近日，全景网获悉，纳科诺尔（832522.BJ）固态电池关键设备正式交付头部客户，这一里程碑事件标 志着该公司在固态电池装备领域的技术突破成功迈入产业化应用阶段，为固态电池产业发展注入强劲动 力。 在此，需要特别指出的是，此次交付的设备为固态电池核心设备，精准直击固态电池制造关键环节的痛 点。设备顺利交付并获得客户高度认可，是对纳科诺尔固态电池工艺装备最有力的肯定，也更充分印证 了纳科诺尔技术方案的先进性。 资料显示，作为一家一直致力于为电池生产企业和有高精度辊压需求的企业提供高精度、高稳定性、操 控便捷的成套设备的企业，纳科诺尔主要从事锂离子电池极片辊压机、辊压分切一体机及其相关服务， 以及应用于新能源电池新工艺、新材料的辊压或者成型设备等业务。目前，公司已为宁德时代 （300750）、比亚迪（002594）、中创新航、亿纬锂能（300014）、蜂巢能源、欣旺达（300207）、孚 能科技、海辰储能、武汉楚能、远景动力、清陶能源等国内知名新能源企业以及松下、日立、有量科技 等海外知名新能源企业提供锂电辊压设备。 在固态电池领域，纳科诺尔通过与国内外固态电池相关科研院所及客户的深入交流，开发了锂带压延、 电解 ...

本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、 本次股票解除限售数量总额为 319,200 股，占公司总股本 0.2036%，可交易 时间为 2025 年 7 月 23 日。 证券代码：832522 证券简称：纳科诺尔 公告编号：2025-082 邢台纳科诺尔精轧科技股份有限公司 股权激励计划限制性股票解除限售公告 二、本次股票解除限售的明细情况及原因 单位：股 | | | 是否为 | | 本 | | | | 本次解 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 控股股 | 董事、监 | 次 | 本次解 | 本次变 | | 除限售 | 尚未解 | | | 股东姓 | 东、实 | | 解 | | 更限售 | 变更后 | | | | 序 | 名或名 | 际控制 | 事、高级 | 限 | 除限售 | 类型登 | 限售类 | 股数占 | 除限售 | | 号 | | | 管理人员 | | 登记股 | | | 公 ...

邢台纳科诺尔精轧科技股份有限公司 章 程 | > | | --- | | 1 | | 1 | | | 目录 | 1 | | --- | --- | --- | | 第一章 | 总则 | 1 | | 第二章 | 经营宗旨和范围 2 | | | 第三章 | 股份 | 2 | | 第一节 | 股份发行 2 | | | 第二节 | 股份增减和回购 4 | | | 第三节 | 股份转让 5 | | | 第四章 | 股东和股东大会 6 | | | 第一节 | 股东 6 | | | 第二节 | 股东大会的一般规定 8 | | | 第三节 | 股东大会的召集 14 | | | 第四节 | 股东大会的提案与通知 15 | | | 第五节 | 股东大会的召开 17 | | | 第六节 | 股东大会的表决和决议 20 | | | 第五章 | 董事会 | 25 | | 第一节 | 董事 25 | | | 第二节 | 董事会 28 | | | 第三节 | 独立董事 35 | | | 第六章 | 总经理及其他高级管理人员 38 | | | 第七章 | 监事会 | 40 | | 第一节 | 监事 40 | | | 第二节 | 监事会 41 ...

| 一、 本次股东会的召集、召开程序 . | | --- | | 二、本次股东会出席会议人员资格和召集人资格 | | 三、关于本次股东会的表决程序和表决结果 | | 四、结论意见 . | 北京市尚公律师事务所 关于邢台纳科诺尔精轧科技股份有限公司 2025年第三次临时股东会的 法律意见书 北京市东长安街 10 号长安大厦 3 层 电话：010-65288888 传真：010-65226989 北京市尚公律师事务所 法律意见书 录 目 1 北京市尚公律师事务所 法律意见书 北京市尚公律师事务所 关于邢台纳科诺尔精轧科技股份有限公司 2025 年第三次临时股东会的 法律意见书 致：邢台纳科诺尔精轧科技股份有限公司 北京市尚公律师事务所（以下简称"本所"）接受邢台纳科诺尔精轧科技 股份有限公司（以下简称"公司"）委托，指派律师出席公司 2025 年第三次临 时股东会（以下简称"本次股东会"），就本次股东会进行见证，并出具法律 意见书。 为出具本法律意见书，本所律师审查了公司提供的与本次股东会相关的文 件资料，同时听取了公司就有关事实的陈述和说明。本所律师仅根据本法律意 见书出具之日及以前发生或存在的合法事实和我国现 ...

