星雲股份快速拉昇臨近午盤收盤20CM升停
星雲股份(300648.SZ)午盤收盤前直線拉昇封升停板,報價31.27元,創7月24日以來新高。據市場消息,星雲股份為華為概念股,據悉與華為在電池檢測等領域有合作。在10月8日全液冷超充概念獲資金追捧時,該股當日盤中一度升近8%。星雲股份是國內領先的鋰電後段設備供應商。據券商資料顯示,星雲股份鋰電池檢測相關設備目前已經形成了進口替代,可提供鋰電池從研發到應用的全方位測試產品解決方案。公司測試設備現有產能20369個通道,募投項目“新能源汽車電池智能製造裝備及智能電站變流控制系統產業化項目”已經於2023年6月結項,預計新增產能將逐步釋放。公司星雲電壓內阻測試系統正式發佈,開闢了從多品類“專用型”電池檢測設備向“通用型”儀器儀表產品研發生產延伸的業務發展路徑,標誌公司業務邁入高精度標準化儀表領域。儲能方面,2023年8月,公司公吿擬投資10.58億建設星雲儲能系統及電池關鍵部件製造和檢測中心項目;公司“光儲充檢智能超充站”最高支持1000V電壓,可以支持未來新能源汽車800V及更高電壓平台車型的推廣應用,有望受益於800V車型放量。
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