证券代码：002324 证券简称：普利特 公告编号：2025-033 关于 2022 年员工持股计划第二个锁定期届满的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 上海普利特复合材料股份有限公司（以下简称"公司"）2022年员工持股计 划（以下简称"本次员工持股计划"）所持有的公司股票第二个锁定期于2025 年5月5日届满，根据中国证监会《关于上市公司实施员工持股计划试点的指导意 见》《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》 及《上海普利特复合材料股份有限公司2022年员工持股计划（草案）》（以下简 称"《2022年员工持股计划》"）等相关规定，现将公司本次员工持股计划锁定 期届满后的相关情况公告如下： 一、本次员工持股计划实施情况 （一）审批情况 公司于2022年10月25日召开了第六届董事会第四次会议和第六届监事会第 三次会议，并于2022年11月10日召开2022年第四次临时股东大会，审议通过了《关 于<上海普利特复合材料股份有限公司2022年员工持股计划（草案）>及其摘要 的议案》等相关议案，同意公司实施本次员工 ...

Core Viewpoint - The company, through its subsidiary Guangdong Haishida Sodium Star Technology Co., Ltd., has signed a strategic supply agreement for sodium-ion battery modules with an overseas customer, committing to a minimum procurement of 1GWh over the next four years [1] Group 1 - The agreement involves the delivery of sodium-ion battery modules primarily for residential, commercial, and telecommunications applications, with expected phased deliveries from July 2025 to December 2029 [1] - The sodium-ion batteries will utilize the company's poly-anion system, indicating a technological advancement in their product offerings [1] - This contract signifies a transition to a normalized phase of large-scale order acquisition and product supply for the company's sodium-ion batteries, enhancing its market position in the industry [1] Group 2 - The agreement is anticipated to have a positive impact on the company's performance in the new energy sector, contributing to overall revenue growth [1]

证券代码：002324 证券简称：普利特 公告编号：2025-032 上海普利特复合材料股份有限公司 上海普利特复合材料股份有限公司（以下简称"公司"）控股孙公司广东海四达钠星技术 有限公司（以下简称"海四达钠星"）近期收到了海外某客户（以下简称"客户"）的钠离子电 池采购订单，双方本着互惠互利原则，就海四达钠星的钠离子电池系列产品与客户达成战略供 应协议。 一、钠电池订单概况 随着新能源产业高速发展的背景下，新型电池的研发和产业化是重要的发展路径，钠离子 电池因其资源丰富、安全性高、宽温域、成本优势等优点，有望在储能系统、启停电源、数据 中心、功能车、基站备电等领域进行全面的应用推广。 海四达钠星是一家领先的钠离子电芯和电池包生产制造商，客户是一家专门为海外市场的 住宅、工商业以及电信应用提供能源解决方案的公司。双方寻求在钠离子电池及系统供应方面 建立长期战略合作供应关系。 客户签署本协议并承诺未来四年内，与海四达钠星采购总量不低于1GWh的钠离子电池模块， 主要用于住宅、工商业和电信应用。预计在2025年7月至2029年12月内进行分批交付。 本次订单的钠离子电池采用公司的聚阴离子体系，该产品体系具有结构 ...

Group 1 - Shanghai Pulit Composite Materials Co., Ltd. has applied for a patent for a high-transparency polypropylene composition with controllable light transmission and color properties, indicating innovation in material science [1] - The patent application includes a composition made of 50-90 parts of PP resin, 0-30 parts of reinforcing filler, and other additives, aiming for a light transmittance of no less than 65% for a 3.2mm thick board [1] - The new material shows potential applications in automotive light transmission components due to its excellent light transmission and color control capabilities [1] Group 2 - Shanghai Pulit Composite Materials Co., Ltd. was established in 1999 with a registered capital of approximately 1.11 billion RMB and has invested in 21 companies [2] - Zhejiang Pulit New Materials Co., Ltd. was founded in 2010 with a registered capital of 700 million RMB, focusing on electronic equipment manufacturing and has participated in 55 bidding projects [2] - Chongqing Pulit New Materials Co., Ltd. was established in 2011 with a registered capital of 200 million RMB, primarily engaged in chemical raw materials manufacturing and has 588 patent records [2][3] Group 3 - Shanghai Pulit Chemical New Materials Co., Ltd. was founded in 2010 with a registered capital of approximately 95.79 million RMB, focusing on chemical products and has 431 patent records [3]

