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huaxiachunenghuoxi，chunengdianxinjutoupenghuinengyuan（sz：300438）gongbuleyixiangzhongbangkuochanjihua，nizaianhuishengguangdeshichizi50yiyuan，dazao10gwhchunengdianxinjichunengxitongzhizaogongchang，tongshijiansheduligongxiangchunengyanfajidixiangmu。

haibuzhizheiyixiang。zi2024nianxiabannianqi，penghuinengyuanzaichannengkuozhangdedaolushangdabumaijin，7yueyuneimenggutouzi23yiyuan、10yuezaihenantouru10yiyuan，fenbiekaizhanxiangyingdechannengtouziguihua。

shangshusanxiangtouzi，zongjinegaoda83yiyuan。zhidezhuyideshi，genjuqicaibaoshuju，jin3nianzonglirunleiji8.53yiyuan——yejiushishuo，touzieshizonglirundejin10beile，rucidaguimodetouruyinfayejieguanzhu。genghekuang，dangqianchunengquanchanyelianchannengguosheng，penghuinengyuannishiershangbeihou，jiujingyouzhezenyangdezhanlvekaoliang？

逆势扩产，三大项目齐发

penghuinengyuandesanxiangchannengguihuageyoucezhong。

zaineimengguwulanchabu，jiangjianshenianchan10gwhchunengdianxinjixitongjichengxiangmuyunianchan1gwhdebangutaidianchixiangmu；

zhumadianshizhengyangxianzeyinglaixiaodonglifangxinglvqiaolilizidianchirichanneng3wanzhiyijidianrongshililizidianchirichanneng50wanzhixiangmudexinjiangongcheng；

erzaianhui，zongheqinitoujianxiangmulaikan，dianhuaxuechunengwuyishipenghuinengyuankuochanguihuadehexinzhanchang。

penghuinengyuanchuangliyu2001nian，zaoqizhuanzhuyuxiaofeidianchiyewu。2015nianchenggongshangshihou，minruidibuzhuodaochunengyewudejudaqianli，kaiqibujubingjiangqilieweizhongdianfazhanfangxiang，buduanjiasukuozhangbufa。zhi2019nian，mingquetichu“jujiaochuneng，zuoqiangchuneng”dezhanlveguihua。

penghuiguanlicengjijuqianzhanxingdebujuyuchixudetouru，weiqichengzhangweixingyelongtoudiandinglejianshijichu。2021niancaibaoxianshi，gongsiyingshouyujinglirunshixianshuangfengshou，fenbiedadao56.93yiyuanyu1.82yiyuan，tongbizengzhanglvgaoda56.3%yu242.9%；2022nianzaichuangjiaji，yingshouyujinglirunfenbieshixian90.67yiyuanhe6.82yiyuan，zhangfufenbiewei59.26%he244.45%。

yucitongshi，qichunengdianxinchuhuoliangzaiquanqiushichangdepaimingyewenbupansheng。infolink consultingshujubiaoming，2024nianqiansanjidu，penghuinengyuanchunengdianxinchuhuoliangweijuquanqiudibawei。

raner，penghuinengyuanzai2023niandeyejiquezaoyuzhongdacuozhe，yingshoutongbixiajiang23.54%，jingliruntongbiruijian93.14%（wei4310wanyuan）。zhizhi2024niandisanjidu，rengweibaituoyejixiahuadekunjing。

dangranzheiyikunjingyuxingyezhengtidediguxingshixixixiangguan，daguimokuochanyinfachannengyanzhongguosheng，xingyedijianeijuanjiaju，chanpinlirunkongjianbeidafujiya。

zhidezhuyideshi，dangqianxingyechannengguoshengdezhuangkuangshangweidedaohuanjie，qukucunyijiushixingyefazhandezhujidiao。

zairucibeijingxia，penghuinengyuandekuochanzhijubukebuweizhi“haodu”。

shouxian，chakanqilinianchannengliyonglv，2023nianshangbannian，penghuinengyuanchannengliyonglvshangweichizai93.40%；suizhexiabannianxinchannengdeshifang，quannianchannengliyonglvzhoujiangzhi61.54%，2024nianshangbannianjixuzoudi，channengliyonglvwei58.48%。

ciwai，jinnianyilai，penghuinengyuandexianjinqingkuangyeburongleguan。jiezhi2024niandisanjidu，gongsijingyingxianjinliuyichengxianfuzhi，gaoda4.81yiyuan（biquniantongqijianshaole217.05%）。

genjugonggao，penghuinengyuanjinqisandatouziguihuadezijinlaiyuan“zhuyaoyilaiziyouhuozichouzijin”。jinguancaiyongfenqijianshemoshi，danduanqineirengzijintouruyalibuxiao。

zaizheiyangdebeijingxia，penghuinengyuanrengjianchidaguimokuochan，sihuyouxie“bulixing”。buguo，duiyuqianzaidecaiwufengxian，penghuiyeyouqingxirenzhi，gonggaozhongyetishi“ruorongziweinengjishidaowei，xiangmujinduhuojiangyanchi；ruofuzhaiguimoguoda，caiwufeiyongbiranzengjia。”

