Core Insights - During this year's Double 11 shopping festival, the sales of smart/AI glasses surged by 346% year-on-year, becoming the highlight of growth in consumer electronics [2] - Brands like Xiaomi, ROKID, and Yingmu Technology are leading in sales, indicating that AI hardware is rapidly transitioning from a "geek toy" to a mainstream consumer market [3] Market Challenges - Despite the unprecedented market enthusiasm, battery life remains the biggest bottleneck for AI glasses [4] - Current battery technology presents a significant gap in meeting the "all-day wear" demand, with existing AI glasses typically having a battery capacity between 200-450mAh, resulting in a practical usage time of only 2-4 hours [5][6] Technological Developments - The industry is exploring three main technological pathways for breakthroughs in battery life: 1. Material advancements, such as solid-state battery technology using silicon-carbon anodes and lithium-metal anodes to enhance energy density 2. Structural innovations, including square steel shells, ultra-thin stacked cells, or flexible battery designs for distributed layouts [6] - Domestic battery companies are making strides: - Haopeng Technology plans to mass-produce AI glasses-specific batteries starting in Q3 2025, focusing on lightweight and quick-swap designs [7] - XINWANDA is exploring low-power wireless charging solutions, while DESAY Battery is developing lithium batteries for AR and AI glasses with a focus on "active safety" [7][8] Future Prospects - If breakthroughs in all-day power supply are achieved, the application scenarios for AI glasses could expand from entertainment to office, social, and real-time computing, positioning them as the next growth point in the wearable battery market after headphones [9] - The explosive growth of AI terminals is opening a new, high-value battlefield for battery companies, prompting them to seize structural opportunities arising from the demand for new energy solutions across various sectors [10]

本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 为进一步加强与投资者的互动交流，深圳市德赛电池科技股份有限公司（以 下简称"公司"）将参加由深圳证监局和中证中小投资者服务中心指导、深圳上 市公司协会与深圳市全景网络有限公司联合举办的"2025 年度深圳辖区上市公 司投资者网上集体接待日活动"，现将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （https://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP，参 与本次活动，活动时间为 2025 年 11 月 20 日（星期四）14:30-17:00。届时公司 高管将在线就公司业绩、公司治理、发展战略、经营状况和可持续发展等投资者 关心的问题，与投资者进行沟通与交流，欢迎广大投资者踊跃参与。 特此公告 深圳市德赛电池科技股份有限公司董事会 证券代码：000049 证券简称：德赛电池 公告编号：2025-033 深圳市德赛电池科技股份有限公司 关于参加 2025 年度深圳辖区上市公司投资者 网上集体接待日活动的公告 2025 年 11 月 14 日 ...

广东鸿园律师事务所 地址：广东省惠州市惠城区文昌一路 7 号华贸大厦 2 号楼 27 层 GUANGDONG HONGYUAN LAW FIRM 电话：0752-6680709 关于深圳市德赛电池科技股份有限公司 2025 年第一次临时股东会的法律意见书 （2025）鸿园法意字第 111307 号 深圳市德赛电池科技股份有限公司： 广东鸿园律师事务所（以下简称"本所"）接受深圳市德赛电池科技股份 有限公司（以下称"公司"）的委托，指派本所律师出席公司于 2025 年 11 月 13 日在广东省惠州市江北云山西路 12 号德赛大厦 24 楼 2402 会议室召开的 2025 年第一次临时股东会现场会议（以下简称"本次股东会"），并根据《中 华人民共和国公司法》（以下简称"《公司法》"）、《上市公司股东会规则》 （以下简称"《股东会规则》"）等法律、法规、规范性文件以及《深圳市德 赛电池科技股份有限公司章程》（以下简称"《公司章程》"）的相关规定出 具本法律意见书。 本所律师根据《股东会规则》第六条的要求，按照中国律师行业公认的业 务标准、道德规范和勤勉尽责精神，就本次股东会出具法律意见如下： 广东鸿园律师事务所 ...

证券代码：000049 证券简称：德赛电池 公告编号：2025-032 一、会议召开和出席情况 （一）会议召开情况 1、召集人：深圳市德赛电池科技股份有限公司（以下简称"公司"）第十一届董 事会 2、召开方式：现场投票及网络投票相结合的方式 3、会议召开时间： 深圳市德赛电池科技股份有限公司 2025 年第一次临时股东会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 1、本次股东会未出现否决议案的情形。 2、本次股东会不涉及变更以往股东会已通过的决议。 现场会议召开时间为：2025 年 11 月 13 日（星期四）下午 14:45 网络投票时间：通过深圳证券交易所交易系统进行网络投票的具体时间为 2025 年 11 月 13 日的交易时间，即 9:15-9:25，9:30-11:30，13:00-15:00；通过深圳证券交易所互 联网投票的具体时间为 2025 年 11 月 13 日 9:15-15:00 期间的任意时间。 4、现场会议召开地点：广东省惠州市江北云山西路 12 号德赛大厦 24 楼 2402 会议 室 5、主持人：公司董事 ...

Group 1 - The core point of the news is that Desay Battery's stock price increased by 5.24% to 29.50 CNY per share, with a trading volume of 322 million CNY and a turnover rate of 2.90%, resulting in a total market capitalization of 11.347 billion CNY [1] - Desay Battery, established on September 4, 1985, and listed on March 20, 1995, is located in Nanshan District, Shenzhen, Guangdong Province. The company specializes in the production of power management systems and various lithium batteries [1] - The revenue composition of Desay Battery includes: 31.93% from smartphones, 19.92% from power tools, smart home and travel products, 15.47% from laptops and tablets, 11.71% from wearables, 10.73% from energy storage products, and 10.25% from other sources [1] Group 2 - Among the top ten circulating shareholders of Desay Battery, a fund under Southern Fund holds a position. The Southern CSI 1000 ETF (512100) reduced its holdings by 14,700 shares in the third quarter, now holding 2.1079 million shares, which is 0.55% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 76.63 billion CNY. Year-to-date returns are 27.15%, ranking 2004 out of 4216 in its category; the one-year return is 16.81%, ranking 2346 out of 3951; and since inception, the return is 12.52% [2]

Core Viewpoint - Desay Battery (000049) is currently operating at full production capacity in Hunan, but its operational results still require further improvement [1] Company Summary - Desay Battery has confirmed that its battery production in Hunan is at full capacity [1] - The company acknowledges that while production is maximized, there is a need for enhancement in its operational performance [1]

Core Insights - Desai Battery's energy storage cell production capacity is currently at 6 GWh and is operating at full capacity [2] Company Summary - Desai Battery has confirmed that its energy storage cell production capacity stands at 6 GWh [2] - The company is currently running at full production capacity [2]

Core Viewpoint - Desay Battery (000049) reported that as of October 31, the total number of shareholders in its non-consolidated margin trading account is 62,863 [1] Summary by Category - **Company Information** - Desay Battery has a total of 62,863 shareholders in its non-consolidated margin trading account as of October 31 [1]

Core Viewpoint - Desai Battery (000049.SZ) is currently operating at full production capacity in Hunan, but its operational results still require further improvement [1] Group 1 - The company is experiencing full production status at its Hunan battery manufacturing facility [1] - There is an indication that the operational results of the company have not yet reached satisfactory levels [1]

Core Viewpoint - Desay Battery has stated that its products are not currently applied in humanoid robots [1] Group 1 - The company has clarified its position regarding the application of its products in the humanoid robotics sector [1]