智通财经APP讯，鹏辉能源(300438.SZ)发布公告，公司已于2026年1月30日向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：300438 证券简称：鹏辉能源 公告编号：2026-017 广州鹏辉能源科技股份有限公司 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 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。 广州鹏辉能源科技股份有限公司（以下简称"鹏辉能源"）已于2026年1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。 特此公告。 广州鹏辉能源科技股份有限公司董事会 2026年2月2日 鉴于本次发行并上市的认购对象仅限于符合相关条件的境外投资者及依据中国相 关法律法规有权进行境外证券投资的境内合格投资者，公司将不会在境内证券交易所的 网站和符合境内监管机构规定条件的媒体上刊登该申请资料，但为使 ...

Company Overview - Guangzhou Penghui Energy Technology Co., Ltd. (Penghui Energy) is a global battery manufacturer and integrated energy storage solutions provider, with a comprehensive product portfolio covering energy storage batteries, consumer batteries, and power batteries [3] - According to Frost & Sullivan, the company is ranked ninth globally in energy storage battery shipments with a market share of 3.6% as of 2024, and holds the first and third positions in portable and household energy storage battery sectors, respectively [3] - The company has established a global production layout with nine digitalized production bases located in China and Vietnam, achieving an annual production capacity of approximately 28.7 GWh by September 30, 2025 [5] Financial Performance - For the nine months ending September 30, 2023, 2024, and 2025, the company reported revenues of approximately RMB 6.932 billion, RMB 7.960 billion, and RMB 5.648 billion, respectively [7] - The profit recorded for the same periods was approximately RMB 66.43 million, a loss of RMB 324 million, and a profit of RMB 104.74 million, respectively [8] - The gross profit margins for the years 2023, 2024, and 2025 were 12.7%, 7.5%, and 12.6%, respectively [10] Industry Overview - The global energy storage battery market is experiencing strong growth, with total shipments expected to rise from 23.7 GWh in 2020 to 292.2 GWh in 2024, representing a compound annual growth rate (CAGR) of 87.4% [12] - The Chinese energy storage battery market is projected to grow from 6.9 GWh in 2020 to 131.2 GWh in 2024, with a CAGR of 109.1%, driven by national policies and the rapid integration of renewable energy [14] - The global consumer battery market is also expanding, with total shipments expected to increase from 84.9 GWh in 2020 to 136.0 GWh in 2024, reflecting a CAGR of 12.5% [16]

据港交所文件：广州 鹏辉能源 科技股份有限公司向港交所提交上市申请书。 ...

据港交所文件：广州鹏辉能源科技股份有限公司向港交所提交上市申请书。 ...

本 公 告 乃 根 據 香 港 聯 合 交 易 所 有 限 公 司（「 聯 交 所 」）及 證 券 及 期 貨 事 務 監 察 委 員 會（「 證 監 會」）的要求而刊發，僅用作提供資料予香港公眾人士。 閣下閱覽本公告，即表示 閣下 知 悉 、 接 納 並 向 廣 州 鵬 輝 能 源 科 技 股 份 有 限 公 司（「 本 公 司 」）、 其 獨 家 保 薦 人 、 整 體 協 調 人、顧問或包銷團成員同意： – 1 – (a) 在聯交 所網站 刊發本 公告，並 不會引 致本公 司、其 獨家保 薦人、整 體協調 人、顧 問或 包銷團 成員須 於香港 或任何其 他司法 權區進 行發售 或配售 的任何責 任。概 不保證 本公 司將會進行發售或配售； (b) 本公告 所涉及 的上市 申請並未 獲批准 ，而聯 交所及 證監會 或會接納 、發回 或拒絕 有關 的公開發售及╱或上市的申請； (c) 本公告不得被視為誘使認購或購買任何證券，亦無意構成任何該等誘使； (d) 本公司 或其任 何聯屬 人士、其 顧問或 包銷團 成員概 無於任 何司法權 區透過 刊發本 公告 而發售任何證券或徵求認購或購買任何證券的要約； (e) ...

The Stock Exchange of Hong Kong Limited and the Securities and Futures Commission take no responsibility for the contents of this Application Proof, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the contents of this Application Proof. Application Proof of Guangzhou Great Power Energy & Technology Co., Ltd. 廣 州 鵬 輝 能 源 科 技 股 份 有 限 公 司 (A joint stock company incorporated ...

