固态电池概念盘中震荡走强，利元亨涨超15%，纳科诺尔、先惠技术、德福科技、铜冠铜箔、万顺新材 跟涨。 本文源自：金融界AI电报 ...

（上接1版） 圆桌座谈环节由中国科学技术大学科技商学院、管理学院执行院长叶强主持。芯原股份董事长戴伟民、 华恒生物董事长郭恒华、拓荆科技董事长吕光泉、利元亨创始人卢家红、和元生物董事长潘讴东、罗曼 股份董事长孙凯君、太力科技董事长石正兵等企业家参与座谈，分享了在强化核心技术攻关、优化公司 治理结构、利用资本市场工具实现跨越式发展等方面的经验与思考。 良好的生态离不开科技创新的源头活水。中国科学技术大学党委常委、副校长傅尧表示，中国科大以制 度创新为先导，率先探索并构建"赋权+转让+约定收益"为核心的科技成果转化新模式；以资本为纽 带，构建"教育—研发—孵化—投资"全链条创新创业生态，推动科技、产业、资本深度融合。中国科大 将继续发挥基础研究深厚、学科交叉融合的优势，聚焦集成电路、人工智能、量子科技、新能源、新材 料等前沿领域，打造更多原始创新成果，并推动其走向"从1到100"的产业化突破，共同构建"资本赋能 科创、科创引领产业"的良性生态，为发展新质生产力、推动高质量发展注入更强的"科大动能"。 中介机构是连接资本与实体经济的桥梁，是市场生态中不可或缺的专业力量。华安证券党委书记、董事 长章宏韬表示，"十四五 ...

惠城播报 南都讯 记者李晓慧 在近日举行的2025年粤港澳大湾区高价值知识产权培育布局大赛中，惠城区企业表 现亮眼，共有7家企业荣获奖项，充分展现了惠城区在知识产权创造与品牌价值提升方面的综合实力。 这些奖项的获得，充分说明惠城区企业的品牌建设、市场转化和商业价值获得了市场的认可。近年来， 惠城区通过精准施策，引导企业将知识产权战略融入发展核心，推动技术创新与品牌建设双轮驱动。这 份亮眼的"成绩单"是惠城区致力于构建"创造、运用、保护、管理、服务"全链条知识产权工作体系的生 动体现。 惠城区市场监管局相关负责人表示，此次大赛成绩是新的起点，接下来将继续优化营商环境，助力企业 培育更多高价值专利和知名品牌，为区域经济高质量发展持续注入强劲的知识产权动能。 本届大赛以"培育高价值知识产权，驱动大湾区共同发展"为主题，共有1558个项目参赛，其中惠城区有 57个参赛项目。经过激烈角逐，惠城区参赛企业凭借卓越的创新能力和高水平的知识产权布局脱颖而 出，取得优异成绩。 其中，惠州雷士光电科技有限公司获得商标类金奖、广东祯州集团有限公司获得商标类银奖、澳宝化妆 品(惠州)有限公司获得商标类优秀奖、广东利元亨智能装备股份有 ...

近日，广东利元亨智能装备股份有限公司在新能源与智能化装备领域迎来一系列突破，展现了其在电池智能装备、具身智能机器人及新兴消费电子电池制 造等多个赛道的综合实力与创新布局。 首先，在核心的电池装备领域，利元亨成功斩获行业头部企业批量电池装配线订单。该订单涵盖超声波焊接机、连接片激光焊接机、顶盖满焊机、密封钉 焊接机、氦检机及高速物流线等关键设备。整线通过设备智能协同实现无缝衔接，规模化应用少人化技术，显著降低长期运营成本。其模块化设计与机电 控软深度协同，大幅提升了产线兼容性并有效缩短换型周期。 值得一提的是，利元亨的激光焊接技术构建了从定制化激光器、光束质量优化、光路稳定调控、光斑精准控制到能量动态匹配与智能控制的全链路技术体 系，并已形成标准化工艺数据库。通过焊前焦点视觉监控与全过程动态监测，全面保障了"零缺陷"交付能力。凭借高综合设备效率（OEE）、高良品率、 高无人化水平及快速换型等核心优势，利元亨正助力头部客户实现经济化、高品质与多样化的生产目标。 与此同时，利元亨在智能化前沿领域积极拓展生态合作。公司与深圳赛博格机器人有限公司正式签署战略合作协议，双方将围绕具身智能机器人在工业场 景的创新应用展开深 ...

