而公司近日披露的中期业绩报告，正是市场火热的有力注脚：财报显示，2025年上半年，公司实现营收 16.37亿元，同比增长43.32%，创下半年度历史新高；归母净利润1.23亿元，同比增长68.31%；基本每 股收益为0.71元，同比增长69.05%。 进一步拆解业绩增长来源，主要体现在三方面：其一，战略聚焦消费级全场景光储、全球M2C直销体 系加速海外扩张；其二，坚持高强度研发投入，夯实长期技术护城河；其三，深耕精细化运营，降本增 效优化成本结构。 上述因素既奠定了公司坚实的基本面，也构成了华宝新能长期受资本青睐的核心逻辑。 1.聚焦消费级全场景光储，海外业务全线高速增长 不同于多数深耕B端工商业储能的光伏企业，华宝新能聚焦C端消费级光储绿色能源市场，围绕便携储 能、家庭储能与家庭光伏，提供覆盖家庭备电、自发自用、户外休闲等多元场景的全方位绿色解决方 案。依托自研品牌 Jackery电小二、Solar Generator，公司已在全球消费级光储领域建立领先地位。截至 报告期末，公司业务已覆盖50多个国家和地区，产品累计销量近600万台。 近年来，全球绿色能源需求不断释放，带动便携储能与家庭储能市场快速扩容。大 ...

1. 聚焦消费级全场景光储，海外业务全线高速增长 不同于多数深耕B端工商业储能的光伏企业，华宝新能聚焦C端消费级光储绿色能源市场，围绕便携储 能、家庭储能与家庭光伏，提供覆盖家庭备电、自发自用、户外休闲等多元场景的全方位绿色解决方 案。依托自研品牌 Jackery电小二、Solar Generator，公司已在全球消费级光储领域建立领先地位。截至 报告期末，公司业务已覆盖50多个国家和地区，产品累计销量近600万台。 这一差异化战略布局优势也在财务端得到印证：2025年上半年，公司Solar Generator 光充户外电源品类 收入同比增长逾60%，收入占比超50%，成为公司业务增长的核心支柱；在7月亚马逊 "Prime Day" 大促 中，Jackery品牌夺得美国户外电源品类市占率第一，销量同比飙升173%，欧洲市场亦实现销量同比大 增150%。多品类、多市场突破为全年业绩释放积蓄了强劲动能。 近年来，全球绿色能源需求不断释放，带动便携储能与家庭储能市场快速扩容。大数跨境预计，全球便 携储能电源市场规模将由2025年的46.9亿美元增至2034年的约66.1亿美元，复合年均增长率为3.9%；全 球家庭储 ...

Core Viewpoint - The article discusses various companies' strategic moves and market expansions, particularly focusing on their international ventures and collaborations in the Middle East and Europe. Group 1: Company Developments - Nayuki Tea has reportedly changed its logo and name, possibly in relation to its expansion into the European and American markets [7] - Dingdong Maicai has entered the Hong Kong market through a strategic partnership with DFI Retail Group, aiming for a sales target of 100 million HKD in the first year [8] - CATL is seeking a loan of approximately 1 billion USD to expand its operations in Indonesia [11] - WeRide and Uber are expanding their strategic partnership to deploy autonomous Robotaxi services in 15 new international cities [10] - XTransfer has obtained an electronic money institution license from the Dutch central bank, enabling it to provide local accounts and cross-border settlement services to small trade enterprises in the Netherlands [17] Group 2: Market Trends - The European market is becoming a new battleground for cross-border e-commerce platforms, with SHEIN and Temu significantly increasing their advertising spending in France and the UK [9] - The global retail e-commerce market in Europe reached a size of 631.9 billion USD in 2023, indicating substantial growth potential [9] - The automotive trade in China saw a total import and export value of 23.82 billion USD in March, with a month-on-month increase of 32.1% [19] Group 3: Financial and Investment Activities - Uber has committed to an additional 100 million USD investment in WeRide, marking its largest investment in the autonomous driving sector to date [21] - The Chinese government has introduced financial policies to support foreign trade enterprises, which are seen as a timely boost for businesses affected by tariffs [18] - Huabao New Energy launched a new family green power system at the Intersolar Europe 2025 event, showcasing advancements in renewable energy solutions [15]

Group 1: Company Developments - Nayuki Tea is reportedly changing its logo and name, possibly related to its expansion into the European and American markets [3] - Dingdong Maicai has entered the Hong Kong market through a strategic partnership with DFI Retail Group, aiming for a sales target of 100 million HKD in the first year [3] - WeRide and Uber are expanding their strategic cooperation to deploy autonomous Robotaxi services in 15 new international cities over the next five years [6] - Ant Group plans to separately list its overseas unit Ant International in Hong Kong, with no current policy obstacles reported [6] - CATL is seeking a loan of approximately 1 billion USD for its business expansion in Indonesia [7] Group 2: Industry Trends - The European market is becoming a new battleground for cross-border e-commerce platforms, with SHEIN and Temu increasing their advertising spending significantly [4] - The global retail e-commerce market in Europe reached 631.9 billion USD in 2023, indicating substantial growth potential [4] - The Chinese B2B foreign trade financial platform XTransfer has obtained an electronic money institution license from the Netherlands, enabling it to provide local accounts and cross-border settlement services [12] - China's goods trade import and export value for the first four months of the year was 14.14 trillion CNY, showing a year-on-year growth of 2.4% [13] - The automotive goods import and export total for March was 23.82 billion USD, with a month-on-month increase of 32.1% [14]