2026年开年，港股IPO市场迎来一批新能源领域的领先企业。1月2日， 亿纬锂能率先扛起大旗，再次向港交所主板递交上市申请；随后， 万帮数字能 源、鹏辉能源、正泰电器等企业也纷纷公布赴港上市计划。 1月27日，A股上市公司 德业股份正式递交港股上市申请，迈出"A+H"双平台布局的关键一步。作为全球第一大户用储能逆变器提供 商，德业股份的加入 进一步扩大了储能企业在"A+H"双市场上市的阵容。 鹏辉能源于1月5日公告称，董事会已审议通过发行H股并在香港联交所主板上市的相关议案。该公司专注于储能、动力及消费电池，并根据港交所1月30 日披露，其已正式向港交所递交主板上市申请。 这一热潮延续了2025年"A+H"上市的趋势。数据显示， 2025年共有19家A股公司在香港上市，创下历史新高，融资总额达1399.93亿港元，占港股全年IPO 募资总额的一半以上。 七企赴港 2026年开年，新能源企业赴港上市呈现活跃态势。行业领军企业陆续公布赴港上市计划，持续推动"A+H"上市结构的热度。 亿纬锂能作 为全球少数全面布局消费、动力及储能电池的锂电池平台型企业之一，于1月2日再次向港交所主板递交上市申请，旨在为包括匈牙利工 ...

北极星储能网讯：2026年初，储能行业掀起了一股赴港上市的热潮，从1月华盛锂电、汇川技术、科大智能相继公告，再到2月鹏 辉能源申请提交，储能行业赴港上市的队伍不断壮大，一场"储能港股IPO潮"正式拉开序幕。 1月2日，亿纬锂能向港交所重新递交上市申请书，中信证券担任独家保荐人，此前于2025年6月30日所递交的港股招股书满6个 月，于2025年12月30日失效。根据申请书，募集资金将重点投入匈牙利30GWh动力电池项目，该项目已开工建设，预计2027年 投产。 业绩方面，亿纬锂能2025年前三季度收入达450亿元，其中储能电池收入170.69亿元，同比增长37.9%，海外收入占比23.4%。 | | | 截至12月31日止年度 | | 截至9月30日止九個月 | | | --- | --- | --- | --- | --- | --- | | | 2022年 | 2023年 | 2024年 | 2024年 | 2025年 | | | | | (人民幣千元) | | | | | | | | (未經審計) | | | 收入 | 36,303,948 | 48,783,587 | 48,614,557 | 34, ...

3/19-20日·2026虚拟电厂系列研讨会 王老师18911725159 文丨北极星储能网 北极星储能网讯：2026年初，储能行业掀起了一股赴港上市的热潮，从1月华盛锂电、汇川技术、科大智能相继公告，再到2月鹏 辉能源申请提交，储能行业赴港上市的队伍不断壮大，一场"储能港股IPO潮"正式拉开序幕。 1月2日，亿纬锂能（维权）向港交所重新递交上市申请书，中信证券担任独家保荐人，此前于2025年6月30日所递交的港股招股 书满6个月，于2025年12月30日失效。根据申请书，募集资金将重点投入匈牙利30GWh动力电池项目，该项目已开工建设，预计 2027年投产。 业绩方面，亿纬锂能2025年前三季度收入达450亿元，其中储能电池收入170.69亿元，同比增长37.9%，海外收入占比23.4%。 | | | 截至12月31日止年度 | | 截至9月30日止九個月 | | | --- | --- | --- | --- | --- | --- | | | 2022年 | 2023年 | 2024年 | 2024年 | 2025年 | | | | | (人民幣千元) | | | | | | | | (未經審計) | ...

电力设备及新能源周报 20260208 预计"十五五"全球光伏市场保持高增，首个重大电网项目获核准 glmszqdatemark 本周（20260202-20260206）板块行情 电力设备与新能源板块：本周上涨 2.20%，涨跌幅排名第 3，强于上证指数。本周锂 电池指数涨幅最大，工控自动化指数跌幅最大。锂电池指数上涨 4.47%，太阳能指数 上涨 3.43%，储能指数上涨 0.49%，风力发电指数上涨 0.31%，新能源汽车指数下跌 0.18%，核电指数下跌 0.31%，工控自动化指数下跌 1.69%。 新能源车：1 月新势力销量公布，固态电池大会召开 风险提示：政策力度不达预期、行业竞争加剧致市场价格超预期下降。 重点公司盈利预测、估值与评级 2026 年 1 月，整体车市表现略显疲软，但多数车企实现同比正增长。极氪汽车 1 月 交付 23,852 辆，同比激增 99.7%。蔚来汽车 1 月交付 27,182 辆，同比+96.1%。小 米汽车 1 月交付超 39,000 辆，同比+70.3%。此外，比亚迪依然保持市场领先地位， 1 月交付 210,051 辆。整体来看，各大主流车企交付量呈现增长态势，新 ...

