证券代码：688646 证券简称：逸飞激光 公告编号：2025-020 武汉逸飞激光股份有限公司 关于第二期以集中竞价交易方式回购公司股份的进展 公告 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。 一、 回购股份的基本情况 重要内容提示： | 回购方案首次披露日 | 2025/2/5 | | --- | --- | | 回购方案实施期限 | 2025/2/24~2026/2/23 | | 预计回购金额 | 5,000 万元~10,000 万元 | | 回购用途 | √减少注册资本 √用于员工持股计划或股权激励 | | | □用于转换公司可转债 | | | □为维护公司价值及股东权益 | | 累计已回购股数 | 812,096 股 | | 累计已回购股数占总股本比例 | 0.85% | | 累计已回购金额 | 32,224,218.20 元 | | 实际回购价格区间 | 38.15 元/股~44.80 元/股 | 截至 2025 年 3 月 31 日，公司通过上海证券交易所交易系统以集中竞价交易 方式累计回购公司股份 812, ...

一、关联交易概述 基于公司发展战略、提升资本运作能力、做深公司产业布局的需要，公司拟 受让逸飞资本股东焦伟持有的逸飞资本 2%股权（对应认缴出资额 20 万元，实缴 出资额 0 元），本次交易完成后，公司持有逸飞资本的股权由 49%增至 51%，逸 飞资本成为公司的控股子公司。 同时，逸飞资本股东焦伟拟将其持有的逸飞资本 49%股权（对应认缴出资额 490 万元，实缴出资额 0 元）以 0 元对价转让给关联方逸轩投资。本次交易完成 后，逸轩投资持有逸飞资本 49%的股权。 民生证券股份有限公司关于 武汉逸飞激光股份有限公司 关于与关联方共同投资暨受让参股公司股权 的核查意见 民生证券股份有限公司（以下简称"民生证券"或"保荐机构"）作为武汉 逸飞激光股份有限公司（以下简称"逸飞激光"或"公司"）首次公开发行股票 并在科创板上市持续督导阶段的保荐机构，根据《上海证券交易所科创板股票上 市规则》《证券发行上市保荐业务管理办法》、《上海证券交易所上市公司自律监 管指引第 11 号——持续督导》、等有关规定，对逸飞激光与关联方共同投资暨受 让参股公司的股权事项进行了核查，具体情况如下： 本次交易未达到《上市公司重大资 ...

证券代码：688646 证券简称：逸飞激光 公告编号：2025-018 武汉逸飞激光股份有限公司 关于对外进行战略投资暨与武创院共同设立合资公司 的公告 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、准确性和完整性依法承担法律责任。 重要内容提示 投资标的：武汉逸飞激光股份有限公司（以下简称"公司"）拟与武汉 产业创新发展研究院（以下简称"武创院"）全资子公司武汉武创院投资有限公 司（以下简称"武创院投资"）成立合资公司湖北武逸科技有限公司（最终名称 以公司登记部门核准的名称为准，以下简称"合资公司"）。 投资金额：合资公司拟定注册资本为人民币 4,000 万元，其中公司拟认 缴出资额 2,000 万元，占注册资本总额的 50%；武创院投资拟认缴出资额 2,000 万元，占注册资本总额的 50%。 投资内容：本次设立合资公司将充分利用各方优势资源，围绕智能制造 前沿技术领域，积极响应国家战略发展方向，并基于公司在智能装备与先进制 造领域的优势，重点布局激光与柔性智造相关领域的新兴技术与新兴装备，积 极培育新的业务增长点，以产业链思维带动创新发展，打造以" ...

宁德时代再获超级储能大单 3月6日，专注能源转型基础设施投资的Quinbrook Infrastructure Partners宣布：与全球电池储能系统(BESS)领军企业宁德时代达成技术合作， 将在澳大利亚率先部署规模为3GW/24GWh的全球首个商业化8小时长时储能系统EnerQB。 新能安签订2GWh储能大单 近日，新能安与深圳市海梁科技有限公司正式签署战略合作协议，双方将围绕工商业储能安全技术、交通能源基础设施等领域展开深度协同。 规划目标3年交付2GWh储能系统，可满足超10万辆电动车的充能需求，计划首批试点将在海梁科技的VERTI-X项目中落地。 宁德时代锂钠混合电池上"新车" 近日，领克汽车官方宣布，领克900同级首搭宁德时代骁遥超级增混电池，实现三个第一，即电池能量第一（52.38kWh），同级性能第一（百 公里加速4秒级），同级充电第一（20~80% 快充 17min）。 目前官方还未透露新车的正式上市时间和价格，业内推测新车将会对标理想L8、腾势N9，价格区间或许会在30-40万元间。新车预计将在2025 年第二季度正式上市，首批展车已在全国35个城市116家门店到店。 国轩高科装机星纪元 ...

