浙江富特科技股份有限公司投资者关系活动记录表 投资者关系活 动类别 ☑特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 __ 时间 2025 年 9 月 19 日 地点 杭州分公司会议室 参与单位名称 及人员姓名 西部证券、泰康基金、国泰基金、工银瑞信 上市公司接待 人员姓名 董事会秘书 李岩 证券事务代表 张佳意 投资者关系活 动主要内容介 绍 1、请简单介绍下公司的基本信息？ 公司成立于 2011 年，位于湖州安吉，主营新能源汽车车载 高压电源系统、非车载高压电源系统的研发、生产和销售。主 要产品有车载高压电源系统、液冷超充桩电源模块、智能直流 充电桩电源模块等，产品矩阵丰富，始终围绕新能源汽车的动 力需求，提供车载与非车载的充放电解决方案。 目前主营产品的应用场景为新能源汽车充放电，具体的有： 一是日常家用慢充，二是外出时快速补能，三是汽车向外放电 的场景，主要受新能源汽车的定位变化影响，通过车载双向电 源产品，可以实现充电和放电功能，例如给露营设备供电，给 其他车辆充电，甚至给电网供电，协助进行削峰填谷，随着定 位的变化，未来车载电源的应用场景预计也会 ...

Company Overview - Zhejiang Fute Technology Co., Ltd. was established in 2011, focusing on R&D, production, and sales of high-voltage power systems for electric vehicles and non-vehicle applications [1] - The main products include vehicle-mounted high-voltage power systems, liquid-cooled ultra-fast charging power modules, and smart DC charging power modules, catering to the power needs of electric vehicles [1] - The company has a global market strategy, with R&D headquarters in Hangzhou and manufacturing bases in Anji, where the second base commenced production in the first half of 2025 [2] Client Relationships - The company has established stable partnerships with leading automotive manufacturers, including GAC, NIO, Xiaomi, Leap Motor, Xpeng, and Changan [3] - Key models supported include NIO ES/ET series, Xiaomi SU7/YU7, and GAC Aion series, with plans to deepen existing collaborations and expand to new clients and projects [3] International Business Development - In 2024, overseas business revenue accounted for approximately 6.8%, which increased to over 17% in the first half of 2025, indicating progress in the company's international strategy [4] - Ongoing projects with other overseas clients are expected to contribute further to revenue growth [4] Project Differences - Overseas projects generally have higher customization requirements and longer development cycles, typically around 3 years, compared to shorter cycles for domestic projects [5] - The output power for overseas vehicle-mounted chargers is primarily 11kW, with some 22kW projects in development, while domestic products mainly feature 6.6kW output [5] Financial Performance - The fluctuation in product gross margin is influenced by the overall background of the electric vehicle industry, customer price reductions, and supply chain cost-cutting measures [6] - The company is actively optimizing existing technology platforms and improving supply chain management to address challenges related to declining gross margins [6] New Business Development - The company maintains a cautious approach to new business ventures, assessing technical reserves and market maturity to avoid blind investments that could impact core operations [7]

证券代码：301607 证券简称：富特科技 公告编号：2025-007 安吉二厂于 2025 年上半年正式投产,目前也已成为公司主 要生产基地贡献收益，整体产能规划也将根据客户需求逐步提 升。 公司 2025 年上半年新能源汽车车载电源业务毛利率为 20.23%，较上年同期有一定幅度下降，毛利率波动主要受年降 和供应链成本双向传导影响。近几年，新能源汽车行业市场竞 争异常激烈，多家车企面对生存压力推出"增配不增价"、"车 企兜底补贴"等优惠模式，这类价格战对成本的影响会逐步向 产业链传导，因此公司综合毛利率水平略有下降。为应对竞争 加剧的情形，公司将持续深化技术降本和供应链协同策略，保 障毛利率稳定在合理区间。 公司遵循行业惯例，根据与客户的合作年限、实际履约情况 及客户行业口碑等，针对不同客户采用不同的信用政策，并严 格执行货款回收管理，目前国内客户的信用期一般介于 30 至 90 天之间，具体时长依实际商业谈判结果而定。 投资者关系活 动类别 ☑特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 ☑现场参观 □其他 __ 时间 2025 年 9 月 10 日 地点 湖州安吉 参 ...

Company Overview - Founded in 2011, located in Huzhou Anji, focusing on R&D, production, and sales of high-voltage power systems for new energy vehicles [1] - Main products include vehicle-mounted high-voltage power systems, liquid-cooled ultra-fast charging pile power modules, and intelligent DC charging pile power modules [1] - Current application scenarios include home slow charging, quick energy replenishment, and vehicle-to-load power supply [1] Market Competition - Domestic market features two main types of suppliers: OEMs like BYD and Tesla, and third-party independent suppliers providing complete solutions [2] - Most vehicle manufacturers still rely on third-party independent suppliers for vehicle-mounted power products, with a stable competitive landscape in recent years [2] Competitive Advantages - Domestic suppliers have gained significant experience in the new energy vehicle sector, enhancing competitiveness in international projects [2] - Domestic brands have opportunities to become international suppliers, providing comprehensive solutions to global customers [2] Profitability Trends - Intense price competition in the domestic new energy vehicle market has led to cost-cutting demands across the supply chain [3] - Despite market expansion, profitability for vehicle-mounted power systems is expected to remain challenging in the short term due to ongoing competition [3] - The company plans to mitigate impacts on performance through technological and business cost reductions [3] Collaboration with BYD - The company is a supplier within BYD's system, primarily focusing on vehicle-mounted power products for certain models [4] - Current collaboration does not involve ultra-fast charging business [4] Robotics Industry Outlook - The robotics industry is gaining traction, with potential overlaps in charging functions and power electronics technology [4] - However, significant differences exist in charging requirements and product forms between robotics and automotive power products, and the company currently has no concrete plans in this area [4]