深圳市豪鹏科技股份有限公司 投资者关系活动记录表 编号：2025-008 | | 特定对象调研□分析师会议 | | --- | --- | | 投资者关系 | □媒体采访□业绩说明会 | | | □新闻发布会□路演活动 | | 活动类别 | □现场参观□电话会议 | | | □其他（） | | 参与单位名称 | 君合泰达、深投控资本、定安资本、前海粤鸿、亚太汇金、 | | | 海南宽行、红杉中国、正圆投资、第一创业证券、华安证券、 | | | 西部证券、中泰证券等 家机构的 位投资者 21 27 | | 时间 | 年 月 2025 7 31 日（周四）15:00~18:00 | | 地点 | 公司潼湖产学研基地 | | | 董事长&总经理：潘党育 | | 上市公司接待 | 电芯研究院院长：胡博 | | 人员姓名 | 董事会秘书：陈萍 | | | 投资者关系：李方静 | | 投资者关系活动 | 投资者主要问题： | | | 1.在公司"AI+固态"核心能源解决方案商的战略升维背 | | | 景下，对盈利水平的提升有何预期？ | | | 答：新应用场景、技术升级和产品创新是核心的价值提 | | | 升驱动力，尤 ...

Core Viewpoint - The rapid integration of AI into hardware ecosystems is reshaping the future of batteries, necessitating a transformation in their form, safety, and performance capabilities [1][2]. Group 1: Market Trends and Data - The global smartphone shipment is expected to rebound to 1.23 billion units in 2024, with a year-on-year growth of 3.4%, where AI model smartphones will account for over 35% of shipments, leading to an average battery capacity increase to 5200mAh, an 18% rise from 2022 [3]. - The global notebook shipment is projected to reach 215 million units by 2025, with AIPC models exceeding 40% market share, and the average battery capacity expected to surpass 70Wh, a more than 30% increase compared to traditional models [3]. - The demand for high-performance batteries is being driven by the emergence of AI terminals, with solid-state battery shipments expected to reach 12 million units in 2024, potentially increasing 3 to 5 times by 2025 [3]. Group 2: Company Strategy and Positioning - Haopeng Technology is focusing on "AI + Solid-State Battery" as a strategic pivot, aiming to transition from a supplier to a product co-definer in the AI wave [4]. - The company emphasizes the dual drive of "AI demand + AI empowerment" in battery technology, addressing the challenges posed by the increased power consumption and diverse form factors of AI devices [5][6]. - Haopeng Technology is committed to high investment in R&D while integrating academic resources to tackle advanced battery material development and solid-state battery innovations [12]. Group 3: Technological Innovations - The company has developed a 4.53V high-voltage silicon-carbon anode platform to enhance energy density and meet the long-lasting needs of terminal products [10]. - Haopeng Technology has launched a semi-solid battery product with breakthrough safety features, suitable for high-risk environments like aviation and high-speed rail [10]. - The company plans to trial full solid-state batteries by 2026, covering major solid-state battery routes and collaborating with terminal brand clients for AI product development [11]. Group 4: Partnerships and Collaborations - Haopeng Technology has signed a strategic cooperation agreement with Shenzhen Yuzhi Power Technology Research Co., focusing on applications in humanoid robots and mobile robots, indicating a commitment to high-growth, high-tech segments [15]. - The company has established deep collaborations with global tech giants like HP, Sony, Google, and DJI, enhancing its customer structure and global influence [19]. Group 5: Safety and Quality Assurance - Safety is viewed as a fundamental value, with the company implementing a comprehensive "SQDC" (Safety, Quality, Delivery, Cost) approach to ensure product reliability and user experience [19]. - The company conducts reverse validation testing post-product launch to ensure alignment between its products and terminal performance [19].

Group 1 - The company has developed a tiered matrix of liquid high-silicon, semi-solid, and all-solid-state batteries, covering three mainstream solid-state routes: polymer, oxide, and sulfide. The semi-solid battery is already in commercial use, while the all-solid-state battery has completed prototype design breakthroughs and is preparing for pilot production, expected in 2026 to align with AI product research from terminal brand clients [2] - The integration of AI technology is driving a transformation in energy demand, as AI devices require lightweight, long-lasting power sources, and robots need efficient discharge without heat generation. Traditional battery technologies are reaching their limits, and the combination of AI and solid-state technology is key to solving the "safety-performance-volume" trade-off [2] - In the short term, the company focuses on AI edge application demands, while in the long term, it aims to build core competitiveness through solid-state battery technology, opening up high-value blue ocean markets [2] Group 2 - The company has established long-term, value-based strategic partnerships with leading clients, evolving from product cooperation to a more integrated relationship, which is fundamental to achieving long-term strategic goals [3] - In sectors such as smart wearables, robotics, and low-altitude applications, the company has collaborated with key clients to define new "AI + solid-state" products, creating a new energy foundation. This collaboration allows the company to become a "symbiotic partner" in AI innovation rather than just a battery supplier [3] - The year 2025 is identified as a critical year for the company's "AI + solid-state" strategy, with significant breakthroughs in production capacity integration, upgrades to smart manufacturing systems, and the continuous introduction of high-end clients, leading to accelerated mass production processes and reinforced technological barriers [3]

Group 1: Company Strategy and Positioning - The company has evolved from a traditional battery manufacturer to a leader in "AI + solid-state" core energy solutions, targeting trillion-dollar markets such as AI edge applications and robotics [3][4]. - The strategic upgrade is supported by a comprehensive approach involving technological innovation, capacity reserves, and ecosystem collaboration [4][5]. - The company aims to enhance the proportion of high-margin AI products and drive the commercialization of solid-state batteries in wearable devices and robotics [5][10]. Group 2: Technological Advancements - The company has developed a tiered research matrix covering liquid high-silicon, semi-solid, and all-solid-state technologies, with semi-solid batteries already in commercial use [3][5][9]. - The semi-solid battery has a volumetric energy density of 950Wh/L, addressing safety and performance needs for AI/AR/VR devices [9][10]. - The all-solid-state battery is expected to enter trial production in 2026, focusing on stability at the solid-solid interface [6][9]. Group 3: Market and Customer Engagement - The company has established long-term partnerships with leading clients in the drone and low-altitude economy sectors, achieving a doubling of product supply in 2025 [6][10]. - Collaborative development with top-tier clients is aimed at defining scene-specific needs and enhancing product lifecycle involvement [5][7]. - The company is actively engaging in the AI glasses market, with mass production of battery products expected to begin in Q3 2025 [10][11]. Group 4: Financial Performance and Projections - AI-related business is projected to contribute significantly to revenue growth, with a noticeable increase in penetration rates in the PC category [10]. - The company anticipates that the high energy density battery solutions will enhance overall profitability and optimize the revenue structure [10]. - The high-silicon anode technology is expected to achieve a silicon content of 10%-15% in mass production, with laboratory samples exceeding 20% [10][11].