证券日报网讯1月22日，荣旗科技（301360）在互动平台回答投资者提问时表示，消费电子领域公司于 2025年加大了在智能眼镜组装环节的设备布局，应用于Meta智能眼镜的组装设备目前已在陆续交付， 会对公司2026年经营业绩有较积极的带动作用，最终订单量与营收取决于Meta智能眼镜的终端销量， 同时受Meta生产排产计划的影响。固态电池方面，公司的检测设备正在配合客户开展相关预研工作。 ...

荣旗科技（301360.SZ）1月22日在投资者互动平台表示，消费电子领域公司于2025年加大了在智能眼镜 组装环节的设备布局，应用于Meta智能眼镜的组装设备目前已在陆续交付，会对公司2026年经营业绩 有较积极的带动作用，最终订单量与营收取决于Meta智能眼镜的终端销量，同时受Meta生产排产计划 的影响。固态电池方面，公司的检测设备正在配合客户开展相关预研工作。 每经AI快讯，有投资者在投资者互动平台提问：公司在消费电子领域今年营收会大幅增长吗？固态电 池领域订单如何？ （记者 王晓波） ...

上 市 公 司 机械设备 ——卡位智能眼镜与固态电池关键赛道 报告原因：首次覆盖 买入（首次评级） | 市场数据： 2025 年 12 月 23 日 | | | --- | --- | | 收盘价（元） | 70.32 | | 一年内最高/最低（元） | 96.69/36.00 | | 市净率 | 3.2 | | 股息率%（分红/股价） | 0.50 | | 流通 A 股市值（百万元） | 1,790 | | 上证指数/深证成指 3,919.98/13,368.99 | | | 注："股息率"以最近一年已公布分红计算 | | | 基础数据: | 2025 年 09 月 30 日 | | --- | --- | | 每股净资产（元） | 21.67 | | 资产负债率% | 25.84 | | 总股本/流通 A 股（百万） | 53/25 | | 流通 B 股/H 股（百万） | -/- | 一年内股价与大盘对比走势： -100% 0% 100% 12-23 01-23 02-23 03-23 04-23 05-23 06-23 07-23 08-23 09-23 10-23 11-23 12-23 荣旗科技 ...

Group 1: Market Trends and Developments - The solid-state battery industry is experiencing significant interest from investors, with companies in the battery manufacturing, upstream materials, and equipment sectors actively engaging in discussions about technological advancements and industry trends [2] - Semi-solid batteries have begun market applications, while all-solid-state batteries are entering a critical testing phase expected between 2026 and 2027 [3] - Companies like Guoxuan High-Tech and Zhuhai Guanyu have reported that their semi-solid batteries are in mass production and gaining customer recognition, indicating that these products are no longer just concepts but are entering the market [3] Group 2: Material Innovations and Production - The foundation of solid-state battery commercialization lies in innovations in battery materials, with companies currently in the sample submission phase and some achieving small-scale shipments [5] - Companies such as Better Ray and New Zobang have reported small-scale applications of solid electrolytes in semi-solid batteries, while high-nickel and lithium-rich manganese-based materials are becoming mainstream for solid-state batteries [5] - The performance of high-nickel materials in solid-state batteries is approaching that of liquid batteries, with energy densities exceeding 400 Wh/kg, significantly surpassing current liquid battery levels [5] Group 3: Equipment and Supply Chain Opportunities - Equipment manufacturers are seizing opportunities in the solid-state battery sector due to the distinct production processes compared to traditional liquid batteries [7] - Companies like Lianying Laser and Delong Laser are already producing equipment for semi-solid and all-solid-state batteries, with expectations of increased orders in the coming years [7] - Dayun Technology is also focusing on solid-state battery testing equipment, indicating a growing market for detection solutions in the solid-state battery industry [8] Group 4: Future Outlook - The solid-state battery industry is currently in a phase where semi-solid batteries are being applied, and all-solid-state batteries are moving into testing, with significant advancements expected by 2026 to 2027 [8] - Material and equipment companies are accelerating their engagement with downstream manufacturers to position themselves for future growth opportunities in the solid-state battery market [8]

Core Viewpoint - Rongqi Technology (301360) is exploring the application of its existing lithium battery equipment detection technologies to solid-state battery detection, addressing the complexities and increased detection requirements of solid-state battery production processes [1] Group 1 - The company is conducting preliminary research on technologies related to solid-state battery detection [1] - The production process of solid-state batteries is more complex than traditional lithium batteries, necessitating more detection stages [1] - The company aims to enhance its technical reserves to address key defect detection challenges in solid-state battery production [1]