Core Viewpoint - The company, Xinle Energy, has confirmed that its power products can be applied to low Earth orbit satellites, with existing products already in operation in orbit. The company plans to develop a series of power products specifically for low Earth orbit satellites in the future [1]. Group 1 - The company has engaged with investors through an interactive platform, indicating transparency and communication regarding its product applications [1]. - Existing power products from the company are currently operational in low Earth orbit, showcasing the company's capability and experience in this sector [1]. - The company is planning a series of developments for low Earth orbit satellite power products, indicating a strategic focus on expanding its product line in this emerging market [1].

Summary of Conference Call Records Industry and Company Overview - The conference call discusses the performance and future prospects of **New Energy Company** and **Philihua** in the context of the **AI**, **commercial aerospace**, and **military-civilian integration** sectors. [1][2][3] Key Points and Arguments New Energy Company Performance - In the first three quarters of 2025, New Energy Company reported a **36% revenue growth**, with losses narrowing compared to the previous year. [1][2] - The company faced significant challenges in the past two years, including a **46% revenue decline** in 2024 and a **277% profit drop**. [2] - The recovery is attributed to the restoration of special orders and the growth of data center power supply business. [2] Future Growth Projections - Revenue growth is expected to reach **20% in 2025**, **60% in 2026**, and **120% in 2027**. [1][4] - The domestic civil aviation market is projected to have an annual power demand of approximately **9 billion RMB** over the next 20 years, driven by the delivery of domestic large aircraft. [1][6] - The satellite launch market is expected to exceed **8 billion RMB** annually, supported by projects like the Starlink and G60 satellite networks. [1][6] Data Center Business Potential - The AI industry is anticipated to drive rapid growth in the data center sector, with the server power market expected to grow from **$26.5 billion** in 2025 to over **$60 billion** by 2031. [1][7] - New Energy Company is collaborating with overseas clients to explore the overseas computing power market, with a projected market space of nearly **40 billion RMB** by 2027. [1][8] Philihua's Market Outlook - Philihua's new electronic fabric industry is expected to see demand grow to **60-70 million meters** by 2027, with a market space of **15 billion RMB**. [1][11] - The company has a fully integrated supply chain, ensuring superior product performance and reduced production costs. [1][11] - Philihua's new electronic fabric has transitioned from testing to mass production, with expected shipments of **8-10 million meters** in 2026, significantly boosting revenue. [1][11] Commercial Aerospace Developments - The commercial aerospace sector is rapidly evolving, with SpaceX's internal valuation reaching **$800 billion** and projected to hit **$2.5 trillion** in the future. [1][12] - Domestic advancements include the successful maiden flight of the Zhuque-3 rocket, showcasing new technologies. [1][12] Investment Opportunities in Commercial Aerospace - Investors are advised to focus on space infrastructure-related companies, particularly those involved in satellite and rocket manufacturing. [1][16] - Key companies to watch include **Aerospace Electronics**, which benefits from both satellite and rocket sectors. [1][17] Recent Announcements from Sichuan Jiuzhou - Sichuan Jiuzhou announced an asset restructuring plan to acquire part of the RF business from Jiuzhou Electric Group for approximately **757 million RMB**, expected to enhance its RF business segment. [1][18] Military Industry Focus - The military industry is evolving towards military-civilian integration, with key areas of focus including missile and ammunition capital expenditures. [1][19] - Recommended stocks include **Philihua** and **Tunan Co.**, which are positioned to benefit from AI and military trade developments. [1][19] Additional Important Insights - The stock incentive plan launched by New Energy Company reflects confidence in achieving future growth targets, indicating a strategic focus on high-growth areas. [1][9] - The company has developed a comprehensive product layout in the power electronics field, catering to high-reliability sectors such as military and commercial aerospace. [1][5]

每经AI快讯，新雷能（SZ 300593，收盘价：25.31元）12月22日晚间发布公告称，公司第六届第十七次 董事会会议于2025年12月22日以现场及通讯方式召开。会议审议了《关于为全资子公司提供银行授信担 保的议案》等文件。 2025年1至6月份，新雷能的营业收入构成为：高端装备及配套行业占比98.95%，其他业务占比1.05%。 每经头条（nbdtoutiao）——新能源重卡爆单了，11月销量同比增长178%！两班倒都供不应求，客户直 接进厂催单，这情景十年难遇 （记者 曾健辉） 截至发稿，新雷能市值为137亿元。 ...

