人民财讯11月3日电，星云股份（300648）11月3日公告，持股9.5%的董事江美珠、持股6.27%的股东汤 平计划以集中竞价或大宗交易等方式分别减持本公司股份不超过413.82万股(即不超过公司总股本的 2.37%)，不超过261.42万股(即不超过公司总股本的1.5%)。 ...

Group 1 - The company Nebula Co., Ltd. (SZ 300648) announced plans for share reduction by its directors, with Jiang Meizhu intending to reduce up to approximately 4.14 million shares (2.37% of total share capital) and shareholder Tang Ping planning to reduce up to approximately 2.61 million shares (1.5% of total share capital) within a specified period from November 26, 2025, to February 25, 2026 [1][1][1] - For the first half of 2025, Nebula Co., Ltd.'s revenue composition was as follows: equipment manufacturing accounted for 90.25%, testing services for 9.66%, and other businesses for 0.1% [1][1][1] - As of the report date, Nebula Co., Ltd. had a market capitalization of 7.4 billion yuan [1][1][1]

Core Viewpoint - The company Nebula Co., Ltd. (300648.SZ) announced that its director Jiang Meizhu and a major shareholder Tang Ping plan to reduce their holdings in the company [1] Summary by Category Shareholder Actions - Director Jiang Meizhu intends to reduce her shareholding by a total of no more than 4.1382 million shares, which accounts for up to 2.37% of the company's total share capital [1] - Major shareholder Tang Ping plans to reduce his shareholding by a total of no more than 2.6142 million shares, representing up to 1.50% of the company's total share capital [1]

Core Viewpoint - The company Nebula Co., Ltd. (300648.SZ) announced that its director Ms. Jiang Meizhu and a major shareholder Mr. Tang Ping plan to reduce their holdings in the company [1] Summary by Category Shareholder Actions - Director Ms. Jiang Meizhu intends to reduce her shareholding by a maximum of 4.1382 million shares, which accounts for up to 2.37% of the company's total share capital [1] - Major shareholder Mr. Tang Ping plans to reduce his shareholding by a maximum of 2.6142 million shares, representing up to 1.50% of the company's total share capital [1]

星云股份公告称，董事江美珠及持股5%以上股东汤平因个人资金需求，计划自公告披露15个交易日后3 个月内（2025年11月26日至2026年2月25日）减持。江美珠持有16,552,934股（占总股本9.50%），拟减 持不超4,138,233股（占总股本2.37%）；汤平持有10,924,137股（占总股本6.27%），拟减持不超 2,614,221股（占总股本1.50%）。本次减持或有时间、数量、价格及是否完成的不确定性，对公司经营 无不利影响。 ...

证券代码：300648 证券简称：星云股份 公告编号：2025-068 福建星云电子股份有限公司 关于公司董事及持股 5%以上股东减持股份的预披露公告 公司董事江美珠女士及持股 5%以上股东汤平先生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。 福建星云电子股份有限公司（以下简称公司）于近日分别收到公司董事江美 珠女士及持股 5%以上股东汤平先生出具的《股份减持计划告知函》，现将有关情 况公告如下： 一、股东的基本情况 1、股东名称：江美珠、汤平 2、股东持股情况 （1）截至本公告披露日，股东江美珠女士直接持有公司股份 16,552,934 股， 占公司总股本的 9.50%。江美珠女士现任公司董事。 （2）截至本公告披露日，汤平先生直接持有公司股份 10,924,137 股，占公司 总股本的 6.27%。 二、股东本次减持计划的主要内容及承诺履行情况 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： 1、持有本公司股份 16,552,934 股（占本公司总股本比例 9.50%）的公司董事 江美珠女士计划于本公告披露之日起 15 个交易日后的 3 ...

