Group 1 - Bloomberg New Energy Finance released the Tier 1 energy storage manufacturers list for Q4 2025, with Ruipu Lanjun (00666) making the list for the eighth time, solidifying its position among the top in the global energy storage industry [1] - Ruipu Lanjun is recognized as a leading provider of energy storage solutions, emphasizing technological innovation and product reliability as key drivers for its success [5] - The company has launched several high-performance products, including the 392Ah and 588Ah battery cells, and the Powtrix® 6.25MWh energy storage system, achieving breakthroughs in energy density, safety, and lifespan [5] Group 2 - The company aims to continue focusing on research and development to build a more efficient and reliable energy storage system, contributing to global energy transition and supporting a zero-carbon future [5]

Core Insights - The new technology cycle in the renewable energy industry is emerging, with significant advancements showcased at the 2025 International Digital Energy Exhibition in Shenzhen, featuring over 2,000 companies from more than 50 countries [1][3] Group 1: Digital Energy and Urban Transformation - Shenzhen is exploring digital energy solutions to provide replicable models for energy transition in high-density cities, aiming for a trillion-level scale [1] - The city has initiated the "Super Charging City 2.0" project, with plans to exceed the number of supercharging stations compared to gas stations by December 2024 [3] - Shenzhen's virtual power plant has achieved a dispatchable capacity of 1.3 million kilowatts, representing over 5.4% of the city's peak load, the highest in the country [4] Group 2: AI Empowerment in Energy Management - AI has become a focal point, with companies like Huawei and CNOOC leveraging AI for predictive maintenance and operational efficiency, enhancing power plant management by up to 50% [1][9] - The integration of AI in energy management is reshaping operational logic, with potential for redefining the value of electricity through real-time services [10] Group 3: Energy Storage Innovations - The emergence of large battery cells is providing new pathways for long-duration energy storage, with BYD introducing a 2710Ah blade battery for a 10MWh storage system [1][12] - The demand for large-capacity battery cells is driven by the need to reduce overall system costs and improve energy density, with a significant increase in installed capacity expected in the coming years [16]