Investment Rating - The report maintains a rating of "Add" for the company with a target valuation of 19.00 - 22.00 CNY, while the current stock price is 15.89 CNY [3]. Core Views - The company's performance is improving, with a significant expected increase in net profit for the first half of 2025, projected to be between 300 million to 360 million CNY, representing a year-on-year growth of 79%-115% and 156%-204% for non-recurring net profit [1]. - The company is experiencing robust growth in its core business, particularly in the electric tool market, with overseas orders increasing, and is expected to see overseas revenue contribution rise above 50% [10][11]. - The BBU (Battery Backup Unit) business is anticipated to yield excellent returns due to the rapid application of AI computing power, with the company actively entering this market and beginning shipments [7][27]. Financial Data and Valuation - The company forecasts total revenue of 52.22 billion CNY for 2023, with a projected growth rate of 29% in 2024 and 21% in 2025 [2][37]. - The estimated net profit for 2025 is 759 million CNY, with a year-on-year growth of 56% [2][30]. - The company’s earnings per share (EPS) is expected to increase from 0.12 CNY in 2023 to 0.66 CNY in 2025 [2][38]. Business Analysis - The company has shipped approximately 310 million battery units in the first half of the year, with Q2 shipments reaching 170-180 million units, a year-on-year increase of 70% [11]. - The introduction of new products, particularly the full-tab cylindrical cells, is expected to enhance competitiveness in the BBU market, with the company already beginning to ship these products [27][28]. - The LED business has shown significant recovery, contributing over 50 million CNY in profit in Q2, with expectations for continued growth [10][11]. Profitability and Growth - The company’s operating profit is projected to recover significantly, with estimates of 954 million CNY in 2025, reflecting a 60% year-on-year increase [2][37]. - The gross margin is expected to improve from 12.8% in 2023 to 21.0% in 2025, indicating enhanced profitability [38]. - The company is focusing on expanding its market share in new applications such as BBU, robotics, and low-altitude sectors, which are expected to drive future growth [7][10].

Group 1 - The core viewpoint of the news is the performance of the CSI 1000 Industrial Index, which has shown significant growth over the past month, three months, and year-to-date [2] - The CSI 1000 Industrial Index has increased by 7.59% in the last month, 14.31% in the last three months, and 13.33% year-to-date [2] - The index is composed of liquid and representative securities from various industries, providing diverse investment options for investors [2] Group 2 - The top ten weighted stocks in the CSI 1000 Industrial Index include Huicheng Environmental Protection (1.21%), Inner Mongolia First Machinery (0.94%), and Aerospace Rainbow (0.92%) [2] - The market share of the CSI 1000 Industrial Index is 54.98% from the Shenzhen Stock Exchange and 45.02% from the Shanghai Stock Exchange [2] - The industry composition of the CSI 1000 Industrial Index shows that machinery manufacturing accounts for 31.95%, power equipment for 28.24%, and transportation for 11.90% [2] Group 3 - The index sample is adjusted every six months, with adjustments implemented on the next trading day after the second Friday of June and December [3] - In special circumstances, the index may undergo temporary adjustments, such as when a sample stock is delisted or undergoes mergers, acquisitions, or splits [3] - When adjustments are made to the CSI 1000 Index, corresponding adjustments are also made to the CSI 1000 Industry Index [3]

蔚蓝锂芯最新股价报15.57元，较前一交易日上涨0.57元。盘中最高触及15.84元，最低15.29元，成交金 额达14.62亿元。 从资金流向来看，蔚蓝锂芯当日主力资金净流入1134.45万元，近五日累计净流入4218.77万元。 风险提示：以上内容仅供参考，不构成投资建议。市场有风险，投资需谨慎。 该公司主营业务为锂电池的研发、生产和销售。根据最新公告，蔚蓝锂芯预计2025年上半年归属于上市 公司股东的净利润为3亿元至3.6亿元，同比增长79.29%至115.15%。 ...

金融界消息 截至2025年8月5日收盘，蔚蓝锂芯（002245）报收于15.57元，上涨3.8%，换手率8.66%， 成交量93.82万手，成交金额14.62亿元。 天眼查商业履历信息显示，江苏蔚蓝锂芯集团股份有限公司，成立于2002年，位于苏州市，是一家以从 事金属制品业为主的企业。企业注册资本115204.6537万人民币，实缴资本21739.5728万人民币。公司法 定代表人为CHEN KAI。 通过天眼查大数据分析，江苏蔚蓝锂芯集团股份有限公司共对外投资了10家企业，参与招投标项目9 次，知识产权方面有商标信息4条，专利信息27条，此外企业还拥有行政许可6个。 来源：金融界 资金流向方面，今日主力资金净流入1134.45万元，占比成交额0.78%。其中，超大单净流出2185.84万 元、占成交额1.49%，大单净流入3320.29万元、占成交额2.27%，中单净流出流出7481.27万元、占成交 额5.12%，小单净流入6346.83万元、占成交额4.34%。 蔚蓝锂芯最新一期业绩显示，截至2025一季报，公司营业总收入17.28亿元、同比增长20.90%，归属净 利润1.42亿元，同比增长100.5 ...

