| 证券简称：豪鹏科技 | 公告编号：2025-060 | | --- | --- | | 证券代码：001283 | | 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 关于提前赎回"豪鹏转债"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。 特别提示： 1、"豪鹏转债"赎回价格：100.34 元/张（含当期应计利息，当期年利率为 0.50%，且当期利息含税），扣税后的赎回价格以中国证券登记结算有限责任公 司深圳分公司（以下简称"中登公司"）核准的价格为准。 2、赎回条件满足日：2025 年 8 月 7 日 3、停止交易日：2025 年 8 月 26 日 4、赎回登记日：2025 年 8 月 28 日 5、赎回日：2025 年 8 月 29 日 6、停止转股日：2025 年 8 月 29 日 7、赎回资金到账日（到达中登公司账户）：2025 年 9 月 3 日 经中国证券监督管理委员会（以下简称"中国证监会"）出具的《关于同意 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注册的批复》 （证监许可〔2023〕1997 ...

世纪证券有限责任公司 关于深圳市豪鹏科技股份有限公司 提前赎回"豪鹏转债"有关事项的核查意见 世纪证券有限责任公司（以下简称"保荐机构"）作为深圳市豪鹏科技股份有 限公司（以下简称"豪鹏科技"或"公司"）向不特定对象发行可转换公司债券的保 荐机构，根据《证券发行上市保荐业务管理办法（2025 年修正）》《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（2025 年修订）》 《深圳证券交易所股票上市规则（2025 年修订）》《可转换公司债券管理办法 （2025 年修正）》《深圳证券交易所上市公司自律监管指引第 15 号——可转换 公司债券（2025 年修订）》等相关法律、法规和规范性文件的规定，对公司提前 赎回可转换公司债券有关事项进行了核查，核查的具体情况及核查意见如下： 一、可转换公司债券基本情况 （一）可转换公司债券发行情况 经中国证券监督管理委员会（以下简称"中国证监会"）出具的《关于同意深 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注册的批复》（证 监许可〔2023〕1997 号）同意注册，公司于 2023 年 12 月 22 日向不特定对象发 行了 1,100.0 ...

北京国枫律师事务所 关于深圳市豪鹏科技股份有限公司 可转换公司债券提前赎回的 法律意见书 国枫律证字[2023]AN047-12 号 北京国枫律师事务所 国枫律证字[2023]AN047-12 号 Grandway Law Offices 北京市东城区建国门内大街 26 号新闻大厦 7 层 邮编：100005 电话（Tel）：010-88004488/66090088 传真（Fax）：010-66090016 北京国枫律师事务所 关于深圳市豪鹏科技股份有限公司 可转换公司债券提前赎回的 法律意见书 致：深圳市豪鹏科技股份有限公司 本所接受委托担任发行人可转债发行的专项法律顾问，对可转债提前赎回事 宜（以下简称"本次赎回"）出具本法律意见书。 本所律师在关于本次发行的《律师工作报告》中的声明事项亦适用于本法律 意见书；如无特别说明，本法律意见书中有关用语和简称的含义与《律师工作报 告》中相同用语和简称的含义一致。 本法律意见书仅供发行人本次赎回的目的使用，未经本所同意，不得用作任 何其他用途。 本所律师根据《公司法》《证券法》《可转换公司债券管理办法》（以下简称 《可转债管理办法》）、《深圳证券交易所上市公司自 ...

Group 1 - The core viewpoint of the news is that Haopeng Technology has issued convertible bonds, which are currently trading at a discount, and the company has shown significant growth in revenue and profit in recent financial data [1][2]. Group 2 - Haopeng Technology, founded in 2002, focuses on the research, design, manufacturing, and sales of lithium-ion and nickel-hydrogen batteries, as well as battery recycling and resource utilization [2]. - The company has a strong competitive position in the global market and offers flexible and reliable one-stop power solutions to clients [2]. - For the first quarter of 2025, Haopeng Technology reported a revenue of 1.2248 billion yuan, a year-on-year increase of 23.27%, and a net profit attributable to shareholders of 31.8135 million yuan, a year-on-year increase of 903.92% [2]. - The concentration of shareholding is high, with the top ten shareholders holding a combined 45.89% of shares, and the top ten circulating shareholders holding 30.23% [2].

