证券代码：603787 证券简称：新日股份 公告编号：2025-055 江苏新日电动车股份有限公司 关于诉讼事项的进展公告 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个别及连带责任。 重要内容提示： 是否会对上市公司损益产生负面影响：鉴于本案诉讼结果存在不确定性， 对公司本期及后期是否有影响需要以法院最终判决和相应的执行情况为准，尚无法 做出准确预判。 一、诉讼的基本情况 江苏新日电动车股份有限公司（以下简称"公司"）与浙江南都电源动力股份 有限公司（以下简称"南都电源"）存在合同纠纷，向无锡市中级人民法院提交了 《民事起诉状》，公司于 2023 年 2 月收到无锡市中级人民法院的《受理案件通知书》 （案号：【2023】苏 02 民初 53 号），于 2025 年 1 月收到法院民事判决书。其后， 公司与南都电源均不服一审判决，向江苏省高级人民法院提起上诉（案号：【2025】 苏民终 395 号）。 本次诉讼涉及的电池为以前年度 B 端客户采购车辆所用锂电池，对应车型均为 特殊定制。因电池质量问题产生的损失集中在 B 端客户，根据与 ...

Group 1 - The company, Xinri Electric Vehicle Co., Ltd., is involved in a contract dispute with Nandu Power Supply, with the case being sent back for retrial [1] - The amount in dispute is approximately 565 million RMB [1] - The court has refunded the appeal fees paid by both parties, with Xinri Electric Vehicle receiving 2.3734 million RMB and Nandu Power Supply receiving 542,200 RMB [1]

Core Viewpoint - The article discusses the impact of the new national standards on the electric vehicle (EV) industry, particularly focusing on two-wheeled electric vehicles and the implications for battery technology and safety requirements [2][4][5]. Group 1: Industry Overview - The new national standards for electric vehicles were implemented on December 1, 2023, leading to significant changes in the industry [4]. - The electric vehicle market in China has grown to over 420 million units, with two-wheeled electric motorcycles alone exceeding 380 million [4][5]. - The standards aim to enhance safety and performance in the electric vehicle sector, addressing issues that have arisen from the rapid growth of the industry [6][10]. Group 2: Safety and Technical Requirements - Safety is the primary concern under the new standards, which include requirements for electrical and mechanical safety [10]. - The standards necessitate the use of lithium batteries, with a focus on safety features such as Battery Management Systems (BMS) and temperature performance [7][10]. - Key battery types include lithium iron phosphate batteries as the preferred choice, while ternary lithium batteries are gradually being phased out [7][10]. Group 3: Application Scenarios - The article outlines various application scenarios for electric vehicles, including commuting, logistics, and shared mobility, each with specific requirements for battery performance and safety [7][8]. - In logistics, the demands on battery performance are higher due to more rigorous usage conditions compared to personal use [8]. - The standards also emphasize the need for intelligent systems in electric vehicles, such as remote monitoring and safety alarms [10]. Group 4: Industry Challenges and Future Directions - The industry faces challenges such as cost pressures, temperature performance issues, and the need for integration and innovation in battery technology [12][13]. - Collaboration between battery manufacturers and vehicle producers is essential for addressing safety, reliability, and durability in various application scenarios [12][13]. - The future direction of the industry will focus on policy guidance, integration of supply chains, and the development of sustainable business models [13].

Group 1 - The core viewpoint of the article highlights the performance of Jiangsu New Energy Electric Vehicle Co., Ltd. in the motorcycle sector, indicating a decline in production but a significant increase in sales [1] - In October 2025, Jiangsu New Energy Electric Vehicle Co., Ltd. produced 19,849 motorcycles, representing a year-on-year decrease of 4.75% [1] - The sales volume for the same period was 22,353 units, showing a year-on-year increase of 36.83%, resulting in a production-sales ratio of 112.62% [1] Group 2 - The article references a comprehensive market assessment and development strategy analysis report for the motorcycle industry in China from 2026 to 2032, published by Zhiyan Consulting [1] - A list of relevant companies in the motorcycle industry is provided, including Qianjiang Motorcycle, Xinlong Health, Zhenghe Industrial, and others [1] - Zhiyan Consulting is described as a leading industry consulting firm in China, specializing in in-depth industry research reports and providing tailored consulting services [1]

Core Viewpoint - The Jiangsu Provincial High Court has ruled on a contractual dispute between Nandu Power and Xinri Co., determining that the original trial overlooked the participation of relevant parties, leading to the annulment of the first-instance civil judgment by the Wuxi Intermediate People's Court and remanding the case for retrial [1] Summary by Sections - The court has ordered the return of the second-instance case acceptance fees paid by both parties, amounting to 2.3734 million yuan for Xinri Co. and 542,200 yuan for Nandu Power [1]

