记者从豪鹏科技（001283）获悉，近日，豪鹏科技完成对智身科技（北京）有限公司（简称"智身科 技"）的战略投资。这笔资金纽带背后是两家公司在技术路径上的深度耦合，豪鹏科技将自身在机器人 能源领域积累的技术优势，向更具协同潜力的战略合作伙伴延伸，进一步深化其在机器人生态中的布 局，以共筑智能未来。 据了解，这次投资是豪鹏科技在"All in AI"核心战略下，面向机器人领域的关键落子。通过业务与资本 的双重联动，豪鹏科技将自身在高能量密度电池与电池模组的技术优势，与智身科技在机器人本体设计 上的专长深度绑定。 市场人士指出，本次投资标志着豪鹏科技在机器人领域的角色演变，从核心部件供应商，逐渐升级为产 业生态共建者。双方合作的焦点，将指向共同推动人形机器人、机器狗等产品，并致力于技术创新和市 场拓展上的突破。 智身科技是专注于具身智能领域的科技公司，依托团队的技术积累及产品能力、对国内外市场的深刻理 解，致力于为客户提供从产品设计、研发、交付的全产业链服务。目前智身科技自研四足机器狗、通用 人形机器人等产品，已成功下线，接受国内外客户的检验，并参与国内众多课题研究，持续推动具身智 能技术向家庭服务等民生场景渗透 ...

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 基于明确的客户量产规划，公司预计 AI 相关业务，尤其 是高附加值的 AI 端侧能源解决方案，将在未来数年内显著提 升整体营收比重，并同步推动盈利模型优化，有望重塑公司 的盈利结构与估值体系。 3.公司如何看待 AIDC 的市场？是否已有产品开发出 来？ 答：尊敬的投资者，您好！根据高工锂电的数据，全球 AIDC 储能市场正呈现爆发式增长态势。2025 年，该领域锂电出货 量预计为 15GWh，市场尚处于起步阶段；到 2027 年预计出货 量将快速攀升至 69GWh；而 2030 年出货量预计将突破 300GWh 大关，市场规模实现 20 倍的扩张，年复合增长率预计超过 60%。 编号：2026-001 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 电话会议 □其他（） 参与单位名称 古曲基金、墨竹基金、昱阳私募、广州昱阳私募基金、中信 证券、华西证券、中信证券、汇湘置业、申万电新、中泰证 券股份有限公司、博时基金、远信投资、华泰证券、广州泽 恩投 ...

吴锋是我国新能源科技战略发展的核心推动者，曾作为首席科学家连续三期承担国家"973计划"新型二 次电池项目，并牵头多项国家重大科研任务。他在镍氢电池和锂离子电池领域取得系统性开创性成就， 为我国动力电池、储能电池及新能源汽车技术的自主创新与产业化发展作出了重要贡献。他曾主持创建 我国第一个镍氢电池中试基地和第一条连续自动化生产线。 吴锋院士的遗体告别仪式定于2026年1月4日上午9时在八宝山殡仪馆东礼堂举行。 凤凰网科技讯 12月29日，北京理工大学发布讣告，中国工程院院士、我国绿色二次电池与能源材料领 域奠基人之一、北京理工大学杰出教授吴锋同志，因病医治无效，于2025年12月29日在北京逝世，享年 74岁。 ...

中国共产党党员、中国工程院院士、著名材料科学家、教育家、我国绿色二次电池与能源材 料领域的重要奠基人之一、北京理工大学杰出教授吴锋同志，因病医治无效，于2025年12月29日 00时00分在北京逝世，享年74岁。吴锋先生遗体告别仪式于2026年1月4日9时在八宝山殡仪馆东 礼堂举行。 吴锋，男，汉族，北京人，1951年6月12日出生。1973年07月加入中国共产党，1982年01月 起执教于北京工业学院（今北京理工大学）。2017年当选为中国工程院院士。 吴锋同志心系国家能源安全与"双碳"战略全局，毕生致力于新型二次电池基础理论、关键材 料、系统集成与工程应用研究，是我国新能源科技战略发展的核心推动者和电化学储能领域的旗 帜性科学家之一。作为国家重点基础研究发展计划（973计划）新型二次电池项目连续三期首席 科学家，牵头承担国家高技术研究发展计划（863计划）、国家重点研发计划、国家自然科学基 金重大项目及多项国防科研任务，取得了系统性开创性的重大成就，为我国动力电池和储能电池 及新能源汽车技术的自主创新与产业化发展作出了不可磨灭的卓越贡献。 吴锋同志长期从事教学与科研工作，学术造诣精深，工程视野开阔，治学严 ...

