Core Viewpoint - On January 19, Haibo Sichuang's stock rose by 11.07%, with a trading volume of 2.038 billion yuan, indicating strong market interest and activity in the company [1] Group 1: Financial Performance - For the period from January to September 2025, Haibo Sichuang achieved a revenue of 7.913 billion yuan, representing a year-on-year growth of 52.23% [2] - The net profit attributable to shareholders for the same period was 623 million yuan, showing a significant year-on-year increase of 98.65% [2] - Cumulative cash dividends paid by Haibo Sichuang since its A-share listing amount to 198 million yuan [2] Group 2: Shareholder and Market Activity - As of September 30, 2025, the number of shareholders in Haibo Sichuang was 9,378, a decrease of 7.72% from the previous period [2] - The average number of circulating shares per shareholder increased by 15.31% to 4,044 shares [2] - Notable new institutional shareholders include Dongfanghong HuGangShen Mixed Fund, holding 861,000 shares, and Rongtong Industry Trend Selected Stock A, holding 853,600 shares [3]

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性依法承担法律责任。 重要内容提示： ● 本次股票上市类型为首发限售股份；股票认购方式为网下，上市股数为90,205,722股。 ● 除首发限售股份外，本次其他股票上市类型为首发战略配售股份（限售期12个月）；股票认购方式为 网下，上市股数为4,435,000股。本公司确认，上市流通数量等于该限售期的全部战略配售股份数量。 本次股票上市流通总数为94,640,722股。 ● 本次股票上市流通日期为2026年1月27日。 一、本次上市流通的限售股类型 登录新浪财经APP 搜索【信披】查看更多考评等级 根据中国证券监督管理委员会于2024年12月19日出具的《关于同意北京海博思创科技股份有限公司首次 公开发行股票注册的批复》(证监许可〔2024〕1869号），北京海博思创科技股份有限公司（以下简 称"公司"）首次公开发行人民币普通股44,432,537股，并于2025年1月27日在上海证券交易所科创板上 市。公司首次公开发行股票完成后，总股本为177,730,148股，其中有限售条件流通股142,08 ...

本次股票上市流通日期为2026 年 1 月 27 日。 北京海博思创科技股份有限公司 首次公开发行部分限售股及部分战略配售限售股 证券代码：688411 证券简称：海博思创 公告编号：2026-001 上市流通公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 本次股票上市类型为首发限售股份；股票认购方式为网下，上市股数为 90,205,722股。 除首发限售股份外，本次其他股票上市类型为首发战略配售股份（限售期 12 个月）；股票认购方式为网下，上市股数为4,435,000股。本公司确认，上市流 通数量等于该限售期的全部战略配售股份数量。 本次股票上市流通总数为94,640,722股。 一、本次上市流通的限售股类型 根据中国证券监督管理委员会于 2024 年 12 月 19 日出具的《关于同意北京海 博思创科技股份有限公司首次公开发行股票注册的批复》(证监许可〔2024〕1869 号），北京海博思创科技股份有限公司（以下简称"公司"）首次公开发行人民 币普通股 44,432,537 股，并于 2025 ...

Group 1 - The core point of the article highlights that Haibosi's stock price increased by 11.07%, closing at 278.50 yuan, with a significant block trade occurring involving 100,000 shares and a transaction amount of 27 million yuan [1] - The first transaction was executed at a price of 270.00 yuan for 100,000 shares, totaling 27 million yuan, with a premium rate of -3.05%. The buyer and seller were both from Guosen Securities Co., Ltd. Ningbo Branch [1] - Over the past three months, the stock has recorded three block trades with a total transaction amount of 34.48 million yuan. In the last five trading days, the stock has risen by 21.72%, while the main capital has seen a net outflow of 252 million yuan [1]

中泰证券股份有限公司 关于北京海博思创科技股份有限公司 首次公开发行部分限售股及部分战略配售限售股上市流通的核 查意见 中泰证券股份有限公司（以下简称"中泰证券"或"保荐机构"）作为北京 海博思创科技股份有限公司（以下简称"海博思创"或"公司"或"本公司"） 首次公开发行股票并在科创板上市持续督导阶段的保荐机构，根据《证券发行上 市保荐业务管理办法》《上海证券交易所科创板股票上市规则》《上海证券交易 所科创板上市公司自律监管指引第1号——规范运作》等有关规定，对公司首次 公开发行部分限售股及部分战略配售限售股上市流通事项进行了审慎尽职调查， 具体核查情况如下： 一、本次上市流通的限售股类型 二、本次上市流通的限售股形成后至今公司股本数量变化情况 根据中国证券监督管理委员会于2024年12月19日出具的《关于同意北京海博 思创科技股份有限公司首次公开发行股票注册的批复》（证监许可〔2024〕1869 号），北京海博思创科技股份有限公司（以下简称"公司"）首次公开发行人民币 普通股44,432,537股，并于2025年1月27日在上海证券交易所科创板上市。公司首 次公开发行股票完成后，总股本为177,730,14 ...

