、超级电容、静止同步调相机、汽车电子等新产品有望持续 ...
江海股份涨2.20%,成交额4.83亿元,主力资金净流入320.57万元
Xin Lang Cai Jing· 2025-09-29 03:31
9月29日,江海股份盘中上涨2.20%,截至11:11,报31.07元/股,成交4.83亿元,换手率1.92%,总市值 264.26亿元。 责任编辑:小浪快报 江海股份所属申万行业为:电子-元件-被动元件。所属概念板块包括:超级电容、5G、石墨烯、ETC概 念、增持回购等。 截至6月30日,江海股份股东户数5.04万,较上期减少3.41%;人均流通股16268股,较上期增加3.53%。 2025年1月-6月,江海股份实现营业收入26.94亿元,同比增长13.96%;归母净利润3.58亿元,同比增长 3.19%。 分红方面,江海股份A股上市后累计派现12.12亿元。近三年,累计派现5.65亿元。 机构持仓方面,截止2025年6月30日,江海股份十大流通股东中,香港中央结算有限公司位居第四大流 通股东,持股1377.28万股,相比上期减少4.12万股。中欧时代先锋股票A(001938)位居第七大流通股 东,持股1050.00万股,为新进股东。宏利转型机遇股票A(000828)位居第八大流通股东,持股929.58 万股,持股数量较上期不变。国投瑞银新能源混合A(007689)退出十大流通股东之列。 资金流向方面,主 ...
江海股份9月24日获融资买入1.14亿元,融资余额8.55亿元
Xin Lang Cai Jing· 2025-09-25 01:28
9月24日,江海股份涨0.18%,成交额9.87亿元。两融数据显示,当日江海股份获融资买入额1.14亿元, 融资偿还1.39亿元,融资净买入-2463.74万元。截至9月24日,江海股份融资融券余额合计8.57亿元。 融资方面,江海股份当日融资买入1.14亿元。当前融资余额8.55亿元,占流通市值的3.08%,融资余额 超过近一年80%分位水平,处于高位。 融券方面,江海股份9月24日融券偿还700.00股,融券卖出0.00股,按当日收盘价计算,卖出金额0.00 元;融券余量6.01万股,融券余额196.23万元,低于近一年40%分位水平,处于较低位。 分红方面,江海股份A股上市后累计派现12.12亿元。近三年,累计派现5.65亿元。 机构持仓方面,截止2025年6月30日,江海股份十大流通股东中,香港中央结算有限公司位居第四大流 通股东,持股1377.28万股,相比上期减少4.12万股。中欧时代先锋股票A(001938)位居第七大流通股 东,持股1050.00万股,为新进股东。宏利转型机遇股票A(000828)位居第八大流通股东,持股929.58 万股,持股数量较上期不变。国投瑞银新能源混合A(007689 ...
金时科技转型储能业务发展势头良好 拟推激励计划明确未来两年营收增长目标
Zheng Quan Ri Bao Wang· 2025-09-22 08:56
Core Viewpoint - Sichuan Jinshi Technology Co., Ltd. has announced a restricted stock incentive plan for 2025, aiming to enhance its core team cohesion and competitiveness in the rapidly growing energy storage market [1][2]. Group 1: Incentive Plan Details - The company plans to grant 3.8722 million restricted stocks, accounting for approximately 0.96% of the total share capital as of the announcement date [1]. - The grant will be a one-time issuance with no reserved rights, targeting 31 individuals at a price of 7.71 yuan per share [1]. Group 2: Company Transformation and Financial Performance - Established in 2008, the company has shifted from cigarette label printing to focusing on new energy and materials, particularly in energy storage solutions [1]. - Since entering the energy storage sector in March 2024, the company has seen significant growth, achieving a revenue of 376 million yuan in 2024, a year-on-year increase of 1008.39% [1]. - In the first half of 2025, the company continued its rapid growth with a revenue of 243 million yuan, reflecting a year-on-year increase of 548.91% [1]. Group 3: Research and Development Investments - The company has significantly increased its R&D investments in energy storage equipment and supercapacitors, collaborating with universities to enhance its core competitiveness [2]. - R&D expenditures for 2024 and the first half of 2025 were 21.7255 million yuan and 15.5704 million yuan, respectively, marking year-on-year growth of 95.25% and 85.34% [2]. Group 4: Performance Targets and Market Outlook - The incentive plan sets performance targets, requiring a minimum revenue growth rate of 20% for 2025 and 40% for 2026, with revenue targets of 451 million yuan and 526 million yuan, respectively [2]. - Experts believe that the company's focus on new energy and materials aligns with global trends, positioning it well for future growth in the energy storage market [2].
