2月10日，远航精密（920914）通过微信公众号披露，公司近日与江苏宜锂科技有限责任公司就投资合作事宜完成深入磋商，双方已达成高度共识。根据规 划，远航精密将对宜锂科技实施战略投资，并在此基础上建立深度战略合作关系，共同拓展新能源新材料业务版图。 产能方面，宜锂科技的200吨/年中试线已建成投入试运行，中试产线目前处于满负荷生产状态。与此同时，年产5200吨全流程自动化、智能化固态电池用高 镍三元正极材料生产线已启动建设，预计2026年底前建成投产。据此前披露的信息，该项目计划总投资11.2亿元，全面达产后年产值预计超过8亿元。 投资方远航精密是国内镍基导体材料领域的龙头企业，深耕该行业近三十年，业务覆盖新能源、储能、氢能等方向。公司此前已在固态电池相关领域有所布 局——其生产的镍铁合金产品凭借稳定性好、耐腐蚀等特性，已应用于固态电池集流体并送测头部电芯企业。2月4日，远航精密还公告称取得了"一种新能 源电池用铜镍复合材料及其制备方法"发明专利。 远航精密表示，此次与宜锂科技达成投资合作共识，是公司对电池正极材料领域的精准布局，也是深化产业战略、拓展投资版图的关键一步。 宜锂科技成立于2022年，注册地位于 ...

2月10日，远航精密(920914.BJ)微信公众号发布消息称，近日公司与江苏宜锂科技有限责任公司(以下简 称"宜锂科技")就投资合作事宜深入磋商、达成高度共识。未来远航精密将对宜锂科技进行战略投资， 同时双方将建立深度战略合作关系，携手深耕新能源新材料领域，共赴产业发展新征程! 据公开资料显示，宜锂科技为苏州上市公司天华新能控股子公司，具备深厚技术底蕴和完善的产业布 局。据悉，宜锂科技自创立以来，便依托中科院物理所、天目湖储能技术研究院的研发团队筑牢技术根 基，上游依托天华新能源的锂盐资源，下游链接固态电池领导者的头部电芯企业，深耕固态电池正极材 料领域。目前，宜锂科技在高镍三元、高电压钴酸锂等正极材料的研发上掌握了多项核心技术。 在深耕技术研发的同时，宜锂科技加速推进固态电池材料产业化落地，持续完善产能布局。目前，公司 200吨/年中试线已建成并进入试运行阶段，年产5200吨的全流程自动化、智能化固态电池用高镍三元正 极材料生产线已启动建设，预计2026年底前建成投产，为构建高性能、高安全的先进电池材料体系提供 坚实支撑。 远航精密作为国内镍基导体材料行业的龙头企业，已深耕该领域近三十年，在技术研发、产能 ...

证券研究报告 | 北交所专题报告 | | --- | hyzqdatemark 2026 年 02 月 07 日 证券分析师 赵昊 SAC：S1350524110004 zhaohao@huayuanstock.com 万枭 SAC：S1350524100001 wanxiao@huayuanstock.com 工信部倡导突破全固态电池技术，从材料端来看固态电池产业链变革与未来走向 ——新质生产力专题报告二 投资要点： 请务必仔细阅读正文之后的评级说明和重要声明 联系人 市场动态：中国制定全球首个固态电池国标，工信部提出加快突破全固态电池技术。根据智 能制造网每日经济新闻、界面新闻、高工锂电等的 2026 年 1 月 6 日信息，《电动汽车用固态 电池第 1 部分：术语和分类》近日公开征求意见，后续将涵盖性能、安全和寿命规范，由全 国汽车标准化技术委员会归口、电动车辆分会执行，工信部主管。该征求意见稿按电池单体 内部离子传递方式分为液态、混合固液和固态电池，未纳入此前业内常提的"半固态电池"。 据装备工业一司、办公厅、工信微报，2026 年 1 月 13 日节能与新能源汽车产业发展部际联 席会议年度工作会议在 ...

Core Viewpoint - The company, Yuanhang Precision, announced the receipt of an invention patent certificate from the National Intellectual Property Administration for a new type of copper-nickel composite material used in new energy batteries and its preparation method [2] Group 1 - The patent is granted to both the company and its wholly-owned subsidiary, Jiangsu Avatar Energy Technology Co., Ltd [2] - The invention focuses on a composite material that is significant for the development of new energy batteries [2]

Group 1 - The energy metals sector has seen an increase, with Huayou Cobalt rising over 5% [1] - Other companies such as Yuanhang Precision, Hanrui Cobalt, Tengyuan Cobalt, and Ganfeng Lithium also experienced gains [1]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300477 | ST台纵 | 2.88 | 7.06% | 123.83万 | 3.41亿 | | 920809 | 安达科技 | 7.76 | 6.30% | 66.82万 | 5.15亿 | | 300390 | 天华新能 | 54.85 | 3.69% | 68.02万 | 37.58亿 | | 688778 | 厦钨新能 | 86.91 | 3.12% | 6 9.24万 | 7.96亿 | | 920252 | 天宏锂电 | 32.90 | 3.10% | 13.30万 | 4.39亿 | | 688353 | 保盛锂电 | 110.98 | 2.83% | 12.93万 | 14.43亿 | | 300128 | 锦富技术 | 7.87 | 2.34% | 94.46万 | 7.50亿 | | 920237 | 力佳科技 | 26.25 | 2.06% | 4.71万 | 1.23亿 | | 001301 | 尚太科技 | 4 84. ...