本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 证券代码：832522 证券简称：纳科诺尔 公告编号：2025-079 一、会议召开和出席情况 邢台纳科诺尔精轧科技股份有限公司 2025 年第三次临时股东会决议公告 （一）会议召开情况 1.会议召开时间：2025 年 7 月 17 日 2.会议召开地点：公司多媒体会议室 3.会议召开方式：现场投票和网络投票相结合方式 4.会议召集人：董事会 5.会议主持人：董事长付建新先生 6.召开情况合法合规的说明： 本次股东会会议的召集、召开、议案审议程序符合有关法律、行政法规、部 门规章、规范性文件和《公司章程》的规定。 （二）会议出席情况 出席和授权出席本次股东会的股东共 32 人，持有表决权的股份总数 68,545,010 股，占公司有表决权股份总数的 43.73%。 其中通过网络投票参与本次股东会的股东共 27 人，持有表决权的股份总数 42,978,770 股，占公司有表决权股份总数的 27.42%。 同意股数 68,545,010 股，占本次股东会有表决 ...

Investment Rating - The report maintains an investment rating of "Outperform the Market" with a target price set for leading stocks [4]. Core Insights - Solid-state batteries represent a revolutionary technology with significant improvements in safety, energy density, and lifespan compared to traditional liquid batteries. The semi-solid state batteries are entering the industrialization phase, while all-solid state batteries are in the research and development stage, expected to achieve mass production by 2027 [1][36]. - The production process of solid-state batteries differs from traditional liquid batteries, focusing on innovations in manufacturing equipment and processes, particularly in the front and middle stages of production [2]. - The solid-state battery industry is expected to drive upgrades in downstream industries, particularly in eVTOL and humanoid robots, creating new demand for battery applications [3]. Summary by Sections 1. Solid-State Battery: A New Generation of Technological Revolution - Solid-state batteries utilize solid electrolytes, eliminating the risks associated with flammable liquid electrolytes, and can operate safely at temperatures up to 800°C [20]. - Energy density for solid-state batteries can reach 400-500 Wh/kg, significantly higher than the 200-300 Wh/kg of traditional liquid batteries [20]. - The solid-state battery market is supported by various national policies aimed at promoting its development and innovation [33]. 2. Process Innovation Driving Equipment Upgrades - The manufacturing process for solid-state batteries involves significant changes, particularly in the introduction of dry electrode technology, which offers advantages in cost, energy consumption, and performance [2]. - The core elements for mass production include improvements in roller press performance and production efficiency [2]. 3. Driving Upgrades in Downstream Industries - The eVTOL industry requires batteries with a minimum energy density of 400 Wh/kg, which aligns perfectly with the capabilities of solid-state batteries [3]. - Humanoid robots face energy challenges that solid-state batteries can address, making them a preferred choice for energy systems in this sector [3]. 4. Investment Recommendations - The report suggests focusing on leading battery manufacturers with capital and technological advantages, such as CATL and BYD, as well as companies involved in equipment and new materials [3].

Investment Rating - The industry investment rating is "Overweight" indicating that the industry index is expected to outperform the market index by more than 10% in the next six months [4]. Core Insights - In June 2025, the production and sales of new energy vehicles (NEVs) continued to show rapid growth year-on-year, with production reaching 1.268 million units and sales at 1.329 million units, representing year-on-year growth of 26.4% and 26.7% respectively [3]. - The penetration rate of new energy vehicles in June was 45.8%, a decrease of 2.9 percentage points from the previous month, while the cumulative penetration rate for the first half of the year was 44.3% [3]. - The global power battery installation volume from January to May 2025 was 401.3 GWh, a year-on-year increase of 38.5%, with the top five companies holding a combined market share of 73.9% [3]. - In June 2025, the installation volume of lithium iron phosphate batteries reached 47.4 GWh, a year-on-year increase of 49.7%, accounting for 81.5% of the total installation volume [3]. Summary by Sections New Energy Vehicle Sales - In June 2025, NEV sales reached 1.329 million units, with pure electric vehicle sales at 859,000 units (up 40.4% year-on-year) and plug-in hybrid sales at 470,000 units (up 7.8% year-on-year) [3]. - Cumulatively, from January to June 2025, NEV production and sales were 6.968 million and 6.937 million units, reflecting year-on-year growth of 41.4% and 40.3% respectively [3]. Battery Installation Volume - The total power battery installation volume in June 2025 was 58.2 GWh, with a year-on-year increase of 35.9% [3]. - Cumulatively, from January to June 2025, the total installation volume was 299.6 GWh, representing a year-on-year growth of 47.3% [3]. Export Data - In June 2025, power battery exports reached 15.8 GWh, accounting for 65% of total exports, with a year-on-year increase of 16.6% [3]. - Cumulatively, from January to June 2025, power battery exports totaled 81.6 GWh, reflecting a year-on-year growth of 26.5% [3]. Investment Recommendations - The report suggests focusing on leading companies in the battery and materials sectors that show fundamental improvements, particularly those with technological and capacity advantages in solid-state electrolytes and new types of electrodes [3]. - Key investment targets include CATL, EVE Energy, Keda Technology, and others [3].

