证券代码：688170 证券简称：德龙激光 公告编号：2025-029 苏州德龙激光股份有限公司 关于 2025 年半年度计提资产减值准备的公告 （一） 信用减值损失 公司以预期信用损失为基础，对应收票据、应收账款、其他应收款进行减值 测试并确认减值损失。根据信用减值计提测试，2025 年半年度应转回信用减值 损失金额为 301.89 万元。 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。 一、 本次计提减值准备情况概述 苏州德龙激光股份有限公司（以下简称 "德龙激光" 、"公司"）根据《上海 证券交易所科创板股票上市规则》的相关要求，依据《企业会计准则》以及公司 相关会计政策的规定，为客观公允地反映公司财务状况、资产价值与经营成果， 公司及子公司对各类资产进行减值测试，基于谨慎性原则，对截至 2025 年 6 月 30 日合并报表范围内可能发生信用及资产减值损失的有关资产计提信用及资产 减值准备。 公司本期转回信用减值损失 301.89 万元，计提资产减值损失 1,064.26 万元， 具体如下表： 单位：万元 | 项目 ...

一、监事会会议召开情况 苏州德龙激光股份有限公司（以下简称"公司"、"德龙激光"）第五届监事会 第七次会议于 2025 年 8 月 27 日在公司会议室以现场结合通讯的方式召开，会议 通知已于 2025 年 8 月 15 日通过通讯方式送达各位监事。本次会议由监事会主席 苏金其先生主持，应到监事 3 人，实到监事 3 人。本次会议的召集、召开符合有 关法律、法规及规章制度和《公司章程》的有关规定。 二、监事会会议审议情况 证券代码：688170 证券简称：德龙激光 公告编号：2025-027 苏州德龙激光股份有限公司 关于第五届监事会第七次会议决议公告 本公司监事会及全体监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。 表决结果：3 票同意，0 票反对，0 票弃权。 具体内容详见公司于同日在上海证券交易所网站（www.sse.com.cn）披露的 《苏州德龙激光股份有限公司 2025 年半年度报告摘要》《苏州德龙激光股份有限 公司 2025 年半年度报告》。 2、 审议通过《关于 2025 年半年度募集资金存放、管理与实际使用情况专 项报告的 ...

1 / 226 苏州德龙激光股份有限公司2025 年半年度报告 公司代码：688170 公司简称：德龙激光 苏州德龙激光股份有限公司 2025 年半年度报告 苏州德龙激光股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确 性、完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 重大风险提示 公司已在本报告中描述可能存在的相关风险，敬请查阅本报告"第三节、管理层讨论与分析"中 "四、风险因素"相关内容，请投资者予以关注。 三、 公司全体董事出席董事会会议。 四、 本半年度报告未经审计。 五、 公司负责人赵裕兴、主管会计工作负责人李苏玉及会计机构负责人（会计主管人员）邓悦 鸣声明：保证半年度报告中财务报告的真实、准确、完整。 六、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 无 七、 是否存在公司治理特殊安排等重要事项 □适用 √不适用 八、 前瞻性陈述的风险声明 √适用 □不适用 本报告中涉及的未来计划、发展战略等前瞻性描述因存在不确定性，不构成公司对投资者的实质 性承诺，敬请投资者注意投 ...

Group 1 - The provincial secretary emphasized the importance of adapting to changes in urban development stages and promoting a people-centered development approach, highlighting the need to cultivate new urban development momentum [1] - The construction of the Suzhou North Station comprehensive hub, integrating various transportation modes, is crucial for future urban development and national strategic implementation, requiring high standards in planning, design, and management [2] - The transformation of the Meilu Culture and Creative Park from old warehouses into a vibrant space for young consumers showcases the potential of industrial heritage in urban renewal, emphasizing sustainable development and the effective use of existing resources [3] Group 2 - The collaboration between Delong Laser Co., Ltd. and Suzhou University to establish a collaborative innovation center aims to enhance technology innovation and talent development, promoting integration between education, technology, and industry [4] - The provincial secretary highlighted the need for continuous reform in the education and technology sectors to strengthen the role of enterprises in technological innovation and to foster a vibrant innovation ecosystem [4]

