Group 1 - Guangdong has steadily developed its high-end equipment manufacturing industry, supporting the construction of the Guangzhou-Shenzhen-Foshan-Dongguan intelligent equipment industry cluster, which enhances regional collaboration, enterprise innovation capabilities, and optimizes the industrial chain [1] - The province has cultivated a number of industry-leading enterprises with international influence and proprietary brand value, creating prominent high-end equipment manufacturing bases [1] - In 2024, the operating income of Guangdong's high-end equipment manufacturing industry cluster is projected to reach 390.57 billion yuan, with a total profit of 18.87 billion yuan, and an added value growth of 6.4% year-on-year [1]

Group 1 - Chinese new energy companies are expanding overseas, creating job opportunities and driving local industrial upgrades [1][3] - Companies like EVE Energy and Guangdong Liyuanheng are leveraging their complete industrial chains and technological innovations to enhance their global competitiveness [1][2] - EVE Energy's revenue increased by approximately 30% year-on-year in Q1, with expectations for stable growth throughout the year [1] Group 2 - EVE Energy has established a sales network in 18 countries and is building wholly-owned factories in Malaysia and Hungary to enhance local operations and supply chain resilience [1][3] - Guangdong Liyuanheng has secured significant orders and expanded into international markets, with an order backlog of 4.921 billion RMB as of May [2] - The establishment of EVE Energy's factories is expected to create around 2,000 jobs in Malaysia and 1,000 jobs in Hungary, contributing to local economic development [3]

Core Viewpoint - The article highlights how Guangdong Liyuanheng Intelligent Equipment Co., Ltd. (Liyuanheng) attracts top talent like Jing Peng through its unique corporate culture, advanced technology research platforms, and broad career development opportunities [1][5]. Company Overview - Liyuanheng, founded in 2014, is a leading global enterprise in the new energy equipment sector, focusing on the research, production, and sales of intelligent equipment [5]. - The company provides comprehensive smart factory solutions for major industries including lithium batteries, energy storage, solid-state batteries, and hydrogen energy [5]. - Liyuanheng has over 20 subsidiaries or offices worldwide, serving Fortune 500 companies and leading enterprises across various sectors [5]. Talent Attraction and Development - The company emphasizes a culture of "technology-based enterprise" and "practicing internal skills," which resonates with employees like Jing Peng [6][8]. - Liyuanheng has established a national postdoctoral workstation and offers significant support for postdoctoral talents, including a 300,000 yuan settlement subsidy for those relocating to Huizhou [8][10]. - The company boasts a research team of over 1,600 high-level talents, including academicians and PhDs, making up about 30% of its total workforce [10]. Research and Funding - Liyuanheng provides substantial research funding, including millions for postdoctoral researchers, covering expenses such as facilities, equipment, and personnel [9][10]. - The company collaborates with universities for talent development, ensuring students gain practical experience and can quickly integrate into the company post-graduation [10].

Market Performance - The Sci-Tech Innovation Board (STAR Market) index fell by 0.57%, closing at 989.97 points, with a total trading volume of 3.251 billion shares and a turnover of 114.114 billion yuan, resulting in a weighted average turnover rate of 1.84% [1] - Among the tradable stocks on the STAR Market, 149 stocks closed higher, with 5 stocks rising over 10%, including Xinan Century and Huachuang Technology, which hit the daily limit [1] - A total of 429 stocks closed lower, with 1 stock declining over 10% [1] Turnover Rate Analysis - The distribution of turnover rates shows that 2 stocks had turnover rates exceeding 20%, 19 stocks had rates between 10% and 20%, and 62 stocks had rates between 5% and 10% [1] - The highest turnover rate was for Huasheng Lithium Battery at 23.52%, closing up by 6.09%, with a transaction amount of 512 million yuan [1] - Other notable stocks with high turnover rates include Xinyu Ren at 22.71% (closing down 0.63%) and Shengke Nano at 19.29% [1] Sector Performance - Among stocks with turnover rates exceeding 5%, 46 stocks rose, with the highest increases from Xinan Century (20.02%), Huachuang Technology (19.99%), and Nanmo Biology (10.53%) [2] - The sectors with the most stocks exceeding a 5% turnover rate were electronics (20 stocks), followed by computer and defense industries with 17 and 11 stocks, respectively [2] Capital Flow - In terms of capital flow, 44 stocks with high turnover rates saw net inflows from main funds, with significant inflows into Xinan Century (78.4476 million yuan), Huachuang Technology (62.4199 million yuan), and Haooubo (62.1777 million yuan) [2] - Conversely, stocks with the largest net outflows included Guokai Military Industry (134 million yuan), Liyuanheng (127 million yuan), and Yingshi Innovation (124 million yuan) [2] Leverage Fund Movements - A total of 46 stocks with high turnover rates received net purchases from leveraged funds, with notable increases in financing balances for Juxin Technology (128 million yuan), Yingshi Innovation (84.5376 million yuan), and Huafeng Technology (70.1917 million yuan) [2] - Stocks with the largest decreases in financing balances included Zhongwu Drone (69.032 million yuan), Lais Information (49.6791 million yuan), and Changyang Technology (43.9972 million yuan) [2]

