龙净环保 20251124 摘要 龙净环保储能业务 2025 年 1-9 月交付电芯总量 5.9GWh，铁锂电芯产 能利用率高，上半年扭亏为盈，三季度加速盈利，与亿纬锂能合作提升 生产良率，增强制造端竞争力。 龙净环保装备业务拓展矿山重卡、矿山装备和高空爬壁机器人等领域， 已实现对普天矿山重卡的交付，参股湖南创远和吉泰智能，有望成为未 来重要增长点。 增加的新项目，而海外水电站项目则因高电价实现单瓦盈利超预期。这些都增 强了市场对未来绿电项目单位盈利能力的信心。 龙净环保在储能业务和其他新兴领域有何进展？ 龙净环保在储能业务方面积极恢复，并取得显著进展。今年（2025 年），储 能业务迎来了良好的反转，公司整体利润从去年（2024 年）的相对承压变成 今年（2025 年）的较好盈利。此外，公司还在探索矿山新能源、矿山绿电以 及爬壁机器人等新兴领域应用。这些新兴领域的发展为公司未来三年的持续增 长提供了较高确定性。 如何评价龙净环保目前的估值水平？ 紫金矿业全额认购龙净环保 20 亿元定增，持股比例增至近 34%，强化 资金支持，加速业务赋能，尤其在绿电项目方面，为公司未来发展奠定 基础。 2025 年前三季度 ...

另外，该车将原本分散的数十个传感器精简至3～5个，大幅提升了在雨雪、高粉尘等恶劣环境下的出勤稳定性，并配备1056度超大电 池组，支持20分钟至50分钟超级快充。 据了解，干同样的活，一辆无驾驶室的纯电矿卡对比传统的燃油车，每年减碳500吨以上，可节约90%人力。陈方明介绍："我们正在 推动整个行业迈向全机器人化、零碳运营的新时代。" 作为国家级专精特新"小巨人"企业，博雷顿是中国领先的"构网型光储+新能源车辆+无人驾驶"运营商。其武汉基地于去年5月投产，成 为武汉经开区第14家整车厂。今年5月，博雷顿登陆港交所，成为"零碳矿山机器人第一股"。 11月21日，武汉经开区博雷顿工厂内，随着一声长鸣，一辆无驾驶室的纯电矿卡缓缓驶下总装线。这款鲜绿车身的"钢铁巨兽"吸睛亮 相，标志着我国矿山装备正式跨入"原生无人化"新阶段。 长江日报记者在现场看到，这辆全新矿卡车身高4.8米，宽度4.5米，长度11米，其载重能力高达145吨。细看之下，驾驶室已然消失， 取而代之的是重要的集成设备占据了整个前舱空间。 矿区运输是一项艰巨的任务，操作过程中的容错率极低。现场大屏播放着该车在新疆矿区的实景作业：多台矿卡在尘土中自主列队行 ...

11月20日，冀凯股份跌5.19%，截至发稿，报9.86元/股，成交2.80亿元，换手率8.10%，总市值33.52亿 元。 太平量化选股混合A（021884）基金经理为张子权。 截至发稿，张子权累计任职时间3年207天，现任基金资产总规模70.37亿元，任职期间最佳基金回报 55.34%， 任职期间最差基金回报1.12%。 资料显示，冀凯装备制造股份有限公司位于河北省石家庄高新区湘江道418号，成立日期2003年5月16 日，上市日期2012年7月31日，公司主营业务涉及支护机具、安全钻机、掘进设备和运输机械等矿用机 械装备,是矿山装备的专业供应商与服务商。主营业务收入构成为：运输机械63.07%，安全钻机 24.27%，支护机具7.92%，采掘装备2.80%，其他(补充)1.93%。 从基金十大重仓股角度 数据显示，太平基金旗下1只基金重仓冀凯股份。太平量化选股混合A（021884）三季度持有股数3.83万 股，占基金净值比例为0.48%，位居第七大重仓股。根据测算，今日浮亏损失约2.07万元。 太平量化选股混合A（021884）成立日期2024年10月29日，最新规模6361.58万。今年以来收益 32 ...

