Core Viewpoint - The article highlights significant advancements in the solid-state battery sector in China, focusing on two major collaborations that aim to enhance technology and production capabilities in this emerging field [1][2]. Group 1: Shandong Chuanglu's Solid-State Battery Project - Shandong Chuanglu has officially signed the second phase of its solid-state battery project in Jinan High-tech Zone, with a total planned investment exceeding 500 million yuan [1]. - The project will focus on core technology breakthroughs and large-scale production of solid-state batteries, enhancing the entire supply chain from material research to battery manufacturing [1]. - Shandong Chuanglu, established in 2020, specializes in the research and production of lithium batteries, including high-energy lithium-ion batteries and solid-state lithium batteries, with applications across various sectors such as automotive energy storage and consumer electronics [1]. Group 2: Ming Tai Aluminum and Penghui Energy Collaboration - Ming Tai Aluminum has signed a strategic cooperation framework agreement with Penghui Energy, focusing on solid-state and sodium-ion battery technologies [2]. - Under the agreement, Penghui Energy will prioritize the use of Ming Tai Aluminum's products in its solid-state battery projects, fostering a mechanism for information exchange and resource sharing [2]. - Penghui Energy plans to launch its solid-state battery products in 2024, with innovations in using oxide composite solid electrolytes, and aims to establish a pilot production line by 2025 and achieve mass production by 2026 [2]. Group 3: Ming Tai Aluminum's Market Position - Ming Tai Aluminum is the first private aluminum processing enterprise in China, accounting for 10% of the national production of aluminum plates, strips, and foils [3]. - The company has been optimizing its product structure to increase the proportion of high-value-added products for new energy materials and transportation [3]. - Ming Tai Aluminum has established supply relationships with major automotive manufacturers such as BYD, Tesla, and NIO, while also enhancing the application of recycled aluminum resources in the new energy battery sector [3].

5月25日， 明泰铝业（601677）发布公告称， 与鹏辉能源签订了战略合作框架协议。 双方将 在固态电池和钠离子电池等新型电池的研发工作、产品供货、技术开发、产能布局等方面建立多层次、全方位的战略合作伙伴关系， 同时开展铝回收业务的合作，发挥各自的营业功能和材料收集能力，推动再生铝合金在新能源电池领域的回收及应用。 协议显示，在相关合作中， 鹏辉能源将 优先选用 明泰铝业的产品进行固态电池或其他领域电池项目的配套开发。 二级市场上， 明泰铝业26日上涨，截至收盘报12.18元/股，总市值151.48亿元。 资料显示， 明泰铝业成立于1997年，是 国内首家民营铝加工企业， 主要开展铝板带箔、铝型材、再生资源综合应用业务，产品 广泛应用于 新能源、电子家电、5G 通讯、医药包装、食品包装、交通运输、特高压输电、轨道车体、新基建及军工等众多领域。 产能方面， 明泰铝业 现拥有年处理废铝产能100余万吨、12万吨铝灰渣综合利用产能，铝板带箔业务方面现有产能160余万吨。 据起点锂电了解，基于技术和上游资源优势， 明泰铝业早已涉足新能源电池领域。 在 铝塑膜领域， 明泰铝业在2012年便成功攻克铝塑膜箔生产技术难题 ...

Group 1 - Northern Long Dragon is planning to acquire the controlling stake of Henan Zhongsheng and raise matching funds, leading to a stock suspension [1] - The company specializes in the research, design, production, and sales of non-metal composite materials for military vehicle equipment [1] - Koyuan Pharmaceutical's major shareholder plans to reduce their stake by up to 3%, amounting to 324.87 million shares [2] Group 2 - Jiaste Technology's shareholder intends to reduce their stake by up to 3%, totaling 1,428.75 million shares [2] - Chengdi Xiangjiang's subsidiary has won a bid for a data center project with China Mobile, valued at 492 million yuan [3] - Zhongchao Holdings' actual controller sold 223 million shares during a period of stock price fluctuation, representing 0.16% of total shares [4] Group 3 - ST Yushun's stock will resume trading after confirming no significant changes in its operational environment [6] - Xing Shuai Er's shareholder plans to reduce their stake by up to 0.37%, equating to 130 million shares [7] - Weiguang Co. intends to reduce its stake by up to 1.32%, totaling 300 million shares [8] Group 4 - Zhongsheng Pharmaceutical's subsidiary has received ethical approval for two Phase III clinical trials for its innovative peptide drug RAY1225 [9][10] - Nongxin Technology's major shareholder plans to reduce their stake by up to 1.35%, amounting to 135 million shares [12] - Mintai Aluminum has signed a strategic cooperation agreement with Penghui Energy for collaboration in battery technology [14] Group 5 - Youyan Powder's controlling shareholder plans to reduce their stake by up to 1%, totaling 103 million shares [16] - Runjian Co. has been shortlisted for a procurement project with China Mobile, valued at 374 million yuan [17] - Bangyan Technology has terminated its plan to issue shares and raise funds for asset acquisition [18] Group 6 - Xianggang Technology's controlling shareholder intends to reduce their stake by up to 3%, equating to 648.42 million shares [19] - Zhongke Shuguang is undergoing a stock suspension due to a planned share swap merger with Haiguang Information [20]

