从基金十大重仓股角度 数据显示，格林基金旗下1只基金重仓海目星。格林碳中和主题混合A（015856）二季度持有股数1.41万 股，占基金净值比例为7.97%，位居第五大重仓股。根据测算，今日浮盈赚取约3.09万元。 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 68.87%，同类排名317/8172；近一年收益138.61%，同类排名140/7980；成立以来收益69.22%。 格林碳中和主题混合A（015856）基金经理为刘赞。 9月17日，海目星涨5.34%，截至发稿，报43.20元/股，成交5.45亿元，换手率5.24%，总市值107.03亿 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 ...

摘要 固态电池还要走多远？ 国内，亿纬锂能"龙泉二号"中试线下线10Ah电芯；国轩高科 "金石电池"处于中试量产，良品率 达90%。两大电池厂相继公布固态电池的最新进展在资本市场掀起了一股行情。 紧接着国外的慕尼黑车展上，QuantumScape完成了固态锂金属电池在电动摩托车的实车演示； Rimac展示了更轻重量、更强密度的固态电池包。 固态电池的产业化似乎又更加丰满了一些。 但其量产以及商业化的前景远未及明朗，其材料体系的稳定性、工艺的成熟性，以及最终的成本竞 争力都决定着固态电池还要走多远。 半固态应用破冰 从上汽MG4开始，半固态电池已经开启上车步伐。到今年四季度，蜂巢能源也将试生产第一代半 固态电池，供应宝马MINI下一代车型。作为固态电池的过渡路线，半固态电池的商业化应用已经 开启，同时也为固态电池的性能增添更多期待。 亿纬锂能："龙泉二号"下线 9月2日，在成都量产基地揭牌同时，亿纬锂能宣布"龙泉二号"成功下线，成为其首款下线的全固 态电池。 此次下线的"龙泉二号"为10Ah全固态电池，能量密度高达300Wh/kg、体积能量密度为 700Wh/L，主要面向人形机器人、低空飞行器以及AI等高端装备 ...

中信证券股份有限公司 关于海目星激光科技集团股份有限公司 2025 年半年度持续督导跟踪报告 中信证券股份有限公司（以下简称"中信证券"或"保荐人"）作为海目星 激光科技集团股份有限公司（以下简称"海目星"或"公司"或"上市公司"） 向特定对象发行 A 股股票的保荐人，根据《证券发行上市保荐业务管理办法》 《上海证券交易所科创板股票上市规则》等相关规定，中信证券履行持续督导职 责，并出具本持续督导半年度跟踪报告。 一、持续督导工作概述 1、保荐人制定了持续督导工作制度，制定了相应的工作计划，明确了现场 检查的工作要求。 2、保荐人已与公司签订保荐协议，该协议已明确了双方在持续督导期间的 权利义务，并报上海证券交易所备案。 （3）查阅公司与实际控制人及其关联方的资金往来明细及相关内部审议文 件、信息披露文件，查阅公司出具的 2025 年半年度报告； （4）查阅公司募集资金管理相关制度、募集资金使用信息披露文件和决策 程序文件、募集资金专户银行对账单、募集资金使用明细账、公司出具的《2025 年半年度募集资金存放与实际使用情况的专项报告》； 1 （5）对公司及其实际控制人、董事、监事、高级管理人员进行公开信息查 ...

Core Viewpoint - The article emphasizes the significant growth and global expansion of China's lithium battery industry, highlighting the need for companies to adopt a more rational and cautious approach to overseas ventures, balancing policy, market, and cost considerations [4][42]. Group 1: Lithium Battery Segment - CATL's overseas revenue reached 61.208 billion yuan in the first half of the year, accounting for 34.22% of total revenue, with a year-on-year increase of 21.14% [8]. - BYD exported 89.9 GWh of power batteries and energy storage systems in the first half of the year, a year-on-year increase of 58.4%, capturing a global market share of 17.8% [9][10]. - EVE Energy's overseas revenue for the first half of 2025 was 6.969 billion yuan, a year-on-year increase of 28.05%, with a gross margin of 21.71% [11]. - Guoxuan High-Tech's overseas revenue was 6.4 billion yuan, accounting for 33% of total revenue, with a focus on expanding production capacity in Thailand, Vietnam, and Morocco [13][14]. - A new trend in the industry is the shift from simple product exports to comprehensive overseas strategies, including technology, capital, and project investments [43]. Group 2: Positive Developments in the Industry - The article notes that many leading lithium battery companies have overcome previous overcapacity issues and are now experiencing full order books for overseas factories, such as CATL's German factory and EVE Energy's Indonesian project [44]. - The article highlights the supportive policies from Chinese customs to facilitate the export of lithium batteries, which are classified as hazardous goods [45]. - Southeast Asia is identified as a key market for lithium battery companies, with favorable policies and abundant resources, making it an attractive base for expansion [46]. Group 3: Emerging Markets and Strategic Considerations - The article discusses the complexities of entering European and North American markets, where Chinese companies face high barriers but also opportunities due to the lack of established local supply chains [46]. - Emerging markets in Africa, the Middle East, and South America are seen as important areas for energy storage and solar power projects, requiring companies to understand local regulations and policies [47].

