证券代码：300340 证券简称：科恒股份 公告编号：2025-077 江门市科恒实业股份有限公司 关于持股 5%以上股东部分股份被变价执行导致权益变动 触及 1%整数倍的公告 持股 5%以上股东万国江保证向本公司提供的信息内容真实、准确和完整，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。 江门市科恒实业股份有限公司（以下简称"公司"）于 2025 年 7 月 14 日披露 了《关于持股 5%以上股东部分股份被司法裁定变价的提示性公告》（公告编号： 2025-075），江苏省海安市人民法院裁定变价万国江先生持有的公司股份为 2,764,700 股，占其个人所持公司股份比例 9.07%，占其及一致行动人合计所持公司股份比例 7.91%，占公司总股本比例 1.00%。 近日，公司收到万国江先生出具的《告知函》，获悉其所持股份于 2025 年 7 月 14 日至 2025 年 7 月 17 日因司法裁定变价被动通过集中竞价减持公司股份合计 2,035,345 股，占公司当前总股本的比例为 0.74%，导致其持有公司股份由 30,497,175 股的减少至 ...

证券代码：300340 证券简称：科恒股份 公告编号：2025-076 江门市科恒实业股份有限公司 一、本次股份解除质押的基本情况 | 股东名称 | 是否为控股 股东或第一 | 本次解除质 押股份数量 | 占其所 持股份 | 占公司 总股本 | 起始 日期 | 解除 日期 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 大股东及其 一致行动人 | （股） | 比例 | 比例 | | | | | 万国江 | 否 | 2,764,700 | 9.07% | 1.00% | 2024-12-26 | 2025-07-11 | 苏兴松 | 二、股东股份累计质押的情况 截至本公告披露日，上述股东所持股份累计质押的情况如下： | | | | | 累计被 | | | 已质押股份情况 | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 持股数量 | 持股 | 累计被质 | 标记数 | 占其所 | 占公司 | 已质押股 | ...

证券代码：300340 证券简称：科恒股份 公告编号：2025-075 2、万国江先生不是公司控股股东、实际控制人，本次司法变价事项不会导致 公司控制权发生变更，不会对公司治理结构及持续经营产生影响。 3、公司将持续关注该事项进展，按照法律法规及时履行信息披露义务。 江门市科恒实业股份有限公司（以下称"公司"）收到公司持股 5%以上股 东万国江先生告知，其近日收到江苏省海安市人民法院送达的《执行裁定书》 【（2025）苏 0685 执 3776 号】。因民间借贷纠纷，万国江先生持有公司 2,764,700 股无限售流通股将被变价执行，并扣划其账户内的所有资金（含红利，账户利息 等），控制其资金账户，裁定书送达后立即生效。现将有关情况公告如下： | | 是否为控股 | 本次变价股 | 占其所 | 占公司 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | 股东或第一 | | | | 是否为限售 | | | | 股东名称 | | 份数量 | 持股份 | 总股本 | | 申请执行人 | 原因 | | | 大股东及其 | | | | 股 | | ...

证券代码：300340 证券简称：科恒股份 公告编号：2025-074 江门市科恒实业股份有限公司 关于全资子公司涉及重大诉讼的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 1、案件所处的诉讼阶段：一审阶段，重庆自由贸易试验区人民法院中止审理。 2、公司所处的当事人地位：公司全资子公司深圳市浩能科技有限公司为原 告。 3、涉案的金额：《租赁物采购合同》项下设备款 28,065,000 元、质保金 8,480,000 元、违约金及诉讼费用。 4、对上市公司损益产生的影响：公司已根据会计准则对本案涉诉金额累计 全额计提各项资产减值准备共计 3,654.50 万元。本案涉及的另案"四川长虹杰创 锂电科技有限公司因案涉设备质量问题起诉深圳市浩能科技有限公司的买卖合 同纠纷案"尚未审结，后续判决结果尚存在不确定性，对公司本期利润或期后利 润的影响存在不确定性，最终影响以法院判决或执行结果为准。 江门市科恒实业股份有限公司（以下简称"公司"）全资子公司深圳市浩能 科技有限公司（以下简称"浩能科技"）于近日收到重庆自由贸易试验区人民法 院作出的《民事 ...

