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纳科诺尔固态电池关键设备正式交付头部客户 固态电池装备领域技术突破进入产业化应用阶段
Quan Jing Wang· 2025-07-22 02:41
Core Insights - Nakanor has successfully delivered key solid-state battery equipment to leading customers, marking a significant milestone in the industrial application of solid-state battery technology [1][2] - The delivered equipment addresses critical pain points in the manufacturing process of solid-state batteries, receiving high recognition from clients, which validates Nakanor's advanced technological solutions [1][2] Company Overview - Nakanor specializes in providing high-precision and stable equipment for battery production, including lithium-ion battery rolling machines and related services, and has served notable companies such as CATL, BYD, and Panasonic [1][2] - The company has invested over 52 million yuan in R&D over the past three years, holding a total of 206 patents, including 25 invention patents [2] Industry Context - The solid-state battery sector is experiencing accelerated industrialization, with the solid-state battery index rising over 30% since the beginning of the year, reflecting growing investor interest [3] - Solid-state batteries are recognized for their high energy density and safety, making them a key focus for future applications in electric vehicles, energy storage, and consumer electronics [3] Strategic Plans - Nakanor aims to maintain its leading position in the domestic lithium battery production equipment market while actively seeking expansion into multiple fields to create new growth drivers [4] - The company plans to enhance its market competitiveness by increasing R&D investments to improve equipment intelligence and digitalization, as well as expanding into overseas markets [4]
杭可科技(688006):2024年报、2025年一季报点评:25Q1营收环比改善,看好公司海外市场布局
Soochow Securities· 2025-05-04 09:27
证券研究报告·公司点评报告·电池 杭可科技(688006) 2024 年报&2025 年一季报点评:25Q1 营收 环比改善,看好公司海外市场布局 买入(维持) | [Table_EPS] 盈利预测与估值 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入(百万元) | 3,932 | 2,981 | 3,770 | 4,625 | 5,481 | | 同比(%) | 13.83 | (24.18) | 26.45 | 22.68 | 18.51 | | 归母净利润(百万元) | 809.09 | 326.34 | 425.26 | 584.85 | 725.66 | | 同比(%) | 64.92 | (59.67) | 30.31 | 37.53 | 24.08 | | EPS-最新摊薄(元/股) | 1.34 | 0.54 | 0.70 | 0.97 | 1.20 | | P/E(现价&最新摊薄) | 12.72 | 31.54 | 24.20 | 17.60 | 14.18 | ...