Core Viewpoint - In the first half of 2025, the company's performance is under pressure due to delayed order confirmations and significant impairment losses, but the new order volume has increased significantly year-on-year, and operational cash flow has turned positive, providing strong support for future performance improvement [1] Financial Performance - For the first half of 2025, the company achieved revenue of 1.664 billion yuan, a year-on-year decrease of 30.50%, and a net profit attributable to shareholders of -708 million yuan, a year-on-year decrease of 565.65% [2][3] - In Q2 2025, the company reported revenue of 1.126 billion yuan, a year-on-year decrease of 16.43% but a quarter-on-quarter increase of 108.85%, with a net profit of -520 million yuan, a year-on-year decrease of 569.08% and a quarter-on-quarter decrease of 175.21% [2][3] Cash Flow and Operational Quality - The net cash flow from operating activities for the first half of 2025 reached 248 million yuan, a significant improvement from -690 million yuan in the same period last year, indicating enhanced operational quality and collection capabilities [4] Order Growth and Global Strategy - The company signed new orders worth approximately 4.421 billion yuan in the first half of 2025, a year-on-year increase of 117.5%, with total orders on hand amounting to approximately 10.085 billion yuan, a year-on-year increase of about 46% [5] - The company’s overseas orders reached 1.888 billion yuan, a year-on-year increase of 192.5%, indicating a growing share of overseas orders and a successful global strategy implementation [5] Technological Development - The company is actively involved in the research and development of solid-state battery equipment, pursuing both "oxide + lithium metal anode" and "sulfide + silicon-carbon anode" technology routes [6] - The company has successfully developed and industrialized various innovative products in the laser and automation sectors, with significant order growth in the consumer electronics and medical fields [7] Future Outlook - Revenue projections for 2025-2027 are 4.582 billion yuan, 5.471 billion yuan, and 6.640 billion yuan, with corresponding net profits of -436 million yuan, 411 million yuan, and 513 million yuan, indicating a potential recovery and growth trajectory [8]

海目星激光科技集团股份有限公司 2025 年第一次临时股东会会议资料 海目星激光科技集团股份有限公司 2025 年第一次临时股东会 会议资料 二〇二五年九月 海目星激光科技集团股份有限公司 2025 年第一次临时股东会会议资料 目录 | 海目星激光科技集团股份有限公司 2025 年第一次临时股东会会议须知 1 | | --- | | 海目星激光科技集团股份有限公司 年第一次临时股东会会议议程 2025 3 | | 议案一：关于调整向控股子公司提供财务资助暨关联交易的议案 4 | 海目星激光科技集团股份有限公司 2025 年第一次临时股东会会议资料 海目星激光科技集团股份有限公司 2025 年第一次临时股东会会议须知 各位股东及股东代表： 为了维护全体股东的合法权益，确保股东会的正常秩序和议事效率，保证会 议的顺利进行，根据《中华人民共和国公司法》《中华人民共和国证券法》、中 国证券监督管理委员会《上市公司股东会规则》以及《海目星激光科技集团股份 有限公司章程》《海目星激光科技集团股份有限公司股东大会议事规则》的相关 规定，特制定2025年第一次临时股东会会议须知： 一、为确认出席股东会的股东或其代理人或其他出 ...

格隆汇9月10日丨海目星(688559.SH)在投资者互动平台表示，公司在固态电池设备领域属于自主可控， 不仅拥有知识产权，还有庞大的研发技术团队，支持固态相关技术的研发、测试、量产上市及售后服 务。责任编辑：钟离 ...

Core Viewpoint - The company, HaiMuxing, is a pioneer in the solid-state battery equipment sector, simultaneously developing two technological routes: "lithium metal anode + oxide electrolyte" and "silicon-carbon anode + sulfide electrolyte" [1] Group 1: Technological Development - The company possesses intellectual property and a large R&D team to support the development, testing, mass production, and after-sales service of solid-state battery technologies [1] - It has successfully established a complete process for the mass production of lithium metal solid-state batteries and received orders for 2 GWh of production equipment valued at 400 million yuan, marking the first commercial order for high-energy lithium metal solid-state battery equipment in the industry [1] Group 2: Equipment and Production - In the sulfide all-solid-state battery route, the company has achieved comprehensive coverage of key manufacturing equipment, including solid-state electrode preparation, solid-state electrolyte film preparation, and bare cell assembly [1] - The company has made several technological breakthroughs in core processes and has provided pilot line equipment for sulfide solid-state batteries to several leading global new energy technology companies, with the equipment receiving high recognition from customers and being shipped in succession [1]

格隆汇9月10日丨海目星(688559.SH)在投资者互动平台表示，公司在固态电池设备领域属于自主可控， 不仅拥有知识产权，还有庞大的研发技术团队，支持固态相关技术的研发、测试、量产上市及售后服 务。 （原标题：海目星(688559.SH)：有庞大的研发技术团队，支持固态相关技术的研发、测试、量产上市 及售后服务） ...

9月10日，海目星盘中上涨2.11%，截至09:43，报41.66元/股，成交1.25亿元，换手率1.24%，总市值 103.22亿元。 截至6月30日，海目星股东户数1.59万，较上期增加4.49%；人均流通股15629股，较上期减少3.85%。 2025年1月-6月，海目星实现营业收入16.64亿元，同比减少30.50%；归母净利润-7.08亿元，同比减少 565.65%。 海目星今年以来股价涨21.10%，近5个交易日涨9.11%，近20日涨32.63%，近60日涨30.23%。 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%。 海目星所属申万行业为：机械设备-自动化设备-激光设备。所属概念板块包括：TOPCo ...