Group 1 - The company is currently developing prototype solid-state battery equipment and has not yet started deliveries [2]

Core Viewpoint - The 2025 High-Performance Lithium Battery Annual Conference will take place from November 18-20 in Shenzhen, focusing on solid-state battery applications driven by new scenarios [2] Group 1: Solid-State Battery Technology - Solid-state batteries represent cutting-edge technology, requiring the introduction and transition of new materials, processes, and equipment, necessitating multi-party collaboration across the entire industry chain [4] - Shenzhen Zhongji has achieved breakthroughs in key technologies for solid-state soft-pack battery cell assembly lines, including ultrasonic ear welding technology, precision punching technology for aluminum-plastic films, and precision sealing technology for aluminum-plastic films [4] Group 2: Equipment Innovations - In terms of square cell equipment, Shenzhen Zhongji has introduced precise temperature and pressure control technology, efficient dust removal technology, and closed-loop control technology for ultrasonic welding quality [5] - For soft-pack cell equipment, the company has developed precision punching forming technology for aluminum-plastic films, precision sealing, and non-destructive folding technology [6] - In pressure formation equipment, low-resistance high-current multifunctional conductive clamp technology and pressure consistency adaptive technology have been implemented [7] Group 3: Company Overview - Shenzhen Zhongji Automation Co., Ltd., established in 2004, is a national high-tech enterprise and a key small giant enterprise specializing in "specialized, refined, and innovative" technologies, with over 350 R&D personnel and 487 authorized intellectual property rights [7] - The company provides high-quality, high-efficiency automation equipment and integrated solution services for the new energy battery sector [7] Group 4: Event Highlights - The conference will also feature a 15th-anniversary celebration and the High-Performance Golden Ball Award ceremony, along with the release of a blue paper and themed sessions addressing industry concerns [9]

| 辅导对象 | 深圳市中基自动化股份有限公司 | | --- | --- | | 成立日期 | 2004年5月8日 | | 注册资本 | 6.266.15 万元 法定代表人 何卫国 | | 注册地址 | 深圳市宝安区燕罗街道塘下涌社区三工业区桂花路1号A栋101至 | | | 301 及 B 栋,塘下涌工业大道 133 号 A1 栋一、二层 | | | 何卫国直接持有公司 1,805.06万股股份,占公司总股本的28.81%, | | | 同时担任公司员工持股平台华听投资的执行事务合伙人,通过华昕 | | | 投资间接控制公司3.61%的股份,何卫国通过直接持股和间接支配 | | | 的方式合计控制公司 32.42%的股份;宋玉平直接持有公司 | | 控 股 股 东 | 1,021.88 万股股份,占公司总股本的 16.31%。根据何卫国与宋玉 | | | 平于2019年3月签署的《一致行动协议》,协议约定双方在公司治 | | 及持股比 | 理各方面保持一致行动。因此,何卫国与宋玉平合计控制公司 | | 例 | | | | 48.73%的股份,且何卫国与宋玉平作为一致行动股东,依其持有及 | 瑞财经 刘治颖 ...

Core Viewpoint - The company, Lian De Equipment (300545), is focusing on the production equipment for the mid-to-late stages of lithium battery manufacturing, with a particular emphasis on solid-state battery equipment and ultrasonic welding technology [1] Group 1: Company Overview - Lian De Equipment's main products include die-cutting and stacking equipment for lithium batteries, cell assembly lines, and fully automated pack line equipment [1] - The company has achieved technological breakthroughs in solid-state battery equipment, with ultrasonic welding equipment already shipped to customers [1] Group 2: Market Position and Strategy - The current order scale for solid-state battery equipment is limited, primarily catering to customer research and pilot testing needs, indicating that the business is still in the early stages of market development [1] - The company plans to continuously monitor industry demand changes and actively seize market opportunities [1] Group 3: Technological Integration - Some of the company's products require the integration of robotic technologies during the design phase to provide specialized, high-performance high-end intelligent equipment and solutions [1] - The company has not yet engaged in the production or sales of robotic equipment [1]

