Core Viewpoint - Binhai Energy forecasts a net profit attributable to shareholders of the listed company for 2025 to be between -98 million and -69 million yuan, indicating a significant loss compared to the previous year's net profit of -28.1342 million yuan [1] Financial Performance - The basic earnings per share for 2025 are projected to be between 0.4411 yuan and 0.3106 yuan, a decrease from the previous year's earnings per share of 0.1226 yuan [1] - The main reasons for the performance change include the small overall scale of negative electrode material production capacity, high fixed asset depreciation, and rising costs of raw materials such as petroleum coke and calcined coke, leading to a decline in gross margin for the year [1] Operational Challenges - The company has only recently entered the new energy negative electrode material industry, and the construction of production lines and working capital has primarily relied on debt, resulting in high financial costs during the reporting period [1] - The company's subsidiary in Baotou has not advanced its crystalline silicon photovoltaic business construction project, and as a precaution, impairment provisions have been made for related construction projects [1]

Core Viewpoint - The company expects a negative net profit for the fiscal year 2025, with a projected net profit attributable to shareholders ranging from -98 million to -69 million yuan, compared to -28.13 million yuan in the same period last year [1] Financial Performance - The expected net profit excluding non-recurring gains and losses is projected to be between -96 million and -67 million yuan, down from -28.02 million yuan in the previous year [1] - The company is facing high fixed asset depreciation and labor costs, which, along with rising prices of upstream raw materials such as petroleum coke and calcined coke, have led to a decline in gross profit margin [1] Industry Position - The company's capacity for negative electrode materials is still small and has not yet fully ramped up, indicating a nascent position in the new energy negative electrode materials industry [1] - The company has only recently entered the new energy negative electrode materials sector, and the construction of production lines and working capital has primarily been funded through debt, resulting in high financial expenses during the reporting period [1] Project Development - The company's subsidiary in Baotou has not advanced its crystalline silicon photovoltaic business construction project, and as a precaution, it has made provisions for impairment on related construction projects [1]

天津滨海能源发展股份有限公司 董事会薪酬与考核委员会关于 2026 年限制性股票激励计划 首次授予激励对象名单的公示情况说明及核查意见 天津滨海能源发展股份有限公司（以下简称"公司"）于2026年1月5日召开 第十一届董事会第二十七次会议，审议通过《关于公司<2026年限制性股票激励 计划（草案）>及其摘要的议案》等相关议案，根据《上市公司股权激励管理办 法》等相关规定，公司对2026年限制性股票激励计划（以下简称"本激励计划"） 拟首次授予的激励对象的姓名和职务进行内部公示，公司董事会薪酬与考核委员 会结合公示情况对拟首次授予激励对象名单进行了核查，相关公示情况及核查情 况如下： 一、公示情况 公司董事会薪酬与考核委员会结合公示情况及核查情况，发表核查意见如下： （一） 公示内容：本激励计划拟首次授予激励对象的姓名和职务。 （一） 本激励计划拟首次授予激励对象的相关情况属实，不存在虚假、故 意隐瞒或致人重大误解之处。 （二） 本激励计划拟首次授予激励对象符合《中华人民共和国公司法》《中 （二） 公示时间：2026 年 1 月 6 日至 2026 年 1 月 15 日。 （三） 公示方式：公司 OA 系统发文 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：000695 证券简称：滨海能源 公告编号：2026-004 三、备查文件 1.《营业执照》。 特此公告 关于收购邢台旭阳新能源科技有限公司51%股权暨关联交易的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或者重大 遗漏。 一、本次交易概述 天津滨海能源发展股份有限公司（以下简称"公司"）分别于2025年12月12日、12月29日召开了第十一届 董事会第二十六次会议、2025年第四次临时股东会，审议通过了《关于收购邢台旭阳新能源科技有限公 司51%股权暨关联交易的议案》，公司以1,844.03万元的交易对价收购控股股东旭阳控股有限公司（以 下简称"旭阳控股"）间接持有的邢台旭阳新能源科技有限公司（以下简称"邢台新能源"）51%股权。公 司与旭阳控股于2025年12月12日签署了相关《股权转让协议》。具体事宜详见公司2025年12月13日、12 月30日披露于《证券时报》《中国证券报》《上海证券报》和巨潮资讯网（www.cninfo.com.cn）的相 关公告。 二、本次交易进展情况 近日，邢台新能源已就 ...

证券代码：000695 证券简称：滨海能源 公告编号：2026-004 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或者重大遗漏。 天津滨海能源发展股份有限公司 关于收购邢台旭阳新能源科技有限公司 51%股权暨关联交易的进展公告 一、本次交易概述 天津滨海能源发展股份有限公司（以下简称"公司"）分别于 2025 年 12 月 12 日、 12 月 29 日召开了第十一届董事会第二十六次会议、2025 年第四次临时股东会，审议 通过了《关于收购邢台旭阳新能源科技有限公司 51%股权暨关联交易的议案》，公司以 1,844.03 万元的交易对价收购控股股东旭阳控股有限公司（以下简称"旭阳控股"）间 接持有的邢台旭阳新能源科技有限公司（以下简称"邢台新能源"）51%股权。公司与 旭阳控股于 2025 年 12 月 12 日签署了相关《股权转让协议》。具体事宜详见公司 2025 年 12 月 13 日、12 月 30 日披露于《证券时报》《中国证券报》《上海证券报》和巨潮 资讯网（www.cninfo.com.cn）的相关公告。 二、本次交易进展情况 1.《营业执照》。 特此公告 ...

