7月30日，璞泰来大宗交易成交44.6万股，成交额804.58万元，占当日总成交额的1.32%，成交价18.04元，较市场收盘价18.04元持平。 | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | | 2025-07-30 | 璞泰来 | 603659 | 18.04 804.58 44.6 | 兴业证券股份有限 公司上海政立路证 | 申万宏源证券有限 公司证券投资总部 | ...

上海璞泰来新能源科技股份有限公司（以下简称"璞泰来"或"公司"） 控股股东梁丰先生之一致行动人宁波胜越创业投资合伙企业（有限合伙）（以下 简称"宁波胜越"）直接持有公司股份 230,261,325 股，占公司目前总股本 2,137,165,372 股的 10.77%。本次办理部分股份解除质押及质押续期事宜后，宁 波胜越累计质押股份数量为 73,580,000 股，占其直接所持有公司股份总数的 31.95%，占公司总股本的 3.44%。 公司于近日收到控股股东一致行动人宁波胜越关于其办理部分股份解除质 押及质押续期事宜的通知，具体情况如下： 上海璞泰来新能源科技股份有限公司 关于公司股东部分股份解除质押及质押续期的公告 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相应法律责任。 重要内容提示： 公司控股股东、实际控制人、董事长梁丰先生及其一致行动人宁波胜越创 业投资合伙企业（有限合伙）、宁波阔能创业投资合伙企业（有限合伙）累计持 有公司股份 961,571,752 股，占公司总股本的 44.99%。本次办理解除质押及质 押续期事宜后，梁 ...

璞泰来（603659）公告，公司控股股东梁丰先生之一致行动人宁波胜越创业投资合伙企业(有限合伙)办 理了部分股份解除质押及质押续期事宜。本次解除质押1942万股，占其所持股份比例8.43%，占公司总 股本0.91%。剩余7358万股办理质押续期，占其所持股份比例31.95%，占公司总股本3.44%。 ...

Core Viewpoint - The report highlights the performance of the Jiashi New Energy Materials Stock A fund, indicating a profit of 4.7057 million yuan in Q2 2025, with a net asset value growth rate of 0.46% and a total fund size of 2.059 billion yuan as of the end of Q2 2025 [2][15]. Fund Performance - As of July 18, 2025, the fund's one-year cumulative net value growth rate is 33.18%, ranking 7th out of 44 comparable funds [3]. - The fund's three-month net value growth rate is 8.86%, ranking 34th out of 44 comparable funds, and the six-month growth rate is 6.97%, ranking 22nd out of 44 [3]. - Over the past three years, the fund has experienced a net value growth rate of -44.60%, ranking 21st out of 31 comparable funds [3]. Risk and Return Metrics - The fund's Sharpe ratio over the past three years is -0.3224, ranking 18th out of 31 comparable funds [8]. - The maximum drawdown over the past three years is 63.37%, ranking 3rd out of 31 comparable funds, with the largest single-quarter drawdown occurring in Q3 2022 at 24.88% [10]. Investment Strategy - The fund manager indicates that corporate profit recovery is similar to historical cycles, suggesting potential for exceeding expectations in various industries due to suppressed capital expenditures [2]. - The fund has maintained a high average stock position of 91.71% over the past three years, with a peak of 94.62% at the end of 2023 [13]. - The fund's investment focus is on sectors related to new energy lithium batteries and intelligent driving, adjusting the portfolio dynamically based on market fluctuations [2]. Holdings Concentration - The fund has a high concentration of holdings, with the top ten stocks including Ningde Times, Putailai, Yiwei Lithium Energy, and others, indicating a stable selection of investment targets [18].

证券代码：603659 证券简称：璞泰来 公告编号：2025-056 上海璞泰来新能源科技股份有限公司 关于对子公司提供的担保进展公告 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： 被担保人名称及是否为关联担保：安徽紫宸科技有限公司（以下简称 "安徽紫宸"）、四川卓勤新材料科技有限公司（以下简称"四川卓勤"）、 内蒙古紫宸兴丰新能源科技有限公司（以下简称"内蒙紫宸兴丰"），本次担 保为上海璞泰来新能源科技股份有限公司（以下简称"璞泰来"、"公司"） 为其全资子公司安徽紫宸、四川卓勤、内蒙紫宸兴丰提供的担保，不属于关联 担保。 本次担保金额及已实际为其提供的担保余额：本次因公司子公司安徽紫 宸、四川卓勤、内蒙紫宸兴丰授信事宜，公司与中国建设银行股份有限公司芜 湖黄山路支行、汇丰银行(中国)有限公司、招商银行股份有限公司呼和浩特分 行分别签署了《本金最高额保证合同》《保证书》和《最高额不可撤销担保 书》，本次公司为安徽紫宸、四川卓勤、内蒙紫宸兴丰担保金额分别为10,000 万元、20,000万元、20,000万元 ...

