证券代码：920809 证券简称：安达科技 公告编号：2025-112 贵州安达科技能源股份有限公司 投资者关系活动记录表 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、 投资者关系活动类别 □特定对象调研 √业绩说明会 □媒体采访 □现场参观 □新闻发布会 □分析师会议 □路演活动 □其他 二、 投资者关系活动情况 活动时间：2025 年 11 月 10 日 活动地点：全景网"投资者关系互动平台"（https://ir.p5w.net） 参会单位及人员：通过网络方式参与公司本次业绩说明会的投资者 上市公司接待人员：公司董事长、总经理刘建波先生，公司副总经理、董事 会秘书李建国先生，公司财务负责人申小林先生，公司保荐代表人赵倩女士、谢 博维先生 三、 投资者关系活动主要内容 本次业绩说明会公司就投资者普遍关注的问题进行了沟通与交流，主要问题 及回复如下： 问题 1：公司是否考虑设立深圳国际部，将公司的部分业务放到科技较为先 进的城市，增强公司的融资能力？ 回答：尊敬的投资者您好！感谢您的宝贵意见， ...

Investment Rating - The investment rating for the company is "Outperform" (maintained) [1][3]. Core Insights - The company reported a significant increase in revenue for the first three quarters of 2025, achieving 2.273 billion yuan, which represents a year-on-year growth of 109.02%. This growth is primarily driven by the increase in both sales volume and price of lithium iron phosphate products [3]. - The net profit attributable to the parent company was -243 million yuan, indicating a narrowing of losses by 53.18% year-on-year. The profitability outlook has been adjusted upwards due to the anticipated recovery in the lithium iron phosphate industry and increased demand driven by downstream battery applications [3]. - The company has accelerated its capacity expansion in lithium iron phosphate and its precursors, with a total capacity of 150,000 tons per year for both lithium iron phosphate and iron phosphate as of the first half of 2025. Ongoing projects include a 240,000 tons per year lithium iron phosphate project and a 45,000 tons per year precursor project [4]. Financial Summary - For the fiscal years 2023 to 2027, the projected revenue is expected to grow from 2.964 billion yuan in 2023 to 7.805 billion yuan in 2027, with a compound annual growth rate (CAGR) of approximately 46% [7]. - The net profit is projected to improve from -634 million yuan in 2023 to 303 million yuan in 2027, reflecting a significant turnaround in profitability [7]. - The earnings per share (EPS) is expected to transition from -1.06 yuan in 2023 to 0.51 yuan in 2027, indicating a positive shift in earnings potential [7].

证券代码：920809 证券简称：安达科技 公告编号：2025-111 2025 年 8 月 25 日，贵州安达科技能源股份有限公司（以下简称"公司"） 第四届董事会第十八次会议、第四届监事会第十二次会议审议通过了《关于注销 回购股份并减少注册资本的议案》《关于取消监事会并修订<公司章程>的议案》。 为提升股东价值并维护广大投资者的利益，公司将已回购的股份 1,400,411 股予 以注销并减少相应注册资本，公司注册资本由 600,450,411 元变更为 599,050,000 元。上述议案已经公司 2025 年第一次临时股东会审议通过。 二、工商变更登记相关情况 2025 年 11 月 7 日，公司已完成相应工商变更登记及章程备案手续并取得贵 阳市市场监督管理局换发的《营业执照》。本次工商变更完成后，公司工商登记 信息如下： 公司名称：贵州安达科技能源股份有限公司 类型：股份有限公司（上市、自然人投资或控股） 住所：贵州省贵阳市开阳县硒城街道办白安营村 贵州安达科技能源股份有限公司 关于完成工商变更登记及公司章程备案并取得营业执照的公告 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、 ...

Core Insights - Andar Technology (920809) experienced a significant increase of 13.02% in its stock price, with a trading volume turnover rate of 26.63% and a total transaction value of 1.068 billion yuan, indicating strong market interest [2] - Institutional investors showed a net buying of 350,500 yuan, while the total net buying from brokerage seats amounted to 607,600 yuan, reflecting positive sentiment among professional investors [2] Trading Activity - The stock was listed on the North Exchange due to its high turnover rate of 26.63%, with institutional specialized seats contributing a net buying of 350,500 yuan [2] - The top five brokerage seats accounted for a total transaction value of 238 million yuan, with a buying transaction value of 119 million yuan and a selling transaction value of 118 million yuan, resulting in a net buying of 958,100 yuan [2] - Specific trading details show that one institutional specialized seat was involved, with a buying amount of 21.8012 million yuan and a selling amount of 21.4507 million yuan, leading to a net buying of 350,500 yuan [2]

