格林美在互动平台表示，青美邦镍资源项目始终合法合规运行，同时合理规划、安排产能。当前项目已 处于正常生产状态，12月份生产计划排产正常。 ...

格林美11月29日在互动平台表示，公司在印尼的镍资源项目位于中苏拉威西省，目前生产经营一切正 常，未受到局部地区社会动荡的影响。 ...

Group 1 - The solid-state battery industry is gaining significant investor interest, with companies in the supply chain from battery manufacturing to upstream materials and equipment suppliers actively engaging with investors during Q3 earnings calls [1] - Semi-solid batteries are already in market application, while all-solid-state batteries are expected to enter a critical pilot testing phase between 2026 and 2027 [2][4] - Companies like Guoxuan High-Tech and Zhuhai Guanyu have reported advancements in semi-solid battery production, with Guoxuan's G-Yuan semi-solid battery nearing mass production and Zhuhai Guanyu starting to ship semi-solid batteries [2][3] Group 2 - The foundation for solid-state battery commercialization lies in innovations in battery materials, with companies currently in the sample submission phase and some achieving small batch shipments [4] - Key materials such as high-nickel and lithium-rich manganese-based cathodes are becoming mainstream to meet the higher energy density requirements of solid-state batteries [4] - Companies like Better Ray and New Zobang have reported small batch applications of solid electrolytes in semi-solid batteries, while companies like Greeenmei have achieved ton-level shipments of solid-state battery materials [4] Group 3 - Equipment manufacturers are seizing opportunities in the solid-state battery sector, with significant differences in production processes compared to traditional liquid batteries [7] - Companies like Lianying Laser and Delong Laser are already producing equipment for semi-solid and all-solid-state batteries, with expectations of increased orders in the coming year [7][8] - Overall, the solid-state battery industry is transitioning into a phase where semi-solid batteries are being applied, and all-solid-state batteries are moving towards pilot testing, with material and equipment companies accelerating their engagement with downstream partners [8]

Group 1: Market Trends and Developments - The solid-state battery industry is experiencing significant interest from investors, with companies in the battery manufacturing, upstream materials, and equipment sectors actively engaging in discussions about technological advancements and industry trends [2] - Semi-solid batteries have begun market applications, while all-solid-state batteries are entering a critical testing phase expected between 2026 and 2027 [3] - Companies like Guoxuan High-Tech and Zhuhai Guanyu have reported that their semi-solid batteries are in mass production and gaining customer recognition, indicating that these products are no longer just concepts but are entering the market [3] Group 2: Material Innovations and Production - The foundation of solid-state battery commercialization lies in innovations in battery materials, with companies currently in the sample submission phase and some achieving small-scale shipments [5] - Companies such as Better Ray and New Zobang have reported small-scale applications of solid electrolytes in semi-solid batteries, while high-nickel and lithium-rich manganese-based materials are becoming mainstream for solid-state batteries [5] - The performance of high-nickel materials in solid-state batteries is approaching that of liquid batteries, with energy densities exceeding 400 Wh/kg, significantly surpassing current liquid battery levels [5] Group 3: Equipment and Supply Chain Opportunities - Equipment manufacturers are seizing opportunities in the solid-state battery sector due to the distinct production processes compared to traditional liquid batteries [7] - Companies like Lianying Laser and Delong Laser are already producing equipment for semi-solid and all-solid-state batteries, with expectations of increased orders in the coming years [7] - Dayun Technology is also focusing on solid-state battery testing equipment, indicating a growing market for detection solutions in the solid-state battery industry [8] Group 4: Future Outlook - The solid-state battery industry is currently in a phase where semi-solid batteries are being applied, and all-solid-state batteries are moving into testing, with significant advancements expected by 2026 to 2027 [8] - Material and equipment companies are accelerating their engagement with downstream manufacturers to position themselves for future growth opportunities in the solid-state battery market [8]

Group 1 - A major nickel smelter in Indonesia, controlled by Chinese investors, is reducing production due to its tailings storage nearing capacity, highlighting the industry's waste management challenges [1] - The production cut by PT QMB New Energy Materials Co. Ltd. is expected to last at least two weeks, with the company being backed by investors such as GEM Co. and Tsingshan Holding Group [1] - The Morowali Industrial Park, where the smelter is located, is Indonesia's largest nickel industrial base, and the facility's tailings storage is close to saturation while new storage approvals are still pending [1] Group 2 - Regulatory scrutiny of the nickel industry in Indonesia is increasing, driven by environmental concerns related to waste management [2] - Experts question the long-term safety and sustainability of the high-pressure acid leaching (HPAL) process in Indonesia, especially after a fatal landslide incident earlier this year [2] Group 3 - High-pressure acid leaching producers are facing rising sulfur procurement costs, which is essential for sulfuric acid production [3] - Despite cost pressures, demand for nickel-cobalt hydroxide products has strengthened this year, largely due to cobalt export controls in the Democratic Republic of Congo [3] Group 4 - Nickel has underperformed in a year where base metals are generally weak, with oversupply putting continuous pressure on prices and squeezing industry profitability [4] - A report from Deutsche Bank indicates that the market is experiencing oversupply due to a surge in production, particularly from Indonesia, with global primary nickel production expected to grow by 8% this year [4] - There is potential for a significant price rebound if Indonesia implements effective production controls, as stricter regulations could lead to rapid price increases similar to recent trends in other base metals [4]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002340 证券简称：格林美 公告编号：2025-124 格林美股份有限公司 2025年第六次临时股东会决议公告 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、误导性陈述或重大遗 漏。 特别提示： 1．本次股东会未出现否决提案的情形。 2．本次股东会未涉及变更以往股东会已通过的决议。 3．本次股东会采取现场投票与网络投票相结合的表决方式。 一、会议召开和出席情况 1、会议召开情况 （1）会议召集人：公司董事会 （2）会议时间 现场会议召开时间：2025年11月21日上午10:00 网络投票时间：2025年11月21日-2025年11月21日。其中，通过深圳证券交易所交易系统进行网络投票 的具体时间为2025年11月21日上午9:15至9:25和9:30至11:30，下午13:00至15:00；通过深圳证券交易所 互联网投票的具体时间为：2025年11月21日上午9:15至下午15:00期间的任意时间。 （3）会议主持人：董事王敏女士 公司董事长许开华先生因工作原因无法主持本次股东会，按照《公司章程》规定，经公司董事会过半数 ...

