宁王不服寒王 ！ 个股方面，宁德时代一度大涨超14%，先导智能率先涨停，并引爆整个板块，同时带领创业板一度突破2900点。 | 1 | 833523 德瑞理电 | R | 27.37 | 34.20 | 7.35 | 34.19 | 34.20 108954 | | 28 | 2.21 | 13.44 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2 | 300450 先导智能 | R | 20.01 | 35.51 | 5.92 | 35.51 | -- | 112.9万 | 43 | 0.00 | 7.24 | | 3 | 688006 杭可科技 | K | 20.00 | 25.74 | 4.29 | 25.74 | -- | 226550 | 20 | 0.00 | 3.75 | | ব | 300035 中科电气 | R | 18.49 | 21.92 | 3.42 | 21.90 | 21.92 103.4万 | | 172 | -1.03 | 17.73 | | ર | 835185 贝 ...

Market Overview - On August 29, the lithium battery and solid-state battery sectors experienced significant gains, with stocks such as Hanke Technology, Putailai, Dexin Technology, and XianDao Intelligent reaching their daily limit, while CATL rose over 10% [1] Stock Performance - Hanke Technology (688006.SS) latest price: 25.74, up 20.00%, market cap: 15.539 billion - Putailai (603659.SS) latest price: 22.42, up 10.01%, market cap: 47.898 billion - Dexin Technology (603032.SS) latest price: 20.56, up 10.01%, market cap: 4.763 billion - XianDao Intelligent (300450.SZ) latest price: 35.51, up 20.01%, market cap: 55.375 billion - CATL (300750.SZ) latest price: 301.22, up 8.58%, market cap: 1280.827 billion [2] Company Events - XianDao Intelligent reported a net profit of approximately 740 million for the first half of the year, a year-on-year increase of 61.19%, with Q2 net profit growing by 456.29% [3] - Huayu Automotive announced plans to acquire 49% of SAIC Qingtao for 206 million, marking its entry into the solid-state battery sector [4] - TaiLan New Energy signed an agreement for a solid-state battery production base in Hubei, with a projected annual output value exceeding 10 billion [4] - A new industry standard for solid-state battery dimensions has been approved, which will help standardize the sector [4] Industry Insights - Since July 2025, lithium carbonate prices surged from 60,000 to nearly 90,000 per ton due to supply disruptions and market sentiment, highlighting China's high dependency on imported lithium resources [5] - The Chinese passenger vehicle market is expected to continue leading, with significant growth in energy storage batteries, and major lithium battery companies are ramping up capital expenditures [5] - The market share distribution for lithium battery production processes shows that front-end equipment holds the largest share at 44.05%, followed by mid-stage and back-end equipment [5] - Solid-state battery technology is advancing, with several automakers planning to adopt it around 2027, indicating a faster industrialization process [5] - The investment required for solid-state battery production equipment is significantly higher than that for traditional liquid batteries, with costs estimated at 4-6 billion per GWh compared to 2-2.2 billion for liquid batteries [5][6]

Group 1 - The core viewpoint of the news highlights the significant stock performance of Hangke Technology on the Sci-Tech Innovation Board, with a notable increase in stock price and trading volume [2] - As of August 29, Hangke Technology's stock price reached 25.74 yuan, with a trading volume of 490 million yuan and a turnover rate of 3.31%, indicating strong market interest [2] - Among the stocks on the Sci-Tech Innovation Board, 106 stocks were reported to be rising, with 7 stocks increasing by over 10%, including Hangke Technology, which rose by 20% [2] Group 2 - On the funding side, Hangke Technology experienced a net inflow of 2.2874 million yuan in the previous trading day, but a net outflow of 36.4745 million yuan over the past five days [3] - The latest margin trading data shows that as of August 28, the total margin balance for Hangke Technology was 245 million yuan, with a decrease in financing balance by 1.9232 million yuan, a decline of 0.78% [3] - The company's semi-annual report revealed that it achieved an operating income of 1.970 billion yuan in the first half of the year, representing a year-on-year growth of 4.19%, and a net profit of 288 million yuan, reflecting a year-on-year increase of 6.92% [3]

