证券研究报告 | 北交所专题报告 | | --- | hyzqdatemark 2026 年 02 月 07 日 证券分析师 赵昊 SAC：S1350524110004 zhaohao@huayuanstock.com 万枭 SAC：S1350524100001 wanxiao@huayuanstock.com 工信部倡导突破全固态电池技术，从材料端来看固态电池产业链变革与未来走向 ——新质生产力专题报告二 投资要点： 请务必仔细阅读正文之后的评级说明和重要声明 联系人 市场动态：中国制定全球首个固态电池国标，工信部提出加快突破全固态电池技术。根据智 能制造网每日经济新闻、界面新闻、高工锂电等的 2026 年 1 月 6 日信息，《电动汽车用固态 电池第 1 部分：术语和分类》近日公开征求意见，后续将涵盖性能、安全和寿命规范，由全 国汽车标准化技术委员会归口、电动车辆分会执行，工信部主管。该征求意见稿按电池单体 内部离子传递方式分为液态、混合固液和固态电池，未纳入此前业内常提的"半固态电池"。 据装备工业一司、办公厅、工信微报，2026 年 1 月 13 日节能与新能源汽车产业发展部际联 席会议年度工作会议在 ...

（文章来源：证券日报） 证券日报网讯 2月4日，远航精密发布公告称，公司及全资子公司江苏阿凡达能源科技有限公司于近日 收到了国家知识产权局颁发的一项发明专利证书，发明名称：一种新能源电池用铜镍复合材料及其制备 方法。 ...

Group 1 - The energy metals sector has seen an increase, with Huayou Cobalt rising over 5% [1] - Other companies such as Yuanhang Precision, Hanrui Cobalt, Tengyuan Cobalt, and Ganfeng Lithium also experienced gains [1]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300477 | ST台纵 | 2.88 | 7.06% | 123.83万 | 3.41亿 | | 920809 | 安达科技 | 7.76 | 6.30% | 66.82万 | 5.15亿 | | 300390 | 天华新能 | 54.85 | 3.69% | 68.02万 | 37.58亿 | | 688778 | 厦钨新能 | 86.91 | 3.12% | 6 9.24万 | 7.96亿 | | 920252 | 天宏锂电 | 32.90 | 3.10% | 13.30万 | 4.39亿 | | 688353 | 保盛锂电 | 110.98 | 2.83% | 12.93万 | 14.43亿 | | 300128 | 锦富技术 | 7.87 | 2.34% | 94.46万 | 7.50亿 | | 920237 | 力佳科技 | 26.25 | 2.06% | 4.71万 | 1.23亿 | | 001301 | 尚太科技 | 4 84. ...

证券日报网讯 1月5日，远航精密发布公告称，根据全国高新技术企业认定管理工作领导小组办公室发 布的《对江苏省认定机构2025年认定报备的第二批高新技术企业进行备案的公示》及《江苏省认定机构 2025年认定报备的第二批高新技术企业备案公示名单》（刊载于"高新技术企业认定管理工作网"），公 司全资子公司江苏金泰科精密科技有限公司（简称"金泰科"）被列入江苏省认定机构2025年认定报备的 第二批高新技术企业备案名单。本次认定系对公司全资子公司金泰科《高新技术企业证书》有效期届满 后进行的重新认定。 （文章来源：证券日报） ...

深耕精密镍基导体材料领域近二十年的江苏远航精密合金科技股份有限公司，是我国镍基新材料行业的 龙头企业。远航精密董事长、总经理周林峰在接受新京报贝壳财经记者专访时表示，"目前公司在产品 性能、生产效率及成本控制上具备显著优势，未来随着公司募投项目逐步投产，公司产能规模将进一步 扩大，持续释放增长潜力。" ...

