Core Viewpoint - The company, Dongfang Electric Heating, is focused on consolidating its core business in home appliances and new energy vehicle electric heaters while actively exploring new business areas such as solid-state battery equipment, molten salt energy storage equipment, and battery materials to gradually improve its operating performance [1] Group 1 - The company aims to strengthen its existing business in home appliances and new energy vehicle electric heaters [1] - The company is actively seeking to expand into new sectors including solid-state battery equipment and molten salt energy storage [1] - The focus is on achieving a gradual recovery in operating performance [1]

每经编辑｜吴永久 周四，创业板和科创板领涨，其中创业板指涨1.58%，科创50涨1.24%。1477只股上涨，3876只股下跌。固态电池板块中的宁德时代、亿纬锂能大涨，AI 应用板块中的昆仑万维大涨，AI眼镜中的环旭电子涨停，CPO板块中的华工科技、剑桥科技涨停。 在周四收盘，宁德时代AH股总市值达18067亿元，贵州茅台市值为18020亿元，因此，宁德时代总市值超越茅台。 在每日经济新闻App举办的掘金大赛中，第74期比赛正在火热进行中，目前选手们踊跃报名入场，多位选手抓住了行情机会。大赛为模拟炒股，模拟资金 50万元。报名时间为9月13日至9月30日，比赛时间为9月15日至9月30日。正收益就获奖，报名就拿福利！周周发奖金，月月有大奖！ 目前，A股指数攀升至阶段性高位，大盘震荡加剧，很多股民陷入两难境地。相比股票，期货具有诸多优势，既可做多也可做空、杠杆交易、T+0等，交 易十分灵活。为便于股民了解和学习股指期货和期权，拓宽交易视野，给大家一个"零成本试错、高收获成长"的机会。每日经济新闻和中粮期货联合举 办"经·粮杯—全国期货模拟争霸赛"，比赛设有周赛奖励和月赛奖励，其中前十名选手将获得周赛奖励，月度奖 ...

证券代码：301121 证券简称：紫建电子 4、收购的宁波启象非常好，未来三年营收和利润都成倍发展，尤 其在出口新能源车端和充电桩端，有没有一个未来的预期？ 尊敬的投资者，您好！公司在聚焦主业发展的同时，积极开拓新 业务新领域，公司最近收购宁波启象信息科技有限公司（以下简称"宁 波启象"）的股权，宁波启象是一家专注于电力线通信相关技术的高新 技术企业，本次并购是公司基于聚焦主业发展和积极拓展新业务布局， 有利于整合双方客户、市场、技术和产品等资源。如您提及公司收购 宁波启象是一个非常好的项目，宁波启象通过自主研发的充电通信控 制器等核心产品可支持多种充电通信标准，已广泛应用于电动汽车车 端和供电设备端，凭借模块化与平台化的设计理念，其在智能充电通 信领域具备较强的技术积累与市场基础，为下游客户和国内多家新能 源车企提供成熟的、优质的充电通信控制解决方案，其将为公司创造 新的业绩增长点、持续高质量发展注入新动力。感谢您对公司的关注！ 5、公司海外业务收入曾占一定比重，2025年上半年未明确披露海 外营收增速。请问上半年海外市场需求是否出现波动？在应对海外贸 易壁垒、拓展新海外客户方面有何进展？ 投资者关系活 动 ...

证券代码：301613 证券简称：新铝时代 车电池系统关键零部件产品的同步开发，并可持续供应性能优 异、质量稳定的产品，在产品一致性和稳定性方面形成了较强的 壁垒。经过多年的发展，公司在产品开发、产品交付、产品性能、 核心技术、客户结构等方面都具备竞争优势。除此之外，公司拥 有铝合金材料研发、产品设计、先进生产工艺以及规模化生产的 全产业链一体化业务体系，产业链完整覆盖上游熔铸、中游铝合 金挤压、下游深加工并配套工装模具。公司正持续进一步丰富和 优化公司产品结构，并积极开发新能源下游行业所需的关键零部 件新产品，为客户提供更加丰富全面的产品矩阵。感谢您的关注！ 重庆新铝时代科技股份有限公司 投资者关系活动记录表 编号：20250925 | | □特定对象调研 □分析师会议 | | | --- | --- | --- | | 投资者关系活动类 | □媒体采访 业绩说明会 ☑ | | | 别 | □新闻发布会 □路演活动 | | | | □现场参观 | | | | □其他 | | | 参与单位名称及人 | 线上参与重庆辖区上市公司2025年投资者网上集体接待日暨半 | | | 员姓名 | 年度业绩说明会的投资者 ...