Core Viewpoint - The company is focusing on expanding its presence in the energy storage and new energy battery materials sectors, with a comprehensive product matrix and plans for international market expansion [1][2] Group 1: Business Strategy - The company has established a full industry chain model for energy storage batteries, covering square cells to modules (PACK) and systems, providing integrated solutions from design to maintenance [1] - The company aims to enhance its overseas business by leveraging existing customer bases and expanding into Southeast Asia, Europe, America, and Africa [1] Group 2: Product Development - The company is committed to technological innovation, focusing on sodium-ion battery research and aiming for leadership in solid-state batteries and large cylindrical technologies [1] - The company plans to diversify its product offerings to include emerging fields such as robotics, low-altitude flight, data centers, and low-speed vehicles [1]

Core Insights - The company reported a consolidated operating revenue of 831.35 million yuan and a net profit attributable to shareholders of 141.15 million yuan for the fiscal year 2024 [1] - The company expressed confidence in its operational performance for 2025, citing a recovery and growth trend in its new energy business segment [1] Group 1: Financial Performance - For the fiscal year 2024, the company achieved an operating profit of 143.34 million yuan [1] - The net profit for the same period was 141.15 million yuan [1] Group 2: Future Growth Drivers - The company plans to enhance its capacity for modified materials to 710,000 tons to meet downstream customer demand [2] - The company aims to accelerate its entry into emerging markets such as robotics and low-altitude flight [2] - The company is strategically adjusting its new energy business to focus on sodium batteries and solid-state batteries as a second growth curve [2]

Group 1: Company Overview and Production Capacity - Shanghai Pulite Composite Materials Co., Ltd. has 11 major new material production bases globally, with 5 under construction, expected to reach an annual capacity of 710,000 tons [1][4][18]. - The Tianjin new materials factory, with a capacity of 150,000 tons, is expected to be operational by the end of 2025 [1][8]. - The company’s current annual production capacity for lithium-ion batteries is 15.32 GWh, with cylindrical capacity at 2.83 GWh and square capacity at 12.49 GWh [2][18]. Group 2: Market Demand and Opportunities - The demand for modified plastics in the new energy vehicle sector is rapidly increasing, with significant supply shortages anticipated due to rising penetration rates [1][4]. - The company aims to capture opportunities in the domestic substitution of modified materials and special materials, targeting an increase in market share [3][18]. - The modified materials are primarily used in automotive parts, electronics, aerospace, and emerging markets like robotics and low-altitude flight [4][18]. Group 3: Product Development and Innovations - The company is actively developing sodium-ion batteries, with several products certified by UL, TUV, and IEC, and is in the pilot testing phase [6][18]. - The sodium-ion battery has a current energy density of 115 Wh/kg, with a cycle life of 8,000 to 10,000 cycles, making it suitable for various applications [7][18]. - The company is also focusing on solid-state battery technology and aims to achieve mass production in the future [7][18]. Group 4: Financial Performance and Future Outlook - In 2024, the company reported a total revenue of 831.35 million yuan, a decrease of 4.54% year-on-year, with a net profit of 141.15 million yuan, down 69.86% [16][18]. - The company has committed to distributing at least 30% of its average net profit as cash dividends over the past three years, with recent distributions amounting to 67.59% of the average net profit [12][18]. - The company is optimistic about its performance in 2025, expecting growth in both new materials and new energy sectors [16][18].

Group 1 - The core viewpoint of the articles indicates a significant growth in various financial metrics for the year 2024 compared to 2023, with notable increases in percentages and absolute values [1][2]. - The financial data shows a projected increase in revenue from 19.08 billion in 2023 to 19.47 billion in 2024, reflecting a slight decrease of 0.67% [1]. - The net income is expected to rise from 1.04 billion in 2023 to 1.09 billion in 2024, marking a substantial increase of 39.74% [1]. Group 2 - The total assets of the company are projected to reach 21176.19 million in 2024, representing a growth of 27.29% compared to the previous year [2]. - The operating income is expected to increase from 4400.70 million in 2023 to 1237.84 million in 2024, showing a remarkable growth of 213.58% [2]. - The company's financial performance metrics indicate a strong upward trend, with various segments showing positive growth rates, particularly in operating income and net income [2].

