投资者关系活动记录表 | | 公司既有从泰国当地采购部分原材料，也有一部分材料需 | | --- | --- | | | 从中国进口。 | | | 6、近期控股股东进行询价转让是出于什么考虑？ | | | 答：主要是想要为公司引入有实力的机构投资者，增加 | | | 公司股份的市场流动性，为公司的长远发展注入新的活 | | | 力。 | | 关于本次活动是否涉及 | | | 应 | 本次活动不涉及未公开披露的重大信息。 | | 披露重大信息的说明 | | | 附件清单（如有） | 无 | | 日期 | 2025年07月10日 | 编号：2025-005 证券代码：300916 证券简称：朗特智能 | 投资者关系活动类别 | 特定对象调研□分析师会议□媒体采访 | | --- | --- | | | □业绩说明会□新闻发布会□路演活动 | | | □现场参观□其他 | | | 民生证券股份有限公司-周晓萌天风证券-敖颖晨 上海证券-仇百良格隆汇-庞明明 | | | 易知投资-宋辰超东兴证券-李文祺 | | | 宁波银行投资银行部-刘博仁招商通信-王懿聪 | | | 柳州产业引导基金-朱子毅中信建投-汪洁 | ...

Core Viewpoint - The global lithium battery market is expected to reach nearly 10TWh by 2030, driven by the trend of "full-scenario electrification" and the emergence of solid-state batteries as a key variable in the industry [1][2][3]. Group 1: Market Growth and Demand - By 2025, global lithium battery shipments are projected to exceed 1.8TWh, with demand expected to surpass 8TWh by 2030, creating a market space close to 10TWh [1][3]. - Specific applications such as eVTOL, robotics, electric ships, and engineering machinery are anticipated to see significant growth, with projected lithium battery demands of 30GWh, 100GWh, 100GWh, and 160GWh respectively by 2030 [3]. Group 2: Solid-State Battery Development - Solid-state batteries are expected to disrupt existing market structures, with companies likely to enter the global top 10 rankings in the power and energy storage sectors by around 2030 [2][5]. - The demand for materials and equipment related to solid-state batteries is anticipated to enter a new cycle, with requirements reaching tens of thousands of tons and investments in the hundreds of billions [2][5]. Group 3: Energy Storage Market Dynamics - The energy storage sector is experiencing rapid growth, with shipments expected to reach 450GWh in 2025, reflecting a year-on-year increase of over 100% [6]. - The market is entering a phase of technological elimination, with the introduction of 500Ah+ batteries setting a new industry benchmark, potentially leading to the exit of less competitive firms [6]. Group 4: Globalization and Market Strategy - Companies are encouraged to pursue globalization at their own pace, with a particular focus on the U.S. market, where Chinese lithium battery manufacturing technology remains irreplaceable [7].

Investment Rating - The report maintains a positive outlook on the energy storage sector, highlighting significant investment opportunities due to high demand and favorable policies in various regions [2]. Core Insights - The energy storage market is experiencing robust growth, driven by increasing demand in China, India, and Europe, with substantial project approvals and installations expected in the coming years [5][40]. - The report emphasizes the importance of government policies in facilitating the growth of energy storage systems, particularly in India and Europe, where mandatory storage requirements and subsidies are being implemented [27][64]. Demand Side - In May 2025, China's newly installed energy storage capacity reached 15.85 GWh, marking a year-on-year increase of 228% [14]. - India's energy storage market is projected to exceed 2 GWh in installations for the fiscal year 2025-26, supported by mandatory grid connection requirements [29][30]. - The report notes that the European market is also showing signs of recovery, with increased demand for residential storage systems [49]. Supply Side - As of May 2025, the average price for 2-hour and 4-hour energy storage systems in China was 0.550 and 0.478 CNY/Wh, respectively, indicating a month-on-month change of -6.6% and +7.5% [4]. - The report highlights that the average tender capacity for energy storage projects in China reached 597.3 MWh in June 2025, reflecting a significant increase of 122% month-on-month [26]. - In Germany, the energy storage market is characterized by a notable increase in large-scale storage installations, with 115 MWh added in June 2025, a year-on-year increase of 387% [52]. Regional Highlights - In India, the government is pushing for rapid deployment of energy storage systems, with a total of 36 projects amounting to 34.97 GWh tendered by June 2025 [29]. - The report indicates that the UK has approved new energy storage projects with a total capacity of 2.87 GW in May 2025, contributing to a planned capacity of over 17 GWh [65]. - In the Czech Republic, the total installed capacity of photovoltaic systems with storage exceeded 2 GWh by the end of 2024, with a significant portion of new installations coming from residential systems [72].

