德业股份发布关于调整2024年度利润分配总额和资本公积金转增股本总额的公告，主要内容如下：- 每 股派发现金红利2.6元（含税）不变，派发现金分红的总额调整为1679663986.00元（含税）。- 每股转 增0.4股不变，资本公积金转增股本总额调整为904434454股。- 调整原因是2022年股票期权激励计划可 行权的激励对象自主行权且完成股份过户登记，导致可参与权益分派的股份数发生变动。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 公司公告汇总：德业股份每股现金红利2.6元，每股转增股份0.4股，股权登记日为2025年6月12 日。 公司公告汇总：因股票期权激励计划行权，德业股份调整2024年度利润分配总额至1679663986.00 元，资本公积金转增股本总额至904434454股。 截至2025年6月6日收盘，德业股份（605117）报收于83.27元，较上周的82.38元上涨1.08%。本周，德 业股份6月6日盘中最高价报84.65元。6月3日盘中最低价报80.59元。德业股份当前最新总市值537.94亿 元，在光伏 ...

份上市日 Ａ股 2025/6/12 － 2025/6/13 2025/6/13 2025/6/13 证券代码：605117 证券简称：德业股份 公告编号：2025-048 宁波德业科技股份有限公司 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。 新增无限售 现金红利发 股份类别 股权登记日 最后交易日 除权（息）日 条件流通股 放日 ? 差异化分红送转： 否 一、 通过分配、转增股本方案的股东会届次和日期 本次利润分配及转增股本方案经公司2025 年 5 月 21 日的2024年年度股东会审议通过。 二、 分配、转增股本方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分 公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 本次利润分配及转增股本以方案实施前的公司总股本646,024,610股为基数，每股派发现 金 红 利 2.6 元 （ 含 税 ）， 以 资 本 公 积 金 向 全 体 股 东 每 股 转 增 0.4 股 ， 共 计 派 发 现 金 红 利 三、 相关日期 新增无限 ...

宁波德业科技股份有限公司 关于调整 2024 年度利润分配总额和资本公积金转增 股本总额的公告 证券代码：605117 证券简称：德业股份 公告编号：2025-047 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： ●调整情况：每股派发现金红利 2.6 元（含税）不变，派发现金分红的总额由 以资本公积金转增股本每股转增 0.4 股不变，资本公积金转增股本总额由 ●调整原因：自宁波德业科技股份有限公司（以下简称"公司"）2024 年度 利润分配及资本公积金转增股本方案披露之日起至本公告披露日，公司 2022 年 股票期权激励计划可行权的激励对象自主行权且完成股份过户登记，导致可参与 权益分派的股份数发生变动。公司拟维持每股分配及转增比例不变，相应调整分 配及转增总额。 一、调整前利润分配方案 公司于 2025 年 4 月 28 日经第三届董事会第十四次会议、第三届监事会第十 二次会议，2025 年 5 月 21 日经 2024 年年度股东大会，审议通过了《关于 2024 年度利润分配及资本公积金转增股本方案 ...

证券代码：605117 证券简称：德业股份 公告编号：2025-048 A 股每股现金红利2.6元 每股转增股份0.4股 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 新增无限售 条件流通股 | 现金红利发 | | --- | --- | --- | --- | --- | --- | | | | | | | 放日 | | | | | | 份上市日 | | | Ａ股 | 2025/6/12 | － | 2025/6/13 | 2025/6/13 | 2025/6/13 | 差异化分红送转： 否 宁波德业科技股份有限公司 2024年年度权益分派实施公告 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： 一、 通过分配、转增股本方案的股东会届次和日期 本次利润分配及转增股本方案经公司2025 年 5 月 21 日的2024年年度股东会审议通过。 二、 分配、转增股本方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分 公司（以下简称"中国结算上海分公司"） ...

