及轻型动力电池技术高峰论坛 换电之城 智慧两轮 时间： 7月10-11日 地址： 深圳宝安登喜路国际酒店 一、活动背景及亮点 2025第五届起点两轮车换电大会 二、活动组织架构 活动名称： 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 活动地址： 深圳宝安登喜路国际酒店 三、大会议程 | ７月 10日 | 议题 | 参与企业/嘉宾 | | --- | --- | --- | | 14:00-15:00 | | 会场签到 | | 15:00-17:30 | 2025 第五届中国新能源企业家俱乐 | | | | 部理事会暨两轮车电池 CEO 闭门会 | 起点研究/雅迪科技/新日股份/司马出行/河 | | | | 豚换电/蓝京新能源/创明新能源/博力威/睿 | | | (定向邀请) | | | | | 国共部党史法书记 精品学论坛 中国 | 起点研究院（SPIR）权威发布《2025中国两轮车换电及电池TOP排行榜及行业白皮书》，第五届中国两轮车换电及电池行业鲁班奖颁奖典 礼，论坛现场颁发换电运营、锂电池、钠电池、换电柜、BMS等技术领导品牌，为行业树立品牌标杆； 起点旗 ...

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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 换电之城 智慧两轮 时间： 7月10-11日 地址： 深圳宝安登喜路国际酒店 一、活动背景及亮点 二、活动组织架构 活动名称： 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 活动地址： 深圳宝安登喜路国际酒店 三、大会议程 | ７月 10日 | 议题 | 参与企业/葺宾 | | --- | --- | --- | | 14:00-15:00 | 会场签到 | | | 15:00-17:30 | 2025 第五届中国新能源企业家俱乐部理事会暨两轮 | 起点研究/雅迪科技/新日股份/司马出行/河豚 | | | 车电池 CEO 闭门会(定向邀请) | 换电/蓝京新能源/创明新能源/博力威/睿恩新 | | 18:00-21:00 | 闭门会交流晚宴(定向邀请) | 能源/诺达智慧/时代瑞象/多氟多等 | 起点研究院（SPIR）权威发布《2025中国两轮车换电及电池TOP排行榜及行业白皮书》，第五届中国两轮车换电及电池行业鲁班奖颁奖典 礼，论坛现场颁发换电运营、锂电池、钠电池、换电柜、BMS等技术领导品牌，为行业 ...

E 徐 指 总 时 I 代 程 文武 瑞 听 象 演讲主题 磷酸锰铁锂产业化应用研究 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 上 参 公 by 超点锂电 (2) 超点物电 (2) 超点网站有及频电 点击阅读原文，即可报名参会！ 精 彩 推 荐 2025中国两轮车换电及电池鲁班奖评选投票通道 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7月10-11日深圳举办 优旦科技确定演讲！分享主题：两轮车换电BMS安全重构与智能运维路径！ 创明新能源确定演讲！分享主题：大圆柱电池在两轮车细分领域的应用及发展前景！ 起点独家丨优旦科技习清平：打造智慧大脑，助力锂电池安全高效运行！ 能效双升 | 优旦科技为换电模式精益运营提供"可复制范本" 更多内容，持续更新…… ...

| | | 2025 年 06 月 19 日 公司研究 评级：买入(首次覆盖) 研究所： | 证券分析师： | 邱迪 S0350522010002 | | --- | --- | | | qiud@ghzq.com.cn | | 证券分析师： | 李航 S0350521120006 | | | lih11@ghzq.com.cn | [Table_Title] 深耕电动工具配件，静待第二曲线打开 ——山东威达（002026）公司深度研究 最近一年走势 投资要点: 证券研究报告 入"评级。 风险提示 1）原材料价格波动；2）国际贸易壁垒风险；3）美联储降 息不及预期；4）公司海外产能释放不及预期；5）公司新兴业务拓展不 及预期；6）公司其他经营、治理风险；7）研究员测算与预测误差。 电动工具配件龙头，拓展布局多极成长。山东威达系电动工具钻夹头隐 形冠军，根据大众网，公司钻夹头自 2001 年起全球市占率第一、2024 年达 50%。上市后，公司一方面横向拓展电动工具配件业务，实现各类 配件一体化协同生产，并投建越南、墨西哥基地以加强出口；另一方面 收购上海拜骋、苏州德迈科、济南一机等公司，切入电池包及充电器、 ...

