每经AI快讯，1月27日，金盘科技(688676.SH)公告称，公司于2026年1月27日召开董事会，审议通过授 权管理层启动境外发行股份(H股)并在港交所主板上市的前期筹备工作，授权期限为12个月内。公司计 划与中介机构商讨具体推进工作，但上市细节尚未确定。本次H股上市需提交董事会和股东会审议，并 需取得相关政府机构、监管机构备案、批准或核准。该事项具有较大不确定性，公司将履行信息披露义 务，敬请投资者注意投资风险。 ...

Investment Rating - The report does not provide specific investment ratings for the industry sectors mentioned [2]. Core Insights - The overall industry strategy focuses on the simultaneous rise in energy storage volume and price, with ongoing themes in space and AI [3]. - The new energy vehicle supply chain is entering an upward cycle, benefiting companies like CATL and EVE Energy due to the electrification upgrade and optimization of energy storage patterns [3]. - By the end of December 2025, China's electric vehicle charging infrastructure is expected to reach 20.092 million units, a year-on-year increase of 49.7% [3]. - Global energy storage battery shipments are projected to reach 640 GWh in 2025, a year-on-year increase of 82.9%, with CATL maintaining a leading position [3][25]. - The solid-state battery sector is entering a critical phase of engineering and industrialization, with companies like Xiamen Tungsten and Peking University Technology benefiting [4]. Summary by Sections Energy Storage and New Energy - The energy storage trend continues to improve, with companies like Sungrow Power and Huaneng Power benefiting from a significant increase in domestic procurement, which exceeded 100 GWh for the first time [5]. - The average price of lithium battery storage systems has rebounded by 6.39% to 0.5226 yuan/Wh [5]. - AI expansion and global grid upgrades are driving demand for power equipment, benefiting companies like TBEA and Sanyuan Electric [5]. Lithium Carbonate and Battery Materials - The supply and demand for lithium carbonate are exceeding expectations, with companies like Salt Lake Potash and Hunan Youneng benefiting from favorable market conditions [4]. - The cost of phosphoric iron lithium cathode materials has increased, with processing fees rising by 318.7 yuan/ton compared to November averages [4][27]. AI and Robotics in New Energy - The integration of AI and humanoid robots in the new energy sector is gaining traction, with companies like Zhejiang Rongtai and Keda Li benefiting from advancements in robotics [7]. - Tesla's shift towards becoming a robotics company is expected to create new growth cycles, with significant implications for the automotive industry [7][26]. Market Trends and Projections - The report highlights that the global energy storage battery shipment is expected to reach 1,090 GWh in 2026, a year-on-year increase of 70% [25]. - The market for commercial energy storage products is evolving, with larger capacity batteries becoming mainstream and driving innovation in the sector [29].

Core Insights - The collaboration between Softcom Power and Jinpan Technology has led to the launch of the "Softcom Tianxuan AI Factory Intelligent Manufacturing Solution" aimed at accelerating the deployment of AI platforms and applications in the manufacturing sector [1][2] - The AI Factory solution has already empowered various industries including retail, finance, manufacturing, healthcare, energy, and automotive [1] Group 1 - The Softcom Tianxuan MaaS platform serves as a critical component of the AI Factory solution, functioning as an "AI flywheel engine" that drives intelligent scenarios across vertical industries [1] - The Tianxuan AutoAgent utilizes five core technological innovations to deconstruct complex tasks into executable units, enabling flexible development and deployment of intelligent agents [1] - The Tianxuan Digital WorkMate platform allows enterprises to quickly build a silicon-based workforce platform, encapsulating industry know-how into a standardized, reusable digital employee matrix [1] Group 2 - The AI Factory solution is built on a secure, compliant, and autonomous technical foundation, offering customized product combinations and implementation paths tailored to the transformation needs of different industries and enterprise sizes [2] - The partnership with Jinpan Technology represents a significant practical application of the AI Factory solution, providing a replicable benchmark for intelligent transformation in sectors like new energy and new infrastructure [2] - The company plans to continue enhancing its full-stack AI capabilities and deepen collaborations with industry partners to promote the AI Factory solution in more scenarios [2]

