Market Overview - The specialized equipment sector increased by 0.59% on January 19, with Qiangrui Technology leading the gains [1] - The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] Top Gainers in Specialized Equipment Sector - Qiangrui Technology (301128) closed at 113.68, up 16.00%, with a trading volume of 133,000 shares and a transaction value of 1.471 billion [1] - Huayan Precision Machinery (301138) closed at 46.95, up 10.55%, with a trading volume of 107,100 shares and a transaction value of 498 million [1] - Standard Shares (600302) closed at 13.31, up 10.00%, with a trading volume of 335,500 shares and a transaction value of 420 million [1] - Other notable gainers include Zhongjie Resources (002021) up 9.85% and Yansikai (300521) up 9.82% [1] Top Losers in Specialized Equipment Sector - Nanxing Co. (002757) closed at 19.91, down 6.96%, with a trading volume of 579,200 shares and a transaction value of 1.152 billion [2] - Hejian Dunning (603011) closed at 26.88, down 6.70%, with a trading volume of 584,000 shares and a transaction value of 1.576 billion [2] - Other significant losers include Zhanpeng Technology (603488) down 5.88% and Aerospace Engineering (603698) down 4.86% [2] Capital Flow Analysis - The specialized equipment sector experienced a net outflow of 1.391 billion from institutional investors and 189 million from retail investors, while retail investors saw a net inflow of 1.58 billion [2] - Notable stocks with significant capital inflow include Tianqi Co. (002009) with a net inflow of 171 million from institutional investors [3] - Other stocks with notable capital movements include Jerey Co. (002353) and Zhongjie Resources (002021), both showing varying degrees of net inflow and outflow from different investor categories [3]

Core Viewpoint - The report highlights the continuous growth and optimization of the supply-demand structure in the Chinese electric vehicle (EV) industry, supported by favorable policies and strong market demand [2][3]. Industry Performance - In December, China's monthly production and sales of new energy vehicles reached 1.718 million and 1.71 million units, respectively, marking year-on-year increases of 12.3% and 7.2% [2][3]. - For the entire year of 2025, cumulative production and sales are projected to reach 16.626 million and 16.49 million units, reflecting year-on-year growth of 29% and 28.2% [2][3]. - New energy vehicle sales are expected to account for 47.9% of total new car sales in the market [2][3]. Supply and Demand Dynamics - The supply side is characterized by the continuous introduction of new products from battery and main engine manufacturers, with positive feedback from demand [2][3]. - The industry has experienced significant price declines, leading to reduced capital expenditures, while the supply-demand balance is improving [2][3]. - The industry is actively optimizing capacity and supply, aiming to stabilize prices and ensure profitability for enterprises [2][3]. Price Trends - The report indicates that the prices within the industry are at a bottom level and are beginning to stabilize and recover [2][3]. - Strong demand and tight supply for certain materials, such as lithium carbonate and lithium iron phosphate, are leading to price increases [2][3]. Investment Strategy - The report maintains a "recommended" rating for the new energy vehicle industry, emphasizing the selection of companies that are expected to deliver excess returns [3]. - Focus areas for investment include robotics, solid-state batteries, battery materials, and liquid cooling technologies [3][4]. Industry Dynamics - Recent price movements in the supply chain include lithium carbonate prices rising to 157,900 CNY/ton, an increase of 12.7% from the previous week [6]. - The Ministry of Industry and Information Technology plans to accelerate breakthroughs in solid-state battery technology by 2026 [7].

