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].

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%。 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%。 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股份有限 ...

Group 1 - Camel Group has established Hongben New Energy Company in Shanghai, which is indirectly wholly owned by Camel Group [1] - The legal representative of Hongben New Energy Company is Gao Guoxing [1] - The business scope of Hongben New Energy includes energy storage technology services, sales of photovoltaic equipment and components, new material technology research and development, and sales of electronic components and electromechanical equipment [1]

Core Viewpoint - The significant increase in sales of low-voltage lithium batteries has driven steady performance improvement for Camel Group (601311.SH) [1][4] Group 1: Company Performance - Camel Group expects a net profit of 5.02 billion to 5.65 billion yuan for the first half of 2025, representing a year-on-year increase of 60% to 80% [1][6] - The company achieved total revenue of approximately 155.92 billion yuan in 2024, a year-on-year growth of 10.75%, with a net profit of about 6.14 billion yuan, up 7.26% [5] - The company has cumulatively distributed dividends of approximately 25.21 billion yuan since its listing in 2011 [2][3] Group 2: Business Strategy and Development - Camel Group has established a comprehensive industrial chain covering lead-acid batteries, lithium batteries, and battery materials, forming a closed-loop ecosystem from research and development to recycling [1] - The company has actively transitioned towards low-voltage lithium battery business, with a significant increase in sales driven by the growing demand in the electric vehicle market [4][5] - Camel Group's low-voltage lithium battery revenue grew by 376% year-on-year, becoming a key driver of performance growth [5] Group 3: Employee Engagement and Shareholder Returns - The second phase of the employee stock ownership plan raised 29.75 million yuan, with 44 employees participating, aimed at attracting and retaining talent [2] - The company plans to distribute cash dividends of 2.90 yuan per 10 shares, totaling approximately 3.4 billion yuan, which accounts for 55.41% of the net profit attributable to shareholders [3]

证券代码：601311 证券简称：骆驼股份 公告编号：临2025-034 骆驼集团股份有限公司 一、本次员工持股计划基本情况 关于第二期员工持股计划股票出售完毕的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，对公告的虚假 记载、误导性陈述或重大遗漏负连带责任。 骆驼集团股份有限公司（以下简称"公司"）从公司第二期员工持股计划（以 下简称"本次员工持股计划"）管理委员会处获悉，截止至 2025 年 7 月 25 日，公 司第二期员工持股计划所持有的公司股票已通过集中竞价交易方式出售完毕。根 据中国证监会《关于上市公司实施员工持股计划试点的指导意见》《上海证券交易 所上市公司自律监管指引第 1 号——规范运作》等相关规定，现将相关情况公告 如下： 公司第八届董事会第二十一次会议及 2021 年第三次临时股东大会审议通过了 《关于<骆驼集团股份有限公司第二期员工持股计划（草案）>及其摘要的议案》。 第八届董事会第二十二次会议审议通过了《关于<骆驼集团股份有限公司第二期员 工持股计划>（修订版）及其摘要（修订版）的议案》，同意公司对第二期员工持 股计划及其摘要中的规范性文件及持有人情况相关条款进行修订。 ...

证券代码：601311 证券简称：骆驼股份 公告编号：临2025-032 骆驼集团股份有限公司 第十届董事会第二次会议决议公告 本公司及董事会全体成员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。 一、董事会会议召开情况 （一）本次董事会会议的召开和表决符合《公司法》及《公司章程》的有关 规定，会议决议合法有效。 （二）本次董事会会议通知于 2025 年 7 月 21 日以 OA 办公软件、微信等形 式送达全体董事。 （三）本次董事会于 2025 年 7 月 25 日以现场加通讯方式召开。 （四）本次董事会应参加会议董事 9 人，实际参会 9 人。 （五）本次董事会由董事长刘长来先生主持，公司部分高级管理人员列席了 本次董事会。 二、董事会会议审议情况 审议通过《关于骆驼集团股份有限公司对参股公司股权转让放弃优先购买 权暨关联交易的议案》 详见公司在上海证券交易所网站（www.sse.com.cn）披露的《骆驼股份关于 对参股公司股权转让放弃优先购买权暨关联交易的公告》（公告编号：临 本议案已经公司独立董事专门会议 2025 年第二次会议审议通过， ...

证券代码：601311 证券简称：骆驼股份 公告编号：临2025-032 骆驼集团股份有限公司 第十届董事会第二次会议决议公告 本公司及董事会全体成员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。 一、董事会会议召开情况 （一）本次董事会会议的召开和表决符合《公司法》及《公司章程》的有关 规定，会议决议合法有效。 （二）本次董事会会议通知于 2025 年 7 月 21 日以 OA 办公软件、微信等形 式送达全体董事。 二、董事会会议审议情况 审议通过《关于骆驼集团股份有限公司对参股公司股权转让放弃优先购买 权暨关联交易的议案》 详见公司在上海证券交易所网站（www.sse.com.cn）披露的《骆驼股份关于 对参股公司股权转让放弃优先购买权暨关联交易的公告》（公告编号：临 2025-033）。 本议案已经公司独立董事专门会议 2025 年第二次会议审议通过，经全体独 立董事一致同意后提交董事会审议。 关联董事孙洁、刘长来、刘知力回避表决。 表决结果：有效表决票共6票，其中同意票为6票，反对票为0票，弃权票为0 票。 特此公告。 （三）本次董事会于 ...

