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Group 1: Energy Storage Index Performance - The energy storage index experienced significant fluctuations in May, peaking above the 24-year high of 924 before retreating, ending the month at 1381.79, which represents a 4.87% increase [1] - In the first five months of 2025, the energy storage index rose by 6.94%, while the ChiNext index fell by 6.93% [1] - Compared to its inception in early 2021, the energy storage index has increased by 38.18%, while the ChiNext index has decreased by 32.81% [1] Group 2: CATL's H-Share Listing - CATL completed its H-share application in just three months and listed on the Hong Kong Stock Exchange on May 20, raising 410 billion HKD (52.2 billion USD), marking the largest IPO in Hong Kong this year [4] - 90% of the funds raised will be allocated to the construction of a battery factory in Hungary, which is approximately 2% of Hungary's annual GDP [4] - The listing was notable for being the first "A then H" project priced with a "price ceiling only" method, with the ceiling set at a discount to the A-share closing price on the pricing day [4] Group 3: H-Share Premiums and Market Dynamics - As of the end of May, CATL's Hong Kong closing price was 303.4 HKD, reflecting an 11.16% premium over its A-share price of 250 RMB [4] - BYD's Hong Kong closing price was 392.8 HKD, with a 2.09% premium over its A-share price of 352.3 RMB [4] - Historically, H-shares have traded at a discount to A-shares due to factors such as market liquidity and investor structure, but this trend is changing as southbound capital flows into Hong Kong [5] Group 4: Surge in Hong Kong Listings by Energy Storage Companies - There has been a surge in energy storage companies listing in Hong Kong, with four lithium battery companies already listed before CATL, including BYD, Zhongxin Innovation, Ruipu Lanjun, and Zhengli New Energy [7] - Companies like EVE Energy and Shuangdeng Co. are also initiating their H-share listing processes to enhance capital strength and global competitiveness [8][9] Group 5: Financial Performance of Listed Companies - EVE Energy plans to use funds from its H-share listing to support overseas factory construction and global capacity layout, with total investments nearing 17.4 billion RMB [8] - Shuangdeng Co. aims to use its fundraising for establishing lithium-ion battery production facilities in Southeast Asia and enhancing its R&D capabilities [8] - Haicheng Energy reported significant growth in overseas revenue, increasing from 33,000 RMB in 2022 to 3.7 billion RMB in 2024, with overseas business revenue share rising from 1% to 28.6% [9]

Core Viewpoint - The energy storage index experienced significant fluctuations in May, peaking above the 24-year high before retreating, ending the month at 1381.79, a 4.87% increase, while the ChiNext index rose by 2.32% [1] Group 1: Energy Storage Index Performance - The energy storage index increased by 6.94% in the first five months of 2025, contrasting with a 6.93% decline in the ChiNext index [1] - Since the inception of the index in early 2021, the energy storage index has risen by 38.18%, while the ChiNext index has decreased by 32.81% [1] Group 2: Major Players in Energy Storage - CATL completed its H-share application in just three months, listing on the Hong Kong Stock Exchange on May 20, raising 410 billion HKD (52.2 billion USD), marking the largest IPO in Hong Kong this year [4] - 90% of the funds raised by CATL will be used for the construction of a battery factory in Hungary, which represents about 2% of Hungary's annual GDP [4] - CATL's stock opened at 296.00 HKD, a 12.55% increase from the issue price, indicating a premium of 12.55% over its A-share price [4] Group 3: H-share vs A-share Pricing Dynamics - As of the end of May, CATL's closing price in Hong Kong was 303.4 HKD, equivalent to 277.79 RMB, while its A-share closed at 250 RMB, resulting in an 11.16% premium [4] - BYD's Hong Kong stock closed at 392.8 HKD, equivalent to 359.65 RMB, with an A-share closing at 352.3 RMB, leading to a 2.09% premium [4] - The average premium for A/H listed companies was 41% during the same period [4] Group 4: Trends in H-share Listings - There has been a surge in energy storage companies listing in Hong Kong, with four domestic lithium battery companies already listed before CATL, including BYD, Zhongxin Innovation, Ruipu Lanjun, and Zhengli New Energy [7] - Companies like EVE Energy, Shuangdeng Co., Nandu Power, and Haicheng Energy are also initiating their listing processes in Hong Kong [7] - EVE Energy plans to use the funds raised from its H-share listing to enhance its capital strength and global competitiveness [7] Group 5: Financial Performance of Listed Companies - Shuangdeng Co. reported revenue growth from 40.72 billion RMB in 2022 to an expected 45 billion RMB in 2024 [8] - Nandu Power has established a presence in 160 countries and regions, focusing on expanding its international business [9] - Haicheng Energy anticipates significant revenue growth from overseas operations, with overseas revenue projected to rise from 1% in 2023 to 28.6% in 2024 [9]

