股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 江蘇正力新能電池技術股份有限公司 呈交日期: 2025年8月5日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 03677 | 說明 | H股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 1,439,372,739 | RMB | | 1 | RMB | | 1,439,372,739 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 1,439,372,739 | RMB | | 1 | RMB | | 1,439,372,739 | ...

2025年7月31日，正力新能（HK03677）发布2025年半年度正面盈利预告。报告显示，公司预计上半年 实现净利润为人民币1.98亿元到2.43亿元，而2024年上半年亏损1.30亿元。本报告期与上年同期相比， 净利润将增加人民币3.28亿元到3.73亿元，收入和毛利率亦持续优化。 公告指出，正力新能本报告期业绩改善的首要原因是多款定点车型已进入量产阶段，动力电池出货量同 比大幅提升，推动整体销售收入增长。根据相关信息显示，2025年上半年，正力新能配套的上汽通用 GL8 PHEV、零跑B系列C系列、广汽丰田铂智3X等核心车型表现亮眼。其中GL8 PHEV延续热销势头， 已跃升为GL8家族中销量占比最高的车型，成为中大型插混MPV市场的重要代表；零跑搭载800V高压 平台的主力车型，如C10、C11、C16和B10等均赢得了市场的良好认可，在全国同系列车型中持续畅 销，排名领先；广汽丰田首款高阶辅助驾驶SUV铂智3X上市后迅速成为合资品牌市场的畅销车型，这 些都为电池供应商正力新能的出货量贡献了稳定增量。此外，正力新能也在上半年成功获取了大众汽车 CSP增程车型的独家定点，是大众在国内最大的增程汽车平台化 ...

Core Viewpoint - Zhengli New Energy (3677.HK) has released a positive profit forecast for the first half of 2025, expecting a net profit of RMB 198 million to RMB 243 million, a significant recovery from a loss of RMB 130 million in the same period of 2024 [1] Financial Performance - The company anticipates an increase in net profit by RMB 328 million to RMB 373 million compared to the same period last year [1] - Revenue and gross margin are continuously improving [1] Production and Sales - The primary reason for the performance improvement is the mass production of several designated models, leading to a substantial increase in power battery shipments [1] - Key models contributing to sales growth include SAIC-GM GL8 PHEV, Leap Motor B and C series, and GAC Toyota Platinum 3X [1] Industry Recognition - Zhengli New Energy has received recognition from major automotive manufacturers, winning awards such as "Best Supplier of the Year" from SAIC-GM, "Top Ten Suppliers" from GAC Group, and "Leap Value Award" from Leap Motor [1] - This recognition reflects the high regard for the company's delivery capability, product quality, and overall strength within the industry [1]

董事会认为本报告期业绩较去年同期实现扭亏为盈的主要原因是：(i)随着公司业务拓展，多款定点车型 量产，动力电池出货量同比大幅增加，推动公司销售收入增长;(ii)公司持续推进提质增效改善活动，报 告期毛利率较去年同期有较大的提升;(iii)本报告期期间费用率较去年同期有较大的下降。 正力新能(03677)发布公告，预计截至2025年6月30日止六个月取得净利润为介于约人民币1.98亿元到 2.43亿元。去年同期，集团净亏损约为人民币1.30亿元。本报告期与上年同期相比，净利润将增加约人 民币3.28亿元到3.73亿元。 ...

