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中国科技产业正以硬核创新重塑全球格局。年初以来,DeepSeek等科技公司的迅速崛起,改变了全球投资者对中国科技的预期,带动了中国资产价值重估。

与此同时,在全球碳中和浪潮与新能源汽车革命共振的裂变时刻,深圳证券交易所市场(以下简称“深市”)四家硬核科技企业正以“技术共生”重塑中国智造话语权。宁德时代新能源科技股份有限公司(以下简称“宁德时代”)、江苏博俊工业科技股份有限公司(以下简称“博俊科技”)、西安蓝晓科技新材料股份有限公司(以下简称“蓝晓科技”)和富临精工股份有限公司(以下简称“富临精工”)四家公司,凭借在各自领域的技术突破,覆盖电池革命、材料萃取、精密制造、系统集成的创新矩阵,在锂电回收、固态电池等未来赛道形成战略支点。

技术驱动

上市公司持续引领产业链突破

宁德时代以CTP3.0麒麟电池重定义动力电池能量密度,博骏科技在轻量化一体压铸赛道浇筑电动化底盘新范式,蓝晓科技凭借吸附分离材料突破盐湖提锂技术瓶颈,富临精工则用VVT精密组件卡位混动技术制高点。这组覆盖电池革命、材料萃取、精密制造、系统集成的创新矩阵,在锂电回收、固态电池等未来赛道形成战略支点。

2024年的年报显示,宁德时代研发支出为186亿元,占总收入超过5%;博俊科技的研发支出同比增加90.17%。

业内人士认为,当产业链上下游的技术涟漪相互激荡,他们既在各自领域突破技术封锁线,更通过交叉创新孕育出从锂矿到车轮的产业闭环,为全球能源革命提供兼具规模效应与技术纵深的中国方案。这不仅是制造业升级的加速度,更是新质生产力向绿色深水区进军的时代路标。

宁德时代连续8年蝉联全球动力电池使用量第一,2024年全球市占率达37.9%。其研发创新体系基于对分子动力学、电化学相场法等多学科的深刻理解,形成了独特的研发优势。截至2024年,公司拥有六大研发中心,研发人员超过2万名,专利及专利申请合计达43,354项。

蓝晓科技在吸附分离技术领域的深耕,打破了高端材料的国际垄断。从青海到西藏,蓝晓科技攻克了盐湖提锂的技术难题,实现了从低品位卤水到高海拔复杂环境的产业化突破。其全球首创的高钠碱性锂吸附剂、双极膜系统和零碳闭环工艺,为锂资源的绿色高效提取提供了全新解决方案。

博骏科技在汽车精密零部件和模具制造领域的技术创新,使其成为轻量化制造的行业标杆。公司介绍,通过引入热成型、一体化压铸等先进工艺,满足了汽车行业对轻量化和高效生产的需求。2024年,公司营业收入达42.27亿元,归母净利润6.13亿元,年复合增长率分别达73.7%和94.0%。

富临精工在新能源汽车智能电控和锂电正极材料领域的技术创新,使其成为行业的升级先锋。公司介绍,通过精密智造优势,推动业务从传统精密加工向智能电控及机电一体化方向转型。其高压实密度磷酸铁锂正极材料业务在国内市场占据领先地位,并与宁德时代等头部企业建立了深度战略合作。

国金证券分析师认为随着产业研发投入力度大幅加强,固态电池产业化将加速。从技术迭代角度看,负极将是率先开启技术革新:复合集流体+硅碳,随后是壳体、电解质等。新能源车企也不断推出具有竞争力的新车型,高压快充锂电池、固态电池、光伏bc电池等新技术加快发展。

精准浇灌

资本市场为企业提供沃土

资本市场为深市新能源公司提供了强大的融资支持和创新动力,助力在新能源革命中占据战略高地。

宁德时代自2018年上市以来,通过3次股权融资募集资金超过600亿元,用于电池基地建设和研发项目。这些资金不仅推动了宁德时代的快速发展,也为其在固态电池、锂电回收等未来赛道的战略布局提供了保障。

蓝晓科技在上市后累计再融资已超10亿元,用于建设新材料产业园和新能源金属领域项目,均在公司发展的关键时刻提供了重要的资金保障。同时,公司通过股权激励计划凝聚了700人次的骨干团队,为技术突破和市场拓展注入了活力。

汽车精密零部件和精密模具的专业制造企业博骏科技通过深交所IPO和再融资获得资金支持,推动了其在轻量化制造领域的持续创新。公司研发投入从2023年的8500万元增长至2024年的1.6亿元,同比增加90.17%。

富临精工2021年通过定向增发募集资金15亿元,用于新能源汽车智能电控和锂电正极材料项目。这些资金不仅优化了公司的资本结构,也为其在新能源赛道的高质量发展提供了保障。

资本市场为这些企业提供了资本支持和市场认可,推动它们在新能源产业链中形成协同创新闭环。

业内人士认为,未来,随着固态电池、锂电回收等新技术的加速发展,深市新能源产业链公司将继续以科技叙事深化产业创新,为全球能源转型提供兼具规模效应与技术纵深的中国方案。这不仅是制造业升级的加速度,更是中国智造向绿色深水区进军的时代路标。

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