其次是介绍新控股公司茵地乐相关信息： 茵地乐深耕锂电粘结剂领域，主营 PAA 类锂电水性粘结剂 ，二者联盟原因在于可将双方资金与技 术相结合，用来拓展领域，如负极材料的前驱体化工合成原料等。 最后是针对一些事项进行解答：日播时尚此交易表面属关联交易，但方璞泰来并没有直接参与本次重组交易，属于市场化行为；茵地乐评估值 为 20.05 亿元，但纵向与横向对比需要区分看待；并且日播时尚当前的资金实力也具备支付能力，不会构成资金压力。 01 两度加码锂电领域 日播时尚坚持进军锂电引来行业好奇，近日也在业绩说明会中披露了更详细的信息。 业绩说明会主要围绕四大方面展开论述，首先是介绍跨界原因：主业务发展遇到瓶颈，寻求更多业务面，借势而行。 近年来受到主观和客观因素影响，原有主营业务增长较乏力，未来成长性不确定，公司管理层决定一方面提高运营能力，一方面优化生产技术 及工艺进行产品升级，也让 2025 年 Q1 经营有些许改善。 在 2023 年公司迎来了控制权变更，新实控人梁丰也是锂电企业璞泰来实控人，为日播时尚跨界打下基础，恰逢去年新"国九条"的出台，在 此背景下，日播时尚推出重大资产重组方案，力求形成"时尚女装 + 锂 ...

Core Viewpoint - The article highlights significant developments in the energy storage sector, particularly focusing on the strategic partnerships formed by companies like Yuneng Mofang and Putailai, which are expanding their market presence in Japan and Europe amidst changing trade dynamics and tariffs [1][5]. Group 1: Yuneng Mofang's Strategic Moves - Yuneng Mofang signed a strategic procurement agreement with Japan's Noah to supply a total of 2GWh of grid frequency regulation energy storage systems and 1,000 energy storage charging piles [1]. - The grid frequency regulation energy storage system utilizes advanced control technology that supports multiple grid regulation modes, achieving a reduction in frequency adjustment time by over 50ms [3]. - The energy storage charging piles feature an integrated design with a maximum storage capacity of 209kWh and a maximum charging power of 200kW, capable of fast charging 3 to 5 vehicles [3]. Group 2: Market Growth and Opportunities - Japan's energy storage market is experiencing rapid growth, with an annual growth rate exceeding 40%, and projections indicate over 30GW of confirmed investment in grid-side storage projects by 2030 [4]. - BNEF forecasts a compound annual growth rate of approximately 117.5% for Japan's energy storage market over the next six years, indicating substantial opportunities for companies like Yuneng Mofang [4]. - Other companies, including CATL and Trina Solar, are also accelerating their expansion into the Japanese market, highlighting a competitive landscape [4]. Group 3: Putailai's European Expansion - Putailai announced a memorandum of cooperation with Germany's MOLL to collaborate on a sodium-ion battery factory project, targeting an annual production capacity of 500MWh to 1GWh [6]. - The collaboration will encompass OEM services, equipment supply, and materials supply, indicating a strategic move to enhance production capabilities in the energy storage sector [6]. - Putailai's export revenue to the U.S. is relatively low, suggesting that the impact of U.S. tariffs on its business operations is minimal, allowing the company to focus on expanding its overseas market presence [8].

Group 1 - Trina Solar has sufficient inventory of battery components in the U.S. and expects costs to remain unaffected by the new tariffs, ensuring the ability to meet market demand for the remainder of the year [1] - The imposition of tariffs may lead to a price increase for products, but it is expected to positively impact the profit margins of the battery component inventory in the U.S. [1] - The company's joint venture TOPCon battery component factory in Indonesia is not affected by the anti-dumping measures in Southeast Asia, and the relatively low tax rate for Indonesia provides a competitive advantage [1] Group 2 - Sichuan Energy Development Group, the controlling shareholder of Chuan Investment Energy, plans to increase its stake in the company by investing between 500 million to 1 billion yuan over the next 12 months [2] - The share buyback will not have a price range and will be executed based on stock price fluctuations and overall market trends, indicating confidence in the company's future [2] Group 3 - Purtai's subsidiary, Euro Jiatou, has signed a memorandum of cooperation with Germany's MOLL, covering the entire project lifecycle from product development to mass production [3] - MOLL aims to establish a sodium-ion battery factory in Germany with a production capacity target of 500 MWh to 1 GWh, while Euro Jiatou will provide necessary equipment and services [3] - This collaboration marks a significant advancement in Purtai's overseas market strategy and is expected to enhance the company's competitiveness and influence in the global renewable energy market [3]

