关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：鑫椤固态电池 这段时间，多家电池企业纷纷推出其全固态电池新品， 上周，有两个固态电池项目相继签约落地浙江。 5GWh全固态电池产业项目落地钱塘 项目 计划总投资约25亿元，由浙江路贸通控股集团投资， 将建设高端数字化工厂（固态系列产品） 5GWh固态电池（兼容半固态）生产线， 预计达产后年产值50亿元，税收1.5亿元，未来将导入锂空气燃 料电池相关研发生产。 除主营的汽车零部件业务外， 德尔股份同样还是固态电池领域的一匹黑马。 从已公布的信息来看，德尔股份早于2018年5月便在日本设立全资子公司研发固态电池项目，研发的固态 电池技术采用氧化物复合电解质和涂覆工艺，具有较好的离子传导率和高温特性，且无需高温烧结或高压 压制。 就在去年，德尔股份还与江铃新能源签署固态电池战略合作协议，双方将在新能源汽车固态电池领域展开 深入合作，德尔股份研发产品将搭载至该公司整车进行验证。 据了解，固态电池由于具有较高理论能量密度和高安全性，是最有技术颠覆潜力、最具产业发展前景的下 一代电池技术。 预计到2045年，全球全固态电 ...

Core Viewpoint - Del Corporation has experienced significant fluctuations in its market performance since its listing in June 2015, with a current market value of 4.725 billion yuan, reflecting a recovery in its operational performance in recent years [1][3]. Business Overview - The main business of Del Corporation includes the research, production, and sales of automotive steering pumps and gear pumps, with the highest revenue contribution coming from noise reduction, thermal insulation, and lightweight products, accounting for 70.83% of total revenue, followed by motor, electric pump, and mechanical pump products at 26.84% [3]. Financial Performance - In 2015, the year of its listing, Del Corporation achieved a net profit attributable to shareholders of 138 million yuan, while the latest complete fiscal year of 2024 shows a net profit of 32 million yuan, indicating a cumulative profit decline of 76.54% over the decade [3]. - The company has recorded two years of losses since its listing, with profit growth years reaching six, representing 60.0% of the time [3]. - Revenue has shown steady growth, increasing from 3.386 billion yuan in 2020 to 4.513 billion yuan in 2024, while the net profit improved from a loss of 423 million yuan in 2020 to a profit of 32 million yuan in 2024, indicating a gradual recovery in profitability [4]. Market Capitalization - Since its listing, Del Corporation's market value has increased by 0.14 times, peaking at 10.68 billion yuan on December 1, 2015, with a corresponding stock price of 106.8 yuan. As of June 11, the stock price is 31.3 yuan, with a market value of 4.725 billion yuan, representing a decrease of 5.955 billion yuan from its peak, or a 55.75% market value evaporation [6].

Group 1: Company Overview - Delong Holdings has made significant progress in solid-state battery research, with samples passing third-party safety tests in 2023 and a national invention patent expected in 2024 [1] - A cooperation agreement with Jiangling Group is set to be signed in August 2024, with a pilot production line expected to be completed by January 2025 [1] - The company plans to invest 300 million yuan in a solid-state battery pilot and industrialization project, as well as an intelligent motor industrialization project, with the investment agreement signed with the local government in Huzhou on May 30, 2025 [1] Group 2: Market Position and Performance - Kaku Si, a subsidiary, focuses on producing and selling thermal insulation, noise reduction, and lightweight products, serving clients such as Mercedes-Benz, BMW, Audi, and Volkswagen [1] - The operational performance of Kaku Si is expected to improve in 2024 and the first quarter of 2025, driven by enhanced operational efficiency and revenue growth in the new energy vehicle sector [1] - Kaku Si has a global production capacity layout, standardized production processes, and a quality control system, along with a world-class R&D center providing one-stop product development services [1] Group 3: Future Developments - Kaku Si aims to optimize its product structure, focusing on the development of new energy vehicle customer needs and aligning with domestic automakers' overseas supply requirements [1] - The company successfully developed a hydraulic retarder in 2023, which gained market recognition in 2024, leading to an increase in mass production and delivery scale [1]

Group 1 - Lianhua Technology clarifies that it does not directly produce chlorantraniliprole but provides CDMO services for its advanced intermediates, indicating a limited impact on overall business [1] - The company has a long-term partnership with its client, governed by a framework agreement that restricts product sales and pricing [1] - There has been no notification of increased demand from the client, suggesting stability in the current business model [1] Group 2 - Del Shares announces that its shareholder, Wuxu Value No. 15 Fund, plans to reduce its stake by up to 1.99% through block trading within three months [2] - The reduction is attributed to the shareholder's personal funding needs, which may exert short-term pressure on the stock price [2] - Long-term impacts should be assessed based on the company's fundamentals and core business development [2] Group 3 - Oujing Technology reports that its shareholder, Wanzhao Huigu, intends to reduce its holdings by up to 3% within three months through centralized bidding and block trading [3] - The reduction is for the shareholder's operational needs, with shares sourced from pre-IPO holdings [3] - Similar to Del Shares, this may lead to short-term stock price fluctuations, while long-term effects depend on the company's fundamentals [3]

