据起点锂电持续关注，继 天赐材料（电解液）、 江苏瑞德丰（结构件）、 龙蟠科技（磷酸铁锂）、 华创新材（锂电铜箔）、 友山科技（磷 酸铁锂）等企业之后，楚能新能源再次签订采购合作。 从楚能新能源官方平台获悉，7月22日， 楚能与锂电铜箔龙头诺德股份 在其全球总部签订战略合作协议，供应链体系进一步稳固。 在起点锂电看来，本次合作有两个重点， 一是采购量大，且依旧是五年长单。 根据协议， 楚能将在未来五年向诺德股份采购16万吨铜箔材 料。 另一个与以往不同的是，在技术层面，楚能开始发力固态电池。 据悉，双方 将合作高性能铜箔产品技术，并推进新型集流体在固态电池上的 协同创新，加快高性能铜箔产品的开发与应用。 资料显示， 诺德股份是国内铜箔龙头企业，市占率位于行业前三。 核心产品为锂电铜箔（3-8微米极薄系列）及高端电子电路铜箔，应用于 新能源汽车动力电池、消费电子锂电池、5G通信设备PCB基板等领域。锂电领域，其客户已覆盖 宁德时代、比亚迪、LG新能源等全球头部 电池厂商。 在固态电池端，今年 诺德股份 已经推出了双面镀镍铜箔，已适配半固态/固态电池技术。据诺德股份公开表示，公司目前自主研发的材料已 小批量送样到 ...

诺德股份（600110）7月22日晚公告，公司全资孙公司深圳百嘉达新能源材料有限公司(简称"百嘉达") 与楚能新能源股份有限公司全资子公司武汉楚能新能源有限公司、孝感楚能新能源创新科技有限公司、 宜昌楚能新能源创新科技有限公司(统称"楚能新能源")签订了合作协议，双方将在产品供销、产品研发 等方面进行合作，其中合同约定双方将在产品供销、委托加工等方面进行长期稳定合作。 2025年至2030年，楚能新能源预计累计向百嘉达采购铜箔16万吨，具体订购数量将根据市场需求和项目 进展确定，双方将定期协商调整。 综上所述，公司2025年半年度整体盈利能力同比去年同期有所好转，但公司仍然处于亏损状态。 诺德股份表示，本次合作双方具备良好的履约能力，但项目的进展尚存在不确定性，具体合作项目可能 根据后期实施情况进行协商调整，本合作协议的签署有助于增强公司核心竞争力，提高公司市场影响 力。本协议的顺利履行将对公司2025年经营业绩产生积极影响。 诺德股份主营业务为锂离子电池用电解铜箔的研发、生产和销售，产品主要应用于锂电池生产制造。公 司2024年度实现营业收入52.77亿元，同比增长15.44%；实现净利润-3.52亿元；2 ...

证券代码：600110 证券简称：诺德股份 公告编号：临 2025-053 诺德新材料股份有限公司 关于全资孙公司与楚能新能源股份有限公司子公司 签订合作协议的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 重要内容提示： 本协议自双方签章之日起生效，为双方合作意向和原则的框架性陈述， 具体合作事项将在双方充分协商后开展。在本协议执行过程中，存在法律、法规、 政策、履约能力、技术、市场等方面不确定性或风险，同时还可能面临外部宏观 环境发生重大变化、突发意外事件，以及其他不可抗力因素影响所带来的风险等。 本协议为公司日常经营协议，本协议的顺利履行将对公司 2025 年经营业 绩产生积极的影响。 本合作协议的签署不属于《上海证券交易所股票上市规则》规定的关联 交易，亦不属于《上市公司重大资产重组管理办法》规定的重大资产重组，无需 提交公司董事会及股东会审议。 一、合同签署情况 近日，诺德新材料股份有限公司（以下简称"公司"）全资孙公司深圳百嘉 达新能源材料有限公司（以下简称"百嘉达"）与楚能新能源股份有限公司全资 子公司武汉 ...

证券代码：600110 证券简称：诺德股份 公告编号：临 2025-052 | 持股数量 | 150,000,000 股 | | --- | --- | | 持股比例 | 8.64% | | 剩余被冻结/标记股份数量 | 0 | | 剩余被冻结/标记股份数量占其所持股份比例 | 0 | | 剩余被冻结/标记股份数量占公司总股本比例 | 0 | 诺德新材料股份有限公司 关于公司控股股东一致行动人股份解除冻结 的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 重要内容提示： 截至本公告披露日，诺德新材料股份有限公司（以下简称"公司"）控 股股东的一致行动人深圳市诺德材料科技有限公司持有公司无限售流通股 150,000,000 股，占公司总股本比例为 8.64%。 本次解除司法标记及司法冻结股份共 150,000,000 股，占深圳市诺德材 料科技有限公司持有公司的股份比例为 100%，占公司总股本比例 8.64%。截至本 公告披露日，深圳市诺德材料科技有限公司所持公司股份已全部解除司法标记及 司法冻结。 公司于 2025 年 ...

