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ST逸飞:与松山湖材料实验室联合开发新型结构化极片与激光微加工技术,已开发相应设备处于推广验证阶段
Mei Ri Jing Ji Xin Wen· 2025-12-19 11:48
Core Viewpoint - The collaboration between the company and Songshan Lake Materials Laboratory focuses on solid-state battery technology, particularly in electrode processes and equipment, with recent advancements in anion regulation technology that addresses contact issues between electrolytes and lithium electrodes [2]. Group 1: Collaboration and Development - The company signed an agreement with Songshan Lake Materials Laboratory in October 2024 to collaborate on solid-state battery electrode processes and equipment [2]. - The team led by Huang Xuejie has developed an anion regulation technology that resolves the challenge of achieving tight contact between the electrolyte and lithium electrode in all-solid-state lithium batteries [2]. Group 2: Progress and Applications - The company reported that the joint development of new structured electrode sheets and laser micro-processing technology is progressing smoothly, with relevant equipment currently in the promotion and verification stage [2]. - The company has technological reserves in solid-state battery laser applications and manufacturing equipment, including core devices applicable to semi/full solid-state battery manufacturing [2]. - New products have been developed, such as laser groove equipment and solid-state battery electrode surface treatment equipment, which can be utilized in the electrode production process of solid-state batteries [2].
ST逸飞(688646.SH):电芯装配设备、模组PACK设备以及整厂智慧物流系统等核心设备与相关技术可应用于半/全固态电池制造领域
Ge Long Hui· 2025-12-19 10:56
Core Viewpoint - ST Yifei (688646.SH) is collaborating with Songshan Lake Materials Laboratory to develop new structured electrode and laser micro-processing technologies for lithium battery applications, with progress reported as smooth [1] Group 1: Technology Development - The company is exploring the industrial application paths of new materials and processes for lithium batteries [1] - New equipment developed is currently in the promotion and verification stage [1] Group 2: Equipment and Applications - The company has technological reserves in solid-state battery laser applications and manufacturing equipment [1] - Core equipment such as cell assembly equipment, module PACK equipment, and smart logistics systems can be applied in the manufacturing of semi/fully solid-state batteries [1] - New products developed include laser groove equipment and laser surface treatment equipment for solid-state battery electrodes, applicable in the electrode production process [1]
电新2026:反内卷×科技=新机遇
格隆汇APP· 2025-12-19 10:13
Group 1 - The core viewpoint of the article highlights the transformation of China's capital market under the "dual circulation" framework, emphasizing the deepening of the "1+6" reform on the Sci-Tech Innovation Board and the iterative adaptation of the Growth Enterprise Market's admission standards to future industries [2] - In 2025, the scale of medium- and long-term capital entering the market is expected to reach a historical high, with foreign capital net increasing its holdings of domestic stocks exceeding 100 billion yuan within the year, positioning China as a core anchor in the global capital rebalancing era [2] Group 2 - An online sharing session titled "Technology Empowerment · Capital Breakthrough" is scheduled for December 22, 2025, organized by Gelonghui, featuring discussions on the dual drivers of "anti-involution and technology" focusing on three major technological fields: nuclear fusion, AIDC power supply architecture, and solid-state batteries [3][4] - The event will include presentations from notable speakers, including He Zhaohui, Deputy Director of Huajin Securities Research Institute and Chief Analyst in the Electric Equipment and New Energy sector, who has extensive experience in the energy industry and securities research [8][9]
“固态电池”上市容易,上车可就难多了
3 6 Ke· 2025-12-19 09:02
在"国产 GPU 第一股""国产GPU 第二股"点燃投资市场之后,另一个大热赛道,固态电池的"第一股",也要来了。 拆解这份底气,你会发现卫蓝的背景硬得惊人: 它脱胎于中科院物理所,由"中国锂电之父"陈立泉院士亲自坐镇,身后站着的投资团更是集齐了华为、小米、吉利、蔚来等一众产业链"顶流"。 它的"拳头产品",原位固化半固态电池,更是当前半固态电池的第一梯队产品。 什么是"原位固化",可以用一个通俗的"灌浆"实验来比喻。 12 月 11 日,证监会发布消息,卫蓝新能源与中信建投签署上市辅导协议,正式开启 A 股的 IPO 之旅。 这个消息就像引爆市场热情的沙皇炸弹。毕竟摩尔线程上市首日中一签浮盈接近 30 万、沐曦股份上市首日中一签浮盈更是逼近 40 万元,在这样恐怖的收 益下,没人能忍住不疯狂。 顶着 185 亿的估值,身后站着华为、小米、蔚来等一众大佬,卫蓝新能源就像是自带了"满级装备"入场,让所有人都觉得,只要它上市,"中签=中彩 票"的戏码就会再次上演。 这次冲击固态电池第一股,市场、情绪给的情绪价值是足够了,那最核心的"产品"本身,卫蓝新能源准备好了吗? "第一股"的底气 既然卫蓝新能源敢冲击"固态电 ...
