1月21日，德尔股份大宗交易成交30.5万股，成交额799.1万元，占当日总成交额的4.58%，成交价26.2 元，较市场收盘价33.32元折价21.37%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | 2026-01-21 | 300473 | 德尔股份 | 26.20 | 10.00 | 262.00 中信证券股份有限 | 国泰海通证券股份 | | | | | | | 公司常熟演师北路 | 有限公司上海浦东 | | | | | | | 证券营业部 | 新区东省路证券营 | | | | | | | | 业部 | | 2026-01-21 | 300473 | 德尔股份 | 26.20 | 20.50 | 537.10 中国中金财富证券 | 国泰海通证券股份 | | | | | | | 有限公司杭州江河 | 有限公司上海浦东 | | | | | | | 汇证券营业部 | 新区东育路证券 ...

Summary of Key Points Core Viewpoint - On January 20, Del Shares conducted a block trade of 890,000 shares, amounting to 23.407 million yuan, which represented 11.18% of the total trading volume for the day. The transaction price was 26.3 yuan, reflecting a discount of 19.67% compared to the market closing price of 32.74 yuan [1]. Group 1: Transaction Details - The block trade involved a total of 890,000 shares at a price of 26.3 yuan per share [2]. - The total transaction value was 23.407 million yuan [1]. - The transaction price was significantly lower than the market closing price, indicating a discount of 19.67% [1]. Group 2: Trading Volume and Participants - The trading volume for the block trade was 789,000 shares from Guotai Junan Securities, with additional volumes from other firms such as China International Capital Corporation and Haitong Securities [2]. - The block trade included multiple transactions with various brokerage firms, indicating a diverse participation in the trade [2].

Group 1 - The company, Del Shares, announced the approval of two key resolutions by its fifth board of directors during the eighteenth meeting [1] - The first resolution pertains to the authorization for the issuance of shares to raise matching funds [1] - The second resolution involves the establishment of a special account for the raised funds and the authorization to sign a fund supervision agreement [1]

为确保本次发行的顺利进行，董事会同意在本次发行过程中，如按照竞价程 序簿记建档后确定的发行股数未达到认购邀请文件中拟发行股票数量的 70%，授 权公司董事长及其授权的指定人员经与主承销商协商一致后，可以在不低于发行 底价的前提下，对簿记建档形成的发行价格进行调整，直至满足最终发行股数达 到认购邀请文件中拟发行股票数量的 70%；公司和主承销商有权按照经公司董事 长及其授权的指定人员调整后的发行价格向经确定的发行对象按照相关配售原 则进行配售；如果有效申购不足，可以决定是否启动追加认购及相关程序。 审议结果：7 票同意；0 票反对；0 票弃权，通过。 证券代码：300473 证券简称：德尔股份 公告编号：2026-002 阜新德尔汽车部件股份有限公司 第五届董事会第十八次会议决议公告 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、董事会会议召开情况 阜新德尔汽车部件股份有限公司（以下简称"公司"）于 2026 年 1 月 19 日 在公司会议室以现场及通讯表决的方式召开了第五届董事会第十八次会议，公司 于 2026 年 1 月 16 日以邮件的方式通知了全 ...

Group 1 - The core viewpoint of the news is that Del Shares has seen a significant increase in stock price, rising by 5.22% to 33.45 CNY per share, with a trading volume of 262 million CNY and a turnover rate of 5.30%, resulting in a total market capitalization of 5.688 billion CNY [1] - Del Shares, established on November 12, 2004, and listed on June 12, 2015, specializes in the research, production, and sales of automotive components, including steering pumps, gear pumps, automatic transmission oil pumps, electric power steering system (EPS) motors, hydraulic pumps, and keyless entry and start systems [1] - The main business revenue composition includes noise reduction, thermal insulation, and lightweight products at 73.77%, motors, pumps, and mechanical pumps at 24.42%, electronic control and automotive electronics at 1.07%, and others at 0.73% [1] Group 2 - From the perspective of the top ten circulating shareholders, a fund under China Merchants Fund, specifically the China Merchants Quantitative Selected Stock A (001917), has entered the top ten circulating shareholders with 970,000 shares, accounting for 0.64% of the circulating shares, and has made an estimated profit of approximately 1.6102 million CNY today [2] - The China Merchants Quantitative Selected Stock A fund was established on March 15, 2016, with a latest scale of 3.663 billion CNY, achieving a year-to-date return of 4.74%, ranking 2889 out of 5531 in its category, and a one-year return of 49.46%, ranking 1367 out of 4215 [2]

