5月13日涨停分析 今日共48股涨停，连板股总数11只，19股封板未遂，封板率为71%（不含ST股、退市股）。焦点股方面，军工板块成飞集成、利君股份、天箭科技均晋级5 连板，化工股红墙股份16天10板，高外销占比的华纺股份反包涨停走出6天5板。 | 股票名称 | 板数 | 涨跌幅 | 涨停时间 | 上涨逻辑 | | --- | --- | --- | --- | --- | | 宝馨科技 | 6天4板 | 9.93% | 09:42 | 机器人+光 | | 002514 | | | | 伏 | | 百达精工 | 4天3板 | 9.98% | 14:10 | 压缩机+光 | | 603331 | | | | 伏 | | 鑫磊股份 | 4天2板 | 20.00% | 14:22 | 压缩机+光 | | 301317 | | | | 伏 | | 集泰股份 | 首板 | 9.97% | 09:36 | 光伏+有机 | | 002909 | | | | 硅 | | 欧晶科技 | 首板 | 9.98% | 09:41 | 光伏+半导 | | 001269 | | | | 体 | | 泉运通 | 首板 | 10.14% | ...

Investment Rating - The industry investment rating is "Overweight" [3][30]. Core Viewpoints - The humanoid robot industry is expected to see significant growth, with a projected cumulative demand of approximately 2 million units by 2030, indicating a critical breakthrough phase from 0 to 1 [6][24]. - The report highlights key companies to watch in the humanoid robot supply chain, including Tier 1 suppliers and core component manufacturers [6][24]. - The report emphasizes the importance of technological advancements in various sectors, including photovoltaic equipment, energy storage, semiconductor equipment, automation, and hydrogen energy, suggesting a favorable outlook for leading companies in these areas [6][25][26]. Summary by Sections Humanoid Robots - Recent developments include the launch of the first domestic AI-powered exoskeleton robot by Zhiyuan, which features advanced technology for various applications [7]. - The first batch of 220 humanoid robots was delivered by Chery, showcasing their capabilities in customer service and sales guidance [17]. - The World Humanoid Robot Sports Competition is set to take place in August, highlighting the growing interest and innovation in the humanoid robotics field [23]. Photovoltaic Equipment - The penetration rate of N-type photovoltaic technology is accelerating, strengthening the competitive edge of leading companies [25]. - The report suggests focusing on companies that are innovating in cost-reduction technologies and expanding production capacity [25]. Energy Storage - Favorable policies are expected to drive growth in both generation-side and user-side energy storage [25]. - Companies like Xingyun Co. are positioned to benefit from strategic partnerships in the energy storage sector [25]. Semiconductor Equipment - The semiconductor equipment market is projected to reach $140 billion by 2030, with a focus on domestic alternatives due to low current localization rates [26]. - The report recommends monitoring companies that are well-positioned to capitalize on this trend [26]. Automation - The market for industrial tools is expected to grow from approximately 40 billion to 55.7 billion by 2026, with opportunities for leading companies to gain market share through increased concentration and import substitution [26]. Hydrogen Energy - The report highlights the potential of green hydrogen in achieving carbon neutrality, with a focus on companies that integrate the hydrogen supply chain [25].

近日，匈牙利人工智能部部长、总理首席科技顾问帕尔科维奇.拉斯洛教授率领匈牙利政府高级代表团 一行到访福建星云电子股份有限公司，与星云股份团队围绕锂电池检测技术、锂电池智能制造以及新能 源产业链相关领域的潜在合作展开深度交流，双方均期待保持后续的互动交流，探寻互利共赢的发展契 机。(人民财讯) ...

证券简称：星云股份 证券代码：300648 3.高管您好，能否请您介绍一下本期行业整体和行业内其 他主要企业的业绩表现？谢谢。 福建星云电子股份有限公司 2024年度业绩说明会 投资者活动关系记录表 编号：2025-002 答：感谢您的关注，本期行业整体情况可参阅公司披露的 《2024 年年度报告》"第三节 一、报告期内公司所处行 业情况" ，行业内其他企业的业绩表现可查阅其他上市 公司披露的定期报告。 4.您好，请问公司再融资项目完成了吗？ 答：感谢您的关注，公司已完成再融资项目，详情请查阅 公司已披露的公告。 5.高管您好，请问贵公司未来盈利增长的主要驱动因素有 哪些？谢谢。 | 投资者关系活动类别 | 特定对象调研 分析师会议 媒体采访 | | | --- | --- | --- | | | □路演活动 业绩说明会 | □新闻发布会 | | | □现场参观 其他 | | | 参与单位名称 | 星云股份2024年度业绩说明会采用网络远程方式进行，面 | | | 及人员姓名 | 向全体投资者 | | | 时间 | 2025年4月30日15:00-17:00 | | | 地点 | 深圳证券交易所"互 ...

