智通财经APP讯，斯莱克(300382.SZ)公告，公司与肥东县人民政府签订了《新能源精密结构件项目投资 合作协议》，项目总投资2.3亿元，建设新能源电池壳生产线、极柱生产线等，项目实施主体为公司在 肥东县的项目公司。项目规划面积约33,361㎡，该面积为自有厂房面积，建设内容包括新能源电池壳生 产线、极柱生产线等。 ...

斯莱克(300382.SZ)公告称，公司与肥东县人民政府签订了《新能源精密结构件项目投资合作协议》， 项目总投资2.3亿元，建设新能源电池壳生产线、极柱生产线等。项目实施主体为公司在肥东县的项目 公司。本次投资事项无需提交公司董事会、股东会审议，不构成关联交易，亦不构成重大资产重组。项 目旨在完善公司新能源电池壳业务产能布局，预计对公司2025年度业绩不构成重大影响。 ...

证券代码：300382 证券简称：斯莱克 公告编号：2025-082 苏州斯莱克精密设备股份有限公司 关于对外投资及全资子公司为子公司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。 一、对外投资概述 2019 年 11 月 14 日，苏州斯莱克精密设备股份有限公司（以下简称"公司"） 与合肥肥东经济开发区管委会、合肥力翔电池科技有限责任公司（以下简称"合 肥力翔"）签订《战略合作协议书》，通过共同出资设立的安徽斯翔电池科技有 限公司（以下简称"安徽斯翔"、"标的公司"、"斯翔电池"），在肥东经济 开发区投资铝制圆柱电池壳项目。标的公司注册资本为 1 亿元，公司全资子公司 苏州先莱新能源汽车零部件有限公司（以下简称"苏州先莱"）持有其 51%的股 权比例，合肥力翔控股子公司安徽力翔电池科技有限公司（以下简称"安徽力翔"） 持有其 49%的股权比例。具体内容详见公司在巨潮资讯网披露的《关于签署战略 合作协议书的公告》（公告编号：2019-098）。 2020 年 4 月 2 日，肥东经济开发区管委会的指定机构肥东战新产业投资发 展基金合伙企业（ ...

苏州斯莱克精密设备股份有限公司 证券代码：300382 证券简称：斯莱克 公告编号：2025-083 关于与肥东县人民政府签订 《新能源精密结构件项目投资合作协议》 的自愿性披露公告 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。 一、对外投资概述 为进一步完善苏州斯莱克精密设备股份有限公司（以下简称"公司"）新能源电 池壳业务产能布局，公司与肥东县人民政府签订了《新能源精密结构件项目投资合作 协议》（以下简称"《投资合作协议》"），项目总投资2.3亿元人民币，建设新能源 电池壳生产线、极柱生产线等，项目实施主体为公司在肥东县的项目公司。 根据《深圳证券交易所创业板股票上市规则》等法律法规、规范性文件及《公司 章程》等相关规定，本次投资事项无需提交公司董事会、股东会审议。本次交易不构 成关联交易，亦不构成《上市公司重大资产重组管理办法》规定的重大资产重组。 二、合作方的基本情况 1.1 项目名称：安徽斯翔新能源精密结构件项目。 1.2 项目投资规模：项目总投资2.3亿元，其中新增固定资产投资7,000万元。 合作方名称：肥东县人民政府 统一社会信用代码：113 ...

证券之星消息，9月12日专用设备板块较上一交易日下跌0.19%，斯莱克领跌。当日上证指数报收于 3883.69，上涨0.22%。深证成指报收于12996.38，上涨0.13%。专用设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600169 | 太原車丁 | 2.62 | 10.08% | 149.10万 | | 3.81亿 | | 002021 | 中捷资源 | 3.01 | 9.85% | 119.76万 | | 3.48亿 | | 603855 | 华荣股份 | 21.50 | 6.12% | 18.55万 | | 3.94亿 | | 603698 | 航天工程 | 19.70 | 5.46% | 28.17万 | | 5.54亿 | | 301013 | 利和兴 | 20.51 | 5.23% | 21.06万 | | 4.28亿 | | 001332 | 锡装股份 | 49.58 | 4.38% | 6.06万 | | 2.99亿 | | 30 ...

Group 1 - The stock of Sileck fell by 5.18% to 16.48 CNY per share, with a trading volume of 377 million CNY and a turnover rate of 3.44%, resulting in a total market capitalization of 10.686 billion CNY [1] - Sileck Precision Equipment Co., Ltd. specializes in the research, design, production, and assembly of equipment for metal packaging products, including high-speed easy-open lids and cans, with its main business revenue composition being 67.48% from battery shell business, 11.43% from high-speed production equipment for easy-open lids, and 7.59% from high-speed production equipment for cans [1] Group 2 - Xinyuan Fund holds a significant position in Sileck, with its Xinyuan Growth-Driven Stock Initiation A Fund (017726) owning 31,400 shares, accounting for 4.76% of the fund's net value, making it the fourth-largest holding [2] - The Xinyuan Growth-Driven Stock Initiation A Fund was established on April 27, 2023, with a latest scale of 8.6559 million CNY, achieving a year-to-date return of 24.64% and a one-year return of 53.02% [2]

