重要内容提示： 对公司当期业绩的影响：本次交易属于上海先惠自动化技术股份有限公 司（以下简称"公司"）及控股子公司福建东恒新能源集团有限公司（以下简称 "福建东恒"）日常经营活动相关合同，若本销售合同顺利履行，预计将会对公 司 2025-2026 年度业绩产生积极影响，有利于提升公司的持续盈利能力和核心竞 争力。本合同的履行不会对公司业务的独立性构成影响，不会因履行本合同而对 上述合同对方形成依赖。 特别风险提示： 证券代码：688155 证券简称：先惠技术 公告编号：2025-065 上海先惠自动化技术股份有限公司 关于自愿披露签订日常经营合同的公告 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。 1、市场风险：虽然新能源汽车市场处于快速发展阶段，为本合同的实施提 供了良好的市场机遇，但由于市场本身存在不确定因素，本次合同实施后可能会 面临一定的市场风险，合同可持续性存在不确定因素。 2、履约风险：因合同履行期较长、金额较大，存在因外部宏观环境发生重 大变化、国家有关政策变化、客户需求变化以及其他不可预见或不可抗力等因素 ...

格隆汇11月18日丨先惠技术(688155.SH)公布，自2025年8月8日起至本公告披露日，公司及福建东恒累 计收到宁德时代及其控股子公司各类合同及定点通知单金额合计约为人民币7.96亿元（不含税）。本合 同为公司日常经营性合同，公司已履行了签署该合同的内部审批程序。 本次交易属于公司及控股子公司福建东恒日常经营活动相关合同，若本销售合同顺利履行，预计将会对 公司2025-2026年度业绩产生积极影响，有利于提升公司的持续盈利能力和核心竞争力。本合同的履行 不会对公司业务的独立性构成影响，不会因履行本合同而对上述合同对方形成依赖。 ...

智通财经APP讯，先惠技术(688155.SH)发布公告，自2025年8月8日起至本公告披露日，公司及福建东 恒累计收到宁德时代新能源科技股份有限公司(以下简称"宁德时代")及其控股子公司各类合同及定点通 知单金额合计约为人民币7.96亿元(不含税)。 ...

Core Viewpoint - The announcement indicates that Xianhui Technology has received contracts and notifications from CATL and its subsidiaries amounting to approximately 796 million yuan (excluding tax), which is expected to positively impact the company's performance in 2025-2026 and enhance its profitability and core competitiveness [1] Group 1 - The total amount of contracts and notifications received by Xianhui Technology and Fujian Dongheng from CATL and its subsidiaries is approximately 796 million yuan [1] - The expected positive impact on the company's performance is projected for the fiscal years 2025 and 2026 [1] - The fulfillment of these sales contracts is anticipated to improve the company's sustainable profitability and core competitiveness [1]

Core Viewpoint - The company announced a sales contract with CATL and its subsidiaries, amounting to approximately 796 million yuan (excluding tax), which is expected to positively impact the company's performance and competitiveness for the fiscal years 2025-2026 [1] Group 1 - The sales contract was signed between the company and CATL, effective from August 8, 2025, until the announcement date [1] - The contract is expected to enhance the company's profitability and competitive edge without affecting its business independence [1] - The contract is subject to risks related to market conditions, performance, and potential breaches [1]

Core Points - The battery sector experienced a decline of 3.32% on the trading day, with Huasheng Lithium leading the drop [1] - The Shanghai Composite Index closed at 3939.81, down 0.81%, while the Shenzhen Component Index closed at 13080.49, down 0.92% [1] Stock Performance - Xianhui Technology (688155) closed at 64.99, up 6.56% with a trading volume of 87,100 shares and a transaction value of 567 million [1] - Copper Crown Copper Foil (301217) closed at 35.21, up 4.42% with a trading volume of 652,900 shares and a transaction value of 2.299 billion [1] - Weike Technology (600152) closed at 8.47, up 3.93% with a trading volume of 1,288,200 shares and a transaction value of 1.12 billion [1] - ST Hezhong (300477) closed at 4.13, up 3.77% with a trading volume of 2,588,000 shares and a transaction value of 1.092 billion [1] - Huazi Technology (300490) closed at 13.18, up 3.13% with a trading volume of 884,600 shares and a transaction value of 1.199 billion [1] - Funeng Technology (688567) closed at 18.37, up 2.97% with a trading volume of 366,200 shares and a transaction value of 670 million [1] - Other notable stocks include DeFu Technology (301511) and Wanli Co., Ltd. (600847) with respective closing prices of 32.31 and 13.33, showing minor increases [1] Capital Flow - The battery sector saw a net outflow of 14.868 billion from main funds, while retail investors contributed a net inflow of 10.766 billion [3] - Speculative funds recorded a net inflow of 4.102 billion into the sector [3]

