Core Insights - A total of 50 companies will have their restricted shares unlocked next week, from July 7 to July 11, with a total of 1.364 billion shares being released, amounting to a market value of 37.619 billion yuan based on the closing price on July 4 [1] Summary by Category Unlocking Schedule - The peak unlocking day is July 7, with 24 companies releasing shares worth a total of 19.109 billion yuan, accounting for 50.79% of the total unlocking value for the week [1] Companies with Highest Unlocking Value - The companies with the highest unlocking market value are: - Lingyun Guang: 5.952 billion yuan - Haohua Technology: 4.263 billion yuan - Weike Technology: 3.636 billion yuan [1] Companies with Highest Unlocking Volume - The companies with the highest number of shares being unlocked are: - Lingyun Guang: 224 million shares - Haohua Technology: 161 million shares - Anda Technology: 140 million shares [1]

证券代码：830809 证券简称：安达科技 公告编号：2025-050 贵州安达科技能源股份有限公司 回购进展情况公告 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、 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。 自董事会决议至回购完成期间，如公司存在权益分派等事项，将自权益分派实施之 日起，及时调整回购价格。 （四）拟回购数量、资金总额及资金来源 本次拟回购资金总额不少于 4,000,000 元，不超过 8,000,000 元，同时根据拟回购资 金总额及拟回购价格上限测算预计回购股份数量区间为 531,915 股-1,063,829 股，占董 事会通过回购方案之日的总股本的比例为 0.09%-0.17%，资金来源为 ...

Core Viewpoint - The lithium iron phosphate (LFP) market is expected to maintain high growth in 2025, with significant production increases and market share dynamics among leading companies [2]. Group 1: Market Growth and Production - In the first half of 2025, LFP production reached 1.632 million tons, representing a year-on-year increase of 66.6% [3]. - The top company, Hunan Youneng, holds approximately 30% market share, significantly leading the first tier of companies [5]. - Hunan Youneng produced over 400,000 tons, far ahead of other top five companies, which produced between 100,000 to 150,000 tons each [7]. Group 2: Company Performance and Potential - Among the top 10 companies, Andar Technology and Dangsheng Technology exhibited the highest growth rates, both exceeding 200% [9]. - Other companies like Youshan Technology, Fulian Shenghua, and Guoxuan High-Tech also showed growth rates above 100% [9]. - Companies such as Wanhua Chemical, Dangsheng Technology, Xiexin Lithium Battery, Bangpu Recycling, and Ruixiang New Materials are emerging with strong financial capabilities and market ambitions, indicating potential for significant market presence in the future [9].

北京德皓国际会计师事务所（特殊普通合伙） 关于对贵州安达科技能源股份有限公司年报问询的回复 德皓函字[2025]00000082 号 北京证券交易所上市公司管理部： 2025 年 6 月 10 日，贵部下发的《关于对贵州安达科技能源股份 有限公司的年报问询函》（年报问询函【2025】第 005 号）已收悉， 我们已对年报问询函所提及的贵州安达科技能源股份有限公司（以下 简称安达科技或公司）财务事项进行了审慎核查，现汇报如下： 一、【年报问询函问题 1】关于经营业绩 2022 年-2024 年期间，你公司营业收入分别为 65.58 亿元、29.64 亿元、15.11 亿元，归属于上市公司股东的净利润分别为 8.11 亿元、-6.34 亿元、-6.80 亿元，毛利率分别为 19.10%、-4.70%、-11.07%。按产品类 别看，磷酸铁锂收入下降 58.61%，毛利率下降 9.43 个百分点；磷酸铁 收入下降 1.14%，毛利率增加 7.45 个百分点；其他收入下降 16.77%、 毛利率下降 21.02 个百分点。 请你公司： （1）结合市场竞争、供求关系、议价能力、产品售价、主要成 本构成等变动情况，说明营 ...

证券代码：830809 证券简称：安达科技 公告编号：2025-048 贵州安达科技能源股份有限公司 关于对北京证券交易所2024年年报问询函回复的公告 说明各业务收入确认方法和金额的准确性。 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。 北京证券交易所上市公司管理部： 2025 年 6 月 10 日，贵部下发的《关于对贵州安达科技能源股份有限公司的 年报问询函》（年报问询函【2025】第 005 号）（以下简称"《问询函》"）已 收悉，根据《问询函》相关要求，贵州安达科技能源股份有限公司（以下简称"安 达科技"或"公司"）及年审会计师事务所北京德皓国际会计师事务所（特殊普 通合伙）（以下简称"年审会计师"）就问询函中涉及的相关事项进行了专项核 查，为进一步补充和完善《问询函》的回复内容，本着认真落实核查工作并确保 回复内容及后续信息披露的真实、准确、完整，公司向贵部申请了延期至 2025 年 7 月 1 日前回复本次《问询函》，现已完成相关核查工作，具体回复如下： 问题 1：关于经营业绩 2022 ...

