Section 1 Definitions [1.1 Definitions of Common Terms](index=5&type=section&id=1.1%20Definitions%20of%20Common%20Terms) This section defines key terms and entities used in the report, including company and subsidiary names, industry-specific chemicals (e.g., VC, FEC, LiFSI), and project names, providing a foundational understanding for readers - "Company, the Company, Joint Stock Company, Jiangsu Huasheng, Huasheng Lithium" all refer to Jiangsu Huasheng Lithium Battery Materials Co., Ltd[12](index=12&type=chunk) - Major subsidiaries include Taixing Huasheng, Huaying New Energy, Shengmei Lithium, Xianghe New Energy, and Huasheng Lianying[12](index=12&type=chunk) - Detailed explanations are provided for industry terms such as lithium battery electrolyte, lithium battery electrolyte additives, silicon-carbon anode, solid-state electrolyte, and high-performance carbon nanotubes[13](index=13&type=chunk)[14](index=14&type=chunk) - Various chemical abbreviations and their full names are listed, such as VC (Vinylene Carbonate), FEC (Fluoroethylene Carbonate), LiFSI (Lithium Bis(fluorosulfonyl)imide), LiDFOB (Lithium Difluoro(oxalato)borate), and MMDS (Methylene Methanedisulfonate)[14](index=14&type=chunk) Section 2 Company Profile and Key Financial Indicators [2. Company Basic Information](index=8&type=section&id=2.%20Company%20Basic%20Information) This section provides fundamental company details including its Chinese name, abbreviation, legal representative, registered and office addresses, website, and email address - The company's Chinese name is Jiangsu Huasheng Lithium Battery Materials Co., Ltd., abbreviated as Huasheng Lithium[16](index=16&type=chunk) - The legal representative is Shen Jinliang, and the registered and office address is No. 1 Desheng Road, Jiangsu Yangtze River International Chemical Industrial Park[16](index=16&type=chunk) [2. Contact Person and Information](index=8&type=section&id=2.%20Contact%20Person%20and%20Information) This section provides the names, contact addresses, telephone numbers, and email addresses of the company's Board Secretary and Securities Affairs Representative, facilitating investor inquiries and communication - The Board Secretary is Huang Zhendong, and the Securities Affairs Representative is Lu Haiyuan; both can be reached at 0512-58782831 or bod@sinohsc.com[17](index=17&type=chunk) [3. Information Disclosure and Document Custody Location Changes](index=8&type=section&id=3.%20Information%20Disclosure%20and%20Document%20Custody%20Location%20Changes) This section specifies the company's designated newspapers for information disclosure, the website address for semi-annual reports, and the location where reports are kept, ensuring transparency and accessibility of information - The company's selected newspapers for information disclosure include Securities Times, China Securities Journal, Shanghai Securities News, and Securities Daily[18](index=18&type=chunk) - The website address for semi-annual reports is www.sse.com.cn, and the company's semi-annual reports are kept at the company's Board Office[18](index=18&type=chunk) [4. Company Stock/Depositary Receipt Overview](index=9&type=section&id=4.%20Company%20Stock%2FDepositary%20Receipt%20Overview) This section discloses the listing exchange, board, ticker symbol, and stock code of the company's A-shares, as well as the previous ticker symbol, clarifying the company's market information - The company's stock type is A-shares, listed on the STAR Market of the Shanghai Stock Exchange[19](index=19&type=chunk) - The stock ticker symbol is Huasheng Lithium, and the stock code is 688353[19](index=19&type=chunk) [6. Company Key Accounting Data and Financial Indicators](index=9&type=section&id=6.%20Company%20Key%20Accounting%20Data%20and%20Financial%20Indicators) During the reporting period, the company's operating revenue increased by 72.02% year-on-year, but net profit attributable to shareholders and net cash flow from operating activities were both negative, with increased net outflow, indicating challenges in profitability and cash flow management despite revenue growth Major Accounting Data (Jan-Jun 2025 vs Prior Period) | Indicator | Current Period (Jan-Jun) (CNY) | Prior Period (CNY) | Change (%) | | :--- | :--- | :--- | :--- | | Operating Revenue | 349,852,789.28 | 203,380,818.52 | 72.02 | | Total Profit | -91,930,084.98 | -92,086,556.63 | N/A | | Net Profit