Group 1 - The concept of "solid-state batteries" has recently ignited enthusiasm in the secondary market, leading to a significant rise in the stock price of Nord Shares, which achieved a seven-day consecutive limit-up, with a cumulative increase of 95.44% [1][2] - Despite the stock price surge, Nord Shares is facing continuous losses in its main business, with short-term liabilities rapidly increasing, raising doubts about its 5.2 billion yuan transformation bet [1][4] - The revenue from the solid-state battery business accounts for less than 1% of the company's total revenue, indicating that it has not yet formed a scale economic effect [2][4] Group 2 - As of June 8, Nord Shares' stock price reached 6.86 yuan, marking a year-to-date high, with a notable increase of 9.94% on that day [2] - The stock's rise is attributed to recent advancements in solid-state batteries reported by several automakers, including Changan Automobile and SAIC Motor, which triggered a speculative frenzy in the secondary market [2][3] - Despite clarifications from Nord Shares regarding the limited contribution of its solid-state battery-related revenue, the stock continued to experience consecutive limit-ups for three more trading days [2][3] Group 3 - The company has been facing multiple challenges, including declining processing fees for lithium battery copper foil, rising copper prices, and slowing growth in new energy vehicle sales, leading to a continuous decline in performance [4][5] - In 2024, Nord Shares reported revenue of 5.277 billion yuan, a year-on-year increase of 15.44%, but incurred a significant net loss of 352 million yuan, a staggering decline of 1387.59% [4] - The copper foil business accounted for 88.49% of the company's revenue in 2024, but the gross profit margin plummeted from 24.73% in 2021 to 3.86% in 2024, indicating a situation of increasing revenue without profit [4][5] Group 4 - To address the declining profitability of its copper foil business, Nord Shares is expanding into the photovoltaic energy storage sector, investing 5.2 billion yuan in a zero-carbon smart industrial park in Hubei [5][6] - The revenue from the power generation and energy storage business was only 10.53 million yuan in 2024, contributing minimally to overall performance [5] - The investment has led to a rapid increase in short-term liabilities, with non-current liabilities due within one year reaching 2.168 billion yuan, a year-on-year surge of 178.3% [6] Group 5 - The actual controller of Nord Shares is under regulatory investigation for failing to disclose related party transactions, marking the second time in a year that the controller has faced scrutiny from the China Securities Regulatory Commission [6]

21世纪经济报道记者费心懿 上海报道 固态电池概念股延续强劲走势。 6月25日，泰和科技（300801.SZ）20CM涨停，诺德股份（600110.SH）、紫建电子（301121.SZ）、龙 蟠科技（603906.SZ）、湘潭电化（002125.SZ）、英联股份（002846.SZ）等个股10CM涨停。 21世纪经济报道记者注意到，固态电池概念股本轮行情已持续多日，湘潭电化连续5个交易日涨停，诺 德股份连续7个交易日涨停，涨幅接近翻倍。后者更是连发五份股票交易异常的风险提示公告。 行情高走的背后，实际是近期密集的行业事件以及市场的高预期注入，既有短期催化的追捧，也显示出 长期成长的潜力。 多家游资现身龙虎榜 固态电池被视为具有颠覆性的下一代电池技术，能量密度更高、安全性更好。新能源汽车、低空经济和 人形机器人三大新兴产业的快速发展，正在加速释放固态电池的市场需求，但目前固态电池尚处于从实 验室到量产的"0-1"关键转折点。 高工产研（GGII）指出，半固态电池企业以规模化降本为核心目标，冲刺市场份额；而全固态电池技 术则处于从实验室走向市场的关键工程化验证过渡期，为下一阶段的产业爆发积蓄力量。 恩捷股份（00 ...

