Core Viewpoint - The company, Guangdong Liyuanheng Intelligent Equipment Co., Ltd., reported significant declines in revenue and profit for 2024, primarily due to intensified competition in the lithium battery equipment market and increased operational costs [1][2]. Financial Performance - In 2024, the company achieved operating revenue of 2.482 billion yuan, a year-on-year decrease of 50.30%. The net profit attributable to shareholders was -1.044 billion yuan, compared to -188 million yuan in the previous year [1][2]. - The comprehensive gross profit margin for 2024 was 7.77%, down 18.67 percentage points from the previous year [1]. Business Segment Analysis - The revenue from the power lithium battery equipment segment decreased by 63.01% year-on-year, attributed to reduced demand in the domestic new energy market and longer project delivery cycles [2][3]. - Conversely, revenue from consumer lithium battery equipment increased by 82.79%, driven by technological changes and increased demand in the consumer electronics sector [2][3]. Cost Structure - The company reported a significant increase in various expenses, including sales, management, R&D, and financial costs, which contributed to the overall losses [6][8]. - The total expenses for 2024 were 2.046 billion yuan, with a notable increase in financial expenses due to higher interest payments from increased bank borrowings [10][11]. Industry Comparison - The company's gross margin decline was more pronounced than that of comparable companies in the industry, indicating a more severe impact from market conditions [5][15]. - The average gross margin for comparable companies was 29.07%, while Liyuanheng's was significantly lower at 7.77% [5]. Future Outlook - The company anticipates a gradual recovery in performance, supported by a rebound in demand for power lithium batteries and improvements in operational efficiency [12][14]. - As of May 31, 2025, the company reported a total order backlog of approximately 492 million yuan, indicating potential for future revenue growth [13][14].

Group 1 - The core viewpoint of the article revolves around the advancements and challenges in the development of 500Ah+ large energy storage cells, highlighted during a roundtable discussion featuring four companies: Ganfeng Lithium, Kunyu Power, XWANDA, and Chengjie Intelligent [1] - Chengjie Intelligent, established in 2003, is a national high-tech enterprise specializing in the manufacturing of fully automated winding equipment for lithium batteries and supercapacitors, with a registered capital of 88.98 million yuan and over 1,200 employees, including more than 350 R&D personnel [1] - The company has a production area of 95,000 square meters, with a monthly production capacity of over 130 sets of various products, generating an annual output value of approximately 1.35 billion yuan [1] Group 2 - Chengjie Intelligent's core products include four best-selling items: EV square laser cutting and winding integrated machine, high-speed laser cutting and winding integrated machine, large cylindrical full ear winding machine, and four-station cutting and stacking hot pressing integrated machine [2] - The newly launched high-speed laser cutting and winding integrated machine features multi-specification adaptability, efficient production speeds of 20-26 ppm, and a compact design measuring 8000×2350×2800 mm [4] - The machine employs cutting-edge laser technology with an imported IPG laser and a focus spot of 33μm, achieving a cutting melt bead of ≤6μm and a heat-affected zone of ≤100μm, ensuring high-quality cutting [4][5] Group 3 - The second new product, the four-station cutting and stacking hot pressing integrated machine, has dimensions of L650×W220 mm and a thickness range of 10-50 mm, with a production speed of 500 ppm [9] - This machine features high-speed cutting at 300 PPM with a cutting precision of ≤ ±0.15mm and minimal burrs, ensuring efficient and precise production [11] - It also incorporates ultrasonic dust removal technology with a removal rate of up to 99.5%, effectively eliminating 5-micron level dust without contact, minimizing damage to the electrodes [11]

Core Viewpoint - The article discusses the development of an intelligent temperature compensation module by Guangzhou Feisheng Precision Equipment Co., Ltd., which addresses the challenges of liquid electrolyte injection precision in lithium-ion battery manufacturing, particularly in relation to temperature fluctuations [2][3][5]. Group 1: Industry Challenges - The precision of electrolyte injection directly affects battery capacity consistency and product yield, with temperature fluctuations causing significant quality deviations [2]. - For instance, when the ambient temperature rises from 20℃ to 35℃, the actual mass deviation of the injected liquid can reach 1.2% under the same volume, leading to increased capacity dispersion in battery packs [2]. Group 2: Technological Solution - The intelligent temperature compensation module integrates a high-precision temperature sensor (resolution of 0.01℃) within the injection pump, capturing minute temperature changes in real-time and transmitting data to the core controller [5]. - The system employs a thermodynamic compensation model that dynamically analyzes the temperature-density relationship, automatically correcting the injection volume based on target mass parameters [5]. Group 3: Performance and Impact - The system can stabilize injection mass deviation within ±0.05% under temperature variations of ±15℃, achieving over 20 times the precision compared to traditional volumetric measurement methods [7]. - This breakthrough technology enhances the quality measurement characteristics of volumetric injection pumps, addressing the injection process fluctuations caused by temperature drift in the lithium battery industry [7]. - In sectors requiring stringent quality precision, such as new energy battery electrolyte injection and biopharmaceutical standard product packaging, this solution can improve process compliance rates to 99.97% and reduce raw material waste due to temperature drift [7]. Group 4: Future Outlook - As the lithium battery manufacturing industry transitions towards the TWh era, high-precision control technologies will become essential for enhancing manufacturing efficiency and product consistency [8].

降薪范围：公司党支部副书记及全体高级管理人员，包括党支部副书记徐地华先生，董事、总 经理方志华先生，董事、副总经理、董事会秘书朱和海先生，副总经理张斯浩先生，副总经理 冯鑫先生，财务总监路童歌先生。 1月20日晚间，锂电设备企业正业科技（300410.SZ）发布《关于公司党支部副书记及全体高级 管理人员自愿降薪的公告》。 公告显示，正业科技于近日收到公司党支部副书记及全体高级管理人员出具的《关于自愿降薪 的承诺》，鉴于正业科技2024年度经营业绩预计仍处于亏损状态，为表明对公司未来发展的坚 定信心及与公司共同进退的决心，优化成本结构，尽快实现业绩扭亏，正业科技党支部副书记 及全体高级管理人员承诺自愿降薪！ 图片来源：正业科技公告 降薪幅度：各承诺人员现任职务薪酬标准的20%。 降薪期限：本次薪酬调整自本月起生效，持续至公司实现连续两个季度归属于上市公司股东的 净利润为正后终止。 公告指出，除高管自愿降薪20%措施外，公司还将持续加大开源节流力度，重点做好市场开 拓、新产品研发和费用控制等工作，全方位提升公司的运营效率与市场竞争力，最终实现经营 业绩与盈利能力的显著提升。 同日，正业科技发布的《2024年度业绩 ...