证券代码：300207 证券简称：欣旺达 公告编号：<欣>2025-100 欣旺达电子股份有限公司 欣旺达电子股份有限公司（以下简称"公司"）于 2025 年 12 月 2 日分别召 开第六届董事会第二十二次会议、第六届监事会第二十一次会议，审议通过了《关 于注销 2022 年限制性股票与股票期权激励计划预留授予部分第二个行权期已到 期未行权的股票期权的议案》。公司《2022 年限制性股票与股票期权激励计划》 中预留授予股票期权的第二个行权期已于 2025 年 11 月 28 日届满，截至行权期 届满之日，根据证券公司提供的公司本次激励计划预留授予部分第二个行权期自 主行权明细汇总表，尚有 25 万份股票期权未行权，该部分股票期权将由公司予 以注销。具体内容详见公司于 2025 年 12 月 4 日在中国证监会指定的创业板信息 披露网站巨潮资讯网（http://www.cninfo.com.cn）披露的《关于注销 2022 年 限制性股票与股票期权激励计划预留授予部分第二个行权期已到期未行权的股 票期权的公告》。 经中国证券登记结算有限责任公司深圳分公司审核确认，上述股票期权注销 事宜已于 2025 年 12 ...

（原标题：欣旺达动力在山东成立新能源公司） 企查查APP显示，近日，山东欣邦新能源有限公司成立，法定代表人为叶智林，注册资本3亿人民币， 经营范围含新兴能源技术研发、电池制造、电池销售、电动汽车充电基础设施运营等。企查查股权穿透 显示，该公司由欣旺达动力科技股份有限公司全资持股。 ...

12月9日，A股市场震荡回调，电新板块全面回落。截至14:00，同类规模领先、费率最低档的电池50ETF（159796）跌超1%，三连阳后首度回调， 成交额超2.25亿元。盘中资金持续涌入，电池50ETF（159796）获1000万份净申购，逢跌布局趋势明显！ 电池50ETF（159796）标的指数成分股多数回调，阳光电源逆势涨超1%，宁德时代、三花智控、亿纬锂能（维权）等跌超1%，先导智能、天赐材 料等回调。 | 序号 | 代码 | 名称 | 申万一级行业 | 涨跌幅 | 估算权重 ▼ | | --- | --- | --- | --- | --- | --- | | 1 | 300274 | 阳光电源 | 电力设备 | 1.09% | 17.02% | | 2 | 300750 | 宁德时代 | 电力设备 | -1.06% | 8.06% | | 3 | 002050 | 三花智控 | 家用电器 | -1.65% | 6.72% | | 4 | 300014 | 亿纬锂能 | 电力设备 | -1.14% | 5.92% | | 5 | 300450 | 先导智能 | 电力设备 | -0.93% | 3.6 ...

实现"技术突围" 深企全链布局 近日，记者走进欣旺达锂电池回收工厂，全自动化生产线高速运转：CCD视觉技术精准分离电池组 件，热解破碎线无损回收铜、铝及正负极材料，经再制造模块重组后，"退役"电池焕新重生。 深圳商报记者 罗凯燕 作为行业内较早布局电池回收的企业，早在2018年，欣旺达旗下子公司就入围广东省首批回收试点。 2023年，欣旺达专门成立再生材料有限公司，宣告电池回收业务进入专业化、规模化运营新阶段。"电 池回收具有经济与环保等多重价值。"欣旺达再生材料有限公司业务专家向俊华介绍说。 千吨电池修复料可减少煤耗7000吨、节约成本近千万元，深企欣旺达（300207）的这组电池回收数据， 直观呈现了电池回收产业的经济价值和社会效益。 电池回收产业具有高价值和高门槛双重属性。据向俊华介绍，当前回收行业总体产能利用率偏低，技术 升级成为破局关键。为推进技术升级，公司与南方科技大学共建联合实验室，聚焦电池回收技术、正极 材料研发、再生材料研发等领域，开发出一系列创新回收工艺，形成了覆盖"检测-拆解-再生"全流程的 技术体系，已实现电池组件无损分离和镍、钴、锰、锂等金属的高效回收。"目前，千吨电池修复料大 约可 ...

