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]

湖南中科电气股份有限公司 2025 年第三季度报告 湖南中科电气股份有限公司 2025 年第三季度报告 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。 重要内容提示： 1.董事会及董事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、误导性陈述或重大遗漏，并承担 个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息的真实、准确、 完整。 3.第三季度财务会计报告是否经过审计 □是 否 证券代码：300035 证券简称：中科电气 公告编号：2025-056 1 湖南中科电气股份有限公司 2025 年第三季度报告 一、主要财务数据 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 否 | | 本报告期 | 本报告期比上年同期 | 年初至报告期末 | 年初至报告期 末比上年同期 | | --- | --- | --- | --- | --- | | | | 增减 | | | | | | | | 增减 | | 营业收入（元） | 2,291,305,236.22 ...

Core Insights - Zhongke Electric has seen a stock price increase of 5.08% on October 29, reaching 26.68 CNY per share, with a trading volume of 1.663 billion CNY and a turnover rate of 11.01%, resulting in a total market capitalization of 18.287 billion CNY. The stock has risen for three consecutive days, with a cumulative increase of 12.54% during this period [1] Company Overview - Hunan Zhongke Electric Co., Ltd. was established on April 6, 2004, and listed on December 25, 2009. The company primarily focuses on the research, development, production, sales, and service of industrial magnetic application technologies and products. The revenue composition is as follows: 92.50% from lithium battery anode materials, 8.53% from electromagnetic equipment, and 2.71% from other sources [1] Shareholder Information - Among the top ten circulating shareholders of Zhongke Electric, one fund from Jiashi Fund holds 4.0354 million shares of Jiashi Intelligent Automotive Stock (002168), unchanged from the previous period, representing 0.69% of the circulating shares. The estimated floating profit today is approximately 5.2056 million CNY, with a total floating profit of 11.4201 million CNY during the three-day increase [2] Fund Manager Profile - The fund manager of Jiashi Intelligent Automotive Stock (002168) is Yao Zhipeng, who has been in the position for 9 years and 185 days. The total asset size of the fund is 20.359 billion CNY, with the best fund return during his tenure being 172.05% and the worst being -10.05% [3]

内容概要：亚太地区作为全球制造业的重要基地，对电磁铁的需求量巨大，特别是在中国，电磁铁市场 发展迅速。一方面，国内企业积极研发新技术、新产品，提升产品竞争力，逐步缩小与国际先进水平的 差距。另一方面，中国电磁铁市场正朝着智能化、自动化、数字化转型，越来越多的电磁铁产品集成了 先进的传感器、执行器及控制系统，实现了远程监测、故障预知等功能，极大地提升了产品的附加值和 市场竞争力。数据显示，中国电磁铁行业市场规模达到109.8亿元，同比上涨10.2%。预计未来随着 5G、物联网、大数据等技术的不断进步，中国电磁铁市场有望实现更加快速的发展。 相关上市企业：中科电气（300035）、宁波韵升（600366）等。 相关企业：上海永册电气有限公司、上海辛睿电气科技有限公司、深圳市博亚电磁科技有限公司、沈阳 宏远电磁线股份有限公司、宁波兴茂电子科技有限公司、安阳凯地磁力科技股份有限公司、苏州耀德科 电磁技术有限公司、山东鲁磁工业科技有限公司、无锡东英电子有限公司等。 关键词：电磁铁行业发展历程、电磁铁行业产业链、电磁铁行业市场规模、电磁铁行业竞争格局、电磁 铁行业发展趋势 一、电磁铁行业相关概述 电磁铁是通电产生电磁的一 ...

10月28日，中科电气大宗交易成交18.15万股，成交额362.82万元，占当日总成交额的0.18%，成交价 19.99元，较市场收盘价25.39元折价21.27%。 | 权益类证券大宗交易(协议交易) | | | | | | | 团 下载 | | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | 2025-10-28 | 300035 | 中科电气 | 19.99 | 18.15 | 362.82 中国银河证券股份 有限公司杭州市心 北路证券营业部 | | 国投证券股份有限 公司浙江分公司 | ...

Core Viewpoint - Zhongke Electric has shown significant stock performance with a year-to-date increase of 69.32%, driven by strong revenue and profit growth in the first half of 2025 [1][2]. Financial Performance - For the first half of 2025, Zhongke Electric achieved a revenue of 3.613 billion yuan, representing a year-on-year growth of 59.60% [2]. - The net profit attributable to shareholders reached 272 million yuan, marking a substantial increase of 293.13% compared to the previous year [2]. Stock Market Activity - As of October 27, Zhongke Electric's stock price was 24.89 yuan per share, with a trading volume of 1.202 billion yuan and a turnover rate of 8.45% [1]. - The company experienced a net outflow of main funds amounting to 63.29 million yuan, with large orders showing a buy-sell ratio of 3.23 billion yuan to 3.43 billion yuan [1]. Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 4.86% to 70,300, while the average circulating shares per person increased by 5.11% to 8,293 shares [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited being the third-largest shareholder, increasing its holdings by 2.697 million shares [3].