在固态电池领域，德尔股份目前潜在的下游客户有新能源车企。同时，德尔股份也在开发包括人形机器 人、两轮电动车和储能等更广泛领域的应用场景。 8月12日，德尔股份在互动平台回答投资者提问时表示，固态电池领域，公司未来将主要生产电芯。公 司研发的固态电池具有安全性高、耐高温性能好、工艺流程简单、易于批量生产等优点，可广泛应用于 新能源汽车、机器人、消费、储能和低空飞行器等诸多领域。 值得一提的是，德尔股份曾于6月3日晚公告，公司与浙江省湖州市吴兴区织里镇人民政府签订《投资合 作协议》，在织里镇投资建设新型锂电池中试及产业化项目、智能电机产业化项目，项目计划投资总额 约3亿元。 上述投资合作协议中的"新型锂电池中试及产业化项目"所称的新型锂电池，系指公司研发的固态电池。 此次签约是公司固态电池战略布局从试制线走向中试线和量产线的重要一环，是对公司固态电池技术成 熟度、新技术产业化落地能力、新产品销售能力和相关客户需求等各方面进行了综合考量和评估后做出 的审慎决定。 德尔股份（300473）8月12日在互动平台表示，公司在上海已经建成固态电池样品试制线，目前在加快 推进中试线建设中。在中试线跑通后，公司会根据客户和产品 ...

Robotics - Upbeat Electronics currently has no product layout in the robotics field [1] - New Times plans to launch an embodied intelligent welding solution in September this year [1] - Zhongke Magnetic Industry has established cooperation with ultra-lightweight humanoid robotic arm industry clients [1] - Zhiwei Intelligent has launched a robot brain control product line based on Nvidia Jetson and other chip platforms [1] - Daili New Materials has verified its robotic tendon samples with several domestic related manufacturers [1] - Tongda Hai is actively promoting native development and compatibility adaptation work based on the CANN ecosystem [1] AI and Large Models - Guoguang Electric values the research and development of new AI headphone products but has not yet achieved mass production [1] - Juxin Technology continues to build a low-power AI computing power platform, gradually expanding to more application scenarios beyond audio [1] - Heertai's tactile human body screen technology has been applied in the company's smart body-sensing clothing project [1] Solid-State Batteries - Del's shares have established a sample trial production line for solid-state batteries in Shanghai [1] - Tianhua New Energy has completed the research and development of lithium-rich manganese-based positive materials and sent samples for evaluation to multiple solid-state battery customers [1] Other Developments - Cambrian has denied rumors regarding large orders for carrier boards from a certain manufacturer [1] - Jiaxun Feihong has not collaborated with Huawei in the eSIM card communication module field [1] - Weifeng Electronics currently has products applied in the server power control field [1] - Saiteng Co., Ltd. has already delivered HBM equipment in batches [1] - Lens Technology is currently cooperating with customers to develop the next generation of cover glass [1] - Metro Design has developed a smart planning platform for urban rail transit based on multi-source data, which has been promoted in multiple cities [1] - Chongde Technology's dynamic pressure oil film sliding bearing products are mainly used in energy generation, industrial drive, petrochemical, and shipping fields [1] - Leyard provides display solutions for the "Panda Eye" training base [1] - Pengling Co., Ltd. has received mass production orders for its thermal management project from SAIC Passenger Vehicle [1]

Group 1 - The company has established a solid-state battery sample pilot line in Shanghai and is accelerating the construction of a pilot production line, with plans for mass production based on customer and market demand [1] - The company originally focused on automotive steering pumps and has expanded its product line to include various automotive components, enhancing revenue and economic benefits [1] - In 2018, the company established a subsidiary in Japan to develop solid-state battery products, which received national invention patent authorization in 2024 [1][2] Group 2 - The solid-state battery's cathode can utilize ternary materials or lithium iron phosphate, while the anode can be made from graphite or silicon-carbon, with lithium metal anode batteries also under development [2] - The solid-state battery production process differs from liquid batteries by using a coating process for the electrolyte, eliminating the need for liquid injection, which enhances safety and simplifies production [2] - The company has potential downstream customers in the new energy vehicle sector and is exploring applications in humanoid robots, electric two-wheelers, and energy storage [2] Group 3 - The company signed an investment cooperation agreement to invest approximately 300 million yuan in a new lithium battery pilot and industrialization project, which is a significant step in the solid-state battery strategic layout [3] - This agreement reflects a comprehensive evaluation of the company's solid-state battery technology maturity, new technology industrialization capabilities, and customer demand [3]

编辑 杨娟娟 新京报贝壳财经讯 8月12日，德尔股份在互动平台表示，公司在上海已经建成固态电池样品试制线，目 前在加快推进中试线建设中。在中试线跑通后，公司会根据客户和产品开发进度和市场需求，逐步开始 规划实施量产线建设。 ...

阜新德尔汽车部件股份有限公司 关于控股股东部分股份解除质押及质押的公告 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。 证券代码：300473 证券简称：德尔股份 公告编号：2025-059 阜新德尔汽车部件股份有限公司（以下简称"公司"）近日接到控股股东辽 宁德尔实业股份有限公司（以下简称"德尔实业"或"控股股东"）通知，获悉 德尔实业将其所持有的部分公司股份办理了解除质押及质押，具体事项如下： 一、股东股份解除质押及质押的基本情况 1、本次解除质押基本情况 | 股东 名称 | 是否为控股 股东或第一 大股东及其 | 本次解除质 押股份数量 | 占其所持 股份比例 | 占公司 总股本 | 起始日 | 解除日期 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 一致行动人 | （股） | | 比例 | | | | | 德尔 | 是 | 3,500,000 | 19.571% | 2.318% | 2024 年 8 月 26 日 | 2025 年 8 月 6 日 | 阜新银行股份有 | | ...

