公司发布的半年报数据显示，上半年公司共实现营业收入1.72亿元，同比下降8.21%，实现净利润 2038.28万元，同比下降36.96%，基本每股收益为0.2400元，加权平均净资产收益率4.00%。（数据宝） （文章来源：证券时报网） 力佳科技股价创出历史新高，截至9:37，该股上涨15.87%，股价报37.17元，成交量567.88万股，成交金 额1.92亿元，换手率6.72%，该股最新A股总市值达32.11亿元，该股A股流通市值31.42亿元。 证券时报·数据宝统计显示，力佳科技所属的电力设备行业，目前整体涨幅为1.72%，行业内，目前股价 上涨的有309只，涨停的有金银河、丰元股份等3只。股价下跌的有75只，跌幅居前的有中环海陆、*ST 惠程、远程股份等，跌幅分别为20.00%、3.23%、2.73%。 两融数据显示，该股最新（9月4日）两融余额为1217.99万元，其中，融资余额为1217.99万元，近10日 增加94.94万元，环比增长8.45%。 ...

Core Viewpoint - Lijia Technology (835237) experienced a significant increase in stock price, reaching the daily limit of 29.98%, with a trading volume of 5.04 billion yuan and a turnover rate of 19.77% [2] Trading Activity - The stock was listed on the North Exchange due to its daily price fluctuation limit being reached, with a net buying amount of 7.2459 million yuan from various trading desks [2] - The top five trading desks accounted for a total transaction volume of 1.01 billion yuan, with a buying amount of 539.257 million yuan and a selling amount of 466.798 million yuan, resulting in a net buying of 7.2459 million yuan [2] Major Trading Desks - The largest buying desk was Haitong Securities Co., Ltd. from Changsha, with a buying amount of 17.3126 million yuan, while the largest selling desk was Huatai Securities Co., Ltd. from Guangzhou, with a selling amount of 17.9462 million yuan [2] - Detailed trading data for September 4 shows the top five buying and selling desks, highlighting significant buying activity from multiple desks [2]

Group 1 - The core point of the news is that Lijia Technology (835237) experienced a significant stock price increase of 29.98% on September 4, 2025, leading to its appearance on the trading leaderboard [1][3] - The total trading volume for Lijia Technology on that day was 16.71 million shares, with a total transaction value of 504 million yuan [1][2] - The top buying and selling brokerage firms included Haitong Securities and Huatai Securities, with Haitong buying 17.31 million yuan worth of shares and Huatai selling 17.94 million yuan worth [1][2] Group 2 - The trading activity was characterized by a continuous auction method, indicating a high level of investor interest and market activity for Lijia Technology [1][3] - The detailed trading data shows multiple brokerage firms participating in both buying and selling, highlighting a competitive trading environment [2]

Group 1 - The core viewpoint of the news is that the solid-state battery concept stocks in the A-share market have collectively strengthened, with significant price increases observed in various companies [1][2] - Companies such as Lijia Technology saw a rise of 22.73%, while Zhongwei Co. increased by 11.89%, indicating strong market interest and investor confidence in solid-state battery technology [2] - The total market capitalization of Lijia Technology is 2.617 billion, and Zhongwei Co. has a market cap of 40.7 billion, reflecting their substantial presence in the market [2] Group 2 - Recent reports indicate a surge in orders for solid-state battery production equipment, with total new and existing orders exceeding 30 billion, representing a year-on-year increase of 70% to 80% [2][3] - Financial analysis suggests that since 2025, breakthroughs in solid-state battery technology have accelerated, with multiple automotive companies planning to adopt all-solid-state batteries around 2027, indicating a faster industrialization process [3] - The ongoing establishment of pilot production lines and the restart of lithium battery expansion cycles are expected to improve the fundamentals of equipment companies, suggesting a positive outlook for the industry [3]

Group 1 - The core viewpoint of the article highlights the strong performance of solid-state battery concept stocks in the A-share market, driven by a surge in orders for solid-state battery production equipment [1] - Companies such as Lijia Technology saw a rise of over 22%, while Zhongwei Co. and Hangke Technology increased by over 11% and 10% respectively, indicating a broad market interest in this sector [1][2] - According to Shenzhen High-tech Lithium Battery Co., the total new and existing orders for major equipment companies exceeded 30 billion yuan, with a year-on-year growth rate of 70% to 80% [1] Group 2 - Financial reports suggest that since 2025, solid-state battery technology has made significant breakthroughs, with several automotive companies planning to adopt all-solid-state batteries around 2027, accelerating the industry's commercialization process [1] - The ongoing establishment of pilot production lines and the restart of lithium battery expansion cycles are expected to improve the fundamentals of equipment companies, with a positive outlook on the resonance between industry cycles and technological advancements [1]

Core Viewpoint - The solid-state battery concept stocks in the A-share market have collectively strengthened, driven by a surge in orders for solid-state battery production equipment, indicating a growing interest and investment in this technology [1][2]. Group 1: Market Performance - Lijia Technology saw a significant increase of 22.73%, with a total market capitalization of 2.617 billion [2]. - Zhongwei Co. rose by 11.89%, reaching a market cap of 40.7 billion [2]. - Hangke Technology and Ningxin New Materials both increased by over 10%, with market caps of 19.5 billion and 1.901 billion respectively [2]. - Other notable performers include Liwang Co. (up 9.79%), Wuhan Land Electric (up 8.83%), and Haibo Science and Technology (up 8.31%) [2]. Group 2: Industry Insights - Recent statistics indicate that the total new orders and backlog for leading equipment manufacturers in the solid-state battery sector have exceeded 30 billion, with a year-on-year growth rate of 70% to 80% [1]. - According to research from Caitong Securities, breakthroughs in solid-state battery technology are expected to accelerate, with several automotive companies planning to adopt full solid-state batteries around 2027, indicating a faster industrialization process [1]. - The ongoing establishment of pilot production lines and the restart of lithium battery expansion cycles are anticipated to improve the fundamentals of equipment manufacturers, suggesting a positive outlook for the industry [1].

