| 证券代码：002850 | 证券简称：科达利 | 公告编号：2025-068 | | --- | --- | --- | | 债券代码：127066 | 债券简称：科利转债 | | 深圳市科达利实业股份有限公司 关于对外投资设立香港全资子公司的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、对外投资概述 （一）对外投资基本情况 为有效拓展海外市场，提升国际竞争力，推进深圳市科达利实业股份有限公 司（以下简称"公司"）长远战略的实施，公司拟以自有资金出资不超过 300 万 港元（按当前汇率折合人民币约 275 万元），在中华人民共和国香港特别行政区 （以下简称"香港"）设立全资子公司。该子公司将作为综合运营平台，助力公 司加快国际化布局，拓展全球业务版图，积极把握新能源、高端制造及具身智能 机器人关键部件等战略性新兴领域的发展机遇，全面提升全球综合竞争力。 （二）审议情况 公司于 2025 年 10 月 10 日召开第五届董事会第二十三次（临时）会议审议 通过了《关于对外投资设立香港全资子公司的议案》，同时授权公司管理层办理 具体业务并签署相关投资 ...

风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 10月10日，科达利跌5.01%，截至发稿，报182.58元/股，成交13.61亿元，换手率3.68%，总市值499.85 亿元。 资料显示，深圳市科达利实业股份有限公司位于广东省深圳市南山区科技南路16号深圳湾科技生态园11 栋A座27层，成立日期1996年9月20日，上市日期2017年3月2日，公司主营业务涉及精密结构件研发和 制造业务。主营业务收入构成为：锂电池结构件96.52%，汽车结构件3.26%，其他(补充)0.13%，其他结 构件0.09%。 从基金十大重仓股角度 数据显示，建信基金旗下1只基金重仓科达利。建信创新中国混合（000308）二季度减持1.81万股，持 有股数10.32万股，占基金净值比例为3.07%，位居第九大重仓股。根据测算，今日浮亏损失约99.31万 元。 建信创新中国混合（000308）成立日期2013年9月24日，最新规模3.81亿。今年以来收益45.31%，同类 排名 ...

| 股份出版 | 本次变动前 | | 股份变动数量 | 本次变动后 | | | --- | --- | --- | --- | --- | --- | | | (2025年6月30日) | | | (2025年9月30日) | | | | 股份款量(股) | HERMAN | | 股份数量(F) | 比例(资) | | 即根条件逐渐设 4 2016 11:2 | 76.669.040 | 28.03 | | 76.669.040 | 28.00 | | 高官 福定股 | 76.669.040 | 28.03 | 0 | 76,669,040 | 28.00 | | 二、无限制备件流销 | 196,837,693 | 71.97 | 265,840 | 197.103,533 | 72.00 | | 三 白殿本 | 273.506,733 | 100.00 | 265,840 | 273,772,573 | 100,00 | 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 特别提示： 股票代码：002850 股票简称：科达利 债券代码：127066 债券简称：科 ...

Core Insights - The report highlights the significant growth potential in the cesium and rubidium industry, driven by their unique physical and chemical properties and diverse applications in electronics, catalysis, and medical diagnostics [5][6][9] - The global supply of cesium and rubidium is highly concentrated, with Canada’s Tanco mine being the only active cesium mine, indicating a strong oligopolistic market structure [6][7] - The report identifies key companies in the sector, specifically Zhongmin Resources and Jinyinhe, which are positioned to benefit from the increasing demand and supply constraints in the cesium and rubidium markets [11][12] Industry Overview - Cesium and rubidium resources are rare, with cesium being the least abundant alkali metal in the Earth's crust, and rubidium being even scarcer due to its production primarily as a byproduct of lithium and cesium extraction [5][6] - The global cesium resource is estimated at approximately 220,000 tons, with significant reserves located in Canada, Zimbabwe, Namibia, and Australia [6] - The cesium and rubidium market has shown a stable price increase, with cesium prices rising from 775 RMB per gram in 2020 to 900 RMB per gram in 2024, reflecting a compound annual growth rate (CAGR) of 3.8% [8] Company Insights - Zhongmin Resources has increased its market share in cesium and rubidium salts from 45% to approximately 50% despite a decline in overall production due to resource scarcity [7] - Jinyinhe has developed advanced extraction technologies that enhance the efficiency of cesium and rubidium production, positioning the company for significant growth in output and profitability [10][11] - The report anticipates that the expansion of cesium and rubidium supply will meet the rising demand from high-tech applications, including quantum communication and advanced battery technologies [11][12]

