1月12日，多家上市公司通过互动平台、披露投资者关系活动记录表等渠道披露公司在医药、PCB等方 面最新情况： 【医药】 仁和药业：对于鼻病毒感染后引发的相关症状，公司目前有产品可供消费者对症使用 【电池】 【养殖业】 【其他】 子公司宁波南大光电ArF光刻胶的产能为50吨/年 牧原股份：公司建设超健康种猪选育平台，培育更适合中国养殖条件和市场需求的优质种猪 【PCB】 科翔股份：公司800G光模块PCB、服务器用PCB均已实现小批量供货 科翔股份：公司的PCB产品可以应用于航空航天领域 目前已有供货 通光线缆：公司是中航集团、航天科技集团等单位的主要合格供应商 陕西华达：公司深度参与星网、千帆等航天项目，已为星网二期配套产品 必创科技：公司部分产品可针对核聚变领域中的高温等离子体进行光谱学诊断 海目星：已与头部光伏电池组件厂深入研发钙钛矿叠层电池 ...

Core Viewpoint - The company, HaiMuxing, is a core supplier of laser equipment for leading photovoltaic cell manufacturers, Jinko and Trina, and is actively involved in the research and development of perovskite tandem solar cells, which are expected to enhance photoelectric efficiency and wattage per gram (w/g) [1] Group 1 - HaiMuxing has confirmed its role as a core supplier of laser equipment to Jinko and Trina [1] - The company is engaged in deep research and development of perovskite tandem solar cells with leading photovoltaic manufacturers [1] - The perovskite technology is anticipated to improve both photoelectric efficiency and wattage per gram (w/g) [1] Group 2 - The advancements in perovskite tandem solar cells may lead to applications in low Earth orbit satellites and space computing power generation [1]

格隆汇1月12日丨海目星(688559.SH)在投资者互动平台表示，我们已经与头部光伏电池组件厂深入研发 钙钛矿叠层电池，该技术将助力光电效率和瓦克比（w/g）持续上升，后续相关电池有望用于低轨卫星 及太空算力发电。 ...

格隆汇1月12日丨海目星(688559.SH)在投资者互动平台表示，我们已经与头部光伏电池组件厂深入研发 钙钛矿叠层电池，该技术将助力光电效率和瓦克比（w/g）持续上升，后续相关电池有望用于低轨卫星 及太空算力发电。 ...

Core Viewpoint - The stock of HaiMuxing has shown significant growth in recent trading sessions, with a notable increase in both price and trading volume, indicating strong market interest and potential investment opportunities [1][2]. Group 1: Stock Performance - On January 9, HaiMuxing's stock rose by 2.19%, reaching a price of 56.50 CNY per share, with a trading volume of 186 million CNY and a turnover rate of 1.36%, resulting in a total market capitalization of 13.998 billion CNY [1]. - Year-to-date, the stock price has increased by 17.56%, with a 5-day increase of 17.56%, a 20-day increase of 22.64%, and a 60-day increase of 42.68% [1]. Group 2: Financial Performance - For the period from January to September 2025, HaiMuxing reported a revenue of 2.704 billion CNY, reflecting a year-on-year decrease of 25.47%, while the net profit attributable to shareholders was -913 million CNY, a significant decline of 645.04% [2]. Group 3: Business Overview - HaiMuxing Laser Technology Group Co., Ltd. is located in Longhua District, Shenzhen, Guangdong Province, and was established on April 3, 2008. The company was listed on September 9, 2020, and its main business involves the research, design, production, and sales of laser and automation equipment across various sectors [1]. - The revenue composition of the company 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]. Group 4: Shareholder Information - As of October 31, the number of shareholders for HaiMuxing was 17,700, a decrease of 10.17% from the previous period, with an average of 13,998 shares held per shareholder, an increase of 11.32% [2]. - The top ten circulating shareholders include new entrants such as Hong Kong Central Clearing Limited and several ETFs, indicating a diversification of the shareholder base [3].

