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 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： 1、公示内容：本次激励计划预留授予激励对象的姓名及职务； 2、公示时间：2025年7月30至2025年8月8日； 3、公示方式：公司OA系统； 4、反馈方式：公示期内，员工可通过电话或邮件方式反映情况，薪酬与考核委员 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 ...

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 ...

Core Viewpoint - The project initiated by Penghui Energy and Sichuan Zhongfu is the largest user-side lithium battery energy storage project in China, aiming to enhance energy efficiency and contribute to carbon reduction goals [1][3][4] Group 1: Project Overview - The project has a capacity of 107.12 MW and 428.48 MWh, with an expected completion date of November 30, 2025, and the first unit is planned to be operational by September 30, 2023 [1][4] - The construction period is estimated to be 120 days, marking a significant milestone in the development of user-side energy storage solutions [1][4] Group 2: Environmental and Economic Impact - The project is designed to reduce carbon emissions, lower electricity costs for enterprises, and serve as a model for smart energy management [3][4] - It aims to stabilize the regional power grid, optimize electricity load, and enhance the utilization of green energy [4] Group 3: Technological Innovation - The collaboration will introduce innovative technology in the electrolytic aluminum industry, specifically the electrolysis energy storage direct current access technology, which will significantly reduce energy loss and improve economic efficiency [4] - The project will also integrate photovoltaic systems to create a "light + storage coupling" direct supply system, promoting energy-saving and carbon reduction innovations [4] Group 4: Future Developments - A second phase of the project is planned to expand capacity to 400 MW and 1000 MWh, incorporating additional renewable energy sources such as wind and solar power [4] - The ultimate goal is to establish an integrated regional microgrid model in Guangyuan, aligning with national energy reform and dual carbon policy objectives [4]

Core Insights - The storage industry is facing a crisis due to aggressive price competition, leading to unsustainable practices and potential market issues [2][3] - The rapid growth of new energy storage installations is overshadowed by a significant drop in lithium battery storage prices, which have fallen nearly 80% over three years [3][4] - Companies are experiencing increased revenue but declining profits, indicating a troubling trend of "increased revenue without increased profit" [4] Industry Overview - As of mid-2025, the new energy storage installed capacity in China reached 94.91 million kilowatts, a 29% increase from the end of 2024 [2] - Lithium-ion batteries dominate the market, accounting for 96.4% of installed capacity, yet companies are struggling with profitability due to falling prices [3][4] - The average bidding price for lithium battery storage systems has decreased significantly, with a 47.82% drop year-on-year in 2024 [3] Market Dynamics - The influx of capital into the storage sector has led to a proliferation of low-quality projects, with many storage facilities being built but not utilized [3][4] - At least 15 storage capacity and power station projects have been terminated or delayed since 2025, involving investments exceeding 10 billion yuan [4] International Expansion - Chinese storage companies are increasingly pursuing overseas markets, with a 246% year-on-year growth in overseas orders in the first half of 2025 [5] - Despite the potential for international growth, many companies are facing similar pricing pressures abroad, leading to a lack of profitability [5] Regulatory Environment - The introduction of mandatory national standards for lithium batteries aims to stabilize the market and prevent below-cost bidding practices [8][9] - Industry associations are advocating for self-regulation to combat price wars and promote healthy competition [7][9] Future Outlook - The global energy storage capacity is projected to reach approximately 270 GW by 2026, indicating a growing market [7] - Companies are encouraged to innovate and diversify applications to enhance competitiveness and ensure sustainable growth [10]

Core Viewpoint - The article emphasizes the importance of the 2025 lithium battery research and interview activities, focusing on identifying quality battery brands and products in the energy storage sector [2][4]. Group 1: Research Activities - The 2025 lithium battery research and interview activities will take place from August 4 to August 22, 2025, covering regions such as Shenzhen, Dongguan, and Huizhou, with visits to major companies like BYD, Gotion High-tech, and EVE Energy [7]. - The research process includes factory visits, executive introductions, and discussions on industry trends and collaboration opportunities [6][5]. Group 2: Sponsorship Opportunities - Sponsorship options are available for the research activities, including full participation for over 20 sponsors and advertising placements in the WeChat account for a monthly fee of 10,000 [8]. - Sponsors will receive benefits such as a simplified version of the 2025 Global Lithium Battery White Paper and promotional opportunities during the research activities [8]. Group 3: Previous Research Reviews - The article mentions past research visits to key players in the lithium battery industry, including BYD, CATL, and EVE Energy, highlighting the ongoing engagement with leading companies [10][11].