Group 1 - The metal cobalt sector experienced a decline of 6.57%, ranking among the top losers in the market, with companies like Ganfeng Lithium and Hainan Mining hitting the daily limit down [1] - Major stocks within the metal cobalt sector saw significant net outflows, totaling 5.546 billion yuan, with Ganfeng Lithium leading the outflow at 1.011 billion yuan [2] - Other companies with notable net outflows include Huayou Cobalt, Zijin Mining, and Greeenme, with outflows of 900 million yuan, 586 million yuan, and 393 million yuan respectively [2] Group 2 - The top gainers and losers in various concept sectors were reported, with the titanium dioxide concept down by 7.12% and the Sora concept slightly up by 0.31% [2] - The trading volume for Ganfeng Lithium was 7.98%, while its stock price dropped by 10% [3] - Other companies in the metal cobalt sector, such as Rongbai Technology and Hanrui Cobalt, also faced significant declines of 11.99% and 10.98% respectively [3]

证券代码：002340 证券简称：格林美 公告编号：2025-124 格林美股份有限公司 2025年第六次临时股东会决议公告 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、误导性陈述或重大遗漏。 特别提示： 1、会议召开情况 （1）会议召集人：公司董事会 （2）会议时间 现场会议召开时间：2025年11月21日上午10:00 网络投票时间：2025年11月21日-2025年11月21日。其中，通过深圳证券交易所 交易系统进行网络投票的具体时间为2025年11月21日上午9:15至9:25和9:30至11:30， 下午13:00至15:00；通过深圳证券交易所互联网投票的具体时间为：2025年11月21 日上午9:15至下午15:00期间的任意时间。 （3）会议主持人：董事王敏女士 1．本次股东会未出现否决提案的情形。 2．本次股东会未涉及变更以往股东会已通过的决议。 3．本次股东会采取现场投票与网络投票相结合的表决方式。 一、会议召开和出席情况 通过现场和网络投票的股东2,539人，代表股份584,529,906股，占公司有表决权 股份总数的11.4835%。其中：通过现场投票的股 ...

二〇二五年十一月 关于格林美股份有限公司 2025 年第六次临时股东会的 法律意见书 1 广东君信经纶君厚律师事务所 法律意见书 广东君信经纶君厚律师事务所 关于格林美股份有限公司 2025 年第六次临时股东会的 法律意见书 致：格林美股份有限公司 广东君信经纶君厚律师事务所接受格林美股份有限公司（下称"格林美"） 的委托，指派戴毅律师、陈晓璇律师（下称"本律师"）出席格林美于 2025 年 11 月 21 日召开的 2025 年第六次临时股东会（下称"本次股东会"）， 并根据《中华人民共和国公司法》（下称"《公司法》"）、《中华人民共 和国证券法》（下称"《证券法》"）、中国证券监督管理委员会《上市公 司股东会规则》（下称"《股东会规则》"）及格林美《章程》的规定，就 本次股东会的召集和召开程序、出席会议人员资格、召集人资格、表决程序、 表决结果等事项出具法律意见。 根据《股东会规则》第六条的要求，按照律师行业公认的业务标准、道 德规范和勤勉尽责精神，本律师现就本次股东会的有关事项出具法律意见如 下： 一、本次股东会的召集和召开程序 （一）格林美董事会于 2025 年 10 月 31 日在指定媒体上刊登了《 ...

证券代码：002340 证券简称：格林美 公告编号：2025-123 债券代码：148517 债券简称：23 格林 G1 格林美股份有限公司 "23格林G1"公司债2025年付息公告 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、误导性陈述或重大遗漏。 特别提示： 1、债券名称：格林美股份有限公司 2023 年面向专业投资者公开发行绿色公 司债券（第一期）（债券简称：23 格林 G1，债券代码：148517，以下简称"本 期债券"）。 2、债权登记日：2025 年 11 月 21 日。 3、债券付息日：2025 年 11 月 24 日。 4、本期债券将于 2025 年 11 月 24 日支付 2024 年 11 月 23 日至 2025 年 11 月 22 日期间的利息。根据债权登记日，凡在 2025 年 11 月 21 日（含）前买入并 持有本期债券的投资者享有本次派发的利息；2025 年 11 月 21 日卖出本期债券 的投资者不享有本次派发的利息。 格林美股份有限公司（以下简称"公司"）于 2023 年 11 月 23 日发行的"23 格林 G1"至 2025 年 11 月 ...