Investment Rating - The report suggests a positive outlook on solid-state batteries as the next-generation solution for lithium batteries, indicating significant investment opportunities in this sector [5]. Core Insights - Solid-state batteries offer substantial advantages over traditional lithium-ion batteries, including higher energy density and improved safety due to the use of solid electrolytes [5][6]. - The report identifies sulfide solid electrolytes as the future mainstream route for solid-state batteries, highlighting their high ionic conductivity despite challenges in chemical and air stability [24][41]. - Key challenges for solid-state batteries include interfacial wetting issues, which can lead to lithium dendrite growth and reduced cycle life [50][57]. - The industry is supported by favorable policies, with significant investments expected in solid-state battery research and development, particularly in the consumer and automotive sectors [82]. Summary by Sections 1. Advantages of Solid-State Batteries - Solid-state batteries can achieve energy densities exceeding 500 Wh/kg by utilizing high-silicon or lithium metal anodes, significantly surpassing traditional lithium-ion batteries [5][17]. - The solid electrolyte's mechanical strength helps suppress lithium dendrite growth, enhancing safety by preventing short circuits [23][41]. 2. Types of Solid Electrolytes - Solid electrolytes are categorized into four main types: polymer, oxide, sulfide, and halide, with sulfides showing the highest ionic conductivity [26][41]. - Sulfide electrolytes are currently the focus of major companies like Toyota and CATL, indicating a strong industry trend towards this technology [42][47]. 3. Core Issues: Interfacial Wetting - The report discusses the critical issue of solid-solid interfacial wetting, which affects lithium ion transport and can lead to dendrite formation and reduced battery life [50][57]. - Both chemical/electrochemical and physical interface problems contribute to these challenges, necessitating advancements in material compatibility and processing techniques [51][55]. 4. Changes in Key Components - The report emphasizes the importance of dry electrode processes and the use of isostatic pressing to enhance the performance and manufacturability of solid-state batteries [63][71]. - Current collectors made from nickel-iron alloys are highlighted as a promising alternative to traditional copper collectors, addressing corrosion issues associated with sulfide electrolytes [78][81]. 5. Industry Development and Policy Support - The report outlines a clear industrialization timeline for solid-state batteries, with significant government support expected to accelerate development in the consumer and automotive markets [82].

Market Overview - The automation equipment sector experienced a decline of 0.61% on August 14, with Delong Laser leading the drop [1] - The Shanghai Composite Index closed at 3666.44, down 0.46%, while the Shenzhen Component Index closed at 11451.43, down 0.87% [1] Stock Performance - Notable gainers in the automation equipment sector included: - Robot (300024) with a closing price of 20.32, up 7.46% and a trading volume of 2.0694 million shares, totaling 4.126 billion [1] - Matrix Technology (300802) closed at 21.60, up 7.04% with a trading volume of 231,400 shares, totaling 491 million [1] - Jintuo Co. (300400) closed at 24.81, up 4.07% with a trading volume of 490,300 shares, totaling 1.260 billion [1] - Conversely, Delong Laser (688170) saw a significant decline of 6.94%, closing at 36.50 with a trading volume of 49,400 shares [3] Capital Flow - The automation equipment sector saw a net outflow of 1.24 billion from institutional investors, while retail investors contributed a net inflow of 863 million [5] - Key stocks with notable capital flows included: - Robot (300024) with a net inflow of 211 million from institutional investors [5] - Aeston (002747) with a net inflow of 58.74 million from institutional investors [5] - Hekang New Energy (300048) with a net inflow of 43.30 million from institutional investors [5]