证券代码：601311 证券简称：骆驼股份 公告编号：临 2025-033 骆驼集团股份有限公司 关于对参股公司股权转让放弃优先购买权 暨关联交易的公告 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： 骆驼集团股份有限公司（以下简称"公司"）参股公司湖北汉江投资管理 有限公司（以下简称"湖北汉江"）的股东王文召先生（出资 97.5 万元人民币， 持股比例为 1.95%）拟转让其所持有的湖北汉江 1.95%的股权给公司的控股股东、 实际控制人、董事孙洁女士，转让价格为 97.5 万元人民币。公司放弃本次股权 转让的优先购买权。 本次交易构成关联交易。 本次交易未构成重大资产重组。 本次关联交易已经公司第十届董事会第二次会议以及独立董事专门会议 2025 年第二次会议审议通过。 截至本公告日，除本次交易外，过去 12 个月内，公司未与同一关联人或 与不同关联人进行除日常关联交易外的关联交易。 一、关联交易概述 （一）本次交易的基本情况 公司参股公司湖北汉江投资管理有限公司（以下简称"湖北汉江"）的股东 王文召先生（ ...

Camel Group Co., Ltd. 2025 Semi-Annual Performance Pre-announcement [Current Period Performance Forecast](index=1&type=section&id=%E4%B8%80%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%91%8A%E6%83%85%E5%86%B5) The company anticipates significant performance growth for the first half of 2025, with net profit attributable to shareholders expected to increase by 60% to 80% and non-recurring net profit by 10% to 30% 2025 H1 Performance Forecast | Indicator | Estimated Amount (RMB 10,000) | Year-on-Year Growth | | :--- | :--- | :--- | | Net Profit Attributable to Shareholders of Listed Company | 50,199.17 - 56,474.07 | 60% - 80% | | Net Profit Attributable to Shareholders of Listed Company (Excluding Non-recurring Gains/Losses) | 37,646.34 - 44,491.13 | 10% - 30% | - This performance forecast is unaudited by a certified public accountant[3](index=3&type=chunk) [Prior Period Operating Performance and Financial Status](index=1&type=section&id=%E4%BA%8C%E3%80%81%E4%B8%8A%E5%B9%B4%E5%90%8C%E6%9C%9F%E7%BB%8F%E8%90%A5%E4%B8%9A%E7%BB%A9%E5%92%8C%E8%B4%A2%E5%8A%A1%E7%8A%B6%E5%86%B5) The report provides 2024 first-half performance as a comparative baseline, with net profit attributable to shareholders at **RMB 313.74 million** and non-recurring net profit at **RMB 342.23 million** 2024 H1 (Prior Period) Performance | Indicator | Amount | | :--- | :--- | | Net Profit Attributable to Shareholders of Listed Company | 31,374.48 RMB 10,000 | | Net Profit Attributable to Shareholders of Listed Company (Excluding Non-recurring Gains/Losses) | 34,223.95 RMB 10,000 | | Basic Earnings Per Share | 0.27 RMB | [Key Reasons for Current Period Performance Growth](index=2&type=section&id=%E4%B8%89%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%A2%9E%E7%9A%84%E4%B8%BB%E8%A6%81%E5%8E%9F%E5%9B%A0) Performance growth is primarily driven by increased sales of automotive low-voltage batteries, particularly lithium batteries, improved operational efficiency, and favorable exchange gains, alongside positive impacts from capital market improvements and debt settlement-related investment income - Impact of Operating Gains/Losses: - Main business automotive low-voltage battery sales increased year-on-year, with a significant rise in automotive low-voltage lithium battery sales[6](index=6&type=chunk) - The company improved operational efficiency through optimized management processes, leading to a year-on-year decrease in period expense ratio[6](index=6&type=chunk) - Increased exchange gains[6](index=6&type=chunk) - Impact of Non-operating Gains/Losses: - Fair value of the company's investment projects increased year-on-year due to improved capital market conditions[6](index=6&type=chunk) - Completion of equity asset transfer for debt settlement resulted in a year-on-year increase in investment income[6](index=6&type=chunk) [Risk Warning](index=2&type=section&id=%E5%9B%9B%E3%80%81%E9%A3%8E%E9%99%A9%E6%8F%90%E7%A4%BA) The company emphasizes that this performance forecast is a preliminary accounting result based on the finance department's professional judgment, unaudited by a certified public accountant - This performance forecast is a preliminary accounting result from the company's finance department and has not been audited by a certified public accountant[7](index=7&type=chunk) [Other Explanatory Notes](index=2&type=section&id=%E4%BA%94%E3%80%81%E5%85%B6%E4%BB%96%E8%AF%B4%E6%98%8E%E4%BA%8B%E9%A1%B9) The company advises investors that the disclosed forecast data is preliminary, and final accurate financial data will be based on the official 2025 semi-annual report - The final accurate financial data will be subject to the company's officially disclosed 2025 semi-annual report, and investors are reminded to be aware of investment risks[8](index=8&type=chunk)

Core Insights - The ISPO SHANGHAI 2023 showcased over 600 brands from nearly 30 countries, attracting more than 30,000 professional buyers and sports enthusiasts, indicating a robust interest in the outdoor sports sector [1][2] - The event highlighted shifting consumer trends in outdoor activities, with a decline in popularity for camping and frisbee, while activities like creek hiking, rock climbing, trail running, and fishing gained traction [1][2] Industry Trends - The outdoor sports market is rapidly evolving, with a notable increase in the presence of new brands and product categories, particularly in water sports and climbing [2][4] - The water sports segment is projected to exceed 6 billion yuan by 2027, with a compound annual growth rate of around 10% [4] - Experience zones have expanded significantly, allowing consumers to engage with products in real-world settings, which is crucial for niche and emerging sports [5][7] Consumer Behavior - Young consumers are increasingly divided in their purchasing behavior, favoring both high-value and high-end products, which reflects a blend of price sensitivity and a willingness to pay for premium experiences [9] - The presence of both budget-friendly and high-end brands at the event indicates a strategic response to diverse consumer preferences [9]