港股异动 | 中集集团(02039)午后飙升逾7% 储能集装箱受市场关注 公司具有较强的成本竞争力

智通财经
Nov 14, 2025

智通财经APP获悉,中集集团(02039)午后飙升逾7%,截至发稿,涨6.19%,报7.72港元,成交额1.7亿港元。

消息面上,海博思创宁德时代达成十年战略合作,2026-2028年采购电量不低于200GWh。据悉,海博思创将储能集装箱与系统集成业务结合,提供“集装箱 + 储能系统”一体化解决方案。储能集装箱已成为发电侧、电网侧储能项目的主流形式。

公开资料显示,中集集团凭借集装箱制造的规模效应和技术优势,在储能集装箱领域具有较强的成本竞争力。中集集团近期也表示,公司不断构建储能产业链集成能力,产品覆盖发电侧、电网侧及工商业储能系统,并与海外大型风力发电运营商建立稳固合作。

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