每经AI快讯，有投资者在投资者互动平台提问：海目星作为中创新航的核心供应商，目前给中航供货 的设备有哪些？固态和储能的分别占比情况？大概设备的价值量是多少？ （记者 胡玲） 海目星（688559.SH）11月10日在投资者互动平台表示，海目星与中创新航合作多年，现已建立深厚的 合作关系并供货多种锂电池工艺设备，包括：激光模切机、电芯装配线、干燥线、切卷一体机等相关设 备。公司与中创新航在多种类型电池领域都有合作。 ...

电力设备 电力设备 2025 年 11 月 09 日 投资评级：看好（维持） 行业走势图 数据来源：聚源 -34% -17% 0% 17% 34% 50% 2024-11 2025-03 2025-07 电力设备 沪深300 相关研究报告 《固态电池行业周报（第二十一期）： 清华团队破解固态电池快充与低温瓶 颈，三星 SDI、宝马、Solid Power 三 方合作开发全固态电池—行业周报》 -2025.11.2 《低空经济行业周报（第四十期）： 510 亿央企战略基金启动赋能低空经 济发展，联合飞机铂影 T1400 无人直 升机首航—行业周报》-2025.11.2 《光伏拐点已现，储能大势所趋—光 储行业 2026 年度投资策略》-2025.11.1 固态电池行业周报（第二十二期）：海目星打通锂金 属固态电池量产工艺获 4 亿订单，回天新材与太蓝新 能源达成固态胶粘剂战略合作 ——行业周报 殷晟路（分析师） yinshenglu@kysec.cn 证书编号：S0790522080001 海目星打通锂金属固态电池量产工艺获 4 亿订单，回天新材与太蓝新能源达 成固态胶粘剂战略合作 （1）项目合作：11 月 6 ...

科陆电子新成立储能公司 10 月 28 日安庆科陆储能成立，该公司 99% 的股份由科陆电子持有，注册资本 1000 万元，经营范围涵盖电池零配件销售 / 生产、储能技 术服务、新兴能源技术研发等。 科陆电子作为储能行业老兵，在关键的零部件以及系统方面能实现全面自产，其客户在产品选择、安装运维以及管理方面也可以享受该公司的一 站式服务，发、配、用、储各个环节均可及时处理。 大众90GWh电池工厂开建 10月28日， PowerCo正式宣布，其位于加拿大安大略省圣托马斯市的超级工厂启动主体工程建设。 该工厂是PowerCo在欧洲以外布局的首个超级工厂，位于 五大湖汽车工业走廊核心区，靠近多伦多和底特律等 传统汽车中心 。 总投资 预计 达70亿加元（约50亿美元），规划产能为90 GWh，不仅是 PowerCo 全球的第三大电池工厂，而且是其迄今规模最大的生产基地。 据了解， PowerCo是大众汽车集团的全资子公司，负责全球电池业务的开发、生产及供应链管理，自 2022年7月成立以来，已布局了3个电池 项目。三个电池工厂分别选址德国萨尔茨吉特、西班牙瓦伦西亚和加拿大安大略省圣托马斯。 国资8亿元入股中科电气 ...

Core Viewpoint - The stock of HaiMuxing has shown significant growth in 2023, with a year-to-date increase of 43.66% and a recent surge of 14.72% over the past five trading days, indicating strong market interest and potential investment opportunities [1]. Company Overview - HaiMuxing Laser Technology Group Co., Ltd. is located in Longhua District, Shenzhen, Guangdong Province, and was established on April 3, 2008. The company went public on September 9, 2020. Its main business involves the research, design, production, and sales of laser and automation equipment across various industries, including consumer electronics, power batteries, and sheet metal processing [1]. - The revenue composition of HaiMuxing includes: 60.28% from laser and automation equipment for power batteries, 18.04% from 3C consumer electronics, 10.52% from sheet metal laser cutting equipment, 7.98% from the photovoltaic industry, and 3.17% from other sectors [1]. Financial Performance - For the period from January to September 2025, HaiMuxing reported a revenue of 2.704 billion yuan, representing a year-on-year decrease of 25.47%. The net profit attributable to shareholders was -913 million yuan, reflecting a significant decline of 645.04% compared to the previous year [2]. - Since its A-share listing, HaiMuxing has distributed a total of 60.4585 million yuan in dividends [3]. Shareholder and Market Activity - As of September 30, 2025, the number of shareholders for HaiMuxing increased to 19,700, a rise of 24.29%. The average number of circulating shares per shareholder decreased by 19.54% to 12,575 shares [2]. - The top ten circulating shareholders include new entrants such as Hong Kong Central Clearing Limited and various ETFs, indicating growing institutional interest in the company [3].

