登录新浪财经APP 搜索【信披】查看更多考评等级 关于实际控制人及其一致行动人权益变动触及1%刻度暨减持结果公告 本次减持计划实施前，深圳市联赢激光股份有限公司（以下简称"公司"）实际控制人牛增强先生直接持 有公司股份12,926,646股，占公司总股本的比例为3.79%。上述股份中250,000股为股权激励取得，其余 来源于公司首次公开发行前持有的股份，且已于2023年7月5日解除限售并上市流通。 ● 减持计划的实施结果情况 2025年11月11日，公司披露了《深圳市联赢激光股份有限公司实际控制人减持股份计划公告》（公告编 号：2025-032），公司实际控制人牛增强先生计划通过集中竞价交易及大宗交易等方式减持合计不超过 3,000,000股，占公司总股本的比例不超过0.88%。 公司于近日收到实际控制人牛增强先生出具的《关于实际控制人及其一致行动人权益变动触及1%刻度 暨减持股份结果的告知函》。牛增强先生于2025年12月3日至12月17日通过集中竞价方式累计减持公司 股份3,000,000股，实际控制人及其一致行动人合计持有公司股份的比例由14.64%减少至13.76%。截至 本公告披露日，本次减持计划 ...

格隆汇12月18日丨联赢激光(688518.SH)公布，公司于近日收到实际控制人牛增强先生出具的《关于实 际控制人及其一致行动人权益变动触及 1%刻度暨减持股份结果的告知函》。牛增强先生于2025年12月 3日至12月17日通过集中竞价方式累计减持公司股份300万股，实际控制人及其一致行动人合计持有公司 股份的比例由14.64%减少至13.76%。截至本公告披露日，本次减持计划已实施完毕。 ...

格隆汇12月18日丨联赢激光(688518.SH)公布，公司于近日收到实际控制人牛增强先生出具的《关于实 际控制人及其一致行动人权益变动触及 1%刻度暨减持股份结果的告知函》。牛增强先生于2025年12月 3日至12月17日通过集中竞价方式累计减持公司股份300万股，实际控制人及其一致行动人合计持有公司 股份的比例由14.64%减少至13.76%。截至本公告披露日，本次减持计划已实施完毕。 ...

证券代码：688518 证券简称：联赢激光 公告编号：2025-033 深圳市联赢激光股份有限公司 关于实际控制人及其一致行动人权益变动触及 1% 本公司董事会、全体董事及相关股东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： 实际控制人持股的基本情况 本次减持计划实施前，深圳市联赢激光股份有限公司（以下简称"公司"） 实际控制人牛增强先生直接持有公司股份 12,926,646 股，占公司总股本的比例 为 3.79%。上述股份中 250,000 股为股权激励取得，其余来源于公司首次公开发 行前持有的股份，且已于 2023 年 7 月 5 日解除限售并上市流通。 减持计划的实施结果情况 2025 年 11 月 11 日，公司披露了《深圳市联赢激光股份有限公司实际控制 人减持股份计划公告》（公告编号：2025-032），公司实际控制人牛增强先生计划 通过集中竞价交易及大宗交易等方式减持合计不超过 3,000,000 股，占公司总股 本的比例不超过 0.88%。 公司于近日收到实际控制人牛增强先生出具的《关于实际控制人及其一致行 动 ...

联赢激光公告，公司实际控制人牛增强于2025年12月3日至12月17日通过集中竞价方式累计减持公司股 份300万股，减持价格区间为21.84～23.31元/股，减持总金额为6780.5万元，减持比例为0.88%。减持 后，实际控制人牛增强及其一致行动人合计持有公司股份的比例由14.64%减少至13.76%。 ...

Core Insights - The report highlights a recovery in the lithium battery equipment sector driven by traditional lithium battery expansion and the surge in energy storage demand, with expectations for a new cycle of prosperity in 2026 as solid-state battery technology approaches commercialization [1][2]. Group 1: 2025 Review - The lithium battery equipment sector saw a significant stock price increase of 98.60% from January 1, 2025, to December 15, 2025, outperforming the CSI 300 and ChiNext indices [11]. - The recovery in the lithium battery sector is attributed to a surge in energy storage demand, driven by supportive policies, overseas market growth, and new application scenarios [14][19]. - The sector's performance is expected to continue improving as downstream battery manufacturers resume operations and expand production [19][23]. Group 2: 2026 Outlook - The solid-state battery industry is nearing a critical commercialization point, with equipment and material breakthroughs anticipated to create new demand for production equipment [3][28]. - The solid-state battery equipment market is projected to reach 59.216 billion yuan by 2030, with a compound annual growth rate (CAGR) of 103% from 2024 to 2030 [46][49]. - Key players in the lithium battery equipment sector include leading companies such as XianDiao Intelligent, Winbond Technology, and others, focusing on various segments of the production process [3][48]. Group 3: Investment Recommendations - The report suggests focusing on companies that are well-positioned in the equipment supply chain, particularly those involved in solid-state battery production and related technologies [3][48]. - The investment strategy emphasizes the "shovel seller" logic, where companies providing essential equipment for the solid-state battery industry are expected to benefit significantly as the market expands [3][48].

