Core Viewpoint - Lianying Laser experienced a decline of 5.02% on October 16, with a stock price of 23.09 yuan per share and a total market capitalization of 7.881 billion yuan [1] Company Overview - Lianying Laser, established on September 22, 2005, and listed on June 22, 2020, is located in Shenzhen, Guangdong Province. The company specializes in the research, production, and sales of precision laser welding machines and automated laser welding equipment [1] - The revenue composition of Lianying Laser includes: 59.01% from automated laser welding equipment, 19.69% from workbenches, 13.61% from other sources, and 7.69% from lasers and laser welding machines [1] Fund Holdings - According to data, one fund under Yinhua Fund has a significant holding in Lianying Laser. The 2000 Enhanced ETF (159555) held 22,800 shares in the second quarter, accounting for 1.01% of the fund's net value, ranking as the fifth-largest holding [2] - The 2000 Enhanced ETF has a current scale of 46.2393 million yuan and has achieved a year-to-date return of 42.28%, ranking 866 out of 4,218 in its category [2] Fund Manager Information - The fund managers of the 2000 Enhanced ETF are Zhang Kai and Zhang Yichi. Zhang Kai has a tenure of 12 years and 340 days, managing assets totaling 1.573 billion yuan, with the best fund return of 130.54% during his tenure [3] - Zhang Yichi has a tenure of 4 years and 146 days, managing assets of 7.781 billion yuan, with the best fund return of 52.8% during his tenure [3]

从基金十大重仓股角度 数据显示，兴证全球基金旗下1只基金位居联赢激光十大流通股东。兴全商业模式混合(LOF)A （163415）二季度新进十大流通股东，持有股数359.05万股，占流通股的比例为1.05%。根据测算，今 日浮盈赚取约420.08万元。 兴全商业模式混合(LOF)A（163415）成立日期2012年12月18日，最新规模130.25亿。今年以来收益 32.01%，同类排名2258/8161；近一年收益33.58%，同类排名2030/8015；成立以来收益669.95%。 兴全商业模式混合(LOF)A（163415）基金经理为乔迁。 10月15日，联赢激光涨5%，截至发稿，报24.57元/股，成交1.73亿元，换手率2.08%，总市值83.86亿 元。 资料显示，深圳市联赢激光股份有限公司位于广东省深圳市福田区紫竹六道49号建安山海中心6B，成 立日期2005年9月22日，上市日期2020年6月22日，公司主营业务涉及从事精密激光焊接机及激光焊接自 动化成套设备的研发、生产、销售。主营业务收入构成为：激光焊接自动化成套设备59.01%，工作台 19.69%，其他13.61%，激光器及激光焊接机7. ...

截至发稿，刘赞累计任职时间2年335天，现任基金资产总规模3.84亿元，任职期间最佳基金回报 79.82%， 任职期间最差基金回报0.01%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 从基金十大重仓股角度 数据显示，格林基金旗下1只基金重仓联赢激光。格林碳中和主题混合A（015856）二季度减持1.08万 股，持有股数2.52万股，占基金净值比例为8.83%，位居第一大重仓股。根据测算，今日浮亏损失约 3.23万元。 格林碳中和主题混合A（015856）成立日期2023年1月18日，最新规模340.78万。今年以来收益 64.53%，同类排名387/8162；近一年收益81.47%，同类排名256/8015；成立以来收益64.88%。 格林碳中和主题混合A（015856）基金经理为刘赞。 10月14日，联赢激光跌5.02%，截至发稿，报24.20元/股，成交1.95亿元，换手率2.29%，总市值82.60亿 元。 资料显示，深圳市联赢激光股份有 ...

看好动力&储能电芯设备商新签订单持续增长：2022-2024Q2受动力电池供需影响电池 厂扩产明显放缓，设备商新签订单承压；自2024Q2以来随着国内外新能源车销量快速提 升，动力电池装机量回升，叠加储能电芯需求扩张，头部电池厂如宁德时代、比亚迪等产能 利用率快速提升接近满产，2024Q4以来重启资本开支，设备商新签订单高增，看好后续国 内电池厂欧洲扩产&储能扩张，利好设备商订单持续增长。 投资建议：重点推荐整线设备供应商【先导智能】、激光焊接设备商【联赢激光】、化 成分容设备商【杭可科技】。建议关注纤维化设备【宏工科技】、辊压机【纳科诺尔】、 干/湿法电极设备商【赢合科技】、干法电极&模组PACK【先惠技术】、整线供应商【利元 亨】、干法/湿法电极设备商【曼恩斯特】、激光设备商【德龙激光】等。 风险提示：固态电池技术进展不及预期，行业竞争加剧。（东吴证券 周尔双,李文意） 东吴证券近日发布专用设备行业点评报告：看好动力&储能电芯设备商新签订单持续增 长：2022-2024Q2受动力电池供需影响电池厂扩产明显放缓，设备商新签订单承压；自 2024Q2以来随着国内外新能源车销量快速提升，动力电池装机量回升，叠加 ...

