Core Insights - The company reported a third-quarter revenue of 1.305 billion yuan, representing a year-on-year increase of 31.76% [1] - The net profit for the third quarter was 19.91 million yuan, showing a significant year-on-year decline of 77.01% [1] - For the first three quarters, the company achieved a revenue of 2.942 billion yuan, which is a year-on-year growth of 37.95% [1] - The net profit for the first three quarters was 143 million yuan, reflecting a year-on-year decrease of 10.62% [1]

证券代码：301327 证券简称：华宝新能 公告编号：2025-061 深圳市华宝新能源股份有限公司 关于召开2025年第六次临时股东会的通知 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。 3、会议召开的合法、合规性： 本次股东会的召开符合有关法律、行政法规、部门规章、规范性文件、深圳证 券交易所业务规则和《公司章程》的相关规定和要求。 4、会议时间： （1）现场会议时间：2025年11月13日（星期四）下午15:00 （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具体时间 为：2025年11月13日上午9:15~9:25，9:30~11:30和下午13:00~15:00；通过深圳证券 交易所互联网投票系统投票的具体时间为：2025年11月13日上午9:15~下午15:00的 任意时间。 5、会议召开方式：现场表决与网络投票相结合。 （1）现场表决：包括本人出席以及通过填写授权委托书（详见附件三）授权 他人出席。 深圳市华宝新能源股份有限公司（以下简称"公司"或"华宝新能"）于2025 年10月28日召开第三届董事会第十七次会议，公司董事会决定 ...

证券代码：301327 证券简称：华宝新能 公告编号：2025-058 深圳市华宝新能源股份有限公司 第三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、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 三届董事会第十七次会议通知于 2025 年 10 月 24 日以书面送达、电子邮件及电 话的方式向全体董事发出，于 2025 年 10 月 28 日在公司会议室以现场结合通讯 表决的方式召开，由公司董事长孙中伟先生主持，本次会议应出席董事 7 人，实 际出席董事 7 人，其中副董事长温美婵女士、董事白炜先生、董事楚婷女士、独 立董事吴辉先生以通讯表决方式出席会议，公司高级管理人员列席了会议。 本次会议的召集、召开及表决程序符合《中华人民共和国公司法》和《中华 人民共和国证券法》等有关法律、行政法规、部门规章、规范性文件和《深圳市 华宝新能源股份有限公司章程》（以下简称"《公司章程》"）的规定。 二、董事会会议审议情况 经公司全体董事认真审议，本次会议形成以下决议： 具体内容详见公司同日披露 ...

核查意见 核查意见 华泰联合证券有限责任公司（以下简称"华泰联合证券"或"保荐机构"） 作为深圳市华宝新能源股份有限公司（以下简称"华宝新能"或"公司"）首次 公开发行股票的保荐机构，根据《证券发行上市保荐业务管理办法》《深圳证券 交易所创业板股票上市规则》《上市公司募集资金监管规则》《深圳证券交易所 上市公司自律监管指引第 13 号——保荐业务》《深圳证券交易所上市公司自律 监管指引第 2 号——创业板上市公司规范运作》等法律、法规和规范性文件的规 定，华泰联合证券对华宝新能本次使用部分超募资金永久补充流动资金及归还银 行贷款的事项进行了核查，具体核查情况如下： 一、募集资金的情况概述 经中国证券监督管理委员会《关于同意深圳市华宝新能源股份有限公司首次 公开发行股票注册的批复》（证监许可〔2022〕1175 号）同意注册，华宝新能向 社会公开发行人民币普通股（A 股）股票 24,541,666 股，每股面值 1 元，每股发 行价格为人民币 237.50 元，募集资金总额为 5,828,645,675.00 元，减除发行费用 人民币 234,049,270.55 元后，募集资金净额为 5,594,596,40 ...

深圳市华宝新能源股份有限公司 2025 年第三季度报告 证券代码：301327 证券简称：华宝新能 公告编号：2025-059 深圳市华宝新能源股份有限公司 2025 年第三季度报告 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。 重要内容提示： 1.董事会及董事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记 载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）声明：保证 季度报告中财务信息的真实、准确、完整。 3.第三季度财务会计报告是否经过审计 □是 否 1 深圳市华宝新能源股份有限公司 2025 年第三季度报告 一、主要财务数据 （一）主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 是 □否 追溯调整或重述原因 2 深圳市华宝新能源股份有限公司 2025 年第三季度报告 （二）非经常性损益项目和金额 其他原因 | | | | 本报告 | 期比上 | | | | 年初至报 告期末比 | | --- | --- | --- | --- | --- | --- ...

