流动性方面，稀土ETF嘉实盘中换手2.78%，成交1.15亿元。拉长时间看，截至8月1日，稀土ETF嘉实近1周日均成交3.57亿元，居可比基金第一。 规模方面，稀土ETF嘉实近1周规模增长1.38亿元，实现显著增长，新增规模位居可比基金第一。份额方面，稀土ETF嘉实近1周份额增长2.94亿份，实现显 著增长，新增份额位居可比基金第一。 资金流入方面，拉长时间看，稀土ETF嘉实近5个交易日内有4日资金净流入，合计"吸金"5.75亿元。 截至8月1日，稀土ETF嘉实近1年净值上涨62.04%，指数股票型基金排名153/2944，居于前5.20%。从收益能力看，截至2025年8月1日，稀土ETF嘉实自成立 以来，最高单月回报为41.25%，最长连涨月数为4个月，最长连涨涨幅为83.89%，上涨月份平均收益率为10.02%。 数据显示，截至2025年7月31日，中证稀土产业指数前十大权重股分别为北方稀土、包钢股份、中国稀土、盛和资源、卧龙电驱、中国铝业、领益智造、格 林美、厦门钨业、金风科技，前十大权重股合计占比59.32%。 截至2025年8月4日 11:07，中证稀土产业指数上涨0.01%，成分股湘电股份上涨3. ...

公司回答表示：感谢您的关注！格林美作为全球最大的高镍三元前驱体供应商，早在2019年就开始开发 针对固态电池用正极材料的产品，匹配卤化物、硫化物、聚合物、氧化物等一种或多种固态电解质材料 进行应用，包括高镍、超高镍以及富锂锰基正极材料等,在各技术路线均有技术布局并取得突破性进 展。2024年，公司基于晶格修饰、一次颗粒径向堆积和多层级掺杂包覆等技术手段，攻克了固态电池用 正极材料和前驱体的关键技术难题。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。谢谢！ 金融界8月4日消息，有投资者在互动平台向格林美提问：请问公司在固态电池材料方面的技术储备和研 发优势具体有哪些？ ...

Core Viewpoint - The company emphasizes its commitment to innovation and patent development in the field of new energy materials, particularly in the areas of quaternary and core-shell precursors for lithium batteries, aiming to establish a long-term competitive advantage [1] Group 1: R&D and Patent Strategy - The company has a rich portfolio of key technologies and patents related to high-voltage coated quaternary precursors and ultra-high nickel core-shell precursors [1] - As of the end of 2024, the company plans to have applied for over 5,000 patents, showcasing its extensive focus on innovation [1] - The company aims to protect its innovative achievements through a comprehensive patent portfolio in metal raw materials, precursors, and cathode materials [1] Group 2: Business Strategy and Goals - The company is dedicated to creating core materials for various applications, including large cylindrical batteries, "dual three-element" dual-core materials, super sodium batteries, and solid-state lithium batteries [1] - The company follows a principle of "original, first model/set, global first quality" to drive its innovation efforts [1] - The company’s strategy focuses on innovation leadership and quality prioritization to ensure sustainable development and long-term returns for shareholders [1]

Group 1 - The company has developed the world's first ultra-high nickel 9-series quaternary core-shell precursor, which features a three-stage microstructure design that enhances performance compared to traditional products [2] - The new precursor material transitions from a single-stage structure to a three-stage core-shell structure without altering the total metal composition, allowing for a gradual decrease in nickel content and an increase in manganese content from the core to the shell [2] - This design reduces the reactivity at the interface between the material and the electrolyte, minimizing side reactions while ensuring high energy density and improving cycle and safety performance [2]

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 ...