证券之星消息，根据企查查数据显示先导智能（300450）公布了一项国际专利申请，专利名为"制片装 置及切叠一体机"，专利申请号为PCT/CN2025/112694，国际公布日为2026年2月12日。 专利详情如下： 今年以来先导智能已公布的国际专利申请12个，较去年同期增加了71.43%。结合公司2025年中报财务 数据，2025上半年公司在研发方面投入了8.27亿元，同比减0.41%。 数据来源：企查查 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 图片来源：世界知识产权组织（WIPO） ...

证券代码：300450 证券简称：先导智能 公告编号：2026-013 网络投票时间：2026 年 2 月 13 日 无锡先导智能装备股份有限公司 2026 年第一次临时股东会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或者重大遗漏。 特别提示： 1、本次股东会召开期间无变更、否决或者修改议案的情况。 2、本次股东会不涉及变更以往股东会决议。 一、会议召开情况 1、会议时间： 现场会议时间：2026 年 2 月 13 日 14:30 （1）通过深圳证券交易所交易系统进行网络投票的具体时间为 2026 年 2 月 13 日的交易时间，即 9:15-9:25，9:30-11:30 和 13:00-15:00； （2）通过深圳证券交易所互联网投票系统投票的具体时间为：2026 年 2 月 13 日 9:15-15:00 期间的任意时间。 2、现场会议地点：江苏省无锡市新吴区新洲路 18 号公司会议室。 3、会议召开方式：采用现场投票与网络投票相结合的表决方式。 4、会议召集人：无锡先导智能装备股份有限公司董事会。 5、会议主持人：公司董事长王燕清先生。 6、公司本次 ...

上海市锦天城律师事务所 关于无锡先导智能装备股份有限公司 2026 年第一次临时股东会 法律意见书 地址：上海市浦东新区银城中路 501 号上海中心大厦 9、11、12 楼 电话：021-20511000 传真：021-20511999 邮编：200120 上海市锦天城律师事务所 关于无锡先导智能装备股份有限公司 2026 年第一次临时股东会法律意见书 致：无锡先导智能装备股份有限公司 上海市锦天城律师事务所（以下简称"本所"）接受无锡先导智能装备股份有 限公司（以下简称"公司"）委托，委派本所律师出席公司 2026 年第一次临时股 东会（以下简称"本次股东会"）的有关事宜，根据《中华人民共和国公司法》 （以下简称《公司法》）、《上市公司股东会规则》等法律、法规和其他规范性文 件以及《无锡先导智能装备股份有限公司章程》（以下简称"《公司章程》"）的 有关规定，出具本法律意见书。 为出具本法律意见书，本所及本所律师依据《律师事务所从事证券法律业务 管理办法》和《律师事务所证券法律业务执业规则》等规定，严格履行了法定职 责，遵循了勤勉尽责和诚实信用原则，对本次股东会所涉及的相关事项进行了必 要的核查和验证，审查了 ...

Core Viewpoints - The mechanical industry is expected to embrace "technology + going global" as its dual main lines in 2026, focusing on high elasticity growth opportunities and performance certainty from overseas expansion [13][9][7] 2025 Review Market Performance - In 2025, the mechanical sector achieved a 41% increase, significantly outperforming the CSI 300 index, which rose by 18%, ranking fifth among A-share sub-industries [6][16] - The sub-sectors that performed well included PCB equipment (+252%), 3C equipment (+129%), controllable nuclear fusion (+119%), data centers (+112%), and humanoid robots (+85%) [20][6] Demand Side - Domestic demand showed signs of bottoming out, with a marginal improvement towards the end of 2025, while external demand began to recover positively [31][35] - The manufacturing PMI in December 2025 rebounded to 50.1, indicating a return to expansion territory, driven by large enterprises and high-tech manufacturing [32][35] Cost Side - The cost structure showed a continuous improvement trend, with PPI declining by 2.6% year-on-year in 2025, reflecting insufficient industrial demand [31][33] 2026 Outlook Macro Perspective - The macro narrative for the next five years is centered around "AI commercialization + global re-industrialization," with expectations of a cyclical recovery driven by proactive fiscal policies [6][7] Mid-level Perspective - Technology - The technology sector is expected to see explosive growth, with key areas including data centers, PCB equipment, semiconductor equipment, humanoid robots, and commercial aerospace [7][9] Mid-level Perspective - Going Global - The overseas production capacity is anticipated to enter a release phase in 2026, with significant revenue and profit growth expected for companies in the machinery and equipment sectors [7][8] Investment Recommendations - Investment strategies should focus on high-certainty directions with strong industry trends and competitive advantages, prioritizing stock selection based on industry trends, competitive positioning, and valuation [7][8] - Long-term investments should consider companies with platform capabilities that offer sustainable value [7][8]

