Core Viewpoint - The company, Huabao New Energy, has shown significant growth in its stock performance and financial metrics, driven by advancements in battery technology and strategic partnerships in the energy storage sector [1][2][3]. Company Overview - Huabao New Energy, established in 2011, focuses on the research, development, production, and sales of lithium battery storage products, with portable energy storage products as its core offering [7]. - The company has a revenue composition where portable energy storage products account for 77.46%, solar photovoltaic panels for 20.84%, and other products for 1.37% [7]. - As of June 30, 2025, Huabao New Energy reported a revenue of 1.637 billion yuan, representing a year-on-year growth of 43.32%, and a net profit of 123 million yuan, up 68.31% year-on-year [7]. Strategic Partnerships and Technology - The company utilizes advanced IBC battery technology in its portable solar products, achieving a conversion efficiency of up to 25% [2]. - A strategic partnership with Zhongbi New Energy was established to jointly develop sodium-ion batteries, exploring their application in end products [2]. Market Position and Financial Performance - As of the latest report, 95.09% of the company's revenue comes from overseas markets, benefiting from the depreciation of the Chinese yuan [3]. - The stock has seen a recent increase of 7.55%, with a trading volume of 318 million yuan and a market capitalization of 12.526 billion yuan [1]. Shareholder Composition - As of June 30, 2025, the number of shareholders increased by 15.49% to 13,400, with an average of 3,580 shares held per shareholder, up 20.37% [7]. - Notable institutional shareholders include Guangfa High-end Manufacturing Stock A and Hong Kong Central Clearing Limited, with significant increases in holdings [8].

Summary of Huabao New Energy Conference Call Company Overview - **Company**: Huabao New Energy - **Industry**: Energy Storage Solutions Key Points Financial Performance - In 2023, Huabao New Energy experienced a revenue decline of **27.7%** and reported a loss, primarily due to inventory destocking [2][3] - The company expects to complete inventory destocking by the first half of 2024, with new products projected to account for **75%** of sales in the second half of 2024, driving significant market share growth [2][4] - Revenue growth is anticipated to be **65%** in Q2 2025, although net profit margin is expected to drop to single digits due to high tariffs [2][10] Product Lines - Huabao New Energy's product lines include: 1. **Portable Energy Storage**: Core business, primarily in the US and Japan, used for outdoor activities and emergency backup [7][8] 2. **Mobile Home Energy Storage**: Suitable for household power supply, priced lower than large home storage systems, also focused on the US and Japan [7][8] 3. **Balcony Solar Storage**: Targeted at the European market, designed for energy savings through photovoltaic systems [7][8] Market Dynamics - The portable energy storage market is growing rapidly, with Huabao holding approximately **10%** global market share, and over **30%** in the US online market [14] - The balcony solar storage industry is in a growth phase, with Germany's relaxed policies stimulating market demand, potentially creating a market space of **$10-20 billion** annually [5][13] - The mobile home storage market is projected to generate **$4 million** in revenue this year, with expectations to reach **$15 million** next year [19] Regional Performance - The US market accounts for about **50%** of the company's environmental performance business, while Japan accounts for **30%** and Europe has increased from **5%** to **10%** in market share [11] - The European market has seen a doubling in growth due to the introduction of new products and recruitment of specialized talent [11][13] Future Outlook - Revenue is expected to grow by **50%** from 2025 to 2026, with profit margins anticipated to recover to over **8%** [6][21] - The company plans to enhance its product line to meet diverse market demands in the US, Japan, and Europe, aiming to improve profit margins and solidify its industry position [9][22] Tariff Impact - High tariffs significantly impacted profit margins in Q2, but a reduction to **40.7%** in Q3, along with cost control measures, is expected to improve profitability [21] - The release of Southeast Asian production capacity is anticipated to further reduce costs and improve net profit margins [21] Conclusion - Overall, Huabao New Energy is positioned for significant growth, driven by strong brand power, effective new product launches, and resolution of tariff issues, indicating a positive future performance outlook [22][23]

证券代码：301327 证券简称：华宝新能 公告编号：2025-053 深圳市华宝新能源股份有限公司 公司董事会薪酬与考核委员会核查了本次激励计划拟首次激励对象的名单、 人员身份证件信息、拟首次授予激励对象与公司（含子公司，下同）签订的劳动 合同或聘用合同、拟首次授予激励对象在公司担任的职务及其任职文件等。 董事会薪酬与考核委员会关于2025年限制性股票激励计划 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的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 深圳市华宝新能源股份有限公司（以下简称"公司"）于2025年9月12日召开 第三届董事会第十四次会议，审议通过了《关于公司<2025年限制性股票激励计 划（草案）>及其摘要的议案》等相关议案，具体内容详见公司于2025年9月13 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"《监管 ...

