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上任8天的新董秘就炮制了一篇官方“小作文”,股价6天暴涨51%!金龙羽:历次“小作文”减持往事!
市值风云· 2025-05-30 10:02
每一轮小作文引爆的股价上涨,都完美契合了内部人的减持时点。高,实在是高! 作者 | 贝壳XY 编辑 | 小白 最近,一位老朋友的股价表现看得风云君呼吸急促面色潮红——金龙羽(002882.SZ),自5月20日起 股价如"旱地拔葱"般强势上行,短短6个交易日暴涨51.24%,换手率高达140.75%。 (来源:市值风云APP) 5月28日,虽尾盘有所下行,但全天股价最高达到28.77元/股,创下历史新高,收盘市值站上110亿, 妥妥的"大妖股"! 正当风云君兴致冲冲地打开金龙羽的公告栏,想要看看到底是什么原因导致股价如此暴涨的时候,却 发现公告栏比风云君的工资卡都干净:5月初至这轮行情启动前,只有常规性的电缆中标公告、聘任 董秘相关的董事会决议公告,以及年度股东大会决议公告。 而行情启动至今,也仅有两则股票异常波动公告...... | 序号 | 公告时间 | 标覧 | 公告主题 | | --- | --- | --- | --- | | | 2025-05-28 | 金龙羽:股票交易异常波动公告 | 股票交易异常波动 | | 2 | 2025-05-22 | 金龙羽:股票交易异常波动公告 | 股票交易异常波动 ...
固态电池迎“交付”小高峰
高工锂电· 2025-05-27 12:54
Core Viewpoint - The solid-state battery technology is making significant strides towards commercialization, particularly in niche markets such as construction, drones, and energy storage, despite challenges in large-scale adoption in mainstream electric vehicles [2][12]. Market Trends and Developments - The 2025 High-Performance Sodium Battery Industry Summit and the 2025 High-Performance Solid-State Battery Technology and Application Summit are set to take place in June, indicating a growing focus on battery technology advancements [1][13]. - Solid-state batteries are beginning to see small-scale deliveries, with companies like Huyuan Lithium Innovation and Jinyu New Energy leading the way in niche applications [2][7]. Niche Market Applications - The construction industry faces significant challenges with traditional batteries, such as weight and safety concerns, which solid-state batteries can address effectively [3][5]. - In the drone and eVTOL sectors, the demand for long endurance, lightweight, and high safety batteries is critical, which solid-state technology can fulfill [4][6]. Technological Advancements - Huyuan Lithium Innovation's solid-state battery series offers an energy density of 350Wh/kg, nearly double that of traditional lithium batteries, reducing battery pack weight by 40% [5]. - Jinyu New Energy's EC01 series solid-state cells achieve an energy density of 500Wh/kg and have passed rigorous safety tests, addressing industry safety concerns [6][9]. Delivery and Commercialization - Huyuan Lithium Innovation has delivered its first batch of solid-state batteries for construction robots, marking a significant milestone in the sector [7]. - Jinyu New Energy has made substantial deliveries across various applications, including drones and logistics vehicles, with total orders exceeding 100 million yuan [7][8]. - Other companies, such as Suzhou Dega Energy and Tianneng Co., are also advancing in solid-state battery development and production capacity [10][11]. Industry Capacity Expansion - Companies are actively expanding production capacities to support the growing demand for solid-state batteries, with plans for significant output increases in the coming years [12].
