Group 1: Event Overview - The CINE2025 Solid-State Battery Exhibition and Industry Annual Conference will be held from November 6-8, 2025, at the Guangzhou Nansha International Convention Center, featuring over 200 exhibitors and 20,000 professional attendees [1] - The event will include the 2025 CINE Solid-State Battery Golden Award Ceremony and the SSBA Solid-State Battery Industry Alliance Council [1] Group 2: Industry Insights - In the first eight months of 2025, China's lithium battery ternary cathode shipment reached 456,000 tons, a year-on-year increase of 10.8%, driven by growth in power batteries and small power batteries [1] - The demand for nickel-rich materials is increasing, with Nantong Ruixiang maintaining the top position in the industry, followed by Rongbai Technology and Bamo Technology, which have also seen a recovery in overseas demand [2] Group 3: Company Rankings - The top companies in the lithium battery cathode materials sector include: 1. Nantong Ruixiang 2. Rongbai Technology 3. Bamo Technology 4. Guangdong Bangpu 5. Dongsheng Technology [3] Group 4: Technical Analysis - The white paper on the global lithium battery cathode materials industry outlines the definition and classification of lithium battery cathode materials, the development history and current status of the global lithium battery cathode industry, and a comparison of the performance of different lithium battery cathode materials [4]

Group 1 - The core viewpoint of the news is that Wenkang New Energy has seen a significant increase in stock price, rising by 5.01% to 7.54 CNY per share, with a trading volume of 276 million CNY and a turnover rate of 1.94%, leading to a total market capitalization of 14.546 billion CNY [1] - Wenkang New Energy Materials (Hunan) Co., Ltd. is located in Changsha, Hunan Province, and was established on June 18, 2002. The company was listed on August 11, 2021, and its main business involves the research, production, and sales of high-efficiency battery cathode materials [1] - The revenue composition of Wenkang New Energy is primarily from cathode materials at 97.76%, followed by raw material sales at 1.63%, and other sources at 0.61% [1] Group 2 - From the perspective of the top ten circulating shareholders of Wenkang New Energy, a fund under Southern Fund has entered the top ten shareholders. The Southern CSI 1000 ETF (512100) newly entered the top ten in the second quarter, holding 10.6849 million shares, which accounts for 0.55% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 64.953 billion CNY. Year-to-date returns are at 25.56%, ranking 2090 out of 4220 in its category; over the past year, returns are at 53.35%, ranking 1382 out of 3835; and since inception, returns are at 11.11% [2] Group 3 - The fund manager of the Southern CSI 1000 ETF (512100) is Cui Lei, who has been in the position for 6 years and 328 days. The total asset scale of the fund is 94.976 billion CNY, with the best fund return during the tenure being 145.53% and the worst being -15.93% [3]

Core Viewpoint - The announcement details the interest payment schedule for the company's convertible bonds, specifically the "Lithium Science Convertible Bonds" (锂科转债), which will begin on October 13, 2025, covering the interest period from October 11, 2024, to October 10, 2025 [2][10]. Summary by Sections Convertible Bond Issuance Overview - The company issued 32.5 million convertible bonds on October 11, 2022, with a total value of 3.25 billion RMB, each with a face value of 100 RMB, and a maturity period of six years [2][3]. - The bonds were approved for trading on the Shanghai Stock Exchange starting November 7, 2022, under the code "118022" [3]. Interest Payment Plan - The bonds will pay interest annually, with the first payment scheduled for October 13, 2025, covering the interest accrued from October 11, 2024, to October 10, 2025 [10]. - The annual interest rate for this period is set at 1.00%, meaning each bond will yield 1.00 RMB in interest (before tax) [10]. Payment Dates - The bondholder registration date for interest payment is October 10, 2025, with the ex-dividend date and payment date both on October 13, 2025 [11]. Tax Implications - Individual investors are subject to a 20% tax on interest income, resulting in a net payment of 0.80 RMB per bond after tax [14]. - Non-resident enterprises are exempt from corporate income tax on interest income from these bonds until December 31, 2025 [15]. Contact Information - The company and its underwriting institutions have provided contact details for further inquiries regarding the bonds [16].

五矿新能源材料（湖南）股份有限公司 关于"锂科转债"2025 年付息的公告 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： 可转债兑息日：2025 年 10 月 13 日（因 2025 年 10 月 11 日为非交易日， 故顺延至下一交易日） 证券代码：688779 证券简称：五矿新能 公告编号：2025-050 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"）于 2022 年 10 月 11 日发行的可转换公司债券将于 2025 年 10 月 13 日开始支付自 2024 年 10 月 11 日至 2025 年 10 月 10 日期间的利息。根据公司《向不特定对象发行可转换 公司债券募集说明书》（以下简称"《募集说明书》"）有关条款的规定，现将 有关事项公告如下： 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 202 ...