Investment Rating - The report maintains a "Strong Buy" investment rating for Huabao New Energy [1][2]. Core Insights - Huabao New Energy is positioned to benefit from the growing demand for mobile home storage and balcony solar storage, driven by market trends in North America and Europe. The company is expected to achieve a compound annual growth rate (CAGR) of 40% in revenue from 2025 to 2027, supported by stock incentive plans [1][5]. Industry Overview - The global portable energy storage market is projected to see shipments of 9.2 million units and sales of $3.8 billion in 2024, with a forecasted CAGR of 17% in volume and 21% in revenue until 2029, reaching 20.4 million units and $9.7 billion [10][12]. - In the U.S., rising retail electricity prices and the withdrawal of ITC subsidies are driving demand for mobile storage as an alternative to fixed home storage systems [14][17]. - European policies and changing consumer behaviors are pushing for the "appliance-like" transformation of balcony solar storage systems, with significant growth expected in this segment [24][27]. Company Overview - Huabao New Energy covers a full range of products including outdoor portable storage, mobile home storage, balcony solar storage, and rooftop solar storage [34]. - The company has established a competitive edge through high-performance products, a global multi-channel distribution strategy, and a robust supply chain that mitigates tariff risks [46][49]. Financial Projections - Revenue forecasts for Huabao New Energy are set at 5.1 billion, 7.1 billion, and 9.9 billion yuan for 2025, 2026, and 2027 respectively, with net profits projected at 260 million, 620 million, and 1.01 billion yuan [50][51].

Core Viewpoint - The company, Huabao New Energy, is focused on lithium battery energy storage products and has shown significant growth in revenue and net profit, benefiting from the depreciation of the RMB and strategic partnerships in battery technology [4][8]. Company Overview - Huabao New Energy was established on July 25, 2011, and listed on September 19, 2022. The company specializes in the research, production, and sales of lithium battery energy storage products, with portable energy storage products being its core offering [8]. - The revenue composition of the company includes 77.46% from portable energy storage products, 20.84% from photovoltaic solar panels, and 1.37% from other products [8]. Financial Performance - For the first half of 2025, the company achieved a revenue of 1.637 billion yuan, representing a year-on-year growth of 43.32%. The net profit attributable to the parent company was 123 million yuan, with a year-on-year increase of 68.31% [8]. - The overseas revenue accounted for 95.09% of total revenue, benefiting from the depreciation of the RMB [4]. Strategic Partnerships and Technology - 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 was established with Zhongbi New Energy to jointly develop sodium-ion batteries and explore their applications in end products [2]. Market Activity - On October 21, the stock price of Huabao New Energy increased by 0.05%, with a trading volume of 113 million yuan and a turnover rate of 2.32%, leading to a total market capitalization of 11.148 billion yuan [1].

Group 1 - The company, Huabao New Energy (301327), is committed to continuously monitoring market trends and deeply understanding consumer needs [1] - The company aims to consolidate its competitive advantages in existing strategic markets while actively planning and accelerating the expansion into emerging markets [1]

（编辑 王雪儿） 证券日报网讯 华宝新能10月20日在互动平台回答投资者提问时表示，华宝新能的企业使命是让绿色能 源无处不在。公司深知环境保护和社会责任的重要性，因此在ESG方面不断提升。自2022年上市以来， 公司连续三年发布ESG报告，向公众展示了公司在可持续发展方面的努力和成果，斩获EcoVadis铜牌、 Wind ESG A级评选等多项ESG荣誉。未来，公司将继续致力于提升ESG相关信息披露质量，加强公司 治理水平，推动公司的可持续发展，实现公司的长期价值。 ...

Investment Rating - The report maintains a positive outlook on the cyclical recovery of the restaurant industry, suggesting a "Buy" rating due to expected growth exceeding the market average by over 15% in the next 3-6 months [31]. Core Insights - The restaurant industry is currently experiencing a cyclical recovery phase, driven by macroeconomic improvements and supportive consumer policies, with structural growth opportunities emerging [2]. - Key segments such as casual dining, freshly made beverages, and chain brands are performing exceptionally well [2]. - The recovery is attributed to supply-side adjustments, with inefficient capacities being phased out and leading brands enhancing operational efficiency [2]. - The report highlights the potential of AI in retail, particularly with Alibaba's advancements in AI infrastructure [2]. Industry Data Tracking - The overall GMV for Tmall and JD.com saw a year-on-year decline of 15.39% in the first week of August [4]. - The top five categories in terms of growth during the same period were home improvement, home appliances, consumer electronics, automotive, and maternal and infant products [4]. - Cross-border e-commerce exports reached approximately 1.63 trillion yuan in the first three quarters, marking a 6.6% increase [3][15]. Market Review - From October 13 to October 17, major indices such as the Shanghai Composite Index and the Shenzhen Component Index experienced declines of 1.47% and 4.99%, respectively [22]. - The retail sector showed a slight decline of 0.45%, ranking third among nine major consumption sectors [22]. - Notable stock performances included Guoguang Chain and Hebai Group, which saw significant gains, while companies like Xinghui Co. and Zhejiang Dongri faced declines [22][26]. Investment Recommendations - In the gold and jewelry sector, companies like Laopu Gold are expected to continue high growth due to strong same-store sales and expansion potential [6]. - The report suggests focusing on leading brands with strong pricing power and overseas capacity, particularly in the context of cross-border e-commerce [28]. - For online retail, Tencent is highlighted for its potential improvements through AI integration and a robust WeChat ecosystem, which is expected to enhance sales conversion [28].