装备制造 [Table_ReportDate] 2025 年 6 月 30 日 [T分析师： able_Author 赵晓闯] 电话：0755-83199599 邮箱：zhaoxc@csco.com.cn 分析师：杨贵洲 执业证书号：S1030524060001 电话：0755-83199599 邮箱：yanggz1@csco.com.cn 研究助理：董李延楠 执业证书号：S1030511010004 电话：0755-83199599 邮箱：donglyn@csco.com.cn 公司具备证券投资咨询业务资格 证券研究报告 固态电池产业化持续推进 [Table_ReportType]装备制造行业周报（6 月第 4 周） [Table_S 市场行情回顾： ummary] 上周（6 月 23 日-6 月 27 日）机械设备、电力设备及汽车行业 指数涨跌幅分别为 4.10%、5.11%及 2.88%，在 31 个申万一级 行业中排名分别为第 10、5、19 位；同期沪深 300 涨跌幅为 1.95%。 行业观点： 4) 风险提示：宏观经济风险、产业政策风险、行业竞争加剧风险。 请务必阅读文后重要声明及免责条款 | ...

Group 1 - Qin'an Co. is planning to acquire 99% of Yigao Company through a combination of share issuance and cash payment, leading to a stock suspension starting June 30, 2025, for up to 10 trading days [3] - Shijia Photon is also planning to acquire the controlling stake in Fuke Xima through share issuance and cash payment, with a similar stock suspension starting June 30, 2025, for up to 10 trading days [4] - ST Jinjing will enter a delisting arrangement starting June 30, 2025, following a decision from the Shanghai Stock Exchange, with a trading period of 15 days before delisting [5] Group 2 - Huahai Qingke plans to invest up to 500 million yuan in expanding its wafer recycling project, with an initial capacity of 200,000 pieces per month and a total planned capacity of 400,000 pieces per month [2] - Wufangzhai intends to repurchase shares worth between 35 million and 70 million yuan for employee stock ownership plans or equity incentives, with a maximum repurchase price of 29.12 yuan per share [2] - Binhai Group has successfully acquired two plots of state-owned construction land use rights for a total price of 32.65 billion yuan and 11.03 billion yuan, designated for residential use [8] Group 3 - Sanda Diwei's controlling shareholder plans to transfer 24.59% of the company's shares to Shandong High-speed Group, which may lead to changes in the controlling shareholder and actual controller [1] - Chuanxing Precision's major shareholder's 15.05% stake is set to be auctioned, which could result in a change of control if the shares are fully sold [9] - Guoen Co. has submitted an application for H-share issuance and listing on the Hong Kong Stock Exchange [9]

智通财经6月27日电，凯盛新能(600876.SH)公告称，公司控股子公司自贡新能源拟投资建设2000t/d光伏 组件超薄封装材料项目，预计总投资约13.99亿元。本次投资建设的2000t/d光伏组件超薄封装材料项 目，在工艺技术、生产线规模和产品种类等方面具有较强的竞争优势，符合本公司长远发展战略，有助 于加快"低成本、大吨位、多规格"的经营策略落地，提高生产效率，降低单位制造成本，进一步巩固与 提升本公司的行业地位和市场竞争力。 凯盛新能：控股子公司拟13.99亿元投建2000t/d光伏组件超薄封装材料项目 ...