Core Viewpoint - Ningbo Fangzheng plans to acquire 20% equity in Anhui Fangzheng New Energy Technology Co., Ltd. to strengthen control and enhance operational efficiency in the new energy sector [1] Group 1: Company Overview - Anhui Fangzheng, established in November 2021, focuses on the research, manufacturing, and sales of lithium battery structural components [2] - The company is currently in a critical phase of capacity ramp-up, with a utilization rate of less than 35% as of 2025 [2] Group 2: Financial Performance - For the first nine months of 2025, Anhui Fangzheng reported revenue of 206 million yuan, a 22.38% increase compared to the full-year revenue of 168 million yuan in 2024 [1] - The net cash flow from operating activities reached 67.33 million yuan, significantly exceeding the 15.34 million yuan recorded for the entire year of 2024 [1] - Although Anhui Fangzheng is still in a loss position, the net loss for the first nine months of 2025 was 13.49 million yuan, a 44.5% reduction from the full-year loss of 24.32 million yuan in 2024 [1] Group 3: Industry Context - The growth of the new energy vehicle and energy storage sectors has led to an expanding lithium battery market, aligning Anhui Fangzheng's business strategy with market trends [2] - The current losses are considered a normal phenomenon for early-stage development, with expectations for improved profitability as capacity utilization increases and depreciation costs are diluted [2] - The acquisition is seen as a strategic move to deepen the integration within the new energy industry chain, positioning Anhui Fangzheng as a key driver of Ningbo Fangzheng's future growth [2]

12月29日，宁波方正（SZ300998，股价22.47元，市值30.82亿元）公告称，拟以自有资金或自筹资金收 购安徽高新投新材料产业基金合伙企业（有限合伙）（以下简称"安徽高新投"）持有的安徽方正新能源 科技有限公司（以下简称"安徽方正"）20.00%股权，收购完成后，公司持有安徽方正90.03%的股权。 据介绍，作为宁波方正切入锂电池结构件领域的关键布局，安徽方正主要从事锂电池结构件（顶盖、铝 壳）的研发、制造、销售与服务，但在2024年度及今年前三季度，安徽方正业绩始终处于亏损状态。 | 8 - | | --- | | 最近- +年及最近 一期主要财务数据: | 安徽方正财务情况，图片来源：公告截图 值得注意的是，作为本次交易对手方的安徽高新投背景雄厚。其成立于2019年3月，注册资本20亿元， 合伙人包括持股比例为38%的安徽省三重一创产业发展基金、持股比例为20%的淮北市产业扶持基金等 9家公司、企业。 而安徽方正的财务数据显示，2024年实现营业收入1.68亿元，净亏损2432.08万元，今年前三季度，营业 收入为2.06亿元，净亏损1348.58万元。截至2025年9月底，公司资产总额为6.2 ...

据悉，本次交易前，宁波方正以1.87亿元认缴出资额持有安徽方正70.03% 股权，交易完成后，宁波方 正认缴出资额增至2.40亿元，持股比例跃升至90.03%。 12月29日，宁波方正（SZ300998，股价22.47元，市值30.82亿元）公告称，拟以自有资金或自筹资金收 购安徽高新投新材料产业基金合伙企业（有限合伙）（以下简称"安徽高新投"）持有的安徽方正新能源 科技有限公司（以下简称"安徽方正"）20.00%股权，收购完成后，公司持有安徽方正90.03%的股权。 据介绍，作为宁波方正切入锂电池结构件领域的关键布局，安徽方正主要从事锂电池结构件（顶盖、铝 壳）的研发、制造、销售与服务，但在2024年度及今年前三季度，安徽方正业绩始终处于亏损状态。 | 项目 | 2025年9月30日 | 2024 年 12月 31 日 | | --- | --- | --- | | | (未经审计) | (经审计) | | 资产总额 | 62.198.03 | 52.013.02 | | 负债总额 | 40.369.08 | 28.835.49 | | 净资产 | 21.828.95 | 23.177.53 | | 项目 ...