证券日报网讯 1月5日，先导智能在互动平台回答投资者提问时表示，公司生产的设备可用于钙钛矿电 池与固态电池的制造，其具备应用于卫星等航天器的技术潜力。目前，已有下游客户在相关领域进行布 局与验证。 （文章来源：证券日报） ...

豪森智能回复称，公司在固态电池领域已储备模组PACK段工艺装备的相关技术，具备面向模组PACK 量产线的技术方案能力和交付能力。同时，公司面向固态电池等新工艺电池的叠片机设备已投入客户产 线应用，具备量产能力。 格隆汇1月4日｜有投资者在互动平台向豪森智能公司提问：请问公司在固态电池用的设备是否有量产能 力？ ...

每经AI快讯，12月31日，豪森智能在互动平台表示，公司在固态电池领域已储备模组PACK段工艺装备 的相关技术，具备面向模组PACK量产线的技术方案能力和交付能力。同时，公司面向固态电池等新工 艺电池的叠片机设备已投入客户产线应用，具备量产能力。 ...

在固态电池的生产中引入等静压工艺，可以精准控制电极密度、厚度以及孔隙率等关键参数，并使得固 态电池的电极和电解质材料紧密的结合在一起，优化界面接触，同时降低内部电阻，提高固态电池的离 子电导率和机械强度等，同时也可减少固态电池生产工序，降低生产成本。 等静压设备的核心壁垒在于钢丝预应力缠绕结构的搭建、高压密封与超高压容器的匹配以及安全认证与 资质的考量，而应用于固态电池量产中目前仍存在难点，包括1)一次升压、保压、卸压循环可能长达数 十分钟，当前阶段难以非连续性，2)能否通过提升腔体大小或者改变产线等静压设备节拍降低核心设备 门槛等方式降低成本。 智通财经APP获悉，方正证券发布研报称，等静压成型技术核心原理为帕斯卡原理，高压容器中的粉体 在各个方向上受到的压力是均匀的和大小一致的。在固态电池应用中，较难使用辊压设备或后道加压化 成设备替代等静压设备。海外等静压机企业经验较丰富，国内企业紧随其后积极布局，目前已有成功研 发的厂商，建议重点关注先导智能(300450.SZ)、荣旗股份、纳科诺尔(920522.BJ)等厂商情况 方正证券主要观点如下： 等静压设备分为热等静压、温等静压和冷等静压 固态电池在室温下的 ...

Core Viewpoint - The company has achieved mass production-level delivery of a complete solid-state battery line solution, with all core equipment developed independently and optimized in collaboration with leading customers [2]. Group 1: Company Developments - The company has successfully implemented mass production of solid-state battery solutions, covering all process stages including electrode preparation, electrolyte membrane preparation, isostatic densification, and post-process testing [2]. - All core equipment for solid-state batteries is fully self-developed, indicating a strong focus on in-house innovation [2]. - The company collaborates with leading customers to optimize process adaptability, enhancing the effectiveness of its solid-state battery solutions [2]. Group 2: Customer Base - The company's solid-state battery equipment clients include major domestic and international battery manufacturers and automotive companies, showcasing a broad market reach [2].

纳科诺尔 20251125 摘要 纳克诺尔 2025 年三季报显示业绩承压，但高端滚压设备领域已成国内 头部，海外市场（欧洲、北美、东南亚）增长显著，现有超过 20 亿元 订单滚动交付，其中海外订单约 2 亿人民币，主要来自直接出口和国内 客户海外建厂。 公司积极布局固态电池领域，尤其在干法电极设备方面，已与广汽合作 提供正负极干法线，并开发负极锂带压延、补锂、高压成型等静压设备， 实现小批量交付验证。邢台高标准固态电池实验室预计下月投入使用， 加速设备量产。 预计 2026 年纳克诺尔盈利能力将提升，受益于海外订单占比增加，海 外本土电池企业订单盈利能力高于国内出海项目，后者又优于纯粹国内 项目。目前滚动交付的 20 多亿元订单中，海外订单占相当比例。 干法电极技术主要集中在负极，正极方面仍面临挑战，如小粒径材料问 题。各大厂商积极探索，预计未来几年内，材料、工艺和设备协同突破， 干法正极技术将逐步规模化应用。新技术量产至少还需半年，需材料、 工艺和设备共同进步。 Q&A 纳克诺尔公司近期的市场表现和主要业务进展如何？ 纳克诺尔公司成立于 2000 年，专注于电池滚压设备的研发、设计、生产和制 造。总部位于 ...

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]

Company Overview - Shenzhen Zhongji Automation Co., Ltd. was established on May 8, 2004, and is located in Shenzhen, China. The company specializes in the research, design, production, and sales of automation equipment for lithium battery manufacturing [1][2]. - The company focuses on the assembly (mid-stage) and testing (post-stage) of lithium battery cells, offering products such as automated production lines and intelligent specialized machines for various battery forms including cylindrical, soft-pack, and square batteries [2]. Financial Performance - The company's revenue for the years 2022 to 2024 is projected to be 644 million yuan, 853 million yuan, and 754 million yuan respectively. The net profit attributable to shareholders for the same years is expected to be 14.97 million yuan, 35.55 million yuan, and 28.88 million yuan [2]. - In the first half of 2025, the company reported a revenue of 170 million yuan, a decrease of 57.33% year-on-year. The net loss attributable to shareholders was 47.62 million yuan, compared to a profit of 2.30 million yuan in the same period last year. The gross profit margin was 24.81%, up from 20.18% year-on-year [2][3]. Shareholding Structure - The major shareholders of Shenzhen Zhongji are He Weiguo and Song Yuping. He Weiguo directly holds 18.05 million shares, accounting for 28.81% of the total share capital, and indirectly controls an additional 3.61% through a partnership. In total, he controls 32.42% of the company [1][5]. - Song Yuping directly holds 10.22 million shares, representing 16.31% of the total share capital. Together, He Weiguo and Song Yuping control 48.73% of the company, as per their agreement to act in concert [6]. Management Team - He Weiguo serves as the Chairman and General Manager of Shenzhen Zhongji, while Song Yuping is the Director and Deputy General Manager. He Weiguo has a background in engineering and has held various managerial positions in the automation industry since 2004. Song Yuping has experience in production management and has been with the company since its inception [7].

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]