来源：新浪证券-红岸工作室 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 9月30日，华宝新能跌1.86%，成交额1.84亿元，换手率3.19%，总市值131.59亿元。 异动分析 BC电池+钠离子电池+锂电池概念+储能+人民币贬值受益 1、2023年9月8日互动易：公司便携太阳能产品均使用BC类电池，目前采用全球最先进的IBC电池技 术，拥有行业领先的高达25%的转换效率。 2、2023年7月11日互动易：公司与中比新能源达成战略合作，将依托双方的行业技术优势，共同开发钠 离子电池，探索钠离子电池在终端产品的应用。 3、公司主要从事锂电池储能类产品及其配套产品的研发、 生产及销售， 属于锂电池储能行业。 4、自2011年成立以来，公司一直聚焦于锂电池储能领域。在设立之初，公司以充电宝的ODM业务为 主，随着业务的持续发展，公司在锂电池电源管理、工业设计、结构设计等方面的技术积累不断加深， 并积累了松下、LG化学、比克电池、安富利等高质量的供应商资源，拓展了包括特斯拉、宝马、超霸 电池、DSG、ClasOhlson等知名客户，产供销体系日益完善，公司实力逐步增强。 ...

来源：新浪证券-红岸工作室 9月26日，华宝新能涨1.68%，成交额2.84亿元，换手率4.92%，总市值129.04亿元。 异动分析 今日主力净流入-904.96万，占比0.03%，行业排名59/106，连续2日被主力资金减仓；所属行业主力净流 入-37.26亿，连续2日被主力资金减仓。 BC电池+钠离子电池+锂电池概念+储能+人民币贬值受益 1、2023年9月8日互动易：公司便携太阳能产品均使用BC类电池，目前采用全球最先进的IBC电池技 术，拥有行业领先的高达25%的转换效率。 2、2023年7月11日互动易：公司与中比新能源达成战略合作，将依托双方的行业技术优势，共同开发钠 离子电池，探索钠离子电池在终端产品的应用。 3、公司主要从事锂电池储能类产品及其配套产品的研发、 生产及销售， 属于锂电池储能行业。 4、自2011年成立以来，公司一直聚焦于锂电池储能领域。在设立之初，公司以充电宝的ODM业务为 主，随着业务的持续发展，公司在锂电池电源管理、工业设计、结构设计等方面的技术积累不断加深， 并积累了松下、LG化学、比克电池、安富利等高质量的供应商资源，拓展了包括特斯拉、宝马、超霸 电池、DSG、Cla ...

Core Viewpoint - The company, Huabao New Energy, has shown significant growth in its stock performance and financial metrics, driven by advancements in battery technology and strategic partnerships in the energy storage sector [1][2][3]. Company Overview - Huabao New Energy, established in 2011, focuses on the research, development, production, and sales of lithium battery storage products, with portable energy storage products as its core offering [7]. - The company has a revenue composition where portable energy storage products account for 77.46%, solar photovoltaic panels for 20.84%, and other products for 1.37% [7]. - As of June 30, 2025, Huabao New Energy reported a revenue of 1.637 billion yuan, representing a year-on-year growth of 43.32%, and a net profit of 123 million yuan, up 68.31% year-on-year [7]. Strategic Partnerships and Technology - The company utilizes advanced IBC battery technology in its portable solar products, achieving a conversion efficiency of up to 25% [2]. - A strategic partnership with Zhongbi New Energy was established to jointly develop sodium-ion batteries, exploring their application in end products [2]. Market Position and Financial Performance - As of the latest report, 95.09% of the company's revenue comes from overseas markets, benefiting from the depreciation of the Chinese yuan [3]. - The stock has seen a recent increase of 7.55%, with a trading volume of 318 million yuan and a market capitalization of 12.526 billion yuan [1]. Shareholder Composition - As of June 30, 2025, the number of shareholders increased by 15.49% to 13,400, with an average of 3,580 shares held per shareholder, up 20.37% [7]. - Notable institutional shareholders include Guangfa High-end Manufacturing Stock A and Hong Kong Central Clearing Limited, with significant increases in holdings [8].

