2025年9月的A股市场，掀起了固态电池热。 这波搅动行业的浪潮背后，一家来自无锡的上市公司尤为亮眼——先导智能（300450）（300450.SZ）在一个月内股价暴涨 80%，从8月28日的收盘价29.59元/股，一路涨至10月10日收盘价54.79元/股，最新市值高达858.1亿元。其间公司市值更一度突破 千亿元，并两度公告股票交易异常波动。 按照在上市公司29.31%的持股比例，公司创始人王燕清目前身价已超251亿元。 1990年代，王燕清带着8万元启动资金白手起家创业。从不起眼的小作坊开始做起，凭借对技术的执念，打造成国内电容器设备 龙头。2008年，王燕清决定将当时已稳赚不赔电容器成熟业务砍掉，全身心投入锂电装备的研发中。 这场转型带来了新的机会，先导智能搭上了锂电周期的发展快车。常年一门心思扑在研发一线是外界对王燕清的深刻印象。 而多年的积累让其成为了如今锂电设备赛道上不容忽视的玩家。尤其是与宁德时代（300750）的牵手：2014年元旦，宁德时代 与先导智能签订了合计5996.9万元的采购合同，合同期限为三年。 作为率先实现固态电池整线解决方案交付的设备企业，其亦有望率先受益于固态电池产业化前夜 ...

倒计时39天 2025（第十五届）高工锂电年会 暨十五周年庆典&高工金球奖颁奖典礼 主办单位： 高工锂电、高工产研（GGII） 协办单位： 卡洛维德 总冠名： 海目星激光 年会特别赞助： 大族锂电 专场冠名： 英联复合集流体、逸飞激光、华视集团、欧科工业空调 金球奖全程特约赞助： 思客琦 时间&地点： 2025年11月18-20日 深圳前海华侨城JW万豪酒店 会议合作： 陈女士 13560731836（微信同号） "跟着行业'卷'规模，这事我不擅长，但是，时代高科24年的长期战略定力，就是聚焦、做专、做精、做强，深耕细分市场，专注核心业务，在关键性 能指标（例如精度、可靠性、寿命、效率、能耗等）上达到国际先进领先水平；时代高科获得近20个最高级别的国际化认证，真空干燥装备的市场占 有率全球25%、国内27%；" "时代高科拥有全球领先的市场地位与品牌影响力，主持制定国家《锂离子电池真空干燥系统技术规范》，参与制定《真空技术-真空计技术规范》等 多项国家标准；" "筑牢企业的护城河，坚定自己的核心竞争力，真的比什么都重要。" 时代高科董事长 田瀚溶在高工锂电年会 在时代高科的办公室里，董事长田瀚溶谈及24年创业 ...