倒计时4天 2025第五届起点两轮车换电大会 暨轻型动力电池技术高峰论坛 活动主题： 换电之城 智慧两轮 主办单位： 起点锂电、起点钠电、起点两轮车及换电 活动时间： 2025年7月11日 活动地点： 深圳宝安登喜路国际酒店2楼国际厅 活动赞助/演讲/合作单位： 小哈换电/ 雅迪科技集团/台铃集团/新日股份/菜鸟集团/嘟嘟换电/司马出行/河豚换电/汇创新能源/中兴派能/孚能科技/保力新/创明新 能源/多氟多/博力威/睿恩新能源/诺达智慧/亿纬锂能/星恒电源/比克电池/鹏辉能源/时代瑞象/优旦科技/逸飞激光/盾创科技/博观科技/尚闻科技/威胜能源/兆科 动力/小安科技/先导智能/鑫晟达/精锐精密等 7月7日，据财联社报道， LG新能源今日对外披露， 受电池销售强劲的推动，预计公司第二季度将实现正的营业利润，且无需依赖美国此 前颁布的税收优惠。 此外， LG新能源 还计划通过削减成本，将电动汽车销售重点放在利润更高的项目上。 北美市场一直是 LG新能源的布局重心，在电动车市场，美国主要的车企都在 LG新能源客户列表上，但随着中国企业出海布局以及磷酸铁锂 电池反扑三元，LG新能源等日韩企业的份额被逐渐挤压。 在 1 ...

此次新型储能参与调频服务市场是湖南新型储能继参与调峰辅助服务市场和电力现货市场后的又 一市场化应用场景，将进一步促进湖南新型储能合理高效利用。 文 | 国家能源局湖南监管办公室 近日，湖南独立新型储能电站首次作为服务提供方 成功参与调频辅助服务市场 ，标志着湖南新 型储能在多场景和市场化运行方面取得新的突破。 在 6 月湖南调频辅助服务市场试运行过程中，湖南独立新型储能电站首次成功参与二次调频辅 助服务的交易申报、市场出清和服务调用， 新型储能参与二次调频的可行性、稳定性得到有效 验证。 期间，新型储能电站 日均提供 2.5 万兆瓦调频里程，获取调频辅助服务市场服务费占比 19.6% ， 表现出优良的调节精度和响应速度，调频性能指标较传统发电机组具有明显竞争优势。 下一步，湖南能源监管办将会同省内相关单位认真总结经验， 加快建立完善新型储能等新型经 营主体参与市场机制 ，促进各类新型经营主体在提高电力系统调节能力、保障电力安全供应等 方面作用发挥。 相关阅读 湖南136号文配套细则讨论稿：存量机制电价0.45元/kWh，增量竞价0.26-0.38元/kWh 湖南新型储能调峰度电收益0.228元/kWh，未来将 ...

详见： 宁夏自治区发改委关于加快促进储能健康有序发展的通知 明确配置原则 新能源项目储能 配置比例不低于10%、连续储能时长2小时以上 。从2 0 2 1年起，原则上 新核准/备案项目储能设施与新能源项目同步投运。存量项目在2022年12月底前完成储能 设施投运。 文 | 宁夏回族自治区发展改革委 7月2日，宁夏回族自治区发展改革委关于废止《关于加快促进储能健康有序发展的通知》 和《关于开展2 0 2 2年新型储能项目试点工作的通知》的决定。 废止文件内容涉及 新能源配储比例、 储能项目调用次数、试点项目调峰补偿 等。 《自治区发展改革委关于加快促进储能健康有序发展的通知》 发布时间：2 0 2 1年7月1 4日 建立市场机制 鼓励储能以独立身份参与市场交易，将电储能交易纳入现行宁夏电力辅助服务市场运营规 则中，规范交易品种，明确价格机制。 优先保障调用 电网企业与储能电站企业签订并网调度协议，在同等条件下确保优先调用储能设施， 原 则上每年调用完全充放电次数不低于250次。 《关于开展2 0 2 2年新型储能项目试点工作的通知》 印发时间：2 0 2 2年5月1 0日 试点项目范围及规模： 2 0 22年， ...

行家说储能 上周行家说储能报道了"超291GWh！2025年上半年储能订单汇总"（ 点这里 ）， 近日南都电源宣布斩获印度1.4GWh储能大单。 而印度素来在工商界号称"外企坟场"，为何仍能吸引中国储能企业往里闯？ 1.4GWh储能大单 日前，南都电源与印度某知名大型独立发电运营商签署储能订单，为其位于印度的一大型新能源光伏项目，供应1.4GWh的储能系统。 该项目是印度最大的单体储能项目之一。该订单预计将在2025年第三季度开始交付，并计划于2026年上半年完成全部供货。 据了解， 项目地属热带气候，夏季高温炎热，对储能系统的散热性能和长期稳定性要求极高。 对此，南都液冷储能系统的多级变径液冷管路设计能确保温度的均匀分布，有效提升散热效率，同时液冷双系统备份技术能确保一套液冷设备在发生故障 时，另一套系统可以正常工作，确保电池的稳定工作。并通过SNS低产热技术的创新性应用，显著降低电池运行温升，还配备南都自研自产的储能BMS，能 够在项目运行中发挥良好的主动均衡效果，显著提升系统一致性。 另悉， 截至2025年4月，南都电源已签未发订单合计64亿元，其中新型电力储能国内13亿元、海外13亿元，数据中心储能3 ...

