数据显示，中航基金旗下1只基金重仓先惠技术。中航新起航灵活配置混合A（005537）四季度减持 65.43万股，持有股数167.21万股，占基金净值比例为9.62%，位居第三大重仓股。根据测算，今日浮亏 损失约789.25万元。 中航新起航灵活配置混合A（005537）成立日期2018年4月23日，最新规模8238.95万。今年以来收益 24.38%，同类排名77/9003；近一年收益103.38%，同类排名139/8185；成立以来收益0.49%。 中航新起航灵活配置混合A（005537）基金经理为韩浩。 截至发稿，韩浩累计任职时间8年46天，现任基金资产总规模164.03亿元，任职期间最佳基金回报 246.42%， 任职期间最差基金回报-12.9%。 从基金十大重仓股角度 资料显示，上海先惠自动化技术股份有限公司位于上海市松江区小昆山镇思贤路4800号，成立日期2007 年3月28日，上市日期2020年8月11日，公司主营业务涉及各类智能制造装备的研发、生产和销售。主营 业务收入构成为：新能源动力电池精密结构件63.35%，新能源汽车智能自动化装备34.90%，其他 1.02%，工业制造数据系统0.58% ...

| 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 五日均线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 300118 | 东方日 升 | 20.00 | 14.25 | 17.81 | 20.76 | 16.59 | | 688223 | 晶科能 源 | 20.00 | 5.75 | 5.96 | 6.90 | 15.85 | | 688387 | 信科移 动 | 18.41 | 13.88 | 18.89 | 21.87 | 15.78 | | 300724 | 捷佳伟 创 | 20.00 | 18.96 | 116.27 | 134.10 | 15.34 | | 688002 | 睿创微 纳 | 20.00 | 3.34 | 107.39 | 123.31 | 14.83 | | 300436 | 广生堂 | 20.00 | 13.57 | 84.31 | 96.28 | 14.19 | | 688270 | 臻镭科 技 | 20.00 | ...

| 688155 | 先惠技 术 | 8.96 | 2.44 | 85.22 | 90.49 | 6.19 | | --- | --- | --- | --- | --- | --- | --- | | 300654 | 世纪天 鸿 | 7.63 | 9.88 | 10.90 | 11.57 | 6.13 | （文章来源：证券时报网） 技 证券时报·数据宝统计，截至今日上午10:29，上证综指4126.30点，收于五日均线之上，涨跌幅0.09%， A股总成交额为13428.67亿元。到目前为止，今日有909只A股价格突破了五日均线，其中乖离率较大的 个股有东方日升、睿创微纳、广生堂等，乖离率分别为16.59%、14.83%、14.19%；水羊股份、赢时 胜、羚锐制药等个股乖离率较小，刚刚站上五日均线。 1月23日突破五日均线个股乖离率排名 | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 五日均线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 30 ...

人民财讯1月19日电，据先惠技术消息，先惠技术中标日系头部企业产线项目，这一突破填补了公司在 日系高端市场的空白。 ...

Core Viewpoint - The solid-state battery sector is experiencing significant growth, driven by favorable policies and technological advancements, positioning it as a key focus area in the market. Group 1: Market Performance - The battery and solid-state battery sectors are leading the market, with notable stock performances from companies like Xianhui Technology, which rose by 11.59%, and Huayou Cobalt, which increased by over 7% [1][2]. - Key companies in the industry, including CATL and Yiwei Lithium Energy, also saw upward movements, indicating a strong response across the supply chain [1]. Group 2: Policy Support - The Ministry of Industry and Information Technology emphasizes accelerating breakthroughs in solid-state battery technology, highlighting a collaborative effort between national and local governments to enhance the supply chain's self-sufficiency [3]. - Local governments are integrating solid-state batteries into their industrial strategies, with regions like Jiangxi and Chongqing focusing on advancing core technologies in this field [3]. Group 3: Technological Advancements - Companies are rapidly advancing their solid-state battery technologies, with Weichai Power announcing successful laboratory research on sulfide solid-state batteries and plans for industrialization [4]. - Jinlongyu is investing 1.2 billion yuan to establish a production line for solid-state batteries, while Haopeng Technology aims for mass production of solid-state batteries by 2025 [4]. Group 4: Market Potential - Solid-state batteries are expected to penetrate various sectors, including electric vehicles, energy storage, aerospace, and consumer electronics, due to their performance advantages over traditional lithium-ion batteries [6]. - TrendForce forecasts that the global demand for solid-state batteries will exceed 206 GWh by 2030 and further expand to over 740 GWh by 2035, indicating a transition to large-scale applications [6]. Group 5: Industry Growth Outlook - Analysts are optimistic about the growth potential of the solid-state battery supply chain, with expectations of high demand driven by the increasing sales of electric vehicles [6][7]. - The period from 2027 to 2030 is identified as a critical window for the industrialization of solid-state battery technologies, with equipment manufacturers likely to benefit first from this growth [7].

格隆汇1月13日丨先惠技术(688155.SH)在投资者互动平台表示，公司暂未与日本东海特殊钢金属株式会 社有业务往来。 ...

