Core Viewpoint - The company anticipates significant production volume for silicon-carbon anode material equipment in the coming year, driven by increasing orders and demand from major battery manufacturers [1] Group 1: Company Insights - The manufacturing cycle for silicon-carbon anode material equipment is approximately 3 to 4 months, with an additional 2 months required for installation and debugging [1] - The company currently has monthly orders for pre-plated nickel materials of around 2,000 tons, primarily supplying a major international battery manufacturer [1] - By 2026, the international battery manufacturer plans to significantly increase its procurement volume, and a leading domestic battery manufacturer is also expected to purchase pre-plated nickel materials from the company, indicating potential breakthroughs [1]

Core Viewpoint - The company is actively engaging with investors and showcasing its recent operational performance, product development, and market prospects through an online meeting with various securities firms and investment institutions [1]. Business Segment Performance - The home appliance electric heating components business is maintaining stable operations through product and sales structure adjustments, with a focus on expanding foreign trade clients like Samsung and LG to enhance profit margins [2]. - The new energy vehicle components business is experiencing rapid growth with saturated orders and ongoing construction of new production lines, while also diversifying into smart cockpit products to increase vehicle value [2]. - The new energy equipment business has shown significant transformation, with the commercial application of a 6kV molten salt energy storage electric heater, achieving nearly 100 million yuan in orders in the first half of the year and maintaining a leading market share [2]. Robotics Business - The company is preparing for mass production of flexible fabric pressure sensing products and is exploring other technological avenues for future development [3]. Silicon-Carbon Anode Material Equipment Outlook - The company has developed silicon-carbon anode material equipment that addresses industry challenges related to product consistency and large-scale production, offering significant cost advantages compared to mainstream market equipment [4]. - The market potential for silicon-carbon anode material equipment could reach 25 billion yuan by 2030, with the company poised to capture market share due to its first-mover advantage [4]. - Contracts for equipment development have been signed with leading enterprises, with expectations for delivery in the fourth quarter and large-scale market introduction next year [4]. Molten Salt Energy Storage and Pre-Plated Nickel Business Outlook - The 6kV high-temperature and high-pressure molten salt energy storage electric heater has been commercially applied, with leading technology and nearly 100 million yuan in contracts signed in the first half of the year, anticipating rapid order growth due to supportive national policies [5]. - The company is currently supplying approximately 2,000 tons of pre-plated nickel materials monthly to a renowned international battery enterprise, with plans for significant procurement increases by 2026 [5]. - The company aims to deepen technological research and market expansion across existing business segments, particularly in new energy and robotics [5].

镇江东方电热科技股份有限公司 证券代码：300217 证券简称：东方电热 机器人业务：已准备量产柔性织物压力传感产品，并积极探索其它方向，进行技术储备。 二、公司电池项目负责人杨洋介绍设备开发及市场前景 1、设备开发情况：公司自主开发的硅碳负极材料设备，解决了困扰行业多年的产品一致 性和大规模量产难题，对比市场现有主流设备有较大降本优势，具有较高的技术和资质壁垒。 2、市场前景：根据市场公开信息，到 2030 年，石墨负极产能需求有望达 500 万吨，若硅 碳负极材料渗透率达 10%，对应 50 万吨产能，硅碳负极材料设备市场空间可达 250 亿元，公 司有望凭借先发优势抢占市场。 三、互动交流 问题一、硅碳负极材料设备明年订单如何？ 镇江东方电热科技股份有限公司投资者关系活动记录表 编号：2025-005 | 投资者 | □特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 □业绩说明会 | | 关系活 | □新闻发布会 □路演活动 | | 动类别 | □现场参观 其他线上交流 ☑ | | 参与单 | 申万宏源证券、国泰海通证券、华泰证券、浙商证券等 25 家券商及投行；摩根基 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 430718 | 合肥高科 | 20.56 | 10.18% | 4.74万 | | 9378.12万 | | 002676 | 顺威股份 | 10.98 | 10.02% | 35.97万 | | - 3.74亿 | | 300217 | 东方电热 | 5.74 | 9.54% | 158.98万 | | 8.80亿 | | 001268 | 联合精密 | 35.50 | 6.26% | 2.60万 | | 8957.30万 | | 300403 | 汉宇集团 | 16.00 | 4.37% | 41.06万 | | 6.50亿 | | 603112 | 未翔服務 | 18.06 | 4.27% | 18.57万 | | 3.33亿 | | 603075 | 热威股份 | 25.18 | 4.05% | 2.58万 | | 6411.75万 | | 301252 | 同星科技 | 27.78 | 3.35% | 2.89万 | | ...

