本报（chinatimes.net.cn）记者李佳佳 李未来 北京报道 光伏圈不断传出跨界储能行业的信息。 近日，天合光能股份有限公司（下称"天合光能"，688599.SH）自愿披露斩获海外储能大单的消息。在 此之前，陕西省市场监督管理局官网刚刚公示了隆基绿能科技股份有限公司（下称"隆基绿能"， 601012.SH）收购苏州精控能源科技股份有限公司（下称"精控能源"）股权案。隆基绿能拟通过收购股 权、增资入股、表决权委托的形式，取得精控能源约61.9998%的表决权，正式切入储能赛道。 中国新能源电力投融资联盟秘书长彭澎接受《华夏时报》记者采访时表示，"随着新能源装机量持续增 长，电网对系统灵活性的要求日益提升。在储能成本下降至当前水平后，其已成为保障系统灵活性的关 键力量。因此，光伏装机规模不断扩大的背景下，储能市场规模必然随之增长，这也是隆基选择在此节 点收购储能企业的核心逻辑。这与光伏行业爆发期时，收购组件企业的布局逻辑十分相似。如今，像天 合光能这类早期布局储能的光伏企业，不仅斩获海外大额订单，整体利润率也不错。" 光伏企业竞相入局 当前，国内储能市场中主要有三类玩家，第一类是储能品牌商，第二类为锂电 ...

隆基此次入场，意味着其正式开启光储融合。相较于自建团队进行布局，收购的优势在于快速获取成熟资源、降低市场进入风险，而且可以很快通过产品 来验证竞争力，有利于后期的调整和提高。 由此，光伏组件头部厂商均完成在储能赛道的战略卡位。 01▶ 收购进场 每经记者｜张文瑜 每经编辑｜贺娟娟 作为行业龙头，隆基绿能对储能布局一度持审慎态度，然而今年以来，这一态度出现明显转变。 这家全球光伏制造巨头，终于还是出手储能了。 据陕西省市场监督管理局日前的一份公开文件，隆基绿能（601012）拟通过收购股权、增资及表决权委托等一系列安排，取得苏州精控能源科技股份有限 公司（简称"精控能源"）约62%的表决权，从而实现对后者的单独控制。 精控能源作为一家"潜在独角兽企业"，在动力电源、智慧储能与氢燃料电池三大系统领域均有布局，业务网络已覆盖中国大陆、欧洲、北美、澳洲等多个 市场。 早在9月，即有消息称隆基绿能参股精控能源，被视为其切入储能赛道的关键动作。 11月10日的投资者问答中，隆基进一步回应称，光伏行业经过多年的发展，我国光伏装机规模呈现快速增长趋势。当前国内电网消纳已成为重点需要解决 的问题，光伏与储能相结合将成为解决光伏 ...

据悉，精控能源主要从事锂离子电池储能系统业务。对于交易总金额等细节，隆基绿能方面暂未透露。 在2025年第三季度业绩说明会上，隆基绿能董事长钟宝申曾谈及是否布局储能业务相关话题。他对与会 投资机构表示，当前国内电网消纳已成为重点需要解决的问题，光伏与储能相结合将成为解决光伏间歇 性问题的有效方式，他们正在积极评估光伏与储能业务结合的可行性。 中化新网讯 11月13日，陕西省市场监督管理局发布的《经营者集中简易案件公示表》显示，隆基绿能 与苏州精控能源科技股份有限公司(以下简称精控能源)等签署协议。 根据交易协议，隆基绿能拟通过收购股权、增资入股、表决权委托的形式取得精控能源约61.9998%的 表决权。交易前，自然人合计控制精控能源44.79%股权对应的表决权，单独控制精控能源。交易后， 隆基绿能将持有精控能源61.9998%的表决权，并单独控制精控能源。 ...