Core Insights - The Shenzhen International Energy Storage Technology Exhibition 2026 will take place from August 26 to 28, 2026, at the Shenzhen International Convention and Exhibition Center, focusing on the energy storage industry and its advancements [1][9]. Industry Overview - China, as the world's largest energy producer and consumer, has established a comprehensive clean energy equipment manufacturing industry chain, including hydropower, nuclear power, wind power, and solar energy, leading to unprecedented opportunities for the energy storage sector [1]. - According to the National Energy Administration, by the first half of 2024, the cumulative installed capacity of new energy storage projects in China reached 44.44 million kilowatts (99.06 million kilowatt-hours), representing a growth of over 40% compared to the end of 2023 [1]. Exhibition Details - The exhibition will showcase a wide range of energy storage technologies and materials, energy storage power stations, EPC engineering related facilities, liquid cooling technology, grid dispatch and automation control, and intelligent metering and electricity management systems [2]. - Over 800 leading global suppliers from the energy storage industry are expected to participate, with an exhibition area exceeding 40,000 square meters, making it the largest and most professional international energy storage event in South China [2]. Exhibition Scope - The exhibition will include various sections such as energy storage technology, energy storage systems and solutions, battery technology, battery materials and components, and hydrogen energy and fuel cell industries [6][7]. - Specific areas will feature different types of energy storage batteries, systems, and equipment, including lithium-ion batteries, sodium-sulfur batteries, supercapacitors, and various energy management systems [6][7].

Investment Rating - The investment rating for the company is "Buy (First Coverage)" [3] Core Views - The company is positioned to benefit from the AI hardware-driven innovation in battery technology, with strong growth engines initiated [1] - The integration of battery cells and packs, along with competitive advantages in wearable technology and strategic customer resources, shapes the core competitiveness of the company [2] - The company is focusing on the mainstream consumer sector, leveraging its one-stop service advantages in lithium-ion and nickel-hydride products to meet the evolving demands of global brand clients [2][4] - The company has established a differentiated competitive advantage in the AI sector, with its AI-related business expected to continue growing as AI penetration increases in various consumer electronics [4][6] Summary by Sections Financial Data and Valuation - Projected revenues for 2025 to 2027 are expected to be 60.41 billion, 70.77 billion, and 81.25 billion yuan, with growth rates of 18.2%, 17.2%, and 14.8% respectively [6][7] - The net profit attributable to shareholders is forecasted to be 2.41 billion, 3.62 billion, and 4.57 billion yuan for the same period, with growth rates of 164.3%, 49.9%, and 26.4% respectively [6][7] - The company’s P/E ratios are projected to be 27.4, 18.3, and 14.4 for 2025, 2026, and 2027 respectively [6][7] Market Dynamics - The global lithium-ion battery market is expected to see significant growth, with a projected total shipment volume of 1,899.3 GWh by 2025 and 5,127.3 GWh by 2030 [14][16] - The demand for consumer electronics, particularly AI PCs and smartphones, is anticipated to drive battery demand, with AI PC shipments expected to reach 1.54 million units in Q4 2024 [17][22] - The wearable product market, including TWS earbuds and smart glasses, is also expected to grow, with AI glasses projected to see a 135% increase in sales from 2024 to 2025 [30][34] Technological Innovations - The company is focusing on technological upgrades and product innovations, particularly in solid-state batteries and high-silicon anodes, which are expected to enhance battery safety and energy density [5][6] - The integration of AI technology into battery products is reshaping the company's profitability model, with a higher willingness from clients to pay for breakthrough solutions [2][5] - The company has successfully developed semi-solid batteries with a volumetric energy density of 950 Wh/L and is advancing solid-state battery technology [5][6]

Core Viewpoint - Haopeng Technology's stock increased by 5.04% on November 27, reaching a price of 69.37 CNY per share, with a trading volume of 163 million CNY and a turnover rate of 3.00%, resulting in a total market capitalization of 6.933 billion CNY [1] Company Overview - Shenzhen Haopeng Technology Co., Ltd. is located in Longgang District, Shenzhen, Guangdong Province, and was established on October 8, 2002, with its listing date on September 5, 2022 [1] - The company's main business involves the research, design, manufacturing, and sales of lithium-ion batteries and nickel-hydrogen batteries [1] - Revenue composition includes 88.37% from consumer application scenario new energy solutions, 9.12% from energy storage application scenario new energy solutions, and 2.51% from other sources [1] Fund Holdings - According to data from the top ten holdings of funds, one fund under China Construction Bank, the Jianxin Minfeng Return Regular Open Mixed Fund (004413), holds shares in Haopeng Technology [2] - As of the third quarter, the fund held 1,400 shares of Haopeng Technology, accounting for 0.19% of the fund's net value, ranking as the ninth largest holding [2] - The fund has generated an estimated floating profit of approximately 4,662 CNY today [2] Fund Manager Performance - The fund manager of Jianxin Minfeng Return Regular Open Mixed Fund is Zhao Yunyu, who has been in the position for 7 years and 14 days, managing total assets of 1.574 billion CNY, with the best fund return during his tenure being 173.01% and the worst being -21.9% [3] - Co-manager Zhang Yilin has been in the role for 2 years and 329 days, managing total assets of 872 million CNY, with the best return of 24.34% and the worst of -4.44% during his tenure [3]