江海股份涨2.02%,成交额4.48亿元,主力资金净流出2389.35万元
Xin Lang Cai Jing· 2025-09-22 03:00
Core Viewpoint - Jianghai Co., Ltd. has shown significant stock performance with an 86.24% increase year-to-date, despite a recent decline of 2.95% over the last five trading days [1] Financial Performance - For the first half of 2025, Jianghai Co., Ltd. achieved a revenue of 2.694 billion yuan, representing a year-on-year growth of 13.96%, and a net profit attributable to shareholders of 358 million yuan, up 3.19% year-on-year [2] - The company has distributed a total of 1.212 billion yuan in dividends since its A-share listing, with 565 million yuan distributed over the last three years [3] Shareholder Information - As of June 30, 2025, Jianghai Co., Ltd. had 50,400 shareholders, a decrease of 3.41% from the previous period, with an average of 16,268 circulating shares per shareholder, an increase of 3.53% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, holding 13.7728 million shares, and new entrant China Europe Era Pioneer Stock A, holding 10.5 million shares [3] Market Activity - Jianghai Co., Ltd. has been active in the market, appearing on the trading leaderboard seven times this year, with the most recent appearance on September 2, where it recorded a net purchase of 252 million yuan [1] - The stock's trading volume on September 22 reached 448 million yuan, with a turnover rate of 1.72% [1] Business Overview - Jianghai Co., Ltd. specializes in the research, production, sales, and service of capacitors and related materials, with its main revenue sources being aluminum electrolytic capacitors (82.75%), film capacitors (8.65%), supercapacitors (6.00%), electrode foils (2.00%), and others (0.60%) [1]
全球最大“超级电容+锂电池”混合储能电站并网!
中关村储能产业技术联盟· 2025-09-15 10:19
Core Viewpoint - The successful grid connection of the Shanxi Pingshan 100MW independent frequency modulation power station project marks a significant advancement in the application of supercapacitor technology, showcasing the company's leadership in the market and the reliability of large-scale applications [2][4]. Group 1: Project Overview - The project has a total scale of 100MW, including 58MW/30s of supercapacitor energy storage, with a total investment of 670 million yuan and occupies an area of 25.24 acres [2]. - It is the largest application of supercapacitors in a 100MW independent frequency modulation power station globally and also the largest single "supercapacitor + lithium battery" hybrid energy storage power station in the world [2][4]. Group 2: Technical Features - The system employs a "supercapacitor + lithium battery" hybrid architecture, achieving 100MW rapid frequency modulation and 42MWh peak shaving capability, addressing the slow response and high error rates of traditional frequency modulation [3]. - The system can operate stably even in extreme conditions of -40℃, with significantly lower lifecycle costs compared to other technical solutions, and enhanced safety compared to traditional methods [4]. Group 3: Comprehensive Service - The company provides a full-process coverage and one-stop delivery from power station design, equipment supply, construction, to debugging and grid connection, ensuring efficient integration of core technology and overall engineering [4]. Group 4: Regional Impact - The project is located in Pingshan County, which has abundant sunlight and water resources, making it an ideal site for clean energy development. The local clean energy total installed capacity reaches 2,048,000 kW, with a new energy output value of 535 million yuan, accounting for 38% of the GDP [4]. - Upon full operation, the power station is expected to reduce carbon emissions by 1.15 million tons annually, reinforcing Pingshan's position in clean energy and supporting balanced economic development and ecological protection in the region [4]. Group 5: Company Background - Established in 2009, the company is a national-level specialized and innovative "little giant" enterprise, a member of the new energy storage innovation consortium of central enterprises, and ranks among the industry leaders in revenue and production scale [6]. - The company possesses core technologies in key materials, single units, modules, and system integration for supercapacitors, having undertaken numerous national and provincial research projects, achieving multiple technological breakthroughs and research results [6].
