Workflow
电池制造
icon
Search documents
豪鹏科技: 2025年半年度业绩预告
Zheng Quan Zhi Xing· 2025-07-08 11:15
本次业绩预告是公司财务部门初步测算的结果,未经注册会计师审计,具体 财务数据请以公司披露的 2025 年半年度报告为准,敬请广大投资者谨慎决策, 注意投资风险。 特此公告。 证券代码:001283 证券简称:豪鹏科技 公告编号:2025-051 债券代码:127101 债券简称:豪鹏转债 深圳市豪鹏科技股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚 假记载、误导性陈述或重大遗漏。 一、本期业绩预计情况 ?预计净利润为正值且属于下列情形之一: □扭亏为盈 ?同向上升 □同向下降 项 目 本报告期 上年同期 收入:268,000.00 万元–280,000.00 万元 营业收入 收入:231,593.99 万元 比上年同期增长:15.72%–20.90% 归属于上市公司股东 盈利:9,000.00 万元–10,200.00 万元 盈利:2,743.66 万元 的净利润 比上年同期增长:228.03%–271.77% 扣除非经常性损益后 盈利:7,000.00 万元–8,200.00 万元 盈利:1,712.32 万元 的净利润 比上年同期增长:308.80%–378.88% 基本每 ...
豪鹏转债盘中上涨2.24%报137.256元/张,成交额4391.13万元,转股溢价率16.66%
Jin Rong Jie· 2025-07-08 06:21
7月8日,豪鹏转债盘中上涨2.24%报137.256元/张,成交额4391.13万元,转股溢价率16.66%。 资料显示,深圳市豪鹏科技股份有限公司(股票代码:001283)创立于2002年,公司致力于锂离子电池、镍 氢电池的研发、设计、制造和销售,废旧电池回收及资源循环利用,是一家具备自主研发能力和全球市场 综合竞争力的企业,能够为客户提供灵活可靠的一站式电源解决方案。公司秉承"成就客户、开放共赢、 严谨务实、自我批判"的核心价值观,聚焦全球品牌商面临的挑战和压力,凭借多年的技术积累和产品研发 经验,获得全球诸多知名品牌商的认可。 根据最新一期财务数据,2025年1月-3月,豪鹏科技实现营业收入12.248亿元,同比增加23.27%;归属 净利润3181.35万元,同比增加903.92%;扣非净利润2510.53万元,同比增加1384.75%。 截至2025年3月,豪鹏科技筹码集中度非常集中。十大股东持股合计占比45.89%,十大流通股东持股合 计占比30.23%。股东人数8721户,人均流通股6634股,人均持股金额37.22万元。 资料显示,豪鹏转债信用级别为"AA-",债券期限6年(本次发行的可转债票 ...
星源材质布局“A+H”上市,计划扩大海外网络
Sou Hu Cai Jing· 2025-07-08 05:46
Core Viewpoint - Shenzhen Xingyuan Material Technology Co., Ltd. (Xingyuan Material) has submitted its prospectus for listing on the Hong Kong Stock Exchange, aiming to expand its operations and enhance its market presence in the lithium-ion battery separator manufacturing industry [1][3]. Company Overview - Xingyuan Material was established in September 2003 and was listed on the Shenzhen Stock Exchange's Growth Enterprise Market in December 2016. The company is recognized as a leading manufacturer of lithium-ion battery separators, ranking second globally in shipment volume for the past five years, with a market share increase from 11.0% in 2020 to 14.4% in 2024 [3][4]. - The company has a registered capital of approximately RMB 135 million and is headquartered in Shenzhen, Guangdong Province. Major shareholders include Chen Xiufeng, the National Social Security Fund, and Shenzhen Suyuan Holdings Group [3][4]. Financial Performance - Xingyuan Material's revenue for the years 2022, 2023, 2024, and Q1 2025 was approximately RMB 28.67 billion, RMB 29.82 billion, RMB 35.06 billion, and RMB 8.81 billion, respectively. The gross profit for the same periods was around RMB 12.85 billion, RMB 12.90 billion, RMB 9.84 billion, and RMB 2.08 billion [4][5]. - The net profit figures for the same periods were approximately RMB 7.48 billion, RMB 5.94 billion, RMB 3.71 billion, and RMB 505.11 million, indicating a significant decline in profitability, particularly in 2023 and 2024, with year-on-year decreases of 20.58% and 37.56%, respectively [5][6]. Cost and Margin Analysis - The company's gross margin has been declining, with rates of 44.8% in 2022, 43.3% in 2023, and a sharp drop to 28.1% in 2024. In Q1 2025, the gross margin further decreased to 23.6% [6]. - Increased sales costs have been identified as a primary reason for the "increased revenue but decreased profit" scenario. Additionally, administrative expenses rose from approximately RMB 223 million in 2022 to RMB 331 million in 2023, with a slight decrease to RMB 315 million in 2024 [6]. Future Plans - The funds raised from the Hong Kong listing are intended for expanding overseas networks, including establishing production bases in Malaysia and the United States, and a research and operations center in Singapore. The company also plans to invest in solid-state battery products and new generation lithium-ion battery separators [6][7]. Debt Information - In February 2024, Xingyuan Material secured a loan of EUR 140 million from Luxembourg's招商银行, with a five-year term and an interest rate based on the six-month EURIBOR plus 150 basis points. As of March 31, 2025, the principal of this loan remains unpaid [7].
