Group 1 - The company expects a net profit of 300 million to 360 million yuan for the current reporting period, representing an increase of 79.29% to 115.15% compared to the same period last year, where the net profit was 167.32 million yuan [1] - The expected net profit after deducting non-recurring gains and losses is projected to be between 318 million and 378 million yuan, which indicates a significant increase of 156.05% to 204.36% compared to the previous year's figure of 124.20 million yuan [1] - The basic earnings per share are estimated to be between 0.2601 yuan and 0.3121 yuan, compared to 0.1452 yuan in the same period last year [1] Group 2 - The company's various business segments have maintained good operational performance, particularly the lithium battery business, which has seen a continuous increase in shipment volume, driving year-on-year growth [2] - The LED chip business has also shown a noticeable increase in performance compared to the first half of 2024 [2] - The financial data provided is based on preliminary calculations by the company's finance department and has not yet been audited by the accounting firm [2]

Core Viewpoint - The company, Weilan Lithium, expects a significant increase in net profit for the first half of 2025, projecting a growth of 79.29% to 115.15% compared to the same period last year [1] Group 1: Financial Performance - The estimated net profit attributable to shareholders is projected to be between 300 million to 360 million yuan [1] - The company's overall business operations are reported to be performing well, contributing to the anticipated profit growth [1] Group 2: Business Segments - The lithium battery business has seen a continuous increase in shipment volume, which is a key driver of the year-on-year performance growth [1] - The LED chip business has also shown a significant improvement in performance compared to the first half of 2024 [1]

股票代码：002245 股票简称：蔚蓝锂芯 编号：2025-051 江苏蔚蓝锂芯集团股份有限公司 2025 年半年度业绩预告 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、误导性陈述或重大遗漏。 一、本期业绩预计情况 1、业绩预告期间：2025年1月1日-2025年6月30日 2、业绩预告情况 扭亏为盈 同向上升 同向下降 本次业绩预告是公司财务部门初步测算的结果，具体财务数据以2025年半年 度报告中披露数据为准。敬请广大投资者谨慎决策，注意投资风险。 特此公告。 江苏蔚蓝锂芯集团股份有限公司董事会 | 项目 | 本报告期 | | | 上年同期 | | | --- | --- | --- | --- | --- | --- | | 归属于上市公司 股东的净利润 | 盈利：30,000 | 万元–36,000 | 万元 | 盈利：16,732.41 | 万元 | | | 比上年同期上涨：79.29%-115.15% | | | | | | 扣除非经常性损 益后的净利润 | 盈利：31,800 | 万元–37,800 | 万元 | 盈利：12,419.61 | 万元 | | | 比上 ...

Core Insights - Jiangsu Tianpeng Power Co., Ltd. announced the global launch of its mass-produced solid-state cylindrical battery with an energy density of 350Wh/kg, primarily aimed at applications in embodied robots, low-altitude aircraft, and e-bikes [1][2] - The newly released 60HES cell features revolutionary materials and structural design, utilizing self-developed ultra-high nickel ternary materials (NCMA Ni93) for the cathode and low-expansion silicon-carbon anode (SiC), enabling higher capacity and energy density [1] - The 21700-60HES cell has a nominal capacity of 6100mAh, supports 1C/3C charge and discharge capabilities, and has a cycle life of ≥800 at room temperature, with stable operation in a temperature range of -10℃ to 65℃ [1] Market Applications - The battery has completed safety verification with leading international clients, receiving high recognition for its performance, and mass production validation is currently underway, expected to be fully completed by the end of this year [1] - Upon completion, the product will transition from pilot production to the global market [1] Future Developments - Tianpeng Power is developing the next generation of solid-state batteries, aiming for mass production of batteries with an energy density exceeding 500Wh/kg by 2027, utilizing a composite solid electrolyte (sulfide + polymer) suitable for cylindrical cells [2] - The company is a wholly-owned subsidiary of Blue Lithium Core, focusing on the research, production, and sales of cylindrical batteries, with a product system that includes NCM, NCA, and LFP technologies [2] Production Capacity - Tianpeng Power operates four major production bases, with three located in Jiangsu Province and one in Selangor, Malaysia, which plans to invest $280 million to achieve an annual production capacity of 10GWh of cylindrical lithium batteries [2] - The Malaysian facility officially opened on April 29, with an initial total capacity of approximately 400 million units per year, and stable supply of 18650 and 21700 cell types is already in place, with plans to produce high-end models such as 5.8Ah and 6.5Ah in the future [2]

