证券代码：301607 证券简称：富特科技 公告编号：2026-004 浙江富特科技股份有限公司投资者关系活动记录表 投资者关系活 动类别 ☑特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 __ 时间 2026 年 3 月 9 日 地点 湖州安吉 参与单位名称 国贸创领、前海中船、苏州高新、常州投资、迪策投资、黑龙 江辰能、浙江农发、惠州国投、湖南轻盐、金臣投资、永禧投 资、蒋伟、丁伶、吴秀芳、李月伟 上市公司接待 人员姓名 董事会秘书 李岩 投资者关系经理 李晨红 投资者关系活 动主要内容介 绍 1、公司目前的客户结构怎么样？ 目前，国内国际双市场协同发展的格局正加速成型。 国内市场方面，公司与国内多家主机厂建立起深度合作关 系，为蔚来、小米、广汽、零跑等主流车企配套了多款畅销车 型，逐步夯实核心供应商地位；国际市场方面，公司与雷诺汽 车达成深度合作，为 STLA 配套的相关产品也将于 2026 年开 始量产供货。2025 年 H1，公司境外收入占比超过 17%，国际 化稳步落地。 2、请介绍安吉二厂智能仓储系统？ 安吉二厂智能仓储系统于 2025 年下半 ...

Group 1: Company Performance and Growth - The company's revenue for 2025 is expected to exceed 4 billion CNY, with net profit projected to surpass 210 million CNY, indicating a year-on-year doubling of overall performance [1] - Key drivers for growth include the rapid expansion of the electric vehicle market, deep partnerships with major domestic and international manufacturers, and the successful launch of the Anji No. 2 plant [1][2] Group 2: Customer Structure - The company has established a strong presence in both domestic and international markets, becoming a core supplier for major domestic automakers such as NIO, Xiaomi, GAC, and Leap Motor [3] - In the international market, the company has successfully integrated into the automotive supply chain, supplying models like Renault's R5 and Megane-E, with plans to start bulk supply for STLA in 2026 [3] Group 3: Overseas Business Development - As of the first half of 2025, overseas business revenue accounts for over 17% of total revenue, with a focus on expanding partnerships with leading manufacturers [4] Group 4: V2G Business Model - The V2G (Vehicle-to-Grid) business transforms electric vehicles into mobile energy storage units, enabling bidirectional energy exchange with the grid, which helps in peak shaving and valley filling, creating additional revenue opportunities [5] - The company plans to launch V2G products with bidirectional charging capabilities in the European market in 2026 [6] Group 5: Capital Increase Progress - The company's application for a private placement of shares has been approved by the Shenzhen Stock Exchange's listing review center, with subsequent registration procedures to be completed with the China Securities Regulatory Commission [6]

Investment Rating - Investment rating: Positive (maintained) [1] Core Viewpoints - The report indicates that the European electric vehicle market is expected to continue growing, driven by the resumption of subsidies in Germany and Sweden, as well as the continuation of subsidy policies in the UK, France, Italy, and Spain. This growth is further supported by a new round of vehicle cycles [7][14][38] - The EU's proposal to adjust the 2035 emission reduction targets is not expected to impact the long-term trend of electrification in Europe. Instead, it introduces incentives for small electric vehicles and imposes requirements on zero-emission models for corporate fleets, which will further promote electric vehicle sales [7][38] Summary by Sections Electric Vehicle Sales in Europe - In January 2026, the sales of new energy vehicles in nine European countries reached 207,000 units, a year-on-year increase of 23.1%, with a penetration rate of 29.5%, up by 6.1 percentage points [5][14] - Germany's BEV sales in January 2026 were 43,000 units, up 23.8% year-on-year, with the resumption of electric vehicle subsidies [19] - The UK saw BEV sales of 30,000 units in January 2026, a slight increase of 0.1% year-on-year, while PHEV sales rose by 47.3% [21] - France's BEV sales reached 30,000 units in January 2026, marking a significant year-on-year increase of 52.1% [23] - Sweden's BEV sales were 7,000 units in January 2026, up 18.6% year-on-year, with new subsidies starting in 2026 [25] - In Italy, BEV sales were 9,000 units in January 2026, a year-on-year increase of 40.4% [29] - Spain's BEV sales reached 6,000 units in January 2026, up 29.1% year-on-year [34] Investment Recommendations - Lithium Batteries: Recommended companies include CATL, Yiwei Lithium Energy, and Xinwangda, with beneficiaries including Zhongxin Innovation and Guoxuan High-Tech [7][38] - Lithium Materials: Recommended companies include Hunan Youneng and Tianci Materials, with beneficiaries including Fulian Precision and Wanrun New Energy [7][38] - Lithium Battery Structural Components: Recommended companies include Minglida and Minshi Group, with beneficiaries including Kodali and Hesheng Co [40] - Power/Electric Drive Systems: Recommended companies include Weimaisi and Futec Technology, with beneficiaries including Xinrui Technology and Huangshan Gujie [40] - Charging Stations and Modules: Recommended companies include Youyou Green Energy and Tonghe Technology, with beneficiaries including Shenghong Co [40]

