Core Insights - The article analyzes the profitability of lithium battery equipment companies, revealing that 19 out of 29 listed companies reported positive net profits in the first three quarters of 2025, while 10 companies incurred losses [2] - The top three companies by net profit are: Putailai with 1.7 billion, XianDao Intelligent with 1.17 billion, and Dazhu Laser with 860 million [2][3] - The companies with the largest losses are: HaiMuxing with a loss of 910 million, HaoSen Intelligent with a loss of 250 million, and XinYuRen with a loss of 157 million [2] Profitability Rankings - The net profit rankings for lithium battery equipment companies in Q1-Q3 2025 are as follows: - 1st: Putailai - 1.7 billion with a net profit margin of 17.3% [3] - 2nd: XianDao Intelligent - 1.17 billion with a net profit margin of 11.1% [3] - 3rd: Dazhu Laser - 860 million with a net profit margin of 7.4% [3] - Other notable companies include HangKe Technology with 380 million and a margin of 14.2%, and YingHe Technology with 300 million and a margin of 7.7% [3] Loss Rankings - The companies with the largest losses in Q1-Q3 2025 include: - HaiMuxing - loss of 910 million with a margin of -34.2% [5] - HaoSen Intelligent - loss of 250 million with a margin of -26.7% [5] - XinYuRen - loss of 157 million with a margin of -172.0% [5] - Other companies with losses include KeHeng Co. with a loss of 1.4 billion and a margin of -9.9% [5]

法律意见书 锦 天 城 律师事务 所 ALLBRIGHT LAW OFFICES 地址: 上海市浦东新区银城中路 501 号上海中心 11、12 层 邮政编码: 200120 电话: 021-20511000 传真: 021-20511999 上海市锦天城律师事务所 关于海目星激光科技集团股份有限公司 2025 年第二次临时股东会的 上海市锦天城律师事务所 法律意见书 上海市锦天城律师事务所 关于海目星激光科技集团股份有限公司 2025 年第二次临时股东会的法律意见书 致:海目星激光科技集团股份有限公司 上海市锦天城律师事务所(以下简称"本所")接受海目星激光科技集团股份 有限公司 (以下简称"公司")委托,就公司召开 2025 年第二次临时股东会（以 下简称"本次股东会")的有关事宜,根据《中华人民共和国公司法》(以下简称 "《公司法》")、《上市公司股东会规则》等法律、法规和其他规范性文件以及 《海目星激光科技集团股份有限公司章程》(以下简称"《公司章程》")的有关 规定,出具本法律意见书。 为出具本法律意见书,本所及本所律师依据《律师事务所从事证券法律业务 管理办法》和《律师事务所证券法律业务执业规则( ...

海目星激光科技集团股份有限公司 2025年第二次临时股东会决议公告 证券代码：688559 证券简称：海目星 公告编号：2025-067 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。 重要内容提示： 本次会议是否有被否决议案：无 一、 会议召开和出席情况 （一） 股东会召开的时间：2025 年 11 月 20 日 （二） 股东会召开的地点：公司会议室（深圳市龙华区观湖街道鹭湖社区观盛 五路科姆龙科技园 B 栋三楼海目星会议室） （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况： | 1、出席会议的股东和代理人人数 | 68 | | --- | --- | | 普通股股东人数 | 68 | | 2、出席会议的股东所持有的表决权数量 | 67,726,506 | | 普通股股东所持有表决权数量 | 67,726,506 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比 | 27.7111 | | 例（%） | | | 普通股股东所持有表决权数量占公司表决权数量的比例（ ...