Core Viewpoint - The company, Huabao New Energy, is experiencing fluctuations in stock performance and is heavily involved in the lithium battery storage industry, with a significant portion of its revenue coming from overseas due to the depreciation of the RMB [1][3]. Company Overview - Huabao New Energy, established on July 25, 2011, focuses on the research, production, and sales of lithium battery storage products, with portable storage products being its core offering [7]. - The company's revenue composition includes 77.46% from portable storage products, 20.84% from photovoltaic solar panels, and 1.37% from other products [7]. - As of June 30, 2025, the company reported a revenue of 1.637 billion yuan, representing a year-on-year growth of 43.32%, and a net profit of 123 million yuan, up 68.31% year-on-year [7]. Strategic Partnerships and Innovations - The company has adopted advanced IBC battery technology, achieving a conversion efficiency of up to 25% in its portable solar products [2]. - A strategic partnership with Zhongbi New Energy was established to jointly develop sodium-ion batteries, exploring their application in end products [2]. Market Position and Financials - As of September 23, 2023, Huabao New Energy's stock price fell by 4.01%, with a trading volume of 192 million yuan and a market capitalization of 11.647 billion yuan [1]. - The company benefits from a high overseas revenue ratio of 95.09%, largely due to the depreciation of the RMB [3]. Shareholder and Institutional Holdings - As of June 30, 2025, the number of shareholders increased by 15.49% to 13,400, with an average of 3,580 shares held per person, up 20.37% [7]. - Notable institutional shareholders include Guangfa High-end Manufacturing Stock A and Hong Kong Central Clearing Limited, with significant increases in holdings [8].

Core Viewpoint - Huabao New Energy's stock price dropped by 5.2% to 65.96 CNY per share, with a trading volume of 1.05 billion CNY and a market capitalization of 11.502 billion CNY as of September 23 [1] Company Overview - Huabao New Energy, established on July 25, 2011, and listed on September 19, 2022, is located in Longhua District, Shenzhen, Guangdong Province. The company specializes in the research, production, and sales of lithium battery storage products and related products, with portable storage products as its core offering [1] - The revenue composition of Huabao New Energy includes: - Portable storage products: 77.46% - Photovoltaic solar panels: 20.84% - Other products: 1.37% - Additional (supplementary): 0.33% [1] Fund Holdings - According to data from the top ten holdings of funds, Nanhua Fund has one fund heavily invested in Huabao New Energy. The Nanhua Fengyuan Quantitative Stock Mixed A (020117) held 22,700 shares in the second quarter, accounting for 1.75% of the fund's net value, making it the third-largest holding. The estimated floating loss today is approximately 82,100 CNY [2] - The Nanhua Fengyuan Quantitative Stock Mixed A (020117) was established on January 23, 2024, with a latest scale of 25.6087 million CNY. Year-to-date returns are 17.31%, ranking 4723 out of 8172 in its category; the one-year return is 42.21%, ranking 3950 out of 7995; and since inception, the return is 36.68% [2] Fund Manager Information - The fund managers of Nanhua Fengyuan Quantitative Stock Mixed A (020117) are Huang Zhigang and Kang Dong. As of the report date, Huang Zhigang has a cumulative tenure of 13 years and 188 days, with total fund assets of 516 million CNY. His best fund return during his tenure is 196.59%, while the worst is -28.86% [3] - Kang Dong has a cumulative tenure of 2 years and 26 days, managing total fund assets of 308 million CNY. His best fund return during his tenure is 15.49%, and the worst is 7.72% [3]

每经头条（nbdtoutiao）——5万亿ETF的370名基金经理薪酬大揭秘！他们的日常工作，就是跟着指数 买股票吗？ （记者 王晓波） 2025年1至6月份，华宝新能的营业收入构成为：锂离子电池产业链相关业务占比100.0%。 截至发稿，华宝新能市值为119亿元。 每经AI快讯，华宝新能（SZ 301327，收盘价：68.5元）9月19日晚间发布公告称，公司第三届第十五次 董事会会议于2025年9月19日在公司会议室以现场结合通讯表决的方式召开。会议审议了《关于增加经 营场所并修订 <公司章程> 的议案》等文件。 ...

