证券代码：832522 证券简称：纳科诺尔 公告编号：2025-084 邢台纳科诺尔精轧科技股份有限公司 关于取得发明专利证书的公告 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。 授权公告号：CN 119915334 B 该发明专利提供一种辊分机分切后检测断带的方法、装置及辊分机，涉及锂 电池生产加工技术领域。该发明在辊分机运行过程中，通过感应传感器对下部电 池极片位置进行检测，若存在电池极片，则持续实时检测，并基于实时检测的检 测信号，确定所述电池极片是否发生断带；若电池极片发生断带，则控制所述辊 分机停机。相比于传统的张力检测方式，该发明采用感应传感器检测方式实现断 带检测，不受张力、幅宽、极片速度和材质的限制，实现了不同工况下电池极片 断带的准确检测，提高了锂电池极片断带检测的准确性，避免了电池极片材料浪 费。 一、基本情况 邢台纳科诺尔精轧科技股份有限公司（以下简称"公司"）于近日收到由国 家知识产权局颁发的一项发明专利证书，具体情况如下： 发明名称：一种辊分机分切后检测断带的方法、装置及辊分 ...

Investment Rating - The report does not explicitly provide an investment rating for the industry, but it suggests focusing on sectors with technological scarcity and high financial growth potential, particularly in solid-state batteries, AI hardware, and fertility subsidies [3][19]. Core Insights - The market experienced fluctuations with a notable decrease in trading volume, where the North Exchange A-share trading amount reached 24.24 billion, down by 4.23 billion from the previous trading day [1][7]. - The report highlights the importance of monitoring sectors such as solid-state batteries and AI hardware, which are expected to benefit from recent developments and policy support [3][19]. - The upcoming earnings reports are anticipated to drive structural market trends, with a focus on companies showing high growth potential [3][19]. Summary by Sections Market Review - On July 28, the North Exchange A-share trading volume was 24.24 billion, a decrease of 4.23 billion from the previous day, with the North Exchange 50 Index closing at 1455.37, down 0.25% [1][7]. - Among 268 companies listed, 153 saw an increase in stock prices, while 106 experienced declines, indicating a mixed market performance [1][16]. Important News - The Ministry of Industry and Information Technology emphasized the need to consolidate the results of the comprehensive rectification of the new energy vehicle industry and strengthen governance in the photovoltaic sector [19]. - The State Administration for Market Regulation announced measures to combat low-quality and low-price competition among enterprises [20]. Key Company Announcements - Zizhong Temple announced plans to use up to 290 million yuan of idle funds for low-risk short-term financial products to enhance capital efficiency [21]. - Kairun Intelligent Control received a termination notice from the North Exchange regarding its application for a specific stock issuance [22]. - Dadi Electric announced the establishment of a wholly-owned subsidiary in Anhui Province with a registered capital of 50 million yuan to enhance production capacity [23].

Summary of Key Points Core Viewpoint - As of July 28, the total margin financing and securities lending balance on the Beijing Stock Exchange reached 6.288 billion yuan, reflecting an increase of 80.8644 million yuan from the previous trading day, indicating a growing interest in margin trading [1]. Financing and Margin Data - The margin balance was 6.287 billion yuan, up by 80.7522 million yuan, while the securities lending balance was 42.28 thousand yuan, increasing by 11.22 thousand yuan [1]. - The stocks with the highest margin balances included Jinbo Biological, Airon Software, and Better Energy, with respective balances of 366 million yuan, 169 million yuan, and 167 million yuan [1]. - The average margin balance as a percentage of market capitalization for these stocks was 1.16%, with Shengye Electric, Litong Technology, and Wanyuantong leading at 4.78%, 3.44%, and 3.38% respectively [1]. Sector Performance - In terms of industry statistics, the computer, electronics, and machinery sectors had the highest concentration of stocks with net margin purchases exceeding 1 million yuan, with 10, 9, and 8 stocks respectively [2]. - On July 28, stocks with net margin purchases over 1 million yuan experienced an average decline of 0.82%, while notable gainers included Mingyang Technology, Naconoer, and Knight Dairy, which rose by 12.00%, 6.96%, and 5.12% respectively [2]. Trading Activity - The weighted average turnover rate for stocks with net margin purchases over 1 million yuan was 4.63%, with Tianrun Technology, Wanyuantong, and Mingyang Technology having turnover rates of 34.38%, 24.24%, and 18.45% respectively [2]. - The average daily turnover rate for stocks on the Beijing Stock Exchange was 4.27% [2]. Notable Stocks - Stocks with the largest increases in margin balances on July 28 included Litong Technology (increase of 156.305 million yuan), Mingyang Technology (increase of 75.708 million yuan), and Minshida (increase of 65.656 million yuan) [2][3]. - Other notable stocks with significant margin balances included Better Energy, Knight Dairy, and Naconoer, which also saw substantial net purchases [2][3].

