电池ETF汇添富（159796）标的指数成分股多数回调，格林美跌超5%，先导智能、欣旺达等跌超3%，阳光电源、国轩高科等跌超1%，三花智 控、宁德时代等微跌。 | 序号 | 代码 | 名称 | 申万一级行业 | 涨跌幅 | 估算权重 ▼ | | --- | --- | --- | --- | --- | --- | | 1 | 002050 | 三花智控 | 家用电器 | -0.39% | 8.29% | | 2 | 300274 | 阳光电源 | 电力设备 | -1.32% | 8.19% | | 3 | 300750 | 宁德时代 | 电力设备 | -0.29% | 7.59% | | 4 | 300014 | 亿纬锂能 | 电力设备 | -1.35% | 5.53% | | 5 | 300450 | 先导智能 | 电力设备 | -3.47% | 4.38% | | 6 | 002709 | 天赐材料 | 电力设备 | -1.65% | 3.97% | | 7 | 002340 | 格林美 | 电力设备 | -5.69% | 3.30% | | 8 | 002074 | 科研制 | 电力设备 | -1.1 ...

Core Insights - The company focuses on perovskite core processes and has developed a full range of equipment including coating, film deposition, laser scribing, and cleaning packaging, providing solutions from laboratory to GW-level mass production [1] - The equipment is compatible with various methods such as dry/wet, rigid/flexible, and single/junction layers, with all core modules being self-developed and key performance reaching international first-class levels [1] - The company currently possesses quasi-GW-level equipment supply capabilities, having completed multiple pilot lines and mass production line deliveries, with a recent acceptance of a complete line equipment project by a leading customer at the beginning of this year [1]

（编辑 丛可心） 证券日报网讯 2月2日，先导智能在互动平台回答投资者提问时表示，公司0BB串焊机已实现规模化量 产与头部客户批量交付，主力机型最高产能达11000半片/小时，采用低温无主栅工艺，兼容HJT、 TOPCon等高效电池路线，在低应力、高精度、降本增效、超薄片适配等方面性能领先。 ...

证券日报网讯 2月2日，先导智能在互动平台回答投资者提问时表示，公司已将AI技术深度应用于生产 与研发环节：生产端通过视觉检测、预测性维护及数字孪生技术，提升产线检测效率、稳定性及交付速 度；研发端借助算法优化工艺参数、缩短设备研发周期。 （编辑 丛可心） ...

Group 1 - The core point of the article highlights the performance of the Zhongzheng 500 ETF Tianhong (159820), which experienced a decline of 2.59% to 1.391 yuan at midday, with a trading volume of 6.4037 million yuan [1] - The major holdings of the Zhongzheng 500 ETF Tianhong include stocks such as Yingweike, which fell by 2.51%, and Xinyi Communication, which rose by 1.49%. Other notable movements include Giant Network down 1.43%, and Chifeng Gold down 10.00% [1] - The performance benchmark for the Zhongzheng 500 ETF Tianhong is the Zhongzheng 500 Index return, managed by Tianhong Fund Management Co., Ltd. Since its establishment on August 7, 2020, it has achieved a return of 42.49%, with a monthly return of 12.28% [1]