Core Viewpoint - The company has signed a Memorandum of Understanding (MoU) with MOLL Batterien GmbH to collaborate on the development and production of sodium-ion batteries, marking a significant step in its overseas strategy and enhancing its capabilities in the international market [1][7]. Group 1: MoU Background - The MoU was signed in response to customer demands, with the company establishing a sales service team in Europe to provide localized solutions [1]. - MOLL is a well-known German manufacturer of starter batteries with over 75 years of production experience, focusing on battery innovation [1]. Group 2: Project Overview - MOLL plans to build a sodium-ion battery factory in Germany, targeting an annual production capacity of 500 MWh to 1 GWh, aimed at the energy storage sector [2]. Group 3: Scope of Cooperation - The company will provide OEM services, including process design for battery electrode production, equipment for electrode processing, and prototype development [3]. - Comprehensive support will be offered for the successful construction and operation of the sodium-ion battery factory, including research and development of sample equipment, production equipment supply, technical training, and after-sales service [4]. - The company will supply various materials necessary for the production of sodium-ion batteries, ensuring MOLL receives optimal products in terms of performance, quality, and cost-effectiveness [5]. Group 4: Duration and Termination - The MoU is effective for 24 months from the date of signing, unless terminated early by mutual agreement [6]. Group 5: Impact on the Company - The signing of the MoU represents a significant advancement in the company's overseas strategy, indicating the establishment of a strong overseas performance capability and high recognition from international clients for its "materials + equipment" solution model [7]. Group 6: Response to Market Changes - The company is closely monitoring international trade environment changes, particularly the recent "reciprocal tariff" policy announced by the U.S., which has a minimal direct impact on its business due to low export revenue to the U.S. [9]. - Future strategies will focus on exploring collaborative service models in overseas markets, integrating materials and equipment services, and enhancing the company's competitive edge in the global landscape [9].

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。 证券代码：603659 证券简称：璞泰来 公告编号：2025-018 上海璞泰来新能源科技股份有限公司 关于与海外客户签订合作备忘录的自愿性披露公告 近期，上海璞泰来新能源科技股份有限公司（以下简称"公司"）控股子公 司Katop Automation Europe GmbH（以下简称"欧洲嘉拓"）与德国MOLL Batterien GmbH（以下简称"MOLL"）签订《合作备忘录》，双方合作将涵盖从产 品开发到批量生产的项目全生命周期展开合作，具体情况如下： 一、《合作备忘录》签署背景 2023年以来，为快速响应客户需求，公司在欧洲等海外地区组建了销售服务 团队，致力于为海外客户提供良好的本地化解决方案。MOLL Batterien GmbH是一 家知名的德国启动电池制造商，拥有超过75年的生产经验，专门生产符合 OE 标准 的最高品质产品，并致力于电池创新。 鉴于MOLL计划在2025-2026年建设一个钠离子电池工厂，为充分发挥双方优势， 欧洲嘉拓与MOLL于近期完成了《合 ...

证券代码：603659 证券简称：璞泰来 公告编号：2025-017 上海璞泰来新能源科技股份有限公司 截至公示期满，公司监事会未收到任何员工对本次拟激励对象提出异议。 2、公司监事会对本次拟激励对象的核查方式 公司监事会核查了本次拟激励对象的名单、身份证件、拟激励对象与公司签订的劳动合同、拟激励对象 在公司担任的职务和其任职文件及相关信息。 二、监事会核查意见 监事会关于公司2025年股票期权激励计划 激励对象名单的审核及公示情况说明的公告 本公司监事会及全体监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、公示情况及核查方式 根据《上市公司股权激励管理办法》（以下简称"《管理办法》"）的有关规定，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3月25日召开第四届董事会第三次会议及第四届监事会第三 次会议，审议通过了《关于〈上海璞泰来新能源科技股份有限公司2025年股票期权激励计划（草案）〉 及其摘要的议案》等相关议案，并对2025年股票期权激励计划拟激励对象的姓名和职务在公司内部进行 了公示。根据《管理办法》和《上海璞 ...

