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]

Core Viewpoint - KedaLi (002850) has established early layouts in the solid-state battery sector, demonstrating strong technical reserves and partnerships with multiple solid-state battery manufacturers [1] Group 1: Company Positioning - The company emphasizes that solid-state batteries require higher performance standards for structural components, including high-temperature resistance, pressure resistance, and dimensional accuracy [1] - KedaLi has been proactive in the solid-state battery field, indicating a strategic focus on advanced battery technologies [1]

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 ...

Group 1 - The company Keda Li announced on December 15 that its fifth board meeting was held on December 15, 2025, to discuss the proposal for increasing the registered capital of its wholly-owned subsidiary [1] - The meeting was conducted through a combination of in-person and remote voting methods [1] Group 2 - The article highlights concerns regarding the financial practices of a related party, with allegations that multiple associated entities are untraceable, raising questions from shareholders about the company's financial integrity [1] - The company Jiangsu Wuzhong is facing potential delisting due to financial mismanagement, with reports indicating that the Qian siblings have nearly depleted the company's resources [1]