Core Insights - The collaboration between Softcom Power and Jinpan Technology has led to the launch of the "Softcom Tianxuan AIFactory Intelligent Manufacturing Solution" aimed at accelerating the transformation of the manufacturing industry through AI applications [1][2] - The AIFactory solution is designed to empower various sectors including retail, finance, manufacturing, healthcare, energy, and automotive [1] Group 1 - The AIFactory solution leverages the Softcom Tianxuan MaaS platform as a central component, functioning as an "AI flywheel engine" that drives intelligent scenarios across vertical industries [1] - Key innovations of the Tianxuan AutoAgent include language-level intelligent orchestration and fully decoupled distributed scheduling, enabling the decomposition of complex tasks into executable units for flexible deployment [1] - The Tianxuan Digital WorkMate platform allows enterprises to quickly build silicon-based labor platforms, encapsulating industry know-how into standardized, reusable digital employee matrices [1] Group 2 - The AIFactory solution is built on a secure, compliant, and autonomous technology foundation, offering customized product combinations and implementation paths tailored to the transformation needs of different industries and enterprise scales [2] - The partnership with Jinpan Technology represents a significant practical application of the AIFactory solution, providing a replicable benchmark for intelligent transformation in sectors like new energy and new infrastructure [2] - Softcom Power aims to continuously enhance its full-stack AI capabilities and deepen collaboration with industry partners to promote the AIFactory solution in more scenarios [2]

Group 1 - The core message is that Softline Power (301236) has officially launched the "Softline Tianxuan AI Factory Intelligent Manufacturing Solution" in collaboration with Jinpan Technology (688676) to accelerate the transformation of the manufacturing industry towards intelligent manufacturing [1] - The AI Factory solution has already empowered various sectors including retail, finance, manufacturing, healthcare, energy, and automotive, aiming to help manufacturing clients deploy AI platforms and applications more rapidly [1] - A deepening cooperation agreement was signed at the AI Factory Ecosystem Partner Conference, marking the upgrade phase of the intelligent manufacturing solution, which is part of Jinpan Technology's "14th Five-Year" intelligent manufacturing strategy [1] Group 2 - Softline Power has achieved a breakthrough in global expansion within the AI industry by signing a project for the technology stack renovation of a leading bank's credit approval system in Southeast Asia [2] - The comprehensive solution developed for the bank includes "intelligent risk control + core system + operation and maintenance services," enhancing the accuracy of suspicious transaction identification by 40% through the anti-money laundering monitoring module [2] - By the third quarter of 2025, Softline Power has served over 150 banks and related institutions globally, with a 90% coverage rate among the top 20 banks in China, while the contribution from overseas markets continues to grow [2]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688676 证券简称：金盘科技 公告编号：2026-011 转债代码：118063 转债简称：金05转债 海南金盘智能科技股份有限公司 关于2025年员工持股计划完成非交易过户的公告 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： ■ 二、本期员工持股计划完成股票过户的情况 一、本期员工持股计划基本情况 根据本员工持股计划参与对象实际认购和最终缴款的审验结果，本员工持股计划首次授予部分实际参与 认购的员工共计319人，最终认购份额为98,083,163.16份，缴纳认购资金总额为98,083,163.16元，认购份 额对应股份数量为2,849,598股，股票来源为公司回购专用证券账户已经回购的公司A股普通股股票。 2026年1月23日，公司收到中国证券登记结算有限责任公司出具的《证券过户登记确认书》，公司回购 专用证券账户中所持有的2,849,598股公司股票已于2026年1月22日全部非交易过户至"海南金盘智能科技 股份有限公司－2025年员工 ...

| 证券代码：688676 | 证券简称：金盘科技 | 公告编号：2026-011 | | --- | --- | --- | | 转债代码：118063 | 转债简称：金 05 转债 | | 海南金盘智能科技股份有限公司 关于 2025 年员工持股计划完成非交易过户的公告 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： | 本次员工持股计划草案 | 时间：2025 8 日 | 年 | 月 29 | | | --- | --- | --- | --- | --- | | 披露时间及公告名称 | 公告名称：《海南金盘智能科技股份有限公司 | | | 2025 | | | 年员工持股计划（草案）》 | | | | | 过户完成时间 | 2026-01-22 | | | | | 过户价格、数量及占总股 | 过户价格：34.42 | | 元/股 | | | 本比例 | 过户数量：2,849,598，占总股本比例：0.62% | | | | 一、本期员工持股计划基本情况 | 序 | | | 拟认购份 | 占本员工持 股计 ...