Core Insights - Sileck Robotics has made breakthroughs in the research and development of core components, continuously improving its business layout [1] - The company has a research team with over 20 years of experience in ultra-thin metal processing, utilizing unique raw materials and cold stamping processes to enhance material utilization and simplify manufacturing [1] - A wholly-owned subsidiary, Sileck Robotics, was established on February 11, 2025, to focus on the R&D of precision components for humanoid robot joint drives [1] Market Potential - It is estimated that by 2030, the demand for humanoid robots in the manufacturing and home service industries in China and the U.S. will reach approximately 2.1 million units, representing a market space of about 314.6 billion RMB [1] - Harmonic reducers are critical components for humanoid robots, and with the mass production of robots, demand is expected to surge, creating a new growth curve for the company's production line of harmonic reducer components [1] Technological Advancements - The company aims to leverage its expertise in ultra-precision metal processing and ultra-thin metal forming to develop precision components for humanoid robot joint drives, offering customers a new low-cost, high-quality technological solution [1] - Plans are in place to invest in a production line for key components of harmonic reducers in OKL, providing low-cost components such as flexible wheels and rigid wheels to serve the global market [1] Investment Rating - The company maintains a "Buy" rating based on its growth potential and advancements in technology [1]

Core Viewpoint - Suzhou Sileck Precision Equipment Co., Ltd. reported a total revenue of 920.41 million yuan for the first half of 2025, a year-on-year increase of 37.62%, but a net profit attributable to shareholders of the listed company of -20.27 million yuan, a year-on-year decrease of 214.98% due to increased costs from asset investment and revenue growth despite strong performance in the battery shell business [1][2]. Group 1: Financial Performance - The total revenue for the first half of 2025 was 920.41 million yuan, reflecting a 37.62% increase year-on-year [1]. - The net profit attributable to shareholders was -20.27 million yuan, marking a 214.98% decrease year-on-year [1]. - The battery shell business generated revenue of 621.13 million yuan, a 53.99% increase year-on-year, with improving gross margins [1][2]. Group 2: Business Development - The battery shell business is expanding due to technological advantages, maintaining double-digit revenue growth [2]. - Collaborations with major clients like CATL and new partnerships, including a memorandum of understanding with Dongwon Systems, aim to establish a joint venture for battery shell operations in the U.S. and Europe [2][3]. - The traditional can/cap industry is recovering, with new product developments such as disposable aluminum cups and a strategic cooperation agreement with Aorikin, projected to involve 500 million yuan over five years [2][3]. Group 3: Future Outlook - The company expects improved gross margins for the battery shell business in the second half of the year, supported by existing contracts [3]. - The company has made significant advancements in the development of harmonic reducer flexible wheels, enhancing its capabilities in ultra-precision metal processing [2][3]. - The partnership with Dongwon Systems will focus on battery shell operations in North America and Europe, utilizing DWI and DRD technologies for production [3].

Financial Performance - In the first half of 2025, the company achieved total revenue of 920.41 million yuan, an increase of 37.62% compared to the same period last year [2] - The net profit attributable to shareholders was -20.27 million yuan, a decrease of 214.98% year-on-year [2] - The battery shell business generated revenue of 621.13 million yuan, a year-on-year growth of 53.99% [2] Business Development - The company is expanding its market share through technological advantages, maintaining double-digit growth in the battery shell business [3] - Collaborations with major clients such as CATL, Yiwei Lithium Energy, and Ganfeng Lithium are ongoing, with a new partnership established with Yantai Lihua Power Technology [3] - A memorandum of understanding was signed with Dongwon Systems Corporation to form a joint venture for battery shell business in the US and Europe [3][7] Product Innovation - The traditional can/cover industry is showing signs of recovery, prompting the development of new products like disposable aluminum cups [4] - A strategic cooperation agreement with Aorikin was signed, involving an estimated investment of 500 million yuan for new production lines and technology services [4][7] - Significant breakthroughs were made in the research and development of harmonic reducer flexible wheels, enhancing the application of precision metal processing technology [4][6] Future Outlook - The company anticipates improved performance in the second half of 2025, driven by scale effects and better margins in the battery shell business [5] - The traditional can/cover business is expected to perform better in the second half of the year, supported by existing contracts [5] - The joint venture with Dongwon Systems Corporation aims to enhance competitiveness in the overseas battery shell market [7]

Core Viewpoint - Sileck (300382) reported a significant increase in revenue but a substantial decline in net profit for the first half of 2025, indicating challenges in profitability despite revenue growth [1][2]. Financial Performance - Total revenue reached 920 million yuan, a year-on-year increase of 37.62% [1]. - Net profit attributable to shareholders was -20.27 million yuan, a year-on-year decrease of 214.98% [1]. - In Q2, revenue was 388 million yuan, up 19.35% year-on-year, while net profit was -31.85 million yuan, a decline of 1058.47% [1]. Profitability Metrics - Gross margin stood at 15.72%, down 21.36% year-on-year [1]. - Net margin was -4.44%, a decrease of 351.61% year-on-year [1]. - Total selling, administrative, and financial expenses amounted to 159 million yuan, accounting for 17.26% of revenue, a decrease of 13.92% year-on-year [1]. Cash Flow and Equity - Earnings per share were -0.03 yuan, a decrease of 200.0% year-on-year [1]. - Operating cash flow per share was 0.08 yuan, an increase of 68.06% year-on-year [1]. - Book value per share was 3.49 yuan, up 2.11% year-on-year [1]. Historical Performance - The company's historical median Return on Invested Capital (ROIC) over the past decade was 8.27%, with the worst year being 2024 at -2.88% [2]. - The company has reported a loss in one of the ten annual reports since its listing, indicating a need for further investigation into underlying causes [2]. Financial Health Indicators - Cash flow situation is concerning, with cash and cash equivalents to current liabilities at only 38.11% and a negative average operating cash flow to current liabilities ratio of -0.87% over the past three years [2]. - Debt situation is also a concern, with interest-bearing debt ratio at 31.74% and negative average operating cash flow over the past three years [2]. - Financial expenses have been negative in recent years, indicating potential liquidity issues [2]. Investment Interest - The company is held by a prominent fund manager, Yan Siqian from Penghua Fund, who has recently increased holdings, suggesting potential confidence in the company's future performance [2].