Core Insights - Shanghai Pylon Energy Technology Co., Ltd. reported a solid performance in the first half of 2025, with product sales reaching 1,328 MWh and revenue of 1.149 billion yuan, alongside a net profit of 13.91 million yuan [2] - The company achieved a significant quarter-on-quarter sales increase of 131.17% in Q2 2025, with sales volume reaching 927 MWh [2] - Continuous investment in R&D, amounting to 159 million yuan (13.88% of total revenue), has been pivotal for the company's growth [2] Market Performance - In the international market, the company is experiencing structural improvement in overseas performance, attributed to the nearing end of the European destocking cycle and effective marketing investments [3] - Strategic partnerships with core customers and exploration of new business models are being pursued to unlock storage value [3] - The company’s home storage products and battery cells have received certifications in Japan, while its industrial storage systems have passed multiple certifications, leading to large-scale sales [3] Domestic Market Strategy - The company is advancing its market penetration through dual-track project development and product sales, covering various application scenarios including grid-side, industrial parks, off-grid storage, 5G base stations, and charging stations [3] - New liquid cooling storage products have been scaled in regions such as the Yangtze River Delta, Pearl River Delta, and Central China, marking breakthroughs in grid-side liquid cooling containers [3] - The company has successfully delivered lightweight power and sodium battery products in bulk, accelerating the replacement of lead-acid batteries [3]

Group 1 - The Shanghai Composite Index is at 3783.05 points, above the five-day moving average, with a change of 0.32% [1] - The total trading volume of A-shares today is 1,080.3 billion yuan [1] - A total of 276 A-shares have prices that have surpassed the five-day moving average, with notable stocks including San Chuan Wisdom, Ping Gao Co., and Tong Hui Electronics, showing divergence rates of 13.32%, 13.23%, and 9.93% respectively [1] Group 2 - The top three stocks with the highest divergence rates from the five-day moving average are: - San Chuan Wisdom (300066) with a price increase of 20.06% and a divergence rate of 13.32% [2] - Ping Gao Co. (688227) with a price increase of 19.99% and a divergence rate of 13.23% [2] - Tong Hui Electronics (833509) with a price increase of 16.85% and a divergence rate of 9.93% [2] - Other notable stocks include Ding Tai Gao Ke (301377) with a divergence rate of 8.41% and An Fu Technology (603031) with a divergence rate of 7.32% [2]

证券日报网讯 8月21日晚间，派能科技发布公告称，2025年半年度公司实现营业收入1，149，341， 740.60元，同比增长33.75%；归属于上市公司股东的净利润为13，911，743.04元，同比下降30.01%。 （文章来源：证券日报） ...

证券日报网讯 8月21日晚间，派能科技发布公告称，公司第三届监事会第二十次会议审议通过了《关于 及其摘要的议案》等多项议案。 （文章来源：证券日报） ...

2024年1至12月份，派能科技的营业收入构成为：储能行业占比97.65%，其他行业占比1.37%，其他业 务占比0.99%。 每经AI快讯，派能科技（SH 688063，收盘价：46.25元）8月21日晚间发布公告称，2025年上半年，公 司合并报表口径计提信用减值损失和资产减值损失合计人民币约4505万元，对公司合并报表利润总额影 响数为人民币约4505万元。本次计提资产减值损失和信用减值损失数据未经会计师事务所审计，最终以 会计师事务所年度审计确认的金额为准。 每经头条（nbdtoutiao）——核心产品净值仅剩7毛钱，昔日"公募一哥"任泽松怎么了？牛市踏空真相曝 光 （记者 曾健辉） 截至发稿，派能科技市值为113亿元。 ...

Core Viewpoint - The company reported a significant increase in revenue while experiencing a decline in net profit, indicating a mixed financial performance in the first half of the year [1] Financial Performance - The company achieved operating revenue of 1,149.34 million yuan, a year-on-year increase of 33.75% [1] - The net profit attributable to shareholders was 13.91 million yuan, a year-on-year decrease of 30.01% [1] Sales Performance - The product sales volume for the first half of 2025 reached 1,328 MWh, representing a year-on-year growth of 132.57% [1] - In the second quarter, the product sales volume was 927 MWh, showing a year-on-year increase of 188.84% and a quarter-on-quarter growth of 131.17% [1] Market Dynamics - The company benefited from a steady recovery in traditional international home storage markets and continuous growth in emerging market shipments [1] - The commercial energy storage shipment scale has consistently broken through, alongside rapid growth in sales of lightweight power businesses such as shared battery swapping and sodium battery start-stop power [1] Strategic Development - The company focused on strategic development goals across several core dimensions, including global market expansion, technological innovation breakthroughs, capacity operation upgrades, talent team building, and brand value enhancement [1] - This comprehensive approach led to a robust advancement in overall business and a significant enhancement of the company's comprehensive strength [1]