赣锋锂业涨2.02%,成交额24.30亿元,主力资金净流入6651.38万元
Xin Lang Cai Jing· 2025-12-19 07:59
Core Viewpoint - Ganfeng Lithium has shown significant stock performance with an 82.87% increase year-to-date, reflecting strong market interest and investment activity in the lithium sector [2]. Group 1: Stock Performance - As of December 19, Ganfeng Lithium's stock price reached 63.75 CNY per share, with a trading volume of 2.43 billion CNY and a market capitalization of 133.66 billion CNY [1]. - The stock has experienced a 4.00% increase over the last five trading days, a 0.61% decrease over the last 20 days, and a 32.76% increase over the last 60 days [2]. Group 2: Financial Performance - For the period from January to September 2025, Ganfeng Lithium reported a revenue of 14.625 billion CNY, representing a year-on-year growth of 5.02%, and a net profit attributable to shareholders of 25.52 million CNY, which is a 103.99% increase year-on-year [2]. Group 3: Shareholder Information - As of September 30, 2025, Ganfeng Lithium had 372,500 shareholders, an increase of 31.18% from the previous period, with an average of 3,243 circulating shares per shareholder, a decrease of 23.77% [2]. - The company has distributed a total of 6.162 billion CNY in dividends since its A-share listing, with 3.933 billion CNY distributed over the last three years [3]. Group 4: Institutional Holdings - As of September 30, 2025, major institutional shareholders include Hong Kong Central Clearing Limited, holding 69.12 million shares, and various ETFs such as Huatai-PB CSI 300 ETF and E Fund CSI 300 ETF, which have seen changes in their holdings [3].
佛塑科技涨2.05%,成交额3.74亿元,主力资金净流入156.34万元
Xin Lang Cai Jing· 2025-12-19 06:32
Core Viewpoint - Foshan Plastics Technology Group Co., Ltd. has shown significant stock performance with a year-to-date increase of 102.54%, indicating strong market interest and potential growth opportunities in the advanced polymer film sector [1][2]. Group 1: Stock Performance - On December 19, the stock price of Foshan Plastics Technology rose by 2.05%, reaching 11.96 CNY per share, with a trading volume of 374 million CNY and a turnover rate of 3.30%, resulting in a total market capitalization of 11.57 billion CNY [1]. - The stock has experienced a 0.84% increase over the last five trading days, a 7.43% decrease over the last 20 days, and a 59.25% increase over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on December 2, where it recorded a net buy of -33.29 million CNY [1]. Group 2: Company Overview - Foshan Plastics Technology, established on June 28, 1988, and listed on May 25, 2000, specializes in the production and sales of various advanced polymer functional films [2]. - The revenue composition includes: Biaxially Oriented Film (36.69%), Dialysis Protective Materials (19.68%), Plastic Woven Barrier Materials (15.66%), Other New Materials (11.53%), Optical Films (9.13%), and Others (7.32%) [2]. - The company is classified under the Shenwan industry as Basic Chemicals - Plastics - Film Materials, and is involved in sectors such as antibacterial fabrics, aluminum-plastic films, polarizers, solid-state batteries, and lithium batteries [2]. Group 3: Financial Performance - For the period from January to September 2025, Foshan Plastics Technology reported a revenue of 1.662 billion CNY, reflecting a year-on-year growth of 1.57%, and a net profit attributable to shareholders of 83.92 million CNY, with a year-on-year increase of 0.83% [2]. - The company has distributed a total of 798 million CNY in dividends since its A-share listing, with 140 million CNY distributed over the past three years [3]. - As of September 30, 2025, the company had 75,000 shareholders, with an average of 12,902 circulating shares per person, showing a slight decrease of 0.61% from the previous period [2][3].
鼎胜新材涨2.02%,成交额1.27亿元,主力资金净流入96.32万元
Xin Lang Cai Jing· 2025-12-19 06:05
Group 1 - The core viewpoint of the news is that Ding Sheng New Materials has shown a significant increase in stock price and positive financial performance, indicating potential growth in the company [1][2]. - As of December 19, Ding Sheng New Materials' stock price increased by 2.02% to 12.63 CNY per share, with a total market capitalization of 11.737 billion CNY [1]. - The company has experienced a year-to-date stock price increase of 44.34%, with a recent slight decline of 0.71% over the last five trading days [1]. Group 2 - For the period from January to September 2025, Ding Sheng New Materials achieved a revenue of 19.604 billion CNY, representing a year-on-year growth of 11.29% [2]. - The net profit attributable to shareholders for the same period was 307 million CNY, reflecting a year-on-year increase of 36.61% [2]. - The company has distributed a total of 949 million CNY in dividends since its A-share listing, with 720 million CNY distributed over the last three years [3]. Group 3 - Ding Sheng New Materials specializes in the research, production, and sales of aluminum foil, with aluminum foil products accounting for 85.57% of its main business revenue [1]. - The company is classified under the non-ferrous metals industry, specifically in industrial metals and aluminum, and is involved in various concepts such as blade batteries, solid-state batteries, sodium batteries, energy storage, and lithium batteries [1]. - As of November 10, the number of shareholders increased to 51,500, with an average of 18,044 circulating shares per person [2].
