报告期内，子公司金德锂的锂云母绿色高值全元素提取项目中：锂云母提取碳酸锂业务板块的产量比去 年有所增加，从而营业收入也有所增长；同时，该项目的另外一个板块高纯铷铯盐项目也开始达产，项 目相关的铷盐、铯盐产品已形成营业收入；从而整个项目经济规模逐步释放，后续随着高附加值产品铷 盐、铯盐的规模销售，将对公司利润有更好的保障。 报告期内，公司持续加大研发投入，致力于推动核心技术突破与产品迭代升级，通过优化产品结构、提 升高端设备产能利用率以及实施精细化成本管控，公司在降本增效方面取得积极成效，核心竞争力与整 体盈利能力得到进一步夯实。 公司积极把握储能电池行业的发展机遇，加大对储能电池制造设备的研发与销售推广力度，针对下游电 池厂客户在产能扩张及智能化生产方面的需求，公司提供定制化的智能产线解决方案，有效提升了客户 粘性与市场份额，公司储能电池制造设备的订单规模与营业收入对比去年均实现快速增长，为全年业绩 提供了保障。 公司非经常性损益对净利润的影响金额预计约为800万元，具体以2025年年度报告披露的财务数据为 准。 格隆汇1月29日丨金银河(300619.SZ)公布2025年度业绩预告，预计2025年度归属于上 ...

每经AI快讯，金银河1月29日晚间发布业绩预告，预计2025年归属于上市公司股东的净利润2200万元 ~3200万元，同比扭亏为盈。业绩变动主要原因是，报告期内，公司紧跟固态电池技术发展趋势，在干 法电极制备设备领域积极推进研发布局与市场拓展。公司已与行业内相关厂商建立战略合作关系，并成 功实现了干法电极设备的销售。随着固态电池产业化进程的加速，该业务板块有望成为公司未来新的重 要业绩增长点。公司积极把握储能电池行业的发展机遇，加大对储能电池制造设备的研发与销售推广力 度，针对下游电池厂客户在产能扩张及智能化生产方面的需求，公司提供定制化的智能产线解决方案， 有效提升了客户粘性与市场份额，公司储能电池制造设备的订单规模与营业收入对比去年均实现快速增 长，为全年业绩提供了保障。 （记者 曾健辉） 每经头条（nbdtoutiao）——水贝黄金平台"杰我睿"兑付危机调查：40倍杠杆对赌，金价越涨平台越 亏！老板自称"还在深圳"，投资者：兑付方案本金打两折，无法接受 ...

Summary of Solid-State Battery Equipment Conference Call Industry Overview - The conference call focuses on the solid-state battery equipment industry, highlighting the performance and growth of companies like XianDao Intelligent and HangKe Technology [1][2]. Key Points and Arguments 1. **Order Growth**: XianDao Intelligent received new orders of approximately 12 billion yuan, a year-on-year increase of 70%, driven by expansion from leading electronic manufacturers [1][2]. 2. **Domestic Order Surge**: Domestic orders grew between 120% to 150%, indicating a robust recovery cycle primarily led by major battery manufacturers such as CATL, Yiwei Lithium Energy, and Guoxuan High-Tech [2][4]. 3. **International Market Performance**: The Southeast Asian market showed strong performance, with expectations for growth in the Japanese and Korean markets in the second half of the year [1][2]. 4. **Solid-State Equipment Orders**: In the first half of the year, XianDao's solid-state equipment orders reached 400 to 500 million yuan, up from 100 million yuan last year, with expectations to exceed 1 billion yuan for the full year [1][3]. 5. **Industry Growth Forecast**: The solid-state battery industry is projected to achieve over threefold growth annually in the coming years [1][3]. 6. **Technological Advancements**: The shift from traditional wet processes to dry electrode manufacturing processes is noted, with dry processes offering higher value [2][6]. 7. **Profit Recovery**: The lithium battery equipment industry showed signs of recovery, with a 11% year-on-year increase in net profit for the second quarter, and a 220% increase when excluding significant impairments from HaiMuXing [6]. 8. **Key Manufacturing Changes**: The solid-state battery production process involves critical changes in the front, middle, and back stages, with a focus on solid electrolyte membrane preparation and the introduction of isostatic pressing in the middle stage [5][9]. 9. **High-Pressure Equipment Importance**: High-pressure formation and capacity equipment are crucial for solid-state batteries, requiring 10 to 20 times the pressure compared to traditional batteries, significantly increasing equipment value [12][11]. 10. **Market Participants**: Key players in the dry electrode manufacturing process include HongGong Technology, NaKeNuo, and YinHe Technology, with Tesla being a notable early adopter of dry technology [8][10]. Additional Important Insights - **Investment Opportunities**: Investors should focus on leading solid-state battery companies and their main suppliers, as well as companies involved in critical manufacturing processes [14]. - **Future Catalysts**: Upcoming events such as the Ministry of Industry and Information Technology's mid-term review and major manufacturers' production line tenders are expected to act as catalysts for further growth in the sector [14]. - **Valuation Considerations**: Despite high static PE ratios, anticipated earnings growth in 2026 may provide room for valuation adjustments [14]. This summary encapsulates the key insights and developments in the solid-state battery equipment industry as discussed in the conference call.