一、 监事会会议召开情况 上海派能能源科技股份有限公司（以下简称"公司"）第三届监事会第二十 次会议于 2025 年 8 月 21 日以现场结合通讯方式召开，本次会议通知及相关材料 已于 2025 年 8 月 11 日以电子邮件方式发出。本次会议由公司监事会主席郝博先 生主持，会议应出席监事 3 人，实际出席监事 3 人。本次会议的召集、召开和表 决程序符合《中华人民共和国公司法》（以下简称《公司法》）《中华人民共和国 证券法》（以下简称《证券法》）《上海证券交易所科创板股票上市规则》等相关 法律、行政法规、规范性文件及《上海派能能源科技股份有限公司章程》的有关 规定。 二、 监事会会议审议情况 与会监事审议表决通过以下事项： （一） 审议通过了《关于<2025 年半年度报告>及其摘要的议案》 监事会认为：公司《2025 年半年度报告》及其摘要的编制和审议程序符合 相关法律、法规、规范性文件及公司内部管理制度的有关规定，报告及其摘要内 容真实、准确、完整、公允地反映了公司的财务状况和实际经营情况，不存在任 何虚假记载、误导性陈述或者重大遗漏。公司监事会同意《2025 年半年度报告》 及其摘要的内容。 表决结果 ...

证券代码：688063 证券简称：派能科技 公告编号：2025-055 关于 2025 年半年度计提资产减值准备的公告 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、准确性和完整性依法承担法律责任。 一、计提减值准备的情况概述 根据《企业会计准则》和上海派能能源科技股份有限公司（以下简称"公司"） 会计政策的相关规定，为客观、公允地反映公司截至2025年6月30日的财务状况 和2025年半年度的经营成果，公司及子公司对截至2025年6月30日合并范围内可 能存在减值损失的各项资产进行了评估和分析，本着谨慎性原则，公司对相关资 产进行了减值测试并计提了相应的减值准备。2025年上半年，公司计提各类信用 及资产减值损失合计人民币45,048,366.77元，具体如下： | | | | 单位：人民币 元 | | --- | --- | --- | --- | | 项目 | 2025 | 年半年度计提金额 | 备注 | | | | | 应收票据坏账损失、应收 | | 信用减值损失 | | 25,520,904.82 | 账款坏账损失、其他应收 | | | | | ...

Core Viewpoint - Shanghai Pylontech Energy Technology Co., Ltd. has developed a comprehensive action plan for 2025 aimed at enhancing quality, efficiency, and returns, reflecting confidence in the industry outlook and long-term investment value [1] Group 1: Business Performance - The company achieved operating revenue of 1,149.34 million yuan, a year-on-year increase of 33.75%, with product sales volume reaching 1,328 MWh, up 132.57% year-on-year [3] - The second quarter saw a significant sales volume increase of 188.84%, indicating a recovery trend in sales momentum [3] - Key drivers for growth include the recovery of overseas inventory cycles, the release of demand in emerging markets, and the company's precise market development strategies [3] Group 2: Technological Innovation - The company has a strong focus on R&D, with a 2025 first-half expenditure of 159.48 million yuan, accounting for 13.88% of operating revenue [6] - The product range covers various storage applications, including home storage, commercial storage, and lightweight power systems, demonstrating adaptability to different market needs [6][13] - The company has made significant technological breakthroughs, including the launch of new energy storage systems and solutions tailored for various complex environments [7][13] Group 3: Operational Upgrades - The company has implemented lean management principles and digital transformation to enhance capacity utilization and optimize supply chain efficiency [4] - Talent acquisition and development strategies have been put in place, including a multi-level training system and diverse incentive mechanisms to build a high-quality talent pool [4] Group 4: Governance and Compliance - The company emphasizes the importance of a sound corporate governance structure and effective internal control systems, aligning with relevant laws and regulations [8][9] - It has established a value management system to enhance investment value and protect the rights of investors and stakeholders [16] Group 5: Investor Relations - The company maintains a strong commitment to investor communication, conducting performance briefings and engaging with institutional and individual investors to enhance market understanding [17][19] - A cash dividend of 4.50 yuan per share was declared, totaling approximately 107.71 million yuan, reflecting a high payout ratio of 262.03% of the net profit attributable to shareholders [16]

公司代码：688063 公司简称：派能科技 上海派能能源科技股份有限公司 上海派能能源科技股份有限公司2025 年半年度报告摘要 第一节 重要提示 规划，投资者应当到 www.sse.com.cn 网站仔细阅读半年度报告全文。 公司已在本报告中详细阐述公司在经营过程中可能面临的各种风险，敬请查阅本报告第三节"管 理层讨论与分析"中"四、风险因素"相关的内容。请投资者予以关注，注意投资风险。 完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 无 □适用 √不适用 上海派能能源科技股份有限公司2025 年半年度报告摘要 境内非 浙江旭派动力科技有 国有法 0.65 1,597,438 0 0 无 0 限公司 人 招商银行股份有限公 司－南方中证 1000 其他 0.64 1,579,730 0 0 无 0 交易型开放式指数证 券投资基金 上述股东关联关系或一致行动的 公司未知上述其他股东之间是否存在关联关系，也未知其 说明 是否属于一致行动人关系。 表决权恢复的优先股股东及持股 不适用 数量的说明 □适用 √不适用 □适用 √不适用 □适用 √不适用 □适用 √不适用 上海派能能源科技股 ...