Group 1 - Dazhihui reported that its daily operations are normal and there are no significant changes [4] - Jinchengzi announced that revenue from laser 3D printing control systems will account for less than 2% of total revenue in 2024 [5][6] - Bayi Shikong is expanding into edge computing business [8] - Zhengfan Technology plans to acquire 62.23% stake in Hanjing Semiconductor [10] - Dayang Electric is planning to issue H-shares and list on the Hong Kong Stock Exchange [18] Group 2 - Haitong Development intends to use up to $65 million to purchase dry bulk carriers [2] - Juhua Co. expects a net profit of 1.97 billion to 2.13 billion yuan for the first half of 2025, a year-on-year increase of 136% to 155% [3] - Dajin Heavy Industry anticipates a net profit of 510 million to 570 million yuan for the first half of 2025, a year-on-year increase of 193.32% to 227.83% [11] - Yatai Co. expects a net profit of 190 million to 210 million yuan for the first half of 2025, a year-on-year increase of 81.97% to 101.13% [12] - Huizhong Co. expects a net profit of 39.98 million to 42.03 million yuan for the first half of 2025, a year-on-year increase of 95% to 105% [13]

Core Viewpoint - The company, Haopeng Technology, is expected to achieve significant profit growth in the first half of 2025, driven by strategic partnerships, operational efficiency improvements, and advancements in the AI+ edge hardware market [1] Group 1: Financial Performance - Haopeng Technology forecasts a net profit of 90 million to 102 million yuan for the first half of 2025, representing a year-on-year increase of 228.03% to 271.77% [1] - The company's non-recurring net profit is expected to grow by 308.80% to 378.88% year-on-year, with revenue projected to increase by 15.72% to 20.90% [1] Group 2: Strategic Initiatives - The company has implemented an "All in AI" strategy, penetrating emerging fields such as AI+ edge hardware, AI server power supplies, and robotics, establishing a comprehensive battery product matrix for AI+ edge applications [1][2] - Haopeng Technology is focusing on addressing technical challenges related to high energy consumption and heat dissipation in AI devices by developing innovative battery technologies [3] Group 3: Market Potential - The AI+ edge market in China is projected to exceed 250 billion yuan by 2025, with a year-on-year growth rate of 35%, and is expected to reach 1.2 trillion yuan by 2030, indicating a compound annual growth rate (CAGR) of 30.8% from 2025 to 2030 [2] - Globally, the AI+ edge market is anticipated to grow to 143.6 billion USD (approximately 1040 billion yuan) within the next eight years, achieving a tenfold increase over ten years [2] Group 4: Production and Operational Efficiency - The company has consolidated its production capacity at the Tonghu New Industrial Park, enhancing resource sharing and operational efficiency through the implementation of the Highpower Business System (HBS) [4] - New production capacity is expected to be effectively utilized through ongoing strategic customer engagement and increasing order shares [5] Group 5: Employee Incentives and Long-term Growth - Haopeng Technology has introduced an employee stock ownership plan to align the interests of core personnel with the company's long-term development, setting a net profit target of 180 million yuan for 2025 [6] - The plan aims to ensure that key team members, particularly in R&D and manufacturing, are incentivized to contribute to the company's strategic execution and market competitiveness [6]

本次业绩预告是公司财务部门初步测算的结果，未经注册会计师审计，具体 财务数据请以公司披露的 2025 年半年度报告为准，敬请广大投资者谨慎决策， 注意投资风险。 特此公告。 证券代码：001283 证券简称：豪鹏科技 公告编号：2025-051 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。 一、本期业绩预计情况 ?预计净利润为正值且属于下列情形之一： □扭亏为盈 ?同向上升 □同向下降 项 目 本报告期 上年同期 收入：268,000.00 万元–280,000.00 万元 营业收入 收入：231,593.99 万元 比上年同期增长：15.72%–20.90% 归属于上市公司股东 盈利：9,000.00 万元–10,200.00 万元 盈利：2,743.66 万元 的净利润 比上年同期增长：228.03%–271.77% 扣除非经常性损益后 盈利：7,000.00 万元–8,200.00 万元 盈利：1,712.32 万元 的净利润 比上年同期增长：308.80%–378.88% 基本每 ...

豪鹏科技：预计上半年净利润同比增长228%-272% AI战略布局已开始初步转化为业务增长新动力 智通财经7月8日电，豪鹏科技(001283.SZ)公告称，预计2025年上半年实现营业收入26.8亿元-28亿元， 同比增长15.72%-20.90%。归属于上市公司股东的净利润为9000万元-1.02亿元，同比增长 228.03%-271.77%。报告期内，公司持续深化与头部战略大客户的合作，推动核心业务出货量稳步提 升；在AI+端侧硬件加速渗透的产业浪潮中，公司的AI战略布局已开始初步转化为业务增长新动力，并 将为未来发展注入强劲动力。 ...