近年来，德尔股份固态电池研发成果显著。2023年，公司在日本开发的固态电池样品已通过第三方机构 多项严苛安全测试，包括针刺、加热和过充电实验，安全性表现突出。2025年，德尔股份固态电池技术 攻关持续突破，在今年2月举行的东京国际二次电池展上，公司展示了第二代固态电池产品，能量密度 达到260Wh/kg，而第三代固态电池产品的目标能量密度将突破400Wh/kg。 今年年初，德尔股份在上海设立的试制线成功完成国内首款固态电池样品的制备，验证了核心涂覆工艺 在国内生产环境下的可复制性，具备为新能源汽车、无人机、机器人等多应用场景进行定制化开发的能 力。 当前行业普遍认为，全固态电池的商业化应用预计将于2027年左右在部分高端车型上实现装车，并有望 在2030年进入更大规模的量产阶段，从而有力推动新能源汽车实现续航里程突破1000公里、充电时间缩 短至10分钟以内的目标。如今，国内外主流电池企业均已跑步入场，全力抢占技术制高点和产业化先 机。中泰证券指出，固态电池将在"政策引导+市场需求+技术迭代"三重驱动力的共同作用下，带动锂 电池行业完成新一轮升级革命。 （文章来源：证券时报网） 德尔股份微信公众号日前发文表示 ...

Group 1 - The solid-state battery sector is experiencing significant advancements, with Del Corporation announcing a strategic investment of approximately 300 million yuan to develop a pilot and industrialization project for new lithium batteries [1] - The company aims to complete the pilot line construction by the end of 2025 and plans to gradually implement 1GWh and 5GWh production lines, transitioning from laboratory to pilot and then to large-scale production [2] - Del Corporation's subsidiary, Carcoustics International GmbH, has over 20 years of experience in automotive components, focusing on products related to electric vehicles, such as battery flame-retardant covers and electromagnetic shielding [2] Group 2 - The partnership with the local government in Huzhou includes a project for the industrialization of intelligent servo motors, aimed at upgrading the company's existing manufacturing capabilities to meet market demands in robotics and automotive sectors [1] - The solid-state battery project is a crucial part of the company's strategic layout, integrating core technologies and assets developed in Japan and domestically to accelerate the construction of the pilot line [1] - Del Corporation is positioning itself to enhance its product line and expand applications in the electric motor sector, contributing to the optimization of its industrial structure [1]

Core Viewpoint - Several listed companies in the Shanghai and Shenzhen markets announced significant updates, including changes in control, regulatory measures, and sales performance, which may present investment opportunities and risks for investors [2]. Company Announcements - Zhongying Electronics announced that its controlling shareholder is planning a change in control, leading to a suspension of trading from June 9, 2025, for up to two trading days [3]. - ST Lutong received an administrative regulatory measure from the Jiangsu Securities Regulatory Bureau due to internal control deficiencies and failure to disclose significant lawsuits and account freezes [4]. - Lianhua Technology clarified that it does not directly produce chlorantraniliprole and that the related matters have limited impact on its overall business [5]. - Longshen Rongfa's subsidiary received a CNAS laboratory accreditation certificate, which is expected to positively influence future operations, though it will not significantly impact current performance [6]. Sales Performance - Yisheng Co. reported a significant increase in May sales of breeding pigs, with a total of 10,849 heads sold, representing a year-on-year increase of 207.08% [7]. Shareholding Changes - Shentong Technology's shareholder, Biheng Investment, plans to reduce its stake by up to 3%, equating to a maximum of 12.88 million shares [8]. - Ruoyuchen's shareholder, Langzi Co., intends to reduce its stake by up to 3%, not exceeding 4.7681 million shares [9]. - Oujing Technology's shareholder, Wanzhao Huigu, plans to reduce its stake by up to 3%, equating to a maximum of 5.7722 million shares [10]. - Jindan Technology's shareholder, Guangzhou Chengxin, plans to reduce its stake by up to 2.93%, equating to a maximum of 5.635 million shares [11]. - Huashu Gaoke's shareholder, Guotou Chuangye Fund, plans to reduce its stake by up to 2.2%, equating to a maximum of 9.1117 million shares [12]. - Zhongke Soft's shareholder, Kesuan Chuangyuan, plans to reduce its stake by up to 2%, equating to a maximum of 16.6208 million shares [13]. - Hengrun Co. announced multiple shareholders planning to reduce their stakes, with total reductions not exceeding 1.89% of the company's shares [14]. - Del Shares' shareholder, Wuxu 15 Fund, plans to reduce its stake by up to 1.987%, equating to a maximum of 3 million shares [15]. - Jian Ke Yuan's shareholder, Jian Ke Investment, plans to reduce its stake by up to 1% [17]. - Mindong Electric's shareholder, Fujian Investment Development Group, plans to reduce its stake by up to 1% [18]. - Puli Software's chairman and executives plan to reduce their stakes by a total of up to 0.69% [19].

