孚能科技公告，2025年第一季度营收为23.25亿元，同比下降20.48%；净亏损1.52亿元，去年同期净亏 损2.17亿元。 ...

之前多方爆料亿纬锂能与特斯拉合作，对此结果亿纬既没有承认也没有明确否认。 起点锂电获悉，充电头网在一次拆解中发现，特斯拉一款海外上市的产品中使用了亿纬锂能电芯，不过该产品既不是动力产品也不是储能产 品，而是 新款移动电源，名字叫 Scale Megapack Charger 。 该产品上架于今年 2 月份，形状与 Megapack 一致，外形比例为 1:40 ，其内部采用了 6 颗亿纬锂能 INR18650/35V 锂电池，该型号电 池容量 3500mAh ，电压达 3.65V ，能量为 12.78Wh ，已通过 CE 、 CCC 认证。 图片来源：充电头网 起点锂电也在特斯拉海外商城找到了该款移动电源的详细介绍： 1:40 规模的 Megapack 便携式充电器是特斯拉 Megapack 储能系统的微 型复制品,可让您随时随地携带可靠的电源。 用于制造实际Megapack的相同3D CAD数据用于再现该比例模型中的每个细节和表面,包括可操 作的门，它可以同时为三个设备提供快速充电,并在激活时发出红色环境光。 圆柱电池功不可没 进入特斯拉的供应链说明亿纬锂能的圆柱电池质量得到了甲方认可。 在 4月28日举行的 ...

恒指全天成交1776亿港元，南下资金今日净卖出港股64.24亿港元。 | 名称 | | 最新价 | 涨跌额 | 涨跌幅 √ | | --- | --- | --- | --- | --- | | 恒生科技指数 | par | 5019.73 | +30.79 +0.62% | | | 800700 | | | | | | 恒生指数 | | 22008.11 | +36.15 +0.16% | | | 800000 | | | | | | 国企指数 | | 8067.94 | -12.25 | -0.15% | | 000100 | | | | | 板块上，大型科技股涨跌不一，生物医药、医药外包概念股走强，芯片、半导体股上扬，教育股、餐饮 股涨幅居前，新能源车表现活跃；反之，锂电池股下跌，石油股走低。 4月29日，恒指收涨0.16%报22008点，恒生科技指数涨0.62%，国企指数跌0.15%。 具体来看： 科技股涨跌不一，美团涨超2%，京东、哔哩哔哩、快手等跟涨，腾讯跌超1%，百度、阿里小幅收跌。 消息面上，港交所、证监会据报就中概股回流意向已与部分相关企业接触。若仍未在香港市场上市 的"中概股"希望回流，会 ...

经济观察报记者濮振宇 "过去五至十年，大家一直在做电化学体系的创新，后来这方面路线基本确定下来了。前几年，大家又 开始做结构创新，现在结构创新也基本走到头了。随着芯片技术尤其是国产化芯片的成熟，我们觉得可 以从微电子角度进一步做热机电一体化的创新，也就是智能电芯技术。"4月24日，欣旺达（300207）动 力汽车电子事业部总经理陈斌斌在接受经济观察报采访时说。 欣旺达成立于1997年，2011年在深交所创业板上市，是锂电池行业头部企业。根据SNE Research数据， 2021至2024年，欣旺达位列中国HEV混动汽车电池装机量第一，2024年欣旺达位列全球动力电池装机 量前十。 4月14日，工信部发布的GB38031-2025《电动汽车用动力蓄电池安全要求》(下称"新国标")被称为"史上 最严"。新国标将于2026年7月1日起开始实施，对电动汽车用动力电池的技术要求从此前着火、爆炸前5 分钟提供热事件报警信号等，调整为不起火、不爆炸(仍需报警)等。 在陈斌斌看来，智能电芯技术对于提升动力电池的安全性很重要。传统BMS(电池管理系统)只能探测电 压、电流、温度等物理信号，仅通过这些浅层次的信息，难以准确了解 ...

