近日，赣锋锂业发布2025年半年度报告，该公司营业收入为83.76亿元，同比减少12.65%。 归属于上市公司股东的净亏损为5.31亿元，同 比收窄30.13%。 其中 锂电池业务 表现相对较好， 覆盖固态锂电池、动力电池、消费类电池、聚合物锂电池、储能电池及储能系统等五大类， 营业收入 29.75亿元，同比增长9.89%，占比提升至35.52%。 报告期内，四川赣锋年产5万吨锂盐项目在上半年完成生产线调试，产能逐步释放；青海赣锋一期年产1,000吨金属锂项目处于试生产阶段， 生产线爬坡至最优状态，计划今年9月申请安全验收，预计年底达产；公司电池级硫化锂产线逐步释放产能，赣锋硫化锂产品主含量 ≥99.9%、D50≤5μm，凭借高纯度、低杂质含量及优异的一致性，可满足高导电性固态电解质材料技术要求，目前已通过客户质量认证，已 向多家下游客户供货。 储能端， 587Ah大容量储能电芯 已实现规模化量产，并与多家行业头部企业建立长期稳定供应合作。 最新推出的6.25MWh储能系统，实现 了高效、长寿、安全三重突破，例如其高效热管理系统通过智能控温算法精准调节温差，电池寿命全面提升；C5级防腐设计，不少于15000 ...

8月19日晚间，湖南科力远新能源股份有限公司（以下简称"科力远"）发布的2025年半年报显示，受益HEV动力电池配套、消费类电池、储能等板块增长，上半年实现营业收入18.22亿元，同比 报告期内，科力远聚焦主业的同时，坚持技术创新，开展固态电池和半固态电池研发与技术合作，与多家头部制氢企业开展电解水制氢材料合作，打开向上增长空间。 本报记者肖伟 消费类电池业务也保持着高速增长势头。科力远持续深化在两轮车、移动充电柜、充电宝、智能家居等领域布局，与多家头部企业建立了长期战略合作伙伴关系。报告期内，科力远相关领域实现 在储能赛道，科力远通过大储能生态创新联合体模式，以终端需求拉动储能业务发展。上半年，由该公司通过储能产业基金投建的，河北井陉200MW/400MWh及河北望都100MW/200MWh独立储 科力远董秘张飞向《证券日报》记者表示："将通过储能电站的滚动开发、投资、建设、运营和资本化，实现公司储能产品及电站运营收入的稳步增长。" 在聚焦主业的同时，科力远持续加码技术研发。2025年上半年，科力远已完成干法电极技术的阶段性突破。张飞向《证券日报》记者透露："在独立储能电站的终端需求拉动下，预计将于2025 ...

2025年以来，A股龙头上市公司在港股市场掀起了一轮"A+H"上市热潮。这不，近期又有一家锂电池巨 头公布了自己的"A+H"上市计划。 7月30日，来自广东深圳的欣旺达电子股份有限公司(以下简称"欣旺达")在港交所递交招股书，拟香港 主板上市，高盛、中信证券为其联席保荐人。 该公司于1997年成立，于2011年登陆深交所，是一家全球锂电池科技创新领军企业。其业务贯穿消费电 池、动力电池及储能系统三大领域，尤其在消费电子领域头部优势显著。截止8月7日收盘，欣旺达 (300207)总市值近400亿元。 此次赴港上市，欣旺达有望成为继宁德时代、亿纬锂能之后的又一积极拥抱"A+H"的锂电池巨头。那 么，"A+H"模式之下，欣旺达的投资价值究竟怎么样呢? 手机电池行业"龙头"，年营收达560亿元 据智通财经了解，欣旺达以消费类电池业务起步，逐步拓展到动力类电池、储能系统及其他相关领域， 形成了从电池研发、设计、制造、销售到检测以及回收的全面一体化业务布局。 深耕电池行业近30年，该公司俨然成为行业龙头企业。根据灼识咨询报告，于2024出货量计，欣旺达已 成为全球最大的锂离子电池厂商，欣旺达在全球手机电池市场排名第一，市 ...

