Core Viewpoint - The company, Xingyun Co., Ltd., anticipates a net loss of 155 million to 230 million yuan for the fiscal year 2025, compared to a loss of 82.448 million yuan in the same period last year [1] Group 1: Financial Performance - The projected net loss for 2025 is significantly higher than the previous year's loss, indicating a worsening financial situation [1] - The company is in a transformation phase, focusing on expanding its lithium battery equipment business and scaling up product offerings [1] Group 2: Operational Challenges - Increased market competition is a key factor contributing to the anticipated losses [1] - Rising labor costs and increased expenses in sales, management, and research and development are expected to impact overall profitability [1] Group 3: Strategic Initiatives - The company is investing more in new technology and product development, as well as enhancing its market channels both domestically and internationally [1] - The revenue from energy storage and fast-charging products has not yet reached a significant scale, which is a challenge for the company's growth [1]

Group 1 - The company, Xingyun Co., Ltd. (300648.SZ), has stated that its business does not currently involve the field of space photovoltaic technology [1]

格隆汇1月27日丨星云股份(300648.SZ)在互动平台表示，公司业务暂不涉及太空光伏领域。 ...

Core Insights - The core viewpoint of the articles highlights the successful development and certification of the Battery AI model by Xingyun Co., which is now the only battery detection AI platform certified by the Ministry of Transport in China [1] Group 1: Company Developments - Xingyun Co. has developed the Battery AI model, which has passed the certification by the Ministry of Transport, marking a significant achievement in battery detection technology [1] - The Battery AI model upgrades the battery detection process, allowing real-time data collection during charging, including temperature, voltage, capacity decay, and insulation resistance [1] - The new model reduces the battery testing time from several hours to just ten minutes, with an assessment error of less than 2.5%, achieving a high level of accuracy and efficiency in battery health evaluation [1] Group 2: Industry Trends - The battery detection market is experiencing rapid growth, with the current market size in China reaching 4 billion yuan based on 40 million new energy passenger vehicles, assuming a testing fee of 100 yuan per vehicle [2] - If the proportion of new energy vehicles increases to 50%, the market size for battery detection could exceed 20 billion yuan, corresponding to 200 million vehicles [2] - Additional demand for battery detection exists in electric two-wheelers, three-wheelers, energy storage, electric ships, and robotics, indicating that the overall market could reach a scale of hundreds of billions [2]

Group 1 - Aoshikang's stock reached the daily limit, indicating strong market interest and demand [1] - Guanghe Technology's stock also hit the daily limit, achieving a historical high in its stock price [1] - Kexiang Co., Ltd. saw its stock price increase by over 10%, reflecting positive investor sentiment [1] Group 2 - ShenNan Circuit, HuDian Co., Baoding Technology, and JinAn Guoji all experienced stock price increases, indicating a broader trend of growth in the sector [1]

关于使用部分闲置募集资金进行现金管理到期赎回的公告 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、误导性陈述或重大遗漏。 福建星云电子股份有限公司（以下简称公司）分别于 2025 年 4 月 21 日、2025 年 5 月 14 日召开了第四届董事会第十五次会议和 2024 年度股东会，审议通过了 《关于使用部分闲置募集资金用于现金管理的议案》，同意使用不超过人民币 55,000 万元的闲置募集资金进行现金管理，购买投资期限不超过 12 个月的保本 型理财产品或存款类产品，使用期限为自公司 2024 年度股东会审议通过之日起 18 个月。在上述额度及决议有效期内，可循环滚动使用。闲置募集资金现金管 理到期后将及时归还至募集资金专户。具体内容分别详见 2025 年 4 月 23 日和 2025 年 5 月 14 日刊载于《中国证券报》《上海证券报》《证券时报》《证券日报》 和巨潮资讯网（www.cninfo.com.cn）上的《关于使用部分闲置募集资金用于现金 管理的公告》（公告编号：2025-027）和《2024 年度股东会决议公告》（公告编号： 2025-039）。 近日，公司募 ...

