智通财经APP讯，骆驼股份(601311.SH)发布2025年半年度报告，报告期内，公司实现营业收入79.95亿 元，同比增长6.22%。实现归属于上市公司股东的净利润5.32亿元，同比增长69.46%。实现归属于上市 公司股东的扣除非经常性损益的净利润4.04亿元，同比增长17.94%。基本每股收益0.45元。 ...

Market Overview - The battery sector increased by 1.27% compared to the previous trading day, with Yuanhang Precision leading the gains [1] - The Shanghai Composite Index closed at 3728.03, up 0.85%, while the Shenzhen Component Index closed at 11835.57, up 1.73% [1] Top Gainers in Battery Sector - Yuanhang Precision (833914) closed at 42.32, up 11.93% with a trading volume of 88,400 shares and a transaction value of 344 million [1] - Chongjian Electronics (301121) closed at 50.27, up 11.81% with a trading volume of 143,300 shares and a transaction value of 692 million [1] - Xiamen Tungsten New Energy (688778) closed at 56.95, up 10.73% with a trading volume of 135,700 shares and a transaction value of 753 million [1] - Daoshi Technology (300409) closed at 20.87, up 10.66% with a trading volume of 1,169,200 shares and a transaction value of 2.342 billion [1] - Nord Shares (600110) closed at 7.70, up 10.00% with a trading volume of 1,072,000 shares and a transaction value of 819 million [1] Market Capital Flow - The battery sector experienced a net outflow of 1.176 billion from institutional investors, while retail investors saw a net inflow of 1.203 billion [2][3] - The top stocks with significant net inflows from retail investors include Ningde Times (300750) with a net inflow of 1.98 billion [3] - Notable outflows from retail investors were observed in Yongtao Shares (002733) with a net outflow of 923.478 million [3] Summary of Stock Performance - The overall performance of the battery sector shows a mix of gains and losses among individual stocks, with significant volatility in trading volumes and transaction values [1][2][3] - The data indicates a strong interest from retail investors, contrasting with the outflows from institutional investors, suggesting a potential shift in market dynamics [2][3]

Group 1 - The company will hold a half-year performance briefing on August 26, 2025, from 15:00 to 16:00 [1][2] - The briefing will take place at the Shanghai Stock Exchange Roadshow Center and will be conducted in an interactive online format [2][3] - Investors can submit questions from August 19 to August 25, 2025, through the Roadshow Center website or via the company's email [2][3] Group 2 - The company plans to release its half-year report on August 22, 2025, to provide insights into its operational results and financial status for the first half of 2025 [2] - Key personnel attending the briefing include the Chairman, independent directors, the Secretary of the Board, and the Chief Financial Officer [2] - After the briefing, investors can access the main content and details of the event through the Roadshow Center [3]

证券日报网讯8月15日晚间，骆驼股份（601311）发布公告称，公司计划于2025年8月26日15：00-16： 00举行2025年半年度业绩说明会。 ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问公司业绩持续向好，为何公司股价长年累月萎靡 不振、市值不断缩水？请问贵司固态电池研发到哪一步了？ 骆驼股份（601311.SH）8月15日在投资者互动平台表示，固态电池能够大幅提升电池的能量密度和安全 性，拓宽电池终端应用的场景，如储能、交通航运、消费电子等领域。公司聚集主业，重点推进汽车低 压电源、功率型电源等新型产品的研发创新与迭代优化；目前仅与高校开展固态电池技术的联合研发工 作。 ...

证券代码：601311 证券简称：骆驼股份 公告编号：临 2025-036 骆驼集团股份有限公司 骆驼集团股份有限公司（以下简称"公司"）将于 2025 年 8 月 22 日发布公 司 2025 年半年度报告，为便于广大投资者更全面深入地了解公司 2025 年上半年 的经营成果、财务状况，公司计划于 2025 年 08 月 26 日 15:00-16:00 举行 2025 年半年度业绩说明会，就投资者关心的问题进行交流。 一、说明会类型 本次投资者说明会以网络互动形式召开，公司将针对 2025 年上半年的经营 成果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许的范 围内就投资者普遍关注的问题进行回答。 关于召开 2025 年半年度业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 会议召开时间：2025 年 08 月 26 日(星期二)15:00-16:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadsh ...

跟踪1000价值稳健的公募基金包括：华夏中证智选1000价值稳健策略联接A、华夏中证智选1000价值稳 健策略联接C、华夏中证智选1000价值稳健策略ETF。 从指数持仓来看，中证智选1000价值稳健策略指数十大权重分别为：方大特钢（1.22%）、金田股份 （1.16%）、奥士康（1.08%）、申通快递（1.08%）、吉比特（1.03%）、康缘药业（1.01%）、骆驼股 份（0.99%）、宁波华翔（0.98%）、柳药集团（0.98%）、塔牌集团（0.97%）。 从中证智选1000价值稳健策略指数持仓的市场板块来看，深圳证券交易所占比51.69%、上海证券交易 所占比48.31%。 从中证智选1000价值稳健策略指数持仓样本的行业来看，工业占比26.06%、原材料占比17.88%、医药 卫生占比14.26%、可选消费占比12.33%、信息技术占比8.56%、公用事业占比5.08%、通信服务占比 4.50%、主要消费占比4.42%、金融占比3.78%、能源占比1.61%、房地产占比1.54%。 资料显示，指数样本每季度调整一次，样本调整实施时间分别为每年3月、6月、9月和12月的第二个星 期五的下一交易日。权重因 ...

