（原标题：先导智能声明：公司所有外派员工均平安，网络谣言纯属凭空捏造） 声明强调，我司从未发生过网传的所谓"光伏设备工程师在印度遭遇恶性人身伤害"事件。 我司高度重 视每一位全球雇员的人身安全与合法权益，拥有完善的海外派遣与安全保障体系。目前我司海外项目运 营正常，所有外派员工均平安。网络谣言纯属凭空捏造，性质极其恶劣。 此类行为不仅严重抹黑了中国出海企业的形象，更严重扰乱了公司海外员工及其家属的正常工作与生活 秩序，已触犯法律红线。 针对相关恶意自媒体账号，公司已全面完成证据固定并正式向公安机关报案，目前警方已受理调查。 近期，网络平台上，个别自媒体账号为博取流量，恶意翻炒、传播所谓"光伏设备工程师在印度遭遇恶 性人身伤害"的虚假恶俗信息。 部分内容被指采用"含沙射影"的手法，在其评论区及私域社群中，大量言论被恶意引导指向先导智能， 并对该外派员工进行人格侮辱和安全造谣。 对此，先导智能今日发布严正声明称，此前每年均有部分炒作流量的自媒体对此类谣言翻炒扩散，我司 已进行过辟谣，但近期仍有个别自媒体罔顾事实，进行恶意传播，我司工作人员明确告知事实并要求删 撤后，相关账号仍拒不纠正，恶意明显。 21世纪经济报道 ...

声明称，网络谣言纯属凭空捏造，性质极其恶劣。此类利用"影射"、"带节奏"等方式传播低俗谣言的行 为，不仅严重抹黑了中国出海企业的形象，更严重扰乱了我司海外员工及其家属的正常工作与生活秩 序，已触犯法律红线。针对相关恶意自媒体账号，我司已全面完成证据固定并正式向公安机关报案，目 前警方已受理调查。（新浪科技） 【#先导智能辟谣##先导智能报案#】今天上午，无锡先导智能装备股份有限公司在官方微博发布声明。 声明表示，公司从未发生过网传的所谓"光伏设备工程师在印度遭遇恶性人身伤害"事件。 声明称，近期注意到在微博、微信公众号、抖音等网络平台上，个别自媒体账号为博取流量，恶意翻 炒、传播所谓"光伏设备工程师在印度遭遇恶性人身伤害"的虚假恶俗信息。此类内容虽然采用"含沙射 影"的手法，但在其评论区及私域社群中，大量言论被恶意引导指向我司，并对我司外派员工进行人格 侮辱和安全造谣。此前每年均会部分炒作流量的自媒体对此类谣言翻炒扩散，我司已进行过辟谣，但近 期仍有个别自媒体罔顾事实，进行恶意传播，我司工作人员明确告知事实并要求删撤后，相关账号仍拒 不纠正，恶意明显。 先导智能表示，公司高度重视每一位全球雇员的人身安全与合法 ...

今天上午，无锡先导智能装备股份有限公司在官方微博发布声明。声明表示，公司从未发生过网传的所 谓"光伏设备工程师在印度遭遇恶性人身伤害"事件。针对相关恶意自媒体账号，先导智能已全面完成证 据固定并正式向公安机关报案，目前警方已受理调查。 ...

Core Viewpoint - The company, Wuxi Xian Dao Intelligent Equipment Co., Ltd., has issued a statement denying the occurrence of a rumored incident involving a "photovoltaic equipment engineer suffering serious personal harm in India," labeling the rumors as malicious fabrications aimed at gaining traffic on social media platforms [1][6][10]. Group 1 - The company emphasizes that it has never experienced the alleged incident and prioritizes the safety and legal rights of its global employees, maintaining a comprehensive overseas dispatch and safety assurance system [4][10]. - All overseas projects are operating normally, and all dispatched employees are safe [1][6][10]. - The company has noted that certain self-media accounts have been spreading false information, which not only tarnishes the image of Chinese enterprises abroad but also disrupts the normal work and life of its overseas employees and their families [2][7]. Group 2 - The company has completed evidence collection against the malicious self-media accounts and has formally reported the matter to law enforcement, which is currently under investigation [2][7]. - The statement warns that the internet is not a lawless space, and actions such as deleting posts do not equate to immunity from legal consequences [4][10].