Summary of Key Points Core Viewpoint - On November 10, the total trading volume of individual stocks on the Beijing Stock Exchange reached 952 million shares, with a total transaction value of 20.186 billion yuan, reflecting a decrease of 1.317 billion yuan compared to the previous trading day. A total of 127 stocks closed higher, while 145 stocks closed lower [1]. Trading Performance - The number of stocks with a closing price increase was 127, accounting for 45.20% of the tradable stocks. The top gainers included Taipeng Intelligent, Anda Technology, and Gaisi Food, with increases of 13.62%, 13.02%, and 8.78% respectively [1]. - Conversely, 145 stocks experienced a decline, with Zhongcheng Consulting, Fangsheng Co., and Haidar showing the largest drops of 7.63%, 5.35%, and 4.57% respectively [1]. Transaction Details - A total of 51 stocks had transaction values exceeding 100 million yuan, with the highest transaction values recorded for Anda Technology (1.068 billion yuan), Better Ray (727 million yuan), and Jinhua New Materials (522 million yuan) [1]. - The trading activity indicated that 22 stocks had a turnover rate exceeding 10%, with 6 stocks exceeding 20%. The stocks with the highest turnover rates were Zhongcheng Consulting (44.96%), Gaisi Food (40.63%), and Can Energy (37.44%) [1]. Stock Performance Table - A detailed table of stock performance was provided, highlighting closing prices, percentage changes, turnover rates, and transaction values for various stocks, including Anda Technology, Better Ray, and Gaisi Food [1][2][3][4][5][6][7][8][9].

Market Overview - As of November 10, the Shanghai Composite Index closed at 4018.60 points, up 21.04 points, with a gain of 0.53% [1] - The Shenzhen Component Index closed at 13427.61 points, up 23.56 points, with a gain of 0.18% [1] - The ChiNext Index closed at 3178.83 points, down 29.38 points, with a loss of 0.92% [1] Stock Performance - A total of 81 A-shares had a turnover rate exceeding 20% on this day, indicating significant trading activity [1] - Notable stocks with high turnover rates included: - Haili Heavy Industry (002255) with a turnover rate of 54.19% and a closing price of 14.86 CNY, up 3.34% [1] - Zhongneng Electric (300062) with a turnover rate of 52.40% and a closing price of 11.12 CNY, down 2.28% [1] - Xue Ren Group (002639) with a turnover rate of 50.85% and a closing price of 15.00 CNY, up 7.45% [1] Notable Stocks with High Turnover Rates - The following stocks also exhibited significant turnover rates: - C Daming (603376) at 49.12% turnover, closing at 46.12 CNY, down 9.50% [1] - Qing Shui Yuan (300437) at 46.35% turnover, closing at 17.59 CNY, up 19.99% [1] - Zhongzhi Technology (301361) at 46.11% turnover, closing at 40.68 CNY, up 4.33% [1] Additional High Turnover Stocks - Other stocks with notable turnover rates included: - C Delijia (603092) at 44.10% turnover, closing at 72.82 CNY, up 3.26% [1] - Haike New Source (301292) at 43.80% turnover, closing at 48.50 CNY, up 14.33% [1] - Bluefeng Biochemical (002513) at 42.39% turnover, closing at 8.86 CNY, up 0.34% [1]

Group 1 - The overall performance of the chemical new materials industry in the Beijing Stock Exchange is improving, with many companies reducing losses or turning profitable in the first three quarters of 2025. However, some companies are still affected by industry downturns, leading to a year-on-year decline in performance for Q1-Q3 2025 [2][10][18] - The average Return on Equity (ROE) for the chemical new materials industry in Q1-Q3 2025 is 4%, an increase of 1 percentage point compared to the same period in 2024. The overall gross profit margin is 17.7%, and the net profit margin is 5.2%, both showing improvement year-on-year [17][18] - The battery materials sector has shown remarkable performance, achieving a net profit attributable to shareholders of 525 million yuan, a year-on-year increase of 244%. The chemical products sector follows with a net profit of 716 million yuan, up 66% year-on-year [18][19] Group 2 - The chemical new materials industry on the Beijing Stock Exchange experienced a slight decline of 0.23% this week, while the battery materials sector performed well with a weekly increase of 11.45% [3][25][26] - Notable individual stock performances this week include: Andar Technology (+20.38%), Jinhua New Materials (+13.28%), and Deer Chemical (+11.13%) [30][32] - The price trends of various chemical products show fluctuations, with Brent crude oil priced at $66.43 per barrel, and MDI at 19,150 yuan per ton, reflecting a weekly increase of 2.41% [35][36]