证券代码：603659 证券简称：璞泰来 公告编号：2025-017 上海璞泰来新能源科技股份有限公司 监事会关于公司 2025 年股票期权激励计划 激励对象名单的审核及公示情况说明的公告 本公司监事会及全体监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。 根据《上市公司股权激励管理办法》（以下简称"《管理办法》"）的有关规 定，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 3 月 《关于 <上海璞泰来新能源科技股份有限公司 ensp="ensp" 年股票期权激励计划="年股票期权激励计划" 草="草"> 案）>及其摘要的议案》等相关议案，并对 2025 年股票期权激励计划拟激励对 象的姓名和职务在公司内部进行了公示。根据《管理办法》和《上海璞泰来新 能源科技股份有限公司章程》等的有关规定，公司监事会结合公示情况对《上 海璞泰来新能源科技股份有限公司 2025 年股票期权激励计划（草案）》（以下简 称"《激励计划（草案）》"、"本激励计划"）拟激励对象名单进行了核查， 相关公示情况及核查意见如下： 公司除在上海证券交易所网 ...

证券代码：603659 证券简称：璞泰来 公告编号：2025-017 上海璞泰来新能源科技股份有限公司 监事会关于公司 2025 年股票期权激励计划 激励对象名单的审核及公示情况说明的公告 本公司监事会及全体监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、公示情况及核查方式 根据《上市公司股权激励管理办法》（以下简称"《管理办法》"）的有关规 定，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 3 月 25 日召开第四届董事会第三次会议及第四届监事会第三次会议，审议通过了 《关于<上海璞泰来新能源科技股份有限公司 2025 年股票期权激励计划（草 案）>及其摘要的议案》等相关议案，并对 2025 年股票期权激励计划拟激励对 象的姓名和职务在公司内部进行了公示。根据《管理办法》和《上海璞泰来新 能源科技股份有限公司章程》等的有关规定，公司监事会结合公示情况对《上 海璞泰来新能源科技股份有限公司 2025 年股票期权激励计划（草案）》（以下简 称"《激励计划（草案）》"、"本激励计划"）拟激励对象名单进行了核查， 相关公示 ...

高能密、高倍率、高安全、超快充等性能要求下，锂电池行业由"量变"转向"质变"的发展路径进一步明显。进行锂电池技术创新与迭代，是 锂电各个细分环节实现"质变"的主要途径。 目前，锂电池技术创新可分为"电池结构技术创新"和"电池材料技术创新"。电池结构技术创新包括CTP等系统结构创新、大圆柱及短刀等电 芯结构创新、全极耳等工艺结构发展以及半/全固态等新技术创新等；电池材料技术创新则包括正极材料、负极材料、隔膜、电解液、铜箔、 导电剂、粘结剂等材料的创新升级。 其中在负极材料端， 硅基负极是较为明确的技术创新路线，已有多家企业进行技术与产业化的布局，目前正处于放量前夕。 01 硅基负极VS石墨负极： 比容量高、快充性能优异 当前锂电市场主要以石墨负极为主，天然石墨及人造石墨合计占市场份额达到98%甚至更高。 其中天然石墨成本较低、首次库伦效率高，但膨胀率较高、循环寿命较低、电解液相容性差、安全性一般，实际比容量340mAh/g左右。 人造石墨同样具有较高的首次效应，循环寿命优异大于1000次，相较于天然石墨安全性更高，成本由于工艺成熟性，目前处于较低水平。 但人造石墨的问题在于比容量已接近理论天花板370mAh/g ...

Core Viewpoint - The PVDF concept sector has shown a significant increase of 1.84%, leading the market in terms of growth, with notable stocks such as Heimao Co., Jinming Precision Machinery, and Sanmei Co. experiencing substantial gains [1][2]. Market Performance - The PVDF concept sector ranked first in today's market performance, with 12 stocks rising, including Heimao Co. (+6.83%), Jinming Precision Machinery (+5.82%), and Sanmei Co. (+3.09%) [1][2]. - Other notable sectors included Noise Control (+1.57%) and Camping Economy (+1.54%), while sectors like Combustible Ice and Controlled Nuclear Fusion saw declines of -1.62% and -1.15%, respectively [2]. Capital Flow - The PVDF concept sector attracted a net inflow of 144 million yuan, with eight stocks receiving significant capital inflows. Heimao Co. led with a net inflow of approximately 52.89 million yuan [2][3]. - Other companies with notable net inflows included Juhua Co. (48.30 million yuan), Jinming Precision Machinery (22.38 million yuan), and Putailai (11.17 million yuan) [2][3]. Capital Inflow Ratios - Heimao Co., Jinming Precision Machinery, and Juhua Co. had the highest net inflow ratios at 11.43%, 10.01%, and 7.81%, respectively [3]. - The detailed capital inflow data for the top stocks in the PVDF concept sector indicates varying performance, with Heimao Co. showing a daily increase of 6.83% and a turnover rate of 5.21% [3].