Core Viewpoint - The article highlights the recognition of Zhejiang Fute Technology Co., Ltd. for its outstanding contributions to industrial development and investment in Anji County, as part of the county's efforts to promote high-quality growth in the 14th Five-Year Plan period [1]. Group 1: Company Achievements - Fute Technology was awarded the "Two Mountains Eagle Enterprise" and "Manufacturing Investment Contribution Award" for its exceptional performance in 2025 [1]. - The chairman of Fute Technology, Li Ningchuan, was recognized as the "2025 Anji County Economic Figure of the Year" [1]. - The company has established itself as a national-level specialized and innovative "little giant" enterprise and a national high-tech enterprise, focusing on the research, production, and sales of core components for new energy vehicles [1]. Group 2: Future Plans - Fute Technology aims to continue its mission of "Digital Energy Drives a Better Life" by increasing R&D investment and enhancing product competitiveness [1]. - The company plans to deepen its industrial layout and expand its investment contributions while actively fulfilling its social responsibilities [1]. - Fute Technology intends to leverage its role as a leading enterprise to inject more momentum into the high-quality economic and social development of Anji County and contribute to the global new energy vehicle industry [1].

Group 1 - The core viewpoint of the news is that Futec Technology has shown significant growth in revenue and profit, indicating strong business performance in the electric vehicle sector [2] - As of February 26, Futec Technology's stock price increased by 0.80%, with a trading volume of 182 million yuan, and a net financing buy of -6.55 million yuan [1] - The company has a financing balance of 103 million yuan, which accounts for 1.86% of its market capitalization, indicating a relatively high level of financing activity [1] Group 2 - For the period from January to September 2025, Futec Technology achieved a revenue of 2.559 billion yuan, representing a year-on-year growth of 116.31%, and a net profit of 137 million yuan, up 65.94% year-on-year [2] - The company has distributed a total of 1.9983 million yuan in dividends since its A-share listing [3] - As of September 30, 2025, notable changes in institutional holdings include the exit of several funds from the top ten circulating shareholders [3]

Group 1 - The core point of the article is that Fute Technology (301607) has reported a total of 11,405 shareholders as of February 13, 2026 [1]

Group 1 - The company Futec Technology announced that four executives, Ni Bin, Zhang Jiming, Chen Yu, and Zhang Yao, have completed their share reduction plan [2] - The total shares reduced by the executives amount to 1,120,855 shares, which represents 0.72% of the total share capital [2]

Group 1 - The company Futec Technology announced on February 25 that shareholders Ni Bin, Zhang Jiming, Chen Yu, and Zhang Yao collectively reduced their holdings by approximately 1.12 million shares, which accounts for 0.72% of the company's total shares [1] - The reduction plan has reached its deadline [1]

浙江富特科技股份有限公司 关于部分董事、高级管理人员股份减持计划期限届满 暨实施情况的公告 公司股东倪斌先生、章纪明先生、陈宇先生、张尧先生保证向本公司提供的 信息内容真实、准确和完整，没有虚假记载、误导性陈述或重大遗漏。 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。 浙江富特科技股份有限公司（以下简称"公司"）于 2025 年 10 月 30 日在 巨潮资讯网（http://www.cninfo.com.cn）披露了《关于部分董事、高级管理人员 股份减持的预披露公告》（公告编号：2025-058）。持有公司股份 1,180,061 股 （占公司总股本比例 0.76%）的倪斌先生、持有公司股份 1,180,061 股（占公司 总股本比例 0.76%）的陈宇先生、持有公司股份 1,180,062 股（占公司总股本比 例 0.76%）的章纪明先生和持有公司股份 1,180,061 股（占公司总股本比例 0.76%） 的张尧先生，计划自预披露公告披露之日起 15 个交易日后的 3 个月内减持公司 股份。 截至目前，本次减持计划期限届满，公司分别收到董事、副总经理倪斌先生， 董事章纪明先生，副总 ...

Group 1 - The core point of the article is that Fute Technology reported a total of 11,550 shareholders as of February 10, 2026 [2]