截至收盘，科创板50指数上涨1.2%，科创100指数、科创综指均上涨0.9%，科创成长指数上涨0.8%，盘面上，光伏板块集体爆发，阿特斯涨停，天合光能、 固德威、艾罗能源涨超10%，晶科能源、大全能源、昱能科技涨超7%；固态电池板块大涨，厦钨新能涨超9%，杭可科技涨超8%，嘉元科技、利元亨涨超 4%。 小科创企业,申子、医药生物、申 力设备、计算机行业合计占比超 80%,其中电子、医药生物行业占 比较高 科创综指ETF易方达 跟踪上证科创板综合指数 该指数由科创板全市场证券组成, 全面覆盖大、中、小盘风格,聚焦 人工智能、半导体、新能源、创新 药等核心前沿产业,覆盖科创板上 市的全部17个一级行业,兼具高成 长性与风险分散特征 今日 该指数消 0. 9 科创成长50ETF 跟踪上证科创板成长指数 该指数由科创板中营业收入与净利 润等业绩指标增长率较高的50只股 票组成,成长风格突出,业绩高增 长行业占比高, 申子、医药生物行 令日 该指数污 每日经济新闻 ...

易方达国证机器人产业ETF（159530）基金经理为李树建、李栩。 截至发稿，李树建累计任职时间2年52天，现任基金资产总规模200.57亿元，任职期间最佳基金回报 112.99%， 任职期间最差基金回报-1.39%。 李栩累计任职时间2年339天，现任基金资产总规模268.41亿元，任职期间最佳基金回报154.74%， 任职 期间最差基金回报2.98%。 10月29日，利元亨涨5.23%，截至发稿，报62.59元/股，成交4.19亿元，换手率4.06%，总市值105.61亿 元。 资料显示，广东利元亨智能装备股份有限公司位于广东省惠州市惠城区马安镇新鹏路4号，成立日期 2014年11月19日，上市日期2021年7月1日，公司主营业务涉及智能制造装备的研发、生产及销售,为锂 电池、汽车零部件、精密电子、安防、轨道交通等行业提供高端装备和工厂自动化解决方案。主营业务 收入构成为：锂电池制造设备80.56%，增值配件及服务12.23%，智能仓储设备3.62%，汽车零部件制造 设备2.72%，其他领域制造设备0.87%。 从利元亨十大流通股东角度 数据显示，易方达基金旗下1只基金位居利元亨十大流通股东。易方达国证机 ...

10月29日，利元亨盘中上涨2.05%，截至09:39，报60.70元/股，成交3940.22万元，换手率0.39%，总市 值102.42亿元。 今年以来利元亨已经4次登上龙虎榜，最近一次登上龙虎榜为9月8日。 资料显示，广东利元亨智能装备股份有限公司位于广东省惠州市惠城区马安镇新鹏路4号，成立日期 2014年11月19日，上市日期2021年7月1日，公司主营业务涉及智能制造装备的研发、生产及销售,为锂 电池、汽车零部件、精密电子、安防、轨道交通等行业提供高端装备和工厂自动化解决方案。主营业务 收入构成为：锂电池制造设备80.56%，增值配件及服务12.23%，智能仓储设备3.62%，汽车零部件制造 设备2.72%，其他领域制造设备0.87%。 利元亨所属申万行业为：电力设备-电池-锂电专用设备。所属概念板块包括：年度强势、人形机器人、 数字孪生、人工智能、华为概念等。 截至9月30日，利元亨股东户数2.46万，较上期增加9.92%；人均流通股6861股，较上期减少9.02%。 2025年1月-9月，利元亨实现营业收入24.24亿元，同比增长4.37%；归母净利润4749.29万元，同比增长 109.14%。 ...