证券代码：300340 证券简称：科恒股份 公告编号：2025-073 三、其他说明 公司将持续密切关注股东万国江先生持有本公司的股份变化情况，并严格按 照相关法律法规及时履行信息披露义务。公司指定信息披露媒体为《证券时报》 《 中 国 证 券 报 》 《 证 券 日 报 》 《 上 海 证 券 报 》 和 巨 潮 资 讯 网 一、本次股份解除司法冻结的基本情况 股东名称 是否为控股 股东或第一 大股东及其 一致行动人 本次解除冻 结股份数量 （股） 占其所 持股份 比例 占公司 总股本 比例 冻结起始 日期 冻结解除 日期 解除冻结 申请人 万国江 否 7,460,000 24.46% 2.70% 2025-06-09 2025-06-25 康和百兴资产管 理有限公司 江门市科恒实业股份有限公司 关于持股5%以上股东股份解除司法冻结的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 江门市科恒实业股份有限公司（以下称"公司"）近日收到公司持股 5%以 上股东万国江先生通知，并通过中国证券登记结算有限责任公司深圳分公司系统 查询，获悉其所持本公司股份中被司 ...

Conference Announcement - The 2025 High-Performance New Energy Materials Industry Conference will be held on July 8-9, 2025, in Chengdu, Sichuan, focusing on new materials, new dynamics, and new ecology [1] Company Developments - Jia Yuan Technology has made commercial progress in solid-state battery copper foil, supplying products to five leading battery companies, which are also applicable in low-altitude economic scenarios like eVTOL testing [2] - Defu Technology has signed supply agreements for lithium battery copper foil products with two major companies in the photovoltaic and consumer battery sectors [3] - Tangshan Hengwang New Energy Materials has commenced trial production of a 200,000-ton lithium iron phosphate project, with a total investment of 5.5 billion yuan, expected to achieve mass production by October 2025 [5] - Zhenhua New Materials has achieved hundred-ton level shipments of solid electrolyte and modified ternary materials for high energy density applications, establishing cooperation with major downstream clients [7] Equipment Collaborations - Keheng Co., Ltd. has signed a strategic cooperation agreement with Beijing Pure Lithium New Energy Technology to build a full-chain strategic partnership involving solid-state lithium-ion battery production equipment and materials [9] Overseas Expansion - EVE Energy plans to invest up to 8.654 billion yuan in a new energy storage battery project in Kedah, Malaysia, to enhance its global strategy and meet rising market demand [11] - Xingyuan Materials has completed the first phase of its ASEAN base in Malaysia, with an annual production capacity of 2 billion square meters for lithium battery separators [13] - CATL has officially commenced construction of its joint venture factory in Indonesia, with an initial capacity of 6.9 GWh, expected to expand to 15 GWh by the end of 2026 [15] - Tesla's first lithium iron phosphate battery factory in North America is nearing completion in Sparks, Nevada, adjacent to its existing Gigafactory [17] - Nandu Power has secured a large order for a 1.4 GWh energy storage system for a major solar project in India, marking one of the largest single energy storage projects in the country [19]

Market Overview - The Shanghai Composite Index closed at 3444.43 points, above the five-day moving average, with a gain of 0.59% [1] - The total trading volume of A-shares reached 1,517.37 billion yuan [1] Stocks Performance - A total of 664 A-shares have surpassed the five-day moving average, indicating positive momentum [1] - Notable stocks with significant deviation rates include: - Morningstar Airlines (15.14%) - Xiangyu Medical (14.86%) - Qifeng Precision (13.27%) [1][2] - Stocks with smaller deviation rates that just crossed the five-day moving average include: - China Duty Free Group - Shanghai Yizhong - Shanjin International [1] Top Stocks by Deviation Rate - The following stocks had the highest deviation rates from the five-day moving average: - Morningstar Airlines: 19.99% increase, 15.14% deviation [2] - Xiangyu Medical: 20.01% increase, 14.86% deviation [2] - Qifeng Precision: 17.25% increase, 13.27% deviation [2] - Other notable stocks include: - Lianjian Optoelectronics: 19.92% increase, 10.74% deviation [2] - Songsheng Co.: 13.73% increase, 10.55% deviation [2]

