累计转股情况：五矿新能源材料（湖南）股份有限公司（以下简称"公 司"）向不特定对象发行可转换公司债券"锂科转债"自 2023 年 4 月 17 日开始 转股。截至 2026 年 3 月 31 日，"锂科转债"共有人民币 210,000 元已转换为公 司股票，转股数量为 13,328 股，占"锂科转债"转股前公司已发行股份总额的 0.000691%。 未转股可转债情况：截至 2026 年 3 月 31 日，"锂科转债"尚未转股的 可转债金额为人民币 3,249,790,000 元，占"锂科转债"发行总量的 99.993538%。 | 证券代码：688779 | 证券简称：五矿新能 | 公告编号：2026-009 | | --- | --- | --- | | 转债代码：118022 | 转债简称：锂科转债 | | 五矿新能源材料（湖南）股份有限公司 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： 本季度转股情况：2026 年 1 月 1 日至 2026 年 3 月 31 日期间， ...

| 证券代码：688779 | 证券简称：五矿新能 | 公告编号：2026-008 | | --- | --- | --- | | 转债代码：118022 | 转债简称：锂科转债 | | 关于不向下修正"锂科转债"转股价格的公告 五矿新能源材料（湖南）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。 重要内容提示： 截至 2026 年 3 月 13 日，五矿新能源材料（湖南）股份有限公司（以下 简称"公司"）股价已触发"锂科转债"转股价格向下修正条款。 经公司第三届董事会第七次会议审议，公司董事会决定本次不向下修正 转股价格，同时在未来六个月内（即自本次触发修正条件的次一交易日 2026 年 3 月 16 日起至 2026 年 9 月 15 日），如再次触发"锂科转债"转股价格向下修 正条件，亦不提出向下修正方案。 （一）经中国证券监督管理委员会《关于同意湖南长远锂科股份有限公司向 不特定对象发行可转换公司债券注册的批复》（证监许可〔2022〕1784 号）同 意注册，公司于 2022 年 10 月 11 日向 ...

| 证券代码：688779 | 证券简称：五矿新能 | 公告编号：2026-007 | | --- | --- | --- | | 转债代码：118022 | 转债简称：锂科转债 | | 五矿新能源材料（湖南）股份有限公司 关于"锂科转债"预计触发转股价格向下修正条件的 提示性公告 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。 特别提示： 2026 年 2 月 13 日至 2026 年 3 月 6 日，五矿新能源材料（湖南）股份有 限公司（以下简称"公司"）股票已有 10 个交易日的收盘价低于当期转股价格 的 85%（即 13.20 元/股），预计触发转股价格向下修正条件。若触发条件，公 司将于触发条件当日召开董事会审议决定是否修正转股价格，并及时履行信息披 露义务。敬请广大投资者注意投资风险。 一、可转债发行上市概况 （一）经中国证券监督管理委员会《关于同意湖南长远锂科股份有限公司向 不特定对象发行可转换公司债券注册的批复》（证监许可〔2022〕1784 号）同 意注册，公司于 2022 年 10 月 11 日向不特定 ...

Core Viewpoint - The company reported significant growth in its 2025 annual performance, with total revenue increasing by 68.62% year-on-year, driven by the booming demand in the new energy materials market, particularly in the electric vehicle and energy storage sectors [5]. Financial Data and Indicators - Total revenue for 2025 reached RMB 934,008.73 million, marking a year-on-year increase of 68.62% [5]. - The total profit amounted to RMB 10,554.91 million, while the net profit attributable to shareholders was RMB 22,803.96 million, indicating a turnaround from losses to profits [5]. - The net profit after deducting non-recurring gains and losses was RMB 21,936.41 million, also reflecting a significant improvement [5]. - Total assets at the end of the reporting period were RMB 1,617,402.96 million, an increase of 25.87% compared to the beginning of the year [5]. - Shareholders' equity attributable to the company increased by 3.04% to RMB 725,685.46 million [5]. Business Performance and Financial Condition - The company capitalized on the rapid growth of the new energy vehicle and energy storage industries, which positively impacted the demand for new energy materials [5]. - The company enhanced its main business profitability through technical accumulation and refined operational management, leading to steady profit growth [5]. - Sales volume of cathode materials reached approximately 115,500 tons, representing a year-on-year growth of about 62.68%, showcasing strong growth resilience and market competitiveness [5].

