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Brand Day reveals a different side of REPT BATTERO_我的网站
一 | The Brand Day showcased continued breakthroughs in technology and products, while also highlighting personal growth and long-term commitment.
REPT BATTERO held its 2026 Brand Day, themed "HEART OF A CHAMPION·MOMENT OF A DREAM" in Shanghai on August 8. Unlike a conventional corporate launch centered on new products and specifications, the event comprised two parts: "HEART OF A CHAMPION" featuring new solutions for AI data centers, heavy-duty transport and emerging mobility; and "MOMENT OF A DREAM" a concert featuring young pianist Hao Liu and his story of pursuing music through sustained commitment.
Bringing product innovation and piano music onto the same stage reflected a broader question for REPT BATTERO as it enters a new phase of development: how to build not only technologies and business performance that stand up to market scrutiny, but also the organization, culture and talent needed to support long-term growth.
A new starting point: the focus turns to enduring growth
In 2025, REPT BATTERO achieved its first full-year profit since its founding, while its residential energy storage cell shipments ranked No.1 globally (Source: SNE Research; GGII; SMM and ICC). For the first half of 2026, the company expects a revenue of approximately €1.86 billion ($2.15 billion) to €1.95 billion and a net profit of approximately €89.8 million to €109.1 million - surpassing its full-year net profit in 2025. According to SNE Research, REPT BATTERO also globally retained No.1 in residential energy storage cell shipments, while its power battery shipments entered the global top 10 in June.
Speaking at the event, REPT BATTERO President Benson Feng said the new energy industry is moving beyond a period driven primarily by capacity expansion. In an increasingly competitive market, the company will continue to prioritize long-term technology development and disciplined operations, with a sustained focus on product safety, consistent quality, reliable delivery and lifecycle services. He emphasized that building an enduring company matters more than achieving short-term speed - and that people ultimately determine whether a business can navigate industry cycles over the long run.
"Healthier, happier and wealthier" is more than a slogan
As its business enters a new phase, REPT BATTERO is pursuing a culture in which REPTers can be "healthier, happier and wealthier." The aspiration extends from physical well-being and sustainable ways of working to professional growth, recognition and the opportunity to share in the company's progress.
"Without sustainable growth for our people, there can be no sustainable growth for the company," Feng said. When REPTers have the well-being, development opportunities and recognition that reflect their contribution, an organization is better positioned to sustain creativity, cohesion, innovation and operational improvement.
Putting people at the heart of products and customer value
REPT BATTERO's people-centered approach also extends to customers and end users. During "HEART OF A CHAMPION," the company introduced solutions for AI data centers, commercial vehicles and emerging mobility applications, with a shared focus on balancing energy, efficiency, safety, weight and size around real operating needs.
For AI data centers, REPT BATTERO unveiled the Powtrix® 6.9MWh energy storage system and the Wending® 320Ah sodium-ion cell. Powered by Wending® 648Ah cells, the Powtrix® system can reduce equipment count and on-site installation hours by 28 percent and land use by 30 percent in a 1GWh project compared with a 5MWh solution. It delivers 96 percent round-trip efficiency over a four-hour cycle and more than 10,000 cycles, while liquid cooling and AI-enabled operations support stable performance and predictable lifecycle costs.
For commercial vehicles, REPT BATTERO focused on payload, range and charging downtime. Its Chenxing S350, S455 and S600 address different transport scenarios, while the Chenxing D800 Pro is 700 kg lighter than conventional solutions, uses a 10 percent shorter battery enclosure and supports 1.3 MW charging. The company estimates that the system could generate approximately €20,500 in additional operating income per vehicle over five years.
For passenger vehicles, low-altitude aircraft and embodied AI applications, the company introduced two Wending® hybrid solid-liquid batteries. The manganese-based version can support a vehicle range of up to 800 km with an 85 kWh battery pack. The ternary version delivers a cell-level energy density above 375 Wh/kg and has passed more than 100 safety validation tests across the cell, module and system levels.
