Core Viewpoint - The article highlights the upcoming 2025 High-Performance Lithium Battery Annual Conference and the Golden Ball Awards, emphasizing the event's significance in recognizing innovation and excellence in the lithium battery industry [2][3]. Event Overview - The 2025 High-Performance Lithium Battery Annual Conference will take place from November 18-20, 2025, at the JW Marriott Hotel in Shenzhen [2]. - The event is organized by GGII and features various sponsors, including HaiMoxing Laser and Da Zhu Lithium Battery [2]. Golden Ball Awards - The Golden Ball Awards, often referred to as the "Oscars of the Lithium Battery Industry," have been held since 2013 and aim to recognize credible products and brands within the industry [2]. - Over 160 companies are participating in the 2025 Golden Ball Awards evaluation, showcasing the industry's growth and competitiveness [2]. Company Highlights - Zhongxin Innovation is a leading global new energy technology company focused on creating a comprehensive energy operation system and providing solutions for various new energy applications [3]. - HaiMoxing Laser, established in 2008 and listed on the STAR Market in 2020, specializes in laser technology applications across multiple sectors, including lithium batteries [5]. - Hunan Zhongke Xingcheng is a national high-tech enterprise dedicated to the research and production of lithium-ion battery anode materials, holding over 100 patents [7]. - Tianci Materials, founded in 2000, has become a leader in lithium-ion battery electrolyte sales globally and is expanding its international presence with subsidiaries in several countries [9][10]. Participation and Recognition - The article lists numerous companies that have participated in the Golden Ball Awards, indicating a robust competitive landscape in the lithium battery sector [13]. - The evaluation process for the awards includes self-nomination and expert review, culminating in the award ceremony on November 20, 2025 [14].

Investment Rating - The report maintains an "Outperform" rating for the solid-state battery industry [1]. Core Viewpoints - Solid-state batteries are expected to see rapid growth in demand for electric vehicles due to their significant advantages in safety and energy density, supported by strong policy backing [1][3]. - The production of solid-state batteries is anticipated to accelerate, with production lines and equipment likely to benefit first from this transition [1][3]. - The global market for solid-state battery equipment is projected to reach CNY 40 billion in 2024, with expectations to grow to CNY 1,079.4 billion by 2030 [28][30]. Summary by Sections Industry Overview - Solid-state batteries are positioned as the next-generation technology for electric vehicle power sources, offering superior safety and energy density compared to traditional lithium-ion batteries [1][13]. - The industry is experiencing a dual drive from both policy and market forces, leading to an increase in production capacity and technological advancements [1][19]. Market Dynamics - Equipment orders for solid-state batteries are expected to precede the demand for end products, indicating a rapid growth potential in the equipment market [23][28]. - The solid-state battery equipment market is projected to grow significantly, with a forecasted market size of CNY 1,079.4 billion by 2030 [28][30]. Technological Developments - The introduction of new equipment and upgrades across various production stages is essential for the solid-state battery industry, particularly in the front-end and mid-stage processes [24][31]. - The solid-state battery production process requires specific equipment that differs from traditional lithium-ion battery production, necessitating significant investment in new technologies [24][31]. Investment Recommendations - The report suggests focusing on specific equipment segments such as dry electrode technology and static pressure equipment, which are expected to see increased demand and penetration rates [3][19]. - Companies like Xianlead Intelligent, Winbond Technology, and others are highlighted as key players to watch in the solid-state battery equipment sector [3][19].

Core Viewpoint - The company emphasizes the importance of communication with investors and actively engages through various channels to gather feedback and suggestions [1] Group 1 - The company values investor communication and interaction [1] - The company utilizes multiple platforms such as e-interaction, investor hotline, and email for engagement [1] - The company encourages interested investors to reach out through the mentioned channels for discussions [1]

每经AI快讯，有投资者在投资者互动平台提问：请介绍一下子公司海目芯微是做什么的，未来会继续 收购海目芯微的股权吗？ 海目星（688559.SH）10月20日在投资者互动平台表示，深圳市海目芯微电子装备科技有限公司是公司 的参股公司，该公司的经营情况不属于上市公司的披露范畴，相关信息请联系对方公司。 （记者 王晓波） ...

Core Insights - The event organized by Guohai Securities showcased Haimeixing's advancements in laser technology and its strategic positioning in the intelligent manufacturing sector [1][3] - Haimeixing has made significant strides in the development of solid-state battery equipment, positioning itself as a strong competitor in the global market [2] Group 1: Company Overview - Haimeixing is a leading player in the laser technology field, focusing on intelligent manufacturing and the development of equipment for the entire process of power battery production [1][3] - The company has established a strategic manufacturing base in Jiangmen, which integrates research, production, and testing, and has achieved large-scale production to meet global order demands [1] Group 2: Technological Advancements - The company is the first in the industry to develop equipment for both "oxide + lithium metal anode" and "sulfide + silicon-carbon anode" technology routes, marking a significant technological breakthrough [2] - Haimeixing has transitioned from the research and development phase to mass delivery and commercialization of solid-state battery equipment, enhancing its competitive edge in the global market [2] Group 3: Market Performance - The company has experienced explosive growth in overseas orders, with a year-on-year increase of 192.5%, particularly in the lithium battery manufacturing equipment sector [2] - Haimeixing has become a core supplier for several leading overseas companies, gaining widespread recognition in international markets [2]