Event Overview - The Guangdong Province Live Job Recruitment Event will be held from July to December 2025, featuring 40 online job fairs [2] - The event is guided by the China Small and Medium Enterprises Development Promotion Center and co-hosted by various provincial departments and organizations [2] Live Event Details - The 12th live event will take place on September 28, 2025, from 14:00 to 16:00 [5] - The event will be held at Delish Space Gravity City, located at 201 Yuehui Road, Daojiao Town, Dongguan City, Guangdong Province [6] Participating Companies Guangdong Liko New Energy Co., Ltd. - Established in 2010, the company focuses on the research, production, sales, and service of secondary lithium batteries [6] - Initial investment was 20 million RMB, followed by an additional 30 million RMB investment in Dongguan [6] - Products are used in various sectors including consumer electronics, smart home, and medical devices [6] Dongguan Aohai Technology Co., Ltd. - Founded in 2012, it is a leading energy application innovation company with over 10,000 employees [8] - The company has a market share of nearly 18% in mobile phone chargers as of 2024, ranking first globally [8] - Focus areas include smart IoT devices, new energy vehicles, and digital energy solutions [8] Dongguan Hongyu Intelligent Equipment Co., Ltd. - Established in 2012, it specializes in lithium battery equipment manufacturing and services [10] - The company is recognized as a national high-tech enterprise and serves many well-known global clients [10] Guangdong Meina Anti-Counterfeiting Technology Co., Ltd. - Focuses on invisible anti-counterfeiting technology and has developed proprietary nano-quantum materials [12][13] - The company provides a wide range of anti-counterfeiting products applicable in various high-value sectors [12][13] Dongguan Yihau Electronic Technology Co., Ltd. - A national-level specialized and innovative "little giant" enterprise focusing on smart city products [14] - The company offers advanced products and system solutions for various smart applications [14] Job Opportunities Guangdong Liko New Energy Co., Ltd. - Positions available include PE Engineer, Process Engineer, and Project Manager with salaries ranging from 5,000 to 25,000 RMB [7] Dongguan Aohai Technology Co., Ltd. - Hiring for roles such as Senior Electronic Engineer and Senior Project Manager with salaries between 9,000 and 40,000 RMB [9] Dongguan Hongyu Intelligent Equipment Co., Ltd. - Open positions include Debug Engineer and Mechanical Engineer with salaries from 8,000 to 30,000 RMB [11] Guangdong Meina Anti-Counterfeiting Technology Co., Ltd. - Positions available include General Manager Assistant and Key Account Manager with salaries from 10,000 to 20,000 RMB [14]

投资者关系活 动类别 ☐特定对象调研 ☐分析师会议 ☐媒体采访 业绩说明会 ☐新闻发布会 ☐路演活动 ☐现场参观 ☐其他（请文字说明其他活动内容） 参与单位名称 及人员姓名 参加2025年半年度业绩说明会的全体投资者 时间 2025年9月25日（星期四）15:00—17:00 地点 价值在线（www.ir-online.cn） 上市公司接待 人员姓名 董事长：贾廷纲 副董事长：郑英霞 董事、总裁：何爱彬 独立董事：李博 董事会秘书：杨仝焕 证券事务代表：曾裕欢 投资者关系活 动主要内容介 绍 公司管理层就投资者关心的问题进行了沟通交流，主要信息如下： 1.请介绍一下公司上半年整体业绩表现？ 答:尊敬的投资者，您好！2025年是公司落实七三战略的关键年份，我们始终聚焦主业，坚 定践行高质量发展理念。2025年上半年公司实现营业收入42.64亿元，归母净利润2.71亿元；经 营活动现金流净额较上年同期大幅改善，增幅达69.08%。同时第二季度业绩表现良好，单季营 收达29.26亿元，归母净利润2.56亿元。感谢您的关注。 2.各位好，请问今年上半年的新签订单情况如何?在手订单？ 答:尊敬的投资者，您好！今年新能源 ...

Core Viewpoint - Hongtian Co., Ltd. (603800) anticipates a net profit loss of between 38 million to 32 million yuan for the first half of 2025, despite significant improvements in cash flow and increased investment in R&D [1] Financial Performance - The company expects a net profit loss of 38 million to 32 million yuan for H1 2025 [1] - Operating cash flow for H1 2025 is projected to be approximately 112.72 million yuan, a significant increase of about 298% compared to a negative cash flow of 56.90 million yuan in the same period last year [1] Research and Development - R&D expenses for H1 2025 are estimated at around 40 million yuan, representing a year-on-year increase of approximately 123% from 18.20 million yuan in the previous year [1] - The focus on R&D has led to significant breakthroughs, including the procurement order for high-resolution direct-write lithography machines from a senior semiconductor mask manufacturer [1][2] Product Innovations - Honglai Optics, a subsidiary of Hongtian, has developed a high-precision laser direct-write lithography machine with a wavelength of 405nm and a minimum line width of 2.5μm, which is capable of mass production of mask products [2] - The company’s subsidiary, Hongtian Technology, achieved a significant milestone with its lithium battery copper foil machine, producing ultra-thin copper foil with a length of 102,000 meters and a thickness of only 4.5 microns, setting a new industry record [2] Future Growth Potential - Hongtian Technology has made breakthroughs in ultra-precision vacuum coating equipment, with the first batch of products delivered and new orders expected to contribute to future performance growth [3]

