证券之星消息，2025年8月26日普利特（002324）发布公告称公司于2025年8月26日召开业绩说明会，西部 证券、嘉实基金、金鹰基金、中信资管、招商证券资管、银河基金、富国基金、华泰柏瑞、淡水泉投资、 慎知资产、东兴基金、天风证券、东吴证券资管、博道基金、百嘉基金、长生人寿、深圳创富兆业、久期 投资、青岛朋元资产、金格投资、长安国际信托、思晔投资、开源证券、毕盛(上海)投资、信达证券、申 万宏源、国投证券、中金公司、南方基金、交银施罗德基金参与。 具体内容如下： 一、公司情况介绍 公司董事会秘书蔡青先生介绍了公司近期的基本情况，和公司未来战略发展规划。 二、交流互动摘要 问：公司 2025 上半年经营情况如何？ 答：公司 2025 年上半年业绩较去年同期产生了较大幅度的增长，主要系公司改性材料业务订单量饱满， 新增产能逐渐释放，有效缓解部分产品需求，同时叠加非汽车业务市场突破，推动改性材料板块营业收入 持续增长；公司新能源业务经营情况较去年明显改善，其中方形电池供不应求，同时伴随着钠离子电池订 单增加，半固态电池下线量产，推动公司新能源板块营业收入同比增长 21.32%。 问：公司 LCP 薄膜的壁垒主 ...

证券代码： 002324 证券简称：普利特 上半年公司新能源板块经营业绩触底反弹，未来随着公司在海外 布局的加速；钠离子电池的快速发展；半固态电池的持续交付；新 增方型产线产能的供不应求,将对公司新能源板块业绩起到积极的 影响。 3、公司在机器人领域的进展情况如何？ 公司作为改性材料行业的龙头企业，材料应用在绝大部分的国内 外主机厂中。公司积极布局改性 PEEK，改性 PPS，改性 PA 等材料在 机器人领域的应用，与下游机器人终端客户和零部件客户在前端设 计和验证方面进行三方深度合作，目前部分材料已经批量供应于工 业机器人领域，未来公司将重点推进改性材料产品在人形机器人的 轻量化应用。 4、公司 LCP 薄膜的壁垒主要体现在哪些方面？ 上海普利特复合材料股份有限公司投资者关系活动记录表 编号：2025-08-26 | 投资者关 | □特定对象调研 □分析师会议 | | --- | --- | | 系活动类 | □媒体采访 业绩说明会 ☑ | | 别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 （请文字说明其他活动内容） | | 参与单位 | 西部证券、天风证券、开源证券、信达证 ...

Core Viewpoint - The company reported significant growth in its financial performance for the first half of 2025, driven by strong demand in its modified materials and new energy sectors, with total revenue reaching CNY 4.09 billion, a 9.06% increase year-on-year [4][14]. Financial Performance - The company achieved total operating revenue of CNY 408,977.86 million, an increase of 9.06% compared to the same period last year [4][14]. - Operating profit was CNY 22,526.72 million, reflecting a 52.46% increase year-on-year [4][14]. - Total profit amounted to CNY 22,540.60 million, up 55.93% from the previous year [4][14]. - Net profit attributable to shareholders was CNY 20,729.14 million, marking a 43.94% increase compared to the same period last year [4][14]. Business Segments - The modified materials business saw a substantial increase in orders and production capacity, contributing to revenue growth [4][5]. - The new energy sector experienced a notable improvement, with square battery production in high demand and an increase in sodium-ion battery orders, leading to a 21.32% revenue growth in this segment [4][8]. Strategic Developments - The company is expanding its modified materials production bases, with new plants in Anhui and Tianjin expected to alleviate capacity constraints and enhance market share [5]. - The company is actively pursuing international expansion, with production facilities established in the US, Mexico, Thailand, and Poland to meet global customer demands [5]. - The company is focusing on applications of its products in emerging markets such as humanoid robots and low-altitude flight, with ongoing collaborations for product validation [5][6]. New Energy Initiatives - The company’s new production lines for square batteries are operating at full capacity, with plans to further meet overseas demand [8]. - The establishment of Guangdong Haishida Sodium Star Technology Co., Ltd. aims to accelerate the development of sodium-ion battery business, with sufficient orders in hand [8]. - The successful mass production of semi-solid batteries at the Zhuhai base is expected to positively impact the new energy segment's performance [8].

