NO.2蔚蓝锂芯（002245）：前三季度净利润同比增长82%锂电池、LED业务盈利能力同比提升 10月27日，海力风电（301155）发布2025年第三季度报告，第三季度营收为16.41亿元，同比增长 134.73%；净利润为1.41亿元，同比增长779.32%。前三季度营收为36.71亿元，同比增长246.01%；净利 润为3.47亿元，同比增长299.36%。业绩增长主要系销售规模增加所致。 点评：海力风电第三季度业绩爆发，净利润同比大增近8倍，营收亦实现翻倍增长。这主要得益于风电 行业高景气度下，公司销售规模的显著扩大。作为风电设备领域的核心供应商，海力风电充分把握了市 场机遇，展现出极强的业绩弹性和盈利能力，行业龙头地位进一步凸显。 10月27日，蔚蓝锂芯发布2025年第三季度报告，第三季度营收为20.88亿元，同比增长17.72%；归属于 上市公司股东的净利润为1.80亿元，同比增长57.17%。前三季度营收为58.14亿元，同比增长20.17%； 归属于上市公司股东的净利润为5.13亿元，同比增长82.05%。业绩增长主要系公司锂电池、LED业务盈 利能力较上年同期提升所致。 丨 2025年10 ...

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]