Group 1 - The company expects its operating revenue for the first half of 2025 to be between 2.68 billion and 2.8 billion yuan, representing a year-on-year growth of 15.72% to 20.90% [1] - The projected net profit for the first half of 2025 is estimated to be between 90 million and 102 million yuan, indicating a significant year-on-year increase of 228.03% to 271.77% [1]

深圳市豪鹏科技股份有限公司 2025 年半年度业绩预告 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、本期业绩预计情况 1.业绩预告期间：2025 年 1 月 1 日–2025 年 6 月 30 日 | 证券代码：001283 | 证券简称：豪鹏科技 | 公告编号：2025-051 | | --- | --- | --- | | 债券代码：127101 | 债券简称：豪鹏转债 | | 2.业绩预告情况： 预计净利润为正值且属于下列情形之一： 本次业绩预告是公司财务部门初步测算的结果，未经注册会计师审计。公司 与会计师事务所就本次业绩预告有关事项进行了初步沟通，双方不存在重大分歧。 三、业绩变动原因说明 1、本报告期内，公司以产品创新与技术突破为支点，持续深化与头部战略 大客户的合作，加速高价值市场份额渗透，推动核心业务出货量稳步提升，从源 头有效保障了营业收入的高质量增长。同时，随着公司产能归集整合完成，资源 共享的协同效应逐步释放，公司将 HBS（Highpower Business System，豪鹏精 益生产系统）作为智能制造战略的重要要素，持续推 ...

Group 1 - The core viewpoint of the news is the performance and characteristics of the convertible bond issued by Haopeng Technology, which has seen a price increase and notable trading volume [1] - Haopeng Technology's convertible bond has a credit rating of "AA-", a maturity of 6 years, and a tiered coupon rate starting from 0.30% in the first year to 2.10% in the sixth year [1] - The conversion price for the bond is set at 50.22 yuan, with the conversion period starting on June 28, 2024 [1] Group 2 - Haopeng Technology, founded in 2002, specializes in the research, design, manufacturing, and sales of lithium-ion and nickel-hydrogen batteries, as well as battery recycling and resource utilization [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 significant increase of 903.92% [2] - The company has a concentrated shareholder structure, with the top ten shareholders holding a combined 45.89% of shares, and the top ten circulating shareholders holding 30.23% [2]

Group 1 - The Ministry of Industry and Information Technology has solicited opinions on 17 mandatory national standards, including the revision of the "Safety Technical Specification for Mobile Power Supplies," which aims to add or tighten testing requirements related to overcharging, puncture, compression, and thermal abuse [1] - The industry interprets this move as the initiation of new national standards, indicating a shift towards enhanced safety regulations for battery products [1] Group 2 - Haopeng Technology has launched a new generation of ultra-high safety "Soft Armor Solid State" batteries, which utilize semi-solid technology and military-grade protection systems to address essential safety concerns in various applications, particularly in high-risk environments such as aviation, high-speed rail, and mining [2][3] - The product has received recognition from leading industry brands and has entered mass production, positioning the company to lead a new era of safety in high-end mobile power supplies and communication devices [2] Group 3 - The "Soft Armor Solid State" battery features multiple active safety designs that prevent ignition and explosion under extreme physical damage scenarios, providing a fundamental solution to eliminate safety hazards [3] - The product incorporates a solid electrolyte coating technology and a "built-in fire extinguishing agent" that captures flammable hydrogen free radicals, effectively interrupting the chain reaction that leads to thermal runaway [3][4] Group 4 - The battery's "super membrane" offers effective puncture resistance and high-temperature tolerance, with a tensile strength exceeding 3000gf and puncture resistance greater than 70gf/μm, ensuring structural integrity under extreme conditions [4] - Compared to conventional batteries, the "Soft Armor Solid State" battery demonstrates superior safety performance, alongside enhanced energy density, wide temperature adaptability, and long cycle life, setting a new benchmark for battery products in the smart era [5] Group 5 - Haopeng Technology is accelerating the industrialization of solid-state batteries in consumer applications, providing high safety and quality battery solutions for the AI era [6] - The company has developed three mainstream solid-state battery routes, integrating modular technology and dynamic thermal management systems to achieve breakthroughs in energy density while ensuring high safety [6][7] - With a strong foundation in safety batteries and solid-state technology, Haopeng Technology is poised to become a core player in driving energy safety and efficiency revolutions, embracing future energy landscape changes [7]

