Core Viewpoint - The export control measures on lithium batteries by the Ministry of Commerce have minimal impact on the company's current operations, as the majority of its exported battery products are not included in the restricted list [2] Group 1: Impact Assessment - The company's main export products are not part of the export control measures, ensuring that direct export operations remain unaffected [2] - The company's Turkish facility has successfully ramped up its 6GWh capacity, providing a stable supply for overseas markets and reducing reliance on domestic exports [2] - The export control measures do not prohibit the export of related products; eligible companies can continue their export activities by completing the necessary application and reporting procedures [2]

格隆汇10月21日丨孚能科技(688567.SH)在投资者互动平台表示，公司经营情况正常，业绩情况请关注 公司定期报告。关于商务部锂电池出口管制措施对公司的影响，经公司梳理评估，该措施对公司当前经 营活动几乎无重大影响，主要原因如下：（一）从管制范围看，公司现阶段出口的电池产品，绝大部分 未纳入本次出口管制的物项清单，核心出口品类不在受限范围内，直接出口业务未受实质性制约； （二）从产能布局看，公司土耳其基地6GWh产能已顺利完成产能爬坡，该基地作为当前海外市场中稀 缺的具备稳定大批量供货能力的优质电池产能，可有效保障海外客户的订单交付需求，进一步降低对国 内直接出口的依赖；（三）从政策性质看，本次出口管制措施并非禁止相关产品出口，符合条件的企业 按规定完成申请报备程序后，即可正常开展出口业务，公司已提前梳理相关流程，做好业务衔接准备。 后续公司将持续关注出口管制政策的动态变化，结合海外市场需求与自身产能布局，确保出口业务平稳 推进。 ...

Core Viewpoint - The collaboration between the company and Xiaopeng on flying cars is progressing smoothly, with the company having secured key components for the project [2] Group 1: Company Collaboration - The company has obtained high-pressure power batteries, high-pressure connectors, and low-pressure connectors for Xiaopeng's next-generation prototype [2] - The interaction indicates that the company is actively engaged in the development of flying cars in partnership with Xiaopeng [2]

Group 1 - The core viewpoint of the articles highlights the resurgence of the low-altitude economy with Didi's entry, indicating that the industry is maturing as policies become more detailed, and companies involved in the related supply chain will benefit first, showcasing significant investment value [1] - The eVTOL (electric Vertical Take-Off and Landing) sector is gaining traction as a new carrier for the low-altitude economy, with numerous listed companies increasing their investments in this area. As of October 10, 2025, 33 listed companies have seen their stock prices double this year, with notable increases from companies like Beifang Changlong (301357.SZ) and Shanghai Xiba (603200.SH) [2][3] - The A-share low-altitude economy concept includes 434 listed companies, categorized into four core segments: complete machine manufacturing, core components, operational services, and air traffic management and support [3] Group 2 - In the complete machine manufacturing sector, leading companies like Wanfeng Aowei have over 260 aircraft orders, including a significant order of 100 units from Puyin Jinzu. The company plans to achieve mass production of flying cars by 2025 [4] - The core components of eVTOL are crucial for performance and safety, including power systems, avionics, and fuselage components. Companies like Zongshen Power are making strides with their CA500 aviation piston engine, which is set to be the first domestic aviation power product to gain airworthiness approval [5] - The battery sector is highly active, with companies like EVE Energy and CATL making significant advancements in battery technology for eVTOL applications. EVE Energy has showcased high-performance battery systems for electric airships and is developing solid-state batteries with a target energy density of 400Wh/kg by 2028 [7][12] Group 3 - The air traffic management system is dominated by companies like Lais Information, which holds a 90% market share and has secured over 2 billion in orders for air traffic information systems by 2025 [6] - The solid-state battery market is projected to grow significantly, with eVTOL expected to drive a demand increase of 30GWh for lithium batteries by 2030, creating a billion-dollar market for solid-state batteries [12][13] - The industry is supported by government policies aimed at promoting the production of high-performance aviation lithium batteries, with plans to achieve mass production of 400Wh/kg batteries by 2026 [12][13]

Group 1 - The core point of the article is that the company, Funeng Technology, is steadily advancing its pilot line for sulfide all-solid-state batteries as stated in a response to investor inquiries on October 16 [2] Group 2 - The company is currently in the process of developing its sulfide all-solid-state battery technology, indicating progress in its research and development efforts [2]

