Financial Performance - The company reported a basic earnings per share of 0.0469 yuan, compared to a loss of 0.041 yuan in the previous year, marking a significant recovery[22]. - The diluted earnings per share also stood at 0.0469 yuan, reflecting the same trend as the basic earnings per share[22]. - The company's operating revenue for 2024 reached ¥3,938,173,254.59, representing a 6.3% increase compared to ¥3,704,624,772.77 in 2023[23]. - The net profit attributable to shareholders was ¥78,142,002.85, a significant recovery from a loss of ¥68,515,325.98 in the previous year[23]. - The net cash flow from operating activities increased by 48.99% to ¥516,095,255.45, up from ¥346,385,832.46 in 2023[23]. - The total assets at the end of 2024 were ¥8,930,471,708.22, reflecting a 1.53% increase from ¥8,795,791,944.34 in 2023[23]. - The company's net assets attributable to shareholders increased by 1.32% to ¥2,747,650,588.38 compared to ¥2,711,829,504.50 at the end of 2023[23]. - The basic earnings per share after deducting non-recurring gains and losses was ¥0.0036, recovering from a loss of ¥0.053 in 2023[25]. - The weighted average return on net assets increased to 2.85%, up by 5.37 percentage points from -2.52% in the previous year[25]. - The company reported a significant increase in government subsidies, with other income rising by 19.18% to ¥53,834,624.80 compared to ¥45,170,983.91 in 2023[27]. Operational Highlights - The company's inventory decreased by 24.61% to ¥258,628,640.71, primarily due to a reduction in raw material inventory[26]. - The operating costs for 2024 were ¥3,367,886,712.26, a slight increase of 0.75% from ¥3,342,841,476.12 in 2023, attributed to increased sales volume[27]. - The nickel battery business maintained stable growth, with increased sales driven by HEV model sales[37]. - The company expanded its mining capacity, increasing the annual production scale of lithium carbonate from 50,000 tons to 400,000 tons, enhancing profitability[39]. - The consumer lithium battery sales revenue significantly increased, with a gross margin improvement of 4.03% compared to the previous year[40]. - The company successfully developed 18 new products for existing customers and expanded its customer base by 12 new clients in the consumer battery segment[40]. - The company achieved a sales volume of 2.4622 million square meters for HEV nickel foam, representing a year-on-year increase of 6.5%, with sales revenue of approximately 233 million yuan, a decrease of 4.9%[60]. - Sales revenue for HEV positive and negative electrode plates reached approximately 1.248 billion yuan, with a year-on-year decrease of 3.7%[60]. Strategic Initiatives - The company is actively exploring new business areas, including hydrogen production and various battery technologies, to diversify its product offerings[38]. - The company established a 2 billion fund for the energy storage industry in collaboration with Zhongchuang Xinhang Technology Group, aimed at investing in independent energy storage projects and enhancing business development across the industry chain[42]. - The company has achieved 100% online management of human resources processes through its OA system and has digitized the records of over 2,400 employees in the EHR system, significantly improving operational efficiency[43]. - The company plans to continue expanding its lithium battery and consumer battery segments, leveraging increased demand in these areas[76]. - The company is establishing a large energy storage ecological innovation consortium to create a complete commercial closed-loop model encompassing R&D, investment, construction, and operation[120]. Market Outlook - In 2024, China's lithium battery production is projected to reach 1,170 GWh, a year-on-year increase of 24%, with the total industry output value exceeding 1.2 trillion yuan[46]. - The global demand for nickel is expected to grow by 8.02% in 2024, with a total demand of 3.64 million tons, supported by military orders in the alloy sector[45]. - The global energy storage battery shipment is anticipated to reach 369.8 GWh in 2024, representing a year-on-year growth of 64.9%, with Chinese companies accounting for 93.5% of the total shipments[48]. - The company’s new energy vehicle sales reached 12.89 million units in 2024, reflecting a year-on-year growth of 34.4%, with new energy vehicles making up 40.9% of total vehicle sales[52]. - The company aims to return to its core business of battery and materials, fully implementing a large-scale energy storage strategy[119]. Governance and Compliance - The company received a standard unqualified audit report from its accounting firm[5]. - The board of directors confirmed that all members attended the meeting, ensuring accountability for the report's accuracy[4]. - The company adheres to information disclosure regulations, ensuring the accuracy and timeliness of disclosed information[133]. - The governance structure is robust, with independent oversight and effective communication channels established for shareholder engagement[130]. - The company has established specialized committees under the board, including audit, nomination, remuneration, and strategy committees, to enhance governance[150]. Environmental Responsibility - The company invested 81.89 million yuan in environmental protection during the reporting period[175]. - The company has established environmental protection mechanisms and complies with relevant discharge standards[175]. - The company reported no instances of exceeding pollutant discharge limits during the reporting period[176]. - The company has implemented measures to ensure compliance with environmental regulations and standards[176]. - The company has established multiple pollution control facilities, including a wastewater treatment station and various gas treatment systems, all operational since 2023[188].

