关于向特定对象发行股票申请 获得深圳证券交易所上市审核中心审核通过的公告 浙江富特科技股份有限公司 证券代码：301607 证券简称：富特科技 公告编号：2026-005 浙江富特科技股份有限公司（以下简称"公司"）于 2026 年 2 月 5 日收到 深圳证券交易所（以下简称"深交所"）上市审核中心出具的《关于浙江富特科 技股份有限公司申请向特定对象发行股票的审核中心意见告知函》。深交所上市 审核中心对公司向特定对象发行股票的申请文件进行了审核，认为公司符合发行 条件、上市条件和信息披露要求，后续深交所将按规定报中国证券监督管理委员 会（以下简称"中国证监会"）履行相关注册程序。 公司本次向特定对象发行股票事项尚需经中国证监会同意注册后方可实施， 最终能否获得中国证监会作出同意注册的决定及其时间尚存在不确定性。公司将 根据该事项进展情况及时履行信息披露义务，敬请广大投资者注意投资风险。 特此公告。 浙江富特科技股份有限公司 董事会 2026 年 2 月 5 日 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。 ...

证券日报网讯2月5日，富特科技（301607）在互动平台回答投资者提问时表示，截至2026年1月30日， 公司股东总户数10868户。 ...

投资要点 第三方车载高压电源系统头部企业，迎来业绩高速增长通道。公司成立于2011 年，是国内第三方车载 高压电源系统头部企业，25 年上半年在国内OBC 行业市占率达8%，位居行业第四。22-24 年公司营收 分别为16.50/18.35/19.34 亿元，同比+71%/+11%/+5%，随客户拓展而稳定增长。 25 年受益于小米、蔚来等主要客户的销量增长及海外项目的定点项目放量，根据2025 年度业绩预告， 25 年营收超40 亿元，归母净利润达2.1~2.5 亿元，同比+122%~+164%，展望2026 年，我们认为公司将 继续受益于国内外客户的销量增长及新客户拓展，保持高速增长。 高研发投入保持产品力领先，国内销量高增&海外加速放量，车载电源业务实现量利双收。车载电源正 向11kW、双向化等趋势迭代，对厂商的技术能力提出更高要求，公司通过持续的研发投入取得产品力 的综合领先，通过产品力在国内市场陆续开拓了小米、蔚来、零跑等优质客户并建立了深度的合作关 系，我们预计公司将继续受益于主要客户的销量增长，实现国内业务高速增长；在国内业务高增的前提 下，公司积极扩展增速更快的海外市场，经测算2030 年海外 ...

格隆汇2月4日丨富特科技(301607.SZ)涨5.81%，报52.100元，股价创历史新高，总市值80.97亿元。 ...

证券研究报告·公司深度研究·汽车零部件 富特科技（301607） 买入（首次） | [Table_EPS] 盈利预测与估值 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入（百万元） | 1,835 | 1,934 | 4,154 | 5,305 | 6,592 | | 同比（%） | 11.20 | 5.38 | 114.80 | 27.71 | 24.26 | | 归母净利润（百万元） | 96.44 | 94.61 | 230.35 | 364.61 | 535.43 | | 同比（%） | 11.14 | (1.90) | 143.49 | 58.28 | 46.85 | | EPS-最新摊薄（元/股） | 0.62 | 0.61 | 1.48 | 2.35 | 3.45 | | P/E（现价&最新摊薄） | 79.35 | 80.89 | 33.22 | 20.99 | 14.29 | [Table_Tag] [Table_Summary] 投资要点 2026 年 02 月 ...

证券研究报告·公司深度研究·汽车零部件 富特科技（301607） 车载电源头部企业，HVDC 技术同源潜力十 足 买入（首次） | [Table_EPS] 盈利预测与估值 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入（百万元） | 1,835 | 1,934 | 4,154 | 5,305 | 6,592 | | 同比（%） | 11.20 | 5.38 | 114.80 | 27.71 | 24.26 | | 归母净利润（百万元） | 96.44 | 94.61 | 230.35 | 364.61 | 535.43 | | 同比（%） | 11.14 | (1.90) | 143.49 | 58.28 | 46.85 | | EPS-最新摊薄（元/股） | 0.62 | 0.61 | 1.48 | 2.35 | 3.45 | | P/E（现价&最新摊薄） | 79.35 | 80.89 | 33.22 | 20.99 | 14.29 | [Table_Tag] [Table_Su ...