Group 1 - Meituan is expanding its shared power bank business overseas, indicating a new growth opportunity for the company [2] - The new tea beverage market is intensifying competition in the U.S., with brands like Heytea and Luckin Coffee making significant moves [3] - Shenzhen's energy storage companies are rapidly entering new markets, driven by a flexible supply chain and responsiveness to global demand [4] Group 2 - JD Logistics has launched a new overseas express delivery brand, JoyExpress, in Saudi Arabia, enhancing its service offerings in the region [7][8] - JD Technology is testing a compliant stablecoin in Hong Kong, aiming for a Q4 launch to facilitate cross-border trade [8] - Beijing Yuxin Technology Group has submitted a listing application to the Hong Kong Stock Exchange, indicating a potential IPO [8] Group 3 - UniUni has completed a D1 round financing of over $70 million, aimed at enhancing digital capabilities and logistics automation [9] - Mammotion has released its first pool cleaning robot, SPINO E1, targeting major global markets [9] - Yushu Technology has finalized its C round financing, with significant participation from major investors [10] Group 4 - Alibaba Cloud is set to launch its second data center in South Korea, expanding its infrastructure [10] - Alibaba International Station has seen a 42% year-on-year increase in platform orders, indicating strong growth in cross-border e-commerce [10] - Alipay+ has introduced a global payment solution for smart glasses, marking an innovation in mobile payment technology [10] Group 5 - OpenAI is offering discounts on its ChatGPT enterprise version, anticipating significant revenue growth from enterprise clients by 2030 [11] - Waymo plans to introduce its autonomous taxi service in New York City, expanding its operational footprint [11] - Zoox, an Amazon subsidiary, is ramping up production of autonomous taxis, with plans for a commercial launch in Las Vegas [11] Group 6 - London is actively seeking to attract more Chinese companies to list on its stock exchange amid a shrinking market [12] - The Chinese Ministry of Commerce is advancing its CPTPP membership process, aiming for deeper integration into international trade [13] - A Chinese business delegation recently visited Kazakhstan, resulting in contracts worth approximately $11 billion [13]

演讲主题| 大圆柱电池在两轮车细分领域的 应用及发展前景 by 起点锂电 �� 超点钩电 �� 超赢网论车及频电 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 品 源 K l员 柱 创 電 电 明 新 能 西 H77 精 彩 推 荐 2025中国两轮车换电及电池鲁班奖评选投票通道 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7月10-11日深圳举办 优旦科技确定演讲！分享主题：两轮车换电BMS安全重构与智能运维路径！ 起点独家丨优旦科技习清平：打造智慧大脑，助力锂电池安全高效运行！ 能效双升 | 优旦科技为换电模式精益运营提供"可复制范本" 更多内容，持续更新…… 总 临 点击阅读原文，即可报名参会！ ...

Core Viewpoint - Berai Technology has completed a multi-billion B2 round financing to develop large-tonnage electric unmanned mining trucks, build a manufacturing center, and expand into overseas markets [1] Company Overview - Founded in 2015, Berai Technology initially focused on low-altitude economy and entered the unmanned mining sector in 2018, now covering all types of mines including coal, metal, and building materials [1] - The company has achieved large-scale implementation with over 20 major mining enterprises, including Datang Dong Er Mine and China National Building Material [1] Market Position - By the end of 2024, Berai Technology is projected to hold the largest market share in the pure electric unmanned mining truck sector, with over 300 unmanned trucks operating on its system, accumulating 20 million kilometers of safe operation and transporting over 370 million tons of materials [1] Product Features - Berai Technology's products are characterized by "unmanned driving + unmanned battery swapping," with two mass-produced models: Berai Electric Bull 105 and Berai Electric Bull 145, the latter being the largest electric unmanned mining truck on the market [1] - A scheduling system for large electric fleets has been launched, which monitors battery levels and optimizes battery swapping routes [2] Cost Efficiency - The company estimates that replacing traditional mining trucks with its unmanned vehicles could save billions in labor costs, as the average annual cost for a truck driver is approximately 300,000 yuan [3] - The battery swapping solution alleviates energy replenishment anxiety and reduces fuel costs, making pure electric mining trucks more cost-effective than fuel and hybrid options [3] Strategic Partnerships - Collaboration with State Power Investment Corporation has led to the development of unmanned battery swapping stations, which can complete battery changes in six minutes using robotic arms [2][3] - The partnership with state-owned enterprises strengthens Berai Technology's position in the market, as these entities can bear the costs of heavy assets like battery swapping stations [3] Regulatory Support - Recent policies from the National Mine Safety Administration and local governments mandate increased automation and reduced personnel in mining operations, promoting the adoption of Berai Technology's products [4] Market Potential - The unmanned mining sector is anticipated to become a trillion-yuan market, with Berai Technology expected to benefit significantly from this growth, projecting explosive revenue growth over the next three years [5]