东吴证券晨会纪要-20250915
Soochow Securities· 2025-09-15 01:04
Macro Strategy - The core viewpoint indicates that the recent cooling of U.S. employment data makes a rate cut in September almost certain, with expectations of a 25bps cut and potential for 1-2 additional cuts throughout the year [1][14][18] - The U.S. non-farm payrolls for August showed an increase of only 22,000, significantly below the expected 75,000, indicating a weakening labor market [1][18] - The unemployment rate rose to 4.324%, slightly above expectations, highlighting a trend of weakening labor demand [1][18] Fixed Income - In the week of September 1-5, 19 green bonds were issued in the interbank and exchange markets, totaling approximately 8.767 billion yuan, an increase of 1.651 billion yuan from the previous week [2] - The secondary market saw a total trading volume of green bonds amounting to 48.2 billion yuan, a decrease of 4 billion yuan from the previous week [2] Industry Analysis - The domestic aluminum electrolytic capacitor industry is experiencing stable growth, with a focus on supercapacitors expected to drive a second growth curve for Jianghai Co., Ltd. [10] - Jianghai Co., Ltd. is positioned as a leader in the supercapacitor market, with a compound annual growth rate of 23.9% in the domestic market from 2017 to 2023 [10] - The report highlights the potential for significant growth in the supercapacitor business, particularly in AI computing applications, as the company collaborates with multiple AI clients [10] Company Recommendations - Yapu Co., Ltd. is expected to see revenue growth from 9.123 billion yuan in 2025 to 10.961 billion yuan in 2027, with a corresponding net profit increase from 575 million yuan to 756 million yuan [9] - Jianghai Co., Ltd. is projected to achieve revenues of 4.565 billion yuan in 2025, growing to 5.770 billion yuan by 2027, with net profits expected to rise from 791 million yuan to 1.025 billion yuan [13] - China Pacific Insurance is maintaining a positive outlook with projected net profits of 51.6 billion yuan in 2025, increasing to 55.3 billion yuan by 2027 [12]
【国信电子胡剑团队】江海股份:超级电容、铝电解电容有望在AI服务器中广泛应用
剑道电子· 2025-09-12 14:20
Core Viewpoint - The report highlights the potential for aluminum electrolytic capacitors and supercapacitors to be widely used in AI servers, driven by increasing demand for high voltage and compact components in the AI sector [4] Financial Performance - In 1H25, the company achieved revenue of 2.694 billion yuan (YoY +13.96%) and a net profit attributable to shareholders of 358 million yuan (YoY +3.19%). The net profit after deducting non-recurring items was 344 million yuan (YoY +8.96%) [5] - For 2Q25, the company reported revenue of 1.536 billion yuan (YoY +17.02%, QoQ +32.69%) and a net profit of 206 million yuan (YoY -1.92%, QoQ +35.82%). The net profit after deducting non-recurring items was 207 million yuan (YoY +10.54%, QoQ +51.01%) [5] - The company's gross margin for 1H25 was 24.93% (YoY -0.01 percentage points), and the net margin was 13.42% (YoY -1.46 percentage points) [5] Aluminum Electrolytic Capacitors - In 1H25, revenue from aluminum electrolytic capacitors reached 2.229 billion yuan (YoY +16.70%) with a gross margin of 26.75% (YoY +0.19%). Growth was driven by increased demand in the photovoltaic sector and robust needs in UPS and communication power supply sectors [6] - The introduction of new products, such as MLPC for AI servers and solid-liquid hybrid capacitors for the automotive sector, is expected to enhance growth. The shift towards higher voltage requirements in AI servers will significantly increase the demand for horn-shaped capacitors [6] - The manufacturing process for horn-shaped aluminum electrolytic capacitors will transition from traditional chemical etching to atomic deposition technology, leading to higher product prices [6] Supercapacitors - In 1H25, supercapacitor revenue was 162 million yuan (YoY +48.93%) with a gross margin of 16.86% (YoY -3.71%). The decline in gross margin is attributed to the company's efforts to explore new application areas [7] - Supercapacitors are expected to become standard components in AI computing clusters due to their ability to provide instantaneous power compensation during significant power fluctuations caused by AI chip power consumption [7] - The company's EDLC and LIC products have received certifications from several leading domestic and international companies, with EDLC expected to achieve scale due to its lower heat generation and cost advantages [7] - The supercapacitor market is anticipated to experience explosive growth driven by increasing demand across various sectors, including AI servers, energy storage, smart meters, and controlled nuclear fusion [7]
金时科技(002951) - 002951金时科技投资者关系管理信息20250912
2025-09-12 09:33
Group 1: Shareholder Information - As of September 10, 2025, the number of shareholders is 21,643 [1] Group 2: Business Developments - The collaboration with Ant Group is still in the exploratory phase, with no substantial business activities initiated yet [2] - The newly established Jinshi Silicon Reconstruction Shenzhen Technology Co., Ltd. is currently in the preparatory stage and has not commenced production [2] Group 3: Financial Performance and Goals - Jinshi New Energy reported revenue of 17,700 yuan for the first half of 2025, which is significantly below the target of 12 million yuan for supercapacitor revenue [2] - The company is enhancing its market expansion efforts for supercapacitors through increased R&D investment and the development of new product models [2] - A comprehensive solution is being provided to address specific application challenges, including high energy consumption and frequent battery maintenance [2]