证券代码：600110 证券简称：诺德股份 公告编号：临 2025-051 诺德新材料股份有限公司 关于 2025 年股票期权激励计划 首次授予登记完成的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 重要内容提示： 根据中国证监会《上市公司股权激励管理办法》、上海证券交易所、中国证 券登记结算有限责任公司上海分公司有关规则的规定，诺德新材料股份有限公司 （以下简称"公司"或"本公司"）于 2025 年 7 月 14 日完成了《诺德新材料股 份有限公司 2025 年股票期权激励计划》（以下简称"激励计划"）股票期权首 次授予登记工作，有关具体情况公告如下： 一、本激励计划已履行的决策程序和信息披露情况 1、2025 年 5 月 13 日，公司召开第十届董事会第四十一次会议，会议审议 通过《关于公司<2025 年股票期权激励计划（草案）>及其摘要的议案》《关于 公司<2025 年股票期权激励计划实施考核管理办法>的议案》以及《关于提请股 东会授权董事会办理股权激励相关事宜的议案》，于 2025 年 5 月 15 日披露了《 ...

Core Viewpoint - The company expects to report a net loss of approximately 70 million yuan for the first half of 2025, which represents a year-on-year reduction in loss of about 56% compared to the same period last year [1] Financial Performance - The company reported a revenue of 5.277 billion yuan for 2024, a year-on-year increase of 15.44%, with a net loss of 352 million yuan [2] - In the first quarter of 2025, the company achieved a revenue of 1.409 billion yuan and a net loss of 38 million yuan [2] - The expected net loss for the first half of 2025 is approximately 82 million yuan when excluding non-recurring items [1] Market Conditions - The demand for power batteries is slowing due to domestic macroeconomic impacts and overseas trade conflicts, leading to a supply surplus in the lithium battery copper foil market [1] - The price of copper, a key raw material for copper foil production, has been on an upward trend in the first half of 2025, increasing production costs for the company [1] Product Development - The company focuses on developing high-value-added products such as ultra-thin lithium battery copper foil and high-temperature resistant copper foil, which have high technical barriers [3] - The company has successfully achieved stable mass production of 3-micron lithium battery copper foil and is gradually increasing the output of high-value-added products [3] Stock Performance - The company's stock price experienced a significant increase due to its classification as a "solid-state battery" concept, with a cumulative price increase of 100% over nine trading days [4] - The revenue from the copper foil business applied in the solid-state battery field accounts for less than 1% of total revenue, indicating limited contribution to overall performance [4]

[Current Period Performance Forecast](index=1&type=section&id=Current%20Period%20Performance%20Forecast) The company forecasts a net loss for the first half of 2025, significantly reduced from the prior year, with an estimated net loss attributable to shareholders of approximately CNY 70 million 2025 Semi-Annual Performance Forecast | Indicator | Estimated Amount (CNY million) | Year-on-Year Change | | :--- | :--- | :--- | | Net Profit Attributable to Shareholders | Approximately -70.00 | Loss narrowed by approximately 56.00% | | Net Profit Attributable to Shareholders After Non-Recurring Items | Approximately -82.00 | - | - This performance forecast is a preliminary estimate by the company's financial department and has not been audited by a certified public accountant[4](index=4&type=chunk) [Operating Performance and Financial Status in the Same Period Last Year](index=1&type=section&id=Operating%20Performance%20and%20Financial%20Status%20in%20the%20Same%20Period%20Last%20Year) The company presents its 2024 first-half financial data as a comparative baseline, reporting significant net losses attributable to shareholders and after non-recurring items 2024 Semi-Annual Performance Review | Indicator (2024 Semi-Annual) | Amount (CNY million) | | :--- | :--- | | Total Profit | -167.75 | | Net Profit Attributable to Shareholders | -159.09 | | Net Profit Attributable to Shareholders After Non-Recurring Gains and Losses | -195.08 | | Earnings Per Share | -0.0911 CNY | [Main Reasons for Current Period's Estimated Loss](index=2&type=section&id=Main%20Reasons%20for%20Current%20Period%27s%20Estimated%20Loss) The loss primarily stems from compressed profit margins in main business operations due to market oversupply and rising raw material costs, partially offset by non-recurring gains such as government subsidies [Impact of Main Business Operations](index=2&type=section&id=Impact%20of%20Main%20Business%20Operations) Market oversupply in lithium-ion battery copper foil due to slowing demand and unreleased energy storage demand, coupled with rising raw material costs, compressed profit margins, despite some improvement from high-value-added products - Affected by macroeconomic conditions and trade barriers, the slowdown in power battery demand has led to an oversupply in the lithium-ion copper foil market, intensifying competition and keeping copper foil processing fees low, thereby compressing the company's profit margins[8](index=8&type=chunk) - In the first half of 2025, the price of primary raw material copper generally trended upwards, leading to increased production costs for the company[8](index=8&type=chunk) - While orders for high-value-added products (e.g., 4-5um copper foil) increased, their contribution to overall profitability improvement was limited due to being in the market introduction phase with insignificant incremental volume, though this factor contributed to the year-on-year narrowing of the company's loss[8](index=8&type=chunk) [Impact of Non-Recurring Gains and Losses](index=2&type=section&id=Impact%20of%20Non-Recurring%20Gains%20and%20Losses) During the reporting period, the company received approximately **CNY 12 million** in non-recurring gains, primarily from government subsidies, which positively impacted current period profit - Non-recurring gains and losses, including government subsidies recognized in current period profit, amounted to approximately **CNY 12 million**[9](index=9&type=chunk) [Risk Warning](index=2&type=section&id=Risk%20Warning) The company emphasizes that this performance forecast is a preliminary, unaudited estimate by the financial department, subject to potential differences from the final semi-annual report, with no major uncertainties affecting its accuracy - This performance forecast is a preliminary estimate, unaudited by certified public accountants, and the final data will be subject to the official semi-annual report[10](index=10&type=chunk)[11](index=11&type=chunk) [Other Explanatory Matters](index=2&type=section&id=Other%20Explanatory%20Matters) The company advises investors to rely on the officially disclosed 2025 semi-annual report for financial data and to exercise caution in investment decisions, being mindful of investment risks - The company urges investors to make cautious decisions and be aware of investment risks[11](index=11&type=chunk)