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： ●调整情况：每股派发现金红利 2.6 元（含税）不变，派发现金分红的总额由 1,679,500,669.60 元（含税）调整为 1,679,663,986.00 元（含税）。 证券代码：605117 证券简称：德业股份 公告编号：2025-047 宁波德业科技股份有限公司 关于调整 2024 年度利润分配总额和资本公积金转增 股本总额的公告 以资本公积金转增股本每股转增 0.4 股不变，资本公积金转增股本总额由 904,346,514 股调整为 904,434,454 股。 ●调整原因：自宁波德业科技股份有限公司（以下简称"公司"）2024 年度 利润分配及资本公积金转增股本方案披露之日起至本公告披露日，公司 2022 年 股票期权激励计划可行权的激励对象自主行权且完成股份过户登记，导致可参与 权益分派的股份数发生变动。公司拟维持每股分配及转增比例不变，相应调整分 配及转增总额。 一、调整前利润分配方案 2,453,832,192.40 元，占本年度归属于上 ...

Group 1 - The battery ETF fund has seen a significant increase in trading volume, with a total transaction of 1.81 million yuan on a single day and an average daily transaction of 8.06 million yuan over the past year [3] - The fund's scale has grown by 47.82 million yuan in the past year, ranking it among the top two in terms of new scale compared to similar funds [3] - The fund's shares have increased by 10.5 million units in the last three months, making it the top performer in terms of new shares among comparable funds [3] Group 2 - The valuation of the index tracked by the battery ETF fund is at a historical low, with a latest price-to-book ratio (PB) of 2.82, which is lower than 84.79% of the time over the past five years, indicating a strong value proposition [3] - Del's announcement of a new investment cooperation agreement with the local government in Huzhou, Zhejiang Province, for a new lithium battery pilot and industrialization project, with a total planned investment of approximately 300 million yuan [3] - Guosen Securities reports that the solid-state battery industry is accelerating, with companies like BMW, Mercedes-Benz, and Chery conducting road tests for solid-state battery prototypes, and various firms making strides in solid-state battery production [3] Group 3 - As of May 30, 2025, the top ten weighted stocks in the CSI Battery Theme Index include CATL, Sungrow Power, Sanhua Intelligent Control, EVE Energy, Greeenmech, Xinwanda, Guoxuan High-Tech, Tianci Materials, Xian Dao Intelligent, and Deyang Co., accounting for 50.34% of the total index [4] - Investors without stock accounts can access battery industry investment opportunities through the battery ETF linked fund (016567) [4]

Investment Rating - The report maintains an "Increase" rating for the electric power equipment industry [1] Core Insights - The humanoid robot sector is expected to see significant growth, with a projected market size exceeding 15 trillion yuan and a production milestone of over 1 million units anticipated in 2025, driven by Tesla's leadership [9][10] - The electric vehicle market is experiencing a price war among manufacturers, with a projected annual sales growth of 30% [11] - The energy storage sector is poised for robust growth, particularly in emerging markets, with a compound annual growth rate (CAGR) of 20-40% expected from 2025 to 2028 [11] Industry Trends - The electric power equipment sector has shown varied performance, with nuclear power increasing by 3.8% and electric equipment declining by 2.44% in the recent week [5] - The humanoid robot industry is witnessing rapid advancements, including significant funding and product launches from various companies [5] - The energy storage market in the U.S. is projected to double its installation capacity in 2025, with significant contributions from large-scale projects [11][15] Company Highlights - Companies like CATL, BYD, and LONGi Green Energy are highlighted as key players with strong growth potential in their respective sectors [8] - Tesla's humanoid robot production is expected to ramp up significantly, with thousands of units planned for release by the end of the year [9] - The report emphasizes the importance of supply chain leaders in the humanoid robot sector, recommending companies involved in core components such as actuators and sensors [10] Investment Strategy - The report suggests a bullish outlook on the humanoid robot sector, recommending investments in leading suppliers and technology companies [9] - For the electric vehicle market, it highlights the importance of maintaining competitive pricing and anticipates continued sales growth [11] - In the energy storage sector, the report recommends focusing on companies that are well-positioned to benefit from emerging market demands and technological advancements [11]

