欣锐科技投资者关系活动记录表 证券代码： 300745 证券简称：欣锐科技 深圳欣锐科技股份有限公司 投资者关系活动记录表 编号：2025-002 | 投资者关系活动 | 特定对象调研 □ 分析师会议 ☑ | | --- | --- | | 类别 | □ 媒体采访 业绩说明会 ☑ | | | 新闻发布会 路演活动 □ □ | | | 现场参观 □ | | | □ 其他 （请文字说明其他活动内容） | | 参与单位名称及 | 上午 | | 人员姓名 | 泰康基金、睿远基金、中金资管、天风证券、泉果基金、中金公 | | | 司、长信基金、光大永明、光大理财 | | | 下午 | | | 投资者网上提问 | | 时间 | 年 月 日 2025 11 20 (星期四) | | 地点 | 上午 | | | 公司会议室 | | | 下午 | | | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） | | | 采用网络远程的方式召开业绩说明会 | | 上市公司接待人 | 上午 | | 员姓名 | 董事会秘书：朱若愚 | | | 下午 | | | 总经理：吴壬华 董事长, | | | 独立董事： ...

Group 1 - The core viewpoint of the article emphasizes the role of TrendBank in promoting the hydrogen energy industry through various events and platforms, facilitating resource aggregation and industry collaboration [2][3]. - TrendBank is organizing multiple key events in 2025 and 2026, including the Hydrogen Fuel Annual Conference and the Green Hydrogen Industry Conference, aimed at addressing industry challenges and fostering discussions among peers [3][6]. - The company is positioned as a pivotal hub in the hydrogen energy sector, focusing on commercializing technology and enhancing collaboration across the industry chain [3][6]. Group 2 - The 2025 TrendBank Hydrogen Fuel Annual Conference is scheduled for January 6-8 in Ningbo, with ongoing registration [3]. - Additional events planned include the Green Hydrogen Industry Conference in July 2026 and the Hydrogen and Fuel Cell Industry Annual Conference in December 2026, all hosted by TrendBank [6]. - Sponsorship and consultation opportunities are available for various companies involved in the hydrogen energy sector, indicating a collaborative approach to industry development [7].

Core Viewpoint - The past five years have seen significant breakthroughs in China's fuel cell technology, transitioning from a "follower" to a "co-runner" status, with a gradually developing and self-controllable industrial chain [1] Technological Innovations - GAC Group showcased the world's first hydrogen hybrid passenger vehicle, the GAC Trumpchi E9 hydrogen hybrid version, featuring a self-developed hydrogen hybrid system with a maximum thermal efficiency of 45% and a hydrogen consumption of less than 1.4 kg per 100 km [2] - The high-performance fuel cell stack from GAC Group has achieved a 30% reduction in volume and a 25% reduction in weight through integrated battery and box-sealing technology, demonstrating high integration, energy ratio, and safety [2] - The exhibition highlighted advancements in hydrogen fuel cell vehicles, hydrogen refueling stations, and related equipment, showcasing the industry's developmental achievements [2] Market Development - The application of hydrogen fuel cell technology is expanding beyond buses to include diverse transportation sectors such as trunk transportation, cold chain logistics, and municipal sanitation, with over 28,000 fuel cell vehicles promoted by the end of 2024 [4] - The focus is shifting from demonstration applications to commercial applications in various sectors, including hydrogen mining trucks, hydrogen heavy trucks, and hydrogen-powered ships [4][5] Industry Challenges - Despite advancements, the hydrogen energy supply chain remains a bottleneck for rapid development, with issues such as impurities in by-product hydrogen, high equipment investment, and low economic viability [6] - There is a need for accelerated infrastructure development, including high-capacity hydrogen storage systems and rapid refueling systems, as well as innovations in modular and integrated hydrogen storage systems [6] Recommendations for Growth - The industry should enhance the hydrogen supply system, expand applications in transportation and industry, and simplify the approval process for self-use hydrogen refueling stations [7] - Collaboration among regional entities is essential to build a cross-regional hydrogen network and accelerate the commercialization of hydrogen fuel cell vehicles [7]

Core Insights - The opening of the new technology center and factory by Enfu (China) under the Kordel Group represents a significant investment of 200 million yuan, aimed at enhancing local development and supporting China's industrial upgrade [1] - The facility spans over 20,000 square meters with a total construction area of nearly 25,000 square meters, focusing on multiple sectors including automotive, general industry, and emerging industries such as new energy vehicles, hydrogen energy, fuel cells, wind power facilities, and robotics [1] - The establishment of this center is part of Kordel Group's long-term strategy in China, emphasizing innovation and local R&D to provide customized technological solutions and efficient services to Chinese clients [1][2] Company Strategy - Kordel Group has consistently embraced development opportunities in the Chinese market, with the new technology center further solidifying its R&D capabilities to meet local market demands [2] - The company aims to deepen collaborations with various partners to drive sustainable and high-quality transformation in China's industries [2]