欣旺达电子股份有限公司 关于向香港联交所递交境外上市外资股（H 股） 发行并上市的申请并刊发申请资料的公告 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。 欣旺达电子股份有限公司（以下简称"公司"或"欣旺达"）已于 2025 年 7 月 30 日向香港联合交易所有限公司（以下简称"香港联交所"）递交了发行境外上市外资股 （H 股）并在香港联交所主板挂牌上市（以下简称"本次发行并上市"）的申请，并于 同日在香港联交所网站刊登了本次发行并上市的申请资料。本次发行并上市事项的相 关申请资料为公司按照香港证券及期货事务监察委员会（以下简称"香港证监会"） 和香港联交所的要求编制和刊发，为草拟版本，且所载资料可能会适时作出更新及修 订。 证券代码：300207 证券简称：欣旺达 公告编号：<欣>2025-058 1 公司本次发行并上市尚需满足多项条件（包括但不限于取得中国证券监督管理委员 会的备案、香港证监会、香港联交所及其他有关监管机构的批准、核准或备案），并需 综合考虑市场情况以及其他因素方可实施，尚存在不确定性。公司将根据相关事项进展 情况，严格按照法律法规的规定与 ...

据港交所文件：欣旺达（300207）电子股份有限公司向港交所提交上市申请书。 ...

Core Viewpoint - The development of the green low-carbon industry in Guangdong is crucial for achieving carbon peak and carbon neutrality goals, and it serves as a new driving force for high-quality development in the province, with significant strategic importance and market potential [2][3][4]. Group 1: Industry Scale and Achievements - The total output value of the new energy industry in Guangdong is projected to reach 1.1 trillion yuan in 2024 [14]. - Guangdong has created 400 national-level green factories and established the country's first 1 million-ton hydrogen-based vertical furnace project [10][9]. - The total area of green buildings in the province has exceeded 1 billion square meters, with over 95% of new buildings being green [11]. Group 2: Renewable Energy Development - Guangdong has developed a complete industrial chain for offshore wind power, with an installed capacity exceeding 12 million kilowatts, ranking first in the country [13]. - The province's nuclear power installed capacity is also the highest in the nation [13]. - The new energy sector includes offshore wind power, new energy storage, photovoltaics, and hydrogen energy [14]. Group 3: Electric Vehicle and Battery Industry - The automotive industry in Guangdong is expected to achieve revenue exceeding 1.28 trillion yuan in 2024 [16]. - The province is nurturing globally competitive companies in electric and intelligent vehicles, including BYD, GAC Group, and Xpeng Motors, as well as battery manufacturers like Yiwei Lithium Energy and Xinwanda [17][19]. Group 4: Energy Storage and Recycling - The revenue of the new energy storage industry in Guangdong is projected to be around 400 billion yuan in 2024, with an installed capacity of 3.5 million kilowatts, a year-on-year increase of 114% [21]. - The province's energy-saving and recycling technology and service industry accounts for about 10% of the national scale, with several companies recognized in the top 50 environmental enterprises in China [22][24]. Group 5: Future Development Strategies - Guangdong aims to leverage the opportunity to build a world-class green low-carbon industrial cluster in the Greater Bay Area, enhancing its development capabilities and promoting a comprehensive green transformation of the economy and society [29][31]. - The province plans to improve the policy framework for green low-carbon industry development and focus on high-growth and strategic industries [32][34]. - There will be an emphasis on technological innovation and demonstration applications in the green low-carbon sector [35][36].

消费电子ETF（159732）跟踪国证消费电子指数，主要投资于业务涉及消费电子产业的50家A股上市公 司，行业主要分布于电子制造、半导体、光学光电子等市场关注度较高的主流板块。 （文章来源：每日经济新闻） 中金证券指出，展望2025年下半年，端侧AI多终端落地及逐步下沉，部分环节渐进式升级将引领消费 电子行业成长，建议关注AI手机硬件升级及加速渗透、AI可穿戴新终端形态的创新、光学行业重启升 规升配三大投资机会。 7月30日上午，A股三大指数走势分化，上证指数盘中上涨0.41%，钢铁、石油石化、医药生物等板块涨 幅靠前，电力设备、通信跌幅居前。消费电子分化，截至10:28，消费电子ETF（159732.SZ）下跌 0.11%，其成分股欣旺达下跌2.94%，东山精密下跌1.83%，科博达下跌1.80%。部分个股活跃，电连技 术上涨7.87%，兆易创新上涨4.29%。 消息方面，上海市经济和信息化委员会印发《上海市下一代显示产业高质量发展行动方案(2026-2030 年)》，方案提出，积极布局智能眼镜生产能力，建设智能化、无人化产线。发展AI+AR、AI+MR等多 形态眼镜产品，以终端集成培育多技术方向微显示生态 ...

