金融界消息 截至2025年8月14日收盘，鹏辉能源（300438）报收于27.14元，上涨0.15%，换手率5.1%， 成交量20.60万手，成交金额5.66亿元。 资金流向方面，今日主力资金净流入2296.60万元，占比成交额4.06%。其中，超大单净流入1549.12万 元、占成交额2.74%，大单净流入747.49万元、占成交额1.32%，中单净流出流入1459.77万元、占成交 额2.58%，小单净流出3756.37万元、占成交额6.64%。 鹏辉能源最新一期业绩显示，截至2025一季报，公司营业总收入16.90亿元、同比增长5.83%，归属净利 润4498.31万元，同比减少375.01%，扣非净利润8030.16万元，同比减少1962.06%，流动比率1.092、速 动比率0.733、资产负债率70.41%。 天眼查商业履历信息显示，广州鹏辉能源科技股份有限公司，成立于2001年，位于广州市，是一家以从 事电气机械和器材制造业为主的企业。企业注册资本50334.336万人民币，实缴资本6000万人民币。公 司法定代表人为夏信德。 通过天眼查大数据分析，广州鹏辉能源科技股份有限公司共对外投资了55家 ...

Core Viewpoint - The China Chemical and Physical Power Industry Association released a draft initiative on August 13 to promote healthy development in the energy storage industry, focusing on fair competition and various operational standards [1][2][3]. Group 1: Initiative Details - The initiative includes guidelines on cost pricing behavior, encouraging members to participate in market competition based on technology, service, reputation, and performance capabilities [3][4]. - It emphasizes the importance of integrity and transparency in bidding activities, discouraging irrational low pricing and non-compliance with contracts [3][4]. - The initiative also promotes technological innovation and green development, urging participation in the establishment of industry standards [4]. Group 2: Industry Participation - Notable companies signing and participating in the initiative include BYD, EVE Energy, Huawei Digital Energy, and others, indicating a collective effort towards industry improvement [2][4]. Group 3: Investment Recommendations - The report suggests focusing on energy storage companies that may benefit from improved profitability due to the anti-involution policy, as the industry faces increasing competition and pressure on profits [2][5]. - Companies with cost and technological advantages, such as Sungrow Power Supply, Sungrow Shares, and CATL, are highlighted as having potential for profit elasticity [5].

Group 1 - The global large-scale energy storage market is experiencing explosive growth, driven by supportive policies in the US and rapid market expansion in Europe and Asia [1][2] - Large-scale energy storage systems are categorized as large storage, commercial storage, and household storage, with large-scale systems being more complex and critical for energy system stability [1] - The demand for large-scale energy storage is surging, particularly in Europe, with significant growth in countries like Germany, and the cost of large-scale storage is lower compared to commercial and household storage [2] Group 2 - Chinese companies have established a complete ecosystem in the large-scale energy storage industry, covering upstream core components, midstream system integration, and downstream project development and operation [3] - Companies like Penghui Energy are actively expanding their presence in both domestic and international markets, with significant growth in overseas project deliveries [3] - The revenue of Shenzhen Kelu Electronics is projected to grow by 30.82% to 36.05% year-on-year, driven by the delivery of overseas storage orders [3] Group 3 - Canadian Solar's subsidiary, Arctech, is involved in large-scale energy storage system integration, with significant projects underway in Australia, indicating the company's growing influence in the global market [4] - The demand for large-scale energy storage is expected to continue rising, necessitating ongoing technological innovation and market expansion by industry players to maintain competitive advantages [4]

Investment Rating - The report maintains an investment rating of "Outperform the Market" for the electric equipment and new energy industry [2][5]. Core Viewpoints - The report highlights the "anti-involution" initiative proposed by the China Chemical and Physical Power Industry Association, which aims to promote healthy development in the energy storage industry through cost pricing norms, product and service fulfillment, technological innovation, and industry coordination mechanisms [3][4]. - The report suggests that under the influence of the anti-involution policy, there are opportunities for profit improvement among energy storage companies, especially as market concentration is expected to increase with accelerated industry clearing and technological iteration [6]. Summary by Relevant Sections Industry Overview - The energy storage industry has faced increasing competition and pressure on profitability due to rapid expansion in energy storage batteries, inverters, and systems [3][6]. - The anti-involution policy is expected to enhance the profitability of leading companies with cost and technological advantages as the market becomes more concentrated [6]. Investment Recommendations - The report recommends focusing on companies such as Sungrow Power Supply, Shenghong Technology, Goodwe, CATL, EVE Energy, Zhongxin Innovation, and Penghui Energy for potential profit improvement opportunities [3][6]. Profit Forecasts for Related Companies - The report provides profit forecasts for several companies, including: - Sungrow Power Supply: Expected net profit of 110.4 billion RMB in 2024, with a PE ratio of 17x [8]. - CATL: Expected net profit of 507.4 billion RMB in 2024, with a PE ratio of 25x [8]. - EVE Energy: Expected net profit of 40.8 billion RMB in 2024, with a PE ratio of 23x [8].

人民财讯8月13日电，企查查APP显示，近日，河南鹏辉锂动科技有限公司成立，注册资本1000万元， 经营范围包含：新能源汽车整车销售；充电桩销售；工程和技术研究和试验发展；储能技术服务等。企 查查股权穿透显示，该公司由鹏辉能源（300438）全资持股。 ...

