证券代码：688499 证券简称：利元亨 公告编号：2025-061 广东利元亨智能装备股份有限公司 关于使用部分闲置募集资金暂时补充流动资金的公告 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。 二、募集资金投资项目情况 根据《广东利元亨智能装备股份有限公司向不特定对象发行可转换公司债券募集 说明书》及《广东利元亨智能装备股份有限公司关于拟调整部分募集资金投资项目投 入募集资金金额的公告》（公告编号：2022-086），公司可转债募集资金投资项目的具 体情况如下表所示： 1 单位：万元人民币 | 序号 | 项目名称 | 投资总额 | 拟投入募集资金 | | --- | --- | --- | --- | | 1 | 锂电池前中段专机及整线成套装备 产业化项目 | 114,939.87 | 68,993.44 | | 2 | 补充流动资金 | 25,000.00 | 25,000.00 | | | 合计 | 139,939.87 | 93,993.44 | 截至2025年6月30日，公司可转债募集资金已使用50,757.2 ...

广东利元亨智能装备股份有限公司 2025 年第三季度报告 证券代码：688499 证券简称：利元亨 广东利元亨智能装备股份有限公司 2025 年第三季度报告 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。 重要内容提示： 公司董事会及董事、高级管理人员保证季度报告内容的真实、准确、完整，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。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告中财务信息 的真实、准确、完整。 第三季度财务报表是否经审计 □是 √否 一、主要财务数据 （一） 主要会计数据和财务指标 单位：元 币种：人民币 | | | 本报告期比上 | 年初至报告期末 | | | --- | --- | --- | --- | --- | | 项目 | 本报告期 | 年同期增减变 | 年初至报告期末 | 比上年同期增减 | | | | 动幅度(%) | | 变动幅度(%) | | 营业收入 | 895,155,716.45 | 90.63 | 2,424,161,292.5 ...

Core Insights - The company reported a third-quarter revenue of 895 million yuan, representing a year-on-year increase of 90.63% [1] - The net profit for the third quarter was 14.08 million yuan [1] - For the first three quarters, the total revenue reached 2.424 billion yuan, showing a year-on-year growth of 4.37% [1] - The net profit for the first three quarters amounted to 47.49 million yuan [1]

Core Viewpoint - 联芸科技 reported a revenue of 921 million yuan for the first three quarters, reflecting a year-on-year growth of 11.59% [1] - The net profit attributable to shareholders reached 90.06 million yuan, marking a year-on-year increase of 23.05% [1] - The net profit after deducting non-recurring gains and losses was 62.14 million yuan, showing a significant year-on-year growth of 141.76% [1] - The basic earnings per share stood at 0.20 yuan [1] Financial Performance - Revenue for the first three quarters: 921 million yuan, up 11.59% year-on-year [1] - Net profit attributable to shareholders: 90.06 million yuan, up 23.05% year-on-year [1] - Net profit after deducting non-recurring items: 62.14 million yuan, up 141.76% year-on-year [1] - Basic earnings per share: 0.20 yuan [1]

Group 1 - The core viewpoint of the article is that Lianyun Technology (688499.SH) reported a revenue of 921 million yuan for the first three quarters, reflecting a year-on-year growth of 11.59% [1] - The net profit attributable to shareholders of the listed company reached 90.06 million yuan, showing a year-on-year increase of 23.05% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 62.14 million yuan, which represents a significant year-on-year growth of 141.76% [1] - The basic earnings per share stood at 0.20 yuan [1]

证券代码：688499 证券简称：利元亨 公告编号：2025-060 广东利元亨智能装备股份有限公司 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、准确性和完整性承担法律责任。 重要内容提示： 会议召开时间：2025 年 10 月 24 日（星期五）16:00-17:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 10 月 17 日（星期五）至 10 月 23 日（星期四）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 （ir@liyuanheng.com）进行提问。公司将在说明会上对投资者普遍关注的问题 进行回答。 广东利元亨智能装备股份有限公司（以下简称"公司"）将于 2025 年 10 月 21 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 ...

证券代码：688499 证券简称：利元亨 公告编号：2025-059 广东利元亨智能装备股份有限公司 2025 年 6 月 19 日，公司已将上述用于暂时补充流动资金的募集资金 1,300 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。具体内容详见公司于 2025 年 6 月 20 日在上海证券交易所网站 （www.sse.com.cn）披露的《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》（公告编号：2025-041）。 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。具体内容详见公司于 2025 年 7 月 18 日在上海证券交易所网站 （www.sse.com.cn）披露的《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》（公告编号：2025-045）。 2025 年 10 月 15 日，公司已将上述剩余用于暂时补充流动资金的募集资金 38,300 万元归还至募集资金专用账户 ...

