前十大流通股东累计持有： 8892.86万股，累计占流通股比： 25.8%，较上期变化： -1196.94万股。 一、主要会计数据和财务指标 | 报告期指标 | 2024年年报 | 2023年年报 | 本年比上年增减(%) | 2022年年报 | | --- | --- | --- | --- | --- | | 基本每股收益（元） | 0.7300 | 0.8700 | -16.09 | 1.2400 | | 每股净资产（元） | 8.17 | 7.63 | 7.08 | 10.44 | | 每股公积金(元) | 3.34 | 3.54 | -5.65 | 5.58 | | 每股未分配利润(元) | 3.40 | 3.05 | 11.48 | 3.46 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 14.48 | 14.04 | 3.13 | 18.42 | | 净利润(亿元) | 2.5 | 2.97 | -15.82 | 4.24 | | 净资产收益率(%) | 8.96 | 11.62 | -22.89 | 18.71 | 数据四舍五入，查看更多财务数据> ...

Core Viewpoint - The article highlights the remarkable economic and innovative achievements of Zhenjiang, a small city in Jiangsu Province, which has managed to establish itself as a hub for high-tech industries and manufacturing despite its limited size and population [3][6][13]. Group 1: Economic Performance - Zhenjiang has a GDP of 554 billion yuan in 2024, ranking 57th nationally, surpassing provincial capitals like Taiyuan and Urumqi [8]. - Despite being the smallest city in Jiangsu by area and population, Zhenjiang's GDP ranks higher than larger cities such as Huai'an and Suqian [6][8]. - The city has a high economic value relative to its size, with a focus on innovation and technology [13][24]. Group 2: Innovation and Technology - Zhenjiang ranks 77th globally in the Global Innovation Index, placing it 22nd among Chinese cities, indicating a strong innovation ecosystem [9][12]. - The city is recognized for its high innovation capacity, ranking 41st in the National Innovation City Capability Evaluation Report, which assesses 288 cities [10][12]. - Zhenjiang's high-value invention patents per ten thousand people stand at 29.71, ranking 4th in Jiangsu [24]. Group 3: Manufacturing Strength - Zhenjiang's manufacturing sector is robust, with a sales revenue of over 368.43 billion yuan in 2024, growing at 13.2%, which is above the provincial average [17][24]. - The city has established significant industrial clusters in high-end equipment manufacturing and new materials, each exceeding 100 billion yuan in scale [18][24]. - Key industries include medical devices, aerospace, and new energy equipment, with notable companies like Yiyuan Medical and Tianwei Technology leading in their respective fields [20][22]. Group 4: Strategic Development Approach - Zhenjiang has adopted a focused approach to industrial development, prioritizing sectors like artificial intelligence and low-altitude economy, avoiding over-saturation in common industries [27][29]. - The city leverages its geographical position within the Yangtze River Delta to integrate with larger cities like Shanghai and Nanjing, enhancing resource sharing and collaboration [31][32]. - Zhenjiang's development strategy emphasizes selective engagement in high-potential industries while fostering a supportive policy environment for innovation [33][34].

Investment Rating - The report does not explicitly state an investment rating for the carbon nanotube industry Core Insights - Carbon nanotubes (CNTs) are a new type of material with exceptional mechanical, electrical, thermal, and chemical stability properties [2][3] - The market for carbon nanotubes is expected to grow significantly, but the growth rate is lagging behind that of lithium batteries [29] Summary by Sections 1. What are Carbon Nanotubes? - Carbon nanotubes are seamless nanoscale tubes formed by rolling single or multiple layers of graphene [2] - They exhibit strength approximately 100 times that of steel while having a density about 1/6 that of steel [2] - Their mechanical properties include high strength and flexibility, with a Young's modulus nearly six times that of steel [2] 2. Electrical and Thermal Properties - CNTs have excellent electrical conductivity, theoretically second only to superconductors, with minimal energy loss during electron transport [3] - They are also known for their superior thermal conductivity, being 3-6 times more efficient than diamond [3] 3. Types of Carbon Nanotubes - Carbon nanotubes can be classified into single-walled (SWCNT) and multi-walled (MWCNT) types, with SWCNTs generally exhibiting superior performance [9][10] - SWCNTs have a diameter of 1-2 nm and a length that can reach up to 1 mm, while MWCNTs have a diameter ranging from 7-100 nm [9] 4. Applications of Single-Walled Carbon Nanotubes - SWCNTs are widely used in structural materials, composite materials, enhanced plastics, industrial coatings, automotive tires, and energy storage [14][15] - They can significantly improve the mechanical properties of materials, such as increasing tensile strength by 100 MPa with just a 1% addition by weight [10][15] 5. Carbon Nanotubes in Lithium Batteries - CNTs enhance the conductivity of lithium battery electrodes, improving charge and discharge efficiency [23] - They provide structural stability to electrodes, mitigating volume changes during charge cycles, thus enhancing cycle life [24] - The use of CNTs can also improve the ionic transport properties of electrolytes, leading to better battery performance [25] 6. Market Growth and Trends - The carbon nanotube slurry market in China is projected to grow from 48,000 tons in 2020 to 145,000 tons by 2024, with a compound annual growth rate (CAGR) of 32% [29] - In contrast, lithium battery shipments are expected to increase from 143 GWh in 2020 to 1,175 GWh by 2024, with a CAGR of 69% [29] - The trend towards fast charging in electric vehicles is expected to drive the adoption of CNTs in lithium batteries, as they enhance the battery's rate performance [31][32]

