证券日报网讯新特电气8月27日在互动平台回答投资者提问时表示，公司有变频用变压器、电抗器、电 力变压器以及电控、PCS、工商业储能一体机等产品线，产品可应用于电力、高效节能、新能源（风 电、光伏、储能、核电、水电）、新基建（轨道交通、数据中心），公司持续关注雅鲁藏布江下游水电 工程建设进度及需求。 （文章来源：证券日报） ...

人民财讯8月27日电，中信证券研报称，伴随海外能源转型，新能源占比提升带动灵活性调节资源的需 求，以欧美为首的海外储能市场有望迎来需求放量。中信证券认为国产储能产业链具备明显优势，电 芯、储能系统环节全球份额持续提升。从海外储能厂商来看，多数公司对中国产业链依赖程度高，在政 策不确定下面临经营困境。中信证券认为当前时点，海外储能市场投资价值凸现，建议关注布局海外储 能产业链电芯、PCS、系统集成等环节的头部厂商。 ...

2025 年上半年，全球新增光伏装机容量达 310GW，同比增长 60%， 中国市场在 1,136 号文驱动下，并网装机容量达 212GW，同比增长 107%，占全球 69%，海外市场增速约为 170%。 2025 年上半年全球储能装机容量达 109GWh，同比增长 68%，欧洲、 中东、亚太地区储能招标量和装机量大幅提升，阳光电源储能业务收入 178 亿元，同比增长 128%。 国内风电市场在政策和经济性推动下快速增长，2025 年上半年装机容 量达 51GW，同比翻倍，新能源各赛道均保持良好增长态势，符合甚至 超出预期。 阳光电源 2025 年上半年营收 435 亿元，同比增长 40%；归母净利润 77 亿元，同比增长 56%，盈利能力提升主要得益于毛利率提升至 34.4%及品牌竞争力增强。 阳光电源逆变器融资性排名全球第一，储能系统及 PCS 融资性排名也居 首位，已形成全球营销渠道和服务网络体系，坚持本地化发展战略，海 外建设超过 20 家分支机构。 Q&A 阳光电源 20250826 摘要 2025 年上半年全球光伏行业的发展情况如何？ 2025 年上半年，全球光伏行业在低碳目标的引领下，政策驱动积 ...

陵城区150MW/300MWh智慧共享储能电站储能系统设备（交流侧）采购项目中变流升压一体机和 EMS等交流侧设备进行公开询比采购 文 | 中关村储能产业技术联盟 德州陵城区网侧 储能 系统交流侧设备采购项目 采购 招标人 ： 能建时代新能源科技有限公司 项目所在地区： 山东省德州市陵城区 项目类型 ： 货物采购 项目介绍 ： 陵城区150MW/300MWh智慧共享 储能 电站 储能 系统设备（交流侧）采购项目（询比 编号： NJSDXNY-HW-YYGLB-04-2025-002 ）；询比项目所在地区： 国内交付 。 （一）询比条件 本陵城区150MW/300MWh智慧共享储能电站储能系统设备（交流侧）采购项目 （询比项目编号： NJSDXNY-HW-YYGLB-04-2025-002），已由项目审批/核准/备案机关批准，项目资金来源为 企业自筹 ，询比人为 能建时代新能源科技有限公司。本项目已具备询比条件，现进行公开询比 。 （二）询比范围 （三）投标人资格要求 1.投标人为中华人民共和国境内合法注册的独立法人机构，具有独立承担民事责任能力； 2.投标人近3年没有处于被责令停业、财产被接管、破产状态，未被 ...