| 证券代码：002850 | 证券简称：科达利 | 公告编号：2025-066 | | --- | --- | --- | | 债券代码：127066 | 债券简称：科利转债 | | 深圳市科达利实业股份有限公司 关于 2025 年第三季度可转债转股情况的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： | 股票代码：002850 | | | | 股票简称：科达利 | | --- | --- | --- | --- | --- | | 债券代码：127066 | | | | 债券简称：科利转债 | | 当前转股价格：人民币 | 148.70 | | 元/股 | | | 转股起始时间：2023 年 | 1 | 月 16 | 日 | | | 年 转股截止时间：2028 | 7 | 月 7 | 日 | | | 转股股份来源：新增股份 | | | | | 根据《深圳证券交易所股票上市规则》、《深圳证券交易所上市公司自律监管 指引第 15 号——可转换公司债券》的有关规定，深圳市科达利实业股份有限公 司（以下简称"公司"）就 2025 年第三季度可转换 ...

1)锂电：9月22日，碳酸锂报价7.8万元/吨，较上月上涨20%；氢氧化锂报价7.1万元/吨，较上月上涨 20%。 2)整车：8月国内新能源乘用车批发销量达118万辆，同/环比+22%/10%；1～8月累计批发836万辆，同 比+35%。 行情回顾 2025年9月以来，锂电板块表现较为活跃，多数环节跑赢沪深300和上证50指数。锂电铜箔板块实现领 涨，涨幅为43%；仅低空经济呈现下跌态势，下跌幅度为-1%。本月锂电相关板块多数环节月度成交额 持续增长，主要系储能、人形机器人等板块资金交易活跃。本月过半锂电相关板块的3年历史估值分位 处于高位，市场对锂电板块关注度较高。 智通财经APP获悉，国金证券发布研报称，2025年1～10月，碳酸锂/电池/正极/负极/隔膜/电解液预排产 累计同比预计达27%～58%，其中单10月电池、负极、电解液同比超40%；各环节排产环比小幅上调， 主要系因旺季在即，各厂商订单普遍增加，需求端持续扩张。旺季当前，锂电材料价格见涨，电芯、电 解液、正极小幅上涨，碳酸锂、氢氧化锂月涨幅达20%，铁锂材料下行。8月资源品、正负极、电解液 等主要材料价格受需求影响普遍持续上涨，铁锂材料下游电芯 ...

全固态电池制造的核心痛点，本质聚焦于固-固界面的接触难题，这一矛盾与液态电池 形成本征性分野。界面解决方案兼具固态电池产业化瓶颈突破的战略意义及供应链重构环节 的高增价值潜力，我们从头部应用确定性及弹性角度推荐：干法设备及粘接剂、激光设备， 及结构化材料提供商，关注等静压设备及ALD设备在固态领域应用等。 本月行业洞察： 国金证券近日发布锂电9月洞察：9月22日，碳酸锂报价7.8万元/吨，较上月上涨20%； 氢氧化锂报价7.1万元/吨，较上月上涨20%。8月国内新能源乘用车批发销量达118万辆，同/ 环比+22%/10%；1～8月累计批发836万辆，同比+35%。2025年9月以来，锂电板块表现较为 活跃，多数环节跑赢沪深300和上证50指数。锂电铜箔板块实现领涨，涨幅为43%；仅低空 经济呈现下跌态势，下跌幅度为-1%。 以下为研究报告摘要： 本月行业重要变化： 1）锂电：9月22日，碳酸锂报价7.8万元/吨，较上月上涨20%；氢氧化锂报价7.1万元/ 吨，较上月上涨20%。 2）整车：8月国内新能源乘用车批发销量达118万辆，同/环比+22%/10%；1～8月累计 批发836万辆，同比+35%。 行情回顾 ...

