| 证券代码：001283 | 证券简称：豪鹏科技 | 公告编号：2025-090 | | --- | --- | --- | | 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 号、2025圳中银布保字第00175号），分别为上述授信额度提供连带责任保证。 2、近日，公司、公司全资子公司广东省豪鹏新能源科技有限公司（以下简 称"广东豪鹏"）及豪鹏供应链分别与上海浦东发展银行股份有限公司深圳分行 （以下简称"浦发银行"）签署了《融资额度协议》（编号：BC2025081500002133、 BC2025081500002136、BC2025081500002138），融资额度分别为：公司人民币贰 亿元整、广东豪鹏人民币贰亿元整、豪鹏供应链人民币贰亿元整。同时公司与浦 发 银 行 签 署 了 《 最 高 额 保 证 合 同 》 （ 编 号 ： ZB7934202500000017 、 ZB7934202500000018），分别为广东豪鹏及豪鹏供应链授信提供连带责任保证。 3、近日，公司与宁波银行股份有限公司深圳分行（以下简称"宁波银行"） 签署了《最高额保证合同》（编号：07 ...

| 证券代码：001283 | 证券简称：豪鹏科技 | 公告编号：2025-089 | | --- | --- | --- | | 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"赎回实施暨即将停止转股的重要提示性公告 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。 重要内容提示： 1、最后转股日：2025 年 8 月 28 日 因"豪鹏转债"已停止交易，本公司特提醒投资者在期限内转股。2025 年 8 月 28 日是"豪鹏转债"最后一个转股日，当日收市前，持有"豪鹏转债"的投 资者仍可进行转股；2025 年 8 月 28 日收市后，未转股的"豪鹏转债"将停止转 股，并将按照 100.34 元/张的价格被强制赎回。 2、截至 2025 年 8 月 26 日收市后，距离"豪鹏转债"停止转股并赎回仅剩 2 个交易日。投资者如未及时转股，可能面临损失。敬请投资者仔细阅读本公告 内容，关注相关风险。 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） ...

Core Viewpoint - The company announces the early redemption of its convertible bonds "Hao Peng Convertible Bonds" due to the triggering of conditional redemption clauses, urging investors to convert their bonds before the final conversion date of August 28, 2025 [1][2][10] Group 1: Convertible Bond Details - The company issued 11 million convertible bonds with a maturity of 6 years, and the initial conversion price was set at 50.65 CNY per share, later adjusted to 50.22 CNY per share [2][3] - The conditional redemption clause was triggered as the stock price met the criteria of being at least 130% of the conversion price for 15 out of 30 trading days [7][9] - The redemption price for the bonds is set at 100.34 CNY per bond, which includes accrued interest [10][11] Group 2: Redemption Process - Investors must convert their bonds by the close of trading on August 28, 2025, or face forced redemption at the specified price [1][10] - The company will complete the redemption process and subsequently delist the bonds from the Shenzhen Stock Exchange [11][12] - The company has authorized its management to handle all matters related to the redemption of the bonds [10]

| 证券代码：001283 | 证券简称：豪鹏科技 | 公告编号：2025-087 | | --- | --- | --- | | 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 重要内容提示： 1、最后转股日：2025 年 8 月 28 日 关于"豪鹏转债"赎回实施暨即将停止转股的重要提示性公告 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。 因"豪鹏转债"已停止交易，本公司特提醒投资者在期限内转股。2025 年 8 月 28 日是"豪鹏转债"最后一个转股日，当日收市前，持有"豪鹏转债"的投 资者仍可进行转股；2025 年 8 月 28 日收市后，未转股的"豪鹏转债"将停止转 股，并将按照 100.34 元/张的价格被强制赎回。 2、截至 2025 年 8 月 25 日收市后，距离"豪鹏转债"停止转股并赎回仅剩 3 个交易日。投资者如未及时转股，可能面临损失。敬请投资者仔细阅读本公告 内容，关注相关风险。 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） ...

