证券代码：688567证券简称：孚能科技公告编号：2025-060 募集资金的公告 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、准确性和完整性承担法律责任。 重要内容提示： ■ 孚能科技（赣州）股份有限公司 关于归还暂时补充流动资金的 ● 截至2025年12月6日，公司已累计归还暂时补充流动资金的闲置募集资金人民币70,000万元。 一、募集资金暂时补充流动资金情况 公司于2025年2月7日分别召开了第二届董事会第三十九次会议和第二届监事会第二十八次会议，审议通 过了《关于使用部分闲置募集资金暂时补充流动资金的议案》，同意公司在保证募集资金投资项目正常 进行的前提下，使用不超过人民币70,000万元（含本数）的闲置募集资金暂时补充流动资金，使用期限 为自董事会审议通过之日起不超过10个月。具体内容详见公司于2025年2月11日在上海证券交易所网站 （www.sse.com.cn）披露的《孚能科技（赣州）股份有限公司关于使用部分闲置募集资金暂时补充流动 资金的公告》（公告编号：2025-009）。 ■ 特此公告。 孚能科技（赣州）股份有限公司董事会 20 ...

（文章来源：证券日报） 证券日报网讯 12月5日晚间，孚能科技发布公告称，公司已于2025年12月5日将用于暂时补充流动资金 的闲置募集资金70，000万元全部归还至募集资金专户。 ...

证券代码：688567 证券简称：孚能科技 公告编号：2025-060 孚能科技（赣州）股份有限公司 关于归还暂时补充流动资金的募集资金的公告 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、准确性和完整性承担法律责任。 重要内容提示： 截至2025年12月6日，公司已累计归还暂时补充流动资金的闲置募集资金人 民币70,000万元。 | 发行名称 | 2021年度向特定对象发行A股股票 | | --- | --- | | 募集资金到账时间 | 2022年11月2日 | | 临时补流募集资金金额（万元） | 70,000 | | 补流期限 | 2025-02-07至2025-12-06 | 二、归还募集资金的相关情况 公司已于2025年12月5日将用于暂时补充流动资金的闲置募集资金70,000万 元全部归还至募集资金专户，并将归还情况通知了保荐机构和保荐代表人。 第 1 页 | 本次归还募集资金金额（万元） | 70,000 | | --- | --- | | 尚未归还的募集资金金额（万元） | — | | 是否已归还完毕 | √是 □否 | | 归还完毕的 ...

截至2025年12月5日 14:12，中证电池主题指数(931719)上涨0.90%，成分股科士达(002518)上涨7.25%，孚能科技(688567)上涨4.55%，阿特斯(688472)上涨 3.51%，赢合科技(300457)上涨2.76%，阳光电源(300274)上涨2.68%。电池50ETF(159796)上涨1.05%，最新价报0.96元。拉长时间看，截至2025年12月4日， 电池50ETF近3月累计上涨24.80%。（以上所列股票仅为指数成份股，无特定推荐之意） 流动性方面，电池50ETF盘中换手2.53%，成交2.3亿元。拉长时间看，截至12月4日，电池50ETF近1月日均成交4.98亿元。 规模方面，电池50ETF近3月规模增长60.10亿元，实现显著增长。（数据来源：Wind） 华西证券指出，随着新能源大规模接入，配套电网建设需求大幅提升，同时对于电网协调运行能力要求提升，预计配网侧投资也将具备广阔空间，配电一二 次融合设备领先供应商将持续受益，同时，在AI拉动美国电力需求背景下，电力系统存在升级和扩建需求，相关电力设备需求也有望维持高景气，行业或 将加速发展。 【如何布局"景气上行+ ...

人民财讯12月5日电，据孚能科技官微，公司近日收到广汽埃安第二代AION V(霸王龙)欧洲版、AION UT欧洲版项目定点，以上车型预计将成为广汽埃安在欧洲市场销售的主要车型。此次定点将搭载孚能 科技SPS磷酸铁锂电池系统方案，订单总电量超10GWh。 ...

