Investment Rating - The report maintains a "Recommended" rating for the new energy vehicle industry [2][3]. Core Insights - The supply-demand structure is continuously optimizing, with many product prices on the rise. In February, China's new energy vehicle production and sales reached 694,000 and 765,000 units, respectively, down 21.8% and 14.2% year-on-year. Cumulatively, from January to February, production and sales totaled 1.735 million and 1.71 million units, down 8.8% and 6.9% year-on-year. New energy vehicles accounted for 41.2% of total new car sales. The supply side is seeing new products from battery and main engine manufacturers, with positive feedback from demand, leading to a continuous optimization of the supply-demand structure. Prices are stabilizing and rising, particularly for lithium carbonate and lithium iron phosphate, with strong demand and tight supply [3][4][5]. Summary by Sections 1. Market Tracking - The new energy vehicle index, lithium battery index, fuel cell index, charging pile index, and energy storage index had weekly changes of +0.91%, +5.37%, -0.79%, -2.15%, and +5.55%, respectively. Notable performers included Foshan Technology, Hunan Youneng, and Penghui Energy, with increases of 29.9%, 22.6%, and 22.0% [4][24]. 2. Lithium Battery Industry Chain Price Tracking - Since the beginning of the year, lithium carbonate prices have increased by 33.1%, driving up lithium iron phosphate by 27.3%. This week, lithium carbonate was priced at 159,100 CNY/ton, up 2.5% from last week. Other materials like nickel and cobalt also saw slight increases [29][30][32]. 3. Production and Sales Data Tracking - In February, the production and sales of new energy vehicles were 694,000 and 765,000 units, respectively, with year-on-year declines of 21.8% and 14.2%. Cumulatively, from January to February, production and sales reached 1.735 million and 1.71 million units, with new energy vehicles making up 41.2% of total new car sales [45][49]. 4. Industry Dynamics - The U.S. has decided not to impose tariffs on battery materials imported from China, which is expected to positively impact the industry. Additionally, significant developments in the new energy sector were highlighted, including NIO's record quarterly profit and Li Auto's substantial revenue growth [71][68][69]. 5. Key Company Announcements - Companies like Shenling Environment and Jiebang Technology have made significant announcements regarding investments and shareholder changes, indicating active engagement in the market [73][74][75]. 6. Industry Rating and Investment Strategy - The report suggests focusing on high-potential areas such as data center liquid cooling, solid-state batteries, battery materials, robotics, and autonomous driving, while maintaining a positive outlook on the new energy vehicle industry [3][4].

Investment Rating - The report maintains a "Recommended" rating for the new energy vehicle industry [2][3]. Core Insights - The supply-demand structure is continuously optimizing, with many product prices on the rise. In February, China's new energy vehicle production and sales reached 694,000 and 765,000 units, respectively, down 21.8% and 14.2% year-on-year. Cumulatively, from January to February, production and sales totaled 1.735 million and 1.71 million units, down 8.8% and 6.9% year-on-year. New energy vehicles accounted for 41.2% of total new car sales. The supply side is seeing new products from battery and main engine manufacturers, with positive feedback on demand, leading to a continuous optimization of the supply-demand structure. Prices are stabilizing and rising, particularly for lithium carbonate and lithium iron phosphate, with strong demand and tight supply [3][4][5]. Summary by Sections 1. Market Tracking - The new energy vehicle index, lithium battery index, fuel cell index, charging pile index, and energy storage index had weekly changes of +0.91%, +5.37%, -0.79%, -2.15%, and +5.55%, respectively [4][21]. 2. Lithium Battery Industry Chain Price Tracking - Since the beginning of the year, lithium carbonate prices have increased by 33.1%, driving up lithium iron phosphate by 27.3%. The price of lithium hexafluorophosphate has decreased by 38.3%. This week, lithium carbonate was priced at 159,100 CNY/ton, up 2.5% from last week [29][30][32]. 3. Production and Sales Data Tracking - In February, China's new energy vehicle production and sales were 694,000 and 765,000 units, respectively, with year-on-year declines of 21.8% and 14.2%. Cumulatively, from January to February, production and sales reached 1.735 million and 1.71 million units, with new energy vehicles making up 41.2% of total new car sales [45][49]. 4. Industry Dynamics - The U.S. has decided not to impose tariffs on certain battery materials imported from China, which is expected to positively impact the industry [5][71].