智通财经7月28日电，固态电池概念盘中震荡走强，纳科诺尔涨超15%，上海洗霸涨超7%，双双创历史 新高，德龙激光、信宇人、道氏技术、欣旺达、宏工科技均涨超5%。消息面上，近期，多家企业明确 了固态电池生产的时间线。7月24日，蜂巢能源相关负责人表示，今年四季度蜂巢能源将在2.3GWh的半 固态量产线上，试生产其第一代半固态电池，容量为140Ah。预计2027年大规模供应车企客户。 固态电池概念震荡走强 纳科诺尔涨超15%创历史新高 ...

电池板块异动走高，纳科诺尔涨超10%，宏工科技（301662）、骄成超声、誉辰智能、孚能科技、厦钨 新能等跟涨。 ...

Investment Rating - The investment rating for the company is upgraded to "Buy" [7] Core Views - The company has made significant breakthroughs in dry electrode equipment, positioning itself as a leading player in the solid-state battery sector [7] - The solid-state battery industry is expected to see accelerated development, with key manufacturers beginning to lead the evolution of dry equipment [7] - The company's dry electrode equipment has a competitive advantage, with a projected value of over 30 million per GWh, significantly higher than traditional liquid equipment [7] Financial Projections - Total revenue is projected to reach 1,053.51 million in 2024, with a year-on-year growth of 11.42% [1] - Net profit attributable to the parent company is expected to be 161.84 million in 2024, reflecting a year-on-year increase of 30.69% [1] - The earnings per share (EPS) is forecasted to be 1.03 in 2024, with a corresponding P/E ratio of 55.41 [1] Market Data - The closing price of the stock is 57.21, with a market capitalization of 8,967.71 million [5] - The company has a price-to-book ratio of 5.95 and a total circulating A-share market value of 7,400.06 million [5][6] Financial Health - The company has a debt-to-asset ratio of 52% and total assets amounting to 2,061 million [6] - The net asset value per share is 9.62, indicating a solid financial foundation [6]

Group 1: Market Performance - The average daily change for the North Exchange (北证) and A-shares (A股) shows significant fluctuations, with a peak of 30% for Tianrun Technology (天润科技) on July 25, 2025[8] - The trading volume for the North Exchange reached a total of 600 billion CNY, with an average turnover rate of 16% as of July 25, 2025[6] - The average price-to-earnings ratio (PE) for companies listed on the North Exchange varies significantly across industries, with some sectors showing a PE as high as 516.07[12] Group 2: Stock Performance - The top-performing stocks on July 25, 2025, include Tianrun Technology with a 30% increase and a market capitalization of 29.19 billion CNY[8] - Conversely, the worst-performing stock, Jikang Technology (基康技术), saw a decline of 12.56% with a market capitalization of 52.76 billion CNY[9] - The average daily change for the North Exchange was notably higher than that of the A-share market, indicating a more volatile trading environment[7] Group 3: Risks and Challenges - The report highlights risks including lower-than-expected policy support, insufficient technological innovation, and increased market competition[13] - Market volatility remains a significant concern, impacting investor sentiment and stock performance across various sectors[13]