Revenue and Profitability - Revenue for Q1 2025 reached ¥886,507,493.21, an increase of 39.20% compared to ¥636,869,427.09 in the same period last year[4] - Net profit attributable to shareholders was ¥36,947,949.05, reflecting a growth of 9.50% from ¥33,741,569.94 year-on-year[4] - Basic and diluted earnings per share increased by 10% to ¥0.022 from ¥0.020 in the previous year[6] - Total operating revenue for Q1 2025 reached ¥886,507,493.21, an increase of 39.1% compared to ¥636,869,427.09 in Q1 2024[19] - The net profit for Q1 2025 was 26,836,865.17, an increase from 24,190,337.91 in Q1 2024, representing a growth of approximately 10.9%[20] - Operating profit for Q1 2025 reached 29,230,080.71, compared to 21,378,577.51 in Q1 2024, indicating a significant increase of about 36.5%[20] - Total comprehensive income for Q1 2025 was 35,563,883.14, up from 15,308,397.16 in Q1 2024, reflecting a growth of approximately 132.5%[21] Cash Flow and Liquidity - Net cash flow from operating activities improved significantly to ¥221,299,309.75, compared to a negative cash flow of ¥118,664,676.90 in the same period last year[4] - Cash flow from operating activities for Q1 2025 was 221,299,309.75, a turnaround from a negative cash flow of -118,664,676.90 in Q1 2024[25] - Cash and cash equivalents as of March 31, 2025, were ¥2,085,198,041.80, up from ¥1,648,006,768.24 at the end of 2024, representing a growth of 26.5%[13] - Cash and cash equivalents at the end of Q1 2025 totaled 1,725,091,785.77, compared to 1,097,154,643.76 at the end of Q1 2024, marking an increase of about 57.2%[26] - The total cash inflow from financing activities in Q1 2025 was 1,688,065,603.78, compared to 1,197,407,794.99 in Q1 2024, indicating an increase of approximately 40.9%[25] - The company recorded a net cash outflow from investing activities of -56,299,638.04 in Q1 2025, an improvement from -103,347,106.13 in Q1 2024[25] Assets and Liabilities - Total assets at the end of the reporting period were ¥9,358,359,697.61, up 4.79% from ¥8,930,471,708.22 at the end of the previous year[6] - Total assets increased to ¥9,358,359,697.61 as of March 31, 2025, compared to ¥8,930,471,708.22 at the end of 2024, marking a rise of 4.8%[16] - Total liabilities rose to ¥6,389,178,516.90 as of March 31, 2025, compared to ¥5,752,227,849.77 at the end of 2024, an increase of 11.1%[15] Shareholder Information - Shareholders' equity attributable to shareholders increased by 2.06% to ¥2,804,368,133.69 from ¥2,747,650,588.38[6] - The total number of ordinary shareholders at the end of the reporting period was 78,787[10] Operating Costs and Expenses - Total operating costs for Q1 2025 were ¥885,331,560.54, up from ¥645,589,097.44 in Q1 2024, reflecting a rise of 37.1%[19] - Operating costs included ¥750,893,310.80 in cost of goods sold for Q1 2025, compared to ¥536,075,672.93 in Q1 2024, indicating a 40% increase[19] - Research and development expenses for Q1 2025 were ¥11,163,614.04, down from ¥16,313,911.87 in Q1 2024, a decrease of 31.5%[19] - The company reported interest expenses of 33,664,801.59 in Q1 2025, an increase from 28,190,437.60 in Q1 2024, which is an increase of about 