Core Viewpoint - XINWANGDA, a well-established lithium battery manufacturer in China, is seeking to list on both A-share and H-share markets, becoming the third domestic lithium battery company to do so after CATL and EVE Energy [1] Group 1: Company Overview - As of August 11, XINWANGDA's A-share price was 21.99 CNY per share, with a total market capitalization of approximately 40.589 billion CNY [2] - XINWANGDA is the largest mobile phone lithium battery manufacturer globally, holding a market share of 34.3% [2] - The company reported a record revenue of 56.021 billion CNY for 2024, with a year-on-year increase in net profit of nearly 400 million CNY [2] - However, the net profit margin has remained below 1% since 2023, with Q1 2025 showing only 0.24% [2] Group 2: Financial Performance - XINWANGDA has raised over 106.688 billion CNY since its listing, with direct financing accounting for 10.496 billion CNY and indirect financing through loans totaling 96.189 billion CNY [10] - The company has a cash reserve of less than 10.8 billion CNY but faces a short-term debt of over 13.4 billion CNY, resulting in a short-term debt gap of over 2.7 billion CNY [2][34] - Operating cash flow has shown a net inflow over the past three years, with amounts of 439 million CNY, 2.73 billion CNY, 2.992 billion CNY, and 1.46 billion CNY respectively [29] Group 3: Business Segments - XINWANGDA's lithium battery business spans five major areas: consumer batteries, power batteries, energy storage systems, smart hardware, and innovation [24] - The consumer battery segment remains the primary revenue source, contributing around 55% of total revenue from 2022 to 2024 [25] - The company is also the second-largest manufacturer of notebook and tablet batteries globally, with a market share of 21.6% [25] Group 4: Market Position and Clientele - XINWANGDA's major clients include well-known brands such as Xiaomi, OPPO, and Huawei, as well as automotive companies like Li Auto and Xpeng [28] - The company has a high revenue concentration from its top five clients, which accounted for 58.1%, 47.7%, 44.3%, and 40.3% of total revenue in the respective years [28] Group 5: Management and Governance - The company was founded by Wang Mingwang and Wang Wei, who currently hold 19.6% and 7.18% of shares respectively, making them the actual controllers of the company [13] - Wang Wei has taken over as the chairman and general manager after Wang Mingwang stepped down in 2016 [16]

全球最大的手机电池厂商欣旺达赴港IPO。 格隆汇获悉，近期，欣旺达电子股份有限公司（简称"欣旺达"）向港交所递交招股书，拟在香港主板上市，高盛、中 信证券为其联席保荐人。 欣旺达（300207）主要从事锂电池研发、设计、制造和销售，产品包括消费类电池、动力类电池及储能系统。公司 2011年在深交所上市，2022年GDR在瑞士证券交易所上市，如今又冲击港交所。 如今锂电池市场情况如何？不妨通过欣旺达来一探究竟。 01 深圳宝安区冲出一家锂电池IPO，三年累计派息近5亿 欣旺达总部位于广东深圳市宝安区石岩街道，其历史可追溯至1997年成立的深圳市欣旺达电子有限公司，由王明旺与 王威共同创办。 公开资料显示，王明旺出生于1967年，广东茂名人。高中毕业后，17岁的王明旺带着家里凑的几十块钱去深圳闯荡， 后来因工作缘故接触到锂电池业务，当时国内锂电池才刚起步，他敏锐地发现其中的巨大商机。 但王明旺前两次在锂电池领域的创业均以失败告终，直到30岁那年，王明旺与堂弟王威共同创立了欣旺达，开始成为 电池OEM、ODM供应商。 随着生意越做越大，以及欣旺达的上市，王明旺的身价也大增。截至8月6日收盘，欣旺达A股总市值约401 ...

发力动力类电池 1997年，王明旺、王威兄弟在深圳创立欣旺达，彼时电动车尚处于蓝图阶段。与同处深圳的电动车巨头比亚迪相似，欣旺达以消费类电池起家，现已成为该领域龙头企业，2020年起蝉联全球手 2014年成立动力类电池事业部后，欣旺达正式进军电动车电池领域。相较2008年入局的宁德时代等老牌企业，其涉足晚近十年。 中国新能源汽车产业迅猛发展，赋予欣旺达充足增长机遇。据上市文件披露，其动力类电池业务营收由2022年的127亿元，增至2024年的151亿元（约合20亿美元）。该业务增速领跑公司整体 上市文件显示，欣旺达客户涵盖理想、小鹏、零跑、广汽、上汽、雷诺、日产等中国市场主流电动车企。然而，据中文媒体报道，公司出货量高度集中于单一客户，理想去年独占其四成订单。 能源市场追踪机构SNE Research数据显示，今年前五月，宁德时代与比亚迪合计占据中国电动车电池市场67%的累计装车量。欣旺达以2.87%市占率位列第七，与中创新航(3931.HK)、国轩 深厚的消费类电子根基使欣旺达持续保持盈利，这令多数同行望尘莫及。中国数据供应商Wind显示，过去十年该公司季度财报从未亏损。今年一季度延续传统，其营收123亿元 ...

