免责声明：本文内容与数据仅供参考，不构成投资建议，使用前核实。据此操作，风险自担。 每日经济新闻 （记者 张明双） 每经讯，2025年12月17日，北交所上市公司纳科诺尔（920522，收盘价：56.57元）发生一笔大宗交易，成交价38.6元/股，成交 数量3.5万股，成交金额135.1万元，折价31.77%。买入营业部是东方财富证券股份有限公司拉萨东环路第一证券营业部，卖出营 业部是国泰海通证券股份有限公司苏州常熟海虞北路营业部。 ...

据天眼查APP显示，邢台纳科诺尔精轧科技股份有限公司成立于2000年01月06日，注册资本15675.072 万人民币。（数据宝） 12月17日纳科诺尔大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日收 盘价折溢价 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | | | | | | | | （%） | | | | | | | | 东方财富证券股份有限 | 国泰海通证券股份有限 | | 3.50 | 135.10 | 38.60 | -31.77 | 公司拉萨东环路第一证 | 公司苏州常熟海虞北路 | | | | | | 券营业部 | 营业部 | （文章来源：证券时报网） 纳科诺尔（920522）12月17日大宗交易平台出现一笔成交，成交量3.50万股，成交金额135.10万元，大 宗交易成交价为38.60元，相对今日收盘价折价31.77%。该笔交易的买方营业部为东方财富证券股份有 限公司拉萨东环路第一证券营业部，卖方营业部为国泰海通证券股份有限公司苏州常熟海虞北路营业 部。 进一步统计 ...

声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 在海外机构的调研名单中，汇川技术受到最多关注，共有51家海外机构参与调研。安克创新紧随其后，吸引了48家海外机构。 与此同时，北交所市场也受到机构关注。数据显示，在11月11日至12月10日的一个月内，共有35家北交所公司获得机构调研。其中，纳科诺尔最受关注，参 与调研的机构达到91家。从行业分布来看，机械设备、电力设备、基础化工等行业是机构调研较为集中的领域。 机构调研的活跃与上市公司披露的订单景气度信息相呼应。11月以来，已有近200家A股上市公司在机构调研中明确表示"订单饱满"或"行业景气"。 进入四季度，机构调研活动呈现显著加快的态势。根据证券时报网旗下数据宝的统计，在11月27日至12月10日期间，共有419家公司获得机构调研，其中海 外机构参与调研的公司数量达到83家。 ...

12月3日纳科诺尔大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日 收盘价折溢价 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | | | | | | | | （%） | | | | 3.00 | 121.65 | 40.55 | | -27.59 东方财富证券股份有限公司拉萨东环 | 国泰海通证券股份有限公司苏州常 | | | | | | 路第一证券营业部 | 熟海虞北路营业部 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （原标题：纳科诺尔12月3日大宗交易成交121.65万元） 纳科诺尔(920522)12月3日大宗交易平台出现一笔成交，成交量3.00万股，成交金额121.65万元，大宗交易成交价为40.55元，相对今日收盘价折价 27.59%。该笔交易的买方营业部为东方财富证券股份有限公司拉萨东环路第一证券营业部，卖方营业部为国泰海通证券股份有限公司苏州常熟海 虞北路营业部。 进一步统计，近1个月内该股累计发生4笔大宗交易，合计成交金额为434.47万元。 证 ...

Group 1 - The core event involves a block trade of Naconor (stock code: 920522) on the Beijing Stock Exchange, with a closing price of 56 yuan per share [1] - The block trade occurred on December 3, 2025, at a transaction price of 40.55 yuan per share, representing a discount of 27.59% [1] - The total volume of the trade was 30,000 shares, resulting in a transaction amount of 1.2165 million yuan [1] Group 2 - The buying brokerage was Dongfang Caifu Securities Co., Ltd., specifically the Lhasa Donghuan Road First Securities Office [1] - The selling brokerage was Guotai Junan Securities Co., Ltd., from the Suzhou Changshu Haiyu North Road Office [1]

Group 1 - The core viewpoint of the article highlights that institutional research activity remains high, with 254 listed companies disclosing investor research records during the week of November 24 to November 28 [1] - Over 80% of the stocks that were the subject of institutional research achieved positive returns, indicating a strong correlation between institutional interest and stock performance [1] - Notable performers included Hai Xin Food, which achieved a three-day consecutive increase with a rise of 45.4%, and Tongyu Communication, which saw a two-day consecutive increase with a rise of 39.1% [1] Group 2 - Popular research targets included companies such as Jereh Petroleum Equipment, which received over 100 institutional research inquiries, and Fule New Materials, which also attracted significant institutional interest [1] - Other companies like Century Huatong, Naconor, and Kaiying Network received inquiries from over 80 institutions, reflecting their growing prominence among investors [1]

