近期，赣锋锂业（002460）、先导智能（300450）、天赐材料（002709）、天际股份（002759）等锂电 企业相继公布2025年业绩预告，预计净利润同比实现正增长或扭亏为盈，行业整体景气度显著回升。 赣锋锂业：主营业务仍亏损 受益于新能源汽车、储能与消费电子等下游市场的强劲需求，锂电产业链企业2025年业绩预告大增。 1月28日，赣锋锂业发布业绩预告称，预计2025年实现归母净利润11亿元至16.5亿元，上年同期亏损 20.74亿元，同比扭亏为盈。预计扣非净利润为亏损3亿元至6亿元，同比减亏。 关于业绩变动原因，该公司表示，报告期内，公司持有的Pilbara Minerals Limited(PLS)股票价格上涨， 产生了公允价值变动收益，在领式期权相关的既定风险管理策略对冲后，整体公允价值变动收益约10.3 亿元。此外，公司通过转让控股子公司深圳易储数智能源集团有限公司部分股权并成功引入战略投资 人，确认了相应的投资收益。 值得注意的是，从近两年的业绩变动看，赣锋锂业的业绩和它持有的PLS股票关系非常大，并非主营业 务有所改善。该公司持有PLS约5.37%的股份，并享有包销权，这一投资不仅保障了锂 ...

Key Highlights - Tianqi Co., Ltd. participated in financing for Galaxy General Robotics, acquiring up to 0.38% equity [1] - Hualan Vaccine has no vaccine products available for the prevention of Nipah virus [1] - Aisen Co., Ltd. plans to invest 2 billion yuan to build an integrated circuit materials manufacturing base in East China [1] - Beixin Road and Bridge won a contract for a project worth 1.221 billion yuan [1] - Yongding Co., Ltd. expects a net profit increase of 225.66% to 388.48% in 2025 [1] - Puxin Co., Ltd. intends to acquire a 5% stake in Liyuan Fluororesin for 240 million yuan [1] - Huatai Medical has repurchased 0.7202% of its shares [1] - Dayi Long plans to reduce its stake by no more than 3% [1] - Dongcai Technology's actual controller and vice chairman, Xiong Haitao, has been detained [1] - Yichang Technology's actual controller, Xiong Haitao, is under investigation and has been detained [1] Project Investments - Nord Co., Ltd. plans to invest 168 million yuan to upgrade production line equipment for Qinghai Electronics [1] - Aisen Co., Ltd. is set to invest 2 billion yuan in a manufacturing base for integrated circuit materials [1] Contract Awards - Jintanglang Co., Ltd. won a contract for the interior decoration and weak current intelligent engineering of a new hotel project [1] - Beixin Road and Bridge secured a contract worth 1.221 billion yuan [1] - Huakang Clean won a project worth 54.88 million yuan [1] Earnings Forecasts - New Meixing Co., Ltd. expects a net profit growth of 160.76% to 204.96% in 2025 [1] - Hongxin Electronics anticipates a net profit of 110 million to 150 million yuan in 2025, a year-on-year increase of 93.61% to 164.01% [1] - Yongding Co., Ltd. forecasts a net profit increase of 225.66% to 388.48% in 2025 [1] - Zhenlei Technology expects a net profit increase of 529.64% to 642.26% in 2025 [1] - Ningbo Fubang anticipates a net profit growth of 3099.59% to 4379.43% in 2025 [1] Share Acquisitions - Puxin Co., Ltd. plans to acquire a 5% stake in Liyuan Fluororesin for 240 million yuan [1] - Yingxin Development intends to acquire 60% equity in Changxing Semiconductor [1] Share Buybacks - Jingji Zhino has repurchased 5.438 million shares [2] - Huatai Medical has repurchased 0.7202% of its shares [2] Share Reductions - Baida Precision plans to reduce its stake by no more than 2% [2] - Dayi Long intends to reduce its stake by no more than 3% [2] - Zhishang Technology's Liu Dongsheng and Liu Dongli plan to reduce their stakes by no more than 3% [2] - Shichuang Securities' City Power plans to reduce its holdings by no more than 27.245 million A-shares [2] - Pianzaihuang's Jiulongjiang Group plans to increase its holdings by 300 million to 500 million yuan [2] Other News - Dongcai Technology's actual controller and vice chairman, Xiong Haitao, has been detained [2] - Jingpin Special Equipment has been banned from participating in procurement activities for military supplies for three years [2] - Yichang Technology's actual controller, Xiong Haitao, is under investigation and has been detained [2]

