Core Insights - The report highlights the steady development of China's medical device industry during the "14th Five-Year Plan" period, indicating a positive growth trajectory [6] - The report notes a new cycle of large-scale construction in the computing power industry, driven by intensified industrial policies and capital enthusiasm, with specific stocks mentioned [8] - The report discusses the focus on several listed companies, including their recent projects and financial activities, indicating potential investment opportunities [10] Industry Updates - The China Federation of Logistics and Purchasing released the "China Medical Device Supply Chain Development Report (2025)", emphasizing the ongoing growth of the medical device sector [6] - A conference on integrated data market construction was held in Shanghai, showcasing advancements in data circulation and transaction technologies [6] - The computing power industry is entering a new phase of large-scale development, with stocks like Xiechuang Data and Shenghong Technology highlighted as key players [8] Company Focus - Huazheng New Materials has achieved mass sales of aluminum-plastic film products in energy storage and small power battery sectors, and is validating products in solid-state battery applications [10] - Star Semiconductor plans to issue convertible bonds to raise up to 1.5 billion yuan for various manufacturing projects, including automotive-grade SiC MOSFET modules [10] - EVE Energy's subsidiary is set to invest up to 8.654 billion yuan in a new energy storage battery project in Malaysia [10] Market Review and Outlook - On June 30, the total trading volume in the two markets was 1,486.9 billion yuan, with 3,874 stocks rising and 1,042 falling, indicating a slight contraction in trading volume compared to the previous day [12] - The three major indices opened slightly higher and showed a small upward trend, with small-cap stocks leading the gains [12] - The report notes that the strongest performing sectors included military and gaming, while banking and securities sectors experienced declines, suggesting a shift in market sentiment [13]

文 | 中关村储能产业技术联盟 6 月 27 日 ， 亿 纬 锂 能 公 告 ， 公 司 全 资 公 司 亿 纬 储 能 马 来 西 亚 （ EVE ENERGY STORAGE MALAYSIA SDN.BHD.） 将在马来西亚吉打州投资建设新型储能电池项目 ，投资总额不超过8 6 . 5 4亿元。 证券简称:亿纬锂能 公告编号:2025-088 惠州亿纬锂能股份有限公司 关于孙公司拟在马来西亚投资建设新型储能电池项目的公告 公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记载、 误导性陈述或重大遗漏。 一、对外投资概述 项目名称定为 "马来西亚高安全、高可靠、长寿命新型储能项目"，项目选址马来西亚吉 打州居林市，规划在当地扩建储能生产基地，建设用地规模约 48.4 万平方米，建设期不 超过 2.5 年。 原文如下： 证券代码:300014 该项目的实施进一步将促进公司海外业务的扩张发展，通过海外生产基地产能的扩大，满 足全球日益增长的储能配套需求； 随着国际贸易摩擦的进一步加剧，本项目也将一定程 度上降低该风险带来的损失 ，有助于实现业务订单的增长、产能规模的扩大以及经营绩 效的全面提升， ...

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ -广告- 本文来源：企业公告 项目投资总额 ：不超过人民币865,377.96万元（最终投资金额以项目建设实际投入为准） 资金来源 ：自有资金、发行股票募集资金及/或自筹资金（包括但不限于银行贷款、其他金融机构融资等 方式） 项目建设期 ：项目建设期不超过2.5年，最终以实际建设情况为准。 项目建设规模 ：项目建设用地规模约为48.4万平方米，最终以实际用地面积情况为准。 2025（第三届）中国固态电池 技 术 发 展 与 市 场 展 望 高 峰 论 坛 亿纬锂能 6月27日晚间公告，公司全资孙公司EVE ENERGY STORAGE MALAYSIA SDN.BHD.（简 称"亿纬储能马来西亚"）拟以自有资金、发行股票募集资金及/或自筹资金投资建设新型储能电池项目， 投资金额不超过86.54亿元。 项目名 称 ：马来西亚高安全、高可靠、长寿命新型储能项目 项目内容 ：本项目依托国内制造优势及运营经验拟于马来西亚吉打州扩建一个储能生产基地 项目选址 ：马来西亚吉打州居林市 END ...

Group 1 - The core point of the article is that EVE Energy plans to invest up to 8.654 billion yuan in a new energy storage battery project in Malaysia, accelerating its global expansion [1] - The project will be located in Kedah, Malaysia, covering an area of approximately 484,000 square meters, with a construction period not exceeding 2.5 years [1] - This investment is expected to enhance the company's market position, expand overseas operations, and meet energy storage demands while reducing trade friction losses [1] Group 2 - EVE Energy's revenue for 2024 is projected to be 48.61 billion yuan, with a net profit of 4.076 billion yuan, and for the first quarter of 2025, revenue is reported at 12.8 billion yuan with a net profit of 1.101 billion yuan [1] - The company aims to implement a "global manufacturing, global delivery, global cooperation" strategy, with the Hungary project expected to commence production in 2026 and the Malaysian factory's cylindrical batteries anticipated to start mass production in early 2025 [1] - As of June 27, EVE Energy's stock price is 44.95 yuan per share, with a total market capitalization of 92 billion yuan [1]

业绩方面，2022年至2024年，高特电子营业收入分别为3.46亿元、7.79亿元、9.19亿元；净利润分别为5375.26万元、8822.92万元、9842.23万元；综合毛利率 分别为28.53%、26.56%、26.02%；加权平均净资产收益率分别为64.4%、25.17%、13.15%。 | 项目 | 2024 年末/ | 2023 年末/ | | --- | --- | --- | | | 2024 年度 | 2023 年度 | | 资产总额 | 116.084.44 | 98,107.18 | | 归属于母公司所有者权益 | 79,878.56 | 69.762.33 | | 资产负债率(合并报表) | 31.19% | 28.89% | | 资产负债率(母公司) | 25.99% | 28.53% | | 营业收入 | 91.904.20 | 77.932.47 | | 浄利润 | 9.842.23 | 8,822.92 | | 归属于母公司所有者的净利润 | 9,842.36 | 8,823.11 | | 扣除非经常性损益后归属于母 公司所有者的净利润 | 8,704.21 | 7,904.2 ...

专注新型储能电池管理系统产品的高特电子闯关IPO。 本次IPO，高特电子拟募资8.5亿元，用于储能电池管理系统智能制造中心建设项目及补充流动资金。 6月23日深交所公告，杭州高特电子设备股份有限公司(简称"高特电子")创业板IPO获受理，公司拟募资8.5亿元。 招股书显示，高特电子是一家以技术创新为驱动的国家级高新技术企业和专精特新"小巨人"企业，面向新能源产业提供安全、可靠、高效、稳定且更具经济 性的新型储能电池管理系统相关产品，连续三年在大型储能领域BMS产品出货量保持行业前列，致力于成为全球领先的新型储能系统安全与价值提升解决 据了解，BMS是新型储能系统的"神经中枢"，用于对电池系统多维度数据采集、诊断、安全管理和主动维护，确保新型储能电池系统安全、可靠、稳定、经 济运行。报告期内，高特电子储能BMS相关产品广泛应用于电源侧/电网侧大型高压储能电站，以及工商业储能、户用储能等领域，同时公司产品也涵盖应 用于数据中心、通信基站、轨道交通等领域的后备电源BMS，应用于新能源汽车、电动船舶等领域的动力电池BMS，以及电力检测等相关业务。 此外，高特电子紧跟国家电力市场化改革趋势，依托BMS在储能系统中数据采 ...