证券代码：001283 证券简称：豪鹏科技 公告编号：2026-009 深圳市豪鹏科技股份有限公司 关于股东股份减持计划实施完成的公告 股东珠海安豪科技合伙企业（有限合伙）保证向本公司提供的信息内容 真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 深圳市豪鹏科技股份有限公司（以下简称"公司"）于 2025 年 11 月 29 日 在巨潮资讯网（www.cninfo.com.cn）披露了《豪鹏科技：关于股东减持股份的预 披露公告》（公告编号：2025-109），股东珠海安豪科技合伙企业（有限合伙） （以下简称"珠海安豪"）持有公司股份 2,400,000 股（占公司总股本 99,943,067 股的 2.40%，占剔除公司回购专用证券账户中股份数量后总股本 99,123,511 股的 2.42%），计划自前述公告披露之日起十五个交易日后的三个月内以集中竞价交 易或大宗交易方式合计减持不超过 315,000 股股份（占公司总股本 99,943,067 股的 0.32%，占剔除公司回购专用证券账户中股份数量后总股本 99,123,511 ...

Group 1 - Haopeng Technology announced that it will accept investor research on January 16, 2026, from 16:00 to 17:00, with participation from the company's director, board secretary Chen Ping, and CFO Qin Runqiong [1] Group 2 - Silver prices have surged over 80% in the last 50 days, indicating a level of speculation that surpasses that of gold, suggesting a potential peak in the precious metals bull market [1]

Core Viewpoint - The company has made a strategic decision to focus on energy storage cells based on two decades of technology accumulation, targeting high-reliability segments such as residential energy storage, commercial energy storage, communication base stations, and AIDC [1] Group 1 - The company anticipates significant revenue growth in its energy storage cell business by 2025, following product refinement and market expansion in 2024 [1] - The company has laid the groundwork for further expansion into overseas markets [1] - The company has planned capacity expansion to support the sustainable development of this business [1]

Core Viewpoint - The company has achieved a comprehensive layout in its AI business, with AIPC becoming a major revenue pillar, providing high energy density batteries to top PC clients to meet endurance demands [1] Group 1: AI Business Development - The company is expanding its AI business across various scenarios, including AI glasses, MR devices, robots, and backup power solutions for data centers, which are being shipped out rapidly despite a small base [1] - The growth of these end-side energy solutions is expected to become a core incremental revenue source in the future [1] Group 2: Revenue and Profitability Outlook - The company anticipates a significant increase in the revenue share from high-value-added AI end-side businesses over the next few years, aiming to optimize its profit model and drive value reassessment [1]

Group 1: Export Tax Policy Impact - The company's export ratio is 50%, and the recent adjustment of the lithium battery export tax from 9% to 6% will be managed through a dual strategy: communication with customers and leveraging the Vietnam production base [2][3] - The adjustment is seen as a "supply-side reform" that will accelerate industry reshuffling, pushing resources towards companies with technological leadership and cost control capabilities [2] Group 2: AI Business Strategy - The company’s "All in AI" strategy has shown significant results, with AI-related business planning for 2026 focusing on AIPC, wearable devices, and robotics [3][4] - AI PC products are a key revenue contributor, and the company aims to enhance the revenue share of high-value AI end-side businesses in the coming years [4] Group 3: Market Positioning and Product Focus - The company is focusing on high-end mobile power products in response to increasing market safety standards, collaborating with major brands to enhance product safety [4][5] - The company has strategically isolated itself from the low-end market affected by rising storage component prices, maintaining a focus on mid-to-high-end markets [6] Group 4: Financial Projections and Growth Strategy - The company aims for sustainable profitability through a focus on high-quality growth, optimizing customer and product structures to enhance gross margins [4][5] - The storage battery business is expected to see significant growth, with revenue projected to increase several times by 2025, supported by planned capacity expansion [5][6] Group 5: Competitive Differentiation - The company has a 20-year foundation in battery cell technology, allowing it to differentiate itself in the energy storage market, which has diverse applications and high reliability demands [5][6] - The focus on new technology fields and building technical barriers will help the company transcend traditional cost competition [6][7]

Core Insights - Haopeng Technology has successfully penetrated multiple leading AI toy brands with its customized battery solutions for AI toys and companion robots, achieving mass production in the tens of millions [1] Group 1 - The company announced a significant breakthrough in the emerging smart hardware sector under its "All in AI" strategic guidance [1]