Core Viewpoint - Company X, a leading lithium-ion battery manufacturer, has submitted an application for listing on the Hong Kong Stock Exchange to enhance its global strategy and brand image, despite facing challenges in its financial performance and previous plans for a spin-off that have not progressed due to losses [1][3]. Group 1: Business Overview - Company X was established in 1997 and has developed a comprehensive business model covering research, design, manufacturing, sales, testing, and recycling of lithium batteries [3][5]. - The company has a diverse product matrix including consumer batteries, power batteries, and energy storage systems, serving a wide range of global customers [5][7]. - Company X has established partnerships with major smartphone manufacturers, and as of 2024, it holds a 34.3% market share in the global smartphone battery market, maintaining its position as the largest supplier for five consecutive years [7][8]. Group 2: Financial Performance - The company's revenue for the years 2022, 2023, and 2024 was 521.62 billion, 478.62 billion, and 560.21 billion RMB respectively, with a notable 8.2% decline in 2023 [9][10]. - The net profit decreased from 763.36 million RMB in 2022 to 330.75 million RMB in 2023, before recovering to 534.28 million RMB in 2024, indicating a volatile profit trend [11][12]. - The gross margin has shown a slight improvement from 12.0% in 2022 to 15.4% in Q1 2025, but the net margin has significantly declined, reaching only 0.2% by the end of Q1 2025 [13][14]. Group 3: Financial Challenges - Company X faces significant financial challenges, with accounts receivable increasing by 34.6% to 160.79 billion RMB by the end of 2024, outpacing revenue growth [14][15]. - The company has a cash balance of approximately 107.52 billion RMB but also carries short-term borrowings of 102.97 billion RMB, indicating potential liquidity issues [15][16]. - Previous attempts to raise funds through a spin-off and a private placement have been unsuccessful, and the company has halted several projects due to market conditions [16][18].

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） 7 月 30 日，欣旺达向港交所主板提交上市申请。 招股书显示，欣旺达与全球最大的智能手机公司、小米、联想、 OPPO 、 vivo 、荣耀及传音等 重要厂商建立长期稳定合作关系， 2024 年销量前十名的全球手机厂商均为其客户。 此前，欣旺达已于 2011 年 4 月 21 日在 A 股上市，并于 2022 年成功发行 GDR （全球存托 凭证）登陆瑞交所。 | 編纂]項下的[編纂]數目 : [編纂]股H股(視乎[編纂] | | | | --- | --- | --- | | 行使與否而定) | | | | [編纂]數目 | .. | [編纂]股H股(可予重新分配) | | [编纂]數目 | ...

来源：雷递 雷递网 雷建平 7月31日 欣旺达电子股份有限公司（简称："欣旺达"）日前递交招股书，准备在港交所上市。 欣旺达成立于1997年，2011年4月在深交所上市，2022年11月GDR在瑞士证券交易所上市。 一旦在港交所上市，欣旺达将形成"A+H"的格局。 | | | 截至12月31日止年度 | | 截至3月31日止三個月(1) | | | --- | --- | --- | --- | --- | --- | | | 2022年 | 2023年 | 2024年 | 2024年 | 2025年 | | 產量 | | | | | | | 消費類電池(百萬只) | 541.4 | 492.8 | 625.3 | 127.5 | 148.2 | | 動力類電池(GWh) | 14.3 | 11.7 | 27.6 | 3.5 | 6.5 | | 儲能系统(GWh) | 4.1 | 4.9 | 9.3 | 1.6 | 4.0 | 欣旺达电子2025年第一季度生产消费类电池1.482亿只，生产动力类电池650万只，生产储能系统电池400万只。 | | | | 截至12月31日止年度 | | | | | 截至3月3 ...

Core Viewpoint - Company Xinda (300207) has submitted a listing application to the Hong Kong Stock Exchange, with Goldman Sachs and CITIC Securities as joint sponsors. The company focuses on the research, design, manufacturing, and sales of lithium batteries, providing comprehensive solutions from battery cells to systems, covering consumer batteries, power batteries, and energy storage systems [1]. Group 1: Market Position - Xinda holds a leading position in the global mobile phone battery market with a market share of 34.3% in 2024, according to ZhiShi Consulting data [1]. - The company is the second-largest manufacturer of batteries for laptops and tablets globally, with a market share of 21.6% [1]. Group 2: Business Development - The company started with consumer battery business and gradually expanded into power batteries and energy storage systems, forming an integrated business layout, with consumer battery revenue accounting for over 50% of total revenue [1]. - As of March 31, 2025, the company has 19 production bases in China and 6 overseas to meet global customer demand [2].