Core Viewpoint - The company has achieved ton-level supply of semi-solid battery cathode materials and has entered the A-level full battery evaluation with core customers for all-solid-state battery cathode materials [1] Group 1: Product Development - The company is focusing on the development of a new generation of solid electrolytes with high environmental stability and high voltage characteristics through industry-academia-research collaboration [1] - The company specializes in key materials for batteries and has not yet ventured into solid-state battery preparation technology [1]

Core Viewpoint - The company has successfully developed sodium-ion cathode materials and achieved ton-level sales, indicating a significant advancement in its product offerings [1] Group 1: Product Development - The company has established a layered sodium-ion cathode material that has reached the stage of ton-level sales [1] - Continuous investment in research and development is being made to enhance the product lineup, particularly in lithium iron phosphate (LFP) products [1] - The company has sufficient orders for its LFP products, and the production capacity utilization remains high [1] Group 2: Production and Delivery - The fourth generation of products has completed process validation, enabling large-scale delivery [1]

Core Viewpoint - The company has successfully developed sodium-ion cathode materials and achieved ton-level sales, indicating a significant advancement in its product offerings [1] Group 1: Product Development - The company has finalized the layered sodium-ion cathode materials, which are now in production [1] - Ongoing research and development investments are being made to enhance lithium iron phosphate (LFP) product offerings [1] - The company has completed process validation for its fourth-generation products, enabling large-scale delivery [1] Group 2: Production and Orders - The company reports a strong order backlog for its LFP products, maintaining a high capacity utilization rate [1]

Group 1 - The core viewpoint of the news is that Wenkang New Energy has seen a significant increase in stock price, rising by 5.22% to 7.86 CNY per share, with a trading volume of 384 million CNY and a turnover rate of 2.61%, resulting in a total market capitalization of 15.164 billion CNY [1] - Wenkang New Energy Materials (Hunan) Co., Ltd. is located in Changsha, Hunan Province, and was established on June 18, 2002, with its listing date on August 11, 2021. The company specializes in the research, production, and sales of high-efficiency battery cathode materials [1] - The main business revenue composition of Wenkang New Energy is as follows: cathode materials account for 97.76%, raw material sales for 1.63%, and others for 0.61% [1] Group 2 - From the perspective of major fund holdings, data shows that one fund under Dacheng Fund has a significant position in Wenkang New Energy. Dacheng Jingheng Mixed A (090019) held 3.1348 million shares in the third quarter, accounting for 1.61% of the fund's net value, ranking as the ninth largest holding [2] - Dacheng Jingheng Mixed A (090019) was established on June 15, 2012, with a latest scale of 694 million CNY. Year-to-date, it has achieved a return of 45.01%, ranking 1443 out of 8147 in its category; over the past year, it has returned 39.18%, ranking 1265 out of 8056; and since inception, it has returned 386.91% [2] - The fund manager of Dacheng Jingheng Mixed A (090019) is Su Bingyi, who has a cumulative tenure of 13 years and 280 days, managing total fund assets of 1.9 billion CNY. During his tenure, the best fund return was 256.29%, while the worst was -71.74% [2]

Group 1 - The core viewpoint of the news is that Wenkang New Energy has seen a significant increase in its stock price, rising by 5.22% to 7.86 CNY per share, with a trading volume of 383 million CNY and a turnover rate of 2.60%, resulting in a total market capitalization of 15.164 billion CNY [1] - Wenkang New Energy Materials (Hunan) Co., Ltd. is located in Changsha, Hunan Province, and was established on June 18, 2002, with its listing date on August 11, 2021. The company specializes in the research, production, and sales of high-efficiency battery cathode materials [1] - The main business revenue composition of Wenkang New Energy is as follows: cathode materials account for 97.76%, raw material sales 1.63%, and other revenues 0.61% [1] Group 2 - From the perspective of Wenkang New Energy's top ten circulating shareholders, a fund under Southern Fund is among them. The Southern CSI 1000 ETF (512100) reduced its holdings by 104,100 shares in the third quarter, now holding 10.5808 million shares, which represents 0.55% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 76.63 billion CNY. Year-to-date, it has achieved a return of 28.45%, ranking 1974 out of 4216 in its category; over the past year, it has returned 19.26%, ranking 2173 out of 3922; and since inception, it has returned 13.67% [2] - The fund manager of Southern CSI 1000 ETF (512100) is Cui Lei, who has been in the position for 7 years and 6 days, managing a total fund asset size of 122.76 billion CNY, with the best fund return during his tenure being 178.4% and the worst being -15.93% [2]