近日，记者走进欣旺达锂电池回收工厂，全自动化生产线高速运转：CCD视觉技术精准分离电池组 件，热解破碎线无损回收铜、铝及正负极材料，经再制造模块重组后，"退役"电池焕新重生。 作为行业内较早布局电池回收的企业，早在2018年，欣旺达旗下子公司就入围广东省首批回收试点。 2023年，欣旺达专门成立再生材料有限公司，宣告电池回收业务进入专业化、规模化运营新阶段。"电 池回收具有经济与环保等多重价值。"欣旺达再生材料有限公司业务专家向俊华介绍说。 电池回收产业具有高价值和高门槛双重属性。据向俊华介绍，当前回收行业总体产能利用率偏低，技术 升级成为破局关键。为推进技术升级，公司与南方科技大学共建联合实验室，聚焦电池回收技术、正极 材料研发、再生材料研发等领域，开发出一系列创新回收工艺，形成了覆盖"检测-拆解-再生"全流程的 技术体系，已实现电池组件无损分离和镍、钴、锰、锂等金属的高效回收。"目前，千吨电池修复料大 约可节约成本近千万元，减少7000吨标准煤消耗。"向俊华说。 2025年11月，欣旺达滕州电池回收基地竣工。据悉，该基地配备全自动化生产线，涵盖拆解、电池再制 造及破碎制粉三大核心环节，可精准分离电池组件、 ...

Core Viewpoint - Zhongwei New Materials (02579.HK) has seen a significant decline in its stock price, currently trading at 26.70 HKD, marking a drop of 4.23% and reaching its lowest price since listing, indicating a state of underperformance since its IPO [1] Group 1: Stock Performance - The stock has experienced a cumulative decline of 21.47% since its listing on November 17, 2025 [1] - The lowest intraday price recorded today was 26.64 HKD, which is the lowest since the company went public [1] Group 2: IPO Details - Zhongwei New Materials issued a total of 104,225,400 shares during its IPO, with 10,422,600 shares allocated for public offering in Hong Kong and 93,802,800 shares for international offering [1] - The final offer price was set at 34.00 HKD, raising a total of 3,543,663,600 HKD, with net proceeds amounting to 3,432,609,775 HKD after deducting estimated listing expenses [1] Group 3: Underwriters and Investors - The joint sponsors and coordinators for the IPO included Morgan Stanley Asia Limited and Huatai Financial Holdings (Hong Kong) Limited, among others [2] - Key cornerstone investors involved in the IPO included Guizhou New Industrialization Development Equity Investment Fund, Baoda Investment (Hong Kong) Limited, and several others [3]

天眼查App显示，12月5日，山东欣邦新能源有限公司成立，法定代表人为叶智林，注册资本3亿人民 币，经营范围含新兴能源技术研发、电池制造、电池销售、电动汽车充电基础设施运营、输配电及控制 设备制造、智能输配电及控制设备销售、光伏设备及元器件销售等。股东信息显示，该公司由欣旺达动 力科技股份有限公司全资持股。 ...

来源：市场资讯 天眼查显示，近日，山东欣邦新能源有限公司成立，法定代表人为叶智林，注册资本3亿人民币，经营范围含新兴能源技术 研发、电池制造、电池销售、电动汽车充电基础设施运营、输配电及控制设备制造、智能输配电及控制设备销售、光伏设 备及元器件销售等。股东信息显示，该公司由欣旺达动力科技股份有限公司全资持股。 | | 那公司 都在用的向业直向工具 | 直老板 麻井信 资风险 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | 国家中小企业发展子属全旗下机构 | 山东欧邦新能理有限公司 | 8 天製一下 | 脂 应用 · | 商务合作 企业级产品- | | 鱼 此处有 ... - | | 基本信息 7 | 法律诉讼 | 经营风险 | 经营信息 | 公司发展 | 知识产权 | | 历史信息。 | | 工商信息 ● | | | | | | | ●天眼查 | | 工商信息 历史工商信息0 | | | | | | | 田 高田 | | 企业名称 | 山东欣邦新能源有限公司 | | | | | | | | 法定代表人 | 日 叶智林 瑞关联企 ...

