Core Viewpoint - The company, Haopeng Technology, is experiencing growth in its stock performance and is positioned to benefit from trends in the electric vehicle and battery recycling sectors, alongside the depreciation of the Chinese yuan [1][4]. Company Overview - Haopeng Technology, established in October 2002 and listed in September 2022, specializes in the research, design, manufacturing, and sales of lithium-ion and nickel-hydride batteries [8]. - The company's main products include polymer soft-pack lithium-ion batteries (57.11% of revenue), cylindrical lithium-ion batteries (31.29%), and nickel-hydride batteries (10.49%) [8]. Product Development - The company has developed semi-solid state batteries with an energy density of 950 Wh/L and a cycle life exceeding 500 cycles, passing extreme safety tests [3]. - Haopeng Technology is one of the earliest national high-tech enterprises engaged in the recycling and processing of used secondary batteries [3]. Financial Performance - For the first quarter of 2025, the company reported a revenue of 1.225 billion yuan, representing a year-on-year growth of 23.27%, and a net profit of 31.8135 million yuan, up 903.92% year-on-year [8]. - As of the 2024 annual report, overseas revenue accounted for 51.16% of total revenue, benefiting from the depreciation of the yuan [4]. Market Activity - On August 4, the company's stock rose by 2.85%, with a trading volume of 433 million yuan and a turnover rate of 9.25%, leading to a total market capitalization of 6.610 billion yuan [1]. - The stock has seen a net inflow of 36.27 million yuan from major investors, indicating a positive trend in investor interest [5][6]. Technical Analysis - The average trading cost of the stock is 71.56 yuan, with the current price approaching a resistance level of 82.88 yuan, suggesting potential for upward movement if this level is surpassed [7].

Core Insights - The report emphasizes the continuous optimization of the supply-demand structure in the new energy vehicle (NEV) industry, supported by favorable policies and strong demand resilience. In June, NEV production and sales reached 1.268 million and 1.329 million units, respectively, marking year-on-year growth of 26.4% and 26.7% [3][69] - The report maintains a "recommended" rating for the NEV industry, highlighting potential investment opportunities in solid-state batteries, liquid cooling technologies, and robotics [4][70] Market Performance - The NEV index, lithium battery index, fuel cell index, charging pile index, and energy storage index experienced weekly declines of -2.91%, -2.40%, -2.11%, -0.22%, and -1.39%, respectively [5][22] - Notable performers in the lithium battery sector included companies like Zhongyi Technology and Kecuan Technology, which saw increases of 17.3% and 9.4%, while companies like Ganfeng Lithium and Tianqi Lithium faced declines of 8.2% and 8.7% [5][26] Price Trends in Lithium Battery Supply Chain - Lithium carbonate prices decreased to 71,300 CNY/ton, down 2.2% from the previous week, while lithium hydroxide prices increased by 4% to 65,700 CNY/ton. Cobalt prices rose by 11.3% to 276,000 CNY/ton [5][33] - The report indicates that the overall price structure in the supply chain is at a low point, with prices likely to rise in the future due to strong demand and ongoing adjustments in the industry [3][70] Production and Sales Data - In the first half of 2025, NEV production and sales reached 6.968 million and 6.937 million units, respectively, reflecting year-on-year growth of 41.4% and 40.3% [3][48] - Major NEV manufacturers reported their July sales figures, with BYD selling 344,000 units, Li Auto delivering 30,731 units, and NIO delivering 21,017 units, indicating varied performance across brands [49][60] Industry Dynamics - The report notes that several new energy vehicle manufacturers, including Li Auto and Xiaopeng, have reported significant sales growth, with Xiaopeng achieving a 229% year-on-year increase in July [60][62] - The report also highlights the introduction of new technologies, such as the "Star" super range extender by Zhiji Auto, which aims to enhance the electric vehicle experience [62][63] Key Companies and Earnings Forecast - The report identifies key companies in the NEV supply chain, including CATL, Haopeng Technology, and Zhejiang Rongtai, with positive earnings forecasts and investment ratings [7][8][70] - CATL's revenue for the first half of 2025 was reported at 178.886 billion CNY, with a net profit of 30.485 billion CNY, reflecting a year-on-year growth of 33.33% [66][70]

