格隆汇1月14日丨联赢激光(688518.SH)公布，公司及其子公司深圳市联赢软件有限公司、江苏联赢激光 有限公司、惠州市联赢科技有限公司、四川联赢智光科技有限公司、江苏联赢半导体技术有限公司、江 苏创赢光能科技有限公司自2025年1月1日至2025年12月31日，累计获得政府补助款项人民币7,445.36万 元，其中与收益相关的政府补助为5,245.96万元（未经审计），与资产相关的政府补助为2,199.40万元 （未经审计）。 ...

Core Viewpoint - The stock of Lianying Laser has shown significant growth in recent trading sessions, with a notable increase in both price and trading volume, indicating strong investor interest and potential for further appreciation [1][2]. Group 1: Stock Performance - Lianying Laser's stock price increased by 15.64% year-to-date, with a 7.30% rise over the last five trading days, 22.08% over the last 20 days, and 20.51% over the last 60 days [2]. - As of January 12, the stock was trading at 28.09 CNY per share, with a market capitalization of 9.588 billion CNY [1]. Group 2: Financial Performance - For the period from January to September 2025, Lianying Laser reported a revenue of 2.248 billion CNY, reflecting a year-on-year growth of 2.16%, and a net profit attributable to shareholders of 108 million CNY, which is a 14.08% increase year-on-year [2]. - The company has distributed a total of 214 million CNY in dividends since its A-share listing, with 143 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Lianying Laser was 15,100, a decrease of 6.68% from the previous period, while the average number of circulating shares per shareholder increased by 7.16% to 22,559 shares [2]. - Among the top ten circulating shareholders, Jin Ying Technology Innovation Stock A and Hua An Ju You Selected Mixed Fund are notable, with the former holding 5.4702 million shares and the latter being a new entrant with 4.7433 million shares [3].

Market Size Analysis and Forecast - The global lithium battery equipment market is projected to reach 99 billion yuan in 2025, representing a 25% year-on-year growth, driven by surges in energy storage, electric vehicles, and light-duty power markets in the second half of 2025 [2] - The demand for lithium batteries is expected to grow significantly in various sectors, including energy storage, electric vehicles, AI data centers, drones, light electric vehicles, electric ships, and new smart devices [2] - By 2027, the global lithium equipment market is forecasted to reach 141.9 billion yuan, with segment breakdowns of 46 billion yuan for front-end equipment, 43.4 billion yuan for mid-stream equipment, 38.3 billion yuan for back-end equipment, and 14.2 billion yuan for modules and PACK [2] 2025 China Lithium Battery Equipment Market Share TOP 50 Rankings - The top companies in the 2025 China lithium battery equipment market include: 1. XianDao Intelligent 2. YingHe Technology 3. JiaTuo Intelligent (a subsidiary of PuTaiLai) 4. HangKe Technology 5. Wuxi Liqi 6. LianYing Laser 7. Dazhu Lithium Battery (a subsidiary of Dazhu Laser) 8. LiYuanHeng 9. JiYang Intelligent 10. HaiMuXing [3][5][6] Detailed Company Rankings and Equipment Coverage - XianDao Intelligent and YingHe Technology provide complete lithium battery line solutions [6] - JiaTuo Intelligent specializes in processes such as rolling, cutting, and coating [6] - HangKe Technology focuses on formation, testing, and logistics lines [6] - Wuxi Liqi offers feeding and mixing systems [6] - LianYing Laser provides cell packaging lines and laser cutting equipment [6] Additional Market Segments - The report also highlights the top companies in various specific equipment segments, including stirring machines, coating machines, and drying equipment, indicating a comprehensive landscape of the lithium battery equipment market in China [8]

证券日报网讯 1月8日，联赢激光发布公告称，公司董事会收到副总经理尹栋先生因个人原因提交的书 面辞职报告；辞任后，尹栋先生仍继续在公司担任通用自动化事业部总经理职务。 （文章来源：证券日报） ...

(二) 离任对公司的影响 证券代码：688518 证券简称：联赢激光 公告编号：2026-001 深圳市联赢激光股份有限公司（以下简称"公司"）董事会于近日收到公司副 总经理尹栋先生的书面辞职报告，因个人原因，尹栋先生申请辞去公司副总经理 职务，辞任后，尹栋先生仍在公司担任其他职务。 一、高级管理人员离任情况 (一) 提前离任的基本情况 | 姓名 | 离任职务 | 离任时间 | | | 原定任期 | | 离任原因 | 是否继续在上 市公司及其控 | 具体职务 | 是否存在 未履行完 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 到期日 | | | 股子公司任职 | （如适用） | 毕的公开 | | | | | | | | | | | | 承诺 | | 尹栋 | 副总经理 | 2026 | 年 1 | 2027 | 年 9 | 月 | 个人原因 | 是 | 通 用 自 动 | 否 | | | | 月 8 日 | | 9 日 | | | | | 化 事 业 部 | | | | | | | | | ...