Investment Rating - The industry investment rating is "Overweight" indicating that the industry index is expected to outperform the market index by more than 10% in the next six months [4]. Core Insights - In June 2025, the production and sales of new energy vehicles (NEVs) continued to show rapid growth year-on-year, with production reaching 1.268 million units and sales at 1.329 million units, representing year-on-year growth of 26.4% and 26.7% respectively [3]. - The penetration rate of new energy vehicles in June was 45.8%, a decrease of 2.9 percentage points from the previous month, while the cumulative penetration rate for the first half of the year was 44.3% [3]. - The global power battery installation volume from January to May 2025 was 401.3 GWh, a year-on-year increase of 38.5%, with the top five companies holding a combined market share of 73.9% [3]. - In June 2025, the installation volume of lithium iron phosphate batteries reached 47.4 GWh, a year-on-year increase of 49.7%, accounting for 81.5% of the total installation volume [3]. Summary by Sections New Energy Vehicle Sales - In June 2025, NEV sales reached 1.329 million units, with pure electric vehicle sales at 859,000 units (up 40.4% year-on-year) and plug-in hybrid sales at 470,000 units (up 7.8% year-on-year) [3]. - Cumulatively, from January to June 2025, NEV production and sales were 6.968 million and 6.937 million units, reflecting year-on-year growth of 41.4% and 40.3% respectively [3]. Battery Installation Volume - The total power battery installation volume in June 2025 was 58.2 GWh, with a year-on-year increase of 35.9% [3]. - Cumulatively, from January to June 2025, the total installation volume was 299.6 GWh, representing a year-on-year growth of 47.3% [3]. Export Data - In June 2025, power battery exports reached 15.8 GWh, accounting for 65% of total exports, with a year-on-year increase of 16.6% [3]. - Cumulatively, from January to June 2025, power battery exports totaled 81.6 GWh, reflecting a year-on-year growth of 26.5% [3]. Investment Recommendations - The report suggests focusing on leading companies in the battery and materials sectors that show fundamental improvements, particularly those with technological and capacity advantages in solid-state electrolytes and new types of electrodes [3]. - Key investment targets include CATL, EVE Energy, Keda Technology, and others [3].

Group 1 - The report highlights a steady increase in domestic electrification rates and a strong recovery in European sales, with global sales expected to grow by 21% in 2025 and maintain over 15% growth in 2026 [2][3] - In 2025, domestic electric vehicle sales are projected to reach 5.61 million units, a year-on-year increase of 44%, with an annual growth forecast of 25% [2][5] - The report anticipates a robust demand for lithium batteries, with a revised growth estimate of over 30% in 2025 and nearly 20% in 2026, driven by strong energy storage policies and market dynamics [2][3] Group 2 - The report indicates that the profitability of the industry has begun to recover slightly, with leading companies starting to expand production in an orderly manner, while smaller firms continue to exit the market [2][3] - The report notes a significant disparity in profitability across different segments of the supply chain, with leading battery manufacturers maintaining high profit levels compared to second-tier manufacturers [2][3] - The solid-state battery technology is highlighted as a key area of focus, with advancements expected in sulfide-based materials and core equipment, indicating a rapid acceleration in industrialization [2][3] Group 3 - Investment recommendations emphasize focusing on leading lithium battery companies and those accelerating the industrialization of solid-state technologies, with specific companies identified for potential investment [2][3] - The report suggests that the lithium carbonate price has reached a bottom, making it favorable to invest in companies with quality resources [2][3] - The report identifies several companies in the solid-state battery sector that are expected to benefit from technological advancements and market demand [2][3]

Core Points - Shanghai Putailai New Energy Technology Co., Ltd. announced the release of share pledges by its controlling shareholder, Liang Feng, who holds 531,510,881 shares, accounting for 24.87% of the total share capital of 2,137,165,372 shares [1] - A total of 108,400,000 shares were released from pledge, representing 5.07% of the company's total share capital [1] - After the release, Liang Feng has 202,650,000 shares pledged, which is 38.13% of his total holdings and 9.48% of the company's total share capital [1] Summary by Sections Shareholder Information - Liang Feng directly holds 531,510,881 shares, which is 24.87% of the total share capital [1] - The release of 108,400,000 shares from pledge represents 20.39% of his total holdings [1] Pledge Details - Remaining pledged shares after the release amount to 202,650,000 shares [1] - The remaining pledged shares account for 38.13% of Liang Feng's total holdings and 9.48% of the company's total share capital [1] Disclosure Commitment - The company commits to timely information disclosure regarding any future pledge situations involving Liang Feng [1]

证券代码：603659 证券简称：璞泰来 公告编号：2025-055 公司于近日收到梁丰先生关于部分股份解除质押的通知，具体事项如下： | 股东名称 | 梁丰 | | --- | --- | | 本次解质股份 | 108,400,000 股 | | 占其所持股份比例 | 20.39% | | 占公司总股本比例 | 5.07% | | 解除质押时间 | 2025 年 7 月 10 日 | | 持股数量 | 直接持有 531,510,881 股 | | 持股比例 | 24.87% | | 剩余被质押股份数量 | 202,650,000 股 | | 剩余被质押股份数量占其所持股份比例 | 38.13% | | 剩余被质押股份数量占公司总股本比例 | 9.48% | 本次部分股份解除质押后，梁丰先生若存在后续质押情况，本公司将根据相 关法律法规要求及时履行信息披露义务。 特此公告。 上海璞泰来新能源科技股份有限公司 关于公司控股股东股份解除质押的公告 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相应法律责任。 重要内容提示： 上海璞泰来新能源 ...