证券代码：001283 证券简称：豪鹏科技 公告编号：2025-058 债券代码：127101 债券简称：豪鹏转债 深圳市豪鹏科技股份有限公司 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： 休息日延至其后的第 1 个工作日） 募集说明书》（以下简称《募集说明书》）约定：在本次发行的可转换公司债券 转股期内，如果公司股票连续三十个交易日中至少有十五个交易日的收盘价不低 于当期转股价格的 130%（含 130%，保留小数点后两位，最后一位四舍五入）， 或本次发行的可转换公司债券未转股余额不足人民币 3,000 万元时，公司有权按 照债券面值加当期应计利息的价格赎回全部或部分未转股的可转换公司债券。 下简称"公司"）股票已有十个交易日的收盘价格不低于当期转股价格（50.22 元 /股）的 130%（含 130%，即 65.29 元/股），预计后续可能触发"豪鹏转债"有 条件赎回条款。根据《募集说明书》有条件赎回条款的相关规定，届时公司有权 决定是否按照债券面值加当期应计利息的价格赎回全部或部分未转股的可转换 公司债券，敬请广大投资者详细了解公司《募集说 ...

证券代码：001283 证券简称：豪鹏科技 公告编号：2025-057 债券代码：127101 债券简称：豪鹏转债 深圳市豪鹏科技股份有限公司 关于 2025 年员工持股计划首次授予部分非交易过户完成的公告 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。 截至本公告披露日，本持股计划首次授予部分通过非交易过户方式受让的股 票数量为 2,554,000 股，占本公告披露日总股本的 3.1683%，相关股票均来源于 上述回购股份，实际用途与回购方案的拟定用途不存在差异。 二、本持股计划账户开立、认购及非交易过户情况 截至本公告披露日，公司已在中国证券登记结算有限责任公司深圳分公司开 立了本持股计划证券专用账户，证券账户名称为"深圳市豪鹏科技股份有限公司 －2025 年员工持股计划"，证券账户号码为"0899488180"。 根据本持股计划的有关规定，本持股计划拟受让公司回购的标的股票价格为 （含预留份额），以"份"作为认购单位，每份份额为 1.00 元，具体份额根据 实际出资缴款金额确定，参加本持股计划的公司员工总人数不超过 80 人（不含 预留参加人员）。 深圳 ...

Group 1: Company Strategy and Market Positioning - The company aims to enhance profitability through new application scenarios, technology upgrades, and product innovations, particularly in the "AI+ solid-state" energy solutions sector [2][3] - The strategy involves transitioning from a "supplier" to a "product co-definer" by focusing on key brand clients and developing products that meet their specific needs [4] - The company has established long-term strategic partnerships with leading global brands, facilitating a positive cycle of "technology breakthroughs → value enhancement → capacity collaboration" [4][5] Group 2: Product Development and Technological Advancements - The company has made significant progress in solid-state technology, focusing on polymer, oxide, and sulfide routes, particularly for consumer-grade AI terminal applications [7] - The semi-solid battery has achieved a volumetric energy density of 950 Wh/L, addressing stability issues with innovative bonding interface technology [7] - The company is leveraging its expertise in small battery technology to meet the growing demand for high energy density in AI-related markets, such as smart wearables and AI PCs [5][6] Group 3: Research and Development Focus - The R&D team comprises experts from top global institutions and industry scientists, emphasizing a full-chain technical capability from material research to product application [6] - Future R&D investments will be concentrated on high-return, high-value AI+ business areas, with a focus on precision development in collaboration with key clients [6] - The company is committed to fostering a competitive environment for R&D talent through attractive compensation and equity incentives [6] Group 4: Market Opportunities and Client Engagement - The company is actively exploring the low-altitude economy, recognizing battery performance as a critical factor for the development of flying cars, requiring high safety and energy density [8] - The company has established stable partnerships with leading drone manufacturers, with product supply expected to double in 2025, indicating strong client engagement in the low-altitude sector [8] - The company is also expanding its client base in the low-altitude market, aiming to capitalize on future demand for eVTOL applications [8]

（文章来源：证券日报） 证券日报网讯 7月31日晚间，豪鹏科技发布公告称，2025年7月31日，公司收到中国证券登记结算有限 责任公司深圳分公司出具的《证券过户登记确认书》，本持股计划首次受让的标的股票2，554，000股 已于2025年7月30日由公司回购专用证券账户非交易过户至"深圳市豪鹏科技股份有限公司-2025年员工 持股计划"证券账户，过户股票数量占本公告披露日总股本的3.1683%。 ...

