Core Viewpoint - The lithium iron phosphate (LFP) industry is focusing on capacity clearance due to overcapacity issues, with a recent meeting held to discuss solutions and strategies for the industry [1][6]. Group 1: Industry Overview - The LFP materials sub-association was established in May this year to promote standardization, eliminate outdated capacity, and enhance international cooperation [6]. - The meeting included representatives from 10 LFP industry companies, discussing the challenges of overcapacity and the need for a low-carbon transition across the entire supply chain [3][6]. Group 2: Capacity and Demand Dynamics - The LFP industry is experiencing a structural supply-demand contradiction, with an expected production of 1.632 million tons in the first half of 2025, a year-on-year increase of 66.6%, and total available capacity rising to 5.32 million tons [8]. - Despite overall capacity being abundant, there is a mismatch where high-quality capacity is scarce while low-end capacity is excessive, leading to low effective utilization rates across the industry [8]. Group 3: Capacity Elimination Trends - Several types of LFP capacities are likely to be eliminated, including those unable to keep up with product upgrades, those affected by bankruptcies or cash flow issues, and those with poorly designed production lines that do not meet current standards [9].

| 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 年线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 300769 | 德方纳 米 | 12.38 | 12.83 | 33.57 | 36.77 | 9.55 | | 830809 | 安达科 技 | 5.42 | 7.37 | 5.57 | 5.84 | 4.83 | | 301091 | 深城交 | 4.71 | 4.38 | 31.44 | 32.70 | 4.01 | | 300068 | 南都电 源 | 5.20 | 9.59 | 15.79 | 16.39 | 3.77 | | 600773 | 西藏城 投 | 3.72 | 2.96 | 10.78 | 11.15 | 3.41 | | 000006 | 深振业A | 4.45 | 5.95 | 6.58 | 6.80 | 3.40 | | 300818 | 耐普矿 机 | 3.75 | 3.90 | 23.90 | 24.65 | 3 ...

Core Points - The Shanghai Composite Index closed at 3653.50 points, above the annual line, with a gain of 0.51% [1] - The total trading volume of A-shares reached 1,149.623 billion yuan [1] - A total of 69 A-shares have surpassed the annual line today, with notable stocks showing significant deviation rates [1] Summary of Stocks Breaking the Annual Line - The stocks with the highest deviation rates include: - Shen Zhen Zhi Ye A: 5.97% deviation, closing price 6.97 yuan, with a daily increase of 7.07% and turnover rate of 4.64% [1] - De Fang Na Mi: 5.54% deviation, closing price 35.42 yuan, with a daily increase of 8.25% and turnover rate of 8.20% [1] - An Da Ke Ji: 5.19% deviation, closing price 5.86 yuan, with a daily increase of 5.78% and turnover rate of 6.58% [1] - Other notable stocks with smaller deviation rates include: - Hua Xi Biological: just above the annual line [1] - Yuan Zuo Shares: just above the annual line [1] - Pu Rui Eye Care: just above the annual line [1] Additional Stock Data - Other stocks with significant performance include: - Zhu Hai Guan Yu: 4.33% deviation, closing price 15.64 yuan, daily increase of 6.76% [1] - San Wei Gu Fen: 4.27% deviation, closing price 12.50 yuan, daily increase of 7.76% [1] - Tian Li Lithium Energy: 2.96% deviation, closing price 30.04 yuan, daily increase of 4.05% [1]