19.5%[20] Non-Recurring Items - Non-recurring gains and losses amounted to ¥5,035,572.18, with government subsidies contributing ¥6,600,000.89[7] Return on Equity - The weighted average return on equity rose to 1.33%, an increase of 0.09 percentage points from 1.24%[6] Borrowings - The company’s short-term borrowings increased to ¥1,848,637,220.87 as of March 31, 2025, compared to ¥1,718,722,880.59 at the end of 2024, an increase of 7.6%[15] Company Performance - The company reported a net loss of ¥238,445,465.46 for Q1 2025, an improvement from a loss of ¥275,393,414.51 in Q1 2024[16] - The increase in revenue was primarily driven by growth in nickel battery, consumer battery, and energy storage businesses[8]

1. Report Industry Investment Rating - No relevant content found 2. Core View of the Report - The consumption of lithium carbonate has not received clear policy support, and the futures and spot markets still lack positive factors. The lithium carbonate market remains in a state of continuous inventory accumulation [1]. 3. Summary by Relevant Catalogs 3.1 Daily Market Summary - On April 25, the lithium carbonate futures fluctuated narrowly below 70,000 yuan. The main contract LC2507 closed at 68,180 yuan/ton, down 0.18% from the previous trading day's close. The spot price of lithium carbonate was loose and fluctuated at a low level, with the average transaction price of battery-grade lithium carbonate down 100 yuan/ton from the previous trading day [1]. - According to SMM data, the weekly output of lithium carbonate in the week of April 25 was 16,900 tons, a 2.81% decrease from the previous week, but still at a relatively high historical level. As of the week of April 25, the weekly inventory of lithium carbonate was 131,864 tons, a 0.20% increase from the previous week. Meanwhile, the weekly output of lithium iron phosphate batteries was 17.37 GWh, a 10.71% increase from the previous week [1]. - According to the Passenger Car Association, from April 1 - 20, the retail sales of the new energy vehicle market increased by 20% year-on-year but decreased by 11% month-on-month. The wholesale of new energy vehicles by national passenger car manufacturers increased by 23% year-on-year but decreased by 7% month-on-month [1]. 3.2 Lithium Carbonate Price Monitoring - **Futures Data**: The main contract price of lithium carbonate decreased from 68,300 yuan/ton on April 24 to 68,180 yuan/ton on April 25, a decrease of 120 yuan/ton or 0.18%. The open interest of the main contract increased by 4,914 lots to 217,370 lots, a 2.31% increase. The trading volume increased by 3,793 lots to 108,177 lots, a 3.63% increase. The number of lithium carbonate futures warehouse receipts increased by 240 to 31,795, a 0.76% increase [3]. - **Spot Data**: The market price of battery-grade lithium carbonate remained unchanged at 69,600 yuan/ton on April 25 compared to April 24. The market price of lithium spodumene concentrate and lithium mica concentrate remained unchanged at 790 yuan/ton-degree and 930 yuan/ton-degree respectively. The price of lithium hexafluorophosphate decreased by 200 yuan/ton to 57,800 yuan/ton, a 0.34% decrease. The prices of power-type