Core Insights - The report highlights the continuous optimization of the supply-demand structure in the new energy vehicle (NEV) industry, supported by favorable policies and strong demand feedback, leading to a recovery in prices across the industry chain [3][4] - The report maintains a "recommended" rating for the NEV industry, emphasizing the potential for excess returns in sectors such as solid-state batteries, autonomous driving, and battery materials [4] - The lithium price has seen significant increases, with carbonate lithium and hydroxide lithium prices rising by 12.7% and 12.8% respectively, indicating a bullish trend in the industry [5][34] Market Tracking - In December, China's NEV production and sales reached 1.718 million and 1.71 million units respectively, marking year-on-year increases of 12.3% and 7.2% [3][49] - The NEV market accounted for 47.9% of total new car sales in 2025, reflecting a 7 percentage point increase from the previous year [3][49] - The report notes that the NEV index, lithium battery index, and charging pile index have shown positive growth, with respective weekly increases of 1.29%, 1.50%, and 3.16% [5][22] Lithium Battery Industry Price Tracking - The report details that lithium carbonate prices have increased to 157,900 CNY/ton, while lithium hydroxide prices reached 148,900 CNY/ton, both reflecting significant weekly increases [34][37] - The price of phosphoric iron lithium has risen to 52,400 CNY/ton, up 11.3% from the previous week, indicating strong demand in this segment [34][37] - The report also notes stable prices for aluminum-plastic films and separators, with no significant changes observed [37] Industry Dynamics - The report mentions that the Ministry of Industry and Information Technology aims to accelerate breakthroughs in solid-state battery technology and autonomous driving by 2026 [6][67] - Key developments include the launch of L3-level autonomous driving trials by BAIC New Energy and a partnership between Yuanrong Qixing and an international OEM for L3-level technology [6][67] - The report emphasizes the importance of enhancing the self-controllable capabilities of the supply chain and accelerating the development of key technologies in the NEV sector [67] Key Company Announcements - Haopeng Technology forecasts a revenue of 5.7 to 6 billion CNY for 2025, with a net profit increase of 113.69% to 141.09% [71] - The company plans to invest approximately 1.2 billion CNY in solid-state battery production, aiming to capitalize on the growth opportunities in the sector [72] - The report highlights a significant procurement agreement between Rongbai Technology and CATL for the supply of phosphoric iron lithium materials, valued at over 120 billion CNY [72]

Core Viewpoint - Strong瑞 Technology announced the approval of several key proposals at its first extraordinary shareholders' meeting of 2026, indicating a strategic focus on stock options and restricted stock incentive plans for 2025 [2] Group 1 - The company held its first extraordinary shareholders' meeting of 2026 on January 13 [2] - The meeting approved the proposal regarding the stock option and restricted stock incentive plan for 2025 [2] - The company is seeking authorization from shareholders for the board to handle matters related to the 2025 incentive plan [2]

证券日报网讯 1月13日，强瑞技术在互动平台回答投资者提问时表示，截至2026年1月9日收盘，公司股 东总户数为18183户。 （文章来源：证券日报） 证券日报网讯 1月13日，强瑞技术在互动平台回答投资者提问时表示，截至2026年1月9日收盘，公司股 东总户数为18183户。 （文章来源：证券日报） ...

Core Viewpoint - Strong瑞 Technology (301128) reported that as of December 31, 2025, the total number of shareholders is expected to be 17,748 [1] Summary by Relevant Categories - Company Information - Strong瑞 Technology anticipates having a total of 17,748 shareholders by the end of 2025 [1]

北京市金杜（广州）律师事务所 关于深圳市强瑞精密技术股份有限公司 2026 年第一次临时股东会的法律意见书 致：深圳市强瑞精密技术股份有限公司 9． 其他会议文件。 公司已向本所保证，公司已向本所披露一切足以影响本法律意见书出具的事 实并提供了本所为出具本法律意见书所要求公司提供的原始书面材料、副本材料、 复印材料、承诺函或证明，并无隐瞒记载、虚假陈述和重大遗漏之处；公司提供给 本所的文件和材料是真实、准确、完整和有效的，且文件材料为副本或复印件的， 其与原件一致和相符。 在本法律意见书中，本所仅对本次股东会召集和召开的程序、出席本次股东会 人员资格和召集人资格及表决程序、表决结果是否符合有关法律、行政法规、《股 东会规则》和《公司章程》的规定发表意见，并不对本次股东会所审议的议案内容 以及该等议案所表述的事实或数据的真实性和准确性发表意见。本所仅根据现行 有效的中国境内法律法规发表意见，并不根据任何中国境外法律发表意见。 北京市金杜（广州）律师事务所（以下简称本所）接受深圳市强瑞精密技术股 份有限公司（以下简称公司）委托，根据《中华人民共和国证券法》（以下简称《证 券法》）、《中华人民共和国公司法》（以下简 ...