Group 1 - The mechanical industry showed a strong performance in 2025, with a cumulative increase of 35.07%, outperforming the Shanghai and Shenzhen 300 index (17.94%) and the Shanghai Composite Index (17.99%) [1][17][21] - Emerging sectors such as AI equipment (140%), lithium battery equipment (96%), humanoid robots (67%), and engineering machinery (55%) led the gains in the mechanical industry, indicating significant investment opportunities [1][27][25] - The outlook for 2026 suggests continued growth in AI and technology sectors, with engineering machinery expected to maintain an upward trend and domestic demand gradually recovering from the bottom [1][30][39] Group 2 - Domestic economic conditions are currently experiencing a "weak recovery" phase, with fixed asset investment showing a differentiated pattern: manufacturing > infrastructure > real estate [2][30] - The general manufacturing sector is expected to enter a new investment cycle, driven by improved PPI and inventory levels, with a focus on high-end upgrades and stock replacement [39][46] - The export sector is benefiting from the competitive strength of leading Chinese companies, with a notable increase in orders for high-end machinery from Japan, reflecting the active investment in domestic high-end manufacturing [55][56] Group 3 - The AI-driven technology sector is expected to continue its upward trend, with hardware demand and new process iterations accelerating, particularly in AI PCB technology and humanoid robots [3][30][61] - Solid-state battery technology is at a critical juncture, with leading battery companies expanding production capacity, indicating a significant opportunity for battery equipment manufacturers [3][30][61] - Investment recommendations include focusing on technology growth assets such as AI PCB equipment, humanoid robots, and solid-state battery equipment, as well as engineering machinery and general automation sectors [4][61]

证券日报网讯11月13日晚间，先惠技术发布2023年股票期权激励计划首次授予第二个行权期行权结果暨 股票上市公告称，公司本次股票上市类型为股权激励股份；股票认购方式为网下，本次股票上市流通总 数为956，675股。本次股票上市流通日期为2025年11月18日。 ...

上海先惠自动化技术股份有限公司 证券代码：688155 证券简称：先惠技术 公告编号：2025-063 公司已于 2025 年 10 月 30 日发布公司 2025 年第三季度报告，为便于广大投 资者更全面深入地了解公司2025年第三季度经营成果、财务状况，公司计划于2025 年 11 月 24 日（星期一）11:00-12:00 举行 2025 年第三季度业绩说明会，就投资者 关心的问题进行交流。 一、说明会类型 关于召开 2025 年第三季度业绩说明会的公告 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。 本次业绩说明会以网络互动形式召开，公司将针对 2025 年第三季度的经营成 果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许的范围 内就投资者普遍关注的问题进行回答。 二、说明会召开的时间、地点 （一）会议召开时间：2025 年 11 月 24 日（星期一）11:00-12:00 ●会议召开时间：2025 年 11 月 24 日（星期一）11:00-12:00 ●会议召开地点：上海证券交易所上证路演中 ...

Core Points - The company announced the cancellation of a total of 148,238 stock options from its 2023 stock option incentive plan due to various reasons including employee departures and performance assessments [1] Group 1 - 24 individuals no longer qualify for the incentive plan due to resignation or voluntary withdrawal, resulting in the cancellation of 142,284 stock options [1] - 19 individuals failed to meet performance assessment criteria, leading to the cancellation of 5,954 stock options [1] - The company has submitted an application to the China Securities Depository and Clearing Corporation Limited Shanghai Branch for the cancellation of the aforementioned stock options, which has been confirmed and processed [1]