证券代码：920062 证券简称：科润智控 公告编号：2025-134 科润智能控制股份有限公司 关于新增预计 2025 年日常性关联交易的公告 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、 日常性关联交易预计情况 （一） 预计情况 科润智能控制股份有限公司（以下简称"公司"）于 2025 年 2 月 5 日召开第四届董 事会第八次会议，并于 2025 年 2 月 24 日召开 2025 年第一次临时股东大会，审议通过 了《关于预计 2025 年日常性关联交易的议案》。 | 接受关联 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 人委托代 为销售其 产品、商品 | | | | | | | | | 关联方为公司 融资提供担保 及与关联方江 | | | | | | | 其他 | 山农商行发生 | 1,800,000,000.00 | 743,584,022.14 | | 1,800,000,000.00 | 767,597,57 ...

Core Viewpoint - On October 15, 2025, KERUN Intelligent Control (920062) experienced significant trading activity, with a turnover rate of 20.68% and a trading volume of 27.58 million shares, amounting to a transaction value of 334 million yuan [1]. Trading Activity Summary - The stock reached a turnover rate of 20.68% on the trading day, indicating high investor interest [1]. - Total trading volume was 27.58 million shares, with a total transaction value of 334 million yuan [1]. - The top buying seat was Northeast Securities Co., Ltd. Foshan Branch, purchasing shares worth approximately 15.47 million yuan [2]. - The top selling seat was Huafu Securities Co., Ltd. Yong'an Yongle Road Securities Business Department, selling shares worth approximately 61.40 million yuan [2].

Investment Rating - The report indicates a positive outlook for the energy storage industry, particularly focusing on lithium-ion battery technologies and their advancements [1][2]. Core Insights - The research highlights significant progress in solid-state lithium batteries, particularly in solid-solid interface contact, which is crucial for their engineering applications [6][7]. - The electrochemical energy storage sector is experiencing rapid growth, with a notable increase in installed capacity and technological diversification [10][11]. - As of June 2025, the total operational energy storage capacity reached 75.79 GW/175.12 GWh, with lithium-ion batteries dominating the market [25][36]. Summary by Sections 1. Rapid Development of Electrochemical Energy Storage Technologies - The report emphasizes the advancements in solid-state lithium batteries, which are seen as the next generation of energy storage devices due to their high safety and energy density [6][7]. - The energy storage technology landscape is diversifying, with lithium-ion batteries maintaining a dominant position, accounting for 97.34% of the total operational energy storage capacity as of June 2025 [36][19]. 2. Market Performance of North Exchange Technology Growth Stocks - The median price change for North Exchange technology growth stocks was +0.11% from October 9 to October 10, 2025, with 80 companies (52%) experiencing an increase [42][44]. - Notable performers included Changfu Co., Ltd. (+29.89%) and Lingge Technology (+29.82%) [45]. 3. Industry Valuation Metrics - The median TTM price-to-earnings ratio for the new energy industry increased by 1.70% to 38.7X, indicating a positive valuation trend [46]. - The electronic equipment sector's median TTM P/E ratio rose from 57.8X to 58.6X, reflecting a stable market environment [46]. 4. Company Announcements - Tianhong Lithium Battery and Shaanxi Hongda Electric Power Engineering Co., Ltd. plan to jointly establish a holding subsidiary with a registered capital of RMB 50 million [4]. 5. Energy Storage Industry Overview - The report identifies 24 companies within the energy storage industry chain on the North Exchange, categorized into upstream (materials & production equipment), midstream (manufacturing & integration), and downstream (systems & operations) sectors [37][39]. - The report notes that large-scale energy storage projects (over 100 MW) are becoming increasingly prevalent, with a significant portion of new installations focusing on independent energy storage systems [33][30].