证券代码：300763 证券简称：锦浪科技 公告编号：2025-066 锦浪科技股份有限公司 2025 年度向不特定对象发行可转换公司 债券募集资金使用可行性分析报告 （修订稿） 二〇二五年七月 （本报告中如无特别说明，所述词语或简称与《锦浪科技股份有限公司 2025 年 度向不特定对象发行可转换公司债券预案（修订稿）》中含义相同） 一、本次募集资金的使用计划 本次向不特定对象发行可转债募集资金总额不超过人民币 167,658.38 万元 （含本数），扣除发行费用后募集资金净额将投资于以下项目： | | | | 单位：万元 | | --- | --- | --- | --- | | 序号 | 项目名称 | 项目总投资 | 拟投入募集资金 | | 1 | 分布式光伏电站项目 | 36,137.32 | 35,442.09 | | 2 | 高电压大功率并网逆变器新建项目 | 36,032.90 | 33,344.36 | | 3 | 中大功率混合式储能逆变器新建项目 | 31,307.67 | 29,129.94 | | 4 | 上海研发中心建设项目 | 30,562.17 | 24,757.00 | | 5 | ...

证券代码：300763 证券简称：锦浪科技 公告编号：2025-064 锦浪科技股份有限公司 Ginlong Technologies Co., Ltd. （浙江省象山县经济开发区滨海工业园金通路 57 号） 2025 年度向不特定对象 发行可转换公司债券预案 （修订稿） 二〇二五年七月 声 明 1、公司及董事会全体成员保证本预案内容真实、准确、完整，并确认不存 在虚假记载、误导性陈述或重大遗漏，并对本预案内容的真实性、准确性、完整 性承担个别和连带的法律责任。 5、本预案所述事项并不代表审批机关对本次向不特定对象发行可转换公司 债券相关事项的实质性判断、确认、批准或注册，本预案所述本次向不特定对象 发行可转换公司债券相关事项的生效和完成尚待取得上市公司股东大会的审议 通过和深圳证券交易所发行上市审核，并经中国证监会注册后方可实施，且最终 以中国证监会注册的方案为准。 1 | 声 | 明 1 | | --- | --- | | 目 | 录 2 | | 释 | 义 4 | | | 一、本次发行符合向不特定对象发行可转换公司债券条件的说明 5 | | | 二、本次发行概况 5 | | | （一）本次发行证券的种类 ...

本公司及董事会全体成员保证公告内容真实、准确和完整，不存在任何虚假 记载、误导性陈述或者重大遗漏。 证券代码：300763 证券简称：锦浪科技 公告编号：2025-060 锦浪科技股份有限公司 关于向不特定对象发行可转换公司债券预案等文件 修订及更新的提示性公告 公司本次向不特定对象发行可转换公司债券事项尚需通过深圳证券交易所 （以下简称"深交所"）审核，并获得中国证券监督管理委员会（以下简称"中 国证监会"）作出同意注册的决定后方可实施。该事项最终能否通过深交所审核， 并获得中国证监会同意注册的决定及其时间尚存在不确定性。公司将根据该事项 的进展情况及时履行信息披露义务，敬请广大投资者注意投资风险。 特此公告。 锦浪科技股份有限公司 董事会 2025 年 7 月 18 日 锦浪科技股份有限公司（以下简称"公司"）于 2025 年 2 月 7 日召开了第四 届董事会第三次会议及第四届监事会第三次会议，并于 2025 年 2 月 24 日召开了 2025 年第一次临时股东大会，审议通过了《关于公司向不特定对象发行可转换 公司债券预案的议案》等相关议案。具体请详见公司分别于 2025 年 2 月 7 日、 202 ...

Market Overview - The Shanghai Composite Index fell by 0.13% on July 9, with 17 out of the 28 sectors rising, led by Media and Agriculture sectors, which increased by 1.35% and 0.65% respectively [1] - The Electric Equipment sector saw a slight increase of 0.17% [1] - The sectors with the largest declines were Non-ferrous Metals and Basic Chemicals, which dropped by 2.26% and 0.85% respectively [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 38.536 billion yuan, with only three sectors experiencing net inflows: Media (1.055 billion yuan), Retail (864 million yuan), and Construction Decoration (40.34 million yuan) [1] - The Electronic sector had the largest net outflow, totaling 7.789 billion yuan, followed by Non-ferrous Metals with 5.412 billion yuan [1] Electric Equipment Sector Performance - In the Electric Equipment sector, 358 stocks were tracked, with 99 stocks rising and 252 stocks declining; 5 stocks hit the daily limit up [2] - The top net inflow stock was Ningde Times, with a net inflow of 378 million yuan, followed by Tongguan Copper Foil and Kelu Electronics with inflows of 219 million yuan and 178 million yuan respectively [2] - The sector experienced a total net outflow of 4.576 billion yuan, with 11 stocks seeing outflows exceeding 100 million yuan; the largest outflows were from Rongfa Nuclear Power, Sunshine Power, and Nord Shares, with outflows of 327 million yuan, 250 million yuan, and 226 million yuan respectively [2][3] Top Gainers in Electric Equipment Sector - The top gainers in the Electric Equipment sector included: - Ningde Times: +2.84%, turnover rate 0.75%, main capital flow 377.94 million yuan - Tongguan Copper Foil: +20.02%, turnover rate 48.19%, main capital flow 218.52 million yuan - Kelu Electronics: +10.06%, turnover rate 7.49%, main capital flow 178.39 million yuan [2] Top Losers in Electric Equipment Sector - The top losers in the Electric Equipment sector included: - Rongfa Nuclear Power: +0.42%, turnover rate 33.08%, main capital flow -327.43 million yuan - Sunshine Power: -0.57%, turnover rate 3.01%, main capital flow -249.65 million yuan - Nord Shares: -4.98%, turnover rate 14.04%, main capital flow -226.20 million yuan [3]