Economic Growth and Industrial Performance - Sichuan's GDP reached 31,918.2 billion yuan in the first half of the year, with a year-on-year growth of 5.6% [1] - The province's industrial output value increased by 7.3%, marking it as a significant contributor to the economy [2] - High-tech manufacturing saw a remarkable growth of 13.1%, with the aerospace sector growing at 14.7% [2] Key Industrial Developments - Hanmo Industrial, a key player in high-end manufacturing, has established a new base in Chengdu with a total investment of 300 million yuan, aiming for an annual output of 300-500 units and a production value of 200-300 million yuan [3] - Sichuan Sanchuan Aviation Technology Co., Ltd. has benefited from the industrial park's supportive environment, achieving a 60% reduction in logistics costs and a 30% decrease in management cycle time [4] Export and International Presence - Sichuan's foreign trade reached 519.09 billion yuan in the first half of the year, with exports amounting to 315.62 billion yuan, a year-on-year increase of 8.2% [5] - Chengdu Longcheng Development Technology Co., Ltd. has established a strong international presence, exporting to over 40 countries and achieving a revenue of 2.933 billion yuan last year, with exports accounting for nearly 90% [10][11] Infrastructure and Project Development - Sichuan's key projects have seen significant investment, with 810 projects completing investments of 501.98 billion yuan, achieving a completion rate of 63.4% [11] - The Mianyang Youxian District Aviation and Gas Turbine Industrial Park is set to become a core hub for high-tech intelligent manufacturing, with a planned investment of approximately 16.4 billion yuan [12][13] New Energy Sector Growth - The new energy sector is rapidly developing, with companies like Xinwangda investing 10 billion yuan in a project that was completed in just 100 days, showcasing the local government's support [14][16] - Xinwangda's new production line is expected to significantly enhance the capacity and efficiency of its energy storage batteries [16]

Core Viewpoint - The China International High-Tech Achievements Fair (referred to as the High-Tech Fair), known as "China's First Technology Exhibition," will be held from November 14 to 16, 2025, in Shenzhen, showcasing advancements in high-tech industries and facilitating global technology transactions [1]. Group 1: Event Overview - The High-Tech Fair has been successfully held for 26 sessions since its inception in 1999, becoming a significant platform for China's high-tech sector and innovation [1]. - The 27th High-Tech Fair will focus on a market-oriented exhibition concept, with an exhibition area planned to reach 400,000 square meters, inviting renowned technology companies from over 100 countries and regions [1]. Group 2: Exhibition Focus - The fair will cover various cutting-edge fields, including national key projects, artificial intelligence, smart manufacturing, robotics, semiconductors, clean energy, and more, showcasing the latest technological achievements and innovative solutions [1]. - Specific exhibition areas will include national key equipment, technology giants' industrial chains, international technology achievements, and sectors like low-altitude economy and data industry [1]. Group 3: Participation and Investment - Over 5,000 well-known companies, including China National Petroleum, China Petroleum & Chemical, Huawei, BYD, and Xiaomi, are expected to participate with significant technological equipment and innovative products [2]. - The total intended investment from participating investment institutions has exceeded 1 billion yuan, covering all stages of capital investment from angel rounds to Pre-A rounds [2].

Core Viewpoint - The lithium battery industry is crucial for energy transition and green development, with significant growth potential, particularly in Shandong province, where Shandong XINWANDA is focusing on breakthroughs in supercharging technology to enhance its competitive edge in the lithium battery supply chain [1][4]. Industry Development - Shandong's industrial value added increased by 7.7% in the first half of the year, with the lithium battery sector showing strong momentum, leading the nation in the production capacity of anode and cathode materials and electrolytes [1]. - The lithium battery industry in Shandong is projected to exceed 100 billion yuan in scale by 2024, with a growth rate surpassing 20% [1]. Company Innovations - Shandong XINWANDA has advanced its battery technology from 1C to 6C, indicating significant manufacturing breakthroughs [2]. - The latest 6C battery can charge in just 10 minutes, achieving a range of 500 kilometers, addressing charging anxiety for electric vehicle users [1][2]. Manufacturing Process - The company has implemented a new stacking process to reduce internal resistance and increase charging current, which is crucial for the development of high-performance batteries [2]. - Advanced online visual inspection systems and AI algorithms are employed to ensure product quality during the manufacturing process [3]. Quality Control - Comprehensive quality control measures are in place, including 100% non-destructive testing of semi-finished and finished products using X-RAY and online CT technologies [3]. Strategic Partnerships - Shandong XINWANDA has become a core supplier of lithium batteries for several well-known new energy vehicle manufacturers, including Ideal Auto and Dongfeng Motor [3]. - The local government has introduced specific regulations and established innovation platforms to support the lithium battery industry, aiming to create a "China New Energy Battery City" [3][4]. Future Prospects - The company is currently expanding its second-phase project and aims to further enhance its supercharging battery technology, potentially achieving charging rates of 10C to 12C in the future [4].