2024 年营业收入普遍下滑，部分公司出现亏损 ： 大多数公司 2024 年营业收入同比出现 20%-50% 的 降幅， 仅 曼恩斯特、星云股份和纳科诺尔 等少数公司保持正增长。 利润方面， 大多数公司出于谨慎原则计提了较高减值，导致归母净利润同比降幅相较收入降幅扩大， 海 目星、利元亨、金银河和星云股份 等公司出现了亏损。 业绩下滑反映了 2024 年国内锂电下游市场需求 放缓，客户设备验收节奏有所延迟的情况。 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：鑫椤锂电 锂电设备公司已经于近期陆续公布了 2024 年及 2025 年一季度的财报。 #鑫椤锂电 整理了主要锂电设 备公司的营业收入和归母净利润表格如下。 | 公司名称 | | 营业收入 | | | 明母冷却酒 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 2024 (亿元) | 同比 | Q125 (1Z7C) | 目比 | 2024 (1770) | 同比 | Q125 (177) | 同比 | | 先导 ...

Group 1: Company Performance - In 2024, the company's revenue reached 1.091 billion yuan, representing a year-on-year growth of 20.33% [2] - The gross profit margin improved, and accounts receivable and operating cash flow saw significant enhancement, with the growth rate of expenses being lower than that of revenue [2] Group 2: Research and Development - The company has streamlined its workforce and reduced costs while maintaining continuous investment in R&D, leading to significant efficiency improvements [2] - The main sources of R&D validation testing include customer testing demands (highest proportion), new materials or suppliers, and customized testing for different automotive clients [4] Group 3: Market Outlook - Recent recovery in downstream customer demand, combined with advancements in new battery technologies, is expected to positively impact the company's business outlook [3] - The implementation of new safety regulations for electric vehicle batteries will expand the demand for testing services, benefiting the company's testing equipment business [3] Group 4: Safety and Risk Management - Effective detection methods can provide early warnings to prevent battery self-ignition risks, allowing for timely interventions before reaching critical states [4] Group 5: Strategic Partnerships and International Expansion - The company is actively pursuing overseas business opportunities, collaborating with leading enterprises in the solid-state battery sector and adapting testing solutions for various clients [5] - In light of U.S. tariff sanctions, the company continues to develop relationships with clients in Europe and other regions while monitoring policy developments [5]

一、主要会计数据和财务指标 | 报告期指标 | 2025年一季报 | 2024年一季报 | 本年比上年增减(%) | 2023年一季报 | | --- | --- | --- | --- | --- | | 基本每股收益（元） | -0.0272 | -0.1868 | 85.44 | -0.2258 | | 每股净资产（元） | 5.18 | 5.65 | -8.32 | 6.95 | | 每股公积金(元) | 4.06 | 4.13 | -1.69 | 4.16 | | 每股未分配利润(元) | -0.11 | 0.29 | -137.93 | 1.57 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 2.29 | 1.88 | 21.81 | 1.57 | | 净利润(亿元) | -0.04 | -0.28 | 85.71 | -0.33 | | 净资产收益率(%) | -0.52 | -3.26 | 84.05 | -3.21 | 数据四舍五入，查看更多财务数据>> 二、前10名无限售条件股东持股情况 前十大流通股东累计持有： 3013.76万股，累计占流通 ...