Core Viewpoint - The solid-state battery sector is experiencing significant growth, driven by favorable policies and technological advancements, positioning it as a key focus area in the market. Group 1: Market Performance - The battery and solid-state battery sectors are leading the market, with notable stock performances from companies like Xianhui Technology, which rose by 11.59%, and Huayou Cobalt, which increased by over 7% [1][2]. - Key companies in the industry, including CATL and Yiwei Lithium Energy, also saw upward movements, indicating a strong response across the supply chain [1]. Group 2: Policy Support - The Ministry of Industry and Information Technology emphasizes accelerating breakthroughs in solid-state battery technology, highlighting a collaborative effort between national and local governments to enhance the supply chain's self-sufficiency [3]. - Local governments are integrating solid-state batteries into their industrial strategies, with regions like Jiangxi and Chongqing focusing on advancing core technologies in this field [3]. Group 3: Technological Advancements - Companies are rapidly advancing their solid-state battery technologies, with Weichai Power announcing successful laboratory research on sulfide solid-state batteries and plans for industrialization [4]. - Jinlongyu is investing 1.2 billion yuan to establish a production line for solid-state batteries, while Haopeng Technology aims for mass production of solid-state batteries by 2025 [4]. Group 4: Market Potential - Solid-state batteries are expected to penetrate various sectors, including electric vehicles, energy storage, aerospace, and consumer electronics, due to their performance advantages over traditional lithium-ion batteries [6]. - TrendForce forecasts that the global demand for solid-state batteries will exceed 206 GWh by 2030 and further expand to over 740 GWh by 2035, indicating a transition to large-scale applications [6]. Group 5: Industry Growth Outlook - Analysts are optimistic about the growth potential of the solid-state battery supply chain, with expectations of high demand driven by the increasing sales of electric vehicles [6][7]. - The period from 2027 to 2030 is identified as a critical window for the industrialization of solid-state battery technologies, with equipment manufacturers likely to benefit first from this growth [7].

Group 1 - The core viewpoint of the article highlights that Del Shares has achieved stable growth in performance, aligning with its development strategy and operational goals [2] - For the first three quarters of 2025, the company reported an operating income of 3.642 billion yuan, representing a year-on-year increase of 7.67% [2] - The net profit attributable to the parent company reached 79.2304 million yuan, showing a significant year-on-year growth of 228.13% [2]

证券日报网1月12日讯 ，德尔股份在接受调研者提问时表示，2024年，爱卓科技实现营收3.69亿元，同 比增长68.95%；实现归母净利润2358.65万元，同比增长65.42%。2025年上半年，爱卓科技业绩继续保 持较好增长趋势，实现归母净利润2646.73万元，超过去年全年水平。 （文章来源：证券日报） ...

Core Viewpoint - The electrolyte material system is a core trade secret of the company’s solid-state battery technology, developed since 2018 through continuous exploration and iteration [2]. Group 1 - The company has mastered the process window of solid-state battery material systems, allowing for customized development based on different customer requirements [2]. - The company aims to match the needs of various application scenarios through its tailored solutions [2].

Core Viewpoint - The company, Del Shares, anticipates that overseas revenue will account for over 70% in both 2024 and the first half of 2025, indicating a strong focus on international markets [2]. Group 1: International Revenue - The company has established an international R&D base through its subsidiary, Kaku Si, with locations in the US, Mexico, Germany, Spain, Belgium, Poland, Austria, and Slovakia [2]. - The company has developed partnerships with several well-known overseas clients, including Mercedes-Benz, BMW, Audi, Volkswagen, Ford, General Motors, Stellantis, and Porsche, by deepening its presence in the European and American markets [2].