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产能超17GWh!欣旺达拟在泰国扩建电池工厂
鑫椤锂电· 2025-10-30 08:05
关注公众号,点击公众号主页右上角" ··· ",设置星标 "⭐" ,关注 鑫椤锂电 资讯~ 本文来源 :企业公告 10月29日晚间,欣旺达发布公告,为进一步完善子公司欣旺达动力在泰国的产能布局,满足公司未来业务发展和海外 市场拓展的需要, 欣旺达动力及香港欣旺达动力拟以自有及自筹资金在泰国投资建设绿色能源锂电池工厂二期项目, 投资金额不超过4.82亿美元(约34.19亿元人民币), 最终投资金额以项目实际投资为准。 泰国二期项目由欣旺达动力科技股份有限公司及其香港子公司共同出资,通过泰国项目公司Sunwoda Automotive Energy Technology (Thailand) Co.,Ltd.实施。项目规划年产能达17.4GWh,将新建生产园区及配套基础设施。资金 构成中29%为自有资金(约1.38亿美元),71%通过银行贷款(约3.43亿美元)解决。 泰国一期项目(投资额2.59亿美元)目前已完成试产,为二期建设奠定基础。新项目尚需完成中国境外投资备案及泰 国当地审批程序。 本次投资旨在完善公司全球化产能布局,服务国际客户需求,增强海外市场竞争力。通过泰国生产基地的持续扩建,公 司将进一步提升在 ...
鹏辉能源封死涨停板,Q3净利暴涨977%!欣旺达大涨超10%,电池50ETF(159796)涨超2%,基金三季度持仓披露,电池板块成“香饽饽”?
Sou Hu Cai Jing· 2025-10-30 03:04
【电池50ETF(159796)标的指数前十大成分股】 截至10:34,成分股仅做展示使用,不构成投资建议 10月30日,鹏辉能源绩后20cm涨停,鹏辉能源2025年第三季度单季度主营收入32.8亿元,同比上升74.96%;单季度归母净利润2.03亿元,同比上升 977.24%。 此外,锂电头部公司欣旺达29日晚间披露的2025年三季度报告显示,公司业绩再超预期,同时宣布新的出海项目。业绩方面,2025年第三季度,欣旺达实现 营业收入约165.49亿元(人民币,下同),创历史同期新高;归母净利润接近5.5亿元,同比大幅增长41.51%。 业务方面,欣旺达动力及香港欣旺达动力拟以自有及自筹资金在泰国投资建设绿色能源锂电池工厂二期项目,共规划总产能17.4GWH。 10月30日,A股市场震荡上行,上证指数续创十年新高4025点,电力设备再度涨幅居前。截至10:34,同类规模最大、费率最低档的电池50ETF(159796)震 荡上行,涨超2%。 电池50ETF(159796)标的指数成分股涨跌不一,鹏辉能源20cm涨停,欣旺达涨超10%,阿斯特涨超9%,固德威涨超8%,天赐材料涨超5%,阳光电源涨超 3%,宁德时代 ...
欣旺达(300207) - 2025年10月29日投资者关系活动记录表
2025-10-29 15:14
Group 1: Company Performance - In Q3 2025, the company achieved a revenue of 16.549 billion CNY, a year-on-year increase of 15.24% [2] - For the first three quarters of 2025, total revenue reached 43.534 billion CNY, up 13.73% year-on-year [2] - The net profit attributable to shareholders in Q3 2025 was 550 million CNY, reflecting a 41.51% year-on-year growth [2] - The net profit after deducting non-recurring gains and losses was 431 million CNY, a 22.46% increase year-on-year [2] - R&D investment for the first three quarters of 2025 amounted to 3.202 billion CNY, up 41.20% year-on-year [2] Group 2: Project Developments - The investment for the second phase of the Thailand project is planned at no more than 481.5568 million USD, with a total planned capacity of 17.4 GWh [2] - The investment is subject to approval from relevant regulatory authorities in China and Thailand [2] - The joint venture with Li Auto aims to deepen business cooperation, as Li Auto is a significant customer for the company's battery business [3] Group 3: Market and Product Updates - The company submitted its A1 prospectus to the Hong Kong Stock Exchange on July 30, 2025, and is awaiting further feedback from regulatory bodies [3] - The newly launched polymer solid-state battery "Xin·Bixiao" has an energy density of 400 Wh/kg and a cycle life of 1,200 weeks under low pressure [3] - The proportion of silicon-carbon anode batteries in shipments is continuously increasing, with a silicon content expected to exceed 10% next year [3] - Anticipated growth in the battery business next year includes increased market share from existing customers and new mass production from clients like Volvo and Volkswagen [3]