Financial Performance - The company's operating revenue for 2024 was ¥2,710,775,870.11, a decrease of 27.58% compared to ¥3,743,252,512.29 in 2023[16] - The net profit attributable to shareholders for 2024 was ¥258,877,852.24, down 24.09% from ¥341,012,179.39 in 2023[16] - The cash flow from operating activities showed a significant improvement, with a net inflow of ¥339,774,384.90 in 2024 compared to a net outflow of ¥562,002,671.25 in 2023, marking a 160.46% increase[16] - The total assets at the end of 2024 were ¥4,425,315,332.28, reflecting a decrease of 9.93% from ¥4,913,362,564.01 at the end of 2023[16] - The basic earnings per share for 2024 was ¥0.70, down 23.91% from ¥0.92 in 2023[16] - The company reported a weighted average return on equity of 10.43% for 2024, down from 15.84% in 2023, a decline of 5.41%[16] - The net profit after deducting non-recurring gains and losses for 2024 was ¥235,989,302.99, a decrease of 22.99% from ¥306,440,904.32 in 2023[16] - The company received government subsidies amounting to ¥23,626,629.47 in 2024, compared to ¥46,253,365.18 in 2023[22] - The company's total revenue for 2024 was CNY 2.71 billion, a decrease of 27.58% year-on-year[55] - The overseas business generated CNY 2.21 billion, down 21.61% year-on-year, primarily due to a decline in demand in the European photovoltaic and energy storage markets[55] - The domestic revenue was CNY 498 million, a significant drop of 45.90% year-on-year, attributed to the optimization of customer structure and control of low-margin business[55] - The overall gross margin for 2024 reached 35.73%, an increase of 4.22 percentage points compared to 2023[55] - The gross margin for overseas business was 39.36%, while the domestic business gross margin increased by 12.36 percentage points to 19.58%[55] Market and Industry Trends - In 2024, the global photovoltaic industry is expected to add 452GW of new installed capacity, a year-on-year increase of 32.2%, with China's contribution being 278GW, accounting for 61.5% of the global total[27] - The global photovoltaic inverter shipment volume has grown from 81.3GW in 2016 to 536.0GW in 2023, representing a compound annual growth rate of 30.92%, with Chinese manufacturers contributing over 50% of the total[27] - In 2024, the global battery energy storage system installed capacity is projected to exceed 205GWh, a year-on-year growth of 53%, with China holding a 59% share of the global total[29] - In 2024, India is expected to add 31.9GW of new photovoltaic capacity, while Pakistan is projected to reach 17GW, ranking fourth and fifth globally in new installed capacity[28] - The photovoltaic inverter industry is experiencing intensified competition, with both domestic and international players expanding capacity and market reach[101] Product Development and Innovation - The company’s photovoltaic inverters have a maximum conversion efficiency of 97.5% for residential applications, 98.5% for commercial applications, and over 99% for utility-scale applications[35] - The company has developed photovoltaic storage inverters with power ranges from 3kW to 20kW, suitable for various scenarios including residential and small commercial off-grid storage[36] - The company’s core products include photovoltaic grid-connected inverters, photovoltaic storage inverters, and storage batteries, with a focus on continuous technological innovation and industrial application[31] - The company is developing a new generation of off-grid application technology platforms to enhance product adaptability and market competitiveness[66] - The company aims to improve system initial investment and reduce product costs through the development of high-power photovoltaic storage inverters[66] - The company is expanding its product line to include smart and efficient photovoltaic inverters, adapting to the latest photovoltaic components and improving market share in the small power inverter segment[67] - The company is developing a second-generation high-efficiency intelligent energy storage inverter, which supports 100% unbalanced loads and quick switching between grid-connected and off-grid modes[67] - The company is working on a comprehensive smart solution for residential applications, addressing operational needs for equipment maintenance in domestic and international markets[67] - The company is enhancing product competitiveness through monitoring algorithms and reliable battery packaging, aiming to improve system adaptability and safety[67] Research and Development - The company has maintained a high R&D investment intensity at 10.04%, with total R&D expenditure amounting to CNY 272.21 million[53] - The company has a total of 500 R&D personnel, accounting for 31.99% of the total workforce[53] - The company has been recognized as a national high-tech enterprise since 2017 and has established a research center in collaboration with Huazhong University of Science and Technology[54] - The company has a total of 250 authorized patents, including 105 invention patents, showcasing its strong competitive edge in technology[54] - Research and development expenses decreased by 11.72% to ¥272,211,713.81, reflecting ongoing investment in new technologies[65] Governance and Compliance - The company has established a governance structure consisting of the shareholders' meeting, board of directors, supervisory board, and senior management, ensuring clear responsibilities and operational norms[105] - The board of directors comprises 9 members, including 3 independent directors, meeting legal and regulatory requirements[107] - The supervisory board consists of 3 members, including 1 employee representative, complying with legal standards[108] - The company has implemented a performance evaluation system with a remuneration and assessment committee to ensure transparency in the election of directors and appointment of senior management[109] - The company has maintained a transparent information disclosure system, ensuring all shareholders have equal access to information[110] - The company respects the rights of stakeholders and emphasizes social responsibility, promoting balanced interests among shareholders, employees, and society[112] - The company has confirmed no significant discrepancies between its governance practices and the regulations set by the China Securities Regulatory Commission[112] Environmental and Social Responsibility - The company has established a comprehensive environmental management system in compliance with ISO14001 standards, ensuring effective management of waste and emissions[165] - The company has implemented measures to reduce carbon emissions, including the establishment of a photovoltaic power station on idle rooftops[164] - The company emphasizes the importance of employee rights and welfare, ensuring a fair and compliant workplace[168] - The company is focused on building long-term strategic partnerships with suppliers to enhance supply chain sustainability[169] - The company is actively involved in rural revitalization efforts, leveraging advanced technology and past experience to improve local infrastructure and alleviate power supply pressures[172] Strategic Initiatives - The company plans to expand into developed photovoltaic markets in Germany, France, Japan, and South Korea, as well as emerging markets in the Middle East and South America[95] - The company is focused on becoming a leader in digital energy system solutions, emphasizing technology-driven innovation and global partnerships[94] - The company is committed to enhancing brand recognition and transitioning from product sales to brand marketing globally[95] - The company is actively managing foreign exchange risks through hedging strategies, focusing on avoiding speculative trading[86] Employee and Management - The total number of employees at the end of the reporting period is 1,563, with 546 in the parent company and 1,017 in major subsidiaries[148] - The company has a total of 2,858 employees receiving salaries during the reporting period[148] - The company has established a comprehensive salary management system to enhance employee motivation and align individual performance with corporate goals[150] - The company has not implemented any stock incentive plans or employee stock ownership plans during the reporting period[156] Related Party Transactions - The company reported a total approved transaction amount of 5 million yuan for related party transactions, with no actual transactions exceeding this amount[185] - The company has not engaged in any asset or equity acquisitions or sales during the reporting period[187] - There were no joint external investment related party transactions during the reporting period[188] - The company reported no related party debt or credit transactions during the reporting period[189] - There were no financial transactions with related financial companies during the reporting period[190]