| 代码 | 简称 | 今日涨跌 | 今日换手 | 5日均线 | 10日均线 | 5日较10日均线 | 最新价 | 较10日均线乖 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | （%） | 率（%） | （元） | （元） | 距离（%） | （元） | 离率（%） | | 300250 | 初灵 | -6.37 | 11.94 | 28.33 | 28.78 | -1.55 | 25.30 | -12.08 | | | 信息 | | | | | | | | | 002474 | 榕基 软件 | -1.83 | 10.53 | 10.81 | 10.96 | -1.40 | 10.21 | -6.83 | | 603950 | 长源 | -1.09 | 0.41 | 29.90 | 30.28 | -1.25 | 29.04 | -4.09 | | | 东谷 | | | | | | | | | 000020 | 深华 发A | -2.80 | 3.25 | 16.01 | 16.19 | -1.12 | 14.90 | -7.9 ...

Core Insights - The rapid development of the electric vehicle industry in China has significantly increased the demand for lithium battery intelligent equipment, with the market size growing from 27.5 billion yuan in 2020 to 72.2 billion yuan in 2022. However, a slowdown in downstream market demand is expected to reduce the market size to 20.2 billion yuan in 2024, before recovering to 26 billion yuan in 2025 due to increased production rates from leading battery companies [1][7]. Industry Overview - Lithium battery intelligent equipment integrates advanced technologies such as AI, IoT, big data, and automation to enhance the efficiency and digitalization of the entire lithium battery production process [2]. - The production process is divided into three stages: front-end (electrode preparation), mid-stage (cell assembly), and back-end (testing and packaging), with intelligent equipment corresponding to each critical stage [4]. Industry Policies - The Chinese government has implemented various policies to promote the transformation and high-quality development of the lithium battery intelligent equipment industry, including the "Action Plan for Promoting Large-Scale Equipment Updates" and the "High-Quality Development Action Plan for New Energy Storage Manufacturing" [2]. Market Dynamics - The global lithium battery intelligent equipment market grew from $6.524 billion in 2020 to $17.811 billion in 2022. However, it is projected to decline in 2023-2024 due to changes in terminal market demand. Recovery is expected in 2025, with the market size reaching $10.882 billion [5][6]. - In 2024, China is expected to account for 34.1% of the global market, with significant contributions from the Asia-Pacific region, Europe, and North America [5]. Application Segments - In 2024, the application of lithium battery intelligent equipment is primarily in the electric vehicle sector (68%), followed by consumer electronics (17%) and energy storage (13%) [7]. Competitive Landscape - The competitive landscape of the lithium battery intelligent equipment industry in China is characterized by a leading player, XianDao Intelligent, followed by strong competitors like YingHe Technology and HuaZi Technology. The market is also populated by numerous small and medium-sized enterprises [8][10]. - XianDao Intelligent holds a significant market share due to its comprehensive product line and strong R&D capabilities, while other companies focus on specific segments and maintain competitive advantages through technology and customer service [8]. Development Trends - Future trends in the lithium battery intelligent equipment industry include the evolution towards integrated "turnkey" solutions, deep integration with AI and industrial big data, and the adoption of flexible and modular designs to adapt to rapid technological changes and market fluctuations [11][12][13].

证券日报网讯12月4日，联赢激光在互动平台回答投资者提问时表示，为确保信息披露的公平性，公司 将在定期报告中统一公布股东人数相关信息。 ...

证券日报网讯12月4日，联赢激光在互动平台回答投资者提问时表示，公司具备激光器研发生产能力， 产品涵盖YAG激光器、光纤激光器、半导体激光器、复合激光器等。上述产品已经实现国产替代，公 司在日本有子公司，在日本销售联赢品牌的激光器及设备，客户包括松下、丰田、本田企业。 ...