事件：公司发布2025 年半年度业绩预告。2025H1 公司预计实现营业收入26.8-28 亿元，同比+15.72%至 +20.90%，中值27.4 亿元，同比+18.31%；预计实现归母净利润0.90-1.02 亿元，同比+228.03%至 +271.77%，中值0.96 亿元，同比+249.90%；预计实现扣非归母净利润0.70-0.82 亿元，同比+308.80%至 +378.88%，中值0.76 亿元，同比+343.84%。分季度看，预计25Q2 公司实现营业收入14.55-15.75 亿元， 同比+10.04%至+19.12%， 环比+18.81%至+28.61%，中值15.15 亿元，同环比+14.58%/+23.71%；实现归 母净利润0.58-0.70 亿元，同比+139.77%至+189.22%，环比+82.90%至+120.62%，中值0.64 亿元，同环 比+164.49%/+101.76%。；实现扣非归母净利润0.45-0.57 亿元，同比+135.33%至+198.23%，环比 +78.83%至+126.62%，中值0.51 亿元，同环比+166.78%/+102.72%。业绩略超市 ...

Group 1: Business Performance and Strategy - The company reported solid and stable operations in the first half of 2025, with core business growth meeting expectations and promising developments in AI+ edge-side new businesses, which are expected to drive future growth [3] - The company is focusing on four core R&D directions: high voltage positive materials, silicon-based negative materials, innovative stacked steel shell technology, and solid/semisolid battery technology, aiming to enhance battery energy density, cycle life, and safety [3][4] - The company has successfully integrated and upgraded its Tonghu Lake production base, enhancing its efficient production capabilities to meet the explosive demand from international top brand clients [3] Group 2: Market Opportunities and Product Development - The company anticipates a surge in demand for AI+ edge-side batteries in the second half of 2025, with significant opportunities in three application scenarios: AI glasses, AI PCs, and AI companion robots [5] - The AI penetration rate in PC products is leading, with other AI+ edge-side products set to begin trial and mass production in the second half of 2025 [5] - The company has established a differentiated competitive advantage in the consumer battery sector, leveraging its deep experience and forward-looking layout in the AI+ edge-side trend [4] Group 3: Financial Outlook and Profitability - The increase in AI+ edge-side product share is expected to reshape the company's profitability model, with new application scenarios and technological upgrades driving price increases [7] - The company’s previous R&D investments are entering a harvest phase, with new materials and processes supporting product performance and creating scale efficiencies [7] - The company aims to optimize its overall profitability structure through a positive cycle of technological breakthroughs, premium capabilities, and capacity collaboration [7] Group 4: Product Structure and Innovation - The product structure is evolving along the path of solidifying the core business, strategic upgrades, and nurturing new forces, with notebook batteries remaining a key area due to strong demand [8] - The smart wearable business is expected to grow significantly, driven by the mass production of AI glasses, AI hearing aids, and AI headphones [8] - Emerging directions such as gaming consoles, AI toys, and companion robots, while currently having a smaller revenue base, show strong growth potential [8] Group 5: Employee Incentives and Market Resilience - The employee stock ownership plan targets key personnel in R&D, manufacturing, sales, and management, with performance assessments linked to company growth and strategic project execution [10] - The company has a diversified customer base across Europe, North America, and Asia, reducing reliance on any single market and enhancing risk resilience [12] - The establishment of overseas production bases aims to improve supply chain resilience and meet global brand clients' shipping needs [12]

倒计时12天 2025第五届起点两轮车换电大会 及轻型动力电池技术高峰论坛 活动主题： 换电之城 智慧两轮 主办单位： 起点锂电、起点钠电、起点两轮车及换电 活动时间： 2025年7月10-11日 活动地点： 深圳宝安登喜路国际酒店2楼国际厅 活动赞助/演讲/合作单位： 雅迪科技集团/台铃集团/新日股份/菜鸟集团/嘟嘟换电/司马出行/河豚换电/派能科技/创明新能源/多氟多/博力威/睿恩新能源/诺达智 慧能源/时代瑞象/优旦科技/逸飞激光/盾创科技/博观科技/尚闻科技/威胜能源/兆科动力/中国钠电/比克电池/鹏辉能源/蓝京新能源/亿纬锂能/星恒电源/先导智能/ 小安科技/鑫晟达/精锐精密等 宁德时代领投 银河通用 6月23日，据 银河通用微信平台官宣，公司于本月完成 11亿元人民币新一轮融资， 两年累计融资超24亿元。 本轮融资由 宁德时代领投，并 包括 溥泉资本(CATL Capital)、国家开发银行国开科创、北京机器人产业基金、纪源资本等顶级投资方。 珠海冠宇获东风日产定点 6月23日晚间，珠海冠宇公告，公司于近日收到东风汽车有限公司东风日产乘用车公司的定点通知。东风日产选择公司作为其定点供应商，为 其开 ...