二、 募集资金管理情况 证券代码：835237 证券简称：力佳科技 公告编号：2025-121 力佳电源科技（湖北）股份有限公司 关于注销部分募集资金专项账户的公告 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。 一、 募集资金基本情况 2022 年 10 月 26 日，中国证券监督管理委员会出具《关于同意力佳电源科 技（深圳）股份有限公司向不特定合格投资者公开发行股票注册的批复》（证监 许可[2022]2579 号），同意公司向不特定合格投资者公开发行股票的注册申请。 公司本次股票发行数量为 1,000.00 万股（超额配售选择权行使前），发行价格为 18.18 元/股，募集资金总额为人民币 181,800,000.00 元，扣除相关发行费用后 实际募集资金净额为人民币 162,568,155.34 元。截至 2022 年 11 月 18 日，本次 募集资金已全部到账，并由中审众环会计师事务所（特殊普通合伙）出具众环验 字（2022）0110078 号《力佳电源科技（深圳）股份有限公司验资报告》进行了 ...

审核公司三会相关文件，督导公司按照治理制度要求规 范运作。 长江证券承销保荐有限公司 关于力佳电源科技(湖北)股份有限公司 的 2025 年半年度持续督导跟踪报告 根据《证券发行上市保荐业务管理办法》《北京证券交 易所股票上市规则》等有关法律法规、规范性文件等的规定， 长江证券承销保荐有限公司（以下简称"长江保荐"或"保 荐机构"）作为力佳电源科技(湖北)股份有限公司（以下简 称"力佳科技""发行人"或"公司"）的保荐机构，负责 力佳科技的持续督导工作，并出具 2025 年半年度持续督导 跟踪报告。 一、持续督导工作概述 2025 年 1-6 月，保荐机构履行持续督导工作的方式包括 但不限于审阅公司信息披露文件、督导公司建立健全并有效 执行规则制度、募集资金使用监督、督导公司规范运作、现 场核查、发表专项意见等。具体情况如下： 对于公司重要信息披露文件，如定期报告、董事会决议、 股东会决议、权益分派等公告文件，保荐机构均履行了事前 审阅程序。 核查公司拟修订的制度文件，督导公司按照相关法律法 规要求健全并有效执行规则制度。 1 每月获取募集资金专户银行对账单和募集资金使用台 账，核查公司募集资金的管理和使用是 ...

Investment Rating - The investment rating for the company is "Accumulate" [1] Core Views - The company's performance is under short-term pressure due to intensified competition, with a projected decline in net profit for 2025 [7] - The report anticipates a recovery in net profit growth in 2026 and 2027, driven by market expansion efforts [7] - The company is facing challenges from increased R&D costs and personnel investments, which have impacted profit margins [7] Financial Summary - Total revenue for 2023 is projected at 3.82 billion RMB, with a slight increase to 4.01 billion RMB in 2025, reflecting a growth rate of 5% [1] - The net profit for 2023 is estimated at 446.1 million RMB, with a significant drop to 505.8 million RMB in 2025, indicating a year-on-year decrease of 30.92% [1] - The earnings per share (EPS) is expected to decrease from 0.85 RMB in 2024 to 0.59 RMB in 2025 [1] - The price-to-earnings (P/E) ratio is projected to be 40.07 for 2025, reflecting the company's valuation in the context of its earnings [1] Market and Competitive Landscape - The company reported a decline in revenue of 8.21% year-on-year for the first half of 2025, primarily due to increased competition and changes in export tax rebate rates [7] - The gross margin for the first half of 2025 was 30.94%, down 3.74 percentage points from the previous year, attributed to domestic market pressures and reduced overseas sales prices [7] - The report highlights a slight increase in operating expenses, with sales, management, and R&D expense ratios rising compared to the previous year [7]

证券代码：835237 证券简称：力佳科技 公告编号：2025-116 力佳电源科技（湖北）股份有限公司 2025 年半年度募集资金存放与实际使用情况的专项报告 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。 一、募集资金基本情况 （一）实际募集资金情况经中国证券监督管理委员会与 2022 年 10 月 26 日签发的《关于同意力佳电源科技（深圳）股份有限公司向不特定合格投资者 公开发行股票注册的批复》（证监许可[2022]2579 号文），本公司于 2022 年 11 月 18 日收到公司募集资金总额为人民币 181,800,000.00 元，扣除与发行有关 的费用后，实际募集资金净额为人民币 162,568,155.34 元。 （二）以前年度已使用金额、本年度使用金额及当前余额： 项目 金额（元） 2022 年 11 月 18 日募集资金总额 181,800,000.00 减：保荐及承销费 14,000,000.00 2022 年 11 月 18 日收到募集资金金额 167,800,000.00 加 ...