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]

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]

证券代码：688646 证券简称：ST 逸飞 公告编号：2025-078 武汉逸飞激光股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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： 会议召开时间：2025 年 11 月 20 日（星期四）14:00-15:00 会议召开地点：上海证券交易所上证路演中心（网址：https://roadshow.s seinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 11 月 13 日（星期四）至 11 月 19 日（星期三）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 ir@yifilaser.com 进行提问。公司将在说明会上对投资者普遍关注的问题进行 回答。 武汉逸飞激光股份有限公司（以下简称"公司"）已于 2025 年 10 月 30 日 发布公司 2025 年第三季度报告，为便于广大投资者更全面深入地了解公司 2025 年第三季度经营成果、财务状况，公司计划于 2025 年 11 月 20 日 ...

Core Viewpoint - The company is closely monitoring the development of solid-state battery technologies and market opportunities, actively engaging in the research and development of new packaging equipment and laser technology for solid-state battery manufacturing [1] Group 1 - The company is focusing on emerging technologies such as solid-state batteries [1] - The company is developing new packaging equipment specifically for solid-state batteries [1] - The company plans to collaborate with partners across the industry chain to facilitate the commercialization of solid-state batteries [1]

Group 1 - Kelu Electronics has established a new energy storage company with a registered capital of 10 million yuan, holding 99% of the shares [3] - Kelu Electronics, as a veteran in the energy storage industry, offers comprehensive self-manufacturing capabilities for key components and systems, providing one-stop services for customers [4] - PowerCo, a subsidiary of Volkswagen, has begun construction of a 90 GWh battery factory in Canada with an estimated total investment of 7 billion CAD (approximately 5 billion USD) [5] Group 2 - China Science Electric announced a transfer of 5.001% of its shares to a state-owned investment fund for approximately 800 million yuan, marking a significant upgrade in its supply chain collaboration [6] - Nandu Power's project in Zhejiang is progressing well, with an investment exceeding 1 billion yuan and an expected annual production capacity of 5.6 GWh of lithium batteries [7] - Samsung SDI has reached an agreement with Tesla to supply approximately 30 GWh of energy storage system batteries over the next three years, valued at around 150 billion yuan [8] Group 3 - LG Energy Solution reported a Q3 revenue of approximately 5.7 trillion KRW, with a 22.2% increase in operating profit, benefiting from policy subsidies [9] - Times Qi Ji New Energy Technology has been established with a registered capital of 5 million yuan, focusing on emerging energy technology research and battery sales [10][11] - Wuliangye has announced a tender for a 10 MW/20 MWh energy storage system project, indicating its entry into the energy storage sector [12] Group 4 - Pylon Technologies has opened a subsidiary in Australia, marking its expansion into the Australian market [13] - EVE Energy has secured a strategic partnership with EVO Power to supply 2.2 GWh of energy storage batteries over the next five years [14] - Samsung C&T is entering the Japanese energy storage market through a joint venture with Irex, focusing on large-scale energy storage systems [15] Group 5 - Hichain Energy has signed a strategic cooperation agreement with El-Mor for a 1.5 GWh long-duration energy storage project in Israel [16] - A report indicates that the revenue growth of lithium battery copper foil companies is improving, with significant increases in revenue for companies like Defu Technology and Jiayuan Technology [18] - A lithium battery water-based anode binder project has been signed in Hubei, with an investment of 105 million yuan expected to enhance the local supply chain [19] Group 6 - Peking University and OneD Battery Sciences have signed a joint development agreement to advance silicon-based anode materials for lithium-ion batteries [20][21] - New Energy Company has reported a significant increase in the export volume of lithium hexafluorophosphate, indicating strong overseas demand [22][23] - Yifei Laser has secured a 1.9 billion yuan order for lithium battery equipment assembly lines, which is expected to positively impact future financial performance [25] Group 7 - Hymson has established a strategic partnership with Swiss semiconductor testing company Attolight AG, marking its entry into high-end material testing [26] - The Mannester intelligent equipment production base project has commenced in Huai'an, indicating growth in the intelligent manufacturing sector [27] - Gree's latest performance report shows a significant increase in the recycling and dismantling of power batteries, with a total of 36,643 tons recycled in the first three quarters [29] Group 8 - Zhongxin Innovation has established a new company focused on battery manufacturing and recycling, with a registered capital of 1 billion yuan [30][31] - A lithium battery recycling project in Hubei has entered trial production, with a capacity to process 20,000 tons of retired batteries annually [32] - Anhui Jinxiangzi New Energy Technology is planning a 100,000-ton battery recycling project, with a phased approach to increase capacity [33] Group 9 - Zhongxin Innovation has launched a new 5C supercharging battery pack for the Xiaopeng X9, emphasizing high energy capacity and fast charging [35] - BYD has reaffirmed its commitment to lithium iron phosphate battery technology, highlighting its safety and reliability in electric buses [36] - WM Motor has relaunched its app, restoring key functionalities for vehicle control and information synchronization [37] Group 10 - Chuangneng New Energy has officially entered the automotive manufacturing sector, utilizing the former WM Motor factory [38] - CATL is facing increased demand from multiple automakers as they rush to secure battery supplies ahead of upcoming policy changes [39]

Core Viewpoint - The company ST Yifei (688646.SH) has successfully overcome key technical challenges in the manufacturing of cylindrical all-tab batteries, leading to a strong order situation for its equipment and recognition from domestic and international clients [2]. Group 1: Technical Challenges - The main technical difficulties in the manufacturing process of cylindrical all-tab batteries include precision and flatness control of the positive and negative electrode current collectors, welding of high-reflectivity materials, control of welding penetration thickness, and control of temperature rise during welding [2]. Group 2: Market Outlook - The market prospects for large cylindrical all-tab batteries are promising, with the company’s strategic partner, Jinyu New Energy, having launched the "Wuji" all-solid-state lithium metal cylindrical battery, which has been officially delivered to a leading international client [2]. Group 3: Equipment Orders - The company currently has a robust order situation for its cylindrical cell equipment, indicating strong demand and confidence in its technology [2].

