加储能群/咨询合作 ，请联系行家说Cindy：15989092696（微信同号） 2025年，储能行业在变革中承压，在重构中前行。 这一年，行政分时电价进入倒计时，强制配储成为历史，峰谷价差从"名义扩大"走向"实际收窄"。旧的游戏规则正在退场，新的市场逻辑加速确立。 变局之中，真正的长期主义者反而愈发笃定。 展望2026丙午马年，储能行业将迎来从"规模化建设"到"高质量发展"的关键一跃。电力现货市场全面铺开，虚拟电厂从概念走向实操，构网型技术成为电网 刚性需求，AI从工具升维为生产力。那些在技术研发上持续重仓、在运营能力上埋头筑墙、在全球合规上率先落子的企业，将在新一轮竞跑中拉开身位。 值此新春佳节之际，18家储能企业代表齐聚行家说储能，为大家送上诚挚祝福。愿在新的一年里，如骏马驰骋，于储能旷野一往无前，跑出属于自己的价值 曲线。 谨此，恭贺新禧，策马扬鞭。 企业人物代表 ▋ 阳光电源副董事长顾亦磊 ■ 光储融合、场景深耕将成核心主线 值此新春佳节,我谨代表公司祝大家万事胜意、马到成功! 未来，我们这个时代是充满挑战的，每个人都在三股漩涡里寻找生存的机会和发展的机会。 第一： AI的技术革命。不拥抱就下岗，人 ...

作为全球储能领域极具规模与影响力的年度标杆盛会，第十四届储能国际峰会暨展览会ESIE2026以"场 景创新，价值重构，全球共赢"为主题，将于2026年3月31日-4月3日在北京·首都国际会展中心重磅启 幕。本届储能展启用16万平米超大规模展览面积，汇聚全球800+头部参展企业、20万+人次专业观众、 400+权威演讲嘉宾，打造"展览展示+主题论坛+产业生态对接"全维度储能产业交流平台，同期还将举 办8大前沿技术论坛、数十场垂直产业生态对接交流活动及150余项储能新品全球首发活动，成为2026年 开年全球储能领域的重点行业盛会。如今，这场备受行业关注的重磅储能展迎来关键节点：A1楚能 馆、A2宁德时代馆、B1中国中车馆、B2阳光电源馆四大展馆所有展位已全部售罄，储能产业头部企业 抢滩布局，行业参展热情空前高涨。 2026储能展ESIE2026展馆布局图四大龙头冠名展馆悉数售罄 本届储能展得到储能产业八大龙头企业的重磅冠名支持，中车株洲所、阳光电源、双登股份、远景、楚 能新能源、宁德时代、国轩高科、瑞浦兰钧携手亮相，各冠名企业将携旗下核心储能技术、前沿产品与 解决方案进驻专属展馆，成为ESIE2026储能展的核心 ...

Group 1 - The energy storage battery sector is experiencing a rise, with the E Fund Energy Storage Battery ETF (159566) increasing by 2.15% [1] - Recently, China Huadian's 12GWh energy storage system bidding average price reached 0.55 yuan/Wh, indicating a significant increase and reflecting a tight supply-demand situation [1] - The issuance of the notice on improving the generation-side capacity price mechanism provides substantial compensation for energy storage capacity, enhancing revenue for storage projects and alleviating market concerns about the continuity of local government policies [1] Group 2 - The E Fund Energy Storage Battery ETF (159566) focuses on the energy storage industry chain and includes major companies such as CATL, Sungrow, EVE Energy, and Inovance [2] - As of February 11, 2026, the E Fund Energy Storage Battery ETF (159566) has seen a net inflow of 615 million yuan over the past 20 days, with a total size of 4.658 billion yuan, making it the largest ETF product tracking this index [2]

2月12日，A股市场震荡，电新板块冲高，截至13:42，电池ETF汇添富（159796）涨超1.5%，成交额大幅放量，盘中已超2.6亿元，资金持续涌入电池板块， 电池ETF汇添富（159796）盘中获3300万元净申购！ | 序号 | 代码 | 名称 | 申万一级行业 | 涨跌幅 | 估算权重 ▼ | | --- | --- | --- | --- | --- | --- | | 1 | 002050 | 三花智控 | 家用电器 | 0.94% | 8.22% | | 2 | 300274 | 阳光电源 | 电力设备 | 2.83% | 7.99% | | 3 | 300750 | 宁德时代 | 电力设备 | 1.96% | 7.73% | | 4 | 300014 | 亿纬锂能 | 电力设备 | 1.76% | 5.36% | | ਟ | 002709 | 天赐材料 | 电力设备 | 0.63% | 4.36% | | 6 | 300450 | 先导智能 | 电力设备 | -0.23% | 4.07% | | 7 | 002340 | 格林美 | 电力设备 | 1.16% | 3.39% | | 8 | 0 ...