证券日报网讯 冀凯股份11月18日在互动平台回答投资者提问时表示，公司是集研发、制造、销售及服 务于一体的高新技术企业，主营支护机具、安全钻机、掘进设备和运输机械等煤矿用机械产品，是矿山 装备的专业供应商与服务商。公司的产品主要用于支护施工、探水探瓦斯作业、巷道掘进、采煤工作面 煤炭运输和采掘工作面的辅助运输。公司也将积极关注产业链相关产品新兴领域的发展机会。 （编辑 袁冠琳） ...

Core Viewpoint - The company is actively innovating and implementing technologies for the development and utilization of deep special underground space resources, with a focus on geothermal energy and expanding its non-coal mining equipment business [1] Group 1: Development of Underground Resources - The company has initiated multiple technological innovations and practices in the field of deep special underground space resource development [1] - The subsidiary, Beijing Zhongmei, provides technical support for efficient underground space development through its deep well construction technology [1] - The Xi'an Research Institute has established a comprehensive deep detection capability for resource exploration and development, focusing on efficient heat exchange technology for mid-deep buried pipes [1] Group 2: Non-Coal Mining Equipment Progress - The company is actively expanding its advantages in the coal mining sector to non-coal mining, achieving certain results [1] - Some non-coal business areas have successfully implemented technology and products, such as extending coal mining machinery to bauxite and tunneling machines to potash and gold mines [1]

Group 1 - The core point of the news is that Jikai Equipment Manufacturing Co., Ltd. has seen a significant stock price increase of 10%, reaching 9.35 CNY per share, with a total market capitalization of 3.179 billion CNY [1] - Jikai's main business involves mining machinery and equipment, with revenue composition as follows: transportation machinery 63.07%, safety drilling rigs 24.27%, support tools 7.92%, mining equipment 2.80%, and others 1.93% [1] - The company is located in Shijiazhuang High-tech Zone, Hebei Province, and was established on May 16, 2003, with its listing date on July 31, 2012 [1] Group 2 - Taiping Fund has a significant holding in Jikai, with its Taiping Quantitative Stock Mixed A Fund (021884) holding 38,300 shares, representing 0.48% of the fund's net value, making it the seventh-largest holding [2] - The Taiping Quantitative Stock Mixed A Fund has achieved a return of 33% year-to-date, ranking 2635 out of 8147 in its category, and a one-year return of 31.53%, ranking 2022 out of 8056 [2] - The fund manager, Zhang Ziquan, has been in position for 3 years and 198 days, with the fund's total asset size at 7.037 billion CNY and the best return during his tenure being 52.52% [3]

Core Insights - The core focus of the news is the launch of the comprehensive coal storage safety solution by Zhonggan Group at the 21st China International Coal Mining Technology Exchange and Equipment Exhibition, showcasing a full-process intelligent management capability from perception to disposal and operation [1][2]. Group 1: Systematic Upgrade - Zhonggan Group's coal storage safety solution transitions from "passive disposal" to "active prevention," addressing three major pain points in traditional coal storage operations: high risks of manual clearing, difficulty in early warning for blockages and collapses, and low efficiency in fault handling [2]. - The solution integrates seven core modules, including a smart coal storage management platform and various monitoring and handling devices, creating a closed-loop intelligent management system that enhances safety management to a proactive prevention stage [2]. Group 2: Intelligent Clearing Robot - The intelligent clearing robot is the central equipment of Zhonggan Group's safety solution, featuring advanced technology such as high-speed flexible cutting, a 360° omnidirectional rotating arm with a working radius exceeding 50 meters, and explosion-proof performance due to the use of copper alloy hammer heads [2][3]. - The robot incorporates high-definition cameras and 3D radar for intelligent control, along with adaptive torque adjustment capabilities to ensure operational efficiency and wall safety [2]. Group 3: Recognition and Application - The intelligent clearing robot has been recognized as a "top ten benchmark case" by the National Mine Safety Supervision Bureau and has been awarded as a "three new" promotion equipment in Anhui Province, confirming its technological advancement and reliability [3]. - The solution has been implemented in over a hundred mines across the country, demonstrating good adaptability and stability in various geological conditions and storage environments, thus playing a key role in promoting mine automation and mechanization [3]. Group 4: Paradigm Shift in Mining Operations - The introduction of Zhonggan Group's coal storage safety solution signifies a fundamental shift in mining operation philosophy, moving from reliance on human intervention to technology-based prevention, and from experience-driven practices to data intelligence [4]. - The company aims to continue integrating intelligent equipment with system solutions to support the development of "less human, unmanned, intelligent, and green" mining operations, providing robust technical support for global mining safety and efficient operations [4].