Core Viewpoint - In 2024, China's battery exports are projected to increase in volume but decrease in value, reflecting a "volume increase and price decrease" trend driven by factors such as falling lithium carbonate prices and structural overcapacity [11][20]. Summary by Category Export Volume and Value - The total export volume of various battery types from China in 2024 is expected to reach 37.895 billion units, up from 33.280 billion units in 2023, marking a year-on-year increase of 13.87% [1][2]. - The total export value for 2024 is projected at $66.979 billion, down from $70.711 billion in 2023, representing a year-on-year decrease of 5.28% [1][4]. Battery Types and Performance - Lithium-ion batteries dominate the export market, accounting for 91.3% of the total export value, while lead-acid batteries represent 4.4%, zinc-manganese/alkaline batteries 2.9%, and nickel-hydrogen/nickel-cadmium batteries 0.6% [1][11]. - Specific battery types show varied performance: - Lithium-ion battery export value decreased by 5.97% in 2024, while export volume increased by 8.1% [4][11]. - Lead-acid battery exports have remained stable due to recovering global automotive production, although growth is expected to slow down [11][19]. - Alkaline manganese batteries have shown consistent growth, while zinc-manganese batteries have seen a decline in exports over the past few years, with a slight rebound in 2024 [12][19]. Major Export Markets - The United States is the largest market for Chinese battery exports in 2024, with an export value of $16.01 billion, accounting for 23.9% of total exports [19]. - Germany follows as the second-largest market with an export value of $10.56 billion, representing 15.8% of total exports [19]. - South Korea ranks third with an export value of $3.848 billion, making up 5.7% of the total [19]. Regulatory and Market Challenges - The implementation of new EU battery regulations and ongoing tariffs on Chinese lithium batteries in the U.S. are increasing export costs and compliance difficulties for Chinese battery manufacturers [19][20]. - The reduction of export tax rebates from 13% to 9% starting December 1, 2024, further adds to the challenges faced by the industry [19]. Future Outlook - Despite the pressures from global economic conditions and trade frictions, the Chinese battery industry is expected to maintain resilience and explore new growth opportunities, particularly in regions like the Middle East, Central Asia, and Africa [19][20].

Core Viewpoint - Haopeng Technology's stock rose by 5.2% to 75.66 CNY per share, with a trading volume of 232 million CNY and a turnover rate of 3.95%, resulting in a total market capitalization of 7.562 billion CNY [1] Group 1: Company Overview - Haopeng Technology, established on October 8, 2002, and listed on September 5, 2022, is located in Longgang District, Shenzhen, Guangdong Province [1] - The company specializes in the research, design, manufacturing, and sales of lithium-ion batteries and nickel-hydrogen batteries [1] - The revenue composition of Haopeng Technology includes 88.37% from consumer application scenario new energy solutions, 9.12% from energy storage application scenario new energy solutions, and 2.51% from other sources [1] Group 2: Fund Holdings - According to data, one fund under Jianxin Fund has a significant holding in Haopeng Technology, specifically the Jianxin Minfeng Return Regular Open Mixed Fund (004413), which held 1,400 shares, accounting for 0.19% of the fund's net value, ranking as the ninth largest holding [2] - The fund has generated an estimated floating profit of approximately 5,236 CNY today [2] - Jianxin Minfeng Return Regular Open Mixed Fund was established on April 18, 2017, with a latest scale of 55.142 million CNY, yielding a return of 3.66% year-to-date, ranking 7,243 out of 8,145 in its category [2]

Core Insights - The article highlights the robust growth of China's new energy industry and the opportunities it presents for foreign enterprises, particularly Panasonic New Energy, which is actively participating in the China International Import Expo for the third time this year [1] Group 1: Product Offerings - Panasonic New Energy showcased three main product categories at the expo: backup power sources for rail transit, special power batteries for small machinery, and electric assist bicycles [1] - The nickel-hydride batteries developed by Panasonic are noted for their safety, environmental friendliness, high-temperature resistance, and long lifespan, gradually replacing lead-acid and nickel-cadmium batteries in rail transit [1] - The 48V lithium-ion battery modules designed for small excavators and forklifts maintain stable performance in harsh conditions, simplifying installation and maintenance for businesses [1] - The electric assist bicycles presented are compact and have a long range, appealing to consumers interested in fitness and green transportation [1] Group 2: Market Strategy and Future Outlook - Panasonic New Energy operates 21 global locations, with a broad battery product portfolio that includes automotive batteries and those for civil and social infrastructure, with a focus on the Chinese market for civil and medical applications [2] - The company aims to expand its market share in China, emphasizing innovation in new battery technologies and materials, focusing on high capacity, safety, and high-rate technologies [2] - The integration of AI in production processes is seen as a significant opportunity, enhancing efficiency and enabling real-time updates and optimizations in engineering management systems [2][3] Group 3: Collaboration and Competitive Advantage - The collaboration between Japanese and Chinese technologies is crucial for maintaining competitive product performance, with Panasonic leveraging Japan's advanced technology and China's market responsiveness [4] - Panasonic has been active in the Chinese market for 25 years, combining Japanese quality and technology with modern Chinese management practices [4] - Over 90% of the batteries produced in Panasonic's Suzhou and Wuxi factories are exported, with the company aiming to share its Chinese technological expertise globally [5]