贵州安达科技能源股份有限公司 回购股份结果公告 证券代码：830809 证券简称：安达科技 公告编号：2025-055 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误导性 陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带法律责任。 一、 回购方案基本情况 2024 年 7 月 11 日，贵州安达科技能源股份有限公司（以下简称"公司"）召开第 四届董事会第十一次会议和第四届监事会第八次会议，分别审议通过了《关于回购股份 方案的议案》，公司将以自有资金回购股份并用于减少注册资本。该议案于 2024 年 7 月 31 日经公司 2024 年第一次临时股东大会审议通过。 2025 年 1 月 24 日，公司召开第四届董事会第十五次会议审议通过了《关于增加股 份回购资金来源的议案》，同意公司股份回购的资金来源由"公司自有资金"变更为"公 司自有资金、自筹资金及金融机构借款"。 （一）回购用途及目的 基于对公司未来发展的信心和对公司长期价值的认可，为增强投资者对公司的信 心，维护广大投资者的利益，结合公司经营情况、业务发展前景、公司财务状况及未来 的盈利能力，公司拟使用自有资金回 ...

Core Viewpoint - The phosphoric iron market is experiencing significant growth in the first half of 2025, with a production increase of 74.2% year-on-year, reaching 1.403 million tons, which is a notable rise compared to the 43.9% growth in 2024 [1]. Group 1: Market Production and Growth - The production of phosphoric iron in the first half of 2025 is 1.403 million tons, reflecting a year-on-year growth of 74.2% [1]. - The growth rate in 2025 is significantly higher than the 43.9% increase observed in the entire year of 2024 [1]. Group 2: Company Performance - Hunan Yuno and Wanrun New Energy are the only two companies with production exceeding 100,000 tons, leading the first tier of producers [3]. - Four companies, including Bangpu Recycling and Zhongwei Xinyang, have production levels above 50,000 tons, placing them in the second tier [3]. Group 3: Capacity Utilization - There is a significant disparity in capacity utilization among companies, with leading companies like Hunan Yuno and Yuntu New Energy showing higher utilization rates [6]. - In the first tier, companies such as Hunan Yuno and Guizhou Yayou are leading in capacity utilization, while several companies in the second tier have utilization rates exceeding 50% [6]. Group 4: Self-Use vs. External Sales - The majority of phosphoric iron produced is for self-use, with the market split being 58% for self-use and 42% for external sales in the first half of 2025 [8]. - Companies like Hunan Yuno and Wanrun New Energy primarily focus on self-use, and the proportion of self-supplied phosphoric iron is on the rise [8].

Summary of Key Points Core Viewpoint - The company Guizhou Anda Technology Energy Co., Ltd. announced the lifting of restrictions on the sale of 139,924,821 shares, which accounts for 23.3033% of the total share capital, effective from July 11, 2025 [1]. Details of the Stock Release - The total number of shares to be released from restrictions is 139,924,821 shares [1]. - The release of these shares represents 23.3033% of the company's total share capital [1]. - The shares will be tradable starting from July 11, 2025 [1]. Reasons for Lifting Restrictions - The lifting of restrictions is due to the expiration of the voluntary lock-up period for shares subscribed by specific investors, which lasted for 36 months [2]. - The specific reasons for the release include annual lifting for directors, supervisors, and senior management, as well as voluntary lifting by certain shareholders [2]. Post-Release Share Capital Situation - After the lifting of restrictions, the total number of unrestricted shares will be 460,507,559, which constitutes 76.6937% of the total share capital [3]. - The total share capital of the company is 600,450,411 shares [3]. Compliance and Disclosure - The shareholders who are lifting restrictions are required to comply with the disclosure obligations if they plan to reduce their holdings in the future [4]. - There are no outstanding commitments from the shareholders requesting the lifting of restrictions [6].

证券代码：830809 证券简称：安达科技 公告编号：2025-054 贵州安达科技能源股份有限公司 股票解除限售公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、本次股票解除限售数量总额为 139,924,821 股，占公司总股本 23.3033%， 可交易时间为 2025 年 7 月 11 日。 二、本次股票解除限售的明细情况及原因 单位：股 自愿限售解除情况说明 2022 年 7 月，公司向 29 名认购对象定向发行股票 139,924,821 股。经协商 一致，29 名认购对象自愿限售本次认购的股票，自愿限售期为股份登记完成之 日起 36 个月。本次定向发行股票已于 2022 年 7 月 8 日起在全国中小企业股份转 让系统挂牌并公开转让。 鉴于上述定向发行股票的自愿限售期已于 2025 年 7 月 7 日届满，经公司申 请，现予以解除限售。 | | 股份性质 | 数量（股） | 百分比 | | --- | --- | --- | --- | | | 无限售条件的股份 | 460,507 ...