Market Overview - The battery sector increased by 1.17% compared to the previous trading day, with Xingyun Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3583.31, up 0.66%, while the Shenzhen Component Index closed at 11041.56, up 0.46% [1] Stock Performance - Notable gainers in the battery sector included: - **Xingyun Co., Ltd.** (300648) with a closing price of 49.90, up 14.90% and a trading volume of 150,800 shares, totaling 713 million yuan [1] - **Xinyu Ren** (688573) closed at 33.16, up 9.58% with a volume of 121,100 shares [1] - **Jinyang Co., Ltd.** (301210) closed at 44.16, up 6.08% with a volume of 82,300 shares [1] Capital Flow - The battery sector saw a net inflow of 471 million yuan from institutional investors, while retail investors experienced a net outflow of 744 million yuan [2][3] - Major stocks with significant capital inflows included: - **Ningde Times** (300750) with a net inflow of 1.90 billion yuan from institutional investors [3] - **Weilan Lithium Core** (002245) with a net inflow of 1.11 billion yuan [3] Summary of Trading Data - The trading data for the battery sector showed a mix of gains and losses among various stocks, with some experiencing significant increases while others faced declines [2][3] - The overall sentiment in the battery sector appears positive, driven by strong performances from key players [1][2]

金融界消息 截至2025年8月4日收盘，蔚蓝锂芯（002245）报收于15.0元，上涨3.09%，换手率7.45%， 成交量80.72万手，成交金额11.99亿元。 来源：金融界 资金流向方面，今日主力资金净流入1.11亿元，占比成交额9.27%。其中，超大单净流入6797.53万元、 占成交额5.67%，大单净流入4315.69万元、占成交额3.6%，中单净流出流出2487.10万元、占成交额 2.07%，小单净流出8626.12万元、占成交额7.2%。 通过天眼查大数据分析，江苏蔚蓝锂芯集团股份有限公司共对外投资了10家企业，参与招投标项目9 次，知识产权方面有商标信息4条，专利信息27条，此外企业还拥有行政许可6个。 蔚蓝锂芯最新一期业绩显示，截至2025一季报，公司营业总收入17.28亿元、同比增长20.90%，归属净 利润1.42亿元，同比增长100.56%，扣非净利润1.48亿元，同比增长204.48%，流动比率1.622、速动比率 1.170、资产负债率35.24%。 天眼查商业履历信息显示，江苏蔚蓝锂芯集团股份有限公司，成立于2002年，位于苏州市，是一家以从 事金属制品业为主的企业。企业注册 ...

Group 1: Macro and Strategy Insights - The macro view for August indicates a stable policy environment with an upward shift in risk appetite, suggesting that industrial growth will remain a key theme [7] - The strategy outlook highlights an "extension of offensive trends" in the market, with a recommendation to maintain positions and selectively increase holdings as the A-share market shows a bullish trend [8] - The quantitative perspective suggests breaking the deflationary spiral, with expectations for a cyclical upswing in the market [9] Group 2: Selected Stocks for August - The selected stocks for August include China Pacific Insurance (non-bank), China Shipbuilding Industry (military), Shanghai Yanpu (large manufacturing), Weilan Lithium (electric new energy), Wanjun Technology (computer), Guomai Culture (media), Baiwei Storage (consumer electronics), Huaxi Nonferrous Metals (non-ferrous), Sun Paper (light industry), and Tigermed (pharmaceutical) [11] - China Pacific Insurance is positioned as a leading insurance company with a strong background, expected to benefit from its transformation and increase in new business value [12] - China Shipbuilding Industry is identified as a leader in naval defense, benefiting from advancements in deep-sea technology and a growing market for underwater monitoring systems [17] - Shanghai Yanpu is noted for its potential in the seating market, with a platform transformation expected to enhance performance and market share [20] - Weilan Lithium is recognized for its robust main business and potential for valuation upgrades due to new product developments [25] - Wanjun Technology is highlighted for its long-standing expertise in creative software, with AI product commercialization expected to accelerate growth [28] - Guomai Culture is anticipated to benefit from the release of its animated film "The Stars of the Three Kingdoms," which is expected to drive revenue [32] - Baiwei Storage is positioned to benefit from the upward cycle in the storage industry, with a focus on advanced packaging technology [38] - Huaxi Nonferrous Metals is expected to see price increases in tin and antimony, driven by strong demand and limited supply [43] - Sun Paper is projected to benefit from industry stabilization and cost advantages from its integrated operations [50] - Tigermed is positioned to gain from the growing demand for clinical CRO services as the innovative drug sector expands [55]