Group 1 - The company is actively advancing the research and development of silicon-carbon anode materials, which are currently in the customer testing phase [2] - After the completion of the acquisition of the equity in Cangzhou Xuyang, the company is considering new targets for future acquisitions [2]

Group 1 - The core point of the news is the significant market movement in solid-state battery stocks, driven by the announcement of the world's first commercially viable all-solid-state battery by Finnish startup Donut Lab [1] - Solid-state batteries are expected to revolutionize the electric vehicle industry due to their superior energy density, charging speed, cycle life, and adaptability to extreme environments [1] - Aijian Securities believes that the industrialization of solid-state batteries is accelerating, with a high likelihood of using sulfide electrolytes and silicon/lithium metal anodes, which offer better mechanical properties and ionic conductivity [1] Group 2 - According to statistics, several companies have been highlighted in institutional research reports regarding solid-state batteries, including Tianci Materials, Haixi Communications, and Xiamen Tungsten New Energy [2] - Tianci Materials is in the pilot testing stage for sulfide electrolytes, focusing on performance advantages in moisture control and cycle efficiency, with plans to establish a hundred-ton pilot production line by mid-2026 [2] - Xiamen Tungsten New Energy has achieved supply of positive electrode materials for oxide route solid-state batteries and has successfully produced ton-level oxide solid electrolytes [2] Group 3 - Predictions indicate that several solid-state battery concept stocks, such as Enjie Co., Rongbai Technology, and Ganfeng Lithium, are expected to see a significant increase in net profits this year, with some companies projected to double their net profits [3] - Other companies like Tiannai Technology and EVE Energy are also expected to experience net profit growth exceeding 50% [3]

Group 1 - The solid-state battery sector continues to rise, with companies like HaiXi Communications and DaoShi Technology seeing gains of over 10% [1] - Donut Lab announced the launch of the world's first mass-producible all-solid-state battery at the CES in Las Vegas, boasting an energy density of 400Wh/kg, enabling longer range and lighter structure [1][2] - The all-solid-state battery can be fully charged in just 5 minutes and supports safe, reliable full discharge without significant capacity degradation over its lifespan, which can reach up to 100,000 cycles [1] Group 2 - The battery is designed without flammable liquid electrolytes, eliminating the risk of thermal runaway and dendrite formation, and has been rigorously tested under extreme conditions [2] - Donut Lab claims that the materials used for the solid-state battery are abundant, low-cost, and geopolitically secure, avoiding reliance on rare or sensitive elements [2] - Verge Motorcycles will be the first to use Donut Lab's solid-state battery, allowing for a 10-minute charge that provides up to 60 kilometers of range per minute of charging, with a long-range version capable of 600 kilometers on a single charge [3] Group 3 - Traditional lithium-ion batteries are nearing their theoretical energy density limit of 300Wh/kg, making it difficult to meet the demands for higher energy density and safety in electric vehicles and other applications [3] - Solid-state batteries are recognized as a disruptive technology that can achieve higher energy density and safety, prompting global companies and research teams to innovate to avoid falling behind [3] - The year 2026 is identified as a critical period for equipment localization in the solid-state battery industry [3]

Market Overview - The Shanghai Composite Index experienced a rare 13 consecutive days of gains, breaking the previous high from November 14, 2025, and reaching a new high since July 2015, closing up by 1.50% [1] - The market saw over 4,100 stocks in the green, with significant contributions from financial sectors such as brokerage, insurance, and internet finance [1] Seasonal Trends - According to Zheshang Securities, the first quarter typically sees a "spring rally," where small and mid-cap growth indices perform best, setting the stage for February's market performance [1] Key Sectors Financial Sector - Major financial stocks like Dazhihui and Hualin Securities hit the daily limit, while China Ping An reached a new five-year high [1] Brain-Computer Interface - The brain-computer interface sector saw a surge, with nearly 20 stocks hitting the daily limit, driven by breakthroughs in clinical trials for a new fully implanted device [3] - The industry is expected to enter a critical phase of large-scale application, supported by policy backing and ongoing technological advancements [3] Non-Ferrous Metals - The non-ferrous metals sector strengthened, with companies like Luoyang Molybdenum and Zijin Mining reaching historical highs, influenced by rising global metal prices [4] - The London Metal Exchange reported significant price increases for tin and copper, indicating strong demand and supply dynamics [4] Solid-State Batteries - The solid-state battery sector experienced a rally, with several stocks hitting the daily limit, following the announcement of a commercially viable solid-state battery by Donut Lab [5] - The sector is expected to progress towards industrialization, supported by policy focus and active participation from industry players [5] Semiconductor Sector - The semiconductor sector remained active, with storage chips and semiconductor equipment leading the gains, as companies like Beifang Huachuang reached historical highs [6] - Price increases for DRAM chips were reported, with significant hikes expected in Q1 2026 [7] Institutional Insights - Guotai Junan Securities highlighted the internal trend of a "transformation bull market" in China, driven by economic shifts and capital market reforms [8] - Debon Securities expressed optimism for a slow bull market following the New Year, with expectations for continued upward movement in the A-share market [8] - Dongfang Securities noted that the market's upward trend is supported by strong investor confidence and the commercialization of new industries like brain-computer interfaces and AI [9]

Group 1 - The solid-state battery concept has seen a significant surge, with Jinlongyu hitting the daily limit up, and other companies like Aotewei rising over 10% [1] - Other companies in the sector, including Zhenhua Co., Binhai Energy, Naconor, Zhongwei Co., and Liyuanheng, also experienced gains [1] - Donut Lab, a Finnish electric mobility technology company, announced the launch of the world's first commercially viable solid-state battery at the 2026 CES, emphasizing that it is now ready for production [1]