天能股份11月26日大宗交易平台出现一笔成交，成交量12.00万股，成交金额356.16万元，大宗交易成交 价为29.68元，相对今日收盘价折价5.99%。该笔交易的买方营业部为方正证券股份有限公司长沙芙蓉中 路证券营业部，卖方营业部为招商证券股份有限公司北京建国路证券营业部。 进一步统计，近3个月内该股累计发生2笔大宗交易，合计成交金额为738.00万元。 证券时报·数据宝统计显示，天能股份今日收盘价为31.57元，下跌1.22%，日换手率为0.23%，成交额为 7031.56万元，全天主力资金净流出186.40万元，近5日该股累计下跌5.76%，近5日资金合计净流出 2556.93万元。 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 12.00 | 356.16 | 29.68 | -5.99 | 方正证券股份有限公司长 | 招商证券股份有限公司北 | | | | | | 沙芙蓉 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 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： ●会议召开时间：2025年12月03日（星期三）15:00-16:00 ●会议召开地点：上海证券交易所上证路演中心（网址：https://roadshow.sseinfo.com/） ●会议召开方式：上证路演中心网络互动 ●投资者可于2025年11月26日 （星期三） 至12月02日 （星期二）16:00前登录上证路演中心网站首页点 击"提问预征集"栏目或通过公司邮箱dshbgs@tianneng.com进行提问。公司将在说明会上对投资者普遍 关注的问题进行回答。 天能电池集团股份有限公司（以下简称"公司"）已于2025年10月29日发布公司2025年第三季度报告，为 便于广大投资者更全面深入地了解公司2025年第三季度经营成果、财务状况，公司计划于2025年12月03 日（星期三）15:00-16:00举行2025年第三季度业绩说明会，就投资者关心的问题进行交流。 一、说明会类型 本次投资者说明会以网络互动形式召 ...

证券代码：688819 证券简称：天能股份 公告编号：2025-042 天能电池集团股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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： 投资者可于 2025 年 11 月 26 日 （星期三） 至 12 月 02 日 （星 期二）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目 或通过公司邮箱 dshbgs@tianneng.com 进行提问。公司将在说明会上 对投资者普遍关注的问题进行回答。 天能电池集团股份有限公司（以下简称"公司"）已于 2025 年 10 月 29 日发布公司 2025 年第三季度报告，为便于广大投资者更全 面深入地了解公司 2025 年第三季度经营成果、财务状况，公司计划 于 2025 年 12 月 03 日（星期三）15:00-16:00 举行 2025 年第三季度 业绩说明会，就投资者关心的问题进行交流。 一、说明会类型 会议召开时间：2025 年 12 月 03 日（星期三）15:00-16:00 会议召开地点 ...

此外，在同期举办的固态电池分论坛中，天能股份还受邀发表了《固态电池在高端两轮车上的应用思 考》主题演讲，向与会嘉宾分享了技术见解与实践成果。演讲中提及的技术实力，在发布的测评结果中 得到了具体验证。 未来，天能股份将继续深化固态电池技术的研发创新，并携手产业链伙伴合作，共同推动固态电池在两 轮车、无人机、智能装备等领域的规模化应用，让科技创新真正服务于用户的日常生活。 本报讯(记者冯思婕)近日，在工业和信息化部中国电子技术标准化研究院(以下简称"电子标准院")主办 的"新产业（300832）标准化领航论坛"上，天能电池集团股份有限公司(以下简称"天能股份")凭借自主 研发的固态电池产品，顺利通过首批测试，成为少数全面达标的固态电池先锋应用企业之一。 天能股份此次参与测试的TN-80D3K4-30Ah电芯表现出色，体现出公司的固态电池在产品安全、性能稳 定性和技术成熟度方面的一流水准。据悉，该款电芯已应用于天能股份专为两轮车打造的"磐石"系列产 品，通过在电解质、正负极材料等关键环节的技术突破，为用户带来了续航长、耐低温、寿命久的卓越 体验。 ...

