| 证券代码：001283 | 证券简称：豪鹏科技 | 公告编号：2025-083 | | --- | --- | --- | | 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"的第九次提示性公告 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、"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 8、投资者赎回款到账日：2025 年 9 月 5 日 9、赎回类别：全部赎回 10、最后一个交易日（2025 年 8 月 25 日）可转债 ...

Core Insights - The company reported a revenue of 2.763 billion yuan for the first half of 2025, representing a year-on-year growth of 19.29% [1] - The net profit attributable to shareholders reached 96.71 million yuan, showing a significant increase of 252.49% year-on-year [1] - The company is focusing on AI hardware upgrades and new energy technology innovations to enhance its core competitiveness and drive high-quality business growth [1] Business Development - The company has completed capacity integration and upgraded its intelligent manufacturing system, which has contributed to its growth [1] - The company is actively expanding its emerging business areas, which are showing promising trends [1] - A cross-disciplinary R&D team has been established, led by experts in electrochemistry and artificial intelligence, focusing on four core strategic research directions [2] R&D Focus - The R&D efforts are concentrated on high-voltage positive electrode materials, high-silicon negative electrode applications, innovative steel shell stacking processes, and solid-state battery technologies [2] - The goal of the R&D initiatives is to significantly improve battery energy density, cycle life, and safety performance to meet the demanding power and space requirements of AI terminals [2] - The company aims to overcome the "safety-performance-volume" trade-off in AI terminal battery products through breakthroughs in the aforementioned technologies [2]

Investment Rating - The report maintains a "Recommended" rating for the company, indicating a potential upside of over 15% relative to the benchmark index [4][6]. Core Insights - The company achieved a revenue of 2.763 billion yuan in the first half of 2025, representing a year-on-year growth of 19.29%. The net profit attributable to shareholders was 97 million yuan, up 252.49% year-on-year, with a non-recurring net profit of 80 million yuan, growing 366.27% year-on-year [1][2]. - The company is transitioning from a "consumer battery manufacturer" to a leader in "AI + edge hardware new energy solutions," with significant growth in both consumer and energy storage application scenarios [2][3]. - The company has established strategic partnerships with major global clients such as HP, DJI, Dell, and Sony, and is making significant strides in emerging AI application scenarios [3]. Financial Performance - In Q2 2025, the company reported a revenue of 1.538 billion yuan, a year-on-year increase of 16.3% and a quarter-on-quarter increase of 25.6%. The net profit for the same period was 65 million yuan, reflecting a year-on-year growth of 167.4% and a quarter-on-quarter growth of 104% [1]. - The gross margin for the first half of 2025 was 18.74%, with a net margin of 3.50%, showing a year-on-year increase of 2.32 percentage points [1]. - The company expects revenues for 2025-2027 to reach 6.21 billion, 7.36 billion, and 8.52 billion yuan, with corresponding net profits of 257 million, 374 million, and 454 million yuan, indicating robust growth rates [4][5]. Strategic Initiatives - The company launched an employee stock ownership plan in July 2025, focusing on core R&D and manufacturing personnel, reflecting confidence in long-term development [3]. - The company plans to double its cooperation scale with key players in the low-altitude economy, particularly in the drone sector, while also expanding its client base in this area [3].

| | 本报告期 | | | --- | --- | --- | | 营业收入(元) | 2,762,767,014.17 | 2, : | | 归属于上市公司股东的净利润(元) | 96, 710, 693. 57 | | | 归属于上市公司股东的扣除非经常性损益的净利润(元) | 79, 839, 749. 71 | | | 经营活动产生的现金流量净额(元) | 91, 437, 293. 91 | | | 基本每股收益(元/股) | 1.29 | | | 稀释每股收益(元/股) | 1.29 | | | 加权平均净资产收益率 | 4. 03% | | | | 本报告期末 | | | 总资产(元) | 8, 476, 916, 629. 84 | 8. ' | | 归属于上市公司股东的净资产(元) | 2, 384, 485, 669. 08 | 2, · | 以8月18日收盘价计算，豪鹏科技目前市盈率（TTM）约为44.93倍，市净率（LF）约3.02倍，市销率（TTM）约1.3倍。 市盈率(TTM)历史分位(%) 001 900 82 49 80 70 60 52638 50 40 38.8 30 2 ...

豪鹏科技2025半年报 ...

Fundraising Overview - In 2023, the company raised a total of RMB 1,100 million through the issuance of convertible bonds, with a net amount of RMB 1,080.56 million after deducting issuance costs of RMB 19.44 million [1] - As of December 31, 2024, the company had utilized RMB 760.83 million of the raised funds for investment projects, with interest income and cash management gains amounting to RMB 5.67 million [2] - By June 30, 2025, the company had used RMB 146.87 million of the raised funds, with a remaining balance of RMB 180.48 million in the fundraising account [3] Fund Management and Compliance - The company has established a special account for managing the raised funds, ensuring compliance with relevant laws and regulations, and has signed tripartite supervision agreements with banks and sponsors [5][7] - As of June 30, 2025, the company strictly adhered to the management protocols and tripartite agreements regarding the use of the raised funds [6] Asset Impairment Losses - The company has proposed to recognize asset impairment losses totaling RMB 26.17 million for the first half of 2025, which will reduce the total profit for the period by the same amount [11][14] - The impairment losses include provisions for inventory and receivables, based on comprehensive checks and evaluations of asset values [12][13] Board Resolutions - The board of directors approved the half-year report and the special report on the use of raised funds, ensuring compliance with legal and regulatory requirements [33] - The board also approved the proposal for asset impairment losses, confirming that the decision aligns with accounting standards and accurately reflects the company's asset status [34]

（文章来源：证券日报） 证券日报网讯 8月18日晚间，豪鹏科技发布公告称，公司第二届董事会第十四次会议审议通过了《关于 公司及摘要的议案》等多项议案。 ...

智通财经APP讯，豪鹏科技(001283.SZ)发布2025年半年度报告，报告期内，公司实现营业收入27.63亿 元，同比增长19.29%。实现归属于上市公司股东的净利润9671.07万元，同比增长252.49%。实现归属于 上市公司股东的扣除非经常性损益的净利润7983.97万元，同比增长366.27%。基本每股收益1.29元。 ...

格隆汇8月18日丨豪鹏科技(001283.SZ)公布半年度报告，报告期内，公司实现营业收入276,276.70万 元，与上年同期相比增长19.29%。归属上市公司净利润9,671.07万元，与上年同期相比增长252.49%。 公司核心业务增长符合预期，新兴业务的拓展呈现良好态势。在产能整合完成、智能制造体系升级、高 端客户持续导入、产品技术附加值提升的多重动能共振的背景下，公司通过前瞻性布局AI+端侧新赛 道，紧抓AI硬件升级带来的新能源技术全面革新机遇，驱动高附加值产品比重进一步提升，持续夯实 公司的核心竞争力，推动公司的业务持续高质量发展。 ...

豪鹏科技8月18日晚间发布半年度业绩报告称，2025年上半年营业收入约27.63亿元，同比增加19.29%； 归属于上市公司股东的净利润约9671万元，同比增加252.49%；基本每股收益1.29元，同比增加 290.91%。 （文章来源：每日经济新闻） ...