欣旺达电子股份有限公司 2020年面向专业投资者公开发行公司债券 (第三期)2025年兑付兑息暨摘牌公告 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。 特别提示: 证券简称:欣旺达 债券简称:20 欣旺 03 证券代码:300207 债券代码:149219 欣旺达电子股份有限公司2020年面向专业投资者公开发行公司债券(第三期) (债券简称:"20 欣旺 03",债券代码:149219,以下简称"本期债券")将于 2025 年 9 月 1 日支付 2024 年 8 月 31 日至 2025 年 8 月 30 目期间最后一个年度的利息 及本期债券的本金,本次兑付兑息的债权登记日为 2025年 8 月 29 日,摘牌日为 2025年9月1日,最后交易日为 2025年8月29日,根据《欣旺达电子股份有 限公司 2020年面向专业投资者公开发行公司债券(第三期)募集说明书》和《公 司债券上市公告书》有关条款的规定,本期债券将进行兑付兑息,现将有关事项 公告如下: 一、本期债券基本情况 1、债券名称:欣旺达电子股份有限公司 2020年面向专业投资者公开发行公 司债券( ...

Core Viewpoint - The company has achieved comprehensive growth in revenue and profit, indicating strong performance in the battery industry [2]. Group 1: Financial Performance - Revenue reached 269.85 million, with a year-on-year growth of 12.82% [3]. - Net profit attributable to shareholders was 856 million, showing a slight decrease of 3.88% year-on-year [3]. - The shipment volume of power batteries increased significantly by 93.04%, totaling 16.08 GWh [3]. - Energy storage system shipments reached 8.91 GWh, marking a substantial year-on-year growth of 133.25% [4]. Group 2: Revenue Structure - Revenue from consumer batteries was 138.90 million, reflecting a year-on-year increase of 5.22% [6]. - Revenue from electric vehicle batteries amounted to 760.4 million, with a growth of 22.63% [6]. - Revenue from energy storage systems reached 100.4 million, showing a remarkable increase of 68.85% [6]. - Other revenue sources totaled 448.6 million, with a year-on-year growth of 14.39% [6]. Group 3: Key Projects and Innovations - The Zhejiang Pujiang precision structural components project has achieved mass production [8]. - The Jiangxi Ganzhou recycling materials base has been put into operation [8]. - The company has made significant advancements in solid-state battery technology, enhancing its research foundation [10]. - New generation aviation power batteries have achieved an energy density of 360 Wh/kg, utilizing "soft solid-state" battery technology [19]. - The flash charging battery 4.0 can achieve a peak charging rate of 12C, reducing charging time to 5 minutes [19].

智通财经APP获悉，中金发布研报称，低空经济政策与产业技术成熟构成农业无人机发展的核心驱动 力，预计中国农业无人机硬件潜在需求有望达624万台(单年124.8万台)，对应潜在市场空间2246亿元(单 年449亿元)；预计农业无人机单年服务市场潜在空间有望达2256亿元。产业链上游核心部件供应商、中 游品牌商及下游服务运营商，有望在行业快速发展浪潮中同步获益，合力实现科技兴农。关注传感器、 飞控芯片、定位等产业链相关标的。 盈利预测与估值 中金主要观点如下： 产业链相关标的：传感器(思特威-W(688213.SH)、晶方科技(603005.SH))、飞控芯片(瑞芯微 (603893.SH)、爱芯元智(未上市))、定位(海格通信(002456.SZ))、PCB(嘉立创(未上市))、电池与供电系 统(欣旺达(300207.SZ))、代工(中诺通信(未上市))、无人机(影石创新(688775.SH))。 无人机助力纾解劳力困境，筑牢农业根基 风险因素 农业现代化是中国式现代化的关键，农业无人机正成为破解农业发展矛盾的关键抓手。从需求侧看，食 品消费占居民支出比重显著，2023 年，中国人口占全球的18%，但却消费了全 ...

8月28日，欣旺达跌5.02%，截至发稿，报22.89元/股，成交21.80亿元，换手率5.44%，总市值422.51亿 元。 资料显示，欣旺达电子股份有限公司位于广东省深圳市宝安区石岩街道石龙社区颐和路2号综合楼,香港 铜锣湾希慎道33号利园1期19楼1919室，成立日期1997年12月9日，上市日期2011年4月21日，公司主营 业务涉及锂离子电池模组的研发、设计、生产及销售。 从基金十大重仓股角度 截至发稿，倪超累计任职时间10年82天，现任基金资产总规模30.16亿元，任职期间最佳基金回报 156.51%， 任职期间最差基金回报-18.71%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，金鹰基金旗下1只基金重仓欣旺达。金鹰信息产业股票A（003853）二季度减持39.01万股， 持有股数175.72万股，占基金净值比例为4.01%，位居第九大重仓股。根据测算，今日浮亏损失约 212.62万元。 金鹰信息产业股票A（003853） ...