Core Viewpoint - The article highlights the positive performance forecasts for companies involved in the production of large cylindrical batteries, driven by the growing demand in the electric vehicle and energy storage markets [3]. Group 1: Company Performance - Multiple companies, including DLF, Boliv, and Penghui Energy, have reported turning losses into profits, particularly in the large cylindrical battery segment [3]. - DLF noted a significant increase in sales of lithium hexafluorophosphate and new energy batteries, with 95% of its battery shipments in 2025 being large cylindrical products [3]. - Boliv's performance improvement is attributed to the growth in electric motorcycle and two-wheeler battery swap businesses, alongside a recovery in the European electric bicycle market [3]. - Penghui Energy expects a net profit of 80 million to 110 million yuan, with its large cylindrical batteries achieving full production and sales [3]. Group 2: Market Dynamics - The large cylindrical battery has become a core product for these companies, with applications expanding beyond traditional passenger vehicles to include light-duty power and energy storage markets [4]. - DLF's large cylindrical battery business has become a significant growth driver, contributing 25.3% to total revenue with a growth rate of 75.4% [4]. - The global home energy storage system shipment is projected to reach approximately 35 GWh in 2025, marking a nearly 50% year-on-year increase, indicating a strong recovery in the home storage market [5]. Group 3: Application and Technology - In the home storage market, large cylindrical batteries are replacing small cylindrical ones, enhancing efficiency and capacity [5]. - The electric motorcycle sector is increasingly adopting large cylindrical batteries due to their high voltage, capacity, and performance, which align with the demand for enhanced safety and cost-effectiveness [6]. - Companies like Lihua Power and Bick Battery are actively developing large cylindrical batteries for various applications, including new energy vehicles and small energy storage [6]. Group 4: Strategic Advantages - The large cylindrical battery serves multiple applications, allowing battery manufacturers to streamline production lines and offer diverse options to customers [7].

证券代码：300438 证券简称：鹏辉能源 公告编号：2026-016 广州鹏辉能源科技股份有限公司 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。 重要内容提示： 根据中国证券监督管理委员会《上市公司股权激励管理办法》、深圳证券交易所、 中国证券登记结算有限责任公司深圳分公司的有关规定，广州鹏辉能源科技股份有限公 司（以下简称"公司"）完成了2025年股票期权激励计划（以下简称"本激励计划"） 预留授予登记工作。现将有关事项说明如下： 一、本激励计划简述 关于2025年股票期权激励计划预留授予登记完成的公告 （一）激励方式 本激励计划采取的激励形式为股票期权。 （二）股票来源 本激励计划涉及的标的股票来源为公司向激励对象定向发行的公司A股普通股股票。 （三）授予数量 本激励计划拟向激励对象授予的股票期权总量不超过1,560.00万份，约占本激励计 划草案公告时公司股本总额50,334.34万股的3.10%。其中，首次授予不超过1,460.00万 份，约占本激励计划草案公告时公司股本总额50,334.34万股的2.90%，占拟授予权益总 额的93.59%；预留 ...

Core Viewpoint - Penghui Energy's stock has experienced a decline of 16.31% year-to-date, with significant drops in recent trading periods, indicating potential challenges in market performance [1]. Group 1: Stock Performance - As of January 29, Penghui Energy's stock price was 44.54 CNY per share, with a trading volume of 5.93 billion CNY and a market capitalization of 224.19 billion CNY [1]. - The stock has seen a decrease of 0.76% over the last five trading days, 19.46% over the last 20 days, and 9.56% over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Penghui Energy reported a revenue of 75.81 billion CNY, representing a year-on-year growth of 34.23% [2]. - The net profit attributable to shareholders for the same period was 1.15 billion CNY, showing an increase of 89.33% compared to the previous year [2]. Group 3: Shareholder Information - As of December 19, the number of shareholders for Penghui Energy was 52,200, a decrease of 3.32% from the previous period [2]. - The average number of circulating shares per shareholder increased by 3.43% to 7,746 shares [2]. Group 4: Dividend Information - Since its A-share listing, Penghui Energy has distributed a total of 2.52 billion CNY in dividends, with 99.25 million CNY distributed over the last three years [3]. Group 5: Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited was the sixth-largest circulating shareholder, holding 8.30 million shares, an increase of 5.43 million shares from the previous period [3]. - Southern CSI 1000 ETF was the seventh-largest circulating shareholder, holding 3.22 million shares, a decrease of 27,900 shares from the previous period [3].