海博思创全球化版图加速扩 张，创新引擎赋能全球能源转型。 文/每日财报 南黎 海博思创（688411.SH）全球化进程正在加速。 近期，海博思创在EMEA（欧洲、中东、非洲）储能市场实现多点突破，接连在希腊、爱沙尼亚、立陶宛、科特迪瓦与津巴布韦五国落地新增储能项目。 深耕欧洲市场的同时，海博思创在东南亚市场同样捷报频传。今年10月，公司在菲律宾市场实现"双喜临门"：马尼拉BGC金融区办公室正式启用，随后立 即签署了185MWh大型储能系统项目。新设立的菲律宾子公司坐落于马尼拉核心商务区的证券交易大厦，目标明确——成为辐射东南亚区域的运营枢纽。 一系列国际化布局的背后，是海博思创成熟的"技术输出+本地化运营"双轮驱动模式的有效实践。公司一方面依托自主研发的先进储能技术和产品体系， 满足全球不同市场的多样化需求；另一方面通过建立海外分支机构和本地服务网络，深入理解各地政策环境、文化特点和用户习惯，实现快速响应和高效 服务。 从南欧阳光充沛的半岛到波罗的海沿岸，再到非洲广袤的土地，海博思创以定制化解决方案精准对接区域能源需求，进一步完善全球化战略布局，为当地 能源结构转型注入强劲动力。全球化战略也推动海博思创的第二 ...

Core Viewpoint - The company has made significant strides in the EMEA energy storage market, launching new projects in Greece, Estonia, Lithuania, Côte d'Ivoire, and Zimbabwe, thereby enhancing its global strategic layout and contributing to local energy transitions [1]. Group 1: Greece - The company signed a 45MWh project in Greece, marking its entry into the Southern European market with its first large-scale energy storage project [2]. - This project will participate in the Greek electricity market, generating multiple revenue streams through peak-valley arbitrage, frequency regulation services, and capacity mechanisms, thereby improving grid flexibility and reliability [2]. - The company will provide a comprehensive system solution, covering equipment supply, system integration, commissioning, and operational support [2]. Group 2: Estonia and Lithuania - The company has established energy storage projects of 7MWh, 20MWh, and 5MWh in Estonia and Lithuania, enhancing regional energy transition [4]. - These projects will meet the local grid's demand for flexible storage and regulation capabilities, improving energy utilization efficiency and supply stability [4]. - This expansion solidifies the company's presence in the European market and lays a strong foundation for further development in the energy storage sector [4]. Group 3: Côte d'Ivoire - In Côte d'Ivoire, the company deployed three factory energy storage projects, all utilizing the HyperBlock III 5MWh system [6]. - The solution addresses local challenges of unstable electricity supply and frequent outages by creating a microgrid system that integrates solar, storage, diesel generation, and grid power [6]. - The differentiated cluster configuration and string inverter design significantly reduce customer electricity costs and resolve production constraints due to unstable grid power [6]. Group 4: Zimbabwe - The company is advancing user-side energy storage projects in Zimbabwe, having deployed 15 HyperCube C&I commercial energy storage systems [8]. - The equipment has been customized to meet the unique electricity usage scenarios of African factories, enabling seamless switching in a solar-storage coupling grid mode [8]. - The system enhances the coordination and rapid switching capabilities between solar, diesel generation, grid power, and storage, helping customers reduce electricity costs while ensuring production continuity and power quality [8]. Group 5: Global Presence - The company has participated in over 300 energy storage projects globally, with a cumulative deployment scale exceeding 40GWh, covering major markets in Europe, America, Asia, and Africa [10]. - It has established localized service teams in key regions to ensure rapid response and efficient support for global customers [10]. - The company aims to leverage its leading energy storage technology and global project experience to collaborate with international partners in advancing energy structure transformation and building a clean, low-carbon, safe, and efficient new energy system [10].

Core Insights - Company has made significant breakthroughs in the EMEA energy storage market, launching projects in Greece, Estonia, Lithuania, Côte d'Ivoire, and Zimbabwe, enhancing its global strategic layout and supporting local energy transitions [1][2][3] Group 1: European Market Developments - In Greece, the company signed a partnership for a 45MWh grid-side independent energy storage project, marking its entry into the Southern European market with its first large-scale storage project [1] - The Greek project will participate in electricity market trading, leveraging peak-valley arbitrage, frequency regulation services, and capacity mechanisms to enhance grid flexibility and reliability [1] - The project will provide comprehensive solutions from DC to AC, including equipment supply, system integration, commissioning, and operational support [1] Group 2: Baltic Region Initiatives - In the Baltic market, the company has established energy storage projects of 7MWh, 20MWh, and 5MWh in Estonia and Lithuania, contributing to the region's energy transition [2] - These projects are designed to meet the flexible storage and regulation needs of the Estonian and Lithuanian grids, improving energy utilization efficiency and supply stability [2] - The initiatives further expand the company's business footprint in Europe, laying a solid foundation for future market development [2] Group 3: African Market Projects - In Côte d'Ivoire, the company deployed three factory energy storage projects using the HyperBlock III 5MWh system, addressing local electricity supply instability and frequent outages [2] - The solution integrates photovoltaic, storage, diesel generation, and grid power into a microgrid system, allowing seamless switching between grid-connected and off-grid operations [2] - In Zimbabwe, the company is advancing user-side storage projects, having deployed 15 HyperCube C&I commercial storage systems, customized for local industrial electricity needs [3] - The Zimbabwe project emphasizes the coordination and rapid switching capabilities between photovoltaic, diesel, grid power, and storage, helping clients reduce electricity costs while ensuring production continuity [3] Group 4: Global Presence and Future Plans - The company has participated in over 300 energy storage projects globally, with a cumulative deployment scale exceeding 40GWh, covering major markets across Europe, the Americas, Asia, and Africa [3] - The company has established localized service teams in key regions to ensure rapid response and efficient support for global clients [3] - Looking ahead, the company aims to leverage its leading storage technology and global project experience to collaborate with international partners in advancing energy structure transitions and building a clean, low-carbon, safe, and efficient energy system [3]

