本次权益分派股权登记日为：2026年2月5日，除权除息日为：2026年2月6日。 格隆汇1月30日丨安孚科技(603031.SH)公布2025年前三季度权益分派实施公告,本次利润分配以方案实施 前的公司总股本257,824,793股为基数，每股派发现金红利0.12元(含税)，共计派发现金红利 30,938,975.16元。 ...

证券代码：603031 证券简称：安孚科技 公告编号：2026-010 安徽安孚电池科技股份有限公司 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： 每股分配比例 A 股每股现金红利0.12元 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2026/2/5 | － | 2026/2/6 | 2026/2/6 | 差异化分红送转： 否 一、 通过分配方案的股东会届次和日期 本次利润分配方案经公司2026 年 1 月 22 日的2026年第一次临时股东会审议通过。 2025年前三季度权益分派实施公告 四、 分配实施办法 二、 分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分 公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 3. 分配方案： 本次利润分配以方案实施前的公司总股本257,824,793股为基数，每股派发现金红利0.12 ...

从基金十大重仓股角度 数据显示，银华基金旗下1只基金重仓安孚科技。银华多元动力灵活配置混合（005251）四季度持有股 数12.77万股，占基金净值比例为3.88%，位居第七大重仓股。根据测算，今日浮盈赚取约32.56万元。 银华多元动力灵活配置混合（005251）成立日期2017年12月14日，最新规模1.46亿。今年以来收益 14.56%，同类排名744/8872；近一年收益84.66%，同类排名414/8126；成立以来收益205.08%。 银华多元动力灵活配置混合（005251）基金经理为王智伟。 截至发稿，王智伟累计任职时间9年191天，现任基金资产总规模7.73亿元，任职期间最佳基金回报 56.27%， 任职期间最差基金回报-5.27%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 资料显示，安徽安孚电池科技股份有限公司位于安徽省合肥市蜀山区潜山路888号百利中心北塔1801， 成立日期1999年5月7日，上市日期2 ...

证券代码：603031 股票简称：安孚科技 编号：2026-009 安徽安孚电池科技股份有限公司 关于子公司股权质押的公告 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。 一、股权质押情况概述 近日，安徽安孚电池科技股份有限公司（以下简称"公司"）将持有的全资子公司安徽安孚能源科技有限 公司（以下简称"安孚能源"）2.21%的股权质押给平安银行股份有限公司合肥分行（以下简称"平安合肥 分行"），为公司在平安合肥分行申请的并购贷款（用于前期收购宁波正通博源股权投资合伙企业（有 限合伙）持有的安孚能源的股权）提供担保。公司已于2026年1月28日办理完成上述股权的出质登记。 二、股权质押情况 2.质权人：平安银行股份有限公司合肥分行 3.质押物：公司持有的安徽安孚能源科技有限公司2.21%股权 4.出质股权数额：6,557.674881万元 5.质押担保范围：人民币(大写)伍仟叁佰万元的授信/融资，以及其相应的利息、违约金、损害赔偿金、 实现债权的费用等包括质押担保合同第1.5条(担保范围)所约定的全部债权。 三、股权质押对公司的 ...

证券代码：603031 股票简称：安孚科技 编号：2026-009 近日，安徽安孚电池科技股份有限公司（以下简称"公司"）将持有的全资 子公司安徽安孚能源科技有限公司（以下简称"安孚能源"）2.21%的股权质押给 平安银行股份有限公司合肥分行（以下简称"平安合肥分行"），为公司在平安合 肥分行申请的并购贷款（用于前期收购宁波正通博源股权投资合伙企业（有限合 伙）持有的安孚能源的股权）提供担保。公司已于 2026 年 1 月 28 日办理完成上 述股权的出质登记。 二、股权质押情况 1.出质人：安徽安孚电池科技股份有限公司 2.质权人：平安银行股份有限公司合肥分行 3.质押物：公司持有的安徽安孚能源科技有限公司 2.21%股权 安徽安孚电池科技股份有限公司 关于子公司股权质押的公告 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。 一、股权质押情况概述 三、股权质押对公司的影响 公司本次质押所持有的安孚能源部分股权是用于支付前期收购安孚能源少 数股权的部分交易价款，符合公司整体融资安排及长远发展规划。目前公司经营 状况良好，具备较 ...

