上海君澜律师事务所 关于 浙江富特科技股份有限公司 2025 年限制性股票激励计划（草案） 之 法律意见书 上海君澜律师事务所 关于浙江富特科技股份有限公司 2025 年限制性股票激励计划（草案）之 二〇二五年八月 上海君澜律师事务所 法律意见书 释 义 在本法律意见书中，除非文意另有所指，下列词语具有以下含义： | 公司/富特科技 | 指 | 浙江富特科技股份有限公司 | | --- | --- | --- | | 《激励计划（草案）》 | 指 | 《浙江富特科技股份有限公司 年限制性股票激 2025 | | | | 励计划（草案）》 | | | | 浙江富特科技股份有限公司拟根据《浙江富特科技股 | | 本次激励计划 | 指 | 份有限公司 2025 年限制性股票激励计划（草案）》 | | | | 实施的股权激励 | | 《考核办法》 | 指 | 《浙江富特科技股份有限公司 年限制性股票激 2025 | | | | 励计划实施考核管理办法》 | | 激励对象 | 指 | 按照本次激励计划之规定，获得限制性股票的在公司 | | | | （含子公司）任职的董事、高级管理人员、中层管理 | | | | 人员及核 ...

Core Insights - The company achieved a net profit of 67 million yuan in H1 2025, with Q2 revenue and net profit reaching record highs [1] - The company is a leading supplier of vehicle power systems in China, with expected growth in overseas customer volume [1] Financial Performance - In H1 2025, the company reported revenue of 1.47 billion yuan, a year-on-year increase of 122.6%, and a net profit of 67 million yuan, up 15.2% year-on-year [1] - Q2 2025 saw revenue of 970 million yuan, a year-on-year increase of 140.6% and a quarter-on-quarter increase of 91.3%, with net profit of 47 million yuan, up 23.9% year-on-year and 140.4% quarter-on-quarter [1] - The company made impairment provisions of 35 million yuan in H1 2025, including 22 million yuan for credit impairment and 12 million yuan for asset impairment [1] Profitability Metrics - The gross margin for H1 2025 was 19.5%, a decrease of 8.6 percentage points year-on-year, while the net profit margin was 4.5%, down 4.2 percentage points year-on-year [2] - Sales expenses increased by 71.7% year-on-year to 21 million yuan, primarily due to growth in overseas business [2] - R&D expenses rose by 56.8% year-on-year to 120 million yuan, reflecting increased investment in personnel and projects, with the R&D team expanding to 910 members, accounting for 39.6% of total employees [2] Customer Base - The company has established stable partnerships with well-known automotive manufacturers such as GAC Group, NIO, Xpeng Motors, Xiaomi Auto, Renault, and Stellantis, and has secured multiple projects with Changan Automobile, Leap Motor, and a major European luxury brand [3] - The diverse customer structure is expected to support continued growth in both domestic and international markets [3]

汽车/汽车零部件 富特科技（301607.SZ） Q2 单季度营收净利新高，国内外客户有望持续放量 2025 年 08 月 27 日 投资评级：买入（维持） | 日期 | 2025/8/26 | | --- | --- | | 当前股价(元) | 37.33 | | 一年最高最低(元) | 60.50/30.47 | | 总市值(亿元) | 58.02 | | 流通市值(亿元) | 12.33 | | 总股本(亿股) | 1.55 | | 流通股本(亿股) | 0.33 | | 近 3 个月换手率(%) | 716.37 | 股价走势图 数据来源：聚源 -60% -40% -20% 0% 20% 40% 2024-08 2024-12 2025-04 富特科技 沪深300 相关研究报告 《国内外新拓客户持续放量，海外营 收占比大幅提升—公司信息更新报 告》-2025.4.24 《国内车载电源头部供应商，海外新 拓客户放量在即—公司首次覆盖报 告》-2024.12.2 殷晟路（分析师） 王嘉懿（分析师） yinshenglu@kysec.cn 证书编号：S0790522080001 wangjiayi@kyse ...

