进一步统计，近3个月内该股累计发生2笔大宗交易，合计成交金额为731.36万元。该股近5个交易日累 计上涨3.18%，主力资金合计净流出4574.89万元。 责任编辑：小浪快报 第1笔成交价格为44.70元，成交8.90万股，成交金额397.83万元，溢价率为-10.01%，买方营业部为机构 专用，卖方营业部为国金证券股份有限公司上海浦东新区云鹃北路证券营业部。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 11月26日，星云股份收涨7.14%，收盘价为49.67元，发生1笔大宗交易，合计成交量8.9万股，成交金额 397.83万元。 ...

科达利（002850.SZ）11月24日在投资者互动平台表示，您好！针对不同客户的需求，进口设备和国产 设备均有使用。 （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：电池壳体注塑/冲压对模具与设备协同性要求高。请问 贵司当前注塑及压铸产线中日本设备占比多少？在保障交付安全的前提下，是否已与国产装备龙头开展 联合验证或小批量试用？ ...

Core Viewpoint - The company is developing a high-temperature and high-pressure hot-press fixture that is compatible with solid-state battery production lines, and a prototype is currently under development [1]. Group 1 - The company showcased its high-temperature and high-pressure hot-press fixture at a recent exhibition [1]. - The product is specifically designed to be compatible with solid-state battery production lines [1]. - The company is in the process of developing a prototype for this fixture [1].

Investment Rating - The report suggests a continuous focus on the demand within the industry chain and new technological changes, highlighting key equipment companies such as XianDao Intelligent, LianYing Laser, NaKeNuoEr, HongGong Technology, YingHe Technology, HangKe Technology, LiYuanHeng, XianHui Technology, and HaiMuXing, while also noting interest in XiZhuang Co., Ltd. and MeiAi Technology [5] Core Insights - The solid-state battery technology is advancing rapidly both domestically and internationally, with significant collaborations and developments from companies like Solid Power, BMW, and Samsung SDI, aiming for higher energy density and safety [1] - Major automotive manufacturers are investing heavily in solid-state battery technology, with Mercedes achieving a real-world test range of 1205 kilometers using solid-state batteries, and Volkswagen planning to mass-produce solid-state batteries by 2030 [2][3] - The competition in the solid-state battery sector is intensifying, with equipment manufacturers playing a crucial role in the breakthrough of this technology, as evidenced by successful deliveries of solid-state battery production equipment to major clients [4] Summary by Sections - **International Developments**: Solid Power collaborates with BMW and Samsung SDI for solid-state battery validation, while Mercedes and Volkswagen are making strides in solid-state battery testing and production plans [1][2] - **Domestic Progress**: Companies like Guoxuan and Xiaopeng are advancing solid-state battery production, with Xiaopeng's new humanoid robot being the first to utilize solid-state batteries [3] - **Market Dynamics**: The report emphasizes the leap in energy density and safety of solid-state batteries compared to liquid batteries, indicating a competitive landscape where both domestic and international firms are vying for leadership in this technology [4]

Group 1 - The company is currently engaged in technical exchanges regarding solid-state battery pilot production line solutions for existing customers, aligning with industry demand [2] - The company is actively developing solid-state battery equipment [2] - The inquiry was made by an investor on an interactive platform, indicating interest in the company's advancements in solid-state battery technology [2]

Core Viewpoint - The major technology project "Precision Laser Welding Key Technology and Equipment for Large Cylindrical Battery Full Tab" has been officially launched in Wuhan, indicating a significant advancement in battery manufacturing technology and potential market growth in various applications [1]. Summary by Relevant Categories Project Objectives - The project focuses on developing laser welding technology for large cylindrical batteries, addressing challenges such as high-reflective materials, sudden changes in physical parameters, ultra-thin multi-layer full tab materials, and precise temperature control between tabs and separators [1]. Application Fields - The large cylindrical battery has broad application areas, including new energy vehicles, energy storage, electric two/three-wheelers, and low-altitude economy, suggesting a wide market potential [1]. Market Demand and Orders - The company currently has a sufficient order backlog for cylindrical cell equipment, indicating strong market demand and confidence in the growth of large cylindrical battery technology [1].

Core Viewpoint - Solid-state batteries are recognized as the next-generation technology for electric vehicle power batteries, offering significant advantages in safety and energy density, and are strongly supported by policies [1] Group 1: Policy and Market Drivers - The production of solid-state batteries is accelerating due to dual drivers from policies and market demand, with various government levels promoting solid-state battery development as a strategic emerging industry [1] - The industry is experiencing enhanced collaboration among supply chain participants, leading to faster validation and production progress [1] Group 2: Market Growth Potential - Equipment investment is a precursor to industry implementation, with solid-state battery equipment orders expected to grow rapidly ahead of vehicle production [2] - The global market for solid-state battery equipment is projected to reach 4 billion yuan in 2024, with significant growth anticipated, reaching 107.94 billion yuan by 2030 [2] Group 3: Equipment Upgrades and Changes - The production line for solid-state batteries will require new equipment and upgrades, particularly in the front-end with dry electrode equipment and increased penetration of stacking machines in the mid-section [3] - The back-end equipment will focus on performance upgrades, eliminating the liquid injection process [3] Group 4: Thermal Management and Material Changes - Solid-state batteries have higher thermal stability, leading to increased requirements for thermal management and changes in battery pack structural components, which will benefit related equipment and materials [4] Group 5: Equipment Delivery and Validation - The new processes for solid-state batteries present higher barriers in material systems and stability, necessitating longer validation cycles for equipment from prototype to stable mass production [5] - Equipment manufacturers that complete validation and secure orders early will be positioned to benefit from the industrialization of solid-state batteries [5] Group 6: Investment Recommendations - As solid-state battery technology advances, there is a growing demand for specialized equipment, which presents significant growth opportunities and value chain restructuring [6] - Key companies to watch include XianDao Intelligent (300450.SZ), Yinghe Technology (300457.SZ), HongGong Technology (301662.SZ), XianHui Technology (688155.SH), NaKeNuoEr (920522.BJ), LiYuanHeng (688499.SH), HaiMuXing (688559.SH), and DeLong Laser (688170.SH) [6]

