证券代码：300438 证券简称：鹏辉能源 公告编号：2025-056 广州鹏辉能源科技股份有限公司 关于筹划发行 H 股股票并在香港联合交易所有限公司上市的提示 性公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 广州鹏辉能源科技股份有限公司董事会 2025年12月12日 为深化广州鹏辉能源科技股份有限公司（以下简称"公司"）全球化战略布局，提 升公司在国际市场的综合竞争实力，同时打造公司国际化资本运作平台，增强境外融资 能力，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股发行上市"）。公司正在与相关中 介机构就本次H股发行上市的具体推进工作进行商讨，相关细节尚未确定。本次H股发行 上市不会导致公司控股股东和实际控制人发生变化。 根据《中华人民共和国公司法》《中华人民共和国证券法》《境内企业境外发行证 券和上市管理试行办法》及《深圳证券交易所创业板股票上市规则》等法律法规的要求， 待确定具体方案后，公司本次H股发行上市尚需提交公司董事会和股东会审议，并经中 国证券监督管理委员会备案和 ...

证券时报·数据宝统计，截至发稿，鹏辉能源收盘价为49.88元，下跌2.77%，本期筹码集中以来股价累 计下跌14.03%。具体到各交易日，3次上涨，7次下跌。 公司发布的三季报数据显示，前三季公司共实现营业收入75.81亿元，同比增长34.23%，实现净利润 1.15亿元，同比增长89.33%，基本每股收益为0.2276元，加权平均净资产收益率2.16%。（数据宝） 鹏辉能源12月12日披露，截至12月10日公司股东户数为53964户，较上期（11月30日）减少3147户，环 比降幅为5.51%。这已是该公司股东户数连续第4期下降。 （文章来源：证券时报网） ...

Core Viewpoint - The lithium battery industry is experiencing significant price increases and supply chain adjustments due to rising raw material costs and strong demand, particularly in the energy storage and electric vehicle sectors [3][4][5]. Industry Trends - Dejia Energy announced a 15% price increase for its battery products starting December 16 due to rising production costs from upstream raw materials [3]. - Contemporary Amperex Technology Co., Ltd. (CATL) and other leading companies are securing long-term agreements to lock in upstream capacity and supply chains, emphasizing the importance of capacity acquisition for future growth [3][4]. - The lithium battery supply chain is currently characterized by a "full production and sales" state, with companies like Penghui Energy and Tianji Co. reporting strong demand and rising prices for their products [4]. Market Demand - Global power battery installation reached 811.7 GWh in the first three quarters of this year, a 34.7% increase from the previous year, while the energy storage market saw a 90.7% year-on-year growth [5]. - The rapid growth in renewable energy installations and the expansion of AI data centers are driving increased demand for energy storage solutions [5]. Long-term Contracts - The industry is witnessing a surge in long-term contracts, with significant agreements such as a 10-year strategic partnership between Haibosi and CATL for a minimum of 200 GWh of procurement [6]. - Other notable contracts include a collaboration between Hicharge Energy and CRRC Zhuzhou Electric Locomotive Research Institute for at least 120 GWh of energy storage products [6]. Price Dynamics - The price of battery-grade lithium carbonate has surged to 92,750 RMB per ton, a 23% increase from the previous month, while the price of lithium hexafluorophosphate has exceeded 180,000 RMB per ton [4]. - The tight supply and high demand have led to longer delivery times, with some companies reporting that delivery schedules extend into the first half of next year [4]. Technological Advancements - The industry is undergoing a "quality upgrade" driven by technological advancements, with companies like CATL launching fifth-generation lithium iron phosphate batteries that improve energy density and cycle life [9][10]. - High-density lithium iron phosphate products are becoming a focus, with expectations that their market share will increase significantly by 2026 [9]. Capacity Expansion - Companies are accelerating capacity expansion to meet growing demand, with Fulin Precision Engineering planning to invest 4 billion RMB to build a new production line for lithium iron phosphate [8]. - Dragon Power Technology is also raising funds to expand production capacity in response to customer needs [8]. Globalization Efforts - Leading companies are pursuing global expansion strategies, with firms like Hunan YN planning production capacity in Spain and Dragon Power Technology nearing full production at its Indonesian facility [10]. - The industry is shifting from scale competition to value competition, aiming for high-quality development as new products are launched and recycling systems are improved [10].

