浙江恒威公告，2025年上半年营业收入2.75亿元，同比下降12.22%。净利润3601.3万元，同比下降 41.75%。 ...

责任编辑：小浪快报 截至3月31日，浙江恒威股东户数9731.00，较上期增加1.55%；人均流通股3012股，较上期减少1.53%。 2025年1月-3月，浙江恒威实现营业收入1.44亿元，同比减少1.77%；归母净利润2085.60万元，同比减少 41.04%。 分红方面，浙江恒威A股上市后累计派现1.72亿元。近三年，累计派现1.11亿元。 机构持仓方面，截止2025年3月31日，浙江恒威十大流通股东中，大成中证360互联网+指数A （002236）退出十大流通股东之列。 8月27日，浙江恒威跌4.14%，成交额6434.54万元。两融数据显示，当日浙江恒威获融资买入额536.31 万元，融资偿还585.86万元，融资净买入-49.55万元。截至8月27日，浙江恒威融资融券余额合计 5065.96万元。 融资方面，浙江恒威当日融资买入536.31万元。当前融资余额5065.96万元，占流通市值的5.82%，融资 余额低于近一年20%分位水平，处于低位。 融券方面，浙江恒威8月27日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元，超过 ...

Group 1 - Small-cap stocks exhibit higher volatility and activity compared to large-cap stocks, making them more likely to become market leaders [1] - As of August 18, there are 981 stocks with a circulating market value below 3 billion yuan, and 410 stocks with a circulating market value below 2 billion yuan [1] - A total of 1,641 stocks have a total market value below 5 billion yuan, with 582 stocks having a total market value below 3 billion yuan [1] Group 2 - The three stocks with the smallest circulating market values are *ST Zitian at 440 million yuan, Liren Technology at 584 million yuan, and Bofei Electric at 639 million yuan [1] - The three stocks with the smallest total market values are *ST Zitian at 444 million yuan, *ST Suwu at 697 million yuan, and *ST Yuancheng at 752 million yuan [1] - A detailed list of stocks with circulating market values below 2 billion yuan includes various sectors such as media, household appliances, and basic chemicals, with notable examples like *ST Zitian and Liren Technology [1][2]

Industry Overview - The zinc-manganese battery industry is experiencing stable demand and low-speed growth, with China being the largest manufacturer globally [2] - The production technology is mature, and leading domestic companies have reached world-class levels in capacity and technology [2] Product and Application - The company specializes in high-performance, environmentally friendly zinc-manganese batteries, including various alkaline and carbon battery series [2] - Products are widely used in household appliances, smart devices, security equipment, and medical electronics, with a growing market due to the trend towards wireless and smart technologies [2] Export and Market Strategy - The company's products are primarily exported to developed regions such as Europe, North America, and Japan, serving major commercial chains and brand operators [3] - The company is adapting to changes in trade policies and focusing on domestic market improvements, maintaining a stable sales trend [3] Production Capacity - The Vietnam production base has begun operations, with current capacity utilization remaining high despite initial ramp-up challenges [4] - The company has not experienced significant idle capacity at its Jiaxing base, as it actively pursues sales and market opportunities [4] R&D and Product Differentiation - Currently, there are no plans for developing new energy vehicle batteries or solid-state batteries, but the company remains open to innovations in battery technology [5] - The company leverages its extensive technical expertise to differentiate its products through tailored formulations and manufacturing processes [6] Market Stability and Risks - Zinc-manganese batteries have unique applications and cannot be easily replaced by lithium batteries, maintaining a stable market presence [6] - The company is cautious in its investment and acquisition strategies, focusing on industry trends and potential opportunities [6]

Core Viewpoint - The data center industry is characterized as a low-margin business with significant overcapacity, leading to intense price competition and challenges in maintaining profitability. Despite recent surges in stock prices driven by AI demand, the underlying supply-demand imbalance remains a critical concern for the industry [2][3][36]. Group 1: Industry Overview - The data center sector has experienced a prolonged downturn from late 2020 to mid-2024, with leading companies like Guanghui New Network and GDS Holdings facing severe valuation declines, with stock prices plummeting by as much as 95.71% [2][3]. - Despite a brief recovery in late 2023, driven by increased investment and stock price surges, the industry is now facing renewed declines as companies report disappointing earnings and high valuations [3][4]. Group 2: Supply and Demand Dynamics - The current supply-demand relationship in the data center market remains unfavorable, with supply significantly outpacing demand due to aggressive expansion during the pandemic and subsequent construction booms [5][6]. - Major players are engaged in price wars to secure contracts, with rental prices for data center space dropping dramatically, sometimes by over 50% in key markets [7][8]. Group 3: Challenges in the Industry - The industry faces multiple challenges, including stricter government regulations on new data center approvals and increased energy efficiency requirements, which complicate expansion efforts [17][18]. - Financing remains a significant hurdle, as data center companies rely heavily on bank loans, which have become increasingly difficult to secure due to perceived risks in the sector [22][23]. Group 4: Recent Stock Market Activity - Data center stocks have seen three significant price surges, primarily driven by AI-related demand and capital expenditures from major tech firms, with notable increases in stock prices for companies like GDS and Century Internet [25][26][30]. - The latest surge was fueled by announcements of substantial capital investments from major cloud providers, which raised expectations for future demand in the data center sector [32][34]. Group 5: Future Outlook - Despite recent stock price increases, the long-term outlook for the data center industry remains uncertain, with analysts suggesting that the current market enthusiasm may need to cool as fundamental supply-demand issues persist [36][37].