Financial Performance - The company's revenue for Q1 2025 was ¥228,541,091.99, representing a 21.26% increase compared to ¥188,467,749.93 in the same period last year[5]. - The net loss attributable to shareholders decreased to ¥4,022,319.88, an improvement of 85.43% from a loss of ¥27,601,202.70 in the previous year[5]. - Operating profit for the current period was reported at -¥3,383,707.70, an improvement from -¥27,232,966.59 in the previous period[24]. - Net profit for the current period was -¥4,036,710.93, compared to -¥27,992,796.38 in the previous period, indicating a significant reduction in losses[24]. - The total comprehensive income for the period was -3,920,352.81 yuan, compared to -27,954,605.93 yuan in the previous period[25]. Cash Flow - The net cash flow from operating activities was ¥48,061,704.38, a significant increase of 274.73% compared to -¥27,506,023.11 in the same period last year[12]. - Cash received from sales of goods and services was 289,971,501.88 yuan, an increase from 263,742,927.04 yuan in the previous period[27]. - Cash paid for goods and services was 118,789,081.95 yuan, down from 159,773,676.47 yuan in the previous period[28]. - Cash flow from investing activities was -10,636,586.84 yuan, worsening from -5,149,238.52 yuan in the previous period[28]. - Cash flow from financing activities was -8,948,073.46 yuan, compared to a positive 14,642,008.94 yuan in the previous period[28]. - The ending balance of cash and cash equivalents was 116,023,965.84 yuan, down from 139,210,049.71 yuan in the previous period[28]. - The company received 346,797,056.94 yuan in cash from borrowings, up from 249,326,063.11 yuan in the previous period[28]. Assets and Liabilities - The total assets at the end of the reporting period were ¥2,110,337,983.88, showing a slight increase of 0.40% from ¥2,101,842,407.29 at the end of the previous year[5]. - Total liabilities increased to ¥1,344,268,196.78 from ¥1,331,852,267.38, reflecting a rise of 0.9%[21]. - Current assets totaled ¥1,186,374,579.99, a slight increase from ¥1,172,525,820.63[21]. - Long-term borrowings increased significantly by 183.72% to ¥122,000,000.00 from ¥43,000,000.00 at the end of the previous year[10]. Shareholder Information - The total number of common shareholders at the end of the reporting period is 18,435[15]. - Major shareholder Li Youcai holds 14.97% of shares, amounting to 22,124,190 shares, with 7,436,192 shares pledged[15]. - Major shareholder Liu Zuobin holds 11.36% of shares, amounting to 16,782,152 shares, with 8,359,192 shares pledged[15]. - The company has not disclosed any changes in the top 10 shareholders due to securities lending activities[16]. - The company plans to extend the agreement between major shareholders Li Youcai and Liu Zuobin until October 2027[15]. Equity and Earnings - The company's basic earnings per share improved to -¥0.0272, an increase of 85.44% from -¥0.1868 in the same period last year[5]. - The total equity attributable to shareholders decreased slightly by 0.51% to ¥765,400,995.81 from ¥769,306,957.57 at the end of the previous year[5]. - The company reported a significant increase in contract liabilities by 83.12% to ¥79,644,679.06, up from ¥43,493,474.34 at the end of the previous year[10]. - The company recorded a substantial increase in other comprehensive income by 316.05% to ¥153,174.87, compared to ¥36,816.75 at the end of the previous year[10]. Research and Development - Research and development expenses were reported at ¥35,300,252.92, down from ¥43,009,719.15, a decrease of 17.9%[24]. Miscellaneous - The company raised a total of RMB 636,999,996.16 from issuing 26,497,504 shares at a price of RMB 24.04 per share, with a net amount of RMB 627,550,798.00 after deducting issuance costs[16]. - The company’s stock issuance to specific investors was officially listed on April 18, 2025[17]. - The company did not undergo an audit for the first quarter report[30].

证券代码：300648 证券简称：星云股份 公告编号：2025-038 福建星云电子股份有限公司 关于注销部分募集资金专项账户的公告 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。 州五一支行、中国民生银行股份有限公司福州闽都支行、招商银行股份有限公司 福州分行营业部、中信银行股份有限公司福州分行签订了《募集资金三方监管协 议》，明确了各方的权利和义务，上述《募集资金三方监管协议》与深圳证券交 易所的《募集资金三方监管协议》范本不存在重大差异。公司在使用募集资金的 时候，严格履行相应的申请和审批手续，同时及时知会保荐机构，随时接受保荐 代表人的监督。 一、募集资金基本情况 经中国证券监督管理委员会《关于同意福建星云电子股份有限公司向特定对 象发行股票注册的批复》（证监许可﹝2020﹞2642号）同意注册，福建星云电子 股份有限公司（以下简称公司）向特定对象发行人民币普通股（A股）12,383,896 股，每股面值为1.00元（人民币，币种下同），发行价格为32.30元/股，募集资金 总额为399,999,840.80元，扣除与发行相关的费用（不含税）11,59 ...

福建星云电子股份有限公司 关于 2025 年第一季度报告披露的提示性公告 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。 2025 年 4 月 24 日，福建星云电子股份有限公司（以下简称公司）召开第四 届董事会第十六次会议，审议通过了《关于<2025 年第一季度报告>的议案》。公 司《2025 年第一季度报告》于 2025 年 4 月 26 日在中国证券监督管理委员会指 定的创业板信息披露网站巨潮资讯网（http://www.cninfo.com.cn）上披露，敬请 投资者注意查阅。 证券代码：300648 证券简称：星云股份 公告编号：2025-036 福建星云电子股份有限公司 特此公告。 董 事 会 二〇二五年四月二十六日 ...