证券代码：603659 证券简称：璞泰来 公告编号：2025-076 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：深圳市新嘉拓自动化技术有限公司（以下简称"深圳新嘉拓"）、四 川紫宸科技有限公司（以下简称"四川紫宸"），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"）的控股子公司江苏嘉拓新能源智能装备股份有限公司（以下简称"嘉拓智能"） 为其全资子公司深圳新嘉拓提供的担保及璞泰来为全资子公司四川紫宸提供的担保，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：本次因公司子公司深圳新嘉拓、四川紫宸授信事宜，嘉 拓智能与兴业银行股份有限公司深圳分行签署了《最高额保证合同》，公司与中信银行股份有限公司成 都分行签署了《最高额保证合同》，本次嘉拓智能为深圳新嘉拓提供担保金额为20,000万元，公司为四 川紫宸提供担保金额为15,000万元。本次担保事项后，扣除已履行到期的担保， ...

强强对话 携手共进 图片 | 杨汝青 共探未来发展新机遇 文案 | 代芯瑜 近日，上海璞泰来新能源科技股份有限公司、上海锦源晟新能源材料集团有限公司董事长梁丰一行莅临四川天力锂能，天力锂能集团股份有限公司董事长王瑞庆及相关领导携公司研发技术团队接 座谈会上，双方围绕新能源电池材料领域的前沿技术、产业发展趋势以及潜在合作机会进行了深入探讨，为行业发展注入新活力。 王瑞庆董事长介绍了天力锂能在研发技术、生产、产业链协同等方面的优势，多维度阐释四川天力作为天力锂能"三足鼎立，四方联动"发展态势中的重要一环，在磷酸铁锂材料领域的发展思路与 随后，王瑞庆董事长及四川天力相关领导陪同璞泰来一行前往公司生产车间与研发楼参观，详细介绍了公司磷酸铁锂产品体系、生产工艺及应用市场等方面内容。 在参观交流中，双方均表示，未来将进一步加强沟通与协作，整合优势资源，探索开展深度合作的可能性，携手推动新能源电池材料行业的技术进步与产业升级，为新能源产业的蓬勃发展贡献力 未来，天力锂能将持续联动行业上下游企业携手共进，塑造新优势，打造新动能，助力行业迈向新的发展高度。 ...

证券代码：603659 证券简称：璞泰来 公告编号：2025-076 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：深圳市新嘉拓自动化技术有限公司 （以下简称"深圳新嘉拓"）、四川紫宸科技有限公司（以下简称"四川紫 宸"），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"）的控股子公司江苏嘉拓新能源智能装备股份有限公司（以下 简称"嘉拓智能"）为其全资子公司深圳新嘉拓提供的担保及璞泰来为全资子 公司四川紫宸提供的担保，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：本次因公司子公司深圳新 嘉拓、四川紫宸授信事宜，嘉拓智能与兴业银行股份有限公司深圳分行签署了 《最高额保证合同》，公司与中信银行股份有限公司成都分行签署了《最高额 保证合同》，本次嘉拓智能为深圳新嘉拓提供担保金额为20,000万元，公司为 四川紫宸提供担保金额为15,000万元。本次担保事项后，扣除已履行到期的担 保， ...