电池板块短线拉升，野马电池（605378）涨停，力王股份、长虹能源、浙江恒威（301222）、天能股 份、骆驼股份（601311）等纷纷走高。 "聪明钱"流向曝光！暗盘资金破解主力操盘密码>> ...

Core Viewpoint - Zhejiang Hengwei Battery Co., Ltd. has announced its 2024 annual profit distribution plan, which includes a cash dividend of 3.00 yuan per 10 shares for all shareholders, excluding shares held in the company's repurchase account [2][3][6]. Summary by Sections Annual Profit Distribution Plan - The company will distribute a cash dividend of 3.00 yuan per 10 shares (including tax) based on a total share capital of 101,333,400 shares, excluding 1,091,800 shares held in the repurchase account, resulting in a base of 100,241,600 shares for the distribution [2][3][6]. - The total cash dividend amount is calculated as 30,072,480 yuan, which will be distributed to shareholders based on the adjusted share base [12]. Dividend Calculation and Taxation - The cash dividend per 10 shares, after accounting for the total share capital, is approximately 2.967676 yuan per 10 shares [2][12]. - Different tax rates apply for various categories of shareholders, with specific provisions for foreign institutional investors and individual shareholders holding pre-IPO restricted shares [6][12]. Key Dates - The record date for the dividend distribution is set for June 6, 2025, and the ex-dividend date is June 9, 2025 [7]. Distribution Method - Cash dividends will be directly credited to shareholders' accounts through their securities companies on the ex-dividend date [9][10]. Compliance and Adjustments - The distribution plan has been approved by the 2024 annual general meeting held on May 20, 2025, and will remain consistent with the approved plan unless there are changes in the total share capital [3][5][6].

1、浙江恒威电池股份有限公司（以下简称"公司"）2024 年年度权益分派 的实施方案：以公司现有总股本 101,333,400 股扣除公司回购专用证券账户中的 股份 1,091,800 股后的 100,241,600 股为基数，向全体股东每 10 股派发现金红利 3.00 元（含税），不送红股，不以资本公积金转增股本。 2、因公司回购专用证券账户股份不参与本次权益分派，本次权益分派实施 后，按公司总股本（含公司回购专用证券账户中的股份）折算的每 10 股现金红 利＝实际现金分红总额÷总股本×10＝30,072,480÷101,333,400×10≈2.967676 元（保留小数点后六位，最后一位直接截取，不四舍五入）。 3、本次权益分派实施后除权除息参考价＝股权登记日收盘价－0.2967676 元/股。 证券代码：301222 证券简称：浙江恒威 公告编号：2025-026 浙江恒威电池股份有限公司 关于 2024 年年度权益分派实施的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 公司 2024 年年度权益分派方案已获 2025 年 5 月 ...

特别提示： 1. 本次股东大会未出现否决议案的情形。 2. 本次股东大会不涉及变更以往股东大会已通过的决议。 浙江恒威电池股份有限公司（以下简称"公司"）于2025年5月20日以现场表 决与网络投票相结合的方式召开了2024年年度股东大会，现将本次股东大会相关 情况公告如下： 一、会议召开和出席情况 证券代码：301222 证券简称：浙江恒威 公告编号：2025-025 浙江恒威电池股份有限公司 2024 年年度股东大会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 （一）会议召开情况 1. 会议召开的时间 （1）现场会议召开时间：2025年5月20日（星期二）14:30 （2）网络投票时间：通过深圳证券交易所交易系统进行网络投票的时间为 2025年5月20日（星期二）上午9:15-9:25，9:30-11:30，下午13:00-15:00；通过深 圳证券交易所互联网投票系统投票的时间为2025年5月20日（星期二）9:15至15:00 期间的任意时间。 2. 现场会议召开的地点：浙江省嘉兴市秀洲区油车港正阳西路77号公司二 楼会议室。 3. 会议召 ...

招商证券关于浙江恒威 2024 年度持续督导跟踪报告 招商证券关于浙江恒威 2024 年度持续督导跟踪报告 | 项目 | 工作内容 | | --- | --- | | 7.向本所报告情况（现场检查报告除外） | | | （1）向本所报告的次数 | 无 | | （2）报告事项的主要内容 | 不适用 | | （3）报告事项的进展或者整改情况 | 不适用 | | 8.关注职责的履行情况 | | | （1）是否存在需要关注的事项 | 无 | | （2）关注事项的主要内容 | 不适用 | | （3）关注事项的进展或者整改情况 | 不适用 | | 9.保荐业务工作底稿记录、保管是否合规 | 是 | | 10.对上市公司培训情况 | | | （1）培训次数 | 1 | | （2）培训日期 | 2024 年 10 月 29 日 | | （3）培训的主要内容 | 上市公司募集资金存放与使用、交易与关联交易、内 幕交易 | | 11.其他需要说明的保荐工作情况 | 无 | 招商证券股份有限公司 关于浙江恒威电池股份有限公司 2024 年度持续督导跟踪报告 保荐人名称：招商证券股份有限公司 被保荐公司简称：浙江恒威 保荐代表人姓名 ...