Investment Rating - The industry investment rating is optimistic [2][47]. Core Insights - The report draws parallels between the current state of the humanoid robot industry and the electric vehicle (EV) industry in 2019, suggesting that similar macroeconomic conditions and industry stages could lead to significant investment opportunities [5][6]. - The humanoid robot market is projected to reach $700 billion by 2030, while the EV market is expected to be approximately $547.2 billion by 2024 [5][6]. - The report emphasizes the importance of core components and domestic manufacturers in both industries, highlighting that the core components of humanoid robots still have considerable upside potential [7][38]. Summary by Sections Macroeconomic Context - The macroeconomic environment in 2019 and 2025 shows similarities, with both periods experiencing stable liquidity and trade tensions between the US and China [10][14]. - The report notes that the impact of trade tensions has diminished over time, with the capital market showing resilience despite fluctuations [15][16]. Humanoid Robot Industry - The humanoid robot industry is at a critical juncture, with significant advancements in technology and production capabilities expected to drive growth [19][33]. - The report identifies key players in the humanoid robot sector, including Tesla, which is poised to lead the market similar to its role in the EV industry [27][30]. Investment Opportunities - Investment opportunities are categorized into core components and domestic manufacturers, with a focus on identifying companies with strong fundamentals and market positioning [34][39]. - The report suggests that the core components of humanoid robots are likely to see price increases, similar to the trajectory observed in the EV sector [38]. Market Dynamics - The report highlights the rapid growth of domestic manufacturers in the humanoid robot space, indicating a shift from concept validation to commercial production [31][33]. - It emphasizes the importance of market timing, particularly regarding the listing of new players in the humanoid robot market, which could mirror the trends seen in the EV industry [41].

Core Viewpoint - The company is deeply engaged in the new energy equipment sector, providing comprehensive photovoltaic cell production line solutions, including TOPCon, perovskite, HJT, and XBC technologies [1] Group 1: Technology and Product Offerings - The company has made significant advancements in perovskite technology, overcoming technical bottlenecks and accelerating the mass production process of perovskite batteries [1] - The company has successfully delivered perovskite solar cell production line equipment to leading industry clients [1] Group 2: Production Capabilities - The company has established a quasi-GW level production capacity for large-area coating products, meeting the coating equipment needs across all stages of perovskite battery development, from laboratory to pilot and production lines [1] - The company provides full-cycle equipment support for its clients in the perovskite battery sector [1]

Group 1: Core Insights - The report emphasizes that the AI wave is initiating a new cycle in intelligent manufacturing, shifting the investment focus from cyclical fluctuations to "new hard-core" assets that can define the future and support the AI trend [8][9]. - Human-shaped robots are highlighted as the ultimate embodiment of AI intelligence, expected to revolutionize labor liberation and serve as a universal platform for AI interaction with the physical world [9][10]. - The report identifies solid-state batteries as a key technology that will unlock performance ceilings for human-shaped robots and electric vehicles due to their high energy density and safety [9][10]. Group 2: Human-Shaped Robots - The human-shaped robot industry is transitioning from concept validation to commercialization, with companies that have developed product capabilities in key components likely to experience significant valuation increases [13][17]. - The investment strategy focuses on essential hardware components rather than single manufacturers due to the uncertainty in design solutions, creating unique investment opportunities [25][28]. - Key companies to watch in this sector include Xinjie Electric, Huichuan Technology, and Weichuang Electric, which are positioned to benefit from the growth in human-shaped robots [17][30]. Group 3: AI Equipment and Materials - The demand for AI-related infrastructure is surging, leading to significant growth in high-performance servers, GPUs, and advanced PCB requirements [32][36]. - The PCB specialized equipment market is expected to grow from $3.306 billion in 2020 to $4.111 billion in 2024, with a CAGR of 5.60% in China [32][34]. - Key players in the equipment sector include Dazhu CNC and Chip Quik, which are well-positioned to capitalize on the increasing demand for advanced PCB manufacturing [36][40]. Group 4: Solid-State Batteries - The solid-state battery industry is accelerating towards commercialization, with major manufacturers like CATL and Zhongxin Innovation targeting 2027 for small-scale production [9][10]. - The global solid-state battery equipment market is projected to reach ¥107.94 billion by 2030, indicating a significant capital expenditure cycle ahead [9][10]. - Companies such as Lead Intelligent and Hai Moxing are recommended for their potential to benefit from this new capital expenditure cycle [9][10]. Group 5: Controlled Nuclear Fusion - Controlled nuclear fusion is transitioning from experimental phases to industrialization, with significant advancements in research and increased capital investment driving the industry forward [9][10]. - The report suggests focusing on companies involved in nuclear fusion projects, such as Hangyang Co. and Shanghai Electric, which are positioned to gain from this emerging sector [9][10]. - The demand for energy solutions is expected to grow, making nuclear fusion a critical area for investment as it promises to provide sustainable energy sources [9][10]. Group 6: Engineering Machinery - The domestic engineering machinery market is recovering, with excavator sales showing a positive trend, while overseas demand is also increasing due to factors like housing construction and manufacturing sector recovery [6][9]. - Major projects in China, such as the Yaxi Water Conservancy Project and the Xinjiang-Tibet Railway, are expected to boost domestic machinery demand [6][9]. - Key companies in this sector include Sany Heavy Industry, XCMG, and Zoomlion, which are anticipated to benefit from both domestic recovery and international expansion [6][9].