Investment Rating - The report maintains a "Buy" rating for the electric equipment and new energy industry [1] Core Insights - The lithium battery sector is experiencing a seasonal demand increase, with lithium carbonate and lithium hydroxide prices rising by 20% in September [1][6] - In August, domestic wholesale sales of new energy passenger vehicles reached 1.18 million units, reflecting a year-on-year increase of 22% and a month-on-month increase of 10% [1][4] - The report highlights the importance of solid-state battery technology and its potential breakthroughs in addressing interface issues, which are critical for commercialization [3][18] Summary by Sections Monthly Research Insights - The report discusses solutions to solid-solid interface issues in solid-state battery manufacturing, emphasizing the need for breakthroughs in physical, chemical, and mechanical dimensions [3][13] Industry Sentiment Tracking and Review - New energy vehicle sales in August showed strong growth, with China, Europe, and the US leading the market [4][22] - Domestic energy storage installations in August reached 12.6 GWh, a year-on-year increase of 58% [5][28] - The report forecasts a significant increase in lithium battery production in October, with year-on-year growth expected to be between 21% and 50% [5][34] Price and Volume Analysis - Lithium battery material prices are on the rise, with lithium carbonate and lithium hydroxide prices increasing by 20% in September [6][35] - The report notes that the lithium battery supply chain is entering a replenishment phase, with inventory levels rising [39] New Technology Developments - Solid-state batteries and composite current collectors are entering a critical engineering and industrialization phase, with significant orders expected for 2025 [6][44] - The report identifies key investment opportunities in solid-state battery technology, particularly in dry processing and isostatic pressing equipment [18][21] Investment Recommendations - The report recommends focusing on leading companies in the lithium battery sector and those involved in solid-state technology breakthroughs, such as CATL and EVE Energy [7][21]

Core Insights - The report highlights the robust growth and diversification of the cultural and tourism industry, with the cultural industry expected to achieve a revenue of 19.14 trillion yuan in 2024, a 37.7% increase from 2020 [3] - The report emphasizes the strategic partnerships and expansions in the mining sector, particularly focusing on the lithium, cesium, and copper resources, which are expected to enhance the company's growth potential [6][7][9] - The semiconductor testing sector is experiencing rapid growth, with significant orders and revenue increases, indicating a strong market demand for advanced testing equipment [14][18] Economic Policies and Developments - The National Development and Reform Commission announced a new policy tool with a total scale of 500 billion yuan to support project capital, particularly in AI and smart terminal applications [2] - The Ministry of Industry and Information Technology has granted satellite mobile communication licenses to major telecom operators, enhancing communication capabilities in remote areas [2] - The Ministry of Culture and Tourism reported a significant recovery in the tourism sector, with domestic travel and spending showing high growth rates post-pandemic [3] Company-Specific Developments - Zhongwei Co. signed a strategic cooperation framework agreement with Xiamen Tungsten New Energy Materials, focusing on key battery materials for emerging sectors [5] - Huayou Cobalt's subsidiary signed a supply agreement with LGES for a total of approximately 76,000 tons of ternary precursor products from 2026 to 2030 [5] - The report indicates that the company has successfully acquired significant mining rights in Zambia and Namibia, enhancing its resource base and production capabilities [8][9] Industry Trends - The report notes a shift in the highway sector towards high dividend stocks, with several companies experiencing significant stock price adjustments, making them attractive for investors seeking stable returns [21][22] - The semiconductor testing equipment market is expanding rapidly, driven by demand from the AI and storage sectors, with the company achieving substantial revenue growth in this area [14][15][18] - The mining industry is diversifying into multi-metal resources, with a focus on copper and other metals, which are expected to provide new growth avenues for the company [9][10]

科达利涨3.14%，报194.99元/股，股价再创新高，总市值突破533.31亿元，成交额达2125.39万元。（AI 生成） ...