从资金流向上来看，当日地摊经济板块主力资金净流出5.89亿元，游资资金净流入1.09亿元，散户资金净 流入4.8亿元。地摊经济板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603766 | 降葵通用 | 15.35 | -4.12% | 53.98万 | 8.35 Z | | 600828 | 茂业商业 | 5.89 | -2.32% | 133.37万 | 7.83亿 | | 002723 | 小松股份 | 9.38 | -1.68% | C 36.11万 | 3.31亿 | | 002330 | 得利斯 | 5.25 | -1.32% | 17.04万 | 8946.91万 | | 000550 | 江铃汽车 | 18.49 | -1.28% | 4.09万 | 7600.85万 | | 002489 | 浙江永强 | 3.97 | -1.24% | 29.38万 | 1.17亿 | | 002485 | ST雪发 | 4.18 | -1.18% | 4.68万 ...

Event Overview - The 2025 (10th) Qidian Lithium Battery Industry Annual Conference and Lithium Battery Golden Ding Award Ceremony will be held on December 18-19, 2025, in Shenzhen, marking the 10th anniversary of Qidian Lithium Battery and Qidian Research [2] - The theme of the event is "New Cycle, New Technology, New Ecology," focusing on discussions around the new industry cycle, new materials, new processes, and new technologies [2] Event Significance - The annual conference serves as a significant platform for over 1,000 attendees from the lithium battery industry, including materials, equipment, cell manufacturers, and downstream application enterprises [2] - The event aims to summarize the past decade of the lithium battery industry and explore future development cycles, providing opportunities for industry exchange and collaboration [2] Event Highlights - The conference will feature over 1,200 attendees, making it the largest annual gathering, with nine specialized forums and over 60 prominent speakers discussing core issues and technological breakthroughs [4] - The 10th Lithium Battery Golden Ding Award will be held concurrently, recognizing outstanding contributions to the lithium battery industry [4] - The event will also include the 2025 China New Energy Entrepreneurs Club Council meeting, facilitating direct interactions among industry leaders [4] Specialized Sessions and Topics - The event will include specialized sessions on various topics such as the development trends of large cylindrical batteries, high-energy density batteries, and new battery materials and processes [6][7] - Key discussions will cover the global user-side energy storage industry white paper, trends in household energy storage, and the application of solid-state batteries in data centers [7][8] Participation and Sponsorship - The event will feature sponsorship from various companies, including major players in the lithium battery and energy storage sectors, enhancing the event's prestige and outreach [4] - Registration for the event is priced at 2,888 yuan per person, which includes access to all sessions, meals, and industry white papers [11]

人民财讯12月3日电，12月2日，鹏辉能源（300438）中标华润数字科技有限公司(简称"华润数字")浙江 虚拟电厂项目软硬件及实施服务。在该项目中，鹏辉能源将为华润数字提供"资源聚合-运营变现-运维 保障"的全生命周期虚拟电厂解决方案。 ...

Core Viewpoint - The 2025 (10th) Qidian Lithium Battery Industry Annual Conference and the Lithium Battery Golden Ding Award Ceremony will focus on the theme "New Cycle, New Technology, New Ecology," aiming to summarize the past decade of the lithium battery industry and explore future development opportunities [2]. Event Background and Significance - The Qidian Lithium Battery Industry Annual Conference is a significant annual event that has been held for nine consecutive years, attracting over 1000 participants each year from the entire lithium battery supply chain [2]. - The 2025 event marks the 10th anniversary of both the conference and Qidian Research, providing a platform for industry professionals to discuss new materials, technologies, and industry dynamics [2]. Event Details - Event Name: 2025 (10th) Qidian Lithium Battery Industry Annual Conference and Lithium Battery Golden Ding Award Ceremony - Event Date: December 18-19, 2025 - Location: Venus Royal Hotel, Shenzhen - Expected Scale: Over 1200 offline participants and 30,000 online viewers [2][3]. Highlights of the Event - The conference will feature over 1200 guests discussing industry development, nine specialized forums, and more than 60 prominent speakers addressing key issues [4]. - The 10th Lithium Battery Golden Ding Award will be held concurrently, recognizing outstanding contributions to the lithium battery industry [4][7]. - The event will also include the 2025 China New Energy Entrepreneurs Club Council meeting, facilitating direct interactions among corporate leaders [4]. Agenda Overview - The agenda includes specialized sessions on various battery technologies, such as cylindrical batteries, soft-pack batteries, and new materials and processes, with discussions on trends and innovations [5][6]. - The first day will feature an opening ceremony and multiple specialized sessions focusing on different battery technologies and their applications [5][6]. Golden Ding Award - The Golden Ding Award is an annual evaluation of outstanding brands in the new energy battery industry, aimed at promoting innovation and sustainable development [7][8]. - The award registration period is from September 1, 2025, to November 25, 2025, with the final winners announced between December 1 and December 10, 2025 [8][9]. Participation and Registration - Registration for the event is priced at 2888 yuan per person, which includes access to the conference, meals, and industry white papers [10]. - The awards cover various categories, including technology innovation in different battery types and materials, as well as recognition for service providers and trusted brands in the industry [11].

