2月27日，中一科技跌5.01%，截至发稿，报46.04元/股，成交2.59亿元，换手率2.49%，总市值107.38亿 元。 资料显示，湖北中一科技股份有限公司位于湖北省云梦县经济开发区梦泽大道南47号，成立日期2007年 9月13日，上市日期2022年4月21日，公司主营业务涉及各类单、双面光高性能电解铜箔系列产品的研 发、生产与销售,下辖云梦、安陆两大电解铜箔生产基地。主营业务收入构成为：锂电铜箔78.92%，电 子电路铜箔20.67%，其他0.41%。 汇安量化优选A（005599）成立日期2018年7月26日，最新规模189.24万。今年以来收益22.76%，同类 排名260/8891；近一年收益27.39%，同类排名3515/8137；成立以来收益22.14%。 汇安量化优选A（005599）基金经理为王明路。 截至发稿，王明路累计任职时间116天，现任基金资产总规模3.01亿元，任职期间最佳基金回报 23.52%， 任职期间最差基金回报5.7%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以 ...

（文章来源：每日经济新闻） 每经AI快讯，2月25日，PCB概念股再度拉升，宏昌电子、江南新材、铜冠铜箔盘中创新高，诺德股份 涨停，德福科技、中一科技、山东玻纤、胜宏科技、光华科技跟涨。 ...

PCB概念股再度拉升，宏昌电子、江南新材、铜冠铜箔盘中创新高，诺德股份涨停，德福科技、中一科 技、山东玻纤、胜宏科技、光华科技跟涨。 ...

（文章来源：证券日报） 证券日报网讯 2月24日，中一科技在互动平台回答投资者提问时表示，关于固态电池产业发展方向已战 略布局锂-铜金属一体化复合负极材料等相关技术，部分技术、工艺已经申请了发明专利，目前正在进 行中试线设计建设等相关工作；同时公司成立了院士（专家）工作站，和客户协同重点推进一体化铜锂 复合（自生成）负极材料的开发及产业化、智能复合集流体的开发及产业化，并根据市场需求情况开展 相关产品的生产和销售。 ...

（文章来源：证券日报） 证券日报网讯 2月24日，中一科技在互动平台回答投资者提问时表示，截至2026年2月13日，公司股东 总户数23120户。 ...

Investment Rating - The report suggests a positive investment outlook for the solid-state battery industry, highlighting key players and sectors to focus on [2][11]. Core Insights - The solid-state battery industry is entering a critical phase in 2026, with significant advancements expected in the production of battery packs and vehicle testing [2][14]. - Solid-state batteries are particularly suited for space applications due to their wide temperature range, high energy density, and safety features [27][32]. - The report emphasizes the importance of policy support and technological advancements in driving the commercialization of solid-state batteries [11][24]. Summary by Sections Part 1: Transition from Cell to Pack - The focus is shifting from cell production to pack development, with significant attention on vehicle testing progress [5][14]. - The timeline indicates that 2025 will see the rollout of vehicle-grade cells, while 2026 will focus on pack production and testing [11][12]. Part 2: Adaptation to Space Environment - Solid-state batteries are designed to operate in extreme conditions, making them ideal for space applications [27][32]. - The demand for solid-state batteries in the space sector could reach tens to hundreds of GWh annually as technology matures [32][29]. Part 3: Equipment and Material Dynamics - The equipment sector is expected to benefit first from the expansion of solid-state battery production, with a focus on key players in the equipment supply chain [37][41]. - The materials sector is becoming increasingly competitive, with various players working on cost reduction and efficiency improvements [60][62]. Part 4: Investment Recommendations - The report recommends focusing on leading battery manufacturers, equipment suppliers, and material producers, highlighting specific companies for investment [2][11]. - Key players include CATL, Gotion High-Tech, and others in the battery production and equipment sectors [2][11].

Core Viewpoint - The lithium battery copper foil industry is crucial for lithium-ion battery performance, accounting for approximately 5%-10% of total battery costs, with a tightly linked supply chain in China that influences costs, supply, and demand [1][5][6]. Group 1: Industry Overview - Lithium battery copper foil is a core material for the negative electrode current collector in lithium-ion batteries, impacting energy density, cycle life, and safety [2][7]. - The global lithium-ion battery shipment volume is projected to reach 2,280.5 GWh by 2025, with expectations to exceed 3,016 GWh in 2026, driven by the growth of the electric vehicle market [1][6]. - China's lithium battery industry is leading globally, with a projected 2025 shipment volume of 1,888.6 GWh, accounting for 82.8% of global shipments [8]. Group 2: Market Dynamics - The copper foil industry is experiencing rapid growth, with domestic shipments expected to reach 940,000 tons in 2025, a year-on-year increase of over 36% [8][9]. - The market is shifting towards ultra-thin copper foil products, with 5μm and below gaining significant traction due to their advantages in energy density and cost savings [9][10]. Group 3: Competitive Landscape - The competitive landscape is becoming increasingly concentrated, with the top 10 companies expected to account for nearly 80% of shipments by 2025, reflecting a trend of resource consolidation towards leading firms [10][11]. - Key players in the industry include DeFu Technology, Longdian Huaxin, and Jiayuan Technology, which dominate the market due to their technological and production capabilities [10][11]. Group 4: Future Trends - The industry is expected to focus on three core directions: continued emphasis on ultra-thin products, deepening supply chain integration, and diversification strategies to enhance resilience against market fluctuations [10][12][13]. - Companies will increasingly pursue global expansion and product diversification to mitigate risks and tap into new profit growth areas [13].

中一科技于1月26日发布2025年业绩预告，预计全年净利润6000万元至8000万元，同比扭亏为盈，增幅 171.26%至195.02%。业绩改善主要因行业景气度回升、铜箔加工费上涨及客户结构优化。尽管公告日 期稍早，但利好效应在近7天股价波动中仍有体现。 以上内容基于公开资料整理，不构成投资建议。 经济观察网近7天，中一科技（301150）股价表现强劲，区间涨跌幅达16.59%，振幅为19.41%。其中， 2月9日单日大涨7.94%，收盘价44.88元，成交量显著放大至14.84万手；截至2月13日最新收盘价45.53 元，当日涨跌幅0.42%。技术面显示多头行情，MACD指标转正，KDJ指标进入超买区间，股价突破20 日均线压力位。 2月9日，固态电池产业迎来重磅进展，国内头部电池厂在中期审查第二轮送样中循环寿命超预期，产业 化时间表明确指向2026年设备招标元年。该事件催化电池板块热度上升，可能间接带动中一科技等上游 材料公司关注度提升。 近期事件 财报分析 ...

证券日报网讯 2月12日，中一科技在互动平台回答投资者提问时表示，截至2026年2月10日，公司股东 总户数23659户。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 2月11日，中一科技在互动平台回答投资者提问时表示，截至2026年2月10日，公司股东 总户数23659户。 ...