格隆汇10月16日丨孚能科技(688567.SH)在投资者互动平台表示，（一）储能产品方面，公司依托自主 研发的大叠片工艺平台与创新型金属软包结构技术，成功研制出超大容量的储能电芯，兼具成本优势与 模块化灵活度的储能解决方案，解决了方壳电芯鼓包下循环次数低的痛点，同时提升了软包电芯的日历 寿命，将 SPS 技术的长循环寿命和卓越经济性延伸至源网侧储能、工商业储能及家庭储能等全场景应 用领域，形成覆盖传统软包与金属软包双技术路线的立体化产品矩阵。 （二）钠离子电池方面，公司 钠离子电池产品已装车于江铃等相关车型，实现了全球首款钠电车型的交付，公司未来将进一步推动第 二代钠离子电池的产业化。 （三）FAA认证方面，公司配套美国头部eVTOL公司的电池已进入美国联 邦航空管理局（FAA）的第四阶段认证，目前各项测试按计划推进，进展顺利。 ...

格隆汇10月16日丨孚能科技(688567.SH)在投资者互动平台表示，公司硫化物全固态电池中试线目前处 于稳步推进中。 ...

Core Points - The stock price of Funeng Technology dropped by 2.05% on October 16, closing at 17.66 CNY per share, with a trading volume of 229 million CNY and a market capitalization of 21.582 billion CNY [1] - Year-to-date, Funeng Technology's stock has increased by 52.24%, but it has seen a decline of 13.81% over the last five trading days and 12.49% over the last twenty days [1] - The company primarily engages in the research, production, and sales of lithium-ion power batteries and battery systems for new energy vehicles, with 96.47% of its revenue coming from power battery systems [1] Financial Performance - As of June 30, Funeng Technology had 25,900 shareholders, a decrease of 1.24% from the previous period, with an average of 47,119 circulating shares per shareholder, an increase of 1.25% [2] - For the first half of 2025, the company reported a revenue of 4.353 billion CNY, a year-on-year decrease of 37.58%, while the net profit attributable to shareholders was -162 million CNY, an increase of 14.92% year-on-year [2] Market Activity - The net outflow of main funds was 20.4878 million CNY, with large orders accounting for 21.17% of purchases and 23.07% of sales [1] - The company is categorized under the electric equipment and battery industry, with concepts including sodium batteries, humanoid robots, solid-state batteries, lithium iron phosphate, and ternary lithium [1]

Core Viewpoint - The company has introduced its second-generation semi-solid-state battery, which features a high energy density of 330 Wh/kg and a cycle life of 4000 cycles, catering to various markets including new energy passenger vehicles, commercial vehicles, low-altitude economy, and humanoid robots [1] Group 1: Product Features - The second-generation semi-solid-state battery offers core advantages such as high energy density and long cycle life [1] - The product is designed to meet the demands of both domestic and international markets [1] Group 2: Customer Structure - The semi-solid-state battery has secured project designations from leading domestic automotive companies such as GAC, Dongfeng, SANY Heavy Truck, and FAW Liberation [1] - The company has established deep collaborations with overseas and domestic clients in the low-altitude economy sector, including a major eVTOL client in the U.S. and Xiaopeng Huitian [1] Group 3: Market Strategy - The company plans to expand its domestic and international market presence in line with customer production schedules and order demands [1] - The strategy aims to leverage the product's adaptability across multiple markets and fields [1]

每经AI快讯，有投资者在投资者互动平台提问： 1、公司第二代半固态电池能量密度高达 330~350Wh/kg，什么时候量产？今年产量计划多少？ 2、国家锂电池出口管制是否意味着将失去美国 eVTOL客户？ 孚能科技（688567.SH）10月15日在投资者互动平台表示，公司能量密度高达330-350Wh/kg的第二代半 固态电池计划于2025年内量产。 关于商务部锂电池出口管制措施对公司的影响，经公司梳理评估，该 措施对公司当前经营活动无重大影响，主要原因如下： （一）从管制范围看，公司现阶段出口的电池 产品，绝大部分未纳入本次出口管制的物项清单，核心出口品类不在受限范围内，直接出口业务未受实 质性制约； （二）从产能布局看，公司土耳其基地 6GWh 产能已顺利完成产能爬坡，该基地作为当前 海外市场中稀缺的具备稳定大批量供货能力的优质电池产能，可有效保障海外客户的订单交付需求，进 一步降低对国内直接出口的依赖； （三）从政策性质看，本次出口管制措施并非禁止相关产品出口， 符合条件的企业按规定完成申请报备程序后，即可正常开展出口业务，公司已提前梳理相关流程，做好 业务衔接准备。 后续公司将持续关注出口管制政策的 ...