9月26日，上海派能能源科技股份有限公司（简称"派能科技"）与旭派动力科技有限公司（简称" 旭派动力 "）达成重要战略合作， 派能科技 将为旭派动力提供 1GWh以上电池产品 。 同时，双方将整合优势资源，聚焦 启停电池 与 轻型动力 领域，开展技术研发与市场应用的深度合作，共同推动产品在钠电启停和锂电轻型动 力等多类应用的商业化进程，并进一步构建更具韧性的可持续生态链。 深耕行业十六年，派能科技构建了 从电芯到系统的全链条 自主研发、制造能力，确保产品质量稳定、性能可靠、成本可控。截至目前，派能科 技产品已销往全球90多个国家和地区，深受全球客户信赖。 文 | 派能科技 依托于十六年锂电技术积淀，派能科技凭借产品的高安全、长寿命等优势，在换电、电动三轮车、电动摩托车等轻型动力领域实现规模化应用。 基于软包电池技术的新一代高能量密度产品，公司积极布局低空经济等新兴赛道，展现出持续的市场开拓能力。 同时，派能科技 近年来积极布局钠电业务 ，开发NFS（硫酸铁钠）、NFPP（复合磷酸铁钠）两大体系产品，应用于储能、轻型动力、汽车启 停领域，目前已批量应用于市场。 预定展位详情咨询： 曹先生 13552712189 ...

Core Viewpoint - The strategic cooperation agreement between Zhejiang Xupai Power Technology Co., Ltd. and Shanghai Pylon Energy Technology Co., Ltd. marks a new phase in their collaboration within the new energy power sector [1]. Group 1 - Pylon Technology will supply over 1GWh of battery materials to Xupai Power as part of the collaboration [1]. - The two companies will integrate their resources to focus on start-stop batteries and lightweight power applications, engaging in deep cooperation for technology research and market application [1]. - The partnership aims to promote the commercialization of products in sodium battery start-stop and lithium battery lightweight power applications, while building a more resilient and sustainable ecological chain [1].

Core Viewpoint - The article highlights the progress of a new energy vehicle battery manufacturing project in Lankai City, which is expected to significantly boost sales for the company involved, with projected revenues exceeding 1 billion yuan after completion [1]. Group 1: Project Overview - The project is located in Youbu Town, Lankai City, covering an area of approximately 53 acres with a total investment of 220 million yuan [1]. - It includes the construction of three main buildings, which have been completed and are now in the internal construction phase, with factory acceptance expected by October [1]. - The project will feature four production lines for sodium battery packs and will focus on low-voltage sodium and lithium batteries, as well as start-stop batteries and parking air conditioning batteries [1]. Group 2: Expected Impact - Upon completion, the project is anticipated to lead to a significant increase in the sales scale of the group, with expectations of reaching over 1 billion yuan in sales [1].

Summary of Zhuhai Guanyu Conference Call Company Overview - **Company**: Zhuhai Guanyu - **Industry**: Battery manufacturing, focusing on consumer and power battery segments Key Points Financial Performance - In Q1 2025, Zhuhai Guanyu reported revenue of 2.498 billion yuan, a slight decline year-on-year. The net profit attributable to shareholders was a loss of 24 million yuan, compared to a profit of 9 million yuan in the same period last year [4][5][42] - The overall performance was impacted by a seasonal downturn in consumer electronics and a decrease in prices due to falling upstream material costs [5][42] Business Segments - **Consumer Battery Segment**: - Q1 2025 consumer battery shipments were approximately 80 million units, flat year-on-year, with a self-supply rate of about 40% [5] - The company expects Q2 shipments to grow by 40%-50% quarter-on-quarter, with an annual target of 120 million units [6] - **Power Battery Segment**: - Revenue in Q1 2025 was around 400 million yuan, more than doubling year-on-year, driven primarily by the Zhikang and drone businesses [5][6] - The power segment is expected to generate 600 million yuan in Q2, with annual revenue projected to be double that of the first half [6][29] Growth Drivers - The start-stop battery business is anticipated to continue its rapid growth, with significant orders from domestic and international clients [7] - The drone business, primarily serving DJI, is expected to exceed 1 billion yuan in total revenue this year, also doubling year-on-year [7][33] Technological Advancements - The company is making progress in smart wearable devices and robotics, leveraging its soft-pack technology and small battery solutions for advantages in energy density and weight [8] - The company aims to capture 30% of the smartphone battery market, up from the current 8%-10%, through technological iterations [3][35] Margin and Cost Management - Q1 gross margin declined due to seasonal factors, increased contribution from lower-margin businesses, and lagging cost pass-through from export tax adjustments [11][12] - The company expects improvement in margins in Q2 as production ramps up and costs stabilize [11] International Expansion - The construction of a factory in Malaysia is progressing well, expected to be operational within 1 to 1.5 years, which will help mitigate export costs to the U.S. due to lower tariffs [9][13][14] - The company is also exploring opportunities in Mexico and India, although these facilities are smaller in scale [13] Market Trends and Customer Demand - The company is well-positioned to meet domestic demand despite trade tensions, with a focus on local suppliers [10][9] - The demand for high-capacity batteries is increasing, with a trend towards larger batteries (6,000 to 7,000 mAh) in the market [36] Future Outlook - The company maintains a positive outlook for Q2 and the full year, expecting significant growth driven by domestic demand and new product launches [6][43] - The focus will remain on enhancing market share in both consumer and power battery segments while managing costs effectively [46] Challenges and Risks - The company faces challenges from fluctuating material prices and the impact of export tax policies, which it is addressing through strategic cost management and communication with clients [24][25] Conclusion - Zhuhai Guanyu is navigating a challenging market environment with a focus on growth in both consumer and power battery segments, leveraging technological advancements and international expansion to enhance its competitive position. The outlook for the upcoming quarters remains optimistic, supported by strong demand and strategic initiatives.