（文章来源：证券日报） 证券日报网讯 12月16日，科达利在互动平台回答投资者提问时表示，科盟创新从机器人核心传动的材 料、结构、系统三大维度，推出了材料创新、结构优化及系统协同的全新人形机器人核心传动新品，能 够为客户提供兼顾经验证的强度和轻量化的解决方案，能满足应用场景变化带来的需求变化，现已与行 业内众多专家与客户进行交流与反馈。 ...

Group 1 - The core viewpoint of the article is that KedaLi (002850) has established a presence in the solid-state battery sector and possesses relevant technological reserves [1] - The company has formed partnerships with multiple manufacturers in the solid-state battery field [1]

证券日报网讯12月16日，科达利（002850）在互动平台回答投资者提问时表示，固态电池因其技术特 性，对结构件的耐高温、耐压性、尺寸精度等性能指标提出了更高要求。公司在相关领域布局较早，具 备相关技术储备，并与多家固态电池厂家建立了合作。 ...

证券日报网讯 12月16日，科达利在互动平台回答投资者提问时表示，公司控股子公司科盟创新聚焦人 形机器人领域，构建多元化产品矩阵。目前，公司与多家国内外优质客户保持紧密的对接和沟通。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 12月15日晚间，科达利发布公告称，公司第五届董事会第二十五次（临时）会议审议通 过《关于全资子公司增加注册资本的议案》。 ...

Group 1 - Shareholder Zhang Yu of Kehua Holdings plans to reduce his stake by up to 3%, amounting to no more than 5.83 million shares within three months [1] - Shanghai Ailu has signed a strategic cooperation agreement with Southern Road Machinery to provide packaging products for the dry-mixed mortar industry [2] - Xingyuan Zhuomei appointed Gong Chunming as the new deputy general manager [3] Group 2 - Tongyi Zhong's shareholder has set a preliminary transfer price of 15.47 yuan per share for a total of 4.27 million shares [4] - Anada's shareholder did not implement the planned share reduction of up to 2% by the deadline [5] - Rongchang Bio plans to repurchase shares worth between 20 million to 40 million yuan at a price not exceeding 95 yuan per share [6] Group 3 - Hainan Airport reported an 8.16% year-on-year increase in passenger throughput for November, totaling 2.09 million passengers [7] - Lanjian Intelligent plans to apply for a bank credit line of up to 1.2 billion yuan for various financial operations [8] - Xinlei Co. received a total of 561.43 million yuan in land acquisition and compensation payments [9] Group 4 - Foster reported a surplus of 321 million yuan from four fundraising projects, which will be used to supplement working capital [10] - China Southern Airlines experienced a 10.42% year-on-year increase in passenger turnover for November [12] - China National Airlines reported a 10.1% year-on-year increase in passenger turnover for November [17] Group 5 - Sanyou Chemical plans to register and issue mid-term notes not exceeding 1.3 billion yuan [18] - Quanyuan Spring used 60 million yuan of idle funds to purchase structured deposits [19] - Su Keng Agricultural Development appointed Zou Yi as the new deputy general manager [20] Group 6 - Jingneng Real Estate received approval to register mid-term notes totaling up to 2 billion yuan [21] - Dechang Co. received approval from the CSRC for a targeted issuance of shares [23] - Jiufeng Bio obtained a medical device registration certificate for its fructosamine testing kit [24] Group 7 - Jinzi Ham's president Guo Bo resigned for personal reasons, while Zheng Hu was appointed as the new president [25] - China Eastern Airlines reported a 10.35% year-on-year increase in passenger turnover for November [26] - Fengfan Co.'s controlling shareholder is in the process of acquiring 17.32% of the company's shares [27] Group 8 - Zhenghai Bio signed a technical development contract with the Chinese Academy of Agricultural Sciences for a collagen product project worth 12 million yuan [28] - Xinhua Insurance reported a 16% year-on-year increase in cumulative original insurance premium income for the first 11 months [29] - Jingjia Microelectronics' subsidiary completed key stages of its AI SoC chip project [30] Group 9 - Shanghai Pharmaceuticals' hydrochloride sotalol tablets passed the consistency evaluation for generic drugs [31] - Heshun Technology's subsidiary's carbon fiber project has entered a stable operational phase [32] - Spring Airlines reported an 18.02% year-on-year increase in passenger turnover for November [33] Group 10 - Huaxin New Materials proposed a mid-term dividend plan of 1 yuan per 10 shares [34] - Keda Li plans to increase capital by 300 million yuan for its wholly-owned subsidiary [35] - Jinguang Electric won a bid for a high-voltage direct current transmission project worth 84.86 million yuan [36] Group 11 - XGIMI Technology's subsidiary received a development notification for a vehicle-mounted projection project from a well-known domestic automotive manufacturer [37]

