Group 1 - The company is currently supplying 100% of its ultra-high nickel 9-series quaternary core-shell precursors to leading international enterprises' supply chains [2] - The advanced technology is significantly opening up new market opportunities for the company's precursors, greatly stabilizing its global market presence [2] - The company is effectively responding to global challenges through its strategic positioning in the precursor market [2]

每经AI快讯，有投资者在投资者互动平台提问：公司目前固态电池应用情况如何了？具体在哪些下游 场景有使用，可以介绍下吗？ 格林美（002340.SZ）8月4日在投资者互动平台表示，感公司超高镍9系三元前驱体已通过量产认证并实 现了十吨级小规模量产，固态电池用富锂锰基前驱体材料也已进入吨级认证、出货阶段，覆盖3C消费 电子、无人机、机器人等下游主流应用场景。 （文章来源：每日经济新闻） ...

Core Insights - The company has achieved mass production certification for its ultra-high nickel 9-series ternary precursor, with small-scale production reaching ten tons [1] - The solid-state battery lithium-rich manganese-based precursor material has entered the ton-level certification and shipping phase, covering mainstream application scenarios in 3C consumer electronics, drones, and robotics [1]

Group 1 - The recent price correction in the new energy vehicle (NEV) sector indicates that the "anti-involution" trading is not over but is instead gathering momentum, with a significant market pullback observed on July 31 [1] - The speech from the non-party personnel meeting on July 30 emphasized the importance of addressing "involution" as a key focus for the second half of the year, suggesting that policy momentum will remain stable and that related investment opportunities will be more medium to long-term rather than short-term speculation [1] - The NEV industry is experiencing a slowdown in new supply, but the core of the cyclical upturn will be driven more by demand and new technologies, with China leading in global competitiveness for NEVs and batteries [1] Group 2 - The demand side shows that companies like CATL have a significant overseas revenue growth of 21.1% in the first half of the year, which is much higher than the overall revenue growth of 7.3%, indicating a strong international market presence [1] - New technologies such as smart driving are penetrating lower-priced models, with BYD committing to safety in smart parking and new models expected to launch in the second half of the year [1] - Solid-state batteries are also seeing rapid development, with the Ministry of Industry and Information Technology planning a mid-term review of automotive-grade battery performance by the end of 2025, and key milestones for pilot production expected between the second half of 2025 and the first half of 2026 [1] Group 3 - The new energy vehicle ETF closely tracks the CSI New Energy Vehicle Industry Index, which includes 50 listed companies involved in various aspects of the NEV industry, reflecting the overall performance of leading NEV companies [2] - As of August 1, the NEV ETF opened with an increase, and the top ten weighted stocks in the CSI New Energy Vehicle Industry Index account for 55.33% of the index, with major companies including CATL, BYD, and others [3]

Core Viewpoint - The Hong Kong stock market is becoming a strategic "springboard" for lithium battery companies to accelerate overseas expansion amid global energy transition, with a surge in IPOs expected in 2024 [1][18]. Group 1: Companies Going Public - XINWANDA has submitted an application for H-share listing on the Hong Kong Stock Exchange, with Goldman Sachs and CITIC Securities as joint sponsors [1]. - As of now, around 15 companies from the battery sector, including NINGDE TIMES, YIWAI LITHIUM ENERGY, and others, are aiming for IPOs in Hong Kong, indicating a trend of "A+H" dual listings [2]. - NINGDE TIMES successfully listed in Hong Kong on May 20, 2024, raising significant capital for overseas projects [4]. Group 2: Funding and Expansion Plans - ZHENGLI NEW ENERGY raised approximately HKD 10.05 billion in its IPO, with plans to expand production capacity and invest in R&D [5]. - YIWAI LITHIUM ENERGY is focusing its Hong Kong listing on financing overseas production bases in Hungary and Malaysia, with a planned capacity of 30 GWh in Hungary [6]. - HAI CHEN ENERGY aims to become the third-largest global supplier of lithium-ion storage batteries, with a market share of 11% and significant overseas revenue growth [7]. Group 3: Globalization Strategies - XINWANDA has established production bases in multiple countries, with overseas revenue expected to reach 41.83% in 2024 [9]. - ZHONGWEI CO., LTD. has seen its overseas revenue grow from CNY 202 million to CNY 17.88 billion from 2017 to 2024, indicating a strong international presence [11]. - STAR SOURCE MATERIALS plans to enhance its global footprint through a new factory in Malaysia, aiming for a production capacity of 2 billion square meters of battery separators [12]. Group 4: Market Dynamics - The increasing competition in the domestic market and the need for capital have driven companies to seek listings in Hong Kong, which offers a more favorable financing environment [18]. - The trend of lithium battery companies pursuing IPOs in Hong Kong reflects the necessity for local operations to navigate trade barriers in overseas markets [18]. - The upcoming IPO wave is expected to reshape the competitive landscape of the lithium battery industry, with capital internationalization becoming a new avenue for leading companies [18].