【海目星：目前已成功打通锂金属固态电池量产的全线工艺环节】智通财经11月6日电，海目星在互动 平台表示，公司是业内首家同时进行"锂金属负极+氧化物电解质"与"硅碳负极+硫化物电解质"双技术路 线布局的企业。目前公司已成功打通锂金属固态电池量产的全线工艺环节，并已经获得2GWh固态电池 价值4亿元量产设备订单，这也是行业内首个高能量锂金属固态电池设备的可量产商用订单。此外，在 硫化物全固态电池路线方面，公司实现了从全固态电极制备（涵盖混料及干法、湿法极片复合设备）、 全固态电解质膜制备及转印复合设备，到裸电芯组装（包括新一代固态叠片机、胶框印刷设备）及高压 化成分容等全固态电池制造关键设备的覆盖，并在核心环节取得多项技术突破。已向多家全球领先的新 能源科技企业提供硫化物固态电池中试线设备，目前相关设备已得到客户的高度认可并在陆续出货中。 转自：智通财经 ...

Core Points - The 2025 High-Performance Lithium Battery Annual Conference and 15th Anniversary Celebration will be held from November 18-20 in Shenzhen, attracting over 1,500 entrepreneurs, investors, and technical experts to discuss supply chain security, international competition, innovation breakthroughs, and capital trends [2] - The equipment sector, a crucial part of lithium battery manufacturing, has received strong support from over 30 lithium battery equipment companies for this annual conference [3] - Notable industry leaders, including the chairpersons of various companies, will share insights during the event [3][4][5] Equipment Sector Participation - The conference will feature prominent leaders from various equipment companies, including: - Nanjing Huashi Intelligent Technology Co., Ltd. - Chairman: Cao Guoping - Shenzhen Shangshui Intelligent Co., Ltd. - Chairman: Jin Xudong - Jiangsu Jiatuo New Energy Intelligent Equipment Co., Ltd. - Vice President: Zhou Yan - Shenzhen Times High-Tech Equipment Co., Ltd. - Chairman: Tian Hanrong - Shenzhen Xinjingcheng Sensor Technology Co., Ltd. - Chairman: Wu Hao - And many others [4][5] Event Highlights - The event will include 12 special forums, over 90 thematic reports, and an award ceremony for the High-Performance Golden Ball Award, marking the 15th anniversary of the conference [6] - The main sponsors include Hymson Laser as the title sponsor, with Dazhu Lithium Battery as a co-organizer and Kalowide as a special sponsor [6]

人民财讯11月6日电，海目星(688559)11月6日在互动平台回复称，目前公司已成功打通锂金属固态电池 量产的全线工艺环节，并已经获得2GWh固态电池价值4亿元量产设备订单，这也是行业内首个高能量 锂金属固态电池设备的可量产商用订单。此外，在硫化物全固态电池路线方面，公司实现了从全固态电 极制备(涵盖混料及干法、湿法极片复合设备)、全固态电解质膜制备及转印复合设备，到裸电芯组装(包 括新一代固态叠片机、胶框印刷设备)及高压化成分容等全固态电池制造关键设备的覆盖，并在核心环 节取得多项技术突破。已向多家全球领先的新能源科技企业提供硫化物固态电池中试线设备，目前相关 设备已得到客户的高度认可并在陆续出货中。 ...