Group 1 - The core viewpoint of the article highlights the global launch of Jiangsu Tianpeng Power's 350Wh/Kg solid-state cylindrical battery, which is primarily aimed at applications in fields such as embodied robots, low-altitude aircraft, and e-Bikes [1][4]. - The newly released solid-state 60HES battery cell utilizes revolutionary materials and structural designs, featuring a high nickel ternary material (NCMA Ni93) for the positive electrode and a low-expansion silicon-carbon negative electrode (SiC), enabling higher capacity and energy density [2]. - The 21700-60HES cell has a nominal capacity of 6100mAh, supports 1C/3C charge and discharge capabilities, achieves an energy density of 350Wh/Kg, and has a cycle life of over 800 at room temperature, with stable operation in a temperature range of -10℃ to 65℃ [3]. Group 2 - The battery has completed safety verification with leading international clients, receiving high recognition for its performance, and mass production validation is currently underway, expected to be fully completed by the end of this year, transitioning from pilot production to the global market [4]. - Tianpeng Power is also developing the next generation of solid-state batteries, aiming for mass production of batteries with an energy density exceeding 500Wh/kg by 2027, utilizing a composite solid electrolyte compatible with cylindrical cells (sulfide + polymer) [5]. - Tianpeng Power, a wholly-owned subsidiary of Weilan Lithium, focuses on the research, production, and sales of cylindrical batteries, forming a lithium battery technology and product system that includes NCM, NCA, and LFP technologies [6]. Group 3 - Tianpeng Power has four major production bases, with three located in Jiangsu Province and one in Selangor, Malaysia, which plans to invest $280 million to achieve an annual production capacity of 10GWh of cylindrical lithium batteries [6]. - The Malaysian base officially opened on April 29 this year, with an initial total capacity of approximately 400 million cells per year, and stable supply of 18650 and 21700 cell types has been achieved, with plans to produce high-end models such as 5.8Ah and 6.5Ah in the future [6].

Market Overview - The solid-state battery concept sector declined by 2.26%, ranking among the top declines in concept sectors as of July 4 [1] - Notable declines within the sector included companies such as Xinyu Ren, Jinhai Galaxy, and Huasheng Lithium Battery, while 24 stocks within the sector saw price increases, with Limin Co., Wanxiang Qianchao, and Binglun Environment leading with gains of 5.83%, 5.44%, and 5.40% respectively [1] Capital Flow - The solid-state battery concept sector experienced a net outflow of 3.77 billion yuan, with 165 stocks seeing net outflows, and 9 stocks having outflows exceeding 100 million yuan [1] - Guoxuan High-Tech led the net outflow with 239 million yuan, followed by Daoshi Technology, Dadongnan, and Huayou Cobalt with outflows of 217 million yuan, 196 million yuan, and 186 million yuan respectively [1][2] - Conversely, the stocks with the highest net inflows included Ningde Times, Weilan Lithium, and SAIC Group, with net inflows of 232 million yuan, 183 million yuan, and 133 million yuan respectively [1] Stock Performance - The top decliners in the solid-state battery sector included Guoxuan High-Tech (-1.73%), Daoshi Technology (-6.13%), and Huayou Cobalt (-2.00%) [2] - Other notable declines were seen in companies such as Star Source Material (-3.97%), Yiwai Lithium Energy (-4.72%), and Xiangtan Electrochemical (-4.63%) [2][3] - The overall trading activity indicated a significant turnover rate, with some stocks like Dada Technology reaching a turnover rate of 12.61% [2]

Summary of the Conference Call for Weilan Lithium Company Overview - Weilan Lithium has significantly increased the shipment volume of low-multiplication capacity products, achieving several times growth in 2025 compared to 2024, supporting the growth of existing momentum [2][3] - The company has become the fifth global supplier of PBO, providing a crucial driver for future performance growth [2][4] Industry Dynamics - The widespread adoption of BBU by downstream customers, particularly in GV300 and Rubin architectures, has led to an increase in overall power for BBU and PSU [2][6] - The power of a single GPT300 PSU is approximately 5.5 kW, while Rubin architecture may reach 8.5 kW or 10 kW, indicating a significant rise in power requirements [2][7] Product Development - The company has launched three to four BBU cell products, with plans to capture the new generation of BBU conversion opportunities in the next two to three years [2][11] - Two products cover the 5.5 kW range, and two others cover above 8.8 kW, ensuring the ability to meet market demands [2][12][13] - A new semi-solid battery with an energy density of 350 Wh/kg is set to be mass-produced in July, featuring a 3C discharge rate and over 800 cycles, primarily for applications in electric bicycles, robots, and EVITO [4][32][33] Pricing and Market Trends - The pricing of battery cells has slightly adjusted, with current market prices being approximately three times higher than before [2][9] - The company expects to generate revenue from two projects by the end of 2025, although the exact scale of revenue remains uncertain [2][19] Supply Chain and Customer Engagement - The supply chain involves multiple roles, including cell manufacturers, pack factories, power supply manufacturers, and server manufacturers, with CSP holding the final decision-making power [2][10] - The company has solidified its position in the BBU market and is actively engaging with manufacturers to understand the requirements for the next generation of BBU or chips [2][11] Future Outlook - The company aims to optimize and validate performance indicators to meet the high requirements of BBU, including power, backup time, capacity, and reliability [2][15] - There is a trend towards solid-state and semi-solid technologies, with plans to launch products with energy densities between 400-450 Wh/kg by 2026 [2][29][30] Competitive Landscape - Competitors like Samsung are developing new products to capture the next wave of opportunities in the BBU market, with Samsung's cylindrical cell supply being second only to Panasonic [2][26] - The demand for BBU is increasing with the rise in computing power, although this does not necessarily correlate with an increase in distribution capacity [2][23] Conclusion - Weilan Lithium is positioned for significant growth through product innovation and market expansion, particularly in the BBU sector, while navigating competitive pressures and evolving customer needs [2][4][19]