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 注：1、截至 2025 年 8 月 18 日，公司的总股本为 95,020,604 股；截至 2025 年 8 月 22 一、 本次权益变动情况 公司控股股东潘党育先生、豪鹏控股、珠海安豪合计持有的权益近期变动触 及 1%的整数倍，系公司可转换公司债券转股使公司总股本增加而引起的股东持 股比例被动稀释，不涉及股东持股数量的变化。根据相关规定，现将具体情况说 明如下： | 1．基本情况 信息披露义务人 | 潘党育 | | --- | --- | | 住所 | 深圳市龙岗区平湖街道新厦大道 号 栋 68 A7 | | 权益变动时间 | 2025 年 8 月 19 日-2025 年 8 月 22 日 | | 权益变动过程 | 年 月 年 月 日，因公司可转换公司债券转股，公 2025 8 19 日-2025 8 22 司总股本由 95,020,604 股增加至 98,604,888 股，致公司控股股东潘党育 先生、豪鹏控股、珠海安豪持股比例被动稀释，不涉及其持股数量的变 | | | 化。本次变动，不会对公司的控制权稳定及生产经营产生 ...

Investment Rating - The report maintains a "Recommended" investment rating for the renewable energy sector, indicating a positive outlook for the industry [7]. Core Insights - The report highlights significant improvements in the performance of the renewable energy sector, particularly in the photovoltaic (PV) and wind power segments, driven by national strategic initiatives aimed at reducing competition and enhancing industry stability [4][5]. - The photovoltaic industry is currently at the bottom of its cycle, with future policy measures expected to be critical in shaping the industry's trajectory towards high-quality development [4]. - The wind power sector is experiencing a favorable supply-demand structure, with increasing profitability among companies, particularly in offshore wind projects [4]. Weekly Market Review - From August 18 to August 22, 2025, the Shanghai Composite Index rose by 3.49%, while the Shenzhen Component Index and the ChiNext Index increased by 4.57% and 5.85%, respectively. The Shenwan Electric Power Equipment Index rose by 2.28%, underperforming the CSI 300 by 1.90 percentage points [2][13]. - Within sub-sectors, photovoltaic equipment saw a rise of 3.47%, while wind power equipment decreased by 0.90% [2][13]. Key Sector Tracking - Longi Green Energy reported a revenue of 32.8 billion yuan for the first half of 2025, a decline of 14.83% year-on-year, with a net loss of 2.569 billion yuan, significantly reduced from a loss of 5.23 billion yuan in the same period last year [3][34]. - The report emphasizes the importance of government subsidies and the impact of market pricing on operational losses within the photovoltaic sector [3][34]. Investment Recommendations - For the photovoltaic sector, the report suggests focusing on companies with clear alpha potential in the silicon material, glass, and battery segments, as well as new technologies and leading manufacturers [4]. - In the wind power sector, the report recommends attention to companies with strong performance in offshore wind projects and related supply chains, such as Goldwind Technology and Orient Cable [4]. Industry Performance Data - The report notes that the cumulative installed capacity of new energy storage in China reached 101.3 GW by mid-2025, marking a year-on-year growth of 110% [22]. - The average utilization hours of power generation equipment decreased by 188 hours compared to the previous year, indicating challenges in the overall energy market [26]. Company Announcements - EVE Energy reported a revenue increase of 30.06% year-on-year for the first half of 2025, driven by strong performance in both power and energy storage battery segments [24]. - JA Solar's net loss narrowed significantly, reflecting improved operational efficiency and market conditions [24]. Price Trends - The report provides insights into the price trends of key materials in the industry, including polysilicon and battery cells, indicating a general upward trend in prices due to supply constraints and increased demand [22][23].

Investment Rating - The report maintains an "Outperform" rating for the electric equipment and new energy industry [1] Core Insights - The report highlights the ongoing "anti-involution" efforts in the photovoltaic sector, with government initiatives aimed at regulating low-price competition and promoting product quality [1] - In the electric vehicle sector, the report anticipates continued high growth in domestic sales driven by new model releases and the upcoming sales peak, which will boost demand for batteries and materials [1] - The solid-state battery industry is showing clear trends towards industrialization, with significant advancements reported by leading companies [1] Industry Overview - The electric equipment and new energy sector saw a weekly increase of 2.28%, with notable performances in various sub-sectors: industrial automation up 3.84%, new energy vehicles up 3.69%, and photovoltaic sector up 3.39% [2][10] - The report notes that the penetration rate of new energy vehicles is expected to reach a new high of 56.7% in August, with retail sales projected to hit around 1.1 million units [2][25] - The Ministry of Industry and Information Technology held a meeting to further regulate competition in the photovoltaic industry, emphasizing the need for self-discipline and fair competition [2][25] Company Performance - Major companies reported varying profit results for the first half of 2025: - Huayou Cobalt reported a net profit of 2.711 billion yuan, up 62.26% year-on-year [27] - Tianqi Lithium reported a net profit of 3.07 billion yuan, up 27.76% year-on-year [27] - However, Tongwei Co. reported a net loss of 4.955 billion yuan [27] - The report also highlights significant partnerships, such as Chuangneng New Energy signing a battery development agreement with Dongfeng Liuzhou Automobile to supply over 30 GWh of battery products over the next five years [25][27]