重要内容提示： ● 交易简要内容 上海璞泰来新能源科技集团股份有限公司（以下简称"公司"）拟以现金方式收购宁波梅山保税港区昭如 企业管理合伙企业(有限合伙)（以下简称"宁波昭如"）持有的乳源东阳光氟树脂有限公司（以下简称"乳 源氟树脂"、"标的公司"）5%股权，交易对价为人民币24,000.00万元。本次交易完成后，公司持有乳源 氟树脂的股权比例将由55%上升至60%。 ● 本次交易构成关联交易、不构成重大资产重组 宁波昭如的执行事务合伙人为公司副总经理刘勇标先生，有限合伙人包含公司董事、总经理陈卫先生， 本次交易构成关联交易，但不构成《上市公司重大资产重组管理办法》规定的重大资产重组。 ● 交易实施尚需履行的审批及其他相关程序 证券代码：603659 证券简称：璞泰来 公告编号：2026-004 上海璞泰来新能源科技集团股份有限公司关于收购控股子公司少数股权暨关联交易的公告 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。 本次交易已经公司独立董事专门会议审核，并经公司第四届董事会第十二次会议审议通过，关联董事陈 卫先生已回避 ...

（记者 王晓波） 每经AI快讯，璞泰来1月27日晚间发布公告称，公司控股子公司乳源氟树脂所处行业发展迅速，下游市 场客户对其PVDF 产品的需求增量明显，基于标的公司持续向好的发展态势，为进一步提高对其持股比 例，增强公司整体盈利规模与经营管理效率，同时充分肯定标的公司核心管理与技术团队既往的经营贡 献，公司拟以现金方式收购宁波昭如持有的乳源东阳光氟树脂有限公司（简称"乳源氟树脂"）5%股 权，交易对价人民币2.4亿元。本次交易完成后，公司持有乳源氟树脂的股权比例将由55%上升至60%。 每经头条（nbdtoutiao）——从极寒测试到万套装车！半固态电池今年有望搭载多款新车：各大厂商摩 拳擦掌，动力电池技术迎来迭代年 ...

上海璞泰来新能源科技集团股份有限公司 2026 年第一次独立董事专门会议决议 上海璞泰来新能源科技集团股份有限公司（以下简称"公司"）2026 年第一 次独立董事专门会议于 2026 年 1 月 27 日以现场和通讯相结合的方式召开。本次 会议应出席独立董事 2 人，实际出席独立董事 2 人，经独立董事推举本次会议由 庞金伟先生主持。本次会议的召开和表决程序符合《中华人民共和国公司法》、 《上市公司独立董事管理办法》、《公司章程》和《独立董事工作制度》等规定。 经独立董事审议，会议形成如下决议： 一、 审议通过了《关于收购控股子公司少数股权暨关联交易的议案》 表决结果：2 票同意、0 票弃权、0 票反对。 （以下无正文） （本页无正文，为《上海璞泰来新能源科技集团股份有限公司 年第 次独 立董事专门会议决议》签字页） 庞金伟 黄 勇 (签名） （签名） 独立董事认真审阅相关资料，基于独立、客观判断的原则，认为本次交易完 成后，公司持有乳源氟树脂的股权比例将由 55%上升至 60%，持股比例的增加有利 于公司进一步分享标的公司发展成果，提高归属于上市公司股东的净利润规模。 公司本次交易的定价充分考虑了标的公司的 ...

证券代码：603659 证券简称：璞泰来 公告编号：2026-004 上海璞泰来新能源科技集团股份有限公司 关于收购控股子公司少数股权暨关联交易的公告 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。 交易简要内容 上海璞泰来新能源科技集团股份有限公司（以下简称"公司"）拟以现金方 式收购宁波梅山保税港区昭如企业管理合伙企业(有限合伙)（以下简称"宁波昭 如"）持有的乳源东阳光氟树脂有限公司（以下简称"乳源氟树脂"、"标的公 司"）5%股权，交易对价为人民币 24,000.00 万元。本次交易完成后，公司持有 乳源氟树脂的股权比例将由 55%上升至 60%。 本次交易已经公司独立董事专门会议审核，并经公司第四届董事会第十二次 会议审议通过，关联董事陈卫先生已回避表决。该事项在公司董事会审议权限范 围内，无需提交股东会审议。 过去 12 个月与同一关联人进行的交易以及与不同关联人进行的交易类 别相关的交易的累计次数及其金额 过去 12 个月与宁波昭如未发生交易，与不同关联人发生的同类别交易金额 为 0 万元。 重要内容提示： 本次 ...