Group 1 - The company, Haopeng Technology (001283.SZ), announced the completion of its employee stock ownership plan with the transfer of 2,554,000 shares [1] - The transferred shares represent 3.1683% of the company's total share capital as of the announcement date [1] - The shares were transferred from the company's repurchase special securities account to the "Shenzhen Haopeng Technology Co., Ltd. - 2025 Employee Stock Ownership Plan" securities account [1]

| | | 深圳市豪鹏科技股份有限公司 2025 年员工持股计划第一次持有人会议决议公告 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。 一、持有人会议召开情况 深圳市豪鹏科技股份有限公司（以下简称"豪鹏科技"或"公司"）2025 年 员工持股计划第一次持有人会议（以下简称"会议"）于 2025 年 7 月 31 日在公 司会议室以现场结合通讯方式召开。本次会议应出席持有人 71 人，实际出席持 有人及委托代理人 63 人，代表公司 2025 年员工持股计划份额 60,787,980 份，占 公司 2025 年员工持股计划首次授予总份额的 85.2780%。会议由董事会秘书陈萍 女士主持，会议的召集召开、表决程序符合《深圳市豪鹏科技股份有限公司 2025 年员工持股计划管理办法》等的有关规定，会议合法有效。 二、持有人会议审议情况 会议通过审议表决形成如下决议： （一）审议通过《关于设立深圳市豪鹏科技股份有限公司 2025 年员工持股 计划管理委员会的议案》 为保证公司 2025 年员工持股计划（以下简称"本持股计划"）的顺利进行， 保障持有人的合法权益，根据 ...

| 证券代码：001283 | 证券简称：豪鹏科技 公告编号：2025-057 | | --- | --- | | 债券代码：127101 | 债券简称：豪鹏转债 | 深圳市豪鹏科技股份有限公司 关于 2025 年员工持股计划首次授予部分非交易过户完成的公告 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 2025 年 7 月 1 日召 开第二届董事会第十二次会议及第二届监事会第八次会议，于 2025 年 7 月 18 日 召开 2025 年第一次临时股东大会，审议通过了《关于公司<2025 年员工持股计 划（草案）>及其摘要的议案》《关于<公司 2025 年员工持股计划管理办法>的议 案》《关于提请股东大会授权董事会办理公司 2025 年员工持股计划有关事项的 议案》等相关议案，具体内容详见公司于 2025 年 7 月 3 日、2025 年 7 月 19 日 在巨潮资讯网（http://www.cninfo.com.cn）披露的相关公告。 根据中国证监会《关于上市公司实施员工持股计划试点的指导意见》《深圳 证 ...

| 证券代码：001283 | 证券简称：豪鹏科技 公告编号：2025-058 | | --- | --- | | 债券代码：127101 | 债券简称：豪鹏转债 | 深圳市豪鹏科技股份有限公司 关于"豪鹏转债"预计触发赎回条件的提示性公告 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、证券代码：001283 证券简称：豪鹏科技 2、债券代码：127101 债券简称：豪鹏转债 3、转股价格：50.22 元/股 4、转股期限：2024 年 6 月 28 日至 2029 年 12 月 21 日（如遇法定节假日或 休息日延至其后的第 1 个工作日） 5、根据《深圳市豪鹏科技股份有限公司向不特定对象发行可转换公司债券 募集说明书》（以下简称《募集说明书》）约定：在本次发行的可转换公司债券 转股期内，如果公司股票连续三十个交易日中至少有十五个交易日的收盘价不低 于当期转股价格的 130%（含 130%，保留小数点后两位，最后一位四舍五入）， 或本次发行的可转换公司债券未转股余额不足人民币 3,000 万元时，公司有权按 照债券面值加当期应计利息的价格赎 ...