（文章来源：证券日报） 证券日报网讯 2月6日，欣旺达在互动平台回答投资者提问时表示，公司固态电池正处于研发阶段，进 展顺利，第一代、第二代半固态电池已实现规模化生产。公司严格按照相关法律法规的规定和要求履行 信息披露义务，如达到披露标准将及时公告。 ...

（文章来源：证券日报） 证券日报网讯 2月6日，欣旺达在互动平台回答投资者提问时表示，目前公司与各客户的合作顺利推 进，不存在订单暂停或调整的情况，亦不存在客户集中度风险。 ...

Company Announcements - Tongde Chemical's assets in Beijing have been frozen due to a financing lease contract dispute with Zhejiang Zhiyin Financial Leasing Co., Ltd. The company is in communication to resolve the issue while maintaining normal operations [3] - Jindi Co. plans to acquire 100% equity of Guangzhou Yuni Precision Co., Ltd. for 116 million yuan, focusing on precision stamping products for automotive applications [4] - XWANDA's subsidiary reached a settlement in a lawsuit involving 2.314 billion yuan, with an expected impact on the company's net profit of 500 million to 800 million yuan for 2025 [5] - Wantong Expressway intends to invest approximately 5.42 billion yuan in the renovation and expansion of the Lianhuo Expressway, with construction expected to start in 2026 [6] - ZTE Corporation plans to invest 200 million yuan in the Guangdong-Hong Kong-Macao Greater Bay Area Venture Capital Fund, which focuses on technology and manufacturing sectors [7] - Fawer Automotive Components has completed the relocation of its Chongqing factory, which will enhance production capacity to 4 million shock absorbers annually [8] - YHLO has been investigated by the China Securities Regulatory Commission for suspected information disclosure violations, but its operations remain normal [9] - Crystal Integrated plans to invest 2 billion yuan to acquire 100% equity of Anhui Jingyi Integrated Circuit Co., Ltd., focusing on advanced semiconductor manufacturing [10] - Dongtian Micro plans to invest 400 million yuan in a global R&D center and manufacturing headquarters in Dongguan [11] Performance Reports - New Hope reported a January sales revenue of 1.628 billion yuan from 1.1218 million pigs, a year-on-year decline of 10.03% [13] - Tianbang Foods achieved a January sales revenue of 674 million yuan from 682,000 pigs, with a year-on-year increase of 9.93% [14] - Guoji General reported a net profit of 58.5157 million yuan for 2025, a year-on-year increase of 45.71% [15] - Zhongtong Bus sold 1,231 vehicles in January, marking a year-on-year growth of 35.72% [16] - Kunming Pharmaceutical Group reported a net profit of 350 million yuan for 2025, a year-on-year decline of 46% [17] - Focus Technology achieved a net profit of 504 million yuan for 2025, a year-on-year increase of 11.73% [18] - China Shipbuilding Special Gas reported a net profit of 347 million yuan for 2025, a year-on-year increase of 12.92% [20] Shareholding Changes - Lushan New Materials' controlling shareholder plans to reduce its stake by up to 3% [22] - Zhongji United's two directors plan to reduce their holdings by up to 0.91% [23] - Dajia Weikang's controlling shareholder plans to reduce its stake by up to 3% [24] - Hu Silicon Industry's National Integrated Circuit Industry Investment Fund plans to reduce its stake by up to 3% [25] Major Contracts - Chuangyuan Technology's subsidiary is a recommended candidate for a National Grid project with a pre-bid amount of 94.7672 million yuan [27]

Core Viewpoint - Xiwanda and Geely's subsidiary reached a settlement in a lawsuit regarding battery quality issues, which reflects a commitment to supplier quality management and user rights [1][2]. Group 1: Legal Settlement - Xiwanda Power Technology and Weirui Electric reached a settlement during the first trial phase, with Weirui agreeing to withdraw the lawsuit after the settlement agreement takes effect [1]. - The lawsuit claimed that Xiwanda Power delivered battery cells with quality issues from June 2021 to December 2023, resulting in losses for Weirui Electric amounting to 2.314 billion yuan [2]. - The settlement agreement stipulates that both parties will share the costs related to replacing battery packs based on actual expenses, with Xiwanda Power required to pay Weirui Electric a remaining amount of 608 million yuan after deducting previously incurred costs [2][3]. Group 2: Financial Impact - The settlement is expected to impact Xiwanda's net profit for 2025 by 500 million to 800 million yuan, considering provisions for warranty and the realizable value of the battery packs involved [4]. - For the first three quarters of 2025, Xiwanda reported a net profit attributable to shareholders of 1.405 billion yuan, reflecting a year-on-year increase of 15.94% [4][5]. Group 3: Market Position and IPO - Xiwanda is currently applying for an IPO in Hong Kong, having submitted its application to the Hong Kong Stock Exchange on July 30, 2025, and updated its application on January 30, 2026 [6][8]. - In 2025, Xiwanda ranked sixth among domestic power battery companies, with a market share of 3.17% in battery installations [6][7].

