| 成交量 | 成交金额 | 成交价格 | 相对当日收 盘价折溢价 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | | | | | | | | （%） | | | | | | | | 华泰证券股份有限公司深 | 中泰证券股份有限公 | | 71.90 | 2372.70 | 33.00 | 0.30 | 圳益田路荣超商务中心证 | 司北京朝外大街证券 | | | | | | 券营业部 | 营业部 | 贝特瑞（920185）1月14日大宗交易平台出现一笔成交，成交量71.90万股，成交金额2372.70万元，大宗 交易成交价为33.00元，相对今日收盘价溢价0.30%。该笔交易的买方营业部为华泰证券股份有限公司深 圳益田路荣超商务中心证券营业部，卖方营业部为中泰证券股份有限公司北京朝外大街证券营业部。 进一步统计，近1个月内该股累计发生2笔大宗交易，合计成交金额为3012.70万元。 证券时报·数据宝统计显示，贝特瑞今日收盘价为32.90元，下跌1.44%，日换手率为1.41%，成交额为 5.22亿元，近 ...

Core Viewpoint - The lithium battery industry is poised for a significant growth cycle in 2026, characterized by strong demand recovery, accelerated global expansion, and disruptive technological advancements, leading to a "spiral rise" in both volume and price [3]. Group 1: Conference Overview - The 2026 Lithium Battery Key Materials and Applications Market Summit will be held on March 19-20, 2026, in Changzhou, Jiangsu, organized by Xinluo Information [4]. - The summit aims to address the supply-demand dynamics in the lithium battery sector, focusing on the critical materials needed for battery production and the expected supply shortages [5]. Group 2: Key Topics of Discussion - The conference will feature three main topics: 1. In-depth discussions on cutting-edge technologies and market supply-demand [5]. 2. Announcement of the "Top Ten Lithium Battery Material Brands of 2025," evaluated based on shipment volume, market share, and customer reputation [6]. 3. B2B procurement matchmaking to connect top battery manufacturers and material suppliers, enhancing resource matching and reducing procurement costs [7]. Group 3: Proposed Discussion Topics - Proposed topics for the main forum include: - Outlook on lithium ore resource supply for 2026 [9]. - Market environment discussions on lithium carbonate operations [9]. - Research and application of high-energy density power battery technology [9]. - Additional topics will cover trends in the global new energy vehicle market and the impact of policies on the lithium market [10][11]. Group 4: Participation and Costs - The participation fee for the conference is set at 2800 yuan per person, with a limited-time free attendance option available for the first 200 registrants [17].

格隆汇1月12日丨芳源股份(688148.SH)公布，公司于近日收到股东贝特瑞的通知，因业务发展需要，公 司股东贝特瑞计划根据市场价格，通过集中竞价交易方式减持其持有的公司股份合计不超过510.17万股 (不超过公司总股本的1%)，减持期间为自公司披露股份减持计划公告之日起15个交易日后的3个月内。 ...

人民财讯1月12日电，企查查APP显示，近日，深圳市贝特瑞氢能新材料有限公司成立，法定代表人为 李子坤，经营范围包含：电子专用材料制造；新兴能源技术研发；新材料技术推广服务；电子专用材料 销售等。企查查股权穿透显示，该公司由贝特瑞旗下深圳市贝特瑞新能源技术研究院有限公司、深圳贝 研氢材投资合伙企业(有限合伙)共同持股。 ...

Core Insights - The core viewpoint of the article is the significant growth forecast for the global sodium-ion battery industry, particularly in the production and shipment of cathode materials by 2025, as detailed in the "2026 Global Sodium Battery Industry White Paper" published by Qidian Research Institute SPIR [2]. Group 1: Industry Overview - By 2025, the global shipment of sodium-ion battery cathode materials is expected to reach approximately 20,000 tons, representing a year-on-year growth of 122.2% [2]. - Among the cathode materials, the shipment of polyanionic cathode materials is projected to exceed that of layered oxides, with an estimated shipment of 14,000 tons, marking a staggering year-on-year increase of 366.6%. In contrast, the shipment of layered oxide cathode materials is expected to be 5,000 tons, reflecting a year-on-year decline of 16.6% [2]. Group 2: Price Trends - The average price of layered oxide cathode materials in 2025 is forecasted to be 38,000 yuan per ton, which is a decrease of 26.3% compared to the previous year [3]. - The average price for polyanionic cathode materials is expected to be 28,000 yuan per ton, showing a decline of 22.2% year-on-year [3]. Group 3: Leading Companies - The top 10 companies in the global sodium-ion battery cathode materials shipment for 2025 include: 1. Qiana Energy 2. Rongbai Technology 3. Sodium Innovation Energy 4. Yingna New Energy 5. Wanrun New Energy 6. Sodium Science Energy 7. Dangseng Technology 8. Jiangsu Xiangying 9. Sodium Far New Materials 10. Jinguang Energy [7]. - The next tier, companies ranked 11-20, includes: 11. Ruiyang New Energy 12. Green Beauty 13. Zhenhua New Materials 14. Yangguang Technology 15. Tongxing Haosheng 16. Taihe Technology 17. Better Energy 18. Shengna Energy 19. Chaona New Energy 20. Xinna New Materials [7]. Group 4: Market Segmentation - The top 10 companies in the shipment of polyanionic cathode materials include: 1. Qiana Energy 2. Rongbai Technology 3. Yingna New Energy 4. Wanrun New Energy 5. Jinguang Energy 6. Sodium Science Energy 7. Sodium Far New Materials 8. Ruiyang New Energy 9. Tongxing Haosheng 10. Taihe Technology [9]. - The top 10 companies in the shipment of layered oxide cathode materials include: 1. Sodium Innovation Energy 2. Rongbai Technology 3. Dangseng Technology 4. Jiangsu Xiangying 5. Zhenhua New Materials 6. Sodium Science Energy 7. Green Beauty 8. Better Energy 9. Yangguang Technology 10. Changyuan Lithium Technology [9].

（文章来源：证券日报） 证券日报网讯 1月8日，贝特瑞发布公告称，公司第二期股权激励计划第四个行权期条件已成就，304名 激励对象可合计行权不超过约1085.17万股，行权价16.45元/股，来源为公司定向发行新股，行权窗口自 2025年4月30日至2026年4月29日，董事会已审议通过并获股东大会授权。 ...

（文章来源：证券日报） 证券日报网讯 1月8日，贝特瑞发布公告称，公司聘任黄舒欣女士为公司董事会秘书。 ...

（文章来源：证券日报） 证券日报网讯 1月8日，贝特瑞发布公告称，公司第六届董事会第三十二次会议审议通过《关于调整第 二期股权激励计划行权价格的议案》等多项议案。 ...

（文章来源：证券日报） 证券日报网讯 1月8日，贝特瑞发布公告称，本公司张晓峰先生，因个人原因辞任，自2026年1月8日起 不再担任董事会秘书。 ...

Core Viewpoint - The company announced the cancellation of 2,435,626 stock options from its second equity incentive plan due to various reasons including employee departures, performance not meeting standards, and expiration of the exercise period [2] Group 1: Company Actions - The company's sixth board of directors held its thirty-second meeting and approved the cancellation of stock options for 47 incentive recipients [2] - The cancellation of stock options will not affect the company's financial status or the continued implementation of the incentive plan [2]