据证券之星公开数据整理，近期富特科技（301607）发布2025年中报。截至本报告期末，公司营业总收 入14.74亿元，同比上升122.64%，归母净利润6694.51万元，同比上升15.15%。按单季度数据看，第二 季度营业总收入9.68亿元，同比上升140.63%，第二季度归母净利润4727.99万元，同比上升23.9%。本 报告期富特科技应收账款上升，应收账款同比增幅达176.74%。 本次财报公布的各项数据指标表现一般。其中，毛利率19.5%，同比减30.49%，净利率4.54%，同比减 48.28%，销售费用、管理费用、财务费用总计7920.36万元，三费占营收比5.37%，同比减39.48%，每股 净资产6.88元，同比减11.63%，每股经营性现金流-0.11元，同比增87.16%，每股收益0.43元，同比减 14.0% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 6.62亿 | 14.74亿 | 122.64% | | 归母净利润(元) | 5813.63万 | 6694.51万 | 15.1 ...

Core Insights - Futec Technology reported a significant revenue increase of 122.64% year-on-year, reaching 1.474 billion yuan in the first half of 2025, driven by strong sales in new energy vehicle products and technical services [1] - The company is well-positioned to benefit from the overall recovery of profit margins in the new energy vehicle industry, supported by its core technologies in power electronics and software development [1] Industry Overview - The new energy vehicle industry is a key direction for the global automotive industry's transformation, with China's production and sales of new energy vehicles reaching 6.968 million and 6.937 million units respectively in the first half of 2025, marking a year-on-year growth of 41.4% and 40.3% [2] - New energy vehicles accounted for 44.3% of total new car sales in China, indicating a significant shift towards electrification in the automotive market [2] Company Performance - In 2024, Futec Technology achieved domestic revenue of 1.802 billion yuan and overseas revenue of 132 million yuan, with overseas revenue growing by 5815.39%, solidifying its domestic market presence while making strides in international markets [3] - The company has established stable partnerships with major automotive manufacturers, including GAC Group, NIO, and Stellantis, enhancing its brand influence in the industry [3] R&D and Technological Advancements - Futec Technology emphasizes R&D as a core competitive advantage, with R&D expenses reaching 121 million yuan in the first half of 2025 and a team of 910 people, accounting for 39.57% of total employees [4] - The company has obtained 106 authorized patents, including 46 invention patents, reinforcing its technological barriers and supporting product innovation [4] Strategic Initiatives - The company plans to raise up to 528 million yuan through a private placement to fund projects focused on intelligent manufacturing of core components for new energy vehicles and the development of new generation vehicle power products [6][7] - The investment projects are aligned with the company's main business and aim to enhance production capacity and product competitiveness in response to growing global market demand [7] Future Outlook - Futec Technology aims to become a leading supplier of new energy vehicle components and digital energy solutions, leveraging its expertise in vehicle-mounted products and expanding into non-vehicle applications [8] - The company is focused on the integration of electronic and electrical architectures, positioning itself to capitalize on the evolving trends in the new energy vehicle sector [8]

经济观察网 2025年8月25日，富特科技(301607)发布2025年半年度报告，2025年上半年实现营业收入 14.74亿元，同比增长122.64%；实现净利润6694.51万元，同比增长15.15%；基本每股收益0.43元；加权 平均净资产收益率ROE为6.47%。 ...