加速“从0到1”!一图梳理固态电池产业链
天天基金网· 2025-07-07 12:26
自今年大盘指数4月8日见底以来,固态电池指数累计涨幅超30%,二级市场情绪高涨背后,是固态电池 产业化进程从0到1的加速。 以下文章来源于财经图解 ,作者十字路口 财经图解 . 财经大事早知道,关注东方财富股票! 亿纬锂能在回答投资者提问时称,公司已在固态电池领域进行技术布局,计划于2026年实现全固态电池 生产工艺的突破,推出一款高功率、高环境耐受性、高安全的全固态电池,主要用于混合动力领域;于 2028年推出400Wh/kg的高比能全固态电池。 整车企业方面,上汽集团透露,未来三年内将在全球发布超过10款车型,并计划在2027年实现固态电池 装车。 长安汽车则计划在2025年至2026年完成合资公司时代长安动力电池有限公司50GWh电芯产能投资建 设,预计2026年实现固态电池装车验证,2027年推进全固态电池逐步量产,能量密度目标达 400Wh/kg。 免责声明 综合机构观点看,随着近期固态电池量产计划密集发布,固态电池量产目前已经处于临界点。 比如近期宁德时代在投资者互动平台上透露,公司在全固态电池领域持续坚定投入,技术处于行业领先 水平,2027年有望实现小批量生产。 国轩高科也透露,首条全固态中试 ...
富士康新能源电池公司经营异常
news flash· 2025-07-07 06:57
金十数据7月7日讯,天眼查App显示,近日,富士康新能源电池(郑州)有限公司因未依照规定的期限 公示年度报告,被郑州航空港经济综合实验区市场监督管理局列入经营异常名录。富士康新能源电池 (郑州)有限公司成立于2024年10月,法定代表人为崔志成,注册资本6亿人民币,经营范围含电池制 造、电池销售、汽车零部件研发、汽车零部件及配件制造、新能源汽车电附件销售、新能源原动设备制 造、储能技术服务、计算机系统服务等,由富士康新事业发展集团有限公司全资持股。 富士康新能源电池公司经营异常 ...
1-5月全球动力电池装车量达401.3 GWh,宁德时代继续领跑,蜂巢能源同比增长110.1%
Ju Chao Zi Xun· 2025-07-07 04:16
增长最快的是蜂巢能源,电池使用量从2024年1-5月的5GWh增长到2025年1-5月的10.5 GWh,同比增长 110.1%,市场份额增长到2.6%。 SNE Research 的报告强调了全球电动汽车电池市场的快速增长和竞争格局的变化。CATL和BYD的显著 增长表明中国制造商在全球电池市场中的重要性日益增加。同时,韩国制造商的稳健表现和新兴制造商 的崛起也为市场带来了更多的活力和创新。随着全球对电动汽车需求的不断增长,预计电池市场将继续 扩大,竞争也将更加激烈。 中国的比亚迪(BYD)在2025年1-5月实现了强劲的增长,电池使用量从44.5 GWh增长到70 GWh,同 比增长57.1%,市场份额增长到17.4%,位居第二。 韩国电池制造商LG能源解决方案和SK on表现平稳。LG能源解决方案的电池使用量从34.9 GWh增长到 39.9 GWh,同比增长14.3%,市场份额下降到10%。SK on的电池使用量从14.2 GWh增长到16.8 GWh, 同比增长18.1%,市场份额为4.2%。 其他值得注意的制造商包括中创新航(CALB),其电池使用量从2024年1-5月的13.7 GWh增长到20 ...