Core Viewpoint - The article highlights the launch of innovative products by Hongyun Machinery aimed at addressing the challenges in the lithium battery manufacturing process, particularly in slurry preparation technology, which is crucial for battery performance and production efficiency [1][4]. Summary by Sections Product Launch - Hongyun Machinery successfully held the "Slurry Core Power, Intelligent Chain Future" 2025 product launch event, introducing several new systems including high-efficiency pipeline slurry systems, high-speed circulation slurry systems, twin-screw continuous slurry systems, and dry electrode processes [1][4][12]. Industry Context - The lithium battery industry is at a critical juncture of technological iteration and industrial upgrade, facing challenges such as energy efficiency and environmental constraints in wet processes, material dispersion issues in dry processes, and the need for cost-effective, high-consistency production [2][4]. Company Philosophy - Hongyun Machinery emphasizes that slurry processes should not hinder technological innovation but rather unlock material potential, aiming to bridge the gap from laboratory to mass production through technological breakthroughs [4][6]. Product Features - The high-efficiency pipeline slurry system is designed for high solid content slurry, showcasing energy consumption of less than 45 KWh/t for positive electrode slurry and less than 33 KWh/t for negative electrode slurry, significantly outperforming industry averages [15][16]. - The high-speed circulation slurry system addresses the dual needs of rapid mixing and precise temperature control, maintaining temperatures below 45°C to prevent material damage [18][21]. - The twin-screw continuous slurry system supports production capacities from 30L/hour to 1500L/hour, integrating automatic feeding, continuous transport, and efficient mixing [22][24]. - The dry electrode process aims to overcome key bottlenecks in material mixing uniformity and batch consistency, facilitating the industrialization of dry electrode technology [25][31]. Collaborative Efforts - The establishment of a joint laboratory with Saike Power focuses on developing key equipment for all-solid-state batteries, addressing challenges in mixing, slurry preparation, and electrode formation [33][35]. Industry Implications - The advancements presented by Hongyun Machinery reflect a significant leap in the domestic equipment manufacturing sector, demonstrating capabilities that meet or exceed international standards, thus supporting the industry's shift towards high-efficiency and green technologies [36].

Core Viewpoint - The article emphasizes the significance of solid-state battery equipment in the lithium battery industry, highlighting the technological advancements and market opportunities that companies like HaiMuxing are capitalizing on as the industry transitions towards large-scale production of solid-state batteries by 2025 [1][2]. Group 1: Industry Events - The 18th High-Performance Lithium Battery Industry Summit will be held on June 25-26, 2025, in Changzhou, focusing on the restructuring of the industry chain and the resonance of all-scenario applications [1][3]. - The 2025 High-Performance New Energy Materials Industry Conference will also take place, emphasizing new materials and new dynamics [1]. Group 2: Market Trends and Projections - According to GGII, the production capacity of solid-state batteries has exceeded 50 GWh in the first four months of 2025, with total planned capacity surpassing 450 GWh and actual production capacity exceeding 25 GWh [2]. - GGII predicts that by 2030, the market impact of solid-state batteries on the equipment market will exceed 10 billion yuan, indicating a significant market opportunity [2]. Group 3: Company Developments - HaiMuxing has established itself as a leading supplier of solid-state battery equipment, being the first to commercialize lithium metal high-energy density solid-state battery production lines [5]. - In 2024, HaiMuxing signed a 400 million yuan contract for a 2 GWh automated production line, marking the industry's first full solid-state battery equipment mass production project [5]. - The company has also delivered trial production line equipment for sulfide solid-state batteries to a globally leading new energy technology company, showcasing its technological capabilities [5]. Group 4: Technological Innovations - HaiMuxing's production line for cylindrical batteries achieves a single station efficiency of ≥150 PPM and a line efficiency of 300 PPM, with laser flight trajectory precision controlled within ±0.1 mm [6]. - The company offers a comprehensive solution for lithium battery production, including equipment for coating, cleaning, and module packing, demonstrating its capability for complete line delivery [6]. - HaiMuxing has built a global business network and has successfully secured projects with leading overseas automotive companies and energy storage orders in North America, positioning itself among the top tier of overseas lithium battery equipment suppliers [6].