Core Insights - The report highlights breakthroughs in solid-state battery technology by leading companies such as EVE Energy, Putailai, and Xiamen Tungsten, benefiting from advancements in the energy storage sector [1][3] - A new supply-demand cycle is anticipated in the industry, emphasizing the importance of leading companies and flexible strategies [2] Group 1: Solid-State Battery Developments - EVE Energy's solid-state battery research institute in Chengdu has unveiled the "Longquan No. 2" all-solid-state battery, featuring a capacity of 10Ah and an energy density of 300Wh/kg, aimed at humanoid robots [1][3] - The Chengdu facility is being constructed in two phases, with the first phase expected to be completed by December 2025, achieving a manufacturing capacity of 60Ah batteries [3] - The solid-state battery industry aims to reach an energy density of 400Wh/kg and 1000Wh/L by 2025, accelerating the industrialization process [3] Group 2: Energy Storage Market Growth - Global energy storage battery shipments are projected to reach 258GWh in the first half of 2025, representing a year-on-year increase of 106% [1][4] - Chinese companies dominate the global energy cell shipment rankings, holding all top ten positions and accounting for 91.2% of the global market share [1][4] - Emerging overseas markets, such as Saudi Arabia, Australia, and Chile, have seen Chinese companies secure 199 new overseas energy storage orders, totaling over 160GWh, a year-on-year growth of 220.28% [4] Group 3: Photovoltaic and Silicon Industry Insights - The Chinese energy storage sector continues to gain global market share, with companies like CATL, Sungrow, EVE Energy, and others benefiting from this trend [4] - The Ministry of Industry and Information Technology has issued a plan to eliminate "involution" competition in the photovoltaic sector, promoting orderly development and capacity management [4][5] - China's polysilicon production reached 596,000 tons in the first half of 2025, with GCL-Poly's granular silicon cash cost dropping to 25.31 yuan/kg, potentially leading to profitability by August-September [5]

Group 1: Solid-State Battery Developments - The solid-state battery concept is gaining traction in the A-share market, with multiple listed companies responding to investor inquiries [1] - Hai Muxing is supplying lithium metal high-energy density solid-state battery production line equipment to Xinjie Energy and is also providing sulfide solid-state battery pilot line equipment to a leading global new energy technology company [1] - Huafeng Co., in collaboration with a research team, is developing a new type of solid-state battery that integrates polymer technology with fluorination advantages, achieving significant performance improvements in laboratory tests [1] Group 2: Innovations and Collaborations - Putailai has developed innovative products suitable for solid-state battery sulfide systems, including high-strength, high-elongation alloy foils and perforated copper foils, which are currently undergoing customer evaluations [2] - Sifang Optoelectronics emphasizes the need for thermal runaway monitoring in solid-state batteries to meet safety regulations, offering thermal runaway monitoring sensor products that can adapt to relevant scenarios [2] - Changan Automobile is investing heavily in research and development, aiming to validate solid-state battery installation by 2026 and gradually achieve mass production by 2027, targeting an energy density of 400 Wh/kg [2]

Group 1 - The lithium battery sector has become a new choice for short-term capital, with significant stock price increases observed on September 5, where the Wind Power Battery Index rose by 9.64% [1] - The performance of various segments within the lithium battery industry shows a clear divergence, with the negative electrode materials and electrolyte sectors experiencing substantial revenue growth, while the positive electrode materials and lithium battery separators lagged behind [2][4] - The electrolyte sector demonstrated the most notable improvement in performance, with average revenue growth of 20.77% and net profit growth of 35.4% among the 11 sample companies analyzed [5][6] Group 2 - The core material, lithium hexafluorophosphate, showed significant performance improvements, with revenue growth of 16.07% and net profit growth of 40.87% [5] - Despite a decline in sales prices, the sales volume of electrolytes increased significantly, leading to a rise in sales revenue [5][6] - The negative electrode materials sector also saw revenue growth of 25.62% and net profit growth of 119.19%, although some companies faced challenges with declining profit margins [8][9] Group 3 - The positive electrode materials and separators faced weaker performance, with net profit declines of 54.38% and 1.3% respectively, indicating a broader trend of profit margin compression across the industry [9][10] - The overall trend shows that while some companies are experiencing revenue growth, many are struggling with declining profit margins, suggesting that the price bottom for lithium battery materials has not yet been reached [10] - The mixed operations of lithium battery companies complicate the reflection of industry conditions in their performance, as many companies engage in multiple segments [11][12]

