Core Viewpoint - The company, Delong Holdings (德尔股份), is expanding its solid-state battery applications beyond the electric vehicle market to include humanoid robots, two-wheeled electric vehicles, energy storage, and consumer electronics [1] Group 1 - The company is actively developing solid-state battery applications in various fields [1] - The focus on humanoid robots and two-wheeled electric vehicles indicates a diversification strategy [1] - Energy storage and consumer electronics are also targeted for solid-state battery applications, showcasing the company's broad market approach [1]

证券代码：300473 证券简称：德尔股份 阜新德尔汽车部件股份有限公司投资者关系活动记录表 编号：2025-010 公司固态电池下游应用方面，除了新能源汽车市场外，公 司也在开发包括人形机器人、两轮电动车、储能和消费等更广 泛领域的应用场景。 Q6、公司海外生产基地布局情况？ 公司固态电池通过了第三方检测机构的针刺、加热和过充 电等安全试验，以及锂电池国际航运和陆运所需的 UN38.3 认 证，具有较高的安全性。公司固态电池安全性较高的原因，一 方面系公司固态电池制备过程中避免了易燃性材料的使用，从 材料上保障了电池的安全性。其次，公司固态电池目前以氧化 物电解质技术路线为主，而氧化物电解质本身具有较高的化学 稳定性和机械稳定性，有助于提升电池安全性。 Q3、公司固态电池与下游客户的合作进展？ 公司与江西江铃集团新能源汽车有限公司的固态电池合 作项目稳步推进中，目前已经完成电芯样品试生产。除了与江 西江铃集团的战略合作协议外，公司也与其他客户签署了开发 协议或合作意向书。 Q4、公司固态电池目前试生产情况？ 首先，公司固态电池当前已经实现了连续化的试生产。并 且经过调试后，公司试生产过程中的电芯已经具备了较 ...

Market Overview - The Shanghai Composite Index is at 3979.82 points, above the annual line, with a change of 0.41% [1] - The total trading volume of A-shares is 11,702.17 million yuan [1] Stocks Breaking Annual Line - A total of 57 A-shares have surpassed the annual line today, with notable stocks showing significant deviation rates [1] - Stocks with the highest deviation rates include: - Nova Star Cloud (4.63%) - Dong'an Power (4.51%) - Jida Communication (4.00%) [1] Detailed Stock Performance - Nova Star Cloud: Today's change is 6.74%, with a turnover rate of 3.75%, latest price at 166.51 yuan [1] - Dong'an Power: Today's change is 10.03%, with a turnover rate of 4.97%, latest price at 13.16 yuan [1] - Jida Communication: Today's change is 4.92%, with a turnover rate of 6.55%, latest price at 9.60 yuan [1] Additional Stocks with Notable Performance - Other stocks with significant performance include: - Tuo Wei Information: Change of 4.23%, latest price at 32.00 yuan, deviation rate of 3.66% [1] - Jingke Energy: Change of 6.29%, latest price at 6.08 yuan, deviation rate of 3.51% [1] - Stocks with smaller deviation rates that have just crossed the annual line include: - Hada Technology: Change of 2.45%, latest price at 10.88 yuan, deviation rate of 2.01% [1] - Blue Sail Medical: Change of 2.38%, latest price at 5.60 yuan, deviation rate of 1.96% [1]

证券日报网12月26日讯，德尔股份（300473）在接受投资者提问时表示，公司上半年业绩增长具体原因 包括：1)公司配套新能源汽车产品收入增长带动公司整体收入增长和收入结构改善；2)公司持续的降本 增效措施，带来了期间费用率的下降，改善了公司的盈利能力。 ...

证券日报网12月26日讯，德尔股份（300473）在接受投资者提问时表示，公司固态电池目前以氧化物电 解质技术路线为主。公司固态电池具有较高的安全性，已经通过了第三方检测机构的针刺、加热和过充 电试验，以及锂电池国际航运和陆运所需的UN38.3认证。另外，公司固态电池耐高温性能方面表现突 出，依靠自然散热，即可在较高温度条件下连续正常工作。同时，公司固态电池制备采用成熟的涂布工 艺，流程简单、易于批量生产。 ...

（文章来源：证券日报） 证券日报网12月26日讯 ，德尔股份在接受投资者提问时表示，2025年前三季度，公司实现营业收入 36.42亿元，同比增长7.67%；实现归母净利润7923.04万元，同比增长228.13%。公司围绕发展战略和经 营目标，实现了业绩的稳定增长。 ...

（文章来源：证券日报） 证券日报网12月26日讯 ，德尔股份在接受投资者提问时表示，公司目前正在推进中试线建设相关工 作，包括厂房装修、设备采购等，预计2026年上半年建成。 ...

