证券代码：688116 证券简称：天奈科技 公告编号：2025-052 转债代码：118005 债券简称：天奈转债 江苏天奈科技股份有限公司 本公司董事会及全体董事保证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、准确性和完整性依法承担法律责任。 重要内容提示： ? 是否涉及差异化分红送转：否 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任 公司上海分公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股 东。 本次利润分配以方案实施前的公司总股本366,415,836股为基数，每股派发现 金红利0.146元（含税），共计派发现金红利53,496,712.06元。 三、 相关日期 股权登记日 除权（息）日 现金红利发放日 四、 分配实施办法 （1）公司全部类型股份（含无限售条件流通股及有限售条件流通股）的红利 委托中国结算上海分公司通过其资金清算系统向股权登记日上海证券交易所收市 后登记在册并在上海证券交易所各会员办理了指定交易的股东派发。已办理指定 交易的投资者可于红利发放日在其指定的证券营业部领取现金红利，未办理指定 交易的股东红利暂由中国结算上海分公 ...

江苏天奈科技股份有限公司 | 证券代码：688116 | 证券简称：天奈科技 | 公告编号：2025-050 | | --- | --- | --- | | 转债代码：118005 | 债券简称：天奈转债 | | 关于 2024 年年度权益分派实施后调整回购股份价格 上限的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 一、本次回购股份的基本情况 调整前回购股份价格上限：不超过人民币 63.47 元/股（含） 调整后回购股份价格上限：不超过人民币 63.32 元/股（含） 回购价格调整起始日：2025 年 6 月 30 日（2024 年年度利润分配除权除 息日）。 编号：2025-013，以下简称"《回购报告书》"）。 2025 年 1 月 10 日，公司召开第三届董事会第十六次会议，审议通过了《关 于以集中竞价方式回购公司股份方案的议案》，同意公司使用自有资金和/或自 筹资金通过上海证券交易所交易系统以集中竞价交易方式回购公司已发行的人 民币普通股（A 股）股票。回购的股份将在未来适宜时机全部用于员 ...

| 证券代码：688116 | 证券简称：天奈科技 | 公告编号：2025-051 | | --- | --- | --- | | | 债券简称：天奈转债 | | | 转债代码：118005 | | | 调整前转股价格：99.26 元/股 调整后转股价格：99.11 元/股 转股价格调整起始日期：2025 年 6 月 30 日 同日在上海证券交易所网站（http://www.sse.com.cn）披露的《天奈科技 2024 年年 度权益分派实施公告》（公告编号：2025-052）。 江苏天奈科技股份有限公司 关于实施 2024 年年度权益分派调整"天奈转债"转股 价格的公告 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： 证券停复牌情况：适用 因实施权益分派,本公司的相关证券停复牌情况如下：权益分派公告前一交易 日（2025 年 6 月 20 日）至权益分派股权登记日（2025 年 6 月 27 日）期间，本公 司可转债"天奈转债"停止转股，2025 年 6 月 30 日起恢复转股。 | 118005 | 天奈 ...

| 证券代码：688116 | 证券简称：天奈科技 | 公告编号：2025-052 | | --- | --- | --- | | 转债代码：118005 | 债券简称：天奈转债 | | 江苏天奈科技股份有限公司 2024年年度权益分派实施公告 本公司董事会及全体董事保证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、准确性和完整性依法承担法律责任。 是否涉及差异化分红送转：否 每股分配比例 每股现金红利0.146元 相关日期 1. 发放年度：2024年年度 2. 分派对象： 3. 分配方案： 重要内容提示： 本次利润分配以方案实施前的公司总股本366,415,836股为基数，每股派发现 金红利0.146元（含税），共计派发现金红利53,496,712.06元。 | | 股权登记日 | | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | 2025/6/27 | | 2025/6/30 | | 2025/6/30 | 三、 相关日期 一、 通过分配方案的股东会届次和日期 本次利润分配方案经公司2025 年 5 月 28 日的20 ...

| 证券代码：688116 | 证券简称：天奈科技 | 公告编号：2025-049 | | --- | --- | --- | | 转债代码：118005 | 债券简称：天奈转债 | | 江苏天奈科技股份有限公司 关于调整 2024 年度利润分配现金分红总额的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 现金分红总额调整情况：江苏天奈科技股份有限公司（以下简称"公 司"）2024 年度利润分配拟每 10 股派发现金红利 1.46 元（含税）不变，派发现 金分红的总额由 50,332,258.12 元（含税）调整为 53,496,712.06 元（含税）。 本次调整原因：因公司向特定对象发行 A 股股票，公司本次发行新增 21,674,342 股股份已于 2025 年 5 月 14 日在中国证券登记结算有限责任公司上海 分公司办理完毕股份登记手续。本次登记完成后，公司增加 21,674,342 股有限售 条件流通股，可参与利润分配的总股本增加 21,674,342 股，公司按照维持每股分 配比例不变的 ...

