格隆汇11月28日丨蓝箭电子(301348.SZ)公布，截至2025年11月27日，在减持计划期间内，比邻创新已 通过大宗交易方式减持2,400,000股，减持比例占公司总股本1.00%，其本次减持计划已完成。 ...

证券代码：301348 证券简称：蓝箭电子 公告编号：2025-052 二、其他情况说明 股东广东比邻投资基金管理有限公司－比邻创新（天津）股权投资基金合伙 企业（有限合伙）保证向本公司提供的信息内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 佛山市蓝箭电子股份有限公司（以下简称"公司"）于 2025 年 11 月 28 日 收到股东广东比邻投资基金管理有限公司－比邻创新（天津）股权投资基金合 伙企业（有限合伙）（以下简称"比邻创新"）出具的《关于股份减持计划实 施完成的告知函》，获悉比邻创新于 2025 年 11 月 12 日至 2025 年 11 月 27 日 通过大宗交易方式减持 2,400,000 股，占本公司总股本比例 1.00%，本次股份减 持计划实施已完成。现进行公告如下： 一、股东减持股份情况 公司于 2025 年 10 月 20 日披露《关于公司股东减持股份预披露的公告》 （公告编号：2025-046），比邻创新拟计划自该公告披露之日起 15 个交易日后 的三个月内以大宗交易方式减持本公司股份累计不超过 2,4 ...

证券日报网讯蓝箭电子11月27日在互动平台回答投资者提问时表示，公司积极进行客户资源的拓展，努 力进入到更多国内外知名科技公司的供应链体系中。美的与格力是公司多年以来的重要客户。 （文章来源：证券日报） ...

| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交星 | 成交金额 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | 2025-11-27 | 301348 | 蓝箭电子 | 19.86 | 120.00 | 2,383.20信证券股份有限 | 广发证券股份有限 | | | | | | | 公司北京总部证券 | 公司佛山岭南大道 | | | | | | | 营业部 | 北证券营业部 | 11月27日，蓝箭电子大宗交易成交120万股，成交额2383.2万元，占当日总成交额的23.32%，成交价19.86元，较市场收盘价 20.37元折价2.5%。 ...

Core Viewpoint - The company, Blue Arrow Electronics, has indicated that its power management ICs and power devices are applicable in the robotics industry, although the current contribution to overall business performance is minimal [2]. Group 1: Product Application - The company's products, including power management ICs and power devices, can be directly or indirectly applied in the robotics sector [2]. - The application scenarios for the company's products in the robotics industry are still in the development stage [2]. Group 2: Financial Impact - The proportion of related business orders in the robotics sector is currently quite small, and thus, it has no significant impact on the company's operating performance [2]. - Specific data regarding the financial performance from the robotics applications has not been separately accounted for [2].

Group 1 - The battery chemicals sector experienced a significant surge, with companies such as Fengyuan Co. and Shida Shenghua hitting the daily limit up [1] - Huasheng Lithium Battery and Haike New Source saw increases of over 10% [1] - Other companies including Tianli Lithium Energy, Xinde New Materials, Xiangfenghua, Wukuang New Energy, and Defang Nano also showed positive performance [1]

Core Viewpoint - The solid-state battery sector is experiencing significant growth, driven by unexpected demand, leading to substantial stock price increases among key companies in the battery industry [1] Group 1: Market Performance - As of November 13, major companies such as Upstream Electric, New Energy, and Yiwei Lithium Energy saw stock price increases of over 10%, with Upstream Electric hitting a 20% limit up [1] - The Battery ETF (561910) surged by 6.62%, reaching a nearly three-year high with a half-day trading volume of 434 million yuan, surpassing the previous day's total [1] - The year-to-date increase of the Battery ETF's underlying index, the CSI Battery Theme Index, stands at 73.44% [1] Group 2: Demand and Growth Projections - Dongwu Securities' analyst, Yuan Qiaoyan, highlighted that the primary driver of the current battery price surge is demand exceeding expectations [1] - Future projections indicate that the industry could see a growth rate of 25%-30% due to multiple drivers, including energy storage, power batteries, and AI data centers [1] - Leading companies are currently valued at a price-to-earnings ratio of only 20 times their expected earnings for next year, suggesting significant potential for upward valuation adjustments [1] Group 3: ETF Composition and Trading Activity - The Battery ETF (561910) has seen a remarkable 634.89% increase in its share volume this year, with an average daily trading volume exceeding 150 million yuan [1] - The ETF's composition includes nearly 40% solid-state battery materials and about 60% energy storage, covering leading companies in solid-state battery materials, packaging, and equipment [1] - The ETF encompasses the entire battery industry chain, including power, energy storage, and consumer electronics sectors [1]

Group 1 - The stock of Blue Arrow Electronics closed down by 0.81% at a price of 21.96 yuan on November 12 [1] - A block trade occurred with a total volume of 1.2 million shares and a transaction amount of 25.692 million yuan [1] - The first transaction price was 21.41 yuan for 1.2 million shares, resulting in a premium rate of -2.50% [1] Group 2 - Over the past three months, the stock has recorded a total block trade amounting to 25.692 million yuan [1] - In the last five trading days, the stock has seen a cumulative decline of 0.59% with a net outflow of main funds totaling 48.9823 million yuan [1]

Core Viewpoint - Blue Arrow Electronics announced the termination of its investment in the "Zhan Su Wei Lai" partnership due to changes in the market environment and to reduce investment risks and management costs [2] Summary by Relevant Sections - **Investment Agreement** - On July 8, 2025, Blue Arrow Electronics signed a partnership agreement with Zhan Su Wei Lai, with a total committed capital of 41.1 million RMB, where the company contributed 20 million RMB, accounting for 48.66% of the total [2] - **Registration and Status** - As of the announcement date, Zhan Su Wei Lai had not yet received actual contributions from all partners and had not completed the registration with the China Securities Investment Fund Industry Association, nor had it commenced external investment activities [2] - **Decision to Withdraw** - After careful consideration and friendly negotiations with all partners, the company decided to terminate and withdraw from the joint investment due to the changing market environment and the actual circumstances of the partners [2]

证券代码：301348 证券简称：蓝箭电子 公告编号：2025-051 佛山市蓝箭电子股份有限公司关于 与专业投资机构共同投资设立有限合伙企业的进展公告 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、投资概述： 佛山市蓝箭电子股份有限公司（以下简称"公司"）于 2025 年 7 月 8 日与展速未 来（嘉兴）股权投资合伙企业（有限合伙）（以下简称"展速未来"）的普通合伙人铜 川普耀九州基金管理有限公司及其他有限合伙人签署了《展速未来（嘉兴）股权投资合 伙企业（有限合伙）之基金合伙协议》（以下简称"《合伙协议》"）。展速未来认缴 出资总额为 4,110 万元人民币，其中公司作为有限合伙人以自有资金出资 2,000 万元人 民币认缴，占认缴出资总额的 48.66%；2025 年 7 月 23 日，展速未来完成工商登记变更 手续并领取了嘉兴市南湖区行政审批局颁发的《营业执照》。具体内容详见公司分别于 巨潮资讯网（www.cninfo.com.cn）披露的《关于与专业投资机构共同投资设立有限合 伙企业的公告》（公告编号：2025-027）和《关于与专业投资机构共 ...