国信证券研报指出，天奈科技碳纳米管浆料主要应用于锂电池、导电塑料等领域。近年来，锂电池对于 高能量密度、快充等要求持续提升，碳纳米管需求收入有望稳中向好。同时，公司单壁碳管产品开始批 量出货，带动收入快速提升。基于上述原因，假设公司2025-2027年碳纳米管导电浆料及粉体收入为 14.52/26.88/34.91亿元。毛利率方面，公司多壁管浆料出货结构持续优化、二三代产品出货占比提升， 同时高盈利单壁碳管产品出货快速增长，助力盈利能力稳中向好。公司多壁管业务稳健增长、单壁管快 速放量增益利润，各项业务持续向好。维持"优于大市"评级。 ...

格隆汇9月16日丨天奈科技(688116.SH)在互动平台表示，1-8月公司固态/半固态相关客户碳纳米管浆料 总出货1500吨，其中单壁相关产品占70%。 ...

Group 1: Company Developments - Purun Co. plans to acquire controlling stake in high-performance 2D NAND storage chip company SHM [4] - Longxin Zhongke's first GPGPU chip, 9A1000, is expected to deliver tape-out within the third quarter [5] - Jingwei Hengrun's major shareholder and director, Cao Xuming, intends to reduce holdings by up to 1 million shares [6] - Hangke Technology's actual controller, Cao Ji, plans to transfer 3% of total share capital through inquiry pricing [7] - Jincheng Co. announces a cash acquisition of 100% equity in Chip Micro Semiconductor for 316 million yuan [3] Group 2: Industry Trends - Shanghai government promotes the development of high-end medical imaging products and AI medical devices [1] - Henan province accelerates the construction of national supercomputing internet core nodes and AI-enabled industrialization [1] - Dongguan city supports the construction of low-altitude economic infrastructure, including general airports and eVTOL facilities [2] Group 3: Financing and Investments - Chip Vision Microelectronics completes several hundred million C+ round financing led by Guoxin Fund [16] - Huakan Biotechnology secures several hundred million B+ round financing for 3D cell manufacturing solutions [16] - Haide Hydrogen Energy announces a new round of strategic financing for global market expansion and product development [17]

Core Insights - Tianwei Technology reported a total shipment of 1,500 tons of carbon nanotube slurry related to solid-state/semi-solid-state customers from January to August 2023, with single-walled products accounting for 70% of the total [1] Company Performance - The company highlighted its strong performance in the carbon nanotube sector, indicating a significant volume of shipments in the first eight months of the year [1] - The focus on single-walled products suggests a strategic emphasis on high-value offerings within the carbon nanotube market [1]