Core Viewpoint - The energy storage sector has transformed into one of the hottest investment areas in the capital market this year, characterized by strong overall performance but significant fluctuations in funding [2][3]. Market Demand - The market demand for energy storage is experiencing explosive growth, with domestic lithium battery shipments reaching 430 GWh in the first three quarters of 2025, surpassing the total for 2024. Global shipments reached 240.21 GWh, a year-on-year increase of 106.1% [4][20]. - Chinese companies secured 308 new overseas energy storage orders totaling 214.7 GWh in the first nine months of 2025, marking a 131.75% increase year-on-year [4][20]. Policy Support - The government has introduced multiple policies to promote high-quality development in the new energy sector since 2025. The National Development and Reform Commission and the National Energy Administration's action plan aims for a new energy storage capacity of over 180 million kilowatts by 2027, driving direct investment of approximately 250 billion yuan [4][20]. Material Prices - Key materials for energy storage, such as lithium hexafluorophosphate, have seen significant price increases, with some market quotes exceeding 150,000 yuan per ton, reflecting a more than 200% rise since July [4][20]. Market Transition - The energy storage sector is shifting from being a "mandatory allocation" to an "economic choice," marking a significant change in the industry's profitability model. The cancellation of mandatory storage requirements allows energy storage to participate as an independent market entity [5][21]. Revenue Models - As the electricity market reforms deepen, energy storage is transitioning from a cost burden to a profitable asset. Projects in leading provinces can now establish diverse revenue models, significantly enhancing profitability [6][22]. Supply and Demand Dynamics - The previous oversupply and low-price competition are easing, with sustained market demand leading to full production capacity among leading battery manufacturers and stabilization of raw material prices [7][23]. Company Performance - Several companies in the energy storage sector have reported significant earnings growth. For instance, CATL's net profit reached 49.034 billion yuan in the first three quarters of 2025, a 36.2% increase year-on-year [9][25]. - Long-term funds have increased their holdings in energy storage stocks, with 11 stocks receiving support from social security funds, indicating investor confidence in the sector's long-term prospects [10][26]. Institutional Interest - The interest from institutional investors has surged, with 17 energy storage stocks receiving attention from over a hundred institutions since October, further boosting stock performance [11][27].

Group 1 - The "Investment Opportunities in China" roadshow successfully took place in Germany, featuring representatives from five Shenzhen-listed companies engaging with institutional investors [1] - The Shenzhen Stock Exchange (SZSE) organized a total of 11 overseas roadshows in 2025, covering over 50 Shenzhen-listed companies and reaching countries like Singapore, South Korea, Australia, and Germany [1] - The participating companies in the German roadshow represent key sectors such as renewable energy, high-end manufacturing, and healthcare, which are of significant interest to German investors [1] Group 2 - In the Sydney roadshow, six companies from the green low-carbon and high-end manufacturing sectors engaged with nearly 70 representatives from Australian investment institutions, highlighting the shift of Chinese companies from "technology followers" to "standard setters" [2] - During the Singapore roadshow, companies like Mindray Medical and Inovance Technology received positive feedback from foreign investors, who expressed high interest in the global strategies and technological advancements of Chinese firms [2] - The SZSE is actively organizing roadshows in Hong Kong to enhance understanding and trust between Shenzhen-listed companies and foreign investors, facilitating international investment in the Shenzhen market [2][3] Group 3 - The SZSE plans to continue organizing overseas roadshows and activities for foreign investors to enhance their understanding of the investment value of Chinese assets [3] - The exchange aims to improve the quality of services for connecting Shenzhen-listed companies with foreign investors, facilitating cross-border investment activities [3]