2025年2月3日，精进电动科技股份有限公司（以下简称"公司"或"精进电动"）收到上海证券交易所上市 公司管理部《关于对精进电动科技股份有限公司2025年年度业绩预告的问询函》（上证科创公函 〔2026〕0059号）（以下简称"《问询函》"）。收到《问询函》后，公司对《问询函》提到的问题进行 了认真讨论与核实，现将《问询函》所涉问题回复公告如下。 问题一、公告显示，本年度收入增长较为明显，主要原因是公司配套国内车企的电驱动系统随着客户车 型的上市和持续增量，拉动了收入的增长，进而改善了公司的盈利能力。 请公司：（1）补充披露公司配套的客户名称、主要业务、双方交易往来历史、上市以来公司每年对该 客户的销售规模及净利润；（2）补充披露公司配套的该车型名称、上市时间、售价、截至目前最新的 公开销售数据、公司为该车型配套的具体产品及毛利率、公司是否系该车型相关产品的独家供应商、 2026年公司是否持续配套该车型；（3）结合前述情况，说明该客户及车型对公司2025年度营业收入及 盈利能力的具体影响。 证券代码：688280 证券简称：精进电动 公告编号：2026-005 精进电动科技股份有限公司关于上海证券交易所《关于 ...

Core Viewpoint - The recent rise in the stock price of the company is driven by expectations of turning profits, supportive industry policies, capital inflows, and a recovery in market sentiment [1] Group 1: Performance and Business Situation - The company announced an earnings forecast on January 29, 2026, predicting a net profit attributable to shareholders of between 137 million to 185 million yuan for 2025, marking a turnaround from losses, with revenue expected to grow by 88.04% to 129.75% year-on-year [2] - This performance inflection point strengthens market expectations for the growth in demand for new energy electric drive systems [2] - The extension of the new energy vehicle purchase tax exemption policy until the end of 2025 is expected to stimulate industry demand in the short term, providing fundamental support for companies in the supply chain [2] Group 2: Capital and Technical Aspects - On February 12, the stock had a turnover rate of 5.42%, with a transaction amount of 284 million yuan, and a net inflow of main funds amounting to 15.76 million yuan, with the stock price breaking through the 10 yuan mark, reaching a high of 10.24 yuan [3] - Technically, the stock is in a fluctuating upward channel, with a 20-day increase of 11.21%, which may attract short-term capital [3] - The company's advancements in key technologies such as silicon carbide controllers have been highlighted by multiple institutions, indicating a focus on long-term technical barriers [3] Group 3: Stock Price Situation - On January 30, 2026, the stock entered the "Dragon and Tiger List" due to a closing price increase of 15%, with the top five buying positions including foreign brokerages like Goldman Sachs and UBS, indicating rising institutional interest [4] - During the same period, the automotive parts sector saw a rise of 1.16%, slightly outperforming the broader market, suggesting that industry sentiment is positively influencing individual stocks [4]