Core Viewpoint - The increasing complexity of automotive electrical architecture and the rise of intelligent and connected devices are elevating the importance of starting batteries in vehicle systems. The industry is shifting towards lithium-based solutions, particularly lithium iron phosphate batteries, for high-power scenarios like heavy-duty, cold chain, and off-road applications [1][3]. Group 1: Product Development - Camel Battery has launched a new generation of lithium batteries, specifically the Camel low-voltage starting lithium battery, which features excellent low-temperature starting capabilities and can deliver high current in cold environments [1]. - The new battery is equipped with an intelligent battery management system (BMS) that monitors voltage, current, and temperature in real-time, providing multiple protection mechanisms against overcharging and over-discharging [1]. Group 2: Market Adaptation - The Camel low-voltage starting lithium battery has completed compatibility verification with various passenger and commercial vehicle models, including mid-to-large SUVs like Dongfeng Qichen Star and BAIC BJ60, as well as mainstream commercial vehicles such as SANY concrete mixers and Foton Daimler GTL heavy trucks [3]. - The product is designed for diverse scenarios, such as high-altitude cold starts for heavy trucks and frequent stops for light trucks, allowing for "plug-and-play" installation without modifications [3]. Group 3: Industry Positioning - The launch of the new product reflects Camel Battery's technological advancement and expansion in the lithium battery sector, as the company continues to serve the traditional lead-acid battery market while actively positioning itself in the starting lithium battery field [3]. - Camel Battery aims to promote the development of starting systems towards more efficient, intelligent, and environmentally friendly solutions, providing forward-looking technical support and product options for the industry [3].

证券代码：601311 证券简称：骆驼股份 公告编号：临 2025-035 骆驼集团股份有限公司 关于公司股东部分股份解除质押及质押展期的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示: ? 骆驼集团股份有限公司（以下简称"公司"）股东刘长来先生持有公司股 份 28,888,694 股，占公司总股本的 2.46%；本次股票解除质押及质押展期后， 刘长来先生累计质押公司股份 14,000,000 股，占其持有公司股份总数的 48.46%， 占公司总股本的 1.19%。 ? 本次股票解除质押及质押展期后，公司控股股东孙洁女士及其一致行动 人湖北驼峰投资有限公司（以下简称"驼峰投资"）、上海睿亿投资发展中心（有 限合伙）—睿亿投资揽月六期私募证券投资基金 A（以下简称"睿亿基金"）、刘 长来先生累计质押公司股份 70,000,000 股，占其持有公司股份总数的 17.32%， 占公司总股本的 5.97%。 公司近日收到股东刘长来先生的通知，2025 年 7 月 31 日，刘长来先生将其 持有的质押给中信证券 ...

Core Viewpoint - The implementation of the first mandatory national standard for energy storage in China, GB 44240-2024, marks a significant shift towards prioritizing safety in the energy storage industry, moving away from low-cost competition to a focus on quality and safety [2][10]. Group 1: Mandatory National Standard - GB 44240-2024, effective from August 1, 2024, is the first mandatory national standard for lithium-ion batteries used in energy storage systems, replacing the previous voluntary standard [2][4]. - This standard includes 23 rigorous safety tests, covering aspects such as vibration, impact, puncture, and forced discharge, ensuring higher safety requirements for energy storage batteries [2][4][6]. - The standard applies to various applications, including telecommunications, emergency lighting, and large-capacity energy storage systems [2]. Group 2: Shift from Low-Price Competition to Safety - The energy storage industry has been suffering from low-price competition, with average bidding prices for lithium battery storage systems dropping significantly, by 24% and 29.94% year-on-year for different categories [11]. - The introduction of GB 44240 is expected to act as a "ticket" for participation in domestic energy storage project tenders, leading to the elimination of non-compliant companies and accelerating industry consolidation [11][12]. - The focus on safety will compel companies to innovate and enhance product safety designs, potentially establishing GB 44240 as a reference for international standards, thereby increasing China's influence in the global energy storage market [12][13]. Group 3: Industry Transformation and Future Outlook - The year 2025 is anticipated to be a pivotal year for the Chinese energy storage industry, with various government initiatives aimed at addressing issues like patent infringement and market monopolies [12][13]. - The combination of the new mandatory standard and government policies is expected to shift the industry from price wars to a focus on technological competition, enhancing the overall quality of the energy storage sector [13]. - This transformation is likely to strengthen the global competitiveness of China's energy storage industry, reinforcing its position as a leader in the energy revolution [13].