Core Viewpoint - Futec Technology (301607.SZ) reported its 2025 mid-year results, showing a decline in profitability and key financial metrics compared to the previous year. Financial Performance - The company's total revenue for the period was 1.474 billion yuan, with a net profit attributable to shareholders of 66.95 million yuan. The net cash inflow from operating activities was -17.57 million yuan [1] - The latest asset-liability ratio stands at 64.82%, an increase of 6.28 percentage points from the previous quarter and 9.57 percentage points from the same period last year [3] - The gross profit margin is reported at 19.50%, down 9.92 percentage points year-on-year [3] - The return on equity (ROE) is 6.26%, a decrease of 2.71 percentage points compared to the same period last year [3] - The diluted earnings per share (EPS) is 0.43 yuan, reflecting a decrease of 0.07 yuan or 14.00% year-on-year [3] Operational Efficiency - The total asset turnover ratio is 0.55 times, while the inventory turnover ratio is 2.09 times [4] Shareholder Structure - The number of shareholders is 13,100, with the top ten shareholders holding a total of 87.234 million shares, accounting for 56.13% of the total share capital [5] - The largest shareholder is Li Ningchuan, holding 14.3% of the shares, followed by Hubei Yangtze River Weilai New Energy Investment Management Co., Ltd. with 10.6% [5]

公募基金方面，本期较上一期持股增加的公募基金共计1个，即财通资管消费精选混合A，持股增加占 比小幅上涨。本期较上一季度新披露的公募基金共计3个，包括广发价值核心混合A、财通资管先进制 造混合发起式A、财通资管臻享成长混合A。本期较上一季未再披露的公募基金共计1个，即申万菱信新 能源汽车主题灵活配置混合A。 2025年8月26日，富特科技(301607.SZ)发布2025年半年度报告。截至2025年8月25日，共有13个机构投 资者披露持有富特科技A股股份，合计持股量达5211.33万股，占富特科技总股本的33.53%。其中，前 十大机构投资者包括湖北长江蔚来新能源投资管理有限公司-湖北长江蔚来新能源产业发展基金合伙企 业(有限合伙)、长高电新科技股份公司、湖北小米长江产业投资基金管理有限公司-湖北小米长江产业基 金合伙企业(有限合伙)、宏达高科控股股份有限公司、上海华强股权投资管理有限公司-宁波华强睿哲创 业投资合伙企业(有限合伙)、嘉兴富微新能源创业投资合伙企业(有限合伙)、国泰君安证券资管-招商银 行-国泰君安君享创业板富特科技1号战略配售集合资产管理计划、招商银行股份有限公司-广发价值核 心混合型证券投 ...

Group 1 - The company has approved the plan for the issuance of A-shares to specific targets for the year 2025 during its board meeting and the first extraordinary general meeting of shareholders in 2025 [1][2] - The revisions to the issuance plan include updates on the procedures that have been followed and adjustments to the company's organizational structure as per the updated articles of association [2][3] - The profit distribution policy and decision-making procedures have been adjusted in accordance with the updated articles of association, including the three-year shareholder dividend return plan [2] Group 2 - The analysis report regarding the issuance of A-shares has also been revised to reflect changes in the company's organizational structure [2] - The other parts of the issuance plan and related documents have not undergone substantial changes [3][4]

浙江富特科技股份有限公司 关于 2025 年度向特定对象发行 A 股股票预案（修订稿） 披露的提示性公告 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。 证券代码：301607 证券简称：富特科技 公告编号：2025-042 浙江富特科技股份有限公司（以下简称"公司"）分别于 2025 年 7 月 23 日 召开了第三届董事会第十二次会议和第三届监事会第九次会议、于 2025 年 8 月 定对象发行股票的相关议案。 特此公告。 浙江富特科技股份有限公司董事会 江富特科技股份有限公司 2025 年度向特定对象发行A股股票方案论证分析报告 （修订稿）》《浙江富特科技股份有公司 2025 年度向特定对象发行A股股票摊薄 即期回报与填补措施及相关主体承诺（修订稿）》，相关文件已于 2025 年 8 月 26 日在中国证券监督管理委员会（以下简称"中国证监会"）指定的信息披露网站 巨潮资讯网（http：//www.cninfo.com.cn）上披露，敬请投资者注意查阅。 公司向特定对象发行股票预案（修订稿）的披露事项不代表审批机关对本次 向特定对象发行股票相关事项的实质 ...