Core Viewpoint - The AI Fund Dongfang New Energy Vehicle Theme Mixed Fund (400015) reported a profit of 391 million yuan for the first half of 2025, with a weighted average profit per fund share of 0.0946 yuan, and a net value growth rate of 4.59% during the reporting period [2]. Fund Performance - As of September 3, the fund's unit net value was 2.411 yuan, with a one-year cumulative net value growth rate of 57.84%, ranking 41 out of 169 comparable funds [2][5]. - The fund's three-month net value growth rate was 25.30%, ranking 56 out of 171 comparable funds, and the six-month growth rate was 10.29%, ranking 120 out of 171 [5]. Valuation Metrics - As of June 30, 2025, the fund's weighted average price-to-earnings (P/E) ratio was approximately 35.38 times, lower than the industry average of 36.17 times. The weighted average price-to-book (P/B) ratio was about 2.64 times, compared to the industry average of 2.99 times, and the weighted average price-to-sales (P/S) ratio was approximately 2.21 times, lower than the industry average of 2.5 times [10]. Growth Indicators - For the first half of 2025, the fund's weighted average revenue growth rate was 0.07%, and the weighted average net profit growth rate was 0.04%, with a weighted annualized return on equity of 0.07% [17]. Fund Composition and Holdings - As of June 30, 2025, the fund had a total scale of 7.858 billion yuan and held 1.0692 million investors, with individual investors holding 99.82% of the shares [32][35]. - The fund's top ten holdings included companies such as Ningde Times, Huichuan Technology, and BYD, with a concentration exceeding 60% for the top ten holdings over the past two years [40].

Group 1 - The graphite electrode sector saw a rise of 5.26%, ranking 8th among concept sectors, with 23 stocks increasing in value, including Shangtai Technology and Putailai hitting the daily limit [1] - Notable gainers in the sector included Beiterui, Daoshi Technology, and Yicheng New Energy, which rose by 19.03%, 10.29%, and 9.09% respectively [1] - The sector experienced a net inflow of 9.62 billion yuan from main funds, with 17 stocks receiving net inflows, and 8 stocks exceeding 50 million yuan in net inflow [2] Group 2 - Shangtai Technology led the net inflow with 1.98 billion yuan, followed by Putailai, Shanshan Co., and Suotong Development with net inflows of 1.77 billion yuan, 1.56 billion yuan, and 861.67 million yuan respectively [2] - The top stocks by net inflow ratio included Shangtai Technology, Longjiang Transportation, and Yunmei Energy, with ratios of 19.19%, 11.45%, and 11.11% respectively [3] - The trading performance of key stocks in the graphite electrode sector showed significant activity, with Shangtai Technology and Putailai both achieving notable price increases and trading volumes [4]

Group 1 - The company plans to change its name from "Shanghai Putailai New Energy Technology Co., Ltd." to "Shanghai Putailai New Energy Technology Group Co., Ltd." to reflect its diversified business operations and enhance management structure [10][11]. - The name change aims to strengthen investor and partner confidence, optimize resource integration, and expand the industry chain, aligning with the company's future development strategy [10][11]. Group 2 - The company proposes to increase the guarantee limit for its wholly-owned subsidiary, Guangdong Zhuogao, to meet its funding needs for capacity expansion in the coating diaphragm sector, with a proposed additional guarantee amount not exceeding 550 million yuan [12][12]. - The current guarantee limit for the subsidiary is 96 million yuan, and the proposed increase will help improve its financial operating capacity [12]. Group 3 - The company has established a remuneration and assessment management system for its directors and senior management to enhance management efficiency and governance structure [14]. - The remuneration system is designed to align with the company's operational performance and industry standards, ensuring fairness and long-term benefits [15][16]. Group 4 - The company has developed a selection system for accounting firms to improve the quality of financial information disclosure and protect shareholder interests [22]. - The selection process for accounting firms requires approval from the audit committee and the board of directors, ensuring transparency and compliance with relevant laws [23][24].

Core Viewpoint - The company has developed innovative products suitable for solid-state battery sulfide systems, including high-strength, high-elongation alloy foils, ultra-strong foils, and mesh perforated copper foils, which are currently undergoing customer evaluation [1] Group 1 - The company is advancing in the development of solid-state battery technology with a focus on sulfide systems [1] - The newly developed products include high-strength and high-elongation alloy foils, as well as ultra-strong and mesh perforated copper foils [1] - The company's silicon-carbon anodes and solid-state battery automation equipment are also compatible with sulfide systems [1]