Mergers and Acquisitions - Shanghai Yashi plans to acquire 30% equity in Euro-Asia Company, which would result in holding 100% equity if successful [1] - Jizhong Energy intends to acquire 20.02% equity in Duanwang Coal Industry from Jianxin Investment for 898 million yuan, increasing its stake to 83.21% post-transaction [1] Share Buybacks and Increases - Jerry Holdings plans to repurchase shares worth 150 million to 250 million yuan, with a maximum price of 49 yuan per share [2] - Tongkun Holdings' shareholder, Leixin Industrial, intends to increase holdings by 250 million to 500 million yuan [2] External Investments and Daily Operations - Visionox plans to invest 5 billion yuan to establish a global new display industry innovation center project in Kunshan [3] - Siwei Map Technology has signed a strategic cooperation framework agreement with Volcano Engine [4] - Nandu Power plans to list on the Hong Kong Stock Exchange [5] Performance Changes - Tianfu Communication reported a net profit of 338 million yuan in Q1 2025, a year-on-year increase of 21.07% [6] - Yara International reported a net profit of 384 million yuan in Q1, a significant year-on-year increase of 374%, driven by increased sales and prices of potash [7] - Tianqi Lithium expects a net profit of 82 million to 123 million yuan in Q1, marking a turnaround from losses, with increased production and sales of lithium compounds and derivatives [7] - Haitai Technology reported a net profit of 13.92 million yuan in Q1, a year-on-year increase of 5739%, attributed to revenue recognition from molds reaching acceptance status [7] - Lanke Technology's net profit for Q1 2025 was 525 million yuan, up 135.14% year-on-year, benefiting from AI industry trends driving demand for DDR5 memory interface chips and high-performance computing chips [7] - Shanghai Yashi reported a net profit of 9.75 million yuan in Q1 2025, a year-on-year increase of 129.78% [7] - Beiyuan Group's net profit for Q1 was 50 million yuan, a year-on-year increase of 442%, due to rising prices of caustic soda and declining procurement prices of key raw materials [7] - Desay SV reported a net profit of 582 million yuan in Q1, a year-on-year increase of 51.32% [8] - Quectel Wireless Solutions reported a net profit of 588 million yuan in 2024, a year-on-year increase of 548.49% [8] - Aucma corrected its annual performance forecast for 2024, expecting a net loss of 45 million to 50 million yuan [9]

南都电源（300068）公告，为深入推进公司全球化战略，提升品牌形象及知名度，提高综合竞争力，公 司正在筹划境外发行股份并在香港联交所上市事项。公司正在与相关中介机构就具体推进工作进行商 讨，相关细节尚未确定。本次H股上市不会导致公司控股股东和实际控制人发生变化。 ...

证券代码：300068 证券简称：南都电源 公告编号：2025-017 为深入推进浙江南都电源动力股份有限公司（以下简称"公司"）的全球化 战略，进一步提升公司品牌形象及知名度，提高公司综合竞争力，同时打造国 际化资本运作平台，提升公司治理透明度和规范化水平，公司目前正在筹划境 外发行股份（H 股）并在香港联合交易所有限公司（以下简称"香港联交所"） 上市事项（以下简称"本次 H 股上市"）。公司正在与相关中介机构就本次 H 股 上市的具体推进工作进行商讨，相关细节尚未确定，本次 H 股上市不会导致公 司控股股东和实际控制人发生变化。 根据《深圳证券交易所创业板股票上市规则》《境内企业境外发行证券和上 市管理试行办法》等法律法规的要求，待具体方案确定后，本次 H 股上市工作 尚需提交公司董事会和股东大会审议，并经中国证券监督管理委员会备案和香 港联交所等监管机构审核。本次 H 股上市能否通过审议、备案和审核程序并最 终实施具有较大不确定性，敬请投资者注意投资风险。公司将依据相关法律法 规的规定，根据本次 H 股发行上市的后续进展情况及时履行信息披露义务，切 实保障公司及全体股东的利益。 公司郑重提醒广大投资者 ...

在券商的研报中，这项政策的影响被概括为引导行业从"成本优先"到"价值创造"转变，是众多储能厂商 挣脱亏损的转折点。当然，现实情况更为复杂。 这个春天，张尧的大半时间都在频繁出差的路上。作为国内一家中型规模储能厂商的相关业务负责人， 参加完上个月在杭州举行的第十五届中国国际储能大会后，他又马不停蹄地拜访了长三角和京津冀的十 多家客户。 "储能行业的虚火和泡沫正在快速消退，现在大家都回归到了非常理性的市场逻辑。现在客户买不买， 完全取决于储能能为他创造多少价值。"张尧表示。 多位行业人士告诉第一财经记者，部分储能厂商和供应链企业的"消费降级"，一定程度上是前期低价竞 争累积的亏损压力，叠加近期大储市场短期观望的结果。 "政策调整后，储能不再作为新能源建设的必要条件，而是由投资方结合实际需求进行配置规划。目前 各地电网接纳风光容量基本上达到上限，新能源全面入市后的收益不确定性增大，项目投资和开发速度 减缓。同时，考虑储能投资成本高及成本回收不确定等因素，新能源发电侧的配储缺乏主动性，因此普 遍进入观望状态，短期市场需求减少。"针对近期储能市场表现冷淡，中国化学与物理电源行业协会储 能应用分会秘书长刘勇对第一财经记者 ...

