证券代码：688411 证券简称：海博思创 公告编号：2025-051 北京海博思创科技股份有限公司 股票交易异常波动公告 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。 重要内容提示： 北京海博思创科技股份有限公司（以下简称"公司"）股票价格于 2025 年 11 月 11 日、11 月 12 日、11 月 13 日连续三个交易日内日收盘价格涨幅偏离 值累计超过 30%。根据《上海证券交易所交易规则》、《上海证券交易所科创板股 票异常交易实时监控细则》的有关规定，属于股票交易异常波动情形。 经公司董事会自查及发函问询控股股东及实际控制人，截至本公告披露 日，不存在应披露而未披露的重大信息。 公司股价短期波动幅度较大，敬请广大投资者注意投资风险，理性决策， 审慎投资。 一、股票交易异常波动的具体情况 公司股票交易于 2025 年 11 月 11 日、11 月 12 日、11 月 13 日连续三个交易 日内日收盘价格涨幅偏离值累计超过 30%。根据《上海证券交易所交易规则》、 《上海证券交易所科创板股票异常交易实时监控细则》 ...

Core Viewpoint - The company announced that its stock price experienced an abnormal fluctuation, with a cumulative increase of over 30% in closing prices over three consecutive trading days in 2025 [1] Group 1: Stock Performance - The stock price deviation is classified as an abnormal fluctuation [1] - The company conducted a self-examination and inquired with its controlling shareholder and actual controller, confirming normal production and operations [1] Group 2: Disclosure and Information - There are no undisclosed significant information or media reports affecting the stock price identified during the abnormal fluctuation period [1] - The company's directors, supervisors, and actual controllers did not engage in buying or selling the company's stock during the period of abnormal fluctuation [1] Group 3: Investor Advisory - The company reminds investors to be aware of stock price fluctuation risks and to invest rationally [1]

Core Points - Haibo Sichuang (SH:688411) experienced a stock price surge, reaching a closing price of 378.16 yuan, marking a 20.00% increase [1] - The company's total market capitalization is reported at 68.104 billion yuan [1]

Core Insights - The energy storage sector is experiencing significant growth, with multiple companies reaching their daily price limits, indicating strong market interest and investor confidence [1] Company Developments - Haibo Sichuang has reached a historical high with a 20% price limit increase after announcing a strategic cooperation agreement with CATL [1] - The agreement stipulates that Haibo Sichuang will purchase a total of no less than 200 GWh of electricity from CATL between 2026 and 2028, ensuring a steady supply [1] Market Trends - Other companies in the energy storage sector, such as Shangneng Electric, Hongying Intelligent, Tongrun Equipment, and Aotexun, also hit their daily price limits, reflecting a broader bullish trend in the industry [1] - Tianhong Lithium Battery is approaching a 30% price limit increase, further indicating strong market momentum in the energy storage space [1]

Core Viewpoint - Haibo Sichuang is accelerating its globalization strategy, making significant strides in the EMEA energy storage market with new projects in Greece, Estonia, Lithuania, Côte d'Ivoire, and Zimbabwe, thereby enhancing its global strategic layout and driving energy transition [3][4][6]. Group 1: Global Expansion - The company has signed a 45MWh independent energy storage project with a leading renewable energy firm in Greece, marking its entry into the Southern European market [4]. - In the Baltic region, multiple energy storage projects of 7MWh, 20MWh, and 5MWh have been established in Estonia and Lithuania, providing flexible storage and regulation capabilities for the regional grid [4]. - A strategic partnership with Swedish developer Repono aims to advance a total of 1.4GWh of grid-level energy storage projects by 2027, highlighting the company's commitment to exploring energy storage potential in Europe [4]. Group 2: Technological Innovation - The company has invested over 660 million yuan in R&D over the past three and a half years, with 224 million yuan spent in the first three quarters of 2025, resulting in 500 authorized intellectual properties, including 83 invention patents [7]. - Key technologies such as BMS, EMS, and PCS are all developed in-house, with the latest liquid-cooled string inverter achieving a power density of 2.5kW/L and an efficiency of 99.3%, setting a new industry benchmark [8]. - The integration of AI technology into energy storage systems has enhanced operational efficiency and customer experience, particularly in international projects where technical personnel deployment is challenging [8]. Group 3: Financial Performance - For the first three quarters of 2025, the company reported revenue of approximately 7.913 billion yuan, a year-on-year increase of 52.23%, and a net profit of about 623 million yuan, up 98.65% year-on-year [9]. - Overseas revenue surged by 3195.7% to 298 million yuan by mid-2025, becoming a new growth engine for the company [9]. - The company has participated in over 300 energy storage projects globally, with a cumulative deployment scale exceeding 40GWh, indicating a robust international presence [9].