Core Points - The company, Minmetals New Energy Materials (Hunan) Co., Ltd., will hold a Q3 2025 performance briefing on November 14, 2025, from 14:00 to 15:00 [2][4] - The briefing will be conducted in an interactive online format via the Shanghai Stock Exchange Roadshow Center [3][4] - Investors can submit questions for the briefing from November 7 to November 13, 2025, and the company will address common concerns during the session [2][5] Meeting Details - The meeting will take place at the Shanghai Stock Exchange Roadshow Center [4] - Key participants include the Chairman, General Manager, Independent Directors, and the Chief Financial Officer of the company [4][5] - Investors can access the meeting online and will have the opportunity to ask questions in real-time [5][6] Investor Participation - Investors are encouraged to log in to the Shanghai Stock Exchange Roadshow Center to participate in the briefing [5] - Questions can be submitted through the Roadshow Center's website or via the company's email before the deadline [5] - After the meeting, the main content and outcomes will be available for review on the Roadshow Center [5][6]

五矿新能源材料(湖南)股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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： 会议召开时间：2025 年 11 月 14 日（星期五）下午 14:00-15:00 会议召开地点：上海证券交易所上证路演中心（网址：https://roadshow.s seinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 11 月 07 日（星期五）至 11 月 13 日（星期四）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 cylico@ minmetals.com 进行提问。公司将在说明会上对投资者普遍关注的问题进行回 答。 | 证券代码：688779 | 证券简称：五矿新能 | 公告编号：2025-054 | | --- | --- | --- | | 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（以下简称"公司"）已于 2025 年 10 月 24 日发布公 ...

Core Points - The company guarantees the authenticity, accuracy, and completeness of the quarterly report, and assumes legal responsibility for any false records or misleading statements [2][3][4] Financial Data - The financial statements for the third quarter are unaudited, and there are no non-standard audit opinions applicable [3][7] - The report period refers to the three-month period from the beginning to the end of the quarter [3] - The company has identified non-recurring gains and losses, and the reasons for classifying certain items as non-recurring are to be explained [4][5] Shareholder Information - The total number of ordinary shareholders and the situation of the top ten shareholders are provided, but there are no changes in the lending of shares due to transfer and financing [6] Other Important Information - There are no additional important reminders regarding the company's operational situation during the reporting period [6]

Major Events - Former Chairman of Beiyin Wealth Management, Fang Yi, has joined Huaxia Bank as Chief Risk Officer, pending regulatory approval [4] - Xilai Materials' subsidiary plans to invest 2 billion yuan in a semiconductor core component project, expected to generate over 1.5 billion yuan in annual output after reaching production [5][6] - Huatai Securities' subsidiary Huatai Futures has appointed Zhao Changtao as the new chairman [7] - Chuanfa Longmang's subsidiary plans to invest 366 million yuan in a 100,000 tons/year lithium dihydrogen phosphate project [8] - Huagong Technology is planning to issue H-shares and apply for listing on the Hong Kong Stock Exchange [9] - Jiangsu Leili's actual controller has changed from Su Jianguo to both Su Jianguo and Su Da due to internal share transfers [10] - Electric Power Investment Energy has been unable to contact independent director Han Fang, but this does not affect the board's operation [11] - Qiaqia Food's subsidiary is establishing an investment company focused on the leisure food industry with a total investment of 4 billion yuan [12][13] - Steel Research High-tech plans to set up a wholly-owned subsidiary in Saudi Arabia with an investment of up to 138 million yuan [14] - Yangjie Technology has terminated the acquisition of 100% equity in Better Electronics due to differences in business types and management [15] Performance Reports - Youfa Group reported a 2320.53% increase in net profit for Q3, despite a 3.97% decline in revenue [16] - Zhuoyi Information's net profit increased by 2074.65% in Q3, with revenue growth of 2.52% [17] - North Navigation's Q3 net profit surged by 1681.27%, with a 52.12% increase in revenue [18] - Tianneng Heavy Industry's net profit grew by 1359.03% in Q3, driven by increased sales of tower tubes [19] - Te Yi Pharmaceutical's net profit rose by 985.18% in Q3, with significant growth in traditional Chinese medicine sales [20] - Hualgreen Bio's Q3 net profit increased by 619.37%, with a 35.24% rise in revenue [21] - Zhenlei Technology's net profit grew by 598.09% in Q3, supported by strong revenue growth [22] - Shengyi Electronics expects a net profit increase of 476% to 519% for the first three quarters of 2025 [23] - Glodon reported a 244.89% increase in Q3 net profit, despite a slight decline in revenue [24] - Yingli Co., Ltd. saw a 229.14% increase in Q3 net profit, with a 14.73% rise in revenue [25] - Guangkang Biochemical's Q3 net profit increased by 236.87%, despite a decline in revenue [26] - High-speed Electric's Q3 net profit rose by 242.35%, with a 44.51% increase in revenue [27] - Wide Special Materials reported a 213.65% increase in net profit for Q3, driven by improved gross margins [28] - Baofeng Energy's Q3 net profit increased by 162.34%, attributed to increased production capacity [29] - Sanfu Co., Ltd. reported a 162.25% increase in Q3 net profit, driven by improved profitability of potassium and silane products [30] - Wuku New Energy's Q3 net profit increased by 106.31%, despite a loss in the first three quarters [32] - Pioneering Technology's Q3 net profit grew by 94.01%, supported by a recovery in the household energy storage market [33] - Sanlife Guojian's net profit increased by 71.15% in Q3, driven by project collaboration and CDMO business growth [34] - BGI Genomics reported a loss of 120 million yuan in the first three quarters, despite revenue growth [35] - Rejing Bio reported a net loss of 10.9 million yuan in the first three quarters, impacted by industry policies [36] - Jiangshan Oupai reported a net loss of 51.58 million yuan in Q3, attributed to market downturns and increased competition [38] - Taiping Bird reported a net loss of 49.45 million yuan in Q3, due to declining revenue and increased inventory losses [39] - Zhongke Tongda reported a loss of 6.87 million yuan in the first three quarters, affected by project delays and market competition [40] - Wolong New Energy reported a loss of 579.7 thousand yuan in Q3, transitioning from profit to loss [41] Major Contracts - Jinggong Steel Structure signed a significant overseas project contract worth approximately 1.23 billion yuan [42][43] - New Beiyang's subsidiary won a 105 million yuan postal equipment outsourcing project [44] - Maipu Medical plans to sign product sales agency agreements with related parties, with estimated procurement amounts of 21.5 million yuan and 3.5 million yuan [45] Shareholding Changes - Yunlu Co., Ltd. shareholder Guo Keyun plans to reduce his stake by up to 3% [46] Financing - Xinda Securities has received approval from the CSRC to issue up to 10 billion yuan in technology innovation corporate bonds [47]

