固态电池大牛股遭监管点名批评。8月7日，深交所网站披露了对金龙羽（002882.SZ）及相关当事人予 以通报批评处分，缘由是金龙羽在信息披露方面存在违规行为。 事情要追溯至2025年5月20日中午，当时，金龙羽通过其官方微信公众号发布消息，宣称与相关方签订 了10万支能量密度达500Wh/kg的EC01固态电芯订单，并将此订单称作公司发展的重要里程碑。 信息发布当天，金龙羽股价盘中直线拉升，快速封住涨停板。此后，金龙羽股价开始快速蹿升，从5月 20日的16.99元/股开盘价，涨至6月30日盘中40.82元/股的历史高点。 值得注意的是，金龙羽未就上述订单发布更详尽公告，反而在5月23日的《股票交易异常波动公告》中 指出，此前披露的订单"金额较小，预计对公司本年度及未来年度利润不构成重大影响"。 该异动公告还显示，股票异常波动期间，金龙羽控股股东、实际控制人之一致行动人郑钟洲存在减持公 司股票的情形。公告称，该减持行为与此前披露的减持计划一致，亦不存在违规减持的情形。 深交所同时表示，已将金龙羽及相关当事人违规行为及处分决定记入上市公司诚信档案。 针对上述事件详情，21财经·南财快讯记者以投资者身份致电金龙羽， ...

Core Viewpoint - The Shenzhen Stock Exchange has criticized Jinlongyu for violating regulations related to the disclosure of information that could significantly impact stock prices, leading to a rapid increase in its stock price despite poor financial performance [1][2][4]. Group 1: Regulatory Actions - The Shenzhen Stock Exchange announced a reprimand against Jinlongyu and its executives for failing to provide sufficient, accurate, and complete risk disclosures when releasing potentially market-moving information [2][4]. - Jinlongyu's chairman, general manager, and board secretary were held responsible for the company's violations and received formal reprimands [4]. Group 2: Stock Performance - Following the announcement of a significant order for solid-state battery cells on May 20, 2025, Jinlongyu's stock price surged, achieving four limit-up days within six trading days [3]. - The stock price increased from below 17 yuan to over 40 yuan between May 20 and June 30, 2025, effectively doubling in value [6]. Group 3: Financial Performance - Jinlongyu reported a revenue of 36.75 billion yuan in 2024, a decrease of 6.53% year-on-year, with a net profit of 1.4 billion yuan, down 14.14% [8]. - The company experienced a negative cash flow of 18.6 million yuan, a significant decline of 109.3% year-on-year, marking two consecutive years of declining net profit [8]. - In the first quarter of 2025, Jinlongyu's performance improved, with revenues of 8.99 billion yuan, a year-on-year increase of 31.14%, and a net profit of 37.17 million yuan, up 2.94% [8]. Group 4: Business Developments - Jinlongyu announced a partnership for solid-state battery development in 2021, which led to stock price increases and scrutiny from the Shenzhen Stock Exchange [4]. - In December 2023, Jinlongyu terminated its collaboration with a partner and established a subsidiary to continue solid-state battery material research [5].

每经记者｜于垚峰 每经编辑｜陈俊杰 深交所网站8月7日发布公告，对金龙羽（SZ002882，股价31.7元，市值137.23亿元）及相关当事人予以通报批评处分。深交所查明，金龙羽存在违规行为。 2025年5月20日中午，金龙羽通过其官方微信公众号发布消息，宣布与相关方签订了10万支能量密度达500Wh/kg的EC01固态电芯订单。金龙羽在公众号中将 该订单称为公司发展的重要里程碑。 2023年2月，金龙羽再度因在投资者互动平台透露固态电池研发进展而导致股价飙涨，又一次收到深交所关注函。金龙羽在回复中再次否认"蹭热点"，并披 露了截至2023年1月31日，累计投入研发资金为3863.94万元。实际上，这一数据远低于5年投资3亿元的年平均投入水平。 2023年12月，金龙羽与锦添翼终止合作。2024年初，金龙羽与研发团队核心人员共同设立子公司金龙羽新能源（深圳）有限公司，继续固态电池材料研发项 目。该公司是此次投资建设固态电池关键材料项目的金龙羽新能源（惠东）有限公司的母公司。 一个月内股价翻倍 自2025年5月20日至6月30日，金龙羽股价从不到17元最高上涨至超过40元。在短短一个多月的时间里，股价实现了翻倍 ...