璞泰来（603659.SH）10月23日在投资者互动平台表示，公司不直接生产电池，未来也不会生产电池， 公司系锂电池上游的关键材料、自动化装备与服务综合提供商。下游电池客户采用公司提供的材料、设 备及服务生产的新能源锂离子电池主要应用于消费电子、动力电池和储能电池领域，人形机器人、无人 机等终端产品亦属于新能源锂离子电池的应用终端之一。 （记者 王瀚黎） 每经AI快讯，有投资者在投资者互动平台提问：公司生产的电池有用于人型机器人和无人机么？有供 货宇树科技么？ ...

Core Viewpoint - The company focuses on the upstream key materials and automation equipment and services for lithium batteries, without plans to produce batteries itself [1] Group 1: Business Focus - The company’s business encompasses key materials for lithium batteries, including anode materials, coated separators, PVDF and binders, nano-alumina, bormite, aluminum-plastic packaging films, and composite current collectors [1] - The company provides automation equipment and coating processing services for the new energy battery industry [1] Group 2: Strategic Development - The company aims to leverage its core competitive advantages in the long lithium battery industry chain, focusing on collaborative development across various business segments [1] - The company is committed to responding quickly to customer needs with high-quality services [1]

Company Overview - Shanghai Putailai New Energy Technology Co., Ltd. was established on November 6, 2012, and listed on November 3, 2017. The company is located at 456 Lane 116, Dieqiao Road, Pudong New District, Shanghai [2] - The main business involves the research, production, and sales of negative materials for new energy batteries, graphite processing, separators, coating processing, automated equipment, PVDF, binders, aluminum-plastic packaging films, nano-alumina, and boehmite [2] - The revenue composition is as follows: 77.26% from new energy battery materials and services, 26.08% from new energy automation equipment and services, and 7.85% from industrial investment trade management and others [2] Financial Performance - For the first half of 2025, the company achieved operating revenue of 7.088 billion yuan, a year-on-year increase of 11.95%, and a net profit attributable to shareholders of 1.055 billion yuan, a year-on-year increase of 23.03% [2] - Cumulatively, the company has distributed 2.196 billion yuan in dividends since its A-share listing, with 1.129 billion yuan distributed in the last three years [3] Stock Performance - As of October 21, the stock price of Putailai increased by 2.02%, reaching 26.73 yuan per share, with a total market capitalization of 57.106 billion yuan [1] - Year-to-date, the stock price has risen by 69.82%, with a 1.63% increase over the last five trading days, a 1.21% increase over the last 20 days, and a 48.01% increase over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent appearance on October 10, where it recorded a net buy of -235 million yuan [1] Shareholder Structure - As of June 30, 2025, the number of shareholders is 69,000, a decrease of 1.86% from the previous period, with an average of 30,957 circulating shares per person, an increase of 1.89% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, holding 92.5404 million shares (a decrease of 135,600 shares), and Huaxia Energy Innovation Stock A, holding 22.3171 million shares (an increase of 2.0801 million shares) [3]

Core Points - Shanghai Putailai New Energy Technology Co., Ltd. will hold a performance briefing for the third quarter of 2025 on October 28, 2025, from 10:00 to 11:00 AM [2][4][7] - The briefing will be conducted via video and online interaction, allowing investors to engage with the company regarding its financial results and operational performance [3][6] - Investors can submit questions from October 21 to October 27, 2025, and the company will address common inquiries during the briefing [2][8] Meeting Details - The meeting will take place at the Shanghai Stock Exchange Roadshow Center [5] - Participants will include the Chairman, General Manager, Secretary of the Board, Chief Financial Officer, and Independent Director [7] - Investors can join the meeting online through the Shanghai Stock Exchange Roadshow Center website [8] Financial Instrument Announcement - The company completed the payment of its first short-term financing bond issued in 2025, with a total principal and interest of approximately RMB 607.15 million [10] - The bond had an issuance scale of RMB 600 million, a term of 189 days, and an interest rate of 2.30% [10]

上海璞泰来新能源科技股份有限公司 证券代码：603659 证券简称：璞泰来 公告编号：2025-080 特此公告。 上海璞泰来新能源科技股份有限公司 2025 年度第一期超短期融资券兑付完成公告 董 事 会 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。 2025年10月21日 上海璞泰来新能源科技股份有限公司（以下简称"公司"）于2025年4月10 日在全国银行间市场发行了2025年度第一期超短期融资券（简称"25璞泰来 SCP001"，代码"012580865"），发行规模6亿元人民币，期限为189日，票面 利率2.30%，兑付日2025年10月17日。具体内容详见2025年4月15日披露的《上 海璞泰来新能源科技股份有限公司2025年度第一期超短期融资券发行结果公 告》（公告编号：2025-023）。 截至本公告日，公司已兑付2025年度第一期超短期融资券本息合计人民币 607,145,753.42元，由银行间市场清算所股份有限公司代理划付至债券持有 人。 ...

证券代码:603659 证券简称:璞泰来 公告编号:2025-081 一、说明会类型 上海璞泰来新能源科技股份有限公司 关于召开 2025 年第三季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 10 月 28 日(星期二) 上午 10:00-11:00。 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/）。 会议召开方式：上证路演中心视频录播和网络互动。 投资者可于 2025 年 10 月 21 日（星期二）至 10 月 27 日（星期一）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 IR@putailai.com 进行提问，公司将在说明会上对投资者普遍关注的问题于信息 披露允许的范围内进行解答。 上海璞泰来新能源科技股份有限公司（以下简称"公司"、"璞泰来"）将于 2025年10月28日披露公司2025年第三季度报告，为便于广 ...