格隆汇11月13日｜海博思创与宁德时代将在电池及系统产品供应合作，摩根士丹利称这证实了全球对储 能的强劲需求以及高端产品的短缺，并表明宁德时代在储能价值链中的冠军地位。重申对宁德时代A股 的超配评级，对宁德时代A股目标价为490元人民币。 ...

Group 1: Company Announcements - Zhejiang Dongri clarifies that it is not involved in "brain-computer interface" business [1] - Sanyuan Co. introduces seasonal product "milk candy hawthorn," which has a minimal revenue contribution [1] - Century Huatong plans to repurchase shares worth between 500 million to 1 billion [1] Group 2: Project Investments - Yongrong Co. intends to establish a subsidiary to build a 100 MW photovoltaic power station [1] - Weigao Medical plans to invest in a production base for all-cotton water-jet non-woven fabric [1] - Fuchun Environmental plans to invest in a combined heat and power project in Yicheng, Hubei [1] - Haibo Co. aims to invest in high-end components for flywheel energy storage [1] Group 3: Contract Awards - Longjian Co. wins a construction project worth 483 million [1] - Zhejiang Jiaoke is part of a consortium that aims to win a new urbanization project along the Fuchun River [1] - Dash Smart wins the intelligent project for the new Hong Kong Port inspection building [1] Group 4: Equity Transfers - Aerospace Intelligent Equipment plans to transfer 100% equity of its wholly-owned subsidiary Hangzhou Xuanyu [1] Group 5: Shareholding Changes - Aoxing Packaging's controlling shareholder plans to reduce holdings by up to 1.91% [2] - Aipeng Medical's Zhang Hong selected No. 1 intends to reduce holdings by up to 2% [2] - Ruimaite's senior executive Chen Bei plans to reduce holdings by up to 1.76% [3] - Changlian Co.'s director and general manager Xu Feng plans to reduce holdings by up to 206,520 shares [3] Group 6: Other Notable Events - Peking University Pharmaceutical's chairman and president Xu Xiren has been arrested on criminal charges [3] - Haibo Co. signs a strategic cooperation agreement with CATL, committing to procure no less than 200 GWh of electricity over the next three years [3]

Core Insights - Haibo Shichuang has signed a ten-year strategic cooperation agreement with CATL, effective from January 1, 2026, to December 31, 2035, aimed at integrating core advantages and achieving resource optimization and mutual benefits [1] - The company has shifted its focus to the energy storage sector, having divested from power battery and electric vehicle leasing businesses, and has established a comprehensive application layout covering large-scale storage, industrial and commercial storage, household storage, and multi-load scenarios [1] - The partnership with CATL is a deepening of an existing relationship, as CATL has been the largest supplier for Haibo Shichuang from 2021 to 2023, ensuring supply security through long-term procurement agreements [1] Cooperation Details - The agreement stipulates that Haibo Shichuang will procure no less than 200 GWh of electricity from CATL from January 1, 2026, to December 31, 2028, with annual updates on cooperation goals [2] - Both companies will explore innovations in business models and supply chain collaboration, including the establishment of an energy storage project industry fund and a comprehensive management platform for development, investment, operation, and maintenance [2] - A working group will be formed to facilitate communication and coordination of specific business matters, ensuring the effective implementation of the cooperation [2] Growth Drivers - The growth for Haibo Shichuang in 2025 is expected to be driven by three main factors: the long-term growth trend of domestic energy storage, rapid expansion in overseas markets, particularly in North America, Europe, and Southeast Asia, and the development of new application scenarios such as high-power charging combined with energy storage [3]

Core Points - Company signed a strategic cooperation agreement with CATL, covering the period from January 1, 2026, to December 31, 2035 [2] - The agreement includes an annual review of cooperation goals, with updates to be confirmed through memorandums [2] - Company commits to purchasing a total of no less than 200 GWh of electricity from CATL during the first phase of the agreement, from January 1, 2026, to December 31, 2028 [2]

Core Viewpoint - The strategic cooperation agreement between Haibo Technology and CATL aims to secure a stable supply of battery cells amid a competitive market, addressing the current shortage in the energy storage sector [2][5][8]. Group 1: Strategic Cooperation Agreement - Haibo Technology signed a 10-year strategic cooperation agreement with CATL to enhance supply chain stability and maintain industry leadership [5]. - The agreement stipulates that Haibo Technology will procure a minimum of 200 GWh of battery cells from CATL between January 2026 and December 2028 [5]. - Both companies will update their cooperation goals annually and confirm them through a memorandum [5]. Group 2: Market Context and Company Performance - The energy storage cell market is currently facing a "chip shortage," with leading battery manufacturers operating at full capacity and orders extending into early next year [8]. - Haibo Technology has emerged as a top player in the global energy storage market, ranking third in new installations and first in the domestic market for cumulative installations and contracted projects [6]. - The company's stock has seen significant growth, with an increase of over 360% in less than six months, reflecting strong market confidence [8].