2026开门红，赢合科技中标荆门项目！ 1月6日， 荆门亿纬新能源科技有限公司发布《【掇刀区中心】动力储能电池标准工厂项目动力储能电池标准工厂项目生产设备和品质设备采 购定标结果公告(标段编号JMDD-202508FJ-001003001)》，内容显示， 深圳市赢合科技股份有限公司中标，中标金额为31.25亿元。 招标人 荆门亿纬新能源科技有限公司成立于2025年3月，背后实控人是 荆门市人民政府国有资产监督管理委员会。 招标项目 计划总投资52.5亿元，总建筑面积约27万平方米，计划建设22万平方米的电芯车间及化成车间，4.6万平方米的原材料及成品仓 库，并配套建设食堂、物流广场等设施，搭建4条动力储能电池生产线，达产后年产能可达30GWh，预计年产值75亿元，税收贡献超3亿元。 项目交货地点为荆门市掇刀区亿纬锂能十区 17 工厂。这也意味着赢合科技将再次为 亿纬锂能项目进行相关设备的配套。 资料显示，在锂电领域， 赢合科技 锂电池自动化装备主要应用于锂电池生产的前中段工序，产品覆盖涂布机、辊压机、分切机、制片机、卷 绕机、叠片机、组装线等，并获得 宁德时代、比亚迪、亿纬锂能、国轩高科、LG 新能源、宝马、 ...

更多路演 针对投资者关心的设备成新率问题，公司给出了专业解释。新广益强调，其生产模式的特点在于深度定 制化改造而非简单购置新设备。公司根据自身产品特性和工艺要求，对涂布机、挤出机等关键设备进行 大量自主改造，这种与产品技术深度绑定的模式形成了独特的技术壁垒。 公司拥有专业的设备维护团队，严格执行保养规程，确保设备始终保持良好运行状态。同时，公司表示 将根据募投项目进展和业务发展需求，有计划地进行产能扩充和设备升级，这种务实而灵活的设备策略 支持了公司的持续创新和生产效率提升。 12月19日下午，苏州市新广益（301687）电子股份有限公司(以下简称"新广益")首次公开发行股票并在 创业板上市的网上路演活动成功举行。这也是江苏资本会客厅——全景苏州路演中心迎来的首场IPO网 上路演。 ...

新周期 新技术 新生态，由起点锂电、起点储能、起点研究院SPIR主办的 2025（第十届）起点锂电行业年会暨锂电金鼎奖颁奖典礼&起点研究 十周年庆典、2025起点用户侧储能及电池技术论坛 将于 12月18-19日在深圳市维纳斯皇家酒店 举办。会议包含6大专场，聚焦50+热门议 题，将邀请锂电产业链1200+企业嘉宾代表齐聚，共探锂电周期新未来！ 经组委会确认， 湖南达力智能装备有限公司 将作为金牌（资料入袋）赞助商重点支持 本届年会举办。欢迎行业人士报名参会、现场交流！ 企业介绍 湖南达力智能装备有限公司(原名邵阳市达力电源实业有限公司)成立于1994年，是国内最早开发生产二次电池设备研发企业，也是国内最早开 发锂电池设备最早企业，生产锂离子电池设备已有24年，专业生产新能源锂离子动力电池极片制造设备，主要产品有涂布机、对辊机、分条、 节能接触烘箱、搅拌系统设备，公司全面实施ISO9000质量管理体系，并已通过"环境管理体系认证""职业健康安全管理体系认证"，致力于 高、新、优产品开发，是国内新能源动力锂电池极片设备制造有一定知名度企业。公司专业技术人员占公司员工30%以上，获得"国家级高新科 技企业"、获得 ...