Investment Rating - The report does not provide specific investment ratings for the industry sectors mentioned [2]. Core Insights - The overall industry strategy focuses on the simultaneous rise in energy storage volume and price, with ongoing themes in space and AI [3]. - The new energy vehicle supply chain is entering an upward cycle, benefiting companies like CATL and EVE Energy due to the electrification upgrade and optimization of energy storage patterns [3]. - By the end of December 2025, China's electric vehicle charging infrastructure is expected to reach 20.092 million units, a year-on-year increase of 49.7% [3]. - Global energy storage battery shipments are projected to reach 640 GWh in 2025, a year-on-year increase of 82.9%, with CATL maintaining a leading position [3][25]. - The solid-state battery sector is entering a critical phase of engineering and industrialization, with companies like Xiamen Tungsten and Peking University Technology benefiting [4]. Summary by Sections Energy Storage and New Energy - The energy storage trend continues to improve, with companies like Sungrow Power and Huaneng Power benefiting from a significant increase in domestic procurement, which exceeded 100 GWh for the first time [5]. - The average price of lithium battery storage systems has rebounded by 6.39% to 0.5226 yuan/Wh [5]. - AI expansion and global grid upgrades are driving demand for power equipment, benefiting companies like TBEA and Sanyuan Electric [5]. Lithium Carbonate and Battery Materials - The supply and demand for lithium carbonate are exceeding expectations, with companies like Salt Lake Potash and Hunan Youneng benefiting from favorable market conditions [4]. - The cost of phosphoric iron lithium cathode materials has increased, with processing fees rising by 318.7 yuan/ton compared to November averages [4][27]. AI and Robotics in New Energy - The integration of AI and humanoid robots in the new energy sector is gaining traction, with companies like Zhejiang Rongtai and Keda Li benefiting from advancements in robotics [7]. - Tesla's shift towards becoming a robotics company is expected to create new growth cycles, with significant implications for the automotive industry [7][26]. Market Trends and Projections - The report highlights that the global energy storage battery shipment is expected to reach 1,090 GWh in 2026, a year-on-year increase of 70% [25]. - The market for commercial energy storage products is evolving, with larger capacity batteries becoming mainstream and driving innovation in the sector [29].

Investment Rating - The report assigns an "Overweight" rating to the home appliance industry [4]. Core Insights - The report highlights a slight decline in fund holdings in the home appliance sector, with a 2.6% allocation in actively managed equity funds for Q4 2025, down 0.2 percentage points from Q3 [2][4]. - December retail sales for home appliances showed a year-on-year decline of 18.7%, indicating ongoing pressure despite a high base in the previous year [2][4]. - The European Union has mandated registration for imports of robotic lawn mowers from China, with potential anti-dumping duties estimated between 21.4% and 57.4% [2][4]. Summary by Sections Investment Recommendations - The report suggests that national subsidies are expected to transition smoothly, and leading companies in both black and white appliances are recommended for their stable operations and high dividends, including Midea Group (13.1X PE), Haier Smart Home (11.4X), TCL Electronics (12.7X), and Hisense Visual (12.7X) [4]. - It emphasizes the core drivers of smart home appliances' overseas expansion, recommending leading robotic vacuum manufacturers Roborock (20.3X) and Ecovacs (22.5X) [4]. - Companies with stable performance and upward potential include Ninebot (19.9X), Anfu Technology (56.8X), Hailong Cold Chain (15.9X), and Beiding Co. (35.3X) [4]. - The report also notes that home appliance companies are diversifying into new areas, recommending Rongtai Health (21.3X) and Wanlong Magnetic Plastic (21.9X) [4]. Market Data - In December 2025, the production of home air conditioners was 14.782 million units, down 18.7% year-on-year, with domestic sales at 5.397 million units, down 26.7% [2][4]. - The total domestic sales for the year reached 10.521 million units, a slight increase of 0.7% year-on-year, while total exports were 9.318 million units, down 3.4% [2][4]. - The overall retail sales for home appliances in December 2025 amounted to 97.1 billion yuan, with a cumulative annual total of 1,169.5 billion yuan, reflecting an 11.0% year-on-year increase [2][4].

