截至2025年8月26日收盘，赢合科技股价报23.01元，较前一交易日下跌1.46%。当日成交额6.89亿元， 换手率4.67%。 赢合科技主营业务涵盖锂电设备制造及电子烟业务，是新能源产业链核心设备供应商。公司产品广泛应 用于动力电池、储能等领域，客户包括宁德时代、比亚迪等头部企业。 根据公司2025年半年报，锂电设备业务合同负债达25.25亿元，较年初增长52.72%，显示订单储备充 足。此外，公司在固态电池设备领域取得技术突破，相关设备已交付客户中试线使用。电子烟业务方 面，子公司斯科尔持续拓展海外市场，重点布局欧洲及北美。 资金方面，8月26日主力资金净流出3375.64万元，近五日累计净流出2.27亿元。 风险提示：行业竞争加剧、技术迭代风险、海外市场拓展不及预期。 ...

Core Viewpoint - The recent project win by Huaguan Technology for a leading client's square aluminum shell battery cell intelligent assembly line demonstrates the company's advanced capabilities in the assembly and integration of high-end energy storage battery products [2] Group 1: Technical Integration Upgrade - The project involves the automation assembly of multiple structural components including bare cells, connection pieces, top covers, aluminum shells, and sealing nails, covering over thirty critical processes [4] - Key processes include preheating, hot pressing, pressure measurement, X-Ray inspection, ultrasonic pre-welding, laser welding, and various testing procedures, all integrated into a complete intelligent production unit [4] - Huaguan Technology's advanced manufacturing technology research institute optimized several key processes, achieving a laser welding speed of 300mm/s with a yield rate of over 99.5% for connection pieces [4] Group 2: Management Coordination Enhancement - The project has a tighter delivery schedule compared to industry standards, requiring enhanced rapid response and organizational coordination [6] - A composite team covering project management, technical implementation, and supply chain coordination was organized to ensure orderly execution of key processes [6] - The project team includes experienced engineers and technicians, ensuring a "24-hour response" mechanism for quick project delivery and customer assurance [6] Group 3: Strategic Layout Extension - The rapid advancement of square aluminum shell battery cells in the power and large-scale energy storage sectors demands higher stability, precision, and consistency from manufacturing processes [7] - This project not only showcases Huaguan Technology's complete closed-loop capability from R&D to delivery but also strengthens its core advantages in the high-end lithium battery manufacturing segment [7] - The company aims to continue enhancing lithium battery manufacturing capabilities, adhering to its mission of making manufacturing more precise [7]

Core Viewpoint - The company, Wuxi Lichi Intelligent Equipment Co., Ltd., has submitted an IPO application to the Shenzhen Stock Exchange's ChiNext, aiming to raise 1 billion yuan for projects related to intelligent manufacturing and R&D [1] Group 1: Company Overview - Lichi Intelligent specializes in material automation handling, with core products including intelligent handling systems and individual machines, achieving significant market competitiveness and customer recognition [1] - The company has experienced rapid revenue growth, with projected revenues of 619 million yuan, 1.721 billion yuan, and 2.173 billion yuan from 2022 to 2024, reflecting a compound annual growth rate (CAGR) of 87.45% [1] Group 2: Market Position and Share - Lichi Intelligent holds the leading market share in the lithium battery material handling sector, with revenue contributions from lithium battery business projected at 95.98%, 91.81%, and 93.82% from 2022 to 2024 [2] - The company's market share in the lithium battery slurry feeding system industry is expected to increase from 27% in 2023 to 43% in 2024, supported by partnerships with major clients like CATL and BYD [2] Group 3: Industry Trends - The global lithium battery shipment volume is forecasted to grow explosively from 227 GWh in 2019 to 1,474 GWh in 2024, with China accounting for over 80% of the global market [3] - The Chinese lithium battery equipment market is projected to reach 85 billion yuan by 2027, with a CAGR exceeding 20% from 2025 to 2027 [3] Group 4: R&D and Technological Advancements - Lichi Intelligent's R&D expenses are expected to grow from 22.99 million yuan in 2022 to 76.64 million yuan in 2024, with a CAGR of 82.57% [5] - The company has developed a range of intelligent processing systems for lithium battery production, focusing on enhancing automation and energy efficiency [4][5] Group 5: Strategic Development - The company employs a dual-driven strategy focusing on deepening its technology in the lithium sector while expanding its product offerings in non-lithium areas, establishing a unique customer base and technological barriers [5] - Lichi Intelligent aims to leverage its position in the capital market to further advance technology updates and high-end product upgrades, aspiring to become a world-class process equipment manufacturer [5]