Group 1 - The company plans to distribute a cash dividend of 1.46 yuan per 10 shares, totaling approximately 50.33 million yuan, which represents 20.12% of the net profit attributable to shareholders for the fiscal year 2024 [1][2] - The convertible bond "Tian Nai Convertible Bond" will have its conversion price adjusted from 99.26 yuan per share to 99.11 yuan per share due to the cash dividend distribution [1][4] - The adjustment of the conversion price will take effect on the first trading day after the equity registration date [1][4] Group 2 - The rights distribution plan was approved at the company's annual general meeting held on May 28, 2025 [2] - The company will disclose the implementation announcement of the rights distribution and the adjustment of the convertible bond conversion price on June 21, 2025 [2] - The convertible bond will stop conversion from June 20, 2025, until the equity registration date, after which it will resume conversion [2]

Investment Rating - The report gives an "Overweight" rating for the solid-state battery industry, indicating that it is expected to outperform the overall market [3][4]. Core Insights - The solid-state battery industry is entering the early stages of industrialization, with significant technological changes in lithium metal anodes and dry processing equipment [3]. - There is a pressing demand for material and equipment innovation, with domestic solid-state battery production capacity planning to exceed 50GWh and a total investment of approximately 15 billion yuan planned for 2025 [4]. - Sulfide materials are becoming the mainstream technology route for solid-state batteries, with a notable increase in demand for sulfide electrolytes and dry processing equipment [4]. - Leading battery manufacturers are making breakthroughs in lithium metal preparation technology, enhancing energy density significantly [4]. Summary by Sections Industry Overview - The solid-state battery industry is expected to achieve product finalization by the end of 2025, with vehicle testing starting in 2026 and entering a cost-reduction phase in 2027 [4]. Technological Developments - The report highlights the high ionic conductivity of sulfide solid-state batteries, which is driving many manufacturers to focus on this technology route [4]. - Key innovations include the dry processing method, which is seen as crucial for mass production of solid-state batteries [4]. Investment Opportunities - The report suggests focusing on battery companies with strong R&D capabilities, solid-state material companies with high demand elasticity, and solid-state equipment companies [4]. - Recommended companies include CATL, Yiwei Lithium Energy, BYD, Guoxuan High-Tech, and others in the materials and equipment sectors [4][5].

| 证券代码：688116 | 证券简称：天奈科技 | 公告编号：2025-048 | | --- | --- | --- | | 转债代码：118005 | 债券简称：天奈转债 | | 江苏天奈科技股份有限公司 关于实施 2024 年年度权益分派时可转债转股价格调整 暨转股连续停牌的提示性公告 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： 证券停复牌情况：适用 因实施权益分派，本公司的相关证券停复牌情况如下：权益分派公告前一交 易日（2025 年 6 月 20 日）至权益分派股权登记日期间，本公司可转债"天奈转债" 将停止转股。 | 118005 | 天奈转债 | 可转债转股停 | 2025/6/20 | | | | | --- | --- | --- | --- | --- | --- | --- | | 证券代码 | 证券简称 | 停复牌类型 牌 | 停牌起始日 | 停牌 期间 | 停牌终止日 | 复牌日 | 因实施权益分派，"天奈转债"将相应调整转股价格，从 99.26 元/股调整 为 99.11 元 ...

Core Viewpoint - The nanomaterials market in China is expected to grow significantly, reaching a scale of 155.52 billion yuan in 2024, driven by advancements in nanotechnology and expanding applications [1][8]. Group 1: Market Size and Growth - The market size of nanomaterials in China is projected to reach 155.52 billion yuan in 2024, with a further increase to 178.88 billion yuan in 2025 [1][8]. - Nanopowder products will dominate the market, accounting for approximately 63% of the total market size in both 2024 and 2025 [1][8]. Group 2: Industry Definition and Classification - Nanomaterials are defined as materials with at least one dimension in the nanoscale range (1-100 nanometers) and exhibit unique physical and chemical properties [3][5]. - Classification of nanomaterials includes categories based on material type, dimensionality, morphology, and functionality [5]. Group 3: Industry Development Status - The global nanomaterials market is expected to grow to 156.2 billion USD in 2024, with North America and Europe leading the market [6]. - The Asian region has seen rapid development in nanomaterials due to government support and increasing demand for specialized materials [6]. Group 4: Industry Value Chain - The nanomaterials industry value chain consists of upstream raw materials and equipment supply, midstream nanomaterials preparation and processing, and downstream application fields [10]. Group 5: Competitive Landscape - The industry has seen significant advancements in nanomaterials preparation technologies, with several research bases established in China [12]. - Key companies in the industry include Tian Nai Technology, Fangda Carbon, and others, focusing on various nanomaterials applications [12][13]. Group 6: Future Trends - The industry is expected to exhibit three main characteristics: high-end, intelligent, and sustainable development over the next decade [19][21]. - The focus will be on overcoming technological barriers, fostering deep integration of industry and academia, and promoting green processes to reduce carbon emissions [20][21].

Core Insights - Zeon Corporation and SiAT have signed a strategic cooperation agreement, with Zeon leading a $20 million Series C funding round to support SiAT's expansion of single-walled carbon nanotube (SWCNT) conductive paste production [1] - The demand for lithium-ion batteries is surging across consumer applications (e.g., electric vehicles, drones) and industrial sectors (e.g., AI servers, renewable energy storage) [1] - SWCNTs are gaining traction in the industry due to their superior properties compared to multi-walled carbon nanotubes, including higher surface area, conductivity, and dispersion [1] Application Aspects - In anode and cathode materials, carbon nanotubes create a three-dimensional conductive network, significantly enhancing electronic transmission efficiency, especially in thick electrodes and high-capacity battery designs [2] - Carbon nanotubes support silicon anodes by alleviating volume expansion issues, enhancing interface contact, and improving conductivity [2] - The multi-component system of "silicon-oxygen + carbon nanotubes + graphite" has become a mainstream technology route for balancing energy density and cycle life [2] Solid-State Battery Applications - Carbon nanotubes are widely used in solid-state batteries for modifying interfaces and composite electrolyte materials, improving electronic permeability and structural stability [3] - They play a crucial role in new energy storage systems, such as sodium-ion and lithium-sulfur batteries, by providing better electronic pathways and mechanical support [3] Company Landscape - Domestic companies like TianNai Technology and DeFang Nano are providing stable, well-dispersed conductive paste products integrated into lithium battery anode and cathode materials [4] - OCSiAl is the only company capable of industrial-scale production of single-walled carbon nanotubes, with a production capacity of 1,000 tons, and is expanding its operations in China [4]