证券代码：688646 证券简称：逸飞激光 公告编号：2025-016 武汉逸飞激光股份有限公司 关于第二期以集中竞价交易方式回购公司股份的进展 公告 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。 重要内容提示： | 回购方案首次披露日 | 2025/2/5 | | --- | --- | | 回购方案实施期限 | 2025/2/24~2026/2/23 | | 预计回购金额 | 5,000 万元~10,000 万元 | | 回购用途 | √减少注册资本 √用于员工持股计划或股权激励 | | | □用于转换公司可转债 | | | □为维护公司价值及股东权益 | | 累计已回购股数 | 368,320 股 | | 累计已回购股数占总股本比例 | 0.39% | | 累计已回购金额 | 14,637,988.40 元 | | 实际回购价格区间 | 38.24 元/股~40.74 元/股 | 本次回购股份符合相关法律法规、规范性文件的规定及公司回购股份方案。 三、 其他事项 公司将严格按照《上市公司股份回购规则》《上海证券交易所上 ...

Investment Rating - The report initiates coverage with a rating of "Buy" for the company [2][7]. Core Viewpoints - The company is a leading provider of cylindrical full-tab battery equipment in China, recognized as a national-level specialized "little giant" enterprise, and has successfully expanded into new industry applications [6][17]. - The cylindrical full-tab battery technology offers superior performance, with increasing penetration in various sectors such as electric tools, two-wheeled vehicles, and energy storage, indicating significant growth potential [6][31]. - The acquisition of Wuxi New Power enhances the company's capabilities in smart manufacturing and logistics, contributing to cross-industry development [6][4]. - The company's financial forecasts indicate a robust growth trajectory, with expected net profits of 71 million, 103 million, and 154 million RMB for 2024 to 2026, respectively, reflecting a strong market position and competitive advantage [6][7]. Summary by Sections Company Overview - The company was established in 2005 in Wuhan and has evolved from laser technology development to a comprehensive provider of intelligent manufacturing solutions, focusing on lithium battery equipment [17][21]. - The main products include automatic assembly lines for cylindrical full-tab batteries, which have seen a significant revenue share, accounting for over 90% of total revenue from 2020 to 2023 [21][26]. Industry Insights - The cylindrical full-tab battery technology is characterized by high energy density and low cost, making it increasingly popular in the market [31][34]. - The demand for cylindrical batteries is expected to surge due to advancements in energy storage and electric vehicles, with significant growth in large cylindrical battery applications [42][45]. Financial Performance and Projections - The company has demonstrated rapid revenue growth, with a CAGR of 20.68% from 2020 to 2023, and net profit growth at a CAGR of 33.82% during the same period [26][28]. - The financial outlook for 2024-2026 shows a steady increase in revenue and profitability, with a projected PE ratio that is lower than comparable companies, indicating potential for stock price appreciation [7][6]. Competitive Advantages - The company maintains a strong competitive edge in the lithium battery equipment sector, having overcome significant technical challenges in manufacturing processes [6][31]. - The strategic acquisition of Wuxi New Power is expected to enhance the company's product offerings and market reach, particularly in the semiconductor and consumer electronics sectors [6][4].

Summary of Conference Call Company and Industry - The conference call primarily discusses a company in the **new energy battery industry**, focusing on its performance and strategies in the context of market challenges and opportunities. Key Points and Arguments 1. **Revenue Growth**: The company reported a revenue of **$875 million**, reflecting a year-on-year growth of **25.49%** despite a **29.42%** decline in net profit due to increased R&D and management expenses [3][4][22]. 2. **Acquisition Success**: The successful acquisition of the subsidiary **New Momentum** contributed positively to the company's earnings per share (EPS) [1][3]. 3. **Market Challenges**: The global new energy battery industry is facing structural supply-demand adjustments and intensified competition, impacting profit margins [3][21]. 4. **Strategic Focus**: The company is implementing a **"cross-cycle" strategy** aimed at enhancing operational efficiency and resilience during industry downturns while maintaining innovation as a core driver [3][4][22]. 5. **Digital Management**: Emphasis on building a digital management platform to optimize customer interactions and improve collection efficiency [4][22]. 6. **Product Development**: The company is advancing its **laser and intelligent equipment** platform, focusing on the mass production of new battery types, including solid-state and sodium batteries [4][5][22]. 7. **Customer Management**: A customer classification management system has been established to enhance collection efficiency and mitigate systemic risks [4][22]. 8. **Market Trends**: The demand for cylindrical batteries is expected to surge, with significant growth anticipated in the second half of 2024 [6][11][33]. 9. **Cost Management**: The company is actively managing costs and improving gross margins through product innovation and operational efficiencies [22][49]. 10. **Future Outlook**: The company is optimistic about future growth, particularly in emerging sectors like semiconductors and photovoltaics, and anticipates a robust order growth rate [5][21][42]. Other Important but Possibly Overlooked Content 1. **Technological Advancements**: The company is focusing on enhancing the efficiency of its production lines, with cylindrical batteries achieving efficiencies **10 times higher** than traditional square batteries [11][12]. 2. **Industry Dynamics**: The competitive landscape is shifting, with many traditional square battery projects experiencing lower margins, leading to a reevaluation of market strategies [21][46]. 3. **Risk Management**: The company is adopting a cautious approach to manage risks associated with cyclical downturns, emphasizing communication with clients and product standardization [47][48]. 4. **AI and Automation**: The company is investing in AI and automation technologies to enhance operational efficiency and product quality [38][39]. 5. **Long-term Vision**: The leadership expressed a commitment to sustainable growth and innovation, aiming to leverage industry downturns to strengthen the company's market position [49][50]. This summary encapsulates the key insights from the conference call, highlighting the company's performance, strategic initiatives, and outlook within the new energy battery industry.