Core Viewpoint - The company, Haopeng Technology, is involved in the production and development of lithium-ion batteries and has shown significant growth in revenue and profit, benefiting from the depreciation of the RMB and its overseas sales. Company Overview - Haopeng Technology, established on October 8, 2002, is located in Longgang District, Shenzhen, Guangdong Province. The company was listed on September 5, 2022, and specializes in the research, design, manufacturing, and sales of lithium-ion and nickel-hydride batteries [8]. - The main revenue composition includes square lithium-ion batteries (57.11%), cylindrical lithium-ion batteries (31.29%), nickel-hydride batteries (10.49%), and others (1.12%) [8]. Financial Performance - For the first quarter of 2025, Haopeng Technology achieved a revenue of 1.225 billion yuan, representing a year-on-year growth of 23.27%. The net profit attributable to the parent company was 31.8135 million yuan, showing a remarkable increase of 903.92% year-on-year [8]. - The company's overseas revenue accounted for 51.16% of total revenue, benefiting from the depreciation of the RMB [4]. Product Development - The company has developed semi-solid batteries with a volumetric energy density of 950 Wh/L and a cycle life of over 500 cycles. It has also proposed an innovative "self-adaptive bonding" technology to address the solid-solid interface challenges in all-solid-state batteries [3]. Market Activity - On August 5, the stock price of Haopeng Technology fell by 1.22%, with a trading volume of 447 million yuan and a turnover rate of 9.37%. The total market capitalization stood at 6.529 billion yuan [1]. - The average trading cost of the stock is 72.74 yuan, with the current price fluctuating between resistance at 85.05 yuan and support at 75.70 yuan, indicating potential for range trading [7].

Group 1 - The overall market is showing a positive trend, leading to increased research efforts by major brokerages on listed companies [1] - From July 4 to August 4, 101 brokerages conducted research on 608 stocks, with a focus on industries such as industrial machinery and electronic components [1][2] Group 2 - The stock with the highest number of research visits is Shijia Photon, with 54 visits, followed by Haopeng Technology with 50 visits, and Defu Technology, Hongfa Technology, and Hikvision with 49, 47, and 46 visits respectively [2] - Brokerages showed strong interest in merger and acquisition opportunities during the research, with specific inquiries about Shijia Photon's acquisition of Fuke Qima and Defu Technology's acquisition of Luxembourg copper foil [2][3] Group 3 - Emerging business areas are also a key focus for brokerages, with Haopeng Technology being questioned about its technological reserves and customer expansion in the low-altitude economy sector, and Hikvision about the progress and revenue contribution of its scene digitalization business [3] - The industry distribution of the researched stocks shows that 56 belong to the industrial machinery sector, 39 to electronic components, 36 to automotive parts and equipment, 29 to electrical components and equipment, and 25 to electronic devices and instruments [3]

可转换债券简称可转债，是一种可以在特定时间、按特定条件转换为普通股票的特殊企业债券，兼具债 权和股权的特征。一般而言，持有人可按照发行时约定的价格将债券转换成公司的普通股票的债券。如 果债券持有人不想转换，则可以继续持有债券，直到偿还期满时收取本金和利息，或者在流通市场出售 变现。 资料显示，深圳市豪鹏科技股份有限公司(股票代码:001283)创立于2002年,公司致力于锂离子电池、镍 氢电池的研发、设计、制造和销售,废旧电池回收及资源循环利用,是一家具备自主研发能力和全球市场 综合竞争力的企业,能够为客户提供灵活可靠的一站式电源解决方案。公司秉承"成就客户、开放共赢、 严谨务实、自我批判"的核心价值观,聚焦全球品牌商面临的挑战和压力,凭借多年的技术积累和产品研发 经验,获得全球诸多知名品牌商的认可。 8月5日，豪鹏转债盘中上涨2.15%报165.797元/张，成交额9888.66万元，转股折价率0.7%。 根据最新一期财务数据，2025年1月-3月，豪鹏科技实现营业收入12.248亿元，同比增加23.27%；归属 净利润3181.35万元，同比增加903.92%；扣非净利润2510.53万元，同比增加138 ...

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 ...