Group 1 - The company, Wenkang New Energy, announced a projected operating revenue of 9340.09 million yuan for the year 2025, representing a year-on-year increase of 68.62% [2] - The net profit attributable to shareholders of the listed company is expected to be 228.04 million yuan, marking a turnaround from loss to profit compared to the previous year [2]

Core Viewpoint - Wuxi Mining New Energy (688779.SH) reported a significant increase in revenue and profitability for the year 2025, driven by the growth in the new energy materials market and the company's operational efficiency [1] Group 1: Financial Performance - The total operating revenue for 2025 reached 9.34 billion yuan, representing a year-on-year increase of 68.62% [1] - The net profit attributable to shareholders of the listed company was 228 million yuan, marking a turnaround from a loss to profitability [1] Group 2: Industry Trends - The new energy vehicle and energy storage industries continued to experience rapid growth, contributing to a steady increase in demand for new energy materials [1] - The company capitalized on industry development opportunities, enhancing its main business profitability through technological accumulation and refined operational management [1] Group 3: Product Performance - The sales volume of cathode materials saw a rapid increase, totaling approximately 115,500 tons for the year, which is a year-on-year growth of about 62.68% [1] - This performance indicates strong growth resilience and market competitiveness for the company [1]

Core Viewpoint - Wenkang New Energy (688779.SH) reported a significant increase in revenue and profitability for the year 2025, driven by the growth in the new energy materials market and the company's operational efficiency [1] Group 1: Financial Performance - The total operating revenue for 2025 reached 9.34 billion yuan, representing a year-on-year increase of 68.62% [1] - The net profit attributable to shareholders was 228 million yuan, marking a turnaround from a loss to profitability [1] Group 2: Industry Growth - The new energy vehicle and energy storage industries continued to experience rapid growth, contributing to the steady increase in demand for new energy materials [1] - The company's positive performance reflects its ability to capitalize on industry development opportunities [1] Group 3: Operational Efficiency - The company enhanced its main business profitability through technological accumulation and refined operational management [1] - Sales volume of cathode materials reached approximately 115,500 tons, showing a year-on-year growth of about 62.68%, indicating strong growth resilience and market competitiveness [1]

Core Viewpoint - The company reported significant growth in revenue and profit for the year 2025, driven by the expanding demand in the new energy materials market due to the rapid growth of the electric vehicle and energy storage industries [1] Group 1: Financial Performance - The company achieved total operating revenue of 9.34 billion yuan in 2025, representing a year-on-year increase of 68.62% [1] - The net profit attributable to shareholders was 228 million yuan, with a net profit of 219 million yuan after deducting non-recurring gains and losses, marking a turnaround from losses to profits [1] Group 2: Industry Trends - The new energy vehicle and energy storage industries continued to experience rapid growth, which positively impacted the demand for new energy materials [1] - The company capitalized on industry development opportunities, enhancing its main business profitability through technological accumulation and refined operational management [1] Group 3: Product Performance - The sales volume of the company's positive electrode materials saw a rapid increase, reaching approximately 115,500 tons for the year, which is a year-on-year growth of about 62.68% [1] - This performance demonstrates the company's strong growth resilience and market competitiveness [1]

Core Viewpoint - Wenkang New Energy (688779.SH) reported a significant increase in revenue and profit for the year 2025, driven by the growth in the new energy materials market and the company's operational efficiency [1] Group 1: Financial Performance - The company achieved a total operating revenue of 9.34 billion yuan in 2025, representing a year-on-year increase of 68.62% [1] - The net profit attributable to shareholders reached 228 million yuan, with a net profit excluding non-recurring gains and losses of 219 million yuan, marking a turnaround from previous losses [1] Group 2: Industry Growth - The new energy vehicle and energy storage industries continued to experience rapid growth, contributing to a steady increase in demand for new energy materials [1] - The company's sales volume of cathode materials increased significantly, reaching approximately 115,500 tons, which is a year-on-year growth of about 62.68%, demonstrating strong growth resilience and market competitiveness [1]

Financial Performance - Total operating revenue for 2025 reached RMB 934,008.73 million, an increase of 68.62% year-on-year[4] - Net profit attributable to shareholders was RMB 22,803.96 million, compared to a loss of RMB 50,758.14 million in the previous year[4] - Basic earnings per share improved to RMB 0.12, compared to a loss of RMB 0.26 in the previous year[4] Sales and Production - The sales volume of cathode materials increased to approximately 115,500 tons, a year-on-year growth of about 62.68%[6] Assets and Equity - Total assets at the end of the reporting period were RMB 1,617,402.96 million, up 25.87% from the beginning of the year[6] - Shareholders' equity attributable to the parent company increased to RMB 725,685.46 million, a rise of 3.04%[6] Business Strategy - The company capitalized on the rapid growth of the new energy vehicle and energy storage industries, driving demand for new energy materials[6] - The company emphasized enhancing its main business profitability through technical accumulation and refined operational management[6] Financial Reporting - The financial data presented is preliminary and unaudited, with final figures to be disclosed in the annual report[8] - Investors are advised to be aware of investment risks associated with the preliminary financial data[8]