Core Viewpoint - The solid-state battery concept has gained significant momentum, with the solid-state battery index rising by 11.33% recently, leading to a bullish market for related stocks, despite underlying technological and commercialization challenges [2][4][17]. Market Performance - Since April 9, the solid-state battery index has increased by over 44%, significantly outperforming the broader market's 12.79% gain during the same period [4]. - Notable stock performances include Nord Shares (105.13% increase), Keheng Shares (four consecutive 20% limit-ups), and Jinlongyu (eight limit-ups since May 20) [2][4]. Investment Dynamics - The surge in the solid-state battery sector is largely driven by speculative trading, with significant participation from retail investors and institutional funds [6][7]. - Various well-known trading groups and quantitative funds have been actively involved in the trading of stocks like Jinlongyu and Nord Shares, indicating a strong speculative interest [6][7]. Positive Developments - Recent announcements, such as the release of national standards for electric vehicle batteries and BMW's road testing of solid-state battery vehicles, have fueled market optimism [7][8]. - The establishment of industry standards and successful technological advancements, such as QuantumScape's improved production efficiency, have further catalyzed investor interest [8][9]. Technological Trends - The solid-state battery industry is focusing on solid electrolytes, with a shift from multiple technological routes to a more concentrated approach, particularly towards sulfide-based electrolytes [11][12]. - Major companies, including CATL, BYD, and QuantumScape, are investing heavily in research and development of solid-state battery technologies [12][16]. Production and Commercialization Challenges - Despite the positive market sentiment, significant gaps remain between laboratory advancements and commercial production, with ongoing concerns about technology and cost [3][17]. - Many companies in the sector report minimal revenue from solid-state battery initiatives, indicating that commercial viability is still a work in progress [17]. Future Outlook - Analysts predict that small-scale production of solid-state batteries may begin around 2027, with potential applications expanding in various sectors by 2030 [16][19]. - The industry faces challenges in balancing performance metrics such as energy density, safety, and cost, with ongoing research into hybrid approaches to solid-state battery technology [19].

Core Viewpoint - The company, Keheng Co., Ltd. (科恒股份), has signed a strategic cooperation agreement with Beijing Pure Lithium New Energy Technology, focusing on a comprehensive collaboration across the entire supply chain for solid-state lithium-ion battery production and related materials [1] Group 1 - The strategic cooperation will encompass the production equipment for all-solid-state lithium-ion batteries, cathode materials, and promotion in the energy storage market [1] - The partnership aims to establish a full-chain strategic relationship involving materials, equipment, research and development, and production lines [1]

证券代码：300340 证券简称：科恒股份 公告编号：2025-072 签署《战略合作协议》的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 特别提示： 1、江门市科恒实业股份有限公司与北京纯锂新能源科技有限公司签订的《战略 合作协议》（以下简称"本协议"）属于双方合作意愿和基本原则的框架性、意向 性、初步的约定，尚存在不确定性。本协议所涉及的具体合作事项需另行签订相关 正式合作协议，敬请广大投资者注意投资风险。 2、本协议的签署对公司本年度及未来各会计年度财务状况的具体影响存在不 确定性。 江门市科恒实业股份有限公司 关于公司与北京纯锂新能源科技有限公司 3、本次签署的协议不构成关联交易，不属于《上市公司重大资产重组管理办法》 规定的重大资产重组。 一、协议签署情况 江门市科恒实业股份有限公司（以下简称"公司"）与北京纯锂新能源科技有 限公司于近日签署了《战略合作协议》，约定双方围绕"材料-装备-研发-产线"构 建全链条战略合作关系，尤其是在全固态锂离子电池生产设备(含定制化设备)、全 固态锂离子电池正极材料、全固态电池储能市场推广等多场景战略合作。本 ...