Core Viewpoint - The "street vendor economy" sector experienced a decline of 0.45% on December 2, with Penghui Energy leading the drop. The Shanghai Composite Index closed at 3897.71, down 0.42%, while the Shenzhen Component Index closed at 13056.7, down 0.68% [1]. Group 1: Market Performance - The street vendor economy sector saw a net outflow of 214 million yuan from main funds, while retail investors contributed a net inflow of 132 million yuan [2][3]. - Key stocks in the street vendor economy sector showed varied performance, with Hai Xin Food leading with a 10.05% increase, while Penghui Energy fell by 5.00% [1][2]. Group 2: Individual Stock Analysis - Hai Xin Food (002702) closed at 8.76 yuan, with a trading volume of 1.47 million shares and a transaction value of 12.39 million yuan [1]. - Penghui Energy (300438) closed at 54.96 yuan, with a trading volume of 332,200 shares and a transaction value of 1.848 billion yuan [2]. - Other notable performers included Maoye Commercial (600828) with a 9.93% increase and a transaction value of 842 million yuan, and Xiaosong Co. (002723) with a 6.04% increase and a transaction value of 300 million yuan [1][2].

Group 1 - The core point of the news is that Penghui Energy's stock price has dropped by 5.01%, currently trading at 54.95 yuan per share, with a total market capitalization of 27.659 billion yuan [1] - The company, Guangzhou Penghui Energy Technology Co., Ltd., was established on January 18, 2001, and went public on April 24, 2015. Its main business involves the research, production, and sales of lithium-ion batteries and primary batteries [1] - The revenue composition of the company shows that lithium-ion batteries account for 98.89% of its main business income, while other sources contribute 1.11% [1] Group 2 - From the perspective of fund holdings, one fund under Dongfang Fund has a significant position in Penghui Energy. The Dongfang Low Carbon Economy Mixed A Fund (021094) held 51,300 shares in the third quarter, representing 4.08% of the fund's net value, making it the fifth-largest holding [2] - The Dongfang Low Carbon Economy Mixed A Fund (021094) was established on March 4, 2025, with a latest scale of 24.1872 million yuan and has achieved a return of 12.2% since inception [2] - The fund manager, Li Rui, has been in charge for 7 years and 355 days, overseeing total assets of 10.559 billion yuan, with the best return during his tenure being 118.65% and the worst being -21.55% [2]

Event Overview - The 2025 (10th) Qidian Lithium Battery Industry Annual Conference and Lithium Battery Golden Ding Award Ceremony will be held on December 18-19, 2025, in Shenzhen, marking the 10th anniversary of Qidian Lithium Battery and Qidian Research [2][3] - The theme of the event is "New Cycle, New Technology, New Ecology," focusing on discussions around new cycles in the industry, new materials, new processes, and new technological advancements [2] Event Scale and Participation - The event is expected to attract over 1200 offline participants and 30,000 online viewers, making it the largest annual gathering in the industry [4] - There will be nine specialized forums and over 60 prominent speakers discussing core topics, including technological breakthroughs and safety challenges [4] Award Ceremony - The 10th Lithium Battery Golden Ding Award will be held concurrently, recognizing outstanding contributions to the lithium battery industry [4][9] - The award aims to encourage innovation and provide procurement references for the industry, with various categories including technology innovation awards for different battery types [9][10] Specialized Forums and Topics - The agenda includes specialized sessions on cylindrical batteries, soft-pack batteries, and new materials and processes, with discussions on topics such as fast-charging technologies and safety standards for energy storage systems [5][6][7] - Notable companies participating in discussions include Eifly Laser, New Day Co., and others, focusing on advancements in battery technology and applications [6][7] Networking Opportunities - The event will also host the 2025 China New Energy Entrepreneurs Club Council Meeting, providing opportunities for high-level networking among industry leaders [4] - A total of over 50 exhibitors will showcase solutions across the entire lithium battery supply chain, including materials, equipment, and components [4]