Group 1 - HuanGong Technology plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance its global strategy and competitiveness [1] - XinLai YingCai's subsidiary plans to invest 2 billion yuan in a semiconductor core component project, aiming for an annual output value exceeding 1.5 billion yuan [2] - ChuanFa LongMang's subsidiary intends to invest 366 million yuan in a 100,000 tons/year lithium dihydrogen phosphate project to strengthen its new energy materials business [4] Group 2 - YouFa Group reported a net profit increase of 2320.53% in Q3, with a revenue of 13.104 billion yuan, down 3.97% year-on-year [6] - ZhuoYi Information's Q3 net profit rose by 2074.65%, with revenues of 88.8168 million yuan, up 2.52% year-on-year [5] - BeiFang Navigation's Q3 net profit increased by 1681.27%, with revenues of 765 million yuan, up 52.12% year-on-year [6] Group 3 - TianNeng Heavy Industry reported a Q3 net profit growth of 1359.03%, with revenues of 1.055 billion yuan, up 59.33% year-on-year [7][8] - TeYi Pharmaceutical's Q3 net profit increased by 985.18%, with revenues of 201 million yuan, up 41.49% year-on-year [9] - HuaLv Biological's Q3 net profit grew by 619.37%, with revenues of 369 million yuan, up 35.24% year-on-year [10] Group 4 - ShengYi Electronics expects a net profit increase of 476% to 519% for the first three quarters, with revenues projected between 6.614 billion yuan and 7.034 billion yuan [12] - YingLi Co., Ltd. reported a Q3 net profit increase of 229.14%, with revenues of 581 million yuan, up 14.73% year-on-year [13] - GuangKang Biochemical's Q3 net profit increased by 236.87%, with revenues of 151 million yuan, down 9.41% year-on-year [14] Group 5 - High-speed Electric reported a Q3 net profit growth of 242.35%, with revenues of 277 million yuan, up 44.51% year-on-year [15] - Wide Special Materials reported a Q3 net profit increase of 213.65%, with revenues of 1.24 billion yuan, up 15.03% year-on-year [16] - BaoFeng Energy's Q3 net profit increased by 162.34%, with revenues of 12.725 billion yuan, up 72.49% year-on-year [17] Group 6 - Sanfu Co., Ltd. reported a Q3 net profit increase of 162.25%, with revenues of 540 million yuan, up 23.52% year-on-year [18] - WuKang New Energy's Q3 net profit increased by 106.31%, with revenues of 2.15 billion yuan, up 69.79% year-on-year [19] - PaiNeng Technology's Q3 net profit grew by 94.01%, with revenues of 863 million yuan, up 56.13% year-on-year [20] Group 7 - SanSheng GuoJian reported a Q3 net profit increase of 71.15%, with revenues of 474 million yuan, up 38.27% year-on-year [21] - ReJing Biological reported a net loss of 109 million yuan for the first three quarters, with revenues of 310 million yuan, down 19.8% year-on-year [22] - JiangShan OuPai reported a Q3 net loss of 51.58 million yuan, with revenues of 416 million yuan, down 48.92% year-on-year [23][24]