Core Viewpoint - Zhongke Electric (SZ 300035) announced a share transfer agreement with Kaibo Chengdu Fund, involving the transfer of approximately 34.28 million shares, representing 5.001% of the company's total equity, at a price of 23.34 CNY per share, totaling around 800 million CNY [1] Company Summary - The share transfer will not result in a change of the company's controlling shareholder or actual controller [1] - As of the announcement, Zhongke Electric's market capitalization is 17.2 billion CNY [1] - For the first half of 2025, Zhongke Electric's revenue composition is as follows: non-metal mineral products account for 95.32%, while other businesses account for 4.68% [1]

格隆汇10月30日｜中科电气(300035.SZ)公告称，近日与成都产业投资集团有限公司签订《全面深化战 略合作协议》，双方同意围绕负极材料业务展开多方位合作，共同将公司打造成负极材料全球领先企 业；双方围绕锂离子电池、钠离子电池及固态电池领域，优先推动在成都市或四川省内设立关键核心材 料研发中心，逐步建设中试线、量产线；双方发挥各自优势，围绕锂电池行业，共同挖掘锂电池产业链 投资机会，助力成都市加速打造锂电池产业集群，促进先进能源体系建设。 ...

湖南中科电气股份有限公司 简式权益变动报告书 股权变动性质：协议转让导致股份减少 签署日期：2025 年 10 月 30 日 1 上市公司名称：湖南中科电气股份有限公司 股票上市地点：深圳证券交易所 股票简称：中科电气 股票代码：300035 信息披露义务人 1：余新 住所/通讯地址：湖南省岳阳市******** 信息披露义务人 2：李爱武 住所/通讯地址：湖南省岳阳市******** 信息披露义务人 3：余强 住所/通讯地址：湖南省岳阳市******** 信息披露义务人 4：李小浪 住所/通讯地址：湖南省岳阳市******** 信息披露义务人声明 一、本报告书系依据《中华人民共和国公司法》《中华人民共和国证券法》 《上市公司收购管理办法》《公开发行证券的公司信息披露内容与格式准则第 15 号——权益变动报告书》等相关法律、法规和规范性文件编制。 二、信息披露义务人签署本权益变动报告书已获得必要的授权和批准，其履 行亦不违反信息披露义务人章程或内部规则中的任何条款，或与之相冲突。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》的规定，本 报告书已全面披露信息披露义务人在湖南中科电气股份有限公司中拥有 ...

证券代码：300035 证券简称：中科电气 公告编号：2025-058 湖南中科电气股份有限公司 关于与成都产业投资集团有限公司签署 全面深化战略合作协议的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记载、误 导性陈述或重大遗漏。 特别提示： 1、本次签订的《全面深化战略合作协议》属于双方合作意愿和基本原则的框架性、 意向性、初步的约定，尚存在不确定性。本协议所涉及的具体合作事项需另行签订相关 正式合作协议，敬请广大投资者注意投资风险。 2、本协议不会对公司本年度经营业绩产生重大影响，对公司未来年度经营业绩的 具体影响存在不确定性。 一、协议签署概况 湖南中科电气股份有限公司（以下简称"公司"、"中科电气"）近日与成都产业 投资集团有限公司（以下简称"成都产投"）签订了《全面深化战略合作协议》（以下 简称"本协议"）。双方同意围绕负极材料业务，全面深化合作关系，充分发挥在各自 领域的资源、资金、管理、人才等方面的优势，展开多方位的合作，共同将公司打造成 为负极材料全球领先企业，并推动新能源电池负极材料在四川省和成都市实现高质量发 展，实现双方协同共赢。 本协议的签署无需提交董事会或 ...

证券代码：300035 证券简称：中科电气 公告编号：2025-057 湖南中科电气股份有限公司 关于引入战略投资者暨公司股东协议转让部分股份 的权益变动提示性公告 3、本次协议转让事项不触及要约收购，不构成关联交易，不会导致公司的控股股 东、实际控制人变更，不会对公司治理结构及持续经营产生影响，同时也不存在损害公 司及其他投资者利益的情形。 4、本次股份转让尚需深圳证券交易所合规性确认和中国证券登记结算有限责任公 司深圳分公司办理过户手续，本次股份转让事项是否能够最终完成尚存在不确定性，敬 请广大投资者注意投资风险。 一、协议转让概述 （一）本次协议转让的基本情况 公司于近日收到控股股东暨实际控制人余新、李爱武夫妇及其一致行动人余强、李 小浪以及公司股东罗新华、黄越华、黄雄军的通知，获悉其与凯博成都基金于 2025 年 1 公司控股股东暨实际控制人余新、李爱武夫妇及其一致行动人余强、李小浪以及公司 股东罗新华、黄越华、黄雄军保证向本公司提供的信息内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： 1、湖南中科电气股 ...

湖南中科电气股份有限公司 住所/通讯地址：四川省成都市龙泉驿区大面街道成龙大道二段 888 号 49 栋 5 层 1 号 股权变动性质：协议转让导致股份增加 简式权益变动报告书 上市公司名称：湖南中科电气股份有限公司 股票上市地点：深圳证券交易所 股票简称：中科电气 股票代码：300035 信息披露义务人：凯博（成都）新能源股权投资基金合伙企业（有限合伙） 签署日期：2025 年 10 月 30 日 1 信息披露义务人声明 一、本报告书系依据《中华人民共和国公司法》《中华人民共和国证券法》 《上市公司收购管理办法》《公开发行证券的公司信息披露内容与格式准则第 15 号——权益变动报告书》等相关法律、法规和规范性文件编制。 二、信息披露义务人签署本权益变动报告书已获得必要的授权和批准，其履 行亦不违反信息披露义务人章程或内部规则中的任何条款，或与之相冲突。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》的规定，本 报告书已全面披露信息披露义务人在湖南中科电气股份有限公司中拥有权益的 股份变动情况。 四、截至本报告书签署之日，除本报告书披露的持股信息外，上述信息披露 义务人没有通过任何其他方式增加或减少 ...