4、自2011年成立以来，公司一直聚焦于锂电池储能领域。在设立之初，公司以充电宝的ODM业务为 主，随着业务的持续发展，公司在锂电池电源管理、工业设计、结构设计等方面的技术积累不断加深， 并积累了松下、LG化学、比克电池、安富利等高质量的供应商资源，拓展了包括特斯拉、宝马、超霸 电池、DSG、ClasOhlson等知名客户，产供销体系日益完善，公司实力逐步增强。 来源：新浪证券-红岸工作室 9月23日，华宝新能跌4.01%，成交额1.92亿元，换手率3.76%，总市值116.47亿元。 异动分析 BC电池+钠离子电池+锂电池概念+储能+人民币贬值受益 1、2023年9月8日互动易：公司便携太阳能产品均使用BC类电池，目前采用全球最先进的IBC电池技 术，拥有行业领先的高达25%的转换效率。 2、2023年7月11日互动易：公司与中比新能源达成战略合作，将依托双方的行业技术优势，共同开发钠 离子电池，探索钠离子电池在终端产品的应用。 3、公司主要从事锂电池储能类产品及其配套产品的研发、 生产及销售， 属于锂电池储能行业。 主力持仓 5、根据2024年年报，公司海外营收占比为95.09%，受益于人民币贬值。 (免 ...

9月23日，华宝新能跌5.2%，截至发稿，报65.96元/股，成交1.05亿元，换手率2.03%，总市值115.02亿 元。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 资料显示，深圳市华宝新能源股份有限公司位于广东省深圳市龙华区民治街道华侨城北站壹号39层，成 立日期2011年7月25日，上市日期2022年9月19日，公司主营业务涉及锂电池储能类产品及其配套产品的 研发、生产及销售。其中，便携储能产品为核心产品。主营业务收入构成为：便携储能产品77.46%， 光伏太阳能板20.84%，其他产品1.37%，其他(补充)0.33%。 责任编辑：小浪快报 南华丰元量化选股混合A（020117）基金经理为黄志钢、康冬。 截至发稿，黄志钢累计任职时间13年188天，现任基金资产总规模5.16亿元，任职期间最佳基金回报 196.59%， 任职期间最差基金回报-28.86%。 康冬累计任职时间2年26天，现任基金资产总规模3.08亿元，任职期间最佳基金回报15.49%， 任职期间 ...

9月15日，华宝新能涨5.04%，截至发稿，报68.80元/股，成交7770.42万元，换手率2.38%，总市值 119.97亿元。 资料显示，深圳市华宝新能源股份有限公司位于广东省深圳市龙华区民治街道华侨城北站壹号39层，成 立日期2011年7月25日，上市日期2022年9月19日，公司主营业务涉及锂电池储能类产品及其配套产品的 研发、生产及销售。其中，便携储能产品为核心产品。主营业务收入构成为：便携储能产品77.46%， 光伏太阳能板20.84%，其他产品1.37%，其他(补充)0.33%。 从基金十大重仓股角度 数据显示，中银基金旗下1只基金重仓华宝新能。中银中证1000指数增强A（019555）二季度持有股数 1.54万股，占基金净值比例为0.72%，位居第八大重仓股。根据测算，今日浮盈赚取约5.07万元。 中银中证1000指数增强A（019555）成立日期2023年12月12日，最新规模8034.01万。今年以来收益 30.43%，同类排名1483/4222；近一年收益71.96%，同类排名1141/3802；成立以来收益54.95%。 中银中证1000指数增强A（019555）基金经理为姚进。 截 ...