Core Viewpoint - The report highlights significant target price increases for several listed companies from January 26 to February 1, with notable mentions including Baili Tianheng, Zexing Pharmaceutical, and Great Wall Motors, indicating strong bullish sentiment in the market for these stocks [1][2]. Target Price Increases - Baili Tianheng (688506) has a target price increase of 375.97%, with a highest target price set at 1322.00 yuan [2]. - Zexing Pharmaceutical (688266) shows a target price increase of 88.56%, with a highest target price of 166.16 yuan [2]. - Great Wall Motors (601633) has a target price increase of 83.66%, with a highest target price of 38.00 yuan [2]. - Other companies with notable target price increases include Industrial Fulian (601138) at 73.31% and CATL (300750) at 71.71% [2][3]. Broker Recommendations - A total of 265 listed companies received broker recommendations during the period, with Qingdao Bank receiving the highest number of recommendations at 8 [3][4]. - Other companies with multiple recommendations include Xian Dao Intelligent and Wancheng Group, each receiving 5 recommendations [3][4]. Rating Adjustments - Eight companies had their ratings upgraded, including Shanghai Jahwa (600315) from "Hold" to "Buy" and ZTE Corporation (000063) from "Cautious Buy" to "Buy" [5][6]. - Two companies had their ratings downgraded, including Jincheng Shares (603396) from "Buy" to "Hold" and Huasheng Group (603018) from "Buy" to "Hold" [6]. First-Time Coverage - During the same period, 75 instances of first-time coverage were reported, with notable ratings including Shaanxi Tourism (603402) receiving a "Outperform Industry" rating and Bichu Electronics (688188) receiving a "Buy" rating [7].

先导智能（300450.SZ）2月2日在投资者互动平台表示，公司 0BB 串焊机已实现规模化量产与头部客户 批量交付，主力机型最高产能达11000 半片 / 小时，采用低温无主栅工艺，兼容 HJT、TOPCon等高效电 池路线，在低应力、高精度、降本增效、超薄片适配等方面性能领先。 （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：0BB串焊机是space X太空光伏电池p型HJT电池的核心 增量设备，请问公司能提供这个设备吗？ ...

先导智能（300450.SZ）2月2日在投资者互动平台表示，公司聚焦钙钛矿核心工艺，自主研发涂布、镀 膜、激光划线、清洗封装等全流程装备，可提供从实验室到 GW 级量产的整线解决方案，兼容干法 / 湿 法、刚性 / 柔性、单结 / 叠层等多元路线，核心模块全部自研，关键性能达国际一流水平。目前已具备 准 GW 级设备供应能力，完成多条中试线与量产整线交付，并于今年初整线设备项目获头部客户验 收。 （记者 王瀚黎） 每经AI快讯，有投资者在投资者互动平台提问：请详细介绍下公司在钙钛矿领域的布局，还有26年订 单展望？ ...

图片来源：世界知识产权组织（WIPO） 证券之星消息，根据企查查数据显示先导智能（300450）公布了一项国际专利申请，专利名为"焊带抓 取组件、焊带搬运装置和焊带搬运方法"，专利申请号为PCT/CN2025/099933，国际公布日为2026年1月 29日。 专利详情如下： 今年以来先导智能已公布的国际专利申请4个，较去年同期增加了33.33%。结合公司2025年中报财务数 据，2025上半年公司在研发方面投入了8.27亿元，同比减0.41%。 数据来源：企查查 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

单季度看，公司Q4 实现归母净利润3.14-6.14 亿元，中值为4.64 亿元，同比扭亏，环比+24%；扣非归母 净利润为2.95-5.95 亿元，中值为4.45亿元，同比扭亏，环比+19%。 盈利预测：预计公司25-27 年实现营业收入148.52/195.54/216.51 亿元，归母净利润16.91/25.41/31.16 亿 元。公司深耕锂电设备，龙头地位明确，紧抓钙钛矿、固态电池等新机遇，强者恒强优势明显，首次覆 盖，给予"推荐"评级。 受益于锂电池行业需求复苏，公司订单同比快速回升。2025 年全球动力电池市场持续回暖，储能领域 需求强劲增长，行业整体需求持续复苏，公司在新能源智能装备领域的龙头地位进一步巩固。随着国内 头部电池企业开工率提升、扩产节奏有序加快，公司订单规模同比快速回升，订单交付与项目验收节奏 同步提速，推动了公司经营业绩的筑底回升与快速增长，整体盈利能力明显提升。 风险提示:下游需求不及预期、行业竞争加剧、新产品开发进展不及预期。 事件：公司发布2025 年度业绩预告，公司25 年实现归母净利润15-18 亿元，同比增长424%-529%；扣 非归母净利润预计为14.8-17. ...