据招股书披露，先导智能的智能装备已配备工业控制软件，能精简多种生产工艺，助力客户向高自动化 无人工厂转型，以进一步降低人工成本、提升生产效率，以及推动其实现绿色主张。根据弗若斯特沙利 文的资料，按2024年收入计，全球锂电池智能装备占全球新能源智能装备市场约13.5%。同年，先导智 能按收入计为全球最大的锂电池智能装备供货商，市场份额为15.5%，同时按收入计亦为中国最大的锂 电池智能装备供货商，市场份额为19.0%。 先导智能（300450）(00470)尾盘涨近3%，截至发稿，涨2.65%，报44.96港元，成交额1.22亿港元。 消息面上，据高工产业研究院统计数据显示，2025年我国锂电产业链全环节公开投资项目超282个，总 投资额超8200亿元，同比增幅超74%，2026年扩产势头进一步延续。业内人士表示，随着全球新能源汽 车电动化转型持续深化、固态电池产业化加速落地，顶级车企与电池厂的扩产需求将持续释放。先导智 能有望凭借整线项目技术及丰厚的订单储备等优势，进一步巩固全球龙头地位，在全球新能源产业转型 浪潮中实现高质量增长。 ...

消息面上，据高工产业研究院统计数据显示，2025年我国锂电产业链全环节公开投资项目超282个，总 投资额超8200亿元，同比增幅超74%，2026年扩产势头进一步延续。业内人士表示，随着全球新能源汽 车电动化转型持续深化、固态电池产业化加速落地，顶级车企与电池厂的扩产需求将持续释放。先导智 能有望凭借整线项目技术及丰厚的订单储备等优势，进一步巩固全球龙头地位，在全球新能源产业转型 浪潮中实现高质量增长。 据招股书披露，先导智能的智能装备已配备工业控制软件，能精简多种生产工艺，助力客户向高自动化 无人工厂转型，以进一步降低人工成本、提升生产效率，以及推动其实现绿色主张。根据弗若斯特沙利 文的资料，按2024年收入计，全球锂电池智能装备占全球新能源智能装备市场约13.5%。同年，先导智 能按收入计为全球最大的锂电池智能装备供货商，市场份额为15.5%，同时按收入计亦为中国最大的锂 电池智能装备供货商，市场份额为19.0%。 智通财经APP获悉，先导智能(00470)尾盘涨近3%，截至发稿，涨2.65%，报44.96港元，成交额1.22亿港 元。 ...

Investment Rating - The industry investment rating is "Overweight" (maintained), indicating that the industry index is expected to outperform the market index by more than 10% over the next six months [5]. Core Insights - In January 2026, the production and sales of new energy vehicles (NEVs) showed stable year-on-year growth but significant month-on-month declines due to seasonal factors and policy changes regarding purchase tax and subsidies [4]. - The penetration rate of NEVs reached 40.3% in January, a year-on-year increase of 1.3 percentage points, but a month-on-month decrease of 12 percentage points [4]. - The production of power and energy storage batteries in January was 168 GWh, a month-on-month decrease of 16.7% but a year-on-year increase of 55.9% [4]. - The sales of power and energy storage batteries were 148.8 GWh, with a month-on-month decline of 25.4% and a year-on-year increase of 85.1% [4]. - Energy storage battery sales accounted for 31% of total sales in January, with a year-on-year growth of 164% [4]. - The report anticipates a rebound in demand for lithium batteries post the Spring Festival, with a significant recovery in production expected in March [4]. Summary by Sections New Energy Vehicle Market - In January 2026, NEV production and sales were 1.041 million and 945,000 units, respectively, with year-on-year growth of 2.5% and 0.1%, but month-on-month declines of 39.4% and 44.7% [4]. - Domestic NEV sales were 643,000 units, down 18.9% year-on-year and 54.4% month-on-month [4]. - Exports of NEVs reached 302,000 units, doubling year-on-year and increasing by 0.5% month-on-month [4]. Battery Production and Sales - The total production of power and energy storage batteries was 168 GWh, with power batteries accounting for 102.7 GWh (69% of total sales) and energy storage batteries 46.1 GWh (31% of total sales) [4]. - The export volume of batteries was 24.1 GWh, with power batteries making up 17.7 GWh and energy storage batteries 6.4 GWh [4]. Investment Recommendations - The report suggests focusing on leading companies in the lithium battery supply chain, particularly in the solid-state battery sector, which is expected to drive demand for materials and equipment upgrades [4]. - Key companies to watch include CATL, Yiwei Lithium Energy, Keda Industrial, and others [4].