Investment Rating - The report maintains an "Overweight" rating for the lithium battery industry, expecting the industry index to outperform the market index by over 10% in the next six months [5]. Core Insights - In September 2025, the production and sales of new energy vehicles (NEVs) reached historical highs, with production and sales of 1.617 million and 1.604 million units respectively, representing year-on-year growth of 23.7% and 24.6%, and month-on-month growth of 16.25% and 14.98% [4]. - The penetration rate of NEVs in September was 49.7%, up 0.9 percentage points month-on-month, while the year-to-date penetration rate was 46.1% [4]. - Battery sales also saw significant growth, with total battery production reaching 151.2 GWh in September, a month-on-month increase of 8.3% and a year-on-year increase of 35.4% [4]. - The report highlights strong demand for energy storage in both domestic and international markets, with leading battery companies operating at full capacity [4]. Summary by Sections New Energy Vehicle Market - In September 2025, NEV sales reached 1.604 million units, with pure electric vehicle sales at 1.058 million units, showing a year-on-year increase of 36.4% [4]. - Year-to-date NEV sales totaled 11.224 million units, with pure electric vehicles accounting for 7.22 million units, reflecting a year-on-year growth of 44.7% [4]. Battery Production and Sales - In September, the total battery sales were 146.5 GWh, with power batteries accounting for 110.5 GWh, representing 75.5% of total sales [4]. - The report notes that the export of batteries in September was 26.7 GWh, with power batteries making up 17.6 GWh of that total [4]. Investment Recommendations - The report suggests focusing on leading companies in the lithium battery supply chain, particularly those with technological and production advantages in solid-state electrolytes and new materials [4]. - Key companies to watch include CATL, EVE Energy, and others that are actively developing solid-state battery technologies [4].

Core Viewpoint - China's export control on lithium batteries and key materials is set to take effect on November 8, 2025, targeting products with energy density ≥300Wh/kg, which includes critical production technologies and materials [1][12]. Industry Impact - The announcement has led to significant market reactions, with major companies like CATL and Yiwei Lithium Energy experiencing stock declines of 6.82% and 10.96% respectively on October 10 [3]. - The Shenwan Battery Index fell over 4% after three consecutive trading days of decline following the announcement [3]. Company Responses - Companies like Siengda Intelligent and Liyuanheng stated that the new policy's impact on their overall business is minimal, as their overseas orders primarily come from domestic battery manufacturers, which are not subject to the new controls [5][6]. - Rongbai Technology emphasized that the policy is a regulation rather than a prohibition, and it mainly affects products related to semi-solid and solid-state batteries, which do not significantly impact their supply [6][11]. - Companies such as Dingsheng Technology noted that their exports mainly consist of multi-element positive materials, which are not included in the control scope [7]. Market Dynamics - The Chinese lithium battery industry is projected to produce 1170 GWh in 2024, with a total industry output value exceeding 1.2 trillion yuan, reflecting a 24% year-on-year growth [9]. - China supplies approximately 90% of the global lithium battery market, making exports a crucial part of capacity digestion [9]. Long-term Outlook - The export control is expected to reshape the global lithium battery industry landscape, shifting focus from capacity to high-end technology [11]. - The policy may lead to increased emphasis on the domestic market and accelerate the application of high-end battery technologies within China [12].

Core Viewpoint - China's export control on lithium batteries and key materials is set to take effect on November 8, 2025, targeting high-energy-density batteries and critical production equipment, which reflects a shift towards high-end technology in the lithium battery industry [1][10]. Industry Impact - The new regulations have triggered a market reaction, with significant declines in stock prices for major lithium battery companies, including a 6.82% drop for CATL and a 10.96% drop for EVE Energy on October 10 [4][6]. - The Shenwan Battery Index fell over 4% after three consecutive trading days of decline, indicating market concerns about the impact of export restrictions [4][9]. Company Responses - Several companies, including Siengda Intelligent and Rongbai Technology, have stated that the new policy will have a minimal impact on their operations, as their primary overseas orders do not fall under the restricted categories [6][7]. - Companies like Dingsheng Technology emphasized that their exports mainly consist of materials not affected by the new regulations, suggesting a focus on domestic markets moving forward [7][9]. Market Dynamics - The Chinese lithium battery industry has a significant production capacity, with a total output expected to reach 1,170 GWh in 2024, a 24% increase year-on-year, and an industry value exceeding 1.2 trillion yuan [9]. - China supplies approximately 90% of the global lithium battery market, making export a crucial aspect of capacity utilization [9]. Long-term Outlook - The export control is seen as a strategic move to maintain China's leading position in high-end battery technology, potentially reshaping the global supply chain and encouraging domestic market focus [10]. - Analysts suggest that while there may be short-term market adjustments, the long-term implications could favor Chinese companies in the high-end battery sector [10].