Group 1: Inflation and Economic Outlook - Goldman Sachs indicates that potential inflation in the U.S. remains relatively mild, although price pressures are expected to increase during the summer months, with July and August CPI reports being critical [1] - BlackRock notes that the U.S. CPI shows early signs of tariff-driven price increases, particularly in household appliances and entertainment products, suggesting that the full impact of tariffs has yet to materialize [1] - Bank of America reports that 38% of investors view a trade war-induced global recession as the biggest tail risk event, while 20% cite inflation hindering Fed rate cuts as the second-largest risk [3] Group 2: Investor Sentiment and Market Trends - Bank of America finds that 34% of investors believe shorting the dollar is currently the most crowded trade, marking a shift from previous preferences for gold [4] - A significant 59% of investors now believe a recession is unlikely, a notable change from 42% in April, with 65% expecting a soft landing for the economy [5] - Bank of America also reports a record increase in investor positions in euros, with a net 20% of investors overweight in euros, the highest since January 2005 [6] Group 3: Sector-Specific Insights - ING analysts expect the Eurozone economy to receive some support from a rebound in factory output, driven by preemptive stockpiling ahead of anticipated U.S. tariffs [7] - ING also warns that if France fails to implement spending cuts to reduce the budget deficit, the euro may face downward pressure [10] - Citic Securities highlights the investment value in the energy storage sector, driven by ongoing market reforms and the establishment of a capacity pricing mechanism [13]

Group 1 - The "Beautiful America Act" signed by the US President aims to significantly reduce taxes, increase defense spending, and cut social welfare and new energy subsidies, indicating a potential shift in fiscal policy [8][17][18] - The US labor market shows signs of resilience with a non-farm employment increase of 147,000 in June, surpassing expectations, but the private sector added only 74,000 jobs, highlighting underlying weaknesses [16][17][18] - In China, the "anti-involution" policy is expected to synchronize with market-driven forces, impacting industries like photovoltaic, refining, and steel, which may affect upstream raw material prices [8][10] Group 2 - The energy storage industry is experiencing a rebound after a period of decline, with demand expected to surge in emerging markets, particularly in China, the US, and Europe [11][13][14] - The global energy storage demand is projected to grow significantly, with China's cumulative installed capacity expected to reach 137.9 GW by the end of 2024, a year-on-year increase of 59.4% [13][14] - The report emphasizes the importance of core drivers for energy storage installations, including consumption, profitability, and reliability of electricity supply, with extreme weather and geopolitical events increasing backup power demand [12][14] Group 3 - The A-share market shows mixed performance, with the Shanghai Composite Index closing at 3,472 points, facing resistance at the 3,500-point level, while the Shenzhen and ChiNext indices experienced declines [27][28] - The gaming sector led the market with a 1.65% increase, while sectors like energy metals and wind power equipment saw declines, indicating sector-specific volatility [29][30] - The report highlights the importance of monitoring market liquidity and interest rates, with the 10-year Chinese government bond yield declining to 1.6433% [34]

For the quarter ended March 2025, GE HealthCare Technologies (GEHC) reported revenue of $4.78 billion, up 2.7% over the same period last year. EPS came in at $1.01, compared to $0.90 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $4.66 billion, representing a surprise of +2.57%. The company delivered an EPS surprise of +10.99%, with the consensus EPS estimate being $0.91.While investors scrutinize revenue and earnings changes year-over-year and how they compare with ...

Core Viewpoint - The company reported a decline in revenue for 2024 but achieved significant growth in net profit, indicating a structural improvement in profitability driven by the rapid expansion of its overseas solar storage business [1] Group 1: Financial Performance - In 2024, the company achieved operating revenue of 4.77 billion yuan, a year-on-year decrease of 3.2%, and a net profit attributable to shareholders of 420 million yuan, a year-on-year increase of 46.5% [1] - For Q1 2025, the company reported operating revenue of 830 million yuan, a year-on-year increase of 16.8%, and a net profit attributable to shareholders of 90 million yuan, a year-on-year increase of 71.6% [1] - The gross profit margin for 2024 was 22.9%, an increase of 3.7 percentage points year-on-year, while Q1 2025 saw a gross profit margin of 24.3%, up 0.7 percentage points year-on-year and 5.7 percentage points quarter-on-quarter [1] Group 2: Inverter Business - The company's photovoltaic inverter business generated operating revenue of 2.75 billion yuan in 2024, a year-on-year decrease of 4.5%, with a gross margin of 22.6%, up 5.1 percentage points year-on-year [2] - In 2024, the company sold 25.1 GW of photovoltaic inverters, a year-on-year increase of 7.0% [2] - The company plans to strengthen its market expansion in emerging markets along the Belt and Road Initiative and the Middle East to mitigate risks from policy fluctuations in single countries [2] Group 3: Energy Storage Business - The energy storage business achieved operating revenue of 1.93 billion yuan in 2024, a year-on-year increase of 0.1%, with a gross margin of 22.0%, up 7.1 percentage points year-on-year [3] - The company ranked second in domestic energy storage PCS shipment volume for four consecutive years, focusing on large-scale storage and overseas market expansion [3] - The prices of energy storage systems and PCS saw significant declines due to falling lithium battery raw material prices and increased industry competition, with price drops of approximately 45% and 30% for mainstream products, respectively [3] Group 4: Profit Forecast and Investment Recommendations - The company is projected to achieve operating revenues of 6.43 billion yuan, 8.83 billion yuan, and 10.35 billion yuan for 2025-2027, with year-on-year growth rates of 34.6%, 37.4%, and 17.2% respectively [4] - Net profits attributable to shareholders are expected to be 580 million yuan, 800 million yuan, and 960 million yuan for the same period, with year-on-year growth rates of 38.0%, 37.8%, and 20.7% respectively [4] - The company is expected to maintain steady growth in performance due to its dual-track layout in solar and storage, along with breakthroughs in overseas markets [4]