Core Insights - The demand for square batteries is increasing among global automakers, with companies like BMW, Mercedes-Benz, and Volkswagen expanding their usage, and Tesla reportedly planning to source from South Korean manufacturers [1] Group 1: Market Trends - The share of square batteries in the global power battery market is projected to rise from over 50% in 2021 to 77% by 2024, according to SNE Research [1] Group 2: Company Developments - Samsung SDI is enhancing its existing advantages by introducing new technologies such as thermal diffusion prevention and Cell to Pack [1] - LG Energy Solution is collaborating with General Motors to develop square batteries, with plans for application in GM's large SUVs and pickups by 2028 [1] - SK On has completed the research and development of square batteries [1]

年会预告 2025（第十五届）高工锂电年会 暨十五周年庆典&高工金球奖颁奖典礼 主办单位： 高工锂电、高工产研（GGII） 协办单位： 卡洛维德 总冠名： 海目星激光 年会特别赞助： 大族锂电 专场冠名： 欣旺达、英联复合集流体、逸飞激光、华视集团、欧科工业空调 金球奖全程特约赞助： 思客琦 时间&地点： 2025年11月18-20日 深圳前海华侨城JW万豪酒店 会议合作： 陈女士 13560731836（微信同号） ◆ 电池 ◆ 康迪科技成为宁德时代换电站设备供应商 据康迪科技官微消息，康迪科技旗下全资子公司中换电 ( 浙江 ) 科技有限公司 8 月 12 日宣布已 与宁德时代新能源科技股份有限公司正式签署《框架采购合同》，成为宁德时代换电站设备的供应 商。目前，双方已进行首个重卡换电站订单的对接。 乐道启用 60 度电池包租用试点 8 月 11 日，乐道汽车总裁沈斐宣布，正式启动乐道 L90 车型 60 度电池包租用试点方案，回应 用户对更小电池包的广泛呼声。 此次试点政策仅限 BaaS 用户，南方通勤用户（尤其具备家充条件者）可联系销售申请改配。选 择 60 度电池后，用户日常可享 400+ 公里市区续 ...

Core Viewpoint - The conference focused on the future of battery shapes in two-wheeled vehicles, discussing the coexistence of cylindrical, square, and soft-pack batteries based on market and user needs [1][3][4]. Group 1: Conference Overview - The 2025 Fifth Two-Wheeled Vehicle Battery Exchange Conference was held in Shenzhen, gathering over 300 industry leaders and 600 executives to discuss advancements in battery technology [1]. - A roundtable discussion on the competition among battery shapes for electric bicycles was a key highlight, featuring experts from various companies [1][3]. Group 2: Battery Shape Discussion - The consensus among industry leaders is that cylindrical, square, and soft-pack batteries will coexist for a considerable time due to diverse market demands and vehicle types [3][4][6]. - Cylindrical batteries are favored for their safety and performance, particularly in electric motorcycles, while square and soft-pack batteries cater to different market segments [4][5][8]. Group 3: Technological Innovations - Innovations in large cylindrical batteries are expected to accelerate their adoption, with companies achieving breakthroughs in mass production techniques [6][7]. - Equipment manufacturers are investing in research and development to enhance battery safety and efficiency, aiming to support clients in the commercialization of new products [7][9].

Core Viewpoint - The article highlights the upcoming 2025 Fifth Electric Two-Wheeler Battery Swap Conference and Lightweight Power Battery Technology Summit, focusing on advancements in battery technology and the electric two-wheeler industry, with significant participation from key industry players [1][10]. Group 1: Event Details - The conference will take place on July 10-11 at the Dingshilou International Hotel in Bao'an, Shenzhen, and will feature discussions on high-rate, ultra-fast charging, new materials, and innovative processes in battery technology [1]. - Over 300 influential companies in the battery swap and electric two-wheeler sectors are expected to attend, with more than 600 executives participating in discussions on industry development [1]. Group 2: Company Overview - Multi-Fluorine New Energy Technology Co., Ltd. was established in December 2010 and has a registered capital of 1.66163 billion yuan, with a production facility covering 145,000 square meters and over 2,000 employees [1][2]. - The company specializes in the research and production of new power batteries and materials, with products widely used in electric bicycles, electric vehicles, and various energy storage applications [1][2]. Group 3: Technological Capabilities - The company has a strong R&D team, including PhDs and experienced engineers, and has filed over 200 patents, equipped with advanced testing and analysis equipment [3][4]. - It has developed core technologies for battery materials, including innovations in molecular structure and advanced non-woven fabric separators, significantly enhancing battery performance [4]. Group 4: Product Development - The company is actively pursuing breakthroughs in sodium-ion battery technology, having begun development in 2017, and has unique sodium salt systems in the industry [4]. - Multi-Fluorine has established long-term partnerships with leading domestic automotive manufacturers, applying its self-developed battery products across various sectors [4][5]. Group 5: Industry Commitment - The company is committed to making lithium batteries accessible to households and focuses on green energy development, reinforcing its competitive edge in the new energy battery sector [5].