Market Size Analysis and Forecast - The global lithium battery equipment market is projected to reach 99 billion yuan in 2025, representing a 25% year-on-year growth, driven by surges in energy storage, electric vehicles, and light-duty power markets in the second half of 2025 [2] - The demand for lithium batteries is expected to grow significantly in various sectors, including energy storage, electric vehicles, AI data centers, drones, light electric vehicles, electric ships, and new smart devices [2] - By 2027, the global lithium equipment market is forecasted to reach 141.9 billion yuan, with segment breakdowns of 46 billion yuan for front-end equipment, 43.4 billion yuan for mid-stream equipment, 38.3 billion yuan for back-end equipment, and 14.2 billion yuan for modules and PACK [2] 2025 China Lithium Battery Equipment Market Share TOP 50 Rankings - The top companies in the 2025 China lithium battery equipment market include: 1. XianDao Intelligent 2. YingHe Technology 3. JiaTuo Intelligent (a subsidiary of PuTaiLai) 4. HangKe Technology 5. Wuxi Liqi 6. LianYing Laser 7. Dazhu Lithium Battery (a subsidiary of Dazhu Laser) 8. LiYuanHeng 9. JiYang Intelligent 10. HaiMuXing [3][5][6] Detailed Company Rankings and Equipment Coverage - XianDao Intelligent and YingHe Technology provide complete lithium battery line solutions [6] - JiaTuo Intelligent specializes in processes such as rolling, cutting, and coating [6] - HangKe Technology focuses on formation, testing, and logistics lines [6] - Wuxi Liqi offers feeding and mixing systems [6] - LianYing Laser provides cell packaging lines and laser cutting equipment [6] Additional Market Segments - The report also highlights the top companies in various specific equipment segments, including stirring machines, coating machines, and drying equipment, indicating a comprehensive landscape of the lithium battery equipment market in China [8]

Investment Rating - The industry investment rating is "Overweight" [1] Core Insights - The lithium battery industry is expected to maintain optimistic demand outlook for 2026, despite a decrease in pre-production for January [45] - The recent implementation of the "2026 Automobile Trade-in Subsidy Implementation Details" is anticipated to stabilize market expectations and stimulate the expansion of the new energy vehicle market [45] - The solid-state battery technology is progressing, with the first solid-state battery pack successfully installed in a vehicle, indicating a shift from laboratory validation to real vehicle testing [45] Summary by Sections Market Review - As of January 8, 2026, the lithium battery index has decreased by 0.85% over the past two weeks, underperforming the CSI 300 index by 2.90 percentage points [12] - The lithium battery index has increased by 0.97% month-to-date, also underperforming the CSI 300 index by 1.36 percentage points [12] Price Changes in the Lithium Battery Supply Chain - As of January 8, 2026, the average price of battery-grade lithium carbonate is 138,600 CNY/ton, up 19.38% over the past two weeks [25] - The price of lithium hydroxide (LiOH 56.5%) is 136,700 CNY/ton, increasing by 33.24% in the same period [25] - The price of lithium iron phosphate is 47,100 CNY/ton, up 11.88% [28] - The price of hexafluorophosphate lithium has decreased by 12.5% to 157,500 CNY/ton [31] Industry News - The first solid-state battery pack developed by Hongqi has been successfully installed in the Hongqi Tian Gong 06 model, marking a significant milestone in solid-state battery technology [40] - The Ministry of Commerce and other departments have issued guidelines for the 2026 automobile trade-in subsidy, which is expected to stimulate the new energy vehicle market [40] Company Announcements - Companies like Ningde Times and Tianqi Lithium have announced plans for production adjustments and expansions, indicating ongoing developments in the lithium battery supply chain [42][46]

Group 1 - The core viewpoint of the news is that Xianhui Technology has shown a significant increase in stock price and trading volume, indicating positive market sentiment towards the company [1] - Xianhui Technology's main business involves the research, production, and sales of various intelligent manufacturing equipment, with a revenue composition of 63.35% from precision structural components for new energy power batteries, 34.90% from intelligent automation equipment for new energy vehicles, and minor contributions from other sectors [1] - As of the report, Xianhui Technology's stock price is 69.62 CNY per share, with a market capitalization of 8.802 billion CNY and a trading volume of 279 million CNY [1] Group 2 - The fund "Chuangjin Hexin New Materials New Energy Stock A" has increased its holdings in Xianhui Technology by 183,100 shares, bringing the total to 281,200 shares, which represents 4.4% of the fund's net value [2] - The fund has achieved a year-to-date return of 4.73% and a one-year return of 37.05%, ranking 257 out of 5,490 and 1,920 out of 4,193 in its category, respectively [2] - The fund manager, Xie Tianhui, has been in charge for 4 years and 2 days, with the fund's total asset size at 486 million CNY [3]

关于上海先惠自动化技术股份有限公司 2025 年度持续督导工作现场检查报告 东兴证券股份有限公司(以下简称"保荐机构"、"东兴证券")作为正在 履行上海先惠自动化技术股份有限公司(以下简称"先惠技术"、"公司")持 续督导工作的保荐机构,根据《证券发行上市保荐业务管理办法》《上海证券交 易所科创板股票上市规则》和《上海证券交易所上市公司自律监管指引第 11 号 ――持续督导》等有关法律、法规的规定，对公司 2025 年度(以下简称"本持续 督导期间")的规范运作情况进行了现场检查,现就现场检查的有关情况报告如 下: 一、本次现场检查的基本情况 (一)保荐机构 东兴证券股份有限公司 东兴证券股份有限公司 (二) 保荐代表人 谢安、蒋文 (三)现场检查时间 2025年 12月 19 日 (四)现场检查人员 谢安 (五) 现场检查内容 公司治理和内部控制、信息披露、独立性、与关联方的资金往来、募集资金 使用情况、关联交易、对外担保及重大对外投资情况、公司经营状况等。 5、查阅本持续督导期间上市公司募集资金台账、募集资金专户银行对账单 等资料: 6、核查公司本持续督导期间内发生的关联交易、对外担保和重大对外投资 情况 ...