天眼查商业履历信息显示，江苏蔚蓝锂芯集团股份有限公司，成立于2002年，位于苏州市，是一家以从 事金属制品业为主的企业。企业注册资本115204.6537万人民币，实缴资本21739.5728万人民币。公司法 定代表人为CHEN KAI。 通过天眼查大数据分析，江苏蔚蓝锂芯集团股份有限公司共对外投资了10家企业，参与招投标项目9 次，知识产权方面有商标信息4条，专利信息27条，此外企业还拥有行政许可6个。 金融界消息 截至2025年7月31日收盘，蔚蓝锂芯（002245）报收于14.44元，下跌0.96%，换手率 4.11%，成交量44.58万手，成交金额6.49亿元。 资金流向方面，今日主力资金净流出4341.99万元，占比成交额6.7%。其中，超大单净流出2968.33万 元、占成交额4.58%，大单净流出1373.66万元、占成交额2.12%，中单净流出流入1229.36万元、占成交 额1.9%，小单净流入3112.63万元、占成交额4.8%。 蔚蓝锂芯最新一期业绩显示，截至2025一季报，公司营业总收入17.28亿元、同比增长20.90%，归属净 利润1.42亿元，同比增长100.56%，扣非净利润1 ...

中信建投证券股份有限公司 关于江苏蔚蓝锂芯集团股份有限公司 使用部分闲置募集资金进行现金管理的核查意见 中信建投证券股份有限公司（以下简称"保荐人"）作为江苏蔚蓝锂芯集团 股份有限公司（以下简称"蔚蓝锂芯"或"公司"）非公开发行 A 股股票的持续 督导机构，根据《证券发行上市保荐业务管理办法》《上市公司募集资金监管规 则》《深圳证券交易所上市公司自律监管指引第 13 号——保荐业务》《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》以及《深圳证 券交易所股票上市规则（2025 年修订）》等有关法律法规和规范性文件的要求， 对蔚蓝锂芯本次使用部分闲置募集资金进行现金管理的事项进行了审慎核查，具 体情况如下： 为进一步规范募集资金的存储和使用，保护投资者的利益，根据有关法律法 规及规范性文件的要求，公司及全资控股的江苏天鹏电源有限公司、天鹏锂能技 术（淮安）有限公司、天鹏电源（马来西亚）有限公司已分别在中国农业银行股 份有限公司张家港塘市支行、中国银行张家港塘市支行、招商银行苏州分行张家 一、募集资金的基本情况 经中国证券监督管理委员会《关于核准江苏蔚蓝锂芯股份有限公司非公开发 行股票的批 ...

股票代码：002245 股票简称：蔚蓝锂芯 编号：2025-054 江苏蔚蓝锂芯集团股份有限公司 本公司及董事会全体成员保证公告内容真实、准确和完整，并对公告中的虚 假记载、误导性陈述或者重大遗漏承担责任。 江苏蔚蓝锂芯集团股份有限公司（以下简称"公司"）第七届董事会第三次 会议通知于 2025 年 7 月 24 日以书面方式送达参会人员。会议于 2025 年 7 月 30 日在公司会议室召开，本次会议采用现场结合通讯表决的方式。应出席董事 6 名，实际出席董事 6 名，其中独立董事潘东燕先生、刘彪先生以通讯方式表决。 会议由董事长 CHEN KAI 先生主持，高级管理人员列席了会议。会议的召集和召 开符合《公司法》和公司章程的有关规定。会议形成如下决议： 一、以 3 票同意，0 票反对，0 票弃权审议通过了《关于公司第七届董事会 独立董事津贴的议案》； 同意公司董事会独立董事津贴标准为：人民币 4 万元/年（含税）。 独立董事刘彪、潘东燕、宋李兵属于关联董事，回避了对该议案的表决。由 于关联董事回避表决，董事会薪酬与考核委员会无法形成决议，故直接将该议案 提交董事会审议。 本议案尚需提交股东会审议。 本议案 ...