固态电池近期进展
数说新能源· 2025-05-22 08:50
主机厂电芯采购:兼顾性能和成本 【宝马】5月20日,宝马集团与Solid Power合作开发的全固态电池搭载在BMW i7测试车上开始路测,采用硫 化物电解质棱柱电池,并重新设计电池模块以适配现有第五代电驱平台。 【金龙羽】5月20日,金龙羽与客户签订无人机用高能量密度固态电芯采购订单,该订单所采购的电芯为 EC01系列超能固态电芯,能量密度达500Wh/kg。订单约定一年内采购十万支电芯产品。 【国轩高科】公司当前全固态中试线产能0.2GWh,2GWh量产线预计26年中下旬下线,27年实现小规模量 产。 往期推荐 加入社群 添加半仙微信,备注"进群",邀请你加入锂电行业社群,获得行业最新动态、行业干货 报告和精准人脉。 比亚迪出海:发力东南亚 CATL :储能 市场增长高于动力 本公众号基于分享的目的转载,转载文章的版权归原作者或原公众号所有,如有涉及侵权请及时告知,我们将予以核实并删除 ...
签订单没公告而股价大涨 金龙羽回应:订单金额较小
Mei Ri Jing Ji Xin Wen· 2025-05-21 13:49
Core Viewpoint - Jinlongyu has experienced significant stock price increases due to a surge in new energy orders, particularly a procurement order for high-energy density solid-state battery cells for drones, marking a milestone for the company [1] Group 1: New Energy Orders - On May 20, Jinlongyu announced a procurement order for 100,000 units of EC01 series solid-state battery cells with an energy density of 500Wh/kg, which is seen as a significant achievement for the company [1] - The company described the order as an important milestone in its development, although the exact financial impact remains unclear [1] - Despite the positive news, the company later indicated that the order amount is relatively small and will not significantly impact profits for the current or future years [1][2] Group 2: Financial Performance - For the year 2024, Jinlongyu reported a revenue of 3.675 billion yuan, a decrease of 6.53% year-on-year, and a net profit of 140 million yuan, down 14.14% from the previous year [2] - The decline in revenue and profit is attributed to a slowdown in construction projects and increased industry competition, along with losses from the newly established new energy subsidiary [2] - The new energy subsidiary, Jinlongyu New Energy, reported a revenue of 19.47 million yuan and a net loss of 21.07 million yuan for the same period [2]
智通港股解盘 | 固态电池时代来临 碳化硅巨头破产带来新机遇
Zhi Tong Cai Jing· 2025-05-21 12:34
Market Overview - Bridgewater founder Dalio warns against inappropriate interest rate cuts by the Federal Reserve, indicating a challenging situation for the Fed [1] - The U.S. stock market shows signs of stagnation, while Hong Kong stocks continue to rise, with the Hang Seng Index closing up 0.62% [1] - China-ASEAN Free Trade Area 3.0 negotiations have been completed, enhancing economic integration and reducing reliance on the U.S. [1] Company Developments - Alibaba Pictures plans to change its name to "Damai Entertainment Holdings Limited," aiming to enhance brand recognition and support diversification [2] - Zhongjiu Mobile has launched 6 new games this year and plans to release a total of 18, with a new game set to launch on May 27 [3] - Bilibili reported a 24% year-on-year revenue increase in Q1, with a 76% surge in gaming revenue, and a net profit of 362 million yuan [3] - BYD's stock has risen over 4%, achieving a historical high, with significant overseas sales in Europe and Brazil [4] - Meitu Company plans to issue $250 million in convertible bonds to Alibaba, aiming to create synergies in e-commerce and AI [7] Industry Insights - Wolfspeed, a leading silicon carbide semiconductor manufacturer, is preparing to file for bankruptcy due to massive debt issues, which may create opportunities for Chinese companies in the silicon carbide market [8] - The Chinese gold market is showing strength, with April imports reaching 127.5 tons, a 73% increase month-on-month, indicating a growing influence on the international gold market [4][5] - The solid-state battery sector is advancing, with BMW and other companies testing new technologies, and significant investments in battery production are expected [6] Sector Focus - Weichai Power's natural gas heavy truck penetration rate is expected to rise, with significant sales in high-end diesel generators driven by data center demand [10] - The company is developing a new energy industrial park focused on battery and core component manufacturing, with the first battery product launched in March 2025 [11]
