7月30日，利元亨主力资金净流出3786.85万元，占流通市值的0.42%。 截至2025年7月30日收盘，利元亨股价报53.88元，较前一交易日下跌2.64元，跌幅4.67%。当日成交量 为151517手，成交金额达8.21亿元。 风险提示：股市有风险，投资需谨慎。 数据显示，7月17日至7月30日期间，共有3家海外机构对利元亨进行了调研，在同期被调研的51家上市 公司中排名靠前。 利元亨属于电力设备行业，公司主营业务为智能制造装备的研发、生产和销售，产品主要应用于锂电 池、汽车零部件等领域。公司业务覆盖消费类锂电池、动力锂电池等领域。 ...

证券代码：688499 证券简称：利元亨 公告编号：2025-046 广东利元亨智能装备股份有限公司 一、募集资金基本情况 经中国证券监督管理委员会出具的《关于同意广东利元亨智能装备股份有限公司 首次公开发行股票注册的批复》（证监许可[2021]1804号）同意，公司首次公开发行人 民币普通股股票2,200.00万股，发行价格为每股人民币38.85元，募集资金总额合计人民 币854,700,000.00元，扣除发生的券商承销保荐费后的募集资金人民币791,729,575.47元 。另扣减其他发行费用人民币33,170,347.60元后本次发行股票募集资金净额为人民币 758,559,227.87元。上述募集资金已于2021年6月25日全部到位，经安永华明会计师事务 所（特殊普通合伙）审验并于2021年6月25日出具了安永华明（2021）验字第 61566274_G01号《验资报告》。 二、募集资金存放与管理情况 为规范募集资金的管理和使用，保护投资者权益，公司根据《上市公司募集资金 监管规则》《上海证券交易所科创板股票上市规则》《上海证券交易所科创板上市公 司自律监管指引第1号——规范运作》等有关法律、法规和 ...

The provided content does not contain any specific quantitative models or factors, nor does it include detailed construction processes, formulas, or backtesting results for such models or factors. The report primarily focuses on market analysis, index performance, valuation levels, and fund flows. Therefore, there are no quantitative models or factors to summarize based on the given content.

流动性方面，科创机械ETF盘中换手80.87%，成交805.00万元，市场交投活跃。拉长时间看，截至7月21日，科创机械ETF近1年日均成交714.63万元。 截至2025年7月22日 13:02，上证科创板工业机械指数强势上涨1.02%，成分股铁建重工20cm涨停，四方光电上涨16.31%，利元亨上涨7.85%，华锐精密、美 埃科技等个股跟涨。科创机械ETF(588850)上涨1.44%， 冲击5连涨。 东吴证券指出，7月19日，雅鲁藏布江下游水电项目开工。江下游水电项目位于西藏自治区林芝市，工程主要采取截弯取直、隧洞引水的开发方式，建设5座 梯级电站，总投资约1.2万亿元（三峡工程静态投资1353亿元，为雅江项目九分之一），总装机容量规划预计达60GW（三峡水电站22.5GW），预计年发电 量3000亿千瓦时（约为三峡三倍）。据测算，该项目土方量超5亿立方，工程机械需求涵盖大型挖掘机、装载机、矿卡、混凝土机械、路面机械等，有望大 幅拉动国内工程机械需求。 湘财证券指出，据Wind数据，2025年6月我国制造业PMI环比回升0.2pct至49.7%，其中生产、新订单指数已回升至扩张区间，新出口订单、在手订单 ...

Group 1 - The core viewpoint of the news is that a well-known private equity firm, Shenzhen Red Chip Investment, has conducted research on a listed company, Liyuanheng, which specializes in all-solid-state battery solutions [1] - Liyuanheng covers a full range of equipment compatibility for sulfide, oxide, polymer, and halide systems, with core advantages including customized solutions, safety control for sulfides, full-process implementation capabilities, and modular single-machine equipment [1] - The company aims to enhance its multi-technology route compatibility, overcome large-scale production process bottlenecks, and form collaborative solutions across the industrial chain [1] Group 2 - Liyuanheng has secured orders from leading domestic automotive companies and has delivered front-end equipment to clients in the United States, while also advancing cooperation with customers in North America, Southeast Asia, and Europe [1] - As of May 31, 2025, Liyuanheng's total order backlog amounts to 4.921 billion yuan, with a diversified order structure driven by demand for new consumer lithium battery production lines, optimization of customer structure, and intelligent warehousing business [1]

Group 1 - The A-share PET copper foil sector is experiencing a volatile upward trend, with companies like Tongguan Copper Foil and Liyuanheng both rising over 6% [1] - Other companies such as Zhongyi Technology, Shuangxing New Materials, and Sanfu New Materials are also seeing increases in their stock prices [1]