Financial Performance - The company's operating revenue for Q1 2025 was CNY 1,934,080,448.42, a decrease of 0.68% compared to CNY 1,947,417,871.06 in the same period last year[2] - Net profit attributable to shareholders increased by 38.95% to CNY 109,013,299.43 from CNY 78,452,590.45 year-on-year[2] - Basic and diluted earnings per share rose by 42.86% to CNY 0.10 from CNY 0.07 in the same period last year[3] - Total operating profit increased to ¥132,054,422.10, up from ¥99,754,089.06, representing a growth of approximately 32.3% year-over-year[21] - Net profit reached ¥108,566,674.08, compared to ¥74,519,231.57 in the previous period, marking an increase of about 45.7%[21] - Total comprehensive income amounted to ¥107,636,497.53, compared to ¥75,280,308.03, showing an increase of approximately 42.9%[22] Cash Flow - The net cash flow from operating activities surged by 308.68% to CNY 260,304,222.46, compared to CNY 63,694,375.86 in the previous year[2] - Cash flow from operating activities generated ¥260,304,222.46, significantly higher than the previous period's ¥63,694,375.86, reflecting a year-over-year increase of over 308%[24] - The company reported a net cash outflow from investing activities of ¥94,031,884.16, an improvement from a net outflow of ¥236,977,268.85 in the previous period[24] Assets and Liabilities - Total assets at the end of the reporting period were CNY 11,515,785,536.43, a decrease of 1.65% from CNY 11,708,942,758.93 at the end of the previous year[3] - Current cash and cash equivalents amount to CNY 778,192,698.17, down from CNY 953,474,801.16 at the beginning of the period, indicating a decrease of about 18.4%[14] - Accounts receivable decreased to CNY 2,512,097,327.07 from CNY 2,923,677,137.51, representing a reduction of approximately 14.1%[14] - Inventory increased to CNY 1,856,190,217.72 from CNY 1,751,406,898.50, showing an increase of about 6.0%[15] - Total current liabilities decreased to CNY 5,720,846,083.70 from CNY 6,006,685,024.35, a decline of approximately 4.8%[16] - Total liabilities decreased to CNY 6,767,236,388.56 from CNY 7,076,624,282.65, reflecting a decline of approximately 4.4%[17] Shareholder Information - The number of ordinary shareholders at the end of the reporting period was 36,167, with the largest shareholder holding 40.14% of the shares[9] - The company's equity attributable to shareholders increased by 2.71% to CNY 4,426,868,886.46 from CNY 4,310,191,589.52 at the end of the previous year[3] - The company's equity attributable to shareholders increased to CNY 4,426,868,886.46 from CNY 4,310,191,589.52, an increase of about 2.7%[17] Investment and Expenses - The company reported a significant increase in cash flow from investment activities, up 60.32% to CNY 14,294,540.00, due to reduced cash payments for fixed assets and other long-term assets[10] - The company experienced a 304.46% increase in taxes and surcharges, primarily due to an increase in value-added tax surcharges[7] - The company’s investment income decreased by 94.42% to CNY 301,860.00, attributed to reduced earnings from joint ventures and fluctuations in raw material prices[7] - Research and development expenses rose to ¥107,614,170.59, up from ¥96,314,132.59, indicating an increase of approximately 11.9%[20] - Total operating costs were ¥1,866,955,065.53, slightly up from ¥1,863,760,535.22, indicating a marginal increase of about 0.1%[20] - The company experienced a significant increase in sales revenue from services, totaling ¥1,824,546,514.85, compared to ¥1,646,770,086.72 in the prior period, reflecting a growth of approximately 10.8%[23]

Q&A 请介绍一下普利特公司 2024 年的年报情况以及未来的战略布局。 普利特 2025042120250416 摘要 • 海思达受行业整体影响及历史存货减值等因素影响，出现营业性亏损，但 三元电池表现较好。预计 2025 年新产能释放及钠电、半固态电池布局将 带来业绩反弹，主营业务保持 10%以上增长，利润显著提升。 • 海思达与中科海钠合作研发钠电产品，重点布局储能领域，通过客户牵引 与头部企业合作，钠电商业化场景即将爆发。目前在储能类、启停电源及 特种车辆等领域订单已超过吉瓦时级别，位居国内前列。 • 钠电池在起停市场、通信备电领域和特种车辆领域具有显著优势，尤其是 在高倍率、耐高低温和安全性方面优于铅酸电池和部分锂电池，已与沃尔 德、风帆、骆驼、巨江、沃达丰、大通等公司建立合作。 • 海思达在钠电研发方面取得突破，从晨阳体系转向巨鹰体系，更适合产业 化。已推出层状氧化物体系产品，并积极研发磷酸盐复合磷酸盐、硫酸盐、 普鲁士蓝等不同体系，以确保产品具备独特性能和成本优势。 • 海思达加快钠电池产业化进程，推出大圆柱及方形电池产品，重点推广 160 安时 2VPP 体系，该体系具有安全性、长寿命及宽温域 ...