ternary materials and power-type lithium iron phosphate decreased slightly [5]. - **Weekly Data**: The capacity utilization rate of lithium carbonate decreased by 0.1 percentage points to 62.6%. The weekly output of lithium carbonate decreased by 488 tons to 16,900 tons, a 2.81% decrease. The output of lithium iron phosphate batteries increased by 1.68 GWh to 17.37 GWh, a 10.71% increase. The inventory of lithium carbonate increased by 259 tons to 131,864 tons, a 0.20% increase [5]. 3.3 Industry Dynamics and Interpretation - **Spot Market Quotations**: On April 25, the spot price of battery-grade lithium carbonate was reported at 68,200 - 71,400 yuan/ton, with an average price of 69,800 yuan/ton, down 100 yuan/ton from the previous trading day [6]. - **Downstream Consumption**: From April 1 - 20, the retail sales of the national passenger car new energy market were 478,000 units, a 20% year-on-year increase but an 11% month-on-month decrease. The wholesale of new energy vehicles by national passenger car manufacturers was 530,000 units, a 23% year-on-year increase but a 7% month-on-month decrease [7]. - **Industry News**: Kodal Minerals' Bougouni lithium project in southern Mali is nearing completion, and it has produced over 11,000 tons of lithium spodumene concentrate. Trump announced a 25% tariff on imported cars, which took effect on April 2. Tianhua New Energy's subsidiary obtained a mining license for a ceramic clay (lithium-containing) mine. Sibanye Stillwater terminated its lithium project in Nevada. China discovered a 2,800-kilometer lithium deposit, increasing its global lithium reserves share from 6% to 16.5%. Keliyuan's Yichun lithium mine expanded its production capacity [8][9][10]. 3.4 Industrial Chain Data Charts - The report includes multiple charts showing the price trends of lithium carbonate futures, battery-grade and industrial-grade lithium carbonate, lithium concentrate, lithium hexafluorophosphate, ternary precursors, ternary materials, lithium iron phosphate, as well as the inventory, output, and capacity utilization rate of lithium carbonate, and the output of batteries [11][17][19].

4月21日晚间，科力远（600478）披露2025年股票期权激励计划草案。科力远表示，随着锂电材料和大 储能业务加速推进，公司为吸引和留住核心优秀人才，加快技术创新与业务拓展，特制定并推出激励计 划。根据业绩考核目标，2027年度，科力远营业收入不低于100亿元或净利润不低于3.50亿元。 激励人才，143位核心骨干获授6230万股 根据草案，科力远本次激励计划授予股票期权总额不超过8300万份，占本激励计划公告时公司股本总额 的4.98%；首次授予股票期权不超过7800万份，首次及预留授予的股票期权的行权价格为3.87元/股。 公告显示，科力远秉持"激励与约束对等"、"重点激励，有效激励"的原则制定并推出激励计划，首次授 予的激励对象不超过154人，包括董事、高级管理人员以及核心业务骨干等董事会认为应当激励的其他 人员，涉及面较广。在董事、高管之外，科力远董事会认为应当激励的核心骨干和其他人员达到143 人，获授股份占授予总量的75.06%，约为6230万股。 围绕本次激励计划，科力远设定了较高的公司层面业绩考核目标。其中，2025年度，科力远营业收入不 低于50亿元或净利润不低于1.50亿元；2026年度 ...

■ 1.6GWh！海南3个储能项目签约 4月14日至16日，投资中国·2025海南自由贸易港全球产业招商大会在海口举行。大会期间， 海南三个市县签约了储能项目，合计签约规模 1600MWh。 其中，屯昌县成功签约12个项目，签约金额高达52.1亿元。其中包括海南屯昌恒能世纪新能源200MW/800MWh独立共享储能电站项目，投资达 8.5亿元，拟采用成熟的磷酸铁锂电池作为储能介质，采用预制舱式组装。 插播 ：TOP10花落谁家？2024-2025用户侧储能项目TOP10榜单征集进行时，点击 上方二维码 进行申报 近期，又有多项储能项目合作签约，规模近 7GWh ，覆盖保加利亚、英国、日本等地区，涉及光储项目、长时储能项目等。 昌江黎族自治县成功签约12个项目，签约金额达52.1亿元。其中包括国家电投海南昌江零碳一号100MW/400MWh新型储能项目。 万宁共完成了9个项目的签约。其中包括海南佳正万宁200MW/400MWh独立储能项目。 ■ 科力远：与金融机构签订合作协议 4月15日，科力远参加河北省 2025重大能源项目政银企研对接洽谈会 。会议上， 多家银企代表和校企代表签订了框架合作协议 。 据科力远 ...

