| 证券代码：688772 | 证券简称：珠海冠宇 | 公告编号：2025-087 | | --- | --- | --- | | 转债代码：118024 | 转债简称：冠宇转债 | | 珠海冠宇电池股份有限公司 关于对外担保的进展公告 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： 担保对象及基本情况 | | 保 对 | 被担保人名称 | | 浙江冠宇电池有限公司 | | | --- | --- | --- | --- | --- | --- | | | | 本次担保金额 | 5,000.00 | 万元 | | | 担 象 | | 实际为其提供的担保余额 | 157,572.14 | 万元 | | | | | 是否在前期预计额度内 | 是 | □否 | □不适用：_________ | | | | 本次担保是否有反担保 | 是 | □否 | □不适用：_________ | 本次担保事项已经公司第二届董事会第二十六次会议及 2024 年年度股东大 会先后审议通过。具体内容详见公司于 2025 年 3 月 ...

Group 1 - Yonghe Co., Ltd. reported a net profit of 469 million yuan for the first three quarters, a year-on-year increase of 220.39% [1] - Jinli Permanent Magnet achieved a net profit of 515 million yuan, reflecting a year-on-year growth of 161.81% [1][2] - Sanhe Pharmaceutical Auxiliary's net profit increased by 8.28% year-on-year, reaching 133 million yuan [2] Group 2 - Jiahuan Technology experienced a net profit decline of 26.53%, totaling 55.35 million yuan [3] - Wuchan Huaneng reported a net profit decrease of 15.10%, amounting to 453 million yuan [3] - Chuan Investment Energy's net profit fell by 4.54%, totaling 4.22 billion yuan [4][5] Group 3 - Dayang Bio's net profit grew by 56.12%, reaching 80 million yuan [5] - Weili Medical reported a net profit increase of 14.94%, totaling 192 million yuan [6] - People's Tongtai's net profit decreased by 45.69%, amounting to 112 million yuan [7] Group 4 - Jiuhuan Bio received a medical device registration certificate for its NT-proBNP test kit [8] - Jincheng Pharmaceutical's subsidiary obtained a drug registration certificate for a specific injection [9] - Guangdian Yuntong's subsidiary acquired a money service operator license in Hong Kong [10] Group 5 - Dash Intelligent won a bid for a project worth 96 million yuan related to the Shijiazhuang subway [10] - Alloy Investment's net profit increased by 124.87%, reaching 7.26 million yuan [11] - Kaile Co., Ltd. reported a net profit growth of 159.14%, totaling 21.63 million yuan [12] Group 6 - Chuanjinno's net profit surged by 175.61%, reaching 304 million yuan [14] - Rijiu Optoelectronics reported a net profit increase of 36.54%, totaling 76.91 million yuan [15] - Dazhu CNC's net profit grew by 142.19%, amounting to 492 million yuan [15] Group 7 - Nairui Radar expects a net profit increase of 181% for the first three quarters [17] - Suzhou Tianmai successfully acquired land use rights for a new manufacturing project [19] - Aokai Pharmaceutical announced clinical research data for its innovative drug at a major conference [21][22] Group 8 - Jilin Aodong's subsidiary passed the consistency evaluation for a specific injection [24] - Qinxin Environment announced the resignation of a board member [25] - *ST Baoying is planning a change in control, leading to a stock suspension [26] Group 9 - Jianlang Hardware's director plans to reduce holdings by up to 500,000 shares [27] - Taihe Technology's director intends to reduce holdings by up to 606,000 shares [29] - Zhongyuan Securities announced a cash dividend of 0.008 yuan per share [31] Group 10 - Beijing-Shanghai High-Speed Railway plans to distribute a cash dividend of 0.0385 yuan per share [32] - Zhuhai Guanyu expects a net profit increase of 36.88%-55.54% for the first three quarters [34] - Shenglong Co., Ltd. reported a net loss of 72.95 million yuan for the first three quarters [36] Group 11 - Shuangyuan Technology plans to distribute a cash dividend of 0.125 yuan per share [38] - Shaanxi Guotou A reported a net profit increase of 6.6%, totaling 996 million yuan [40] - Sunshine Nuohua intends to invest 15 million yuan in a biotech company [41] Group 12 - Yangjie Technology's net profit increased by 45.51%, reaching 974 million yuan [42] - Xingwang Yuda reported a net profit growth of 260%, totaling 38.37 million yuan [43] - Tongyou Technology turned a profit with a net profit of 9.29 million yuan [44]