Policy Impact - The National Development and Reform Commission and the Ministry of Finance have issued a notice to enhance the implementation of large-scale equipment updates and the replacement of old consumer goods, providing new opportunities for the forklift industry [1] - The policy aims to increase funding for equipment updates in key areas, expanding support to sectors such as electronic information, safety production, and facility agriculture, with a focus on high-end, intelligent, and green equipment [1] Market Opportunities - Experts from the China Construction Machinery Industry Association predict that the policy will drive a forklift equipment update market exceeding 100 billion yuan over the next three years [2][3] - The transition from traditional internal combustion forklifts to electric forklifts is being accelerated due to the high pollution and energy consumption associated with internal combustion models, which contradicts the national green development goals [2] Cost Advantages of Electric Forklifts - Electric forklifts are becoming the mainstream choice in the market, with significant operational cost advantages; for instance, the annual fuel cost for a 3-ton internal combustion forklift is approximately 50,000 yuan, while the charging cost for an electric forklift is only about 15,000 yuan, making the internal combustion option three times more expensive [4] - Companies switching from internal combustion to electric forklifts can save substantial amounts on fuel and maintenance costs, with one logistics company reporting nearly 1 million yuan in annual savings by converting 20 forklifts [4] Company Innovations - Zhongli Co., Ltd. has introduced an attractive rental scheme for regenerated lithium battery forklifts, aiming to help users save costs and facilitate the transition to electric models [5][7] - The company has established a comprehensive lifecycle modification process for old forklifts, ensuring that they are recycled and transformed into new energy forklifts, thus promoting resource reuse and reducing environmental pollution [6] Industry Challenges - The forklift industry faces several challenges, including a shortage of skilled professionals, an incomplete recycling network, and outdated battery technology standards, which hinder further development [8][9] - The lack of a targeted talent training mechanism in vocational education and the slow pace of internal training contribute to a significant skills gap in the industry [8] - Less than 30% of old forklifts are currently recycled through formal channels, indicating a need for improved recycling networks and processes [9] Future Outlook - The electric forklift market is expected to grow significantly, with a projected compound annual growth rate exceeding 20% over the next five years, driven by technological innovations and supportive policies [11] - Companies like Zhongli are leading the charge in battery technology innovation and smart upgrades, positioning themselves to meet market challenges and drive the industry towards sustainable development [10][11]

证券代码：301590 证券简称：优优绿能 公告编号：2025-010 深圳市优优绿能股份有限公司 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 深圳市优优绿能股份有限公司（以下简称"公司"）于2025年6月18日召开 了第一届董事会第二十三次会议和第一届监事会第二十二次会议，分别以全票 通过的表决结果审议通过了《关于公司2024年度利润分配预案的议案》，该议 案尚需提交公司股东大会审议。 一、利润分配预案的基本情况 经致同会计师事务所（特殊普通合伙）审计，2024年度公司母公司实现净 利润254,323,657.54元，提取法定盈余公积金0.00元，加上2024年初未分配利 润407,122,425.52元，截至2024年12月31日公司母公司实际可供股东分配利润 元。根据《深圳证券交易所上市公司自律监管指引第2号——创业板上市公司规 范运作》的规定，应当以合并报表和母公司报表中可供分配利润孰低的原则来 确定具体的利润分配总额和比例，截至2024年12月31日，公司可供股东分配利 润为661,446,083.06元。 根据中国证监会鼓励上市公司现金分红，给予投 ...