Investment Rating - The report assigns an "Accumulate" rating for the home appliance industry [4]. Core Insights - The report highlights a slight decline in fund holdings in the home appliance sector, with a 2.6% allocation in actively managed equity funds for Q4 2025, down 0.2 percentage points from Q3 [2][4]. - The report notes that the production of household air conditioners in December 2025 was 14.782 million units, a year-on-year decrease of 18.7%, with domestic sales down 26.7% and exports down 13.2% [2][4]. - The report mentions that the EU has mandated registration for imports of robotic lawn mowers from China, with potential anti-dumping duties estimated between 21.4% and 57.4% [2][4]. Summary by Sections Investment Recommendations - The report suggests that national subsidies are expected to transition smoothly, and recommends several companies for investment based on their stable operations and high dividends, including Midea Group (13.1X), Haier Smart Home (11.4X), TCL Electronics (12.7X), and Hisense Visual (12.7X) [4]. - It highlights the core drivers for smart home appliances' overseas expansion, recommending leading robotic vacuum companies Roborock (20.3X) and Ecovacs (22.5X) [4]. - The report also recommends companies with stable performance and upward potential, such as Ninebot (19.9X), Anfu Technology (56.8X), Hailong Cold Chain (15.9X), and Beiding Co. (35.3X) [4]. - Additionally, it points out companies expanding into new business lines, recommending Rongtai Health (21.3X) and Wanlong Magnetic Plastic (21.9X) [4]. Market Data - The report provides data on the top five holdings in the home appliance sector, with Midea Group valued at 19.9 billion, Haier Smart Home at 6 billion, and others showing varying changes in market value [4]. - It notes that the overall retail sales of home appliances in December 2025 were 97.1 billion, a year-on-year decrease of 18.7% [2][4]. - The report indicates that the total domestic sales volume for the air conditioning industry in 2025 was 10.521 million units, a slight increase of 0.7% year-on-year, while total exports were 9.318 million units, down 3.4% [2][4].

（编辑 楚丽君） 证券日报网讯 1月23日，安孚科技在互动平台回答投资者提问时表示，根据公司与相关投资方签署的投 资协议，公司通过子公司安徽启睿创业投资有限公司作为GP的安徽启睿芯超企业管理合伙企业（有限 合伙）投资象帝先，目前已出资完毕，工商变更程序在依法依规推进过程中。公司将尽快推进相关变更 事宜，该事项不存在重大不确定性。象帝先经营情况正常，各项业务有序开展。 ...

安徽安孚电池科技股份有限公司 2026年第一次临时股东会决议公告 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： ● 本次会议是否有否决议案：无 一、会议召开和出席情况 (一)股东会召开的时间：2026年1月22日 (二)股东会召开的地点：安徽省合肥市蜀山区潜山路888号百利中心北塔1801 证券代码：603031 证券简称：安孚科技 公告编号：2026-008 ■ (二)涉及重大事项，5%以下股东的表决情况 (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： ■ (四)表决方式是否符合《公司法》及《公司章程》的规定，会议主持情况等。 本次会议由公司董事会召集，采取现场和网络投票相结合的方式召开。公司董事长夏茂青先生主持本次 会议，现场会议采取记名投票的方式表决。本次会议的召集、召开及表决方式符合《公司法》及《公司 章程》的规定。 (五)公司董事和董事会秘书的列席情况 (一)非累积投票议案 1、议案名称：《公司2025年前三季度利润分配预案》 审议结果：通过 表决情况： ■ (三)关于议案表决 ...