7月16日晚间，珠海冠宇电池股份有限公司发布关于诉讼进展暨终审胜诉的公告。公告称，公司近日是收到最高人民法院出具的《民事判决 书》，判决撤销一审判决，并驳回ATL的诉讼请求。 至此，这场历时三年的知识产权争议以珠海冠宇全面胜诉告终。 公司收到一审判决后积极上诉以维护公司的合法权益，最终于近日收到最高人民法院出具的《民事判决书》(终审判决)。具体判决如下: 一、撤销福建省福州市中级人民法院(2021)闽01民初3312号民事判决； 二、驳回东莞新能源科技有限公司、宁德新能源科技有限公司的诉讼请求。 一审案件受理费346800元，行为保全申请费5000元，共计351800元，二审案件受理费389550元，均由东莞新能源科技有限公司、宁德新 能源科技有限公司负担。 本判决为终审判决。 公告称，截至本公告披露日，公司与ATL之间的专利争议案件中，已有一审败诉的4个案件，在最高人民法院的二审阶段均获得胜诉，成功驳 回了ATL的诉讼请求。 这场专利拉锯战始于2022年，ATL先后在中国、美国、德国对珠海冠宇发起多轮专利诉讼。珠海冠宇采取专利无效请求与司法上诉组合策略 应对，本次胜诉案件正是其中索赔金额最高的核心案件之一。 ...

丨2025年7月17日星期四丨 NO.1 天赐材料：与楚能新能源签订电解液供应合作协议 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 （文章来源：每日经济新闻） 7月16日，合盛硅业公告称，公司控股股东宁波合盛集团有限公司拟通过协议转让方式向肖秀艮转让其 持有的6000万股股份，占公司总股本的5.08%。本次股份协议转让不涉及公司控制权变更，转让总价为 26.34亿元。转让双方不存在关联关系。 点评：合盛硅业控股股东拟转让5.08%股份，虽不涉及控制权变更，但大额转让或引发市场对股权结构 稳定性的关注。交易需经上交所审核及登记过户，过程存在不确定性。公司强调日常经营无碍，短期波 动或有限。长期看，股权变动或为后续资本运作埋下伏笔，需持续观察市场反应。 NO.3 珠海冠宇：终审胜诉驳回宁德新能源的诉讼请求 7月16日，珠海冠宇公告称，公司收到最高人民法院出具的《民事判决书》，判决撤销一审判决，并驳 回ATL的诉讼请求。至此，公司与ATL之间的专利争议案件中已有14个ATL的专利被宣告或判决无效， 12个案件被ATL主动撤诉，4个案件被法院驳回起诉。本次诉讼进展不会对公司日 ...

Group 1 - Anker Innovation is conducting research and analysis on equity financing in the Hong Kong capital market to enhance its global strategy and brand image, with no specific plan determined yet [1] - Postal Savings Bank plans to invest 10 billion yuan to establish China Post Financial Asset Investment Co., which will enhance its service capabilities and support technological innovation and private enterprises [2] - Shantui Co. intends to issue H-shares and apply for listing on the Hong Kong Stock Exchange to meet global development needs and enhance capital operation capabilities [3] Group 2 - Jiaze New Energy's non-public stock issuance has been approved, with a financing amount of 1.2 billion yuan aimed at supplementing working capital and repaying bank loans [4] - Shangwei Co. plans to raise up to 1.144 billion yuan through a private placement to its controlling shareholder, with funds allocated for digital upgrades and marketing projects [5] - Windson Co. intends to raise up to 1.1 billion yuan for a high-performance tire expansion project, with its controlling shareholder committing to subscribe for a minimum of 200 million yuan [6] Group 3 - *ST Jinbi received a regulatory letter from the Shenzhen Stock Exchange for failing to disclose the forced liquidation of its ultimate controlling entity in a timely manner [7] - Zhuhai Guanyu won a patent dispute against ATL, with multiple patents declared invalid and no negative impact on its operations expected [8] Group 4 - New Times elected Zhan Bo as chairman and appointed other senior management members during its board meeting [9] - AVIC Xi'an Aircraft Industry Group's chairman resigned due to work changes, with the board expressing gratitude for his contributions [10] Group 5 - Wuzhou Huanneng plans to acquire 100% equity of South Taihu Technology for 1.457 billion yuan, aiming to enhance its market share in the cogeneration sector [11] - Guotou Zhonglu elected Wang Wei as the new chairman following the resignation of the previous chairman, with the new chairman also taking on the role of legal representative [12] - Lixing Co. terminated its acquisition of Qingdao Feiyan Precision Steel Ball due to an inability to reach an agreement on terms, with no adverse effects on its financial status expected [13]