Group 1 - The "Million Talents Gathering in Guangdong" initiative aims to attract 1 million college graduates and various talents to Guangdong for employment and entrepreneurship, with a focus on matching talent supply and demand in real-time [1][9][12] - As of mid-July, Guangdong has successfully recruited over 1 million graduates, achieving its annual target ahead of schedule [2][9] - The Greater Bay Area's job market shows a significant demand for talent, with Shenzhen providing over 35.2% of job openings in the region [2][4] Group 2 - Major companies in Guangdong, such as Tencent and Xinwangda, are significantly increasing their recruitment efforts, with Tencent planning to add 28,000 internship positions over three years [4][5] - The demand for technical talent in emerging fields like AI and robotics is rising, with companies offering competitive salaries and incentives to attract skilled professionals [6][9] - The "Million Talents Gathering in Guangdong" initiative has facilitated efficient recruitment processes, allowing companies to receive hundreds of resumes during recruitment events [9][12] Group 3 - Guangdong's government has introduced supportive policies for graduates, including employment subsidies and housing assistance, to encourage talent retention and attraction [12][13] - Shenzhen has implemented measures to streamline the process for graduates to settle in the city, including online applications for residency and extended free accommodation for job seekers [12][13] - The initiative has led to a new paradigm of talent supply and demand matching, showcasing Guangdong's economic strength and commitment to fostering a skilled workforce [9][12]

Group 1 - The market experienced a rebound on July 28, with the ChiNext Index leading the gains, and the Tianhong ChiNext ETF (159977) rising by 0.86% with a trading volume exceeding 13 million yuan [1] - As of July 25, the Tianhong ChiNext ETF had a latest circulating scale of 8.644 billion yuan, closely tracking the ChiNext Index (399006.SZ), which consists of 100 representative ChiNext listed companies [1] - The ChiNext Index is characterized by a high proportion of emerging industries and high-tech enterprises, reflecting the operational status of the ChiNext market [1] Group 2 - Guojin Securities' report indicates that the overall market is approaching previous highs, with domestic policies continuing to support demand while promoting market clearing [1] - Huatai Securities' latest report highlights a sustained increase in global risk appetite, with A-shares breaking through and experiencing five consecutive weeks of upward movement [2]

Group 1 - CATL has established a new energy company named Dongying Times Zero Carbon New Energy Technology Co., Ltd., focusing on carbon reduction and renewable energy technologies [2] - Funeng Technology received a development notification from GAC Group for battery pack assembly, expected to start supply within the year [3] - Chuangming New Energy signed a strategic cooperation agreement with Pinggao Group to develop mobile energy storage solutions [4] Group 2 - Chuangneng New Energy signed a long-term cooperation agreement with Nord Shares to procure 160,000 tons of copper foil materials over the next five years [5] - Ruipu Lanjun's revenue for the first half of the year is expected to be between 9.3 billion to 9.8 billion RMB, a growth of approximately 22.4% to 29.0% year-on-year [6] - Honeycomb Energy's second-generation battery has officially rolled off the production line, featuring a capacity of 65 kWh and ultra-fast charging capabilities [7] Group 3 - XWANDA's 20 GWh battery production project in Yiwu has received environmental approval, aiming for significant production capacity [8] - BYD has applied for a patent to increase the range of electric vehicles without changing battery pack dimensions [9][10] - Hunan Youneng plans to invest in a lithium battery cathode material project in Malaysia with a total investment of approximately 9.5 billion RMB [13] Group 4 - Jiangsu Yecheng New Materials' project for producing 400,000 tons of lithium battery anode materials has been approved [14] - Lithium Tai New Energy completed a million yuan angel round financing to advance battery safety technology [15] - Dingsheng New Materials announced a delay in the construction of its 800,000 tons battery foil project to December 2027 [16] Group 5 - Shanghai Weitai plans to acquire a 51% stake in Zhijiang New Materials, aiming to enter the lithium battery materials sector [17] - A new integrated phosphate-coal chemical project with a total investment of approximately 73 billion RMB has commenced construction [18][19] - Sichuan Wuke Jinsilicon received strategic investment to enhance its silicon-carbon anode material production capabilities [20] Group 6 - A 20 million RMB lithium battery composite new materials project has been signed in Jiangsu [21] - Yifei Laser delivered a new production line for large cylindrical batteries to a leading global battery customer [23] - Jing Shan Light Machinery has begun mass production of battery equipment for the energy storage sector [24] Group 7 - The Chinese lithium battery stacking equipment market is projected to reach 3.6 billion RMB in 2024, with a decline of 21.74% year-on-year [25] - A 18,000-ton lithium battery recycling project is set to be established in Heilongjiang [29] - A 48,000-ton lithium battery recycling project is proposed in Guangdong, with an investment of 651 million RMB [31] Group 8 - A new project for processing 60,000 tons of power batteries and 2 GWh of energy storage has been launched in Guangdong [32] - A 38,000-ton lithium battery recycling project is planned in Jiangxi [33] - BMW Group announced the establishment of a wholly-owned subsidiary in Nanjing, enhancing its information technology capabilities [35] Group 9 - XPeng Motors announced that its MONA M03 model has surpassed 150,000 cumulative deliveries [36] - Great Wall Motors reported a total revenue of 52.3 billion RMB for Q2 2025, a year-on-year increase of 7.8% [37] - BYD's 13 millionth electric vehicle has rolled off the production line [38] Group 10 - Chery aims to rank among the top ten global automotive manufacturers by the end of the year [39] - Mitsubishi Motors announced its complete withdrawal from the Chinese market [40][41] - Tesla's Model 3 has surpassed 3 million units in global sales [42]