Group 1 - The report highlights a steady increase in domestic electrification rates and a strong recovery in European sales, with global sales expected to grow by 21% in 2025 and maintain over 15% growth in 2026 [2][3] - In 2025, domestic electric vehicle sales are projected to reach 5.61 million units, a year-on-year increase of 44%, with an annual growth forecast of 25% [2][5] - The report anticipates a robust demand for lithium batteries, with a revised growth estimate of over 30% in 2025 and nearly 20% in 2026, driven by strong energy storage policies and market dynamics [2][3] Group 2 - The report indicates that the profitability of the industry has begun to recover slightly, with leading companies starting to expand production in an orderly manner, while smaller firms continue to exit the market [2][3] - The report notes a significant disparity in profitability across different segments of the supply chain, with leading battery manufacturers maintaining high profit levels compared to second-tier manufacturers [2][3] - The solid-state battery technology is highlighted as a key area of focus, with advancements expected in sulfide-based materials and core equipment, indicating a rapid acceleration in industrialization [2][3] Group 3 - Investment recommendations emphasize focusing on leading lithium battery companies and those accelerating the industrialization of solid-state technologies, with specific companies identified for potential investment [2][3] - The report suggests that the lithium carbonate price has reached a bottom, making it favorable to invest in companies with quality resources [2][3] - The report identifies several companies in the solid-state battery sector that are expected to benefit from technological advancements and market demand [2][3]

Investment Rating - The industry investment rating is "Overweight" [2][51] Core Insights - In June, the production and sales of new energy vehicles reached 1.268 million and 1.329 million units, respectively, representing year-on-year growth of 26.4% and 26.7% [41][45] - The lithium battery index has shown strong performance, with a 5.27% increase over the past two weeks, outperforming the CSI 300 index by 3.65 percentage points [4][13] - The solid-state battery industrialization process is accelerating, leading to structural incremental demand for materials and equipment in the industry chain [45] Summary by Sections Market Review - As of July 10, 2025, the lithium battery index has increased by 6.69% year-to-date, outperforming the CSI 300 index by 4.78 percentage points [4][13] - The lithium battery industry chain has seen price fluctuations, with battery-grade lithium carbonate averaging 63,400 CNY/ton, up 2.92% in the last two weeks [26][24] Price Changes in the Lithium Battery Industry Chain - As of July 10, 2025, the prices of lithium carbonate and nickel have increased, while lithium hydroxide and cobalt have decreased [24][27] - The average price of lithium hydroxide (LiOH 56.5%) is 63,100 CNY/ton, down 1.25% in the last two weeks [26][27] Industry News - The China Automotive Association reported that in June, the production and sales of new energy vehicles remained stable month-on-month, with a year-on-year growth rate that has slowed compared to previous months [41][45] - The global energy storage battery shipment volume for the first half of 2025 ranked the top ten companies, including CATL and EVE Energy [41] Company Announcements - Companies such as CATL and EVE Energy are focusing on solid-state battery materials and production capabilities, with significant advancements in their respective technologies [46][48] - Enjie Co., Ltd. has reported expected losses for the first half of 2025 due to declining profit margins in lithium battery separators [44] Weekly Insights - The report suggests focusing on leading companies in the battery and materials sectors that have technological and production advantages in solid-state electrolytes and new electrode materials [45][46]

Core Viewpoint - The article highlights the rapid advancement of the new energy industry, particularly in battery technology, and emphasizes the role of Nakonoer in this transformation through precision manufacturing and innovative equipment [2][3]. Company Overview - Nakonoer, established in 2000, specializes in the research and manufacturing of high-precision battery electrode rolling equipment and has over 200 patented technologies [2]. - The company went public on the Beijing Stock Exchange in 2023, marking a significant milestone in its development [2]. Industry Context - The new energy sector is entering the TWh era, indicating a substantial increase in energy storage and battery production capabilities [2]. - Nakonoer is strategically positioned in cutting-edge fields such as dry electrode and solid-state battery equipment, addressing the industry's technological upgrades [2]. Technological Innovations - Nakonoer's temperature control system maintains a temperature difference of no more than ±1°C during the rolling process, with thickness variations smaller than 1/20th of a human hair [2]. - The company has developed a 1.6-meter wide equipment that operates at a speed of 140 meters per minute, significantly enhancing production capacity while reducing energy consumption [2]. Strategic Role - Nakonoer acts as a "technical advisor" for lithium battery clients and a "construction pioneer" for solid-state battery enterprises, showcasing its commitment to providing tailored solutions in a rapidly evolving market [3]. - The company aims to leverage its technological expertise to create value and reshape the global new energy equipment landscape [3].