证券代码：605117 证券简称：德业股份 公告编号：2025-046 宁波德业科技股份有限公司 关于使用部分暂时闲置募集资金购买理财产品到期 赎回的公告 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个别及连带责任。 重要内容提示： ●现金管理受托方：交通银行股份有限公司。 金额：万元 ●现金管理产品名称及期限：交通银行蕴通财富定期型结构性存款 188 天 （挂钩汇率区间累计型）。 ●履行的审议程序：宁波德业科技股份有限公司（以下简称"公司"）于 2024 年 7 月 18 日召开了第三届董事会第七次会议、第三届监事会第五次会议，审议 通过了《关于使用部分暂时闲置募集资金进行现金管理的议案》，同意公司及子 公司使用总额不超过人民币 100,000.00 万元（含本数）的暂时闲置募集资金进行 现金管理，用于购买安全性高、流动性好、不影响公司正常经营的保本型理财产 品，决议有效期自公司董事会审议通过之日起 12 个月内，在上述额度及期限内 可滚动使用。公司监事会已对该事项发表同意意见。保荐机构已出具同意的核查 意见。 公司于 2025 年 ...

Group 1 - The "China Listed Companies Value 100" list for 2024 highlights the importance of advanced manufacturing and AI innovation, high-quality development of private enterprises, and the cultivation of new consumption [1][2] - Yunnan Aluminum Co., Ltd. topped the list with a comprehensive score of 91.59, followed by Huayi Group, Beixin Building Materials, and COSCO Shipping Holdings [1] - The manufacturing sector leads with 67 listed companies, particularly in high-growth areas such as new energy, semiconductors, AI hardware, electronic manufacturing, and innovative pharmaceuticals [1] Group 2 - High-end liquor companies like Kweichow Moutai, Wuliangye, and Shanxi Fenjiu continue to rank on the list, while food and beverage companies like Haitian Flavoring and Dongpeng Special Drink achieve rapid growth through expanded sales channels [2] - The AI industry in China is projected to reach a scale of 269.7 billion yuan in 2024, with a compound annual growth rate of over 30% expected from 2025 to 2029 [2] - The "Data Asset Listed Companies Analysis Report" indicates that 100 companies disclosed data resource entries in their 2024 annual reports, with positive impacts on stock prices concentrated in high-relevance sectors like information technology [3]

Core Insights - The company reported a revenue of 11.21 billion yuan for 2024, representing a year-on-year increase of 49.8%, and a net profit attributable to shareholders of 2.96 billion yuan, up 65.3% year-on-year [1] - For Q1 2025, the company achieved a revenue of 2.57 billion yuan, a year-on-year increase of 36.2% but a quarter-on-quarter decrease of 19.6%, with a net profit of 710 million yuan, up 63.0% year-on-year and down 2.1% quarter-on-quarter [1] Group 1: Inverter Business - The inverter business generated revenue of 5.56 billion yuan in 2024, reflecting a year-on-year growth of 25.4%, with a gross margin of 47.8%, down 3.5 percentage points [2] - The total sales of inverters reached 1.3714 million units in 2024, with specific sales figures for storage inverters, string inverters, and micro-inverters being 540,600 units, 410,600 units, and 420,300 units, respectively, generating revenues of 4.38 billion yuan, 790 million yuan, and 350 million yuan [2] - The company launched a micro-storage inverter targeting the European market and expanded its offerings from household storage to commercial storage solutions, introducing 100kW-2MW storage solutions [2] Group 2: Energy Storage Battery Pack Business - The energy storage battery pack business saw rapid growth, achieving revenue of 2.45 billion yuan in 2024, a significant year-on-year increase of 177.2%, with a gross margin of 41.3%, up 7.4 percentage points [2] - The total shipment of energy storage battery packs reached 465,000 units in 2024, marking a year-on-year increase of 264.3% [2] - The company established a localized service team and improved its after-sales service system, setting up service centers in Southeast Asia, Europe, and Africa [2] Group 3: Investment Outlook - The company is projected to have EPS of 5.73, 6.95, and 8.54 for 2025, 2026, and 2027, respectively, with corresponding PE ratios of 15.6, 12.9, and 10.5 based on the closing price on May 21 [3]