资料显示，福建星云电子股份有限公司位于福建省福州市马尾区马江路7号星云科技园，成立日期2005 年1月24日，上市日期2017年4月25日，公司主营业务涉及锂电池检测系统及相关产品的研发、生产与销 售。主营业务收入构成为：锂电池设备75.78%，其他14.50%，测试服务9.66%，租赁收入0.07%。 1月16日，星云股份跌2.51%，成交额3.67亿元。两融数据显示，当日星云股份获融资买入额4215.66万 元，融资偿还3932.69万元，融资净买入282.97万元。截至1月16日，星云股份融资融券余额合计6.36亿 元。 融资方面，星云股份当日融资买入4215.66万元。当前融资余额6.36亿元，占流通市值的6.35%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，星云股份1月16日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元，超过近一年90%分位水平，处于高位。 分红方面，星云股份A股上市后累计派现2567.23万元。近三年，累计派现147.78万元。 机构持仓方面，截止2025年9月30日，星云股份十大流通股东中， ...

Group 1: Company Overview - The company is Fujian Xingyun Electronics Co., Ltd., with the stock code 300648 [1] - The investor relations activity took place on January 16, 2026, from 16:00 to 17:30 [2] Group 2: Solid-State Battery Business - The solid-state battery sector is a key focus, with the company providing high-precision testing equipment for R&D [2] - The company has established deep partnerships with leading lithium battery firms and has achieved mass production capabilities for solid-state batteries since 2025 [2] - Continuous follow-up on solid-state battery technology iterations is in place to enhance testing capabilities [2] Group 3: R&D Investment Focus - R&D is identified as the core competitive advantage, with a focus on advancing battery testing technology towards higher precision and intelligence [3] - The company’s subsidiary, Xingyun Testing, has been recognized as a key pilot platform by the Ministry of Industry and Information Technology [3] - Integration of artificial intelligence with battery testing is being pursued to enhance the transition from R&D to mass production [3] Group 4: Insurance Collaboration - A strategic cooperation agreement has been signed with Ping An Property & Casualty Insurance Company to develop battery insurance products and services [3] - The collaboration aims to create an integrated ecosystem combining battery testing, AI, and insurance services [3] Group 5: Production and Delivery Cycle - The company employs a customized production model based on sales, with varying production cycles depending on product types [3] - For lithium battery testing systems, the production cycle ranges from 2 to 3 months, while automated equipment typically takes 3 to 6 months [3] Group 6: Sales Outlook for 2026 - The company maintains an optimistic outlook for sales in 2026, anticipating a recovery in downstream demand and strong overseas market interest in new energy products [3] - Plans to expand market reach and product development in the energy storage and battery service sectors are in place to foster new growth points [3]

证券代码：300648 证券简称：星云股份 公告编号：2026-002 福建星云电子股份有限公司 关于为子公司提供担保的进展公告 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、误导性陈述或重大遗漏。 一、担保情况概述 （一）担保基本情况 福建星云电子股份有限公司（以下简称公司）之全资子公司宁德星云电子 科技有限公司（以下简称宁德星云电子）拟在福建省宁德市建设星云储能系统 及电池关键部件制造和检测中心项目，公司和中国建设银行股份有限公司福州 南门支行（以下简称建设银行）将对上述项目工程款提供支付担保。 为支持宁德星云电子业务发展的需要，加快项目的实施，公司于 2026 年 1 月 12 日与建设银行签署了《出具保函协议》，委托建设银行开具以宁德星云电 子为被保证人基于星云储能系统及电池关键部件制造和检测中心项目（施工） 的付款保函，对上述项目工程款提供人民币 2,032.71 万元的付款担保。 二、被担保人基本情况 被担保人：宁德星云电子科技有限公司 成立日期：2022 年 10 月 31 日 建设银行于 2026 年 1 月 13 日出具了以宁德星云电子为被保证人、浙江中 南建设集 ...

证券代码：300648 证券简称：星云股份 公告编号：2026-001 福建星云电子股份有限公司 关于使用部分闲置募集资金进行现金管理到期赎回的公告 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、误导性陈述或重大遗漏。 截至本公告日，公司已到期的理财产品的本金及收益均已如期收回。公司使 用部分暂时闲置募集资金进行现金管理尚未赎回的金额为人民币 39,000 万元， 未超过公司董事会、股东会授权购买理财产品的额度范围。 一、公司使用部分闲置募集资金购买理财产品部分到期赎回的情况 截至本公告日，公司已如期赎回上述理财产品，赎回本金 1,500 万元，取得 理财收益 6.94 万元，本金及理财收益均已到账。 二、本公告日前十二个月公司累计使用闲置募集资金进行现金管理的情况 | 序号 | 产品发 | 产品名称 | 产品 | 购买 | 起息日 | 到期日 | 是否 | 理财 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 行主体 | 招商银行点金系列 | 类型 | 金额 | | | 赎回 | 收益 | | | | 看 ...