Core Viewpoint - The company has recently completed a strategic investment in Zhishen Technology, marking a significant step in its "All-in-AI" core strategy and transitioning from a core component supplier to an ecosystem builder in the advanced battery sector [1] Group 1: Strategic Investment - The company has made a strategic investment in Zhishen Technology, with the specific shareholding ratio to be confirmed through Zhishen Technology's public business information [1] - This investment aims to leverage the company's deep expertise in high energy density batteries and advanced battery modules alongside Zhishen Technology's leading technological advantages [1] Group 2: Strategic Goals - The investment is a crucial move in the company's "All-in-AI" core strategy, focusing on key areas of innovation and application of cutting-edge intelligent technologies [1] - The collaboration is intended to promote innovation and large-scale application of frontier intelligent technologies [1]

Core Viewpoint - The solid-state battery sector is experiencing significant growth, driven by favorable policies and technological advancements, positioning it as a key focus area in the market. Group 1: Market Performance - The battery and solid-state battery sectors are leading the market, with notable stock performances from companies like Xianhui Technology, which rose by 11.59%, and Huayou Cobalt, which increased by over 7% [1][2]. - Key companies in the industry, including CATL and Yiwei Lithium Energy, also saw upward movements, indicating a strong response across the supply chain [1]. Group 2: Policy Support - The Ministry of Industry and Information Technology emphasizes accelerating breakthroughs in solid-state battery technology, highlighting a collaborative effort between national and local governments to enhance the supply chain's self-sufficiency [3]. - Local governments are integrating solid-state batteries into their industrial strategies, with regions like Jiangxi and Chongqing focusing on advancing core technologies in this field [3]. Group 3: Technological Advancements - Companies are rapidly advancing their solid-state battery technologies, with Weichai Power announcing successful laboratory research on sulfide solid-state batteries and plans for industrialization [4]. - Jinlongyu is investing 1.2 billion yuan to establish a production line for solid-state batteries, while Haopeng Technology aims for mass production of solid-state batteries by 2025 [4]. Group 4: Market Potential - Solid-state batteries are expected to penetrate various sectors, including electric vehicles, energy storage, aerospace, and consumer electronics, due to their performance advantages over traditional lithium-ion batteries [6]. - TrendForce forecasts that the global demand for solid-state batteries will exceed 206 GWh by 2030 and further expand to over 740 GWh by 2035, indicating a transition to large-scale applications [6]. Group 5: Industry Growth Outlook - Analysts are optimistic about the growth potential of the solid-state battery supply chain, with expectations of high demand driven by the increasing sales of electric vehicles [6][7]. - The period from 2027 to 2030 is identified as a critical window for the industrialization of solid-state battery technologies, with equipment manufacturers likely to benefit first from this growth [7].

Core Viewpoint - The company is adapting to the cancellation of export tax rebates by focusing on high-quality development and leveraging its global supply chain, particularly through its operations in Vietnam [1] Group 1: Company Response to Policy Changes - The company views the adjustment of export tax rebates as a supply-side reform that accelerates resource concentration towards technologically advanced and cost-efficient enterprises [1] - In the short term, the company plans to meet customer delivery needs while engaging in cost-sharing discussions with clients [1] - The operation of the Vietnam factory is seen as a strategic move to mitigate potential trade barriers and enhance regional manufacturing capabilities [1] Group 2: Long-term Strategy and R&D Investment - The company is committed to deepening its focus on high-quality development in response to external environmental changes [1] - The policy direction encourages the cultivation of internationally competitive enterprises, prompting the company to increase R&D investments in high-voltage anodes, high-silicon anodes, and solid-state technologies [1] - By enhancing product value and service capabilities for major clients, the company aims to transform short-term challenges into sustainable global competitiveness [1]

Core Viewpoint - The adjustment of export tax policies is seen as a supply-side reform that accelerates the concentration of industry resources towards technologically advanced and cost-effective companies, guiding the new energy industry from scale expansion to high-quality development [1] Group 1: Company Strategy - The company plans to leverage its buffer to meet customer delivery demands in the short term while actively communicating with clients about cost-sharing [1] - The operation of the Vietnam production base is crucial for avoiding potential trade barriers and is an important pillar for building a global supply chain and diversifying risks [1] Group 2: Long-term Vision - The company is committed to deepening its path of high-quality development in response to external environmental changes, which aligns with policy directions that encourage the cultivation of internationally competitive enterprises [1] - The company will continue to increase R&D investment in high-voltage anodes, high-silicon anodes, solid-liquid, and all-solid-state technologies to enhance product added value and improve comprehensive capabilities in serving major clients [1]