证券日报网讯12月17日，联得装备（300545）在互动平台回答投资者提问时表示，公司在半导体封测设 备、固态电池装备、智能座舱系统装备等领域已经形成了销售订单并在逐步放量。未来公司将积极开拓 柔性显示模组设备及显示前端工序贴合类设备、Mini/MicroLED设备、VR/AR/MR精密组装设备、汽车 智能座舱系统装备、半导体封测设备以及新能源装备在新兴领域的应用市场，同时继续加大这些领域的 新技术、新产品研发力度，支撑该业务快速成长。 ...

| | 公司 9 月末合同负债 2.32 亿，均为已签订合同的预收款项 | | --- | --- | | | 执行，未来的订单情况请关注公司披露的公告，谢谢！ | | | 5、截止目前，与新能源汽车客户的合作订单增长情况如何？ | | | 您好！目前我们的智能物流装备和固态电池装备主要客户是 | | | 锂电池生产厂商。谢谢！ | | | 6、与海外知名车企完成带料测试与送样生产，什么时候完 | | | 成合作签约?签约额预估有多少？ | | | 您好！目前海外知名车企处于带料测试和送样状态中。谢谢！ | | | 7、目前，全固态电池生产线进入国内电池厂商有哪几家? | | | 正在带料测试的有哪几家? | | | 您好！已经签署海希通讯 合同，还有一些正在商 200MWH | | | 务沟通中。在公司测试的有数家知名电池企业。谢谢！ | | 附件清单（如有） 无 | | | 日期 | 2025-12-02 | 深圳市全景网络有限公司 苏州华亚智能科技股份有限公司投资者关系活动记录表 | 投资者关系活动 | □特定对象调研 □ 分析师会议 | | --- | --- | | 类别 □ | 媒体采访 √ 业绩 ...

Group 1 - The core viewpoint of the article highlights the commencement of a new project by Anhui Votage Times New Energy Co., Ltd., which aims to produce high-end lithium batteries with a planned annual capacity of 10GWh and an estimated annual output value of approximately 3.5 billion yuan [2][3] - The project covers an area of 274 acres with a total investment of 2 billion yuan [2] - Votage Times was established on December 19, 2024, with a registered capital of 50 million yuan, focusing on the research, production, and sales of semi-solid and solid-state lithium batteries [3] Group 2 - The major shareholder of Votage Times is Shenzhen Votage Technology Co., Ltd., holding a 66.67% stake, while the second largest shareholder is Jinzhai County Industrial Investment Development Co., Ltd., a state-owned enterprise, holding 33.33% [3] - The company has successfully developed high-performance aluminum shell cylindrical cells and modules, which have passed various certifications including 3C, UL, UN38.3, RoHs, CE, and CB [3] - The legal representative of Votage Times, Sun Hongwei, is also the legal representative of Shenzhen Yugong High-Tech Co., Ltd., which specializes in providing automation equipment for the new energy industry [3]

Core Viewpoint - The article emphasizes the importance of identifying low-entry opportunities along the main trend line, highlighting that key turning points are revealed through breakouts, which are crucial for assessing market depth and breadth [1]. Group 1 - Breakout signals are significant for evaluating minimum resistance levels and understanding market dynamics, as they indicate potential reversals or upward movements [1]. - The article critiques the notion of solely relying on intuition for selecting breakout points, suggesting that this approach may lead to a win rate below 50% [1]. - Recent examples of low-entry opportunities are discussed, particularly in sectors like solid-state batteries and military industry stocks, which have shown notable gains [1].

Investment Rating - The report does not explicitly provide an investment rating for the industry or the specific company being analyzed [19]. Core Insights - The company is expected to achieve a revenue of 875 million yuan in 2024, representing a year-on-year growth of 25.49%, driven by a focus on core business and expansion into emerging markets such as cylindrical full-tab batteries [19]. - The company has a robust order reserve for cylindrical battery equipment, with production capacity being sufficient to meet market demand, and plans for further capacity expansion based on market forecasts [19][20]. - The cylindrical full-tab battery structure is gaining attention in emerging fields such as eVTOL and humanoid robots due to its high energy density and safety features, positioning it as a key support for future developments in these areas [21]. - The company is actively pursuing overseas market expansion and has successfully sold equipment in multiple countries, with plans to enhance global marketing and service systems [22]. - For 2025, the company aims to implement a platform upgrade strategy focusing on "laser + intelligent equipment," while continuing to innovate and explore new technologies and applications to drive growth [23]. Summary by Sections 01 Research Overview - The research was conducted on the company Yifei Laser, with key personnel including the Chairman and General Manager, and other executives present during the meeting [13]. 02 Detailed Research Institutions - Various institutions participated in the research, including major securities firms and asset management companies, indicating a broad interest in the company's performance [14][15]. 04 Main Content Information - The company is navigating a challenging industry environment but has managed to grow its revenue through strategic focus and innovation in product offerings, particularly in the battery sector [19]. - The company has established partnerships and collaborations in the solid-state battery field, enhancing its technological capabilities and market position [21]. - The company is committed to maintaining a competitive edge through continuous improvement in management efficiency and cost control [23].