证券代码:002943 证券简称:宇晶股份 公告编号：2026-014 湖南宇晶机器股份有限公司 关于 2022 年股票期权激励计划预留授予部分 第三个行权期采用自主行权模式的提示性公告 本公司及董事会全体成员保证信息披露内容的真实、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、公司 2022 年股票期权代码：037327，期权简称：宇晶 JLC2。 2、公司 2022 年股票期权激励计划（以下简称"本激励计划"）授予的股票 期权预留授予部分第三个行权期符合行权条件的激励对象共计 3 人，可行权期权 数量为 6.3375 万份，占目前公司总股本比例为 0.0308%，占剔除公司回购专用证 券账户股份后总股本比例的 0.0309%。行权价格为 13.296 元/份。 3、本次股票期权行权采用自主行权模式。 4、本次股票期权行权期限自 2025 年 12 月 21 日起至 2026 年 12 月 20 日止， 根据可交易日及行权手续办理情况，本次实际可行权期限为 2026 年 2 月 5 日至 2026 年 12 月 18 日止。 5、本次可行权股票期权若全部行权，公司股权分布仍具备上市条件 ...

证券日报网讯2月2日，宇晶股份（002943）在互动平台回答投资者提问时表示，未来公司将进一步加大 研发力度，持续提升新工艺、新技术在产品上的应用，通过技术创新提高产品的竞争力。 ...

Summary of Key Points from Conference Call Records Industry Overview - **Industry Focus**: The records primarily discuss the lithium battery, sodium battery, wind power, and photovoltaic sectors, highlighting recent developments and future expectations in these industries. Lithium Battery Sector - **National Capacity Pricing Policy**: The introduction of the national capacity pricing policy is expected to increase the Internal Rate of Return (IRR) for energy storage by over 3%, with more provinces likely to adopt energy storage solutions by 2026 [1] - **Lithium Battery Production**: In February, lithium battery production is projected to decrease by over 10%, indicating that the production season is not as weak as anticipated [1] - **Sodium Battery Testing**: Ningde has initiated winter testing with multiple automotive companies for sodium batteries, with expectations for mass production in Q2 [1] - **Investment Focus**: The preferred investment hierarchy includes energy storage cells (Penghui) > lithium iron phosphate cathodes > energy storage integration (Haibo) > separators (Enjie), copper, and aluminum foil (Nord and Dingsheng) [1] Sodium Battery Sector - **Lithium Carbonate Price Adjustment**: A new round of price increases for lithium carbonate is anticipated following adjustments, with strong downstream purchasing activity observed after recent price drops [2] - **Wind Power Sector Performance**: Recent performance forecasts for the wind power sector have largely fallen short of expectations due to a decline in Q4 shipments and year-end impairments, indicating a confirmed bottom for the main engine sector [2] - **Investment Recommendations**: Recommended stocks include Jinlei Co., Daikin Heavy Industries, and major engine manufacturers (Goldwind, SANY, Yunda, Mingyang) [2] Photovoltaic Sector - **Space Photovoltaics**: The application by SpaceX to deploy 1 million satellites to create a space data center reinforces the logic behind space photovoltaics [3] - **Cost Reduction in Battery Production**: The high silver prices and technological breakthroughs have led to an average cost reduction of over 0.15 CNY/W in copper-based batteries, indicating a potential explosion in the no-silver industrialization [3] - **Investment Focus**: The preferred investment hierarchy includes equipment manufacturers (Liancheng, Lap, Maiwei, Yujing) and battery materials (Bojian, Foster, Kaisheng, Juhua, Dike, Risheng, Junda) [3] AIDC (Artificial Intelligence Data Center) Sector - **New Bidding Opportunities**: The domestic supply chain is entering a new round of bidding, with ByteDance shifting its focus to high-voltage direct current solutions and Nvidia tightening certification for liquid cooling [3] - **Production Increase**: The production capacity of Yingwei's QD is expected to increase by 20 times in Q1, indicating a strong alignment with Nvidia's ecosystem [3]

电新周观点更新：好看太空光伏、储能、锂、钠电 锂电：全国容量电价政策落地，储能爆发确定 #周度变化：1）全国容量电价政策出台，预计储能IRR增加 3%以上，26年会有更多省份储能0-1；2）2月锂电排产 中枢环降10%+，排产淡季不淡；3）钠电宁德开启多个车企冬季测试，Q2有望批量出货。 电新周观点更新：好看太空光伏、储能、锂、钠电 锂电：全国容量电价政策落地，储能爆发确定 #周度变化：1）全国容量电价政策出台，预计储能IRR增加 3%以上，26年会有更多省份储能0-1；2）2月锂电排产 中枢环降10%+，排产淡季不淡；3）钠电宁德开启多个车企冬季测试，Q2有望批量出货。 看好环节排序：储能电芯（鹏辉）＞铁锂正极＞储能集成（海博）＞隔膜（恩捷）、铜铝箔（诺德、鼎胜）、 6F等。 #周度变化：风电板块业绩预告密集落地，受q4出货量下降和年底减值影响，业绩多数不及预期；其中主机板块低 价单已大幅出清，确定性底部已现，预计26Q1毛利率整体开启修复。 看好标的排序：首推金雷股份、大金重工以及主机（金风、三一、运达、明阳）；海风链—塔桩（泰胜、天 顺），海缆（东缆、中天），此外现阶段建议重点关注海力风电。 看好环节排 ...