德龙激光（688170.SH）9月25日在投资者互动平台表示，公司为固态电池业务领域提供激光加工设 备，主要为极片制痕绝缘设备、干法电极激光预热和超快激光极片制片等产品，暂未涉及电池壳、铝塑 膜或液冷板。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：贵公司的固态电池业务领域有用到电池壳、铝塑膜或 者液冷板吗？ ...

Group 1 - The company has confirmed that solid-state batteries require entirely new production equipment due to fundamental differences in electrolyte materials and core production processes compared to traditional liquid batteries [1] - The company is a provider of complete solid-state battery production line solutions with fully independent intellectual property rights and has achieved multiple technological breakthroughs in core processes [1] - The company has established equipment cooperation with several leading domestic and international enterprises and has successfully delivered core equipment for solid-state batteries to major battery customers and well-known automotive companies in various regions including Japan, South Korea, and Europe [1] Group 2 - The company has successfully output mass production-level solid-state battery production line solutions, which have received high recognition from customers and have begun to generate repeat orders, indicating a potential for continued growth in production volume [1]

格隆汇9月25日丨新亚强(603155.SH)在投资者互动平台表示，公司持续高度关注固态电池的技术动态， 依托在有机硅特种材料领域的技术积累，在现有锂电池电解液相关系列产品的基础上，积极开展固态电 池相关材料的研发和市场推广。 ...

Group 1: Pharmaceutical Business - The pharmaceutical business showed significant growth in the first half of the year, primarily due to concentrated shipments. The company continues to adhere to a major client strategy, focusing on CDMO business models and has established stable commercial relationships with several leading global pharmaceutical companies [1] - The company is actively expanding its client base, targeting strategic and high-viscosity clients, which is expected to drive further growth in the pharmaceutical sector as client product pipelines develop [1] Group 2: Agricultural Protection Business - The agricultural protection business is anticipated to recover in the second half of the year as the client inventory reduction cycle comes to an end. The business primarily focuses on CDMO, covering a range of products including insecticides, herbicides, and fungicides [1] - The company has over 20 years of experience in the agricultural protection industry and is recognized as a strategic partner by five major original research agricultural protection companies, providing comprehensive R&D, production, and supply chain solutions [1] Group 3: Overseas Subsidiaries - The UK subsidiary has improved its operational performance in the first half of the year, with increased capacity utilization and significant foreign exchange gains contributing to its revenue performance [2] - The Malaysian subsidiary is still under construction, with plans for it to focus on the production and sales of patented agricultural protection products once operational [2] Group 4: New Energy Business - The new energy business is expected to achieve significant progress this year, with collaborations established with several leading new energy companies, leading to stable supply and a substantial revenue breakthrough anticipated [2] - The company aims to optimize production and sales processes to reduce costs and enhance profitability in the new energy sector while also focusing on innovative product development [2] Group 5: Competitive Landscape - The company believes that Indian competitors cannot fully replace domestic suppliers, as clients seek to stabilize their supply chains through multi-regional sourcing [2] - China maintains a more comprehensive supply chain system, mature waste management processes, and a robust patent protection system, which provides a competitive edge in the international market [2]

Core Viewpoint - Dongfang Electric Heating (300217.SZ) is focusing on enhancing its product offerings and expanding into new business areas to improve operational performance and revenue growth [1] Group 1: Product Development - The flexible fabric pressure sensor meets customer requirements in terms of durability and precision [1] Group 2: Revenue and Profitability Outlook - The production of pre-plated nickel materials is expected to be in a ramp-up phase in the first half of 2025, with significant revenue and gross margin improvements anticipated in the second half as deliveries to internationally renowned battery companies increase [1] Group 3: Business Expansion Strategy - The company aims to solidify its core businesses in home appliances and electric heaters for new energy vehicles while actively exploring opportunities in solid-state battery equipment, molten salt energy storage equipment, and battery materials to gradually achieve a recovery in operational performance [1]

Core Viewpoint - Dongfang Electric Heating (300217.SZ) is focusing on enhancing its product offerings and expanding into new business areas to improve operational performance and revenue growth [1] Group 1: Product Development - The flexible fabric pressure sensor meets customer requirements in terms of durability and precision [1] Group 2: Revenue and Profitability Outlook - Nickel-plated material production is expected to be in a ramp-up phase in the first half of 2025, with significant revenue and gross margin improvements anticipated in the second half as deliveries to internationally renowned battery companies increase [1] Group 3: Business Expansion Strategy - The company aims to solidify its core businesses in home appliances and electric heaters for new energy vehicles while actively exploring opportunities in solid-state battery equipment, molten salt energy storage equipment, and battery materials to gradually achieve a recovery in operational performance [1]