Attributable to Shareholders of Listed Company | -72,738,903.13 | -72,523,260.94 | N/A | | Net Cash Flow from Operating Activities | -183,292,007.81 | -51,635,127.82 | N/A | | Net Assets Attributable to Shareholders of Listed Company (Period End) | 3,323,201,769.54 | 3,467,733,474.55 | -4.17 | | Total Assets (Period End) | 4,238,415,781.27 | 4,290,085,764.97 | -1.20 | Major Financial Indicators (Jan-Jun 2025 vs Prior Period) | Indicator | Current Period (Jan-Jun) | Prior Period | Change (%) | | :--- | :--- | :--- | :--- | | Basic EPS (CNY/share) | -0.47 | -0.45 | N/A | | Diluted EPS (CNY/share) | -0.46 | -0.45 | N/A | | Basic EPS After Deducting Non-Recurring Gains and Losses (CNY/share) | -0.50 | -0.56 | N/A | | Weighted Average ROE (%) | -2.14 | -1.97 | Decrease of 0.17 percentage points | | R&D Investment as % of Operating Revenue (%) | 6.65 | 9.37 | Decrease of 2.72 percentage points | - Operating revenue increased by **72.02%**, primarily due to increased market demand and a significant increase in product sales volume[23](index=23&type=chunk) - Net cash flow from operating activities showed a larger net outflow compared to the prior period, mainly due to decreased sales collection and increased operating cash outflows[23](index=23&type=chunk) [8. Non-Recurring Gains and Losses Items and Amounts](index=10&type=section&id=8.%20Non-Recurring%20Gains%20and%20Losses%20Items%20and%20Amounts) During the reporting period, the company's total non-recurring gains and losses amounted to **5.77 million CNY**, primarily comprising government grants recognized in current profit or loss and fair value changes from financial assets, alongside other non-operating income and expenses Non-Recurring Gains and Losses Items and Amounts (Unit: CNY) | Item | Amount | | :--- | :--- | | Government Grants Recognized in Current Profit/Loss | 1,132,158.00 | | Fair Value Changes and Disposal Gains/Losses from Financial Assets and Liabilities Held by Non-Financial Enterprises (Excluding Effective Hedging Related to Normal Business Operations) | 13,468,885.15 | | Other Non-Operating Income and Expenses Apart from the Above | -6,588,910.19 | | Less: Income Tax Impact | 2,162,284.80 | | Minority Interest Impact (After Tax) | 78,702.09 | | **Total** | **5,771,146.07** | [9. Companies with Equity Incentive or Employee Stock Ownership Plans May Choose to Disclose Net Profit After Deducting Share-Based Payment Impact](index=11&type=section&id=9.%20Companies%20with%20Equity%20Incentive%20or%20Employee%20Stock%20Ownership%20Plans%20May%20Choose%20to%20Disclose%20Net%20Profit%20After%20Deducting%20Share-Based%20Payment%20Impact) This section discloses the company's net profit after deducting the impact of share-based payments, which was **-77.37 million CNY** for the current reporting period, representing a slight reduction in loss compared to the prior period Net Profit After Deducting Share-Based Payment Impact (Unit: CNY) | Indicator | Current Period (Jan-Jun) | Prior Period | Change (%) | | :--- | :--- | :--- | :--- | | Net Profit After Deducting Share-Based Payment Impact | -77,371,524.56 | -78,500,725.75 | N/A | Section 3 Management Discussion and Analysis [1. Description of the Company's Industry and Main Business During the Reporting Period](index=12&type=section&id=1.%20Description%20of%20the%20Company's%20Industry%20and%20Main%20Business%20During%20the%20Reporting%20Period) The company specializes in R&D, production, and sales of lithium battery electrolyte additives and specialty organosilicon, being a leading supplier of VC and FEC. During the reporting period, the company actively expanded capacity, continued R&D on new additives and battery materials, and ventured into hazardous waste disposal to address industry competition and market demand - The company's products primarily include electronic chemicals (VC, FEC, BOB, and other lithium battery electrolyte additives) and specialty organosilicon (IPTS, TESPI)[31](index=31&type=chunk)[32](index=32&type=chunk) - The company is one of the leading suppliers in the VC and FEC markets, with products widely used in new energy vehicles, power tools, and 3C products[31](index=31&type=chunk)[56](index=56&type=chunk) - The company operates four production bases in Zhangjiagang and Taixing; upon completion of the third phase of its IPO projects, VC and FEC production capacity will reach **14,000 tons per year**[31](index=3