Group 1: Event Overview - The 11th China (Shanghai) International Technology Import and Export Fair (referred to as "the Fair") will be held from June 11 to 13 [1] - The Fair is the only national-level exhibition focused on technology trade in China, hosted by the Shanghai Municipal Government, with the theme "Open Cooperation: Empowering New Quality Productivity and Sustainable Development" [3] - The total exhibition area is 35,000 square meters, covering the entire chain of technology trading ecosystem, featuring one theme pavilion, one provincial exhibition area, and four specialized technology exhibition areas [3] Group 2: Company Innovations - Oubino Biotech has developed the Soundpen CB single-cell sorting system, utilizing acoustic tweezers technology to manipulate microscopic materials without physical contact, significantly enhancing cell viability and safety [6][7] - The Soundpen CB system is reported to be over twice as efficient as traditional methods, with cell vitality being six to seven times higher than limited dilution methods, showcasing its potential in precision medicine and stem cell research [6][7] - Oubino has applied for over 20 core technology-related patents, establishing a strong intellectual property moat, and plans to enter mass production by 2025 with a post-investment valuation of 175 million yuan [7] Group 3: Lithium Battery Equipment - Micronano Company is showcasing two key devices at the Fair: the lithium electrode sheet forming machine and the desktop lithium metal semi-automatic stacking machine, demonstrating advancements in lithium battery equipment manufacturing [8][10] - The lithium electrode sheet forming machine integrates multiple processes to enhance efficiency and consistency while reducing human error, reflecting a deep understanding of lithium metal processing precision and automation [10][12] - Micronano has over 170 patented technologies and has established a research institute focused on solid-state lithium battery equipment development, with plans to open a fully automated pilot line by the end of June [12]

Core Viewpoint - The article highlights the upcoming visit to Haoneng Technology by Gaogong, focusing on the innovative matrix-style equipment in the lithium battery front-end sector and the transformation of Haoneng Technology under the new ownership of Gree [1] Group 1 - The visit is scheduled for May 13 at 15:00, indicating a specific time for the exploration of Haoneng Technology [1] - The exploration aims to showcase the advancements in lithium battery equipment, particularly the matrix-style innovations [1] - The article emphasizes the changes and developments at Haoneng Technology following Gree's acquisition, suggesting a significant transformation in the company's operations and strategy [1]

Core Viewpoint - The article emphasizes the challenges and opportunities for Chinese lithium battery equipment companies as they expand into international markets, particularly focusing on the stringent CE certification requirements and safety standards in the EU [1][3]. Group 1: CE Certification Insights - Detailed breakdown of the CE certification process, including directive selection and technical documentation preparation [3]. - Trends in the lithium battery equipment export market and compliance pain points are highlighted [3]. - Real-world case studies from the company are presented to illustrate practical applications [3]. Group 2: Explosion Protection Certification - Introduction to explosion protection risks and area classification relevant to lithium battery equipment [4]. - Guidance on the selection and installation of explosion-proof equipment is provided [4]. - Case studies from the company demonstrate successful practices in explosion protection certification [4]. Group 3: Expert Profiles - Sun Hongbing, a CE product manager with nearly 15 years of experience, has led CE certification projects for major clients in the lithium battery sector [4]. - Zhang Zongwei, a product manager specializing in explosion protection and functional safety, has over 15 years of experience and has issued numerous ATEX certificates for various clients [4]. Group 4: Seminar Details - The seminar is scheduled for May 15, 2025, from 15:00 to 17:00, focusing on the safety aspects of lithium battery equipment exports [5][6]. - Participants will have the opportunity for one-on-one interactions with experts to address specific challenges faced by their companies [5].