Core Viewpoint - The company, Lianpeng Intelligent, focuses on the production of lithium battery manufacturing equipment and has made technological breakthroughs in solid-state battery equipment, although its current order scale is limited and primarily supports customer R&D and pilot testing needs [1] Group 1: Company Overview - Lianpeng Intelligent specializes in the mid-to-late stage production equipment for lithium batteries, including die-cutting and stacking equipment, cell assembly lines, and pack line automation equipment [1] - The company has achieved technological breakthroughs in solid-state battery equipment, with ultrasonic welding process equipment already shipped to customers [1] - The overall business is still in the early stages of market development, with a focus on adapting to industry demand changes and seizing market opportunities [1] Group 2: Product and Technology - Some products require the use of robotic technology during the design phase to provide specialized, high-performance high-end intelligent equipment and solutions for customers [1] - The company currently does not engage in the production or sales of robots [1]

Core Viewpoint - The company ST Yifei (688646.SH) has successfully overcome key technical challenges in the manufacturing of cylindrical all-tab batteries, leading to a strong order situation for its equipment and recognition from domestic and international clients [2]. Group 1: Technical Challenges - The main technical difficulties in the manufacturing process of cylindrical all-tab batteries include precision and flatness control of the positive and negative electrode current collectors, welding of high-reflectivity materials, control of welding penetration thickness, and control of temperature rise during welding [2]. Group 2: Market Outlook - The market prospects for large cylindrical all-tab batteries are promising, with the company’s strategic partner, Jinyu New Energy, having launched the "Wuji" all-solid-state lithium metal cylindrical battery, which has been officially delivered to a leading international client [2]. Group 3: Equipment Orders - The company currently has a robust order situation for its cylindrical cell equipment, indicating strong demand and confidence in its technology [2].

Core Viewpoint - The company has successfully established a complete production process for lithium metal solid-state batteries and received significant orders for production equipment, marking a milestone in the industry [1] Group 1: Technology Development - The company is the first in the industry to pursue dual technology routes: "lithium metal anode + oxide electrolyte" and "silicon-carbon anode + sulfide electrolyte" [1] - The company has achieved multiple technological breakthroughs in key manufacturing processes for solid-state batteries, including the preparation of all-solid-state electrodes and the assembly of bare cells [1] Group 2: Production and Orders - The company has secured a 2GWh production equipment order valued at 400 million yuan, which is the first commercial order for high-energy lithium metal solid-state battery equipment in the industry [1] - The company has provided pilot line equipment for sulfide solid-state batteries to several leading global new energy technology companies, with the equipment receiving high recognition from customers and being shipped continuously [1]

Core Viewpoint - The company has successfully achieved full-process production capabilities for lithium metal solid-state batteries and received a significant order for production equipment, marking a milestone in the industry for commercial viability of high-energy lithium metal solid-state batteries [1] Group 1: Production Capabilities - The company has completed the entire production process for lithium metal solid-state batteries, including key manufacturing equipment [1] - The company has received a 2GWh production equipment order valued at 400 million yuan, which is the first commercial order for high-energy lithium metal solid-state battery equipment in the industry [1] Group 2: Technological Breakthroughs - The company has made multiple technological breakthroughs in critical areas of solid-state battery manufacturing, including the preparation of solid-state electrodes and electrolytes, as well as assembly processes [1] - The company is providing trial production line equipment for sulfide solid-state batteries to several leading global new energy technology companies, which have recognized the equipment's quality and are beginning to receive shipments [1]

Core Viewpoint - The company has accumulated multiple billion orders in the semi-solid battery equipment sector and has provided pilot line equipment for two leading clients in the all-solid-state battery equipment area, entering the trial production phase [1] Group 1: Orders and Revenue - The company has signed new orders this year, showing a significant year-on-year increase, surpassing the total orders of the previous year [1] - The annual target for orders is set at 4.5 billion yuan (including tax), which is expected to be achieved, with approximately 70% of this coming from the lithium battery sector, primarily from leading clients [1] Group 2: Equipment and Technology - The equipment provided by the company includes laser welding, laser cleaning (scoring), and glue dispensing equipment [1] - Currently, the all-solid-state battery technology is still in the research and development stage, focusing on pilot and pilot production lines, and has not yet entered large-scale mass production [1] Group 3: Future Prospects - More clients and products are expected to materialize in 2026 as the company continues technical integration with other battery manufacturers [1]

Group 1 - The company has announced a collaboration with a well-known solid-state battery manufacturer and has already shipped solid-state battery equipment [1]