Core Viewpoint - Shenzhen United Laser Co., Ltd. is set to hold a half-year performance briefing on October 20, 2025, to discuss its operational results and financial status for the first half of 2025, allowing investors to engage in Q&A sessions [2][3]. Group 1: Event Details - The performance briefing will take place on October 20, 2025, from 16:00 to 17:00 via the Shanghai Stock Exchange Roadshow Center [4][7]. - Investors can participate online and submit questions from October 14 to October 17, 2025, before 16:00 [6][8]. Group 2: Participants - Key company personnel attending the briefing include Chairman Han Jinlong, Vice Chairman and General Manager Jia Song, and Independent Director Pei Fei, among others [5]. Group 3: Contact Information - For inquiries, investors can contact the Board Office at 0755-86001062 or via email at ir@uwlaser.com [8].

证券代码：688518 证券简称：联赢激光 公告编号：2025-024 深圳市联赢激光股份有限公司 关于召开 2025 年半年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个别及连带责任。 重要内容提示： 本次投资者说明会以网络互动形式召开，公司将针对 2025 年半年度经营成 果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许的范围 内就投资者普遍关注的问题进行回答。 二、说明会召开的时间、地点 本次说明会将于 2025 年 10 月 20 日（星期一）16:00-17:00 在上证路演中 心（https://roadshow.sseinfo.com/）以网络互动方式召开。 1 三、参加人员 会议召开时间：2025 年 10 月 20 日（星期一）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 14 ...

Investment Rating - The report maintains a "Buy" rating for the electric equipment and new energy industry [1] Core Insights - The lithium battery sector is experiencing a seasonal demand increase, with lithium carbonate and lithium hydroxide prices rising by 20% in September [1][6] - In August, domestic wholesale sales of new energy passenger vehicles reached 1.18 million units, reflecting a year-on-year increase of 22% and a month-on-month increase of 10% [1][4] - The report highlights the importance of solid-state battery technology and its potential breakthroughs in addressing interface issues, which are critical for commercialization [3][18] Summary by Sections Monthly Research Insights - The report discusses solutions to solid-solid interface issues in solid-state battery manufacturing, emphasizing the need for breakthroughs in physical, chemical, and mechanical dimensions [3][13] Industry Sentiment Tracking and Review - New energy vehicle sales in August showed strong growth, with China, Europe, and the US leading the market [4][22] - Domestic energy storage installations in August reached 12.6 GWh, a year-on-year increase of 58% [5][28] - The report forecasts a significant increase in lithium battery production in October, with year-on-year growth expected to be between 21% and 50% [5][34] Price and Volume Analysis - Lithium battery material prices are on the rise, with lithium carbonate and lithium hydroxide prices increasing by 20% in September [6][35] - The report notes that the lithium battery supply chain is entering a replenishment phase, with inventory levels rising [39] New Technology Developments - Solid-state batteries and composite current collectors are entering a critical engineering and industrialization phase, with significant orders expected for 2025 [6][44] - The report identifies key investment opportunities in solid-state battery technology, particularly in dry processing and isostatic pressing equipment [18][21] Investment Recommendations - The report recommends focusing on leading companies in the lithium battery sector and those involved in solid-state technology breakthroughs, such as CATL and EVE Energy [7][21]

公司一直自主研发激光焊接头等光学系统，激光焊接头的适用功率从5W覆盖到6000W量级，波长从紫 外266nm覆盖到2000nm，并且成功开发了国内第一款多波长同轴复合焊接头，可以达到合成功率6000W 的水平，处于行业领先地位。截至2025年6月30日，公司已经获得专利477项，其中发明专利55项，另外 还拥有软件著作权276项。 人民财讯10月2日电，联赢激光十分注重技术研发的投入以及研发队伍的建设。公司先后与深圳大学、 华南师范大学、香港理工大学、华南理工大学、华中科技大学、哈尔滨工业大学、浙江工业大学、中科 院半导体研究所等高校及研究所建立了广泛的技术研发合作。 ...