联赢激光公告称，董事会近日收到副总经理尹栋书面辞职报告，因个人原因，其于1月8日辞去该职务， 原定任期至2027年9月9日。辞任后，尹栋仍在公司任通用自动化事业部总经理。其离任不会影响公司正 常运作及经营管理。截至公告披露日，尹栋持有公司股份16,000股，不存在未履行完毕的公开承诺。 ...

Summary of Solid-State Battery Industry and Key Companies Industry Overview - The solid-state battery industry is at a critical inflection point, with significant advancements in technology and product offerings expected by 2026. The global lithium industry is projected to see a 30% increase in shipment volume, reaching 2,600 GWh by 2026, and potentially 5,000 GWh by 2030, necessitating a capacity expansion of over 1.5 times the current levels [1][4][7]. Key Developments - Verge showcased the TS Pro model equipped with a solid-state battery at CES, featuring a battery capacity of approximately 30 kWh, an energy density of 400 Wh/kg, and a city range exceeding 600 km. The model can achieve 80% charge in just 10 minutes and is aimed at the high-end overseas market [1][2][3]. - The first global solid-state electric scooter was launched by Chizhi Electric, demonstrating the advantages of solid-state batteries in energy density, range, and safety, with commercial and mass production potential [1][3]. Market Expectations - By 2030, solid-state batteries are expected to achieve a penetration rate of around 2%, with an estimated production of 100 GWh, and a unit value 2.5 times that of current liquid battery production lines [1][7]. - The solid-state battery sector is anticipated to catalyze growth in related equipment manufacturing, with companies like Xian Dao Intelligent and Lian Win Laser expected to see significant order increases in the coming years [2][4][8]. Company Insights - **Xian Dao Intelligent**: Anticipated to secure new orders of 250 billion yuan in 2025, with a growth forecast of 30%-40% in 2026, potentially reaching a minimum of 320 billion yuan. The company is expected to see improved profitability and stock price catalysts from its Hong Kong listing and solid-state battery equipment tours [2][8]. - **Lian Win Laser**: Holds a leading market share of 60%-70% in the Ningde Times sector, with new orders revised upwards to 50 billion yuan for 2025 and projected to reach 70-80 billion yuan in 2026, reflecting a year-on-year growth of 40%-50% [2][9]. - **Rongqi Technology**: Dominates over 70% of the AI quality inspection market for Ningde Times, with expected revenue from this segment reaching around 300 million yuan in 2026. The company is also expanding its business with Meta and other new orders, which could lead to a revenue increase of 60%-70% [2][12]. Investment Recommendations - Investors are advised to focus on companies that can adapt to the expanding production demands and have significant flexibility in the solid-state battery sector. Xian Dao Intelligent is highlighted as a top pick due to its substantial market capitalization and growth potential [8]. Additional Considerations - The solid-state battery industry is expected to undergo significant technological advancements, with new products demonstrating high energy density, long range, and rapid charging capabilities, which will positively impact the overall market [6][7]. - Companies like Rongqi Technology are making strides in solid-state battery production equipment and materials, which could enhance their competitive edge in the market [14]. This summary encapsulates the key points from the conference call regarding the solid-state battery industry and the companies involved, highlighting the optimistic outlook and potential investment opportunities.

Core Viewpoint - The company, Lianying Laser, has reported an increase in equipment demand due to the accelerated expansion pace of leading customers in the lithium battery industry this year [1] Group 1: Company Performance - Lianying Laser has leveraged its technical advantages accumulated over years in the lithium equipment market to respond actively to customer needs [1] - The company is expanding the application fields of its products in response to the growing demand [1] Group 2: Industry Trends - The lithium battery industry's leading customers are increasing their production capacity, resulting in a higher demand for equipment [1]

Group 1 - The company is a leading domestic supplier of precision laser welding equipment and automation solutions, focusing on the new energy sector [2] - The company has been engaged in the research, production, and sales of laser welding equipment and intelligent manufacturing solutions since its establishment [2] - The company emphasizes market demand as a guiding principle and drives future development through research and innovation [2]

Core Viewpoint - Shenzhen United Winners Laser Co., Ltd. plans to establish a wholly-owned subsidiary in Budapest, Hungary, with an investment not exceeding 2 million USD to expand its overseas market and enhance international competitiveness [1]. Group 1: Company Performance - As of December 29, 2025, United Winners Laser's stock closed at 24.97 CNY, up 5.67% from the previous trading day, with a total market capitalization of 8.523 billion CNY [1]. - The stock opened at 24.37 CNY, reached a high of 25.65 CNY, and a low of 24.04 CNY, with a trading volume of 634 million CNY and a turnover rate of 7.44% [1]. Group 2: Investment Details - The investment in Hungary aims to align with the company's long-term strategic development needs and has been approved by the company's chairman, requiring no further board or shareholder approval [1]. - The project has passed the record-filing with Chinese development and reform authorities but still requires approvals from commerce, foreign exchange departments, and local Hungarian authorities, indicating potential approval uncertainties [1].