Investment Rating - The report does not explicitly state an investment rating for the industry [1]. Core Views - The price of photovoltaic silicon wafers continues to be under pressure due to reduced demand from downstream battery segments, leading to a significant decrease in orders and subsequent price drops. Some second and third-tier companies are forced to clear inventory, causing further price declines. A slight rebound in N-type 183mm silicon wafer prices was noted after several companies attempted to stabilize prices [4][2]. - In the industrial gas sector, the price of liquid argon has increased by 7.94% to 829 RMB/ton, while the prices of liquid oxygen and nitrogen have decreased by 2.54% and 4.6%, respectively. The overall price trend is stable, with no significant upward pressure expected in the near future [4][2]. - The automotive market saw a slight decline in retail sales in early November, with a year-on-year decrease of 19%. However, long-term growth in sales is anticipated due to upcoming tax incentives for electric vehicles [4][2]. Summary by Sections Market Overview - The mechanical equipment, electric power equipment, and automotive industry indices experienced declines of -2.22%, -0.8%, and -2.11%, respectively, ranking 28th, 23rd, and 26th among 31 first-level industries [9][1]. Industry News and Key Company Announcements - Longi Green Energy plans to acquire approximately 61.9998% of Suzhou Jingkong Energy Technology Co., Ltd., marking its entry into the energy storage sector [22][2]. - The domestic inventory of photovoltaic components has continued to decline, with a 0.6GW reduction noted in the second week of November [22][2]. - The Inner Mongolia government has outlined plans to significantly develop renewable energy, aiming for over 300 million kW of installed renewable energy capacity by 2030 [22][2].

Core Insights - Longi Green Energy, a major player in the photovoltaic industry, has finalized its strategic plan to enter the energy storage sector [1] - The acquisition of Suzhou Jingkong Energy Technology Co., Ltd. has been disclosed, marking the transaction's entry into the public announcement phase [1] - Longi Green Energy aims to acquire approximately 61.9998% of the voting rights in Jingkong Energy through equity purchase, capital increase, and voting rights delegation [1] Company Overview - Longi Green Energy was established on February 14, 2000, in Xi'an, Shaanxi Province, and primarily engages in the production of monocrystalline silicon wafers, battery modules, distributed photovoltaic solutions, ground photovoltaic solutions, and hydrogen equipment [1] - Jingkong Energy specializes in lithium-ion battery energy storage systems and has a global presence, covering key regions such as mainland China, Europe, North America, and Australia [1] Market Performance - As of November 14, Longi Green Energy's stock price increased by 2.72%, closing at 21.88 yuan per share, with a total market capitalization of 165.8 billion yuan [2]

Core Viewpoint - Longi Green Energy has officially entered the energy storage sector by acquiring a significant stake in Suzhou Jingkong Energy Technology Co., Ltd, marking a strategic extension from solar to storage [1][2]. Company Summary - Longi Green Energy plans to acquire approximately 61.9998% of the voting rights in Suzhou Jingkong Energy through equity purchase, capital increase, and voting rights delegation [1]. - Suzhou Jingkong Energy, established in September 2015, specializes in lithium-ion battery energy storage systems and has developed comprehensive energy management solutions [1]. - The company recently signed a strategic cooperation agreement with ClubSolar to deploy a 2GWh residential energy storage system in the Australian market, indicating its commitment to global market diversification [1]. Industry Summary - The energy storage market is experiencing rapid growth due to the global transition towards clean and low-carbon energy structures, with increasing demand driven by the need for renewable energy integration [2]. - The integration of energy storage with photovoltaic systems is crucial for reducing the curtailment rate of solar energy and expanding market opportunities [3]. - The shift from mandatory energy storage to market-driven approaches has enhanced the market's regulatory function, benefiting solar power plants in their energy storage choices [3]. - The cost of lithium battery energy storage is projected to drop significantly by 2025, with costs reaching between 0.25 to 0.35 yuan per watt, making energy storage competitive with traditional power sources [3]. - The future of the energy storage industry is moving towards platform-based solutions, with energy storage becoming a primary power source rather than an auxiliary one [4].