Group 1 - Nord Shares' copper foil business for solid-state batteries contributes less than 1% to total revenue, indicating limited impact on overall performance [1] - Xiangtan Electric's subsidiary is collaborating with solid-state battery companies but has not yet generated revenue from this effort [2] - Xingye's phenolic resin for semiconductor photoresist is still in sample testing and has not yet signed supply contracts, thus not affecting company performance [3] Group 2 - Guoxuan High-Tech's solid-state battery technologies are in trial production and testing phases, with no commercial application yet, not significantly impacting overall performance [4] - Tianji's subsidiary has obtained a patent for lithium sulfide and is advancing towards industrialization, though risks remain regarding commercialization [5] - Longpan Technology's subsidiary is developing solid-state battery precursors, currently in testing stages, with no revenue generated yet [6] Group 3 - Sitiwei's major shareholder has reduced holdings by 261.2 million shares, representing 0.65% of total shares [7] - *ST Huamei's controlling shareholder is transferring shares to raise funds, changing the controlling entity to Jilin Provincial State-owned Assets Supervision and Administration Commission [8] - Zhina Compass confirms normal operations with no undisclosed significant matters affecting stock performance [9] Group 4 - Anlu Technology's major shareholder has reduced holdings to 5.94% after selling 3.29 million shares [10] - *ST Yazhen warns of potential stock trading anomalies and may apply for a trading suspension if necessary [11] - Hailian Jinhui is in the process of transferring ownership of a third-party payment business [12] Group 5 - Changchuan Technology expects a net profit increase of 67.54% to 95.46% for the first half of 2025, driven by strong demand in the integrated circuit industry [13]

Market Overview - The total trading volume in the Shanghai and Shenzhen markets reached 1.6 trillion yuan, an increase of 188.2 billion yuan compared to the previous trading day [1] - Sectors that saw significant gains included military equipment restructuring, military industry, securities, internet finance, and insurance, while sectors such as oil and gas extraction, film and television, port shipping, and weight loss drugs experienced declines [1] Stock Performance - Notable stocks included: - Nord Shares (600110) rose by 9.94% to 6.86 yuan, marking its seventh consecutive trading day of gains [2] - Great Wall Military Industry (601606) increased by 10.00% to 22.32 yuan, achieving five gains in six days [2] - Xiangtan Electric (002125) surged by 10.02% to 16.36 yuan, marking five consecutive gains [2] - Other strong performers included Xingye Co. (603928), Yinglian Co. (002846), and Taihe Technology (300801), which saw increases of 9.99%, 10.00%, and 19.98% respectively [2][3] Top Net Buying and Selling - The top three net buying stocks on the Dragon and Tiger list were: - Taiji Co. with a net purchase of 235 million yuan - Great Wall Military Industry with 202 million yuan - Huijin Co. with 195 million yuan [4] - The top three net selling stocks were: - Dazhihui with a net sale of 500 million yuan - Hailian Jinhui with 134 million yuan - Zhongyida with 131 million yuan [5] Sector Highlights - Solid-state battery stocks continued to show strength, with Nord Shares achieving a seven-day winning streak and military stocks like Great Wall Military Industry and Xiangtan Electric also performing well [3] - The military equipment sector is experiencing growth due to restructuring and increased military trade, with companies like Zhongbing Hongjian seeing a 10.02% increase in stock price [9][12] Institutional Activity - Institutional investors showed significant interest in stocks like Guiding Compass, which saw a net purchase of 1.31 billion yuan, and Huijin Co. with 571 million yuan [6][7] - Conversely, stocks like Yuyin Co. and Zhejiang Shibao experienced net selling from institutional investors [7][19] Company Insights - Huijin Co. is positioned as a leader in the banking financial equipment sector, with a strong market share and advanced manufacturing capabilities [15] - Great Wall Military Industry is benefiting from increased orders and production efficiency, with a focus on military trade and state-owned enterprise reforms [12][15]

证券代码：600110 证券简称：诺德股份 公告编号：临 2025-045 诺德新材料股份有限公司 股票交易异常波动公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 重要内容提示： 诺德新材料股份有限公司（以下简称"公司"）股票价格于 2025 年 6 月 23 日、2025 年 6 月 24 日和 2025 年 6 月 25 日连续三个交易日内日收盘价格 涨幅偏离值累计达到 20%。根据上海证券交易所的相关规定，属于股票交易异常 波动情形。 公司股票价格于 2025 年 6 月 16 日、2025 年 6 月 17 日和 2025 年 6 月 18 日连续三个交易日内日收盘价格涨幅偏离值累计达到 20%，公司于 2025 年 6 月 19 日披露了《诺德新材料股份有限公司股票交易异常波动公告》（公告编号：临 2025-041）。2025 年 6 月 19 日，公司股票以涨停价收盘，公司于 2025 年 6 月 20 日披露了《诺德新材料股份有限公司股票交易风险提示公告》（公告编号：临 2025-042）。公司股票价格于 ...

