Core Viewpoint - The competition in the lithium battery equipment industry is shifting towards a global market, advanced technology, and intelligent manufacturing, with key factors including achieving a tenfold efficiency leap in core processes like laser cutting, establishing localized service systems globally, and positioning for next-generation solid-state batteries and AI manufacturing [2] Company Overview - HaiMoxing, as a representative of equipment companies focusing on laser technology, is leading the efficiency revolution and globalization in lithium battery manufacturing [3] - Dr. Zhao Shengyu, Chairman of HaiMoxing, emphasizes the company's strategic determination to prioritize customer interests despite challenges [5] Technological Advancements - The company is accelerating its layout in next-generation technologies, having secured over 400 million yuan in orders for a 2GWh production line from Xinjie Energy and delivered trial line equipment to top global clients [6] - In terms of intelligent manufacturing, the company is promoting large-scale implementation of AI, adopting a cross-disciplinary approach of "micro-nano and semiconductor" to tackle future challenges [7] Upcoming Conference Insights - Dr. Zhao will present a systematic overview of HaiMoxing's perspective on the "new order of global lithium battery equipment" at the upcoming conference [8] - Key areas of focus include: - Policy direction shifting from "subsidy-driven" to "rule-guided" [9] - Market dynamics evolving from "single-pole driven" to "multi-pole explosion" [10] - Technological evolution transitioning from "parallel exploration" to "convergent breakthroughs" [11] Strategic Initiatives - The company is addressing the critical question of how equipment firms can position themselves in the multi-route parallel landscape of the "post-lithium battery era" to avoid misdirection in technology investments [12] - HaiMoxing is advancing a "three localization" strategy (organization, service, innovation) which will be fully presented at the conference [13]

Group 1 - RuiPu LanJun completed H-share placement, raising approximately HKD 794 million for working capital and business development [6] - The placement involved the sale of 60 million shares at HKD 13.35 per share, representing about 6.86% of the issued H-shares before the placement [5] - The fifth generation of lithium iron phosphate batteries has begun mass production at CATL, achieving breakthroughs in energy density and cycle life [7] Group 2 - Haibo Shichuang signed a ten-year strategic cooperation agreement with CATL, committing to purchase a cumulative total of 200 GWh of electricity from 2026 to 2028 [8] - Pylon Technologies signed a contract for a 2 GWh energy storage battery project in Hefei, with a total investment of CNY 1 billion [9] - Guizhou Zhaoke Energy's lithium battery production project has been completed, with an annual capacity of 2 GWh [10] Group 3 - The first phase of the Times Chang'an capacity expansion project has been put into production in Yibin, increasing CATL's capacity from 180 GWh to 210 GWh [11] - Chuangneng New Energy has entered the automotive sector by acquiring the Weima factory, allowing it to bypass lengthy approval processes for production qualifications [12][13] - Shangtai Technology plans to invest in a 200,000-ton anode material project with an estimated total investment of approximately CNY 4.07 billion [15] Group 4 - Ganfeng Lithium's PPGS lithium salt lake project in Argentina has received a key environmental impact assessment report, marking significant progress [16] - A new silicon-carbon anode material project has been signed in Inner Mongolia, with a planned investment of CNY 5 billion [17] - GCL signed a contract for a 150,000-ton lithium battery cathode material project in Sichuan, expected to be operational by the end of 2025 [18] Group 5 - Haike New Source signed a strategic cooperation agreement with Kunlun New Materials for the supply of 596,200 tons of electrolyte solvents from 2026 to 2028 [20] - CATL invested in a silicon-carbon anode material company, increasing its stake in the industry [21] - Hunan Youneng reported a 64.86% increase in phosphate cathode material sales in the first three quarters, totaling 784,900 tons [22] Group 6 - Zhongding Intelligent has re-applied for listing on the Hong Kong Stock Exchange, with revenue projections showing steady growth from CNY 1.643 billion in 2022 to CNY 1.798 billion in 2024 [24] - Shenzhen Zhongji has initiated IPO counseling for listing on the Beijing Stock Exchange, focusing on lithium battery production automation [25] - Haimeixing has supplied various lithium battery process equipment to Zhongxin Innovation, strengthening their long-term partnership [26] Group 7 - A 400,000-ton battery recycling project has been approved in Anhui, aimed at reusing waste batteries [28] - A new recovery technology developed in South Korea can recover over 95% of nickel and cobalt from used batteries, significantly improving efficiency and environmental impact [29] - Yiwei Lithium Energy's chairman discussed the core challenges in battery technology, emphasizing lifecycle value and performance in extreme cold [30] Group 8 - GAC and CATL signed a comprehensive strategic cooperation agreement to enhance collaboration in the new energy sector [32] - Li Bin has stepped down as chairman of NIO Battery Technology, a move coinciding with the company's push for profitability [33] - XPeng Motors' market capitalization surpassed Geely's, driven by strong performance in AI and robotics product launches [34]