Core Insights - The core viewpoint of the articles is that China's lithium battery exports are experiencing significant growth due to the increasing demand for electric vehicles and energy storage solutions, despite facing some fluctuations in 2023 and 2024 due to lithium carbonate price volatility [1][8]. Industry Overview - Lithium batteries, which utilize lithium metal or lithium alloys as electrode materials, are categorized into lithium metal batteries and lithium-ion batteries [3][4]. - The lithium battery industry has evolved significantly since the first lithium battery was created in the 1970s, with major advancements in materials and safety features over the decades [4]. Export Growth - China's lithium battery exports have shown a consistent upward trend from 2019 to 2022, with a notable increase in 2024, reaching 3.914 billion units, a year-on-year growth of 8.09% [1][8]. - In the first three quarters of 2025, the export volume reached 3.399 billion units, marking a 19.14% increase year-on-year [1][8]. Market Demand - The global electrification process and expanding energy storage applications are expected to sustain strong demand for China's cost-effective lithium battery products in overseas markets [1][8]. - The export value of China's lithium batteries surged from $6.78 billion in 2016 to $61.12 billion in 2024, with a compound annual growth rate of 31.63% [10]. Key Export Markets - Vietnam emerged as the largest market for China's lithium battery exports in the first three quarters of 2025, with an export volume of 81.661 million units, a year-on-year increase of 35.04% [10]. - The United States and Germany are also significant markets, with Germany surpassing the U.S. as the top export destination in 2025 [12]. Industry Policies - China's lithium battery industry is supported by a robust policy framework aimed at fostering innovation and market application, including the establishment of national standards and financial incentives [6]. Company Landscape - Major companies in the lithium battery sector include CATL, EVE Energy, Guoxuan High-Tech, and others, which are actively expanding their international presence through overseas factories and joint ventures [7][13]. - CATL reported a revenue of 131.6 billion yuan from its power battery systems in the first half of 2025, reflecting a year-on-year growth of 16.87% [13]. Future Trends - The industry is shifting towards localized value chains, with companies establishing production and R&D facilities abroad to better meet local market demands and regulatory standards [16]. - There is a growing focus on technological innovation, particularly in solid-state and sodium-ion batteries, to enhance performance metrics such as energy density and charging speed [17].

Group 1 - The Robot ETF (562500) experienced a decline of 0.94%, priced at 0.952 yuan, with mixed performance among its holdings [1] - Haimeixing showed strong performance, rising over 2.7%, while companies like Gogo Technology and Tuosida faced declines exceeding 3% [1] - Market liquidity remains high, with a trading volume surpassing 300 million yuan within the first 40 minutes of opening, indicating strong investor interest in the sector [1] Group 2 - Minsheng Securities expresses optimism regarding hardware segments with the most significant marginal changes [2] - Elon Musk announced that the Optimus hardware design will undergo rolling iterations with an annual release cycle, featuring major improvements each time [2] - Key areas of potential change in the industry include dexterous hands and forearms, PC/ABS mecha, RV-like replacements for hip/shoulder harmonics, lightweight materials replacing steel, and precision axles for joints [2]

Core Viewpoint - The company, Funeng Technology, is positioned as a leading player in the all-solid-state battery market, with plans to deliver products to major clients and a focus on strategic partnerships in the new energy vehicle sector [1] Group 1: Product Development and Client Engagement - Funeng Technology has completed sample deliveries of its sulfide all-solid-state batteries to a prominent humanoid robot client, receiving positive feedback on product performance and safety [1] - The company plans to deliver 60Ah sulfide all-solid-state batteries by the end of this year, indicating a proactive approach to meet client demands [1] - Funeng Technology has garnered interest from several well-known new energy vehicle manufacturers, positioning itself to secure early partnerships with leading clients in the industry [1]

Core Insights - The battery sector experienced a rise of 1.11% on the previous trading day, with Wanrun New Energy leading the gains [1] - The Shanghai Composite Index closed at 3888.6, up 0.34%, while the Shenzhen Component Index closed at 12984.08, up 0.85% [1] Battery Sector Performance - Wanrun New Energy (688275) saw a significant increase of 16.88%, closing at 91.55, with a trading volume of 159,900 shares and a transaction value of 1.412 billion yuan [1] - Hunan Youneng (301358) rose by 11.01% to close at 76.51, with a trading volume of 349,700 shares and a transaction value of 2.589 billion yuan [1] - Fengyuan Co., Ltd. (002805) increased by 10.01%, closing at 20.34, with a trading volume of 364,900 shares and a transaction value of 709 million yuan [1] - Other notable performers included Binhai Energy (000695) up 10.00%, Honggong Technology (301662) up 8.81%, and Jiao Cheng Ultrasonic (688392) up 7.66% [1] Capital Flow Analysis - The battery sector saw a net inflow of 1.23 billion yuan from main funds, while retail investors experienced a net outflow of 1.441 billion yuan [2] - The overall capital flow indicates a strong interest from institutional investors despite the outflow from retail investors [2]

Group 1 - The core point of the article is that Zhuhai New Materials (688707.SH) has established a long-term cooperative relationship with CATL and Aulton Technology [1] Group 2 - The company has been actively engaging with key players in the battery industry, indicating a strategic alignment with major manufacturers [1] - This collaboration may enhance the company's position in the market and potentially lead to new opportunities in the electric vehicle sector [1]