Investment Rating - The industry investment rating is "Recommended," indicating an expected increase in the industry index by more than 5% over the next 3-6 months compared to the benchmark index [19]. Core Insights - The report highlights the launch of new electric vehicle models, including the Xiaopeng X9 and the Denza N9, which are positioned to enhance market competition in the electric vehicle sector [6]. - The report emphasizes the importance of power batteries in electric vehicles, suggesting a focus on companies involved in battery production and related materials [6]. - The report provides detailed specifications of new vehicle models, including pricing, power output, and range, showcasing advancements in technology and design [6]. Industry Overview - The industry consists of 299 listed companies with a total market capitalization of approximately 46,881.73 billion and a circulating market value of about 41,202.87 billion [2]. - The absolute performance of the industry over the past 12 months shows a growth of 3.9%, while the relative performance indicates a decline of 3.0% compared to the benchmark index [3]. Recent Developments - The Ministry of Industry and Information Technology announced the public disclosure of new energy vehicle models, with 218 enterprises submitting 578 models for approval, including 498 pure electric models [6]. - Xiaopeng X9 is priced between 359,800 to 419,800 yuan, featuring a maximum range of 740 kilometers with a 105 kWh battery [6]. - Denza N9 offers a comprehensive range of 1302 kilometers and includes advanced driving assistance features [6]. - Wuling Hongguang has introduced a range-extended version, providing options for fuel, range-extended, and pure electric powertrains [6].

这个给大家介绍一下好了行那我们有请张博士嗯哎好的好的大家大家晚上好那个是这样的就是呃天籁机器人这个话题可能机器人是今年比较热门比较流行的话题是得益于春晚这几个表演榆树的表演之后大家对这个东西的关注度就非常高啊那个各个这个零配件材料厂商都在都在去关注这个事情包括咱们这个官方也在关注 谢谢各位领导各位投资人大家好我是东方采富的周旭辉今天我们非常荣幸的请到了天籁科技的董事长郑总董秘蔡总以及其他的技术高管和我们交流天籁科技是底电视材料细分领域的龙头最近也在积极的布局人行区线这个赛道我们的一个研究发现 电子皮肤以及其他的一些人形机器人的零部件需要用到碳纳米管而这个材料天爱科技是国内的绝对的龙头并且在这个领域已经有一些进展了那么下面把这个时间交给天爱科技的高管先我们有请郑总给我们介绍一下公司的情况 各位大家好我们今天的计划是让我们的张博士讲解一下给大家解释一下讨论一下我们在机器人当中的哪些点是跟我们的单笔管和多笔管相关的然后大家有什么疑问我们再来进一步讨论好吧我们交给我们公司的张博士 这个现在在手机里面已经有一些这个直接的一些应用啊然后还有一些抗击链模组啊气味传感器然后能源系统的主要是就是我们说的这个锂电池系统当然这个东 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688116 证券简称：天奈科技 公告编号：2025-023 2、本次增持的时间：2025年4月11日 转债代码：118005 转债简称：天奈转债 江苏天奈科技股份有限公司关于高级管理人员增持公司股份的自愿性披露公告 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。 江苏天奈科技股份有限公司（以下简称"公司"）于2025年4月11日收到公司副总经理岳帮贤先生、王鸣 光先生的通知，基于对公司投资价值的认可及对公司未来持续稳定发展的信心，上述人员于2025年4月 11日通过上海证券交易所证券交易系统以集中竞价交易方式增持公司股份合计10,000股，合计增持金额 388,235.38元。现将本次增持股份情况公告如下： 一、本次增持主体的基本情况 （一）增持主体：副总经理岳帮贤先生、王鸣光先生。 （二）增持前持股数量及比例： 本次增持前，岳帮贤先生直接持有公司股票102,120股，占公司总股本0.0296%；王鸣光先生未直接持有 公司股票。 二、本次增持情况 1、本次增持的 ...