Group 1 - The core transaction on November 10 involved a block trade of 120,000 shares of TianNeng Co., with a transaction value of 3.8184 million yuan, at a price of 31.82 yuan, which represents a discount of 7.95% compared to the closing price of the day [2][3] - Over the past three months, TianNeng Co. has recorded a total of two block trades, with a cumulative transaction value of 7.0277 million yuan [2] - The closing price of TianNeng Co. on the day of the transaction was 34.57 yuan, reflecting a decrease of 0.52%, with a daily turnover rate of 0.54% and a total trading volume of 181 million yuan [2][3] Group 2 - The latest margin financing balance for TianNeng Co. is 18.9 million yuan, which has decreased by 7.0578 million yuan over the past five days, representing a decline of 3.60% [3] - TianNeng Battery Group Co., Ltd. was established on March 13, 2003, with a registered capital of 972.1 million yuan [3]

11月10日，天能股份收跌0.52%，收盘价为34.57元，发生1笔大宗交易，合计成交量12万股，成交金额 381.84万元。 第1笔成交价格为31.82元，成交12.00万股，成交金额381.84万元，溢价率为-7.95%，买方营业部为东方 证券股份有限公司北京学院路证券营业部，卖方营业部为中国银河证券股份有限公司北京中关村大街证 券营业部。 进一步统计，近3个月内该股累计发生2笔大宗交易，合计成交金额为702.77万元。该股近5个交易日累 计上涨3.04%，主力资金合计净流出278.54万元。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 责任编辑：小浪快报 ...

Core Viewpoint - On November 10, Tianneng Co., Ltd. executed a block trade involving 120,000 shares, with a transaction value of 3.8184 million yuan, representing 2.07% of the total trading volume for the day. The transaction price was 31.82 yuan, reflecting a discount of 7.95% compared to the market closing price of 34.57 yuan [1]. Summary by Category - **Transaction Details** - The block trade consisted of 120,000 shares [1] - The total transaction amount was 3.8184 million yuan [1] - The transaction price was set at 31.82 yuan per share [1] - This price was 7.95% lower than the market closing price of 34.57 yuan [1] - The block trade accounted for 2.07% of the total trading volume on that day [1]

Summary of the Conference Call Company Overview - **Company**: TianNeng Holdings - **Industry**: Lead-acid and lithium battery manufacturing Key Points Business Segments - **Lead-acid Battery Segment**: - Revenue increased from 13.3 billion to 41.8 billion from 2014 to 2024, with a CAGR of 12.17% [2] - Q3 revenue for lead-acid batteries was 112.8 billion, with total sales for the first three quarters reaching 304 billion [10][11] - Major applications include electric light vehicles, energy storage, and industrial power [1] - **Lithium Battery Segment**: - Revenue for lithium batteries reached 10.2 billion in Q3, a 185.26% increase year-over-year [3] - The lithium battery business is primarily driven by energy storage (57% of revenue) and light-duty power (33.17%) [3] - The company expects to reduce lithium battery losses by half this year compared to last year [4] - **New Battery Technologies**: - Focus on solid-state and sodium-ion batteries, with ongoing R&D and pilot production [6][7] - Solid-state battery products have achieved energy densities of 300 Wh/kg [6] Market Trends - **Lead-acid Battery Market**: - The lead-acid battery market is expected to show steady growth domestically [2] - The company has a strong sales network with over 3,000 dealers covering 400,000 stores globally [2] - **Lithium Battery Market**: - The lithium battery market is projected to grow significantly, driven by energy storage and light-duty applications [3] - The company is forming strategic alliances with system integrators and energy developers to enhance market penetration [4] Financial Performance - **Q3 Financials**: - Total revenue for Q3 was 4.8 billion for lithium batteries and 112.8 billion for lead-acid batteries [11] - The company reported a loss of approximately 3 billion in the first three quarters, down from a 9 billion loss last year [3][4] - The company anticipates a further reduction in losses in Q4, with expectations of turning profitable next year [25][26] Production and Capacity - **Production Capacity**: - Current production capacity is around 4 GWh, with plans for capacity upgrades through technological improvements [17][23] - Utilization rates are currently at 50-60% [16] - **Capital Expenditure**: - Capital expenditure for the year is expected to be between 10-15 billion, significantly reduced from previous years [8][57] - Future capital expenditures will focus on both lead-acid and lithium battery segments [71] Strategic Initiatives - **International Expansion**: - The company is accelerating its global expansion, particularly in Southeast Asia and Africa, with a focus on local production [7] - Plans to establish a production base in Vietnam with a capacity of 2 GWh [7] - **R&D and Innovation**: - Continuous investment in R&D for new battery technologies, including solid-state and sodium-ion batteries [6][7] - The company is also exploring partnerships with major manufacturers to enhance product offerings [5] Challenges and Risks - **Raw Material Prices**: - The company has experienced fluctuations in raw material prices, but expects stability moving forward [41][42] - The impact of raw material price changes on profitability is being closely monitored [43] - **Regulatory Environment**: - Anticipated reductions in government subsidies for battery production may impact future revenues [52][53] Conclusion - **Outlook**: - The company maintains a positive outlook for both lead-acid and lithium battery segments, with expectations of continued growth and market share expansion [84] - Strategic adjustments and technological advancements are expected to drive future profitability and operational efficiency [84]