Group 1 - The company achieved revenue of 1.225 billion yuan in Q1 2025, representing a year-on-year increase of 23.3%, and a net profit attributable to shareholders of 32 million yuan, up 903.9% year-on-year [1] - The gross margin for Q1 2025 was 16.3%, a decrease of 2.9 percentage points year-on-year, primarily due to increased depreciation after the consolidation of the Tonghu Industrial Park and a higher proportion of low-margin products such as large storage and mobile phones [1] - The net profit margin attributable to shareholders reached 2.6%, an increase of 2.3 percentage points year-on-year, driven by significant cost control and efficiency improvements [1] Group 2 - The consumer electronics sector is experiencing a recovery in replacement cycles, particularly in traditional lithium battery applications such as laptops, mobile phones, and TWS devices, leading to a rise in both volume and price [2] - The global shipment of small lithium batteries is projected to reach 145 GWh in 2025, a year-on-year increase of 10-12%, following a shipment of 129.5 GWh in 2024, which was a 12% increase year-on-year [2] - The company sold 514 million batteries in 2024, reflecting an 18% year-on-year growth, and is expected to further enhance capacity utilization and operational efficiency in 2025 [2] Group 3 - The company is focusing on high-voltage silicon-carbon anodes, mini square steel shell batteries, cylindrical mini soft-pack batteries, high-voltage batteries for two-wheelers, and solid-state batteries under low stacking pressure, targeting new market opportunities in AI and hardware [3] - The company has integrated deeply with strategic clients such as HP, Sony, Google, DJI, and others, aiming to expand across various application scenarios [3] - The company has successfully expanded its client base to include leading global tech firms like Dell, Microsoft, Xiaomi, and iRobot, leveraging technological innovation and flexible manufacturing [3] Group 4 - The company has slightly adjusted its profit forecast for 2025 due to uncertainties in international trade, while also increasing profit forecasts for 2026 and introducing a forecast for 2027, expecting net profits of 240 million, 353 million, and 449 million yuan for 2025-2027 respectively [4] - The company is positioned to benefit from the growth of the consumer electronics industry and is focusing on expanding into AI and hardware applications, indicating potential for profit growth [4]

1. Report Industry Investment Rating - Not provided in the given content 2. Core View of the Report - Due to the expected continued loosening of domestic lithium carbonate supply and demand, the lithium carbonate price may be difficult to rise and is likely to fall. It is recommended that investors mainly lay out short positions when the price rebounds, and pay attention to the support level around 33,000 - 60,000 and the resistance level around 70,000 - 75,000 [5] 3. Summary by Relevant Catalogs Lithium Carbonate Futures and Spot Prices - On April 28, 2025, the closing prices of lithium carbonate futures' near - month, continuous - one, continuous - two, and continuous - three contracts decreased compared with April 25, 2025. The trading volume of the active contract increased by 37,558 hands, and the open interest increased by 28,827 hands. The inventory increased by 1,292 tons [1] - The average prices of various lithium ores, lithium compounds, and battery materials decreased to varying degrees from April 22 to April 28, 2025. For example, the average price of SMM battery - grade lithium carbonate decreased by 950 yuan/ton [1] Industry Projects - Guoxuan High - tech's Guoxuan New Energy Battery Manufacturing Base project started in April 2025. It is expected to be put into operation after completion and commissioning in October, producing 314Ah large - capacity square lithium iron phosphate battery cells and their system integration products for the energy storage field [2] - On April 24, 2025, the first - phase project of Luoyuan Times New Energy Battery Industrial Base officially started. With a total investment of 6.5 billion yuan, it is expected to produce 40GWh of new energy batteries annually after production, with an annual output value of over 10 billion yuan [3] - Tongliao Changtong New Energy Technology Co., Ltd. in Inner Mongolia plans a new energy recycling project. After completion, it will have an annual utilization of 10,000 tons of lithium batteries, dismantle 10,000 tons of batteries, and disassemble 20,000 sets of scrapped wind - power and photovoltaic units, and build an energy storage project [3] Supply and Demand Analysis - Tianqi Lithium's Greenbushes mine's 30,000 - ton wet - process project may be put into production in October 2025, which may lead to a decline in the price of domestic lithium ores and an increase in production or imports in May [4] - The production of lithium carbonate in China's industry and battery sectors may increase in May, and the supply is expected to be loose. Some production lines will be under maintenance, and new production capacities will be put into operation [4] - The production and inventory of lithium carbonate, lithium hydroxide, and other products in China may change in May. For example, the inventory of lithium carbonate in the Guangzhou Futures Exchange and the social inventory of lithium carbonate may increase [4][5] Market Trends and Trading Strategies - Downstream procurement willingness for cobalt, manganese, and other products is low, affecting production and sales. The processing fees of ternary precursors and materials have decreased, and production profits are negative in some cases [5] - The demand for energy storage power stations is gradually recovering, and the production, shipment, and inventory of energy storage batteries, power cells, and lithium batteries may increase in May and June [5] - Due to the expected continued loosening of domestic lithium carbonate supply and demand, it is recommended that investors mainly lay out short positions when the price rebounds [5]