Group 1 - The signing of the "electric vehicle fast charging battery pack assembly" project marks a significant step for the Shandong Rizhao Shanhaitian Tourism Resort in the new energy industry [1] - The project involves a collaboration between Rizhao Blue Ocean Investment Group, San Gong Qiteng (Rizhao) Intelligent Manufacturing Co., and the management committee of the resort, aiming to promote high-quality economic development in the region [1][4] - The project will be implemented in two phases, with a total investment of 100 million yuan, and is expected to produce 1.2 million battery packs and 10,000 charging piles annually upon completion [1] Group 2 - The first phase of the project will invest 50 million yuan to establish two assembly lines, targeting an annual production of 300,000 sets of 12C super fast charging batteries and 5,000 smart charging piles [1] - The second phase will also invest 50 million yuan to add two more assembly lines, with a production capacity goal of 120 million battery packs and 10,000 charging piles [1] - The project aims for a production value of over 5 million yuan by 2025 and an average annual production value of no less than 300 million yuan from 2026 to 2030, while creating approximately 50 jobs [1]

Core Insights - The article highlights the significant role of Bao'an District in Shenzhen as a hub for the automotive industry, particularly in the fields of new energy and intelligent connected vehicles, with a cluster of 943 automotive-related enterprises [1][3]. Industry Overview - Bao'an has established itself as a strong engine for Shenzhen's automotive industry, focusing on core technologies rather than just vehicle manufacturing, leading to a robust ecosystem of "invisible champions" [3][6]. - The intelligent connected vehicle industry in Bao'an achieved an added value of 12.148 billion yuan in 2024, reflecting a year-on-year growth of 9.6% [3]. Key Players and Innovations - Major companies such as Valeo, HUAWEI, and XINWANDA are leading advancements in smart driving and battery technology, contributing to Bao'an's reputation as a global automotive supply chain leader [5][10]. - XINWANDA's high-power battery has a cycle life exceeding 100,000 times and has been installed in nearly 3 million vehicles, showcasing the district's innovation in battery technology [5]. Comprehensive Industry Ecosystem - Bao'an has developed a complete automotive industry chain covering all lifecycle stages, from upstream components to downstream services, enhancing its competitive edge [6][7]. - The district's focus on key components, such as hydrogen fuel cells and automotive electronics, has positioned it favorably within the global market [6][9]. Demonstration and Application - Bao'an has opened approximately 280 kilometers of roads for autonomous driving technology testing, with plans to expand this to over 400 kilometers, facilitating real-world applications of smart vehicles [9][10]. - The successful implementation of HUAWEI's valet parking system at Shenzhen Bao'an International Airport exemplifies the district's commitment to commercializing intelligent driving technologies [10]. Spatial Development and Infrastructure - Bao'an is innovating its industrial space through the "industrial building up" model, creating environments that foster collaboration among automotive enterprises [11][12]. - The Yanshuo Intelligent Connected Vehicle Industrial Park is a strategic project aimed at enhancing the district's automotive industry landscape, promoting resource sharing and efficient cooperation [11][12].

点击蓝字 关注我们 目 录 行业信息 试 政策信息 1、峰谷电价浮动 60%! 贵州拟调整峰谷分时电价 2、浙江省财政厅等 5 部门关于下达 2025 年中央节能减排补助资金预算 (县域充换电 设施补短板试点具预拨奖励资金)的通知 1、宁德时代发布 75#标准化换电块 将建设八横十纵换电绿网 2、60GWh! 山东时代电池生产基地正式投产 3、北京增发 2 万个新能源小客车指标 4、前４月宁波口岸出口新能源汽车超 7 万辆 5、中国石化等新设能源科技公司 含集中式快速充电站业务 6、国轩高科集中发布六项技术,全固态已进入预量产阶段 7、国家统计局：4月"人工智能+"驱动作用增强 数字产业蓬勃发展 8、宁德时代登陆港交所,"A+H"加速全球化布局 9、黄仁勋：英伟达正在将其 AI 模型应用于自动驾驶汽车 10、国轩高科：公司 G 垣准固态电池已获主流车企认可并应用于多款全新车型的上车测 11、国芯科技合作安波福 推汽车核心芯片国产化 12、中国已有超 3000 万辆新能源汽车 纯电超 2000 万辆 13、巨湾技研完成充电新国标发布后的行业首次公开测试 14、高通与小米签署全新多年协议 15、蔚来能源与沈阳中德 ...

