Core Viewpoint - ST Yifei (688646.SH) is collaborating with Songshan Lake Materials Laboratory to develop new structured electrode and laser micro-processing technologies for lithium battery applications, with progress reported as smooth [1] Group 1: Technology Development - The company is exploring the industrial application paths of new materials and processes for lithium batteries [1] - New equipment developed is currently in the promotion and verification stage [1] Group 2: Equipment and Applications - The company has technological reserves in solid-state battery laser applications and manufacturing equipment [1] - Core equipment such as cell assembly equipment, module PACK equipment, and smart logistics systems can be applied in the manufacturing of semi/fully solid-state batteries [1] - New products developed include laser groove equipment and laser surface treatment equipment for solid-state battery electrodes, applicable in the electrode production process [1]

Core Insights - The event "2025 (10th) Qidian Lithium Battery Industry Annual Conference and Lithium Battery Golden Ding Award Ceremony" was held in Shenzhen, focusing on discussions about lithium batteries, materials, and equipment, with over 800 attendees [1][22]. Group 1: Industry Trends - The cylindrical battery sector has entered a phase of large-scale production, with applications expanding beyond traditional energy storage to include lightweight power, engineering machinery, electric ships, humanoid robots, and AIDC [5][24]. - The market has shifted from policy-driven to market-driven dynamics, which is expected to invigorate the industry and benefit end-users [5][24]. - Data indicates that cylindrical batteries are experiencing a long-term stable growth trend after a period of technological uncertainty [5][24]. Group 2: Technological Innovations - Yifei Laser has been involved in the innovation and development of equipment and processes for cylindrical batteries since 2009, achieving significant breakthroughs in key processes such as full-tab ear forming and current collector welding [6][25]. - The company has developed a comprehensive product and technology layout, transitioning from single workstation setups to large-scale automated production lines, indicating that cylindrical battery manufacturing has matured [6][25]. - China has established a leading position in patent layouts across various advanced technology fields related to electric vehicles, solid-state batteries, and intelligent manufacturing, surpassing the US and Europe [6][25]. Group 3: Product Solutions - Yifei Laser offers a range of solutions for cylindrical batteries, including innovations in materials and structural designs, with over 400 patents accumulated in the cylindrical battery field [8][26]. - The company has developed solutions that can meet the demand for large-scale production exceeding 25 GWh, with a focus on different sizes of cylindrical batteries [8][26]. - The solutions include various structural designs such as steel and aluminum shells, soft and hard connections, and different configurations based on application scenarios [8][26]. Group 4: Production Efficiency - The new generation of production lines has achieved a 16% reduction in overall footprint and a 46% reduction in individual equipment size, enhancing operational efficiency [15][33]. - The company has optimized logistics and inspection routes, reducing the number of personnel required for line inspections by 30%, which contributes to cost reduction and operational efficiency [15][33]. - Continuous improvements in automation and equipment design have led to a 20% reduction in overall power consumption, supporting the transition to green factories [15][33]. Group 5: Research and Development - Yifei Laser has established an engineering technology research institute that focuses on collaborative innovation across the supply chain, aiming to facilitate the transition of new technologies into large-scale production [36][37]. - The research institute has invested in over 200 sets of equipment and has undertaken nearly 200 innovation projects, focusing on system-level research and development across various technical fields [36][37]. - The institute provides comprehensive services including system-level R&D, digital simulation, process validation, and testing, enhancing the efficiency of innovation and development processes [36][37].

Core Viewpoint - The article discusses the advancements and opportunities in the cylindrical battery sector, particularly focusing on the full-tab and multi-tab technologies that enhance the performance and market applications of cylindrical batteries [1][2]. Group 1: Event Overview - The 2025 (10th) Lithium Battery Industry Annual Conference and the Lithium Golden Ding Award Ceremony were held in Shenzhen, gathering over 800 attendees to discuss key topics such as battery technology breakthroughs, safety challenges, and value chain restructuring [1]. - The event featured a roundtable discussion on the impact of full-tab and multi-tab technologies on cylindrical battery products, highlighting the growing applications in various sectors including small energy storage and drones [2][4]. Group 2: Technological Insights - Full-tab technology has the potential to increase the energy density of cylindrical batteries, addressing previous limitations and expanding their market applications, particularly in small and medium energy storage systems [4][5]. - The market for large cylindrical batteries is expected to grow significantly, with projections indicating a market size of 200 billion by 2027, driven by advancements in dry electrode technology and aluminum shell designs [6][7]. Group 3: Market Applications - The demand for larger cylindrical batteries is increasing due to the electrification of everyday life, with applications extending beyond digital products to include electric vehicles and energy storage solutions [5][6]. - The cylindrical battery format is favored for its manufacturing efficiency and standardization potential, which is crucial for scaling production and reducing costs [10][12]. Group 4: Industry Perspectives - Industry leaders emphasized the importance of standardization in cylindrical batteries, arguing that it enhances consistency and reduces costs compared to other battery formats [10][11]. - The discussion highlighted the competitive landscape, with companies focusing on optimizing production processes and expanding capacity to meet the growing demand for cylindrical batteries [16][17].