Core Insights - The 2025 High-Performance Lithium Battery Annual Conference will take place from November 18 to 20 in Shenzhen, focusing on the trends and future opportunities in the lithium battery industry [1][2]. Industry Trends - The conference will feature 12 specialized sessions covering key topics across the entire industry chain, with over 1,500 executives from more than 1,000 mainstream companies discussing the industry's past 15 years and future challenges [2]. - The industry is shifting from low-level competition to higher standards, emphasizing long-life technology and innovative solutions to user pain points [8]. Keynote Speakers - Notable speakers include Zeng Yuqun, Chairman of CATL, and Wang Mingwang, Founder of Sunwoda, who will address the conference [3][9]. Innovation and Technology - CATL emphasizes the need for a new powder electrochemistry theory to solidify its leading position in the industry, moving beyond existing electrochemical theories [5]. - The industry faces challenges from blind capacity expansion and the need for original technological innovation to create core competitive advantages [13]. Market Dynamics - The competition in the energy storage and electric vehicle sectors is increasingly driven by consumer demand rather than just price competition [16]. - The lithium battery industry is experiencing a wave of globalization, with companies needing to adapt to local markets and regulations for sustainable growth [31]. Future Outlook - The recycling economy is expected to grow significantly by 2030, with millions of vehicles needing processing, marking a pivotal moment for circular economy practices [36]. - Solid-state battery technology is progressing, with advancements in semi-solid and quasi-solid batteries showing potential for various applications [39]. Strategic Recommendations - Companies are advised to adopt a three-step strategy for internationalization, focusing on product exports, localized production, and global optimization of resources [25]. - The integration of artificial intelligence in equipment manufacturing is seen as essential for improving efficiency and achieving breakthroughs in production [47].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688559 证券简称：海目星 公告编号：2025-066 海目星激光科技集团股份有限公司 董事会薪酬与考核委员会关于公司2025年限制性股票激励计划激励对象名单的核查意见及公示情况说明 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30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，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。根据《上市公司股权激励管理办法》（以下简称"《管理办法》"）、《上海 证券交易所科创板股票上市规则》（以下简称"《上市规则》"）、《科创板上市公司自律监管指南第4 号一一股权激励信息披露》（以下简称"《自律监管指南4号》"）的相关规定，公司对2025年限制性股 票激励计划激励对象名单在公司内部进行了公示。公司董事会薪酬与考核委员结合公示情况对激励对象 进行了核查，相关公示情况及核查情况如下： 一、公示情况说明及核查方式 ...

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 30 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，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。根据《上市公司股权激励管理办法》（以下简称"《管理办法》"）、 《上海证券交易所科创板股票上市规则》（以下简称"《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》（以下简称 "《自律监管指南 4 号》"）的相关规定，公司对 2025 年限制性股票激励计划 激励对象名单在公司内部进行了公示。公司董事会薪酬与考核委员结合公示情 况对激励对象进行了核查，相关公示情况及核查情况如下： 一、公示情况说明及核查方式 海目星激光科技集团股份有限公司 董事会薪酬与考核委员会关于公司 2025 年限制 性股票激励计划激励对象名单的核查意见及公示 情况说明 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。 1、公示情况说明 公司于 2025 年 11 月 1 日在上海证券交易所网站（ht ...

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会议资料 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 会议资料 二〇二五年十一月 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会议资料 目录 | 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会议须知 1 | | --- | | 海目星激光科技集团股份有限公司 年第二次临时股东会会议议程 3 2025 | | 议案一：关于取消监事会、变更公司注册资本、修订《公司章程》并办理工商登记的议案5 | | 议案二：关于修订及制定公司部分治理制度的议案 7 | | 议案三：关于续聘会计师事务所的议案 8 | | 议案四：关于公司《2025 年限制性股票激励计划（草案）》及其摘要的议案 9 | | 年限制性股票激励计划实施考核管理办法》的议案 议案五：关于公司《2025 10 | | 议案六：关于提请股东会授权董事会办理公司 年限制性股票激励计划相关事宜的议案 2025 | | 11 | | 议案七：关于公司《2025 年员工持股计划（草案）》及其摘要的议案 13 | | 年员工持股计划管理办法》的议案 议案八：关 ...

Core Viewpoint - Haimeixing's stock price increased by 5.11% to 48.35 CNY per share, with a trading volume of 363 million CNY and a turnover rate of 3.14%, resulting in a total market capitalization of 11.979 billion CNY [1] Group 1: Company Overview - Haimeixing Laser Technology Group Co., Ltd. is located in Longhua District, Shenzhen, Guangdong Province, and was established on April 3, 2008, with its listing date on September 9, 2020 [1] - The company's 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] Group 2: Revenue Composition - The revenue composition of Haimeixing is as follows: - Laser and automation equipment for power batteries: 60.28% - Laser and automation equipment for 3C consumer electronics: 18.04% - Laser cutting equipment for sheet metal: 10.52% - Laser and automation equipment for the photovoltaic industry: 7.98% - Other industries: 3.17% [1] Group 3: Shareholder Information - Southern Fund's Southern CSI 1000 ETF (512100) entered the top ten circulating shareholders of Haimeixing in the third quarter, holding 1.8003 million shares, which is 0.73% of the circulating shares [2] - The ETF has a current scale of 76.63 billion CNY and has achieved a year-to-date return of 28.92% [2] - The fund manager, Cui Lei, has a tenure of 7 years and 9 days, with a total fund asset scale of 122.76 billion CNY [2]