20只科创板股大宗交易平台今日发生交易，合计成交2.45亿元。 证券时报·数据宝统计显示，7月17日共有20只科创板股发生大宗交易，合计成交38笔，累计成交量 745.22万股，成交额合计2.45亿元。 统计显示，成交金额最多的是南模生物，今日大宗交易成交量为155.93万股，成交金额4984.99万元；其 次是九号公司、鸿泉物联，今日大宗交易金额分别为3240.00万元、2221.93万元。 折溢价情况来看，今日出现大宗交易的科创板股中，均为折价成交，大宗交易成交价格相对收盘价折价 率居前的有微芯生物、海天瑞声、国科军工等，折价率分别为15.49%、13.79%、13.13%。 股价表现方面，今日科创50指数上涨0.80%，科创板股中，今日上涨的有458只，占77.76%，今日发生 大宗交易的科创板股平均上涨2.51%，其中，涨幅居前的为利元亨、安杰思、九联科技等，涨幅分别为 8.25%、7.36%、7.05%，跌幅居前的有九号公司、南模生物等，分别下跌1.15%、0.95%。 从参与大宗交易的营业部看，买方或卖方营业部为机构的成交共有11笔，涉及8只股，机构买入金额居 前的为安杰思、九联科技、鸿泉物联等， ...

证券代码：688499 证券简称：利元亨 公告编号：2025-045 广东利元亨智能装备股份有限公司 关于提前归还部分暂时补充流动资金的募集资金的公告 2025 年 7 月 17 日，公司已将上述用于暂时补充流动资金的募集资金 5,400 万元提前归还至募集资金专用账户，并及时将募集资金归还情况通知保荐机构和 保荐代表人。 截至本公告披露日，公司已累计归还临时补充流动资金的募集资金 6,700 万 元，剩余用于暂时补充流动资金的募集资金尚在董事会审议通过的使用期限之内， 公司将在规定到期日之前归还至募集资金专用账户，届时公司将及时履行信息披 露义务。 特此公告。 广东利元亨智能装备股份有限公司董事会 2025年7月17日 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。 广东利元亨智能装备股份有限公司（以下简称"公司"）于 2024 年 10 月 24 日召开第三届董事会第七次会议、第三届监事会第六次会议，审议通过《关 于使用部分闲置募集资金暂时补充流动资金的议案》，同意公司使用部分闲置募 集资金不超过人民币 45,000 ...

Core Viewpoint - The announcement details the change of the continuous supervision sponsor representative for Guangdong Liyuanheng Intelligent Equipment Co., Ltd. from CITIC Securities, ensuring the orderly continuation of supervision work [1]. Group 1: Change of Sponsor Representative - CITIC Securities has issued a letter regarding the replacement of the continuous supervision sponsor representative for the company [1]. - The original representatives were Wang Guowei and Xia Xiaohui, with Xia Xiaohui stepping down due to job changes [1]. - Zheng Xiaoming has been appointed as the new continuous supervision sponsor representative, taking over the responsibilities from Xia Xiaohui [1]. Group 2: Impact on Supervision Work - The change in representatives does not affect the ongoing supervision work by CITIC Securities for the company's initial public offering and convertible bond issuance projects [1]. - The company expresses gratitude to Xia Xiaohui for his contributions during his tenure as the sponsor representative [1]. Group 3: Zheng Xiaoming's Background - Zheng Xiaoming is currently a sponsor representative and registered accountant at CITIC Securities, with a master's degree [2]. - He has participated in various IPO projects, demonstrating a strong background in the field [2]. - Zheng has a good record of compliance with relevant regulations during his practice in sponsorship business [2].

Core Viewpoint - Liyuanheng, a leading high-end new energy equipment manufacturer, emphasizes its commitment to innovation and quality in the solid-state battery sector, aiming to adapt to market changes and enhance operational efficiency [1][3][11]. Group 1: Company Overview - Liyuanheng was founded in 2002 with a small team and has grown to become a prominent player in the high-end new energy equipment manufacturing industry, listed on the STAR Market in 2021 [1]. - The company specializes in providing intelligent factory solutions for various sectors, including new energy, smart logistics, ICT, AI computing power, and automotive components [1]. Group 2: Financial Performance - In 2024, Liyuanheng achieved a revenue of 2.482 billion yuan, with 2.025 billion yuan coming from lithium battery manufacturing equipment, representing a significant portion of the company's total revenue [3]. - The company has experienced a decline in sales and management expenses, with a 26% reduction in operating costs and a 41% decrease in management expenses year-on-year [3][4]. Group 3: Strategic Focus - Liyuanheng has adopted a "practice internal skills strategy" since the second half of 2023, focusing on cost management across various dimensions, including R&D, manufacturing, and after-sales service [4]. - The company maintains a large customer strategy, developing products in collaboration with industry leaders and focusing on high-end capacity, which remains insufficient despite an overall industry slowdown [3]. Group 4: Solid-State Battery Development - Liyuanheng has invested over 12% of its revenue in R&D, enhancing its market competitiveness, particularly in the solid-state battery sector, which is gaining traction in the industry [7]. - The company is one of the early players in the domestic market to offer complete solid-state battery production line solutions, covering key equipment and processes across various solid-state battery technologies [7][8]. Group 5: Global Expansion - Since 2011, Liyuanheng has expanded its operations overseas, establishing subsidiaries and R&D centers in Europe, North America, and the Asia-Pacific region [11]. - The company's global strategy aims to enhance its R&D capabilities, provide localized services during domestic market adjustments, and support long-term growth through a global network [11].