海目星激光科技集团股份有限公司 关于 2025 年限制性股票激励计划内幕信息知情人买 卖公司股票情况的自查报告 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。 海目星激光科技集团股份有限公司（以下简称"公司"）于 2025 年 10 月 31 日召 开第三届董事会第二十次会议、第三届监事会第二十次会议，会议审议通过了《关于 公司<2025 年限制性股票激励计划（草案）>及其摘要的议案》等相关议案，并在上海 证券交易所网站（www.sse.com.cn）上披露了相关公告。 按照《上市公司信息披露管理办法》、公司《信息披露管理制度》及相关内部保 密制度的规定，针对公司 2025 年限制性股票激励计划（以下简称"本次激励计划"） 采取了充分必要的保密措施，同时对本次激励计划的内幕信息知情人进行了必要登记。 根据《上市公司股权激励管理办法》《上海证券交易所科创板股票上市规则》 《科创板上市公司自律监管指南第 4 号——股权激励信息披露》等法律、法规和规范 性文件的要求，公司对本次激励计划内幕信息知情人买卖公司股票的情况进行自查， 具体 ...

人民财讯11月20日电，企查查APP显示，近日，成都海科懋羽医疗科技有限公司成立，法定代表人为林 国栋，注册资本为1050万元，经营范围包含：第二类医疗器械销售；第一类医疗器械生产；仪器仪表销 售；智能仪器仪表销售；家用电器研发等。企查查股权穿透显示，该公司由海目星(688559)间接全资持 股。 ...

每经AI快讯，有投资者在投资者互动平台提问：请问在固态电池设备领域，公司有哪些具体技术突 破？ 海目星（688559.SH）11月19日在投资者互动平台表示，在固态电池设备突破方面，海目星独家开发了 创新型装备： 1、微凹版超薄涂膜技术可实现0.5-4μm的极薄涂层，并且实现独家进入国际市场的产品 出货；超薄多层涂布技术将硅碳负极涂布厚度降至7.5-15μm，较传统工艺减薄超过80%；该技术也是固 体电池质量能量密度和体积能量密度的提升的核心关键工艺。 2、锂金属极片激光切割系统采用超快激 光非接触加工，有效避免异物产生和界面反应，有效改善固态电池固固界面接触问题；超快激光极片制 痕技术则通过构建微气体通道，显著提升电池循环寿命和倍率性能。海目星是行业首家将超快激光技术 用于固态电池的企业，并且在锂金属切割、制痕等工艺上已经实现行业技术领先。 （记者 王晓波） ...

Core Viewpoint - The BC Battery Index experienced a strong intraday surge, with significant activity among its major constituent stocks, indicating positive market sentiment in the battery sector [1]. Group 1: Stock Performance - Saiwu Technology reached its daily limit up, showcasing robust investor interest [1]. - Zhonglai Co., Ltd. increased by 2.57%, reflecting a positive trend in its stock performance [1]. - Yonghe Intelligent Control rose by 2.35%, indicating strong market confidence [1]. - Haimeixing saw a gain of 1.61%, contributing to the overall positive movement in the index [1]. - Dike Co., Ltd. experienced a 1.41% increase, further highlighting the active trading environment [1].

11月18日，2025第十五届高工锂电年会在深圳开幕。高工锂电董事长张小飞在会上预计，中国锂电池出货量"从2025年至2035年还将有超过3倍的增长"。 高工产研（GGII）发布的最新固态电池分析称，2027年（或2028年）至2030年将成为全固态锂电池行业GWh级产能规模化建设的重要阶段。 记者梳理多位公司负责人及行业专家观点获悉，随着动力电池与储能市场需求持续旺盛，新一轮的锂电扩产已悄然拉开序幕，叠加固态电池等新技术突破 与应用场景的增多，中国锂电行业正从规模扩张向价值创造转型，未来十年仍将保持高速增长态势。 2025第十五届高工锂电年会现场 拍摄 记者 王玉晴 锂电池产业链涨价大势所趋 "今年以来，锂电产业链价格企稳回升，动力电池与储能市场需求旺盛，新一轮锂电扩产序幕已悄然拉开。特别是近期缺芯、保供现象，已从储能领域蔓 延至乘用车动力电池领域，行业正重新迈入增长通道。"海目星董事长赵盛宇在致辞中表示。 在锂电池新一轮的景气度上升期中，张小飞预计，2025年中国锂电池的出货量将超过1.7TWh，并且从2025年至2035年还将有超过3倍的增长。 结合相关报告，张小飞进一步解释称，预计2025年中国动力锂 ...