Core Viewpoint - Chinese energy storage companies are making significant strides in international markets, showcasing their technological competitiveness across various applications including photovoltaic support, grid-side, user-side, and data centers [1]. Group 1: Major Contracts and Projects - China National Nuclear Corporation signed a contract for a 900MWp photovoltaic and 1.2GWh battery storage project in Indonesia, aimed at supplying green electricity to Singapore [2]. - Haibo Si Chuang achieved breakthroughs in the EMEA region, signing a 45MWh grid-side independent storage project in Greece, marking its entry into the Southern European market [3]. - Tianhe Energy signed a contract for over 1GWh of storage products with a European customer, utilizing its new generation flexible storage battery cabin, Elementa 2 Pro [8]. - Tianhe Energy also secured a large-scale project in Chile, collaborating with Atlas Renewable Energy on a 233MW/1003MWh grid-type storage project [9]. - Nandu Power won a bid for a lithium battery equipment procurement project in the U.S. with a value of 478 million RMB, located in Texas [10]. - BYD announced a partnership with Skysense in Mexico to deploy 300MWh of storage capacity by 2026 [11]. - Ronghe Yuanshu won a bid for a 40MWh storage project in Guinea, utilizing its Enprime-Y liquid-cooled storage container [12]. - Jingkong Energy signed a strategic cooperation agreement for a 2GWh home energy storage system deployment in Australia [13]. - Zhuoyang Energy secured a 400MWh order in Europe and initiated the construction of a 6GWh storage factory in Hungary [14]. - Maitian Energy signed a strategic cooperation agreement totaling 4GWh with top renewable energy distributors in Australia [15][16]. - Qik Energy received orders exceeding 30 million RMB for a North American AIDC storage project, with plans to scale up to 100MWh by 2026 [17]. Group 2: Industry Trends and Developments - The recent developments in the energy storage sector indicate a strong trend towards international expansion and collaboration among Chinese companies, reflecting a growing global demand for energy storage solutions [1][18].

Core Insights - The company has made significant breakthroughs in the EMEA energy storage market, launching new projects in Greece, Estonia, Lithuania, Côte d'Ivoire, and Zimbabwe, enhancing its global strategic layout and supporting local energy transitions [1] Group 1: Greece - The company signed a 45MWh project in Greece, marking its entry into the Southern European market with its first large-scale energy storage project [2] - This project will participate in the Greek electricity market, enabling multiple revenue streams through peak-valley arbitrage, frequency regulation services, and capacity mechanisms, thereby improving grid flexibility and reliability [2] - The company will provide a comprehensive system solution, covering equipment supply, system integration, commissioning, and operational support [2] Group 2: Baltic States - The company has established energy storage projects of 7MWh, 20MWh, and 5MWh in Estonia and Lithuania, enhancing regional energy transition [4] - These projects will meet the demand for flexible storage and regulation capabilities in the Baltic region, improving energy utilization efficiency and supply stability [4] - This expansion solidifies the company's presence in the European market and lays a strong foundation for further development in the energy storage sector [4] Group 3: Côte d'Ivoire - In Côte d'Ivoire, the company deployed three storage projects using the HyperBlock III 5MWh system to address local electricity supply instability and frequent outages [6] - The solution integrates photovoltaic, storage, diesel generation, and grid power into a microgrid system, allowing seamless switching between grid-connected and off-grid operations [6] - This approach significantly reduces customer electricity costs and resolves production constraints caused by unstable grid power [6] Group 4: Zimbabwe - The company is advancing user-side energy storage projects in Zimbabwe, having deployed 15 HyperCube C&I commercial storage systems [8] - The equipment has been customized to meet the unique electricity usage scenarios of African factories, enabling seamless operation in a photovoltaic-storage coupling mode [8] - The system enhances the coordination and rapid switching capabilities between photovoltaic, diesel generation, grid power, and storage, helping customers reduce electricity costs while ensuring production continuity and power quality [8] Group 5: Global Presence - The company has participated in over 300 energy storage projects globally, with a cumulative deployment scale exceeding 40GWh, covering major markets in Europe, America, Asia, and Africa [10] - It has established localized service teams in key regions to ensure rapid response and efficient support for global customers [10] - The company aims to leverage its leading energy storage technology and global project experience to collaborate with international partners in advancing energy structure transformation and building a clean, low-carbon, safe, and efficient new energy system [10]