8月28日，欣旺达跌5.02%，截至发稿，报22.89元/股，成交21.81亿元，换手率5.44%，总市值422.51亿 元。 资料显示，欣旺达电子股份有限公司位于广东省深圳市宝安区石岩街道石龙社区颐和路2号综合楼,香港 铜锣湾希慎道33号利园1期19楼1919室，成立日期1997年12月9日，上市日期2011年4月21日，公司主营 业务涉及锂离子电池模组的研发、设计、生产及销售。 截至发稿，毛甜累计任职时间7年262天，现任基金资产总规模2.91亿元，任职期间最佳基金回报 77.96%， 任职期间最差基金回报-34.21%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，华泰资管旗下1只基金重仓欣旺达。华泰紫金中证500指数增强发起A（016865）二季度持有 股数8400股，占基金净值比例为1.04%，位居第三大重仓股。根据测算，今日浮亏损失约1.02万元。 华泰紫金中证500指数增强发起A（016865）成立日期2023年2月22日， ...

Core Viewpoint - The battery industry is experiencing positive developments, with the solid-state battery technology advancing and a consensus on price discipline emerging among certain segments, which is expected to improve the competitive landscape [3]. Group 1: Market Performance - As of August 28, 2025, the China Securities Battery Theme Index rose by 0.23%, with notable increases in component stocks such as Putailai (6.19%), Goodwe (4.29%), Keda (3.65%), and Sungrow (3.35%) [1]. - The Battery ETF by Harvest (562880) showed a trading turnover of 5.18% and a transaction volume of 17.0666 million yuan, with an average daily transaction of 13.8565 million yuan over the past week [3]. Group 2: Industry Developments - The solid-state battery industrialization process is accelerating, with multiple companies initiating pilot production lines and planning to achieve mass production by 2026 [3]. - Since 2025, breakthroughs in solid-state battery technology have been reported, with several automakers planning to adopt all-solid-state batteries around 2027, indicating a faster industrialization process [3]. Group 3: Key Stocks and Weightings - As of July 31, 2025, the top ten weighted stocks in the China Securities Battery Theme Index accounted for 51.66% of the index, including Sungrow, CATL, and Sanhua Intelligent Controls [3]. - The performance of key stocks includes Sungrow (3.35% increase, 10.28% weight), CATL (-0.97%, 9.64%), and Sanhua Intelligent Controls (1.54%, 6.31%) [5].

Group 1: Company Performance - XINWANDA reported a revenue of 26.985 billion yuan, a year-on-year increase of 12.82%, and a net profit of 856 million yuan, up 3.88% [1] - GUANGXUN TECHNOLOGY achieved a revenue of 5.243 billion yuan, a year-on-year increase of 68.59%, and a net profit of 372 million yuan, up 78.98% [1] - NORTHEAST SECURITIES posted a revenue of 2.046 billion yuan, a year-on-year increase of 31.66%, and a net profit of 431 million yuan, up 225.90% [1][2] - SHANXI COAL reported a revenue of 18.053 billion yuan, a year-on-year decrease of 16.30%, and a net profit of 1.014 billion yuan, down 48.44% [3] - SHENGTIAN NETWORK achieved a revenue of 633 million yuan, a year-on-year increase of 17.23%, and a net profit of 52.304 million yuan, up 1186.02% [4] - SANLIAN FORGING reported a revenue of 775 million yuan, a year-on-year increase of 6.86%, and a net profit of 71.335 million yuan, up 3.88% [5][6] - JIAMEI PACKAGING posted a revenue of 1.257 billion yuan, a year-on-year decrease of 8.73%, and a net profit of 19.7416 million yuan, down 65.59% [8] - ANZHENG FASHION achieved a revenue of 1.146 billion yuan, a year-on-year increase of 12.38%, and a net profit of 22.0834 million yuan, turning from a loss of 12.1096 million yuan in the previous year [9] - HUAHENG BIO reported a revenue of 1.489 billion yuan, a year-on-year increase of 46.54%, and a net profit of 115 million yuan, down 23.26% [10] - BAIREN MEDICAL achieved a revenue of 248 million yuan, a year-on-year increase of 30.07%, and a net profit of 71.4006 million yuan, up 102.90% [12] - TIANZHIHANG reported a revenue of 125 million yuan, a year-on-year increase of 114.89%, but a net loss of 57.5482 million yuan, worsening by 23.80% [14] - AIBO MEDICAL achieved a revenue of 787 million yuan, a year-on-year increase of 14.72%, and a net profit of 213 million yuan, up 2.53% [15] - ZHONGSHAN SHIPPING reported a revenue of 12.585 billion yuan, a year-on-year decrease of 4.91%, and a net profit of 2.125 billion yuan, down 14.91% [16] - SHANGHAI XINYANG achieved a revenue of 897 million yuan, a year-on-year increase of 35.67%, and a net profit of 133 million yuan, up 126.31% [17] - SHANCOAL INTERNATIONAL reported a revenue of 9.66 billion yuan, a year-on-year decrease of 31.28%, and a net profit of 655 million yuan, down 49.25% [18] - GUIDANCE reported a revenue of 935 million yuan, a year-on-year increase of 71.55%, and a net profit of 143 million yuan, turning from a loss of 48.9539 million yuan in the previous year [19] - YINGFANGWEI reported a revenue of 1.927 billion yuan, a year-on-year increase of 4.48%, but a net loss of 32.2966 million yuan, worsening from a loss of 22.4024 million yuan in the previous year [21] - CHINA COMMUNICATIONS reported a revenue of 14.665 billion yuan, a year-on-year increase of 2.91%, and a net profit of 1.621 billion yuan, up 1.34% [22] - CHINA GENERAL NUCLEAR reported a revenue of 39.167 billion yuan, a year-on-year decrease of 0.53%, and a net profit of 5.951 billion yuan, down 16.30% [23] - CHINA HEAVY TRUCK reported a revenue of 26.162 billion yuan, a year-on-year increase of 7.22%, and a net profit of 669 million yuan, up 8.10% [24] - SHENGGUANG GROUP achieved a revenue of 9.275 billion yuan, a year-on-year increase of 22.78%, and a net profit of 60.8446 million yuan, up 3.06% [25] Group 2: Dividend Proposals - XINWANDA proposed a cash dividend of 0.6 yuan per 10 shares [1] - SHANXI COAL proposed a cash dividend of 0.36 yuan per 10 shares [3] - ZHONGSHAN SHIPPING proposed a cash dividend of 0.7 yuan per 10 shares [16] - CHINA HEAVY TRUCK proposed a cash dividend of 3.15 yuan per 10 shares [24]