Market Overview - The A-share market experienced fluctuations, with the Shanghai Composite Index down by 0.97%, the Shenzhen Component Index down by 1.93%, and the ChiNext Index down by 2.82% [1] Sector Performance - Technology stocks saw a general decline, with notable drops in companies like Yizhongtian (Xinyi, Zhongji Xuchuang, Tianfu Communication) and a 4% decrease in SMIC [3] - The gas sector surged, with Shouhua Gas hitting the daily limit up, while the banking sector strengthened, with Industrial and Agricultural Bank of China reaching historical highs [3] - The port and transportation sectors also showed strength [3] Notable Stock Movements - HeFu China, which had a remarkable run of 12 gains in 13 days, attempted to hit the limit up again but closed with a 7.69% increase after a late surge [3] - The company issued a risk warning regarding its stock price significantly deviating from its fundamentals, indicating potential trading risks [3] Renewable Energy Sector - The photovoltaic sector saw activity, with Longi Green Energy experiencing a peak increase of over 8%, closing at 21.88 CNY per share, with a market capitalization of 165.81 billion CNY [5] - Longi Green Energy announced plans to acquire approximately 61.9998% of Suzhou Jingkong Energy Technology Co., indicating a strategic move into the energy storage sector [7] Energy Storage Market Insights - According to Guoxin Securities, the domestic energy storage system bidding has seen a significant increase, with a cumulative bidding scale of 166.3 GWh from January to October, representing a year-on-year growth of approximately 172% [7] - New energy storage installations reached 85.5 GWh in the same period, a 71% increase year-on-year, with a notable 224% increase in new project filings in October [7] GPU and AI Sector Developments - The GPU sector saw a boost with the announcement of the IPO intentions of Moer Thread, aiming to become the first domestic GPU stock, leading to a rise in related stocks like Lihexing and Heertai, which increased by over 5% [8] - ZTE Corporation introduced a super node server supporting 64 GPUs, enhancing its capabilities in large-scale intelligent computing clusters [11] - Minsheng Securities highlighted the potential of super nodes in cluster expansion and the focus on aerospace computing as a key area for domestic computing development [11]

Core Viewpoint - Longi Green Energy plans to acquire approximately 62% of voting rights in Jingkong Energy through a series of arrangements including equity acquisition, capital increase, and voting rights entrustment, aiming for sole control over the latter [1] Company Summary - Longi Green Energy is pursuing a strategic acquisition to enhance its control over Jingkong Energy, which specializes in lithium-ion battery energy storage systems [1]

交易前，精控能源由创始人等自然人合计控制44.79%的股权及对应表决权。上述文件并未披露此次交易的具体财务规模。 资料显示，标的公司精控能源成立于2015年，总部位于江苏苏州，专注于锂离子电池储能系统业务。而作为收购方的隆基绿能成立于2000年，是 上海证券交易所的上市公司，其核心业务覆盖单晶硅片、电池组件、分布式与地面光伏解决方案，并已涉足氢能装备。战略考量：光伏承压，储 能成新增长引擎 在光伏行业普遍调整的背景下，又一家行业巨头将目光投向了高增长的储能赛道。全球最大的太阳能制造商之一隆基绿能科技股份有限公司计划 收购储能系统集成商苏州精控能源，寻求在核心业务之外打造新的增长引擎。 据陕西省市场监督管理局11月13日的一份公开文件显示，隆基绿能拟通过收购股权、增资及表决权委托等一系列安排，取得精控能源约62%的表 决权，从而实现对后者的单独控制。精控能源的主营业务为锂离子电池储能系统。 此举正值全球储能市场需求持续井喷。随着可再生能源发电渗透率不断提升，电力系统对储能的需求日益迫切，为相关企业带来了巨大的市场机 遇。据媒体报道，隆基的此次布局，意在追随其主要竞争对手天合光能与晶科能源的步伐，这两家光伏巨头此 ...

Group 1 - The photovoltaic sector experienced a significant short-term rally on November 14, with Longi Green Energy rising over 8%, and other companies like Zhongxin Bo and Shangneng Electric increasing by over 12% and 8% respectively [1][2] - The Photovoltaic Selected Index rose by 3.28%, reaching a value of 5396.57 [2] - Longi Green Energy is set to acquire approximately 61.9998% of the voting rights in Suzhou Jingkong Energy Technology Co., Ltd. through equity acquisition, capital increase, and voting rights entrustment, marking its entry into the energy storage business [2]