Core Viewpoint - The article emphasizes the critical transformation period in China's battery industry, highlighting the innovative achievements and development plans presented at the CIBF 2025 conference, with a focus on the comprehensive product matrix of BAK Battery, a leader in the lithium battery sector [1]. Group 1: BAK Battery's Innovations - BAK Battery has developed a full range of cylindrical batteries, showcasing advancements in high-capacity, high-power, and high-safety features, driven by cutting-edge technologies such as full-tab technology and high-nickel/high-silicon material systems [3][4]. - The full-tab 1865-30D battery targets the power tool sector, offering a maximum continuous discharge of 60A, charging from 10% to 80% SOC in just 9 minutes, and achieving 600 cycles in extreme temperature ranges from -40°C to 80°C [4][6]. - BAK's polymer batteries are highlighted for their high power, fast charging, and energy density, catering to diverse applications such as mobile power and smart home devices, aligning with the evolving demands of AI-driven electronic products [10]. Group 2: Solid-State Battery Development - BAK Battery is accelerating the industrialization of solid-state batteries, planning to launch a 390Wh/Kg solid-state battery by the end of 2025, with an 800-cycle lifespan, targeting high-performance sectors like eVTOL and explosion-proof safety equipment [8]. Group 3: Square Battery Advancements - The company has introduced a 688Ah square cell, focusing on material innovation and process improvements to enhance competitiveness in the clean energy sector by reducing the cost per Wh [12][14]. - BAK's square batteries are characterized by long cycle life, high energy density, and excellent low-temperature performance, applicable in various fields including communication base stations and green transportation [14]. Group 4: Industry Outlook - The lithium battery industry is positioned as a key player in China's "new three samples" industries, facing challenges in quality improvement and enhancing supply chain resilience [14]. - BAK Battery's executive emphasizes the company's commitment to innovation and R&D investment to support sustainable development and contribute to a low-carbon future [14].

Core Viewpoint - The innovation and breakthroughs in power battery technology are crucial for competition in the booming electric vehicle industry, with EVE Energy showcasing strong development momentum in the large cylindrical battery sector [2][3]. Group 1: Technological Innovation - EVE Energy proposed an in-situ upgrade solution for large cylindrical batteries at the 2025 Shanghai Auto Show, allowing for differentiated performance without changing the shell design [2]. - The company has over 20 years of experience in research and production of cylindrical batteries, which supports its technological advancements and production capabilities [5][9]. Group 2: Market Demand and Application - The demand for large vehicles, especially SUVs, is increasing in the Chinese automotive market, and large cylindrical batteries can meet diverse user needs for range and charging time [7]. - EVE Energy aims to enhance the market penetration of large cylindrical batteries in mid-to-high-end vehicles, targeting a penetration rate of 10% to 30% [12]. Group 3: Competitive Advantages - EVE Energy's deep historical accumulation in cylindrical battery technology, complete R&D and manufacturing capabilities, and a differentiated development path provide it with a competitive edge in the market [9]. - The company emphasizes the importance of industry competition in driving technological progress and market development, positioning itself as a leader in the large cylindrical battery sector [12]. Group 4: Safety and Recycling - EVE Energy is actively involved in setting new national standards for battery safety, significantly enhancing the safety requirements for large cylindrical batteries [16]. - The use of ternary materials in large cylindrical batteries offers higher recycling value compared to lithium iron phosphate batteries, providing better economic benefits at the end of the battery's life [16]. Group 5: International Market Strategy - The in-situ upgrade concept of large cylindrical batteries aligns well with international market demands, allowing for efficient use of production lines and reducing risks associated with overseas manufacturing [13]. - EVE Energy is committed to improving battery performance and user experience through innovations such as liquid cooling technology and unique foaming techniques [13][14].

Core Viewpoint - The automotive industry's shift towards electrification emphasizes the importance of battery safety, with new stringent regulations set to enhance product safety and consumer confidence [1] Group 1: Battery Safety Regulations - The Ministry of Industry and Information Technology has approved the implementation of the "Safety Requirements for Power Batteries for Electric Vehicles" (GB38031-2025), effective from July 1, 2026, marking it as the strictest safety regulation for power batteries [1] - Industry experts believe that the new standards will elevate safety levels across the sector, ensuring consumers feel more secure using electric vehicles [1] Group 2: Development of Large Cylindrical Batteries - Large cylindrical batteries are gaining traction among automakers, with claims that their manufacturing efficiency can reach ten times that of square batteries, and their standardized design allows them to become standard automotive components [2] - The 4680 battery, characterized by a diameter of 46mm and a height of 80mm, represents a significant breakthrough in energy density through structural innovation [2] - The large cylindrical battery's fixed dimensions and diverse chemical systems can reduce R&D cycles by 80% and meet the rapid iteration demands of electric vehicles [2] Group 3: Market Trends and Future Outlook - Major automotive brands, including BMW and Tesla, are adopting large cylindrical batteries, indicating a shift towards industrialization of this technology [3] - The market for large cylindrical batteries is expected to grow, particularly in the mid-to-high-end segments, as existing square battery capacities may gradually be phased out [3] - The large cylindrical battery is positioned to address the limitations of lithium iron phosphate batteries, particularly in terms of range and efficiency for larger electric vehicles [3] Group 4: Emerging Applications and Innovations - The humanoid robot industry is experiencing rapid growth, with projections indicating a surge in global shipments, potentially exceeding 1 million units by 2025 [4] - Large cylindrical batteries are not only favored in the electric vehicle sector but are also expanding into new applications such as energy storage and low-altitude economy [4] - The company is actively entering the humanoid robot market, with plans to enhance battery energy density to 350-400 Wh/kg and develop solid-state batteries [7]