Core Viewpoint - The company, HaiMuxing (688559.SH), is the first in the industry to simultaneously pursue dual technology routes of "oxide electrolyte + lithium metal anode" and "sulfide electrolyte + silicon-carbon anode" for solid-state battery equipment, and it has secured commercial mass production orders for solid-state battery equipment [1] Group 1: Technology and Innovation - The company possesses independent intellectual property rights and a strong R&D team to support the development, testing, mass production, and after-sales service of solid-state battery technologies [1] - Innovative equipment developed by the company includes: 1. Micro-embossed ultra-thin coating technology, achieving a coating thickness of 0.5-4μm, which is crucial for enhancing the quality and energy density of solid-state batteries [1] 2. Ultra-thin multi-layer coating technology reduces the coating thickness of silicon-carbon anodes to 7.5-15μm, over 80% thinner than traditional processes, enabling ultra-thin coating for high-silicon anodes [1] 3. Lithium metal foil production utilizes ultra-fast laser non-contact processing, effectively avoiding issues related to traditional die cutting [1] 4. Ultra-fast laser scribing technology enhances battery cycle life and rate performance by constructing micro-gas channels [1] - The company is the first in the industry to apply ultra-fast laser technology to solid-state batteries, achieving industry-leading advancements in lithium metal cutting and scribing insulation processes [1]

1月7日，智通财经记者获悉，欣界能源已给亿航216系列eVTOL供应固态锂金属电池，后者已经完成全 国首例无人驾驶载人类航空器跨海峡飞行。 猎鹰固态锂金属电池的能量密度突破480Wh/kg，较当前主 流航空电池提升1.5-2倍以上。智通财经记者从产业链获悉，深圳海目星是该固态电池生产的设备总包 商。 ...

截至1月6日收盘，电子纸概念上涨3.14%，位居概念板块涨幅第9，板块内，22股上涨，苏大维格20%涨 停，海目星、京东方A、新相微等涨幅居前，分别上涨7.89%、6.38%、5.13%。跌幅居前的有清越科 技、汉王科技等，分别下跌1.98%、0.71%。 今日涨跌幅居前的概念板块 电子纸概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 000725 | 京东方 A | 6.38 | 5.73 | 102420.63 | 11.01 | | 300331 | 苏大维 格 | 20.00 | 31.91 | 39941.65 | 15.63 | | 688559 | 海目星 | 7.89 | 7.16 | 13513.95 | 14.52 | | 688593 | 新相微 | 5.13 | 5.54 | 3466.19 | 9.14 | | 002217 | 合力泰 | 2.93 | 4.11 | 3447. ...

嘉合锦荣混合A（016761）基金经理为王东旋。 数据显示，嘉合基金旗下1只基金重仓海目星。嘉合锦荣混合A（016761）三季度持有股数4.66万股，占 基金净值比例为4.28%，位居第七大重仓股。根据测算，今日浮盈赚取约11.37万元。 嘉合锦荣混合A（016761）成立日期2022年12月27日，最新规模3063.71万。今年以来收益3.04%，同类 排名7323/8155；近一年收益3.04%，同类排名7323/8155；成立以来亏损21.79%。 1月5日，海目星涨5.08%，截至发稿，报50.50元/股，成交4.29亿元，换手率3.52%，总市值125.12亿 元。 截至发稿，王东旋累计任职时间10年122天，现任基金资产总规模7524.86万元，任职期间最佳基金回报 111.39%， 任职期间最差基金回报-17.4%。 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 ...

Core Viewpoint - The solid-state battery narrative is moving closer to industrialization, with multiple companies making significant moves in technology collaboration, equity binding, and mergers to enhance the supply chain and production capacity [2][7]. Group 1: Company Developments - Xinjie Energy has launched its first batch of products from a 10GWh solid-state lithium metal battery project, emphasizing the importance of solid electrolyte film formation and interface integration for applications in eVTOL, robotics, and consumer electronics [2]. - Tiantian Technology has deepened its collaboration with Xinjie Energy by investing 300 million yuan for a 5.7692% stake, transitioning from a simple order relationship to a more integrated equity partnership [3]. - Haimeixing's investment fund has also increased its stake in Xinjie Energy, now holding 0.7634% equity, while the company claims to have streamlined the entire production process for lithium metal solid-state batteries [4]. - Jiyuan Technology has strategically invested 5 million yuan in Shenzhen Lithium Silicon New Materials, which focuses on ultra-thin lithium metal anode materials, positioning itself within the supply chain of Xinjie Energy [5]. - Shengxin Lithium Energy has established a new solid-state battery materials technology company with a registered capital of 20 million yuan, expanding its operations into new materials research and battery manufacturing [6]. - Ganfeng Lithium's solid-state battery platform is targeting high-value applications and overseas markets, collaborating with Zhejiang Fengli New Energy to develop technologies for drones and robotics [7]. Group 2: Industry Trends - The recent activities of these companies indicate a shift from conceptual discussions about solid-state batteries to tangible actions involving capacity, equipment, materials, and capital allocation [7][8]. - The supply chain is increasingly focusing on new nodes such as lithium metal anodes, solid electrolyte film formation, and ultra-thin lithium metal materials, marking a transition from laboratory research to industrial production [7].