Core Viewpoint - The Chinese electric vehicle (EV) high-voltage component industry has transitioned from policy-driven to market-driven growth, with increasing consumer acceptance of pure electric and hybrid models, leading to a significant expansion in production and sales, and a surge in demand for high-voltage components [1][10]. Industry Overview - The high-voltage system in EVs is crucial for energy storage, conversion, transmission, and usage, operating at hundreds of volts, which distinguishes EVs from traditional fuel vehicles [2]. - High-voltage components are essential for the efficient operation of EVs, enabling energy management and enhancing overall performance [4]. Market Size and Growth - By 2025, the market size of China's high-voltage component industry is projected to reach 311.66 billion yuan, representing a year-on-year growth of 26.5%, capturing 49.32% of the global market share [1][10]. - In the first nine months of 2025, China's production and sales of new energy vehicles reached 11.24 million and 11.23 million units, respectively, with a year-on-year growth of 35.2% and 34.9% [8]. Industry Barriers - The high-voltage component industry faces significant technical barriers, requiring precise design, programming skills, and a deep understanding of system logic to ensure performance, reliability, and safety [5][6]. Market Policies - The Chinese government has implemented various policies to support the development of the automotive parts industry, including high-voltage components, creating a favorable environment for growth [6]. Industry Chain - The upstream of the high-voltage component industry includes suppliers of raw materials like copper, aluminum, and rare earths, while the downstream consists of EV manufacturers and the aftermarket, which is seeing increased demand as early EVs enter replacement cycles [7][8]. Competitive Landscape - The industry is characterized by a fragmented market with numerous players focusing on specific segments. Key companies include Xinrui Technology, Zhonghang Optoelectronics, BYD Semiconductor, and Futec Technology [10][11]. Development Trends - The industry is expected to see a shift towards higher voltage and efficiency, with wide bandgap semiconductor materials playing a crucial role in enhancing energy conversion efficiency [14]. - There will be a trend towards system integration and modularization, aiming for lightweight designs and cost control [14]. - Collaboration within the supply chain will deepen, with a focus on localizing key materials and components to build a self-sufficient supply chain [15].

Core Viewpoint - The overseas market is a key factor for the company's performance growth, with significant partnerships and projects underway [1] Group 1: Partnerships and Collaborations - The company has established a deep cooperation relationship with Renault [1] - Important platform projects with Stellantis and a major European luxury car brand are currently in successful development [1] - Stellantis is expected to start mass production in 2026 [1] Group 2: Revenue and Market Expansion - By the first half of 2025, the company's overseas business revenue is projected to account for over 17% of total revenue [1] - The company plans to continue deepening cooperation with existing clients and actively expand to other international clients [1] - The contribution and proportion of overseas business are expected to maintain a positive trend [1]

Core Viewpoint - The company, Futec Technology, has successfully supplied its vehicle power products to multiple models both domestically and internationally, indicating strong market penetration and product acceptance [1] Domestic Market - The company’s vehicle power products are compatible with several domestic models, including NIO ES/ET/EC series, Firefly series, Leda series, Xiaomi SU7/YU7, GAC AION series, Leap Motor B series/C series, and Xpeng G series/P series [1] International Market - On the international front, the company has begun bulk supply for Renault models including R5, Megan-E, Scenic-E, and Master [1]

Core Viewpoint - The company, Fute Technology, is leveraging its mature technology in the vehicle-mounted high-voltage power supply sector to expand its global business, particularly in the V2G (Vehicle-to-Grid) technology market, which is expected to play a crucial role in stabilizing and optimizing overseas power grids [1] Group 1: Company Developments - Fute Technology has successfully developed V2G-related business in overseas markets, indicating a strong commitment to customer-driven innovation and global expansion [1] - The company anticipates mass production and shipment of V2G products by 2026, highlighting its strategic planning and future growth potential in this sector [1] Group 2: Industry Insights - V2G technology allows electric vehicles to not only draw power from the grid but also return stored energy back to the grid, transforming electric vehicles into a distributed and mobile energy storage network [1] - The collaboration among various stakeholders in overseas markets, including grid operators, consumers, and vehicle manufacturers, is expected to enhance the role of V2G products in ensuring stable and optimized grid operations, indicating significant growth opportunities in the industry [1]