Core Insights - The lithium battery industry is facing unprecedented systemic pressures as global demand for power batteries is expected to exceed 1300 GWh by 2025, alongside explosive growth in the energy storage market [2] - The industry is transitioning from a focus on "millionth of a part per million" (PPM) quality to "billionth of a part per billion" (PPB) quality, necessitating a transformation in traditional manufacturing and quality inspection methods [2] Group 1: Challenges in the TWh Era - The lithium battery sector is encountering a "triple challenge" of scale, efficiency, and quality, which is critical for competition in the TWh era [2] - Resource constraints such as land, energy, and labor are becoming increasingly prominent, making it difficult to simply add production capacity [2] - The "zero inventory" management model has reduced supply chain redundancy, meaning any delays can disrupt the entire system [2] Group 2: Intelligent Manufacturing Solutions - The company proposes "intelligent manufacturing" as a solution, leveraging data, AI, and flexible automation as three key technological engines [3] - Data integration aims to eliminate "data silos" in factories, creating a comprehensive "data ocean" for precise decision-making [3] - AI functions as a "super brain," identifying defects and optimizing processes beyond human capabilities, enhancing manufacturing precision and efficiency [3] - Flexible automation enables production lines to adapt quickly to changing product demands, facilitating multi-product production and rapid changeovers [3] Group 3: Collaborative Ecosystem Development - The company aims to transition from being an equipment provider to a partner in the TWh era, emphasizing the importance of supply chain resilience [4] - The integration of digital technologies and AI in equipment development and quality inspection has led to significant improvements, including a 50% increase in detection capabilities and a 20% boost in efficiency [4] - The establishment of a "virtual factory" through digital twin technology has improved equipment delivery efficiency by 50% and overall equipment effectiveness (OEE) by 35% [4] Group 4: Global Strategy and Market Positioning - The company is expanding its global footprint by establishing localized technical support centers in key regions like Europe and North America, ensuring a unified standard and quality [5] - The competition in the TWh era is framed as a test of supply chain resilience, with a focus on open collaboration and mutual benefits to drive sustainable industry growth [5] - As production capacity approaches TWh levels, even a 1% efficiency improvement could translate to significant profit opportunities in the billions [5]

China (PRC) | Alternative Energy Equity Research 2026 lithium battery outlook: Growth Narrative Shifting to BESS The lithium battery industry looks set for strong growth in 2026 with improved supply-demand balance and rising profits. EV battery demand may rise 20%, with ESS shipments up >40% on our forecasts. Mkt consolidation should stem from regulations, while sodium-ion and solid- state advances shape strategies. Equipment makers will benefit from overseas expansion and battery technology upgrades. CATL ...

Event Overview - The 2025 (10th) Qidian Lithium Battery Industry Annual Conference and Lithium Battery Golden Ding Award Ceremony will be held on December 18-19, 2025, in Shenzhen, marking the 10th anniversary of Qidian Lithium Battery and Qidian Research [2][3] - The theme of the event is "New Cycle, New Technology, New Ecology," focusing on discussions around new cycles in the industry, new materials, new processes, and new technological advancements [2] Event Scale and Participation - The event is expected to attract over 1200 offline participants and 30,000 online viewers, making it the largest annual gathering in the industry [4] - There will be nine specialized forums and over 60 prominent speakers discussing core topics, including technological breakthroughs and safety challenges [4] Award Ceremony - The 10th Lithium Battery Golden Ding Award will be held concurrently, recognizing outstanding contributions to the lithium battery industry [4][9] - The award aims to encourage innovation and provide procurement references for the industry, with various categories including technology innovation awards for different battery types [9][10] Specialized Forums and Topics - The agenda includes specialized sessions on cylindrical batteries, soft-pack batteries, and new materials and processes, with discussions on topics such as fast-charging technologies and safety standards for energy storage systems [5][6][7] - Notable companies participating in discussions include Eifly Laser, New Day Co., and others, focusing on advancements in battery technology and applications [6][7] Networking Opportunities - The event will also host the 2025 China New Energy Entrepreneurs Club Council Meeting, providing opportunities for high-level networking among industry leaders [4] - A total of over 50 exhibitors will showcase solutions across the entire lithium battery supply chain, including materials, equipment, and components [4]