【要闻报道】 英伟达拟再推"中国特供"芯片 据参考消息援引新加坡《联合早报》网站5月25日引述路透社消息报道，美国芯片巨头英伟达据报将为 中国市场推出一款基于Blackwell架构的人工智能（AI）芯片，售价将大幅低于先前的H20芯片，预计最 快于6月开始量产。 报道称，这款采用最新一代Blackwell架构的AI处理器，预计售价介于6500美元至8000美元之间，明显 低于H20的定价。较低的售价通常意味着芯片规格相对较弱，制造工艺也更为简化。 点评：这将是英伟达第三次为中国市场推出符合美国监管要求的降级版芯片。美国政府日前禁止英伟达 向中国销售基于Hopper架构的H20芯片。 特朗普威胁50%关税两天后改口：恢复与欧盟贸易谈判窗口期 美国总统特朗普在与欧盟委员会主席冯德莱恩通电话后表示，他将把欧盟面临50%关税的最后期限延长 至7月9日。 特朗普当地时间周日在返回华盛顿的途中对记者说："我们进行了一次非常愉快的通话，我同意将它撤 回。" 冯德莱恩稍早前在X上发文称，"欧洲已准备好迅速、果断地推进谈判"，但"达成一项好的协议需要时 间，直到7月9日"。那是特朗普暂停所谓对等关税90天的截止日。 点评：这次 ...

Key Points - The State Council has approved the "Manufacturing Green and Low-Carbon Development Action Plan (2025-2027)", emphasizing the need for green technology innovation and the deep transformation of traditional industries [4] - 26 new floating rate funds have been registered by the CSRC, with fee structures set at 1.2%, 1.5%, and 0.6%, along with performance assessment indicators [4] - The People's Bank of China and the State Administration of Foreign Exchange have issued a draft notice to improve cross-border financing for domestic companies going public overseas [4] - The National Cyber Administration of China has taken action against accounts spreading false information in the capital market and illegal stock recommendations [5] - The State Administration for Market Regulation has drafted a compliance guideline for charging behaviors on online trading platforms [5] - The Financial Regulatory Bureau has released a draft for public consultation on the information disclosure management of asset management products [5] - Huawei's open-source HarmonyOS has reached over 130 million lines of code and has been adopted in over 1,100 products across various industries [6] - Nvidia is reportedly launching a new AI chip for the Chinese market, significantly cheaper than its previous H20 chip, expected to start production in June [9] - Haiguang Information and Zhongke Shuguang are planning a merger through a share exchange, with their stocks suspended from trading [9] - Several banks, including Bank of China and Postal Savings Bank, have received approval for A-share stock issuance to specific investors, raising significant capital [10] - Northern Long Dragon is planning to issue shares and raise funds for asset acquisition, with its stock suspended from trading [11] - Runjian Co. has won a 374 million yuan project from China Mobile [12] - A lawsuit has been filed against CATL by Hanchuan Intelligent, involving approximately 60.88 million yuan [16] - Yunnan Copper is planning a restructuring through a share issuance to acquire a 40% stake in Liangshan Mining [17]

Group 1 - Wangzi New Materials emphasizes that its involvement in controlled nuclear fusion is minimal, with its subsidiary only providing capacitor products for a specific component of the magnetic power supply project, which has a low revenue impact on the company's overall performance [1] - Zhongzhou Special Materials clarifies that its high-temperature corrosion-resistant alloy products have not been applied in the controlled nuclear fusion field, urging investors to differentiate between market speculation and actual business developments [3] Group 2 - Mingtai Aluminum has signed a strategic cooperation framework agreement with Penghui Energy to collaborate on the research and development of solid-state and sodium-ion batteries, as well as aluminum recycling, although the specifics of the partnership are yet to be determined [2]