Core Viewpoint - The announcement of the restricted stock incentive plan by Huabao New Energy aims to enhance long-term incentive mechanisms, attract and retain talent, and align the interests of shareholders, the company, and core team members [1][2] Summary by Relevant Sections Incentive Plan Details - The proposed incentive plan involves granting a total of 3,000,500 restricted shares to no more than 71 individuals, including core management and key personnel [1] - The performance assessment for the incentive plan includes company-level performance and individual performance metrics [1] Performance Targets - The company sets ambitious revenue growth targets based on 2024 revenue, with required growth rates of at least 39%, 95%, and 172% for the years 2025, 2026, and 2027, respectively, translating to revenue figures of 5.012 billion, 7.031 billion, and 9.807 billion [1] - Alternatively, the plan allows for a quarter-on-quarter revenue growth rate of at least 39%, 40%, and 40% for the same years [1] Strategic Implications - This is the second stock incentive plan since the company went public, reflecting its commitment to recognizing and encouraging talent [2] - The management team expresses strong confidence in future growth, aiming to solidify its leading position in the consumer-grade photovoltaic energy storage market and expand market share and profitability [2]

证券日报网讯华宝新能（301327）9月12日在互动平台回答投资者提问时表示，公司主要产品为便携储 能和家庭储能产品，以及可与储能产品配套使用的太阳能板及相关配件，产品暂未涉及数据中心等领 域。 ...

Core Viewpoint - The company, Huabao New Energy, is focusing on the development and sales of lithium battery storage products, with a significant portion of its revenue coming from overseas due to the depreciation of the RMB [3][7]. Group 1: Company Overview - Huabao New Energy was established on July 25, 2011, and went public on September 19, 2022. The company specializes in the research, production, and sales of lithium battery storage products, with portable storage products being its core offering [7]. - The revenue composition of the company includes 77.46% from portable storage products, 20.84% from photovoltaic solar panels, and 1.37% from other products [7]. - As of June 30, 2025, the company reported a revenue of 1.637 billion yuan, representing a year-on-year growth of 43.32%, and a net profit attributable to shareholders of 123 million yuan, with a year-on-year increase of 68.31% [7]. Group 2: Strategic Partnerships and Innovations - On July 11, 2023, the company announced a strategic partnership with Zhongbi New Energy to jointly develop sodium-ion batteries, leveraging both parties' technological advantages [2]. - As of September 8, 2023, the company’s portable solar products utilize BC-type batteries, employing advanced IBC battery technology with an industry-leading conversion efficiency of up to 25% [2]. Group 3: Market Performance and Financials - On September 11, 2023, Huabao New Energy's stock price decreased by 0.03%, with a trading volume of 148 million yuan and a turnover rate of 4.55%, resulting in a total market capitalization of 11.837 billion yuan [1]. - The company has a high overseas revenue ratio of 95.09%, benefiting from the depreciation of the RMB [3]. - The average trading cost of the stock is 65.85 yuan, with the stock price approaching a resistance level of 69.27 yuan, indicating potential for upward movement if the resistance is broken [6].

Core Viewpoint - The company, Huabao New Energy, has shown significant growth in revenue and profit, driven by its focus on lithium battery storage products and strategic partnerships in the sodium-ion battery sector. Group 1: Company Overview - Huabao New Energy was established on July 25, 2011, and is located in Longhua District, Shenzhen, Guangdong Province [8] - The company specializes in the research, production, and sales of lithium battery storage products, with portable storage products being its core offering [8] - The revenue composition includes 77.46% from portable storage products, 20.84% from photovoltaic solar panels, and 1.37% from other products [8] Group 2: Financial Performance - For the first half of 2025, the company achieved a revenue of 1.637 billion yuan, representing a year-on-year growth of 43.32% [8][9] - The net profit attributable to the parent company was 123 million yuan, showing a year-on-year increase of 68.31% [9] - The company has distributed a total of 378 million yuan in dividends since its A-share listing [10] Group 3: Strategic Developments - On July 11, 2023, the company announced a strategic partnership with Zhongbi New Energy to jointly develop sodium-ion batteries [2] - The company has established a strong supplier network, including Panasonic, LG Chem, and BYD, and has expanded its client base to include Tesla and BMW [2][3] Group 4: Market Position and Trends - The company has a significant overseas revenue share of 95.09%, benefiting from the depreciation of the Chinese yuan [4] - The stock has seen a recent increase of 4.79% with a trading volume of 415 million yuan and a turnover rate of 12.76% [1]