Market Overview - The Shanghai Composite Index rose by 0.39% on July 1, with 20 out of 28 sectors experiencing gains. The top-performing sectors were Comprehensive and Pharmaceutical & Biological, with increases of 2.60% and 1.80% respectively. Conversely, the Computer and Retail sectors saw declines of 1.18% and 0.79% [1]. Electric Equipment Industry - The Electric Equipment sector declined by 0.37%, with a net outflow of 5.163 billion yuan in main capital. Out of 358 stocks in this sector, 141 rose, 3 hit the daily limit up, while 210 fell, with 1 hitting the daily limit down [1]. - Among the stocks with net inflows, 112 saw capital inflows, with 11 stocks receiving over 50 million yuan. The top stock for net inflow was C Xintong, with 399 million yuan, followed by Weilan Lithium and Micro Light, with inflows of 218 million yuan and 132 million yuan respectively [1]. - The stocks with the highest net outflows included Rongfa Nuclear Power, Weike Technology, and Nord Shares, with outflows of 347 million yuan, 324 million yuan, and 323 million yuan respectively [1][2]. Capital Flow Rankings Inflow Rankings - C Xintong: +286.36%, turnover rate 82.61%, main capital flow 398.73 million yuan - Weilan Lithium: +5.30%, turnover rate 10.44%, main capital flow 217.95 million yuan - Micro Light: +10.01%, turnover rate 7.41%, main capital flow 131.92 million yuan [1]. Outflow Rankings - Rongfa Nuclear Power: +1.71%, turnover rate 33.83%, main capital flow -346.51 million yuan - Weike Technology: +3.55%, turnover rate 37.48%, main capital flow -324.04 million yuan - Nord Shares: -10.01%, turnover rate 23.39%, main capital flow -323.30 million yuan [2].

股票代码：002245 股票简称：蔚蓝锂芯 编号：2025-050 江苏蔚蓝锂芯集团股份有限公司 关于使用部分闲置募集资金进行现金管理的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 江苏蔚蓝锂芯集团股份有限公司（以下简称"公司"）于 2024 年 7 月 19 日召开第六届董事会第十六次会议、第六届监事会第十四次会议，2024 年 8 月 8 日召开 2024 年第二次临时股东大会，审议通过了《关于使用部分闲置募集资金 进行现金管理的议案》，同意公司（含子公司）在不影响募集资金投资项目建设 和正常生产经营的前提下，使用不超过人民币 8 亿元的闲置募集资金进行现金管 理，投资安全性高、流动性好的保本型投资产品，在上述额度内可循环使用，并 授权公司管理层负责办理相关事宜。上述具体内容详见公司在巨潮资讯网 （http://www.cninfo.com.cn）及《证券时报》披露的 2024-045 号《关于使用 部分闲置募集资金进行现金管理的公告》。 根据上述决议授权，公司就近日使用募集资金进行现金管理事宜公告如下： 公司近日使用募集资金在宁波银行股份有限 ...

Core Viewpoint - Jiangsu Weilan Lithium Core Group Co., Ltd. has announced that the first exercise period of its 2024 stock option incentive plan has been achieved, allowing 132 incentive participants to exercise a total of 1,764,000 stock options at a price of 7.88 yuan per share, representing 0.15% of the company's total share capital [1][4][10]. Summary by Sections Stock Option Incentive Plan - The stock option incentive plan has undergone necessary approval procedures, including the review of relevant proposals and the public announcement of the incentive object list [2][3]. - The first exercise period is set from June 23, 2025, to June 5, 2026, with the exercise conditions met as of the announcement date [1][4]. Performance Conditions - The performance assessment for the first exercise period requires a revenue growth rate of at least 10%, with the company achieving a 29.38% increase in revenue compared to the previous year [4][5]. - The individual performance assessment results of the incentive participants were satisfactory, with 132 out of 138 meeting the required performance criteria [5][10]. Impact on Company Structure - If all options are exercised, the company's total share capital will increase from 1,152,046,537 shares to 1,153,810,537 shares, a change of 0.15% [9][10]. - The exercise of stock options will not significantly impact the company's equity structure or the control of major shareholders [9][10]. Financial Management - Funds raised from the exercise will be used to supplement the company's working capital, and personal income tax for the incentive participants will be withheld and paid by the company [9][10]. - The company will disclose any changes in the incentive participants and the status of stock options in its regular reports [11].