Core Insights - In January 2026, Chinese companies secured 24 energy storage orders, a 26% increase from 19 orders in the same month last year, with a total capacity of 37.013 GWh, up approximately 12% from 33 GWh year-on-year [2][5]. Group 1: Order Types and Capacities - Over 70% of the orders were for batteries, with 4 orders specifically for energy storage batteries/cells totaling 27.4 GWh, accounting for 74% of the total capacity [2]. - The largest order was a collaboration between Yiwei Lithium Energy and Shanghai Shenyu Loxie Energy Technology for a 20 GWh energy storage battery, which includes 10 GWh of large batteries and 10 GWh of cells [2]. - There were 17 orders for energy storage systems totaling 5.013 GWh, involving companies like Sungrow Power Supply, Hicharge Energy, Trina Solar, and others [2]. Group 2: Geographic Distribution of Orders - Domestic orders accounted for 6 orders with a total capacity of 24.7 GWh, primarily from Yiwei Lithium Energy, Trina Solar, and others [5]. - 75% of the orders were from overseas markets, covering regions such as Europe, Africa, Australia, South America, and Southeast Asia, including countries like Egypt, Finland, and Malaysia [5]. - Notably, the overseas orders included significant projects like a 250 MW/1000 MWh energy storage project in Italy and a 1 GWh integrated green energy project in Malaysia [3]. Group 3: Company Performance and Projections - Companies like Penghui Energy reported over 10 GWh in hand orders as of October 2025, with strong overseas performance exceeding initial targets [8]. - Trina Solar indicated that its energy storage business became profitable in 2025, with a shipment target of 15 to 16 GWh for 2026, and over 12 GWh in overseas orders [8]. - Far East Holdings disclosed a total contract amount of 594 million yuan for energy storage systems in January 2026, with contracts covering both China and Europe [8].

来源：新浪基金∞工作室 2月4日，截止午间收盘，储能电池ETF广发（159305）跌0.63%，报1.883元，成交额608.00万元。储能 电池ETF广发（159305）重仓股方面，宁德时代截止午盘涨1.58%，阳光电源跌0.27%，亿纬锂能跌 1.24%，英维克跌3.55%，国轩高科跌1.82%，麦格米特跌1.40%，欣旺达跌0.73%，德业股份涨0.35%， 科达利涨0.01%，金盘科技涨2.42%。 储能电池ETF广发（159305）业绩比较基准为同期国证新能源电池指数收益率，管理人为广发基金管理 有限公司，基金经理为夏浩洋，成立（2024-09-18）以来回报为89.55%，近一个月回报为2.46%。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 ...

除了亚非拉，德业还准备去哪 1月27日，宁波德业科技股份有限公司正式向港交所递交上市申请。这家成立超25年的制造企业，正试图完成A+H双 资本市场的跨越。 根据招股书Frost & Sullivan数据，德业在2024年全球户用储能逆变器收入排名第一，并在5–20kW这一主流低压规格中 连续三年出货量位居全球首位。 在巩固逆变器业务优势的同时，德业自2021年前后开始向户用储能领域延伸，在2024年跻身户用储能第五。 受益于产品矩阵的完善，在保持逆变器业务占比50%的大头下，德业储能电池板块出货量与收入2024年分别实现 264.3%和177%的同比增长，毛利率维持在40%以上，成为公司增长最快的业务板块。 而从此次港股招股书释放的信息来看，德业赴港上市的核心诉求已不再是延续逆变器业务的单纯规模扩张，甚至不是 户用储能的加码。 招股书显示的是，德业正在积极的AI、工商业以及大型储能方向上储备弹药。 亚非拉的户用之王，真的要打出变招来了吗？ 01 新方向：AIDC+AI软件 在招股书中，德业明确提及正在推进固态变压器等更偏"电力基础设施级"的技术布局，用以满足AIDC领域对供电稳 定性、效率和安全性要求更高的场 ...

