2025年1至6月份，科力远的营业收入构成为：动力电池占比30.14%，民用电池占比29.76%，镍矿产品 占比13.66%，贸易业务占比9.26%，锂电材料占比7.0%，储能收入占比6.31%。 截至发稿，科力远市值为101亿元。 每经AI快讯，科力远（SH 600478，收盘价：6.09元）8月26日晚间发布公告称，为布局储能业务，公司 参与投资设立的凯博（深圳）先进储能创新产业私募股权投资基金合伙企业（有限合伙）（以下简 称"储能产业基金"）拟投资项目公司，并以其为主体建设独立储能电站项目，上述项目公司均已取得了 独立储能电站项目建设所需的批准备案。 在储能产业基金取得项目公司的控制权后，为满足项目公司的经营发展资金需要，加快独立储能电站的 投资建设，公司拟按照50%的比例为项目公司的融资本金及其产生的相关债务提供担保，储能产业基金 的其他有限合伙人也同比例为项目公司提供担保，预计公司为项目公司提供的担保本金额度不超过8.4 亿元。 截至本公告披露日，不含本次担保预计额度，公司及其控股子公司对外担保总额约为46.41亿元，公司 对控股子公司提供的担保总额约为40.89亿元相关数额分别占公司最近一期经审计 ...

Group 1 - The company Kolyuan (SH 600478) announced that as of the disclosure date, the total amount of external guarantees provided by the company and its subsidiaries is approximately 4.537 billion yuan, with guarantees to subsidiaries amounting to about 4.089 billion yuan, representing 165.11% and 148.8% of the company's most recent audited net assets, respectively [2] - For the year 2024, the revenue composition of Kolyuan is as follows: power batteries account for 28.78%, civilian batteries account for 27.76%, trading business accounts for 12.89%, nickel products account for 12.71%, and lithium battery materials account for 12.22% [2]

Core Viewpoint - The article discusses the impact of the U.S. government's fluctuating tariffs on China, highlighting the resilience and adaptability of Chinese export-oriented companies in the face of these challenges [2][4][6]. Group 1: Tariff Impact - The U.S. government recently raised tariffs on Chinese goods to an unprecedented 125%, but subsequently exempted certain electronic products from these tariffs [2]. - Since the onset of the trade war, China's exports to the U.S. have decreased from 19.2% of total exports in 2018 to an estimated 14.7% in 2024, while U.S. investments in China have reached a record high of $1.27 trillion [4]. Group 2: Company Responses - Companies are not panicking but are instead strategizing their next steps, indicating a shift in mindset after eight years of trade conflict [4][14]. - Many companies plan to expand their business into non-U.S. markets, particularly in Europe and other emerging markets, to mitigate the impact of tariffs [8][12]. Group 3: Market Opportunities - Despite the high tariffs, some U.S. clients continue to place orders, demonstrating confidence in Chinese products and the competitive advantages they offer [4]. - Companies are exploring new markets and adapting their strategies to meet local consumer demands and cultural preferences in regions such as Europe, Central Asia, Southeast Asia, and Africa [8][10]. Group 4: Logistics and Supply Chain Adjustments - Logistics companies are adjusting their operations to follow client needs, indicating a proactive approach to changing market dynamics [10]. - Companies like 华夏物流 have already begun expanding their logistics networks in response to geopolitical changes, focusing on regions like Europe [11]. Group 5: Long-term Strategies - Companies are considering long-term strategies such as price adjustments, shifting supply chains, and increasing sales in alternative markets to counteract the effects of tariffs [11][12]. - The sentiment among many business leaders is one of resilience, with a belief that innovative solutions will emerge from the current challenges [13][14].