Core Insights - Jiangsu Yuanhang Precision Alloy Technology Co., Ltd. is a leading enterprise in China's nickel-based new materials industry, specializing in precision nickel-based conductor materials for various applications [2][3]. Financial Performance - In the first three quarters of this year, the company achieved a record high revenue of 769 million yuan, representing a year-on-year growth of 26.71%. The net profit attributable to shareholders reached 40.99 million yuan, with a 7.81% increase after deducting non-recurring items [3]. Market Opportunities - The growth in demand for nickel-based conductor materials and precision structural components is driven by increased penetration of electric vehicles, rapid development of the energy storage market, and opportunities arising from the hydrogen energy industry [3][6]. Technological Advancements - The company has established significant technological advantages through collaborations with multiple battery manufacturers on next-generation battery technologies. This positions the company for long-term growth in the electric vehicle and energy storage battery markets [6][7]. R&D Investment - In the first three quarters, the company invested 27.32 million yuan in R&D, a 24.53% increase year-on-year. The company holds a total of 91 patents, including 14 invention patents, establishing a solid technological barrier [7]. Strategic Focus - The company aims to enhance its competitiveness across the entire industry chain, focusing on capital investment in established projects, improving production efficiency, and expanding core product capacity [6][8]. Market Positioning - Since its listing on the Beijing Stock Exchange in November 2022, the company has seen improvements in governance, brand influence, and fundraising efforts, which have positively impacted its market presence and operational quality [9][10]. Investor Relations - The company emphasizes stable and sustainable dividend policies, having implemented cash dividends consistently since its listing. The controlling shareholder plans to increase their stake in 2024, boosting investor confidence [10]. Future Outlook - The company is committed to a "vertical integration" strategy, focusing on capital investment and technological innovation to solidify its leading position in the precision nickel-based materials sector while actively expanding downstream applications [8][10].

Market Overview - The battery sector experienced a decline of 0.68% compared to the previous trading day, with Yuanhang Precision leading the drop [1] - The Shanghai Composite Index closed at 4000.14, down 0.07%, while the Shenzhen Component Index closed at 13240.62, down 0.36% [1] Stock Performance - Notable gainers in the battery sector included: - Tianji Co., Ltd. (002759) with a closing price of 46.71, up 10.01% [1] - Shida Shenghua (603026) at 83.07, up 10.00% [1] - Tongguan Copper Foil (301217) at 33.48, up 7.79% [1] - Significant decliners included: - Yuanhang Precision (920914) at 29.98, down 5.99% [2] - Pylon Technologies (688063) at 65.23, down 5.93% [2] - EVE Energy (300014) at 80.02, down 4.75% [2] Capital Flow - The battery sector saw a net outflow of 2.208 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.463 billion yuan [2][3] - Key stocks with significant capital flow included: - Ningde Times (300750) with a net inflow of 838 million yuan from institutional investors [3] - Nord Shares (600110) with a net inflow of 26.66 million yuan [3] - Enjie Co., Ltd. (002812) with a net inflow of 178 million yuan from institutional investors [3]

Core Viewpoint - Jiangsu Yuanhang Precision Alloy Technology Co., Ltd. (Yuanhang Precision) is focused on enhancing its production efficiency and market influence through its fundraising projects, while maintaining strict inventory management to mitigate risks [1] Company Overview - Yuanhang Precision was established in 2006 and is recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise and a high-tech enterprise [1] - The company specializes in the research, production, and sales of precision conductor materials for batteries, with applications in consumer electronics, new energy vehicles, energy storage, electric two-wheelers, power tools, aerospace, and metal commemorative coins [1] Financial Performance - As of the end of September, the company reported a revenue of 769 million yuan, representing a year-on-year increase of 26.71% [1] - The net profit attributable to shareholders decreased slightly by 2.68% to 40.99 million yuan due to share-based payment reasons [1] - The net profit excluding non-recurring gains and losses was 39.67 million yuan, showing a year-on-year growth of 7.81% [1]

Market Overview - The battery sector experienced a decline of 4.33% on the previous trading day, with Yuanhang Precision leading the drop [1] - The Shanghai Composite Index closed at 3865.23, down 0.62%, while the Shenzhen Component Index closed at 12895.11, down 2.54% [1] Stock Performance - Notable gainers in the battery sector included: - Shida Shenghua (603026) with a closing price of 57.55, up 6.50% and a trading volume of 285,600 shares, totaling 1.664 billion yuan [1] - Jinyinhai (300619) closed at 68.66, up 5.89% with a trading volume of 936,000 shares, totaling 1.254 billion yuan [1] - Major decliners included: - Yuanhang Precision (920914) with a closing price of 66.62, down 9.29% and a trading volume of 52,800 shares, totaling 166 million yuan [2] - Keda Li (002850) closed at 161.01, down 7.47% with a trading volume of 93,600 shares, totaling 1.560 billion yuan [2] Capital Flow - The battery sector saw a net outflow of 8.429 billion yuan from institutional investors, while retail investors contributed a net inflow of 6.328 billion yuan [2][3] - Specific stocks with significant capital flow included: - Huazi Technology (300490) with a net inflow of 98.81 million yuan from institutional investors, while retail investors had a net outflow of 82.50 million yuan [3] - Pioneering Technology (688063) experienced a net inflow of 1.18 billion yuan from institutional investors, but a net outflow of 1.17 billion yuan from retail investors [3]