证券代码：301222 证券简称：浙江恒威 | | □特定对象调研 □分析师会议 | | --- | --- | | □媒体采访 投资者关系 | □业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | □现场参观 | 一对一沟通 | | □其他 | | | 参与单位及人员 | 中银国际证券 陶波 | | 时间 2025 年 | 12 月 12 日 10:00-11:00 | | 地点 | 公司董事会秘书办公室 | | 上市公司接待人员 | 董事会秘书兼财务负责人 杨菊女士 | | | 公司董事会秘书兼财务负责人杨菊女士就投资者关注的问题进行 | | | 回复，具体互动交流的情况如下： | | | 问：目前公司经营情况是怎样的？ | | | 答：公司专业从事高性能环保锌锰电池的研发、生产及销售， | | | 主要产品包括 LR03、LR6、LR14、LR20、6LR61 系列碱性电池及 | | | 系列碳性电池，产品主要出口销往欧 R03、R6、R14、R20、6F22 | | | 洲、北美、日韩等发达国家和地区，服务国际商业连锁企业、知名 | | | 品牌运营商及大型贸易商等优质客户，提供自身 ...

格隆汇12月12日｜近期，中国科学院合肥物质院固体所王振洋研究员团队在锂离子电池硅碳复合负极材 料领域取得系列进展。团队针对硅基材料界面不稳定的瓶颈问题，创新性地提出了激光引导共价键合策 略与分级双涂层协同调控策略，显著提升了电池的循环稳定性与电化学性能。另外，为进一步解决传统 SEI层机械稳定性与离子传输效率问题，团队通过多维度探索，提出了一种采用聚苯胺（PANi）和激光 诱导石墨烯（LIG）分级双涂层协同调控策略。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com （责任编辑：宋政 HN002） ...

经济观察网据人民财讯消息，近期，中国科学院合肥物质院固体所王振洋研究员团队在锂离子电池硅碳 复合负极材料领域取得系列进展。团队针对硅基材料界面不稳定的瓶颈问题，创新性地提出了激光引导 共价键合策略与分级双涂层协同调控策略，显著提升了电池的循环稳定性与电化学性能。针对硅碳界面 的本征稳定性问题，研究团队首先开发了一种激光引导共价键合策略。实验结果显示，优化后的 SiOx/NLIG-8%复合负极在2.0A/g的高电流密度下循环1000次后，容量保持率高达91.3%，展现出优异的 长期循环稳定性。另外，为进一步解决传统SEI层机械稳定性与离子传输效率问题，团队通过多维度探 索，提出了一种采用聚苯胺(PANi)和激光诱导石墨烯(LIG)分级双涂层协同调控策略。上述两项工作通 过多尺度界面工程调控策略，实现了从化学键合锚定到宏观结构应力耗散的协同优化，有效解决了硅基 材料界面不稳定难题，为开发长寿命、高能量密度的锂离子电池负极材料提供了全新思路。 ...

固态电池头部企业卫蓝新能源拟创业板上市。 12月11日晚间，胜通能源(001331)公告，控股股东等人同意将其持有的公司8464.38万股股份（占胜 通能源总股本的29.99%）转让给七腾机器人有限公司（以下简称"七腾机器人"）及其一致行动人。 同时，七腾机器人和/或其指定适格第三方拟以标的股份转让完成为前提，向公司的全体股东发出 部分要约收购，要约收购股份数量为4233.6万股（占胜通能源总股本的15%），其中龙口云轩、龙口同 益、龙口弦诚及龙口新耀共同申报预受要约4192.32万股无限售条件流通股份。 本次交易完成后，七腾机器人将拥有上市公司44.99%的股份及该等股份对应的表决权，上市公司 控股股东变更为"七腾机器人"，公司股票12月12日（星期五）开市起复牌。 资料显示，七腾机器人是一家集特种机器人设计、研发、生产、销售、服务为一体的专精特新"小 巨人"企业，在应急安全领域处于头部地位，公司产品涵盖防爆化工轮式巡检机器人、防爆化工四足机 器人、防爆化工挂轨巡检机器人等。 固态电池头部企业启动IPO 12月11日，证监会网站披露，北京卫蓝新能源科技股份有限公司（以下简称"卫蓝新能源"）启动A 股IPO并 ...

Core Viewpoint - CATL (03750) opened nearly 3% higher and is currently up 2.95% at HKD 523, with a trading volume of HKD 62.74 million [1] Group 1: Financial Actions - On December 10, CATL announced plans to issue bonds not exceeding RMB 10 billion (including RMB 10 billion) to optimize its debt structure and reduce financing costs [1] - The board has proposed to authorize the general manager or their designee to handle all matters related to the bond registration and issuance [1] Group 2: Innovation and Development - Recently, CATL's ecological enterprise, Fei Aviation Technology, launched the world's first "sea and air integrated low-altitude economic solution," combining a "zero-carbon water airport" with eVTOL aircraft [1] - This innovative solution extends low-altitude infrastructure to vast water areas, marking a significant breakthrough in infrastructure and application scenarios [1] - The solution includes energy assurance through light storage and charging systems, as well as an intelligent scheduling system [1]