Group 1 - The ChiNext 50 Index (399673) has shown a strong increase of 2.35% as of July 8, 2025, with notable gains in constituent stocks such as Sungrow Power (300274) up 9.58%, Tianfu Communication (300394) up 9.14%, and Jinlang Technology (300763) up 8.85% [1] - The ChiNext 50 ETF (159681) rose by 2.13%, with a latest price of 0.96 yuan, reflecting the overall positive market sentiment [1] - The "anti-involution" trend has positively impacted the photovoltaic sector, with Guangfa Securities indicating that the market is currently in a wait-and-see phase regarding the form and intensity of this trend [1] Group 2 - The ChiNext 50 ETF closely tracks the ChiNext 50 Index, which consists of the 50 stocks with the highest average daily trading volume in the ChiNext market, representing well-known, large-cap, and liquid companies [2] - As of June 30, 2025, the top ten weighted stocks in the ChiNext 50 Index include CATL (300750), Dongfang Wealth (300059), and Mindray Medical (300760), with these ten stocks accounting for 64.62% of the index [2]

Group 1 - The ChiNext Index (399006) has seen a strong increase of 2.07% as of July 8, 2025, with notable gains in constituent stocks such as Sungrow Power (300274) up 9.32%, Ruijie Networks (301165) up 9.31%, and Guocera Materials (300285) up 8.76% [1] - Since June 24, the ChiNext Index and technology leaders have performed well, driven by trends such as "anti-involution" and the AI industry, with sectors like steel, new energy, building materials, media, communication, and electronics leading the gains [1] - The mid-term outlook suggests that "anti-involution" is a key driver for the index's bullish trend, as it encourages listed companies to reduce capital expenditures and eliminate excess capacity, improving the economic supply-demand relationship and enhancing corporate profitability [1] Group 2 - AI is identified as a crucial force driving the current technological revolution, with investment opportunities emerging from infrastructure development and applications related to AI, impacting multiple industries and themes within the A-share market [1] - The ChiNext ETF (159956) closely tracks the ChiNext Index, which consists of 100 stocks with large market capitalization and good liquidity, reflecting the performance of the ChiNext market [2]

Investment Rating - The investment ratings for key companies in the energy storage sector are as follows: Strong Buy for 阳光电源 (Sunpower) and 盛弘股份 (Shenghong), Buy for 德业股份 (Deye) and 艾罗能源 (Airo Energy), while 固德威 (Goodwe), 锦浪科技 (Jinlang Technology), 派能科技 (Pylontech), 首航新能 (Shouhang New Energy), and 上能电气 (Sungrow) are not rated [3][52]. Core Insights - The energy storage sector is expected to experience a demand explosion in Europe, driven by declining industry chain prices, targeted policy support, and the widespread adoption of dynamic electricity pricing [1][51]. - The economic viability of commercial energy storage has reached a turning point, with the installed capacity in Europe significantly lower than residential storage, indicating a substantial growth opportunity [15][16]. - Domestic companies are positioned to benefit from the growing market demand due to their integrated solutions that meet the stringent safety, protection, and economic requirements of commercial energy storage applications [51][25]. Industry Overview - The European commercial energy storage market is currently underdeveloped, with only 1.6 GWh installed compared to 33 GWh for residential storage as of the end of 2024 [15]. - The introduction of dynamic pricing mechanisms in the EU and Germany is expected to further accelerate the demand for commercial energy storage, allowing users to store energy when prices are low and use or sell it when prices are high [15][16]. - According to BNEF, it is projected that the new installed capacity for commercial energy storage in Europe will reach 1.3 GWh in 2025, representing an 87% year-on-year increase [16]. Competitive Landscape - Domestic companies such as 阳光电源 (Sunpower), 德业股份 (Deye), and 艾罗能源 (Airo Energy) have developed advanced energy storage systems that integrate multiple components into a single cabinet, enhancing energy density and reducing installation costs [25][27][29]. - The safety and economic requirements for commercial energy storage systems are high, necessitating robust protection against environmental threats, which domestic companies are addressing through innovative designs [25][26]. - The report highlights the competitive advantages of domestic firms in the commercial energy storage market, particularly in terms of product safety, rapid deployment, and cost efficiency [51][25].