Group 1 - The core viewpoint of the article revolves around the advancements and challenges in the development of 500Ah+ large energy storage cells, highlighted during a roundtable discussion featuring four companies: Ganfeng Lithium, Kunyu Power, XWANDA, and Chengjie Intelligent [1] - Chengjie Intelligent, established in 2003, is a national high-tech enterprise specializing in the manufacturing of fully automated winding equipment for lithium batteries and supercapacitors, with a registered capital of 88.98 million yuan and over 1,200 employees, including more than 350 R&D personnel [1] - The company has a production area of 95,000 square meters, with a monthly production capacity of over 130 sets of various products, generating an annual output value of approximately 1.35 billion yuan [1] Group 2 - Chengjie Intelligent's core products include four best-selling items: EV square laser cutting and winding integrated machine, high-speed laser cutting and winding integrated machine, large cylindrical full ear winding machine, and four-station cutting and stacking hot pressing integrated machine [2] - The newly launched high-speed laser cutting and winding integrated machine features multi-specification adaptability, efficient production speeds of 20-26 ppm, and a compact design measuring 8000×2350×2800 mm [4] - The machine employs cutting-edge laser technology with an imported IPG laser and a focus spot of 33μm, achieving a cutting melt bead of ≤6μm and a heat-affected zone of ≤100μm, ensuring high-quality cutting [4][5] Group 3 - The second new product, the four-station cutting and stacking hot pressing integrated machine, has dimensions of L650×W220 mm and a thickness range of 10-50 mm, with a production speed of 500 ppm [9] - This machine features high-speed cutting at 300 PPM with a cutting precision of ≤ ±0.15mm and minimal burrs, ensuring efficient and precise production [11] - It also incorporates ultrasonic dust removal technology with a removal rate of up to 99.5%, effectively eliminating 5-micron level dust without contact, minimizing damage to the electrodes [11]

然而，液态电解液的物理特性对环境温度极为敏感：其密度随温度升高呈非线性下降趋势，温度波动导致的注液质量偏差已成为制约高一致性电池制造 的痛点问题。 以动力电池电解液为例（25℃标定粘度50cP），当环境温度从20℃升至35℃时，相同注液体积下的实际质量偏差可达1.2%。若未采取补偿措施，此类 误差将导致电池组容量离散率扩大，严重影响产品性能与终端用户体验。 摘要 该方案在注液泵体关键位置集成高精度温度传感模块（分辨率0.01℃），实时捕捉介质温度微变数据，并传输至核心控制器。 在锂离子电池制造过程中，电解液注液量的精度直接决定了电池容量的一致性与产品良率。 针对这一行业难题，广州飞升精密设备有限公司通过"硬件感知+算法驱动"的双引擎设计，开发出 智能温度补偿模块 。 实测数据显示，在±15℃环境温变工况下，该系统可将注液质量偏差稳定控制在±0.05%以内，较传统体积计量方式精度提升超20倍。 这一突破性技术 使体积注液泵兼具质量计量的本质特性，解决锂电行业因温漂导致的注液工艺波动难题。 该方案在新能源电池电解液注液、生物制药标准品分装等对质量精度要求严苛的领域，可帮助客户将工艺合格率提升至99.97%，同时减 ...

降薪范围：公司党支部副书记及全体高级管理人员，包括党支部副书记徐地华先生，董事、总 经理方志华先生，董事、副总经理、董事会秘书朱和海先生，副总经理张斯浩先生，副总经理 冯鑫先生，财务总监路童歌先生。 1月20日晚间，锂电设备企业正业科技（300410.SZ）发布《关于公司党支部副书记及全体高级 管理人员自愿降薪的公告》。 公告显示，正业科技于近日收到公司党支部副书记及全体高级管理人员出具的《关于自愿降薪 的承诺》，鉴于正业科技2024年度经营业绩预计仍处于亏损状态，为表明对公司未来发展的坚 定信心及与公司共同进退的决心，优化成本结构，尽快实现业绩扭亏，正业科技党支部副书记 及全体高级管理人员承诺自愿降薪！ 图片来源：正业科技公告 降薪幅度：各承诺人员现任职务薪酬标准的20%。 降薪期限：本次薪酬调整自本月起生效，持续至公司实现连续两个季度归属于上市公司股东的 净利润为正后终止。 公告指出，除高管自愿降薪20%措施外，公司还将持续加大开源节流力度，重点做好市场开 拓、新产品研发和费用控制等工作，全方位提升公司的运营效率与市场竞争力，最终实现经营 业绩与盈利能力的显著提升。 同日，正业科技发布的《2024年度业绩 ...