2025年末，吉利汽车旗下一公司曾以欣旺达子公司交付的电芯存在质量问题，并造成损失为由，向后者 提起诉讼并索赔23亿元，此事近期迎来新进展。2月6日，欣旺达及涉事子公司欣旺达动力同步发布公告 称双方已达成和解。 2月6日盘后，欣旺达动力在公众号发布的《关于欣旺达动力与威睿达成和解的声明》显示，此前，威睿 电动汽车技术（宁波）有限公司（以下简称"威睿公司"）与欣旺达动力科技股份有限公司（以下简 称"欣旺达动力"）因合同执行纠纷引发诉讼，双方经充分沟通与友好协商已达成和解，欣旺达同步发布 的公告《关于子公司重大诉讼进展暨签订的公告》显示，双方在一审阶段达成和解，原告将在《和解协 议》生效后撤回起诉，预计对上市公司2025年归母净利润的影响为5亿元至8亿元。 公告披露的和解内容显示，双方同意对于更换动力电池包相关的费用按照实际成本进行认定，根据实际 发生金额经双方核对后确认，双方商定按比例分担该实际发生金额，同时，事件处理后的相关电池包全 部归欣旺达动力所有。 具体而言，对于截至2025年12月31日已经实际发生的成本费用金额，综合考虑各种因素及双方核算的结 果，扣除欣旺达动力已实际承担的金额后，欣旺达动力应向威睿 ...

Core Viewpoint - Xiwanda Electronics Co., Ltd. announced that its wholly-owned subsidiary, Xiwanda Power Technology Co., Ltd., reached a settlement agreement with Weir Electric Vehicle Technology (Ningbo) Co., Ltd. regarding a significant sales contract dispute, leading to the withdrawal of the lawsuit by Weir Electric [1][3]. Group 1: Settlement Agreement Details - The agreement stipulates that all costs related to the replacement of power battery packs will be calculated based on actual costs and shared according to an agreed ratio, with all related battery packs belonging to Xiwanda Power after the resolution [3]. - Xiwanda Power is required to pay Weir Electric a remaining amount of 608 million yuan after deducting the costs already borne by Xiwanda Power, with a payment schedule extending over five years [3]. - The payment plan includes specific percentages to be paid in each year from 2026 to 2030, with 60% due in 2026 and the remaining balance to be settled by 2030 [3]. Group 2: Background and Industry Context - The dispute originated from a lawsuit filed by Weir Electric in December 2025, claiming damages of 2.314 billion yuan due to quality issues with battery cells delivered between June 2021 and December 2023 [4]. - Geely Electric, a subsidiary of Geely Holding Group, is a key player in the new energy vehicle sector, focusing on the development and manufacturing of core components such as power batteries and electric drive systems [4]. - Geely has adopted a multi-faceted strategy in the new energy sector, with plans to launch its self-developed all-solid-state battery by 2026 [5]. - In 2025, Geely's total sales reached 4.116 million units, a 26% increase year-on-year, with new energy vehicle sales growing by 58%, achieving a penetration rate of 56% [6].

作者 | 周智宇 去年底，吉利控股旗下的威睿电动一纸诉状将欣旺达告上法庭，因电芯质量纠纷索赔高达23亿元。这一 数额打破了国内电池供应链索赔的纪录。 这场博弈终于在近期迎来了转机。华尔街见闻2月6日获悉，欣旺达子公司欣旺达动力已与吉利旗下的威 睿电动达成和解，这场标价23亿元的赔偿起诉书将正式进入撤诉程序。欣旺达需要支付的金额从23亿变 成了约6.08亿元。 去年底，吉利旗下的威睿电动指控欣旺达动力，认为其供应的电芯存在严重质量缺陷。 如果官司打到底，对于双方都无益。23亿元的赔偿额相当于欣旺达两年的净利润，华尔街见闻也从产业 链人士处了解到，在威睿电动索赔后，部分采购欣旺达产品的主机厂，也处于观望状态。对于吉利而 言，旷日持久的法庭辩论对品牌形象并无益处。 这也就有了此次和解。根据最新的和解协议，双方同意对更换电池包产生的开支按实际金额认定，并按 约定比例承担。针对2025年底前已发生的成本，欣旺达在扣除已付金额后，需支付剩余的6.08亿元。这 部分资金也不是一次付清，而是分5年结算。2026年支付60%，随后逐年支付10%，直到2030年结清。 替换下来的旧电池包资产全部归欣旺达所有，为其后续的梯次利用或 ...

