Core Viewpoint - Boliview (688345.SH) announced that its actual controller and chairman, Mr. Zhang Zhiping, along with his concerted actions, plan to reduce their holdings in the company due to funding needs [1] Summary by Category Shareholding Reduction - Mr. Zhang Zhiping intends to reduce his shareholding by no more than 2.35% of the total share capital, which amounts to a maximum of 2,375,600 shares [1] - The concerted action entity, Boguan Juliyi, plans to reduce its holdings by no more than 0.25% of the total share capital, equating to a maximum of 257,800 shares [1] - Another concerted action entity, Qiaogeli, aims to reduce its holdings by no more than 0.40% of the total share capital, totaling a maximum of 401,000 shares [1]

Core Viewpoint - The company Boliview (688345.SH) announced plans for share reduction by its actual controller and chairman Zhang Zhiping, along with his concerted actors, due to personal funding needs [1] Group 1: Share Reduction Details - Zhang Zhiping plans to reduce his holdings by up to 2.35% of the total share capital, which amounts to a maximum of 2.3756 million shares [1] - The concerted actor Boguan Juliy intends to reduce its holdings by up to 0.25% of the total share capital, equating to a maximum of 257,800 shares [1] - The concerted actor Qiaogeli plans to reduce its holdings by up to 0.40% of the total share capital, which corresponds to a maximum of 401,000 shares [1]

Core Viewpoint - The company, Boliwei (688345), announced that its actual controller and chairman, Zhang Zhiping, along with his concerted parties, plan to reduce their holdings by a total of no more than 3% of the company's shares through centralized bidding or block trading [1] Summary by Relevant Categories Company Actions - The actual controller and chairman, Zhang Zhiping, along with his concerted parties, will reduce their holdings [1] - The reduction will be executed through centralized bidding or block trading methods [1] Shareholder Impact - The planned reduction involves a total of no more than 3% of the company's shares [1]

证券代码：688345 证券简称：博力威 公告编号：2025-034 广东博力威科技股份有限公司 股东减持股份计划公告 本公司董事会、全体董事及相关股东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。 截至本公告披露日，广东博力威科技股份有限公司（以下简称"公司"）本 次拟减持的股东持股情况如下：公司实际控制人、董事长张志平先生直接持有公 司股份 1,987.50 万股，占公司总股本的比例为 19.65%；控股股东、实际控制人 的一致行动人珠海博广聚力企业管理合伙企业（有限合伙）（以下简称"博广聚 力"）和珠海乔戈里企业管理合伙企业（有限合伙）（以下简称"乔戈里"）分别 持有公司股份 375 万股，占公司总股本的比例分别为 3.71%。以上持股均为公司 首次公开发行前取得的股份，该部分股份已于 2024 年 6 月 11 日起上市流通。 减持计划的主要内容 因自身资金需求，公司实际控制人、董事长张志平先生及其一致行动人博广 聚力和乔戈里计划通过集中竞价交易方式或大宗交易方式减持其所持有的公司 股份。张志平先生拟减持股份数量合计不超过 237.5 ...

Core Viewpoint - The company announced a plan for share reduction by its actual controller and chairman, Zhang Zhiping, along with his associates, due to personal funding needs [1] Group 1: Share Reduction Details - Zhang Zhiping plans to reduce his holdings by up to 2.35% of the total share capital, which amounts to a maximum of 2.3756 million shares [1] - The associate, Boguan Juliyi, intends to reduce his holdings by up to 0.25% of the total share capital, equating to a maximum of 257,800 shares [1] - Another associate, Qiaogeli, plans to reduce his holdings by up to 0.40% of the total share capital, which is a maximum of 401,000 shares [1] Group 2: Implementation Timeline - The share reduction plan will be implemented within three months starting from 15 trading days after the announcement date [1]