Core Viewpoint - The Ministry of Industry and Information Technology has announced the ninth batch of manufacturing single champion enterprises, with 22 companies from Hunan province recognized, including 10 from Changsha, showcasing their unique competitive advantages in niche markets [1][20]. Group 1: Champion Enterprises - Changsha has 10 companies listed as manufacturing champions, including Changcheng Information, Daili New Materials, and Feiyi Co., each excelling in their respective fields [1][2]. - Notable products include Changcheng Information's financial self-service terminals, Daili New Materials' tungsten wire diamond saw wire, and Feiyi's complete equipment for mining solid waste filling [2][3]. Group 2: Technological Advancements - The engineering machinery sector in Changsha is evolving from traditional manufacturing to intelligent manufacturing and services, exemplified by Zoomlion's mini concrete mixer truck, which has a maximum climbing gradient of 28% [3][5]. - Iron Construction Heavy Industry's integrated tunneling and anchoring machine addresses long-standing issues in the coal mining industry, showcasing advanced performance and remote monitoring capabilities [8][10]. Group 3: Breaking Technological Barriers - Daili New Materials has successfully broken the foreign monopoly on diamond wire technology, achieving international leading levels in high-strength ultra-fine tungsten wire products [11][13]. - Top Technology's chemical vapor deposition furnace for carbon-ceramic composite materials is set to enhance its R&D capabilities with a new facility expected to be operational by 2027 [13]. Group 4: Digital Empowerment - Sanofi's blood glucose monitoring system offers continuous tracking for diabetes patients, significantly improving user experience and management [17]. - Changcheng Information's self-service terminals redefine banking services, allowing users to perform transactions without waiting in line [19]. Group 5: Strategic Development - Changsha's strategic focus over the past decade has led to the implementation of various smart manufacturing policies, driving the transition from automation to system reconstruction [20]. - The city employs a tiered cultivation strategy to support enterprises of different sizes, ensuring a resilient industrial ecosystem [20].

Group 1 - The core viewpoint of the news is that Jikai Equipment Manufacturing Co., Ltd. has seen a significant stock price increase of 5.33%, reaching 8.50 CNY per share, with a total market capitalization of 2.89 billion CNY [1] - Jikai's main business involves mining machinery equipment, including support tools, safety drilling rigs, tunneling equipment, and transportation machinery, with the revenue composition being 63.07% from transportation machinery, 24.27% from safety drilling rigs, 7.92% from support tools, 2.80% from mining equipment, and 1.93% from other sources [1] Group 2 - Taiping Fund has a significant holding in Jikai, with its Taiping Quantitative Stock Mixed A Fund (021884) holding 38,300 shares, accounting for 0.48% of the fund's net value, ranking as the seventh largest holding [2] - The Taiping Quantitative Stock Mixed A Fund has achieved a year-to-date return of 27.13%, ranking 3745 out of 8152 in its category, and a one-year return of 25.85%, ranking 3631 out of 8038 [2] Group 3 - The fund manager of Taiping Quantitative Stock Mixed A Fund is Zhang Ziquan, who has been in the position for 3 years and 186 days, managing a total asset size of 7.04 billion CNY, with the best fund return during his tenure being 50.76% [3]

Group 1 - The core point of the article is that Beikong Technology (SH 600980) held its 15th meeting of the 8th board of directors on October 24, 2025, to review documents including the proposal to revise the company's compliance management measures [1] - For the fiscal year 2024, Beikong Technology's revenue composition is as follows: mining equipment accounts for 76.13%, magnetic materials account for 23.75%, and other businesses account for 0.13% [1] - As of the time of reporting, Beikong Technology has a market capitalization of 4.6 billion yuan [1] Group 2 - The article mentions that Chinese innovative drugs have generated $80 billion in overseas licensing this year, highlighting a hot secondary market in biomedicine while the primary market faces fundraising challenges [1]