杭可科技（688006.SH）8月19日在投资者互动平台表示，公司目前已在韩国、日本设立海外工厂，韩 国二期工厂也处于建设阶段。 （记者 胡玲） 每经AI快讯，有投资者在投资者互动平台提问：请问目前公司海外工厂的建设进度如何？ ...

Investment Rating - The industry investment rating is "Overweight" [3] Core Viewpoints - The report emphasizes the significant growth potential in the humanoid robotics sector, with a projected cumulative global demand of approximately 2 million units by 2030, indicating a critical breakthrough phase from 0 to 1 [6][20] - The report highlights the acceleration of N-type penetration in photovoltaic equipment, strengthening the competitive edge of leading companies under the Matthew effect [21] - The energy storage sector is identified as essential for building a new type of power grid, with favorable policies enhancing industry prosperity [21] - The semiconductor equipment market is expected to reach $140 billion by 2030, with an increasing share from mainland China, although the domestic production rate remains low [21] - The automation market, particularly industrial consumables, is projected to grow from approximately 40 billion to 55.7 billion by 2026, benefiting from increased concentration and import substitution [22] - Hydrogen energy, particularly green hydrogen, aligns with carbon neutrality goals, supported by the rapid development of photovoltaic and wind energy [21] Summary by Sections Humanoid Robotics - Key companies recommended for investment include Huasheng Tiancai, Sanhui Electric, and Zhejiang Rongtai, among others [4] - The report discusses the recent humanoid robot sports event in Beijing, showcasing over 500 robots from 16 countries competing in various categories [15][20] - The introduction of the Genie Envisioner platform by Zhiyuan Robotics is noted as a significant advancement in the field, integrating video generation with robotic control [11][20] Photovoltaic Equipment - The report suggests focusing on leading companies like Maiwei and Jiejiacreating, which possess technological innovation and customer base advantages [21] - The overall price center of the photovoltaic industry chain is declining, with a focus on cost and efficiency improvements [21] Energy Storage - The report highlights the favorable policies for both generation-side and user-side energy storage, driving comprehensive development in the sector [21] - Companies like Xingyun and Kexin are identified as key players in the energy storage market [21] Semiconductor Equipment - The semiconductor equipment market is projected to double in the next decade, with a significant increase in demand for domestic production [22] - Companies such as Zhongwei and Beifang Huachuang are recommended for investment [22] Automation - The automation market is expected to grow significantly, with a focus on industrial consumables and the potential for leading companies to benefit from increased market concentration [22] Hydrogen Energy - The report emphasizes the importance of green hydrogen in achieving carbon neutrality, recommending companies like Longi Green Energy and Yihua Tong for investment [21]

Group 1 - The core point of the article is that Zhejiang Hangke Technology Co., Ltd. has obtained a patent for a "square lithium battery capacity divider and connection device," with the patent announcement number CN116845396B, applied for on June 2023 [1] - Zhejiang Hangke Technology Co., Ltd. was established in 2011 and is located in Hangzhou, primarily engaged in the manufacturing of electrical machinery and equipment [1] - The company has a registered capital of 603.67 million RMB and has made investments in one external enterprise, participated in 86 bidding projects, and holds 804 patent information [1]

Investment Rating - The report maintains an "Accumulate" rating for the solid-state battery equipment industry [4]. Core Insights - Solid-state batteries, utilizing solid electrolytes, are recognized as the most promising new battery technology, addressing the low energy density and safety concerns of current lithium-ion batteries. The industry is expected to exceed 100 billion yuan for all-solid-state batteries and 180 billion yuan for the solid-state battery industry by 2030 [1][33]. - The production processes for solid-state batteries will undergo significant changes, leading to new equipment demands. Key processes include dry electrode preparation, electrolyte transfer coating, and isostatic pressing technology, which will require new production equipment compared to traditional liquid lithium batteries [1][2][38]. Summary by Sections 1. Solid-State Battery: Future Battery Technology Direction - Solid-state batteries replace liquid electrolytes with solid electrolytes, significantly enhancing performance and safety, making them the future direction for power batteries [15][19]. - Solid-state batteries offer high energy density, safety, long cycle life, and a wide operating temperature range, addressing critical issues in current power batteries [20][30]. 2. Technology Iteration and Equipment Development Opportunities - The manufacturing processes for all-solid-state batteries will change, creating new equipment needs. The introduction of new processes and equipment upgrades will significantly increase investment in solid-state battery production lines [2][38]. - The front-end processes will see the introduction of dry electrode and solid electrolyte film preparation equipment, which is more compatible with solid-state batteries [2][41]. - Stacking technology will become mainstream in the mid-process, with isostatic pressing introduced to solve issues related to porosity and insufficient contact [2][54]. - High-pressure formation equipment will be necessary in the later stages to optimize battery performance by enhancing contact area and reducing interface resistance [2][63]. - Soft-pack packaging is highly compatible with solid-state batteries, providing advantages in thermal management and structural stability [2][66]. 3. Investment Recommendations - The report suggests focusing on companies involved in solid-state battery equipment, including Naconor, Honggong Technology, Mannester, Liyuanheng, Xianhui Technology, Xinyuren, Xiandai Intelligent, Hangke Technology, Yinghe Technology, Lianying Laser, and Haimeixing [3].

