证券代码：300035 证券简称：中科电气 公告编号：2025-044 湖南中科电气股份有限公司 关于公司与子公司间提供担保的进展公告 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。 一、对外担保的审批情况 湖南中科电气股份有限公司（以下简称"公司"、"中科电气"）为更好地实施公 司发展战略，满足公司及下属子公司湖南中科星城石墨有限公司（以下简称"湖南中科 星城"）、贵州中科星城石墨有限公司（以下简称"贵州中科星城"）、贵安新区中科 星城石墨有限公司（以下简称"贵安新区中科星城"）、云南中科星城石墨有限公司（以 下简称"云南中科星城"）、四川中科星城石墨有限公司（以下简称"四川中科星城"） 日常经营和业务发展资金需要，提高融资效率、降低融资成本，在综合分析公司及子公 司的盈利能力、偿债能力和风险控制能力后，于 2024 年 10 月 28 日第六届董事会第九 次会议及 2024 年 11 月 13 日 2024 年第二次临时股东大会审议通过了《关于公司与子公 司间提供担保的议案》，同意公司及上述子公司间提供担保总额不超过 105 亿元，有效 期自公司 2024 ...

证券日报网讯中科电气（300035）8月18日在互动平台回答投资者提问时表示，目前，下游客户对公司 负极材料的需求量较大，产能利用率处于较高水平。 ...

（文章来源：证券日报） 证券日报网讯中科电气8月18日在互动平台回答投资者提问时表示，公司在定期报告中面向所有投资者 统一披露截至报告期末的股东户数，敬请查阅。 ...

Group 1 - A breakthrough method developed by the Korea Institute of Basic Science allows the production of millimeter-sized, mirror-smooth graphite films, with grain sizes approximately 10,000 times larger than traditional artificial graphite [1] - The mechanical testing results show that the Young's modulus of the graphite film reaches 969 gigapascals, with a tensile strength of 1.29 gigapascals, approaching the theoretical limit of single-crystal graphite [1] - The planar thermal conductivity of the new graphite film is as high as 2034 watts per meter per Kelvin, exceeding that of copper, and the electrical conductivity reaches 22500 siemens per centimeter, setting a new performance record for macroscopic artificial graphite [1] Group 2 - In the A-share market, there are fewer than 10 stocks involved in the graphite business, with only three stocks having a rolling price-to-earnings ratio below 30 times as of August 13 [1] - Among the disclosed performance data of related concept stocks, both Dao's Technology and Zhongke Electric reported net profit growth, with Zhongke Electric expected to achieve a net profit of 232 million to 301 million yuan in the first half of 2025, representing a year-on-year growth of 235% to 335% [1] - Dao's Technology reported a net profit of 230 million yuan in the first half of the year, marking a year-on-year increase of 108.16% [1]

中科电气最新一期业绩显示，截至2025一季报，公司营业总收入15.98亿元、同比增长49.92%，归属净 利润1.34亿元，同比增长465.80%，扣非净利润1.26亿元，同比增长285.41%，流动比率1.478、速动比率 0.824、资产负债率55.64%。 天眼查商业履历信息显示，湖南中科电气股份有限公司，成立于2004年，位于岳阳市，是一家以从事电 气机械和器材制造业为主的企业。企业注册资本68542.6671万人民币，实缴资本19535.5753万人民币。 公司法定代表人为余新。 资金流向方面，今日主力资金净流入6539.93万元，占比成交额6.42%。其中，超大单净流入2440.64万 元、占成交额2.4%，大单净流入4099.29万元、占成交额4.02%，中单净流出流入1045.05万元、占成交 额1.03%，小单净流出7584.98万元、占成交额7.45%。 来源：金融界 通过天眼查大数据分析，湖南中科电气股份有限公司共对外投资了6家企业，参与招投标项目514次，知 识产权方面有商标信息29条，专利信息269条，此外企业还拥有行政许可54个。 金融界消息 截至2025年8月13日收盘，中科电气 ...

Investment Rating - The report maintains a "Buy" rating for the industry, indicating a positive outlook for selected companies within the electric power equipment and new energy sector [3]. Core Insights - The photovoltaic sector is experiencing demand front-loading, with supply-side reforms needing close observation. The report emphasizes that significant demand growth is essential for market expansion, but limited absorption capacity and mismatched demand in overseas markets complicate the situation. Policy intervention is deemed crucial for the industry's recovery [1][13]. - In the energy storage segment, demand remains robust, but market dynamics are shifting. The report expresses optimism about large-scale storage despite concerns that it may follow the path of photovoltaics. The focus is on high-quality products and integrated service solutions, with expectations for profit margins to stabilize around 20-25% [2][7]. - The lithium battery sector faces challenges due to weak pricing power in the materials segment, driven by supply-demand imbalances. The report notes that the industry's effective capacity utilization is projected to hover around 60-65%, with leading battery manufacturers exerting significant influence over pricing and production cycles [6][12]. Summary by Sections Photovoltaics - Demand has been front-loaded, leading to a significant increase in installations, with 212.21 GW added in the first half of 2025, a 107.1% year-on-year increase. However, the market saw a sharp decline in June, indicating potential overcapacity and absorption issues [13][16]. - The report highlights the need for supply-side reforms and policy support to stabilize the industry, as the current market dynamics are characterized by a mismatch between supply and demand [1][19]. Energy Storage - The report indicates a positive outlook for large-scale energy storage, with expectations for profit margins to stabilize at 20-25%. The competitive landscape is evolving, with a focus on high-quality integrated solutions [2][7]. - The report also notes that the distributed energy storage market is entering a new phase, with competition intensifying and previous easy profits becoming harder to achieve [5][12]. Lithium Batteries - The lithium battery sector is experiencing a lack of pricing power in the materials segment, with effective capacity utilization projected at 60-65%. The report suggests that leading manufacturers are likely to dominate pricing and production cycles, impacting smaller players [6][12]. - The report emphasizes the need for material suppliers to adapt through cost reduction and technological advancements to remain competitive in a challenging market [6][12]. Investment Recommendations - The report suggests that the electric new energy sector is in a phase of "repeated games," with expectations for growth and recovery being tempered by market realities. The priority for sector recovery is seen as energy storage, followed by power batteries and photovoltaics [7][8]. - Selected companies such as Tongwei Co., Longi Green Energy, and Aiko Solar are highlighted as potential investment opportunities due to their competitive advantages in management, cost, and technology [8].

