Core Viewpoint - The strategic cooperation agreement between Grinm and Blue Lithium aims to achieve breakthroughs in ultra-high energy density battery technology within one year and promote all-solid-state batteries with energy densities exceeding 400Wh/kg within three years [1][2]. Group 1: Strategic Cooperation - Grinm and Blue Lithium have a history of collaboration dating back to 2017, with Grinm being a major supplier of nickel-cobalt-manganese lithium battery materials to Blue Lithium [1]. - The partnership focuses on developing high-performance battery materials, leveraging Grinm's advanced technologies to enhance battery efficiency and performance [2]. Group 2: Technological Advancements - Grinm has anticipated the core development direction of solid-state battery cathode materials, focusing on high nickel and composite materials since 2019 [2]. - The company has developed nano-level protective film technology that reduces interfacial impedance between solid-state battery cathodes and electrolytes by 20%, improving charge and discharge efficiency [2]. Group 3: Market Position and Future Prospects - Grinm is positioned as the largest supplier of high-nickel ternary precursors globally, with a complete industrial chain from resource extraction to cathode material supply [2]. - The collaboration is expected to enhance both companies' market shares and profitability while addressing critical issues in solid-state batteries, such as cost, cycle life, and safety [2].

Core Viewpoint - Company Greenme has signed a strategic cooperation agreement with Weilan Lithium Chip to jointly develop ultra-high energy density battery materials, aiming for breakthroughs in solid-state battery technology within one year and industrialization of batteries exceeding 400Wh/kg within three years [2][3] Group 1: Strategic Partnerships - The collaboration with Weilan Lithium Chip dates back to 2017, with Greenme being a major supplier of nickel-cobalt-manganese lithium battery materials [3] - Greenme has also partnered with a team led by renowned scientist Sun Xueliang to focus on the core technology of solid-state battery cathode materials [5][6] Group 2: Technological Advancements - Greenme has anticipated the core development direction of solid-state battery cathode materials, focusing on high nickel and composite materials since 2019, and has achieved ton-level shipments of ultra-high nickel solid-state battery cathode materials and lithium-rich manganese-based precursors [3][6] - The company has developed advanced technologies to reduce interface impedance by 20% and control voltage decay rates within 5%, enhancing battery efficiency and stability [4][6] Group 3: Market Position and Future Outlook - Greenme aims to become a core supplier of solid-state battery precursors, leveraging its technological advancements and strategic partnerships to capture a significant market share [2][4] - The company has established a complete industrial chain from resource extraction to cathode material supply, positioning itself as a leader in the global market for high-nickel ternary precursors [6][7]

Core Viewpoint - GreeNMEI has signed a strategic cooperation agreement with Weilan Lithium Chip to jointly develop ultra-high energy density battery materials, aiming for breakthroughs in solid-state battery technology within one year and industrialization of batteries exceeding 400Wh/kg within three years [2][3]. Group 1: Strategic Collaborations - The partnership with Weilan Lithium Chip dates back to 2017, where GreeNMEI has been a major supplier of nickel-cobalt-manganese lithium ternary cathode materials [2]. - GreeNMEI has also formed a strategic collaboration with a team led by renowned scientist Sun Xueliang to focus on the development of cathode materials for solid-state batteries [5][6]. Group 2: Technological Advancements - GreeNMEI has anticipated the core development direction of solid-state battery cathode materials, focusing on high nickel and composite materials since 2019, and has achieved ton-level shipments of ultra-high nickel solid-state battery cathode materials and lithium-rich manganese-based precursors [3][4]. - The company has developed advanced technologies such as nano-level protective films to reduce interfacial impedance by 20%, enhancing battery charge and discharge efficiency [4]. Group 3: Market Position and Product Development - GreeNMEI is positioned as the largest supplier of high-nickel ternary precursors globally, with a complete industrial chain from resource extraction to cathode material supply [6]. - The company has recently launched new ultra-high nickel 9-series ternary core-shell precursors, achieving a monthly shipment volume of 5,000 tons for both new products [6].

Group 1 - The core point of the article is the resignation of the Chief Financial Officer (CFO) of Weilan Lithium (SZ 002245) and the appointment of a new CFO, along with a breakdown of the company's revenue composition for the first half of 2025 [1] Group 2 - Weilan Lithium's CFO, He Zhongdao, resigned on August 28, 2025, due to personal reasons, and his resignation is effective immediately upon delivery to the board [1] - Zhang Zonghong has been appointed as the new CFO of Weilan Lithium following He Zhongdao's resignation [1] - For the first half of 2025, Weilan Lithium's revenue composition is as follows: 42.81% from the lithium battery industry, 31.93% from metal logistics distribution, 23.08% from LED, and 2.18% from other industries [1]