杭可科技最新一期业绩显示，截至2025一季报，公司营业总收入6.80亿元、同比减少23.07%，归属净利 润1.16亿元，同比减少33.07%，扣非净利润1.16亿元，同比减少31.41%，流动比率1.845、速动比率 1.193、资产负债率45.97%。 来源：金融界 金融界消息 截至2025年8月12日收盘，杭可科技（688006）报收于21.37元，下跌0.47%，换手率1.0%， 成交量6.04万手，成交金额1.28亿元。 通过天眼查大数据分析，浙江杭可科技股份有限公司共对外投资了1家企业，参与招投标项目86次，知 识产权方面有商标信息7条，专利信息802条，此外企业还拥有行政许可48个。 资金流向方面，今日主力资金净流出1203.52万元，占比成交额9.39%。其中，超大单净流出546.41万 元、占成交额4.26%，大单净流出657.11万元、占成交额5.12%，中单净流出流入806.38万元、占成交额 6.29%，小单净流入397.14万元、占成交额3.1%。 天眼查商业履历信息显示，浙江杭可科技股份有限公司，成立于2011年，位于杭州市，是一家以从事电 气机械和器材制造业为主的企业。企业注册资 ...

杭可科技最新一期业绩显示，截至2025一季报，公司营业总收入6.80亿元、同比减少23.07%，归属净利 润1.16亿元，同比减少33.07%，扣非净利润1.16亿元，同比减少31.41%，流动比率1.845、速动比率 1.193、资产负债率45.97%。 金融界消息 截至2025年7月30日收盘，杭可科技（688006）报收于20.32元，下跌2.17%，换手率 1.13%，成交量6.80万手，成交金额1.39亿元。 通过天眼查大数据分析，浙江杭可科技股份有限公司共对外投资了1家企业，参与招投标项目86次，知 识产权方面有商标信息7条，专利信息798条，此外企业还拥有行政许可48个。 资金流向方面，今日主力资金净流出2449.91万元，占比成交额17.65%。其中，超大单净流出1589.39万 元、占成交额11.45%，大单净流出860.52万元、占成交额6.2%，中单净流出流入1514.82万元、占成交 额10.91%，小单净流入935.08万元、占成交额6.74%。 天眼查商业履历信息显示，浙江杭可科技股份有限公司，成立于2011年，位于杭州市，是一家以从事电 气机械和器材制造业为主的企业。企业注册资本 ...

证券代码：688006 证券简称：杭可科技 公告编号：2025-028 浙江杭可科技股份有限公司 关于董事会秘书正式履职的公告 邮箱：swy@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 浙江杭可科技股份有限公司（以下简称"公司"）于 2025 年 5 月 19 日召开 第四届董事会第一次会议，审议通过了《关于聘任公司董事会秘书的议案》，董 事会同意聘任孙唯雅女士为公司董事会秘书，由于孙唯雅女士获聘时尚未取得上 海证券交易所颁发的科创板上市公司董事会秘书任职培训证明，暂由董事长曹骥 先生代行董事会秘书职责，孙唯雅女士任期自其取得相关证明之日起至第四届董 事会届满之日止。具体内容详见公司于 2025 年 5 月 20 日在上海证券交易所网站 （www.sse.com.cn）披露的《关于完成换届选举暨聘任高级管理人员的公告》 （公 告编号：2025-025）。 孙唯雅女士近期已参加上海证券交易所科创板上市公司董事会秘书任职培 训并完成测试，取得了董事会秘书任职培训证明。孙唯雅女士的董事会秘书任职 资格已在上海证券交易所备案。孙 ...