Market Performance - The other power equipment sector increased by 2.8% compared to the previous trading day, with Haibo Sichuang leading the gains [1] - The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] Individual Stock Performance - Haibo Sichuang (688411) closed at 278.50, up 11.07% with a trading volume of 77,000 shares and a transaction value of 2.038 billion [1] - Maigemeite (002851) closed at 106.50, up 8.50% with a trading volume of 338,200 shares and a transaction value of 3.537 billion [1] - Yingjie Electric (300820) closed at 59.00, up 8.46% with a trading volume of 125,300 shares and a transaction value of 722 million [1] - Other notable stocks include Dongfang Electric (600875) up 5.91% and Xifeng Energy (300593) up 5.25% [1] Capital Flow Analysis - The other power equipment sector saw a net inflow of 385 million from institutional investors, while retail investors experienced a net outflow of 13.51 million [2] - The main stocks with significant capital inflow include Maigemeite with 254 million and Haibo Sichuang with 168 million [3] - Retail investors showed a net outflow in several stocks, including Maigemeite and Haibo Sichuang, indicating a shift in investor sentiment [3]

Group 1 - The core viewpoint of the article highlights a significant rebound in the A-share energy storage sector on January 19, with several companies experiencing notable stock price increases [1] - Haibo Sichuang saw its stock price rise by over 10%, indicating strong market interest and investor confidence in the company [1] - Other companies in the sector, including Huazi Technology, Airo Energy, Atas, Jinlang Technology, and Sunshine Power, also experienced stock price increases, reflecting a broader positive trend in the energy storage market [1]

Group 1 - The core viewpoint of the news is that Haibo Sichuang's stock has seen a significant increase, with a rise of 5.13% to 263.60 CNY per share, and a total market capitalization of 47.472 billion CNY as of January 19 [1] - Haibo Sichuang focuses on the research, production, and sales of electrochemical energy storage systems, providing a full range of energy storage system products and solutions for various sectors including traditional power generation, renewable energy, smart grids, and end power users [1] - The company's main business revenue composition is as follows: 99.77% from energy storage systems, 0.10% from new energy vehicle leasing, 0.07% from other services, and 0.06% from technical services [1] Group 2 - From the perspective of fund holdings, Yimi Fund has a significant position in Haibo Sichuang, with its Yimi Low Carbon Economy Stock Fund A (017165) holding 14,800 shares, which represents 6.43% of the fund's net value [2] - The Yimi Low Carbon Economy Stock Fund A was established on March 14, 2023, with a latest scale of 46.7103 million CNY, and has achieved a year-to-date return of 3.64% [2] - The fund has performed well over the past year, with a return of 55.2%, ranking 1072 out of 4226 in its category [2]

Group 1 - Haibo Sichuang Technology Co., Ltd. has been awarded five honors, including the 2025 Beijing Top 100 Enterprises and the 2025 Beijing Manufacturing Industry Top 100 [2] - The "2025 Beijing Top 100 Enterprises" list evaluates companies based on scale, efficiency, innovation, and social contribution, highlighting Haibo Sichuang's leading position among capital enterprises [2] - The evaluation was organized by the Beijing Enterprise Federation and the Beijing Entrepreneurs Association, ensuring high credibility and social influence [2] Group 2 - In 2025, Haibo Sichuang aims for high-quality development driven by innovation and strategic upgrades, having been recognized as a national enterprise technology center [3] - The company has implemented its "Energy Storage + X" strategy, achieving breakthroughs in various sectors such as independent energy storage stations and data centers, with a global presence in over 20 countries across five continents [3] - Haibo Sichuang is committed to deepening energy storage technology innovation and expanding application scenarios to contribute to the national "dual carbon" goals [3]

Investment Rating - The report maintains an investment rating of "Synchronize with the market - A" for the electric equipment and new energy industry [1]. Core Viewpoints - The report highlights that China has submitted applications for over 200,000 new satellites, marking the largest international frequency and orbit resource application in the country's history [3]. - Starting from April 2026, the export tax rebate for photovoltaic products will be canceled, which may impact the industry dynamics [4]. - The photovoltaic power generation utilization rate for January to November 2025 was reported at 94.8%, indicating strong performance in the sector [4]. Summary by Relevant Sections Preferred Stocks - The report lists several preferred stocks with ratings: - Aishuo Co., Ltd. (600732.SH) - Buy - B - Daqian Energy (688303.SH) - Buy - B - Fulete (601865.SH) - Buy - A - Haibo Sichuang (688411.SH) - Buy - A - Sunshine Power (300274.SZ) - Buy - A - Langxin Group (300682.SZ) - Buy - B - Quartz Co., Ltd. (603688.SH) - Buy - A [2]. Price Tracking - The average price of dense polysilicon is reported at 54.0 CNY/kg, up 3.8% from the previous week, while granular silicon is at 52.0 CNY/kg, up 4.0% [5]. - The average price for 182-183.75mm N-type battery cells is 0.39 CNY/W, reflecting a 2.6% increase [6]. - The price for 182*182-210mm TOPCon double-glass modules is 0.70 CNY/W, showing a 0.3% increase [7]. Investment Suggestions - The report recommends focusing on companies in various sectors: - BC new technology: Aishuo Co., Ltd. - Supply-side: Daqian Energy, Fulete - Light storage: Haibo Sichuang, Sunshine Power - Power marketization: Langxin Group - Domestic substitution: Quartz Co., Ltd. - Additional companies to watch include Longi Green Energy, Hongdian East Magnet, and others [8].