Core Viewpoint - The company, Haopeng Technology, is expected to achieve significant profit growth in the first half of 2025, driven by strategic partnerships, operational efficiency improvements, and advancements in the AI+ edge hardware market [1] Group 1: Financial Performance - Haopeng Technology forecasts a net profit of 90 million to 102 million yuan for the first half of 2025, representing a year-on-year increase of 228.03% to 271.77% [1] - The company's non-recurring net profit is expected to grow by 308.80% to 378.88% year-on-year, with revenue projected to increase by 15.72% to 20.90% [1] Group 2: Strategic Initiatives - The company has implemented an "All in AI" strategy, penetrating emerging fields such as AI+ edge hardware, AI server power supplies, and robotics, establishing a comprehensive battery product matrix for AI+ edge applications [1][2] - Haopeng Technology is focusing on addressing technical challenges related to high energy consumption and heat dissipation in AI devices by developing innovative battery technologies [3] Group 3: Market Potential - The AI+ edge market in China is projected to exceed 250 billion yuan by 2025, with a year-on-year growth rate of 35%, and is expected to reach 1.2 trillion yuan by 2030, indicating a compound annual growth rate (CAGR) of 30.8% from 2025 to 2030 [2] - Globally, the AI+ edge market is anticipated to grow to 143.6 billion USD (approximately 1040 billion yuan) within the next eight years, achieving a tenfold increase over ten years [2] Group 4: Production and Operational Efficiency - The company has consolidated its production capacity at the Tonghu New Industrial Park, enhancing resource sharing and operational efficiency through the implementation of the Highpower Business System (HBS) [4] - New production capacity is expected to be effectively utilized through ongoing strategic customer engagement and increasing order shares [5] Group 5: Employee Incentives and Long-term Growth - Haopeng Technology has introduced an employee stock ownership plan to align the interests of core personnel with the company's long-term development, setting a net profit target of 180 million yuan for 2025 [6] - The plan aims to ensure that key team members, particularly in R&D and manufacturing, are incentivized to contribute to the company's strategic execution and market competitiveness [6]

证券代码：001283 证券简称：豪鹏科技 深圳市豪鹏科技股份有限公司 投资者关系活动记录表 编号：2025-004 答：为保证公司长远可持续发展，公司制定了中长期战略 发展规划。踏实做好生产经营，立足消费类电池主业的同时， 保持敏感度，积极布局包含 AI+端侧、机器人、低空经济在内 的各类新应用领域，加快前瞻性技术储备。坚持"核心业务深 耕与新兴赛道突破"双轨发展战略，以多元化产品矩阵持续夯 实公司核心竞争力，推动公司业绩稳健、高质量发展。 2.公司 2025 年毛利率的提升改善趋势？ 答：公司在经历了过去两年的产能整合过渡期之后，当前 已经理顺核心业务聚焦及产能支撑的逻辑，把握 AIPC 换机潮、 AI 手机普及、其他 AI+端侧及机器人等新市场机遇。 一季度是消费电子行业的传统淡季，公司整体产能利用 率处在全年最低位置，各项分摊费用相对固定，且部分新兴领 域产品短期规模效益尚未显现、良品率有提升空间，构成了对 毛利率的压制。预期从二季度开始，产能利用率将会逐步提升 改善，毛利率也将逐步得到修复。 展望 2025 年全年，公司通过聚焦高毛利市场和价值客户 的价值订单，布局更多有发展潜力的新应用领域，开源工 ...

4月27日晚间，豪鹏科技（001283）（001283.SZ）发布的2024年度报告显示，公司实现营业收入51.08 亿元，同比增长12.50%；归母净利润9125.38万元，同比增长81.34%；经营性现金流量净额4.69亿元， 同比增长97.33%。更值得关注的是，根据公司公告，2025年第一季度实现营业收入12.25亿元，同比增 长23.27%，归母净利润3181.35万元，同比增长903.92%；经营性现金流量净额1.05亿元，同比增长 288.13%，盈利质量持续提升，并创下了公司上市三年来一季度最佳表现。这份来之不易的业绩增长曲 线，印证了公司在追求高质量发展及盈利修复方面做所的努力，及AI+端侧硬件领域的战略前瞻性布局 正在转化为实际的经营结果。 All in AI战略显效，端侧业务构筑强劲增长曲线 在"All in AI"战略驱动下，豪鹏科技已完成从传统消费电池供应商向AI+端侧一站式电池解决方案商的 转型跃迁。公告显示，公司在坚持深耕消费类领域，不断提升公司产品市场竞争力和供应份额的同时， 积极面向新兴领域，强化AI+端侧硬件、AI服务器电源（BBU）、具身智能机器人、无人机及低空经济 等新 ...