Core Viewpoint - The company Puxin (603659.SH) plans to acquire a 5% stake in Liyuan Dongyangguang Fluororesin Co., Ltd. from Ningbo Zhaoru for a cash consideration of RMB 240 million, increasing its ownership from 55% to 60% [1] Group 1: Acquisition Details - The transaction price for the 5% stake in Liyuan Dongyangguang is RMB 240 million [1] - Following the acquisition, the company's stake in Liyuan Dongyangguang will rise from 55% to 60% [1] Group 2: Company Performance - Since Ningbo Zhaoru's investment, Liyuan Dongyangguang has actively seized market opportunities in the competitive lithium battery-grade PVDF sector [1] - The company has achieved a steady increase in market share for PVDF products, maintaining a leading position in recent years [1] - For the fiscal year 2025, Liyuan Dongyangguang reported an unaudited revenue of RMB 1.509 billion and a net profit of RMB 481 million, indicating rapid growth in operational performance [1] Group 3: Production Capacity and Future Outlook - Liyuan Dongyangguang currently has a production capacity of 25,000 tons of PVDF and is expanding by an additional 10,000 tons, expected to be operational by 2026 [1] - The company is positioned for continued positive development, supported by reliable product quality and scale advantages [1]

璞泰来公告，拟以现金方式收购宁波昭如企业管理合伙企业(有限合伙)持有的乳源东阳光氟树脂有限公 司5%股权，交易对价为人民币2.4亿元。本次交易完成后，公司持有乳源氟树脂的股权比例将由55%上 升至60%。 ...

Core Viewpoint - The company Puxin (603659.SH) plans to acquire an additional 5% stake in Liyuan Dongyangguang Fluororesin Co., Ltd. for a cash consideration of RMB 240 million, increasing its ownership from 55% to 60% [1] Group 1: Acquisition Details - The transaction involves acquiring the stake from Ningbo Zhaoru Enterprise Management Partnership (Limited Partnership) [1] - The total consideration for the acquisition is RMB 240 million [1] Group 2: Company Performance - Since Ningbo Zhaoru's investment, the management team of the target company has actively seized market opportunities in the competitive lithium battery-grade PVDF sector [1] - The target company has achieved a steady increase in market share for PVDF products, maintaining a leading position in recent years [1] Group 3: Financial Performance - For the fiscal year 2025, the target company reported an unaudited revenue of RMB 1.509 billion and a net profit of RMB 481 million, indicating rapid growth in operational performance [1] - The target company currently has a production capacity of 25,000 tons of PVDF and is expanding by an additional 10,000 tons, expected to be operational by 2026 [1]

Investment Rating - The report does not provide specific investment ratings for the industry sectors mentioned [2]. Core Insights - The overall industry strategy focuses on the simultaneous rise in energy storage volume and price, with ongoing themes in space and AI [3]. - The new energy vehicle supply chain is entering an upward cycle, benefiting companies like CATL and EVE Energy due to the electrification upgrade and optimization of energy storage patterns [3]. - By the end of December 2025, China's electric vehicle charging infrastructure is expected to reach 20.092 million units, a year-on-year increase of 49.7% [3]. - Global energy storage battery shipments are projected to reach 640 GWh in 2025, a year-on-year increase of 82.9%, with CATL maintaining a leading position [3][25]. - The solid-state battery sector is entering a critical phase of engineering and industrialization, with companies like Xiamen Tungsten and Peking University Technology benefiting [4]. Summary by Sections Energy Storage and New Energy - The energy storage trend continues to improve, with companies like Sungrow Power and Huaneng Power benefiting from a significant increase in domestic procurement, which exceeded 100 GWh for the first time [5]. - The average price of lithium battery storage systems has rebounded by 6.39% to 0.5226 yuan/Wh [5]. - AI expansion and global grid upgrades are driving demand for power equipment, benefiting companies like TBEA and Sanyuan Electric [5]. Lithium Carbonate and Battery Materials - The supply and demand for lithium carbonate are exceeding expectations, with companies like Salt Lake Potash and Hunan Youneng benefiting from favorable market conditions [4]. - The cost of phosphoric iron lithium cathode materials has increased, with processing fees rising by 318.7 yuan/ton compared to November averages [4][27]. AI and Robotics in New Energy - The integration of AI and humanoid robots in the new energy sector is gaining traction, with companies like Zhejiang Rongtai and Keda Li benefiting from advancements in robotics [7]. - Tesla's shift towards becoming a robotics company is expected to create new growth cycles, with significant implications for the automotive industry [7][26]. Market Trends and Projections - The report highlights that the global energy storage battery shipment is expected to reach 1,090 GWh in 2026, a year-on-year increase of 70% [25]. - The market for commercial energy storage products is evolving, with larger capacity batteries becoming mainstream and driving innovation in the sector [29].