证券代码：001283 证券简称：豪鹏科技 公告编号：2026-016 关于公司对全资子公司提供担保的进展公告 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： 本次提供担保后，深圳市豪鹏科技股份有限公司（以下简称"公司"）及控 股子公司提供担保总额超过最近一期（截至 2024 年 12 月 31 日）经审计净资产 100%，上述担保均是合并报表范围内公司及控股子公司之间的担保，担保风险 处于公司可控制范围之内。敬请广大投资者注意投资风险。 一、担保情况概述 公司于 2025 年 4 月 24 日召开第二届董事会第十一次会议及 2025 年 5 月 20 日召开 2024 年年度股东大会审议通过了《关于 2025 年度申请综合授信额度及实 际控制人提供担保暨关联交易的议案》《关于 2025 年度提供担保额度预计的议 案》，同意 2025 年度公司为合并报表范围内子公司（含新设立或新纳入合并报 表范围内的子公司）提供担保、控股子公司之间互相担保、控股子公司对公司的 担保额度预计不超过人民币 700,000.00 万元，担保额度有效期限为股东大会审议 通 ...

井盼盼女士辞职不会影响公司相关工作的正常开展，公司将根据《深圳证券 交易所股票上市规则》《深圳证券交易所上市公司自律监管指引第 1 号——主板 上市公司规范运作》等相关规定，尽快聘任符合任职资格的相关人士担任证券事 务代表，协助公司董事会秘书开展工作。 特此公告。 关于公司证券事务代表辞职的公告 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。 深圳市豪鹏科技股份有限公司（以下简称"公司"）董事会于近日收到公司证 券事务代表井盼盼女士的书面辞职报告，井盼盼女士因个人原因申请辞去公司证 券事务代表职务，辞呈自送达公司董事会之日起生效，其辞职后将不再担任公司 任何职务。 截至本公告披露日，井盼盼女士未持有公司股份。井盼盼女士在任职期间恪 尽职守、勤勉尽责，在公司治理、信息披露等方面发挥了积极作用，公司及公司 董事会对井盼盼女士在任职期间为公司所做的贡献表示衷心感谢！ 证券代码：001283 证券简称：豪鹏科技 公告编号：2026-015 深圳市豪鹏科技股份有限公司 深圳市豪鹏科技股份有限公司 董事会 2026 年 3 月 7 日 ...

Core Viewpoint - The article discusses the upcoming expansion of Haopeng Technology, focusing on its transition from traditional consumer battery markets to emerging sectors such as energy storage and AI hardware solutions, driven by increasing demand and strategic investments [2][8][13]. Group 1: Company Expansion and Investment - Haopeng Technology plans to raise up to 800 million yuan for two major projects: energy storage batteries and steel-shell laminated lithium batteries, addressing current capacity constraints and increasing order volumes [2][3]. - The total investment for the energy storage battery project is approximately 447.29 million yuan, while the steel-shell laminated lithium battery project is estimated at 418.40 million yuan, with a combined investment of 865.69 million yuan [3]. - The construction and ramp-up period for both projects is set to be two years, aiming to achieve an annual production capacity of about 3 GWh for energy storage cells and 32 million units for steel-shell batteries [3][4]. Group 2: Market Position and Performance - Haopeng Technology is recognized as a leading player in the global small consumer lithium battery market and is expanding its presence in AI energy solutions, with a focus on high-margin, high-growth segments [4][8]. - The company is projected to achieve revenues between 5.7 billion and 6 billion yuan in 2025, reflecting a year-on-year growth of 11.58% to 17.45%, and a net profit increase of 113.69% to 141.09% [8][9]. - The growth is attributed to the company's "All in AI" strategy, which has opened new revenue streams, particularly in AI PCs and energy storage solutions [9]. Group 3: Export and Regulatory Challenges - Haopeng Technology has a significant reliance on overseas sales, with export revenues constituting over 50% of total income in recent years [10]. - Upcoming changes in export tax rebates, with rates decreasing from 9% to 6% in 2026 and a complete removal by 2027, are expected to negatively impact profitability [10][11]. - The company is implementing strategies to mitigate these impacts, including establishing cost-sharing mechanisms with clients and leveraging its production base in Vietnam to enhance international competitiveness [12]. Group 4: Future Outlook - The successful implementation of the two new projects is anticipated to facilitate Haopeng Technology's transformation from a consumer battery supplier to a comprehensive AI and energy storage solutions provider, unlocking new growth opportunities [13].