Group 1 - The core viewpoint of the article highlights the performance of the HuShen 300 Growth ETF managed by Huaxia Fund Management, which has seen a return of 31.56% since its inception on September 5, 2023 [1] - As of the midday close on February 12, the HuShen 300 Growth ETF (159523) increased by 0.76%, reaching a price of 1.324 yuan with a trading volume of 4.6693 million yuan [1] - The top holdings of the ETF include companies such as CATL, which rose by 2.57%, and Gree Moutai, which fell by 1.42%, indicating mixed performance among its key stocks [1] Group 2 - The ETF's performance benchmark is the CSI Select 300 Growth Innovation Strategy Index, which reflects its investment strategy [1] - The fund manager is Zhao Zongting, indicating a specific leadership in the management of the ETF [1] - The ETF has shown a monthly return of 1.97%, suggesting a stable short-term performance [1]

储能电池板块上涨，储能电池ETF易方达、储能电池ETF广发涨超3%。 | 序号 | 代码 | 名称 | 涨跌幅 ▼ | 年初至今 | 估算规模 | | --- | --- | --- | --- | --- | --- | | | 159305 | 储能电池ETF广发 | 3.33% | 5.67% | 2.51亿 | | 2 | 159566 | 储能电池ETF易方达 | 3.09% | 5.30% | 46.58亿 | 储能电池ETF易方达、储能电池ETF广发聚焦储能产业链，是全市场对储能覆盖最全面、最有针对性的指数，成份股包含宁德时代（全球电池龙头）、 阳光电源（储能逆变器全球龙头）、亿纬锂能（储能电芯龙头）和英维克（液冷储能柜龙头）。 消息面上，近日华电12GWh储能系统开标，平均报价达到0.55元/Wh，较此前明显上涨，反映出当前供需偏紧的高景气状态。 2月9日，国家电投7GWh储能电芯设备集采中标候选人公示，投标单价区间约为0.325-0.355元/Wh，下游需求表现强劲，电芯集采报价修复。储能容量 电价政策可以给予储能电站更加稳定的收益预期，情景限定下，储能电站2/10/20年容量电价保证下，项 ...

阳光电源所属申万行业为：电力设备-光伏设备-逆变器。所属概念板块包括：太阳能概念、大盘股、茅 指数、自主可控等。 截至9月30日，阳光电源股东户数23.55万，较上期增加31.08%；人均流通股6748股，较上期减少 23.71%。2025年1月-9月，阳光电源实现营业收入664.02亿元，同比增长32.95%；归母净利润118.81亿 元，同比增长56.34%。 2月12日，阳光电源盘中上涨2.05%，截至11:08，报155.32元/股，成交33.87亿元，换手率1.39%，总市 值3220.11亿元。 资金流向方面，主力资金净流入1.81亿元，特大单买入6.74亿元，占比19.91%，卖出5.91亿元，占比 17.46%；大单买入10.11亿元，占比29.86%，卖出9.13亿元，占比26.97%。 阳光电源今年以来股价跌9.19%，近5个交易日涨6.38%，近20日跌6.13%，近60日跌11.26%。 资料显示，阳光电源股份有限公司位于安徽省合肥市高新区习友路1699号,香港湾仔皇后大道东248号大 新金融中心40楼，成立日期2007年7月11日，上市日期2011年11月2日，公司主营业务涉及太阳能 ...