Event Overview - The 2025 (10th) Qidian Lithium Battery Industry Annual Conference and Lithium Battery Golden Ding Award Ceremony will be held on December 18-19, 2025, in Shenzhen, marking the 10th anniversary of Qidian Lithium Battery and Qidian Research [1][4] - The theme of the event is "New Cycle, New Technology, New Ecology," focusing on discussions around new materials, processes, technologies, and the evolving industry landscape [1][4] Event Structure - The event includes a main conference and a user-side energy storage and battery technology forum, featuring various specialized sessions [1][4][6] - Key topics include advancements in cylindrical battery technology, battery innovation, new materials, and applications in energy storage [4][6][8] Key Participants - The event will host numerous industry leaders and experts, including representatives from major companies such as CATL, BYD, and BASF, among others [3][10] - Sponsorship and speaking opportunities are provided by various companies, indicating strong industry support and engagement [1][3] Awards and Recognition - The Lithium Battery Golden Ding Award aims to recognize outstanding brands and contributions to the new energy battery industry, promoting innovation and sustainable development [17] - The award ceremony will take place on December 19, 2025, during the evening banquet [18] Registration and Participation - Registration for the event is priced at 2888 RMB per person, which includes access to the conference, meals, and industry white papers [18]

Group 1 - The shared bicycle concept sector declined by 1.58%, ranking among the top declines in the concept sector, with significant drops from companies like Xinlong Health, New Day Shares, and Shanghai Phoenix [1] - Among the shared bicycle stocks, only two saw price increases, with Keli Yuan and Boshi Jie rising by 1.54% and 1.07% respectively [1] - The sector experienced a net outflow of 197 million yuan in principal funds, with eight stocks seeing net outflows, and five stocks exceeding 10 million yuan in outflows, led by Xinlong Health with a net outflow of 76.34 million yuan [2] Group 2 - The top net outflow stocks in the shared bicycle concept included Xinlong Health (-10.05%), Siwei Tuxin (-0.49%), and Zhongbei Communication (-0.13%), with respective outflows of 76.34 million yuan, 75.22 million yuan, and 22.89 million yuan [2] - Conversely, the stocks with the highest net inflows included Keli Yuan (1.54%), Hemei Group (-1.00%), and Boshi Jie (1.07%), with net inflows of 11.94 million yuan, 4.87 million yuan, and 1.45 million yuan respectively [2]

Group 1 - The new national standard for electric bicycles has been implemented since December, enforcing a speed limit of 25 km/h that cannot be unlocked [1] - Manufacturers face strict penalties for violating the new regulations, leading to the complete closure of speed unlocking channels [1] - Multiple electric bicycle brands confirm that the speed limit is secured by a triple anti-tampering mechanism, making it impossible to unlock [1] Group 2 - The new standard includes built-in Beidou positioning systems in electric bicycles to monitor speed, replacing previous brand-specific navigation systems [1] - Industry insiders indicate that consumers needing higher speeds must switch to electric motorcycles, which require a license and registration [1] - Due to price increases in electric bicycles, some users may consider directly purchasing electric motorcycles instead [1]

Core Viewpoint - The implementation of the new national standard for electric bicycles has led to a rise in prices and a shift in market dynamics, with stricter regulations affecting manufacturers and consumer choices [4][10][16]. Market Situation - The current market for new standard electric bicycles shows limited variety, with few models available and no promotional activities [11][12]. - Prices for electric bicycles have increased by approximately 200-300 yuan, with examples like the Aima "Little Golden Bean" model rising from around 2000 yuan to 2300 yuan [10][12]. - Sales performance varies by store, with some reporting normal sales while others have not sold any new standard models [12]. Speed Limit and Compliance - New standard electric bicycles cannot unlock speed limits, with a maximum speed of 25 km/h enforced through multiple anti-tampering measures [8][9]. - Manufacturers have closed loopholes for speed modification due to strict penalties, and any attempts to enhance speed would compromise compliance and registration [8][9]. Material and Design Changes - The new standard mandates reduced plastic usage, requiring manufacturers to use more aluminum and magnesium alloys, which increases production costs [10][16]. - The design changes have led to improved material quality, with many components now made from fire-retardant materials [10]. Industry Dynamics - The new standard is expected to reshape the industry, favoring larger manufacturers with better cost structures and market shares, while smaller companies may struggle to comply [16][17]. - The market may experience a cooling period followed by a resurgence as consumers adapt to the new regulations and seek compliant products [16]. Consumer Behavior - Some consumers still prefer older models due to their longer range and larger size, but these models are becoming scarce and more expensive [14][15]. - The demand for electric motorcycles may increase as consumers seeking higher speeds transition away from electric bicycles [16].

资金流入比率方面，信隆健康、赫美集团、爱玛科技等流入比率居前，主力资金净流入率分别为 52.08%、7.54%、4.52%。（数据宝） 共享单车概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 002105 | 信隆健 康 | 9.95 | 7.01 | 11116.12 | 52.08 | | 002356 | 赫美集 团 | 0.24 | 10.03 | 4213.26 | 7.54 | | 603529 | 爱玛科 技 | -0.77 | 0.66 | 750.29 | 4.52 | | 603787 | 新日股 份 | 5.03 | 5.33 | 384.80 | 2.20 | | 301608 | 博实结 | 0.13 | 1.78 | 249.96 | 4.10 | | 600679 | 上海凤 凰 | 1.18 | 5.06 | 71.05 | 0.28 | | 600818 | 中路股 | ...