Group 1 - The company Tianqi Co., Ltd. (002009.SZ) announced that the first phase of the Chen Zhi Anqi project is expected to start trial production in the first quarter of 2026 [1] - The company's core subsidiary, Tianqi Jintai Ge, has established a recycling capacity of 100,000 tons for waste lithium batteries, with a lithium carbonate recovery rate of 92% to 93% [1] Group 2 - An investor inquired about the 70,000-ton power battery recycling project of Chen Zhi Anqi, which commenced construction in April 2025, and asked when it is expected to officially start production [3] - The investor also questioned the company's current technology level in relation to the Ministry of Industry and Information Technology's new regulations requiring a lithium recovery rate of no less than 90%, and whether there are plans for further capacity expansion in the future [3]

Group 1: Company News - China Shipbuilding announced that the A-shares of China Heavy Industry will be delisted on September 5, 2023, due to voluntary termination of listing, and will not enter the delisting transition period [4] - Guizhou Moutai's controlling shareholder increased its stake by 67,821 shares on September 1, 2023, representing 0.0054% of the total share capital, with an investment amount of 100 million yuan [4] - BYD reported August sales of 373,600 new energy vehicles, slightly up from 373,100 units in the same month last year [3] - SAIC Motor's August vehicle sales reached 363,400 units, a year-on-year increase of 41.04% [3] - Great Wall Motors sold 115,600 vehicles in August, marking a year-on-year growth of 22.33% [3] - China FAW sold 277,800 vehicles in August, up 3.7% year-on-year [4] - Beijing Electric Vehicle Co., a subsidiary of BAIC Blue Valley, reported sales of 13,500 vehicles in August, a year-on-year increase of 3.47% [4] - Industrial Fulian announced a share buyback of 7.6974 million shares, accounting for 0.04% of the total share capital, with a total expenditure of 147 million yuan [4] - Su Dawei plans to acquire up to 51% of Changzhou Weipu Semiconductor Equipment Co., with an estimated total valuation of the target company not exceeding 1 billion yuan [5] - Tianqi Co. signed a strategic cooperation framework agreement with EVE Energy to build a closed-loop system for lithium battery lifecycle management [5] - Yonghui Supermarket adjusted its fundraising plan for 2025, reducing the total amount from 3.992 billion yuan to 3.114 billion yuan [5] Group 2: Industry News - The Shanghai Futures Exchange will expand the trading scope for qualified foreign institutional investors starting September 10, 2023, adding several commodity futures and options contracts [1] - The China Banking Association reported that by the end of 2024, there will be 67 financial leasing companies with total assets and leasing assets reaching 4.58 trillion yuan and 4.38 trillion yuan, respectively, reflecting year-on-year growth of 9.65% and 10.24% [1][2] - The biopharmaceutical market in China has become the second largest globally, with approximately 30% of the world's innovative drugs under research [2]

成都华微(688709.SH)公告称，公司研发的4通道12位40G高速高精度射频直采ADC芯片近日成功发布。 该芯片在已有多通道高速高精度ADC基础上，提升了采样速率、带宽等技术指标，填补了国内外同类 型产品空白，达到国际领先水平。该芯片采用全自主正向设计，拥有完全自主知识产权，突破了多项关 键技术，并已向部分客户送样并收到意向订单。 扬子晚报网9月2日讯(记者范晓林)今天是周二，昨天天普股份（605255）7连板，德创环保（603177）5 连板，建业股份（603948）4连板，三维通信（002115）、兆新股份（002256）3连板，北交所荣亿精密 30cm2连板。创业板指领涨，沪指窄幅震荡。沪深两市全天成交额2.75万亿，较上个交易日缩量483亿。 盘面上，市场热点较为杂乱，全市场超3200只个股上涨。板块方面，黄金概念、CPO、创新药、存储芯 片等板块涨幅居前。消息面上，多家国际金融机构看涨黄金行情，贵金属板块值得期待。 A.利好精选 2连板华海药业（600521）：公司积极推进仿制药到创新药的第三次转型升级存在临床试验进度不达预 期等风险 华海药业(600521.SH)发布股票交易异常波动公告称，公 ...