中科电气公告，皮涛2025年7月22日至2025年8月4日集中竞价减持348.24万股，减持均价17.09元/股，占 公司总股本0.5081%；张斌2025年6月26日至2025年7月24日集中竞价减持87.5万股，减持均价16.84元/ 股，占0.1277%；肖劲2025年7月3日集中竞价减持6000股，减持均价17.11元/股，占0.0009%。减持计划 实施完成。 ...

证券代码：300035 证券简称：中科电气 公告编号：2025-043 湖南中科电气股份有限公司 关于部分董事、高级管理人员股份减持计划实施完成的公告 公司董事、总经理皮涛先生，董事、副总经理、董事会秘书张斌先生，独立董事肖 劲先生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。 湖南中科电气股份有限公司（以下简称"公司"）于2025年5月12日披露了《关于部 分董事、高级管理人员股份减持计划的预披露公告》（公告编号：2025-029），公司董 事、总经理皮涛先生计划自预披露公告披露之日起十五个交易日后三个月内以集中竞价 交易及大宗交易方式合计减持公司股份不超过3,482,485股（占公司总股本比例 0.5081%）；董事、副总经理、董事会秘书张斌先生计划自预披露公告披露之日起十五个 交易日后三个月内以集中竞价交易及大宗交易方式合计减持公司股份不超过875,000股 （占公司总股本比例0.1277%）；独立董事肖劲先生计划自预披露公告披露之日起十五 个交易日后三个月内以集中竞价交易方式合计减持公司股份不超过6 ...

Industry Overview - The performance of the Shenwan Electric New Energy sector decreased by 2.62%, ranking 24th among 31 industries, while the Shenwan Public Utilities sector fell by 1.84%, ranking 13th [1][2] - During the same period, the CSI 300 index declined by 1.75%, and the Wind Information All A index dropped by 1.09% [2] Key Developments - The Ministry of Industry and Information Technology (MIIT) has initiated energy-saving inspections for 41 polysilicon companies to promote energy conservation and green development in the polysilicon industry [2] - Abu Dhabi Future Energy Company (Masdar) and Spanish company Iberdrola have partnered to invest in the UK's largest offshore wind project with a capacity of 1.4 GW, setting a new reference for international cooperation in renewable energy [2] Company Insights - CATL (Contemporary Amperex Technology Co., Limited) anticipates small-scale production of solid-state batteries by 2027, with larger-scale production expected around 2030 [3] - Guangdong Province has decided to raise the capacity price for coal and gas power plants, with coal power capacity price set at 165 yuan per kilowatt per year starting January 1, 2026 [3] Investment Recommendations - The report maintains a "recommended" rating for the electric new energy and public utility sectors, suggesting to focus on leading photovoltaic companies such as Aiko Solar, Longi Green Energy, and Tongwei Co., Ltd. [4] - In the wind power sector, it is advised to pay attention to component manufacturers like Jinlei Co., Ltd. and Dayun Heavy Industry [5] - For lithium battery investments, companies in the iron-lithium and anode segments such as Hunan Youneng and Shanghai Xiba are highlighted [5]

天眼查商业履历信息显示，湖南中科电气股份有限公司，成立于2004年，位于岳阳市，是一家以从事电 气机械和器材制造业为主的企业。企业注册资本68542.6671万人民币，实缴资本19535.5753万人民币。 公司法定代表人为余新。 通过天眼查大数据分析，湖南中科电气股份有限公司共对外投资了6家企业，参与招投标项目509次，知 识产权方面有商标信息29条，专利信息269条，此外企业还拥有行政许可54个。 来源：金融界 金融界消息 截至2025年8月5日收盘，中科电气（300035）报收于16.87元，上涨2.74%，换手率6.36%， 成交量37.11万手，成交金额6.25亿元。 资金流向方面，今日主力资金净流入3513.41万元，占比成交额5.62%。其中，超大单净流入669.43万 元、占成交额1.07%，大单净流入2843.98万元、占成交额4.55%，中单净流出流出3272.70万元、占成交 额5.24%，小单净流出240.71万元、占成交额0.39%。 中科电气最新一期业绩显示，截至2025一季报，公司营业总收入15.98亿元、同比增长49.92%，归属净 利润1.34亿元，同比增长465.80%，扣 ...