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]

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） ...

| 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 ...

Group 1 - The core viewpoint of the article highlights that Guangzhou JuWan Technology Co., Ltd. has successfully completed the first public test of the new national standard for ultra-fast charging batteries, showcasing significant performance improvements in their mass-produced products after software updates [1][2]. - The new national standard, set to be released by the end of 2024, raises the current limits for charging interfaces, increasing the current limit from 250A to 800A and the voltage limit from 1000V to 1500V, which aims to ensure safety, cost-effectiveness, and energy efficiency [1][3]. - JuWan Technology's XFC ultra-fast charging battery can charge from 5% to 63% state of charge (SOC) in just 3 minutes and 58 seconds, which is 62 seconds faster than the claimed time of competitors' products, demonstrating a competitive edge in the market [2]. Group 2 - The president of JuWan Technology, Pei Feng, believes that ultra-fast charging will become a standard feature in electric vehicles, similar to the transition from manual to automatic transmissions, indicating a shift towards a "no ultra-fast charging, no electric vehicle" era [3]. - JuWan Technology emphasizes the importance of integrating scene requirements into product development, aiming to create high-standard technology that delivers exceptional hardware performance [3]. - The company is focused on developing more competitive XFC ultra-fast charging battery products, which are expected to be mass-produced and launched soon, with the goal of achieving "technological equality and sharing the beauty of technology" [3].

5月20日，广州巨湾技研有限公司（以下简称"巨湾技研"）举办技术开放日，并完成了充电新国标发布后的行业首次公开测试。 全程恒流，兼顾效率与寿命 超前技术储备，无缝衔接新国标 2024年底，大功率充电新国标全面出台。其中，对充电接口的电压及电流均有明确规定，电流上限从250A提升至800A，电压上限从1000V提升到 1500V，该标准覆盖充电桩枪头与车载充电插座。此规定综合考量安全性、成本及能效，既为充电安全预留冗余空间，又能兼容新旧国标接口，避免因电流 提升导致元器件升级成本呈几何级增长。 在此次充电新国标行业首次公开测试中，作为超快充电池领域的黑马，巨湾技研已量产的成熟电池产品通过软件升级实现性能跃升：基于 800A 国标充 电桩，其 XFC 极快充电池在 5%-63% SOC 区间充电耗时仅 3 分 58 秒，较兆瓦闪充标称时间快 62秒；5 分钟充入 54.54kWh 电量（5%-78% SOC），平均充 电倍率达 8.8C，超越友商在 1000A 非国标桩上的表现。搭载该电池的 2022 款 AION V Plus 车型，经软件升级后，0-80% SOC 区间持续平均倍率超 8C， 20%-70% ...

电池厂竞逐eVTOL蓝海 "本次取得OC证后，亿航智能将集齐包括产品型号合格证（TC）、标准适航证（AC）、生产许可证 （PC）在内的四证，标志着低空载人服务及未来城市空中交通正式开启商业化进程，逐步走向大众消 费的普及阶段。"亿航智能相关负责人告诉证券时报记者，接下来，消费者可在广州、合肥相关运营点 购票，体验低空游览、城市观光等商业载人服务。 无独有偶，今年3月，另一家低空经济明星企业小鹏汇天密集向孚能科技、亿纬锂能等电池厂下发定点 通知书，加速产业化进程。按照计划，该公司分体式飞行汽车"陆地航母"将于2026年实现量产交付。 除此之外，峰飞航空货运版机型已获TC及PC，5座载人版机型预计于2026年完成适航取证；沃飞长空、 零重力、时的科技、沃兰特航空等企业eVTOL产品的取证工作也在加速推进中。 eVTOL商业化渐行渐近，一幅新的产业链图谱随之展开，业内企业纷纷摩拳擦掌，欲从中分得一杯 羹。 业内人士指出，eVTOL零部件有70%~80%与新能源汽车重合，而动力电池作为核心零部件，受益 eVTOL产业化的确定性较大。 近期，亿航智能旗下广东亿航通用航空有限公司及其合资企业合肥合翼航空有限公司，获得中国 ...