Group 1 - The core point of the article is that Funeng Technology has received a project designation notification from a leading domestic new energy commercial vehicle customer, with supply expected to start in 2026 based on the customer's sales forecast and arrangements [2] Group 2 - The announcement indicates a significant step for the company in securing contracts within the new energy vehicle sector, highlighting its growing influence in the industry [2] - The confidentiality of the customer's identity suggests a competitive landscape where major players are strategically aligning with suppliers [2] - The timeline for supply starting in 2026 indicates long-term planning and commitment from both the company and the customer, reflecting confidence in future market demand [2]

Core Viewpoint - Company has received project designation notification from a leading domestic new energy commercial vehicle client, indicating a breakthrough in the application of its SPS lithium iron phosphate battery in the new energy commercial vehicle sector [1] Group 1: Project Developments - The company will start supplying batteries in 2026 based on the client's sales forecast and arrangements [1] - The designated project will utilize SPS super soft pack lithium iron phosphate batteries, which are a key product for the company [1] - The notification does not constitute a supply agreement, and there are uncertainties regarding the final order due to necessary quality tests and client evaluations [1] Group 2: Production Capacity - The company has launched production lines for its "Ganzhou 30GWh new energy battery project (Phase I)" and "Guangzhou 30GWh power battery production base project (Phase I 15GWh)" with steadily increasing capacity utilization and product yield [2] - The company anticipates that 2025 will mark the year of large-scale shipments of its SPS lithium iron phosphate battery products [2] - The company has also received a component designation notification from GAC Group for a vehicle model, which will also use SPS super soft pack lithium iron phosphate batteries [2] Group 3: Strategic Changes - In May, the company underwent a change in control, with its major shareholder shifting from Hong Kong Funi to Guangzhou Industrial Investment Holding Group, which is expected to provide comprehensive support in various strategic areas [2] Group 4: Technological Advancements - The company is advancing its all-solid-state battery technology, with a pilot line expected to be completed by the end of 2024, aiming for a production capacity of 0.2GWh [3] - The company plans to expand all-solid-state battery capacity to GWh level by 2026 based on customer feedback and strategic planning [3] - The company envisions a coexistence of liquid batteries, semi-solid batteries, and all-solid-state batteries in the market, each suited for different application scenarios [3]

Core Viewpoint - Company received a project designation notification from a leading domestic new energy commercial vehicle customer, indicating increased market recognition for its SPS battery products [1] Group 1 - The company will begin supplying its products in 2026 based on the customer's sales forecast and arrangements [1] - The project model will utilize lithium iron phosphate power batteries designed with the Super Punch Solution (SPS) [1] - This notification signifies a breakthrough for the company's SPS lithium iron phosphate power batteries in the new energy commercial vehicle sector [1]

孚能科技（688567.SH）8月14日在投资者互动平台表示，公司半固态电池已完成向全球头部物流无人 机客户送样，目前进展顺利。 每经AI快讯，有投资者在投资者互动平台提问：贵公司的固态电池或半固态电池目前有没有与无人机 企业合作。或已经开始供货。 （记者 谭玉涵） ...

Core Viewpoint - Company received a project confirmation from a leading domestic new energy commercial vehicle customer, indicating a significant market recognition for its SPS battery products [1] Group 1 - The project is set to commence supply in 2026 based on the customer's sales forecast and arrangements [1] - The vehicle model will utilize the Super Punch Solution (SPS) design for lithium iron phosphate power batteries [1] - This notification signifies a breakthrough for the company's SPS lithium iron phosphate batteries in the new energy commercial vehicle sector [1]

证券代码：688567 证券简称：孚能科技 公告编号：2025-045 孚能科技（赣州）股份有限公司 关于收到国内某新能源商用车客户定点通知的 自愿性披露公告 孚能科技（赣州）股份有限公司（以下简称"公司"）于近日收到国内某头 部新能源商用车客户（基于保密要求，无法披露其名称，以下简称"客户"）的 项目定点通知。根据客户销售预测和安排，公司将于 2026 年开始供货。 二、对公司的影响 项目车型将采用基于 SPS 超级软包动力电池解决方案（Super Punch Solution） 设计的磷酸铁锂动力电池。本次收到客户的定点通知，标志着公司 SPS 电池产 品的市场认可度进一步提升，也标志着公司 SPS 磷酸铁锂动力电池在新能源商 用车领域进一步突破。 三、风险提示 定点通知不是供货协议，尽管公司和客户都有履约能力，但最终的项目进展 情况、销售情况尚存在不确定性。该项目为客户定制项目，从项目定点到成功量 产，需要经过产品质量测试、客户考核等诸多环节，最终能否获得客户订单具有 不确定性，对公司本年度经营业绩无重大影响。敬请广大投资者谨慎决策，注意 投资风险。 孚能科技（赣州）股份有限公司董事会 2025 年 8 ...

格隆汇8月14日丨孚能科技(688567.SH)在投资者互动平台表示，公司半固态电池已完成向全球头部物流 无人机客户送样，目前进展顺利。 ...

Group 1 - The core point of the article is that Funeng Technology (688567) has received a project confirmation notice from a leading domestic new energy commercial vehicle customer, indicating an upcoming supply contract starting in 2026 [1] - The project will utilize lithium iron phosphate batteries designed based on the SPS super soft pack power battery solution, highlighting the increasing market recognition of the company's SPS battery products [1]

Core Viewpoint - Company received a project designation notification from a leading domestic new energy commercial vehicle client, indicating a significant market recognition for its SPS lithium iron phosphate battery solution [1] Group 1 - The company will begin supplying batteries starting in 2026 based on the client's sales forecast and arrangements [1] - The project model will utilize the SuperPunchSolution (SPS) design for lithium iron phosphate batteries [1] - This notification marks a further breakthrough for the company's SPS lithium iron phosphate batteries in the new energy commercial vehicle sector [1]

Core Viewpoint - The company has received a project confirmation notice from a leading domestic new energy commercial vehicle customer, indicating a significant step forward in the market recognition of its SPS lithium iron phosphate battery solutions [1] Group 1: Project Details - The company will begin supplying batteries in 2026 based on the customer's sales forecast and arrangements [1] - The project model will utilize the SPS super soft package power battery solution designed with lithium iron phosphate technology [1] Group 2: Market Impact - The receipt of the project confirmation notice signifies an enhancement in the market acceptance of the company's SPS battery products [1] - This development marks a further breakthrough for the company's SPS lithium iron phosphate power batteries in the new energy commercial vehicle sector [1]