丨 2025年9月2日星期二丨 NO.1两连板德新科技：公司不直接生产固态电池 9月1日，德新科技（603032）发布异动公告，截至公告披露日，公司注意到目前市场上对于公司固态电 池概念的热点情况。公司特此说明：公司不直接生产固态电池，子公司东莞致宏精密模具有限公司为下 游锂电池生产企业、新能源设备制造企业提供能满足不同生产工艺、产品性能及应用需求的系列极片自 动裁切高精密模具、高精密模切刀等产品及解决方案。此外，公司一大股东于2025年8月25日通过集中 竞价方式减持其所持有的公司无限售条件流通股233.51万股，占公司总股本的1%。 点评：德新科技发布公告澄清，公司虽不直接生产固态电池，但子公司致宏精密模具为锂电池及新能源 设备制造企业提供关键模具与解决方案，凸显其在产业链中的技术优势。同时，大股东近期减持公司股 份，可能对市场情绪产生短期影响。投资者应关注公司核心技术应用及市场趋势，理性看待大股东减持 行为。 NO.2特锐德：预中标约6.98亿元项目 9月1日，特锐德（300001）公告称，公司为中国华电集团和铁路建设项目的中标候选人，预中标总金额 约6.98亿元。其中，在华电集团的项目中，公司为第一名 ...

Core Viewpoint - The stock of Delixi New Energy Technology Co., Ltd. experienced abnormal trading fluctuations, with a cumulative closing price deviation exceeding 20% over two consecutive trading days [2][3]. Group 1: Stock Trading Abnormalities - The company's stock price increased significantly on August 29 and September 1, 2025, leading to a cumulative closing price deviation of over 20%, which is classified as abnormal trading behavior according to the Shanghai Stock Exchange rules [2][3]. - The company conducted a self-examination and confirmed that there are no undisclosed significant information that should have been disclosed [2][4]. Group 2: Company Operations and Market Conditions - The company noted that it is not directly involved in the production of solid-state batteries, but its subsidiary provides high-precision molds and solutions for lithium battery production and new energy equipment manufacturing [4]. - The company reported that its production and operations are normal, with no significant changes in its business environment expected in the short term [5]. Group 3: Major Events and Shareholder Actions - As of the announcement date, there are no undisclosed major events or transactions involving the company or its major shareholders, including asset restructuring or significant business collaborations [6][8]. - The major shareholder, Xinjiang Uygur Autonomous Region State-owned Assets Investment and Operation Co., Ltd., reduced its holdings by 2,335,100 shares, accounting for 1% of the company's total share capital [8].

Key Points - The stock price of Tianpu Co. has significantly deviated from its fundamentals after seven consecutive trading days of gains [1] - Dexin Technology clarified that it does not directly produce solid-state batteries after two consecutive trading days of gains [1] - Guizhou Moutai's controlling shareholder increased their stake by 67,821 shares, spending 100 million yuan [3] - Chint Electric has terminated the plan to spin off its subsidiary Chint Aneng for listing on the Shanghai Stock Exchange [4] - Chengdu Huamei launched a 40G high-precision RF direct sampling ADC chip [5] - ST Gaohong faces the risk of being delisted due to its stock price falling below par value [6] - Zhongtai Automobile's subsidiary assets are under compulsory execution, and the company is unable to resume operations this year [7] - The EU has initiated an anti-dumping investigation into Chinese pea protein [8] - Sierte is under investigation for suspected information disclosure violations by the China Securities Regulatory Commission [9] - Shenkai Co. disclosed the results of the tender offer from Shenzhen Huili and will resume trading on September 2 [10] Mergers and Acquisitions - Sudavige plans to acquire up to 51% of Changzhou Weipu Semiconductor Equipment Co., Ltd. [11] - Keli Sensor intends to purchase minority stakes in its subsidiary Huahong Technology for 121.5 million yuan [12] Operating Data - BYD's new energy vehicle sales in August reached 373,600 units, slightly up from 373,100 units in the same month last year [13] - SAIC Motor's vehicle sales in August were 363,400 units, a year-on-year increase of 41.04% [14] - Great Wall Motors sold 115,600 vehicles in August, marking a year-on-year growth of 22.33% [15] - BAIC Blue Valley's subsidiary sold 13,530 vehicles in August, up 3.47% year-on-year [16] - Hanma Technology's truck sales in August reached 1,051 units, a significant increase of 58.05% year-on-year [17] Shareholding Changes - Kesi Technology's key technical personnel Liang Hongjian plans to reduce their stake by up to 3% [18] - Longqi Technology's Suzhou Shunwei intends to reduce its stake by up to 4.09% [19] - Shengtai Group's Itochu Asia plans to reduce its stake by up to 3% [20] - Fangyuan Co.'s WISCO Yuanding intends to reduce its stake by up to 3% [21] - Dekeli's shareholder Qian Mingying and their concerted parties plan to reduce their stake by up to 3% [22] Contract Awards - Samsung Medical's wholly-owned subsidiary signed an overseas operating contract worth 5.88 million USD [24] - Yibin Technology received a project designation from a domestic new energy vehicle company, with an expected total sales of approximately 243 million yuan [24] - Teruid has pre-qualified for two projects with a total value of about 698 million yuan [24] - Xianghe Industrial recently signed a daily operating contract worth 400 million yuan [24] - Far East Holdings' subsidiary signed contracts worth over 1.689 billion yuan in August [24] Other Developments - Gujia Home intends to invest 1.124 billion yuan to build a self-owned base project in Indonesia [24] - Dongtu Technology is investing to establish a controlling subsidiary in the semiconductor sector [24] - Kangli Elevator has terminated the sale of its wholly-owned subsidiary Guangdong Kangli [24]