| 证券代码：688116 | 证券简称：天奈科技 | 公告编号：2025-023 | | --- | --- | --- | | 转债代码：118005 | 转债简称：天奈转债 | | 本次增持前，岳帮贤先生直接持有公司股票 102,120 股，占公司总股本 0.0296%；王鸣光先生未直接持有公司股票。 二、本次增持情况 1、本次增持的目的：基于对公司未来发展的信心及长期投资价值的认可。 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。 江苏天奈科技股份有限公司（以下简称"公司"）于 2025 年 4 月 11 日收到公 司副总经理岳帮贤先生、王鸣光先生的通知，基于对公司投资价值的认可及对公 司未来持续稳定发展的信心，上述人员于 2025 年 4 月 11 日通过上海证券交易所证 券交易系统以集中竞价交易方式增持公司股份合计 10,000 股，合计增持金额 388,235.38 元。现将本次增持股份情况公告如下： 一、本次增持主体的基本情况 （一）增持主体：副总经理岳帮贤先生、王鸣光先生。 （二）增持前持股数量及比例： ...

天奈科技公告，公司副总经理岳帮贤和王鸣光于2025年4月11日通过上海证券交易所证券交易系统以集 中竞价交易方式增持公司股份合计10000股，合计增持金额38.82万元。增持后，岳帮贤持有公司股票 10.71万股，占公司总股本0.0311%；王鸣光持有公司股票5000股，占公司总股本0.0015%。 ...

新代碳管深绑电池创新链，龙头引领产品 升级 核心观点 老产品价格企稳叠加新产品放量，业绩增长动能强劲。当前传统碳纳米管导电浆料 价格企稳，2024 年公司导电剂浆料销量同比高增，推动营收重回增长轨道。同时， 公司单壁产品以及复配单壁的第四代产品已推向市场进入放量阶段，随着公司新增 产能逐步投放，出货结构将向新代高性能产品倾斜。目前高性能稳定的单壁碳纳米 管处于供不应求状态，单吨粉体价格高达千万元级别，有望为公司带来丰厚利润增 量。 盈利预测与投资建议 ⚫ 由于产品结构变化，我们下调 2024 年收入与利润，预测公司 2024-2026 年归母净利 润分别为 2.53、4.95、6.76 亿元（原 24-25 年预测值为 3.22、4.53 亿元），参考可 比公司 25 年估值水平，给予公司 25 年 32 倍市盈率，对应目标价为 45.76 元，维持 买入评级。 风险提示 | | 1 周 | 1 月 | 3 月 | 12 月 | | --- | --- | --- | --- | --- | | 绝对表现% | -13.24 | -21.47 | 5.12 | 46.69 | | 相对表现% | -8.15 ...

Investment Rating - The report maintains a "Buy" rating for the company with a target price of 45.76 CNY, based on a projected 32 times price-to-earnings ratio for 2025 [3][6]. Core Insights - The company's revenue is expected to rebound due to stable prices of traditional carbon nanotube conductive pastes and strong growth in sales of new products, particularly single-walled carbon nanotubes [2][10]. - The demand for carbon nanotubes in the lithium battery market is increasing, with a penetration rate projected to reach 18.4% in 2024, up 8 percentage points year-on-year [10]. - The company is a leader in the carbon nanotube industry, holding nearly 50% market share in China, and is advancing its product development with a focus on high-performance materials [10]. Financial Summary - The company's projected revenue for 2024 is 1.449 billion CNY, with a slight increase of 3.2% year-on-year, followed by significant growth of 59.6% in 2025 [5][12]. - The net profit attributable to the parent company is forecasted to be 253 million CNY in 2024, down 14.8% from the previous year, but expected to rise to 495 million CNY in 2025 [5][12]. - The gross margin is projected to improve from 33.6% in 2023 to 38.0% in 2025, indicating a positive trend in profitability [5][12].