证券代码：603312 证券简称：西典新能 公告编号：2025-087 苏州西典新能源电气股份有限公司 关于第一期员工持股计划预留份额非交易过户 完成的公告 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、第一期员工持股计划基本情况 苏州西典新能源电气股份有限公司（以下简称"公司"）于 2024 年 8 月 12 日召开第一届董事会第十八次会议、第一届监事会第十一次会议，于 2024 年 8 月 30 日召开 2024 年第二次临时股东大会，审议通过了《关于<公司第一期员工 持股计划（草案）>及其摘要的议案》《关于<公司第一期员工持股计划管理办法> 的议案》及《关于提请股东大会授权董事会办理公司第一期员工持股计划相关事 宜的议案》，同意公司实施第一期员工持股计划。具体内容详见公司于 2024 年 8 月 13 日、2024 年 8 月 31 日在上海证券交易所网站(www.sse.com.cn)披露的相 关公告。 根据公司《第一期员工持股计划》的相关规定，本次预留受让标的股票分二 批解锁，解锁时点分别为自公司公告预留受让部 ...

Core Viewpoint - The company aims to seize global opportunities in the renewable energy sector, focusing on expanding both domestic and international markets while enhancing research and development capabilities to increase market share in emerging fields such as new energy vehicles and energy storage [1] Group 1 - The company plans to strengthen its market expansion efforts in the renewable energy industry [1] - The company will continue to invest in research and technology innovation [1] - The company is committed to maintaining rapid growth in new energy vehicles and energy storage sectors [1]

Core Viewpoint - The company, Xidian New Energy (603312), confirmed that its production and operations are normal, and there have been no changes in its fundamentals [1]. Group 1 - The company is actively engaging with investors through an interactive platform [1]. - The company reassured investors about the stability of its business operations [1]. - There are no significant changes in the company's fundamental situation [1].

Core Viewpoint - Xidian New Energy (603312) has confirmed that its battery connection system products are applied in Tesla's domestic mass production models, indicating a strong partnership with major players in the electric vehicle industry [1] Company Summary - Xidian New Energy's primary direct customer is CATL (Contemporary Amperex Technology Co., Limited) [1] - Tesla is identified as the company's largest end customer, highlighting the significance of this relationship in the company's business strategy [1]

Core Viewpoint - The company confirmed that its battery connection system products can be applied to solid-state batteries, with expectations for significant adoption in the next two years [2]. Group 1 - Investors inquired whether the company's electrical connection products are applicable to new battery types such as solid-state, semi-solid, and sodium-ion batteries [2]. - The company indicated that solid-state batteries represent a change in internal structure, and its products are compatible with these batteries [2]. - The company anticipates that the widespread use of solid-state batteries will occur in approximately two years [2].

Core Viewpoint - The company indicates that solid-state batteries represent a change in the internal structure of batteries, and its battery connection system products can be applied to solid-state batteries, with expectations for significant production to begin in two years [1] Group 1 - The company is involved in the development of battery connection systems that are compatible with solid-state batteries [1] - Solid-state battery production is anticipated to ramp up in approximately two years [1]

Core Viewpoint - The company indicates that solid-state batteries represent a change in the internal structure of batteries, and its battery connection system products can be applied to solid-state batteries. The company anticipates that solid-state battery mass production will occur in two years [1] Group 1 - The company is involved in the development of battery connection systems that are compatible with solid-state batteries [1] - Solid-state batteries are expected to see mass production starting in two years [1]

Core Viewpoint - The company acknowledges that Tesla is a significant customer, with its battery connection systems being used in Tesla's domestic production models, and that CATL is the company's largest direct customer [1]. Group 1 - The company is concerned about Tesla's potential shift away from domestic suppliers in the next two years and its impact on the company's operations [1]. - Tesla is identified as the company's largest end customer, indicating a strong reliance on Tesla for revenue [1]. - CATL is highlighted as the company's largest direct customer, emphasizing the importance of this relationship in the supply chain [1].

Core Points - Xidian New Energy's stock price has dropped 5.34% to 49.82 CNY per share, with a total market capitalization of 7.971 billion CNY, and a cumulative decline of 14.92% over the last four days [1] - The company specializes in the research, design, production, and sales of electrical connection products, with main revenue sources including battery connection systems (77.10%), electrical control busbars (11.45%), industrial electrical busbars (7.97%), and others (2.04% and 1.44%) [1] Shareholder Analysis - Huaxia Fund's Huaxia Blue Chip Mixed Fund (LOF) A has entered the top ten circulating shareholders of Xidian New Energy, holding 578,500 shares, which is 1.1% of the circulating shares [2] - The fund has incurred a floating loss of approximately 1.6256 million CNY today and a total floating loss of 5.3396 million CNY during the four-day decline [2] - The fund was established on April 24, 2007, with a current size of 1.954 billion CNY, and has achieved a year-to-date return of 26.44% [2]

Market Overview - The grid equipment sector experienced a decline of 0.79% on the previous trading day, with Xidian New Energy leading the drop [1] - The Shanghai Composite Index closed at 3972.03, down 0.46%, while the Shenzhen Component Index closed at 13202.0, down 0.11% [1] Stock Performance - Notable gainers in the grid equipment sector included: - Hongxiang Co., Ltd. (300427) with a closing price of 8.69, up 20.03% and a trading volume of 963,100 shares [1] - Longkai Co., Ltd. (603829) with a closing price of 21.97, up 10.02% and a trading volume of 152,300 shares [1] - Taiyong Changzheng (002927) with a closing price of 20.34, up 10.01% and a trading volume of 232,600 shares [1] - Conversely, Xidian New Energy (603312) saw a significant decline of 6.49%, closing at 57.32 with a trading volume of 70,000 shares [2] Capital Flow - The grid equipment sector saw a net outflow of 1.405 billion yuan from institutional investors, while retail investors contributed a net inflow of 2.06 billion yuan [2][3] - Key stocks with notable capital flow included: - Jingda Co., Ltd. (600577) with a net inflow of 419.2 million yuan from institutional investors [3] - Hongxiang Co., Ltd. (300427) with a net outflow of 66.59 million yuan from retail investors [3] - Taiyong Changzheng (002927) with a net inflow of 114 million yuan from institutional investors [3]