Company Announcements - DeXin Technology does not directly produce solid-state batteries [1] - Gujia Home intends to invest 1.124 billion yuan in the construction of a self-built base in Indonesia [1] - Samsung Medical signed a contract worth approximately 419 million yuan for an intelligent meter project in Egypt [1] - Keli Sensor plans to acquire 45% equity in Huahong Technology for 122 million yuan [1] - Huaen Technology has repurchased a total of 6.42% of its shares [1] Operational Data - BYD's total sales of new energy vehicles reached 373,600 units in August [1][2] - Great Wall Motors reported total sales of 115,558 units in August, a year-on-year increase of 22.33% [1][2] - Hubei Energy completed a power generation volume of 5.020 billion kilowatt-hours in August, a year-on-year increase of 22.05% [2] - Hanma Technology sold 1,051 trucks in August, a year-on-year increase of 58.05% [2] Shareholding Changes - Shareholder Itochu Asia of Shengtai Group plans to reduce its stake by no more than 3% [1][2] - Qian Mingying and his concerted actor Shen Liang of Dekeli plan to reduce their holdings by a total of no more than 2.9957% [1][3] - Suzhou Shunwei intends to reduce its stake in Longqi Technology by no more than 4.09% [1][3] Other Developments - Tianqi Co., Ltd. signed a strategic cooperation framework agreement with Yiwei Lithium Energy [1][3] - Yibin Technology received a project designation notice from a domestic new energy vehicle company [1][3]

Core Viewpoint - DeXin Technology (603032.SH) clarified that it does not directly produce solid-state batteries, but its subsidiary provides precision molds and cutting tools for lithium battery production [2][6]. Group 1: Company Overview - DeXin Technology's stock price is currently at 22.62 yuan, with a market capitalization of 5.282 billion yuan [2]. - The company reported a revenue of approximately 251 million yuan for the first half of 2025, representing a year-on-year growth of 90.5% [6]. - The net profit attributable to shareholders for the same period increased by 187.09% to 22.35 million yuan [5][6]. Group 2: Shareholder Activity - The shareholder, Xinjiang Uygur Autonomous Region State-owned Assets Investment and Operation Co., Ltd., recently reduced its stake by selling 2.3351 million shares, accounting for 1% of the total share capital [2]. Group 3: Product Application - The company's precision mold products are primarily used in the lithium battery production process, specifically in the cutting of battery electrodes [6][7]. - The revenue generated from products used in solid-state battery production is very low, with the company stating it accounts for less than 1% of total revenue [7].