Group 1: Photovoltaic Industry - The photovoltaic industry is experiencing a clear upward trend due to supply-side clearing and demand-side support, with expectations of profitability recovery in 2026 as inefficient companies exit the market and leading firms enhance efficiency through technological upgrades [1][14] - In 2025, China's photovoltaic industry saw a significant increase in installed capacity, reaching 315.07 GW, with a year-on-year growth rate of 13.67%, despite a slowdown in the second half of the year [14][16] - The introduction of policies aimed at preventing "involution" in the industry has led to a recovery in prices, with polysilicon prices rising over 50% from June to November 2025, indicating a shift towards a more rational pricing environment [22][29] Group 2: Wind Power Industry - The wind power industry is expected to benefit from a favorable supply-demand structure, with significant growth anticipated in offshore wind projects and exports, particularly in 2025 [1][3] - The domestic wind power market is projected to continue its growth trajectory, with offshore wind becoming a key focus area, supported by increasing demand for domestic and international markets [1][3] - Investment recommendations include focusing on leading manufacturers in the wind turbine sector and companies involved in high-barrier components such as submarine cables, which are expected to see increased demand [3][3] Group 3: New Energy Vehicles - The new energy vehicle sector in China is projected to achieve sales of 16.49 million units in 2025, reflecting a year-on-year growth of 28.2%, driven by stable market demand and improved product structures [2][3] - The industry is witnessing a recovery in profitability as supply-side chaos is effectively managed, with significant price increases in key materials like lithium hexafluorophosphate and vinyl carbonate [2][3] - The transition to a high-quality development phase is expected in 2026, supported by technological innovations and enhanced supply chain capabilities [2][3] Group 4: Lithium Battery Industry - The lithium battery industry is experiencing a recovery in profitability as inefficient production capacity is eliminated, with key materials seeing price increases and demand from new energy vehicles and energy storage continuing to rise [8][8] - Recommendations include focusing on leading companies in the battery and structural components sectors, which are expected to benefit from the industry's recovery [8][8] - The commercialization of solid-state batteries is accelerating, with several companies making significant progress in this area [8][8]

Core Viewpoint - The core reason for the electricity shortage in the U.S. is the continuous increase in capital expenditure expectations for data centers, leading to a significant upward revision of peak load growth forecasts for summer from 64GW in 2024 to 166GW in 2025 by GridStrategies [2] Group 1: Electricity Shortage Causes - The mismatch between capital expenditure expectations for data centers and actual demand, as well as the mismatch between actual demand and infrastructure capacity, creates uncertainty in the actual deployment pace of data centers [2] - The projected capacity of data center reserve projects in the U.S. has reached 245GW as of mid-October 2025, which will lead to increased peak load as data centers continue to operate [3] Group 2: Future Power Supply and Load Gap - The future new power installations in the U.S. will primarily be gas-fired, with the EIA estimating an addition of 7GW of gas power installations in 2026-2030 under current project plans, while other stable power sources will see no new additions [3] - Different scenarios for the pace of data center construction indicate varying load gaps by 2030, ranging from 2GW to 157GW, depending on whether regulatory power sources are considered [4] Group 3: Regional Load Growth Characteristics - The growth in peak load will be concentrated in areas with dense data center construction, particularly in ERCOT and PJM regions, driven by data center demand [5] - In PJM, the summer peak load is expected to rise from 156GW in 2026 to 222GW in 2036, with a significant drop in power reserve margins leading to a surge in capacity prices [6] - ERCOT's summer peak load is projected to grow from 87GW in 2025 to 138GW in 2030, with a focus on enhancing power system reliability through the construction of storage and gas-fired power sources [7] Group 4: Investment Opportunities - In the context of high market demand for gas turbines, there are bottlenecks in production capacity among leading overseas gas turbine companies, suggesting a favorable outlook for Chinese companies like Dongfang Electric and Shanghai Electric [8] - The increasing demand for U.S. power grid infrastructure presents opportunities in the transformer segment, with companies like Jinpan Technology and Siyi Electric being highlighted [8] - The short-term effectiveness of storage solutions in enhancing power system reliability points to investment potential in companies like Sungrow Power and Canadian Solar [8]

Core Viewpoint - The data indicates significant outflows of main funds from various stocks, particularly in the communication equipment and cultural media sectors, highlighting potential investment risks in these areas [1][2][3] Group 1: Stock Performance and Fund Flow - The stock with the highest outflow is Xinyiseng, with a fund outflow of 30.50 billion yuan and a decline of 5.46% [2] - Zhongji Xuchuang follows closely with a fund outflow of 29.64 billion yuan and a decrease of 4.28% [2] - Other notable stocks with significant outflows include BlueFocus with 12.91 billion yuan and a drop of 3.57%, and Jiecheng Co. with 12.13 billion yuan but an increase of 4.73% [2] - Cultural media stocks such as Chinese Online and Guanghua Media also experienced outflows of 10.27 billion yuan (down 6%) and 9.38 billion yuan (up 5.09%), respectively [2][3] Group 2: Sector Analysis - The communication equipment sector is heavily impacted, with both Xinyiseng and Zhongji Xuchuang showing substantial fund outflows [2] - The cultural media sector also shows mixed performance, with some stocks like Guanghua Media gaining while others like Chinese Online are declining [2][3] - The home appliance industry, represented by Sanhua Zhikong and Zhao Chi Co., shows minor outflows of 8.30 billion yuan and 7.45 billion yuan, respectively, with slight declines in stock prices [2][3]