Company Focus - Postal Savings Bank plans to invest 10 billion yuan to establish China Post Financial Asset Investment Co., Ltd [2] - Anker Innovation is currently researching and evaluating equity financing in the Hong Kong capital market [2] - Hoshine Silicon Industry's controlling shareholder intends to transfer 5.08% of the company's shares to Xiao Xiukun for a total price of 2.634 billion yuan [2] - Shantui Co., Ltd. plans to issue H-shares and list on the Hong Kong Stock Exchange [2] Investment & Contracts - Jindi Co., Ltd. signed an industrial project investment contract with the Bishan District government for no less than 1.5 billion yuan [2] - Tuoxin Pharmaceutical intends to increase capital by 10 million yuan in Jingsan Biological, which has achieved the preparation of high-purity ergotamine [2] Equity Changes - Wuchan Huaneng plans to acquire 100% equity of Nantah Lake Technology for 1.457 billion yuan [3] - A shareholder of Aisecurity plans to reduce their holdings by no more than 3% of the company's shares [2] Performance & Earnings - Tiande Yu expects a net profit of 152 million yuan for the first half of the year, a year-on-year increase of 50.89% [4] - Pinming Technology anticipates a year-on-year net profit increase of 232%-303% for the first half of 2025 [4] Contracts & Project Wins - Pinggao Electric won a project from the State Grid with a total amount of approximately 1.45 billion yuan [4] Financing & Capital Increase - Shangwei Co., Ltd. plans to issue shares to its controlling shareholder Fuhua Chemical to raise no more than 1.144 billion yuan [2] Stock Price Movements - Zhongchen Technology's revenue from humanoid robot-related products accounts for no more than 1% of total revenue [2]

Group 1 - Postal Savings Bank plans to invest 10 billion yuan to establish China Post Financial Asset Investment Co., with a registered capital of 10 billion yuan, aiming to enhance comprehensive service capabilities and support technological innovation and private enterprises [1] - Tuo Xin Pharmaceutical intends to increase capital by 10 million yuan in Jiangsu Jin San Biotechnology Co., acquiring a 1.75% stake, with Jin San successfully producing high-purity ergothioneine for various products [2] - Anker Innovations is researching overseas share issuance to expand its global strategy and enhance brand influence, with no specific plan confirmed yet [3] Group 2 - Hoshine Silicon Industry's controlling shareholder plans to transfer 5.08% of shares to Xiao Xiugan for a total price of 2.634 billion yuan, with no change in control [4] - Zhuhai Guanyu has won a final ruling from the Supreme People's Court, dismissing the lawsuit from ATL, with 14 ATL patents declared invalid and no negative impact on the company's operations [5] - Lixing Co. has terminated the acquisition of Qingdao Feiyan Precision Steel Ball Manufacturing Co. due to failure to reach an agreement, with no adverse effects on its financial status [6] Group 3 - Pinming Technology expects a net profit of 28 million to 34 million yuan for the first half of the year, representing a year-on-year increase of 231.79% to 302.89% [7] - Tiande Yu's performance report anticipates a net profit of 152 million yuan for the first half, up 50.89% year-on-year [7] - Huahong Technology reports normal operations with no undisclosed significant matters [8]

证券代码：688772 证券简称：珠海冠宇 公告编号：2025-062 债券代码：118024 债券简称：冠宇转债 珠海冠宇电池股份有限公司 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： ? 案件所处的诉讼阶段：终审判决；撤销一审判决，驳回 ATL 的诉讼请求。 ? 公司所处的当事人地位：二审上诉人、一审第一被告 ? 对公司产生的影响：截至本公告披露日，公司与 ATL 之间的专利争议案 件中已有 14 个 ATL 的专利被国家知识产权局宣告或法院判决无效，已有 12 个 案件被 ATL 主动撤诉，已有 4 个案件被法院驳回 ATL 的起诉。公司所研发生产 的产品具有完全自主的知识产权，公司坚决以法律手段和事实依据积极应诉，全 力维护公司的合法权益和投资者利益。本次诉讼进展不会对公司的日常经营产生 负面影响，也不会对公司当期及未来损益产生负面影响。 一、诉讼的基本情况 州市中级人民法院（以下简称"福州中院"）送达的关于宁德新能源科技有限公 司、东莞新能源科技有限公司（以下单独或合称"ATL"）起诉公司的《民 ...

| 证券代码：688772 | 证券简称：珠海冠宇 | 公告编号：2025-062 | | --- | --- | --- | | 债券代码：118024 | 债券简称：冠宇转债 | | 珠海冠宇电池股份有限公司 关于诉讼进展暨终审胜诉的公告 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： 对公司产生的影响：截至本公告披露日，公司与 ATL 之间的专利争议案 件中已有 14 个 ATL 的专利被国家知识产权局宣告或法院判决无效，已有 12 个 案件被 ATL 主动撤诉，已有 4 个案件被法院驳回 ATL 的起诉。公司所研发生产 的产品具有完全自主的知识产权，公司坚决以法律手段和事实依据积极应诉，全 力维护公司的合法权益和投资者利益。本次诉讼进展不会对公司的日常经营产生 负面影响，也不会对公司当期及未来损益产生负面影响。 一、诉讼的基本情况 2022 年，珠海冠宇电池股份有限公司（以下简称"公司"）收到福建省福 州市中级人民法院（以下简称"福州中院"）送达的关于宁德新能源科技有限公 司、东莞新能源科技有限公司 ...

