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中金:固态电池工艺革新驱动价值重估 干法电极等新工艺所需设备或为核心增量
Zhi Tong Cai Jing· 2025-09-17 06:05
新能源车需求催化,产业化进程加速 中金主要观点如下: 新能源车企加速布局全固态电池路线,多数头部车企预计全固态电池将在2026年实现装车,2027年进入 小批量生产。宁德时代(300750)、比亚迪(002594)、清陶能源、LGES等均已启动中试线建设,逐 步向百兆瓦-吉瓦级量产导入。 核心设备更迭,前+中段价值量抬升 固态电池取消注液封装工序,引入干法电极、胶框印刷、等静压、高压化成等关键新工艺。我们判断电 池整线价值量由传统锂电的1-2亿元提升至2-3亿元,其中前、中、后段价值量分别占比约 35%/40%/25%。 技术壁垒提升,龙头设备厂具备先发优势 中金发布研报称,随着全固态电池向产业化导入阶段稳步迈进,设备端作为最先兑现的产业链环节处 于"从验证到放量"的关键窗口期。车企或于2027年小批量全固态电池装车,测算2027年全固态电池设备 增量市场空间或达到25亿元,并有望以122%的CAGR增长至2030年达到273亿元。另外,前中段设备价 值量占比升至75%-80%,干法电极、等静压等新工艺所需设备是核心增量,具备明确替代与重估逻辑。 前道干法负极和后道高压化成分容逐步放量,干法正极由于高镍等正极 ...
【早报】中美元首即将通话?外交部回应;扩大服务消费,商务部等九部门发文
财联社· 2025-09-16 23:10
Industry News - The Ministry of Commerce and nine other departments released policies to expand service consumption, including a series of promotional activities and optimizing operational hours for popular cultural and tourist venues [2][3] - The Ministry of Industry and Information Technology issued guidelines for the digital transformation of key industries, providing scenario maps for 14 sectors including steel, petrochemicals, and new energy vehicles [2][3] - The National Medical Products Administration approved the first medical device standard for brain-computer interface technology, set to be implemented on January 1, 2026 [2] - The People's Bank of China stated that the CIPS cross-border payment system has become a crucial support for the internationalization of the Renminbi [2] Company News - Tianpu Co. announced that the acquisition funds of 9.65 billion yuan from Zhonghao Xinying have been received [3][13] - Haowen Automotive announced a significant contract worth approximately 24.77 billion yuan for ADAS perception systems and radar systems [7] - Luxiao Technology plans to launch a family AI service robot, aiming to sell at least 1 million units in the US and European markets by 2026-2028 [8] - Tianqi Lithium stated that its pilot project for producing 50 tons of lithium sulfide has commenced [9] - Hangke Technology announced a share transfer price of 28.61 yuan per share, at a 20% discount to the closing price [10] - Brother Technology expects a year-on-year net profit increase of 207%-253% for the first three quarters of 2025 [13] Investment Opportunities - The humanoid robot industry is anticipated to enter a sales growth phase, with expectations for significant advancements and market readiness by 2026 [15] - Nvidia is requesting suppliers to develop new micro-channel liquid cooling plate (MLCP) technology due to increased power consumption of its new AI platforms, indicating a shift in cooling technology requirements [16]
IPO网站—杭可科技:询价转让价格为28.61元/股 较收盘价折价20%
Guo Ji Jin Rong Bao· 2025-09-16 14:29
记者:李昕 编辑:褚念颖 参与本次询价转让报价的机构投资者家数为17家,涵盖了基金管理公司、保险公司、证券公司、私募基 金管理人、合格境外投资者等专业机构投资者。初步确定受让方为17家机构投资者,拟受让股份总数为 780.7万股。 本次询价转让不涉及公司控制权变更,不会影响公司治理结构和持续经营。 今日,杭可科技(688006.SH)发布公告称,根据2025年9月16日询价申购情况,初步确定的本次询价转让 价格为28.61元/股。 ...