本报告期与上年同期相比，净利润将增加约人民币3.28亿元到3.73亿元。董事会认为本报告期业绩较去 年同期实现扭亏为盈的主要原因是：(i)随着公司业务拓展，多款定点车型量产，动力电池出货量同比大 幅增加，推动公司销售收入增长；(ii)公司持续推进提质增效改善活动，报告期毛利率较去年同期有较 大的提升；(iii)本报告期期间费用率较去年同期有较大的下降。 格隆汇7月31日丨正力新能(03677.HK)发布公告，公司预计截至2025年6月30日止六个月录得净利润为介 于约人民币1.98亿元到2.43亿元。去年同期，集团净亏损约为人民币1.30亿元。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示概不會就本公告全部或任何部分內容而產生或因倚賴 該等內容而引致的任何損失承擔任何責任。 Jiangsu Zenergy Battery Technologies Group Co., Ltd. 江蘇正力新能電池技術股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：3677） 內幕消息 正面盈利預告 本公告乃由江蘇正力新能電池技術股份有限公司（「本公司」，連同其附屬公司， 「本集團」）根據《香港聯合交易所有限公司證券上市規則》第13.09(2)(a)條及《證券 及期貨條例》（香港法例第571章）第XIVA部下的內幕消息條文而作出。 (i) 隨着本公司業務拓展，多款定點車型量產，動力電池出貨量同比大幅增加， 推動公司銷售收入增長； (ii) 公司持續推進提質增效改善活動，報告期毛利率較去年同期有較大的提升； (iii) 本報告期期間費用率較去年同期有較大的下降。 於本公告日期，本公司仍在落實本集團截至2025年6月30日止六個月的中期業 績。本公告所載資料僅由本公司管理層根據 ...

Core Insights - In April 2025, a total of 24 Chinese companies successfully completed IPOs across A-shares, Hong Kong, and US markets, raising a total of 14.6 billion yuan, with a significant increase in the number of IPOs compared to the previous year [6][10][30]. Group 1: IPO Market Overview - The number of IPOs in April 2025 increased by 50% year-on-year, while the total fundraising amount rose by 152% compared to the same month last year [10][11]. - The top five companies by fundraising amount were Tianyouwei, Bawang Chaji, Ying'en Biotechnology, Zhengli New Energy, and Taihong Wanli [8][10]. - The A-share market returned to a normal state, while the Hong Kong A+H track remained active, and the number of Chinese companies going public in the US reached a one-year high [11][30]. Group 2: Market Breakdown - In April 2025, the A-share market saw 10 companies go public, with a total fundraising of 8.3 billion yuan, while the Hong Kong market had 2 IPOs raising 2.5 billion yuan [22][27]. - The US market had 12 Chinese companies listed, raising a total of 3.8 billion yuan, marking a significant increase in both the number of IPOs and the amount raised compared to the previous year [30]. Group 3: Performance Metrics - The first-day drop rate for IPOs was 16.67%, with 4 out of 24 companies experiencing a decline on their debut [16]. - The highest first-day gain was recorded by Huatuo Securities, which surged by 396.25%, while Tianci International faced the largest drop at 35% [17][18]. Group 4: Industry and Regional Analysis - The automotive and transportation sector led in fundraising, totaling 4.973 billion yuan, accounting for 34.06% of the total [54][59]. - Jiangsu province topped the fundraising chart with 3.982 billion yuan, followed by Heilongjiang and Beijing [62][67]. Group 5: VC/PE Exit Analysis - In April 2025, 12 companies with VC/PE backing went public, achieving a total exit return of 27.9 billion yuan, with an average return multiple of 9.11 times [37][43]. - The consumer sector had the highest exit return, with Bawang Chaji generating a return of 10.516 billion yuan and a multiple of 80.03 times [41][37].

宁德时代成立两家新公司 4月15日，昆山润时新能源有限公司正式成立，法定代表人范一贞，注册资本246万元人民币。 昆山润时所属行业为电力、热力生产和供应业。股东信息显示，昆山润时由时代绿色能源有限公司100%持股，后者为宁德时代的全资子公 司。 4月11日，时代电服（上海）科技有限公司正式成立，法定代表人王烽，注册资本1亿元人民币。上海电服所属行业为科技推广和应 用服务 业。股东信息显示，上海电服由时代电服科技有限公司100%持股，后者为宁德时代的全资子公司。 宁德时代一季报营收利润双增 摘要显示，本申请属于电池技术领域， 具体公开了一种锌离子电池负极集流体及其制备方法、锌离子电池负极片、锌离子电池和用电装置。该 锌离子电池负极集流体包括：导电基体；金属沉积层，位于所述导电基体的至少一侧表面上，包括金属沉积材料，所述金属沉积材料包括金属 氟化物和金属硫化物中的至少一种，所述金属沉积材料中的金属包括铟、铋、锡、铜、镍中的至少一种。由此， 采用该锌离子电池负极集流体 的锌离子电池具有较高的循环稳定性和利用率。 4月15日，宁德时代披露2025年第一季度业绩报告。财报显示，报告期内，宁德时代实现营收847.05亿元 ...

