大话西游之月光宝盒

老外唱衰中国内存前途 一看他头像就懂了：毫不意外_我的网站

A |     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.

    REPT BATTERO’s 2026 Brand Day.
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.
    REPT BATTERO President Benson Feng delivers his address at the company’s 2026 Brand Day.
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.
    Hao Liu performs Croatian Rhapsody with the ensemble.
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.
    Hao Liu performs La Campanella.
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.
。    8月25日消息，内存行业如今主要垄断在三星、海力士及美光三巨头手中，唯一可能打破这个局面的只有中国的长鑫科技，Q1市场份额做到了第四。    长鑫相比三巨头的劣势有不少，产能提升尤其要面临美国欧洲日本等国家的禁运政策限制，但背靠国产设备也在快速增加产能，三星等公司不可能不担忧长鑫的产能扩张。    逛X的时候发现了一个自称为AI行业分析师的网友发帖，援引了高盛的一篇报告对中国内存公司表示了不看好的观点，说CXMT的产能已经达到了硬性上限，预计今年的产能也只能达到去年底大约24万片/月的规模。     内文比较长，感兴趣的可以看看，他也认为美国封锁半导体设备的政策是有效的，尤其是用于10nm以下的EUV工艺的禁令限制了CXMT增产的能力。

B |          看高盛的研究数据，里面也没有说中国内存公司产能就没法增长的结果，反而是2024到2028年产能还在提升，2028年预估产能差不多是24年的4-5倍，比2025年也要翻倍还多，CAGR复合增长速度是还是显著高于三星等公司的。     这哥们对中国内存行业的看衰不知道哪里来，不过看了他的头像就明白了，这显然是南亚次大陆某个国家出来的高材生，能随便从一个报告中解读出中国内存行业不行的角度也不让人意外了。

C |     不过公平地说，他做出负面的解读也不一定是国籍因素，这哥们说是个AI行业研究分析师，但明显是个炒股的，任职的单位更是炒币为主，他今年6月份才加入X网站，但已经发了1400多条帖子，非常高产。    只不过他发的贴子除了各种噱头之外，主要就是推介他们在炒股炒币上多成功，几乎每个两三条帖子就发一次他们提前发现了某个股票大涨的宣传。

D |          另外这哥们虽然动不动就是看衰中国某个领域的发展，但他显然还是很关注国内产业发展的，发的贴子中不少素材明显是来自国内的研究，这倒是也非常符合那个大陆地区的人的刻板印象。

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Published on:19:20:22