Investment Rating - The report maintains an "Overweight" rating for the power equipment sector [6] Core Insights - The report highlights new opportunities in the photovoltaic industry driven by space solar power initiatives and rising prices of battery components [1][17] - It emphasizes the importance of supply-side reforms and technological advancements in creating long-term growth opportunities within the industry [1][19] - The report identifies key companies to watch in various segments, including supply chain price increases, new technology growth, and perovskite solar cell developments [1][19][21] Summary by Sections Photovoltaics - The price of multi-crystalline silicon n-type raw materials remains stable, with an average transaction price of 59,200 RMB per ton [17] - N-type battery cell prices have increased to 0.42 RMB per watt, with a price range of 0.40-0.43 RMB per watt [17] - The report notes that rising silver prices have led to increased component costs, with distributed component prices now ranging from 0.70 to 0.80 RMB per watt [17] - SpaceX and Tesla plan to achieve a combined solar manufacturing capacity of 200GW annually in the U.S. within three years, with 40GW dedicated to space solar power [1][18] - Key companies to focus on include Tongwei Co., GCL-Poly, LONGi Green Energy, JA Solar, and Trina Solar for supply-side reform opportunities [1][19] Wind Power & Grid - The Netherlands will launch a 1GW offshore wind project tender in September 2026, with a subsidy budget of approximately 32.45 billion RMB [19][20] - Turkey plans to initiate its first offshore wind tender by the end of 2026, aiming for 5GW of installed capacity by 2035 [19][20] - Southern Power Grid has set a fixed asset investment of 180 billion RMB for 2026, focusing on new power system construction and strategic emerging industries [20] - Companies to watch include Goldwind, Yunda, Mingyang Smart Energy, and Sany Heavy Energy in the wind turbine sector [20] Hydrogen Energy - A ceremony for the operation of 300 hydrogen fuel heavy trucks was recently held, showcasing advancements in hydrogen energy technology [3][21] - The trucks are equipped with a 130kW fuel cell system and can achieve a range of over 600 kilometers [3][21] - Key companies in this sector include Shuangliang Energy, Huadian Heavy Industry, and Shenghui Technology [3][21] Energy Storage - The report forecasts that new energy storage installations in China will reach 58.6GW/175.3GWh in 2025, a year-on-year increase of 38%/60% [4][22] - The average bid price for 2-hour energy storage systems is projected to be 0.55 RMB/Wh in 2025, down 16.9% from 2024 [4][22] - Companies to focus on include Sungrow Power, Canadian Solar, and Kehua Data for large-scale energy storage opportunities [4][22] New Energy Vehicles - CATL launched the "Tianxing II" series solutions for light commercial vehicles, including the industry's first intelligent battery management application [5][27] - The solutions cater to various scenarios, including high-frequency urban distribution and extreme temperature conditions [5][27] - Key companies in the battery sector include CATL, Penghui Energy, and Guoxuan High-Tech [5][29]

每经头条（nbdtoutiao）——地方国资开始"抄底"法拍房！单价六七千元"扫货"广州南沙区超60套房 源，同小区二手房挂牌均价逾2万元 （记者 曾健辉） 每经AI快讯，金盘科技1月23日晚间发布公告称，海南金盘智能科技股份有限公司董事会于2026年1月 23日收到公司副总裁陈伟先生、黄道军先生、彭丽芳女士递交的《关于辞去公司副总裁职务的报告》， 陈伟先生、黄道军先生、彭丽芳女士因个人工作调整，申请辞去公司副总裁职务，陈伟先生、黄道军先 生、彭丽芳女士仍在公司担任其它职务，报告自送达公司董事会之日起生效。 ...

耿潇，1985 年出生，中国国籍，无境外永久居留权，毕业于浙江大学电机与 电器专业，硕士研究生学历，拥有电气高级工程师职称。2011 年 4 月至 2012 年 12 月，担任公司研发二部小组长；2013 年 1 月至 2016 年 12 月，担任桂林君泰 福电气有限公司总经理助理；2017 年 1 月至今，担任智能科技研究院院长、总 经理。 刘玲，1968 年出生，中国国籍，无境外永久居留权，毕业于哈尔滨电工学院 机械设计与制造专业，本科学历，拥有高级工程师职称。1992 年 8 月至 2003 年 9 月，就职于哈尔滨大电机研究所水轮机室；2003 年 10 月至 2005 年 6 月，担任 海南立升净水科技有限公司工程师；2005 年 8 月至 2012 年，担任公司出口事业 部外壳组负责人；2012 年至 2019 年 3 月，担任公司标准化管理部标准化专员； 1 2019 年 3 月至 2025 年 1 月，担任智能科技研究院工业软件部数字化研发负责 人；2025 年 1 月至今担任智能科技研究院业务系统规划工程师。 (二) 知识产权情况 浙商证券股份有限公司 关于海南金盘智能科技股份有限公司 核心 ...