Core Viewpoint - TianNeng Co., Ltd. is a leading player in the green energy solutions sector, particularly in the battery industry, with a strong focus on various battery types and significant market share in revenue and profit [1][2]. Group 1: Business Performance - In Q3 2025, TianNeng's revenue reached 33.402 billion yuan, ranking first in the industry, significantly surpassing the second-place Camel Group's 12.142 billion yuan, with the industry average at 6.243 billion yuan [2]. - The net profit for the same period was 1.386 billion yuan, also leading the industry, with the second-place Anfu Technology at 714 million yuan and the industry average at 281 million yuan [2]. Group 2: Financial Ratios - As of Q3 2025, TianNeng's asset-liability ratio was 61.99%, down from 64.27% year-on-year but still above the industry average of 38.83% [3]. - The gross profit margin for the same period was 14.95%, a decline from 16.59% year-on-year and below the industry average of 17.75% [3]. Group 3: Leadership and Compensation - The chairman, Zhang Tianren, has been in his position since 2003, with no disclosed salary information. The general manager, Yang Jianfen, received a salary of 2.088 million yuan in 2024, down from 3.0326 million yuan in 2023 [4]. Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 11.73% to 21,800, while the average number of circulating A-shares held per shareholder decreased by 10.50% to 44,600 [5]. Group 5: Business Highlights - In H1 2025, TianNeng's net profit attributable to shareholders was 869 million yuan, a year-on-year decrease of 27%, with revenue at 20.917 billion yuan, down 3% [6]. - The lead-acid battery business remained stable, generating 19.15 billion yuan in revenue, while lithium battery revenue surged by 193% to 540 million yuan [6]. - The company is advancing its technology with the introduction of solid-state battery prototypes and sodium-ion battery developments [6]. Group 6: Future Projections - According to Southwest Securities, TianNeng's revenue for 2024 is projected at 45.042 billion yuan, a decrease of 5.7%, with a net profit of 1.555 billion yuan, down 32.5% [7]. - The company is expected to see a recovery in lead-acid battery shipments and progress in various battery technologies, including sodium-ion and hydrogen fuel cells [7].

Core Insights - The Carbontech New Energy Carbon Materials and Battery Conference focuses on the preparation of new energy carbon materials and their applications in the battery industry, aiming to overcome technical bottlenecks and diversify application scenarios [2] Group 1: Conference Objectives - The conference aims to break through technical bottlenecks in the field of new energy carbon materials and promote innovations in key preparation processes [2] - It seeks to expand the diversified layout of battery application scenarios, constructing a full-chain value ecosystem from materials to end products [2] Group 2: Research and Development Focus - The conference discusses advancements in porous carbon, silicon-carbon anodes, fast-charging graphite anodes, conductive additives, hard carbon anodes, and new nano-carbon materials [2] - It integrates upstream and downstream resources of the industry chain to promote collaborative innovation in material research, battery manufacturing, and terminal applications [2] Group 3: Key Participants and Contributions - An important participant, An Zhongxun, will present on sodium-ion hybrid capacitor energy storage technology, highlighting the energy density achievements nearing national key research plan levels [4][5] - Other notable speakers include Han Kun, who will discuss low-cost metal salt-assisted polymer chemical foaming strategies for three-dimensional nitrogen-doped graphene-based composites [5] - Liu Hong will present on the development of carbon nanomaterials and carbon fibers from multiple carbon sources, emphasizing the potential for industrial chain integration with CCUS [5] Group 4: Innovations in Battery Technology - The conference features discussions on various innovative battery technologies, including solid-state batteries and sodium-ion batteries, with a focus on their latest advancements and applications [6][12] - Participants will explore the development of high-performance hard carbon materials for sodium-ion batteries and the integration of carbon nanotubes in silicon-carbon anode research [17][18] Group 5: Industry Trends and Future Directions - The conference reflects a growing trend among leading battery manufacturers to explore self-generating anode technologies, with companies like CATL and BYD making significant advancements [13] - The event also highlights the importance of solid-state battery solutions for low-altitude economic applications, showcasing the industry's commitment to innovation and sustainability [14][15]