武汉逸飞激光股份有限公司 关于第二期以集中竞价交易方式首次回购公司股份暨 回购进展的公告 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。 重要内容提示： | 回购方案首次披露日 | 2025/2/5 | | | --- | --- | --- | | 回购方案实施期限 | 待股东大会审议通过后 12 个月 | | | 预计回购金额 | 5,000 万元 | 万元~10,000 | | 回购用途 | √用于员工持股计划或股权激励 | √减少注册资本 | | | | □用于转换公司可转债 | | | □为维护公司价值及股东权益 | | | 累计已回购股数 | 156,120 | 股 | | 累计已回购股数占总股本比例 | 0.16% | | | 累计已回购金额 | | 6,130,823.28 元 | | 实际回购价格区间 | 38.24 元/股 | 元/股~39.60 | 一、 回购股份的基本情况 证券代码：688646 证券简称：逸飞激光 公告编号：2025-015 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管 ...

Financial Performance - The company achieved total operating revenue of RMB 87,494.52 million, an increase of 25.49% compared to the same period last year[4] - The net profit attributable to the parent company was RMB 7,137.45 million, a decrease of 29.42% year-on-year[6] - The net profit attributable to the parent company after deducting non-recurring gains and losses was RMB 4,531.50 million, down 40.18% from the previous year[6] - The basic earnings per share decreased to RMB 0.76, down 38.71% compared to the previous year[4] Assets and Equity - The company's total assets at the end of the reporting period were RMB 276,796.84 million, an increase of 11.80% from the beginning of the year[6] - The equity attributable to the parent company was RMB 161,299.22 million, a decrease of 3.15% from the beginning of the year[6] Product Development and Strategy - The company launched new products including cylindrical full-tab battery equipment and semiconductor AMHS core devices, contributing to revenue growth despite market challenges[7] - The company initiated a "Laser + Intelligent Equipment" platform upgrade strategy, leading to a significant increase in R&D expenses due to the hiring of specialized technical personnel[8] Market Challenges - The gross margin of lithium battery equipment declined due to increased market competition and reduced capital expenditure from customers[8] - The company implemented measures to improve accounts receivable collection efficiency in response to extended collection periods[8]

2025年2月 活动组织架构 1 2025起点锂电圆柱电池技术论坛 暨圆柱电池20强排行榜发布会 2025年2月28日·深圳 活动名称： 2025起点锂电圆柱电池技术论坛暨圆柱电池20强排行榜发布会 活动主题： 聚集新技术 探索新工艺 主办单位： 起点锂电、起点研究院（SPIR） 活动规模： 500+ 举办时间： 2025年2月28日 举办地点： 深圳宝安登喜路国际酒店2楼国际厅 赞助及演讲单位： 武汉逸飞激光股份有限公司 深圳市诚捷智能装备股份有限公司 多氟多新能源科技有限公司 江苏威金迈科技有限公司 浙江蓝京新能工业科技有限公司 深圳市金钠科技有限公司 安徽利维能动力电池有限公司 深圳市日联科技有限公司 深圳市华普森科技有限公司 湖南三迪数字涂装系统有限公司 广东精锐精密工业有限公司 深圳市科迈罗光电技术有限公司 湖南达力智能装备有限公司 东莞市红木棉电子科技有限公司 杭州乔戈里科技有限公司 广东诺达智慧能源科技有限公司 厦门新能安科技有限公司 南京中比新能源科技有限公司 深圳市固科新能源科技有限公司 深圳亮见钠电科技有限公司 浙江盖亚新能源有限公司 深圳市比克动力电池有限公司 深圳市力通威电子科技有限公 ...