Core Viewpoint - Jinlongyu has experienced significant stock price increases due to a surge in new energy orders, particularly a procurement order for high-energy density solid-state battery cells for drones, marking a milestone for the company [1] Group 1: New Energy Orders - On May 20, Jinlongyu announced a procurement order for 100,000 units of EC01 series solid-state battery cells with an energy density of 500Wh/kg, which is seen as a significant achievement for the company [1] - The company described the order as an important milestone in its development, although the exact financial impact remains unclear [1] - Despite the positive news, the company later indicated that the order amount is relatively small and will not significantly impact profits for the current or future years [1][2] Group 2: Financial Performance - For the year 2024, Jinlongyu reported a revenue of 3.675 billion yuan, a decrease of 6.53% year-on-year, and a net profit of 140 million yuan, down 14.14% from the previous year [2] - The decline in revenue and profit is attributed to a slowdown in construction projects and increased industry competition, along with losses from the newly established new energy subsidiary [2] - The new energy subsidiary, Jinlongyu New Energy, reported a revenue of 19.47 million yuan and a net loss of 21.07 million yuan for the same period [2]

证券代码：002882 证券简称：金龙羽 公告编号：2025-049 金龙羽集团股份有限公司 一、股票交易异常波动的情况介绍 金龙羽集团股份有限公司（以下简称"公司"、"本公司"）股票（证券简 称：金龙羽，证券代码：002882）于 2025 年 5 月 20 日、5 月 21 日连续两个交 易日内日收盘价格涨幅偏离值累计超过 20％，根据《深圳证券交易所交易规则》 的有关规定，属于股票交易异常波动的情形。 二、公司关注、核实情况 针对公司股票交易异常波动，公司董事会通过书面问询的方式，对公司控股 股东、实际控制人及一致行动人针对相关事项进行了核实，有关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处。 2、公司关注到近期固态电池概念受市场关注度较高。截至目前，公司固态 电池及其关键材料相关技术的研究开发已取得一定的进展，部分材料已向客户送 样评测。近期，公司子公司金龙羽新能源（深圳）有限公司与客户签订了无人机 用高能量密度固态电芯采购订单，订单金额较小，预计对公司本年度及未来年度 的利润不构成重大影响。子公司此前在公司惠州工业园建设的相关产线可以满足 前述订单的生产需求。 股票交易异常波动公告 ...

A股三大指数今日集体上涨，大小盘个股分化，截至收盘，沪指涨0.21%，深成指涨0.44%，创业板指涨0.83%， 北证50指数涨0.39%。全市场成交额12143亿元，较上日放量31亿元。全市场3500只个股飘绿。 涨停天梯榜： 【5连板】 郑中设计（002811）、丽人丽妆（605136）。 板块题材上，贵金属、固态电池、煤炭、电力、创新药板块领涨；工业母机、PEEK材料板块领跌。 盘面上，固态电池概念集体爆发，金龙羽（002882）、国轩高科（002074）、滨海能源（000695）、圣阳股份 （002580）、领湃科技（300530）涨停。创新药概念领涨，舒泰神（300204）、三生国健、海辰药业 （300584）、哈三联（002900）涨停。并电力、煤炭板块涨幅居前，大有能源（600403）、乐山电力 （600644）、海南发展（002163）涨停。黄金股午后走强，莱绅通灵（603900）、西部黄金（601069）涨停。机 器人概念跌幅居前，恒而达（300946）跌超10%。高位股多数调整，成飞集成（002190）跌停，中毅达 （600610）午后上演天地板。 这几只票暗盘资金正在偷偷流入，立即查看> ...

Solid-State Battery Sector - Several companies in the solid-state battery sector have shown significant stock price increases, with notable gains including Ningxin New Materials at 30.00% and Lingpai Technology at 20.00% [3][4] - Jinlongyu and Guoxuan High-Tech both achieved a 9.99% increase, indicating strong market interest in solid-state battery technologies [3] Mergers and Acquisitions - The China Securities Regulatory Commission has encouraged private equity funds to participate in mergers and acquisitions of listed companies, which has led to increased stock performance in this area [5] - Companies like Zongyi Co. and Tianqimo have seen stock price increases of 9.94% and 10.00% respectively, attributed to merger and acquisition activities [6][8] Innovative Pharmaceuticals - The announcement of a licensing agreement between 3SBio and Pfizer for a dual-specific antibody has set a record for upfront payments in the domestic innovative drug sector, amounting to $1.25 billion [9] - Stocks such as Sanofi Guojian and Hasi Lian have experienced gains of 19.99% and 9.98% respectively, reflecting positive market sentiment towards innovative pharmaceuticals [10][11] Chemical Industry - Recent fluctuations in chemical product prices have drawn market attention, with companies like Yong'an Pharmaceutical and Anada both achieving a 10.00% increase in stock prices [12] Power Sector - The National Energy Administration reported a 4.7% year-on-year increase in total electricity consumption, which has positively impacted stocks in the power sector, including Hunan Development with a 10.01% increase [13] Daily Chemical Products - The domestic consumption medical market is projected to reach a scale of 3.529 billion yuan by 2025, driving interest in related stocks [14] Gold Concept - COMEX gold futures rose by 1.83%, reaching $3,292.6 per ounce, which has positively influenced stocks in the gold jewelry sector, such as Laisentongling with a 10.01% increase [17][18] BYD Concept - The revised regulations from the central government promoting the use of domestic and new energy vehicles have led to stock increases for companies like Changqing Co. and Tongda Electric, both showing gains around 10% [19][20] Other Notable Stocks - Zhengzhong Design and Liren Lizhuang have both achieved significant stock price increases, with Zhengzhong Design at 10.00% and Liren Lizhuang at 9.99% [22][25]

