证券代码：300035 证券简称：中科电气 公告编号：2025-054 湖南中科电气股份有限公司 关于公司与子公司间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。 1 提供连带责任保证，所担保的债权最高余额为人民币 16,000 万元。 保证范围：主债权本金、利息、复利、罚息、违约金、损害赔偿金、汇率损失（因 汇率变动引起的相关损失）以及实现债权的费用（包括但不限于诉讼费、律师费等）。 一、对外担保的审批情况 湖南中科电气股份有限公司（以下简称"公司"、"中科电气"）为更好地实施公 司发展战略，满足公司及下属子公司湖南中科星城石墨有限公司（以下简称"湖南中科 星城"）、贵州中科星城石墨有限公司（以下简称"贵州中科星城"）、贵安新区中科 星城石墨有限公司（以下简称"贵安新区中科星城"）、云南中科星城石墨有限公司（以 下简称"云南中科星城"）、中科星城（香港）控股有限公司（以下简称"中科星城（香 港）"）、中科星城苏哈尔新材料科技（自贸区）有限责任公司（以下简称"中科星城 苏哈尔"）日常经营和业务发展资金需要，提高融资效率、降低融资成本，在综合 ...

Group 1 - The company has indicated that its revenue share from lithium battery energy storage business is showing an upward trend compared to the same period last year [2] - The company's lithium negative electrode business is expected to see an increase in the shipment proportion of energy storage negative material products by the first half of 2025 [2] - The interaction with investors highlights the company's focus on expanding its presence in the lithium battery sector [2]

Group 1 - The company has a joint venture with Yiwei Lithium Energy established in October 2021 to set up Yunnan Zhongke Xingcheng Graphite Co., Ltd. [2] - The first phase of the integrated negative material project has a production capacity of 50,000 tons and has already been put into operation [2] - The second phase of the project is under construction and is progressing according to plan [2]

Group 1 - The company, Zhongke Electric (300035.SZ), confirmed that its magnetic equipment business includes the research, manufacturing, sales, and service of electromagnetic metallurgy equipment, industrial magnetic equipment, and lithium battery-specific equipment, but does not involve nuclear fusion applications [2]

Core Viewpoint - The company, Zhongke Electric (300035.SZ), clarified that its magnetic equipment business includes the research, manufacturing, sales, and services of electromagnetic metallurgy equipment, industrial magnetic equipment, and lithium battery-specific equipment, and it does not involve the field of nuclear fusion [1] Group 1 - The magnetic equipment business encompasses various specialized areas [1] - The company focuses on research and development, manufacturing, sales, and services [1] - There is no involvement in nuclear fusion technology [1]

长沙晚报掌上长沙9月24日讯（全媒体记者 刘军）22日，国家能源局、工业和信息化部、国务院国资 委、市场监管总局联合发布《关于推进能源装备高质量发展的指导意见》提出，推动建立高安全、高可 靠电池储能装备体系，研制长寿命、宽温域、低衰减锂电池、钠电池、固态电池关键装备，构建低成本 长时钒基、铁基、有机等液流电池装备体系。 政策推动下，固态电池产业化进程有望进一步提速。资本市场方面，固态电池概念热度也在持续。多家 上市公司就固态电池方面的相关问题在互动平台上回复投资者。东吴证券研报显示，据预测，2030年全 球固态电池出货量将达到614GWh，我国固态电池市场规模到2030年市场规模将达到200亿元。 记者注意到，固态电池概念今年初的指数为730点附近，目前已涨至1150点附近。该概念上258只个股的 股价今年来绝大部分是上涨的。据记者统计，目前上市湘企中，有10家企业包含了固态电池概念，这10 家企业为五矿新能、金博股份、松井股份、百利科技、雪天盐业、科力远、湖南裕能、华自科技、中科 电气、湘潭电化。从年初到24日收盘，有9只个股股价上涨，只有湖南裕能股价下跌了约10%。 这10只湘股中，五矿新能的主营业务为高 ...

Core Viewpoint - Zhongke Electric experienced a 5.16% increase in stock price, reaching 24.27 CNY per share, with a trading volume of 1.133 billion CNY and a turnover rate of 8.39%, resulting in a total market capitalization of 16.635 billion CNY [1] Company Overview - Hunan Zhongke Electric Co., Ltd. was established on April 6, 2004, and listed on December 25, 2009. The company is primarily engaged in the research, development, production, sales, and service of industrial magnetic application technologies and products [1] - The main revenue composition includes: 92.50% from lithium battery anode materials, 8.53% from electromagnetic equipment, and 2.71% from other sources [1] Shareholder Insights - Southern Fund's Southern CSI 1000 ETF (512100) is among the top ten circulating shareholders of Zhongke Electric, having increased its holdings by 1.1853 million shares in the second quarter, totaling 6.3232 million shares, which represents 1.08% of circulating shares [2] - The estimated floating profit from this investment is approximately 7.5246 million CNY [2] Fund Performance - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a current scale of 64.953 billion CNY. Year-to-date returns are 25.67%, ranking 1948 out of 4220 in its category, while the one-year return is 67.42%, ranking 1298 out of 3814 [2] - The fund manager, Cui Lei, has a tenure of 6 years and 323 days, with total assets under management of 94.976 billion CNY. The best fund return during this period is 139.52%, while the worst is -15.93% [3] Additional Fund Insights - Another fund, Southern Big Data 300 Index A (001420), holds 160,800 shares of Zhongke Electric, accounting for 1.03% of the fund's net value, ranking as the fifth-largest holding [4] - The estimated floating profit from this position is about 191,400 CNY [4] - The Southern Big Data 300 Index A was established on June 24, 2015, with a current scale of 2.17 billion CNY. Year-to-date returns are 36.29%, ranking 1259 out of 4220, while the one-year return is 83.37%, ranking 900 out of 3814 [4] - The fund manager, Xie Rui, has a tenure of 3 years and 220 days, managing total assets of 2.012 billion CNY, with the best return during this period being 21.33% and the worst being -0.16% [5]