2025年4月10日至12日，第十三届储能国际峰会暨展览会在北京首都国际会展中心盛大举行。 融和 元储以"新势新运营，以AI赋能共生储新生态"为主题，携技术升级、生态合作、行业洞察三大亮点 闪耀展会，向行业展示储能运营的升级路径。 "在136号文发布后，越来越多的区域市场将逐步进入连续结算试运行阶段，电能量市场和电力辅助 服务市场也正逐步向储能敞开大门。这无疑为储能运营带来了更广阔的市场机遇。"她在演讲中表 示，"截止2024年底，融和元储累计运营资产规模已超5.5GWh，为我们在AI模型深度发展的背景下 迎来了新的突破，积累的AI电力市场交易、策略耦合优化、策略偏差诊断等运营核心技术支撑融和 元储业务快速发展，不断为客户创造高收益、低风险的资产增值新范式"。 洞见未来——全球运营商大会定义运营新范式 "融和·白泽"数智平台是融和元储基于深度技术积累和行业需求理解所打造的一款数智软件平台。该 平台旨在通过智能化的手段，提升储能系统的运营效率和管理水平，为用户提供更加高效、可靠的 能源解决方案。目前，融和元储已在平台上私有化部署了AI大模型，并通过与AI技术的深度融合， 搭载预测分析算法，系统能够实现自动化预测 ...

1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints of the Report - On April 7th, the lithium carbonate futures fluctuated continuously. The main contract LC2505 closed at 71,060 yuan/ton, down 2.87% from the previous trading day's close. The spot price of lithium carbonate continued to fluctuate within a narrow range, with the average transaction price of battery - grade lithium carbonate down 1,300 yuan/ton from the previous trading day [1]. - Last week, the weekly production of lithium carbonate continued to decline but remained at a high level. The weekly production of downstream terminals continued to recover, but the entire market still faced significant inventory pressure. Meanwhile, the registration speed of new lithium carbonate warehouse receipts was slow, increasing the pressure on the circulation market [1]. - In the futures market, affected by tariff factors, the LC2505 contract of lithium carbonate futures tested the 70,000 - yuan integer mark and then rebounded, remaining relatively strong in the overall market. The cost support at the lower level was tested periodically [2]. 3. Summary by Directory 3.1 Daily Market Summary - On April 7th, the main contract LC2505 of lithium carbonate futures closed at 71,060 yuan/ton, down 2.87% from the previous trading day. The average transaction price of battery - grade lithium carbonate in the spot market was down 1,300 yuan/ton from the previous day [1]. - From March 28th, the weekly production of lithium carbonate was 17,318 tons, a 3.50% decrease from the previous week. As of March 14th, the weekly inventory of lithium carbonate was 127,910 tons, a 1.20% increase. The weekly production of lithium iron phosphate batteries was 14.48 GWh, a 6.94% increase [1]. - From March 1st - 31st, the retail sales of the new - energy vehicle market increased by 39% year - on - year and 44% month - on - month. The wholesale of new - energy vehicles by national passenger car manufacturers increased by 40% year - on - year and 36% month - on - month [1]. 3.2 Lithium Carbonate Price Monitoring | Indicator | April 3rd | April 7th | Change | Change Rate | | --- | --- | --- | --- | --- | | Lithium carbonate main contract price (yuan/ton) | 73,160 | 71,060 | - 2,100 | - 2.87% | | Basis (yuan/ton) | 940 | 2,740 | 1,800 | - | | Main monthly spread (05 - 07) (yuan/ton) | - 300 | - 220 | 80 | - | | Cancellation monthly spread (07 - 08) (yuan/ton) | - 1,320 | - 1,060 | 260 | - | | Main contract positions (lots) | 199,448 | 179,831 | - 19,617 | - 9.84% | | Main contract trading volume (lots) | 81,717 | 154,107 | 72,390 | 88.59% | | Lithium carbonate futures warehouse receipts (sheets) | 24,603 | 27,023 | 2,420 | 9.84% | [3] 3.3 Industry Dynamics and Interpretation - **Spot