Core Insights - The company achieved significant growth in performance in the first half of 2025, with enhanced profitability and active expansion into emerging fields such as BBU, humanoid robots/dogs, eVTOL, and biomedicine, which are expected to become new growth points in the future [1] Financial Performance - In the first half of 2025, the company reported total revenue of 3.727 billion yuan, a year-on-year increase of 21.59%, and a net profit attributable to shareholders of 333 million yuan, a year-on-year increase of 99.09%, aligning with the midpoint of the performance forecast [2] - For Q2 2025, revenue reached 1.999 billion yuan, up 22.20% year-on-year and 15.67% quarter-on-quarter, with a net profit of 191 million yuan, reflecting a year-on-year increase of 98.00% and a quarter-on-quarter increase of 35.04% [2] Profitability - The company's gross margin for the first half of 2025 was 20.80%, an increase of 5.78 percentage points year-on-year, while the net profit margin was 8.94%, up 3.48 percentage points year-on-year [3] - In Q2 2025, the gross margin was 21.14%, a year-on-year increase of 5.45 percentage points and a quarter-on-quarter increase of 0.74 percentage points, with a net profit margin of 9.58%, reflecting a year-on-year increase of 3.67 percentage points and a quarter-on-quarter increase of 1.37 percentage points [3] Business Segments - The lithium battery business showed strong growth, with revenue of 1.595 billion yuan in the first half of 2025, a year-on-year increase of 44.24%, and a net profit of 150 million yuan, with a gross margin of 21.62%, up 6.49 percentage points year-on-year [3] - The company shipped 310 million lithium battery cells in the first half of 2025, with a clear upward trend, and is expected to achieve over 50% growth in total shipments for the year [3] - The LED business generated approximately 860 million yuan in revenue, a year-on-year increase of 14.60%, contributing about 92 million yuan in profit, while the metal business maintained stable revenue of 1.19 billion yuan, up 2.86% year-on-year [4]

Company Updates - The company, Weilan Lithium, announced the resignation of its Chief Financial Officer, He Zhongdao, effective from August 28, 2025, due to personal reasons [1] - Zhang Zonghong has been appointed as the new Chief Financial Officer following He Zhongdao's resignation [1] Financial Performance - For the first half of 2025, Weilan Lithium's revenue composition is as follows: 42.81% from the lithium battery industry, 31.93% from metal logistics distribution, 23.08% from LED, and 2.18% from other industries [1]

证券日报网讯8月29日晚间，蔚蓝锂芯（002245）发布公告称，公司董事会于2025年8月28日收到公司财 务总监何忠道先生的辞职通知，何忠道先生因个人原因辞去公司财务总监职务。何忠道先生辞职后将不 在公司任职。 ...

股票代码：002245 股票简称：蔚蓝锂芯 编号：2025-065 江苏蔚蓝锂芯集团股份有限公司 关于公司高级管理人员变动的公告 公司董事会于2025年8月28日收到公司财务总监何忠道先生的辞职通知，何 忠道先生因个人原因辞去公司财务总监职务，根据《公司法》及《公司章程》等 相关规定，辞职报告自送达董事会之日起生效。何忠道先生辞职后将不在公司任 职，何忠道先生担任公司财务总监原任期届满之日为2028年5月28日，截至本公 告披露日，何忠道先生未持有公司股票，不存在应履行而未履行的承诺事项。 何忠道先生将按照公司相关规定做好交接工作，其离任不会影响公司日常经 营活动的有序进行。何忠道先生在公司任职财务总监期间恪尽职守，公司董事会 对何忠道先生在任职期间为公司所做的工作表示感谢！ 二、聘任财务总监的情况 根据《公司法》、《公司章程》等相关规定，经公司董事会提名委员会、审 计委员会资格审查，公司于2025年8月29日召开了第七届董事会第五次会议，审 议通过了《关于聘任公司财务总监的议案》，董事会同意聘任张宗红女士（简历 详见附件）为公司财务总监，任期自本次董事会通过之日起至公司第七届董事会 任期届满之日止。 公司董 ...

股票代码：002245 股票简称：蔚蓝锂芯 编号：2025-064 江苏蔚蓝锂芯集团股份有限公司 第七届董事会第五次会议决议公告 本公司及董事会全体成员保证公告内容真实、准确和完整，并对公告中的虚 假记载、误导性陈述或者重大遗漏承担责任。 一、以 6 票同意，0 票反对，0 票弃权审议通过了《关于聘任公司财务总监 的议案》。 董事会同意聘任张宗红女士为公司财务总监，任期自本次董事会通过之日起 至公司第七届董事会任期届满之日止。 具体内容详见刊登于 2025 年 8 月 30 日《证券时报》和巨潮资讯网 （www.cninfo.com.cn）上的 2025-065 号《关于公司高级管理人员变动的公告》。 江苏蔚蓝锂芯集团股份有限公司董事会 二○二五年八月三十日 江苏蔚蓝锂芯集团股份有限公司（以下简称"公司"）第七届董事会第五次 会议通知于 2025 年 8 月 24 日以书面方式送达参会人员。会议于 2025 年 8 月 29 日在公司会议室召开，本次会议采用现场结合通讯表决的方式。应出席董事 6 名，实际出席董事 6 名，其中独立董事潘东燕先生、刘彪先生、宋李兵先生以通 讯方式表决。会议由董事长 CHEN K ...

Group 1 - The company, Weilan Lithium Core (002245), stated on August 27 that it does not supply terminal manufacturers directly in the BBU battery field [1] - The company specializes in the manufacturing of cylindrical lithium batteries and does not engage in the entire power system [1]