每经记者｜范芊芊 每经编辑｜何小桃 廖丹 并购重组 华软科技：拟收购莱恩光电67%股权 华软科技公告称，公司拟筹划收购山东莱恩光电科技股份有限公司67%的股权。若交易顺利完成，莱恩光电将成为公司控股子公司。标的公司是一家专注 于安全光幕（安全光栅）、测量光幕、检测光幕、安全控制类产品的研发、生产、销售和技术服务的制造企业。 TCL科技：子公司TCL华星成功竞买福建兆元光电80%股权及相关债权 TCL科技公告称，公司子公司TCL华星光电技术有限公司已成功竞买福建省电子信息（集团）有限责任公司持有的福建兆元光电有限公司80%股权及相关 债权，交易价格为4.9亿元。 增减持 徐工机械：控股股东拟增持公司股份不低于8000万元且不超过1.6亿元 徐工机械公告称，公司控股股东徐工集团计划自2025年12月26日起六个月内，通过深圳证券交易所交易系统增持公司股份，增持金额不低于8000万元且不 超过1.6亿元。 芯原股份：股东拟减持不超1.7%股份 芯原股份公告称，股东国家集成电路产业投资基金股份有限公司因自身经营管理需要，计划通过集中竞价和大宗交易方式合计减持不超过893.96万股公司 股份，占公司总股本比例不超过1. ...

智光电气表示，该合同涉及的业务为公司主营业务，若该合同顺利履行，预计将对公司财务状况以及经 营业绩产生积极影响。 北京商报讯（记者 马换换 李佳雪）12月26日晚间，智光电气（002169）披露公告称，公司控股子公司 广州智光储能科技有限公司（以下简称"智光储能"）于近日与扬州新概念电气有限公司签订了金额合计 约为1.19亿元的《买卖合同》，买方向智光储能购买高压级联储能系统。 ...

并购重组 华软科技：拟收购莱恩光电67%股权 华软科技公告称，公司拟筹划收购山东莱恩光电科技股份有限公司67%的股权。若交易顺利完成，莱恩 光电将成为公司控股子公司。标的公司是一家专注于安全光幕（安全光栅）、测量光幕、检测光幕、安 全控制类产品的研发、生产、销售和技术服务的制造企业。 徐工机械公告称，公司控股股东徐工集团计划自2025年12月26日起六个月内，通过深圳证券交易所交易 系统增持公司股份，增持金额不低于8000万元且不超过1.6亿元。 芯原股份：股东拟减持不超1.7%股份 芯原股份公告称，股东国家集成电路产业投资基金股份有限公司因自身经营管理需要，计划通过集中竞 价和大宗交易方式合计减持不超过893.96万股公司股份，占公司总股本比例不超过1.70%。 华辰装备：实际控制人拟合计减持不超2%股份 华辰装备公告称，公司实际控制人曹宇中、刘翔雄、赵泽明计划在公告发布之日起15个交易日后的3个 月内，以大宗交易方式减持公司股份累计不超过507.08万股，合计占公司总股本比例不超2%。 投资签约 TCL科技：子公司TCL华星成功竞买福建兆元光电80%股权及相关债权 TCL科技公告称，公司子公司TCL华星光 ...

格隆汇12月26日丨智光电气(002169.SZ)公布，控股子公司广州智光储能科技有限公司（简称"智光储 能"）于近日与扬州新概念电气有限公司(简称"买方"）签订了金额合计为人民币11,894.81万元的《买卖 合同》，买方向智光储能购买高压级联储能系统。 ...

格隆汇12月26日｜智光电气(002169.SZ)公告称，公司控股子公司智光储能与扬州新概念电气签订了1.19 亿元的《买卖合同》，扬州新概念电气向智光储能购买高压级联储能系统。合同若顺利履行预计将对公 司本年度以及未来年度经营业绩产生积极影响。 ...

