投资建议：第一条线推荐壁垒最高的电池环节，首推宁德时代，关注国轩高科，金龙羽等；第二条线推 荐设备端，推荐先惠技术，纳科诺尔，先导智能，联赢激光，关注宏工科技，灵鸽科技，利通科技，海 目星，利元亨，松井股份等；第三条线推荐材料端，首推硫化锂+电解质，推荐上海洗霸，厦钨新能， 当升科技，天赐材料，恩捷股份，华盛锂电，关注博苑股份，海辰药业，其次推荐天奈科技，容百科技 等；第四条线推荐新技术，关注中一科技，远航精密，英联股份等。 25年看，固态电池产业化加速，H1车规级电芯下线，H2中试线落地，带来两轮主升浪行情。26年看， 固态电池进入关键期，H1车规级Pack下线，开启装车路试验证，H2预计量产线落地。该行认为26年核 心催化点在于GWh级量产线的招标+固态相关车型的路试，有望带来类比25年两轮大级别的行情，建议 重点关注头部企业的产线招标情况，以及后续亮相工信部申报名录的新车型。 具备宽温域+高能量+安全性，固态电池天然适配太空领域 太空体系具备真空、极端温差、高辐射等特点，环境温度在-200℃~+150℃，液态电池工作温度 在-20℃~+60℃，而固态电池具备宽温域的属性，此外安全性高不起火，抗辐射不产气 ...

Investment Rating - The report suggests a positive investment outlook for the solid-state battery industry, highlighting key players and sectors to focus on [2][11]. Core Insights - The solid-state battery industry is entering a critical phase in 2026, with significant advancements expected in the production of battery packs and vehicle testing [2][14]. - Solid-state batteries are particularly suited for space applications due to their wide temperature range, high energy density, and safety features [27][32]. - The report emphasizes the importance of policy support and technological advancements in driving the commercialization of solid-state batteries [11][24]. Summary by Sections Part 1: Transition from Cell to Pack - The focus is shifting from cell production to pack development, with significant attention on vehicle testing progress [5][14]. - The timeline indicates that 2025 will see the rollout of vehicle-grade cells, while 2026 will focus on pack production and testing [11][12]. Part 2: Adaptation to Space Environment - Solid-state batteries are designed to operate in extreme conditions, making them ideal for space applications [27][32]. - The demand for solid-state batteries in the space sector could reach tens to hundreds of GWh annually as technology matures [32][29]. Part 3: Equipment and Material Dynamics - The equipment sector is expected to benefit first from the expansion of solid-state battery production, with a focus on key players in the equipment supply chain [37][41]. - The materials sector is becoming increasingly competitive, with various players working on cost reduction and efficiency improvements [60][62]. Part 4: Investment Recommendations - The report recommends focusing on leading battery manufacturers, equipment suppliers, and material producers, highlighting specific companies for investment [2][11]. - Key players include CATL, Gotion High-Tech, and others in the battery production and equipment sectors [2][11].

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、股东股份质押及解除质押基本情况 金龙羽集团股份有限公司（以下简称"公司"、"本公司"）近日接到实际控制人、控股股东郑有水先生的 通知，获悉其所持有本公司的部分股份被质押、部分股份解除质押，具体事项如下： 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002882 证券简称：金龙羽 公告编号：2026-009 金龙羽集团股份有限公司 关于股东股份质押及解除质押的公告 注1：以上比例数据与合计数若有差异为四舍五入造成。 注2：以上限售不包括高管锁定。 二、其他说明 1．本次股份质押基本情况： ■ 注1：用于置换在申万宏源证券有限公司的存续股票质押合约，穿透后用于广东潮汕和成医院的建设。 注2：郑有水先生质押股份不存在业绩补偿义务。 2．本次股份解除质押基本情况： ■ 3.股东股份累计质押情况： 截至2026年2月12日，上述股东及其一致行动人所持质押股份情况如下： ■ 1.本次股份质押不存在平仓风险或被强制过户风险。 2.本次股份质押及解除质押事项不会导致公司实际控制权发生变更。 3.郑有水先生资信 ...

每经AI快讯，金龙羽2月13日晚间发布公告称，截至本公告日，郑有水累计质押股数为9167万股，占其 所持股份比例为37.26%。吴玉花累计质押股数约为2302万股，占其所持股份比例为100%。 （记者 胡玲） 每经头条（nbdtoutiao）——上市公司净利从暴增9倍到突然预亏超2亿元，董事长为何自掏5000万元补 窟窿？50亿元信托理财也去向成谜，股民直呼看不懂 ...

证券代码：002882 证券简称：金龙羽 公告编号：2026-009 金龙羽集团股份有限公司 关于股东股份质押及解除质押的公告 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、股东股份质押及解除质押基本情况 | | 是否为控股 | 本次 | 占其所 | 占公 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名 | 股东或第一 | | | 司总 | 是否 | 是否为 | 质押 | 质押 | | 质押 | | | | 质押 | 持股份 | | 为限 | 补充质 | 起始 | 到期 | 质权人 | | | 称 | 大股东及其 | | | 股本 | | | | | | 用途 | | | | 数量 | 比例 | | 售股 | 押 | 日 | 日 | | | | | 一致行动人 | | | 比例 | | | | | | | | | | | | | | | 2026- | 2027- | 红塔证券股份 | 详见 | | 郑有水 | 是 | 1,30 ...