Investment Rating - The report maintains a "Buy" rating for the company with a target price of 41.20 RMB [8][9]. Core Insights - The company reported a significant increase in net profit for Q4, exceeding consensus expectations by 27%, primarily due to a rebound in its new energy control business [1]. - The company has a comprehensive layout in the wind-solar-storage hydrogen business, with rapid growth in its engineering transmission business and successful overseas expansion [1][4]. - The overall gross margin has steadily improved, driven by the growth in the engineering transmission segment and the recovery of the new energy sector [3][5]. Summary by Sections Financial Performance - In 2024, the company achieved a total revenue of 3.733 billion RMB, a slight decrease of 0.5% year-on-year, and a net profit of 440.58 million RMB, down 12.3% year-on-year. However, Q4 revenue reached 1.422 billion RMB, with a quarter-on-quarter increase of 25.1% and a year-on-year increase of 52.9% [1]. - The new energy control business faced challenges in 2024, with annual revenue of 2.86 billion RMB, down 4.79% year-on-year, but Q4 showed a recovery with revenue of 1.06 billion RMB, up 15% year-on-year [2]. - The engineering transmission business grew by 16.75% year-on-year, achieving revenue of 562 million RMB in 2024, contributing to an overall gross margin increase to 37.9% [3]. Business Segments - The overseas business saw remarkable growth, with revenue of 260 million RMB in 2024, up 122.74% year-on-year, and a gross margin of 54.2% [4]. - The company’s engineering transmission segment is expected to continue its rapid growth, with anticipated revenue growth exceeding the average for 2024 [3]. Profitability and Valuation - The report projects net profit for 2025 to be 642.36 million RMB, reflecting a 45.8% increase year-on-year, with an upward revision of profit forecasts for 2025-2027 [5]. - The company is assigned a PE ratio of 29 times for 2025, up from a previous estimate of 18 times, indicating a strong market position in the new energy inverter sector [5].

3月12日， 易成新能发布公告，与中州时代新能源科技有限公司签订了《储能项目框架合作协议》。 该协议旨在确立双方在河南省内绿色低碳新型储能项目的合作，具体合作事项将根据实际情况一事一议。 预计到2025年，双方共同储备合计500MWh的储能框架项目。 | -广告 | | --- | 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤储能 资讯~ 鑫椤资讯成立于2010年，主要服务于炭素、锂电、电炉钢3大行业，是中国专业产业研究和顾问公司。鑫椤资 讯以研究为中心，提供数据库、产业前瞻预测、战略咨询和媒体宣传等服务。 ——The End—— 协议内容为共同推进河南省内绿色低碳新型储能储能项目， 合作涵盖储能系统的设计、集成、安装、运 营、维护，以及储能应用场景的开发和工商业用能大户的能源管理服务。提供储能电池系统、PCS、EMS 等核心组件。双方将合作开发大型工商业用能大户资源，包括新能源储能项目、风光发电站资源开发、应 用（消纳）场景开发、客户拓展等。 本文来源： 老杨说储能 。本公众号所发表内容注明来源的，版权归原出处所有（无法查证版权的或未注明出 处的均来源于网络搜集），如有侵权 ...