Core Viewpoint - Nord Co., Ltd. (600110) announced an expected net profit attributable to shareholders of approximately -70 million yuan for the first half of 2025, representing a year-on-year narrowing of about 56% [1] Financial Performance - The expected net profit attributable to shareholders for the first half of 2025 is projected to be around -70 million yuan [1] - The expected net profit after deducting non-recurring gains and losses for the first half of 2025 is projected to be approximately -82 million yuan [1]

Core Viewpoint - The solid-state battery industry is experiencing accelerated industrialization driven by technological breakthroughs and increased investments from upstream and downstream companies, with significant growth potential anticipated in the coming years [1][2][3]. Industrialization Process Acceleration - The Wind solid-state battery concept index has risen by 10.36% since June 20, indicating strong market interest [1]. - Notable stock performances include Silicon Treasure Technology, which surged by 18.29%, reaching a new high of 24.67 CNY per share [1]. - Major battery manufacturers are advancing their solid-state battery projects, with CATL launching a 5GWh production line and Guoxuan High-Tech introducing its first-generation solid-state battery [1][2]. Policy and Industry Support - The Ministry of Industry and Information Technology has prioritized solid-state batteries in its 2025 standards work, aiming to establish a comprehensive standard system [2]. - Analysts predict that with increasing policy and industry support, the speed of solid-state battery mass production may exceed expectations [2]. Investment Opportunities in Material Sector - High-performance materials are expected to lead the industrialization of solid-state batteries, with a focus on reducing production costs [4]. - Analysts suggest seven key areas for investment, including lithium iron phosphate, structural components, anode materials, electrolytes, copper foil, ternary materials, and separators [4][5]. Market Growth Projections - The solid-state battery market is projected to reach 1GWh by 2027 and exceed 100GWh by 2030, indicating substantial growth potential [3]. - The industry is expected to benefit from new applications, particularly in humanoid robotics and other emerging sectors [3].

Core Viewpoint - The Tesla concept sector experienced a slight decline of 0.15% with a significant capital outflow of approximately 2.92 billion [1] Group 1: Stock Performance - A total of 84 stocks within the sector saw an increase, while 113 stocks experienced a decline [1] - The top-performing stocks included: - Gongzhi Tui (11.54%) - Kelu Electronics (10.02%) - Haosen Intelligent (7.49%) - Zhongke Sanhuan (5.22%) - Hezhuan Intelligent (5.02%) - Jinli Yongci (4.48%) - China Automotive Research (4.1%) - Jinjing Technology (3.23%) - Southern Precision (3.09%) - Nanbo A (2.49%) - *ST Weier (2.38%) - Nord Shares (2.03%) - Spring and Autumn Electronics (2.02%) - Baolong Technology (1.92%) - Hengdian East Magnet (1.74%) - Galaxy Magnet (1.71%) - Paislin (1.63%) - Shida Shenghua (1.61%) - Bowei Alloy (1.4%) - Delian Group (1.38%) [1] Group 2: Declining Stocks - The stocks with the largest declines included: - Rongtai Co. (-7.53%) - Yamaton (-5.0%) - Shenghong Technology (-4.96%) - Quanfeng Automotive (-4.64%) - Shuanglin Co. (-3.99%) - Xingyuan Zhuomei (-3.36%) - Jintuo Co. (-3.08%) - Keda Li (-3.01%) - Hailian Jinhui (-2.98%) - Huafeng Superfiber (-2.86%) - Chaojie Co. (-2.74%) - Jifeng Co. (-2.66%) - Ningbo Huaxiang (-2.64%) - Changsheng Bearing (-2.54%) - Saiwu Technology (-2.34%) - Fabon Information (-2.25%) - Chaoda Equipment (-2.07%) - Lingyun Co. (-2.06%) - Sikan Technology (-1.94%) - Changhua Group (-1.86%) [1]