一、募集资金情况概述 经中国证券监督管理委员会《关于同意深圳市首航新能源股份有限公司首次 公开发行股票注册的批复》（证监许可〔2025〕273 号）同意，深圳市首航新能 源股份有限公司（以下简称"公司"）首次公开发行人民币普通股（A 股）4,123.7114 万股，每股面值人民币 1.00 元，每股发行价格为 11.80 元，募集资金总额为 48,659.79 万元，扣除发行费用（不含税）之后实际募集资金净额 41,252.25 万元。 上述募集资金已于 2025 年 3 月 28 日划至公司指定账户，上会会计师事务所 （特殊普通合伙）已对公司本次发行的募集资金到位情况进行了审验，并出具了 《验资报告》（上会师报字（2025）第 3457 号）。 二、募集资金监管协议的签订情况及募集资金专户开立情况 证券代码：301658 证券简称：首航新能 公告编号： 2025-002 深圳市首航新能源股份有限公司 关于签订募集资金监管协议的公告 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。 为规范公司募集资金的存放、管理和使用，保护投资者的权益，根据《上市 公司监管指引 ...

| 301479 | 弘景光电 | 117.50 | 27.56 | 8.29 | | --- | --- | --- | --- | --- | | 002583 | 海能达 | 13.11 | 27.56 | 1.31 | | 300773 | 拉卡拉 | 25.55 | 27.21 | 20.01 | | 001356 | 富岭股份 | 15.07 | 27.09 | -5.81 | | 001382 | 新亚电缆 | 23.17 | 26.93 | 0.52 | | 835892 | 中科美菱 | 21.05 | 26.78 | 4.47 | | 600644 | 乐山电力 | 12.94 | 26.54 | 10.03 | | 920106 | 林泰新材 | 136.00 | 26.47 | 10.92 | | 603110 | 东方材料 | 19.10 | 26.46 | 1.60 | | 301629 | 矽电股份 | 175.18 | 26.20 | 1.85 | | 300605 | 恒锋信息 | 16.11 | 26.19 | -6.99 | | 300892 | 品渥食品 | 40.70 ...

