（原标题：无锡"草根"工程师，打造千亿新能源"卖铲人"） 21世纪经济报道记者费心懿 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.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。 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的业绩突破。 不过，面对荣耀和财富，王燕清却非常清醒。 此前他就对员工说："别被股价冲昏头，真正的比赛，2030年才开始。" 这家新能源设备企业的掌门人王燕清，是从无锡桃农家庭走出的工程师。 他用26年时间，将公司从一间150平方米的"仓库工厂"发展为如今覆盖锂电、光伏、氢能的全球新能源装备的"千亿帝国"。 20多年前，全球锂电市场份额近乎被日韩等外资企业垄断。但在今天，我国已在全球锂电的核心供应链占据优势地位。中国锂电产业从追赶到领 先 ...

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 ...

记者丨费心懿 王燕清 图/新闻联播 编辑丨张伟贤 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.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。 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的业绩突破。 不过，面对荣耀和财富，王燕清却非常清醒。 此前他就对员工说： "别被股价冲昏头，真正的比赛，2030年才开始。" 从技术宅到宁王卖铲人 这家新能源设备企业的掌门人王燕清， 是从无锡桃农家庭走出的工程师。 他用26年时间，将公司从一间150平方米的"仓库工厂"发展为如今覆盖锂电、光伏、氢能的全球新能源装备的"千亿帝国"。 眼下，是中国锂电行业激荡的又一史诗级时刻。当中国企业在固态电池时代以领跑之姿出现，却鲜少有人觉察，产业的每一次飞跃，都离不开 工程师精神 ...

Group 1 - The report summarizes key insights from the macro strategy team regarding the manufacturing sector, focusing on cyclical reversals, growth opportunities, military trade expansion, and overseas development [1] - The core investment targets identified include companies such as Yokogawa Precision, Zhejiang Rongtai, Shanghai Yanpu, and Sany Heavy Industry, among others [2][3] - The report highlights the strong investment value of leading companies in the engineering machinery sector and notes the significant valuation of the humanoid robot startup Figure at $39 billion [4] Group 2 - The performance of various sectors in the manufacturing industry is tracked, with coal, electric equipment, electronics, and automotive sectors showing positive growth rates of 4% to 3% [5][27] - The industrial gas sector led the manufacturing indices with a 9% increase, followed by the Yangtze Engineering Machinery Index at 6% and the National New Energy Vehicle Index at 4% [5][29] - The report emphasizes the growth potential in the domestic chip market, particularly in FPGA technology, with a projected market size increase from $2.5 billion in 2024 to $4.7 billion by 2030, reflecting a CAGR of 11% [10] Group 3 - The report discusses the strategic partnership between Aolide and BOE Technology Group, which aims to enhance growth in the AMOLED sector through collaboration on equipment and materials [12][13] - Aolide's revenue for the first half of 2025 reached 6.61 billion yuan, marking a 14.92% year-on-year increase, with a significant rise in net profit attributed to improved operational cash flow [12][16] - The solid-state battery equipment sector is highlighted as a new growth area, with the market expected to grow from 2.06 billion yuan in 2025 to 33.62 billion yuan by 2030, indicating a CAGR of 74.8% [14] Group 4 - The report identifies the cooling and air conditioning components business as a key revenue driver, with a 25.49% year-on-year increase in revenue for the first half of 2025, driven by global climate demands [15][16] - The automotive components business also showed growth, with revenue increasing by 8.83% in the same period, supported by a diversified customer base including major automotive manufacturers [16] - The report notes the strategic focus on liquid cooling and robotics as emerging growth areas, with significant potential in data center applications and robotic actuator manufacturing [16][17] Group 5 - The report highlights the potential of the deep-sea technology sector, particularly in floating wind power, with a projected market growth rate of 70% CAGR from 2024 to 2030 [17][18] - The company is positioned to benefit from the increasing demand for mooring chains in the offshore oil and gas sector, with a strong order intake in 2025 [17][20] - The report emphasizes the importance of government policies in promoting deep-sea technology, which is expected to drive growth in the sector [18][20]

Core Viewpoint - The article highlights the significant rise in the market value of XianDao Intelligent, led by Wang Yanqing, with a focus on the company's advancements in solid-state battery equipment and its potential in the market [1][3]. Company Overview - Wang Yanqing's XianDao Intelligent reached a market capitalization of 70 billion yuan, with a stock price increase of 51.5% in just five trading days following the release of its mid-year report [1]. - Wang Yanqing holds a 29.3% stake in the company, translating to an estimated asset value of 20 billion yuan [1]. Industry Insights - The company specializes in high-end equipment manufacturing, particularly for lithium battery production, and has secured orders from major clients like Ningde Times [3][5]. - The solid-state battery sector is still in its early stages, with large-scale production expected to begin around 2030, indicating a long-term investment horizon for the industry [3][5]. Financial Performance - XianDao Intelligent reported a total revenue of 6.61 billion yuan for the first half of the year, a year-on-year increase of 14.9%, reversing a previous downward trend [13]. - The lithium battery equipment segment contributed over 60% of the revenue, amounting to 4.55 billion yuan [12]. - The net profit attributable to shareholders was 740 million yuan, reflecting a 61.19% increase compared to the previous year [16]. Market Position - The company holds a 22.4% share of the global lithium battery equipment market, indicating a strong competitive position [12]. - The management noted a significant improvement in cash flow, with a net cash flow from operating activities of 2.35 billion yuan, a 231.33% increase year-on-year [16][15]. Future Prospects - XianDao Intelligent aims to expand its overseas business, with a target for international orders to exceed 50% of total orders [21]. - The company is actively establishing a presence in international markets, including Germany, the U.S., and Mexico, to enhance its service network and respond quickly to customer needs [21].