Core Viewpoint - The article discusses the upcoming 2025 Fifth Start Two-Wheeled Vehicle Battery Swap Conference and Lightweight Power Battery Technology Summit, highlighting the growth and developments in the lithium iron phosphate (LFP) battery sector, particularly focusing on Guizhou Anda Technology's expansion in LFP precursor production capacity [1][14]. Group 1: Event Details - The conference will take place on July 10-11, 2025, at the International Hall of the Dingshi Road International Hotel in Bao'an, Shenzhen [1]. - Major sponsors and participants include leading companies in the battery and electric vehicle sectors, such as Yadi Technology Group, Tailling Group, and others [1]. Group 2: Anda Technology's Expansion - Guizhou Anda New Energy Materials Co., Ltd. is advancing its 450,000 tons/year LFP precursor project, with an environmental impact assessment recently publicized [3]. - The project consists of two phases: Area A with a capacity of 300,000 tons and Area B with 150,000 tons, with total investments of 14 billion and 10 billion yuan respectively [3]. Group 3: Financial Performance - Anda Technology reported a revenue of 1.511 billion yuan in 2024, a decrease of 49.02% year-on-year, with a net loss of 679.9 million yuan [5]. - The revenue from LFP and its related products accounted for over 81% of total revenue, with specific revenues of 983 million yuan and 245 million yuan respectively [6]. Group 4: Technological Advancements - Anda Technology has achieved a new generation of LFP production methods and plans to launch the fourth generation of LFP products in 2025 [7]. Group 5: Market Position and Competition - As of the end of 2024, Anda Technology's production capacity includes 150,000 tons/year of LFP and 150,000 tons/year of LFP precursor, with ongoing projects expected to increase total production capacity significantly [9][10]. - The company maintains partnerships with major clients like BYD and is working to diversify its customer base, although it faces challenges in expanding its overseas market presence [10][11]. - The demand for LFP materials in China is projected to grow, with a forecasted increase of 36.3% in shipments to reach 3.3 million tons in 2025, favoring companies with technological and overseas production advantages [11].

Group 1 - The core project involves the construction of a 450,000 tons/year lithium iron phosphate precursor project by Guizhou Anda New Energy Materials Co., Ltd. [2] - The total investment for the project is 4 billion yuan, with the A area producing 300,000 tons of lithium iron phosphate precursor and the B area producing 150,000 tons [2] - The A area will have 12 production lines with an investment of 1.4 billion yuan, while the B area will have 5 production lines with an investment of 1 billion yuan [2] Group 2 - Guizhou Anda Technology Energy Co., Ltd. was established in 1996 with a registered capital of 600 million yuan [2] - The company focuses on the research, production, and sales of lithium iron phosphate and lithium iron phosphate materials, as well as the recycling and regeneration of lithium-ion batteries [2]

一、募集资金基本情况 2022 年 9 月 9 日，贵州安达科技能源股份有限公司（以下简称"公司"） 公司 2022 年第五次临时股东大会审议通过《关于公司申请向不特定合格投资者 公开发行股票并在北京证券交易所上市的议案》，同意公司申请向不特定合格投 资者公开发行股票并在北京证券交易所上市；经公司 2022 年第六次临时股东大 会及 2023 年第一次临时股东大会审议通过，公司拟发行股票不超过 5,000 万股， 募集资金总额不超过 65,000.00 万元。 证券代码：830809 证券简称：安达科技 公告编号：2025-047 贵州安达科技能源股份有限公司 关于注销募集资金专户的公告 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。 上述募集资金专户注销后，公司与保荐机构、开户银行签署的《募集资金三 方监管协议》及补充协议相应终止。 特此公告。 2023 年 1 月 4 日，中国证券监督管理委员会下发《关于同意贵州安达科技 能源股份有限公司向不特定合格投资者公开发行股票注册的批复》（证监许可 〔202 ...

证券代码：830809 证券简称：安达科技 公告编号：2025-046 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购公司已发行的部分人民币普通股股票，用于 注销并相应减少注册资本。 （二）回购方式 本次回购方式为竞价。 贵州安达科技能源股份有限公司 回购进展情况公告 本公司及董事会全体成员保证公告内容的真实、准确和 ...

Core Viewpoint - The Beijing Stock Exchange and China Securities Index Co., Ltd. announced a regular adjustment of the sample stocks and reserve list for the Bei Zheng 50 Index (899050), effective June 16, 2025 [1] Group 1: Sample Stocks - The Bei Zheng 50 Index (899050) includes a total of 50 sample stocks, with notable companies such as: - Nuo Si Lan De (430047) - Hua Ling Co., Ltd. (430139) - Su Zhou Axle Co., Ltd. (430418) - Feng Guang Precision (430510) - An Da Technology (830809) [2] - Additional companies in the index include: - Sen Xuan Pharmaceutical (830946) - Chuang Yuan Xin Ke (831961) - Ao Di Wei (832491) - Na Ke Nuo Er (832522) - De Yuan Pharmaceutical (832735) [2][3] Group 2: Reserve List - The reserve list for the Bei Zheng 50 Index (899050) includes: - Jia Xian Co., Ltd. (920489) - Lei Shen Technology (872190) - Hui Feng Diamond (839725) - Lian Di Information (839790) - Yun Li Wu Li (872374) [3]