一、担保情况概述 证券代码：301658 证券简称：首航新能 公告编号： 2025-001 深圳市首航新能源股份有限公司 关于公司为子公司提供担保的进展公告 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。 深圳市首航新能源股份有限公司（以下简称"公司"）分别于 2024 年 5 月 17 日、2024 年 6 月 6 日召开第二届董事会第四次会议、2023 年年度股东大会，审 议通过了《关于公司及子公司 2024 年度向金融机构申请综合授信、项目贷款额 度及提供担保额度预计的议案》，同意公司及控股子公司向银行等金融机构申请 总额不超过人民币 100 亿元的综合授信，同时公司与控股子公司之间、控股子公 司与控股子公司之间拟就上述申请综合授信事项相互提供担保，担保总额度不超 过 40 亿元等值人民币。上述申请综合授信及提供担保额度预计事项有效期自 2023 年年度股东大会审议通过之日起 12 个月。 二、担保进展情况 为满足子公司经营和业务发展需求，近日公司与兴业银行股份有限公司深圳 分行签署了《最高额保证合同》，为全资子公司广东首航智慧新能源科技有限公 司（以下 ...

作者：七佰 高质量增长密码：政策红利与技术溢价的共振效应 在全球能源结构加速向清洁化转型的浪潮中，光伏与储能产业正经历前所未有的结构性变革。据国际能源署（IEA）预测，2023-2030年全球光伏新增装机将 突破400GW/年，储能市场年均增速更将超过60%。 在这片万亿级蓝海中，深圳市首航新能源股份有限公司（以下简称"首航新能"）以创业板上市为契机（股票代码：301658.SZ），向资本市场展示了一套"硬 科技+全球化"的突围方案。 千亿赛道新王者：技术壁垒构建中国光储出海新范式 自2013年成立以来，首航新能始终聚焦光伏并网逆变器、光伏储能逆变器和储能电池的核心技术钻研创新。其最新推出的320kW组串式逆变器，以98.55% 的中国效率刷新行业纪录，较传统产品发电效率提升超2%。 在储能领域，首航新能源推出的PowerAll系列户用储能系统采用模块化设计，用户可根据实际需求以20kWh为单位灵活扩展电池容量。该系统搭载智能能量 管理系统（EMS），通过实时监测电池状态、优化充放电策略，实现了光伏发电与储能调度的毫秒级响应能力。 该"即插即用"解决方案在德国户用储能市场试点应用中表现突出，数据显示其可将用户 ...

Core Viewpoint - Shouhang New Energy has officially listed on the Shenzhen Stock Exchange with a significant price increase, highlighting its strong market position in the photovoltaic and energy storage sectors [1][10]. Business Performance - Since its establishment in 2013, Shouhang New Energy has developed a product portfolio that includes photovoltaic grid-connected inverters, photovoltaic energy storage inverters, and energy storage batteries, demonstrating a strategic foresight in the energy market [3]. - The company's revenue and net profit have shown consistent growth from 2021 to the first half of 2024, with revenues of 1.826 billion, 4.457 billion, 3.743 billion, and 1.469 billion yuan, and net profits of 187 million, 849 million, 341 million, and 131 million yuan respectively [3][4]. Market Trends - The global photovoltaic inverter shipment has increased from 81.3 GW in 2016 to 536.0 GW in 2023, with a compound annual growth rate of 30.92%, indicating a robust market demand [4]. - The energy storage inverter market is projected to grow significantly, with shipments expected to reach 151 GW in 2024, a year-on-year increase of 79.8%, and 1,773 GW by 2030, reflecting a compound annual growth rate of 53.3% from 2023 to 2030 [4]. Competitive Advantage - Shouhang New Energy maintains a gross margin of 31%-35% from 2021 to the first half of 2024, which is significantly higher than other domestic photovoltaic companies, showcasing its competitive edge in the global market [4]. - The company is well-positioned in a favorable market environment, benefiting from the increasing demand for both photovoltaic and energy storage solutions, which are complementary in the renewable energy sector [5][6]. Future Outlook - The listing of Shouhang New Energy comes at a favorable time, with positive signals emerging in the global photovoltaic industry, including a rebound in silicon prices and improved supply conditions [7]. - The company plans to utilize the raised capital for projects related to energy storage systems, new product development, research center upgrades, and marketing network expansion, indicating a clear growth strategy [8].

