| 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]

进一步统计，近3个月内该股累计发生1笔大宗交易，合计成交金额为2569.2万元。该股近5个交易日累 计下跌0.59%，主力资金合计净流出4898.23万元。 第1笔成交价格为21.41元，成交120.00万股，成交金额2,569.20万元，溢价率为-2.50%，买方营业部为中 信建投证券股份有限公司北京东城分公司，卖方营业部为广发证券股份有限公司佛山岭南大道北证券营 业部。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 责任编辑：小浪快报 11月12日，蓝箭电子收跌0.81%，收盘价为21.96元，发生1笔大宗交易，合计成交量120万股，成交金额 2569.2万元。 ...

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 ...

Core Viewpoint - Blue Arrow Electronics (301348.SZ) has indicated that some of its products are directly or indirectly applied in emerging fields such as 5G communication base stations, security electronics, rail transit, automotive electronics, drones, AI servers, and robotics [1] Group 1 - The company is involved in multiple high-growth sectors, showcasing its diverse application of technology [1] - The mention of 5G communication base stations highlights the company's engagement in cutting-edge telecommunications technology [1] - The inclusion of AI servers and robotics indicates the company's alignment with trends in artificial intelligence and automation [1]

Core Viewpoint - Blue Arrow Electronics experienced a decline of 3.78% in stock price on October 30, with a trading volume of 416 million yuan, indicating potential market concerns regarding the company's financial performance and investor sentiment [1]. Financing Summary - On October 30, Blue Arrow Electronics had a financing buy-in amount of 38.976 million yuan and a financing repayment of 41.339 million yuan, resulting in a net financing buy of -2.3636 million yuan [1]. - The total financing and securities balance for Blue Arrow Electronics reached 196 million yuan, accounting for 5.41% of its market capitalization, which is above the 90th percentile of the past year, indicating a high level of financing activity [1]. - The company had no shares repaid in securities lending on October 30, with 300 shares sold short, amounting to 6,789 yuan at the closing price, and a securities lending balance of 194,200 yuan, which is below the 40th percentile of the past year, suggesting low short-selling activity [1]. Financial Performance - For the period from January to September 2025, Blue Arrow Electronics reported a revenue of 518 million yuan, reflecting a year-on-year growth of 2.55% [2]. - The company recorded a net profit attributable to shareholders of -26.507 million yuan, a significant decrease of 28,229.49% compared to the previous period, indicating substantial financial challenges [2]. Shareholder Information - As of September 30, 2025, Blue Arrow Electronics had 33,900 shareholders, an increase of 21.49% from the previous period, while the average number of circulating shares per shareholder decreased by 1.23% to 4,582 shares [2]. - Since its A-share listing, Blue Arrow Electronics has distributed a total of 68 million yuan in dividends [3]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited ranked as the fifth largest, holding 1.5668 million shares, an increase of 115,500 shares from the previous period [3].

Group 1 - The company, Blue Arrow Electronics, announced the convening of its fifth board meeting on September 22, 2025, and the first extraordinary shareholders' meeting on October 14, 2025, to review and approve the proposal for changing the company's registered capital and amending the business registration [2] - The company has recently completed the business registration change procedures and obtained a new business license issued by the Market Supervision Administration of Foshan City [2]