Core Viewpoint - The company has established a hedging management system to manage the risks associated with raw material price fluctuations [1] Group 1: Risk Management - The company utilizes futures hedging to lock in copper prices for forward orders, allowing for effective cost risk mitigation through the offsetting of gains and losses between futures and spot markets [1] - Rising copper prices have increased the company's cost expenditures, impacting its funding requirements [1] Group 2: Compliance and Control - The company strictly adheres to relevant regulations and implements risk control measures to ensure business compliance and stability [1]

金龙羽集团股份有限公司 2026 年第二次临时股东会决议公告 证券代码：002882 证券简称：金龙羽 公告编号：2026-008 一、会议召开的基本情况： 1、会议召开时间： （1）现场会议召开时间：2026 年 1 月 30 日 15:00 （2）网络投票时间：通过深圳证券交易所交易系统进行网络投票的时间为 2026 年 1 月 30 日 9:15—9:25、9:30—11:30，13:00－15:00；通过深圳证券交 易所互联网投票系统投票的时间为 2026 年 1 月 30 日 9:15—15:00。 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： 1.本次股东会无否决议案的情况； 2.本次股东会不涉及变更以往股东会决议的情况。 2、现场会议召开地点：深圳市龙岗区坂田街道五和大道 118 号和成世纪名 园 3A 21 楼会议室 3、会议召开方式：现场投票与网络投票相结合 4、会议召集人：公司第四届董事会 5、现场会议主持人：公司董事长郑有水先生 6、股权登记日：2026 年 1 月 26 日 7、本次会议的召集和召开符合《中华人民共和国公司 ...

广东华商律师事务所 关于金龙羽集团股份有限公司 2026 年第二次临时股东会的 法律意见书 地址：深圳市福田区深南大道 4011 号香港中旅大厦 21-26 层 本法律意见书根据《中华人民共和国公司法》(以下简称"《公司法》")《中 华人民共和国证券法》（以下简称"《证券法》"），以及《金龙羽集团股份有限 公司公司章程》（以下简称"《公司章程》"）等有关法律、法规和规范性文件而 出具。 在本法律意见书中，本所律师仅对本次股东会的召集、召开程序、出席会议 人员资格、召集人资格及会议表决程序、表决结果是否符合《公司法》等法律、 法规、规范性文件及《公司章程》《股东会议事规则》的规定发表意见，不对会 议审议的议案内容以及这些议案所表述的事实或数据的真实性及准确性发表意 见。 电话：86-755-83025555 传真：86-755-83025058 网址：http://www.huashang.cn 邮编：518000 广东华商律师事务所 关于金龙羽集团股份有限公司 2026 年第二次临时股东会的 法律意见书 致：金龙羽集团股份有限公司 广东华商律师事务所（以下简称"本所"）接受金龙羽集团股份有限公司（以 下简称" ...

Core Viewpoint - Jinlongyu (002882) focuses on the research, production, sales, and service of power cables, as well as the research and manufacturing of solid-state battery materials and cells [1] Group 1 - The company's main business includes the development and production of power cables [1] - Jinlongyu is also involved in the research and manufacturing of solid-state battery materials and cells [1] - The company will provide updates on its performance in future periodic reports [1]

Core Viewpoint - The article discusses the advancements and production timelines of solid-state batteries from various companies, highlighting the competitive landscape and technological progress leading up to 2026 and beyond [4]. Group 1: Company Developments - CATL launched the world's first sulfide solid-state battery pilot line in Hefei in May 2025, achieving an energy density of 450Wh/kg, with plans to expand production capacity to 50GWh by 2026 [6]. - Guoxuan High-Tech introduced its "Guan" quasi-solid-state square aluminum shell cell with an energy density greater than 300Wh/kg and initiated a pilot line with a 90% yield rate in May 2025 [8]. - EVE Energy's solid-state battery, "Longquan No. 2," achieved an energy density of 300Wh/kg and is aimed at high-end applications like humanoid robots and low-altitude aircraft [8]. - Aoxin Technology plans to launch its polymer solid-state battery with an energy density of 400Wh/kg by the end of 2025, targeting high-end new energy vehicles [8]. - Ganfeng Lithium announced the mass production of lithium sulfide, completing the last link in the solid-state battery ecosystem, with plans to launch solid-state batteries by the end of 2025 [9]. Group 2: Industry Trends - The solid-state battery industry is expected to enter a critical year in 2026, with many companies racing to achieve mass production [4]. - The article outlines the competitive landscape, with over 30 companies making significant strides in solid-state battery technology, indicating a robust growth trajectory in the sector [4]. - The anticipated commercialization of solid-state batteries is projected for around 2030, as supply chains mature and production processes are refined [6].