Group 1 - 18 companies listed on the ChiNext board have announced their first-quarter performance forecasts, with 14 expecting profit increases, 1 expecting profit, and 1 expecting a decline [1] - The median expected net profit growth for the companies forecasting profit increases is significant, with the highest being 568.02% for Hanyu Pharmaceutical [1] - The sectors represented include pharmaceuticals, electronics, automotive, environmental protection, and defense, indicating a diverse range of industries performing well [1] Group 2 - The company HanShuo Technology is forecasting a profit decline of 26% [2] - The latest closing price for HanShuo Technology is 54.02, with a year-to-date decline of 19.28% [2]

为更好地对母基金在中国资本市场里所发挥的重要作用进行系统研究，发挥政府出资产业投资 基金等的资源和战略优势，加强政府对社会资本的管理和引导，促进社会资本流向创新创业型 企业和实体经济，推动中国投资行业特别是母基金行业的健康发展， "中国国际科技促进会母 基金分会"（简称"科促会母基金分会"）成立。科促会母基金分会领导班子所在机构及参会机 构共8 2家，科促会母基金分会于每周二更新相关机构的一周资讯。 【内容提要】 1 . 这支省级引导基金招 GP 4 . 长江系 AIC基金又落一子 长江建源金岸（湖北）股权投资基金注册落地 5 . 深创投集团已投企业首航新能源登陆深交所创业板 01 这支省级引导基金招GP 根据省委十二届三次全会关于 "重构政府产业基金引导体系，打造千亿级母子基金集群"的部 署，根据《四川省政府产业投资引导基金管理委员会办公室关于同意首批子基金组建方案的批 复 》 （ 川 引 导 基 金 办 函 〔 2 0 2 4 〕 3 号 ） ， 四 川 省 先 进 制 造 投 资 引 导 基 金 （ 简 称 " 先 进 制 造 基 金"）拟联合社会资本组建设立四川省电子信息产业投资基金（简称"电子信息子 ...

近日，首航新能（301658.SZ）正式登陆深交所创业板，上市首日收40.65元/股，涨244.49%。公司此次IPO每股发行价格为11.80元，发 行股数4123.7114万股， 募集资金总额48659.79万元。 较公司此前公布过的35.12亿元的计划募资总额出现大幅缩水。 首航新能主营业务是新能源电力设备的研发、生产、销售及服务，主要产品包括光伏并网逆变器、光伏储能逆变器、储能电池等。 首航新能的IPO申请于2022年6月获得受理，2023年3月过会，此后直至2025年1月23日方才提交注册。首航新能的计划募集资金经历了较大 调整，2022年6月提交的第一版招股书显示为15.11亿元，折合每股发行价格16.25元。2022年11月更新财务资料后的版本则在募投项目中增 加了一项预计投资规模21亿元的首航储能系统建设项目，拟募集资金总额也随之升至35.12亿元，折合每股发行价格为37.77元，这也是首航 新能最终上会的发行募资方案。 在今年1月的注册稿中，首航新能将计划募资总额大幅减至12.11亿元，其中首航储能系统建设项目预计投入的募集资金从20亿元降至1亿元， 补充流动资金的金额从4.5亿元降至0.5亿 ...

插播 ：3000+精准目标用户群，构建用户侧储能项目示范、精品展示及采购对接平台，2025全球用户侧储能产业价值峰会暨应用示范展6月启幕！点击下 方" 阅读原文 "了解详情 储能行业迎上市热潮？首航新能昨日上市，正力新能今起招股： 2企上市 ■ 正力新能：香港 IPO 今起招股 根据公告，正力新能拟全球发售约 1.22 亿股 H 股 （香港占10%，国际占90%），另有约 15% 的超额配股权； 发售价为每股 8.27 港元，每手 买卖单位为 300 股；预期股份将于 4 月 14 日开始在香港联交所买卖。 正力新能募集净额约9.28亿港元， 80%用于产能扩张（2024年底电芯设计总产能为25.5GWh、目标2026年达 50.5GWh ）、10%研发投入、 10%补充营运资金。 据招股说明书 关键数 据，正力新能2024年储能业务承压、毛利率逆势提升： ·2024年储能收入为2.13亿元，同比下滑32.38%（2023年3.15亿元） ·储能销量下降了23.40% （2024年5 75.2MWh vs. 2023年751.0MWh） 首航新能（301658.SZ） ：4月2日登陆深交所创业板，首日收盘价4 ...