Across these applications, the goal is to translate battery performance into practical value - from keeping compute infrastructure online to improving vehicle economics and extending aircraft range under strict weight constraints.
Different starting points, same drive
If "HEART OF A CHAMPION" showed how teams achieve technical breakthroughs through years of research, testing and manufacturing, "MOMENT OF A DREAM" told a parallel story of an individual pushing beyond personal boundaries through sustained practice.
REPT BATTERO invited young pianist Hao Liu to serve as the event's Dream Ambassador. Blind since childhood, Liu remained committed to music through years of study and intensive training. He graduated from the Peabody Institute of the Johns Hopkins University and will continue his studies at the New England Conservatory in Boston.
Although Liu and REPT BATTERO work in different fields, their stories share a similar trajectory. When REPT BATTERO was founded nine years ago, it was a newcomer to an established battery industry. Since then, it has built its capabilities from the ground up, achieving its first full-year profit in 2025, then retaining No.1 globally in residential energy storage cell shipments in 2026 H1 (Source: SNE Research; GGII; SMM; ICC). Liu has similarly challenged assumptions about what a blind musician can achieve. Both stories show how sustained commitment can overcome the limits of a starting point.
This shared spirit led REPT BATTERO to invite Liu as its Dream Ambassador. Representing more than just a concert following a product launch, "MOMENT OF A DREAM" expressed respect for those committed to a goal and a belief that individuals and organizations can grow over time.
More important than being No.1 is moving forward together
"HEART OF A CHAMPION" and "MOMENT OF A DREAM" both conveyed the idea that being a champion goes beyond market rankings. REPT BATTERO's No.1 global position in residential energy storage cell shipments reflects its business progress, while its products and cultural aspirations demonstrate how the company intends to grow. More important than achieving a No.1 ranking is the ability to keep moving forward together.
。 蓝鲸新闻8月26日讯（记者石雨） 2026年上半年，险资资金运用规模突破40万亿元，资金结构持续向权益资产倾斜。 记者注意到，随着上市公司半年报持续披露，险资最新持仓轮廓清晰：电气设备、硬件、机械、化工等赛道获重点加仓，举牌节奏放缓的同时，资金逐步向硬科技、新质生产力领域延伸。
