Core Viewpoint - The article highlights the strategic partnerships formed by Chuangneng New Energy, particularly with Nord Holdings and Yunda Zhichu Technology, to enhance its supply chain and technological capabilities in the lithium battery and energy storage sectors [3][4]. Group 1: Strategic Partnerships - Chuangneng New Energy signed a five-year strategic cooperation agreement with Nord Holdings to procure 160,000 tons of copper foil materials, strengthening its supply chain [3]. - The collaboration with Nord also focuses on high-performance copper foil technology for solid-state batteries, indicating a shift towards advanced battery technologies [3][4]. - Additionally, Chuangneng partnered with Yunda Zhichu Technology to develop technology and create value in the energy storage sector, further solidifying its market position [4]. Group 2: Industry Context and Developments - Solid-state batteries are identified as a critical technology area, with expectations that the partnership with Nord will accelerate the development and application of these batteries [4]. - Yunda Zhichu Technology, established in April 2024, is backed by Yunda Holdings, a state-owned company with significant experience in renewable energy, indicating a strong foundation for the partnership [4][5]. - Yunda's energy storage business encompasses various aspects, including investment, design, manufacturing, and operation, providing comprehensive solutions in the energy storage market [4]. Group 3: Product Innovations - Chuangneng's fourth-generation energy storage battery, with a capacity of 472Ah and an energy density of 195Wh/kg, has commenced mass production, aiming for full capacity by the end of July [7].

Group 1 - The core viewpoint of the news is that Nord Co., Ltd. has signed a cooperation agreement with Chuangneng New Energy, focusing on long-term collaboration in product supply and research, particularly in copper foil for the lithium battery industry [1][2] - The agreement stipulates that from 2025 to 2030, Chuangneng New Energy is expected to purchase a total of 160,000 tons of copper foil from Baijiada, with specific quantities to be determined based on market demand and project progress [1] - The collaboration aims to enhance the strategic partnership between the two companies, promoting the development of the new energy battery industry through diversified cooperation methods [1][2] Group 2 - Nord Co., Ltd. reported a revenue of 5.277 billion yuan in 2024, a year-on-year increase of 15.44%, but incurred a net loss of 352 million yuan [2] - For the first quarter of 2025, the company achieved a revenue of 1.409 billion yuan, with a net loss of 38 million yuan [2] - The company expects a net loss of approximately 70 million yuan for the first half of 2025, which represents a 56% reduction in loss compared to the same period last year [2][3] Group 3 - The primary reasons for the expected losses include a slowdown in demand for power batteries due to macroeconomic factors and trade barriers, leading to an oversupply in the copper foil market [3] - Despite an increase in orders for high-value-added products, the overall profit margin remains compressed due to rising raw material costs and market competition [3][4] - The company's overall profitability is expected to improve compared to the previous year, but it will still remain in a loss position [4]

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]