Core Viewpoint - Zhuhai Guanyu Battery Co., Ltd. expects significant revenue and profit growth for the first three quarters of 2025, with a projected revenue increase of 19.73% to 22.07% and net profit growth of 36.88% to 55.54% compared to the same period last year [1][3]. Financial Performance - For the first three quarters of 2025, the expected revenue is between 10.198 billion and 10.398 billion yuan, compared to 8.517 billion yuan in the same period last year [2][3]. - The net profit attributable to shareholders is projected to be between 367 million and 417 million yuan, up from 268 million yuan year-on-year [2][3]. - In Q3 2025, the company anticipates revenue of 4.1 billion to 4.3 billion yuan, compared to 3.17 billion yuan in the same quarter last year [2][3]. Business Segments - The company primarily engages in the research, production, and sales of consumer batteries, with a comprehensive R&D and production system, making it a major supplier in the global consumer battery market [3][4]. - Consumer battery products include battery cells and PACK, serving applications in laptops, tablets, smartphones, wearable devices, consumer drones, smart cleaning appliances, and power tools [3][4]. - The company is also expanding into the power and energy storage battery sectors, focusing on high-rate scenarios for applications in automotive low-voltage systems, industry drones, and electric motorcycles [4]. Market Trends and Opportunities - In 2025, the company is capitalizing on opportunities in the consumer battery sector driven by AI trends, particularly in emerging electronic products like AI computers, AI smartphones, and smart wearables, with a 79.81% year-on-year increase in sales of other consumer lithium batteries [4]. - In the power and energy storage market, the company reported a 200.05% year-on-year revenue growth in the battery sector for industry drones [4]. - The subsidiary Zhejiang Guanyu achieved total revenue of 973 million yuan, reflecting a 139.8% year-on-year increase in the main power and energy storage business [4]. Analyst Insights - Analysts maintain a positive outlook on the company's performance in both consumer and power storage battery sectors, with particular attention to its advancements in humanoid robotics [5]. - Reports indicate that the company is actively engaging in multiple projects and technical collaborations in the humanoid robotics field, with established partnerships in low-voltage lithium batteries [5].

Market Overview - The Shanghai Composite Index closed at 3866.09 points, below the five-day moving average, with a change of 0.69% [1] - The total trading volume of A-shares reached 1,170.861 billion yuan [1] Stocks Performance - A total of 1,088 A-shares have surpassed the five-day moving average today [1] - Stocks with significant deviation rates include: - Haike Xinyuan (14.44%) - Huarui Co., Ltd. (13.38%) - Zhongwei Electronics (10.11%) [1] Notable Stocks - Top stocks with the highest deviation rates from the five-day moving average: - Haike Xinyuan: Today's change of 19.98%, latest price 31.22 yuan, five-day moving average 27.28 yuan [1] - Huarui Co., Ltd.: Today's change of 20.00%, latest price 12.66 yuan, five-day moving average 11.17 yuan [1] - Zhongwei Electronics: Today's change of 20.00%, latest price 12.42 yuan, five-day moving average 11.28 yuan [1] Additional Stocks - Other notable stocks with positive performance: - Zhuhai Guanyu: Change of 13.88%, latest price 25.52 yuan, five-day moving average 23.35 yuan [1] - Feiwo Technology: Change of 18.35%, latest price 45.15 yuan, five-day moving average 41.36 yuan [1] - Hui Green Ecology: Change of 10.02%, latest price 16.25 yuan, five-day moving average 14.97 yuan [1]

Investment Rating - The report maintains a "Buy" rating for Zhuhai Guanyu (688772) [1] Core Views - The company is expected to see significant revenue and profit growth driven by new product launches and increased customer demand, particularly in North America [3][10] - The forecast for the company's net profit has been raised to 732.55 million, 1.46 billion, and 1.83 billion yuan for 2025, 2026, and 2027 respectively, reflecting year-on-year growth rates of 70%, 100%, and 25% [3][11] Revenue and Profit Forecast - Total revenue is projected to reach 11.54 billion, 14.48 billion, 19.00 billion, and 21.68 billion yuan from 2024 to 2027, with year-on-year growth rates of 0.83%, 25.44%, 31.26%, and 14.10% respectively [1][11] - The company's net profit attributable to shareholders is expected to grow from 344.19 million yuan in 2023 to 1.83 billion yuan in 2027, with significant increases in the interim years [1][11] Business Segments - In the power segment, revenue is anticipated to reach 20 billion yuan in 2025, a 120% increase year-on-year, with further growth expected in 2026 [3] - The consumer segment is projected to see a 25-30% increase in battery shipments in 2025, with a significant contribution to profits from new product launches [10]

（文章来源：证券时报网） 数据宝统计，截至11:13，珠海冠宇成交额17.94亿元，创2021年10月19日以来新高。最新股价上涨 14.68%，换手率6.26%。上一交易日该股全天成交额为10.57亿元。（数据宝） ...

