Core Viewpoint - The company expects a significant decline in net profit for the year 2025, with projections indicating a loss between 16.50 million to 24.50 million yuan, and a loss of 49.00 million to 59.00 million yuan when excluding non-recurring gains and losses [1] Group 1: Financial Performance - The company's revenue is expected to grow year-on-year due to a substantial increase in sales of lithium battery coating materials, driven by the rapid growth in demand from the electric vehicle and energy storage markets [1] - The projected net profit and net profit excluding non-recurring items are expected to decline significantly compared to the previous year, primarily due to a low base effect from the previous year [1] Group 2: R&D and Innovation - The company has accelerated its innovation efforts, with increased R&D expenditures on key projects such as artificially synthesized high-purity quartz sand and solid oxide fuel cells compared to the previous year [1] Group 3: Management and Expenses - The company is undergoing management reforms aimed at transitioning to a new phase of systematic growth, resulting in a significant increase in management expenses compared to the same period last year [1] - The implementation of a new employee stock ownership plan has led to an increase in share-based payment expenses, compounded by a high amount of share-based payment expenses recognized in the same period last year [1]

Core Viewpoint - The company has successfully completed its first share repurchase plan for 2025 and is currently implementing its second share repurchase plan, aimed at employee stock ownership and equity incentives. Group 1: First Share Repurchase Plan - The first share repurchase plan was approved on September 11, 2025, allowing the company to repurchase shares at a price not exceeding RMB 40.69 per share, with a total fund of no less than RMB 30 million and no more than RMB 55 million [2] - The company repurchased a total of 1,920,400 shares, with a total expenditure of RMB 54,976,441.96 (excluding transaction fees) by December 2, 2025 [2][6] - The details of the first repurchase plan were disclosed on the Shanghai Stock Exchange on December 4, 2025 [3] Group 2: Second Share Repurchase Plan - The second share repurchase plan was approved on November 24, 2025, allowing repurchases at a price not exceeding RMB 45.75 per share, with a total fund of no less than RMB 20 million and no more than RMB 45 million [4] - The company is currently executing the second repurchase plan, having repurchased 77,600 shares as of January 28, 2026, with a total expenditure of RMB 2,306,997.00 (excluding transaction fees) [6] - The maximum and minimum prices for the second repurchase were RMB 32.00 and RMB 28.42 per share, respectively [6] Group 3: Overall Repurchase Progress - As of January 28, 2026, the total shares repurchased under both plans amounted to 1,998,000 shares, representing 1.0001% of the company's total share capital [5] - The company will continue to adhere to relevant regulations and disclose information regarding the share repurchase progress in a timely manner [7]

Group 1 - The core point of the article is that Yishitong (688733.SH) has announced its share repurchase plan, which has been executed successfully, with a total of 1,998,000 shares repurchased, accounting for 1.0001% of the company's total share capital [1] Group 2 - The share repurchase was conducted through the Shanghai Stock Exchange trading system via centralized bidding [1] - The repurchase is part of the company's strategy to enhance shareholder value and reflects its confidence in future growth [1] - The repurchase plan is set to continue until January 28, 2026, indicating a long-term commitment to this strategy [1]

1 证券代码：688733 证券简称：壹石通 公告编号：2026-002 安徽壹石通材料科技股份有限公司 关于以集中竞价交易方式回购公司股份比例达到 1% 暨回购进展公告 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。 | 回购方案首次披露日 | 2025/11/26，由公司董事会提议 | | --- | --- | | 回购方案实施期限 | 年 月 年 月 日 2025 11 24 日~2026 11 23 | | 预计回购金额 | 2,000万元~4,500万元 | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 | | | □用于转换公司可转债 | | | □为维护公司价值及股东权益 | | 累计已回购股数 | 77,600股 | | 累计已回购股数占总股本比例 | 0.0388% | | 累计已回购金额 | 2,306,997.00元 | | 实际回购价格区间 | 28.42元/股~32.00元/股 | 重要内容提示： 注：以上表格内容为安徽壹石通材料科技股份有限公司（以下简称"公司"）2025 年 ...

