Group 1 - The core technology of the company, the "光充火星机器人5000," features a unique light-tracking system that adjusts its angle and position based on the sun's trajectory [2] - This technology enables continuous energy generation and storage, allowing it to charge and extend the battery life of smart robots and other electronic products [2]

截至9月30日，华宝新能股东户数1.34万，较上期减少0.13%；人均流通股5679股，较上期增加58.63%。 2025年1月-9月，华宝新能实现营业收入29.42亿元，同比增长37.95%；归母净利润1.43亿元，同比减少 10.62%。 12月31日，华宝新能跌1.84%，成交额1.05亿元。两融数据显示，当日华宝新能获融资买入额1274.97万 元，融资偿还1488.91万元，融资净买入-213.95万元。截至12月31日，华宝新能融资融券余额合计1.65 亿元。 融资方面，华宝新能当日融资买入1274.97万元。当前融资余额1.64亿元，占流通市值的3.72%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，华宝新能12月31日融券偿还0.00股，融券卖出1900.00股，按当日收盘价计算，卖出金额 10.96万元；融券余量1.36万股，融券余额78.43万元，超过近一年90%分位水平，处于高位。 资料显示，深圳市华宝新能源（维权）股份有限公司位于广东省深圳市龙华区民治街道华侨城北站壹号 39层，成立日期2011年7月25日，上市日期2022年9月19日，公司主营业务涉及锂电池储能类产品及 ...

Core Viewpoint - The company is exploring development opportunities in the electric vehicle sector through a strategic partnership with Zhengyang Technology, focusing on automotive energy management systems and expanding B-end application scenarios [2]. Group 1: Strategic Initiatives - The company aims to leverage its collaboration with Zhengyang Technology to tap into the electric vehicle market [2]. - The partnership will facilitate the development of automotive energy management systems [2]. Group 2: Product Development - The company has successfully completed the functional prototype of the world's first "Light Charge Mars Robot 5000" [2]. - Future product developments will be disclosed in the company's regular reports [2]. Group 3: Investment Considerations - The company acknowledges potential risks associated with long investment cycles and the possibility of returns not meeting expectations or incurring losses [2]. - Measures will be taken to mitigate and reduce investment risks, ensuring the protection of the company and all shareholders' legal rights [2].

来源：新浪证券-红岸工作室 12月31日，华宝新能跌1.84%，成交额1.05亿元，换手率2.38%，总市值100.57亿元。 异动分析 钠离子电池+锂电池概念+BC电池+储能+人民币贬值受益 1、2023年7月11日互动易：公司与中比新能源达成战略合作，将依托双方的行业技术优势，共同开发钠 离子电池，探索钠离子电池在终端产品的应用。 2、公司主要从事锂电池储能类产品及其配套产品的研发、 生产及销售， 属于锂电池储能行业。 3、2023年9月8日互动易：公司便携太阳能产品均使用BC类电池，目前采用全球最先进的IBC电池技 术，拥有行业领先的高达25%的转换效率。 4、自2011年成立以来，公司一直聚焦于锂电池储能领域。在设立之初，公司以充电宝的ODM业务为 主，随着业务的持续发展，公司在锂电池电源管理、工业设计、结构设计等方面的技术积累不断加深， 并积累了松下、LG化学、比克电池、安富利等高质量的供应商资源，拓展了包括特斯拉、宝马、超霸 电池、DSG、ClasOhlson等知名客户，产供销体系日益完善，公司实力逐步增强。 5、根据2024年年报，公司海外营收占比为95.09%，受益于人民币贬值。 (免责声明： ...

12月30日，华宝新能涨0.00%，成交额1.55亿元，换手率3.48%，总市值102.45亿元。 来源：新浪证券-红岸工作室 区间今日近3日近5日近10日近20日主力净流入-410.71万1129.34万474.40万923.72万-990.33万 异动分析 钠离子电池+锂电池概念+BC电池+储能+人民币贬值受益 1、2023年7月11日互动易：公司与中比新能源达成战略合作，将依托双方的行业技术优势，共同开发钠 离子电池，探索钠离子电池在终端产品的应用。 2、公司主要从事锂电池储能类产品及其配套产品的研发、 生产及销售， 属于锂电池储能行业。 3、2023年9月8日互动易：公司便携太阳能产品均使用BC类电池，目前采用全球最先进的IBC电池技 术，拥有行业领先的高达25%的转换效率。 4、自2011年成立以来，公司一直聚焦于锂电池储能领域。在设立之初，公司以充电宝的ODM业务为 主，随着业务的持续发展，公司在锂电池电源管理、工业设计、结构设计等方面的技术积累不断加深， 并积累了松下、LG化学、比克电池、安富利等高质量的供应商资源，拓展了包括特斯拉、宝马、超霸 电池、DSG、ClasOhlson等知名客户，产供 ...