market quotation**: On April 7th, the spot price of battery - grade lithium carbonate was 71,000 - 74,200 yuan/ton, with an average price of 72,600 yuan/ton, down 1,300 yuan/ton from the previous day [7]. - **Downstream consumption situation**: From March 1st - 31st, the retail sales of the national passenger car new - energy market were 988,000 vehicles, a 39% year - on - year increase and a 44% month - on - month increase. The cumulative retail sales this year were 2.414 million vehicles, a 37% year - on - year increase. The wholesale of national passenger car manufacturers was 1.13 million vehicles, a 40% year - on - year increase and a 36% month - on - month increase. The cumulative wholesale this year was 2.849 million vehicles, a 44% year - on - year increase [8]. - **Industry news**: - On March 26th, local time, US President Trump signed an executive order to impose a 25% tariff on all imported cars, effective April 2nd [9]. - On March 20th, Tianhua New Energy announced that its subsidiary obtained a mining license for a ceramic clay (lithium - containing) mine with an annual production scale of 9 million tons [10]. - On February 26th, South African mining giant Sibanye Stillwater terminated its lithium mine development project in Nevada, USA [10]. - China discovered a 2,800 - kilometer - long world - class spodumene - type lithium metallogenic belt, which is expected to increase China's lithium reserves from 6% to 16.5% of the global total [10]. - Keliyuan's Yichun lithium mine completed expansion and换证, with the mining and beneficiation scale increasing from 50,000 tons/year to 400,000 tons/year [11]. - Recently, relevant departments issued a notice to promote the use of new - energy vehicles in central and state - owned agencies [11]. 3.4 Industrial Chain Data Charts The report provides multiple data charts, including the main contract and basis of lithium carbonate futures, the prices of battery - grade and industrial - grade lithium carbonate, the monthly spreads of lithium carbonate futures main contracts, the prices of lithium concentrates, the prices of lithium hexafluorophosphate and electrolytes, etc. These charts visually display the price trends, production, inventory, and other data of lithium carbonate and related products in the industry [12][19][21]

Core Insights - The article highlights a significant trend in the energy storage industry characterized by "international cooperation, capacity expansion, and intensive project implementation" with over 30 leading companies reporting positive developments [1] Group 1: Energy Storage Orders - Trina Storage collaborates with Pacific Green to advance a 250MW/500MWh storage project in Australia [3] - Nandu Power wins a 120 million RMB contract for lithium battery equipment procurement for a major data center in the USA [3] - Kunyu Power provides over 2GWh storage system solutions to Turkey's Mensis Enerji [3] - Sungrow secures a contract for approximately 500MWh of storage systems in Japan [3] - JinkoSolar signs a deal for a 25MWh liquid-cooled storage system in Thailand and another for a 66.5MWh storage system in Germany [3] Group 2: Capacity Expansion - Zhongxin Innovation launches the industry's first zero-carbon AI super factory in Portugal, aiming for