Core Viewpoint - The strategic cooperation between Ming Tai Aluminum and Penghui Energy focuses on the development and application of solid-state batteries and sodium-ion batteries, aiming to enhance the recycling and application of recycled aluminum alloys in the new energy battery sector [1][2]. Group 1: Strategic Cooperation - Ming Tai Aluminum and Penghui Energy have signed a strategic cooperation framework agreement to collaborate on research and development, product supply, technology development, and capacity layout in the field of solid-state and sodium-ion batteries [1][2]. - Penghui Energy will prioritize using Ming Tai Aluminum's products for the development of solid-state batteries and other battery projects [2]. Group 2: Company Overview - Ming Tai Aluminum is the first private aluminum processing enterprise in China, specializing in aluminum plates, strips, foils, and comprehensive applications of recycled resources, with a 10% share of the domestic aluminum plate and strip production [3]. - The company has been optimizing its product structure, increasing the proportion of high-value-added products such as aluminum for new energy, new materials, transportation, and automotive lightweighting [3]. Group 3: Product Development and Market Position - Ming Tai Aluminum's products are well-positioned in the solid-state battery sector, with aluminum-plastic film being a key packaging material that affects battery safety and lifespan [4]. - The company has developed a complete product matrix for power batteries, including various aluminum components essential for battery construction [4]. Group 4: Recycling and Sustainability - Ming Tai Aluminum entered the recycled aluminum application field in 2017, currently holding over 1 million tons of recycled aluminum application capacity, with multiple products certified for carbon footprint by SGS [4]. - The company has established an international procurement department for recycled aluminum to expand its sourcing channels following the relaxation of import restrictions on deformed waste aluminum by Chinese customs [4]. Group 5: Financial Performance - In Q1 of this year, Ming Tai Aluminum achieved revenue of 8.1 billion yuan, a 13% year-on-year increase, and a net profit of 440 million yuan, up 21% year-on-year, with record production and sales volumes [5].

证券代码：601677 证券简称：明泰铝业 公告编号：临 2025-025 关于签订战略合作框架协议的公告 河南明泰铝业股份有限公司 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个别及连带责任。 重要内容提示： 本次签订的《战略合作框架协议》（以下简称"框架协议"）为双方合 作的框架性协议，后续合作与项目推进等具体事项尚需双方进一步协商确定，具 体合作内容以签订的具体协议为准。 本框架协议的签署不涉及具体交易金额，对公司经营业绩的影响存在不 确定性，需视双方合作实施情况而定。 公司将按照法律法规和《公司章程》的相关规定，对合作后续事项的落 地实施履行相应的审批程序和信息披露义务，敬请广大投资者注意投资风险。 一、框架协议签订的基本情况 （一）协议签署情况 河南明泰铝业股份有限公司（以下简称"公司"或"甲方"）与广州鹏辉能 源科技股份有限公司（以下简称"鹏辉能源"或"乙方"）签署了《战略合作框 架协议》。双方经友好协商，决定在固态电池和钠离子电池等新型电池的研发工 作、产品供货、技术开发、产能布局等方面建立多层次、全方位的战略合作伙伴 ...

Core Viewpoint - Ming Tai Aluminum Industry has signed a strategic cooperation framework agreement with Penghui Energy to collaborate on the research and development of new battery technologies, including solid-state and sodium-ion batteries, as well as aluminum recycling business [1] Group 1: Strategic Cooperation - The agreement establishes a partnership for R&D, product supply, technology development, and capacity layout in the field of new battery technologies [1] - The cooperation also includes collaboration on aluminum recycling business [1] - The framework agreement indicates that further details of the cooperation will need to be negotiated [1] Group 2: Impact on Business Performance - The impact of this agreement on the company's operating performance remains uncertain [1]

Group 1: Company Performance and Growth Drivers - Luoyang Molybdenum's Secretary Xu Hui highlighted the company's focus on geological exploration and resource upgrades, with a copper production guidance of 600,000 to 660,000 tons for 2025 [1] - Hanwei Technology's subsidiary Nengsida is expanding its production capacity for flexible sensors, with a new production line expected to be operational in the second half of the year [2] - Multiple Fluoride's Secretary Peng Chao noted that the price of lithium hexafluorophosphate is stabilizing, which is expected to enhance the company's performance [2] Group 2: Market Value Management Strategies - Zhongyuan Environmental emphasized the importance of market value management, focusing on compliance and innovation to enhance investor returns [4] - Ming Tai Aluminum's Secretary Lei Peng discussed the company's commitment to high-end manufacturing and low-carbon economy, aiming to improve its market value through various initiatives [4] - AVIC Optoelectronics has implemented several market value management measures, including a planned cash dividend of 1.695 billion yuan for 2024, representing a 50.52% payout ratio [5]