聚焦独立储能与固态电池新赛道

penghuinengyuande“haodu”，huoshiyuanyuqiduichunengxingyegengdafazhanjiyudeyuqikanhao。

penghuinengyuanzaichannengbujufangmianzaoyi“duodiankaihua”，chuxinguihuaxiangmuzhiwai，qijinyizaiguangzhou、zhuhai、changzhou、liuzhou、foshan、quzhou、yuenandengduodijianliduogeshengchanjidi。jiezhi2024nianshangbannian，yijianchengchannengchaoguo40gwh。

ciqian，penghuinengyuanzhidingde2025nianchannengguihuashitupo100+gwh，zhijinbingweiyougongkaixinxixianshihuiyoudiaozheng。cifandaguimokuochansizaiweiyuanqiguihua“ganjindu”。

juyigongkaidexiangmuxinxi，penghuiyizaijinyibuyouhuaqixianyouyewubuju。

huaxiachunengliuyidao，penghuinengyuannizaianhuishengguangdeshijianshedexiangmuzhong，“duligongxiangchunengyanfajidi”xiangmuyouweiyinrenzhumu。ciqian，penghuinengyuandechunengyewuzhonghuyongchunengzhanbijiaogao，zai2021nianqianhou，huchuhebianxieshichunengyewushouruyiduzhanjuchunengzongshourudebanbijiangshan。

dansuizhehaiwaihuchushichangdezhujianweisuo，penghuinengyuanguoduandiaozhengzhanlve，xiangdachuhedulichunenglingyujiadatouru。

zhongguozuoweiquanqiuzuidadechunengshichang，dachujidulichunenggengjuzhudaodiwei。shujuxianshi，jiezhi2024nian9yuedi，zhongguoyijianchengtouyunxinxingchuneng5852wanqianwa、rongliang1.28yiqianwashi，jiao2023niandizengzhangyue86%。

zaishuangtanzhuanxingchixushenhuadebeijingxia，zhongguancunchunengchanyejishulianmengzai《chunengchanyeyanjiubaipishu2024》zhongyuce，zhi2030nian，xinxingchunengleijizhuangjiguimojiangda313.9gw，2024nianzhi2030nianfuhenianjunzengzhanglvwei37.1%，nianpingjunxinzengchunengzhuangjiguimowei39.9gw。

ciwai，penghuinengyuanzai2024nianjiangbangutaijigutaidianchishedingweilingyiguanjianfazhanfangxiang。xiangguanchannengbujuzaijinnianluxuzhankai。zaiqijinnian7yuegongbudekuochanxiangmuzhong，hangailenianchan1gwhdebangutaidianchixiangmu，jihuayu2025nian5yuekaigong，2026nian7yuetouchan。

8yue，penghuinengyuantuichu“diyidaigutaidianchi”，shoucizhanshilezaixinjishuluxianshangdeyanfachengguo，jinengliangmiduda280wh/kgdechanpin。

bixuchengrendeshi，gutaidianchizuoweiquanxinjishuluxian，liangchanmenjiangenggao，yegengjia“shaoqian”，yinciyeneiyouduiqipingjiawei“chaozuodayushili”。danzhubufabuqixiangxidechannengguihua，penghuiyizaixiangtouzizhezhengmingzaibangutai、gutaifangxiangshangchixutourudejuexin。

tongshi，penghuinengyuanyijinggongbulexiangduiqingxidegutaidianchiyanfaluxiantu：2020—2024nianzhuanzhuquangutaiyanjiujigongyikaifa；2025niantuijinzhongshiyanfayuxiaoguimoshengchan；2026nianjianlichanxianbingshixianpiliangshengchanyuquanmiantuiguang。

bujiuqiande11yue21ri，penghuinengyuanzaitouzizhehudongpingtaishangbiaoshi，gongsidangqiandegutaidianchijishuxizizhuyanfachengguo，yongyouwanzhengzizhuzhishichanquan；weilaizaigutaidianchiyingyongdengjutilingyu，bupaichuyuxingyetoubuqiyexieshouhezuodekenengxing。

buguo，penghuinengyuandedaguimokuochanguihuajiangruhezhubuluodi，qiquanxindetouruchanchu“xiaosuanpan”，shifouyouwanggaixiechunengxingyegeju，rengjiangzai2025nianmianlinbuxiaodetiaozhan。