证券代码：688499 证券简称：利元亨 公告编号：2025-042 广东利元亨智能装备股份有限公司 股票交易异常波动公告 本公司董事会及全体董事保证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。 ● 公司股票价格短期波动幅度较大，敬请广大投资者注意二级市场交易风 险，理性决策，审慎投资。 一、股票交易异常波动的具体情况 重要内容提示： ● 广东利元亨智能装备股份有限公司（以下简称"公司"）股票交易连续 三个交易日（2025 年 6 月 23 日、2025 年 6 月 24 日、2025 年 6 月 25 日）内收 盘价格涨幅偏离值累计达到 30%。根据《上海证券交易所交易规则》《上海证券 交易所科创板股票异常交易实时监控细则》的有关规定，属于股票交易异常价格 波动情形。 ● 经公司自查，并向控股股东及实际控制人核实，截至本公告披露日，公 司及控股股东、实际控制人不存在应披露而未披露的重大信息。 公司股票交易连续三个交易日（2025 年 6 月 23 日、2025 年 6 月 24 日、2025 年 6 月 25 日）内收盘价格涨幅偏离值累计达到 3 ...

关于《广东利元亨智能装备股份有限公司股票交易异 常波动询证函》的回函 广东利元亨智能装备股份有限公司： 贵公司发出的《广东利元亨智能装备股份有限公司股票交易异常波动询证 函》已收悉，经认真自查核实，现将有关问题回复如下： 一、截至目前，本公司不存在涉及贵公司的应披露而未披露的重大信息； 二、截至目前，本公司不存在处于筹划阶段的涉及本公司的重大事项，包括 但不限于筹划并购重组、股份发行、债务重组、业务重组、资产剥离和资产注入 等重大事项； 三、在本次股票交易异常波动期间，本公司不存在买卖贵公司股票的情形。 控股股东: 惠州市利元享投资有限公司 20万年 6月 5日 特此函复。 （本页以下无正文） (本页无正文,为控股股东《<关于广东利元亨智能装备股份有限公司股票交易 异常波动的询证函>的回函》之签署页) 关于《广东利元亨智能装备股份有限公司股票交易异 常波动询证函》的回函 广东利元亨智能装备股份有限公司： 贵公司发出的《广东利元亨智能装备股份有限公司股票交易异常波动询证 函》已收悉，经认真自查核实，现将有关问题回复如下： 一、截至目前，本人不存在涉及贵公司的应披露而未披露的重大信息； 二、截至目前，本人不存在处 ...

Market Overview - The net inflow of main funds in the Shanghai and Shenzhen markets reached 17.211 billion yuan, with the Sci-Tech Innovation Board seeing a net inflow of 513 million yuan [1] - A total of 272 stocks experienced net inflows, while 316 stocks faced net outflows [1] Sci-Tech Innovation Board Performance - On the Sci-Tech Innovation Board, 527 stocks rose, with two stocks, Liyuanheng and Huasheng Lithium Battery, hitting the daily limit, while 59 stocks declined [1] - The top three stocks with the highest net inflow of main funds were Hanwujing (381 million yuan), Haiguang Information (245 million yuan), and Liyuanheng (82.726 million yuan) [1][2] Continuous Fund Flow - There are 53 stocks that have seen continuous net inflows for more than three trading days, with Sanyou Medical leading at nine consecutive days [2] - The stock with the longest continuous net outflow is Bohui Technology, which has seen outflows for 23 consecutive trading days [2] Top Fund Inflows - The top stocks by net inflow include: - Hanwujing: 380.9 million yuan, with a 6.91% increase [2] - Haiguang Information: 245 million yuan, with a 2.67% increase [2] - Liyuanheng: 82.726 million yuan, with a 20.01% increase [2] Fund Flow Statistics - The data shows a significant number of stocks with varying inflow rates and performance, indicating diverse investor interest across the Sci-Tech Innovation Board [2][3][4][5][6][7][8]