Market Overview - On August 14, the Shanghai Composite Index reached a nearly four-year high, surpassing 3700 points during intraday trading, but closed down by 0.46% [1] - The Shenzhen Component Index fell by 0.87%, while the ChiNext Index decreased by 1.08%, indicating a broad market decline with 4644 stocks dropping [1][2] - The total trading volume for the day was 2.31 trillion yuan, an increase of 131.1 billion yuan compared to the previous day [2] Sector Performance - Key sectors such as military, photovoltaic, and computing hardware experienced significant declines [1] - The overall market saw a negative trend, with only 734 stocks rising against the backdrop of 4644 declining [2] Stock Movements - Notable declines were observed in stocks like Lenovo Group (-6.08%), BYD Electronics (-4.99%), and Netease (-3.16%) [4] - The market sentiment turned cold following announcements of share reductions by major shareholders, leading to declines in affected stocks [7] Share Reduction Trends - A total of 245 companies announced share reduction plans in August, with 21 companies disclosing their plans on August 14 alone [5] - Significant reductions included Li Jun Co., which planned to reduce 31 million shares (3% of total shares), potentially raising up to 425 million yuan [5][6] - The largest planned reduction was by Baiwei Storage, with a potential cash-out of approximately 615 million yuan [6][8] Investor Sentiment - Despite the ongoing market activity, the announcement of share reductions led to a swift negative reaction from investors, with stocks like Zhenlei Technology and Delong Laser experiencing drops of 4.39% and 6.94%, respectively [7] - Some shareholders cited personal financial needs as the reason for their reductions, while others mentioned financial restructuring [7]

中国经济网北京8月14日讯 德龙激光(688170.SH)昨晚披露了关于控股股东减持股份计划的公告。 因自身资金需求，公司控股股东、实际控制人、董事长兼总经理赵裕兴拟通过集中竞价和大宗交易 相结合的方式减持不超过2,067,200股公司股份，拟减持比例不超过公司当前总股本的2%。 其中拟采取集中竞价交易方式减持的，在任意连续90日内，减持股份的总数不超过公司股份总数的 1%；拟采取大宗交易方式减持的，在任意连续90日内，减持股份的总数不超过公司股份总数的2%，大 宗交易股份受让方在受让后六个月内不得减持其所受让的股份。 上述股份减持期间为自公告披露之日起15个交易日后的3个月内进行。股份减持价格按减持实施时 的市场价格确定，符合相关法律法规及上海证券交易所规则要求；若减持期间公司有派息、送股、资本 公积金转增股本、配股等除权除息事项，减持股份数将进行相应调整。 截至公告披露之日，德龙激光控股股东、实际控制人、董事长兼总经理赵裕兴持有公司股份 23,745,000股，占公司总股本的22.97%，上述股份为公司首次公开发行前取得的股份，已于2025年4月 29日起上市流通。 德龙激光首次公开发行股票的发行费用总额 ...

关于苏州德龙激光股份有限公司 已投私募基金减资、参与投资新设私募基金暨关联交易的核查意见 中信建投证券股份有限公司（以下简称"中信建投证券"、"保荐机构"）作 为苏州德龙激光股份有限公司（以下简称"德龙激光"、"公司"）首次公开发行 股票并在科创板上市的保荐机构，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》等相关规定履行持续督导职责，对德龙激光 已投私募基金减资、参与投资新设私募基金暨关联交易事项进行了审慎核查，具 体情况如下： 一、本次关联交易概述 （一）苏州沃衍减资 公司于 2022 年 9 月 5 日召开第四届董事会第十一次会议审议通过了《关于 参与投资私募基金暨关联交易的议案》，同意公司作为有限合伙人使用自有资金 向苏州沃衍认缴出资 3,000 万元。具体情况详见 2022 年 9 月 7 日在上海证券交 易所官网（www.sse.com.cn）披露的《苏州德龙激光股份有限公司关于参与投资 私募基金暨关联交易的公告》（公告编号：2022-020）。 中信建投证券股份有限公司 为进一步优化基金结构，结合基金实际运作情况，基金管理人北京沃衍资本 管理中心（有限合伙）（以下简称 ...

德龙激光(688170.SH)发布公告，因自身资金需求，公司控股股东、实际控制人、董事长兼总经理赵裕 兴拟通过集中竞价和大宗交易相结合的方式减持不超过206.72万股公司股份，拟减持比例不超过公司当 前总股本的2%。 ...