Core Insights - The company reported a significant increase in revenue and net profit for the first three quarters of 2025, with revenue reaching 5.904 billion and net profit at 402 million, reflecting year-on-year growth of 52.03% and 118.85% respectively, outperforming the average growth rate in the anode materials industry [1] - The growth is attributed to the dual benefits of the booming electric vehicle fast-charging and energy storage markets, along with product structure upgrades and cost reduction through research and development [1] Revenue and Profit Performance - The company achieved a revenue of 5.904 billion, marking a year-on-year increase of 52.03% [1] - The net profit attributable to shareholders reached 402 million, showing a substantial year-on-year growth of 118.85% [1] Market Dynamics - The high demand in the electric vehicle and energy storage markets serves as a foundation for the company's performance [1] - The company's fast-charging anode materials are compatible with mainstream batteries from leading enterprises, resulting in a significant increase in shipment volume [1] - The energy storage market's upward trend has become a crucial driver for the company's revenue growth [1] Product Development and Innovation - The company has successfully integrated into the supply chains of leading energy storage enterprises, leading to a noticeable increase in related revenue [1] - Despite significant fluctuations in upstream raw material prices, the company has enhanced profitability through high-end product offerings and technological advancements [1] - The company's silicon-carbon anode pilot line has achieved an energy density of over 2000 mAh/g, with samples sent to leading battery manufacturers, expecting mass production in 2026 [1] - The hard carbon anode has already achieved mass production with key clients, positioning the company advantageously in the sodium-ion battery market [1] Global Expansion - The company is planning to establish a 200,000-ton integrated production base in Oman, aiming to further reduce costs by integrating overseas resources [2]

Core Insights - The company reported a total revenue of 5.904 billion yuan and a net profit attributable to shareholders of 402 million yuan for Q3 2025 [1] - The operating cash flow showed a net outflow of 1.096 billion yuan, ranking 86th among peers, with a decrease of 910 million yuan compared to the same period last year [1] Financial Performance - The latest debt-to-asset ratio is 60.16%, ranking 49th among peers, with an increase of 3.25 percentage points from the previous quarter and 5.38 percentage points from the same period last year [3] - The gross profit margin is 18.48%, which is a decrease of 2.83 percentage points from the previous quarter and a decrease of 0.93 percentage points year-on-year [3] - The return on equity (ROE) stands at 8.19% [3] - The diluted earnings per share (EPS) is 0.19 yuan, down by 0.08 yuan compared to the same period last year, representing a year-on-year decline of 28.85% [3] Operational Efficiency - The total asset turnover ratio is 0.46 times [4] - The inventory turnover ratio is 1.66 times, ranking 66th among peers [4] Shareholder Structure - The number of shareholders is 79,300, with the top ten shareholders holding 199 million shares, accounting for 29.07% of the total share capital [4] - The largest shareholder is Yu Xin, holding 11.76% of the shares [4]

Core Viewpoint - The article highlights the upcoming 2025 High-Performance Lithium Battery Annual Conference and the Golden Ball Awards, emphasizing the event's significance in recognizing innovation and excellence in the lithium battery industry [2][3]. Event Overview - The 2025 High-Performance Lithium Battery Annual Conference will take place from November 18-20, 2025, at the JW Marriott Hotel in Shenzhen [2]. - The event is organized by GGII and features various sponsors, including HaiMoxing Laser and Da Zhu Lithium Battery [2]. Golden Ball Awards - The Golden Ball Awards, often referred to as the "Oscars of the Lithium Battery Industry," have been held since 2013 and aim to recognize credible products and brands within the industry [2]. - Over 160 companies are participating in the 2025 Golden Ball Awards evaluation, showcasing the industry's growth and competitiveness [2]. Company Highlights - Zhongxin Innovation is a leading global new energy technology company focused on creating a comprehensive energy operation system and providing solutions for various new energy applications [3]. - HaiMoxing Laser, established in 2008 and listed on the STAR Market in 2020, specializes in laser technology applications across multiple sectors, including lithium batteries [5]. - Hunan Zhongke Xingcheng is a national high-tech enterprise dedicated to the research and production of lithium-ion battery anode materials, holding over 100 patents [7]. - Tianci Materials, founded in 2000, has become a leader in lithium-ion battery electrolyte sales globally and is expanding its international presence with subsidiaries in several countries [9][10]. Participation and Recognition - The article lists numerous companies that have participated in the Golden Ball Awards, indicating a robust competitive landscape in the lithium battery sector [13]. - The evaluation process for the awards includes self-nomination and expert review, culminating in the award ceremony on November 20, 2025 [14].

Group 1 - Company Zhongke Electric reported Q3 performance with revenue of approximately 5.904 billion yuan, a year-on-year increase of 52.03% [1] - The net profit attributable to shareholders was about 402 million yuan, reflecting a year-on-year increase of 118.85% [1] - Basic earnings per share reached 0.5861 yuan, marking a year-on-year increase of 120.75% [1] Group 2 - As of the report, Zhongke Electric's market capitalization stood at 18.3 billion yuan [2] - The A-share market has surpassed 4000 points, indicating a significant market resurgence after a decade of stagnation, with technology leading the market [2]