宁德时代、亿纬锂能、海辰储能、比亚迪、远景动力、瑞浦兰钧、国轩高科、楚能新能源、中创新航、鹏辉能源、赣锋锂电 、 LG 新能源、 三星 SDI 、中天储能、 南都电源、天合储能、海四达、昆宇电源、欣旺达、力神电池、天弋能源、德赛电池、松下、派能科技、新能安、双 登、多氟多、海基新能源、珠海冠宇和豪鹏科技。 竞争格局变化： 宁德时代继续蝉联第一，但是与第二名份额差距缩小，亿纬锂能首次进入第二， 日韩 电池企业份额明显下降，三星 SDI 、 LG 新能源的排名首次跌出前 10 ，中国企业份额大幅度上升。全球储能锂电池 TOP10 企业均为中国企业。其中亿纬锂能、海辰储能、远景 动力、国轩高科、楚能新能源、中创新航、赣锋锂电、海四达、昆宇电源、多氟多、天弋能源等企业排名上升，珠海冠宇、豪鹏科技首次进入 榜单。 近日，全球新能源产业研究机构 -- 起点研究院（ SPIR ）发布了《 2025 全球储能锂电池 行业白皮书》， SPIR 数据显示， 2024 年全球 储能锂电池电芯出货量为 435.8Gwh ，同比增长 81% 。 2024 年全球储能锂电池出货量 CR5 为 53.5% ，相比 2023 年下降 5% ...

证券代码：300068 证券简称：南都电源 公告编号：2025-016 浙江南都电源动力股份有限公司 关于闲置募集资金暂时补充流动资金提前归还的公告 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。 浙江南都电源动力股份有限公司（以下简称"公司"）于 2024 年 9 月 9 日 召开第八届董事会第三十三次会议、第七届监事会第二十四次会议，会议审议 通过了《关于使用部分闲置募集资金暂时补充流动资金的议案》，同意公司使用 部分闲置募集资金总额不超过 11,900 万元暂时补充流动资金，使用期限自董事 会审议通过之日起不超过十二个月，到期前将归还至募集资金专户。具体内容 详 见 刊 载 于 中 国 证 监 会 指 定 创 业 板 信 息 披 露 网 站 巨 潮 资 讯 网 （http://www.cninfo.com.cn/）的《关于继续使用部分闲置募集资金暂时补充 流动资金的公告》（公告编号：2024-093）。 截至本公告披露日，根据募集资金使用进展及公司流动资金需求情况，公司 已经将上述用于暂时补充流动资金的闲置募集资金 11,900 万元全部提前归还并 转入 ...

责任编辑：杨晨雨 【强信心 看发展 招商引资拼落地】 "项目建成投产，我们只用了8个月" ——酒泉南都电源储能电池制造基地见闻 新甘肃·甘肃日报记者 宋振峰 王占东 董文龙 吴东泽 新甘肃·每日甘肃网记者 景永鹏 "我们的酒泉项目，建成投产仅用了8个月时间，创造了一个'酒泉速度'。"4月14日，酒泉南都电源有限公司总经理李景康对记者说。 不仅是项目建设速度快，南都电源在酒泉生产也是快马加鞭。 "现在，我们一天要制造上万只电芯及系统集成产品，相关产品覆盖西北市场，远销海外。"李景康满是自豪。 酒泉南都电源是上市公司浙江南都电源动力股份有限公司的全资子公司。 从杭州到酒泉，跨越千里的落地生根、开花结果，离不开酒泉市委、市政府的持续努力。 2023年4月初，酒泉市专门派出招商小分队，前往浙江南都电源考察。 酒泉的诚意，让南都电源惊喜连连—— 酒泉，"风光"无限，拥有完整的新能源产业链，与南都电源开拓储能市场的愿景高度契合； 酒泉，交通便利，地处甘肃、青海、新疆、内蒙古新能源市场中间区位； 酒泉，生产新能源电池所用的电力、蒸汽等能耗成本，比在东南沿海节省四成以上； …… 千里姻缘，一线牵定。 2023年7月5日，浙江 ...