证券代码：300593 证券简称：新雷能 公告编号：2025-072 北京新雷能科技股份有限公司 第六届董事会第十七次会议决议公告 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。 一、董事会会议召开情况 北京新雷能科技股份有限公司（以下简称"公司"）第六届董事 会第十七次会议于2025年12月22日以现场及通讯方式召开，会议应出 席董事9人，实际出席董事9人。会议由董事长王彬先生主持，公司高 级管理人员列席会议。会议通知已于2025年12月16日以电话通知及电 子邮件的方式向全体董事及高级管理人员送达。本次董事会会议的召 开符合《中华人民共和国公司法》《中华人民共和国证券法》和《公 司章程》的有关规定，会议合法、有效。 具体内容详见公司同日在巨潮资讯网披露的相关公告。 表决结果：同意票 9 票，反对票 0 票，弃权票 0 票。 2、审议通过《关于公司向金融机构申请综合授信额度的议案》 为满足公司经营发展需要，拟向兴业银行股份有限公司北京龙域 支行申请综合授信额度不超过人民币 1 亿元，期限不超过 2 年；拟向 中国光大银行股份有限公司申请增加流动资金贷款额度不 ...

证券代码：300593 证券简称：新雷能 公告编号：2025-073 北京新雷能科技股份有限公司 关于为全资子公司提供银行授信担保的公告 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。 一、担保情况概述 北京新雷能科技股份有限公司（以下简称"公司"或"本公司"） 2025 年 12 月 22 日召开第六届董事会第十七次会议，审议通过了《关 于为全资子公司提供银行授信担保的议案》，同意公司为全资子公司 成都恩吉芯科技有限公司（以下简称"恩吉芯"）、西安市新雷能电 子科技有限责任公司（以下简称"西安雷能"）分别向银行申请授信 额度提供担保，同时授权公司董事长或董事长指定的授权代理人办理 相关业务，代表公司办理相关手续、签署相关法律文件等。本次公司 子公司拟申请授信的金融机构范围及额度具体如下： | 序号 | 被担保方 | 融资银行 | 申请授信额度 | | --- | --- | --- | --- | | 1 | 成都恩吉芯科技有限 | 招商银行股份有限公司 | 不超过 1,000 万元 | | | 公司 | 成都分行 | | | 2 | 成都恩吉芯科技有限 | ...

一、持有人会议召开情况 北京新雷能科技股份有限公司（以下简称"公司"）2025年员工 持股计划（以下简称"本员工持股计划"）第一次持有人会议于2025 年12月19日以现场及通讯结合的方式召开。会议应出席持有人189名， 实际出席持有人189名，代表本员工持股计划份额1,601.25万份，占本 员工持股计划实际认购份额总数的100%。本次会议由董事会秘书王华 燕女士召集并主持，本次会议的召集、召开和表决程序符合相关法律 法规和公司2025年员工持股计划的相关规定。 二、会议审议情况 证券代码：300593 证券简称：新雷能 公告编号：2025-071 北京新雷能科技股份有限公司 2025年员工持股计划第一次持有人会议决议公告 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。 （一）审议通过《关于设立公司 2025 年员工持股计划管理委员 会的议案》 为保证本员工持股计划的顺利进行，保障持有人的合法权益，根 据公司《2025 年员工持股计划（草案）》和《2025 年员工持股计划管 理办法》等相关规定，同意设立 2025 年员工持股计划管理委员会，作 为本员工持股计 ...

格隆汇12月18日丨新雷能(300593.SZ)在投资者互动平台表示，ADI是公司海外数据中心领域的合作伙 伴，公司与ADI联合开发主要是二次电源的系列产品，包括母线变化器、比例变化器和800V/±400高压 模块，目前已有二次电源产品进入小批量阶段，明年也陆续有其他二次电源产品进入小批量阶段。 ...

Group 1 - The company, Xinle Energy (300593.SZ), stated on the investor interaction platform that there is currently no collaboration with San Ci Power and ADI [1] - The company's three types of power products include Power Block and VPD, with Power Block currently in the internal testing phase [1] - There is existing demand for the VPD product from domestic customers [1]

每经AI快讯，有投资者在投资者互动平台提问：请问贵司与ADI的合作主要涉及哪些方面？ 新雷能（300593.SZ）12月18日在投资者互动平台表示，ADI是公司海外数据中心领域的合作伙伴，公 司与ADI联合开发主要是二次电源的系列产品，包括母线变化器、比例变化器和800V/±400高压模块， 目前已有二次电源产品进入小批量阶段，明年也陆续有其他二次电源产品进入小批量阶段。 （文章来源：每日经济新闻） ...

Group 1 - The company and ADI currently do not have any collaboration on the three-phase power supply [1] - The company's three-phase power supply products include Power Block and VPD, with Power Block in internal testing phase [1] - There is existing demand for the VPD product from domestic customers [1]