可转债转股结果暨股份变动公告 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： 转股情况：自 2025 年 10 月 1 日至 2025 年 12 月 31 日期间，"嘉元转债" 共有人民币 23,000 元已转换为公司股票，转股数量为 692 股，占"嘉元转债" 转股前公司已发行股份总额的 0.0003%。自 2021 年 9 月 1 日至 2025 年 12 月 31 日，累计共有人民币 262,150,000 元已转换为公司股票，累计转股数量 3,338,349 股，占"嘉元转债"转股前公司已发行股份总额的 1.4459%。 未转股可转债情况：截至 2025 年 12 月 31 日，"嘉元转债"尚未转股的 可转债金额 977,850,000 元，占"嘉元转债"发行总量的 78.8589%。 一、可转债发行上市概况 经中国证券监督管理委员会证监许可〔2021〕180 号文同意注册，公司于 2021 年 2 月 23 日向不特定对象发行了 1,240 万张可转换公司债券，每张面值 100 元， 发行总额 1 ...

| 证券代码：688388 | 证券简称：嘉元科技 | 公告编号：2026-001 | | --- | --- | --- | | 转债代码：118000 | 转债简称：嘉元转债 | | 广东嘉元科技股份有限公司 关于变更公司以自有资产进行抵质押向金融机构申请借款 用于控股子公司项目建设相关事项的公告 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。 一、基本情况概述 为拓宽融资渠道、推动子公司项目建设，广东嘉元科技股份有限公司（以下 简称"公司"）已于 2025 年 11 月 7 日召开第五届董事会第五十七次会议审议通 过了《关于公司以自有资产进行抵质押向金融机构申请借款用于控股子公司项目 建设的议案》，公司向国开新型政策性金融工具有限公司申请人民币 40,000 万 元综合授信及贷款，由国开新型政策性金融工具有限公司委托国家开发银行广东 省分行向公司办理贷款，通过注资形式用于控股子公司广东嘉元时代新能源材料 有限公司（以下简称"嘉元时代"）年产 10 万吨高性能电解铜箔建设项目。本 次贷款以公司位于梅州市梅县区白渡镇沙坪 ...

Core Viewpoint - The solid-state battery narrative is moving closer to industrialization, with multiple companies making significant moves in technology collaboration, equity binding, and mergers to enhance the supply chain and production capacity [2][7]. Group 1: Company Developments - Xinjie Energy has launched its first batch of products from a 10GWh solid-state lithium metal battery project, emphasizing the importance of solid electrolyte film formation and interface integration for applications in eVTOL, robotics, and consumer electronics [2]. - Tiantian Technology has deepened its collaboration with Xinjie Energy by investing 300 million yuan for a 5.7692% stake, transitioning from a simple order relationship to a more integrated equity partnership [3]. - Haimeixing's investment fund has also increased its stake in Xinjie Energy, now holding 0.7634% equity, while the company claims to have streamlined the entire production process for lithium metal solid-state batteries [4]. - Jiyuan Technology has strategically invested 5 million yuan in Shenzhen Lithium Silicon New Materials, which focuses on ultra-thin lithium metal anode materials, positioning itself within the supply chain of Xinjie Energy [5]. - Shengxin Lithium Energy has established a new solid-state battery materials technology company with a registered capital of 20 million yuan, expanding its operations into new materials research and battery manufacturing [6]. - Ganfeng Lithium's solid-state battery platform is targeting high-value applications and overseas markets, collaborating with Zhejiang Fengli New Energy to develop technologies for drones and robotics [7]. Group 2: Industry Trends - The recent activities of these companies indicate a shift from conceptual discussions about solid-state batteries to tangible actions involving capacity, equipment, materials, and capital allocation [7][8]. - The supply chain is increasingly focusing on new nodes such as lithium metal anodes, solid electrolyte film formation, and ultra-thin lithium metal materials, marking a transition from laboratory research to industrial production [7].