全球首条GWh新型固态电池生产线首批工程样件下线
Xin Lang Cai Jing· 2025-07-06 17:30
转自:安徽经济网 7月4日,安徽安瓦新能源科技有限公司宣布,其自主研发的新型固态电池全球首条GWh产线首批工程 样件成功下线,标志着首台(套)重大固态电池技术生产装备取得新的突破和进展。 安徽安瓦新能源科技有限公司创立于2020年6月,是安徽省、芜湖市和经济技术开发区重点项目企业。 作为一家全球化的新能源创新型公司,安瓦新能源在省、市、区和奇瑞集团的指导下,与美国24M等全 球战略伙伴合作,致力于新型固态电池的技术创新与产业化。公司汇聚了全球顶尖的材料科学家、电化 学专家和工程师,开发出具备国际先进水平的新型固态电池产品,创新性地开创了新型固态电池新型的 结构设计体系、智能装备和生产制造平台体系、新型固态电池封装技术体系、隔膜技术体系、电解液技 术体系、绿色可循环材料回收技术体系、超薄锂金属制备及应用技术、超高等静压连续生产工艺及装备 应技术。其产品在安全性能、能量密度、绿色环保及低成本等诸多方面优势显著,处于行业领先水平, 符合欧美等国新一代电池的标准要求,推动绿色可持续发展。 安徽安瓦新能源科技有限公司总经理张志伟表示:"首批工程样件成功下线是安瓦发展史上的重要里程 碑,更是全球新能源产业迈向更高安全、更 ...
断供稀土最难熬,德企:还不如成为中国一个省,欧盟对华表达不满
Sou Hu Cai Jing· 2025-07-05 09:00
Group 1 - The article discusses the challenges faced by European Union (EU) companies in acquiring rare earth resources from China, highlighting the EU's dissatisfaction with China's export restrictions on these materials [1][4] - During the 13th round of strategic dialogue held in Brussels, EU Foreign Minister Karas and Chinese Foreign Minister Wang Yi addressed various geopolitical issues, reaffirming the EU's commitment to constructive engagement with China [1][4] - The EU's concerns primarily revolve around trade and the geopolitical implications of the Russia-Ukraine war, with rare earth materials being a significant point of contention [4][7] Group 2 - The EU has called for China to lift its restrictions on rare earth exports, arguing that such policies distort market rules and pose significant risks to European companies, thereby affecting global supply chain reliability [4] - The CEO of the EU's first lithium hydroxide battery factory expressed frustration over the difficulty in securing critical raw materials, suggesting that the situation is so dire that it feels like applying to become a province of China [4] - The EU is urging China to reconsider its economic relationship with Europe to create a fair competitive environment and improve market access conditions [4]
蔚蓝锂芯20250703
2025-07-03 15:28
蔚蓝锂芯 20250703 摘要 公司低倍率容量型产品出货量显著增加,2025 年出货量较 2024 年实 现数倍增长,支撑了旧动能的增速,同时公司已成为全球第五家 PBO 供 应商,为未来业绩增长提供重要抓手。 下游客户广泛采用 BBU,尤其是在 GV300 和鲁冰架构中,单个 GPT300 的 PSU 功率约为 5.5 千瓦,Rubin 架构可能达到 8.5 千瓦或 10 千瓦,BBU 瓦数与 PSU 一一对应,推动了 BBU 和 PSU 功率的整体 上升。 英伟达欧姆龙机架约有 48 个 PSU,对应 48 个 BBU,约需 3,500 颗 1,860 电芯(2.5 容量),Rubin 架构或将设计边舱方案以堆积更多算 力及 PSUs 和 BBUs。 电芯定价略有回调,工具市场售价约为三倍。供应链中,CSP 掌握最终 决策权,但电芯厂、pack 厂、电源厂、服务器厂商等共同组成方案建议 权,各环节均需重视。 公司已推出三到四款 BBU 电芯产品,并正在进行验证,计划在未来两到 三年内抓住新一代 BBU 转换契机,扩大市场份额,同时已有两款产品覆 盖 5.5 千瓦领域,另有两款覆盖 8.8 千瓦以上领域。 ...
实探 | 充电宝电芯供应商安普瑞斯被曝部分产线停产 公司暂未回应
Mei Ri Jing Ji Xin Wen· 2025-07-03 14:37
Core Viewpoint - The recent recall of power banks has put the battery manufacturer Amperes (Wuxi) Co., Ltd. in the spotlight, leading to production line shutdowns and investigations into the company's operations [1][5]. Group 1: Company Operations - Amperes has reportedly halted part of its production lines since late June, with suppliers confirming that operations ceased around June 25 [5]. - Observations at the Amperes factory indicate a lack of activity, with few employees seen entering or exiting the premises, suggesting minimal production is ongoing [4][5]. - Suppliers have expressed confidence in Amperes, stating that the company has a good reputation in the industry and is not intentionally delaying payments, despite outstanding debts amounting to several million yuan [5]. Group 2: Certification and Regulatory Issues - All 11 of Amperes' 3C certification certificates have been marked as "suspended" since June 10, indicating compliance issues that prevent the company from selling or using non-compliant products [6]. - The Chinese Quality Certification Center's regulations stipulate that products with suspended certifications cannot be manufactured, sold, or imported during the suspension period [6]. - The local market supervision bureau is currently conducting an investigation into the situation surrounding Amperes [9].