Market Overview - The three major A-share indices opened mixed on August 29, with all indices showing positive performance by the time of reporting. The ChiNext Index rose over 1% [1] - The Shanghai Composite Index was at 3858.97, up 0.40%, the Shenzhen Component Index at 12643.81, up 0.58%, and the ChiNext Index at 2857.88, up 1.09% [2] Sector Performance - Active sectors included fiberglass, insurance, real estate development, precious metals, and composite materials, while sectors such as automotive services, semiconductors, and AI chips showed declines [2] - In the Hong Kong market, both the Hang Seng Index and the Hang Seng Tech Index were positive, with major financial stocks stabilizing and rising, such as New China Life Insurance and Guotai Junan International, which both increased over 6% [2] Semiconductor Sector - Semiconductor stocks experienced a downturn at the market's opening, with Cambrian Technology falling over 7% and several other stocks like North Huachuang and Shengke Communication also declining by over 6% [3] Solid-State Battery Sector - Solid-state battery concept stocks showed an upward trend, with companies like Hanke Technology hitting the daily limit and Jebang Technology reaching new highs. Other companies in this sector, such as Xian Dao Intelligent and Zhongyi Technology, saw increases of over 10% [7] - Xian Dao Intelligent reported a net profit of approximately 740 million yuan for the first half of 2025, a year-on-year increase of 61.19%, with a significant second-quarter growth of 456.29% [8] Alcohol Sector - The liquor sector continued to rise, with Jin Hui Jiu hitting the daily limit and other companies like She De Jiu Ye and Lao Bai Gan Jiu also experiencing gains [9] Building Materials Sector - The building materials sector saw gains, with China Jushi hitting the daily limit and other companies like Zhongcai Technology and Shandong Fiberglass also rising [10] Company Announcements - Cambrian Technology issued a risk warning regarding its stock price, which had increased by 133.86% compared to the closing price on July 28, 2025, indicating a potential disconnect from its current fundamentals [4] - Dongxin Co. announced a temporary suspension of trading due to abnormal stock price fluctuations, with a planned resumption within three trading days [5] - Tianpu Co. has been under regulatory scrutiny following a series of trading halts and received multiple regulatory letters regarding its control transfer and related matters [13][14]

Group 1 - The solid-state battery concept stocks experienced significant fluctuations, with Jieban Technology reaching a new high during the trading session [1] - Hangke Technology saw an increase of over 15%, while XianDao Intelligent, Zhongyi Technology, and BetterRay rose by more than 10% [1] - Other companies such as Mengguli, Changyang Technology, Putailai, Yinghe Technology, and Xianhui Technology also showed upward trends [1] Group 2 - In the related ETF market, the Lithium Battery ETF (561160) increased by 1.02% with a trading volume of 11.4832 million yuan [1] - The Battery 50 ETF (159796) rose by 0.72%, with a trading volume of 22.6899 million yuan [1]

Group 1 - The company Hangke Technology (SH 688006) announced on August 28 that it has recognized asset impairment losses and credit impairment losses totaling 65.0165 million yuan for the first half of 2025, which reduced the total profit of the consolidated financial statements by 48.8019 million yuan [1] - The company reported that the revenue composition for the year 2024 is as follows: equipment manufacturing accounts for 99.17%, while other businesses account for 0.83% [1] - As of the time of reporting, Hangke Technology has a market capitalization of 12.9 billion yuan [2]

格隆汇8月28日丨杭可科技(688006.SH)发布中报，2025上半年实现营业总收入19.7亿元，同比增长 4.19%；归属母公司股东净利润2.88亿元，同比增长6.92%；基本每股收益为0.48元。此外，拟对全体股 东每10股派发现金红利0.66元(含税)。 ...

证券日报网讯8月28日晚间，杭可科技发布公告称，同意聘任周梦洁女士为公司证券事务代表。 ...

经测试，公司 2025 年半年度计提各类信用减值准备和资产减值准备合计 6,501.65 万元，转回或转销 1,621.46 万元，具体情况如下： 2025 年半年度，公司合并报表口径计提信用减值准备人民币-249.12 万元、 计提资产减值准备 6,750.77 万元，转回应收账款坏账准备 46.88 万元，冲回营业 成本 1,574.58 万元，合并将减少公司合并报表利润总额人民币 4,880.19 万元。 证券代码：688006 证券简称：杭可科技 公告编号：2025-035 浙江杭可科技股份有限公司 关于2025年半年度计提减值准备的公告 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、准确性和完整性依法承担法律责任。 一、本次计提减值准备的情况概述 按照《企业会计准则》等相关规定，为真实反映浙江杭可科技股份有限公司 （以下简称"公司"）截至 2025 年 6 月 30 日的财务状况和 2025 半年度的经营 成果，公司及下属子公司对截至 2025 年 6 月 30 日的各项资产进行分析和评估， 经减值测试，公司认为部分资产存在一定的减值损失迹象， ...

证券代码：688006 证券简称：杭可科技 公告编号：2025-031 浙江杭可科技股份有限公司 周梦洁女士联系方式： 电话：0571-82210886 邮箱：zmj@chr-group.net 办公地址：浙江省杭州市萧山经济技术开发区高新六路 298 号 特此公告。 浙江杭可科技股份有限公司董事会 2025 年 8 月 29 日 关于聘任证券事务代表的公告 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。 浙江杭可科技股份有限公司（以下简称"公司"）于 2025 年 8 月 28 日召开 第四届董事会第二次会议，审议通过了《关于聘任证券事务代表的议案》，同意 聘任周梦洁女士为公司证券事务代表，协助董事会秘书开展相关工作，任期自本 次董事会审议通过之日起至第四届董事会届满之日止。 周梦洁女士已取得上海证券交易所科创板董事会秘书培训证明，具备履行证 券事务代表职责所必需的专业知识、工作经验及相关素质，能够胜任相关岗位职 责的要求，其任职符合《中华人民共和国公司法》《上海证券交易所科创板股票 上市规则》等相关法律法规和规范性文件的规 ...