Core Viewpoint - The company has approved the use of up to RMB 250 million of temporarily idle raised funds for cash management, ensuring that it does not affect the normal operation of fundraising investment projects [1][6][12]. Group 1: Fundraising Overview - The company issued 32.5 million convertible bonds at a face value of RMB 100 each, raising a total of RMB 3.25 billion, with a net amount of RMB 3.2377 billion after deducting issuance costs [2]. - The funds have been deposited in a special account for fundraising, and the company has signed a regulatory agreement with the sponsoring institutions [2]. Group 2: Cash Management Plan - The cash management plan allows for the investment in high-security, high-liquidity products, including structured deposits and large certificates of deposit, within a 12-month period [6][7][8]. - The funds can be used in a rolling manner within the approved limit and timeframe [6][8]. Group 3: Investment Purpose and Benefits - The purpose of using idle funds for cash management is to enhance the efficiency of fund utilization and increase shareholder returns without impacting ongoing fundraising projects [5][12]. - The income generated from cash management will be prioritized for supplementing investment shortfalls in fundraising projects and for the company's operational liquidity needs [11]. Group 4: Risk Management and Oversight - The company will adhere to relevant regulations and internal guidelines to ensure the safety of the funds and will conduct regular assessments of the investment products [13][14]. - Independent directors and the audit committee will supervise the use of funds, and professional audits may be conducted if necessary [14]. Group 5: Institutional Opinions - The audit committee and sponsoring institutions have expressed their agreement with the cash management plan, confirming that it aligns with legal and regulatory requirements and does not alter the intended use of the raised funds [15][16].

一、募集资金基本情况 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， 公司向不特定对象共计发行 3,250.00 万张可转换公司债券，每张面值为人民币 100 元，按面值发行。本次发行募集资金总额为 3,250,000,000.00 元，扣除发行 费用（不含增值税）合计人民币 12,341,037.73 元后，实际募集资金净额为人民币 3,237,658,962.27 元。上述募集资金已全部到位，并由天职国际会计师事务所（特 殊普通合伙）于 2022 年 10 月 17 日对本次发行的资金到账情况进行了审验，并 出具《验资报告》（天职业字[2022]42648 号）。募集资金到账后，公司已按照规 定全部存放于募集资金专项账户内，并与保荐人、募集资金专户监管银行签订了 募集资金专户存储监管协议。 中信证券股份有限公司、五矿证券有限公司 关于五矿新能源材料（湖南）股份有限公司 使用部分暂时闲置募集资金进行现金管理之核查意见 中信证券股份有限公司、五矿证券有限公司（以下简称"保荐人"）作为五 矿新能源材料（湖南）股 ...

二、募集资金的使用情况 证券代码：688779 证券简称：五矿新能 公告编号：2025-049 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 关于全资子公司使用部分暂时闲置募集资金进行 现金管理的公告 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。 五矿新能源材料（湖南）股份有限公司（以下简称"公司"）于 2025 年 9 月 19 日召开第三届董事会第四次会议和第三届董事会审计委员会第二次会议， 审议通过了《关于全资子公司使用部分暂时闲置募集资金进行现金管理的议案》， 同意公司全资子公司湖南长远锂科新能源有限公司（以下简称"长远新能源"） 在不影响募集资金投资项目（以下简称"募投项目"）计划正常进行的前提下， 使用最高不超过人民币 2.50 亿元（含本数）的暂时闲置募集资金进行现金管理， 用于购买安全性高、流动性好、满足保本要求的投资产品（包括但不限于结构性 存款、大额存单、协定存款等），自董事会审议通过之日起 12 个月内有效。在前 述额度及期限范围内，资金可以循环滚动使用。 授权公司 ...

Core Viewpoint - The company approved a proposal for its wholly-owned subsidiary to utilize up to 250 million yuan of temporarily idle raised funds for cash management, aiming to enhance fund efficiency and increase shareholder returns [1] Group 1: Financial Management - The cash management proposal has a validity period of 12 months and allows for the rolling use of funds [1] - The company previously raised 3.25 billion yuan through convertible bonds, with a net amount of 3.238 billion yuan after deducting expenses [1] Group 2: Investment Strategy - The cash management will focus on investing in products that have high safety, good liquidity, and meet capital preservation requirements [1] - The company stated that this cash management will not affect the fundraising projects [1] Group 3: Risk Control - The company has established relevant risk control measures, and both the audit committee and the sponsor institution have expressed their agreement with the proposal [1]

证券代码：688779 证券简称：五矿新能 公告编号：2025-048 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 关于参加中国五矿集团有限公司控股上市公司 2025 年半年度集体业绩说明会的公告 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 8 月 23 日发布公司 2025 年半年度报告。为便于广大投资者更全面深入地了解公 司 2025 年上半年生产经营和业务展望，根据实际控制人中国五矿集团有限公司 （以下简称"中国五矿"）统一安排，公司将于 2025 年 9 月 29 日下午 15:00-17:00 参加中国五矿控股上市公司 2025 年半年度集体业绩说明会（以下简称"本次业 绩说明会"）。现将有关事项公告如下： 一、说明会类型 本次业绩说明会以视频直播和网络文字互动形式召开，公司将针对 2025 年 半年度的经营成果及财务指标的具体情况与投资者进行互动交流和沟通，在信息 披露允许的范围内就投资者普遍关注的问题进行回答。 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 ...

关于参加 2025 年湖南辖区上市公司投资者网上集体接待日 暨半年度业绩说明会活动的公告 证券代码：688779 证券简称：五矿新能 公告编号：2025-047 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 特此公告。 五矿新能源材料（湖南）股份有限公司董事会 2025 年 9 月 13 日 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。 为进一步加强与投资者的互动交流，五矿新能源材料（湖南）股份有限公司 （以下简称"公司"）将参加由湖南证监局、湖南省上市公司协会与深圳市全景 网络有限公司联合举办的"资本聚三湘 楚光耀新程——2025 年湖南辖区上市公 司投资者网上集体接待日暨半年度业绩说明会"活动，现将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （https://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP, 参与本次互动交流，活动时间为 2025 年 9 月 19 日（星期五） 14:00-17:00。届 时公司高管 ...