海辰藥業(300584.SZ):四川洛辰正在進行相關粘合劑產品的小試工藝開發,尚未向客戶送樣及形成訂單
格隆匯6月9日丨海辰藥業(300584.SZ)公佈股票交易異常波動公告,公司關注到近期固態電池概念受市場關注度較高。公司在固態電池領域的佈局主要是控股子公司安慶匯辰科技有限公司(簡稱“安慶匯辰”)與四川賽科動力科技有限公司(簡稱“賽科動力”)、宜賓市戎固新材料技術中心(有限合夥)、曹熹宸、嚴美強先生共同投資設立合資公司四川洛辰新材料科技有限公司(簡稱“四川洛辰”),該合資公司於2025年2月11日成立並完成工商登記,聚焦於包括固態電池在內的新能源電池相關粘合劑材料的開發、優化、及產業化,具體內容詳見公司披露在中國證監會創業板指定信息披露網站巨潮資訊網的公告。截至目前,四川洛辰正在進行相關粘合劑產品的小試工藝開發,尚未向客戶送樣及形成訂單,預計對公司本年度利潤不構成重大影響。
公司雖通過控股子公司安慶匯辰與賽科動力設立合資公司,切入固態電池粘結劑業務領域,但相關業務暫未形成收入,對公司整體業績暫不構成重大影響。受宏觀經濟、行業政策、市場環境變化等因素的影響,該項目亦存在產業化、商用化不及預期的風險。
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