Investment Rating - The report maintains an "Outperform" rating for the solid-state battery industry [1]. Core Viewpoints - Solid-state batteries are expected to see rapid growth in demand for electric vehicles due to their significant advantages in safety and energy density, supported by strong policy backing [1][3]. - The production of solid-state batteries is anticipated to accelerate, with production lines and equipment likely to benefit first from this transition [1][3]. - The global market for solid-state battery equipment is projected to reach CNY 40 billion in 2024, with expectations to grow to CNY 1,079.4 billion by 2030 [28][30]. Summary by Sections Industry Overview - Solid-state batteries are positioned as the next-generation technology for electric vehicle power sources, offering superior safety and energy density compared to traditional lithium-ion batteries [1][13]. - The industry is experiencing a dual drive from both policy and market forces, leading to an increase in production capacity and technological advancements [1][19]. Market Dynamics - Equipment orders for solid-state batteries are expected to precede the demand for end products, indicating a rapid growth potential in the equipment market [23][28]. - The solid-state battery equipment market is projected to grow significantly, with a forecasted market size of CNY 1,079.4 billion by 2030 [28][30]. Technological Developments - The introduction of new equipment and upgrades across various production stages is essential for the solid-state battery industry, particularly in the front-end and mid-stage processes [24][31]. - The solid-state battery production process requires specific equipment that differs from traditional lithium-ion battery production, necessitating significant investment in new technologies [24][31]. Investment Recommendations - The report suggests focusing on specific equipment segments such as dry electrode technology and static pressure equipment, which are expected to see increased demand and penetration rates [3][19]. - Companies like Xianlead Intelligent, Winbond Technology, and others are highlighted as key players to watch in the solid-state battery equipment sector [3][19].

Investment Rating - The industry investment rating is maintained as "Outperform the Market" [3][55]. Core Insights - The core bottleneck for solid-state battery performance and mass production is the densification of the solid-solid interface, which can be improved using isostatic pressing technology [5]. - Isostatic pressing technology effectively eliminates internal voids in battery cells, enhances inter-component contact, increases conductivity, and reduces volume changes during operation [5]. - The global isostatic pressing market is projected to reach 91.26 billion yuan by 2030, with a compound annual growth rate of 6.69% [27]. Summary by Sections Isostatic Pressing Equipment - Isostatic pressing machines are categorized into cold, warm, and hot types based on the temperature during forming and consolidation [20][21]. - Cold isostatic pressing operates at room temperature with pressures ranging from 100 to 630 MPa, while warm and hot types operate at temperatures not exceeding 500°C and 1000-2200°C, respectively [21][23]. Latest Developments of Leading Companies - Naconor is focusing on solid-state battery core equipment, including isostatic pressing technology, which is still in the R&D and validation stage [7]. - China Aviation Industry Corporation's subsidiary, Chuanxi Machinery, has produced over 1,500 isostatic pressing machines, widely used in defense and high-tech sectors [7]. Market Trends - The Asia-Pacific region is leading the global isostatic pressing market due to demand for high-performance components and favorable government policies [27]. - North America and Europe are emerging markets for isostatic pressing, driven by manufacturing in aerospace, automotive, and energy sectors [27]. Applications of Isostatic Pressing Technology - Isostatic pressing is applied in various industries, including ceramics, hard alloys, new energy, and refractory materials, to enhance density and performance [14]. - The technology ensures uniform pressure application, reducing internal stress and improving mechanical properties [26]. Equipment Development and Innovations - The HIPEX1850 hot isostatic pressing machine developed by China Steel Research is the second largest in the world, capable of processing large aerospace components [31]. - Sichuan Lieneng has developed the first large-diameter, high-pressure warm isostatic pressing machine in China, addressing equipment challenges for large ceramic parts [42].

Group 1 - The core viewpoint of the news is that Hangke Technology has seen a significant increase in its stock price, with a rise of 5.22% to 37.48 CNY per share, and a total market capitalization of 22.626 billion CNY as of September 30 [1] - Hangke Technology, established on November 21, 2011, specializes in the design, research and development, production, and sales of various rechargeable batteries, particularly lithium-ion battery production line post-processing systems [1] - The company's main business revenue composition includes 70.17% from charging and discharging equipment, 28.54% from other equipment, 0.83% from accessories, and 0.47% from other sources [1] Group 2 - From the perspective of fund holdings, Green Fund has a significant position in Hangke Technology, with its Green Carbon Neutral Theme Mixed A Fund (015856) holding 24,000 shares, accounting for 8.03% of the fund's net value [2] - The Green Carbon Neutral Theme Mixed A Fund has achieved a year-to-date return of 66.56% and a one-year return of 101.66%, ranking 410 out of 8167 and 266 out of 8010 respectively in its category [2] - The fund manager, Liu Zan, has been in charge for 2 years and 321 days, with the fund's total asset size at 384 million CNY and a best return of 80.86% during his tenure [3]