在此背景下， 2025（第十五届）高工锂电年会将于11月18-20日在深圳前海华侨城JW万豪酒店 盛大启幕。 利元亨届时将出席年会并发表主题演讲。 2025（第十五届）高工锂电年会 暨十五周年庆典&高工金球奖颁奖典礼 主办单位： 高工锂电、高工产研（GGII） 协办单位： 卡洛维德 利元亨持续深耕锂电智能装备领域，在多个技术方向取得突破性进展。2025年上半年研发投入 1.56亿元，占营收10.22%，为技术创新提供坚实保障。 总冠名： 海目星激光 年会特别赞助： 大族锂电 专场冠名： 杉杉科技、英联复合集流体、逸飞激光、华视集团、欧科工业空调、宇电自动化 金球奖全程特约赞助： 思客琦 倒计时XX天 时间&地点： 2025年11月18-20日 深圳前海华侨城JW万豪酒店 会议合作： 陈女士 13560731836（微信同号） 锂电产业迎来新一轮高景气上行周期。2025年上半年，设备企业披露的新签及在手订单总额已超 过300亿元，同比增长幅度高达70%～80%，电池领域扩产周期已全面启动。 公司在智能仓储领域实现突破性增长，订单金额同比增幅超十倍。同时，在AI算力服务器智能工厂 等新兴领域已获重大订单，多元业务 ...

Investment Rating - The report initiates coverage with a "Buy" rating for the company [10]. Core Views - The company has shown significant recovery in its third-quarter performance for 2025, with a year-on-year revenue increase of 4.37% to 2.424 billion yuan and a return to profitability with a net profit of 47 million yuan [4]. - The strong demand for consumer lithium battery equipment is driven by the recovery in production rates among leading domestic battery manufacturers and the introduction of innovative battery technologies in new smartphone models [6]. - The company has made substantial progress in solid-state battery equipment technology, establishing itself as a leader in the industry with successful collaborations and ongoing projects with over 30 clients [7]. Financial Performance - In Q3 2025, the company achieved a revenue of 895 million yuan, reflecting a year-on-year growth of 90.63% and a quarter-on-quarter increase of 9.93% [4]. - The gross margin for the first three quarters of 2025 was 25.11%, an increase of 4.06 percentage points year-on-year, while the net margin improved to 1.92%, up 24.4 percentage points year-on-year [5]. - The company has effectively reduced its operating expenses, leading to a total expense ratio decrease of 13.33 percentage points [5]. Revenue and Profit Forecast - The projected revenues for 2025, 2026, and 2027 are 3.203 billion yuan, 3.945 billion yuan, and 4.790 billion yuan, respectively, with year-on-year growth rates of 29.06%, 23.16%, and 21.40% [8]. - The forecasted net profits for the same period are 80 million yuan, 162 million yuan, and 211 million yuan, with substantial growth rates of 107.66%, 103.13%, and 30.06% [8].

倒计时21天 2025（第十五届）高工锂电年会 暨十五周年庆典&高工金球奖颁奖典礼 主办单位： 高工锂电、高工产研（GGII） 协办单位： 卡洛维德 总冠名： 海目星激光 年会特别赞助： 大族锂电 专场冠名： 杉杉科技、英联复合集流体、逸飞激光、华视集团、欧科工业空调、宇电自动化 金球奖全程特约赞助： 思客琦 时间&地点： 2025年11月18-20日 深圳前海华侨城JW万豪酒店 会议合作： 陈女士 13560731836（微信同号） 2025高工金球奖 年度评选活动正在火热进行中。见证中国锂电产业起伏升级，高工金球奖一直以来是前瞻锂电行业发展的风向标。 被誉为"锂电行业奥斯 卡"的高工金球奖，自2013年起已成功举办12届。高工金球奖旨在由业界共同推荐、评选行业中具有公信力的产品和企业品 牌，以激励行业技术创新，激发企业争做第一品牌的精神。 目前，锂电产业链已有超160家企业参与2025金球奖评选（ 戳此查看：2025高工金球奖评选细则 ），现将参评企业名单公示（以下排名不分 先后，后续将持续分批更新）如下： 二、技术创新的核心驱动者 公司坚持高强度研发投入，攻克多项"卡脖子"难题： •引领前沿： 率先突破 ...