Group 1: Guizhou Moutai and Shareholder Actions - Guizhou Moutai's controlling shareholder, Moutai Group, increased its stake by 67,821 shares on September 1, 2025, representing 0.0054% of the total share capital, with a planned investment of no less than 30 billion yuan and no more than 33 billion yuan over six months [2] Group 2: BYD and Automotive Sales Data - BYD reported August 2025 sales of 373,626 new energy vehicles, a slight increase from 373,083 units in the same month last year, with a cumulative sales figure of 2,863,876 units for the year, reflecting a 23% year-on-year growth [3] - BAIC BluePark's subsidiary sold 13,530 units in August, up 3.47% year-on-year, with a cumulative total of 90,962 units for the year, marking a 74.7% increase [3] - SAIC Motor's August vehicle sales reached 363,371 units, a 41.04% increase year-on-year, with a cumulative total of 2,753,493 units for the year, up 17.87% [3] Group 3: Regulatory Actions and Company Listings - Sierte has been placed under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure laws [4] - China Shipbuilding Industry Corporation announced that China Shipbuilding Heavy Industry's A-shares will be delisted on September 5, 2025, due to voluntary termination of listing [6] - ST Gaohong's stock closed at 0.98 yuan per share on September 1, 2025, falling below 1 yuan, which poses a risk of delisting [6] Group 4: Corporate Investments and Projects - Dongtu Technology has established a joint venture, Beijing Dongtu Semiconductor Technology Co., Ltd., with a registered capital of 10 million yuan, in which it holds a 70% stake [7] - Tianqi Co. signed a strategic cooperation framework agreement with Yiwei Lithium Energy to create a closed-loop system for lithium battery manufacturing and recycling [8] - Guangdong Construction's subsidiary has completed a 90MW solar-storage integrated project in Tibet, contributing to a total installed capacity of 4,662.89MW across various clean energy projects [9] - Gujia Home intends to invest approximately 112.37 million yuan in building a manufacturing base in Indonesia to enhance production efficiency and market competitiveness [10]

Company Announcements - DeXin Technology does not directly produce solid-state batteries [1] - Gujia Home intends to invest 1.124 billion yuan in the construction of a self-built base in Indonesia [1] - Samsung Medical signed a contract worth approximately 419 million yuan for an intelligent meter project in Egypt [1] - Keli Sensor plans to acquire 45% equity in Huahong Technology for 122 million yuan [1] - Huaen Technology has repurchased a total of 6.42% of its shares [1] Operational Data - BYD's total sales of new energy vehicles reached 373,600 units in August [1][2] - Great Wall Motors reported total sales of 115,558 units in August, a year-on-year increase of 22.33% [1][2] - Hubei Energy completed a power generation volume of 5.020 billion kilowatt-hours in August, a year-on-year increase of 22.05% [2] - Hanma Technology sold 1,051 trucks in August, a year-on-year increase of 58.05% [2] Shareholding Changes - Shareholder Itochu Asia of Shengtai Group plans to reduce its stake by no more than 3% [1][2] - Qian Mingying and his concerted actor Shen Liang of Dekeli plan to reduce their holdings by a total of no more than 2.9957% [1][3] - Suzhou Shunwei intends to reduce its stake in Longqi Technology by no more than 4.09% [1][3] Other Developments - Tianqi Co., Ltd. signed a strategic cooperation framework agreement with Yiwei Lithium Energy [1][3] - Yibin Technology received a project designation notice from a domestic new energy vehicle company [1][3]

Core Viewpoint - The strategic cooperation agreement between Tianqi Co., Ltd. and EVE Energy aims to establish a comprehensive closed-loop system for lithium battery manufacturing, application, reverse recycling, and regeneration, enhancing the resilience of the industry chain and promoting sustainable development [1][4]. Group 1: Strategic Cooperation Framework - Both companies will integrate their resources and information channels across the entire lithium battery recycling industry chain, establishing an efficient and stable information-sharing mechanism to enhance market insight and decision-making efficiency [2]. - The collaboration will focus on building a global recycling network, leveraging Tianqi's existing overseas recycling resources to facilitate compliant recycling and disposal of used lithium batteries in international markets [2][4]. Group 2: Innovation and Pricing Mechanism - The companies will explore and establish an innovative pricing mechanism for key recycled materials, aiming to reflect the green low-carbon value of recycled materials and align with global carbon neutrality policies [3]. - Tianqi Co., Ltd. commits to prioritizing the procurement of EVE Energy's new A-grade batteries for its products, ensuring a stable long-term procurement cooperation mechanism [3]. Group 3: Market Position and Future Outlook - The partnership underscores the market recognition and unique competitiveness of Tianqi's lithium battery recycling business, enhancing the certainty of product marketability through EVE Energy's extensive downstream application network [5]. - With the opening of overseas markets for black powder imports, Tianqi plans to upgrade its capacity for ternary recycling to meet the growing demand for recycled materials from downstream customers [5].

Core Viewpoint - The strategic cooperation agreement between Tianqi Co., Ltd. and Yiwei Lithium Energy aims to establish a comprehensive closed-loop system for lithium battery manufacturing, application, reverse recycling, and regeneration, enhancing the resilience of the industry chain and promoting sustainable development [2][5]. Group 1: Strategic Cooperation Framework - Both companies will integrate their resources and information channels across the entire lithium battery recycling industry chain, establishing an efficient and stable information-sharing mechanism to enhance market insight and decision-making efficiency [3]. - The collaboration will focus on building a global recycling network, leveraging Tianqi's existing overseas recycling resources to facilitate compliant recycling and disposal of used lithium batteries in international markets [4]. Group 2: Market and Product Development - Tianqi Co., Ltd. commits to prioritizing the procurement of new A-grade batteries produced by Yiwei Lithium Energy for its core power solutions, establishing a long-term stable procurement cooperation mechanism [5]. - The partnership aims to create a differentiated pricing mechanism for recycled materials, reflecting the green low-carbon value of the lithium battery recycling industry and aligning with global carbon neutrality policies [4][5]. Group 3: Competitive Advantage and Market Position - The cooperation highlights the market recognition and unique competitiveness of Tianqi's lithium battery recycling business, enhancing the certainty of product demand through Yiwei's extensive downstream application network [6]. - With the anticipated increase in demand for recycled materials, Tianqi plans to upgrade its capacity for ternary lithium battery recycling to meet the high demand from downstream customers [6].