证券代码：301128 证券简称：强瑞技术 公告编号：2026-009 一、会议召开和出席的情况 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 1、本次股东会未出现否决议案的情况； 2、本次股东会不涉及变更以往股东会已通过决议的情况。 深圳市强瑞精密技术股份有限公司 2026 年第一次临时股东会决议公告 （一）会议召开时间 （1）现场会议召开时间：2026 年 1 月 13 日（星期二）14:30 （2）网络投票时间： 其中：①通过深圳证券交易所交易系统进行网络投票的具体时间为 2026 年 1 月 13 日（星期二）9:15-9:25、9:30-11:30，13:00-15:00； ②通过深圳证券交易所互联网投票系统投票的具体时间为：2026 年 1 月 13 日（星期二）9:15 至 15:00 期间的任意时间。 （二）会议地点：深圳市龙华区观澜街道新澜社区观光路 1301-11 号银星科 技园银星智谷 S 栋三楼大会议室。 （三）召开方式：本次会议采用现场投票和网络投票相结合的方式召开。 （四）召集人：公司董事会 （五）主持人：董事长尹高斌 ...

深圳市强瑞精密技术股份有限公司 证券代码：301128 证券简称：强瑞技术 公告编号：2026-010 关于为子公司提供担保的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 一、综合授信及担保事项概述 深圳市强瑞精密技术股份有限公司（以下简称"公司"）于 2025 年 12 月 12 日召开的第三届董事会第六次（临时）会议、2025 年 12 月 31 日召开的 2025 年第五次临时股东会审议通过了《关于 2026 年度综合授信额度预计及授权的议 案》，同意在 2026 年度公司、子公司及参股公司拟向银行等金融机构申请授信 额度总计为人民币 200,000 万元整（最终以银行实际审批的授信额度为准），具 体融资金额视上述主体运营资金实际需求确定。 前述会议同时审议通过了《关于 2026 年度担保额度预计及授权的议案》， 同意 2026 年 1 月 1 日至 2026 年 12 月 31 日期间在合并报表范围内，由公司为子 公司或参股公司、有条件的子公司为公司的其他子公司或母公司提供金融担保， 金融担保额度预计不超过人民币 70,000 万元整。其中 ...

Core Viewpoint - The report highlights a significant outflow of main capital from various stocks in the Shanghai and Shenzhen markets, with 387 stocks experiencing net outflows for five consecutive days or more, indicating potential investment risks in these companies [1][2][3][4]. Group 1: Main Capital Outflow Statistics - The stock with the longest continuous net outflow is Dameng Data, with 23 days of outflows [1]. - Daqin Railway follows with 20 days of net outflows, totaling 2.711 billion yuan [1]. - The total net outflow for Daqin Railway over 20 days is the highest at 2.711 billion yuan, while Xiechuang Data has a net outflow of 1.914 billion yuan over five days [1][2]. Group 2: Stocks with Significant Outflows - The top stocks by net outflow duration include: - Daqin Railway: 20 days, 2.711 billion yuan, 18.68% of trading volume, -6.22% cumulative change [1]. - Dameng Data: 23 days, 0.503 billion yuan, 7.58% of trading volume, 14.15% cumulative change [2]. - Haima Automobile: 12 days, 1.626 billion yuan, 8.26% of trading volume, -18.59% cumulative change [1]. Group 3: Other Notable Stocks - Other stocks with notable outflows include: - Wuzhou Xinchun: 5 days, 1.574 billion yuan, 5.24% of trading volume, 11.62% cumulative change [1]. - Dongshan Precision: 6 days, 1.512 billion yuan, 6.91% of trading volume, -6.80% cumulative change [1]. - Shengtai Electronics: 10 days, 1.377 billion yuan, 8.47% of trading volume, -8.71% cumulative change [1].