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储能BMS龙头高特电子创业板IPO获受理
Zheng Quan Ri Bao Wang· 2025-06-28 02:13
Core Viewpoint - The company, Hangzhou Gaote Electronics Co., Ltd., has officially received approval for its IPO application on the ChiNext board, aiming to become a leading global supplier of new energy storage system safety and value enhancement solutions [1] Group 1: Company Overview - Gaote Electronics is recognized as a national high-tech enterprise and a "specialized, refined, and innovative" small giant enterprise, focusing on providing new energy storage battery management systems (BMS) [1] - The company has consistently led the market in product shipment volume within the large-scale storage BMS sector, achieving top recognition in the industry [2] Group 2: Financial Performance - From 2022 to 2024, the company's main business revenue has shown significant growth, with figures of 344 million yuan, 778 million yuan, and 919 million yuan respectively, resulting in a compound annual growth rate of 63.31% [3] - R&D expenses from 2022 to 2024 were 23.8862 million yuan, 38.6389 million yuan, and 63.7784 million yuan, accounting for 6.91%, 4.96%, and 6.94% of revenue respectively [2] Group 3: Industry Trends - The demand for storage BMS is increasing, driven by the need for new energy systems and the strategic focus on energy transition globally [4] - The industry is expected to undergo consolidation, with leading companies possessing comprehensive technical capabilities and brand influence likely to dominate the market [4] Group 4: Future Plans - The company plans to use the funds raised from the IPO primarily for the construction of an intelligent manufacturing center for storage battery management systems and to supplement working capital [5] - Gaote Electronics aims to enhance its technological innovation capabilities and smart manufacturing levels to support the construction of a new power system and the achievement of carbon neutrality goals [5]
拟募资8.5亿,又一家储能企业IPO
行家说储能· 2025-06-24 05:20
Core Viewpoint - Gaote Electronics is positioned to become the "first stock of energy storage BMS" in A-shares with its upcoming IPO, focusing on energy storage battery management systems (BMS) and leading market share [1][2]. Fundraising and Investment - Gaote Electronics plans to raise 850 million RMB through the issuance of up to 12 million shares, with the net proceeds allocated to the construction of an intelligent manufacturing center for energy storage battery management systems and to supplement working capital [2]. - The total investment for the intelligent manufacturing center project is approximately 674.14 million RMB, with 600 million RMB sourced from the IPO funds [2]. Financial Performance - The company has shown a compound annual growth rate (CAGR) of 63.31% in revenue from 2022 to 2024, with main business revenues of 344.4 million RMB, 770 million RMB, and 919 million RMB for the respective years [3][5]. - The revenue from core technology products has increased significantly, accounting for 90.26% of total revenue in 2024, up from 77.73% in 2022 [5][7]. - Net profits for 2023 and 2024 are projected at 79.04 million RMB and 87.04 million RMB, respectively, meeting the listing standards for profitability [7]. Market Position and Competition - Gaote Electronics ranks as the top new energy storage BMS company in China as of 2023, with a significant market share in the third-party BMS sector [11][12]. - The company has established strategic partnerships for R&D, notably with Xi'an Aerospace Minxin, to develop proprietary AFE information collection chips, enhancing its competitive edge in the BMS market [12]. Customer Base - The customer portfolio includes major players such as CATL, Ganfeng Lithium, and State Grid, with no single customer accounting for over 50% of total revenue, indicating a diversified client base [13][15]. Growth Strategy - Gaote Electronics is transitioning towards a comprehensive data service provider in the energy storage sector, leveraging its BMS technology to offer integrated data services for energy management [16][18]. - The company aims to enhance its data service capabilities, which are expected to become a significant growth driver in the future [19].
全球首款可量产!宁德时代9MWh超大容量储能系统解决方案发布
文 | 中关村储能产业技术联盟 20 25 年 5 月 7 日,宁德时代重磅推出全球首款可量产的 9MWh 超大容量储能系统解决方案 TENER St a c k,以 突破性技术再次刷新行业纪录。这一创新成果,是继2 02 4年发布6.25MWh天恒储能系统后,宁德时代在储能领 域的又一里程碑式跨越。相较前代产品,TENER St a c k 不仅实现系统容量密度的显著提升,更在运输效率与安 全性能上实现全面进阶,为行业树立全新技术标杆。 TENER Stack 9MWh储能系统 容量突破,整体建站成本优化20% TENER St a c k采用宁德时代高能量密度电芯,具有五年零衰减特性。与传统的20尺集装箱系统相比,TENER St a c k的体积利用率提高4 5%,能量密度提升5 0%。其单机储能容量高达9MWh。 TENER St a c k的大容量同时创造了显著的经济价值。通过TENER St a c k部署8 00MWh储能容量,所需的集装箱 数量比传统的6MWh系统降低近三分之一,同时将土地利用效率提升40%,整体可节省2 0%的电站建设成本。 突破运输限制:符合全球9 9%市场法规 为满足全球 ...