一、 2025 年 11 月 21 日， 第十二届 G20- 锂电峰会 CEO 会议在 深圳 举行 ， 来自动力与 储能电池、材料、装备等环节的 成员 企业代表，围绕企业经营现状、终端需求变化、价格与扩产 博弈、技术路径演化及全球化布局等议题，进行了系统 深入 交流。 本届会议聚焦需求重构与供需博弈升级：结构性机会仍在，但价格下行与成本波动并存，材料端涨 价诉求与扩产冲动叠加，电池端在保供与控价之间承压，设备端在价格竞争与工艺迭代之间寻求平 衡。 二 产业新阶段研判 与此前供需 " 双高 " 的阶段不同，成员普遍认为当前行业处在 " 局部偏紧、整体仍有冗余 " 的 再平衡过程中 ， 既有大规模产能在消化、利用率逐步修复， 2026 年新增 700G Wh 出货量的 预期 仍在推进，产能与需求的错位在不同细分市场间加速显现。 三 关于需求侧市场研判：乘用车换挡、商用车错位、储能供给定量 ● 乘用车：增速放缓与大电量化并行 成员企业判断，未来 1~2 年乘用车总量或小幅波动，传统燃油车持续萎缩，新能源乘用车仍将保 持增长但增速趋缓，需求节奏的不确定性上升。 乘用车 " 大电量化 "将成新 共识，无论纯电还是插混 ...

证券日报网讯赢合科技（300457）11月24日在互动平台回答投资者提问时表示，公司长期深耕锂电装备 制造领域，产品广泛应用于动力、储能及消费类电池等多个领域。公司核心设备性能领先，赋能国内外 头部客户电池生产，提升生产效率和产品一致性。并且，公司积极与客户联合研发，交付设备助力客户 新工艺验证，持续推进电池制造工艺与装备协同创新。 ...

Core Viewpoint - The article emphasizes the challenges and opportunities for Chinese lithium battery equipment companies as they expand into international markets, particularly focusing on the stringent CE certification requirements and safety standards in the EU [1][3]. Group 1: CE Certification Insights - Detailed breakdown of the CE certification process, including directive selection and technical documentation preparation [3]. - Trends in the lithium battery equipment export market and compliance pain points are highlighted [3]. - Real-world case studies from the company are presented to illustrate practical applications [3]. Group 2: Explosion Protection Certification - Introduction to explosion protection risks and area classification relevant to lithium battery equipment [4]. - Guidance on the selection and installation of explosion-proof equipment is provided [4]. - Case studies from the company demonstrate successful practices in explosion protection certification [4]. Group 3: Expert Profiles - Sun Hongbing, a CE product manager with nearly 15 years of experience, has led CE certification projects for major clients in the lithium battery sector [4]. - Zhang Zongwei, a product manager specializing in explosion protection and functional safety, has over 15 years of experience and has issued numerous ATEX certificates for various clients [4]. Group 4: Seminar Details - The seminar is scheduled for May 15, 2025, from 15:00 to 17:00, focusing on the safety aspects of lithium battery equipment exports [5][6]. - Participants will have the opportunity for one-on-one interactions with experts to address specific challenges faced by their companies [5].

Group 1: Shareholder Concerns - The major shareholder has pledged 55,068,600 shares, accounting for 39.44% of their holdings, but this will not affect their control over the company [2] - The company emphasizes that shareholder returns will be considered in future dividend plans, which will be based on operational performance and funding needs [2][3] Group 2: Dividend Plan - The proposed dividend for the 2024 fiscal year is 0.70 CNY per 10 shares, totaling approximately 43,601,234.46 CNY (before tax), pending approval at the 2024 annual general meeting [3] Group 3: Business Performance and Market Conditions - The company has diversified its overseas business across over 30 countries, reducing reliance on any single market [5][7] - The first quarter of 2025 saw performance fluctuations due to adjustments in the photovoltaic industry and delays in customer capacity expansions [5][6] Group 4: Future Growth and Strategy - The company is focusing on high-end intelligent equipment manufacturing, particularly in the photovoltaic sector, and is committed to maintaining a robust operational strategy [7] - The company is actively monitoring industry trends and will adapt its strategies to leverage opportunities while addressing potential challenges [7]