Group 1 - Company Sunlight Power (300274) is a leading domestic enterprise in photovoltaic inverters, covering the entire industry chain including energy storage systems and photovoltaic power station development [1][43] - The company has strong technical capabilities in power electronics and system integration, with products suitable for various applications including residential, commercial, and large-scale ground power stations [1][43] - In the space photovoltaic and computing power sector, Sunlight Power's technology can be adapted for space applications, providing stable power support for space computing centers [1][43][44] Group 2 - Longi Green Energy (601012) is a leading domestic photovoltaic company focusing on the research and production of monocrystalline silicon rods and wafers, with a complete vertical integration in the industry chain [2][45] - The company excels in new generation high-efficiency battery technologies such as N-type TOPCon and HJT, with significant cost control and technical advantages [2][45] - Longi's ultra-thin silicon wafer technology meets the stringent requirements for space photovoltaic components, enabling reduced weight and improved energy efficiency for space computing centers [2][45] Group 3 - Tongwei Co., Ltd. (600438) is a dual leader in photovoltaic silicon materials and battery production, with a strong focus on high-purity crystalline silicon and photovoltaic battery manufacturing [3][46] - The company has a high market share in high-purity silicon production and is well-positioned to meet the rigorous standards required for space photovoltaic components [3][46] - Tongwei's efficient battery technology can enhance power generation in space photovoltaic applications, positioning the company as a key supplier in the space photovoltaic supply chain [3][46] Group 4 - Deye Technology (605117) is a quality enterprise with core businesses in dehumidification equipment and photovoltaic energy storage systems, excelling in household and commercial energy storage solutions [4][43] - The company's energy storage technology is crucial for providing stable energy supply in space photovoltaic applications, addressing intermittent power generation issues [4][43][44] - Deye's experience in developing equipment for extreme environments positions it well to adapt products for space applications [4][43] Group 5 - Jingcheng Machinery (300316) is a leading domestic enterprise in photovoltaic crystal growth equipment, focusing on high-end equipment for photovoltaic manufacturing [5][6] - The company's technology supports the production of high-purity silicon crystals and ultra-thin silicon wafers, essential for space photovoltaic components [5][6] - As the space photovoltaic industry matures, Jingcheng is expected to provide core manufacturing equipment for the space photovoltaic supply chain [5][6] Group 6 - Maiwei Co., Ltd. (300751) is a leading enterprise in photovoltaic battery equipment, specializing in HJT and perovskite tandem battery technologies [7][41] - The company's equipment is crucial for the mass production of high-efficiency batteries that meet the stringent requirements of space photovoltaic applications [7][41] - Maiwei's technology can support the development of space-specific battery manufacturing equipment, enhancing energy system efficiency for space computing centers [7][41] Group 7 - Foster (603806) is a global leader in photovoltaic packaging materials, focusing on EVA and POE films, with a strong market presence [8][43] - The company's packaging materials are essential for ensuring the durability and performance of photovoltaic components in extreme space environments [8][43] - Foster aims to develop specialized packaging materials for space applications, enhancing the reliability of space photovoltaic systems [8][43] Group 8 - JinkoSolar (002459) is a global leader in photovoltaic modules, with a comprehensive business model covering silicon wafers, battery cells, and modules [10][43] - The company has a strong technical foundation and global production capabilities, allowing it to meet diverse application needs [10][43] - JinkoSolar's module manufacturing technology is well-suited for space applications, with the potential to become a core supplier for space photovoltaic systems [10][43] Group 9 - TCL Zhonghuan (002129) is a core enterprise in the silicon wafer sector, focusing on monocrystalline silicon materials and semiconductor materials [12][43] - The company's high-purity silicon technology is critical for space photovoltaic components, meeting the stringent requirements for purity and performance [12][43] - TCL Zhonghuan is positioned to develop space-specific silicon products, enhancing its role in the space photovoltaic supply chain [12][43] Group 10 - Aerospace Electromechanical (600151) is a leading enterprise in the integration of aerospace and photovoltaic technologies, covering the entire industry chain from component manufacturing to power station operation [19][43] - The company's aerospace power technology can be directly applied to space photovoltaic systems, providing essential energy management solutions [19][43] - With its experience in satellite systems, Aerospace Electromechanical is well-positioned to participate in the development of space computing centers [19][43]

证券代码：605117 证券简称：德业股份 公告编号：2026-012 宁波德业科技股份有限公司 与私募基金合作投资事项进展公告 为推动公司持续发展，充分利用专业机构的经验和资源，拓宽公司产业布局 和战略视野，宁波德业科技股份有限公司（以下简称"公司"）与宁波曦晨私募 基金管理有限公司、戴志勇和傅凌儿共同出资设立宁波德泰业兴创业投资合伙企 业（有限合伙）（以下简称"合伙企业"）。投资基金认缴出资总额为 11,000 万元，公司作为有限合伙人以自有资金认缴出资人民币 8,600 万元，出资占比 78.18%。具体内容详见公司 2026 年 1 月 21 日披露于上海证券交易所网站 （www.sse.com.cn）的《宁波德业科技股份有限公司与私募基金合作投资公告》 （公告编号：2026-007）。 （一）私募基金管理人/普通合伙人/执行事务合伙人 1、宁波曦晨私募基金管理有限公司基本情况 | 法人/组织全称 | 宁波曦晨私募基金管理有限公司 | | --- | --- | | 协议主体性质 | √私募基金 □其他组织或机构 | | 企业类型 | 有限责任公司 | | √ 统一社会信用代码 □ | 9133020 ...

全国范围的储能容量电价政策出台 | 执业证书编号：S0740522020001 | | --- | | Email：zengbiao@zts.com.cn | 执业证书编号：S0740522040004 Email：wupeng@zts.com.cn 分析师：赵宇鹏 执业证书编号：S0740522100005 Email：zhaoyp02@zts.com.cn 执业证书编号：S0740525020001 Email：xumc@zts.com.cn 执业证书编号：S0740526010001 Email：yangzw02@zts.com.cn 分析师：王欣悦 执业证书编号：S0740524060006 Email：wangxy23@zts.com.cn 分析师：郭琳 执业证书编号：S0740525080002 Email：guolin@zts.com.cn | 上市公司数 | 399 | | --- | --- | | 行业总市值(亿元) | 86,111.22 | | 行业流通市值(亿元) | 77,284.44 | | 评级： | 增持（维持） | | 重点公司基本状况 | | | | | | | | | ...