二、回购股份的进展情况 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第7号一一回购股份》等相关 规定，公司在回购股份期间，应当在每个月的前3个交易日内公告截至上月末的回购进展情况。现将公 司回购股份进展情况公告如下： 截至2025年11月30日，公司通过上海证券交易所交易系统以集中竞价交易方式累计回购公司股份 1,413,421股，占公司总股本的比例为0.8377%，回购成交的最高价为28.50元/股，最低价为21.97元/股， 支付的资金总额为人民币38,585,686.77元（不含印花税、交易佣金等交易费用）。 本次回购股份符合相关法律法规的规定及公司回购股份方案的要求。 三、其他事项 | 时时方案有次数据主 | 2005/2/28. 山年标控制人,直事长、总裁期应提先生脚议 | | --- | --- | | 印度分常关重要。 | 2005年2月27日-2026年2月26日 | | 照性障负责 | 3,000 J 元-4,000 / 元 | | LORAMB | 口减少使用变水 V用于品工持设计划或以长感觉 | | | 日用于榨换公司可转载 □为恒护公司价值及股东权益 | | 累汗已 ...

Group 1: Core Insights - The report emphasizes that the AI wave is initiating a new cycle in intelligent manufacturing, shifting the investment focus from cyclical fluctuations to "new hard-core" assets that can define the future and support the AI trend [8][9]. - Human-shaped robots are highlighted as the ultimate embodiment of AI intelligence, expected to revolutionize labor liberation and serve as a universal platform for AI interaction with the physical world [9][10]. - The report identifies solid-state batteries as a key technology that will unlock performance ceilings for human-shaped robots and electric vehicles due to their high energy density and safety [9][10]. Group 2: Human-Shaped Robots - The human-shaped robot industry is transitioning from concept validation to commercialization, with companies that have developed product capabilities in key components likely to experience significant valuation increases [13][17]. - The investment strategy focuses on essential hardware components rather than single manufacturers due to the uncertainty in design solutions, creating unique investment opportunities [25][28]. - Key companies to watch in this sector include Xinjie Electric, Huichuan Technology, and Weichuang Electric, which are positioned to benefit from the growth in human-shaped robots [17][30]. Group 3: AI Equipment and Materials - The demand for AI-related infrastructure is surging, leading to significant growth in high-performance servers, GPUs, and advanced PCB requirements [32][36]. - The PCB specialized equipment market is expected to grow from $3.306 billion in 2020 to $4.111 billion in 2024, with a CAGR of 5.60% in China [32][34]. - Key players in the equipment sector include Dazhu CNC and Chip Quik, which are well-positioned to capitalize on the increasing demand for advanced PCB manufacturing [36][40]. Group 4: Solid-State Batteries - The solid-state battery industry is accelerating towards commercialization, with major manufacturers like CATL and Zhongxin Innovation targeting 2027 for small-scale production [9][10]. - The global solid-state battery equipment market is projected to reach ¥107.94 billion by 2030, indicating a significant capital expenditure cycle ahead [9][10]. - Companies such as Lead Intelligent and Hai Moxing are recommended for their potential to benefit from this new capital expenditure cycle [9][10]. Group 5: Controlled Nuclear Fusion - Controlled nuclear fusion is transitioning from experimental phases to industrialization, with significant advancements in research and increased capital investment driving the industry forward [9][10]. - The report suggests focusing on companies involved in nuclear fusion projects, such as Hangyang Co. and Shanghai Electric, which are positioned to gain from this emerging sector [9][10]. - The demand for energy solutions is expected to grow, making nuclear fusion a critical area for investment as it promises to provide sustainable energy sources [9][10]. Group 6: Engineering Machinery - The domestic engineering machinery market is recovering, with excavator sales showing a positive trend, while overseas demand is also increasing due to factors like housing construction and manufacturing sector recovery [6][9]. - Major projects in China, such as the Yaxi Water Conservancy Project and the Xinjiang-Tibet Railway, are expected to boost domestic machinery demand [6][9]. - Key companies in this sector include Sany Heavy Industry, XCMG, and Zoomlion, which are anticipated to benefit from both domestic recovery and international expansion [6][9].