2月11日上午，无锡先导智能装备股份有限公司（下称"先导智能"，H股代码：0470.HK；A股代码： 300450.SZ）在香港联交所鸣锣上市，成功登陆港股主板，正式开启"A+H"双资本平台布局的全新篇 章。Oaktree Capital Management, L.P、Pinpoint Asset Management、Aspex Master Fund、Morgan Stanley & Co. International plc、摩根大通、中信证券等国内外顶尖投资机构、券商代表，以及宁德时代等核心 客户代表，与公司管理层齐聚一堂，共同见证先导智能迈向国际化资本市场的关键一刻，也一同铭刻下 中国高端制造登上全球舞台的重要印记。 回望二十余载创业征程，先导智能的发展之路，既是一部中国民营企业深耕智能制造、逐梦新能源赛道 的奋斗史，更是中国制造由小变大、由弱变强的典型样本。1999年，王燕清董事长从太湖之滨的一间小 型工厂起步，怀揣实业报国的初心，带领全体先导人攻坚克难、奋勇争先。凭借对行业发展机遇的精准 把握，公司加速全球化布局，持续拓展业务边界，逐步从单一设备研发企业，成长为覆盖锂电池、光 伏、3C、汽车、 ...

Group 1 - The main stocks with significant capital outflows include Xinyi Technology (-8.52 billion), Zhongji Xuchuang (-7.46 billion), and Shenghong Technology (-7.05 billion) [1] - Other notable stocks with capital outflows are Light Media (-6.74 billion), China Duty Free Group (-5.71 billion), and Zhongwen Online (-5.64 billion) [1] - Guizhou Moutai experienced a capital outflow of -5.61 billion, while Aerospace Electronics saw -5.46 billion [1] Group 2 - The stock performance shows that Xinyi Technology had a decline of -0.31%, and Zhongji Xuchuang decreased by -0.17% [2] - Light Media faced a significant drop of -10.8%, while Zhongwen Online fell by -6.91% [2] - Guizhou Moutai's stock decreased by -1.42%, and Aerospace Electronics dropped by -2.33% [2] Group 3 - Other companies with notable capital outflows include Agricultural Bank (-4.80 billion) and China Satellite (-4.79 billion) [3] - Industrial Fulian had a slight decline of -0.24%, while Xian Dao Intelligent saw a minimal change of -0.05% [3] - The overall trend indicates a significant capital outflow from various sectors, including telecommunications, media, and banking [1][2][3]

马年春节前夕，港股又迎来了一个新能源标的。 全球锂电设备龙头先导智能（300450.SZ；0470.HK）2月11日在港交所挂牌上市，实现A+H股双资本平 台布局。 21世纪经济报道记者费心懿香港报道 资料显示，先导智能是一家覆盖锂电池、光伏、3C、汽车、智能物流、氢能、智能工厂等多领域的全 球领先新能源智能制造解决方案服务商。成立于2002年，2015年登陆A股，在创业板挂牌上市，总部位 于无锡高新区。 2024年，公司主要收入来源于锂电、光伏、3C、智能物流四大领域。其中，锂电智能装备收入76.89亿 元，占总收入65.3%，为最大收入来源；智能物流装备收入18.67亿元，占15.8%；光伏智能装备收入 8.67亿元，占7.4%；3C智能装备收入6.89亿元，占5.9%。公司2024年的全球锂电智能装备市场份额达 15.5%，为中国最大供应商，市占率19.0%；全球智能物流装备市场份额33.5%，为该领域最大供应商； 卷绕机与叠片机2024年全球出货量市占率均超55%。 与此同时，在2025年，受益于下游电车及储能市场复苏，订单验收加速。前三季度，公司收入103.88亿 元，同比增长14.9%。值得一提的 ...