转自：前瞻产业研究院 行业主要上市公司：宁德时代(300750);比亚迪(002594);中创新航(03931.HK);国轩高科(002074);欣旺达 (300207);亿纬锂能(300014);孚能科技(688567);瑞浦兰钧(0666.HK)等 本文核心数据：产量;出货量;装机量;价格等 锂电池根据正极材料不同，主要可以分为三元材料电池和磷酸铁锂电池;按照工作介质，可以分为液态和固 态;根据封装方式和形状不同，可以分为方形电池、软包电池和圆柱电池。 2、产业链剖析 从产业链角度来看，锂电池产业链上游主要包括正负极、电解液、隔膜等核心原材料及辅材供应;中游是指 锂电池制造;下游主要是锂电池的各领域的综合应用及回收。 锂电池行业是指锂电池制造行业，即从事锂电池制造的经营单位或者个体的组织结构体系。锂电池分为两 类，一类是以金属锂为负极的锂电池;第二类是以用聚合物来凝胶化液态有机溶剂，或者直接用全固态聚合 物电解质的锂离子聚合物电池，称为锂离子电池，目前市场上大部分用的是锂离子电池，简称锂电池，本文 章分析的锂电池特是指锂离子电池。 产业概况 1、定义及特征 锂离子电池(下称"锂电池")是一种充电电池，它主 ...

作为全球动力电池领域的重要一员，孚能科技在ESG管理和实践，尤其是在可持续供应链上已经取得显 著成效。 在全球新能源转型的宏大叙事中，动力电池扮演着"核心枢纽"与"关键使能者"的双重角色。而动力电池 产业的可持续发展，更是全球可持续发展目标体系中不可或缺的一环。其终极目标在于，通过持续的技 术创新和完善的循环体系，最大化全链条实现绿色效益，使动力电池成为推动全球绿色发展的"强劲引 擎"。 作为全球动力电池领域的重要一员，孚能科技在ESG管理和实践，尤其是在可持续供应链上已经取得显 著成效。 在顶层设计上，孚能科技将ESG视为公司发展的重要战略基石，在常态化管理上，组建了由总经理统筹 领导的"决策层—管理层—执行层三级可持续发展治理架构，成立了可持续发展部，设立专岗专职负责 公司ESG专项工作，保障ESG治理深度融入公司战略并切实贯穿于日常运营。 目前，孚能科技构建了从上游供应链、自身生产、下游资源回收全链条的ESG实践生态。 孚能科技坚信，只有与供应商、合作伙伴及利益相关方共同努力，才能实现供应链的绿色转型与可持续 发展，为行业树立责任标杆，为社会创造长期价值。公司通过系统化的管理体系、严格的供应商评估机 制 ...

Core Viewpoint - The shareholders of Funeng Technology (孚能科技) plan to reduce their holdings, with a total of up to 24,442,077 shares, representing no more than 2.0000% of the company's total share capital [1][2][3] Group 1: Shareholder Reduction Plan - The shareholders involved in the reduction include Jiangxi Lida, Beijing Lida, Gongqingcheng Lida, and Shenzhen Lida, holding a total of 45,842,644 shares, which is 3.7511% of the total share capital [1][2] - The planned reduction will occur through block trading and/or centralized bidding, with a maximum of 12,221,038 shares to be sold via centralized bidding and up to 24,442,077 shares through block trading [2][3] - The reduction period is set from December 22, 2025, to March 21, 2026, with the shares being sourced from those acquired before the IPO [3] Group 2: Company Background - Funeng Technology was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on July 17, 2020, with an initial offering price of 15.90 yuan per share [5] - The total funds raised during the IPO amounted to 340,472.96 million yuan, with a net amount of 322,450.73 million yuan after deducting issuance costs [5][6] - The company has conducted two fundraising rounds, totaling 672,272.96 million yuan [7]

12月16日上市公司公告精选： 【热点】 4连板百大集团：公司股票价格短期涨幅较大，存在后续下跌风险。 【业绩】 中国太保：前11月太平洋人寿保险公司保费收入同比增长9.4%。 【增减持】 【合同中标】 【重大投资】 2连板航天信息：公司目前主营业务不涉及商业航天。 2连板航天电子：公司股票存在市场情绪过热的情形。 航天工程：公司主营业务不涉及商业航天。 星环科技：目前日常经营情况正常，不存在未披露重大信息。 品茗科技：目前生产经营正常，不存在未披露重大事项。 天普股份：公司股价累计涨幅较大，已累积巨大交易风险。 航天长峰：目前公司不从事商业航天等相关业务。 华塑股份：股东拟合计减持不超2%公司股份。 孚能科技：股东计划减持不超过2%公司股份。 【回购】 行动教育：拟以2000万元—2500万元回购股份。 诺瓦星云：拟以7500万元—1.5亿元回购股份。 中国西电：子公司中标合计10.05亿元南方电网项目。 保利联合（维权）：全资子公司下属控股子公司中标15.28亿元项目。 中科电气：拟约70亿元投建年产30万吨锂离子电池负极材料一体化项目。 沃尔核材：拟不超15亿元投资扩建水口产业园项目。 协创数据：拟不超 ...