Core Viewpoint - Huabao New Energy (301327) has established a robust supply chain system with diversified suppliers, mitigating risks associated with reliance on a single supplier [1] Group 1: Supply Chain and Raw Materials - The company's main raw materials include battery cells, electronic components, inverters, and structural parts [1] - The relevant industrial chain resources are primarily sourced domestically, ensuring a stable supply [1] - The company has sufficient inventory and production capacity reserves [1] Group 2: Supplier Diversity - Huabao New Energy has introduced multiple suppliers with matching scale and good qualifications, forming a diversified supply structure [1] - There is no risk of being "choked" by a single supplier due to this diversified approach [1]

Core Viewpoint - Huabao New Energy (301327) emphasizes its competitive advantage in the U.S. market for household energy storage products, focusing on ease of installation and local partnerships for service delivery [1] Group 1: Company Strategy - The company has established collaborations with multiple local installers to ensure effective installation services for its products in the U.S. market [1] - Huabao New Energy aims to continue focusing on the consumer-level photovoltaic energy storage sector, addressing needs such as energy self-sufficiency, emergency preparedness, and cost savings on electricity [1] Group 2: Product Development - The company plans to launch more compatible products that cater to the comprehensive and efficient management of household energy systems [1]

Group 1 - The company has indicated that its household energy storage products have installation advantages in the U.S., requiring only electrical qualifications for installation [2] - The company has established partnerships with multiple local installers to ensure effective installation services [2] - The company will continue to focus on the consumer-level photovoltaic energy storage sector, aiming to meet demands for energy self-sufficiency, emergency preparedness, and cost savings on electricity [2] Group 2 - The company plans to launch more compatible products to build a comprehensive and efficient home energy management system [2]

Group 1 - The "stock-futures linkage" effect is significant, with major futures contracts for copper, gold, silver, and platinum reaching historical highs, and lithium carbonate futures surpassing 130,000 yuan/ton [1] - The non-ferrous metal sector is strong, with leading companies Zijin Mining and Luoyang Molybdenum both hitting historical highs in stock prices, with market values of 886.8 billion yuan and 421.3 billion yuan respectively [1] - The lithium battery supply chain is gaining strength, driving a rebound in the new energy sector, with leading stocks such as Sungrow Power Supply, Molybdenum, and BYD experiencing significant increases [1] Group 2 - The non-ferrous metal sector is rising, with precious and industrial metals also showing upward trends [2][3] - Specific stocks in the industrial sector, such as Guocheng Mining and Jiangxi Copper, have seen substantial increases, with Guocheng Mining up by 10.01% and Jiangxi Copper up by 9.97% [4] - The copper market is expected to see continued upward pressure due to ongoing adjustments in global copper inventory and supply shortages, with forecasts indicating a potential price increase [6] Group 3 - The new energy sector is rebounding, driven by the rise in lithium battery supply chains, photovoltaics, and energy storage, with stocks like Enjie and BYD showing strong performance [10] - Two main catalysts for the rebound include the significant rise in lithium carbonate futures and the recent announcements of production cuts by major cathode material manufacturers, which are expected to stabilize prices [10] - The lithium battery supply chain is emerging from a clearing and destocking phase, with demand growth remaining unexpectedly high, indicating a recovery in the overall industry [11]

证券代码：301327 证券简称：华宝新能 公告编号：2025-073 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、与专业投资机构共同投资的概述 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"）与深 圳市全景蓝图资本有限责任公司（以下简称"全景蓝图资本"或"执行事务合伙 人"）共同投资设立厦门全景蓝图创业投资基金合伙企业（有限合伙）（以下简 称"基金合伙企业"）。其中，公司作为有限合伙人，以自有资金认缴出资 3,000 万元人民币，以认缴出资额为限承担有限责任。基金合伙企业为专项基金，基金 备案成立后将专项投资于广东正扬传感科技股份有限公司（以下简称"正扬科 技"）。全景蓝图资本担任基金合伙企业的普通合伙人及执行事务合伙人，其股 东蓝图创新投资管理（北京）有限公司为该基金合伙企业的基金管理人。后续基 金合伙企业新增有限合伙人，认缴出资额由人民币 3,100 万元增加至 4,900 万元， 其中黄新作为有限合伙人认缴 900 万元，罗予含作为有限合伙人认缴 600 万元， 立上五金（深圳）有限公司作为有限合伙人认缴 300 万元。 深圳市华 ...