登录新浪财经APP 搜索【信披】查看更多考评等级 2025年12月1日，广东利元亨智能装备股份有限公司（以下简称"广东利元亨"）发布回购股份进展公 告，披露截至2025年11月30日的股份回购实施情况。公告显示，公司已累计回购股份141.34万股，占总 股本比例0.8377%，耗资约3858.57万元，接近回购方案中3000万-4000万元资金总额的下限。 回购方案概况 广东利元亨的本次回购计划始于2025年2月。据公告，公司于2025年2月27日召开第三届董事会第十一次 会议，审议通过回购方案。该方案由公司实际控制人、董事长、总裁周俊雄先生提议，计划使用自有资 金及股票回购专项贷款，通过上海证券交易所集中竞价交易方式回购A股股份，专门用于员工持股计划 或股权激励。 方案明确，回购资金总额区间为不低于3000万元（含）且不超过4000万元（含），回购价格不超过 36.60元/股，实施期限为2025年2月27日至2026年2月26日，共计12个月。 截至11月底回购实施细节 经过近10个月的实施，广东利元亨回购进展显著。公告披露，截至2025年11月30日，公司累计通过集中 竞价交易方式回购股份1,413,42 ...

证券代码：688499 证券简称：利元亨 公告编号：2025-065 广东利元亨智能装备股份有限公司 关于以集中竞价交易方式回购公司股份的进展公告 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： | 回购方案首次披露日 | 2025/2/28，由实际控制人、董事长、总裁周俊雄 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | | 先生提议 | | | | | | | 回购方案实施期限 | 2025 年 2 2 26 日 | 月 | 27 | 日~2026 | 年 | 月 | | 预计回购金额 | 3,000万元~4,000万元 | | | | | | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 □用于转换公司可转债 | | | | | | | 累计已回购股数 | □为维护公司价值及股东权益 1,413,421股 | | | | | | | 累计已回购股数占总股本比例 | 0.8377% | | | | | | | 累计已回购金 ...

格隆汇12月1日丨利元亨(688499.SH)公布，截至2025年11月30日，公司通过上海证券交易所交易系统以 集中竞价交易方式累计回购公司股份141.34万股，占公司总股本的比例为0.8377%，回购成交的最高价 为28.50元/股，最低价为21.97元/股，支付的资金总额为人民币3858.57万元（不含印花税、交易佣金等 交易费用）。 ...

Core Insights - The report highlights strong growth in China's new energy vehicle (NEV) production and sales, with October figures showing a year-on-year increase of 21.1% in production and 20% in sales. Cumulatively, from January to October, production and sales reached 13.015 million and 12.943 million units, reflecting growth of 33.1% and 32.7% respectively [1][2]. Industry Overview - The supply side is characterized by continuous new product launches from battery and main engine manufacturers, while demand feedback remains positive. Government policies are also increasingly supportive [2]. - The industry has experienced significant price declines, but the supply-demand balance is improving, with companies actively optimizing capacity and supply to stabilize prices and protect profitability [2]. - Overall, the industry is at a price bottom, with signs of stabilization and recovery. Certain segments, such as lithium carbonate and lithium hexafluorophosphate, are seeing strong demand and tight supply, leading to price increases [2]. Investment Strategy - The report maintains a "recommended" rating for the NEV industry, emphasizing the continued support from policies and marginal improvements in supply-demand structure. It anticipates a price recovery in the industry chain by 2025 [2]. - The focus is on selecting high-quality companies that are expected to deliver excess returns, particularly in areas such as robotics, solid-state batteries, battery materials, and liquid cooling technologies [2]. Key Companies and Directions - Key materials include companies like CATL, Shangtai Technology, and Hunan Youneng [3]. - New directions for investment include robotics (Zhejiang Rongtai), liquid cooling (Qiangrui Technology, Shenling Environment, Feirongda, Jieban Technology), solid-state batteries (Shenzhen Xinxing, Haopeng Technology, Nakanor, Liyuanheng), and autonomous driving (Ruiming Technology) [3]. Market Performance - The NEV index, lithium battery index, fuel cell index, charging pile index, and energy storage index saw weekly changes of +3.31%, +5.18%, +4.41%, +4.80%, and +4.79% respectively [4]. - Notable company performances include Haike New Energy, Penghui Energy, and Jinyinhai, which saw increases of 48.6%, 23.0%, and 22.1% respectively. Conversely, companies like Shen Zhonghua A and Haimeixing experienced declines of 16.5% and 6.5% [4]. Price Dynamics - Lithium prices have shown upward trends, with lithium carbonate priced at 93,800 CNY/ton (up 1.5%), lithium hydroxide at 82,100 CNY/ton (up 1.0%), and LME nickel at $14,700/ton (up 2.7%) [5]. - Other materials such as lithium iron phosphate and various battery components have also seen price increases, indicating a tightening supply situation [5]. Industry Developments - A significant development includes GAC's establishment of China's first large-capacity all-solid-state battery production line, marking a milestone in the industry [6].