证券代码：688006 证券简称：杭可科技 公告编号：2025-028 邮箱：swy@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 关于董事会秘书正式履职的公告 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董事会 浙江杭可科技股份有限公司（以下简称"公司"）于 2025 年 5 月 19 日召开 第四届董事会第一次会议，审议通过了《关于聘任公司董事会秘书的议案》，董 事会同意聘任孙唯雅女士为公司董事会秘书，由于孙唯雅女士获聘时尚未取得上 海证券交易所颁发的科创板上市公司董事会秘书任职培训证明，暂由董事长曹骥 先生代行董事会秘书职责，孙唯雅女士任期自其取得相关证明之日起至第四届董 事会届满之日止。具体内容详见公司于 2025 年 5 月 20 日在上海证券交易所网站 （www.sse.com.cn）披露的《关于完成换届选举暨聘任高级管理人员的公告》（公 告编号：2025-025）。 孙唯雅女士近期已参加上海证券交易所科创 ...

Investment Rating - Industry investment rating is "Overweight" [1] Core Viewpoints - The report highlights a new round of market momentum driven by advancements in robotics, particularly in humanoid robots, with a projected global demand of approximately 2 million units by 2030 [4][19] - Key recommended stocks include Xinjie Electric, Beite Technology, Hanwei Technology, Zhaowei Electromechanical, Hengli Hydraulic, and Nuwei Co., among others [2][4] - The report emphasizes the importance of tracking the humanoid robot sector, which is entering a critical growth phase [3][4] Summary by Sections Humanoid Robots - The humanoid robot industry is expected to see significant growth, with major projects and partnerships emerging, such as the procurement project by China Mobile for humanoid biped robots worth 124 million [9][19] - Companies like Tesla and Figure are ramping up production, with Figure planning to increase its humanoid robot output by three times in the upcoming months [10][19] Photovoltaic Equipment - The report notes an accelerated penetration of N-type technology, enhancing the competitive edge of leading companies in the sector [20] - It suggests focusing on companies that are innovating in cost-reduction technologies and expanding production capacity [20] Energy Storage - The energy storage sector is poised for growth due to favorable policies and increasing demand from both generation and user sides [20] - Key players in this space include companies involved in lithium battery systems and integrated storage solutions [20] Semiconductor Equipment - The semiconductor equipment market is projected to reach 140 billion by 2030, with a growing share from domestic manufacturers [4][20] Automation - The automation market is expected to grow significantly, with a market size of approximately 40 billion, projected to reach 55.7 billion by 2026 [4][20] Hydrogen Energy - The report highlights the potential of green hydrogen in achieving carbon neutrality, with a focus on companies that have integrated hydrogen production capabilities [21] Engineering Machinery - The report suggests monitoring leading companies in the engineering machinery sector, emphasizing those with product, scale, and cost advantages [4][20]

Group 1: Robotics Sector - The robotics sector is experiencing accelerated overseas expansion, driven by technological breakthroughs and profitability improvements, leading to a reassessment of value [1] - Wan'an Robotics focuses on AI embodied robots, achieving a global market share of 11.9%, with over 57% in the Japanese market; Cloudwise Technology leads globally in the number of online service robots in hotels [1] - Geekplus has maintained its position as the global leader in warehouse AMR for six consecutive years, with over 70% of its revenue coming from overseas; companies with core technology, global layout, and improving profitability are expected to see value reassessment [1] Group 2: Solid-State Battery Development - The solid-state battery industry is accelerating, with major companies like CATL, EVE Energy, and BYD advancing pilot lines and sample validations, with some achieving semi-solid mass production [2] - Full solid-state small batch production is expected to begin between 2025 and 2027; the equipment segment is likely to benefit first from this industrialization process [2] - Leading equipment manufacturers are accelerating product validation and customer onboarding, with companies like Xianlead Smart and Winbond Technology providing comprehensive solutions for key processes [2] Group 3: Other Key Sectors - The forklift sector is benefiting from the rapid development of embodied intelligence, with domestic and international forklift companies, e-commerce logistics firms, and robotics companies making strides in intelligent logistics [3] - The export chain is seeing advantages due to the implementation of Vietnam's tariff policy, which enhances regional manufacturing cost differentials, allowing companies with global capacity and brand channel capabilities to improve profitability and market share [3] - The 3C equipment sector is expected to benefit in the short term from innovations in Apple's hardware products, and in the medium term from supply chain security issues driving new capacity in Southeast Asia [3]