5分钟充电70%，广州企业领跑新能源车超快充赛道 金十数据5月27日讯，广州南沙一家科技企业近日完成充电新国标发布后的行业首次公开测试，结果显 示，其极快充电池可在5分钟充入约70%的电量，处于行业领先水平。 （广州广播电视台） ...

点击蓝字 关注我们 乘联分会&科瑞咨询联合发布 新能源商用车周报 (总第0104期 2025年5月第3周) ▌自录 CONTENTS 僵）行业数据 · 市场：市场：新能源轻卡保持大幅上升 企业团公 犀重汽车:犀重汽车亮相宁德时代重卡新能源生态大会 首款物 流原型车登场 11177年 政策法规 蜂巢能源：蜂巢能源快充电池突破：15分钟充至满电，提升30% 交客 国轩高科:国轩高科集中发布六项技术,全国态已进入预量产阶 हि 上海市发改委发布《上海市新型电力系统调节能力奖励资金管 理办法》 近日,上海市发改委发布《上海市新型电力系统调节能力奖励 资金管理办法》，对上海市范围内建设运营的、服务于新型电 力系统发展的调节能力，包括虚拟电厂资源聚合平台、电动汽 车充放电（以下简称"V2G"）调节能力、新型储能提供奖励。 采用资金奖励方式,对符合要求的虚拟电厂运营商、新型储能 企业在2024年1月1日至2028年12月31日并网项目予以奖励。其 中,2025年奖励标准适用于2025年9月1日前并网项目。 《内蒙古自治区2025年新能源城市公交车及动力电池更新补贴 具体实施细则》 新能源城市公交车以旧换新可申请补贴，即报废 ...

Core Viewpoint - The article highlights the advancements in ultra-fast charging technology by JuWan Technology, emphasizing its potential to revolutionize the electric vehicle (EV) industry and make ultra-fast charging a standard feature within five years [6][5]. Group 1: Ultra-Fast Charging Technology - JuWan Technology demonstrated a charging session where a 2022 AION V Plus vehicle charged from 5% to 78% in just 3 minutes and 58 seconds, achieving an average charging rate of 8.8C [3][5]. - The company aims to make ultra-fast charging as common as automatic transmission in vehicles, predicting full market penetration within five years [6]. - JuWan's president, Pei Feng, emphasized the importance of average charging rates over peak rates, comparing it to a steady running pace versus a sprint [8]. Group 2: Regulatory Changes and Safety Standards - New national standards for high-power charging will be implemented by the end of 2024, increasing the current limit from 250A to 800A and the voltage limit from 1000V to 1500V [8]. - The Ministry of Industry and Information Technology will release stringent safety requirements for electric vehicle batteries by March 2025, mandating that batteries must not catch fire or explode under specific conditions [8]. Group 3: Product Development and Market Position - JuWan Technology is developing a competitive XFC ultra-fast charging battery, which is expected to be mass-produced soon [9]. - The company has demonstrated that its batteries, with software updates, can outperform competitors' products, showcasing a significant performance leap [10]. - JuWan's batteries have shown impressive longevity, with one battery pack exceeding 310,000 kilometers of use and a degradation of less than 5% [10]. Group 4: Future Innovations - JuWan Technology is investing in next-generation solid-state batteries, aiming for energy densities of up to 450Wh/kg and charging rates of 6C [14]. - The company has received national project support for the development and industrialization of solid-state battery technology, with expectations for breakthroughs in ultra-fast charging and high energy density within 3-5 years [14].

| 6月会议预告 | | | --- | --- | | | 2025高工钠电 产业峰会 | | 主办单位： | 高工钠电、高工产业研究院（GGII） | | 总冠名： | 众钠能源 | | 会议时间： | 6月9日 | | 会议地点： | 苏州香格里拉大酒店（苏州虎丘区塔园路168号） | | | 2025高工固态电池 | | | 技术与应用峰会 | | 主办单位： | 高工锂电、高工储能、高工产业研究院（GGII） | | 总冠名： | 利元亨 | | 会议时间： | 6月10日 | | 会议地点： | 苏州香格里拉大酒店（苏州虎丘区塔园路168号） | 近年来，应用端对快充性能要求的日益提升，电池 的 充电 倍率 性能 指标 也水涨船高 。 近期 行业 龙头 推出 的 快充电池倍率已超10C以上。 然而 ， 在 行业 对 峰值倍率 的 关注 与 探讨 之外 ，始终 践行 超快充动力电池技术路线的 巨湾技研 ，选择 了 一条不同的技术路径—— 比起峰值 充电倍率，巨湾技研更关注电池充电的均值倍率，并采取了全恒流8.8C以上的超快充策略。 2024年底，大功率充电新国标的全面出台。新国标 将电流上限从250 ...