Group 1 - The central government emphasizes stabilizing employment, enterprises, markets, and expectations to respond to external uncertainties with high-quality development, marking the first mention of "stabilizing enterprises" [1] - Foreign trade enterprises are facing order losses and inventory pressure due to tariff impacts, prompting local governments to assist these companies in finding new sales channels [1][19] - In Guangdong, a "foreign trade to domestic sales" matchmaking event was organized, where many companies arrived early to seek cooperation partners [1][3] Group 2 - Retailers are directly placing orders and providing comprehensive services from warehousing to distribution for these products, leading to ongoing networking among companies after the event [3] - In Shandong, local authorities are helping enterprises expand into global markets by organizing overseas trade negotiations and exhibitions [7] - The vice president of Dishang Group reported over a 10% increase in orders from European and Japanese markets compared to the previous year, supported by local government initiatives [9] Group 3 - A survey indicated that over 60% of small and medium-sized enterprises in China reported a lack of orders as their biggest challenge in April [12] - In Zhengzhou, a "one-on-one" resource linking service was launched to help enterprises connect with upstream and downstream markets [14][16] - The Ministry of Industry and Information Technology is collaborating with 16 departments to implement 73 specific service measures to address issues like insufficient orders [18] Group 4 - Financial support is being provided to help foreign trade enterprises find sales channels, with various regions injecting "financial vitality" into businesses [19] - In Mianyang, a lithium-ion battery manufacturer received a special loan to alleviate short-term financial pressures, allowing them to stabilize production and expand market reach [21][23] - In Suzhou, a 2 billion yuan fund was established to assist enterprises in overcoming liquidity challenges and loan repayment pressures [29][31] Group 5 - Local governments are facilitating innovation and development by connecting enterprises with research teams and universities to overcome technical challenges [38][40] - In Hefei, a technology demand list was released to promote collaboration between enterprises and research institutions, enhancing innovation and industry synergy [42] - The Ministry of Industry and Information Technology is building a national service network for small and medium-sized enterprises, supporting over 100,000 companies with digital transformation initiatives [50]

Core Viewpoint - Xiamen Haicheng Energy Storage Technology Co., Ltd. (Haicheng Energy Storage) has submitted its prospectus to the Hong Kong Stock Exchange for an IPO, marking a significant step in its growth trajectory as a leading player in the energy storage sector [4][5]. Company Overview - Founded in 2019 by Wu Zuyu and Wang Pengcheng, Haicheng Energy Storage is a key project in Fujian Province and Xiamen City, focusing on lithium-ion energy storage batteries [4][6]. - The company is projected to rank third globally in energy storage market share by 2024, with a revenue exceeding 12 billion yuan [4][7]. Financial Performance - Haicheng Energy Storage has achieved significant revenue growth, with projected revenues of 3.615 billion yuan in 2022, 10.202 billion yuan in 2023, and 12.917 billion yuan in 2024, reflecting a compound annual growth rate (CAGR) of 89% [8]. - The company is expected to turn a profit in 2024, with a net profit of 288 million yuan, after incurring adjusted net losses of 105 million yuan and 225 million yuan in 2022 and 2023, respectively [8]. Investment and Valuation - Over six years, Haicheng Energy Storage has raised 8 billion yuan through multiple financing rounds, attracting a diverse group of investors, including state-owned enterprises and venture capital firms [10][11]. - The company reached a valuation of nearly 30 billion yuan following a 4.5 billion yuan Series C financing round in July 2023 [10]. Global Expansion Strategy - Haicheng Energy Storage has initiated a global expansion strategy, with plans to use IPO proceeds to build a global sales and service network [11][12]. - The company has already established a presence in key markets, including the U.S. and Europe, and is actively exploring emerging markets in the Middle East, Africa, Oceania, and South America [11][12]. Industry Context - The energy storage industry is experiencing rapid growth, with Haicheng Energy Storage positioned as a significant player, particularly in the lithium-ion battery segment [7][13]. - The company is part of a broader industrial transformation in Xiamen, which is shifting towards strategic emerging industries, including new energy [13][14].