Group 1: Industry Overview - The non-ferrous metal sector is experiencing significant activity, with various companies in the resource layout and high-end powder materials, as well as battery materials, seeing stock price increases [1] - Companies are focusing on the development of nickel resources and high-performance materials to capitalize on the growing demand in the battery sector [2] Group 2: Company Highlights - Boqian New Materials (605376.SS) achieved a 10.00% increase in stock price, reaching 48.72 yuan, and is recognized as a leading producer of high-end metal powder materials, particularly nickel powder for MLCC production [1] - Dao Technology (300409.SZ) saw an 8.84% rise in stock price to 24.02 yuan, expanding its overseas nickel resource layout and developing a high-nickel project in Indonesia with a planned annual output of 20,000 tons [1] - Changsheng Technology (300073.SZ) increased by 8.37% to 52.30 yuan, partnering with Zhongwei Co. to develop nickel resources in Indonesia, aiming for an initial production line of 60,000 tons of nickel products [2] - Dongfang Electric Heating (300217.SZ) rose 7.06% to 5.61 yuan, successfully entering the lithium battery material sector with a project producing 20,000 tons of pre-plated nickel [2] - Hanrui Cobalt (300618.SZ) increased by 6.61% to 46.30 yuan, establishing a joint venture in Indonesia to expand its presence in the new energy metal sector [2] - Xingye Silver Tin (000426.SZ) saw a 6.04% increase to 23.35 yuan, with significant nickel resource reserves of 32.84 million tons, providing a solid foundation for future expansion in the nickel industry [3]

东方电热（300217.SZ）9月5日在投资者互动平台表示，电池方面，公司已与行业头部硅碳负极生产企 业签订了设备开发合同，预计2025年四季度实现订单交付；机器人方面，已与头部企业开展业务合作洽 谈并送样。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问贵公司东方电热现在固态电池相关业务的订单是 否饱满，具体有哪些头部客户？机器人电子皮肤有哪些头部客户？ ...

东方电热在互动平台表示，电池方面，公司已与行业头部硅碳负极生产企业签订了设备开发合同，预计 2025年四季度实现订单交付；机器人方面，已与头部企业开展业务合作洽谈并送样。 ...

Group 1 - The company, Dongfang Electric Heating, announced on September 4 that its flexible fabric pressure sensor products are ready for mass production [2] - The company is in discussions for business cooperation related to robotics with leading enterprises [2]

Group 1 - The core viewpoint of the article is that Dongfang Electric Heating (300217.SZ) is preparing for mass production of its flexible fabric pressure sensing products and is in discussions for business cooperation related to robotics with leading companies [1] Group 2 - Dongfang Electric Heating's flexible fabric pressure sensing products are ready for mass production [1] - The company is engaging in business cooperation discussions related to robotics with top enterprises [1]

Core Viewpoint - Dongfang Electric Heating (300217.SZ) is currently experiencing full production of pre-plated nickel materials, producing approximately 2,000 tons per month, while actively seeking new customers [1] Group 1: Production and Capacity - The company is producing around 2,000 tons of pre-plated nickel materials each month, indicating strong production capacity [1] Group 2: Equipment and Partnerships - The company has signed a development contract with a leading silicon-carbon anode manufacturer to jointly explore the lithium battery and solid-state battery markets [1] - The equipment related to this partnership is expected to be delivered in the fourth quarter of this year [1]