蔚蓝锂芯（002245.SZ）10月10日在投资者互动平台表示，关于公司锂电池产品在算力中心BBU（后备 电源）领域的应用，这是公司为未来发展布局的应用场景，尚处于放量应用前期。算力中心产业链大致 可以分成上、中、下游，电芯、电池、电源属于上游，服务器集成属于中游，CSP云服务商等属于下游 终端应用，公司属于上游的电芯制造商，目前直接客户为电池（PACK）厂。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问公司通过pack供应英伟达BBU，虽然行业内大多供 应链均如此完成，但是公司是否考虑直接对接英伟达，直接供货BBU相关产品？ ...

查看更多董秘问答>> 免责声明：本信息由新浪财经从公开信息中摘录，不构成任何投资建议；新浪财经不保证数据的准确 性，内容仅供参考。 董秘回答(蔚蓝锂芯SZ002245)： 尊敬的投资者，您好，关于公司锂电池产品在算力中心BBU（后备电源）领域的应用，这是公司为未 来发展布局的应用场景，尚处于放量应用前期。算力中心产业链大致可以分成上、中、下游，电芯、电 池、电源属于上游，服务器集成属于中游，CSP云服务商等属于下游终端应用，公司属于上游的电芯制 造商，目前直接客户为电池（PACK）厂。 来源：问董秘 投资者提问： 您好，请问公司通过pack供应英伟达BBU，虽然行业内大多供应链均如此完成，但是公司是否考虑直接 对接英伟达，直接供货BBU相关产品？ ...

蔚蓝锂芯（002245.SZ）10月9日在投资者互动平台表示，尊敬的投资者，您好，公司有部分电芯用于储 能，这部分占比较小。公司总体业务规划详见年度报告之未来发展展望部分。 （记者 曾健辉） 每经AI快讯，有投资者在投资者互动平台提问：目前国家出台了多项促进储能行业的发展政策，在政 策加持的背景下，公司是否有开拓储能电芯的发展规划？ ...

每经AI快讯，有投资者在投资者互动平台提问：你好懂秘，请问三季度公司经营情况是否平稳，三季 度财报还会继续保持高位增长吗？公司BBU业务未达预期，会影响下半年或全年收入吗？ （记者 曾健辉） 蔚蓝锂芯（002245.SZ）10月9日在投资者互动平台表示，尊敬的投资者，您好，公司经营情况正常， BBU电芯业务也有序进行产品研发及业务拓展活动，公司锂电池销量增长50%以上的年度经营目标也没 有调整。公司将于10月28日披露三季报，敬请关注。 ...

Group 1: Battery Industry Developments - Yiwei Lithium Energy has secured overseas energy storage orders, including a strategic cooperation with TSL Assembly for a total scale of 1GWh in Central and Eastern Europe from 2026 to 2030, and a 500MWh agreement with CommVOLT to promote energy transition in Europe [2][2] - Chuangneng New Energy signed an investment agreement with the Xiangyang Municipal Government for a lithium battery industrial park with an annual production capacity of 70GWh, focusing on energy storage batteries and power batteries [2] - Zhaoke Energy announced the completion of angel round financing, which will help expand production capacity and enhance technological advantages in large cylindrical lithium batteries [5][6] Group 2: Material Supply Chain and Strategic Partnerships - Xiamen Tungsten New Energy signed a strategic cooperation framework agreement with Zhongwei Co., focusing on the supply chain for lithium battery materials and joint development of high-quality mineral resources [7] - Huayou Cobalt signed long-term supply agreements with LGES for a total of approximately 16.4 million tons of ternary precursor and cathode materials from 2026 to 2030, which is expected to positively impact the company's performance during this period [11][12] Group 3: Corporate Control and Financial Performance - Fengyuan Co. announced a 30 million yuan acquisition of a 3.32% minority stake in its subsidiary Anhui Fengyuan, consolidating control over the company [8][10] - Yinglian Co. expects a significant increase in net profit for the first three quarters of 2025, projecting revenue between 1.63 billion to 1.65 billion yuan, a year-on-year growth of 9.49% to 10.83%, and a net profit increase of 1531.13% to 1672.97% [12]

Core Viewpoint - The company, Weilan Lithium, emphasizes its commitment to core business development and aims to deliver strong performance to reward investors while enhancing communication with various investors to help them recognize and appreciate the company's value [1] Group 1 - The management of Weilan Lithium is focused on improving its main business operations [1] - The company aims to provide good performance returns to its investors [1] - Weilan Lithium plans to strengthen communication with different types of investors [1]

Core Viewpoint - The collaboration between Weilan Lithium and Yushu Technology marks a significant advancement in the integration of embodied intelligence and advanced energy storage solutions, highlighting the growing demand for high-performance batteries in the robotics sector [2][3]. Group 1: Collaboration Details - Weilan Lithium has confirmed its partnership with Yushu Technology, a leading global robotics company, to supply lithium batteries for their robots [1]. - The partnership signifies a deepening collaboration in the field of robotic power solutions, with Weilan Lithium providing customized 18650 high-rate cylindrical batteries that meet the dynamic performance needs of Yushu's quadruped and humanoid robots [2]. - By 2024, Weilan Lithium's batteries are expected to account for 60% of the battery supply in Yushu Technology's products, indicating a strong reliance on Weilan's technology [2]. Group 2: Market Implications - The collaboration is seen as a "strong alliance," enhancing Yushu Technology's product competitiveness by ensuring a stable and powerful energy source from a top-tier battery supplier [2]. - Weilan Lithium's entry into Yushu Technology's supply chain is a successful implementation of its "electric tools+" strategy, opening up broader market opportunities in rapidly growing sectors such as service robots, artificial intelligence, and automation [2]. - The demand for specialized power batteries is expected to surge due to the explosive growth of intelligent mobile robots transitioning from laboratories to industrial and everyday applications [3]. Group 3: Company Profiles - Weilan Lithium specializes in the research, production, and sales of high-performance cylindrical lithium-ion batteries, serving as a key supplier in the high-end electric tool market and actively expanding into new application areas such as clean appliances and energy storage [4]. - Yushu Technology focuses on the development and production of intelligent mobile robots, with its quadruped robots gaining significant influence across various sectors, including entertainment, education, and industrial inspection [5].

Core Viewpoint - The company, Weilan Lithium (002245), specializes in the production of cylindrical lithium batteries, which are primarily used in various applications such as power tools, cleaning appliances, electric motorcycles, robots/dogs, and BBU [1] Group 1 - The company produces cylindrical lithium battery products [1] - The main applications of these products include electric tools, cleaning appliances, electric motorcycles, robots/dogs, and BBU [1]

Group 1 - The company, Weilan Lithium, has begun small batch shipments of its semi-solid batteries from its Zhangjiagang base [1] - The company's lithium battery products primarily focus on small power systems, distinguishing them from most lithium battery manufacturers that cater to the automotive sector [1]

Core Viewpoint - Company states that its operational performance should be referenced from official announcements, indicating a cautious approach to investor inquiries regarding performance metrics [1] Group 1: Company Operations - Company mentions that BBU is one of the lithium battery application areas prepared for the future, but its short-term contribution to overall performance is minimal [1] - Company advises investors to refer to previously released announcements for updates on the investment status of its lithium battery project in Malaysia [1]