Core Insights - Haimuxing Laser Technology Group Co., Ltd. experienced a stock price increase of 5.11%, reaching 48.35 CNY per share, with a trading volume of 363 million CNY and a turnover rate of 3.14%, resulting in a total market capitalization of 11.979 billion CNY [1] Company Overview - Haimuxing was established on April 3, 2008, and went public on September 9, 2020. The company is located in Longhua District, Shenzhen, Guangdong Province [1] - The main business areas include research, design, production, and sales of laser and automation equipment for various industries, including consumer electronics, power batteries, and sheet metal processing [1] Revenue Composition - The revenue breakdown is as follows: - Laser and automation equipment for power batteries: 60.28% - Laser and automation equipment for 3C consumer electronics: 18.04% - Laser cutting equipment for sheet metal: 10.52% - Laser and automation equipment for the photovoltaic industry: 7.98% - Other industries: 3.17% [1] Fund Holdings - Nanhua Fund has a significant holding in Haimuxing, with the Nanhua Ruiying Mixed Initiation A fund (004845) holding 54,900 shares, accounting for 6.08% of the fund's net value, making it the sixth-largest holding [2] - The fund has generated an estimated floating profit of approximately 128,900 CNY today [2] Fund Performance - Nanhua Ruiying Mixed Initiation A was established on August 16, 2017, with a current size of 4.9957 million CNY. Year-to-date returns are 7.46%, ranking 6453 out of 8140 in its category, while the one-year return is 6.91%, ranking 6136 out of 8056 [2] - Since inception, the fund has achieved a return of 44.26% [2] Fund Management - The fund is managed by Xu Chao and Lu Yue. Xu has a tenure of 10 years and 14 days, with a total asset size of 1.444 billion CNY, achieving a best return of 129.63% and a worst return of -18.74% during his tenure [3] - Lu has a tenure of 1 year and 121 days, managing assets of 37.9123 million CNY, with a best return of 32.59% and a worst return of 31.57% [3]

Core Insights - Haimuxing's stock increased by 5.11% to 48.35 CNY per share, with a trading volume of 363 million CNY and a turnover rate of 3.14%, resulting in a total market capitalization of 11.979 billion CNY [1] Company Overview - Haimuxing Laser Technology Group Co., Ltd. is located in Longhua District, Shenzhen, Guangdong Province, established on April 3, 2008, and listed on September 9, 2020 [1] - The company's 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] Revenue Composition - The revenue breakdown of Haimuxing's main business is as follows: - Laser and automation equipment for power batteries: 60.28% - Laser and automation equipment for 3C consumer electronics: 18.04% - Laser cutting equipment for sheet metal: 10.52% - Laser and automation equipment for the photovoltaic industry: 7.98% - Other industries: 3.17% [1] Shareholder Information - Tianhong Fund's Tianhong CSI Robot ETF (159770) entered the top ten circulating shareholders of Haimuxing, holding 2.1663 million shares, which is 0.87% of the circulating shares [2] - The Tianhong CSI Robot ETF has a current scale of 9.078 billion CNY and has achieved a year-to-date return of 25.9% [2] Fund Manager Performance - Fund manager Liu Xiaoming has a tenure of 7 years and 51 days, with a total fund asset scale of 19.894 billion CNY and a best return of 65.27% during his tenure [2] - Fund manager Qi Shichao has a tenure of 297 days, managing assets of 32.53 billion CNY, with a best return of 44.44% during his tenure [2]

Group 1 - The core viewpoint of the news is that Haimeixing Laser Technology Group Co., Ltd. has seen a stock price increase of 5.14%, reaching 46.21 CNY per share, with a total market capitalization of 11.449 billion CNY [1] - The company, established on April 3, 2008, and listed on September 9, 2020, specializes in the research, design, production, and sales of laser and automation equipment across various industries, including consumer electronics and power batteries [1] - The revenue composition of the company 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 industries [1] Group 2 - From the perspective of fund holdings, one fund under Chuangjin Hexin has a significant position in Haimeixing, with 519,200 shares held, accounting for 4.49% of the fund's net value, making it the eighth-largest holding [2] - The fund, Chuangjin Hexin New Materials New Energy Stock A (011142), has a total scale of 126 million CNY and has achieved a year-to-date return of 22.6%, ranking 2487 out of 4216 in its category [2] - The fund manager, Xie Tianhui, has been in position for nearly four years, with the fund's total assets amounting to 486 million CNY [3]