中一科技8月14日股价报收31.05元，较前一交易日下跌1.99%。当日成交量为146140手，成交金额达 4.53亿元。 8月14日，中一科技主力资金净流出4038.23万元，占流通市值的1.1%。近五个交易日，主力资金累计净 流出1645.49万元，占流通市值的0.45%。 风险提示：以上内容仅供参考，不构成投资建议。股市有风险，投资需谨慎。 中一科技主营业务为锂电铜箔的研发、生产和销售，产品主要应用于新能源汽车动力电池、储能电池等 领域。公司是专业从事高性能电子铜箔研发生产的企业。 数据显示，中一科技最新股东户数为18402户，较上期减少14.16%，已连续三期下降。在股东户数连续 下降的个股中，中一科技降幅位居前列。 ...

——固态电池专题（二） 民生电新 邓永康团队 证券研究报告 * 请务必阅读最后一页免责声明 2025年08月14日 无负极技术：负极的终局路线 证券研究报告 * 请务必阅读最后一页免责声明 目录 02 无负极技术的产业进展 03 相关标的 01 无负极技术概念 04 风险提示 C O N T E N T S 1 1 摘要 证券研究报告 2 * 请务必阅读最后一页免责声明 • 无负极电池负极集流体表面不预置活性材料，锂离子从正极脱出后，直接在集流体表面沉积与剥离，区别于传统石墨和锂金属 电池。该技术具备更高能量密度与更低的成本，但面临锂枝晶生长和 SEI 膜破裂重组导致的死锂问题，主要解决方向集中在集 流体改性、电解液优化、人工SEI膜构建及补锂技引入四个方面。 • 在产业进展方面，宁德时代于2025年4月推出"自生成负极"技术，在提升能量密度与循环寿命方面表现显著。该技术通过纳 米级界面层提高离子传导速度百倍，将锂沉积粒径提升10倍，并构建自保护层以抑制副反应，显著增强电池稳定性。比亚迪公 开了一项无负极电池专利，采用多孔海绵状集流体，亲锂性由一面向另一面逐步增强，并掺杂锂、钠、镁等亲锂金属元素，显 著降低电 ...

截至2025年8月11日收盘，中一科技股价报27.31元，较前一交易日上涨0.40%，成交额1.89亿元。 中一科技主营业务为锂电铜箔的研发、生产和销售，产品主要应用于新能源汽车动力电池、储能电池等 领域。公司所属板块包括电池、复合集流体、固态电池等。 最新数据显示，截至8月10日，中一科技股东户数为18402户，较7月31日减少3036户，环比下降 14.16%，股东户数连续三期下降。此外，公司一季度营业收入同比增长29.73%，净利润亏损收窄至 322.42万元。 8月11日主力资金净流出76.10万元，近五日主力资金累计净流出7608.61万元。 风险提示：股市有风险，投资需谨慎。 ...

证券日报网讯中一科技（301150）8月8日在互动平台回答投资者提问时表示，截至2025年7月18日，公 司股东总户数25802户。 ...

（文章来源：证券日报） 证券日报网讯中一科技8月8日在互动平台回答投资者提问时表示，截至2025年7月10日，公司股东总户 数27443户。 ...

证券代码：301150 证券简称：中一科技 公告编号：2025—045 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、担保情况概述 湖北中一科技股份有限公司（以下简称"公司"）分别于 2025 年 4 月 23 日召开 第三届董事会第二十次会议及第三届监事会第十五次会议、于 2025 年 5 月 15 日召 开 2024 年年度股东大会，审议通过了《关于公司及子公司申请银行授信并提供担保 的议案》，同意公司及子公司（包括后续新设子公司，下同）未来十二个月内向商业 银行等金融机构申请不超过人民币 50 亿元（含本数）的授信额度，授信种类包括各 类贷款、承兑、贴现、保理、融资租赁及其他融资等，具体以和银行签署的书面合同 为准，授信期限内授信额度可循环使用；公司及子公司为上述综合授信总额度内的贷 款提供不超过 40 亿元（含本数）的担保，担保方式含公司为子公司提供担保，其中 预计为资产负债率 70%以下的下属子公司提供的担保累计不超过 28 亿元（含本数）， 预计为资产负债率 70%以上的下属子公司提供的担保累计不超过 12 亿元（含本数）。 具体内容详见公司 ...

Core Viewpoint - The PET copper foil sector has shown a significant increase of 4.03% as of July 28, ranking third among concept sectors, with 42 stocks rising, including notable gains from Fangbang Co. and Tongguan Copper Foil, which hit the 20% limit up [1] Group 1: Market Performance - The PET copper foil concept saw a net inflow of 421 million yuan from main funds, with 26 stocks experiencing net inflows, and 6 stocks exceeding 50 million yuan in net inflow [1] - The top net inflow stock was Tongguan Copper Foil, with a net inflow of 123 million yuan, followed by Shengli Precision and Guanghua Technology with net inflows of 117 million yuan and 86.4 million yuan respectively [1] - The overall performance of the PET copper foil sector was strong, with several stocks achieving significant daily gains, including DeFu Technology and Zhongyi Technology, which rose by 12.14% and 9.80% respectively [1] Group 2: Fund Flow Ratios - The leading stocks in terms of fund inflow ratios included Shengli Precision, Dazhongnan, and Fangbang Co., with net inflow rates of 15.32%, 10.43%, and 9.76% respectively [2] - The detailed fund inflow data showed that Tongguan Copper Foil had a daily turnover rate of 10.83% and a net inflow of 123.41 million yuan, indicating strong investor interest [2] - Other notable stocks with significant fund inflow ratios included Guanghua Technology and Longyang Electronics, with net inflow rates of 8.58% and 8.72% respectively [2][3]

Group 1 - The A-share PET copper foil sector is experiencing a volatile upward trend, with companies like Tongguan Copper Foil and Liyuanheng both rising over 6% [1] - Other companies such as Zhongyi Technology, Shuangxing New Materials, and Sanfu New Materials are also seeing increases in their stock prices [1]

Group 1 - The core viewpoint of the article is that the company has successfully achieved production and sales of its high-frequency, high-speed copper foil products, indicating a significant milestone in its operational capabilities [1] - The company plans to continue its efforts in technological innovation, research and development, and iterative upgrades related to these products, showcasing its commitment to maintaining a competitive edge in the market [1]

Core Insights - The solid-state battery index decreased by 0.8% from June 30 to July 4, with a cumulative increase of 18.2% expected by 2025, outperforming the CSI 300 index which is projected to increase by 17.0% [1][4] - Among the solid-state battery-related stocks, the average decline was 1.3%, with only the current collectors segment showing an increase of 7.0% [1][4] Stock Performance - Top five gainers: Zhongyi Technology (+21.1%), Defu Technology (+21.0%), Honggong Technology (+21.0%), Yuanhang Precision (+12.2%), and Jiayuan Technology (+6.7%) [1][4] - Top five losers: Yinglian Co. (-17.7%), Nuode Co. (-12.9%), Tianji Co. (-11.3%), Jinlongyu (-9.2%), and Zhonglun New Materials (-8.5%) [1][4] Industry Developments - Shanghai Xiba plans to participate in the auction for Yuyuan Rare Earth's lithium sulfide business assets [2] - Several companies have secured orders for solid-state battery copper foil products, including Defu Technology with a significant order from a leading power battery customer [2] - Anwa Technology has successfully launched the first GWh-level solid-state battery production line, marking a significant advancement in solid-state battery development [2] - The industry is transitioning from laboratory stages to mass production validation, with expectations for small batch vehicle testing by the end of 2025 and widespread testing in 2026-2027 [2]