龙虎榜复盘 | 固态电池卷土重来,医药股持续走强
Xuan Gu Bao· 2025-05-21 10:43
Group 1: Stock Market Activity - 27 stocks were listed on the institutional trading leaderboard, with 16 showing net buying and 11 showing net selling [1] - The top three stocks with the highest net buying by institutions were: Daqian Ecology (106 million), Yipinhong (96.96 million), and Shutaishen (64.95 million) [1] Group 2: Solid-State Battery Industry - Guoxuan High-Tech announced the establishment of a 0.2 GWh pilot line for all-solid-state batteries and introduced six new products, including the G-variant solid-state battery, which has been tested by over four clients [3] - According to EVtank, global solid-state battery shipments are projected to reach 5.3 GWh in 2024, with significant growth expected by 2030, reaching approximately 614 GWh, of which nearly 30% will be all-solid-state batteries [4] - Dongwu Securities estimates that the demand for solid electrolytes will reach 210,000 tons, corresponding to a market space exceeding 21 billion, with lithium sulfide and lithium metal also showing substantial market potential [4] Group 3: Pharmaceutical Industry - Haichen Pharmaceutical's product, Ganciclovir Sodium, is used for treating various viral infections, including cytomegalovirus retinitis [5] - Sanofi's main product, Yisaipu, is the first fully human antibody drug approved in China, and the company has entered a licensing agreement with Pfizer for a bispecific antibody product [5] - The domestic innovative drug industry is expected to see a turning point by 2025, shifting from capital-driven to profit-driven growth, with new technology platforms driving the development of domestic innovative drugs [5]
每日速递 | 金龙羽签订十万支固态电芯订单
高工锂电· 2025-05-21 10:13
Battery - Jinlongyu Group has signed a procurement order for 100,000 high-energy density solid-state battery cells for drones, with the EC01 series having an energy density of 500Wh/kg [2] - TDK is accelerating the launch of its next-generation silicon-based anode battery, with plans to meet the demands of smartphone manufacturers, including Apple, with shipments expected to start soon [3] - Yihua New Energy has signed a project agreement for solid-state lithium-ion batteries in Pengze, Jiangxi, with an initial investment of 300 million yuan to build four production lines [4] Materials - Sanfu New Materials plans to invest 620 million yuan in a project for high-safety key materials for solid-state/semi-solid lithium batteries and high-frequency electronic information composite materials, with an annual production capacity of 5GWh for key materials [6] Automotive - Volkswagen Group announced that starting in 2026, all its electric vehicle models will transition to a new platform called MEB Plus, fully adopting lower-cost LFP batteries, with the ID.2 model being the first to feature this battery type [8]
金龙羽新能源:斩获十万支高能量固态电芯订单
鑫椤锂电· 2025-05-20 08:16
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~ 在此背景下, 鑫椤资讯将于2025年7月8日-9日(8日报到)在上海·浦东假日酒店举办"2025(第三届) 中国固态电池技术发展与市场应用高峰论坛", 旨在汇聚全球固态电池领域的顶尖专家学者、企业领袖、 投资机构代表等,共同探讨固态电池技术的最新研究进展、产业化路径、市场应用趋势以及面临的挑战与 机遇。通过搭建高端交流合作平台,促进产学研用深度融合,加速固态电池技术的创新突破与产业化进 程,推动全球固态电池产业的健康可持续发展,为全球能源转型与低碳发展贡献智慧与力量。 会议详情 I C C S I N O 会议主办: 鑫椤资讯 本文来源: 金龙羽集团 5月20日,金龙羽新能源(深圳)有限公司迎来高光时刻,成功与客户签订无人机用高能量密度固态电芯 采购订单,该订单所采购的电芯为 EC01系列超能固态电芯 ,其能量密度高达500Wh/kg。订单约定, 一年内采购 十万支电芯产品 , 这标志着公司在高性能定制化锂电池领域迈向新高度。 此次订单是金龙羽新能源公司发展的重要里程碑,意味着公司在无人机高性能定制化电池细分市场领域的 ...