作者丨黎曼 来源丨 投中网 美丽的海滨小城厦门，也跑出了一个全球前三企业。 将投中网设为"星标⭐"，第一时间收获最新推送 估值高达250亿元。 2025年3月底，厦门海辰储能科技股份有限公司（以下简称"海辰储能"）正式向港交所递交招股书。 这家成立仅6年的企业，由前宁德时代工程师吴祖钰掌舵，凭借对行业的精准预判和"逆周期"布局， 从储能行业的寒冬中突围，以35.1GWh的锂离子储能电池出货量跻身全球前三，仅次于宁德时代和 亿纬锂能。 吴祖钰的创业故事堪称戏剧性。 2019年，当储能行业骤冷时，他放弃宁德时代工程师的稳定职位，与搭档王鹏程在厦门创立海辰储 能，专注大容量储能电池研发。在同行收缩时，他们却押注产能扩张，以280Ah电池重新定义行业标 准，仅用三年便实现出货量增速超500%，斩获国内外头部客户订单。 如今，这家"宁德系"企业在2024年以129亿元营收实现扭亏为盈，成为全球储能赛道的一匹"黑马"。 在鑫睿创投、朝希资本、中国宝安、大公资本、前海众创资本、迈为股份、恩沃格林投资、中贯新创 投、农银国际、建信股权、经纬创投、盛屯矿业、峰和资本、厦门火炬集团、厦门创投、招银电信基 金、金风集团、国寿股权、 ...

Core Viewpoint - A new green energy company, Xiamen Haichen Energy Storage Technology Co., Ltd., plans to go public in Hong Kong to raise capital for further expansion in the energy storage sector [1] Group 1: Company Overview - Haichen Energy Storage was established five years ago and has experienced rapid growth, with a compound annual growth rate (CAGR) of 167% in energy storage battery shipments from 2022 to 2024 [1] - The company delivered 35.1 GWh of batteries last year, ranking third globally in lithium-ion energy storage battery shipments [1] Group 2: Financial Performance - Haichen's revenue surged from 3.6 billion yuan in 2022 to 12.9 billion yuan last year, more than doubling [1] - The gross margin improved from 11.3% in 2022 to 17.9% in 2024, an increase of over 6 percentage points, leading to a net profit of 287.6 million yuan [1] Group 3: Market Expansion - The company is focused on global expansion, operating in over 20 countries and regions, including the United States and Europe, with overseas business accounting for 28.6% of total revenue last year [1] - Haichen is actively exploring emerging markets in the Middle East, Africa, Oceania, and South America, planning to use the funds raised from the IPO for further expansion [1]

Core Viewpoint - The article highlights the significant growth and strategic positioning of Hai Chen Energy in the global energy storage market, emphasizing its recent IPO application and impressive performance metrics in 2024 [1][3]. Group 1: Performance Metrics - In 2024, Hai Chen Energy achieved a lithium-ion battery shipment volume of 35.1 GWh, capturing an 11% share of the global market, ranking third behind CATL and EVE Energy [1][5]. - The company reported a total revenue of 12.917 billion yuan, with the energy storage battery segment contributing 7.96 billion yuan, accounting for 61.6% of total revenue [1][11]. - The net profit reached 287.6 million yuan, marking a net profit margin of 2.2%, indicating the company's first profitable year [1][5]. Group 2: Strategic Growth - Hai Chen Energy's design capacity surged from 5.4 GWh in 2022 to 62 GWh in 2024, achieving a tenfold increase in just three years [5]. - The company’s shipment volume of 35.1 GWh in 2024 represents a 10.6-fold increase compared to 2022, with a compound annual growth rate of 167%, significantly outpacing the industry average [5]. - The gross profit margin improved from 11.3% in 2022 to 17.9% in 2024, surpassing the average gross profit margin of 16.57% among five listed energy storage battery companies in 2023 [5]. Group 3: Global Expansion - Hai Chen Energy is the only GWh-level player focused solely on the energy storage sector, with successful market entries in China, the US, and Europe, while also exploring emerging markets in the Middle East, Africa, Oceania, and South America [6]. - In 2024, overseas revenue accounted for 28.6% (3.7 billion yuan) of total revenue, breaking the traditional path of "Chinese battery overseas assembly" [6]. Group 4: Business Model - The company employs a differentiated strategy, selling energy storage batteries to system integrators domestically while focusing on energy storage systems and solutions in overseas markets, effectively avoiding domestic competition [7]. - The dual business model of "domestic battery + overseas systems" allows Hai Chen Energy to target high-margin markets in Europe and the US [7]. Group 5: Product Innovations - Hai Chen Energy has made significant advancements in energy storage battery products, including the introduction of a 280Ah battery for large storage projects and a 314Ah battery for overseas applications [11][12]. - The company launched the world's first sodium-ion battery with a cycle life exceeding 20,000 cycles, suitable for extreme conditions [12]. - In the energy storage systems segment, the company delivered a 5MWh liquid-cooled storage system and plans to mass-produce a 6.25MWh long-duration storage system by the second half of 2025 [15].