Stock Performance - Changcheng Military Industry has achieved 5 consecutive boards over 6 days with a price increase of 10.00% [2] - Wanlima has recorded 2 boards over 3 days with a price increase of 20.03% [2] - Hunan Tianyan has also seen 2 boards over 3 days with a price increase of 10.00% [2] - Beifang Navigation debuted with a price increase of 9.99% [2] - Guorui Technology debuted with a price increase of 20.02% [2] - Multiple stocks in the military and technology sectors are showing significant price increases, indicating strong market interest [2][3] Financial Support Policies - The central bank and six departments have jointly issued guidelines to enhance financial support for boosting and expanding consumption, aiming to stabilize and develop the capital market [4] Solid-State Battery Developments - Companies like Meilian New Materials and Funeng Technology have announced progress in solid-state battery development, with Meilian reporting small batch orders for semi-solid battery separators [8] - Stocks related to solid-state batteries, such as Nord Shares and Xingtai Electric, have shown strong performance, with price increases of up to 10.02% [9][11] Financial Technology Initiatives - The central bank plans to develop a new stage financial technology development plan to promote digital transformation in finance [12] - Stocks in the financial technology sector, such as Tianli Technology and Hengyin Technology, have seen price increases of over 20% [13] Digital Currency Expansion - The People's Bank of China has announced the establishment of an international operation center for digital renminbi, promoting its internationalization [16] - Stocks related to digital currency, including Jida Zhengyuan and Hailian Jinhui, have experienced significant price increases [17] AI and Robotics Trends - Xiaomi has announced the launch of AI glasses, indicating a growing interest in AI-related products [18] - Stocks like Zhongguangxue and Tailinwei have shown price increases due to their association with AI technology [19][20] - The robotics sector is projected to have a market potential exceeding one trillion yuan, driven by advancements in humanoid robots [25] Chemical Industry Insights - China Galaxy Securities has reported that the basic chemical industry is currently undervalued, presenting long-term investment opportunities [27] - Stocks in the chemical sector, such as Zhenhai Co. and Hongxing Development, have shown positive price movements [28][30]

Concept Performance - The top-performing concepts today include Reducers (+4.82%), Solid-State Batteries (+4.45%), and Humanoid Robots (+4.30%) [1] - The underperforming concepts include Combustible Ice (-5.37%), Shale Gas (-3.04%), and Natural Gas (-1.58%) [1] Capital Flow - The Ningde Times concept saw a net inflow of 3.662 billion yuan, with 171 stocks receiving net inflows, and 10 stocks exceeding 100 million yuan in net inflows [1] - The leading stock in net inflow is Sanhua Intelligent Control, with a net inflow of 453 million yuan, followed by Nord Shares (273 million yuan), Jiangsu Leili (229 million yuan), and Zhejiang Rongtai (206 million yuan) [1] Stock Performance - As of June 24, the Ningde Times concept increased by 3.77%, ranking 8th among concept sectors, with 252 stocks rising [3] - Notable gainers include Liyuanheng and Huasheng Lithium Battery, both reaching the daily limit of 20%, while Nord Shares, Saiwu Technology, and Zhejiang Rongtai also hit the limit [3] - The top gainers in the Ningde Times concept include Jiangsu Leili (+17.23%), Mankun Technology (+17.01%), and Zhenhua New Materials (+15.82%) [3] Individual Stock Highlights - Sanhua Intelligent Control (002050) had a daily increase of 4.90% with a turnover rate of 2.91% and a net inflow of 452.67 million yuan, resulting in a net inflow ratio of 16.66% [2] - Other significant stocks include Nord Shares (600110) with a 10.05% increase and a net inflow of 273.49 million yuan, and Jiangsu Leili (300660) with a 17.23% increase and a net inflow of 229.03 million yuan [4][5]