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： 证券代码：688353 证券简称：华盛锂电 公告编号：2025-059 江苏华盛锂电材料股份有限公司 关于参加 2025 年半年度科创板节能环保行业集体业 绩说明会暨 2025 年半年度业绩说明会的公告 江苏华盛锂电材料股份有限公司（以下简称"公司"）已于 2025 年 8 月 28 日发布公司《2025 年半年度报告》，为便于广大投资者更全面深入地了解公司 2025 年上半年的经营成果、财务状况、发展理念，公司将参加由上海证券交易 所主办的 2025 年半年度科创板节能环保行业专场业绩说明会，此次活动将采用 线上文字互动的方式举行，投资者可登录上海证券交易所上证路演中心 （http://roadshow.sseinfo.com/）参与线上互动交流。 1 会议召开时间：2025 年 9 月 4 日（星期四）下午 15:00-17:00 会议召开方式：上证路演中心网络文字互动 线 上 文 字 互 动 平 台 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 ...

科创板上市公司独立董事候选人声明与承诺 本人周豪慎，已充分了解并同意由提名人江苏华盛锂电材料 股份有限公司董事会提名为江苏华盛锂电股份有限公司第三届 董事会独立董事候选人。本人公开声明，本人具备独立董事任职 资格，保证不存在任何影响本人担任江苏华盛锂电材料股份有限 公司独立董事独立性的关系，具体声明并承诺如下： 一、本人具备上市公司运作的基本知识，熟悉相关法律、行 政法规、部门规章及其他规范性文件，具有五年以上法律、经济 会计、财务、管理等履行独立董事职责所必需的工作经验。 二、本人任职资格符合下列法律、行政法规和部门规章以及 公司规章的要求： （一）《中华人民共和国公司法》等关于董事任职资格的规 定； （二）《中华人民共和国公务员法》关于公务员兼任职务的 规定（如适用）； （三）中国证监会《上市公司独立董事管理办法》和上海证 券交易所自律监管规则有关独立董事任职资格和条件的相关规 定； （四）中共中央纪委、中共中央组织部《关于规范中管干部 辞去公职或者退（离）休后担任上市公司、基金管理公司独立董 事、独立监事的通知》的规定（如适用）； －1－ 业兼职（任职）问题的意见》的相关规定（如适用）； （六）中共中央 ...

证券代码：688353 证券简称：华盛锂电 公告编号：2025-053 1 交易目的：公司出口业务外汇结算比重较大，为有效规避外汇市场的风险， 防范汇率大幅波动对公司经营业绩造成不利影响，提高外汇资金使用效率， 合理降低财务费用，公司及控股子公司拟与银行等金融机构开展外汇衍生品 交易业务。公司的外汇衍生品交易业务以正常生产经营为基础，以规避和防 范汇率风险为目的，不进行单纯以盈利为目的的投机和套利交易。 交易品种及金额：不超过 2,500.00 万美元或等值其他货币。 交易工具：外汇远期、外汇掉期、买入期权、卖出期权及期权组合等外汇衍 生业务。 交易场所：银行等金融机构 已履行的审议程序：公司于 2025 年 8 月 26 日召开了第二届董事会第二十三 次会议、第二届监事会第十九次会议，分别审议通过了《关于预计外汇衍生 品交易额度的议案》，本次议案无需提交股东大会审议。 特别风险提示：公司及控股子公司进行外汇衍生品交易业务遵循稳健原则， 外汇衍生品交易业务与日常经营需求密切相关，是基于资产、负债状况以及 外汇收支业务情况具体开展，以规避和防范汇率、利率风险为目的。但在进 行外汇衍生品交易业务时也会存在一定的市 ...

证券代码：688353 证券简称：华盛锂电 公告编号：2025-051 江苏华盛锂电材料股份有限公司 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、准确性和完整性依法承担法律责任。 根据中国证监会发布的《上市公司募集资金监管规则》和上海证券交易所发布的《上 海证券交易所科创板上市公司自律监管指引第 1 号——规范运作》等相关规定，江苏华 盛锂电材料股份有限公司（以下简称"公司"或"本公司"）董事会编制了《关于公司 2025 年半年度募集资金存放与实际使用情况的专项报告》。具体如下： 一、募集资金基本情况 （一）实际募集资金金额和资金到位时间 根据中国证券监督管理委员会出具的《关于同意江苏华盛锂电材料股份有限公司首 次公开发行股票注册的批复》（证监许可[2022]887 号），公司获准以首次公开发行方式 向公众发行人民币普通股 28,000,000 股，发行价格为人民币 98.35 元/股，募集资金总额 为人民币 2,753,800,000.00 元，扣除各项发行费用（不含增值税）人民币 186,795,496.51 元后，实际募集资金净额为人民币 2,5 ...

华盛锂电公告，2025年上半年营业收入3.5亿元，同比增长72.02%。归属于上市公司股东的净亏损 7273.89万元，上年同期为净亏损7252.33万元。基本每股收益-0.47元／股。 ...

