五矿新能公告称，经证监许可，公司2022年发行可转债募资32.5亿元，实际净额32.38亿元。募投项目包 括车用锂电池正极材料扩产二期、年产6万吨磷酸铁锂等项目。截至2025年11月27日，上述两个项目结 项，累计投入资金21.56亿元，利息及理财收益净额3197.8万元，合计节余2.26亿元。节余主因是成本控 制、部分款项未支付及现金管理获益。公司拟将节余资金永久补充流动资金，募投专户销户，相关监管 协议终止，获董事会审计委员会及保荐机构同意。 ...

五矿新能源材料（湖南）股份有限公司 未来三年（2025 年-2027 年）股东分红回报规划 为建立和健全五矿新能源材料（湖南）股份有限公司（以下简称"公司"） 股东回报机制，增加利润分配政策决策透明度和可操作性，切实保护公众投资 者合法权益，根据《中华人民共和国公司法》（以下简称"《公司法》"）、 《中华人民共和国证券法》（以下简称"《证券法》"）以及《上市公司监管 指引第 3 号——上市公司现金分红》等相关法律、法规和规范性文件以及《五 矿新能源材料（湖南）股份有限公司章程》（以下简称"《公司章程》"）的 有关规定，公司董事会结合公司实际情况，制订了公司《未来三年（2025 年- 2027 年）股东分红回报规划》（以下简称"本规划"）。具体内容如下： 一、公司制订本规划考虑的因素 公司制订本规划，着眼于公司的长远和可持续发展，在综合分析公司经营 发展实际、股东要求和意愿、社会资金成本、外部融资环境等因素的基础上， 充分考虑公司目前及未来盈利规模、现金流量状况、发展所处阶段、项目投资 资金需求、银行信贷及债权融资环境等情况，建立对投资者持续、稳定、科学 的回报机制，从而对利润分配作出制度性安排，以保持利润分配 ...

（文章来源：证券日报） 证券日报网讯 12月5日，五矿新能在互动平台回答投资者提问时表示，今年以来，公司持续聚焦主业， 通过深化客户关系体系、拓宽技术研发渠道、完善产品工艺流程、严把质量关口等举措，经营情况持续 改善，呈现稳步增长的良好态势。 ...

五矿新能在投资者互动平台回答称，展望十五五，公司将持续深化拓展前沿研发，在固态电池正极、富 锂锰基等重点领域发力。截至目前，公司全固态电池用正极材料已实现吨级出货。 ...

五矿新能（688779.SH）12月5日在投资者互动平台表示，尊敬的投资者，您好！展望十五五，公司将 持续深化拓展前沿研发，在固态电池正极、富锂锰基等重点领域发力。截至目前，公司全固态电池用正 极材料已实现吨级出货。感谢您的关注！ 每经AI快讯，有投资者在投资者互动平台提问：董秘您好！请问贵公司在十五五规划中围绕固态电池 方面的战略？公司是否有信心有能力在重大电池技术迭代中实现历史性跨越式发展？ （文章来源：每日经济新闻） ...

五矿新能在互动平台表示，展望十五五，公司将持续深化拓展前沿研发，在固态电池正极、富锂锰基等 重点领域发力。截至目前，公司全固态电池用正极材料已实现吨级出货。 ...

格隆汇12月5日丨五矿新能(688779.SH)在互动平台表示，展望十五五，公司将持续深化拓展前沿研发， 在固态电池正极、富锂锰基等重点领域发力。截至目前，公司全固态电池用正极材料已实现吨级出货。 ...

Group 1 - On November 20, Minmetals New Energy executed a block trade of 503,000 shares, with a transaction value of 3.9938 million yuan, accounting for 0.78% of the total trading volume for the day [1] - The transaction price was 7.94 yuan, which remained stable compared to the market closing price of 7.94 yuan [1] Group 2 - The trading date for the transaction was November 20, 2025, with the stock code 688779 for Minmetals New Energy [2] - The buying brokerage was "Limited Public Commodity Fund Management," and the selling brokerage was identified as "180" [2]

Investment Rating - The report does not explicitly state an investment rating for the industry [1]. Core Views - The price of photovoltaic silicon wafers continues to be under pressure due to reduced demand from downstream battery segments, leading to a significant decrease in orders and subsequent price drops. Some second and third-tier companies are forced to clear inventory, causing further price declines. A slight rebound in N-type 183mm silicon wafer prices was noted after several companies attempted to stabilize prices [4][2]. - In the industrial gas sector, the price of liquid argon has increased by 7.94% to 829 RMB/ton, while the prices of liquid oxygen and nitrogen have decreased by 2.54% and 4.6%, respectively. The overall price trend is stable, with no significant upward pressure expected in the near future [4][2]. - The automotive market saw a slight decline in retail sales in early November, with a year-on-year decrease of 19%. However, long-term growth in sales is anticipated due to upcoming tax incentives for electric vehicles [4][2]. Summary by Sections Market Overview - The mechanical equipment, electric power equipment, and automotive industry indices experienced declines of -2.22%, -0.8%, and -2.11%, respectively, ranking 28th, 23rd, and 26th among 31 first-level industries [9][1]. Industry News and Key Company Announcements - Longi Green Energy plans to acquire approximately 61.9998% of Suzhou Jingkong Energy Technology Co., Ltd., marking its entry into the energy storage sector [22][2]. - The domestic inventory of photovoltaic components has continued to decline, with a 0.6GW reduction noted in the second week of November [22][2]. - The Inner Mongolia government has outlined plans to significantly develop renewable energy, aiming for over 300 million kW of installed renewable energy capacity by 2030 [22][2].

Group 1 - The company WISCO New Energy reported that as of November 10, the number of shareholders reached 47,519 [2]