电力设备行业资金流入榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 002074 | 国轩高科 | 10.02 | 9.92 | 59928.83 | | 600110 | 诺德股份 | 10.05 | 26.33 | 27349.52 | | 300660 | 江苏雷利 | 17.23 | 10.96 | 22902.93 | | 300750 | 宁德时代 | 2.63 | 0.60 | 16429.74 | | 300035 | 中科电气 | 9.48 | 14.25 | 16419.43 | | 603906 | 龙蟠科技 | 9.99 | 10.92 | 16192.82 | | 300450 | 先导智能 | 4.43 | 5.41 | 15750.75 | | 300432 | 富临精工 | 8.44 | 4.44 | 14325.78 | | 002759 | 天际股份 | 10.01 | 9.63 | 13843.00 | | 600580 | 卧龙电驱 | 4.57 | 5 ...

一、行情回顾 市场全天放量大涨，沪指收复3400点关口，创业板指涨逾2%。固态电池概念延续强势，湘潭电化、英联股份等多股涨停。机器人概念集体爆发，联诚精 密、龙溪股份等封板。智能驾驶、网约车概念活跃，浙江世宝、锦江在线等涨停。大金融板块盘中拉升，国盛金控、湘财股份等涨停。下跌方面，油气股集 体大跌，通源石油、准油股份等多股跌停。个股呈现普涨态势，沪深京三市上涨个股近4800只，今日成交1.45万亿。 二、当日热点 1.固态电池 固态电池板块今日掀涨停潮，诺德股份6连板，兴业股份、湘潭电化、英联股份等多股连板。国轩高科午后涨停。 | 股票名称 | | 最新价 = | 涨跌幅 = | 涨停时间 = | 换手率 = | 流通市值 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 诺德股份 | 6天6板 | 6.24 | +10.05% | 13:38:49 | 26.33% | 108.28亿 | 公司自主研发生产 体、复合集流体（ | | 600110.SS | | | | | | | 池的开发,目前已 | | | | | | | | | 酚醛树脂在电 ...

Core Viewpoint - Nord Co., Ltd. reported a significant decline in net profit for the year 2024, transitioning from profit to loss, indicating potential challenges in financial performance and operational efficiency [1][2]. Financial Performance - The company's operating revenue for 2024 was 5.277 billion yuan, representing a year-on-year increase of 15.44% [2]. - The net profit attributable to shareholders was -0.352 billion yuan, a drastic decline of 1387.59% compared to the previous year [2]. - The non-recurring net profit attributable to shareholders was -0.415 billion yuan, down 209.29% year-on-year [2]. - Basic earnings per share were -0.20 yuan [2]. Profitability Metrics - The gross profit margin for 2024 was 6.31%, a decrease of 4.08% year-on-year [3]. - The net profit margin was -6.99%, down 8.06% from the same period last year [3]. Expense Analysis - Total operating expenses for 2024 amounted to 0.670 billion yuan, an increase of 0.141 billion yuan compared to the previous year [3]. - The expense ratio was 12.70%, up 1.13% year-on-year [3]. - Sales expenses increased by 4.00%, while management expenses surged by 50.64% [3]. - Research and development expenses decreased slightly by 0.11%, and financial expenses rose by 33.75% [3]. Workforce Changes - The number of employees at the company increased to 2,916, up by 76 from the end of the previous year, reflecting a year-on-year growth of 2.68% [4]. Executive Compensation - Total remuneration for directors, supervisors, and senior management in 2024 was 9.7266 million yuan [5]. - The chairman, Chen Lizhi, received a salary of 1.9586 million yuan, which is a 66.83% increase from the previous year's salary of 1.174 million yuan [5]. Regulatory Issues - During 2024, the company and its chairman received multiple warnings and notifications from regulatory bodies, including a warning letter from the Jilin Securities Regulatory Bureau and a notice of investigation from the China Securities Regulatory Commission [8].