Core Viewpoint - The A-share market experienced a significant rebound, particularly in technology stocks, with the Shanghai Composite Index rising by 0.69%, the Shenzhen Component Index by 1.38%, and the ChiNext Index by 2.49% [2]. Market Performance - The total trading volume in the Shanghai and Shenzhen markets reached 1.16 trillion yuan, a decrease of 16.5 billion yuan compared to the previous trading day, with over 4,200 stocks showing gains [4]. - The A-share market's total market capitalization surpassed 24.5 trillion yuan [4]. Sector Highlights - Technology stocks, particularly in CPO, computing power, and 6G concepts, saw significant gains, with companies like Cambrian Technology reporting a revenue increase of 2386.38% year-on-year [4][6]. - Solid-state battery concepts gained traction, with companies like Hekang New Energy and Zhuhai Guanyu rising over 10% following announcements of technological breakthroughs in solid-state battery production [6][8]. - Precious metals experienced a notable decline, with the precious metals sector down by 6.09% [3]. Notable Stocks - Agricultural Bank of China saw its stock price rise over 1%, continuing a streak of 12 consecutive days of gains [4]. - Companies in the CPO sector, such as Huijie Ecology and Cambridge Technology, reached their daily limit up [8]. - The stock of Cambrian Technology expanded its gains to over 5%, trading at 1318.97 yuan [4].

Core Points - The Shanghai Composite Index is at 3866.08 points, below the five-day moving average, with a change of 0.69% [1] - The total trading volume of A-shares is 899.46 billion yuan, with 904 A-shares breaking through the five-day moving average [1] Summary by Category Stock Performance - Notable stocks with significant deviation rates above the five-day moving average include: - Haike Xinyuan (301292) with a deviation rate of 14.44% and a daily increase of 19.98% [1] - Huarui Co., Ltd. (300626) with a deviation rate of 13.38% and a daily increase of 20.00% [1] - Zhuhai Guanyu (688772) with a deviation rate of 11.84% and a daily increase of 17.31% [1] Trading Activity - The trading turnover rates for the top stocks are as follows: - Haike Xinyuan (301292) at 27.28% [1] - Huarui Co., Ltd. (300626) at 15.38% [1] - Zhuhai Guanyu (688772) at 5.43% [1] Additional Stocks - Other stocks with notable performance include: - Huasheng Lithium (688353) with a daily increase of 14.37% and a deviation rate of 10.54% [1] - Weichan Co., Ltd. (688500) with a daily increase of 14.90% and a deviation rate of 10.42% [1] - Feiwo Technology (301232) with a daily increase of 20.00% and a deviation rate of 10.34% [1]

Group 1 - The lithium battery sector continues to perform well, with solid-state batteries, sodium-ion batteries, and lithium mining concepts being particularly active. As of the report, the lithium battery ETF (561160) has risen by 4.07%, while the Hong Kong Stock Connect automotive ETF (159239) has increased by 2.95%, and the smart vehicle ETF (515250) has gained 2.40% [1] - Notable stocks within the lithium battery ETF include Zhuhai Guanyu, which has surged over 19%, and Sanhua Intelligent Control, which has increased by over 8%. Other stocks such as Sungrow Power Supply and Joyson Electronics have also seen gains exceeding 5% [1] - The National Development and Reform Commission, along with five other departments, has issued a "Three-Year Doubling Action Plan for Electric Vehicle Charging Facility Service Capacity (2025-2027)", aiming to establish 28 million charging facilities nationwide by the end of 2027, providing over 300 million kilowatts of public charging capacity to meet the charging needs of over 80 million electric vehicles [1] Group 2 - The action plan is expected to significantly accelerate the construction of charging stations, potentially providing performance growth for companies within the charging station industry chain and speeding up the electrification of automobiles in China [1] - The lithium battery ETF (561160) closely tracks the CSI Battery Theme Index (931719), which selects 50 constituent stocks from the Shanghai and Shenzhen markets, covering power batteries, energy storage batteries, consumer electronics batteries, and related upstream and downstream listed companies [1] - Investors can also explore opportunities through the lithium battery ETF linked funds (Class A 017222, Class C 017223) [1]

Core Viewpoint - The solid-state battery concept is gaining momentum, with several stocks, including Haike New Energy and Kewell, rising over 10% following Chery Automobile's announcement of technological breakthroughs in the solid-state battery industry chain [1] Group 1: Market Reaction - Solid-state battery stocks experienced significant gains, with Haike New Energy, Kewell, Huasheng Lithium Battery, and Zhuhai Guanyu all rising over 10% [1] - Other companies such as Boliview, Xiangtan Electric, Guoxuan High-Tech, and Zhongke Electric also showed notable increases in stock prices [1] Group 2: Technological Advancements - On October 18, Chery Automobile announced at the 2025 Chery Global Innovation Conference that it has achieved a full industry chain technology breakthrough in solid-state batteries [1] - Chery showcased the Rhino S all-solid-state battery module, which is expected to enhance the range of electric vehicles to 1200-1300 kilometers after installation [1]