Core Insights - The company reported a revenue of 26.985 billion yuan for the first half of 2025, representing a year-on-year growth of 12.82% [1] - The net profit attributable to shareholders was 856 million yuan, an increase of 3.88% year-on-year [1] - The net profit after deducting non-recurring gains and losses was 583 million yuan, showing a decrease of 28.03% year-on-year [1] - Basic earnings per share were 0.47 yuan [1] - The company plans to distribute a cash dividend of 0.60 yuan per 10 shares (tax included) to all shareholders [1] Business Performance - The traditional core business of the company continued to develop steadily, with revenue from consumer lithium batteries maintaining growth [1] - The production scale of consumer battery cells gradually expanded, and an increase in self-supply ratio is expected to enhance product added value and overall profitability [1] - The global consumer battery market showed significant recovery and growth due to the increasing adoption of artificial intelligence applications and a replacement cycle [1] - The company achieved a notable increase in the shipment volume of mobile digital products as demand for traditional consumer electronics rebounded [1] Electric Vehicle Sector - The penetration rate of global new energy vehicles rapidly increased, with the company’s power battery shipment volume reaching 16.08 GWh in the first half of 2025, a year-on-year growth of 93.04% [1] - Revenue from power batteries amounted to 7.604 billion yuan, reflecting a year-on-year increase of 22.63% [1]

Group 1 - The company Xiwanda announced that on August 27, 2025, it will accept investor research from Zheshang Securities and others, with the company secretary and CFO participating in the discussions [1] - The discussions will address questions raised by investors regarding the company's operations and future prospects [1] Group 2 - The news highlights a significant advancement in the medical field with the world's first successful transplantation of gene-edited pig lungs into humans, raising questions about the timeline for clinical applications [1] - The article features an interview with key participants involved in this groundbreaking procedure, emphasizing the potential implications for future medical treatments [1]

Core Viewpoint - The company has proposed a profit distribution plan for the first half of 2025, which will be submitted for approval at the fourth extraordinary general meeting of shareholders in 2025 [1][2]. Group 1: Approval Process - The company's board of directors has approved the profit distribution plan, considering factors such as profitability, financial status, and future development prospects, aligning with the company's operational performance and future growth [1][2]. - The supervisory board has also approved the profit distribution plan, affirming its compliance with relevant laws and regulations, and ensuring reasonable returns for shareholders [2]. Group 2: Profit Distribution Plan Details - For the first half of 2025, the company reported a net profit attributable to shareholders of the parent company of approximately 855.85 million yuan, with the parent company's net profit at about 6.01 million yuan [2]. - The proposed distribution plan suggests a cash dividend of 0.60 yuan per 10 shares (including tax), based on a total share capital of 1,845,806,346 shares, excluding repurchased shares [2]. - The actual distributable profit after accounting for previous dividends and adjustments is aimed at sharing the company's operational results with shareholders while ensuring normal business operations [2]. Group 3: Legality and Compliance of the Distribution Plan - The profit distribution plan complies with relevant regulations and is designed to align with the company's profit distribution policy and shareholder return strategy, benefiting all shareholders [3]. - The plan reflects the company's stable operational status and good performance, considering both immediate and long-term interests of investors [3].