Group 1 - The company, 德新科技, announced that its stock price experienced an abnormal fluctuation, with a cumulative closing price increase of over 20% on August 28 and September 1, 2025 [2] - The company confirmed that its production and operations are normal, and there have been no significant changes in its recent business conditions or external operating environment [2] - The company, its controlling shareholder, and actual controller have no undisclosed significant information that should be disclosed [2]

Group 1: BYD Performance - BYD's August sales of new energy vehicles reached 373,600 units, nearly unchanged from 373,100 units in the same month last year [1] - Cumulative sales from January to August totaled 2.864 million units, representing a year-on-year growth of 23% [1] - BYD plans to export a total of 80,813 new energy vehicles by August 2025 [1] Group 2: Kweichow Moutai Shareholding - Kweichow Moutai's controlling shareholder, Moutai Group, increased its stake by 67,821 shares on September 1, 2025, accounting for 0.0054% of the total share capital [2] - The increase amounted to 100 million yuan and is part of a larger plan to buy back between 3 billion and 3.3 billion yuan worth of shares from September 1, 2025, to February 28, 2026 [2] Group 3: Chengdu Huamei Chip Development - Chengdu Huamei announced the successful launch of a 4-channel, 12-bit, 40G high-speed, high-precision RF direct sampling ADC chip [3] - The chip improves upon existing multi-channel high-speed ADCs, achieving international leading standards and filling a gap in similar products [3] - The company has received intention orders after sending samples to several clients [3] Group 4: Industrial Fulian Share Buyback - Industrial Fulian has repurchased a total of 7.6974 million shares, representing 0.04% of its total share capital, as of August 31, 2025 [6] - The highest repurchase price was 19.84 yuan per share, while the lowest was 18.40 yuan per share, with a total expenditure of 147 million yuan [6] Group 5: Innovative Drug Approval by Hengrui Medicine - Hengrui Medicine received conditional approval from the National Medical Products Administration for its innovative drug, SHR2554 tablets, aimed at adult patients with relapsed or refractory peripheral T-cell lymphoma [7] - This drug is noted as China's first independently developed EZH2 inhibitor [7] Group 6: Yonghui Supermarket Fundraising Adjustment - Yonghui Supermarket announced adjustments to its plan for issuing A-shares to specific investors, reducing the total fundraising amount from a maximum of 3.992 billion yuan to 3.114 billion yuan [8] - The adjustments primarily affect the funding amounts for store upgrades and working capital or bank loan repayments [8] Group 7: Automotive Sales Performance - SAIC Motor's vehicle sales in August reached 363,400 units, reflecting a year-on-year increase of 41.04% [9] - Great Wall Motors reported August sales of 115,600 units, marking a year-on-year growth of 22.33% [12] - Dong'an Power's engine sales in August increased by 3.44% year-on-year [12]

Core Viewpoint - The company, 德新科技 (603032.SH), clarifies that it does not directly produce solid-state batteries, despite market speculation regarding its involvement in this trending technology [1] Group 1: Company Operations - The company's subsidiary, 东莞致宏精密模具有限公司, provides high-precision cutting molds and solutions for lithium battery production and new energy equipment manufacturing [1] - The products offered by the subsidiary are designed to meet various production processes, product performance, and application requirements [1]

德力西新能源科技股份有限公司 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。 证券代码：603032 证券简称：德新科技 公告编号：2025-049 重要内容提示： 德力西新能源科技股份有限公司（以下简称"公司"）股票于 2025 年 8 月 28 日、9 月 1 日连续两个交易日内日收盘价格涨幅偏离值累计超过 20%，根 据《上海证券交易所交易规则》有关规定，属于股票交易异常波动。 经公司自查，并书面征询控股股东及实际控制人，截至本公告披露日， 确认不存在应披露而未披露的重大信息。 公司提醒投资者注意投资风险，公司股价短期波动较大，敬请广大投资 者注意二级市场交易风险，理性决策，审慎投资。 一、股票交易异常波动的具体情况 公司股票于 2025 年 8 月 29 日、9 月 1 日连续两个交易日内日收盘价格涨 幅偏离值累计超过 20%，根据《上海证券交易所交易规则》的有关规定，属于 股票交易异常波动情形。 二、公司关注并核实的相关情况 根据上海证券交易所相关规定，公司对相关问题进行了必要核实。现说明 如下 ...

Core Viewpoint - The company clarifies that it does not directly produce solid-state batteries, despite the current market interest in this concept [1] Group 1: Company Operations - The company's subsidiary, Dongguan Zhihong Precision Mould Co., Ltd., provides high-precision cutting molds and solutions for downstream lithium battery manufacturers and new energy equipment manufacturers [1] - The products offered by the subsidiary meet various production processes, product performance, and application requirements [1]