格林美股份有限公司（以下简称"公司"）基于对公司未来发展前景的信心以及对公司价值的高度认可， 分别于2025年1月19日召开第六届董事会第三十三次会议和第六届监事会第二十八次会议、2025年2月13 日召开2025年第二次临时股东大会，审议通过了《关于回购公司股份方案的议案》，同意公司使用自有 资金和股票回购专项贷款资金通过二级市场以集中竞价交易的方式回购公司部分股份，本次回购股份用 于实施股权激励或员工持股计划和依法注销减少注册资本，其中，用于依法注销减少注册资本的股份数 量不低于实际回购总量的50%，用于实施股权激励或员工持股计划的股份数量不高于实际回购总量的 50%。本次回购的资金总额不低于10,000万元人民币（含）且不超过20,000万元人民币（含），本次回 购股份的价格为不超过人民币9.93元/股（含）。具体回购数量以回购期限届满时实际回购的股份数量 为准。本次回购股份的实施期限自股东大会审议通过本次回购股份方案之日起12个月内。具体内容详见 公司在指定信息披露媒体《中国证券报》《证券时报》《上海证券报》《证券日报》和巨潮资讯网 （www.cninfo.com.cn）披露的《关于回购公司股份方案的 ...

（文章来源：证券日报） 证券日报网讯 7月31日晚间，格林美发布公告称，截至2025年7月31日，公司通过回购专用证券账户以 集中竞价交易方式累计回购公司股份20，358，500股，占公司目前总股本的0.40%。 ...

（文章来源：每日经济新闻） 格林美（SZ 002340，收盘价：6.45元）7月31日晚间发布公告称，截至2025年7月31日，公司通过回购 专用证券账户以集中竞价交易方式累计回购公司股份约2036万股，占公司目前总股本的0.4%，最高成 交价为人民币7.01元/股，最低成交价为人民币5.85元/股，成交总金额为人民币约1.37亿元。 2024年1至12月份，格林美的营业收入构成为：新能源电池材料占比77.6%，废弃资源综合利用业占比 22.4%。 ...

Group 1 - The company, Greeenmei (002340.SZ), announced a share buyback program, having repurchased a total of 20,358,500 shares, which represents 0.40% of its current total share capital [1] - The highest transaction price during the buyback was RMB 7.01 per share, while the lowest was RMB 5.85 per share [1] - The total amount spent on the share buyback reached RMB 137 million, excluding transaction fees [1]

证券代码：002340 证券简称：格林美 公告编号：2025-080 根据《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指引第 9号——回购股份》等相关规定，回购期间，公司应当在每个月的前三个交易日 内披露截至上月末的回购进展情况。现将公司本次回购股份进展情况公告如下： 格林美股份有限公司 关于回购公司股份的进展公告 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、误导性陈述或重大遗漏。 格林美股份有限公司（以下简称"公司"）基于对公司未来发展前景的信心 以及对公司价值的高度认可，分别于2025年1月19日召开第六届董事会第三十三 次会议和第六届监事会第二十八次会议、2025年2月13日召开2025年第二次临时 股东大会，审议通过了《关于回购公司股份方案的议案》，同意公司使用自有资 金和股票回购专项贷款资金通过二级市场以集中竞价交易的方式回购公司部分 股份，本次回购股份用于实施股权激励或员工持股计划和依法注销减少注册资本， 其中，用于依法注销减少注册资本的股份数量不低于实际回购总量的50%，用于 实施股权激励或员工持股计划的股份数量不高于实际回购总量的50%。本次回购 的资 ...