Market Overview - The street vendor economy sector increased by 0.49% compared to the previous trading day, with Guoen Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3617.6, up 0.96%, while the Shenzhen Component Index closed at 11106.96, up 0.59% [1] Key Stocks Performance - Guoen Co., Ltd. (002768) closed at 37.50, up 6.53% with a trading volume of 90,000 shares and a transaction value of 330 million yuan [1] - Zhejiang Dongri (600113) closed at 30.50, up 3.67% with a trading volume of 72,100 shares and a transaction value of 219 million yuan [1] - Qianli Technology (601777) closed at 8.65, up 3.10% with a trading volume of 826,100 shares and a transaction value of 719 million yuan [1] - Other notable stocks include Bubugao (002251) up 3.02% and Shouhua Gas (300483) up 2.50% [1] Capital Flow Analysis - The street vendor economy sector experienced a net outflow of 146 million yuan from institutional investors, while retail investors saw a net inflow of 140 million yuan [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors are actively buying [2] Individual Stock Capital Flow - Qianli Technology (601777) had a net inflow of 29.63 million yuan from institutional investors, but a net outflow of 42.24 million yuan from speculative funds [3] - Penghui Energy (300438) saw a net inflow of 26.46 million yuan from institutional investors, with both speculative and retail investors showing net outflows [3] - Bubugao (002251) had a net inflow of 17.74 million yuan from institutional investors, while retail investors experienced a net outflow of 23.32 million yuan [3]

鹏辉能源（300438.SZ）8月4日在投资者互动平台表示，公司暂未销售机器人用电池，但与有关机器人 制造企业有洽谈合作事宜。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：您好，董秘，请问贵公司电池有应用于机器人产品中 吗？ ...

Core Viewpoint - The company has made significant advancements in solid-state battery technology, focusing on innovation in both processes and materials to enhance safety and performance [2] Technology Development - The company released its solid-state battery technology in August of the previous year, utilizing self-developed high ionic conductivity, high stability, and low-cost oxide composite solid electrolytes to replace traditional separators and electrolytes [2] - Innovations in both process and cost reduction have laid a solid foundation for the industrialization of solid-state batteries [2] Safety Features - The first generation of the company's solid-state batteries incorporates a three-tier safety defense system, which includes self-developed composite solid electrolytes, high thermal conductivity additives, and an automatic safety mechanism [2] - The batteries have passed stringent puncture tests, demonstrating their non-flammable solid electrolyte and the effectiveness of the automatic safety mechanism, achieving the desired safety performance [2] Performance in Extreme Conditions - The self-developed first-generation solid-state batteries exhibit excellent performance across a wide temperature range, functioning effectively in environments from -20°C to 85°C [2] - This capability addresses customer pain points by ensuring normal operation in extreme conditions [2] Future Plans - The company is focused on further optimizing and iterating the performance of solid-state batteries while advancing pilot testing and mass production plans [2]

人民财讯8月4日电，鹏辉能源（300438）8月4日在互动平台表示，目前公司固态电池中试线正在建设。 公司有大量生产销售充电宝电芯、无人机用锂电池。 ...

每经AI快讯，有投资者在投资者互动平台提问：贵公司与华为在固态电池等方面有合作吗？ 鹏辉能源（300438.SZ）8月4日在投资者互动平台表示，暂未在固态电池方面开展合作。 （文章来源：每日经济新闻） ...