Core Viewpoint - Zhongke Electric (300035) forecasts a net profit attributable to shareholders of 455 million to 515 million yuan for the year 2025, representing a year-on-year growth of 50% to 70% [1] Group 1: Financial Performance - The company expects a significant increase in net profit for 2025, with projections between 455 million and 515 million yuan [1] - This anticipated growth reflects a strong performance compared to the previous year, indicating a robust financial outlook [1] Group 2: Production and Market Demand - The production capacity of lithium battery anode materials has increased compared to the previous year [1] - There is a growing demand in the downstream market, particularly for new energy vehicles, especially fast-charging models, and the energy storage market [1] - The sales volume of lithium-ion battery anode materials has seen substantial growth compared to the same period last year [1]

证券代码：300035 证券简称：中科电气 公告编号：2026- 009 湖南中科电气股份有限公司 二、与会计师事务所沟通情况 本次业绩预告相关数据未经会计师事务所审计。公司已就业绩预告有关事项与年审会 计师事务所进行了预沟通，公司与年审会计师事务所在业绩预告方面不存在重大分歧。 三、业绩变动原因说明 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 日至 2025 年 12 月 31 日。 2、业绩预告情况：预计净利润为正值且属于同向上升 50%以上情形 （1）以区间数进行业绩预告的 单位：万元 | 项 目 | 本报告期 | | | | 上年同期 | | --- | --- | --- | --- | --- | --- | | 归属于上市公司 | | 45,453 | ～ | 51,514 | 30,302 | | 股东的净利润 | 比上年同期增长 | 50.00% | ～ | 70.00% | | | 扣除非经常性损 | | 37,985 | ～ | 48,345 | ...

Core Viewpoint - Hunan Zhongke Electric Co., Ltd. has completed the transfer of shares to strategic investor Kaibo (Chengdu) New Energy Equity Investment Fund Partnership, making it a shareholder with over 5% stake in the company [2][3] Group 1: Share Transfer Details - The share transfer involved a total of 34,278,187 unrestricted circulating shares, representing 5.001% of the company's total share capital [2] - The transfer price was set at 23.34 yuan per share, totaling approximately 800.05 million yuan, including tax [2] - The transfer was executed through an agreement, with the registration date confirmed as January 19, 2026 [2] Group 2: Shareholder Changes - Prior to the transfer, major shareholders such as Yu Xin and Li Aiwu saw their holdings decrease significantly, with Yu Xin's stake dropping from 11.761% to 8.821% and Li Aiwu's from 4.433% to 3.324% [3] - After the transfer, Kaibo Chengdu Fund acquired a 5.001% stake, while shareholder Huang Xiongjun's stake was reduced to zero [3] Group 3: Fund Information - Kaibo Chengdu Fund was established on August 5, 2022, with a registered capital of 200 million yuan and a partnership duration until August 4, 2028 [2] - The fund's management is handled by Kaibo (Hubei) Private Fund Management Co., Ltd., and its primary business activities involve investment using its own funds [2]

Group 1 - The company Zhongke Electric announced on January 20 that its controlling shareholders, Yu Xin and Li Aiwu, along with their concerted actors and other shareholders, signed a share transfer agreement with Kaibo Chengdu Fund to transfer a total of approximately 34.28 million unrestricted circulating shares, accounting for 5.001% of the company's total share capital [1] - The share transfer has been confirmed by the China Securities Depository and Clearing Corporation, with the transfer date set for January 19, 2026 [1]

证券代码：300035 证券简称：中科电气 公告编号：2026-008 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 过户完成的公告 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、湖南中科电气股份有限公司（以下简称"公司"、"中科电气"）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、黄雄军通过协议转让方式，向凯博（成都）新能源股权投资基金合伙企业（有限合 伙）（以下简称"凯博成都基金"）合计转让其持有的公司 34,278,187 股无限售条件流 通股股份，占公司总股本的 5.001%。 2、本次协议转让已取得中国证券登记结算有限责任公司出具的《证券过户登记确 认书》，过户日期为 2026 年 1 月 19 日，过户数量合计 34,278,187 股，股份性质为无限 售流通股，本次股份协议转让过户登记手续已办理完毕 ...

Core Viewpoint - The company emphasizes the significance of its Oman and Luzhou projects in meeting the growing demand for lithium battery anode materials, which is crucial for enhancing its global market share and establishing itself as a leading brand in the lithium-ion battery anode materials sector [2] Group 1: Strategic Importance - The projects align with the company's development strategy and long-term planning, serving as an essential part of its capacity layout [2] - The company aims to deepen technological innovation and product upgrades to maintain a competitive edge in product offerings [2] Group 2: Market Expansion - The company plans to explore potential key customers and clients in the energy storage battery sector while expanding its international market presence [2] - Efforts will be made to strengthen customer resource advantages and enhance overall competitiveness in the lithium battery business [2] Group 3: Sustainability and Efficiency - The company is focused on creating green smart factories that are low-emission, low-energy, low-cost, high-efficiency, and high-safety [2] - These measures are intended to improve cost competitiveness and increase the company's market share in the lithium battery sector [2]

Core Viewpoint - The company, Zhongke Electric (300035), has a dual main business focus on "lithium battery anodes + magnetic equipment," highlighting its long-standing expertise in lithium battery anode materials development and production for over twenty years, establishing a strong technological and first-mover advantage in the industry [1] Group 1 - The lithium battery anode business is one of the earliest entrants in the market, indicating a significant competitive edge [1] - The company possesses strong technical advantages and a high level of brand recognition and influence within the industry for its related products [1]

Group 1 - The core viewpoint of the article is that Zhongke Electric (300035) has a strong and long-term cooperative relationship with CATL (300750), which is a major customer for its lithium battery anode business [1] Group 2 - Zhongke Electric confirmed on January 20 that CATL is a key client for its lithium battery anode business [1] - The interaction indicates a positive outlook for the collaboration between Zhongke Electric and CATL [1]

Group 1 - The core viewpoint of the news is that Zhongke Electric has shown significant stock performance and financial growth, with a notable increase in revenue and net profit year-on-year [1][2]. - As of January 19, Zhongke Electric's stock price increased by 8.36% year-to-date, with a market capitalization of 15.813 billion yuan [1]. - The company reported a revenue of 5.904 billion yuan for the first nine months of 2025, representing a year-on-year growth of 52.03%, and a net profit of 402 million yuan, up 118.85% compared to the previous year [2]. Group 2 - Zhongke Electric's main business segments include lithium battery anode materials (92.50% of revenue) and electromagnetic equipment (8.53%) [1]. - The company has distributed a total of 807 million yuan in dividends since its A-share listing, with 383 million yuan distributed in the last three years [3]. - As of September 30, 2025, the number of shareholders increased to 79,300, while the average circulating shares per person decreased by 11.32% to 7,354 shares [2].

Group 1 - The company, Zhongke Electric (300035.SZ), primarily focuses on lithium battery anode business and magnetic electric equipment [1] - The company has not yet ventured into the solid-state transformer market [1]