杭可科技:股东询价转让定价情况提示性公告
Zheng Quan Ri Bao· 2025-09-16 12:55
Group 1 - The core point of the article is that Hangke Technology announced the preliminary pricing for its inquiry transfer at 28.61 yuan per share based on the inquiry subscription situation as of September 16, 2025 [2]
杭可科技(688006) - 浙江杭可科技股份有限公司股东询价转让定价情况提示性公告
2025-09-16 10:34
证券代码:688006 证券简称:杭可科技 公告编号:2025-041 一、本次询价转让初步定价 (一)经向机构投资者询价后,初步确定的转让价格为 28.61 元/股。 (二)参与本次询价转让报价的机构投资者家数为 17 家,涵盖了基金管理 公司、保险公司、证券公司、私募基金管理人、合格境外投资者等专业机构投资 者。 浙江杭可科技股份有限公司 股东询价转让定价情况提示性公告 股东曹骥(以下简称"出让方")保证向浙江杭可科技股份有限公司(以下 简称"公司"或"杭可科技")提供的信息内容不存在任何虚假记载、误导性陈 述或者重大遗漏,并对其真实性、准确性和完整性依法承担法律责任。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 重要内容提示: 根据 2025 年 9 月 16 日询价申购情况,初步确定的本次询价转让价格为 28.61 元/股。 (一)本次询价转让受让方及受让股数仅为初步结果,尚存在拟转让股份被 司法冻结、扣划等风险。询价转让的最终结果以中国证券登记结算有限责任公司 上海分公司最终办理结果为准。 (二)本次询价转让不涉及公司控制权变更,不会影响公司治理结构和持续 经营。 特此公告。 ...
杭可科技(688006.SH):询价转让价格初定为28.61元/股
智通财经网· 2025-09-16 10:24
Core Viewpoint - The company Hangke Technology (688006.SH) announced the preliminary pricing for the share transfer inquiry by shareholder Cao Ji, set at 28.61 yuan per share [1] Group 1 - The share transfer price has been determined at 28.61 yuan per share [1]
杭可科技(688006.SH):本次询价转让价格为28.61元/股
Ge Long Hui· 2025-09-16 10:16
格隆汇9月16日丨杭可科技(688006.SH)公布,根据2025年9月16日询价申购情况,初步确定的本次询价 转让价格为28.61元/股。 ...
杭可科技:初步确定的询价转让价格为28.61元/股
Xin Lang Cai Jing· 2025-09-16 10:15
Core Viewpoint - Hangke Technology announced a preliminary inquiry transfer price of 28.61 yuan per share based on the inquiry subscription situation as of September 16, 2025 [1] Group 1: Inquiry Transfer Details - A total of 17 institutional investors participated in the inquiry transfer bidding [1] - The total number of shares to be transferred is 7.807 million shares [1] - The inquiry transfer does not involve a change in company control and will not affect the company's governance structure or ongoing operations [1] Group 2: Market Context - The closing price of Hangke Technology today is 35.66 yuan per share [1]
新股发行及今日交易提示-20250916
HWABAO SECURITIES· 2025-09-16 09:03
New Stock Issuance - Jin Hua New Material (920015) issued at a price of 18.15[1] - Jianfa Zhixin (301584) issued at a price of 7.05[1] Market Alerts - Cash option declaration period for *ST Tianmao (000627) from September 15 to September 19, 2025[1] - 13 trading days remaining for the delisting period of Zitian Tui (300280)[1] - Severe abnormal fluctuation reported for Jishi Media (601929)[1] Other Announcements - Multiple companies including Shanghai Construction (600170) and Zhongke Shuguang (603019) have recent announcements linked[1] - Various stocks are under scrutiny for abnormal trading activities, including *ST Yu Shun (002289) and ST Huaneng (000851)[3]
电池板块9月16日跌0.19%,杭可科技领跌,主力资金净流出68.34亿元
| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002759 | 天际股份 | 19.02 | 10.01% | 180.96万 | | 32.39 Z | | 603906 | 龙蟹科技 | 17.07 | 9.99% | 24.97万 | | 4.26 Z | | 300953 | 農裕科技 | 173.70 | 8.61% | 12.00万 | | 20.38亿 | | 002850 | 科达利 | 164.15 | 7.52% | 10.24万 | | 16.53亿 | | 688388 | 嘉元科技 | 34.50 | 6.19% | 38.83万 | | 13.11亿 | | 301210 | 金杨股份 | 49.19 | 3.04% | 6.04万 | | 2.96亿 | | 301121 | 紫建电子 | 51.02 | 2.86% | 8.62万 | | 4.37亿 | | 688353 | 华盛顿电 | 45.30 | 2.81% | 7.24万 | | 3. ...