Core Viewpoint - The strategic cooperation agreement between Tianqi Co., Ltd. and Huizhou EVE Energy Co., Ltd. aims to establish a comprehensive closed-loop system for lithium battery manufacturing, application, reverse recycling, and regeneration, promoting sustainable development in the lithium battery industry [1] Group 1: Strategic Cooperation - The agreement is based on a shared consensus for low-carbon and sustainable development in the global lithium battery industry, focusing on resource sharing, technological collaboration, and market interaction [1] - Both companies will work together to create a global reverse supply chain system for lithium batteries, emphasizing a differentiated pricing mechanism for recycled materials to enhance market recognition of their green value [1] Group 2: Global Expansion and Market Position - The company is actively implementing a global strategy for lithium battery recycling, with established networks and crushing capacities in regions such as Japan, South Korea, Southeast Asia, and Europe, expecting a significant increase in the proportion of overseas recycled battery waste by the second half of 2025 [1] - The cooperation is expected to enhance the company's long-term market share in the global lithium recycling sector, especially in light of the EU's new battery regulations and the domestic policy changes regarding the import of recycled black powder [1]

Agreement Overview - Tianqi Automation Engineering Co., Ltd. signed a strategic cooperation framework agreement with Huizhou EVE Energy Co., Ltd. to establish a closed-loop system for lithium battery manufacturing, application, reverse recycling, and regeneration [1][4] - The agreement aims to enhance the resilience of the supply chain and promote sustainable development in the lithium battery industry [1][4] Partner Introduction - EVE Energy, established in December 2001 and listed on the Shenzhen Stock Exchange in 2009, specializes in the research, production, and sales of consumer batteries, power batteries, and energy storage batteries [2][3] - The company has a registered capital of approximately 2.045 billion RMB and operates in various sectors including battery manufacturing and new energy technology research [2] Main Content of the Agreement - The cooperation will integrate resources in lithium battery manufacturing, recycling, and supply chain systems, establishing an efficient information-sharing mechanism [3][4] - Both companies will collaborate to enhance global recycling network efficiency and utilize Tianqi's existing overseas recycling resources for compliant disposal of used lithium batteries [4][5] Impact on the Company - EVE Energy is recognized as a leading supplier in the global lithium battery market, ranking second in energy storage cell shipments in 2024 [6] - The partnership is expected to enhance Tianqi's market share in the global lithium recycling sector, especially with the implementation of the EU's new battery regulations and the opening of domestic lithium battery recycling [6][8] - The collaboration will significantly improve the market certainty of Tianqi's high-quality recycled materials within EVE's supply chain [7][8] Future Prospects - The agreement is valid for 10 years and can be renewed upon mutual consent [6] - Both companies will explore innovative pricing mechanisms for recycled materials, aiming to reflect the green value of the lithium battery recycling industry [5][6]

Group 1: Stock Suspension and Resumption - Shinko Co., Ltd. has resumed trading after the expiration of the tender offer period [1] - Zhonghuan Hailu has suspended trading due to plans for a change in control [1] Group 2: Mergers and Acquisitions - Su Da Weige plans to acquire up to 51% of Changzhou Weipu Semiconductor Equipment Co., Ltd. for no more than 510 million yuan [2] Group 3: Investment Cooperation and Business Conditions - Tianqi Co., Ltd. signed a strategic cooperation framework agreement with EVE Energy to build a closed-loop system for lithium battery manufacturing, application, reverse recycling, and regeneration [3] - Keli Sensor plans to acquire 45% of Huahong Technology for 122 million yuan [4] Group 4: Company Announcements - China Shipbuilding Industry Corporation's A-shares will be delisted on September 5 [5] - Samsung Medical's subsidiary signed a contract for an intelligent meter project in Egypt worth 58.8 million USD, approximately 419 million yuan [5] - Chengdu Huami released a 4-channel 12-bit 40G high-precision RF direct sampling ADC chip and has received intention orders [6] - Yuandong Bio's hydrochloride nafurafine orally disintegrating tablets received drug registration certification, making it the first domestic generic drug approved for market [6] - Fosun Pharma's subsidiary received FDA approval for its independently developed Duzhong injection [6] - Longi Green Energy aims to break even on gross profit and expenses in the fourth quarter [6] - Chint Electric terminated the plan to spin off its subsidiary Chint Aneng for listing on the Shanghai Stock Exchange [6] - BYD's new energy vehicle sales in August reached 373,626 units, slightly up from 373,083 units in the same period last year [6] - Xianghe Industrial signed several contracts with Zhongyuan Lida Railway Track Technology Development Co., Ltd. totaling 400 million yuan [6]