Group 1 - The core viewpoint of the article highlights that CATL (宁德时代) has seen a nearly 3% increase in stock price, currently trading at 523 HKD, with a transaction volume of 62.74 million HKD [1] - On December 10, CATL announced plans to issue bonds not exceeding 10 billion RMB to optimize its debt structure and reduce financing costs, with the board authorizing the general manager to handle the issuance [1] - CATL's ecological enterprise, Fei Aviation Technology, has launched the world's first "sea and air integrated low-altitude economic solution," combining a "zero-carbon water airport" with eVTOL aircraft, marking a significant breakthrough in low-altitude infrastructure [1]

Core Viewpoint - CATL (宁德时代) has announced plans to issue bonds up to RMB 10 billion to optimize its debt structure and reduce financing costs, reflecting its commitment to support production and business development [1] Group 1: Financial Developments - CATL's board has approved the registration and issuance of bonds not exceeding RMB 10 billion, with the authority granted to the general manager or authorized personnel to handle related matters [1] - As of the latest trading data, CATL's stock opened nearly 3% higher and is currently up 2.95%, trading at HKD 523 with a transaction volume of HKD 62.74 million [1] Group 2: Innovation and Industry Impact - CATL's ecological enterprise, Fei Aviation Technology, has launched the world's first "sea and air integrated low-altitude economic solution," combining a "zero-carbon water airport" with eVTOL aircraft [1] - This innovative solution extends low-altitude infrastructure to vast water areas, marking a significant breakthrough in infrastructure and application scenarios [1] - The solution includes energy assurance through light storage and charging systems, along with an intelligent scheduling system [1]

海关总署公布了今年前11个月的外贸数据，2025年我国货物贸易顺差首次突破1万亿美元大关，创历史 新高。这一数字不仅是量的跨越，更是质的宣言。在外部环境风高浪急、脱钩断链噪音不绝于耳的背景 下，中国外贸非但没有如某些西方观察者预言般"断崖式下跌"，反而逆势上扬、稳中有进。 这一历史性成绩的取得，不是偶然的运气，而是全球市场规律与中国产业韧性共同作用的必然结果。 如果说几十年前的顺差更多依靠以量取胜的汗水经济，那么今天的突破，则更清晰地标注了中国产业由 大变强的升级轨迹。万亿美元顺差不是单一产品的偶然冲高，而是产业体系能力长期积累后的一次集中 呈现。 细看这份顺差的结构变化，质量和技术含量同步提升，整体附加值持续攀升。以电动汽车、锂电池、太 阳能电池为代表的"新三样"，正在从增长亮点走向关键支撑。它们的意义不止在于出口规模的扩张，更 在于中国外贸的竞争逻辑正在发生变化：过去更依赖价格与规模，如今更依赖技术迭代、产业配套和交 付确定性。"新三样"的崛起说明中国外贸竞争力正在从价格优势转向技术迭代与全链条能力。 "新三样"能够形成持续竞争力，根子在于产业链的完整与协同。中国是世界上唯一拥有联合国产业分类 中全部工业 ...

Group 1 - A new company, Xuzhou Beiyuan Power Co., Ltd., has been established with a registered capital of 6 million RMB [1] - The legal representative of the company is Li Bangyou [1] - The company's business scope includes the production and sales of battery components, automotive parts manufacturing, and various technology services [1] Group 2 - The company is involved in the manufacturing and sales of industrial automation control systems and smart power distribution and control equipment [1] - It also offers services in technology development, consulting, and promotion, as well as software development and engineering research [1] - The company operates under a general project framework, allowing it to conduct business activities independently as per its business license [1]

Core Viewpoint - The company, Nanhu Power (300068), is planning a change in control and will suspend trading of its stock, which has recently seen a significant price increase of nearly 9% to 18.38 CNY per share, resulting in a market capitalization of 16.51 billion CNY [2][4]. Group 1: Control Change and Stock Suspension - The company announced that its controlling shareholders are in the process of planning a change in control and the sale of the lead recycling segment [2][4]. - Trading of the company's stock will be suspended starting December 12, with an expected suspension period of no more than two trading days [2][4]. Group 2: Business Operations and Financial Performance - The company has recently completed business registration changes, adjusting its registered capital to 898 million CNY, while maintaining its core business areas [4]. - For the first three quarters of the year, the company reported revenue of approximately 5.911 billion CNY, a year-on-year decline of 24.80%, primarily due to a strategic reduction in the lead recycling segment [5]. - The company recorded a net loss attributable to shareholders of about -220 million CNY, compared to a profit of 247 million CNY in the same period last year [5]. - Despite the losses, the company indicated a turnaround in operational performance starting from the second quarter, with significant improvements in the third quarter, where battery products achieved a gross profit of 330 million CNY [5]. Group 3: Future Development and Market Position - The company has secured multiple high-pressure lithium battery data center projects, indicating a strong order backlog in the data center market, which is a key area for expansion [6]. - The company plans to increase its lithium battery production capacity from 1.5 GWh to a total of 2.5 GWh next year, demonstrating its ability to quickly scale production to meet customer demand [6]. - The company aims to focus on lithium batteries and continue advancing its new energy storage, communication, and data center storage businesses, while maintaining a competitive edge in traditional sectors [6].