Group 1 - The article discusses the launch of a tour focusing on leading companies in the household storage and portable energy storage battery sectors, organized by Qidian Lithium Battery and Qidian Energy Storage, with plans to visit over 50 companies and hold a technology forum in Shenzhen on September 26, 2025 [3][19]. - The company Boliview is focusing on lightweight battery business with a "three-horse carriage + dual-wheel drive" strategy, which includes electric assist bike batteries, electric motorcycle batteries, and energy storage batteries, while also exploring consumer electronics applications [6][10]. - Boliview's energy storage products cover a wide range of needs, including household storage, portable storage, commercial energy storage cells, and PACK systems [6]. Group 2 - Boliview reported a significant increase in revenue for the first quarter, with operating income reaching 620 million yuan, a year-on-year growth of 73.36%, and a net profit attributable to shareholders of 12.64 million yuan, up 161.18% [9]. - The energy storage business of Boliview showed positive growth in the first half of the year, with accelerated shipment of energy storage products due to tariff adjustments in the U.S. and fluctuations in overseas market demand [11]. - Boliview has launched the "Golden Cudgel" battery cell, which utilizes an industry-leading full-tab technology and has gained attention in the small storage market [14]. Group 3 - Boliview aims to deepen its focus on niche markets and differentiate itself in the competitive landscape of the energy storage industry, particularly in small power and storage sectors [16]. - The company is expanding its overseas operations, with a factory under construction in Indonesia, which is expected to help reduce costs and enhance global market share [16].

Core Viewpoint - The article focuses on the upcoming 2025 lithium battery national research and interview activities, aiming to highlight good brands and discover quality energy storage products [1]. Group 1: Research Activities - The research activities will include visits to various companies in the lithium battery sector, with a detailed schedule from August 4 to August 22, 2025, covering regions such as Shenzhen, Dongguan, and Huizhou [5]. - The research will involve factory visits, company introductions by executives, and discussions on industry trends and collaboration opportunities [4]. Group 2: Participating Companies - Notable companies targeted for interviews include BYD, CATL, and EVE Energy, among others, indicating a focus on leading players in the lithium battery industry [5][6]. Group 3: Sponsorship Opportunities - Sponsorship options are available for companies wishing to participate, with benefits including advertising placements and participation in the research activities [6].

Core Viewpoint - The electric bicycle market in Southeast Asia is experiencing rapid growth, driven by government incentives and increasing market demand, presenting opportunities for Chinese brands like Yadea, Aima, and Tailg to expand their presence in the region [2][3]. Market Overview - China has over 350 million electric two-wheelers, indicating limited future growth domestically, while Southeast Asia has a motorcycle household penetration rate of 75%, significantly higher than the global average of 29% [3]. - The ASEAN electric two-wheeler market is projected to reach USD 1.0778 billion in 2024 and grow to USD 2.232 billion by 2030, with a compound annual growth rate (CAGR) of 12.90% from 2025 to 2030 [3]. Government Policies - Southeast Asian governments are implementing favorable policies to encourage the transition from fuel to electric vehicles, such as zero tariffs on electric motorcycle imports in the Philippines and a target for 25% of two-wheel sales to be electric in Vietnam by 2030 [6]. - Vietnam plans to establish 10,000 public charging points to support the adoption of electric motorcycles, although the lack of standardized charging infrastructure may hinder penetration rates [6]. Competitive Landscape - Traditional fuel motorcycle manufacturers like Honda, Yamaha, and Suzuki dominate the market but are slow to transition to electric, creating opportunities for Chinese electric two-wheeler manufacturers to enter Southeast Asia [9][10]. - Chinese brands are investing in local production facilities in countries like Indonesia, Vietnam, and Thailand, with Yadea already operating over 400 stores in Vietnam [10]. Consumer Preferences - Southeast Asian consumers prioritize economic practicality, reliable range, and affordable pricing when choosing electric two-wheelers, which aligns with the strengths of Chinese manufacturers in cost control and supply chain integration [12]. - The demand for electric motorcycles with a range of over 100 kilometers and low maintenance costs is significant, especially in regions with challenging climates and infrastructure [14]. Industry Trends - The development of battery swapping models is seen as a key trend in the electric motorcycle market, similar to the initial growth path of electric vehicles in China [12]. - The focus on practical and economical solutions in Southeast Asia contrasts with the emphasis on lightweight and high energy density in the European and American markets [13].