Core Insights - The article provides an overview of the latest trends in investment and financing activities in the domestic market, highlighting key sectors and significant funding events. Group 1: Investment Overview - This week, 54 financing events were disclosed in the domestic primary market, a decrease of 9 events compared to the previous week. The total disclosed financing amount reached 3.919 billion RMB, with an average financing amount of 145 million RMB [5]. - The most active sectors in terms of financing events were healthcare, intelligent manufacturing, and artificial intelligence, with 12, 10, and 7 events respectively [7]. Group 2: Sector Highlights - In terms of disclosed financing amounts, the automotive sector led with a total financing scale of approximately 1.936 billion RMB. Notably, "Jiushi Intelligent," a developer of L4 autonomous driving products, secured nearly 300 million USD in Series B financing [7]. - The healthcare sector followed with a disclosed financing total of 830 million RMB, where "Nolingen Bio," a developer of nitric oxide treatment and detection devices, received several hundred million RMB in Series C financing [8]. Group 3: Regional Distribution - The majority of disclosed financing events were concentrated in Jiangsu, Guangdong, and Shanghai, with 17, 9, and 8 events respectively [11]. Group 4: Stage Distribution - The distribution of disclosed financing events by stage showed that early-stage companies accounted for 43 events, while growth-stage companies had 10 events, and late-stage companies had 1 event [13]. Group 5: Major Financing Events - Significant financing events included Jiushi Intelligent and Nolingen Bio, with notable investors such as Dinghui Baifu, Blue Lake Capital, and others participating in these rounds [16][18]. Group 6: IPO Activity - Six companies were monitored for IPO activities this week, with the highest market capitalization being "Bawang Tea Ji," valued at 5.954 billion USD. Most of these companies had previously received VC/PE or CVC investments [25][26]. Group 7: M&A Activity - There were 9 disclosed completed M&A events this week, a decrease of 4 compared to the previous week. Notable transactions included Hengjian Holdings acquiring a 5% stake in "Funeng Technology" for 971.5 million RMB [29][31].

经济观察报记者濮振宇 4月14日，香港交易所的铜锣声为江苏正力新能电池技术股份有限公司(下称"正力新能")(03677.HK)敲 响。截至4月17日收盘，正力新能股价为8.4港元，总市值达到210.71亿港元。 作为一家成立仅五年多的动力电池企业，正力新能在2024年以51.3亿元营收和9101万元净利润的成绩 单，完成了从"跌入深渊"到"绝地上市"的惊险一跃。这一切的幕后操盘者，是"玻璃大王"曹德旺的胞妹 ——曹芳。 实现港股上市，并不意味着正力新能摆脱了生存压力。随着动力电池行业洗牌加剧，在宁德时代 （300750）和比亚迪（002594）两大巨头制霸市场的背景下，正力新能这一"幸存者"究竟能走多远，仍 然有待观察。 早年被威马拖累，靠零跑重新回血 2019年，从福耀玻璃（600660）离职五年的曹芳，带着在汽车行业摸爬滚打二十年的经验，与福耀玻璃 原高管陈继程共同创立正力新能，瞄准新能源汽车浪潮下的动力电池赛道。 在正力新能成立之前，曹芳旗下的新中源创投与丰田合资创立了新中源丰田，新中源丰田为丰田的混 动、插混车型提供电池系统。不仅如此，曹芳还成立了正力投资，并投资过三家公司，分别是正力新能 源、正力芯 ...