a production capacity of 15GWh by 2027 with an investment of approximately 2 billion euros [5] - Haibo Shichuang's second phase of the intelligent manufacturing base in Gansu's Jiuquan City has commenced [5] - Zhongneng Ruixin's 30GWh storage battery project has entered the trial assembly phase, expected to be completed by 2026 [5] - Chengdu Telongmei's project for an annual production capacity of 2.5GW of storage inverters has started [5] Group 3: Strategic Collaborations - Trina Solar partners with Nanyang Technological University in Singapore for technology cooperation in energy management [7] - CATL collaborates with China Energy Conservation to innovate in new energy materials and storage technology [7] - Kunyu Power signs a strategic cooperation agreement with Spain's Exera to enhance their storage business in Europe [7] - Haier New Energy and Amara Nzero from Spain agree to collaborate on storage module development and financing [7] Group 4: Capital Trends and Strategic Layouts - Envision Energy becomes the first company in China to receive the GB 44240-2024 certification for lithium battery safety [8] - Foxconn's new headquarters and R&D center project focuses on emerging industries including energy storage [8] - Sichuan Energy Development Group is established with a registered capital of 31 billion RMB, formed through the strategic reorganization of provincial state-owned enterprises [8] - JA Solar's board approves a proposal for an H-share listing in Hong Kong [8] - Qianfan Wing Digital Energy completes its first round of financing, aimed at overseas certification and product development [8] Group 5: Project Developments - Pengcheng Unlimited's 15MW/60MWh storage power station project has officially connected to the grid [9] - Ganfeng Lithium's 300MW/1200MWh shared storage project in Hebei has commenced construction [9] - Shangneng Electric's 75MW/300MWh all-steel liquid flow storage power station in Xinjiang addresses key equipment needs [9] - Linyang Storage's 20MW/40MWh storage power station project in Ningxia has fully connected to the grid [9] - Keli Yuan's 200MW/400MWh independent storage power station in Hebei has entered the operational phase [9]

上会会计师事务所(特殊普通合伙) 关于对湖南科力远新能源股份有限公司 2023 年年度报告的信息披露监管工作函的回复 上会业函字(2024)第 1031 号 上海证券交易所上市公司管理一部: 湖南科力远新能源股份有限公司(以下简称"公司"或"科力远")董事会于 2024 年 8 月 12 日收到《关于湖南科力远新能源股份有限公司 2023 年年度报告的信息 披露监管工作函》(上证公函《2024】1099 号,以下简称"《监管函》")。现就 需要会计师核查的相关问题回复如下: 问题一:年报显示,公司主营镇氢电池及材料业务,2022年转型进入锂电行业、 2023 年完成了从锂矿到碳酸锂上游产业链的布局。此外,公司持续开展有色金属贸 易业务,2023年贸易业务收入为 6.4 亿元,以总额法核算,毛利率仅为 0.53%;2023 年公司新增代理业务,代收款 11.50 亿元,代付款 11.47 亿元。2023年,公司长短期 借款期末余额分别同比增长 52.3%和 37.6%，连续两年大幅增长,本期财务费用同比 增长 59.6%，期末资产负债率为 64.05%，同比增加 6个百分点。 请公司补充披露:(1)各业务的实施 ...

证券代码：600478 证券简称：科力远 公告编号：2024-055 湖南科力远新能源股份有限公司 关于上海证券交易所对公司 2023 年年度报告的信息 披露监管工作函的回复公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者 重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 湖南科力远新能源股份有限公司（以下简称"公司"或"本公司"）近期收 到上海证券交易所《关于湖南科力远新能源股份有限公司 2023 年年度报告的信 息披露监管工作函》（上证公函【2024】1099 号，以下简称"《监管函》"）。 根据上海证券交易所的要求，经公司认真研究、核实，现就《监管函》要求补充 披露事项回复如下（如无特别说明，本回复中使用的简称或名词释义与公司《2023 年年度报告》一致）： 问题一：年报显示，公司主营镍氢电池及材料业务，2022 年转型进入锂电 行业、2023 年完成了从锂矿到碳酸锂上游产业链的布局。此外，公司持续开展 有色金属贸易业务，2023 年贸易业务收入为 6.4 亿元，以总额法核算，毛利率 仅为 0.53%；2023 年公司新增代理业务，代收款 11.50 亿元，代 ...