Core Viewpoint - The article discusses the results of a large-scale centralized procurement project for energy storage battery cells by China Electrical Equipment Group Co., Ltd, highlighting the successful bids and the overall procurement capacity of 7.248 GWh [2][4]. Summary by Sections Procurement Results - The procurement project included six packages with a total of 7.248 GWh of energy storage battery cells. Specific details include: - Package 1 (50Ah): 16 MWh, failed to attract bids - Package 2 (100Ah): 32 MWh, failed to attract bids - Package 3 (314Ah): 2,920 MWh, won by Chuangneng New Energy - Package 4 (314Ah): 2,180 MWh, won by Trina Storage - Package 5 (314Ah): 1,400 MWh, won by Haicheng Storage - Package 6 (314Ah): 700 MWh, won by Guoxuan High-Tech [2][5]. Additional Bidding Information - Four packages did not specify exact scales, with the following suppliers qualifying: - Package 7: failed to attract bids - Package 8: failed to attract bids - Package 9: Ningde Times, Yiwei Lithium Energy, Zhongchuang Innovation, and Lishen Battery qualified - Package 10: 11 suppliers including Chuangneng New Energy, Ningde Times, Haicheng Storage, and others qualified [3][6]. Procurement Scale - The total procurement quantity is 73,656,004 units, with an expected procurement capacity of 7,248 MWh. The procurement is divided into four sections with battery cell specifications of 50Ah, 100Ah, 280Ah, and 314Ah [3].

金融界消息 截至2025年8月12日收盘，鹏辉能源（300438）报收于27.06元，下跌0.84%，换手率 2.34%，成交量9.44万手，成交金额2.55亿元。 资金流向方面，今日主力资金净流出2979.09万元，占比成交额11.69%。其中，超大单净流出525.75万 元、占成交额2.06%，大单净流出2453.34万元、占成交额9.62%，中单净流出流入726.63万元、占成交 额2.85%，小单净流入2252.46万元、占成交额8.84%。 鹏辉能源最新一期业绩显示，截至2025一季报，公司营业总收入16.90亿元、同比增长5.83%，归属净利 润4498.31万元，同比减少375.01%，扣非净利润8030.16万元，同比减少1962.06%，流动比率1.092、速 动比率0.733、资产负债率70.41%。 天眼查商业履历信息显示，广州鹏辉能源科技股份有限公司，成立于2001年，位于广州市，是一家以从 事电气机械和器材制造业为主的企业。企业注册资本50334.336万人民币，实缴资本6000万人民币。公 司法定代表人为夏信德。 通过天眼查大数据分析，广州鹏辉能源科技股份有限公司共对外投资了54家 ...

Group 1 - The company, Penghui Energy, is currently developing consumer-grade semi-solid state batteries, which have passed puncture testing and are preparing to send samples to major clients [1] - The core advantage of this new product compared to traditional consumer-grade liquid batteries is its high safety [1]

证券代码：300438 证券简称：鹏辉能源 公告编号：2025-025 广州鹏辉能源科技股份有限公司 公司薪酬与考核委员会核查了本次激励计划预留授予激励对象的名单、有效身份证 件、激励对象与公司（含子公司，下同）签订的劳动合同或聘用合同、激励对象在公司 的任职情况等资料。 一、公示情况及核查方式 （一）本次拟激励对象的公示情况 公司于2025年7月30日在巨潮资讯网（www.cninfo.com.cn）上披露了《2025年股票 期权激励计划（草案）》及其摘要、《2025年股票期权激励计划实施考核管理办法》及 《2025年股票期权激励计划首次授予激励对象名单》等相关公告，并于2025年7月30日 起在公司内部公示了2025年股票期权激励计划首次授予激励对象名单。具体情况如下： 会对相关反馈进行核查； 计划预留授予激励对象提出的任何异议。 （二）关于公司薪酬与考核委员会对预留授予激励对象名单的核查方式 董事会薪酬与考核委员会关于公司 2025 年股票期权激励计划首 次授予激励对象名单的公示情况说明及核查意见 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 广州鹏辉 ...

证券代码：300438 证券简称：鹏辉能源 公告编号：2025-026 广州鹏辉能源科技股份有限公司 监事会关于公司 2025 年股票期权激励计划首次授予激励对象名 单的公示情况说明及核查意见 本公司及监事会全体成员保证信息披露内容的真实、准确、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（以下简称"公司"）于2025年7月29日召开的第 五届董事会第十四次、第五监事会第十二次会议审议通过了《关于公司2025年股票期权 激励计划(草案)及其摘要的议案》等议案。具体内容详见公司于2025年7月30日在巨潮 资讯网（www.cninfo.com.cn）披露的相关公告。 根据《上市公司股权激励管理办法》（以下简称"《管理办法》"）、《深圳证券 交易所创业板股票上市规则》（以下简称"《上市规则》"）、《深圳证券交易所创业 板上市公司自律监管指南第1号——业务办理》（以下简称"《自律监管指南》"）等 相关法律、法规及规范性文件和《广州鹏辉能源科技股份有限公司公司章程》（以下简 称"《公司章程》"）的规定，公司于2025年7月30日至2025年8月8日对2025年股票期 权激励计划（以下简称 ...