Investment Rating - The report recommends focusing on solid-state battery equipment suppliers such as **XianDao Intelligent**, **LianYing Laser**, and **HangKe Technology**. It also suggests paying attention to companies involved in dry/wet electrode equipment and dry electrode & module PACK [2][8]. Core Insights - The front-end manufacturing process is crucial in lithium battery production, directly impacting battery performance and production line stability. The process includes the formation of positive and negative electrode sheets and solid electrolyte membranes, which are essential for energy density, rate performance, and cycle life [2][5][7]. - Solid-state batteries require the preparation of solid electrolyte membranes in addition to traditional electrode sheets, increasing the complexity and criticality of the manufacturing process [7][15]. - The solid-state battery front-end manufacturing process can be divided into dry and wet methods, with dry methods gradually becoming the mainstream due to their cost, process, and material compatibility advantages [2][12][15]. - Various dry film formation technologies exist, including fiberization, dry spray deposition, gas phase deposition, thermal extrusion, direct pressing, and 3D printing, each suitable for different applications [2][40]. Summary by Sections 1. Key Manufacturing Processes - The preparation of electrode sheets and electrolyte membranes is critical, directly influencing battery performance and mass production outcomes [5][11]. - The film formation process can be categorized into dry and wet methods, with dry methods being the future of high-performance solid-state batteries [11][12]. - Dry film formation paths are diverse, with fiberization seen as a promising route for future mass production [11][18]. 2. Market Potential - The market for front-end solid-state battery equipment is expected to reach **8 billion yuan** by 2029, driven by the anticipated increase in global solid-state battery capacity from **17 GWh** in 2024 to **200 GWh** in 2029 [8][9]. 3. Dry vs. Wet Process Advantages - Dry processes eliminate solvent use and drying steps, leading to lower energy consumption and manufacturing costs, while enhancing material utilization and environmental friendliness [15][18]. - Dry processes exhibit superior structural stability, allowing for higher packing densities and energy densities compared to wet processes [18][34]. 4. Solid Electrolyte Materials - Solid electrolyte materials are categorized into oxides, sulfides, polymers, and halides, with sulfides currently being the mainstream technology due to their high conductivity and processing performance [21][22]. 5. Future Developments - The evolution of solid-state batteries will involve the introduction of high-performance anodes and cathodes, with dry processes increasingly demonstrating compatibility advantages [26][30].

Core Viewpoint - Naconor (920522) experienced significant trading activity on November 14, with a total transaction volume of 59,100 shares and a transaction value of 3.1282 million yuan, reflecting a discount of 15.00% compared to the closing price of the day [2] Group 1: Trading Activity - A total of three block trades occurred on November 14, with each transaction priced at 52.93 yuan [2] - The closing price of Naconor on the same day was 62.27 yuan, marking an increase of 9.25% [2] - The stock's turnover rate for the day was 8.36%, with a total transaction value of 667 million yuan [2] Group 2: Company Background - Naconor was established on January 6, 2000, with a registered capital of 1.5675 billion yuan [2] - The company specializes in precision rolling technology [2]

Core Insights - Naconor (920522) experienced three block trades on November 14, 2025, with a total transaction amount of 3.1282 million yuan [1][2] - The highest transaction price was 52.93 yuan per share, with a total of 20,000 shares traded, amounting to 1.0586 million yuan, reflecting a 15% discount [1][2] Summary by Category - **Company Transactions** - Naconor had three significant block trades on November 14, 2025, with a total transaction value of 3.1282 million yuan [1][2] - The highest transaction involved 20,000 shares at a price of 52.93 yuan per share, totaling 1.0586 million yuan [1][2] - All transactions were executed at a 15% discount [1][2] - **Trading Parties** - The buying brokerage for the largest transaction was Guotai Junan Securities Co., Ltd., Shenzhen Dengliang Road branch [1][2] - The selling brokerage for all transactions was Guotou Securities Co., Ltd., Jiangsu branch [1][2]

Investment Rating - The report maintains an "Outperform" rating for the solid-state battery industry [1]. Core Viewpoints - Solid-state batteries are expected to see rapid growth in demand for electric vehicles due to their significant advantages in safety and energy density, supported by strong policy backing [1][3]. - The production of solid-state batteries is anticipated to accelerate, with production lines and equipment likely to benefit first from this transition [1][3]. - The global market for solid-state battery equipment is projected to reach CNY 40 billion in 2024, with expectations to grow to CNY 1,079.4 billion by 2030 [28][30]. Summary by Sections Industry Overview - Solid-state batteries are positioned as the next-generation technology for electric vehicle power sources, offering superior safety and energy density compared to traditional lithium-ion batteries [1][13]. - The industry is experiencing a dual drive from both policy and market forces, leading to an increase in production capacity and technological advancements [1][19]. Market Dynamics - Equipment orders for solid-state batteries are expected to precede the demand for end products, indicating a rapid growth potential in the equipment market [23][28]. - The solid-state battery equipment market is projected to grow significantly, with a forecasted market size of CNY 1,079.4 billion by 2030 [28][30]. Technological Developments - The introduction of new equipment and upgrades across various production stages is essential for the solid-state battery industry, particularly in the front-end and mid-stage processes [24][31]. - The solid-state battery production process requires specific equipment that differs from traditional lithium-ion battery production, necessitating significant investment in new technologies [24][31]. Investment Recommendations - The report suggests focusing on specific equipment segments such as dry electrode technology and static pressure equipment, which are expected to see increased demand and penetration rates [3][19]. - Companies like Xianlead Intelligent, Winbond Technology, and others are highlighted as key players to watch in the solid-state battery equipment sector [3][19].