Core Viewpoint - The 13th International Energy Storage Summit and Exhibition (ESIE 2025) has commenced in Beijing, showcasing hundreds of energy storage companies and their innovative products. Group 1: Product Highlights - Jingkong Energy showcased the liquid-cooled OmniCube-L261 and OmniCube-L418 energy storage systems, featuring modular design that saves 30% in footprint [3] - Ronghe Yuanshu presented the "AI+" intelligent trading and VPP operation platform, enhancing operational efficiency through automated market predictions and strategy adjustments [9] - New Energy An launched the UniC AG300-150 commercial energy storage system, achieving 15,000 cycles at 25°C with a SOH ≥ 70% [12][14] - Nandu Power introduced the CENTERLMAX 8.338MWh liquid-cooled energy storage system, supporting flexible configurations and achieving 96% efficiency [17] - Faraday Power displayed the 530Ah energy cell, capable of over 1.6 kWh per cell with a cycle life of 12,000 times [21] - Haichen Energy unveiled the ∞Cell 587Ah battery with 94.5% efficiency and over 10,000 cycles [22] - Chuangneng New Energy presented the new generation 472Ah energy cell and CORNEX M6 energy storage system, with a nominal energy exceeding 1510.4Wh [26] Group 2: Industry Trends - The trend towards larger capacity energy cells (500Ah+) is evident, with companies focusing on high power and efficiency to match these cells [4] - AI-driven solutions and intelligent trading capabilities are becoming focal points for commercial energy storage products [4] - The introduction of integrated solar-storage solutions is on the rise, indicating a shift towards comprehensive energy management systems [4] Group 3: Technological Innovations - Companies are increasingly adopting modular designs and advanced cooling technologies to enhance system efficiency and safety [3][8] - The use of AI and data analytics in energy management systems is being emphasized to optimize operational performance and reduce costs [9][49] - New safety features and predictive maintenance capabilities are being integrated into energy storage systems to enhance reliability and lifespan [86][89]

Group 1: Battery Industry Developments - CATL plans to advance its listing in Hong Kong this quarter despite expected market volatility due to trade tensions, with details such as fundraising amounts still to be finalized [2] - Nandu Power recently showcased its 30Ah all-solid-state battery, which features a high nickel ternary positive electrode and silicon-carbon negative electrode, achieving an energy density of 350Wh/kg and maintaining over 92% capacity after 500 charge-discharge cycles [3] - The first batch of energy efficiency grading results for pure electric passenger vehicles was released, covering 12 mainstream models, with 8 domestic and 3 joint venture models receiving "一级能效" ratings [4] Group 2: Material and Investment Adjustments - Rongbai Technology announced a reduction in its planned annual production capacity for its lithium battery materials project from 60,000 tons to 30,000 tons, with the first phase already completed [4] - Jinpu Titanium Industry announced the termination of its investment in a 200,000-ton lithium iron phosphate project due to the current financial status of its subsidiary and the project's postponement [6] Group 3: International Developments - ICL announced the opening of the first lithium iron phosphate battery material pilot production base in the U.S., located in St. Louis, Missouri, with an investment of $20 million and a pilot manufacturing capacity of 1-ton level [9]

Core Viewpoint - Nandu Power has launched the world's first 30Ah all-solid-state battery with an energy density of 350Wh/kg, utilizing innovative technologies to reduce costs and enhance performance, positioning itself as a strong competitor in the solid-state battery market [1][12]. Group 1: Technology Innovations - The core technology of Nandu Power's solid-state battery lies in the "sandwich electrolyte" design, which reduces interfacial resistance by 30% and maintains 80% capacity after 2000 cycles, equating to five years of daily use [1]. - The "dry electrode" process eliminates the need for solvents, increasing production efficiency by 20% and reducing costs by 15% [2]. - The production line achieves a cost of 0.8 yuan per kWh, which is half the cost of competitors like CATL [3]. Group 2: Market Strategy - Nandu Power focuses on niche markets such as drones and low-altitude aircraft, rather than competing directly in the electric vehicle sector [6]. - Their solid-state batteries significantly enhance drone performance, increasing range from 120 km to 200 km and maintaining functionality in extreme cold [6]. - In the energy storage sector, they offer a 783Ah storage cell that can store 2.5 kWh and maintain 95% capacity after 15,000 cycles, effectively doubling the lifespan compared to competitors [7][8]. Group 3: Material and Production Efficiency - Nandu Power reduces costs by substituting expensive materials, using silicon-carbon anodes to cut anode costs by 40% and lowering cobalt content in cathodes to 5% [9]. - The production equipment has been modified to reduce investment costs by 20% while achieving a 98% yield rate [11]. - The company has developed a roll-to-roll production machine in collaboration with Zhejiang University, which directly prints electrolyte films, eliminating the need for separators and liquid electrolytes [10]. Group 4: Competitive Landscape - Nandu Power's stock has surged by 200% in three months, prompting CATL to expand its sulfide electrolyte research team [12]. - Nandu Power holds 11 core patents related to solid-state battery technology, creating significant barriers for competitors [13]. - A major drone manufacturer has successfully tested Nandu Power's batteries, achieving a flight time increase from 45 minutes to 72 minutes, showcasing superior safety and performance [14]. Group 5: Strategic Partnerships and Market Potential - Nandu Power has formed a strategic agreement with Taiblue New Energy to develop hybrid electrolyte batteries targeting an energy density of 400Wh/kg by 2026 [18]. - The company has partnered with Lian De Equipment to develop the world's first dedicated production line for dry electrodes, significantly reducing equipment costs [19][20]. - Institutional investors have shown strong interest, with Hillhouse Capital investing 1.5 billion yuan, highlighting a gross margin of 29% for Nandu Power's solid-state batteries, which is 20 percentage points higher than traditional lithium batteries [22].