Group 1 - The investor inquiry on the interactive platform regarding whether the large cylindrical battery for BMW ix3 is produced by the company's equipment [1] - The company, ST Yifei, stated that its downstream customers are primarily lithium battery manufacturers, and the end applications are determined based on customer needs [1]

Group 1 - The 2025 (10th) Qidian Lithium Battery Industry Annual Conference and Qidian Research 10th Anniversary Celebration will be held on December 18-19 in Shenzhen, focusing on over 35 hot topics related to lithium batteries and energy storage [2] - The conference will feature five major sessions discussing core topics such as lithium battery materials, equipment, commercial energy storage, portable energy storage, and safety challenges [2] - Yifei Laser will be a key sponsor of the event, with its Market Director Jin Zhaohai presenting on "Continuous Innovation in Intelligent Equipment Empowering the Industrialization of Cylindrical Batteries" [2] Group 2 - Yifei Laser has established a three-dimensional innovation system driven by "laser technology + intelligent equipment + process application," focusing on precision laser processing technology [3] - The company has developed a range of products in the new energy battery equipment sector, including automatic assembly lines for cylindrical and square battery cells, and smart logistics solutions for battery factories [3] - Yifei Laser collaborates with industry chain enterprises, universities, and research institutions to accelerate the breakthrough and industrial transformation of emerging technologies [3] Group 3 - Notable speakers at the conference include Ma Jinpeng from New Energy Security, Liu Shilei from EVE Energy, and Dr. Guo Chuntai from Blueking New Energy, among others, who will discuss various advancements and trends in the lithium battery industry [6][7] - Topics of discussion will include next-generation battery technologies, manganese-based battery material innovations, and solid-state battery applications in data center UPS systems [7]

Event Overview - The 2025 (10th) Qidian Lithium Battery Industry Annual Conference and Lithium Battery Golden Ding Award Ceremony will be held on December 18-19, 2025, in Shenzhen, marking the 10th anniversary of Qidian Lithium Battery and Qidian Research [2] - The theme of the event is "New Cycle, New Technology, New Ecology," focusing on discussions around the new industry cycle, new materials, new processes, and new technologies [2] Event Significance - The annual conference serves as a significant platform for over 1,000 attendees from the lithium battery industry, including materials, equipment, cell manufacturers, and downstream application enterprises [2] - The event aims to summarize the past decade of the lithium battery industry and explore future development cycles, providing opportunities for industry exchange and collaboration [2] Event Highlights - The conference will feature over 1,200 attendees, making it the largest annual gathering, with nine specialized forums and over 60 prominent speakers discussing core issues and technological breakthroughs [4] - The 10th Lithium Battery Golden Ding Award will be held concurrently, recognizing outstanding contributions to the lithium battery industry [4] - The event will also include the 2025 China New Energy Entrepreneurs Club Council meeting, facilitating direct interactions among industry leaders [4] Specialized Sessions and Topics - The event will include specialized sessions on various topics such as the development trends of large cylindrical batteries, high-energy density batteries, and new battery materials and processes [6][7] - Key discussions will cover the global user-side energy storage industry white paper, trends in household energy storage, and the application of solid-state batteries in data centers [7][8] Participation and Sponsorship - The event will feature sponsorship from various companies, including major players in the lithium battery and energy storage sectors, enhancing the event's prestige and outreach [4] - Registration for the event is priced at 2,888 yuan per person, which includes access to all sessions, meals, and industry white papers [11]

证券代码：688646 证券简称：ST 逸飞 公告编号：2025-080 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 | 年 月 23 | 2025 2 | 月 | 24 | 日~2026 | 年 | 2 | 日 | | 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 | 2,287,800股 | | | | | | | | | 累计已回购股数 ...

格隆汇12月2日丨ST逸飞（维权）(688646.SH)公布，截至2025年11月30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228.78万股，占公司总股本的比例为2.40%（比例数据系 四舍五入），回购成交的最高价为44.80元/股，最低价为25.44元/股，支付的资金总额为人民币7757.88 万元（不含交易佣金等交易费用）。 ...

证券代码：688646 证券简称：ST 逸飞 公告编号：2025-079 武汉逸飞激光股份有限公司 关于公司股票被实施其他风险警示的进展公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 武汉逸飞激光股份有限公司（以下简称"公司"）2024 年度财务报告内 部控制被立信会计师事务所（特殊普通合伙）出具了否定意见的审计报告，根据 《上海证券交易所科创板股票上市规则（2025 年 4 月修订）》第 12.9.1 条第（三） 项规定的"最近一个会计年度财务报告内部控制被出具无法表示意见或否定意见 的审计报告"的情形，公司股票自 2025 年 5 月 6 日起被实施其他风险警示。根 据《上海证券交易所科创板股票上市规则（2025 年 4 月修订）》第 12.9.5 条规 定，在被实施其他风险警示期间，公司应当至少每月披露 1 次提示性公告，分阶 段披露涉及事项的解决进展情况。 一、 公司被实施其他风险警示的相关情况 展。公司结合实际情况主要采取的措施及进展情况如下： 1、公司持续开展对内控体系健全性与有效性的全面 ...

Core Viewpoint - ST Yifei (688646.SH) has established technological reserves in solid-state battery laser applications and manufacturing equipment, indicating potential growth in the solid-state battery sector [1] Group 1: Technological Capabilities - The company possesses core equipment and related technologies applicable to the manufacturing of semi/fully solid-state batteries, including cell assembly equipment, module PACK equipment, and smart logistics systems for entire factories [1] - New products have been developed, such as laser groove equipment and laser surface treatment equipment for solid-state battery electrode sheets, which can be utilized in the electrode sheet production process [1]