一、宏观经济与市场分析 中央财办有关负责同志在解读中央经济工作会议精神时表示，扩大内需是明年排在首位的重点任务。 今年我国内需总体保持稳健，前三季度内需对经济增长贡献率达到71%，提振消费政策成效明显，扩大 有效投资扎实推进，但近几个月消费和投资增速有所放缓，需要持续加力扩内需。 二、上市公司重要公告 万科在上海清算所发布公告称，提议将2022年度第四期中期票据的本金兑付时间展期12个月至2026年12 月15日，于2025年12月15日到期的应付利息6000万元人民币在宽限期内（即2025年12月22日内）支付， 宽限期间未偿付本金按照3.00%计息，未偿付利息不计复利，展期期间票面利率维持3.00%不变，新增 利息随本金兑付一同支付，本期中期票据展期将由发行人提供相应的增信措施。 12月16日盘后，丽尚国潮、诺瓦星云、行动教育披露增持情况；宁波色母、赛微微电、德科立、华塑股 份、孚能科技在内的5家A股上市公司披露减持情况。 纳斯达克中国金龙指数收跌0.34%，中进医疗跌10.36%，康迪车业跌5.70%，复朗集团跌5.61%，小赢科 技跌4.07%，优品车跌4.05%。 国际油价方面，WTI原油日内跌3% ...

Group 1 - Company Chuangxin Data plans to purchase servers not exceeding 9 billion yuan to provide cloud computing services for clients [1] - Company CaiXun plans to jointly invest in a fund specifically for a humanoid robot company, contributing 5 million yuan [2] - Company JiuZhiYang confirms normal operations and no undisclosed significant matters [3] Group 2 - Company Aerospace Changfeng states it does not engage in commercial aerospace business [4] - Company Aerospace Engineering clarifies its main business does not involve commercial aerospace [5] - Company Aerospace Information reports its main products do not include commercial aerospace [6] Group 3 - Company Tianpu shares have increased by 486.07% since August 22, indicating significant trading risks [7] - Company BaiDa Group's stock price has risen by 46.44% in a short period, posing potential risks of decline [10] Group 4 - Company Haiyou New Materials plans to invest approximately 300 million yuan in a polymer special film production project in Chengdu [8] - Company Huasheng Technology intends to transfer production technology for 18 million yuan and invest in a related company [11] Group 5 - Company Wolong Nuclear Materials plans to invest up to 1.5 billion yuan to expand its production base [12] - Company Jidian plans to invest in a 100MW wind power project in Guangxi with a total investment of 564 million yuan [13] Group 6 - Company China Energy Construction announces the official operation of the first phase of the world's largest green hydrogen and ammonia project [15] - Company Silan Microelectronics has received approval for a 12-inch high-end analog integrated circuit chip production line project with an investment of 10 billion yuan [16] Group 7 - Company Jiangte Electric plans to contest the cancellation of mining rights for a lithium-containing mineral [17] - Company China General Nuclear Power has begun construction of the Ningde Unit 6 nuclear power project [19] Group 8 - Company China Pacific Insurance reports a 9.4% increase in premium income for its life insurance subsidiary [20] - Company Bozhong Precision Engineering sees a significant increase in orders for electric vehicle battery swap stations [21] Group 9 - Company Dekeli plans to reduce its holdings by up to 100,000 shares [22] - Company Action Education intends to repurchase shares worth 20 to 25 million yuan [23] Group 10 - Company Gansu Energy Chemical wins a 359 million yuan engineering project [26] - Company Huayou Cobalt signs a memorandum for the supply of 79,600 tons of ternary precursor products [28] - Company Zhongneng Electric and its subsidiaries win multiple projects totaling approximately 423 million yuan [29]