Investment Rating - The report indicates a positive investment outlook for solid-state batteries, particularly those utilizing sulfide electrolytes, with expectations for significant advancements and market penetration by 2030 [2][12]. Core Insights - Solid-state batteries are seen as the future due to their high safety and energy density, with a focus on sulfide electrolytes aiming for a specific energy density of 400Wh/kg and a cycle life exceeding 1000 times by 2027 for small-scale automotive applications and large-scale production by 2030 [2][12]. - The report emphasizes the importance of sulfide electrolytes, which offer the highest ionic conductivity at room temperature compared to other types, making them the most promising solid-state electrolyte materials [15][28]. - The competitive landscape for lithium sulfide and sulfide electrolytes is evolving, with numerous players entering the market, including established lithium battery companies and emerging startups [4][19]. Summary by Sections 1. Solid-State Battery Focus on Sulfide Systems - Solid-state batteries are expected to replace traditional lithium-ion batteries due to safety concerns associated with flammable organic liquid electrolytes [12][16]. - The transition to solid-state batteries is driven by the need for higher energy density and safety in electric vehicles and large-scale energy storage [12][19]. 2. Sulfide Electrolytes: Barriers in Electrochemical Design and Synthesis - Various forms of sulfide electrolytes exist, with lithium sulfide-silver-germanium mineral structures being the most prominent due to their low cost and high ionic conductivity [3][28]. - The report identifies key challenges in improving the electrochemical stability and synthesis processes of sulfide electrolytes, which are critical for their commercial viability [3][30]. 3. Lithium Sulfide: Core Raw Material for Electrolytes - The purity of lithium sulfide is crucial for the performance of sulfide electrolytes, with multiple production methods evaluated for their cost-effectiveness and safety [3][4]. - The report highlights the competitive factors in lithium sulfide production, focusing on purification costs and the advantages of various synthesis routes [3][4]. 4. Competitive Landscape: Diverse Routes Awaiting Consolidation - The market for lithium sulfide and sulfide electrolytes is characterized by a diverse array of participants, including leading lithium battery manufacturers and new entrants [4][19]. - The report anticipates increased competition as battery manufacturers actively develop their own sulfide electrolytes, leading to a more consolidated market in the future [4][19]. 5. Investment Recommendations - The report suggests focusing on companies with unique processes and superior product performance in the lithium sulfide sector, as these are expected to lead the market in the medium term [5][19]. - Key players identified include companies that are pioneering various synthesis methods for lithium sulfide, which are expected to have significant scaling potential [5][19].

11只科创板股大宗交易平台今日发生交易，合计成交1.48亿元。 科创板股8月18日大宗交易概况 证券时报·数据宝统计显示，8月18日共有11只科创板股发生大宗交易，合计成交13笔，累计成交量 254.23万股，成交额合计1.48亿元。 | 代码 | 简称 | 成交笔 | 大宗交易数量 | 平均成交价格 | 相对收盘价折溢价 | 大宗交易金额 | | --- | --- | --- | --- | --- | --- | --- | | | | 数 | （万股） | （元） | （%） | （万元） | | 688692 | 达梦数 | 2 | 15.91 | 234.47 | -6.40 | 3730.47 | | | 据 | | | | | | | 688080 | 映翰通 | 1 | 68.00 | 41.01 | -20.00 | 2788.68 | | 688166 | 博瑞医 药 | 1 | 25.00 | 100.62 | -10.00 | 2515.50 | | 688662 | 富信科 | 2 | 50.00 | 42.32 | | | | | 技 | | | | -13.40 | 2116. ...

证券时报•数据宝统计显示，华盛锂电今日收盘价为35.76元，上涨4.44%，日换手率为5.72%，成交额为 2.41亿元，全天主力资金净流入2.74万元，近5日该股累计上涨2.67%，近5日资金合计净流出2422.36万 元。 两融数据显示，该股最新融资余额为1.22亿元，近5日减少573.97万元，降幅为4.50%。（数据宝） 8月18日华盛锂电大宗交易一览 | 成交量 （万股） | 成交金额 （万元） | 成交价格 （元） | 相对当日 收盘折溢价 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | | | | （%） | | | | 10.00 | 354.00 | 35.40 | -1.01 | 机构专用 | 华泰证券股份有限公司苏州分公司 | | | | | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 | | | （原标题：华盛锂电大宗交易成交354.00万元） 华盛锂电8月18日大宗交易平台出现一笔成交，成交量10.00万股，成交金额354.00万元，大宗交易成交 价为35.40元，相对今日收盘价折价1.01%。该笔 ...

| | | 8月18日，华盛锂电大宗交易成交10万股，成交额354万元，占当日总成交额的1.45%，成交价35.4元，较市场收盘价35.76元折价1.01%。 ...