Core Viewpoint - The legal opinion letter from Grandway Law Offices confirms that Shenzhen Haopeng Technology Co., Ltd. is qualified to implement its 2025 Employee Stock Ownership Plan (ESOP) in compliance with relevant regulations and guidelines [1][2][10]. Group 1: Company Overview - Shenzhen Haopeng Technology Co., Ltd. was listed on the Shenzhen Stock Exchange on September 5, 2022, with the stock code 001283 and a registered capital of 80.61 million RMB [2]. - The company operates in various sectors including electronic products, battery manufacturing, and software development, among others [2]. Group 2: Employee Stock Ownership Plan (ESOP) Compliance - The ESOP has been approved by the company's board and complies with the guidelines set forth in the "Pilot Guidance" and "Self-Regulatory Guidelines" [3][6]. - The plan is voluntary for employees, ensuring no forced participation, and aligns with the principle of equal rights among investors [4][5]. Group 3: Legal Procedures and Disclosure - The company has completed necessary procedures for the ESOP, including discussions with employee representatives and board approvals, but still requires shareholder meeting approval [7][8]. - The company has fulfilled its information disclosure obligations regarding the ESOP, including announcements of board and supervisory resolutions [8][9]. Group 4: Voting Arrangements and Management - The voting arrangements for the ESOP ensure that related directors and shareholders abstain from voting to maintain fairness [9]. - The management committee will oversee the ESOP, ensuring independent operation and preventing conflicts of interest [10].

Summary of Key Points from Conference Call Industry Overview - The conference call discusses the **steel shell battery industry**, highlighting its growing adoption driven by **EU environmental regulations** that mandate all products meet lifecycle recyclability standards by **2027** [1][5][25]. - Major companies involved include **Zhuhai Guanyu**, **Lianying Laser**, and **Haopeng Technology**, which are positioned to benefit from the shift towards steel shell batteries in consumer electronics [1][6][24]. Core Insights and Arguments - **Advantages of Steel Shell Batteries**: Compared to traditional aluminum-plastic soft packs, steel shell batteries offer better heat dissipation, higher strength, and flexible structures, enhancing device safety, battery life, and design innovation [1][3][5]. - **Market Demand**: Apple has begun using steel shell batteries in its Pro series and plans to expand this to more models, including ultra-thin and foldable versions. Samsung is also adopting steel shell batteries in its new SS26 model [2][5]. - **Projected Growth**: - Lianying Laser expects new orders in consumer electronics to reach **1.2-1.5 billion yuan** in 2025, with potential to exceed **1.8 billion yuan** in 2026 [1][9]. - Zhuhai Guanyu anticipates its market share in Apple's steel shell battery segment to rise from **10%** in 2024 to over **20%** in 2025 and nearly **40%** in 2026, with revenues projected at **3.5 billion yuan** in 2025 and **5 billion yuan** in 2026 [1][16]. - Haopeng Technology is expected to generate over **6 billion yuan** in revenue in 2025, benefiting from growth in laptops, wearables, and AI products [1][20]. Additional Important Insights - **Impact of EU Regulations**: The EU's environmental legislation is a significant driver for companies like Apple and Samsung to transition to steel shell batteries, which meet the new recyclability standards [5][25]. - **Market Potential Beyond Smartphones**: Other Apple products, such as iPads, computers, headphones, and watches, are also expected to adopt steel shell batteries, potentially creating an additional **2 billion yuan** in demand [11][12]. - **Lianying Laser's Competitive Edge**: As Apple's exclusive supplier, Lianying Laser has a strong position in the laser welding sector, which is crucial for steel shell battery production [13][15]. - **Android Market Potential**: The demand for steel shell batteries among Android manufacturers is significant, with estimates suggesting that **50-60%** of the market could shift to steel shell batteries, representing a market space of **4-4.8 billion yuan** [3][14]. - **Zhuhai Guanyu's Performance**: The company is experiencing a recovery in the consumer electronics sector, with a projected revenue of **12.5 billion yuan** in 2025 and **16 billion yuan** in 2026, driven by new customer acquisitions and increased production capacity [17][18]. Conclusion The steel shell battery industry is poised for significant growth, driven by regulatory changes and technological advancements. Key players like Zhuhai Guanyu, Lianying Laser, and Haopeng Technology are well-positioned to capitalize on this trend, with substantial revenue and market share growth expected in the coming years.