摘要 公司与中原特钢、昆泰士合作，推广固态电池产线，提供整线解决方案， 包括市场推广、工艺优化和售后服务，旨在提升固态电池装备的整体竞 争力。 公司定位为固态电池装备整线解决方案提供商，涵盖硬件和软件，积极 应对全固态电池行业的技术快速发展，目标是提供快速响应的整线解决 方案，助力客户技术迭代。 公司未放弃硫化物、卤化物、氧化物和聚合物四条固态电池技术路线， 而是研发共通技术平台，并与电子企业、高校合作开发专用设备，提供 整线解决方案。 2025 年新签订单额已超 40 亿元，同比增长近一倍，主要来自消费领域 的 A 公司和动力领域的比亚迪、国轩、新能德等头部客户，其中 A 公司 订单占比约 50%~60%。 公司预计 2026 年新增订单规模将接近百亿，主要来自消费理念扩展、 动力电池头部客户合作以及固态电池产线落地，同时积极拓展南亚、日 本、印度、韩国及欧洲市场。 Q&A 公司近期与全球高压技术领域龙头公司 Printers 签署了战略合作协议，能否 介绍一下此次合作的背景和主要内容？ 此次合作是我们在去年（2024 年）为头部车企提供全固态电池整线设备时就 开始讨论的。由于当时缺乏某些关键设备和安全资质 ...

Core Viewpoint - The company has successfully delivered its first solid-state battery production line, which is currently undergoing equipment debugging and process validation at customer sites [1] Group 1: Company Developments - The first solid-state battery production line has been delivered and is in the process of equipment debugging and process validation [1] - The company is actively engaging in advanced fields such as all-solid-state batteries and has communicated with over 30 clients regarding solid-state battery technology and business [1] Group 2: Market Engagement - The company has successfully delivered solid-state battery front-end equipment to customers in the United States and is advancing equipment validation work for clients both domestically and internationally [1]

Robotics - Xinbo Co., Ltd. expects to deliver samples of magnesium-aluminum alloy structural components for robots to key customers by the end of November [1] Storage Chips - Xiechuang Data has achieved mass shipments of various types of storage products [1] - Shanghai Beiling reports stable sales prices for its storage chips [1] - Chengdu Huamei's storage chip business includes NOR Flash, EEPROM, and SRAM [1] - Aerospace Intelligent Equipment's aerospace-grade storage chips and MCU chips can be applied in civilian fields [1] Solid-State Batteries - Liyuanheng has begun delivering products from its first solid-state battery production line [1] Controlled Nuclear Fusion - Zhongtai Co., Ltd. has applied its cryogenic technology and equipment to domestic and international controlled nuclear fusion projects [1] - Jinhong Gas has successfully introduced some products into the controlled nuclear fusion-related business [1] - Jiuli Special Materials is actively participating in controlled nuclear fusion projects, focusing on the research and production of key materials, including PF conduits [1] Others - Dongfang Electric Heating expects to deliver silicon-carbon anode equipment by mid-November, with hopes for significant volume production next year [1]

利元亨在互动平台表示，公司首条固态电池产线已陆续交货，正处于客户现场的设备调试与工艺验证阶 段。同时，公司始终紧跟电池技术前沿，积极布局全固态电池等先进领域，已经与30多家客户交流固态 电池技术和业务。海外市场，公司已实现向美国客户交付固态电池前段装备，并正推进国内外等地客户 的设备验证工作。 ...

Group 1 - The company has successfully delivered its first solid-state battery production line and is currently in the equipment debugging and process validation phase at customer sites [1] - The company is actively engaging in advanced fields such as all-solid-state batteries and has communicated with over 30 clients regarding solid-state battery technology and business [1] - The company has achieved delivery of solid-state battery front-end equipment to customers in the United States and is advancing equipment validation work for clients both domestically and internationally [1]