Group 1 - Zhongying Electronics' controlling shareholder is planning a change in control, leading to a stock suspension starting June 9, 2025, for up to 2 trading days [3] - Lianhua Technology clarified that it does not directly produce chlorantraniliprole, and the related matters have limited impact on the company's overall performance [4] - Longshen Rongfa's subsidiary received CNAS laboratory accreditation, which is expected to positively influence future operations, though it will not significantly impact current performance [5] Group 2 - Yisheng Co. reported May sales of breeding pigs at 10,849 heads, a year-on-year increase of 207.08%, with significant sales increases attributed to delayed orders from April [7] - Shentong Technology's shareholder plans to reduce its stake by up to 3%, amounting to no more than 12.88 million shares [9] - Ruoyuchen's major shareholder intends to reduce its stake by up to 3%, not exceeding 476.81 million shares [10] Group 3 - Oujing Technology's major shareholder plans to reduce its stake by up to 3%, not exceeding 577.22 million shares [12] - Jindan Technology's shareholder plans to reduce its stake by up to 2.93%, amounting to no more than 563.5 million shares [13] - Huashu Gaoke's shareholder intends to reduce its stake by up to 2.2%, not exceeding 911.17 million shares [14] Group 4 - Zhongke Soft's major shareholder plans to reduce its stake by up to 2%, not exceeding 16.62 million shares [15] - Hengrun Co.'s shareholders plan to collectively reduce their stake by up to 1.89%, with specific reductions from various shareholders [16] - Del Shares' shareholder plans to reduce its stake by up to 1.987%, not exceeding 3 million shares [17] Group 5 - Jianke Institute's shareholder plans to reduce its stake by up to 1%, not exceeding 146.66 million shares [18] - Mindong Electric's shareholder plans to reduce its stake by up to 1%, not exceeding 457.95 million shares [19] - Puli Software's chairman and executives plan to collectively reduce their stake by up to 0.69% [20]

证券代码：300473 证券简称：德尔股份 公告编号：2025-051 关于持股5%以上股东减持股份的预披露公告 持股5%以上股东上海戊戌资产管理有限公司-戊戌价值15号私募证券投资基 金保证向本公司提供的信息内容真实、准确、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。 特别提示： 阜新德尔汽车部件股份有限公司（以下简称"公司"）持股 5%以上股东上海 戊戌资产管理有限公司-戊戌价值 15 号私募证券投资基金（以下简称"戊戌 15 号基金"）持有公司股份 12,351,100 股（占公司总股本比例 8.18%）。戊戌 15 号 基金计划在本公告披露之日起 15 个交易日后的三个月内以大宗交易方式减持本 公司股份累计不超过 3,000,000 股（占本公司总股本比例 1.987%）。戊戌 15 号 基金已获得中国证券投资基金业协会备案。 公司于近日收到持股 5%以上股东戊戌 15 号基金出具的《关于股份减持计划 的告知函》，现将有关情况公告如下： 一、股东的基本情况 1、股东名称：上海戊戌资产管理有限公司-戊戌价值 15 号私募证券投资基 金 ...

Group 1 - CATL signed a strategic cooperation agreement with Dongfeng Nissan to focus on battery technology R&D, product innovation, and market expansion, with plans to launch multiple models equipped with jointly developed battery systems by 2026 [1] - The collaboration will prioritize the application of technologies such as full-domain supercharging, CIIC integrated intelligent chassis, and 800 V high-voltage platforms in Dongfeng Nissan's vehicle development [1] Group 2 - Envision Energy's battery super factory in Douai, France, officially commenced production, with an initial capacity of 10 GWh to supply batteries for 200,000 electric vehicles, including those for Renault [2] - The successful launch of the French factory is expected to accelerate the electrification of the European automotive market, aligning with Envision's vision of promoting global prosperity through Chinese new energy [2] - By May 2025, Envision Energy plans to establish 13 battery manufacturing bases across China, Japan, the United States, the United Kingdom, France, and Spain [2] Group 3 - Delong Holdings announced an investment of approximately 300 million yuan to establish a new lithium battery pilot and industrialization project, along with an intelligent motor industrialization project in Huzhou, Zhejiang [4] - The project will involve a fixed investment of about 250 million yuan, focusing on the construction of a new lithium battery production line and the initial phase of R&D for new lithium batteries, with plans for a second phase to produce 1 GWh annually [4] - Funding for the project will come from the company's own resources and self-raised funds [4]