Core Viewpoint - The stock of HaiMuxing has shown fluctuations with a recent increase of 2.07%, while the company faces a significant decline in revenue and profit for the first half of 2025 [1][2]. Company Overview - HaiMuxing Laser Technology Group Co., Ltd. is located in Longhua District, Shenzhen, Guangdong, and was established on April 3, 2008, with its listing date on September 9, 2020 [1]. - The company specializes in 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 includes: 60.28% from power battery laser and automation equipment, 18.04% from 3C consumer electronics laser and automation equipment, 10.52% from sheet metal laser cutting equipment, 7.98% from the photovoltaic industry, and 3.17% from other sectors [1]. Financial Performance - As of June 30, 2025, HaiMuxing reported a revenue of 1.664 billion yuan, a year-on-year decrease of 30.50%, and a net profit of -708 million yuan, reflecting a significant decline of 565.65% [2]. - The company has distributed a total of 60.4585 million yuan in dividends since its A-share listing [3]. Shareholder Information - As of June 30, 2025, the number of shareholders increased to 15,900, representing a 4.49% rise, while the average circulating shares per person decreased by 3.85% to 15,629 shares [2]. - Among the top ten circulating shareholders, Huaxia Zhongzheng Robot ETF holds 4.415 million shares, an increase of 1.6939 million shares compared to the previous period [3].

Core Viewpoint - The 2025 (15th) High-tech Lithium Battery Annual Conference will serve as a high-end communication platform for the lithium battery industry, focusing on technological iterations and global competition, with China maintaining a leading position due to its complete industrial chain and innovation capabilities [2][4]. Group 1: Event Details - The conference will take place from November 18-20, 2025, at the JW Marriott Hotel in Qianhai, Shenzhen [2][10]. - The event is organized by High-tech Lithium Battery and GGII, with major sponsorship from Hymson Laser and other companies [2][3]. Group 2: Industry Insights - The global lithium battery industry is undergoing significant changes, driven by trends such as cylindrical batteries and solid-state batteries, which are reshaping the industry chain [2]. - China is recognized for its robust lithium battery equipment manufacturing capabilities, which directly influence the competitiveness of the industry [2]. Group 3: Company Highlights - Hymson Laser, as the main sponsor, has made significant advancements in lithium battery equipment, transitioning from "replacement" to "service for overseas giants" [3][4]. - The company has achieved a historical high in overseas orders in the first half of 2025, entering the supply chains of over 20 leading overseas enterprises [4].

Core Points - The stock price of HaiMuxing has decreased by 2.00% to 38.71 CNY per share as of October 15, with a total market capitalization of 9.591 billion CNY [1] - The company has experienced a year-to-date stock price increase of 12.53%, but has seen a decline of 7.94% over the last five trading days and 5.12% over the last twenty days [1] - HaiMuxing's main business revenue composition includes 60.28% from laser and automation equipment for power batteries, 18.04% from consumer electronics, 10.52% from sheet metal cutting equipment, 7.98% from the photovoltaic industry, and 3.17% from other sectors [1] Financial Performance - For the first half of 2025, HaiMuxing reported a revenue of 1.664 billion CNY, a year-on-year decrease of 30.50%, and a net profit attributable to shareholders of -708 million CNY, a significant decline of 565.65% [2] - The company has distributed a total of 60.4585 million CNY in dividends since its A-share listing [3] Shareholder Information - As of June 30, 2025, the number of shareholders for HaiMuxing increased by 4.49% to 15,900, with an average of 15,629 circulating shares per person, a decrease of 3.85% [2] - The sixth largest circulating shareholder is 华夏中证机器人ETF, holding 4.415 million shares, an increase of 1.6939 million shares compared to the previous period [3]

Core Viewpoint - The global lithium battery industry is undergoing a critical period of technological iteration and global competition, with trends such as cylindrical batteries and solid-state batteries driving the restructuring of the industry chain. China maintains a leading position globally due to its complete industry chain and innovation capabilities, with lithium battery equipment being a core manufacturing strength that directly impacts industry competitiveness [2]. Event Overview - The 2025 (15th) High-tech Lithium Battery Annual Conference will be held from November 18-20, 2025, at the JW Marriott Hotel in Qianhai, Shenzhen, celebrating its 15th anniversary and the High-tech Golden Ball Award ceremony [2][5]. - The event aims to create a high-end communication platform for the industry, featuring the release of a blue paper, special forums, and the awarding of the Golden Ball Award, expected to attract numerous enterprises and high-level participants [4]. Company Highlight: Hymson Laser - Hymson Laser, as the main sponsor of the conference, has made significant advancements in the lithium battery equipment sector through continuous process breakthroughs and long-term system capabilities, providing a solid example for Chinese equipment companies transitioning from "replacement" to "exceeding" and from "going abroad" to "rooting" [3]. - Since its establishment in 2008, Hymson Laser has focused on technological innovation, breaking overseas equipment monopolies in collaboration with CATL in 2015 and exporting equipment to the U.S. in 2020, marking a transition from "replacement" to "serving overseas giants" [4]. - In the first half of 2025, Hymson Laser's overseas orders saw a significant year-on-year increase, reaching a historical high, with subsidiaries established in multiple regions and entering the supply chains of over 20 leading overseas enterprises [4].

Core Viewpoint - The acquisition of Xteg by HaiMuxing marks a strategic entry into the European mid-to-high-end laser cutting market, indicating a significant expansion of the company's operational footprint in Europe [1] Group 1: Acquisition Details - HaiMuxing has completed the full acquisition of Xteg, a German provider of high-end laser cutting equipment and services [1] - This acquisition is part of HaiMuxing's strategy to enhance its presence in the European market [1] Group 2: Strategic Initiatives - Following the acquisition, both companies will accelerate the implementation of a "standard configuration + value-added features" product strategy tailored to meet European customer needs [1] - The strategy aims to shorten development cycles while providing customized services and solutions for high-speed machines [1] - Comprehensive after-sales service will be included to support the new offerings [1]