Core Insights - Andar Technology (920809) experienced a significant increase of 16.36% in its stock price, with a trading volume turnover rate of 25.03% and a total transaction value of 849 million yuan [2] - Institutional investors showed strong interest, with a net purchase of 9.9142 million yuan from institutional specialized seats and a total net purchase of 26.3985 million yuan from the top five trading departments [2] Trading Data Summary - The stock's trading data indicates a high turnover rate, leading to its listing on the exchange's watchlist due to the 25.03% turnover rate [2] - The top five trading departments accounted for a total transaction value of 195 million yuan, with a buying transaction value of 111 million yuan and a selling transaction value of 84.4675 million yuan [2] - Specific trading details show that the fifth largest buyer was an institutional specialized seat, with a buying amount of 16.7721 million yuan and a selling amount of 6.8580 million yuan, resulting in a net purchase of 9.9142 million yuan [2]

Summary of Key Points Core Viewpoint - On November 7, the Beijing Stock Exchange (BSE) saw a total trading volume of 980 million shares and a trading value of 21.504 billion yuan, marking an increase of 129 million yuan compared to the previous trading day. A total of 68 stocks closed higher, while 209 stocks closed lower [1]. Trading Performance - The stock that experienced the highest increase was Zhongcheng Consulting, which surged by 170.08%, with a turnover rate of 86.25% and a trading value of 46.17065 million yuan. Other notable gainers included Hongxi Technology and Anda Technology, which rose by 18.52% and 16.36%, respectively [2]. - In terms of trading activity, 62 stocks had a trading value exceeding 100 million yuan, with the top three being Better Energy (9.14 billion yuan), Anda Technology (8.49 billion yuan), and Jinhua New Materials (6.84 billion yuan) [2]. - The overall trading dynamics showed that 23 stocks had a turnover rate exceeding 10%, with 6 stocks exceeding 20%. The majority of stocks had a turnover rate between 1% and 5% [2]. Stock Performance Details - The following table summarizes the closing prices, percentage changes, turnover rates, and trading values of notable stocks: | Code | Name | Closing Price (Yuan) | Change (%) | Turnover Rate (%) | Trading Value (Million Yuan) | |---------|---------------|----------------------|------------|--------------------|-------------------------------| | 920185 | Better Energy | 37.37 | 4.24 | 2.22 | 91423.21 | | 920809 | Anda Technology| 7.68 | 16.36 | 25.03 | 84891.69 | | 920015 | Jinhua New Materials| 66.69 | 9.45 | 33.33 | 68396.51 | | 920003 | Zhongcheng Consulting| 38.54 | 170.08 | 86.25 | 46170.65 | | 920640 | Fujida | 34.90 | -5.16 | 7.16 | 45768.20 | | 920770 | Ainengju | 21.68 | 4.63 | 23.16 | 42123.19 | | 920299 | Caneng Power | 23.80 | 0.68 | 35.44 | 37875.30 | | 920961 | Chuangyuan Xinke| 28.48 | 5.87 | 10.85 | 30798.31 | | 920037 | Guangxin Technology| 104.13 | -6.41 | 9.60 | 30292.61 | | 920402 | Silane Technology| 11.89 | 8.09 | 9.06 | 29687.62 | | 920252 | Tianhong Lithium Battery| 30.93 | 4.35 | 13.83 | 28943.00 | | 920116 | Xingtum Control| 72.86 | 5.81 | 9.91 | 28595.71 | | 920396 | Changfu Shares | 35.47 | -5.79 | 13.73 | 25442.93 | | 920223 | Rongyi Precision| 22.03 | -3.33 | 13.36 | 24639.13 | | 920748 | Luqiao Information| 57.00 | 0.62 | 6.59 | 23707.97 | | 920247 | Huami New Materials| 29.93 | 5.02 | 6.90 | 23556.90 | | 920808 | Shuguang Digital Creation| 89.50 | 0.34 | 1.33 | 23222.77 | | 920062 | Kerun Intelligent Control| 12.52 | -1.11 | 13.35 | 22771.44 | | 920971 | Tianma New Materials| 35.76 | -2.03 | 7.03 | 22103.46 | | 920725 | Huifeng Diamond| 35.40 | 3.36 | 14.66 | 21817.76 [2][3]

Group 1 - The core point of the article is that Andar Technology (stock code: 920809) experienced significant trading activity on November 7, 2025, with a turnover rate of 25.03% and a trading volume of 115 million shares, amounting to a transaction value of 849 million yuan [1]. Group 2 - The top buyer was Guojin Securities Co., Ltd. Shenzhen Branch, purchasing shares worth 27.25 million yuan [1]. - The top seller was Guoxin Securities Co., Ltd. Shenzhen Internet Branch, selling shares worth 27.74 million yuan [1].