深圳市华宝新能源股份有限公司 章 程 中国·深圳 二〇二五年九月 | | | | 第一章 | 总则 | 1 | | --- | --- | --- | | 第二章 | 经营宗旨和经营范围 | 2 | | 第三章 | 股份 | 3 | | 第一节 | 股份发行 | 3 | | 第二节 | 股份增减和回购 | 4 | | 第三节 | 股份转让 | 5 | | 第四章 | 股东和股东会 | 6 | | 第一节 | 股东 | 6 | | 第二节 | 控股股东和实际控制人 | 10 | | 第三节 | 股东会的一般规定 | 11 | | 第四节 | 股东会的召集 | 15 | | 第五节 | 股东会的提案与通知 | 16 | | 第六节 | 股东会的召开 | 18 | | 第七节 | 股东会的表决和决议 | 20 | | 第五章 | 董事和董事会 | 25 | | 第一节 | 董事的一般规定 | 25 | | 第二节 | 董事会 | 28 | | 第三节 | 独立董事 | 32 | | 第四节 | 董事会专门委员会 | 35 | | 第六章 | 高级管理人员 | 37 | | 第七章 | 财务会计制度、利润分配和审计 ...

关于增加经营场所并修订《公司章程》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、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 深圳市华宝新能源股份有限公司（以下简称为"公司"或"华宝新能"）于 2025年9月19日召开了第三届董事会第十五次会议，审议通过了《关于增加经营 场所并修订<公司章程>的议案》，该议案尚需提交股东会审议。现将有关情况公 告如下： 一、公司增加经营场所的情况 根据公司经营发展的需要并结合公司实际情况，公司拟增加以下经营场所， 具体地址为：深圳市龙华区大浪街道华繁路110号嘉安达工业园6栋2楼、深圳市 龙华区大浪街道华繁路110号嘉安达工业园2栋1-3楼（最终以相关市场监督管理部 门核准的内容为准）。 二、公司章程修订情况 证券代码：301327 证券简称：华宝新能 公告编号：2025-051 深圳市华宝新能源股份有限公司 除上述条款修订外，《公司章程》其他条款及内容保持不变。公司同日在巨 潮资讯网（http://www.cninfo.com.cn）披露修订后的《公司章程》全文。 三、其他说明 本次修订《公司章程》的事项尚需提交公司股东会审议，公司董事会提请股 东会授权董事长 ...

证券代码：301327 证券简称：华宝新能 公告编号：2025-052 深圳市华宝新能源股份有限公司 关于2025年第五次临时股东会增加临时提案暨股东会补充通知 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、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 深圳市华宝新能源股份有限公司（以下简称为"公司"或"华宝新能"）于 2025年9月13日在巨潮资讯网（http://www.cninfo.com.cn）披露了《关于召开2025 年第五次临时股东会的通知》，定于2025年9月30日（星期二）下午15:00以现场 表决与网络投票相结合的方式召开公司2025年第五次临时股东会。 2025年9月19日，公司召开第三届董事会第十五次会议审议通过了《关于增 加经营场所并修订<公司章程>的议案》，同日，公司董事会收到控股股东深圳市 钜宝信泰控股有限公司（以下简称"钜宝信泰"）书面提交的《关于提议增加公 司2025年第五次临时股东会临时提案的函》，为提高公司决策效率，提请公司将 第三届董事会第十五次会议审议通过的《关于增加经营场所并修订<公司章程>的 议案》作为临时提案提交公司2025年第五次临时股东会一并审议 ...

证券代码：301327 证券简称：华宝新能 公告编号：2025-050 深圳市华宝新能源股份有限公司 第三届董事会第十五次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 （一）审议通过《关于增加经营场所并修订<公司章程>的议案》 表决结果：同意 7 票，反对 0 票，弃权 0 票。 同意公司结合经营发展需要及实际情况，增加两处经营场所，具体地址为： 深圳市龙华区大浪街道华繁路 110 号嘉安达工业园 6 栋 2 楼、深圳市龙华区大浪 街道华繁路 110 号嘉安达工业园 2 栋 1-3 楼，并同步修订《公司章程》的有关条 款（最终以相关市场监督管理部门核准的内容为准）。同时提请股东会授权董事 长及其指定人员办理后续变更登记、章程备案等相关事宜。具体内容详见公司同 日披露于巨潮资讯网（http://www.cninfo.com.cn）的《关于增加经营场所并修订< 公司章程>的公告》。 1 一、董事会会议召开情况 深圳市华宝新能源股份有限公司（以下简称为"公司"或"华宝新能"）第 三届董事会第十五次会议通知于 2025 年 9 月 16 日以书面送达、 ...