证券代码：300473 证券简称：德尔股份 公告编号：2025-058 阜新德尔汽车部件股份有限公司 阜新德尔汽车部件股份有限公司（以下简称"公司"）于 2025 年 6 月 8 日披 露《关于持股 5%以上股东减持股份的预披露公告》（公告编号：2025-051），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"）拟计划自该公告披露之日起 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%）。 公司于2025年7月10日在巨潮资讯网（http://www.cninfo.com.cn）披露了 《关于持股5%以上股东减持股份触及1%整数倍的公告》（公告编号：2025-055）； 2025年7月25日披露了《关于持股5%以上股东减持股份触及1%整数倍的公告》（公 告编号：2025-057）。 近日，公司收到戊戌15号基金出具的《关于股份减持计划实施完成的告知函》， 获悉上述减持计划已实施完成，现将有关情况公告如下： 一、股东减持情况 1、股东减持股份情况 | 股东名称 | 减持方 ...

Core Viewpoint - Shanghai Deyu Jiuhuan Technology Partnership Enterprise (Limited Partnership) has been established with a registered capital of 9 million yuan, focusing on information technology consulting, enterprise management, software development, and artificial intelligence application software development [1][2]. Company Information - The partnership is co-owned by Luo Laijun and Shanghai Derjiwei New Technology Co., Ltd., a subsidiary of Deler Co., Ltd. (stock code: 300473) [1]. - The registered address of the company is located at 1000 Zhenchen Road, Building 1, 6th Floor, Baoshan District, Shanghai [2]. - The business scope includes technology services, technical development, consulting, and promotion, as well as software and AI application software development [2][3]. Financial Information - The total registered capital of the partnership is 9 million yuan [1][2]. - The business registration is valid from July 31, 2025, to July 30, 2040 [2].

证券代码：300473 证券简称：德尔股份 公告编号：2025-057 阜新德尔汽车部件股份有限公司 关于持股5%以上股东减持股份触及1%整数倍的公告 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。 一、权益变动触及 1%整数倍的情况 | 是否为第一大股东或实际控制人 是□ 否√ | | | | | --- | --- | --- | --- | | 2、本次权益变动情况 | | | | | 股份种类 | 减持股数（万股） | 减持比例（%） | | | A 股 1.00 | 150.50 | | | | 合计 1.00 | 150.50 | | | | □ 本次权益变动方式 | 通过证券交易所的集中交易 | | | | √ | 通过证券交易所的大宗交易 | | | | （可多选） □（请注明） | 其他 | | | | 3、本次变动前后，投资者及其一致行动人拥有上市公司权益的股份情况 | | | | | 股份性质 | 本次变动前持有股份 | 本次变动后持有股份 | | | 占总股本 | | 占总股本 ...

Group 1: Company Overview and Development Strategy - The company is an international automotive parts system supplier, primarily producing and selling noise, vibration, and harshness (NVH) products, thermal insulation, lightweight products, motors, pumps, and automotive electronics [1][2]. - Initially focused on steering pump products, the company has gained significant market recognition and share, expanding its product line through continuous innovation and acquisitions, including the purchase of German company Kakuisi in 2017 [2]. - The company has established global R&D bases in Europe, North America, and Asia to support its international expansion [2]. Group 2: Solid-State Battery Development - The company began its solid-state battery initiative in 2018 after recognizing the technology's market potential during a visit to Japan [3]. - Key materials and process parameters for solid-state batteries have been developed, allowing for customized solutions based on client needs [4]. - Future plans include accelerating the construction of pilot production lines and gradually implementing mass production based on market demand [5]. Group 3: Product Features and Market Position - The solid-state battery features high safety standards, having passed third-party tests for puncture, heat, and overcharging, and can operate at high temperatures without cooling systems [9]. - The liquid retarder product offers advantages such as high braking torque per unit weight, lightweight design, and cost-effectiveness, leading to increased market competitiveness [11]. - The Kakuisi subsidiary benefits from a global production layout, enabling quick responses to customer needs across different regions [12][13]. Group 4: Financial Performance and Growth - The company has seen continuous improvement in its operational performance in 2024 and Q1 2025, attributed to enhanced management efficiency and a decrease in expense ratios [13]. - Revenue growth has been significantly driven by the rapid increase in sales of products related to the new energy vehicle sector [13].

东方证券股份有限公司 关于 阜新德尔汽车部件股份有限公司 发行股份购买资产并募集配套资金 暨关联交易 之 独立财务顾问报告 独立财务顾问 二〇二五年七月 声明和承诺 东方证券股份有限公司接受阜新德尔汽车部件股份有限公司（以下简称"德 尔股份"、"上市公司"或"公司"）的委托，担任德尔股份发行股份购买资产 并募集配套资金暨关联交易的独立财务顾问，并出具本独立财务顾问报告。 本独立财务顾问报告是依据《中华人民共和国公司法》、《中华人民共和国 证券法》、《上市公司重大资产重组管理办法》、《上市公司并购重组财务顾问 业务管理办法》、《上市公司向特定对象发行可转换公司债券购买资产规则》、 《公开发行证券的公司信息披露内容与格式准则第 26 号——上市公司重大资产 重组》、《上市公司监管指引第 9 号——上市公司筹划和实施重大资产重组的监 管要求》和《深圳证券交易所上市公司重大资产重组审核规则》等法律法规及文 件的规定和要求，以及证券行业公认的业务标准、道德规范，经过审慎调查，本 着诚实信用和勤勉尽责的态度，就本次交易认真履行尽职调查义务，对上市公司 相关的申报和披露文件进行审慎核查后出具的，旨在就本次交易行为做出独立、 ...