报告期内，公司净利润实现扭亏为盈，主要得益于国际海外市场顺利交付，另公司持续开展降本增效工 作，子公司较去年亏损减少。公司不断加强研发，提高产品竞争力，整体盈利能力得到提升。 格隆汇1月29日丨宇晶股份(002943.SZ)发布2025年度业绩预告，报告期内，归属于上市公司股东的净利 润为1,200万元～1,800万元，上年同期亏损3.75亿元；扣除非经常性损益后的净利润为亏损1,450万元～ 2,050万元，上年同期亏损3.78亿元。 ...

格隆汇1月29日丨宇晶股份(002943.SZ)发布2025年度业绩预告，预计2025年度归属于上市公司股东的净 利润1,200万元～1,800万元，上年同期亏损37,486.19万元；预计2025年度扣非净亏损1,450万元-2,050万 元，上年同期亏损37,798.69万元。 报告期内，公司净利润实现扭亏为盈，主要得益于国际海外市场顺利交付，另公司持续开展降本增效工 作，子公司较去年亏损减少。公司不断加强研发，提高产品竞争力，整体盈利能力得到提升。 ...

湖南宇晶机器股份有限公司 2025年度业绩预告 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、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日-2025 年 12 月 31 日 2、业绩预告情况：预计净利润为正值且属于扭亏为盈情形 （1）以区间数进行业绩预告的 单位：万元 证券代码：002943 证券简称：宇晶股份 公告编号：2026-013 本次业绩预告相关财务数据是公司财务部门初步测算的结果，未经会计师事 务所审计。公司已就本次业绩预告有关事项与会计师事务所进行了预沟通，与会 计师事务所在本次业绩预告方面不存在分歧。 三、业绩变动原因说明 报告期内，公司净利润实现扭亏为盈，主要得益于国际海外市场顺利交付， 另公司持续开展降本增效工作，子公司较去年亏损减少。公司不断加强研发，提 高产品竞争力，整体盈利能力得到提升。 四、风险提示 本次业绩预告是公司财务部门初步测算结果，未经会计师事务所审计，具体 财务数据以公司披露的 2025 年年度报告为准，敬请广大投资者谨慎决策，注意 投资风险！ 特此公告。 | 项 | 目 | 本报告期 | | | ...

Investment Rating - The report maintains an "Overweight" rating for the commercial aerospace industry, indicating a positive outlook for the sector in the coming months [1]. Core Insights - The commercial aerospace industry is expected to undergo a significant transformation by 2026, driven by advancements in launch capabilities and the successful deployment of domestic rockets, which will remove previous constraints on industry growth [8][9]. - The competition in commercial aerospace is fundamentally a "land grab" for space sovereignty and resource allocation, emphasizing the need for increased launch frequency to secure China's position in low Earth orbit [10]. - The report highlights the strategic importance of commercial aerospace in national defense and resource acquisition, particularly in the context of lunar resources like Helium-3, which could reshape global energy dynamics [12]. - Key catalysts for the industry include domestic policy support and capital market developments, with significant IPOs expected from leading aerospace companies in 2026 [13][15]. Summary by Sections 1. Why has the domestic commercial aerospace industry reached a qualitative change? - The industry has transitioned from a limited payload capacity to a robust launch capability, marked by the successful launch of the Zhuque-3 rocket, which signifies a shift from speculative themes to a narrative driven by operational capacity [8]. 2. How to understand the importance of commercial aerospace? - The scarcity of low Earth orbit resources has made the commercial aerospace race a critical national strategy, with the need to enhance launch frequency to secure space assets and maintain competitive advantages [10][11]. 3. What subsequent catalysts are worth paying attention to in commercial aerospace? 3.1. Domestic: Accelerated release of policy and capital dividends - The report anticipates significant policy support and capital market activity, with major aerospace companies expected to enter the IPO market in 2026, reflecting the strategic importance of the sector [13]. 3.2. International: Clear policy framework and tight planning timeline - The U.S. has shifted from a public to a private ownership model for space resources, establishing a legal framework that encourages commercial investment in space resource development [15][16]. 4. Investment Recommendations 4.1. SpaceX Concept - Companies that could potentially enter the SpaceX supply chain are highlighted, indicating a strong future in commercial aerospace [17]. 4.2. Rocket Sector: "Many Stars, Few Rockets" Expected to Breakthrough - The report suggests that advancements in large-capacity reusable rocket technology will lead to significant changes and valuation adjustments in the sector [19]. 4.3. Satellite Sector: Certainty in Implementation - The urgency to secure low Earth orbit resources is driving domestic satellite constellations from planning to large-scale deployment [20]. 4.4. Space Computing and Space Photovoltaics: Next-Generation Core Tracks - The report identifies space computing and space photovoltaics as critical future sectors, emphasizing their role in supporting lunar economies and global intelligence ecosystems [22].

证券日报网讯 1月28日，宇晶股份发布公告称，公司于近日接到控股股东杨宇红先生的通知，杨宇红先 生将其持有的公司部分股权办理了股票质押业务，本次质押股数2，180，000股。 （文章来源：证券日报） ...

（记者 曾健辉） 每经头条（nbdtoutiao）——从极寒测试到万套装车！半固态电池今年有望搭载多款新车：各大厂商摩 拳擦掌，动力电池技术迎来迭代年 每经AI快讯，宇晶股份1月28日晚间发布公告称，截至本公告日，杨宇红累计质押股数为1908万股，占 其所持股份比例为47.17%。杨佳葳累计质押股数为1680万股，占其所持股份比例为49.7%。 ...