调研纪要：德龙激光在固态电池制造工艺方面提供多种激光解决方案，已推出激光制痕绝缘方案并获得 小批量订单。在传统锂电领域，公司提供全自动激光除蓝膜、激光烘烤和辊压清洗等解决方案，已实现 量产交付。公司核心竞争力在于激光器技术、激光加工工艺技术和高精度运动系统。公司正在江阴高新 技术产业开发区建设新能源高端装备制造项目，计划2026年投入生产。除锂电业务外，公司还聚焦激光 精细微加工在半导体、电子和新能源等行业的应用，重点发展精密激光加工设备和解决方案。 机构简介： 根据市场公开信息及8月11日披露的机构调研信息，知名私募华杉投资近期对1家上市公司进行了调研， 相关名单如下： 1）德龙激光 （深圳前海华杉投资管理有限公司参与公司特定对象调研&线上会议） 深圳前海华杉投资管理有限公司（以下简称"华杉投资"）成立于2014年6月，是一家专注于A股与港股 权益类资产及其衍生品、大宗商品期货投资的宏观对冲型私募证券投资基金。华杉投资为中国证券投资 基金业协会会员，深圳市私募协会会员，私募证券投资基金管理人登记编号为P1007735，并于2018年 获得投资顾问资质。公司自成立以来，始终秉承"忠诚、专业、稳健、共赢"的经营 ...

Core Viewpoint - The company, Dazhu Laser, announced that its stock price experienced an abnormal fluctuation, with a cumulative increase of 24.22% over three consecutive trading days [1] Summary by Relevant Sections - **Stock Price Movement** - The stock price of Dazhu Laser showed a cumulative increase of 24.22% over three trading days: August 7, August 8, and August 11, 2025 [1] - **Company's Response** - The company confirmed that there are no corrections or supplements needed for previously disclosed information [1] - The company conducted inquiries and found no recent media reports that could have significantly impacted its stock price [1] - **Operational Status** - The company stated that there have been no significant changes in its recent operational conditions or external business environment [1]

（编辑 何成浩） 证券日报网讯 8月11日晚间，帝尔激光发布公告称，2025年上半年实现营业收入为1，170，017，324.22 元，同比增长29.20%；归属于上市公司股东的净利润为326，676，217.46元，同比增长38.37%。 ...

进入 2025年，全球制造业正加速迈向更高精度、更高效率的智能制造时代。 在 锂电生产 中 ， 激光技术 演进速度 更是 前所未有。 高工 产研（ GGII ） 曾有数据 预计 ， 预计 2025年锂电激光设备需求有望达到220亿元。 其中，高功率脉冲光纤绿光激光器凭借对铜、金等高反材料在 5 32 nm 波段吸收率的天然优势，已成为新能源、消费电子、半导体等前沿赛道不可或 缺的核心光源。市场对于更高功率、更优光束质量、更紧凑体积的绿光激光器需求日益旺盛。 为此，公大激光基于自研的高精度集成器件和全新倍频输出头空间优化方案，正式推出 500 W 级大能量纳秒脉冲光纤绿光激光器，并将单脉冲能量一 举推高至 600 μJ。新一代输出头体积仅为常规方案的 50 %，重量同步减半，尺寸已逼近主流红外激光器输出头，可直接兼容现有红外模切设备的光 路接口，实现"原位升级"。 六 维度 性能 全面 进阶 该激光器最高平均功率大于 500W。同时， 其 稳定性 极高 ， 24小时功率波动（RMS）小于0.27%。在高能量方面，其最大单脉冲能量可达 600μJ。此外，该激光器拥有高光束质量，具有近1.1的M²和95%以上的光斑 ...

帝尔激光8月11日披露半年报，公司上半年实现营业收入11.7亿元，同比增长29.20%；归属于上市公司 股东的净利润3.27亿元，同比增长38.37%；基本每股收益1.2元。 ...

人民财讯8月11日电，大族激光（002008）8月11日晚间发布股票交易异动公告称，公司经营情况正常， 近期公司经营情况及内外部经营环境未发生且预计将不会发生重大变化；公司未发现近期公共传媒存在 报道可能或已对公司股价产生较大影响的未公开重大信息之情形。 ...