证券代码：300763 证券简称：锦浪科技 公告编号：2025-059 锦浪科技股份有限公司 关于公司为全资子（孙）公司提供担保的进展公告及子公司为 子公司提供担保的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在任 何虚假记载、误导性陈述或者重大遗漏。 一、关于公司为全资子（孙）公司提供担保的进展 为满足锦浪科技股份有限公司（以下简称"公司"）全资孙公司宁波市向启 新能源有限公司等 18 家项目公司的生产经营需求，公司于 2022 年、2023 年、 2024 年就为上述项目公司与兴业银行股份有限公司宁波分行（以下简称"兴业 银行"）申请的共计 23,577 万元贷款提供连带责任保证并签署了保证合同。相关 公告请详见巨潮资讯网（http://www.cninfo.com.cn），具体情况如下表所示： | 序号 | 公司名称 | 银行 | 公告名称 | 签署日期 | | | | 公告编号 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 宁 波 市 向 启 新 能 源 有 限 | | | | | | | | | 1 | ...

Core Viewpoint - The article discusses the upcoming 2025 Fifth Electric Vehicle Battery Swap Conference and Lightweight Power Battery Technology Summit, highlighting the growth and trends in the global home energy storage market, particularly focusing on the data and forecasts provided by SPIR and overseas energy research institutions [2][18]. Summary by Sections Event Details - The event will take place on July 10-11, 2025, at the Shenzhen Baoan DENGXILU International Hotel, organized by Qidian Lithium Battery, Qidian Sodium Battery, and Qidian Two-Wheeled Vehicles and Battery Swap [2]. Global Home Energy Storage Market Overview - In 2024, the global home energy storage shipment volume is projected to reach 27.8 GWh, marking a 19% year-on-year increase. The market is expected to grow to 180 GWh by 2030, representing a 547% increase from 2024 [2][4]. Regional Market Analysis - **Europe**: In 2024, Europe is expected to ship 13 GWh of home storage, a 10% decline year-on-year. Key factors for this decline include falling electricity prices, reduced subsidies, and slower photovoltaic installations [5][6]. - **United States**: The U.S. market is projected to ship 3.5 GWh in 2024, a 48% increase, driven by tax credits, state subsidies, extreme weather, and rising electricity prices [6][10]. - **Ukraine**: Ukraine's home storage market is expected to grow rapidly, with shipments reaching 2.5 GWh in 2024, driven by infrastructure damage and rising electricity prices [7][9]. - **Japan**: Japan's home storage shipments are projected at 2 GWh in 2024, a 38% increase, supported by government subsidies and the expiration of feed-in tariff contracts [10][11]. - **Australia**: Australia is expected to ship 1.5 GWh in 2024, with growth driven by rising electricity prices and federal subsidy programs [12][13]. - **Africa**: Africa's home storage market is projected to reach 1.2 GWh in 2024, with South Africa leading and Nigeria emerging as a significant player [14][15]. Key Drivers of Demand - The demand for home energy storage is driven by factors such as rising electricity prices, government subsidies, and the need for energy security in regions with unreliable power infrastructure [6][7][14]. Chinese Market Insights - China is expected to dominate the global home energy storage market with a shipment volume of 21 GWh in 2024, accounting for 75% of the global total. The top ten companies in this sector include Huawei, BYD, and Airo Energy [16][17].

证券代码：300763 证券简称：锦浪科技 公告编号：2025-058 锦浪科技股份有限公司 关于子公司为子公司提供担保的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在任 何虚假记载、误导性陈述或者重大遗漏。 一、担保情况的概述 具体详见附表一和附表二。 三、担保协议的主要内容 为满足锦浪科技股份有限公司（以下简称"公司"）全资孙公司宁波市卓嘉 新能源有限公司（以下简称"宁波卓嘉"）、宁波市阳岐新能源有限公司（以下 简称"宁波阳岐"）、宁波市旭冠新能源有限公司（以下简称"宁波旭冠"）、 临沂顺得新能源有限公司（以下简称"临沂顺得"）、山东金玖新能源科技有限 公司（以下简称"山东金玖"）、河南名卓新能源科技有限公司（以下简称"河 南名卓"）、涡阳锦正新能源有限公司（以下简称"涡阳锦正"）、河南绿尔威 新能源科技有限公司（以下简称"河南绿尔威"）、唐河县锦泰新能源有限公司 （以下简称"唐河锦泰"）、盐山晴耀新能源科技有限公司（以下简称"盐山晴 耀"）的生产经营需求，公司全资子公司宁波锦浪智慧能源有限公司（以下简称 "锦浪智慧"）于 2025 年 6 月 19 日就为上述 10 家项目公司与交通银 ...