科力远涨2.14%,成交额1.36亿元,主力资金净流入791.00万元
Xin Lang Cai Jing· 2025-12-19 06:03
12月19日,科力远盘中上涨2.14%,截至13:41,报6.68元/股,成交1.36亿元,换手率1.24%,总市值 111.26亿元。 科力远所属申万行业为:电力设备-电池-锂电池。所属概念板块包括:RWA概念、固态电池、储能、电 池回收、锂电池等。 截至9月30日,科力远股东户数8.57万,较上期减少17.04%;人均流通股19427股,较上期增加20.54%。 2025年1月-9月,科力远实现营业收入30.86亿元,同比增长25.25%;归母净利润1.32亿元,同比增长 539.97%。 分红方面,科力远A股上市后累计派现8932.44万元。近三年,累计派现2498.31万元。 机构持仓方面,截止2025年9月30日,科力远十大流通股东中,香港中央结算有限公司位居第八大流通 股东,持股1875.72万股,为新进股东。嘉实中证稀土产业ETF(516150)位居第九大流通股东,持股 1432.75万股,为新进股东。 责任编辑:小浪快报 资金流向方面,主力资金净流入791.00万元,特大单买入664.52万元,占比4.88%,卖出115.08万元,占 比0.84%;大单买入1941.21万元,占比14.24% ...
容百科技涨2.03%,成交额3.00亿元,主力资金净流出194.00万元
Xin Lang Cai Jing· 2025-12-19 06:03
Core Viewpoint - Rongbai Technology's stock price has shown a mixed performance in recent trading sessions, with a year-to-date increase of 32.18% but a recent decline over the past 20 days [1][2] Financial Performance - For the period from January to September 2025, Rongbai Technology reported a revenue of 8.986 billion yuan, a year-on-year decrease of 20.64%, and a net profit attributable to shareholders of -204 million yuan, a significant decline of 274.96% [2] Stock Market Activity - As of December 19, Rongbai Technology's stock price was 27.70 yuan per share, with a trading volume of 300 million yuan and a turnover rate of 1.54%, resulting in a total market capitalization of 19.798 billion yuan [1] - The stock has appeared on the "Dragon and Tiger List" once this year, with the most recent appearance on November 17, where it recorded a net purchase of 196 million yuan [1] Shareholder Information - As of September 30, 2025, the number of shareholders for Rongbai Technology was 39,800, an increase of 6.20% from the previous period, with an average of 17,937 circulating shares per shareholder, a decrease of 5.84% [2][3] - The top ten circulating shareholders include Hong Kong Central Clearing Limited and Dongfang New Energy Theme Mixed Fund, with changes in their holdings noted [3] Business Overview - Rongbai Technology, established on September 18, 2014, and listed on July 22, 2019, specializes in the research, production, and sales of lithium battery ternary cathode materials and their precursors, with the main business revenue composition being 96.62% from cathode materials [1]
利民股份涨2.01%,成交额2.53亿元,主力资金净流入444.62万元
Xin Lang Cai Jing· 2025-12-19 06:01
Group 1 - The core viewpoint of the news is that Limin Co., Ltd. has shown significant stock performance and financial growth, with a notable increase in share price and net profit [1][2]. - As of December 19, Limin's stock price increased by 2.01% to 16.24 CNY per share, with a total market capitalization of 7.306 billion CNY [1]. - The company has experienced a 110.28% increase in stock price year-to-date, with a recent 3.90% rise over the last five trading days [1]. Group 2 - Limin Co., Ltd. operates in the agricultural chemical sector, focusing on the research, production, and sales of agricultural fungicides, insecticides, veterinary drugs, and herbicides [1][2]. - The company's revenue composition includes agricultural fungicides (50.57%), insecticides (30.51%), veterinary drugs (9.34%), herbicides (8.47%), and other products [1]. - For the period from January to September 2025, Limin achieved a revenue of 3.599 billion CNY, representing a year-on-year growth of 7.62%, and a net profit of 390 million CNY, reflecting a substantial increase of 661.66% [2]. Group 3 - Limin Co., Ltd. has distributed a total of 918 million CNY in dividends since its A-share listing, with 321 million CNY distributed over the past three years [3].