证券日报网讯12月5日，赢合科技（300457）在互动平台回答投资者提问时表示，公司研发投入持续加 码，聚焦锂电设备核心工艺优化，涂布机、辊分一体机、卷绕机、超高速多工位切叠一体机等关键设备 在效率、自动化水平和工艺精度等方面实现突破，以技术硬实力强化品牌形象。在品牌推广方面，公司 积极亮相动力电池应用国际峰会、北美电池展、欧洲顶级电池技术盛会等行业活动，展示技术成果和解 决方案，持续提升公司在海内外的品牌知名度。 ...

Core Viewpoint - The article discusses the strategic move by Putailai to spin off its subsidiary, Jiatao Intelligent, for a public listing, marking the third capital maneuver by Liang Feng in the A-share market [2][29]. Group 1: Spin-off and Listing Plans - Putailai announced on November 21, 2025, that Jiatao Intelligent received approval to publicly transfer its shares and list on the New Third Board, which is a preparatory step for a future listing on the Beijing Stock Exchange [2][3]. - The decision to list on the Beijing Stock Exchange was influenced by the regulatory environment and strategic adjustments, as the original plan was to list on the Shanghai Stock Exchange [3][9]. - Jiatao Intelligent, established in 2017, focuses on the research, production, and sales of lithium battery manufacturing equipment, with Putailai holding 71.54% of its shares [3][4]. Group 2: Financial Performance and Market Position - Jiatao Intelligent reported revenues of 3.74 billion and 3.65 billion in 2023 and 2024, respectively, with corresponding net profits of 150 million and 165 million, meeting the minimum profit requirement for a main board IPO [12]. - However, compared to industry leaders like XianDao Intelligent and Yinghe Technology, which reported revenues of 12.64 billion and 6.14 billion in 2023, Jiatao Intelligent still has a significant gap to close [12]. Group 3: Liang Feng's Background and Influence - Liang Feng, the actual controller of Putailai, has a notable background as a former fund manager and has been recognized as one of the most successful fund managers in the industry [13][25]. - His experience in capital operations and investment is seen as a key factor in the successful growth of Putailai and the strategic spin-off of Jiatao Intelligent [28][29]. - Liang Feng's previous ventures and his control over multiple companies highlight his significant influence in the A-share market [30][32].

Core Viewpoint - The announcement from Keheng Co., Ltd. regarding the capital increase by its affiliate, Zhuhai Gree Supply Chain Management Co., Ltd., highlights the ongoing financial struggles of its subsidiary, Shenzhen Haoneng Technology Co., Ltd., which is heavily reliant on the troubled client, Zhuhai Yinlong New Energy Co., Ltd. [2][4][10] Group 1: Company Financials and Performance - Keheng Co., Ltd. has faced continuous losses since acquiring Haoneng Technology in 2016, with significant financial strain exacerbated by the downturn of its core client, Zhuhai Yinlong [6][7] - Haoneng Technology reported losses of 2.44 billion, 510 million, 1.33 billion, 2.50 billion, and 980 million from 2020 to 2024, with an additional loss of 810 million in the first half of this year [7] - Keheng Co., Ltd. is at risk of delisting due to negative net assets, with a debt ratio reaching 103% by the end of Q3 2025, indicating severe financial distress [12][15] Group 2: Strategic Moves and Investments - Gree Supply Chain plans to convert a 200 million debt into equity in Haoneng Technology, acquiring a 33.21% stake, as part of efforts to alleviate financial burdens on Keheng Co., Ltd. [2][4] - Gree Electric's acquisition of a stake in Zhuhai Yinlong for 1.828 billion in 2021 has not improved the financial situation of either company, with ongoing losses reported [10][11] - The Gree Group's strategy to inject capital into Keheng Co., Ltd. through various funding rounds has yet to yield positive operational results, raising questions about the effectiveness of these interventions [11][12]