Group 1 - The A-share solid-state battery sector experienced a short-term surge, with Guoxuan High-Tech hitting the daily limit [1] - Binhai Energy, Ningxin New Materials, and Jinlongyu previously reached their daily limit, indicating strong market interest [1] - Lingge Technology and Lingpai Technology saw increases of over 10%, reflecting positive sentiment in the sector [1] Group 2 - Other companies such as Honggong Technology, Shanghai Xiba, Manns Technology, Mengguli, and Liyuanheng also experienced gains, showcasing a broader rally in the industry [1]

机构指出，全固态电池作为最具前景的下一代电池技术之一，获得全产业链的共同关注与合力布局，方 向性与趋势性明确。 5月21日，固态电池概念股表现活跃，截至发稿，滨海能源、金龙羽涨停，宁新新材涨逾28%，领湃科 技涨超9%，灵鸽科技、国轩高科、德尔股份等跟涨。 | 代码 | 名称 | 米幅十 | | --- | --- | --- | | 839719 | 宁新新材 | +28.57% | | 000695 | 滨海能源 | +10.03% | | 002882 | 金龙羽 | 49.99% | | 300530 | 领湃科技 | +9.49% | | 833284 | 灵鸽科技 | +7.62% | | 002074 | 国轩高科 | +6.07% | | 832522 | 纳科诺尔 | 45.16% | | 830779 | 武汉蓝电 | +4.66% | | 300473 | 德尔股份 | +4.32% | | 300584 | 海辰药业 | 44.28% | 今年以来，我国固态电池领域利好不断。5月15日—17日第十七届深圳国际电池技术交流会/展览会在深 圳举行，会上多个固态电池新型产品亮相，包括星源材质 ...

A50突然直线拉升，沪指翻红。固态电池概念继续活跃。港股AI概念股走强。 固态电池概念股活跃 固态电池概念继续活跃，金龙羽2连板，领湃科技一度涨超15%，国轩高科、盟固利、天力锂能、德尔股份等跟涨。 黄金概念盘初活跃，莱绅通灵涨超7%，曼卡龙、赤峰黄金、潮宏基、山东黄金、湖南黄金等集体高开。 港股黄金股也走强，截至发稿，赤峰黄金涨超6%，灵宝黄金涨超3%，山东黄金涨超4%。 消息面上，国际金价早盘继续走高，现货黄金价格一度突破3300美元/盎司。周二金价大涨，COMEX黄金期货收涨1.83%报3292.6美元/盎司，COMEX白 银期货收涨2.32%报33.26美元/盎司。 5月21日早盘，A股开盘涨跌不一。沪指低开0.01%，深证成指低开0.03%，创业板指高开0.17%。截至发稿，沪指拉升翻红。 | 名称 | 序号 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 上证指数 | 1 | 3385.29 | 4.81 | 0.14% | | 深证成指 | 2 | 10261.91 | 12.74 | 0.12% | | 北证50 | 3 | 1477.2 ...

Group 1 - The solid-state battery sector experienced a short-term surge, with Binhai Energy (000695) hitting the daily limit up [1] - Lingpai Technology (300530) rose over 10%, indicating strong market interest [1] - Other companies such as Jinlongyu (002882), Lingge Technology, Ningxin New Materials, Guoxuan High-Tech (002074), and Delong Co., Ltd. (300473) also saw increases in their stock prices [1] Group 2 - There is a notable influx of dark pool funds into these stocks, suggesting potential investment interest [1]

Core Viewpoint - The solid-state battery concept stocks have experienced a rapid surge, with significant gains observed in various companies following the Shenzhen International Battery Technology Conference held from May 15 to 17 [1] Group 1: Stock Performance - Lingpai Technology saw an increase of over 10% [1] - Binhai Energy reached its daily limit up [1] - Guoxuan High-Tech and Jinlongyu both rose by over 5% [1] - Other companies such as Enjie, Delong, Naconor, and Mengguli also experienced upward movement [1] Group 2: Event Highlights - The 17th Shenzhen International Battery Technology Exchange Conference showcased multiple new solid-state battery products [1] - Xinyuan Materials introduced various polymer electrolyte membranes and rigid skeleton products for next-generation semi-solid and solid-state battery applications [1] - Haopeng Technology presented its self-developed consumer solid-state battery products [1] - Enjie exhibited several new solid-state sulfide products [1]

Group 1 - The core viewpoint of the article highlights the significant milestone achieved by Jinlongyu New Energy in securing a procurement order for high-energy density solid-state battery cells, marking a step forward in the customized lithium battery market for drones [1] - The order involves the procurement of 100,000 units of the EC01 series ultra-energy solid-state battery cells, which have an energy density of 500Wh/kg, indicating the company's advancement in high-performance customized lithium batteries [1] - This order is expected to provide strong market support for future R&D investments, technological innovations, and capacity expansion, solidifying Jinlongyu's brand advantage in the customized lithium battery market [1] Group 2 - The global focus on solid-state battery technology has intensified, with major economies incorporating it into national strategic planning and increasing policy support and research investment [2] - China has made significant breakthroughs in solid-state battery technology, achieving a production capacity of 5.2GWh by 2024, although challenges remain in commercializing the technology [2] - Key technical challenges include improving ionic conductivity of solid electrolytes, optimizing electrode/electrolyte interface stability, and developing large-scale production processes [2] Group 3 - A summit titled "2025 (Third) China Solid-State Battery Technology Development and Market Application Forum" will be held on July 8-9, 2025, in Shanghai, aimed at discussing the latest research, industrialization paths, market trends, and challenges in solid-state battery technology [3] - The forum seeks to gather top experts, industry leaders, and investment representatives to foster collaboration and accelerate innovation in solid-state battery technology [3]