Group 1 - Action Education plans to repurchase shares worth between 20 million to 25 million yuan at a price not exceeding 45 yuan per share for employee stock ownership plans or equity incentives [1] - Fulin Technology's shareholders plan to reduce their holdings by up to 2% of the company's total shares, amounting to a maximum of 24.44 million shares starting from December 22, 2025 [2] - Huashu shares' shareholders intend to reduce their holdings by up to 1% of the company's total shares, which is a maximum of 35.94 million shares [3] Group 2 - Silan Microelectronics has obtained a filing certificate for its 12-inch high-end analog integrated circuit chip manufacturing production line project, with an investment of 10 billion yuan and a monthly production capacity of 20,000 wafers [4] - Aerospace Information confirms that its main business does not involve commercial aerospace and that its operations are normal without significant changes [5] - Qinglong Pipe Industry signed a supply contract worth 294 million yuan for PCCP and pressure steel pipes, accounting for 10.43% of its 2024 revenue [6] Group 3 - Huaxin Precision plans to invest up to 1 billion yuan of idle funds in low-risk financial products [7] - Hainan Rubber received insurance compensation totaling approximately 26.65 million yuan for rubber income and tree insurance [8] - Lianmei Holdings announced the suspension of its subsidiary Fulin Thermal Power due to economic slowdown and reduced customer demand [9] Group 4 - Ruifeng Bank has been approved to issue up to 2.5 billion yuan in secondary capital bonds to enhance its capital and risk resistance [11] - China Pacific Insurance reported a 9.4% year-on-year increase in premium income for its life insurance subsidiary, totaling 250.32 billion yuan [12] - Sunshine Nuohuo signed an agreement with Peking University to establish a joint laboratory for innovative drug development [13] Group 5 - Century Huatong completed the cancellation of 56.12 million repurchased shares, reducing its total share capital from 7.428 billion to 7.372 billion shares [14] - Yaxin Security received a government subsidy of 3 million yuan [15] - Haili Biology's subsidiary received registration certification for a bone repair material in Indonesia [16] Group 6 - Yian Technology's subsidiary secured a major project for magnesium alloy components worth 430 million yuan, expected to start production by the end of March 2026 [17] - Jiangte Electric plans to contest the proposed cancellation of its lithium-containing mining rights [18] - COFCO Technology announced the resignation of its deputy general manager due to work changes [19] Group 7 - Fangsheng Pharmaceutical passed the GMP compliance inspection for its raw material production lines [21] - Bohai Ferry announced the resignation of two deputy general managers for personal and age-related reasons [22] - ST Fuhua appointed a new general manager [23] Group 8 - Huazhong CNC received project funding of 17.7 million yuan, accounting for 31.97% of its audited net profit for 2024 [24] - Oppein Home used 15 million yuan of idle funds to purchase a large time deposit with a 0.9% annual yield [25] - China General Nuclear Power's Ningde Unit 6 has begun full construction, utilizing Hualong One technology with a capacity of 1210 MW [26] Group 9 - Jiayuan Technology's chairman has had the investigation order lifted, and the company is operating normally [27] - Fulaixin Materials' application for a specific stock issuance has been approved by the Shanghai Stock Exchange [28] - Shuhua Sports plans to invest up to 500 million yuan in a health industry park project [29] Group 10 - Rhine Biology's stock will continue to be suspended due to ongoing control change and asset acquisition plans [30] - Haishi Science received approval for clinical trials for four innovative drugs targeting various diseases [31] - Hangcai Co. plans to repurchase shares worth between 50 million to 100 million yuan at a price not exceeding 80 yuan per share [32] Group 11 - Yinxin Technology received a cash dividend of 18 million yuan from its subsidiary [33] - Tianfulong plans to increase its wholly-owned subsidiary's capital by 580 million yuan [34] - Poly United's subsidiary won a bid for a stripping project worth 1.528 billion yuan [35] Group 12 - Minglida's deputy general manager resigned due to health reasons [36] - ST Guohua appointed a new deputy general manager [37] - China Xidian's subsidiaries won contracts totaling 1.005 billion yuan for Southern Power Grid projects [38]

(本文来自第一财经) 孚能科技公告，股东江西立达、北京立达、共青城立达、深圳立达计划通过大宗交易方式和/或集中竞 价方式减持其持有的公司股份，拟减持股份数量合计不超过24442077股，拟减持股份合计占公司总股本 的比例不超过2.0000%。本次减持期间：通过集中竞价方式减持的，自公告披露之日起3个交易日后的3 个月内进行，且在任意连续90个自然日内减持股份的总数不超过公司股份总数的1.0000%暨12221038 股；通过大宗交易方式减持的，自公告披露之日起3个交易日后的3个月内进行，且在任意连续90个自然 日内减持股份的总数不超过公司股份总数的2.0000%暨24442077股。 ...

每经AI快讯，12月16日，孚能科技公告，公司股东江西立达新材料产业创业投资中心（有限合伙）、 北京立达高新创业投资中心（有限合伙）、共青城立达投资管理合伙企业（有限合伙）、深圳立达新能 源和先进制造创业投资合伙企业（有限合伙）合计持有公司4584.26万股，占公司总股本的3.7511%。上 述股东计划通过大宗交易方式和/或集中竞价方式减持公司股份，拟减持股份数量合计不超过2444.21万 股，合计占公司总股本的比例不超过2%。 ...

股东持股的基本情况 公司股东江西立达新材料产业创业投资中心（有限合伙）（以下简称"江西 立达"）、北京立达高新创业投资中心（有限合伙）（以下简称"北京立达"）、 共青城立达投资管理合伙企业（有限合伙）（以下简称"共青城立达"）、深圳立 达新能源和先进制造创业投资合伙企业（有限合伙）（以下简称"深圳立达"） 合计持有公司 45,842,644 股，占公司总股本的比例为 3.7511%。 证券代码：688567 证券简称：孚能科技 公告编号：2025-069 孚能科技（赣州）股份有限公司 股东减持股份计划公告 本公司董事会、全体董事及相关股东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： 减持计划的主要内容 江西立达、北京立达、共青城立达、深圳立达计划通过大宗交易方式和/或 集中竞价方式减持其持有的公司股份，拟减持股份数量合计不超过 24,442,077 股，拟减持股份合计占公司总股本的比例不超过 2.0000%。本次减持期间：通过 集中竞价方式减持的，自公告披露之日起 3 个交易日后的 3 个月内进行，且在任 意连续 90 个自 ...