（记者 王晓波） 壹石通（688733.SH）1月22日在投资者互动平台表示，1、2025年下半年以来，公司勃姆石产能利用率 已大幅提升，根据与主要客户沟通的预期情况，2026年勃姆石产品需求有望持续旺盛，公司将全力保 供，目前已启动产能扩张计划。 2、高镍电池的正极材料活性更高，对涂覆材料的安全性能要求也更 高，且涂覆面积更大，高镍三元电芯的隔膜往往是双面涂覆。公司的小粒径超细勃姆石能够满足这一更 高要求。 每经AI快讯，有投资者在投资者互动平台提问：公司勃姆石产品全球市占率连续多年第一，是宁德时 代核心供应商。2025年上半年锂电池出货量同比增长68%，请问当前勃姆石产能利用率如何？是否有扩 产计划匹配下游需求？针对高镍电池对涂覆材料的更高要求，公司在勃姆石技术升级（如纳米级形貌优 化）上有何进展？ ...

Core Viewpoint - The company has successfully recognized and achieved bulk sales of its small particle size barium stone products, which are being promoted in sodium-ion and semi-solid battery applications, indicating a positive growth trajectory for 2025 and beyond [1] Group 1: Product Development and Market Expansion - The small particle size barium stone products have gained recognition from key downstream customers and are now in bulk sales [1] - The application range of these products has expanded from lithium battery diaphragm coating and positive electrode edge coating to include safety coatings for lithium battery current collectors, leading to higher product premiums [1] Group 2: Financial Projections and Future Plans - The company anticipates significant growth in the shipment of these products by 2025, with an increasing proportion of revenue and gross margin from this segment [1] - Detailed financial data, profitability, and future operational plans will be disclosed in the company's upcoming 2025 annual report [1]

Group 1 - The core viewpoint of the article is that 壹石通 (688733.SH) has successfully established a customer base for its 勃姆石 products in Europe, which includes both Chinese enterprises and local battery manufacturers [1] - The first category of customers consists of Chinese enterprises with overseas factories located in Europe (including EU countries), and the company has already begun bulk supply of its 勃姆石 products to these clients [1] - The second category includes local battery manufacturers in Europe (including EU countries), to whom the company has also made small shipments of its 勃姆石 products [1]

格隆汇1月22日丨壹石通(688733.SH)在互动平台表示，公司暂未与长鑫存储发生直接业务关系。公司作 为上游功能性材料供应商，在芯片封装材料领域的直接客户是EMC（环氧塑封料）、GMC（颗粒状环 氧塑封料）、LMC（液态环氧塑封料）、Underfill（底部填充材料）等材料厂家。 ...

Group 1 - The core viewpoint of the article is that 壹石通 (688733.SH) has not established a direct business relationship with Changxin Storage [1] - The company operates as an upstream supplier of functional materials, specifically in the chip packaging materials sector [1] - The direct customers of the company include manufacturers of EMC (epoxy molding compound), GMC (granular epoxy molding compound), LMC (liquid epoxy molding compound), and Underfill materials [1]

Market Overview - The battery sector experienced a decline of 0.38% on the previous trading day, with Huasheng Lithium leading the drop [1] - The Shanghai Composite Index closed at 4126.09, down 0.31%, while the Shenzhen Component Index closed at 14248.6, up 0.56% [1] Top Gainers in Battery Sector - Yihuatong (688339) saw a closing price of 32.22, with a significant increase of 12.50% and a trading volume of 265,400 shares, totaling a transaction value of 848 million [1] - Fulim Precision (300432) closed at 20.17, up 7.92%, with a trading volume of 2,140,700 shares [1] - Xianhui Technology (688155) closed at 77.32, increasing by 6.35% with a trading volume of 77,000 shares [1] Top Losers in Battery Sector - Washington Electric (688353) closed at 104.69, down 5.67%, with a trading volume of 119,700 shares and a transaction value of 128 million [2] - Tianji Co. (002759) closed at 42.42, decreasing by 3.83% with a trading volume of 895,600 shares [2] - Daoshi Technology (300409) closed at 33.30, down 3.06%, with a trading volume of 1,703,200 shares [2] Capital Flow Analysis - The battery sector saw a net outflow of 2.89 billion in main funds, while retail investors had a net inflow of 2.93 billion [2] - The main funds showed a net inflow in several companies, including 32.5 million in Xianhui Technology (300450) and 181 million in Penghui Energy (300438) [3] - Retail investors had significant net inflows in companies like Yihuatong (688339) and Fulim Precision (300432), indicating a shift in investor sentiment [3]

Group 1 - The company has completed its first share repurchase plan on December 2, 2025, buying back 1,920,400 shares for a total amount of 54,976,441.96 RMB (excluding transaction fees) [1] - The second share repurchase plan was approved on November 24, 2025, allowing the company to repurchase shares at a price not exceeding 45.75 RMB per share, with a total fund amount between 20 million and 45 million RMB [2] - As of December 31, 2025, the company has repurchased a total of 13,900 shares, representing 0.0070% of the total share capital, with a total expenditure of 421,247.43 RMB [2] Group 2 - The company will adhere to relevant regulations and its share repurchase plan, making decisions based on market conditions and fulfilling information disclosure obligations [4]

Summary of Key Points Core Viewpoint - The company, 壹石通 (688733.SH), has conducted a share buyback, indicating a strategy to enhance shareholder value and confidence in its stock performance [1]. Group 1: Share Buyback Details - As of December 31, 2025, the company has repurchased a total of 13,900 shares, which represents 0.0070% of the company's total share capital [1]. - The highest price paid for the repurchased shares was 31.30 CNY per share, while the lowest price was 28.90 CNY per share [1]. - The total amount spent on the share buyback was 421,247.43 CNY, excluding transaction fees such as stamp duty and commissions [1].

证券代码：688733 证券简称：壹石通 公告编号：2026-001 安徽壹石通材料科技股份有限公司 关于 2025 年第二次以集中竞价交易方式回购公司股份 方案的回购进展公告 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 | 2025 年 11 月 24 日~2026 年 11 月 23 日 | | 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 | 13,900股 | | 累计已回购股数占总股本比例 | 0.0070% | | 累计已回购金额 | 421,247.43元 | | 实际回购价格区间 | 28.90元/股~31.30元/股 | 一、回购股份的基本情况 公司于 2025 年 11 月 24 日召开第四届董事会第十五次会议， ...

Core Viewpoint - The company announced a delay in the completion date of its "Technology Research and Development Center Construction Project" from 2025 to December 2026, which does not affect the investment content, total investment amount, or implementation entity, only the project timeline [2] Group 1: Project Delay Details - The delay is due to three main reasons: the complexity of the "Solid Oxide Battery (SOC) System R&D and Trial" subproject, low completeness of the domestic supply chain for key components, and the addition of a new implementation site, the Yishitong Carbon Neutrality Industrial Park, which impacts overall progress [3] - The company has invested a total of 1.01 billion yuan in the Technology Research and Development Center Construction Project, with a progress rate of 51.78% as of September 30, 2025 [2][3] Group 2: Financial Information - The company raised a net amount of 930 million yuan from a specific stock issuance in 2022, which is allocated for various projects including the construction of electronic functional powder materials and lithium battery coating projects [2] - As of September 30, 2025, the remaining balance of the raised funds is 180 million yuan, which is securely stored in a special account for raised funds [3]