锂电材料及设备
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科达制造股价涨5.17%,安信基金旗下1只基金重仓,持有49.23万股浮盈赚取41.35万元
Xin Lang Cai Jing· 2026-01-30 02:04
Group 1 - Keda Manufacturing's stock price increased by 5.17% to 17.10 CNY per share, with a trading volume of 615 million CNY and a turnover rate of 1.92%, resulting in a total market capitalization of 32.795 billion CNY [1] - The stock has risen for 10 consecutive days, with a cumulative increase of 0% during this period [1] - Keda Manufacturing, established on December 11, 1996, and listed on October 10, 2002, operates in the production and sales of building materials machinery, overseas building materials, lithium battery materials and equipment, and has strategic investments in lithium salt business [1] Group 2 - Keda Manufacturing's revenue composition includes 46.06% from overseas building materials, 31.38% from building materials machinery, 11.33% from lithium battery materials, 8.68% from new energy equipment, and 2.55% from other sources [1] - Anxin Fund holds Keda Manufacturing as a significant investment, with Anxin Consumer Medicine Stock A (000974) owning 492,300 shares, representing 3.69% of the fund's net value, ranking as the ninth largest holding [2] - The fund has generated an estimated floating profit of approximately 413,500 CNY today, with no floating profit during the 10-day rising period [2]
【掘金行业龙头】锂电材料+设备+固态电池,固态电池设备已取得超2亿订单,固态电解质实现量产,这家公司锂电材料年产能20万吨
财联社· 2025-11-14 04:22
Core Viewpoint - The article emphasizes the investment value of solid-state battery technology, highlighting significant orders and production achievements in the lithium battery materials and equipment sector [1]. Group 1: Industry Overview - The solid-state battery equipment has secured over 200 million in orders, indicating strong market demand and growth potential [1]. - The solid electrolyte has achieved mass production, which is a critical milestone for the advancement of solid-state battery technology [1]. - The lithium battery materials have an annual production capacity of 200,000 tons, showcasing the company's capability to meet increasing market needs [1]. Group 2: Competitive Landscape - The company is noted as the only integrated enterprise within the industry chain, breaking the monopoly of overseas suppliers in base film equipment [1].