Core Viewpoint - The article discusses the opening of the inertia service market to battery energy storage systems (BESS) in Germany starting from 2026, which will provide an additional revenue stream for these systems through fixed-price contracts for inertia services [2][3]. Inertia Service Market - From 2026, German transmission system operators (TSOs) will pay BESS for providing inertia services, crucial for maintaining frequency stability in the power grid [2]. - The compensation will be based on fixed price contracts lasting between 2 to 10 years, with initial pricing set by TSOs and valid for two years [2][3]. - The first procurement window's pricing details will be announced by January 28, 2026 [2]. Technical Requirements and Costs - Inertia service providers must meet specific technical requirements, including valid certification throughout the contract duration, although detailed standards and procedures are yet to be disclosed [4]. - BESS must be equipped with grid-forming inverters to provide inertia services, potentially increasing capital expenditures for these systems [3]. Grid Fee Reform - The Federal Network Agency of Germany has initiated a review process for structural reform of the current grid fee mechanism, which currently only charges end-users [5]. - Proposed reforms may include expanding the fee structure to include power generation sources, with options for fixed fees, capacity-based charges, and dynamic pricing [5][6]. - Storage facilities currently enjoy a fee exemption until 2029, and the agency aims to create a long-term framework that integrates storage technology into the grid [5]. Future Storage Goals - The Federal Ministry for Economic Affairs and Climate Protection emphasizes that climate protection goals can only be achieved with a high installed capacity of storage systems [7]. - Current grid development plans project that by 2037, small battery storage capacity will reach approximately 67 GW, and large battery capacity will reach about 24 GW, with further increases expected by 2045 [7]. Energy Storage Projects - A list of planned large-scale storage projects in Germany includes various collaborations and timelines, indicating significant investment and development in the sector [9]. Subsidy Policies - Various subsidy policies are in place to support energy storage systems, including low-interest loans, investment grants, and tax incentives, aimed at promoting the adoption of BESS [10].

倒计时13天 2025第五届起点两轮车换电大会 及轻型动力电池技术高峰论坛 活动主题： 换电之城 智慧两轮 主办单位： 起点锂电、起点钠电、起点两轮车及换电 活动时间： 2025年7月10-11日 活动地点： 深圳宝安登喜路国际酒店2楼国际厅 活动赞助/演讲/合作单位： 雅迪科技集团/台铃集团/新日股份/菜鸟集团/嘟嘟换电/司马出行/河豚换电/派能科技/创明新能源/多氟多/博力威/睿恩新能源/诺达智 慧能源/时代瑞象/优旦科技/逸飞激光/盾创科技/博观科技/尚闻科技/威胜能源/兆科动力/中国钠电/比克电池/鹏辉能源/蓝京新能源/亿纬锂能/星恒电源/先导智 能/小安科技/鑫晟达/精锐精密等 目前，国内电池企业纷纷出海，在马来西亚崭露头角。马来西亚逐渐发展成为东南亚地区重要的电池生产基地，进一步提升在全球电池产业 版图中的地位。 正在筹划港股 IPO 的 亿 纬锂能股 在马来西亚 布局 持续深入 。 6 月 27 日晚间，亿纬锂能公告披露 ，公司董事会审议通过了《关于孙公司拟在马来西亚投资建设新型储能电池项目的议案》，同意公司全 资孙公司亿纬储能马来西亚投资建设新型储能电池项目 ， 投资金额不超过 86.54 亿 ...

证券代码：300916 证券简称：朗特智能 | 3、中美关税政策的变动对公司的经营会有什么影响？ | | --- | | 答：目前公司直接出口美国的占比较小，4%左右，因 | | 此关税的直接冲击并不显著。 | | 4、泰国工厂规划6月进入生产阶段，主要供应哪些产 | | 品？ | | 答：泰国工厂将主要供应PCBA产品以及成品类产品， | | 包括感应垃圾桶、洗手液、电动工具、卷纸机、香薰机、 | | 激光雕刻机等。 | | 5、当前消费电子业务营收占比44%（2024年），其中 | | 雾化控制器平台贡献显著。未来是否计划将雾化控制器 | | 技术扩展至其他雾化新场景？ | | 答：公司目前的雾化控制器主要应用于电子烟，公司将 | | 充分利用自身在雾化控制器技术方面的优势，积极拓展雾 | | 化医疗和雾化美容等新场景，为公司创造新的业务增长 | | 点，同时也为消费者提供更多优质的产品和服务。 | | 6、消费电子业务毛利率为12.26%，是否通过技术升级 | | （如AI算法集成）或客户结构优化（如高端品牌合作） | | 提升利润率？ | | 答：针对消费类电子业务，公司未来会通过技术升级， | | ...