Core Viewpoint - Guangdong Boliv Technology Co., Ltd. has reported a significant decline in revenue and an increase in losses for the year 2024, primarily due to factors such as inventory destocking by downstream enterprises, falling raw material prices, and provisions for bad debts [1][19]. Group 1: Financial Performance - The company achieved a revenue of 184,399.25 million yuan in 2024, a decrease of 17.48% compared to the previous year [19]. - The net profit for the company was -9,661.33 million yuan, representing a 186.01% increase in losses year-on-year [19]. - The main reasons for the losses include decreased market demand due to inflation and competition, as well as increased provisions for bad debts [19][20]. Group 2: Product Performance - The company primarily engages in the research, manufacturing, and sales of lithium-ion batteries, with a reported revenue decline of 21.95% in 2024 [1]. - The revenue from light vehicle lithium-ion batteries decreased by 7.15%, while sales volume increased, indicating that price reductions were not offset by volume increases [8]. - The sales revenue for consumer electronic batteries dropped significantly, with a unit price decrease of 30.59% leading to a revenue decline [9][10]. Group 3: Market Trends - The lithium battery industry has seen rapid growth, with production expected to reach 1,170 GWh in 2024, although the growth rate is slowing [3]. - The export volume of lithium batteries is projected to increase in 2024 after a slight decline in 2023, indicating a recovery in demand [3]. - The competitive landscape in the lithium battery market is intensifying, with increased production capacity and price pressures affecting profitability [20][21]. Group 4: Industry Comparisons - Compared to peers, the company's revenue and gross margin changes reflect differences in product structure and market focus [14][15]. - For instance, while the company experienced a revenue decline, competitors like Xinwanda reported a 17.05% increase in revenue, highlighting the impact of product diversification [14][16]. - The company’s gross margin was lower than the industry average, indicating challenges in maintaining profitability amidst competitive pressures [14][18]. Group 5: Future Outlook - The company anticipates a recovery in the lithium battery market, driven by new policies and increasing demand for electric vehicles and consumer electronics [20][21]. - The first quarter of 2025 showed signs of improvement, with a significant increase in revenue from storage batteries, indicating potential for recovery [22][23]. - The company is focusing on optimizing production capacity and expanding into new markets to enhance profitability [22][23].

关于上海证券交易所 《关于对广东博力威科技股份有限公司 2024 年 年度报告的信息披露监管问询函》的核查意见 大信备字[2025]第 5-00022 号 大信会计师事务所（特殊普通合伙） WUYIGE CERTIFIED PUBLIC ACCOUNTANTS LLP. 大信会计师事务所（特殊普通合伙） 关于广东博力威科技股份有限公司 2024 年年报问询函相关问题的核查意见 大信备字[2025]第 5-00022 号 上海证券交易所科创板公司管理部： 广东博力威科技股份有限公司（以下简称"公司"或"博力威"）于近日收 到上海证券交易所科创板公司管理部下发的《关于广东博力威科技股份有限公司 2024 年年度报告的信息披露监管问询函》（上证科创公函【2025】0213 号，以下 简称"问询函"）。根据问询函年审会计师对涉及发表意见的问题进行了核查， 现就问询函所涉及问题回复如下： 在本问询函相关问题的核查意见中，若合计数与各分项数值相加之和或相乘 在尾数上存在差异，均为四舍五入所致。 问题 1.关于经营业绩 公司主要从事锂离子电池研发、制造与销售，2024 年公司实现营业收入 18.44 亿元，同比减少 17. ...