报告要点 [Table_Summary] 亿纬锂能发布 2024 年年报，全年实现收入 486.15 亿元，同比下滑 0.35%，归母净利润 40.76 亿元，同比增长 0.63%，扣非净利润 31.62 亿元，同比增长 14.76%。单 2024Q4 来看，收入 145.65 亿元，同比 9.89%，环比增长 17.56%，归母净利润 8.87 亿元，同比增长 41.73%，环 比下降 15.64%，扣非净利润 6.62 亿元，同比增长 10.30%，环比下降。 分析师及联系人 [Table_Author] 丨证券研究报告丨 公司研究丨点评报告丨亿纬锂能（300014.SZ） [Table_Title] 亿纬锂能 2024 年年报点评：动储盈利改善，减 值、费用、所得税影响利润 邬博华 曹海花 叶之楠 SAC：S0490514040001 SAC：S0490522030001 SAC：S0490520090003 SFC：BQK482 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 亿纬锂能（300014.SZ） cjzqdt11111 [Table_Titl ...

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一、主要会计数据和财务指标 三、分红送配方案情况 不分配不转增 二、前10名无限售条件股东持股情况 前十大流通股东累计持有： 2101.86万股，累计占流通股比： 28.68%，较上期变化： -130.96万股。 | 名称 | 持有数量(万股) | 占总股本比 | 增减情况 | | --- | --- | --- | --- | | | | 例(%) | (万股) | | 宁波隆华汇股权投资管理有限公司-安徽高新投新材料产业基 金合伙企业(有限合伙) | 769.23 | 10.49 | 不变 | | 河南富德高科新材创业投资基金合伙企业(有限合伙) | 540.00 | 7.37 | 不变 | | 严勇 | 156.00 | 2.13 | 不变 | | 河南欧瑞宏润创业投资基金管理有限公司-河南宏润节能环保 创业投资基金(有限合伙) | 116.97 | 1.60 | -3.03 | | 深圳市九派资本管理有限公司-湖北九派长园智能制造产业股 权投资基金合伙企业(有限合伙) | 112.97 | 1.54 | -48.00 | | 罗玉清 | | | | | 92.94 | | 1.27 | 0.06 | ...

国轩高科 20250428 摘要 • 国轩高科第三代电池产能释放，乘用车配套占比提升至 15%，商用车重卡 市场占有率突破 4%，国际化战略稳步推进，越南工厂一期投产，为海外 业务增长奠定基础。 • 2024 年动力电池占比 65%，储能电池占比 35%。动力电池国内市场约 27-28GWh，海外市场约 10GWh。2025 年目标动力电池市场份额增加 1-2 个百分点，重卡出货量进一步扩大。 • 美国市场收入占比不到个位数，关税影响有限，正与客户谈判分摊关税。 储能市场预计 2025-2026 年显著增长，电芯工厂建设按计划进行，关税 政策利好本土化生产。 • 大众中国调整电动车策略，公司配合新平台 DMP 和 CSP 及新车型，预计 2026 年开始国内装车，2025 年主要配合大众欧洲业务。储能电芯销售供 不应求，需解决供需平衡问题。 • 2024 年发布极氪电池，包含全系超充技术系列，产能规模近 3G，2025 年计划提升至 10G 以上。三代电芯提升单体能量密度和续航里程，预计扩 充至 20G 左右产能。 Q&A 公司业绩增长的主要驱动因素是什么？ 公司业绩增长主要由两个重要变化推动：技术创新和产品 ...