Workflow
JinYang(301210)
icon
Search documents
研判2025!中国电芯外壳行业产业链全景、运行现状、企业格局及未来发展趋势分析:双轮驱动下百亿赛道加速扩张,方圆柱软包多元竞逐激活细分潜能[图]
Chan Ye Xin Xi Wang· 2025-12-13 02:24
Core Insights - The article emphasizes the critical role of battery cell shells as protective structures for internal electrochemical materials, highlighting their importance in safety, sealing, heat dissipation, and resistance to internal expansion [1][2] - The market for battery cell shells is projected to reach approximately 28.1 billion yuan in 2024 and is expected to grow to 37.4 billion yuan by 2025, driven by the demand from electric vehicles, energy storage, and consumer electronics [1][7] Industry Overview - Battery cell shells serve as the "armor" for cells, protecting key components like the anode, cathode, separator, and electrolyte from physical damage and environmental factors [2][4] - The industry chain is tightly interconnected, with upstream materials primarily consisting of aluminum, steel, and emerging composite materials, while leading manufacturers like Keda Li and Zhenyu Technology dominate the midstream production [4][5] Market Dynamics - The demand for battery cell shells is characterized by a dominant focus on power batteries, a rapidly growing energy storage sector, and stable support from consumer electronics [5][6] - In 2025, the domestic power battery installation volume is expected to reach 578.0 GWh, marking a significant year-on-year increase of 42.4%, with lithium iron phosphate batteries accounting for over 80% of this growth [5][6] Competitive Landscape - The Chinese battery cell shell industry is highly concentrated, with the top five companies holding over 42% market share. Keda Li and Zhenyu Technology form the first tier, closely linked with major battery manufacturers like CATL and BYD [8][10] - The second tier includes companies like Sileck and Lingyun, which focus on specific technologies and partnerships to expand their market presence [8][10] Development Trends - The industry is expected to evolve towards extreme safety, material innovation (such as composite materials), and higher integration with battery systems, with a shift from precision manufacturing to providing integrated solutions [11][14] - The introduction of stringent safety standards, such as GB 38031-2025, is driving fundamental changes in materials and design, pushing for innovations in composite materials that enhance safety and reduce weight [11][12][13]
金杨精密:截至2025年11月28日公司股东户数为11875户
Zheng Quan Ri Bao· 2025-12-09 12:41
证券日报网讯 12月9日,金杨精密在互动平台回答投资者提问时表示,根据中国证券登记结算有限责任 公司深圳分公司2025年11月28日主动下发的定期持有人名册显示,截至2025年11月28日,公司股东户数 为11875户。 (文章来源:证券日报) ...
金杨精密跌2.01%,成交额3063.93万元,主力资金净流出370.95万元
Xin Lang Zheng Quan· 2025-12-03 03:30
Core Viewpoint - Jin Yang Precision has experienced a significant stock price increase of 73.27% this year, but has recently faced declines in the short term, with a 2.76% drop over the last five trading days and a 10.01% drop over the last 20 days [2] Group 1: Stock Performance - As of December 3, Jin Yang Precision's stock price was 38.12 CNY per share, with a market capitalization of 4.369 billion CNY [1] - The stock has seen a trading volume of 30.6393 million CNY, with a turnover rate of 1.83% [1] - Year-to-date, the company has appeared on the "Dragon and Tiger List" once, with the last occurrence on February 25 [2] Group 2: Financial Performance - For the period from January to September 2025, Jin Yang Precision reported a revenue of 1.195 billion CNY, representing a year-on-year growth of 22.00% [2] - The net profit attributable to shareholders was 33.6701 million CNY, showing a year-on-year decrease of 8.01% [2] - The company has distributed a total of 72.3967 million CNY in dividends since its A-share listing [3] Group 3: Business Overview - Jin Yang Precision, established on March 17, 1998, is located in Wuxi, Jiangsu Province, and specializes in the research, production, and sales of precision structural components and materials for batteries [2] - The main revenue sources are battery precision structural components (63.12%), nickel-based conductor materials (28.71%), and other businesses (8.17%) [2] - The company operates within the power equipment industry, specifically in the battery and lithium battery sectors, and is associated with concepts such as energy storage, new energy vehicles, and the Ningde Times concept [2] Group 4: Shareholder Information - As of November 10, 2025, the number of shareholders for Jin Yang Precision was 12,300, an increase of 0.51% from the previous period [2] - The average circulating shares per person decreased by 0.50% to 3,529 shares [2] - Notably, two funds, Yongying Advanced Manufacturing Smart Selection Mixed Fund and Penghua Carbon Neutral Theme Mixed Fund, have exited the top ten circulating shareholders [3]
金杨股份证券简称变更为“金杨精密”
Zhi Tong Cai Jing· 2025-12-01 10:59
金杨股份(301210)(301210.SZ)发布公告,公司变更公司名称及证券简称的申请已经深圳证券交易所 审核无异议。自2025年12月2日起,公司证券简称由"金杨股份"变更为"金杨精密"。公司证券代 码"301210"保持不变。 ...