Core Viewpoint - Xingyun Co., Ltd. is a leading enterprise in the lithium battery equipment sector, specializing in the research, production, and sales of lithium battery testing systems, with a comprehensive service capability across the entire industry chain [1] Group 1: Business Performance - In Q3 2025, Xingyun's revenue reached 851 million yuan, ranking 11th in the industry, significantly lower than the top competitor, Xianlead Intelligent, which reported 10.44 billion yuan [2] - The main business revenue composition includes lithium battery equipment at 422 million yuan (75.78%), other products at 80.73 million yuan (14.50%), testing services at 53.77 million yuan (9.66%), and rental income at 0.3931 million yuan (0.07%) [2] - The net profit for the same period was -35.08 million yuan, placing the company 15th in the industry, again trailing behind major competitors [2] Group 2: Financial Ratios - As of Q3 2025, Xingyun's debt-to-asset ratio was 49.63%, down from 62.69% year-on-year, and below the industry average of 57.48%, indicating strong solvency [3] - The gross profit margin stood at 32.61%, slightly lower than the previous year's 34.60%, but still above the industry average of 25.79%, reflecting a competitive edge in profitability [3] Group 3: Management and Shareholder Information - The chairman, Li Youcai, received a salary of 689,800 yuan in 2024, a decrease of 143,300 yuan from 2023 [4] - The number of A-share shareholders increased by 4.87% to 16,400 as of September 30, 2025, while the average number of shares held per shareholder decreased by 4.64% [5] Group 4: Industry Outlook and Strategic Initiatives - According to Zhonghang Securities, the core logic for Xingyun's performance includes a recovery in its main business, narrowing losses, and improved management of expenses and cash flow [6] - The lithium battery industry remains robust, benefiting from high growth in global electric vehicle and energy storage market sales [6] - The company is actively expanding into new areas, including solid-state batteries and AI applications for battery health monitoring, transitioning from a pure equipment manufacturer to an AI application enterprise [6]

Group 1: Financial Performance - The company's revenue for Q3 is approximately 300 million yuan, with a cumulative revenue of 800 million yuan for the first three quarters, showing growth compared to the same period last year [2] - Revenue from the equipment sector increased by 8.5% year-on-year, attributed to the expansion of new clients in East and South China [2] Group 2: Electric Vehicle Battery Services - The company’s electric vehicle battery testing service center utilizes advanced battery testing equipment and the proprietary "Battery Health AI Model" to provide professional battery health testing services [3] - The battery after-service market includes collaborations with insurance companies, used car assessment agencies, and regulatory authorities, covering electric vehicles, electric two-wheelers, energy storage, electric aircraft, and robotics [3] Group 3: Solid-State Battery Development - Solid-state batteries are a key focus area, with the company establishing deep partnerships with leading lithium battery enterprises and maintaining long-term collaborations with emerging solid-state battery companies [3] Group 4: Contract Liabilities and Order Status - The increase in contract liabilities primarily reflects customer prepayments, indicating the status of current orders [3] - The delivery schedule for equipment varies by type, but the overall inventory turnover cycle remains stable [3]

Core Viewpoint - The solid-state battery concept stocks experienced a significant surge on October 30, with multiple companies reaching their daily price limits and others showing substantial gains [1]. Group 1: Stock Performance - Penghui Energy (300438) saw a price increase of 20.00%, reaching 48.59, with a net buying volume of 1.73 million [2]. - Haike New Energy (301292) rose by 14.00%, with a current price of 31.59 and a net buying volume of 3.94 million [2]. - XWANDA (300207) increased by 9.90%, priced at 36.52, with a net buying volume of 0.17 million [2]. - Tianji Co., Ltd. (002759) experienced a 10.00% rise, reaching 28.04, with a net buying volume of 2.87 million [2]. - Shida Shenghua (603026) also increased by 10.00%, with a current price of 63.59 and a net buying volume of 0.74 million [2]. - Other notable performers include Keheng Co., Ltd. (300340) up by 8.67%, Huasheng Lithium Battery (688353) up by 7.97%, and Changhong Energy (920239) up by 7.72% [2].

Core Insights - The company, Xingyun Co., Ltd. (300648.SZ), reported a revenue of 851 million yuan for the first three quarters of 2025, reflecting a year-on-year growth of 6.23% [1] - The net loss attributable to shareholders of the listed company was 34.9867 million yuan [1] - The net loss attributable to shareholders, excluding non-recurring gains and losses, was 49.4952 million yuan [1] - The basic loss per share was 0.2153 yuan [1]