Core Viewpoint - The A-share market's lithium battery sector is experiencing a significant pullback, with major companies like Xinwangda and Tianhong Lithium Battery seeing substantial declines in stock prices due to anticipated decreases in domestic demand for lithium batteries in early 2026 [1] Group 1: Market Performance - Xinwangda's stock dropped over 11%, with a total market value of 48.8 billion and a year-to-date increase of 19.72% [2] - Tianhong Lithium Battery fell by over 4.5%, with a market capitalization of 3.193 billion and a year-to-date increase of 108.62% [2] - Yiwai Lithium Energy decreased by over 4%, holding a market value of 142.8 billion and a year-to-date increase of 49.41% [2] - Derui Lithium Battery and Weilan Lithium Core both saw declines of over 3%, with market values of 2.649 billion and 20.8 billion respectively [2] Group 2: Demand Forecast - The domestic demand for new energy lithium batteries is expected to decline significantly in early 2026, with a projected drop of at least 30% in sales of new energy passenger vehicles due to policy adjustments on vehicle purchase taxes [1] - The commercial vehicle sector is also anticipated to face a substantial decrease in demand following a rush for subsidies and tax exemptions at the end of the previous year [1] - Exports of new energy passenger vehicles are expected to remain strong, but this will not significantly boost the demand for batteries from independent suppliers [1] - The demand for domestic battery exports to the U.S. is projected to decline sharply, with no significant impact from U.S. AI storage needs on domestic battery suppliers [1] - Domestic energy storage tender prices are significantly below 300 yuan per kilowatt-hour, leading to weakened demand for price increases, and vehicle batteries cannot absorb the cost losses from energy storage [1]

从资金流向上来看，当日电池板块主力资金净流出9.37亿元，游资资金净流出3.05亿元，散户资金净流入 12.43亿元。电池板块个股资金流向见下表： 证券之星消息，12月25日电池板块较上一交易日下跌0.21%，嘉元科技领跌。当日上证指数报收于 3959.62，上涨0.47%。深证成指报收于13531.41，上涨0.33%。电池板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002759 | 天际股份 | 45.00 | 6.84% | 170.31万 | 72.39 Z | | 300953 | 震裕科技 | 150.80 | 5.53% | 6.67万 | 9.83亿 | | 688005 | 容自科技 | 31.96 | 4.21% | 38.69万 | 12.27亿 | | 002245 | 意語學本 | 18.38 | 4.14% | 122.40万 | 22.03亿 | | 002850 | 科达利 | 156.60 | 4.05% | 4.30万 | 6.64亿 ...

| 成交量 | 成交金额 | 成交价 | 相对当日收盘折 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 7.16 | 239.94 | 33.52 | -22.23 | 平安证券股份有限公司福州 | 中信证券股份有限 | | | | | | 长乐北路证券营业部 | 公司福建分公司 | 嘉元科技12月24日大宗交易平台出现一笔成交，成交量7.16万股，成交金额239.94万元，大宗交易成交 价为33.52元，相对今日收盘价折价22.23%。该笔交易的买方营业部为平安证券股份有限公司福州长乐 北路证券营业部，卖方营业部为中信证券股份有限公司福建分公司。 （文章来源：证券时报网） 进一步统计，近3个月内该股累计发生5笔大宗交易，合计成交金额为1349.64万元。 证券时报·数据宝统计显示，嘉元科技今日收盘价为43.10元，上涨10.54%，日换手率为8.82%，成交额 为15.91亿元，全天主力资金净流出2.36亿元，近5日该股累计上涨18.83 ...