Group 1: Company Performance and Financial Health - The company reported a significant decline in new orders for 2023-2024 due to a slowdown in the renewable energy sector and increased competition, leading to a decrease in project acceptance and losses in equipment business [3] - As of mid-2025, the company’s net assets were negative, attributed to industry cycles, and it is actively addressing this situation [4] - The company is focused on improving operational performance through technology innovation, increased R&D investment, and optimizing order structures [4][5] Group 2: Shareholder Concerns and Market Response - The recent forced sale of shares by a major shareholder has negatively impacted the company's stock price and investor confidence, but it is stated that this will not affect the company's operations [4] - The company is committed to enhancing shareholder value by concentrating on core business and improving product competitiveness [4] - There are ongoing discussions about potential strategic investors, with the company promising to disclose relevant information as per regulatory requirements [5] Group 3: Future Strategies and Developments - The company aims to strengthen its core business and expand its customer base while focusing on long-term development and value creation [3][5] - Plans for collaboration with Beijing Pure Lithium New Energy are in progress, with formal agreements to be disclosed in accordance with legal requirements [5] - The company is actively advancing research and development in solid-state battery technology and applications, emphasizing a strategy of "technological breakthroughs + ecological collaboration" [5]

Core Viewpoint - The stock price of Keheng Co., Ltd. closed at 17.06 yuan on August 5, 2025, reflecting a decline of 1.56% from the previous trading day, with a trading volume of 162,512 hands and a transaction amount of 278 million yuan [1] Group 1: Company Overview - Keheng Co., Ltd. operates in three main business segments: new energy cathode materials, intelligent equipment, and rare earth functional materials [1] - The company's wholly-owned subsidiary, Shenzhen Haoneng Technology, focuses on the research and manufacturing of lithium-ion battery production equipment, including coating machines, roller presses, and slitting machines [1] - In the rare earth functional materials sector, the company produces rare earth luminescent materials and rare earth oxygen storage materials, which are used in lighting and exhaust treatment applications [1] Group 2: Research and Development - On August 5, the company announced on its interactive platform that it is actively advancing research and development in solid-state battery cathode materials and intelligent equipment [1] - The primary customers for new energy cathode materials and intelligent equipment are lithium-ion battery manufacturers [1] Group 3: Industry Position and Standards - In the rare earth business, the company has participated in the formulation of multiple national standards, establishing a strong brand image within the industry [1] Group 4: Financial Flow - On August 5, the net outflow of main funds was 8.6414 million yuan, with a cumulative net outflow of 54.517 million yuan over the past five days [1]

Group 1 - The core viewpoint of the article highlights that Keheng Co., Ltd. (300340) is focused on the development and manufacturing of lithium-ion battery production equipment and related functional film equipment through its wholly-owned subsidiary, Shenzhen Haoneng Technology Co., Ltd. [1]

Core Viewpoint - The article highlights the advancements and strategic collaborations of the company in the solid-state battery sector, emphasizing its commitment to innovation and market leadership in lithium battery materials and equipment. Group 1: Company Developments - The company is participating in the 2025 High-Performance New Energy Materials Industry Conference, where it will present its insights on solid-state battery materials, equipment, and processes [1] - A partnership with Blue Solutions has been established to develop next-generation solid-state lithium metal battery materials and equipment solutions, leveraging each company's strengths [1] - The company has built a comprehensive technical reserve system around core materials and processes for solid-state batteries [1] Group 2: Product Innovations - In the negative electrode materials sector, the company is developing new CVD-deposited silicon-carbon anodes suitable for semi-solid and solid-state battery routes [2] - The company has achieved pilot production of LATP and LLZO solid electrolytes, with a pilot production line capable of producing 200 tons annually established in Sichuan [2] - The company has introduced a composite membrane solution that meets the high energy density and safety requirements for applications like eVTOL [2] Group 3: Financial Performance - In Q1, the company reported revenue of 3.215 billion yuan, a year-on-year increase of 5.96%, and a net profit of 488 million yuan, up 9.64% year-on-year [3] - The high-margin coated separator and PVDF products have shown continuous growth, while the operating expense ratio has decreased year-on-year, contributing to overall profit improvement [3] - The automation equipment business also performed steadily, with Q1 revenue reaching 3.769 billion yuan, a year-on-year increase of 4.92% [3]