《科创板日报》16日讯，珠海冠宇(688772.SH)公告称，公司收到最高人民法院出具的《民事判决 书》，判决撤销一审判决，并驳回ATL的诉讼请求。至此，公司与ATL之间的专利争议案件中已有14个 ATL的专利被宣告或判决无效，12个案件被ATL主动撤诉，4个案件被法院驳回起诉。本次诉讼进展不 会对公司日常经营及未来损益产生负面影响。 珠海冠宇：终审胜诉 驳回ATL的诉讼请求 ...

Group 1: Photovoltaic Silicon Material Industry - The photovoltaic silicon material industry is expected to accelerate capacity consolidation, with the Ministry of Industry and Information Technology emphasizing the need for high-quality development in the solar industry [1] - By 2027, the industry is projected to enter a stable development phase, with significant advantages in the silicon material segment due to differences in capacity costs and financial strength among companies [1] - Key companies to watch include GCL-Poly Energy, Xinte Energy, Tongwei Co., and TBEA [1] Group 2: Solid-State Battery Industry - The solid-state battery industry is witnessing continuous advancements, with equipment from Winbond Technology successfully delivered to major domestic clients [2] - Material production is ramping up, with significant capacity in oxide electrolytes and expectations for sulfide electrolytes to achieve ton-level shipments by 2025 [2] - Companies of interest in this sector include Xiamen Tungsten, Tianqi Lithium, and others involved in the solid-state battery supply chain [2] Group 3: Offshore Wind Power Development - The central government is promoting the orderly development of offshore wind power, with a focus on enhancing the marine economy and encouraging private investment [3] - Goldwind Technology has secured over 7.7GW of international orders for 2024, with significant revenue growth reported for its international subsidiary [3] - Key players in the wind power sector include Goldwind Technology, Oriental Cable, and Dajin Heavy Industry [3] Group 4: Data Center Investment - Global data center investments are accelerating, with Amazon planning to invest AUD 20 billion (approximately USD 13.1 billion) in Australia and SK Telecom collaborating with Amazon Web Services for a significant data center project in South Korea [4] - The deployment of NVIDIA's GB300 AI systems is underway, indicating a growing demand for AI computing resources [4] - Companies to monitor in the AIDC power equipment sector include Jinpan Technology, Xinte Electric, and others [4] Group 5: Key Company Earnings Forecasts - The report provides earnings forecasts and investment ratings for several companies, with Goldwind Technology rated "Outperform" and projected to have an EPS of 1.28 in 2025 [5] - Jinpan Technology and other companies also received "Outperform" ratings, indicating positive market sentiment [5] Group 6: Industry Performance Overview - The electric power equipment sector outperformed the market in June, with a 6.68% increase compared to a 2.5% rise in the CSI 300 index [13] - The sector's PE ratio at the end of June was 30.3, reflecting a slight recovery in valuations [13] - The report highlights that the electric power equipment industry has shown strong performance across various sub-sectors, including lithium battery materials and wind power [23]

钢壳电池产业趋势确定，重点标的 -【珠海冠宇】【联赢激 光】【豪鹏科技】20250703 摘要 欧盟环保法案推动钢壳电池应用，要求 2027 年所有产品满足生命周期 可回收标准，促使苹果、三星等厂商加速采用钢壳电池技术。 钢壳电池相比铝塑膜软包具备散热好、强度高、结构灵活等优势，可提 升手机续航、安全性及设计创新，预计将广泛应用于手机、iPad、电脑、 耳机、手表等消费电子产品。 联赢激光作为苹果独家供应商，在钢壳电池激光焊接领域占据领先地位， 受益于苹果及安卓系厂商的需求增长，预计 2025 年消费电子新签订单 达 12-15 亿元，明年或超 18 亿元。 珠海冠宇在苹果钢壳电池市场份额快速提升，预计 2025 年占比超 20%，明年接近 40%，来自苹果的收入预计 2025 年约 35 亿元，明年 可达 50 亿元，利润弹性显著。 豪鹏科技在 AI 眼镜等可穿戴设备领域占据重要位置，受益于 Meta 等海 外品牌新品发布及国内 AI 眼镜品牌采用钢壳电池，净利率修复良好，营 收回归正常增长水平。 Q&A 钢壳电池在苹果和三星等电子产品中的应用现状及未来趋势是什么？ 钢壳电池目前在苹果和三星等电子产品中逐渐 ...