沪指12月24日上涨0.53%，申万所属行业中，今日上涨的有26个，涨幅居前的行业为国防军工、电子， 涨幅分别为2.88%、2.12%。电力设备行业今日上涨1.03%。跌幅居前的行业为农林牧渔、煤炭，跌幅分 别为0.85%、0.70%。 603212 赛伍技术 7.14 14.87 13333.04 电力设备行业资金流出榜 资金面上看，两市主力资金全天净流入103.70亿元，今日有17个行业主力资金净流入，电子行业主力资 金净流入规模居首，该行业今日上涨2.12%，全天净流入资金86.77亿元，其次是电力设备行业，日涨幅 为1.03%，净流入资金为37.58亿元。 主力资金净流出的行业有14个，有色金属行业主力资金净流出规模居首，全天净流出资金16.35亿元， 其次是基础化工行业，净流出资金为12.12亿元，净流出资金较多的还有医药生物、食品饮料、银行等 行业。 电力设备行业今日上涨1.03%，全天主力资金净流入37.58亿元，该行业所属的个股共365只，今日上涨 的有310只，涨停的有9只；下跌的有52只。以资金流向数据进行统计，该行业资金净流入的个股有160 只，其中，净流入资金超亿元的有24只，净流入资 ...

证券之星消息，12月24日电池板块较上一交易日上涨0.37%，嘉元科技领涨。当日上证指数报收于 3940.95，上涨0.53%。深证成指报收于13486.42，上涨0.88%。电池板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688388 | 嘉元科技 | 43.10 | 10.54% | 37.61万 | | 15.91亿 | | 002759 | 天际股份 | 42.12 | 10.00% | 159.12万 | | 65.97 Z | | 603031 | 安孚科技 | 49.86 | 8.16% | 31.10万 | | 15.16亿 | | 300919 | 中伟股份 | 45.77 | 8.15% | 1 28.65万 | | 12.95亿 | | 002245 | 農業生心 | 17.65 | 6.45% | 109.04万 | | 18.83亿 | | 600110 | 诺德股份 | 7.48 | 6.40% | 160.88万 | | 1 ...

Group 1 - Strategic cooperation agreement signed between Junda Co. and Shangyi Optoelectronics to explore the application of perovskite battery technology in space energy [1] - The low Earth orbit satellite and space computing power are expected to drive a significant market for space photovoltaics, with an estimated launch of around 15,000 satellites by 2030, potentially generating a total power output of 150 MW [1] - The market space for space photovoltaics is projected to be substantial, with Musk proposing the deployment of 100 GW of AI computing power in space annually [1] Group 2 - Gallium arsenide is currently the mainstream technology for space photovoltaics, offering advantages in efficiency and radiation resistance, but is expensive for large-scale applications [1] - Crystalline silicon technology is cost-effective for large-scale deployment, with enhancements in radiation resistance and power density expected from HJT technology [1] - Perovskite technology may be a long-term option, with potential conversion efficiencies exceeding 30% and superior power density compared to crystalline silicon and gallium arsenide [1] Group 3 - The Sci-Tech Innovation Board New Energy ETF closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board New Energy Index, which includes 50 major companies in the photovoltaic, wind power, and new energy vehicle sectors [2] - As of November 28, 2025, the top ten weighted stocks in the index include companies like Canadian Solar, Trina Solar, and JinkoSolar, collectively accounting for 47.84% of the index [2]

Core Viewpoint - The article discusses the performance of the Zhongzheng 2000 ETF Enhanced (159556), highlighting its opening price and the performance of its major holdings, along with its return metrics since inception and over the past month [1]. Group 1: ETF Performance - Zhongzheng 2000 ETF Enhanced (159556) opened at 1.154 yuan, experiencing a decline of 0.94% [1]. - Since its inception on December 27, 2023, the fund has achieved a return of 16.09% [1]. - The fund's return over the past month is reported at -3.86% [1]. Group 2: Major Holdings - Major holdings in the ETF include Huajian Group, which opened unchanged at 0.00%, and Dekeli, which increased by 0.06% [1]. - Other notable stock performances include Xuguang Electronics down by 0.06%, Beihua Co. up by 0.43%, and Xinke Materials down by 1.25% [1]. - The top performer among the holdings is Yongding Co., which increased by 1.48% [1].