Investment Rating - The industry investment rating is "Overweight" (maintained), indicating that the industry index is expected to outperform the market index by more than 10% in the next six months [4]. Core Insights - In November 2025, the production and sales of new energy vehicles reached new highs, with production and sales of 1.88 million and 1.823 million units respectively, representing year-on-year growth of 20% and 20.6% [3]. - The penetration rate of new energy vehicles in November was 53.2%, up 1.6 percentage points month-on-month, while the cumulative penetration rate from January to November was 47.5% [3]. - The demand for lithium batteries remains robust, with a significant increase in battery production and sales in November, achieving a year-on-year growth of 49.2% and 52.2% respectively [3]. - The report maintains an optimistic outlook for lithium battery demand in the coming year, driven by strong storage demand and the ongoing industrialization of solid-state batteries [3]. Summary by Sections New Energy Vehicle Market - In November 2025, new energy vehicle production and sales reached 1.88 million and 1.823 million units, with year-on-year growth of 20% and 20.6% respectively [3]. - Cumulative production and sales from January to November were 14.907 million and 14.78 million units, with year-on-year growth of 31.4% and 31.2% [3]. - Exports of new energy vehicles in November reached 300,000 units, a year-on-year increase of 2.6 times [3]. Battery Production and Sales - In November, the production of power and other batteries was 176.3 GWh, with a year-on-year increase of 49.2% [3]. - Battery sales in November were 179.4 GWh, with a year-on-year increase of 52.2% [3]. - The sales of power batteries accounted for 74.7% of total sales, with a year-on-year growth of 52.7% [3]. Industry Outlook - The report suggests that the lithium battery industry will continue to see demand growth, particularly in the context of strong storage needs and the advancement of solid-state battery technology [3]. - Key companies to watch include CATL, Yiwei Lithium Energy, and others involved in the solid-state battery supply chain [3].

格隆汇12月15日丨科达利(002850.SZ)公布，第五届董事会第二十五次（临时）会议审议通过了《关于 全资子公司增加注册资本的议案》，同意公司以自有资金人民币30,000万元，向全资子公司山东科达利 精密工业有限公司（以下简称"山东科达利"）进行增资，增资方式为增加注册资本。本次增资完成后， 山东科达利的注册资本将由原10,000万元增加至40,000万元，仍为公司的全资子公司。 ...

| 证券代码：002850 | 证券简称：科达利 | 公告编号：2025-083 | | --- | --- | --- | | 债券代码：127066 | 债券简称：科利转债 | | 一、本次增资情况概述 深圳市科达利实业股份有限公司（以下简称"公司"）于 2025 年 12 月 15 日召开的第五届董事会第二十五次（临时）会议审议通过了《关于全资子公司增 加注册资本的议案》，同意公司以自有资金人民币 30,000 万元，向全资子公司山 东科达利精密工业有限公司（以下简称"山东科达利"）进行增资，增资方式为 增加注册资本。本次增资完成后，山东科达利的注册资本将由原 10,000 万元增 加至 40,000 万元，仍为公司的全资子公司。 根据《深圳证券交易所股票上市规则》及《公司章程》的有关规定，本次事 项无需提交至股东会审议批准。董事会授权董事长及其指定的工作人员负责办理 向上述全资子公司增加注册资本的相关事宜。 公司本次向全资子公司增加注册资本事项不构成关联交易，亦不构成《上市 公司重大资产重组管理办法》规定的重大资产重组。 二、本次增资标的基本情况 （一）基本情况 公司名称：山东科达利精密工业有限公司 ...

| 证券代码：002850 | 证券简称：科达利 | 公告编号：2025-082 | | --- | --- | --- | | 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 第五届董事会第二十五次（临时）会议决议公告 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。 《公司关于全资子公司增加注册资本的公告》披露于 2025 年 12 月 16 日的 《证券时报》、《中国证券报》、《上海证券报》和《证券日报》及巨潮资讯网 （http://www.cninfo.com.cn），供投资者查阅。 表决结果：赞成 7 票、反对 0 票、弃权 0 票、回避 0 票。 三、备查文件 （一）《公司第五届董事会第二十五次（临时）会议决议》； 一、董事会会议召开情况 深圳市科达利实业股份有限公司（以下简称"公司"）第五届董事会第二十 五次（临时）会议通知于 2025 年 12 月 9 日以电子邮件、书面形式送达全体董事 和高级管理人员；会议于 2025 年 12 月 15 日在会议室以现场与通讯表决相结合 的方式举行。会议由董事长励建立先生 ...