金杨股份(301210.SZ):12月2日起证券简称变更为“金杨精密”
Ge Long Hui A P P· 2025-12-01 10:49
格隆汇12月1日丨金杨股份(301210.SZ)公布,公司变更公司名称及证券简称的申请已经深圳证券交易所 审核无异议。自2025年12月2日起,公司证券简称由"金杨股份"变更为"金杨精密"。公司证券代 码"301210"保持不变。 ...
金杨股份(301210) - 关于变更公司名称、证券简称暨完成工商变更登记的公告
2025-12-01 10:30
证券代码:301210 证券简称:金杨股份 公告编号:2025-070 无锡市金杨新材料股份有限公司 关于变更公司名称、证券简称暨完成工商变更登记的公告 二、公司名称(含证券简称)变更的原因说明 为更好反映公司所处行业特征和产品技术特性,提高辨识度,体现公司以制造业为本 的企业精神,结合公司未来发展战略规划,公司将名称由"无锡市金杨新材料股份有限公 司"变更为"无锡金杨精密制造股份有限公司";证券简称由"金杨股份"变更为"金杨 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。 重要提示: 1、公司中文名称已由"无锡市金杨新材料股份有限公司"变更为"无锡金杨精密制 造股份有限公司"(以下简称"公司"),英文名称由"Wuxi JinYang New Materials Co.,Ltd."变更为"Wuxi Jinyang Precision Manufacturing Co., Ltd."; 2、公司证券简称由"金杨股份"变更为:"金杨精密",启用时间为 2025 年 12 月 2 日; 3、公司证券代码"301210"保持不变。 一、公司名称(含证券简称)变更的说明 ...
金杨股份:证券简称变更为“金杨精密”
Xin Lang Cai Jing· 2025-12-01 10:29
Core Viewpoint - The company has changed its name to better reflect its industry characteristics and product technology, enhancing recognition and aligning with its manufacturing-focused corporate spirit and future development strategy [1] Group 1 - The company's name has been changed from "Wuxi JinYang New Materials Co., Ltd." to "Wuxi Jinyang Precision Manufacturing Co., Ltd." [1] - The stock abbreviation has been updated from "JinYang Co., Ltd." to "JinYang Precision," effective from December 2, 2025, while the stock code "301210" remains unchanged [1] - The name change aims to improve the company's identification in the market and is part of a broader strategic planning initiative [1]
金杨股份:2025年第三季度权益分派实施公告
Zheng Quan Ri Bao· 2025-11-28 12:39
证券日报网讯 11月28日晚间,金杨股份发布2025年第三季度权益分派实施公告称,公司2025年第三季 度权益分派方案为每10股派2元人民币现金(含税),股权登记日为2025年12月5日,除权除息日为2025 年12月8日。 (文章来源:证券日报) ...
金杨股份(301210) - 2025年第三季度权益分派实施公告
2025-11-28 08:58
无锡市金杨新材料股份有限公司(以下简称"公司")于 2025 年 10 月 22 日召开第三届董事会第十二次会议、第三届董事会审计委员会第七次会议,会议 审议通过公司《关于 2025 年中期利润分配预案的议案》,公司已于 2025 年 5 月 16 日召开的 2024 年年度股东会审议通过了《关于提请股东大会授权董事会制 定并执行 2025 年中期利润分配方案的议案》,现将权益分派事宜公告如下: 一、权益分派方案 本公司 2025 年第三季度权益分派方案为:以公司现有总股本 114,614,334 股为基数,向全体股东每 10 股派 2.000000 元人民币现金(含税;扣税后,境外 机构(含 QFII、RQFII)以及持有首发前限售股的个人和证券投资基金每 10 股 派 1.800000 元;持有首发后限售股、股权激励限售股及无限售流通股的个人股 息红利税实行差别化税率征收,本公司暂不扣缴个人所得税,待个人转让股票时, 根据其持股期限计算应纳税额【注】;持有首发后限售股、股权激励限售股及无 限售流通股的证券投资基金所涉红利税,对香港投资者持有基金份额部分按 10% 征收,对内地投资者持有基金份额部分实行差别 ...
金杨股份(301210) - 关于无锡市金杨新材料股份有限公司申请向不特定对象发行可转换公司债券的审核问询函中有关财务会计问题的专项说明
2025-11-26 03:44
关于无锡市金杨新材料股份有限公司 申请向不特定对象发行可转换公司债券的 审核问询函中有关财务会计问题的专项说明 容诚专字[2025]214Z0059 号 容诚会计师事务所(特殊普通合伙) 中国·北京 无锡市金杨新材料股份有限公司 审核问询函回复报告 容诚会计师事务所(特殊普通合伙) 总所:北京市西城区阜成门外大街 22 号 1 幢 10 层 1001-1 至 1001-26 (100037) TEL:010-6600 1391 FAX:010-6600 1392 E-mail:bj@rsmchina.com.cn https://www.rsm.global/china/ 关于无锡市金杨新材料股份有限公司 申请向不特定对象发行可转换公司债券的 审核问询函中有关财务会计问题的专项说明 容诚专字[2025]214Z0059 号 深圳证券交易所: 贵所于 2025 年 11 月 5 日出具的《关于无锡市金杨新材料股份有限公司申请 向不特定对象发行可转换公司债券的审核问询函》(审核函〔2025〕020057 号) (以下简称"审核问询函")收悉,容诚会计师事务所(特殊普通合伙)(以下简 称"会计师"或"我们")作为无 ...