Market Size Analysis and Forecast - The global lithium battery equipment market is projected to reach 99 billion yuan in 2025, representing a 25% year-on-year growth, driven by surges in energy storage, electric vehicles, and light-duty power markets in the second half of 2025 [2] - The demand for lithium batteries is expected to grow significantly in various sectors, including energy storage, electric vehicles, AI data centers, drones, light electric vehicles, electric ships, and new smart devices [2] - By 2027, the global lithium equipment market is forecasted to reach 141.9 billion yuan, with segment breakdowns of 46 billion yuan for front-end equipment, 43.4 billion yuan for mid-stream equipment, 38.3 billion yuan for back-end equipment, and 14.2 billion yuan for modules and PACK [2] 2025 China Lithium Battery Equipment Market Share TOP 50 Rankings - The top companies in the 2025 China lithium battery equipment market include: 1. XianDao Intelligent 2. YingHe Technology 3. JiaTuo Intelligent (a subsidiary of PuTaiLai) 4. HangKe Technology 5. Wuxi Liqi 6. LianYing Laser 7. Dazhu Lithium Battery (a subsidiary of Dazhu Laser) 8. LiYuanHeng 9. JiYang Intelligent 10. HaiMuXing [3][5][6] Detailed Company Rankings and Equipment Coverage - XianDao Intelligent and YingHe Technology provide complete lithium battery line solutions [6] - JiaTuo Intelligent specializes in processes such as rolling, cutting, and coating [6] - HangKe Technology focuses on formation, testing, and logistics lines [6] - Wuxi Liqi offers feeding and mixing systems [6] - LianYing Laser provides cell packaging lines and laser cutting equipment [6] Additional Market Segments - The report also highlights the top companies in various specific equipment segments, including stirring machines, coating machines, and drying equipment, indicating a comprehensive landscape of the lithium battery equipment market in China [8]

Group 1 - Fujian local stocks experienced a significant afternoon rally, with companies such as Xiamen Port Authority, Fuzhijng Technology, and Snowman Group hitting the daily limit up [1] - Other stocks that followed the upward trend include Xingyun Co., Pingtan Development, Xiamen Airport, Dongbai Group, and Haixia Innovation [1] Group 2 - Notable stock performances include: - Hengkun New Materials (688727) with a rise of 62.06% and a one-year increase of 314.01% [2] - Snowman Group (002639) up by 21.96% with a one-year increase of 212.82% [2] - Xiamen Port Authority (000905) increased by 14.17% with a one-year rise of 124.92% [2] - Fuzhijng Technology (002222) surged by 63.98% with a one-year increase of 94.47% [2] - Luyan Pharmaceutical (002788) rose by 24.99% with a one-year increase of 213.55% [2] - Shengtun Mining (600711) increased by 17.31% with a one-year rise of 283.81% [2] - Huamao Technology (603306) up by 67.02% with a one-year increase of 107.81% [2] - Aerospace Development (000547) increased by 36.16% with a one-year rise of 383.42% [2] - Xingyun Co. (300648) rose by 55.87% with a one-year increase of 131.73% [2] - ST Green Kang (002868) increased by 39.03% with a one-year rise of 170.48% [2]

1月6日，星云股份跌0.93%，成交额3.06亿元。两融数据显示，当日星云股份获融资买入额4718.13万 元，融资偿还4319.11万元，融资净买入399.02万元。截至1月6日，星云股份融资融券余额合计5.78亿 元。 截至9月30日，星云股份股东户数1.64万，较上期增加4.87%；人均流通股6488股，较上期减少4.64%。 2025年1月-9月，星云股份实现营业收入8.51亿元，同比增长6.23%；归母净利润-3498.67万元，同比增 长26.08%。 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，信澳新能源产业股票A（001410）退 出十大流通股东之列。 责任编辑：小浪快报 融资方面，星云股份当日融资买入4718.13万元。当前融资余额5.78亿元，占流通市值的6.25%，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6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 ...

兴业证券股份有限公司 关于福建星云电子股份有限公司 2025 年持续督导培训情况报告书 为了进一步提高福建星云电子股份有限公司（以下简称"星云股份"或"公 司"）的规范运作水平，促进公司的健康发展，兴业证券股份有限公司（以下简 称"兴业证券"或"保荐机构"）特对星云股份进行了相关培训。现将培训情况汇报 如下： | 培训时间 | 年 月 日 2025 23 | 12 | | --- | --- | --- | | 培训地点 | 星云股份 | | | 培训主题 | 募集资金使用的注意事项及相关规定 | | | 培训讲师 | 戴劲、吕泉鑫 | | | 参训人员 | 星云股份控股股东和实际控制人、董事、高级管理人员、中层 | | | | 以上管理人员等相关人员 | | 一、 培训主要内容 保荐代表人（签字）： 戴 劲 保荐代表人（签字）： 结合《上市公司募集资金监管规则》《深圳证券交易所创业板股票上市规则》 《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》 等法律法规及相关文件，及近期监管动态，对上市公司募集资金的存储和使用等 内容进行了讲解。对于因故未能参加现场培训的相关人员，保荐机构已通 ...