10月28日，利元亨盘中下跌2.00%，截至09:43，报58.78元/股，成交4786.48万元，换手率0.48%，总市 值99.18亿元。 资金流向方面，主力资金净流出574.66万元，特大单买入0.00元，占比0.00%，卖出142.29万元，占比 2.97%；大单买入781.77万元，占比16.33%，卖出1214.14万元，占比25.37%。 利元亨今年以来股价涨162.76%，近5个交易日跌1.03%，近20日跌16.98%，近60日涨7.54%。 分红方面，利元亨A股上市后累计派现8724.18万元。近三年，累计派现3532.18万元。 机构持仓方面，截止2025年9月30日，利元亨十大流通股东中，易方达国证机器人产业ETF（159530） 位居第四大流通股东，持股186.12万股，为新进股东。东方阿尔法产业先锋混合A（011704）位居第七 大流通股东，持股114.41万股，为新进股东。中航新起航灵活配置混合A（005537）退出十大流通股东 之列。 责任编辑：小浪快报 利元亨所属申万行业为：电力设备-电池-锂电专用设备。所属概念板块包括：年度强势、人形机器人、 数字孪生、人工智能、华为概念等 ...

Core Insights - Guangdong Liyuanheng Intelligent Equipment Co., Ltd. reported a turnaround in net profit for Q3 2025, achieving a net profit of approximately 14.08 million yuan, compared to a loss in the same period last year [1][2] Financial Performance - For Q3 2025, the company achieved operating revenue of approximately 895.16 million yuan, representing a year-on-year increase of 90.63% [2] - The total profit for the period was approximately 29.80 million yuan, with a year-to-date total profit of approximately 91.04 million yuan [1] - For the first three quarters of 2025, the company reported operating revenue of about 2.42 billion yuan, a year-on-year increase of 4.37% [1] Management and Governance - The company’s chairman and president, Zhou Junxiong, and vice-chairman, Lu Jiahong, are married, while Zhou Junxiong is also related to director and deputy general manager Zhou Junjie [2] - The compensation for key executives in 2024 included Zhou Junxiong at 909,300 yuan, Lu Jiahong at 966,100 yuan, and Zhou Junjie at 1,395,000 yuan [3] Executive Background - Zhou Junxiong has held various positions in the industry since 1995, including roles in engineering and management, and has been the chairman and president of the company since June 2018 [4] - Lu Jiahong has extensive experience in marketing roles within the company since 2004 and has been the vice-chairman and marketing director since June 2018 [5] - Zhou Junjie has been involved in research and development roles since 2003 and currently serves as a director and vice president of the company [5]

Core Viewpoint - The industry has made significant progress over the past 10 to 15 years, addressing practical challenges and achieving exponential advancements in technology, talent, and products, driven by national strategies and a large market in China [2]. Group 1 - The industry has evolved from having no foundational technology to developing it, with a substantial increase in the number of engineers due to years of education [2]. - The products have transitioned from being criticized by end-users and the market to achieving significant improvements [2]. - The large market in China, combined with a strong educational background, provides ample opportunities for equipment companies to thrive [2].

Investment Rating - The report maintains an "Outperform" rating for the solid-state battery industry [1]. Core Viewpoints - Solid-state batteries are expected to see rapid growth in demand for electric vehicles due to their significant advantages in safety and energy density, supported by strong policy backing [1][3]. - The production of solid-state batteries is anticipated to accelerate, with production lines and equipment likely to benefit first from this transition [1][3]. - The global market for solid-state battery equipment is projected to reach CNY 40 billion in 2024, with expectations to grow to CNY 1,079.4 billion by 2030 [28][30]. Summary by Sections Industry Overview - Solid-state batteries are positioned as the next-generation technology for electric vehicle power sources, offering superior safety and energy density compared to traditional lithium-ion batteries [1][13]. - The industry is experiencing a dual drive from both policy and market forces, leading to an increase in production capacity and technological advancements [1][19]. Market Dynamics - Equipment orders for solid-state batteries are expected to precede the demand for end products, indicating a rapid growth potential in the equipment market [23][28]. - The solid-state battery equipment market is projected to grow significantly, with a forecasted market size of CNY 1,079.4 billion by 2030 [28][30]. Technological Developments - The introduction of new equipment and upgrades across various production stages is essential for the solid-state battery industry, particularly in the front-end and mid-stage processes [24][31]. - The solid-state battery production process requires specific equipment that differs from traditional lithium-ion battery production, necessitating significant investment in new technologies [24][31]. Investment Recommendations - The report suggests focusing on specific equipment segments such as dry electrode technology and static pressure equipment, which are expected to see increased demand and penetration rates [3][19]. - Companies like Xianlead Intelligent, Winbond Technology, and others are highlighted as key players to watch in the solid-state battery equipment sector [3][19].