Core Viewpoint - The announcement details the results of the share buyback plan executed by the controlling shareholder and senior management of Wuhan Yifei Laser Co., Ltd, indicating a commitment to increase their stake in the company and confidence in its future performance [2][3]. Summary by Sections 1. Disclosure of Buyback Plan - On May 7, 2025, the company disclosed a buyback plan where the controlling shareholder and senior management intended to use their own or raised funds to purchase shares worth between RMB 15 million and RMB 30 million within six months [2]. 2. Implementation Results of the Buyback Plan - From May 7, 2025, to November 6, 2025, the controlling shareholder and senior management purchased a total of 544,433 shares, representing 0.57% of the total share capital, with a total transaction amount of RMB 16,577,142.82 [3][6]. - The controlling shareholder, Mr. Wu Xuan, acquired 302,013 shares (0.32% of total share capital) for RMB 9,026,709.91, exceeding the lower limit of RMB 8 million for the buyback plan [3][6]. - The deputy general manager, Mr. Zhao Laigen, purchased 242,420 shares (0.25% of total share capital) for RMB 7,550,432.91, also surpassing the lower limit of RMB 7 million for the buyback plan [3][6]. 3. Compliance and Impact - The buyback was conducted in compliance with relevant regulations, and no shares were sold during the buyback period [6][7]. - The implementation of the buyback plan will not affect the company's share distribution, control structure, or governance [7].

证券代码：688646 证券简称：ST 逸飞 公告编号：2025-077 2025 年 5 月 7 日至 2025 年 11 月 6 日期间，公司控股股东、实际控制人、 董事长兼总经理吴轩先生和董事兼副总经理赵来根先生通过上海证券交易所交 易系统以集中竞价方式增持公司股份合计 544,433 股，占公司总股本的比例为 0.57%，成交金额合计 16,577,142.82 元（含佣金等交易费用）。其中，公司控股 股东、实际控制人、董事长兼总经理吴轩先生通过上海证券交易所交易系统以集 中竞价交易方式累计增持公司股份 302,013 股，占公司总股本 0.32%，增持总金 额为人民币 9,026,709.91 元（含佣金等交易费用），已超过本次增持计划增持金 额下限 800 万元；董事兼副总经理赵来根先生通过上海证券交易所交易系统以集 中竞价交易方式累计增持公司股份 242,420 股，占公司总股本 0.25%，增持总金 额为人民币 7,550,432.91 元（含佣金等交易费用）已超过本次增持计划增持金 额下限 700 万元；本次增持计划已实施完毕。 增持主体名称 吴轩 增持主体身份 控股股东或实控人 是 否 控 ...

Core Points - The 2025 High-Performance Lithium Battery Annual Conference and 15th Anniversary Celebration will be held from November 18-20 in Shenzhen, attracting over 1,500 entrepreneurs, investors, and technical experts to discuss supply chain security, international competition, innovation breakthroughs, and capital trends [2] - The equipment sector, a crucial part of lithium battery manufacturing, has received strong support from over 30 lithium battery equipment companies for this annual conference [3] - Notable industry leaders, including the chairpersons of various companies, will share insights during the event [3][4][5] Equipment Sector Participation - The conference will feature prominent leaders from various equipment companies, including: - Nanjing Huashi Intelligent Technology Co., Ltd. - Chairman: Cao Guoping - Shenzhen Shangshui Intelligent Co., Ltd. - Chairman: Jin Xudong - Jiangsu Jiatuo New Energy Intelligent Equipment Co., Ltd. - Vice President: Zhou Yan - Shenzhen Times High-Tech Equipment Co., Ltd. - Chairman: Tian Hanrong - Shenzhen Xinjingcheng Sensor Technology Co., Ltd. - Chairman: Wu Hao - And many others [4][5] Event Highlights - The event will include 12 special forums, over 90 thematic reports, and an award ceremony for the High-Performance Golden Ball Award, marking the 15th anniversary of the conference [6] - The main sponsors include Hymson Laser as the title sponsor, with Dazhu Lithium Battery as a co-organizer and Kalowide as a special sponsor [6]

Group 1 - The core point of the news is that ST Yifei's major shareholders have increased their holdings in the company, indicating confidence in its future performance [1] - From May 7, 2025, to November 6, 2025, the controlling shareholder and actual controller, Mr. Wu Xuan, along with Mr. Zhao Laigen, increased their shareholding by approximately 540,000 shares, accounting for 0.57% of the total share capital, with a total transaction amount of about 16.58 million yuan [1] - For the first half of 2025, ST Yifei's revenue composition shows that lithium batteries accounted for 98.51% of total revenue, while other products contributed 1.49% [1] Group 2 - As of the report, ST Yifei's market capitalization is 3.5 billion yuan [2]