Investment Rating - The industry investment rating is "Overweight" [2][51]. Core Insights - The lithium battery index has shown strong performance, with a 4.92% increase over the past two weeks, outperforming the CSI 300 index by 1.45 percentage points. Year-to-date, the lithium battery index has risen by 11.94%, exceeding the CSI 300 index by 6.49 percentage points [4][14]. - Recent policies aimed at reducing internal competition have led to a rise in lithium carbonate prices, with the average price reaching 70,500 CNY per ton, an increase of 11.20% over the past two weeks. However, high inventory levels of lithium carbonate may pressure prices in the short term [6][27]. - The solid-state battery sector is experiencing rapid advancements, with several companies reporting progress in this area, indicating a structural demand increase for materials and equipment in the supply chain [46]. Summary by Sections Market Review - As of July 24, 2025, the lithium battery index has increased by 4.92% in the last two weeks, outperforming the CSI 300 index by 1.45 percentage points. The index has risen by 10.43% this month and 11.94% year-to-date [4][14]. Price Changes in the Lithium Battery Supply Chain - Lithium carbonate prices have increased by 11.20% to 70,500 CNY per ton, while lithium hydroxide prices rose by 7.29% to 67,700 CNY per ton [6][27]. - Prices for cathode materials such as lithium iron phosphate have increased by 7.22% to 32,700 CNY per ton, while NCM523, NCM622, and NCM811 have seen slight declines [29][25]. - The average price of electrolytes has decreased, with lithium hexafluorophosphate dropping by 1.98% to 49,500 CNY per ton [33][25]. Industry News - The National Development and Reform Commission has issued guidelines to regulate pricing behaviors, aiming to curb "involution" competition in the market [43]. - The new energy vehicle market has shown a retail sales increase of 23% year-on-year, with a total of 537,000 units sold from July 1-20, 2025 [46]. - Companies like CATL and EVE Energy are highlighted for their advancements in solid-state battery technology, with CATL expected to begin small-scale production of solid-state batteries by 2027 [48][46]. Company Announcements - CATL is projected to achieve a net profit of 50.745 billion CNY in 2024, with a 15.01% year-on-year growth [48]. - EVE Energy has secured a supplier agreement with XPeng Motors, indicating potential market expansion in the low-altitude economy sector [48]. - Enjie Co., Ltd. is advancing in the semi-solid battery separator business, with production capabilities expected to ramp up [48].

邢台纳科诺尔精轧科技股份有限公司 关于完成工商变更登记及公司章程备案并取得营业执照的公告 证券代码：832522 证券简称：纳科诺尔 公告编号：2025-083 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、基本情况 邢台纳科诺尔精轧科技股份有限公司(以下简称"公司")于2025年6月30日 召开第四届董事会第十二次会议、第四届监事会第十一次会议，于2025年7月17 日召开2025年第三次临时股东会，审议通过《关于拟修订<公司章程>的议案》， 具体内容详见公司分别于2025年7月1日和2025年7月18日在北京证券交易所指定 信息披露平台（www.bse.cn）披露的《关于拟修订<公司章程>公告》（公告编号： 2025-076）、《公司章程》（公告编号：2025-081）。 二、工商变更登记情况 目前，公司已完成工商变更登记及公司章程备案手续并取得变更后的《营业 执照》。本次变更完成后，公司注册资本由11,196.48万元变更为15,675.072万元。 除上述变更外，《营业执照》记载的其他登记 ...

Group 1 - The report highlights that as of Q2 2025, the market value of public funds heavily invested in the Beijing Stock Exchange (BSE) reached 9.892 billion, a 56.0% increase quarter-on-quarter, representing 0.38% of the total A-share market [2][3][4] - The public fund allocation coefficient for the BSE has reached a record high of 0.66, up 0.23 from the previous quarter, indicating increased attention from both active and passive funds [2][5][11] - The BSE 50 index products have seen significant net subscriptions, with the total scale reaching 11.162 billion, an increase of 1.905 billion, driven by net subscriptions and the establishment of new products [2][16] Group 2 - The report notes that the average net value growth rate of thematic funds since Q2 2025 is 20.0%, outperforming the BSE 50 index's growth of 14.3% [2][16] - Active equity public funds have increased their concentration in holdings, with the top five stocks accounting for 60.8% of the total market value, up 10.3 percentage points from the previous quarter [2][17] - The report identifies a shift in industry allocations, with increased investments in beauty care, electrical equipment, and machinery, while allocations to automotive and electronics sectors have decreased [2][23][24]