Core Viewpoint - The article highlights the upcoming 2026 (Second) Cylindrical Battery Technology Forum and the release of the Top 20 Cylindrical Battery Rankings, emphasizing advancements in all-tab technology and the leadership of the large cylindrical battery market [1]. Group 1: Industry Overview - The 2025 revenue rankings for China's top 10 3C lithium battery companies include ATL, Zhuhai Guanyu, Yiwei Lithium Energy, Xinwangda, BYD, Weilan Lithium, Haopeng Technology, Xinneng An, Penghui Energy, and Weike Technology [2]. - ATL is recognized as the absolute leader in high-end 3C lithium batteries, focusing on high energy density and fast charging, with a customer base covering over 90% of top global 3C brands [4]. - Zhuhai Guanyu is a leading player in polymer soft-pack lithium batteries, dominating the laptop battery market and rapidly growing in the smartphone sector, with a strong presence in various 3C applications [5]. Group 2: Company Profiles - Yiwei Lithium Energy is a leading platform enterprise in the global lithium battery market, focusing on consumer, power, and energy storage batteries, with a strong position in small cylindrical batteries [6]. - Xinwangda is a comprehensive lithium-ion battery solution provider, excelling in 3C consumer batteries and establishing a strong presence in the domestic market [7]. - BYD is a global leader in electric vehicles and power batteries, with a strong vertical integration strategy across multiple sectors, including 3C lithium batteries [8]. - Weilan Lithium specializes in high-rate small cylindrical batteries, focusing on high-value applications such as drones and smart home devices [9][10]. - Haopeng Technology is a leader in small consumer lithium batteries, with a focus on AI-related energy solutions and a strong presence in the 3C battery market [11]. - Xinneng An, a joint venture between CATL and ATL, is rapidly emerging as a key supplier in high-power 3C lithium batteries, focusing on applications like drones and electric tools [12]. - Penghui Energy offers a comprehensive range of lithium battery products, focusing on high-power applications and maintaining a strong customer base in the 3C sector [13]. - Weike Technology is a pioneer in sodium-ion batteries and has a solid foundation in 3C lithium batteries, focusing on high energy density and lightweight designs [14].

Group 1 - The core point of the article is that Haopeng Technology (001283.SZ) has received notification from the Shenzhen Stock Exchange regarding the acceptance of its application for a specific object stock issuance [1] - The Shenzhen Stock Exchange has verified that the application documents submitted by the company for the stock issuance are complete and has decided to accept the application [1] - The notification was issued on February 27, 2026, indicating a significant step in the company's capital-raising efforts [1]

Core Viewpoint - The company has received notification from the Shenzhen Stock Exchange regarding the acceptance of its application for a specific stock issuance to designated investors, which is a significant step towards raising capital through A-share issuance [1] Group 1 - The company received a notice from the Shenzhen Stock Exchange on February 27, 2026, confirming the acceptance of its application for issuing stocks to specific investors [1] - The Shenzhen Stock Exchange has verified that the application documents submitted by the company are complete and has decided to accept the application [1] - The implementation of the stock issuance is contingent upon approval from the Shenzhen Stock Exchange and registration consent from the China Securities Regulatory Commission [1]

深圳市豪鹏科技股份有限公司 Shenzhen Highpower Technology Co., Ltd. （深圳市龙岗区平湖街道新厦大道 68 号第一栋） 2026 年度向特定对象发行 A 股股票 募集说明书 （申报稿） 保荐机构（主承销商） 股票代码：001283 股票简称：豪鹏科技 二〇二六年二月 深圳市豪鹏科技股份有限公司 2026 年度向特定对象发行 A 股股票募集说明书 声 明 本公司及全体董事、审计委员会成员、高级管理人员承诺本募集说明书内容 真实、准确、完整，不存在虚假记载、误导性陈述或重大遗漏，按照诚信原则履 行承诺，并承担相应的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证 本募集说明书中财务会计资料真实、完整。 中国证券监督管理委员会、深圳证券交易所对本次发行所作的任何决定或意 见，均不表明其对发行人申请文件及所披露信息的真实性、准确性、完整性作出 保证，也不表明其对发行人的盈利能力、投资价值或者对投资者的收益作出实质 性判断或保证。任何与之相反的声明均属虚假不实陈述。 根据《证券法》的规定，证券依法发行后，发行人经营与收益的变化，由发 行人自行负责。投资 ...

证券代码：001283 证券简称：豪鹏科技 公告编号：2026-014 深圳市豪鹏科技股份有限公司 公司将按照有关规定和要求，根据该事项的进展情况及时履行信息披露义务， 敬请广大投资者注意投资风险。 特此公告。 深圳市豪鹏科技股份有限公司 董事会 关于 2026 年度向特定对象发行 A 股股票申请 2026 年 2 月 28 日 获得深圳证券交易所受理的公告 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。 深圳市豪鹏科技股份有限公司（以下简称"公司"）于 2026 年 2 月 27 日收到 深圳证券交易所出具的《关于受理深圳市豪鹏科技股份有限公司向特定对象发行 股票申请文件的通知》（深证上审〔2026〕38 号）。深圳证券交易所对公司报送 的向特定对象发行股票的申请文件进行了核对，认为申请文件齐备，决定予以受 理。 公司本次向特定对象发行 A 股股票事项尚需深圳证券交易所审核通过，并获 得中国证券监督管理委员会（以下简称"中国证监会"）同意注册后方可实施。 上述事项最终能否通过深圳证券交易所审核，并获得中国证监会同意注册的决定 及时间尚存在不确定性。 ...