二 | 值得关注的是，近日，《保险公司资产负债管理办法》（下称《办法》）正式落地，资产负债匹配指标趋严，高股息资产的配置价值进一步凸显，成为险企对冲利率下行压力、达标收益考核的重要抓手。 权益占比上行，重点布局制造、硬件、化工等板块 2026年上半年，保险行业资金运用规模突破40万亿，债券依旧维持压舱石作用。与此同时，股票占比创近四年新高，尤其是在二季度权益市场大幅上涨的背景下，保险行业权益资产规模持续提升，资金结构也进一步向股票和基金倾斜。 近期，伴随着上市公司半年报披露进入尾声，险资的最新持仓情况也逐渐明晰，据Wind金融数据终端，险资现身十大流通股东的个股中，按中上协行业分类，制造业牢牢占据首位，此外，金融业，信息传输、软件和信息技术服务业，采矿业，以及电力、热力、燃气及水生产和供应业也均获险资重点配置。 从Wind行业分类观察，电气设备、硬件设备、化工、机械板块，是险资重点持仓的赛道。
三 | 从加仓动向来看，硬件设备、机械、化工、医药生物、交通运输板块均有多只个股获险资加码，新晋上百只个股前十大流通股；同期，险资对70余只个股进行不同比例的减仓，涉及电气设备、化工、建筑、电信服务、食品饮料等多个板块。 从个股来看，增持股份数量居前的个股分别属于钢铁Ⅱ、公用事业、交通运输、有色金属板块，增持数量最高的为新华保险通过分红、传统产品账户增持包钢股份（600010.SH）；瑞众人寿以自有资金账户增持国电电力（600795.SH）；中国人寿以传统产品账户增持大秦铁路（601006.SH）。
四 | 持仓市值方面，从二季度末数据来看，除中国平安持仓平安银行（000001.SZ）外，首位是中国人寿通过普通保险产品账户持有中国联通（600050.SH），期末持仓市值为127.6亿元。截至上半年末，险资持仓市值居前的，除平安银行和保险股外，还有贵州茅台（600519.SH）、海康威视（002415.SZ）、紫金矿业（601899.SH）、江苏银行（600919.SH）。 值得一提的是，今年以来险资举牌动作有所放缓，前8个月内仅有3家险企合计完成6次举牌。根据公告时间统计，2026年截至8月15日险资6次举牌5家上市公司（含A股及H股），其中，平安人寿举牌农业银行（1288.HK）、招商银行（3968.HK）和中国人寿（2628.HK），太保寿险、富德财险分别举牌上海机场（600009.SH）和亚康股份（301085.SZ）。 招商证券分析员张彤对此分析指出，举牌次数下降预计是受去年高股息资产集中配置后新增空间收窄等影响，同时保险公司投资方向也从高息银行基建股拓展至硬科技等新质生产力领域，将更多资金倾斜至网下新股申购、IPO 战略配售等，加大布局半导体、AI、高端装备、生物医药等前沿领域。
五 | 资产负债管理新规出台，高股息配置需求凸显 近日，《保险公司资产负债管理办法》重磅出台，在明晰资产负债管理目标和管理原则的基础上，对资产负债管理的治理结构、政策和程序、监管指标和监测指标、监督管理等做出详细规范。 结合《办法》要求，业内关注的热点及预测之一，在于险资对高股息股票增配趋势有望延续。
六 | 从监管及监测指标框架来看，期限结构、成本收益及流动性的匹配要求进一步强化。其中，对成本收益的要求有明显提升，根据《办法》，人身险公司净投资收益覆盖率不可低于100%，也即过去三年的净投资收益率能够覆盖负债保证成本。
七 | 在业内看来，这是险企面临压力较大的核心指标。 保险公司净投资收益主要来自固收产品的利息收入和股票类资产的股息收入，但现实是，低利率环境下利息收入承压，股息收入成为险资平衡收益的主要抓手。 在此前提下，国联民生证券参考目前长久期存量债券利率后测算指出，固收类资产的总收益贡献率大致为2.12%，则权益类资产需要贡献0.49%的投资收益率。 情景假设下，假设预定负债成本率的范围是2.9%-3%，高股息股票的平均股息率在4.5%-5%之间，则需要增配的OCI账户股票规模预计在2.07-2.91万亿元之间。
八 | 假设长期股权投资的分红收益能计入监管考核指标计算，则需要增配的OCI账户股票和长期股权投资规模预计在0.63-1.48万亿元之间。 事实上，高股息资产正是险资在权益市场布局的重要落子。今年3月的业绩发布会上，中国人保透露，2025年公司OCI股票的投资规模较2025年初增长158%，在投资资产中的占比上升了两个百分点，持仓OCI股票的平均股息率达到4.27%，进一步增厚了股息收入对净投资收益的贡献。 中国太保多次强调其哑铃型资产配置策略，哑铃的一端，即是高股息、低波动、现金流稳定的优质蓝筹资产。公司管理层在此前采访中表态，“我们需要通过高分红回报来提高净投资收益率，支撑起投资收益的安全垫。” 中国平安副总经理兼首席财务官付欣近日在接受蓝鲸新闻专访时表示，平安继续加配OCI的资产，提前布局高股息、低波动的优质资产，在把控好资本占用的前提下，对应资产安全可控，能够夯实组合基本收益底盘，平滑长期投资收益曲线。 整体看来，险资行业最新布局趋势逐渐明晰，以高股息资产筑牢收益底仓，同时加码硬科技、高端制造等优质赛道挖掘成长机遇。
九 | 稳健与成长兼顾的配置策略之下，险资后续在权益市场的布局节奏与增量空间，值得市场持续关注。
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