Core Viewpoint - Del Shares has received approval for a share issuance to acquire assets, marking the near completion of a 270 million yuan restructuring deal with Aizhuo Intelligent Technology (Shanghai) Co., Ltd. [1][4] Group 1: Transaction Details - The transaction involves Del Shares acquiring 70% of Aizhuo Technology from Shanghai Deri and receiving 30% of the shares at zero cost, making Aizhuo Technology a wholly-owned subsidiary post-transaction [1][4]. - The total assessed value of Aizhuo Technology's equity is set at 270 million yuan, reflecting a substantial appraisal increase of 392.12% compared to its book net assets [1][4]. - Aizhuo Technology is projected to experience significant growth from 216 million yuan in revenue to 365 million yuan, representing a growth rate of 68.95% between 2023 and 2024 [1][4]. Group 2: Historical Context - This marks the second time that the actual controller Li Yi has injected assets into Del Shares, with the previous instance occurring seven years ago [2][5]. - Unlike the previous acquisition in 2017, which was a cash transaction of 1.937 billion yuan for Fuxin Jiachuan, this acquisition will be conducted through share issuance, increasing Li Yi's stake in the company [2][5]. - The earlier acquisition resulted in approximately 1.1 billion yuan in goodwill, which later required significant impairment due to a drastic decline in performance from CCI, leading to losses of 423 million yuan in 2020 and 916 million yuan in 2022 [6].

Core Viewpoint - Delong Co., Ltd. is actively expanding its presence in the new energy sector while maintaining steady growth in traditional automotive parts, showcasing strong development momentum through multiple business lines [1][2]. Group 1: Financial Performance - In the first three quarters of 2025, the company achieved revenue of 3.642 billion yuan, a year-on-year increase of 7.67% [1]. - The net profit attributable to shareholders reached 79.23 million yuan, reflecting a significant year-on-year growth of 228.13% [1]. - The growth in performance is attributed to increased revenue from new energy vehicle products and ongoing cost reduction measures that improved profitability [1]. Group 2: Globalization Strategy - The company has been pursuing a globalization strategy since acquiring the German company Kakuisi in 2017, which supplies noise reduction, thermal insulation, and lightweight products to high-end brands [2]. - Kakuisi has become a significant contributor to Delong's revenue and profit, establishing a foundation for the company's global operations [2]. Group 3: New Energy Initiatives - Delong has been focusing on solid-state battery technology since 2018, with ongoing advancements in technology and industrialization [2]. - The company has established a technical route based on oxide electrolytes, which has passed various safety tests and certifications, indicating high safety and thermal performance [2]. Group 4: Strategic Partnerships - The company has completed pilot production of battery cell samples in collaboration with Jiangxi Jiangling Group New Energy Vehicle Co., Ltd., aiming to expedite discussions for vehicle installation [3]. - Delong is also advancing the construction of a pilot production line, expected to be completed in the first half of 2026, which will facilitate mass production and shipping [3]. Group 5: Domestic Market Strengthening - Delong has enhanced its competitiveness in the automotive parts sector through the acquisition of Aizhuo Technology, which specializes in automotive film and covering parts [3]. - Aizhuo Technology's revenue for 2024 is projected to be 369 million yuan, with a year-on-year growth of 68.95%, contributing positively to Delong's profit after consolidation [4]. Group 6: Future Outlook - The integration of Aizhuo Technology is expected to bolster Delong's profits and provide new long-term growth opportunities [4]. - The existing overseas sales network of Delong will support Aizhuo's products in global markets, while Aizhuo's local presence will help strengthen Delong's domestic market position [4].

阜新德尔汽车部件股份有限公司投资者关系活动记录表 证券代码：300473 证券简称：德尔股份 编号：2025-009 | | ■特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活 动类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 （请文字说明其他活动内容） 民生证券：裴婉晓 海通证券：潘一忻 | | | 国盛证券：林卓欣 信达证券：赵启政 | | | 东方财富证券：朱晋潇 长城证券：金瑞 | | 参与单位名称 | 财通证券：王思宁 国元证券：陈烨尧 | | 及人员姓名 | 南京证券：张儒成 东方证券：何雨蒙 | | | 永唐盛世：吴小超 大筝资管：徐海涛 | | | 兖矿资本：王彦芳、张国梁 熙锦汇投资：刘莹 | | | 允朗投资：查桢伟 弘君基金：周广可 | | 时间 | 2025 年 12 月 25 日 | | 地点 | 德尔股份上海分公司会议室 | | 上市公司接待 人员姓名 | 董事会秘书：张磊 | | 投资者关系活 | Q1、公司 2025 年前三季度经营情况？ | | | 2025 年前三季度，公司实现 ...