智通财经记者 | 高菁 欣旺达(300207.SZ)与吉利威睿和解了。 2月6日，欣旺达公告宣布，子公司欣旺达动力科技股份有限公司(下称欣旺达动力)与威睿电动汽车技术 (宁波)有限公司(下称威睿电动)在一审阶段达成和解，威睿电动将在和解协议生效后三个工作日内撤回 起诉。 欣旺达动力称，此次双方签订和解协议，妥善解决业务纠纷，既最大程度保护消费者利益，又符合行业 健康发展大局。 去年12月底，威睿电动向浙江省宁波市中级人民法院提起诉讼，要求欣旺达动力履行支付赔偿金等款项 的义务，索赔金额达23.14亿元。其提出的诉讼理由是，欣旺达动力于2021年6月至2023年12月期间，向 威睿电动交付的电芯存在质量问题并给威睿电动造成损失。 这近乎欣旺达两年净利润。2023-2024年，欣旺达净利润累计为25.44亿元。 彼时，欣旺达方面曾向智通财经表示，根据公司自身的调查结论，并不认为相关质量问题源于电芯。 成立于1997年的欣旺达，是国内二线锂离子电池制造商。据中国汽车动力电池产业创新联盟数据，2025 年，欣旺达国内动力电池装车量达24.35 GWh，市场份额为3.17%，排名国内第六位。 威睿电动隶属于吉利控股集团 ...

Core Viewpoint - The Chinese energy storage lithium battery market is expected to experience significant growth in 2025, with a shipment volume of 630 GWh, representing an 85% year-on-year increase, and maintaining over 90% of the global market share [1][4]. Group 1: Market Growth Drivers - The growth is driven by three main factors: the gradual exit of mandatory storage policies and the acceleration of independent storage projects in the domestic market, transitioning the industry from "passive configuration" to "active investment" [4]. - The overseas market is boosted by the U.S. installation surge, demand release in emerging markets, and the end of inventory depletion in overseas household storage, leading to strong order growth [4]. - New application scenarios, such as data centers, are contributing to the continuous increase in demand for energy storage cells [4]. Group 2: Competitive Landscape - The top 10 companies in China's energy storage lithium battery shipments for 2025 include CATL, BYD, Hicharge, EVE Energy, and others, which also rank among the top globally [1][2]. - The competition in the household storage lithium battery market in 2025 will focus on specialized production capacity and large-scale delivery capabilities, solidifying the market share and industry position of leading companies [5]. Group 3: Future Trends - In 2026, the household storage lithium battery market is expected to see a relaxation of capacity constraints, with the establishment of a dual mainline product matrix as 100Ah and 314Ah cells become standard options [4][5]. - The global supply chain layout is accelerating, with localized production becoming a key strategy to address trade barriers and raw material sourcing requirements in overseas markets [5]. - The penetration rate of large capacity cells (500+ Ah) is projected to exceed 20% in 2026, with most manufacturers expected to achieve mass production by the second half of the year [9]. Group 4: Market Projections - The energy storage battery market is anticipated to maintain a high growth trend into 2026, with an expected shipment of over 850 GWh, although capacity pressure will remain significant in the first half of the year [8][11]. - The price of energy storage cells is projected to increase by approximately 3-6 cents per Wh due to rising costs of key raw materials, which will be passed down to downstream procurement costs [12].

预计影响净利5-8亿元。 作者 | 张睿 编辑 | 志豪 欣旺达将至少向吉利支付剩余金额6.08亿！双方达成和解。 车东西2月6日消息，今日，欣旺达电子股份有限公司发布关于子公司重大诉讼进展暨签订《和解协议》的公告。 公告显示，欣旺达电子股份有限公司（以下简称"欣旺达"）的子公司欣旺达动力科技股份有限公司（以下简称"欣旺达动力"） 与吉利控股集团旗下子公 司威睿电动汽车技术（宁波）有限公司（以下简称"威睿"）在一审阶段达成和解，威睿将在《和解协议》生效后撤回起诉。 1、双方同意对于更换动力电池包相关的费用按照实际成本进行认定，根据实际发生金额经双方核对后确认，双方商定按比例分担该实际发生金额。同 时，事件处理后的相关电池包全部归欣旺达动力所有。 2、对于截至2025年12月31日（涵盖了威睿起诉前的全部实际发生金额）已经实际发生的成本费用金额，综合考虑各种因素及双方核算的结果，扣除欣旺 达动力已实际承担的金额后，欣旺达动力应向威睿支付的剩余金额为6.08亿元；对于2025年12月31日之后实际发生的成本费用金额，双方按协议约定比例 分担；事件处理后的相关电池包全部归欣旺达动力所有。 3、按照国家相关主管机构的 ...