在2025第十五届高工锂电年会上，海目星董事长赵盛宇致辞表示，今年以来，锂电产业链价格企稳回 升，动力电池与储能市场需求旺盛，新一轮锂电扩产序幕已悄然拉开。他还表示，全球新一轮技术大周 期开启，以固态为代表的下一代技术打开产业化应用场景与投资规模，为行业带来了全新的发展机遇， 新周期与新技术的共同共振，为锂电行业注入蓬勃发展动能，带来长期增长空间。 ...

Summary of Key Points from Conference Call Industry Overview - **Industry Focus**: Lithium mining, lithium battery materials, lithium battery equipment, and solid-state batteries [1][2][3] Core Insights and Arguments - **Significant Growth in Energy Storage Demand**: Driven by the increase in renewable energy share and AI data center needs, energy storage demand is rapidly growing. Major manufacturers have orders booked until the end of Q1 2026, leading to expansion in upstream lithium battery materials, lithium mining, and lithium equipment [1][2] - **Tight Lithium Resource Supply**: Domestic salt lake expansion is limited, and overseas mining companies are reducing capital expenditures. This results in a slowdown in global lithium resource supply growth. Despite lithium carbonate inventory exceeding 3,000 tons, the weekly production from Ningde is about 2,000 tons, suggesting optimistic short-term pricing, potentially exceeding 100,000 yuan by 2026 [1][4] - **Strong Material Demand Growth**: The dual drivers of power and energy storage are expected to boost material demand. Global sales of new energy vehicles are projected to grow by 16%-17% in 2026, with domestic energy storage installations expected to reach at least 220 GWh [1][5] - **Tight Supply-Demand Dynamics in Materials**: Lithium hexafluorophosphate is in short supply, with high utilization rates for lithium iron phosphate and an overall tight supply-demand balance for various materials [1][5] Investment Insights - **Investment Value in Lithium Mining**: Short-term focus on flexible second-tier stocks, with long-term attention on leading companies. Companies are expected to approach a fully loaded cost of 60,000 yuan per ton, indicating high investment value in the sector [2][6] - **Midstream Profitability Under Pressure**: Midstream companies are facing significant profitability challenges, with many second-tier firms reporting losses and first-tier firms barely profitable. This has led to a reluctance to expand production, resulting in supply tightness and upward pressure on material prices [2][8] Equipment and Solid-State Battery Development - **Equipment Manufacturers Benefiting from Energy Storage and Solid-State Battery Growth**: The lithium battery equipment sector is experiencing strong order growth due to advancements in energy storage and solid-state battery technologies. Companies like Haimeixing and Xiandai Intelligent are recommended for investment [2][12] - **Solid-State Battery Commercialization**: Key developments in solid-state batteries are expected, with major battery manufacturers collaborating with automakers to launch solid-state models in 2026. Focus on companies involved in equipment and key technological breakthroughs is advised [12][13][14] Price Trends and Financial Pressures - **Material Price Increases**: Prices for lithium hexafluorophosphate, lithium iron phosphate, and other materials have already risen, with copper foil expected to see significant price increases due to high demand and limited expansion plans [7][9] - **Financial Pressures in the Midstream Sector**: The midstream sector has faced financial strain, with many companies unable to recover previous capital expenditures. This has led to a strong willingness to maintain prices amidst rising material costs [8][10] Future Supply Expectations - **Future Supply Dynamics**: Domestic lithium resource expansion is slow, with limited new capacity expected in the near term. The overall supply-demand balance is expected to remain tight, with significant implications for pricing and investment strategies [4][11]