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 ...

欣旺达电子股份有限公司投资者关系活动记录表 编号：2025-002 | 投资者关系活动 | □特定对象调研 □分析师会议 | | --- | --- | | 类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | ■其他 电话会议 | | 参与单位名称及 | 申万菱信、浙商证券、三峡资本、财通证券、浦银国际、国海证券、 | | 人员姓名 | 中泰证券、中信证券、太平洋证券、天风证券、东吴证券、花旗、开 | | | 源证券、西部证券、中金公司、瑞银、摩根大通、中银国际、民生证 | | | 券、易方达基金、泰康资管、大家资产、彬元资本等其他多家机构。 | | 时间 | 2025 年 4 月 28 日 | | 地点 | 公司会议室 | | 上市公司接待人 | 董事会秘书：曾玓 | | 员姓名 | 财务总监：刘杰 | | | 一、公司介绍 | | | 1、公司领导介绍公司 2025 年第一季度业绩的基本情况 | | | 答：公司 2025 年第一季度实现营业收入 122.89 亿元，同比增长 | | | 11.97%；归属于上市公司股东的净利润为3.86亿元，同比 ...

Core Viewpoint - The smartphone market is witnessing a rising competition for "small screen flagships," with OnePlus launching the 13T as the industry's first "small screen performance flagship" featuring a 6.32-inch display and high-end specifications [1][4]. Market Trends - The small screen smartphone market has seen a surge in activity since the second half of 2024, with multiple flagship models being released, including the vivo X200 Pro mini, Xiaomi 15, Samsung Galaxy S25, and OPPO Find X8s, all around 6.3 inches [1]. - Over 50% of consumers are actively interested in small screen models, indicating a shift in consumer demand and technological trends [2]. Technological Advancements - Recent technological advancements, such as the introduction of high-performance processors like Snapdragon 8 and Dimensity 9400, have enabled small screen smartphones to deliver strong performance despite their compact size [3]. - Innovations in battery technology, particularly silicon-carbon anode batteries, have addressed previous concerns regarding battery life in small screen devices [3]. Market Performance - The Chinese smartphone market has shown positive performance in early 2025, with a 2.5% year-on-year increase in sales, largely driven by government subsidy policies and the Spring Festival sales peak [5][6]. - The overall smartphone shipment in China reached 71.6 million units in the first quarter of 2025, reflecting a 3.3% year-on-year growth, although this growth was below IDC's expectations [6]. Challenges and Future Outlook - Despite the initial boost from subsidy policies, the effectiveness of these measures is waning, and the market is facing challenges such as rising costs and cautious consumer sentiment [7][8]. - Companies are encouraged to focus on product quality and innovation to differentiate themselves in a competitive landscape, as the subsidy will not be a core competitive advantage [7][9].

摘要 硅碳负极电池成为新品手机的主流选择。 3月10日，供应链消息称，苹果首款折叠屏手机将搭载宁德新能源独家供应的硅碳负极电池，采用 3D叠片技术，容量达5000mAh以上。 此前，华为于2024年9月发布的Mate XT三折叠手机已采用厚度仅1.9毫米的硅负极大容量电池，容 量达5600mAh，较传统石墨负极电池减薄30%以上。 荣耀青海湖电池、小米金沙江电池、vivo蓝海电池等均基于硅碳负极技术，容量普遍突破 5000mAh。 多氟多浙江中宁硅业5000吨/年硅碳负极材料项目已启动，配套硅烷及多孔碳产能； 当前扩产项目多聚焦硅碳路线，因成本优势更受青睐，多孔硅碳制备成本已降至20万元/吨以下， 较硅氧路线低30%。 企业通过一体化布局降低成本，例如中宁硅业、安徽邦德锐等同步建设硅烷、多孔碳等上游原料产 线。 下游动力电池也正试图将硅碳负极的性能优势向动力领域迁移。宁德时代、亿纬锂能、特斯拉等企 业的高端电池产品都采用"高镍+高硅"方案，拉动硅碳负极需求。 三星也有计划在其S26系列中导入硅碳电池技术，以提升电池容量，甚至此前传出要将容量提升至 7000mAh以上。然而，根据近期消息，由于量产工艺等限制虽无 ...

Battery - The successful operation of 10 units of 120-ton pure electric mining trucks equipped with lithium iron phosphate (LFP) batteries has been reported, achieving batch application in the open-pit mining sector. These trucks can work continuously for over 5 hours after a 1-hour charge, accumulating 3,400 hours and 59,000 kilometers during trial operations, demonstrating stronger power performance and lower transportation costs compared to traditional diesel trucks [2] - BASF, the Yangtze River Delta Physical Research Center, and Beijing Weilan New Energy Technology Co., Ltd. have signed a cooperation agreement to jointly develop the next generation of solid-state battery packs, focusing on non-metal component material solutions [4] - A new ultra-fast charging battery system solution has been launched by Funeng Technology, addressing the urgent demand for 4C-6C ultra-fast charging. The solution utilizes the SPS super large soft pack CTP system architecture with a five-sided liquid cooling design, significantly improving heat dissipation efficiency by 4-5 times and enhancing energy density while reducing weight and cost [6] Materials - Kunlun New Materials has officially announced its Hungary project, with an investment amounting to 40 billion forints (approximately 700 million RMB) [8] - Supply chain sources indicate that Apple's iPhone 17 series is expected to feature silicon-carbon anode batteries, with battery capacity expected to exceed 5,000 mAh [10] - Rio Tinto has completed the acquisition of 67 million USD (approximately over 48 billion RMB) of shares in Acaridim Lithium, becoming the ultimate parent company and planning to rename it to Rio Tinto Lithium while integrating its Rincon lithium project in Argentina to strengthen its lithium mining business [12]