Core Viewpoint - Puxin Technology Co., Ltd. has shown significant stock performance with a year-to-date increase of 71.16%, despite a recent slight decline in the last five trading days [1] Financial Performance - For the first half of 2025, Puxin achieved a revenue of 7.088 billion yuan, representing a year-on-year growth of 11.95%, and a net profit attributable to shareholders of 1.055 billion yuan, up 23.03% year-on-year [2] - Cumulative cash dividends since the A-share listing amount to 2.196 billion yuan, with 1.129 billion yuan distributed over the last three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders is 69,000, a decrease of 1.86% from the previous period, with an average of 30,957 circulating shares per person, an increase of 1.89% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 92.5404 million shares, a decrease of 135,600 shares from the previous period [3] Stock Market Activity - On October 20, Puxin's stock price rose by 2.12% to 26.94 yuan per share, with a trading volume of 204 million yuan and a turnover rate of 0.36% [1] - The stock has appeared on the "Dragon and Tiger List" twice this year, with the most recent instance on October 10, where it recorded a net buy of -235 million yuan [1]

上海璞泰来新能源科技股份有限公司 董 事 会 2025年10月16日 上海璞泰来新能源科技股份有限公司（以下简称"公司"）于2025年6月13 日召开第四届董事会第六次会议、2025年6月30日召开2025年第三次临时股东会 审议通过了《关于拟注册发行债务融资工具的议案》，同意公司向中国银行间 市场交易商协会申请注册发行不超过人民币20亿元（含20亿元）的债务融资工 具 。 具 体 内 容 详 见 公 司 于 2025 年 6 月 14 日 在 上 海 证 券 交 易 所 网 站 （www.sse.com.cn）及指定媒体披露的《上海璞泰来新能源科技股份有限公司 关于拟注册发行债务融资工具的公告》（公告编号：2025-046）。 2025年8月28日，公司收到中国银行间市场交易商协会核发的《接受注册通 知书》（中市协注[2025]SCP234号），中国银行间市场交易商协会决定接受公 司超短期融资券注册，公司超短期融资券注册金额为20亿元，注册额度自通知 书落款之日起2年内有效，公司在注册有效期内可分期发行超短期融资券。 公司根据自身经营状况、资金使用计划和银行间市场情况，于2025年10月 13日在全国银行间 ...

Investment Rating - The report maintains an "Overweight" rating for the lithium battery industry, expecting the industry index to outperform the market index by over 10% in the next six months [5]. Core Insights - In September 2025, the production and sales of new energy vehicles (NEVs) reached historical highs, with production and sales of 1.617 million and 1.604 million units respectively, representing year-on-year growth of 23.7% and 24.6%, and month-on-month growth of 16.25% and 14.98% [4]. - The penetration rate of NEVs in September was 49.7%, up 0.9 percentage points month-on-month, while the year-to-date penetration rate was 46.1% [4]. - Battery sales also saw significant growth, with total battery production reaching 151.2 GWh in September, a month-on-month increase of 8.3% and a year-on-year increase of 35.4% [4]. - The report highlights strong demand for energy storage in both domestic and international markets, with leading battery companies operating at full capacity [4]. Summary by Sections New Energy Vehicle Market - In September 2025, NEV sales reached 1.604 million units, with pure electric vehicle sales at 1.058 million units, showing a year-on-year increase of 36.4% [4]. - Year-to-date NEV sales totaled 11.224 million units, with pure electric vehicles accounting for 7.22 million units, reflecting a year-on-year growth of 44.7% [4]. Battery Production and Sales - In September, the total battery sales were 146.5 GWh, with power batteries accounting for 110.5 GWh, representing 75.5% of total sales [4]. - The report notes that the export of batteries in September was 26.7 GWh, with power batteries making up 17.6 GWh of that total [4]. Investment Recommendations - The report suggests focusing on leading companies in the lithium battery supply chain, particularly those with technological and production advantages in solid-state electrolytes and new materials [4]. - Key companies to watch include CATL, EVE Energy, and others that are actively developing solid-state battery technologies [4].

Core Viewpoint - Puxin Technology Co., Ltd. has shown significant stock price fluctuations and financial performance, with a notable increase in stock price year-to-date and recent declines in the short term [1][2]. Financial Performance - For the first half of 2025, Puxin achieved operating revenue of 7.088 billion yuan, representing a year-on-year growth of 11.95%, and a net profit attributable to shareholders of 1.055 billion yuan, up 23.03% year-on-year [2]. - Cumulatively, the company has distributed 2.196 billion yuan in dividends since its A-share listing, with 1.129 billion yuan distributed over the past three years [3]. Stock Market Activity - As of October 15, Puxin's stock price was 26.83 yuan per share, with a market capitalization of 57.32 billion yuan. The stock has increased by 70.46% year-to-date but has seen a decline of 13.23% over the last five trading days [1]. - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent instance on October 10, where it recorded a net buy of -235 million yuan [1]. Shareholder Structure - As of June 30, 2025, Puxin had 69,000 shareholders, with an average of 30,957 circulating shares per person, reflecting a 1.89% increase from the previous period [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited and several mutual funds, with notable changes in their holdings [3].