帝尔激光（SZ 300776，收盘价：74.99元）8月11日晚间发布半年度业绩报告称，2025年上半年营业收 入约11.7亿元，同比增加29.2%；归属于上市公司股东的净利润约3.27亿元，同比增加38.37%；基本每 股收益1.2元，同比增加37.93%。 （文章来源：每日经济新闻） ...

帝尔激光公告，2025年上半年营业收入11.7亿元，同比增长29.20%。净利润3.27亿元，同比增长 38.37%。 ...

每经记者｜胥帅 每经编辑｜董兴生 "长江后浪推前浪，世上新人赶旧人"，这句古诗也可以用到资本市场，比如大族激光和它的子公司大族 数控。 8月8日，大族数控（301200.SZ，股价93.38元，市值397.34亿元）股价又创新高，已经将大族激光 （002008.SZ，股价30.8元，市值317.12亿元）的市值甩到了身后。并且，大族激光所持有大族数控股份 的市值也高于其自身市值。 子公司市值胜过母公司，究其原因可以从股本结构和主营业务来看。相比而言，子公司的股本筹码更 轻，业务更聚焦。 子公司市值超过母公司 8月8日，大族数控股价又创新高，市值更是逼近400亿元。根据开盘啦统计数据，7月21日到8月8日，大 族数控股价区间涨幅98.85%，排名两市第九。大族数控的控股股东正是大族激光，持股比例达到 83.63%。 相比而言，大族激光就是老股票了，总股本达到10.3亿股，截至一季度末的普通股股东总数也达到15.76 万，股本结构明显要分散许多。 再看主营业务，大族数控的主营业务是现在火热的PCB（印制电路板），公司去年年报就提到"成为世 界范围内最受尊敬和信赖的PCB装备服务商"。今年一季度，公司实现营业收入9 ...

Core Viewpoint - Hubei province is positioned as a strategic hub for high-quality development along the Yangtze River Economic Belt, with a focus on technological innovation as a key driver for economic growth in 2024, when its economic output is expected to exceed 6 trillion yuan [2][3]. Financial Innovation and Support - The local financial system in Hubei is innovating to optimize the ecosystem for technology finance, implementing various financial tools such as pure credit technology loans and "win-win loans" to support the growth of tech enterprises [3][4]. - The People's Bank of China has established a technology innovation and technology transformation re-loan policy to encourage financial institutions to increase support for projects, which has led to significant loan disbursements in the region [6][7]. Case Study: Guangzhi Technology - Guangzhi Technology, a high-tech enterprise, has grown from 300 million yuan in revenue in 2024, leveraging initial equity financing to overcome early challenges and gain access to bank loans [4][5]. - The collaboration with Bank of China began in early 2023, providing 10 million yuan in credit to support operational and R&D needs, which has since expanded to over 30 million yuan as the company’s revenue continues to grow [5][6]. Innovative Credit Models - The introduction of the "points card approval" model by CITIC Bank allows for a more efficient credit assessment process for tech companies, focusing on their technological attributes rather than traditional metrics like collateral [8][9]. - This model has enabled companies like Zhongke Oxford to secure necessary funding quickly, demonstrating the effectiveness of innovative financial products tailored to the needs of tech firms [9]. Broader Financial Ecosystem - As of March 2023, Hubei's financial institutions have issued 50.5 billion yuan in loans under the technology innovation and technology transformation re-loan policy, indicating strong support for the local economy [7]. - The "win-win loan" product has been implemented in various cities, providing favorable loan terms while ensuring banks benefit from the growth of tech enterprises [11]. Future Outlook - The ongoing development of technology finance in Hubei is expected to enhance the province's role in the national innovation chain, with a focus on creating a robust financial support system for tech-driven growth [10][12]. - The loan balance for key tech enterprises in Hubei is projected to grow by 26.7% year-on-year by March 2025, significantly outpacing the average growth rate of all loans in the province [12].