Investment Rating - The report maintains a "Recommendation" rating for the lithium battery equipment industry [2] Core Viewpoints - The lithium battery equipment sector is experiencing a recovery in demand, driven by both traditional lithium battery needs and new solid-state battery technologies, leading to a significant rebound in stock prices [5][10] - The overall revenue for the lithium battery equipment sector in Q2 2025 reached 12.347 billion, marking a year-on-year increase of 9.93%, while net profit attributable to shareholders was 434 million, a decrease of 12.76% [14][19] - The report highlights a fundamental turning point in the industry, with new orders beginning to recover after a downturn [9][14] Summary by Sections 1. Overview of Lithium Battery Equipment Mid-Year Report 2025 - The report analyzes the operational performance of 13 key listed companies in the lithium battery equipment sector, confirming a turning point in the fundamentals and a recovery in new orders [9] 2. Market Performance - The lithium battery equipment index has outperformed the broader market, with a year-to-date increase of 130.14% compared to a 17.84% rise in the CSI 300 index [10] - The sector's performance is attributed to fundamental changes, advancements in solid-state battery technology, and favorable policy expectations [10] 3. Mid-Year Report Summary - The lithium battery equipment sector achieved a total revenue of 21.476 billion in H1 2025, a slight decrease of 0.35% year-on-year, while net profit was 920 million, down 37.20% [14][16] - The report notes that the revenue growth in Q2 2025 ended a four-quarter decline, indicating a recovery in the revenue stream [14][19] 4. Future Outlook - The solid-state battery industry is approaching commercialization, with significant implications for equipment demand and value [5][43] - The report anticipates that the global market for semi-solid battery equipment could reach 62.44 billion by 2030, with a CAGR of 59% from 2024 to 2030 [5] - The solid-state battery market is projected to reach 45.50 billion by 2030, with a CAGR of 159% from 2024 to 2030 [5] 5. Investment Recommendations - The report suggests focusing on companies involved in the "selling shovel" logic, particularly those engaged in the upstream dry process equipment [5] - Key companies to watch include Naconoer, Xinyuren, Honggong Technology, and Mannester for their potential in the new technology segment [5] - The report also highlights leading companies with established relationships with major battery manufacturers, such as Xian Dao Intelligent, Yinghe Technology, Liyuanheng, and Hangke Technology [5]

Core Insights - The ultraviolet laser industry is experiencing rapid growth due to its precision and energy control characteristics, particularly in high-tech fields such as semiconductors, consumer electronics, and biomedical applications [1][9] - The market size of China's ultraviolet laser industry is projected to grow from 1.9 billion yuan in 2018 to 5.308 billion yuan in 2024, with a compound annual growth rate (CAGR) of 18.68% [1][9] - The demand for ultraviolet lasers is expected to expand further with the development of emerging technologies like 5G, artificial intelligence, and the Internet of Things [1][9] Industry Overview - Ultraviolet lasers are defined as lasers with output wavelengths ranging from 10 to 400 nm, suitable for research, industrial applications, and OEM system integration [3] - The ultraviolet laser industry is supported by various national policies aimed at promoting key technologies and encouraging the development of laser medical devices [5] Industry Chain - The ultraviolet laser industry chain consists of upstream raw materials (optical materials, optical components, mechanical parts, etc.), midstream production and manufacturing, and downstream applications in fields such as medical devices, semiconductor testing, and communications [6][7] Market Size and Growth - The Chinese optical chip market is also expanding, with its size projected to grow from 8.23 billion yuan in 2019 to 15.86 billion yuan in 2024, reflecting a CAGR of 14.02% [8] - The medical device market in China is expected to reach approximately 1.13 trillion yuan in 2024, growing by 9.09% year-on-year [8] Competitive Landscape - The global ultraviolet laser market is growing rapidly, with significant demand in Asia, particularly in Japan and South Korea, while Europe maintains stable demand and North America continues to see strong growth driven by technological innovation [10] - Key domestic companies in the ultraviolet laser sector include Inno Laser, Han's Laser, Raycus Laser, and Huagong Tech, which are increasing their R&D investments to enhance product performance and market share [10] Development Trends - The industry is focusing on high power, high repetition frequency, and high precision as key development trends [12][13][14] - High power ultraviolet lasers are increasingly demanded for precision manufacturing and aerospace applications, while high repetition frequency lasers are enhancing processing efficiency in semiconductor and OLED applications [12][13] - High precision remains a core pursuit, with advancements aimed at achieving sub-micron processing accuracy and low line width in applications such as PCB drilling and medical device micro-processing [14]