证券日报网讯 1月5日，远航精密发布公告称，根据全国高新技术企业认定管理工作领导小组办公室发 布的《对江苏省认定机构2025年认定报备的第二批高新技术企业进行备案的公示》及《江苏省认定机构 2025年认定报备的第二批高新技术企业备案公示名单》（刊载于"高新技术企业认定管理工作网"），公 司全资子公司江苏金泰科精密科技有限公司（简称"金泰科"）被列入江苏省认定机构2025年认定报备的 第二批高新技术企业备案名单。本次认定系对公司全资子公司金泰科《高新技术企业证书》有效期届满 后进行的重新认定。 （文章来源：证券日报） ...

深耕精密镍基导体材料领域近二十年的江苏远航精密合金科技股份有限公司，是我国镍基新材料行业的 龙头企业。远航精密董事长、总经理周林峰在接受新京报贝壳财经记者专访时表示，"目前公司在产品 性能、生产效率及成本控制上具备显著优势，未来随着公司募投项目逐步投产，公司产能规模将进一步 扩大，持续释放增长潜力。" ...

Core Insights - Jiangsu Yuanhang Precision Alloy Technology Co., Ltd. is a leading enterprise in China's nickel-based new materials industry, specializing in precision nickel-based conductor materials for various applications [2][3]. Financial Performance - In the first three quarters of this year, the company achieved a record high revenue of 769 million yuan, representing a year-on-year growth of 26.71%. The net profit attributable to shareholders reached 40.99 million yuan, with a 7.81% increase after deducting non-recurring items [3]. Market Opportunities - The growth in demand for nickel-based conductor materials and precision structural components is driven by increased penetration of electric vehicles, rapid development of the energy storage market, and opportunities arising from the hydrogen energy industry [3][6]. Technological Advancements - The company has established significant technological advantages through collaborations with multiple battery manufacturers on next-generation battery technologies. This positions the company for long-term growth in the electric vehicle and energy storage battery markets [6][7]. R&D Investment - In the first three quarters, the company invested 27.32 million yuan in R&D, a 24.53% increase year-on-year. The company holds a total of 91 patents, including 14 invention patents, establishing a solid technological barrier [7]. Strategic Focus - The company aims to enhance its competitiveness across the entire industry chain, focusing on capital investment in established projects, improving production efficiency, and expanding core product capacity [6][8]. Market Positioning - Since its listing on the Beijing Stock Exchange in November 2022, the company has seen improvements in governance, brand influence, and fundraising efforts, which have positively impacted its market presence and operational quality [9][10]. Investor Relations - The company emphasizes stable and sustainable dividend policies, having implemented cash dividends consistently since its listing. The controlling shareholder plans to increase their stake in 2024, boosting investor confidence [10]. Future Outlook - The company is committed to a "vertical integration" strategy, focusing on capital investment and technological innovation to solidify its leading position in the precision nickel-based materials sector while actively expanding downstream applications [8][10].

Market Overview - The battery sector experienced a decline of 0.68% compared to the previous trading day, with Yuanhang Precision leading the drop [1] - The Shanghai Composite Index closed at 4000.14, down 0.07%, while the Shenzhen Component Index closed at 13240.62, down 0.36% [1] Stock Performance - Notable gainers in the battery sector included: - Tianji Co., Ltd. (002759) with a closing price of 46.71, up 10.01% [1] - Shida Shenghua (603026) at 83.07, up 10.00% [1] - Tongguan Copper Foil (301217) at 33.48, up 7.79% [1] - Significant decliners included: - Yuanhang Precision (920914) at 29.98, down 5.99% [2] - Pylon Technologies (688063) at 65.23, down 5.93% [2] - EVE Energy (300014) at 80.02, down 4.75% [2] Capital Flow - The battery sector saw a net outflow of 2.208 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.463 billion yuan [2][3] - Key stocks with significant capital flow included: - Ningde Times (300750) with a net inflow of 838 million yuan from institutional investors [3] - Nord Shares (600110) with a net inflow of 26.66 million yuan [3] - Enjie Co., Ltd. (002812) with a net inflow of 178 million yuan from institutional investors [3]