数据显示，华夏基金旗下1只基金位居海目星十大流通股东。华夏中证机器人ETF（562500）三季度增 持101.76万股，持有股数543.26万股，占流通股的比例为2.19%。根据测算，今日浮盈赚取约1265.79万 元。 11月6日，海目星涨5.03%，截至发稿，报48.68元/股，成交2.97亿元，换手率2.51%，总市值120.61亿 元。 资料显示，海目星激光科技集团股份有限公司位于广东省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，成立日期2008年4月3日，上市日期2020年9月9日，公司主营业务涉及消费电子、动力电 池、钣金加工等行业激光及自动化设备的研发、设计、生产及销售。主营业务收入构成为：动力电池激 光及自动化设备60.28%，3C消费类电子激光及自动化设备18.04%，钣金激光切割设备10.52%，光伏行 业激光及自动化设备7.98%，其他行业3.17%。 从海目星十大流通股东角度 截至发稿，华龙累计任职时间3年78天，现任基金资产总规模359.57亿元，任职期间最佳基金回报 100.72%， 任职期间最差基金回报-15.08%。 风险提示：市场有风险，投资需谨慎。本文为AI大模 ...

11月5日，海目星盘中上涨2.03%，截至11:07，报47.70元/股，成交3.62亿元，换手率3.13%，总市值 118.18亿元。 资金流向方面，主力资金净流入5538.17万元，特大单买入2946.30万元，占比8.14%，卖出1601.59万 元，占比4.42%；大单买入1.05亿元，占比28.92%，卖出6276.82万元，占比17.34%。 机构持仓方面，截止2025年9月30日，海目星十大流通股东中，香港中央结算有限公司位居第四大流通 股东，持股609.70万股，为新进股东。华夏中证机器人ETF（562500）位居第五大流通股东，持股 543.26万股，相比上期增加101.76万股。天弘中证机器人ETF（159770）位居第七大流通股东，持股 216.63万股，为新进股东。南方中证1000ETF（512100）位居第九大流通股东，持股180.03万股，为新 进股东。东方阿尔法产业先锋混合A（011704）位居第十大流通股东，持股162.34万股，为新进股东。 海目星今年以来股价涨38.66%，近5个交易日涨15.02%，近20日涨13.44%，近60日涨52.40%。 资料显示，海目星激光科技 ...

Core Viewpoint - The lithium battery equipment industry is experiencing a phase of "adjustment and differentiation" in the first nine months of 2025, with leading companies showing resilience and growth despite overall market challenges [1]. Group 1: Performance Overview - The lithium battery equipment sector has shown a mixed performance in 2025, with some companies facing revenue declines of 10%-30% due to previous order cycles, while leading firms like XianDao Intelligent and YingHe Technology achieved revenue growth [2][3]. - Profitability has been impacted by high impairment provisions, leading to losses for companies like HaiMuXing and ManEnSiTe, while others like XianDao Intelligent and LiYuanHeng improved profits through better cost control [3]. Group 2: Highlights of Leading Companies - **XianDao Intelligent**: Achieved a revenue of 10.439 billion yuan in the first nine months of 2025, a 15% increase year-on-year, with a net profit of 1.186 billion yuan, up 95% due to the recovery of receivables [4][5]. - **YingHe Technology**: Reported a revenue of 6.784 billion yuan, a 5% increase, but faced a 39% decline in net profit to 300 million yuan due to margin pressure [6]. - **LiYuanHeng**: Turned a profit with a revenue of 2.424 billion yuan, a 4% increase, and a net profit of 50 million yuan, marking a turnaround [8][9]. Group 3: Industry Outlook for 2026 - The industry is expected to benefit from three main opportunities: recovery in domestic demand, expansion into overseas markets, and technological upgrades, particularly in solid-state battery technology [10][11]. - However, challenges such as industry consolidation and international risks remain, with potential impacts from geopolitical tensions on market expansion and supply chains [12]. Group 4: Conclusion - The lithium battery equipment industry is poised for new opportunities amid adjustments, with leading companies leveraging technological advantages and international strategies to strengthen their positions [13].