Group 1 - The company is actively engaged in research related to new energy materials, specifically in the field of solid-state batteries [2] - The company has developed silicon-carbon anodes and lithium metal anodes, with a focus on solid-state battery applications [2] - A pilot production line for silicon-carbon anode materials has been completed, and products have passed evaluations from multiple clients, preparing for mass production [2]

Core Viewpoint - The company, Zhongke Electric (300035.SZ), is involved in the research, manufacturing, sales, and service of lithium battery specialized equipment, but it does not engage in solid-state battery manufacturing [1] Group 1: Business Overview - The magnetic electric equipment business of the company includes the development and production of lithium battery specialized equipment [1] - Key products in the lithium battery specialized equipment segment include automated electrical control devices, demagnetization equipment for lithium battery materials, vertical high-temperature reaction kettles, and next-generation fully automated intelligent graphitization furnaces [1]

Core Viewpoint - The company is primarily focused on graphite-based anode materials for lithium-ion batteries, while also developing silicon-carbon and lithium metal anodes, with the silicon-carbon anode materials having completed pilot production lines and passed evaluations from multiple clients, preparing for mass production [1] Group 1 - The company currently relies on graphite-based anode materials for lithium-ion batteries [1] - Development and product layout are underway for silicon-carbon and lithium metal anodes [1] - The pilot production line for silicon-carbon anode materials has been completed, and products have passed evaluations from several clients [1] - The company is preparing to enter the mass production phase for silicon-carbon anode materials [1]

格隆汇10月13日丨中科电气(300035.SZ)在投资者互动平台表示，公司磁电装备业务涉及锂电专用设备 的研发、制造、销售及服务，锂电专用设备产品主要包括锂电自动化电气控制设备、锂电材料除磁装 备、立式高温反应釜、新一代全自动智能型石墨化炉等，暂不涉及固态电池制造。 ...

格隆汇10月13日丨中科电气(300035.SZ)在投资者互动平台表示，目前，公司锂离子电池负极材料仍以 石墨类负极材料为主，在硅碳负极和锂金属负极等方面均有开发和产品布局，其中硅碳负极材料目前已 建设完成中试产线，且有产品在多家客户测评通过，准备进入量产导入阶段。 ...

格隆汇10月10日丨中科电气(300035.SZ)在互动平台表示，公司主营业务包括锂电负极业务和磁电装备 业务，暂不涉及单壁碳纳米管相关业务。 ...

Group 1 - The solid-state battery industry is experiencing positive growth, with over 80% of listed companies showing revenue growth in the first half of 2025 compared to the same period in 2024 [2][3] - The fastest revenue growth in the lithium battery anode sector was recorded by Shangtai Technology, with a year-on-year increase of 61.83% in the first half of 2025 [2] - The overall trend for net profit in the lithium battery anode industry is positive, with 80% of listed companies reporting an increase in net profit compared to the first half of 2024 [3] Group 2 - The shipment volume data for the first half of 2025 shows a general positive growth trend, with a 120% increase in shipment volume for Suotong Development [4] - Approximately 50% of listed companies reported a shipment volume growth rate of over 20% in the first half of 2025 [4] - The shipment volume for Beiterui reached 26 million units in the first half of 2025, reflecting a year-on-year growth of 32.83% [5] Group 3 - Beiterui achieved a revenue of 7.838 billion yuan in the first half of 2025, representing an 11.36% year-on-year increase, while net profit decreased by 2.88% to 479 million yuan [8][9] - The gross margin for Beiterui increased by 1.34 percentage points, and the net margin increased by 0.41 percentage points compared to the first half of 2024 [9][10] - The company has a production capacity of 57.5 million tons per year for anode materials and 7.3 million tons per year for cathode materials [8] Group 4 - Shanshan Co., Ltd. reported a revenue of 9.858 billion yuan in the first half of 2025, with a net profit of 207 million yuan, marking a significant year-on-year increase of 1059.59% [14] - The gross margin and net margin for Shanshan Co., Ltd. improved compared to the first half of 2024, with gross margin increasing by 1.78 percentage points [14][15] - The company has established long-term stable partnerships with major battery manufacturers such as CATL and BYD [15] Group 5 - The overall revenue for the lithium battery anode sector in the first half of 2025 was 36.13 billion yuan, reflecting a 59.60% increase year-on-year, with net profit reaching 2.72 billion yuan, a 293.13% increase [22] - The gross margin and net margin for Zhongke Electric improved significantly, with gross margin increasing by 2.71 percentage points [22][23] - The company has established stable partnerships with major clients including CATL and BYD [23] Group 6 - Shangtai Technology reported a revenue of 3.388 billion yuan in the first half of 2025, a 61.83% increase year-on-year, with net profit reaching 479 million yuan, a 34.37% increase [27] - The company has entered the supply chain of major battery manufacturers such as CATL and BYD, enhancing its market presence [29] - The company has successfully completed the construction of its North Su Phase II project, significantly increasing its production capacity [24][26] Group 7 - Yicheng Energy achieved a revenue of 2.069 billion yuan in the first half of 2025, a 9.71% increase year-on-year, while net profit improved to -170 million yuan, a reduction in losses by 61.65% [38][39] - The company has established a production base for anode materials, enhancing its operational efficiency [36] - The gross margin for Yicheng Energy increased by 1.54 percentage points compared to the first half of 2024 [38] Group 8 - Suotong Development reported a revenue of 8.306 billion yuan in the first half of 2025, a 28.28% increase year-on-year, with net profit soaring by 1568.52% to 523 million yuan [43] - The company has seen significant improvements in both gross margin and net margin, with gross margin increasing by 6.98 percentage points [43][42] - The company’s anode product output reached 4.29 million tons, reflecting an 84.91% increase year-on-year [42] Group 9 - The overall market for lithium battery anode materials is characterized by high growth rates, with a concentration of major players dominating the market [49] - The global market concentration for lithium battery anode materials is over 60%, with Chinese companies maintaining a high market share [49] - The industry is witnessing a trend of strong players becoming stronger, with significant barriers to entry for new competitors [35]

Group 1 - The company announced that it and its subsidiaries have no overdue external guarantees [2] - There are no guarantees provided for shareholders, actual controllers, or their related parties [2]

证券代码：300035 证券简称：中科电气 公告编号：2025-054 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。 1 提供连带责任保证，所担保的债权最高余额为人民币 16,000 万元。 保证范围：主债权本金、利息、复利、罚息、违约金、损害赔偿金、汇率损失（因 汇率变动引起的相关损失）以及实现债权的费用（包括但不限于诉讼费、律师费等）。 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"）、中科星城（香港）控股有限公司（以下简称"中科星城（香 港）"）、中科星城苏哈尔新材料科技（自贸区）有限责任公司（以下简称"中科星城 苏哈尔"）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 ...

Group 1 - The company has indicated that its revenue share from lithium battery energy storage business is showing an upward trend compared to the same period last year [2] - The company's lithium negative electrode business is expected to see an increase in the shipment proportion of energy storage negative material products by the first half of 2025 [2] - The interaction with investors highlights the company's focus on expanding its presence in the lithium battery sector [2]