Core Insights - The forum held in Suzhou focused on the theme of "Innovation and Resilience in the Restructuring of China's Battery New Energy Industry" and gathered over 500 representatives from various sectors of the battery new energy industry [1] - China has solidified its position as the "world's battery factory," but faces both short-term challenges and long-term restructuring in the battery new energy sector [1] Technological Developments - The competition in next-generation battery technologies is increasingly clear, with solid-state batteries and sodium-ion batteries emerging as the two main development lines [3][4] - Solid-state batteries are targeting high-end applications, while sodium-ion batteries focus on cost-effectiveness and supply chain security [3] - The development of semi-solid batteries is gaining traction due to their compatibility with existing production lines and lower costs, with energy densities reaching 330-350 Wh/kg [4] - Sodium-ion batteries have achieved scale in low-speed vehicles and backup power applications, with a low-temperature capacity retention rate exceeding 85% [5] Safety Innovations - The industry is shifting from "passive protection" to "active warning" systems, emphasizing the importance of safety in sustainable development [7] - New safety technologies, such as AI-driven monitoring systems, are being developed to provide early warnings of potential thermal runaway events [7][8] - The focus on safety standards is driving the need for industry regulation and quality assurance, with companies urged to maintain high safety standards to survive in a competitive market [8] Market Dynamics - The power and energy storage markets are experiencing structural differentiation, with a notable increase in the market share of lithium iron phosphate batteries [10] - The energy storage market is transitioning from mandatory storage to market-driven operations, with commercial and residential storage becoming new growth points [10] - Global expansion is becoming essential for leading companies, with plans for new production bases to meet regional market demands [11] Value Restructuring - The industry is undergoing a significant transformation, shifting focus from scale to quality, with an emphasis on technological innovation and sustainable development [11] - Companies are encouraged to provide differentiated solutions to avoid low-margin competition, marking a transition from "barbaric growth" to "rational prosperity" in the battery new energy sector [11]

Core Insights - The UK energy storage market is experiencing significant growth, with new installations expected to reach 4.6GW/7.2GWh in 2024, representing over 70% year-on-year growth [1] - The UK government has set ambitious targets for renewable energy, aiming for 45-47GW of solar capacity and 23-27GW of battery storage by 2030, alongside a $125 billion investment in the next decade [3] Industry Developments - The UK energy transition is accelerating, with 14 Chinese companies actively entering the UK storage market [2] - The UK government’s Clean Energy 2030 Action Plan and net-zero goals are driving the growth of the energy storage sector [3] Company Highlights - **Sungrow Power** showcased its PowerStack and 5 MWh ESS PowerTitan 2.0 at the Solar & Storage Live UK 2025 event, emphasizing its modular inverter technology [5][7] - **BYD** introduced its new generation 14.5MWh storage system "Hao Han," which features a 300% capacity increase compared to conventional systems [8][10] - **EVE Energy** presented its Mr.Giant Pro and 836kWh modular cabinet Mr.Brick, highlighting a five-year zero-degradation performance [12][14] - **JA Solar** launched its JAPlanet commercial storage system with a capacity of 125kW and 261kWh, focusing on safety and efficiency [16][18] - **LONGi Green Energy** displayed its iCon 125kW/261kWh liquid-cooled storage system, designed for commercial applications [19][21] - **Sungrow** and **BYD** are among the key players in the market, with innovative products aimed at enhancing energy efficiency and safety [5][10] Product Innovations - **Sungrow's PowerStack 255CS** features a high efficiency of ≥ 98.5% and supports various configurations for commercial applications [7] - **BYD's "Hao Han"** system boasts a global highest Vcts of 52.1%, enhancing energy density and reducing management complexity [10][11] - **EVE Energy's Mr.Giant Pro** utilizes advanced battery technology to achieve significant lifecycle improvements [14] - **JA Solar's JAPlanet** integrates multiple safety features, ensuring operational reliability in commercial settings [18] - **LONGi Green Energy's iCon** system is designed for harsh environments, ensuring reliable performance [21] Market Trends - The UK energy storage market is entering a critical phase, with substantial government support and increasing participation from international companies [2][3] - The focus on long-duration storage projects is evident, with 28.7GW of long-duration storage projects passing initial reviews [3]