Industry Overview - The 2025 Hangzhou International Humanoid Robot and Robotics Technology Exhibition has opened in Hangzhou, focusing on "Humanoid Robots Empowering New Industrialization" and attracting nearly 300 well-known companies showcasing cutting-edge technologies and innovative products, including Tesla, Yushu, and Alibaba Cloud [1] Tesla's Developments - Elon Musk revealed that Tesla is fully committed to developing the third-generation Optimus humanoid robot, indicating rapid advancements in Tesla's humanoid robot sector. Since the launch of the Optimus project in 2021, Tesla has successfully released two generations of products and has extensively tested them in internal manufacturing facilities, accumulating significant practical data [2] - The second-generation Optimus has seen a comprehensive performance upgrade, with a weight reduction of approximately 9.98 kg, a 30% increase in walking speed, and an increase in hand dexterity to 22 degrees of freedom. The neck's range of motion has also significantly expanded, and advanced sensors and actuators have improved balance and movement capabilities [2] - Although detailed information about the third-generation Optimus has not been fully disclosed, Musk's statements suggest significant breakthroughs in coordination and complex task execution capabilities are expected. Tesla is actively preparing for large-scale production of the third-generation robot, with an anticipated output of 100,000 units or more by 2026 [2] Investment Opportunities - Xiangcai Securities pointed out that Tesla's rapid development in humanoid robots and large-scale production plans present significant opportunities for the related industry chain. Investors are advised to focus on hardware supply chain companies that produce core components such as high-precision reducers, high-performance motors, and dexterous robotic hands, as well as suppliers of key sensors [3] - Companies experienced in industrial automation and capable of providing factory integration solutions are also worth monitoring. Additionally, AI and software technology providers, particularly those specializing in robotic operating systems, task planning, and human-robot interaction software development, are potential investment hotspots [3] Market Performance - The humanoid robot concept saw strong market performance on the 24th, with stocks such as Liyuanheng hitting a 20% limit up, Jiangsu Leili rising nearly 17%, and other companies like Zhaomin Technology and Hanwei Technology increasing by approximately 14% [4]

会议预告 会议时间： 2025年7月8日-9日 会议地点： 中国 成都 邛崃 "在液态与固态之间，有一道制造鸿沟"，利元亨研究院院长杜义贤博士在2025高工固态电池技术 与应用峰会上如是说。 在全固态电池的产业化过程中，"界面问题"被公认为最大的工艺难点。杜义贤将其细分为两类： 其一是 同种材料之间的界面致密度不足 ，电极或电解质内部孔隙率高，导致离子传输受阻；其二 是 不同材料层之间的结合性差 ，如电极与电解质膜贴合不牢，容易在循环中剥离。 不仅有前段材料成膜和复合的界面问题。往后的 中段 ，叠片环节又引发新的结构风险。全固态电 池取消隔膜，材料在高压下易在边缘变形，导致短路。再到 后段 ，全固态电池化成分容的压力需 求激增，需施加10-30MPa压力，液态电池仅需0.1-1MPa。 第十八届高工锂电产业峰会 ——产业链格局重整 全场景应用共振 2025高工新能源新材料产业大会 —— 新材料·新动能·新生态 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 总冠名： 英联复合集流体 利元亨基于对全固态电池工艺的研究， 明确了四大关键工艺节点：高压致密化、电解质与电极片 的复合、极片封装与绝缘、高压 ...

Core Viewpoint - Liyuanheng (688499.SH) reported a significant increase in losses for 2024, with a net profit loss of 1.044 billion yuan, a 455% increase from the previous year's loss of 188 million yuan, and a revenue decline of 50.30% to 2.482 billion yuan, primarily due to reduced demand in the domestic new energy market and extended delivery cycles [2][3]. Financial Performance - In 2024, Liyuanheng achieved a revenue of 2.482 billion yuan, a decrease of 50.30% year-on-year, and a net profit loss of 1.044 billion yuan compared to a loss of 188 million yuan in the previous year [3]. - The company's gross profit margin for 2024 was 7.77%, down 18.67 percentage points from the previous year [3]. - In Q1 2025, Liyuanheng showed signs of recovery with a revenue of 715 million yuan, a 6% decline year-on-year, and a net profit of 12.82 million yuan, reversing the loss from Q1 2024 [4]. Market Conditions - The decline in performance is attributed to a slowdown in the domestic new energy market, a decrease in order volume, and extended delivery and acceptance cycles [3][7]. - Increased competition in the power lithium battery equipment market has led to price concessions during bidding, further impacting revenue and gross margin [3]. Order and Client Dynamics - As of May 31, 2025, Liyuanheng had an order backlog of 4.921 billion yuan, with a significant portion coming from well-known domestic and international lithium battery manufacturers [4]. - The proportion of consumer lithium equipment orders increased to 32.21%, reflecting a recovery in demand in the consumer electronics market [4][5]. Accounts Receivable Issues - As of December 31, 2024, Liyuanheng's accounts receivable amounted to 1.602 billion yuan, with the top five clients accounting for 71.53% of this total [6]. - The aging of accounts receivable is concerning, with 54.93% of the balance being overdue by 1-2 years, leading to a higher bad debt provision of 3.65 billion yuan [6][8]. Financial Strategy and Measures - To address liquidity issues, Liyuanheng increased bank borrowings, resulting in financial expenses of 99.58 million yuan in 2024, a 50.62% increase from 2023 [8]. - The company has implemented measures to improve cash flow, including establishing a communication mechanism with clients to expedite payment processes [8].