兴业证券股份有限公司 关于福建星云电子股份有限公司 2025 年度定期现场检查报告 保荐机构名称：兴业证券股份有限公司 被保荐公司简称：星云股份 保荐代表人姓名：戴劲 联系电话：021-20370631 保荐代表人姓名：吕泉鑫 联系电话：021-20370631 现场检查人员姓名：戴劲、黄振伟 现场检查对应期间：2025 年 4 月 18 日至 2025 年 12 月 23 日 现场检查时间：2025 年 12 月 23 日 一、现场检查事项 现场检查意见 （一）公司治理 是 否 不 适 用 现场检查手段：查阅公司章程、公司治理的相关规章制度，查阅公司相关的股东 会、董事会会议资料及信息披露文件等。 1.公司章程和公司治理制度是否完备、合规 √ 2.公司章程和股东会、董事会规则是否得到有效执行 √ 3.股东会、董事会会议记录是否完整，时间、地点、出席 人员及会议内容等要件是否齐备，会议资料是否保存完整 √ 4.股东会、董事会会议决议是否由出席会议的相关人员签 名确认 √ 5.公司董事、高级管理人员是否按照有关法律法规和本所 相关业务规则履行职责 √ 6.公司董事、高级管理人员如发生重大变化，是否履行了 相应程 ...

Core Viewpoint - The company has completed the fundraising process through a specific issuance of A-shares, raising a total of 399 million yuan, with a net amount of 388 million yuan [1] Fundraising and Project Updates - The company signed a tripartite supervision agreement for the raised funds with the sponsor, Industrial Securities, and relevant banks in January 2021 [1] - The raised funds have been fully utilized for two projects: the production line for lithium battery cell formation and small power battery pack assembly equipment, and the industrialization project for intelligent manufacturing equipment for new energy vehicle batteries and intelligent station conversion control systems [1] - By December 30, 2025, the company will complete the cancellation of relevant special accounts at China Minsheng Bank and China Merchants Bank, with a balance of 0 at the time of cancellation, leading to the termination of the tripartite supervision agreement [1]

1、募集资金的管理情况 证券代码：300648 证券简称：星云股份 公告编号：2025-081 福建星云电子股份有限公司 关于注销部分募集资金专项账户的公告 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。 一、募集资金基本情况 经中国证券监督管理委员会《关于同意福建星云电子股份有限公司向特定对 象发行股票注册的批复》（证监许可﹝2020﹞2642号）同意注册，福建星云电子 股份有限公司（以下简称公司）向特定对象发行人民币普通股（A股）12,383,896 股，每股面值为1.00元（人民币，币种下同），发行价格为32.30元/股，募集资金 总额为399,999,840.80元，扣除与发行相关的费用（不含税）11,599,822.71元后， 公司实际募集资金净额为388,400,018.09元。募集资金已于2021年1月6日划至公司 指定账户。致同会计师事务所（特殊普通合伙）已对本次募集资金到位情况进行 了审验，并于2021年1月7日出具了"致同验字（2021）第351C000006号"《验资 报告》。 二、募集资金存放和管理情况 2、本次注销的部分募集资金专户注 ...

Group 1 - The core point of the article highlights the share pledges of key stakeholders in Xingyun Co., with Li Youcai pledging approximately 5.74 million shares (25.95% of his holdings) and Liu Zuobin pledging about 6.66 million shares (39.71% of his holdings) [1] - As of the announcement date, Xingyun Co. reported a market capitalization of 9.6 billion yuan [1] - For the first half of 2025, the revenue composition of Xingyun Co. is projected to be 90.25% from equipment manufacturing, 9.66% from testing services, and 0.1% from other businesses [1] Group 2 - The article also mentions a significant gathering of over 2,000 attendees at the Moutai distributor conference, where major changes regarding Moutai's pricing and distribution were announced [1] - Chairman Chen Hua emphasized that distributors can no longer rely on passive income [1]

星云股份公告，控股股东李有财、刘作斌合计将467.7万股办理质押展期，占所持股份12.02%、占公司 总股本2.68%。其中李有财质押143万股（2023年12月27日起）及44.7万股（2024年2月6日起），刘作斌 质押214万股（2023年12月27日起）及66万股（2024年2月6日起），原到期日均为2025年12月25日，展 期后质押到期日均为2026年3月31日，质权人均为中国中金财富证券有限公司。 ...

证券代码：300648 证券简称：星云股份 公告编号：2025-080 福建星云电子股份有限公司 关于控股股东、实际控制人部分股份质押展期的公告 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）于近日收到公司控股股东、实 际控制人李有财先生、刘作斌先生的通知，获悉李有财先生、刘作斌先生将其持 有本公司的部分股份办理了质押展期业务，具体情况如下： | 股东 名称 | 是否为 控股股 东或第 一大股 东及其 | 本次质押 股数（股） | 占其所 持股份 比例 | 占公司 总股本 比例 | 是否为 限售股 | 是否 为补 充质 | 质押起 始日 | 原质押 到期日 | 展期后 质押到 期日 | 质权人 | 质押 用途 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 一致行 | | | | | 押 | | | | | | | | 动人 | | | | | | | | | 中国中 | | | | | 1,430,000 ...