| 证券代码：001283 | 证券简称：豪鹏科技 | 公告编号：2025-086 | | --- | --- | --- | | 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"赎回实施暨即将停止交易的重要提示性公告 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。 重要内容提示： 1、最后交易日：2025 年 8 月 25 日 2025 年 8 月 25 日是"豪鹏转债"最后一个交易日，当日"豪鹏转债"简称 为"Z 鹏转债"；2025 年 8 月 25 日收市后"豪鹏转债"将停止交易。 2、最后转股日：2025 年 8 月 28 日 2025 年 8 月 28 日是"豪鹏转债"最后一个转股日，当日收市前，持有"豪 鹏转债"的投资者仍可进行转股；2025 年 8 月 28 日收市后，未转股的"豪鹏转 债"将停止转股。 3、截至 2025 年 8 月 22 日收市后，距离"豪鹏转债"停止交易仅剩 1 个交 易日，距离"豪鹏转债"停止转股并赎回仅剩 4 个交易日。本公司特提醒投资者 仔细阅读本公告内容，关注相关风 ...

Core Viewpoint - The company has triggered the conditional redemption clause for its convertible bonds "Hao Peng Convertible Bonds" due to the stock price meeting specific criteria, leading to an early redemption announcement [2][10]. Group 1: Convertible Bond Redemption - The company will stop trading "Hao Peng Convertible Bonds" after the market closes on August 25, 2025, and the conversion will cease after August 28, 2025 [1]. - The board of directors approved the early redemption of "Hao Peng Convertible Bonds" on August 7, 2025, based on current market conditions and the company's operational status [2][10]. - The redemption price for the bonds is set at 100.34 CNY per bond, which includes interest and tax [10]. Group 2: Bond Issuance and Terms - The company issued 11 million convertible bonds on December 22, 2023, with a maturity of six years and a face value of 100 CNY per bond [2]. - The initial conversion price was adjusted from 50.65 CNY to 50.22 CNY per share due to stock changes [3][5]. - The bonds have a tiered interest rate structure, starting at 0.30% in the first year and increasing to 2.10% in the sixth year [7][8]. Group 3: Redemption Conditions - The conditional redemption clause allows the company to redeem the bonds if the stock price remains above 130% of the conversion price for at least 15 trading days within a 30-day period [7][9]. - The company has the right to redeem all or part of the unconverted bonds if the remaining balance is less than 30 million CNY [7]. Group 4: Shareholder Transactions - The company's major shareholders and executives have engaged in transactions involving "Hao Peng Convertible Bonds" within six months prior to the redemption conditions being met [11].

| 证券代码：001283 | 证券简称：豪鹏科技 | 公告编号：2025-085 | | --- | --- | --- | | 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 2025 年 8 月 25 日是"豪鹏转债"最后一个交易日，当日"豪鹏转债"简称 为"Z 鹏转债"；2025 年 8 月 25 日收市后"豪鹏转债"将停止交易。 2、最后转股日：2025 年 8 月 28 日 2025 年 8 月 28 日是"豪鹏转债"最后一个转股日，当日收市前，持有"豪 鹏转债"的投资者仍可进行转股；2025 年 8 月 28 日收市后，未转股的"豪鹏转 债"将停止转股。 3、截至 2025 年 8 月 21 日收市后，距离"豪鹏转债"停止交易仅剩 2 个交 易日，距离"豪鹏转债"停止转股并赎回仅剩 5 个交易日。本公司特提醒投资者 仔细阅读本公告内容，关注相关风险，谨慎交易"豪鹏转债"。 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" ...