Company Overview - Zhongke Electric Co., Ltd. is located in Yueyang Economic and Technological Development Zone, Hunan Province, and was established on April 6, 2004. The company was listed on December 25, 2009. Its main business involves the research, development, production, sales, and service of industrial magnetic application technology and products [1] - The revenue composition of the company is as follows: 92.50% from lithium battery anode materials, 8.53% from electromagnetic equipment, and 2.71% from other sources [1] Stock Performance - On September 24, Zhongke Electric's stock rose by 5.16%, reaching a price of 24.27 yuan per share, with a trading volume of 1.133 billion yuan and a turnover rate of 8.39%. The total market capitalization is 16.635 billion yuan [1] Fund Holdings - The Qianhai Kaiyuan Clean Energy Mixed A Fund (001278) holds a significant position in Zhongke Electric, with 2.3466 million shares, unchanged from the previous period. This represents 7.62% of the fund's net value, making it the fifth-largest holding [2] - The fund has achieved a year-to-date return of 37.29%, ranking 2037 out of 8173 in its category, and a one-year return of 63.15%, ranking 2143 out of 7996 [2] Fund Manager Profile - The fund manager of Qianhai Kaiyuan Clean Energy Mixed A is Yang Delong, who has a cumulative tenure of 15 years and 33 days. The total asset size of the fund is 1.961 billion yuan, with the best return during his tenure being 82.77% and the worst being -23.23% [3]

Core Viewpoint - Zhongke Electric's stock has shown significant growth this year, with a year-to-date increase of 53.81%, indicating strong market performance and investor interest [1][2]. Financial Performance - For the first half of 2025, Zhongke Electric reported revenue of 3.613 billion yuan, a year-on-year increase of 59.60%, and a net profit attributable to shareholders of 272 million yuan, up 293.13% [2]. - The company has distributed a total of 807 million yuan in dividends since its A-share listing, with 383 million yuan distributed over the past three years [3]. Stock Market Activity - As of September 24, Zhongke Electric's stock price was 22.61 yuan per share, with a market capitalization of 15.497 billion yuan [1]. - The stock experienced a net outflow of 18.09 million yuan from main funds, while large orders accounted for 22.62% of purchases and 27.59% of sales [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders decreased by 4.86% to 70,300, while the average number of circulating shares per person increased by 5.11% to 8,293 shares [2]. - Notable institutional shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 2.697 million shares, and new entrants like Huaxia CSI 1000 ETF [3]. Business Overview - Zhongke Electric, established in April 2004 and listed in December 2009, focuses on the research, production, and sales of industrial magnetic application technologies and products [1]. - The company's main revenue sources are lithium battery anode materials (92.50%), electromagnetic equipment (8.53%), and other segments (2.71%) [1].

Core Insights - The solid-state battery industry is entering a "sprint phase" towards commercialization, with significant advancements in sodium-based solid-state batteries [1][2] - A new sodium-based solid-state battery developed by the University of Chicago and Singapore's Agency for Science, Technology and Research can operate stably in sub-zero temperatures, enhancing its competitiveness [1] - The global solid-state battery shipment is expected to reach 614.1 GWh by 2030, with a market size projected to exceed 100 billion yuan [2] Industry Developments - The solid-state battery industry is experiencing accelerated progress driven by both policy and technology, with a key conference scheduled for September 2025 to discuss future trends and challenges [2] - The demand for solid-state battery materials is expected to grow significantly, with investments in equipment projected to reach hundreds of billions [2] - Several A-share listed companies are making strides in solid-state battery technology, with Li Yuan Heng successfully developing manufacturing processes for solid-state battery equipment [2][3] Market Activity - Recent data shows that financing clients have significantly increased their positions in 26 solid-state battery concept stocks, with notable net purchases exceeding 1 billion yuan [4] - Leading companies in this sector include Xian Dao Intelligent, CATL, and others, with some stocks projected to have a net profit growth rate exceeding 20% in the coming years [4][5] - As of September 22, 2023, several stocks in this sector have rolling price-to-earnings ratios below 40, indicating potential investment opportunities [4][5]