证券代码：830809 证券简称：安达科技 公告编号：2025-053 贵州安达科技能源股份有限公司 子公司管理制度 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、 审议及表决情况 2025 年 7 月 8 日，贵州安达科技能源股份有限公司（以下简称"公司"）第 四届董事会第十七次会议审议通过了《关于制定<子公司管理制度>的议案》，为 加强对公司所属子公司的有效管理和控制，确保子公司规范运作和依法经营，提 高公司整体运作效率和抗风险能力，最大程度保护投资者合法权益，根据相关规 定并结合实际情况，公司制定了《子公司管理制度》。 该议案无需提交股东会审议。 二、 制度的主要内容，分章节列示： 第一章 总则 第一条 为加强对公司所属子公司的有效管理和控制，确保子公司规范运作 和依法经营，提高公司整体运作效率和抗风险能力，最大程度保护投资者合法权 益，根据《中华人民共和国公司法》《中华人民共和国证券法》《北京证券交易 所股票上市规则》等法律、法规和规范性文件以及《贵州安达科技能源股份有限 公司章程》（以下 ...

证券代码：830809 证券简称：安达科技 公告编号：2025-052 2022 年 7 月 21 日，公司 2022 年第三次临时股东大会审议通过了《关于拟 新增银行综合授信额度的议案》，公司申请增加综合授信额度（增加额度不超过 200,000 万元人民币），同时股东大会授权董事会办理综合授信的相关事项。 截至 2025 年 6 月 30 日，公司审议通过的银行综合授信额度和融资租赁额度 共 500,000 万元，已取得的银行授信额度和融资租赁额度合计 265,000 万元。 鉴于公司此前取得的贵阳银行股份有限公司（以下简称"贵阳银行"）综合 授信额度已到期，为满足日常生产经营及业务发展的资金需求，公司拟重新向贵 阳银行申请不超过 100,000 万元人民币的银行综合授信额度，该综合授信额度为 敞口授信额度，授信业务范围包括但不限于贷款、保理、银行承兑汇票、保函、 信用证等，授信有效期 3 年，授信额度在授信有效期内可循环使用。 上述综合授信额度不等于公司实际发生的融资金额，具体融资金额将在综合 授信额度内，根据实际资金需求及相关金融机构批复金额，以实际签署合同为准。 二、资产抵押、质押情况 贵州安达科技能 ...

第四届董事会第十七次会议决议公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、会议召开和出席情况 （一）会议召开情况 证券代码：830809 证券简称：安达科技 公告编号：2025-051 贵州安达科技能源股份有限公司 1.会议召开时间：2025 年 7 月 8 日 2.会议召开地点：贵州省贵阳市开阳县硒城街道办白安营村安达科技行政楼 会议室 3.会议召开方式：现场和通讯 4.发出董事会会议通知的时间和方式：2025 年 7 月 5 日以通讯方式发出 5.会议主持人：刘建波先生 6.会议列席人员：公司监事和其他高级管理人员 7.召开情况合法、合规、合章程性说明： 本次会议的召集、召开、议案审议程序符合《中华人民共和国公司法》和《贵 州安达科技能源股份有限公司章程》及其他法律、法规的有关规定。 （二）会议出席情况 二、议案审议情况 （一）审议通过《关于申请银行综合授信并提供资产抵押、质押的议案》 1.议案内容： 具体内容详见公司于 2025 年 7 月 8 日在北京证券交易所信息披露平台 （www ...