格隆汇1月28日丨壹石通(688733.SH)公布，截至2026年1月28日，公司2025年第一次、2025年第二次回 购股份方案通过上海证券交易所交易系统以集中竞价交易方式已累计回购公司股份1,998,000股，占公司 总股本的比例为1.0001%。 ...

Core Insights - The core value of current collector coating materials lies in improving electrode interface performance, addressing traditional issues such as weak adhesion, high resistance, and corrosion susceptibility, making them essential for high energy density batteries [1][2] Industry Overview - Current collector coating materials are functional materials applied to the surfaces of battery current collectors, composed of carbon-based materials, conductive polymers, and other components, enhancing interface performance [2][4] - The market for current collector coating materials in China is projected to reach 7.18 billion yuan by 2025, with a year-on-year growth rate exceeding 38%, and is expected to further increase to 9.91 billion yuan in 2026 [1][6] Market Drivers - The demand for current collector coating materials is primarily driven by the rapid expansion of the lithium battery industry and the explosive growth of the new energy vehicle and energy storage markets [1][6] - The Chinese lithium battery industry is experiencing significant growth, with shipments expected to rise from 142.7 GWh in 2020 to 1,888.6 GWh in 2025, reflecting a compound annual growth rate of 69.4% [10] Policy Support - The Chinese government has introduced multiple policies to support the development of the energy electronics industry, emphasizing innovation, safety standards, and environmental requirements, which collectively promote the growth of the current collector coating materials sector [5][11] Industry Trends - The current collector coating materials industry is expected to evolve towards high-end technology, integrated industry structures, and diversified applications, with a focus on domestic substitution of core materials and expanding application scenarios [1][12] - Future technological advancements will include multi-functional composite coatings and low-VOCs green processes, enhancing performance for high energy density battery systems [13] - The industry is likely to see consolidation, with leading companies extending their value chains and focusing on domestic production of critical materials [14] - Application scenarios are expanding from power batteries and energy storage to consumer electronics and hydrogen energy storage, driving demand for customized products [15]

Core Viewpoint - The company expects a significant increase in the utilization rate of its barium stone production capacity starting from the second half of 2025, with strong demand anticipated for barium stone products in 2026 [2] Group 1: Production and Capacity - The company has initiated a capacity expansion plan to meet the expected strong demand for barium stone products [2] - The utilization rate of barium stone production capacity has been significantly improved [2] Group 2: Market Demand - Communication with major customers indicates that the demand for barium stone products is expected to remain robust in 2026 [2] Group 3: Product Specifications - High-nickel batteries require higher performance in coating materials, which also necessitates greater safety standards and larger coating areas [2] - The company's small particle size ultra-fine barium stone can meet the higher requirements for high-nickel ternary battery separators, which are often double-coated [2]

证券日报网讯1月22日，壹石通在互动平台回答投资者提问时表示，公司勃姆石产品的欧洲客户分为两 大类，第一类为中资企业的欧洲(含欧盟国家)海外工厂，公司勃姆石产品已经批量供货；第二类为欧洲 (含欧盟国家)本土电池厂，公司勃姆石产品也已有少量出货。 ...

Core Viewpoint - The company has successfully established a presence in the European market for its barium stone products, catering to both Chinese enterprises with overseas factories and local European battery manufacturers [2] Group 1: Customer Segmentation - The company's barium stone products are supplied to two main categories of customers in Europe: Chinese enterprises with overseas factories and local European battery manufacturers [2] - The company has already begun bulk supply to Chinese enterprises and has made some initial shipments to local European battery factories [2] Group 2: Revenue Contribution - Currently, the revenue from barium stone products targeted at European customers constitutes a relatively small portion of the company's overall revenue [2] - The sales strategy for these products involves distribution through agents [2]

每经AI快讯，有投资者在投资者互动平台提问：公司对欧洲地区的客户已经提供服务，请问目前是否 向欧盟国家出口产品？ （记者 王晓波） 壹石通（688733.SH）1月22日在投资者互动平台表示，公司勃姆石产品的欧洲客户分为两大类，第一 类为中资企业的欧洲（含欧盟国家）海外工厂，公司勃姆石产品已经批量供货；第二类为欧洲（含欧盟 国家）本土电池厂，公司勃姆石产品也已有少量出货。 ...