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格林美:与韩国ECOPRO及其下属公司签署建设“镍资源+新能源材料”产业链战略合作协议
news flash· 2025-04-10 08:49
Core Viewpoint - The company, Greeenmei (002340.SZ), has signed a strategic cooperation agreement with South Korea's ECOPRO and its subsidiary ECOPRO BM to jointly develop an international green industrial park in Indonesia, focusing on the supply chain for secondary battery materials [1] Group 1 - The agreement was signed on April 9, 2025, in Pohang, South Korea [1] - The collaboration aims to establish a core supply chain for secondary battery materials, covering "nickel resources - precursors - cathode materials" [1] - The agreement serves as a framework for the cooperation intentions and basic principles, with specific implementation still uncertain [1]
格林美:与ECOPRO签署战略合作协议
news flash· 2025-04-10 08:46
格林美(002340)公告,公司与韩国ECOPRO及其下属公司ECOPRO BM签署了建设"镍资源—新能源 材料"产业链战略合作协议。双方将共同建设印尼IGIP园区并实施IGIP项目,涵盖镍资源、前驱体、正 极材料的二次电池材料产业核心供应链。ECOPRO将参股基础设施服务公司,参股比例不超过20%。双 方还将共同投资红土镍矿高压浸出项目,并设立合资企业建设正极材料厂,年产能约20万吨。此次战略 合作旨在提升格林美在全球高镍前驱体制造领域的核心地位,促进公司未来业绩增长,符合公司长期发 展战略和广大投资者的利益。 ...
格林美新一代超高镍9系核壳三元前驱体发货
高工锂电· 2025-04-08 10:35
Core Viewpoint - The integration of technological innovation and application scenarios will open new growth opportunities for ultra-high nickel ternary materials [1][6]. Group 1: Market Position and Product Development - High nickel ternary materials have long dominated the high-end power market internationally, with new technologies such as long-range power batteries, large cylindrical batteries, and solid-state batteries requiring high nickel ternary materials as carriers [2]. - Greeenmei announced the first mass production and shipment of its new generation ultra-high nickel 9 series core-shell ternary precursor on April 7, 2025, marking a significant technological breakthrough after three years of continuous R&D [2][3]. - Greenmei is the only company globally capable of large-scale production of ultra-high nickel 9 series core-shell ternary precursors, with a planned shipment volume of approximately 3,000 tons per month, enough to equip around 20,000 high-end new energy vehicles [3][4]. Group 2: Financial Performance and Market Impact - In the first quarter of 2025, Greenmei reported a production and sales boom with a capacity utilization rate exceeding 95%, unaffected by U.S. tariff policies [4]. - The company’s nickel metal production and sales exceeded expectations, with shipments surpassing 25,000 tons, contributing to the effective implementation of its 2025 operational goals [4]. Group 3: Application Trends and Future Growth - The market growth potential for high nickel ternary materials largely depends on the continuous expansion of downstream application scenarios, with high energy density, long cycle life, and fast charging performance being advantageous in various sectors beyond high-end electric vehicles [4]. - Emerging technology fields such as mobile smart terminals, humanoid robots, and aerospace vehicles are increasingly demanding high-performance batteries, aligning well with the characteristics of ternary batteries [4]. - Technological breakthroughs in solid-state batteries, semi-solid batteries, and large cylindrical batteries are reshaping material demand patterns, with high nickel ternary materials maintaining a leading position in new battery development [5].
格林美(002340) - 关于回购公司股份的进展公告
2025-04-08 10:03
证券代码:002340 证券简称:格林美 公告编号:2025-044 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 ...
万华化学董事长提议回购股份;琏升科技筹划重大资产重组 | 新能源早参
Mei Ri Jing Ji Xin Wen· 2025-04-08 00:01
Group 1 - Greeenme's new generation of ultra-high nickel 9-series core-shell ternary precursor has achieved mass production and shipment, marking the beginning of large-scale commercialization in the global market [1] - The company is the only enterprise globally capable of large-scale production of ultra-high nickel 9-series core-shell ternary precursors, showcasing its technological leadership and competitive advantage in the new energy materials sector [1] - In Q1 2025, the company reported strong production and sales, with a capacity utilization rate exceeding 95%, unaffected by U.S. tariff policies, and has secured high-quality orders in the Japanese, Korean, and European high-end markets [1] Group 2 - Liansheng Technology plans to acquire control of Xingshu Century and minority stakes in Tianjin Liansheng through a combination of share issuance and cash payment, indicating a significant asset restructuring [2] - The company's stock has been suspended since April 7, 2025, with relevant transaction information expected to be disclosed by April 21, 2025 [2] - The move reflects the company's proactive strategy in the capital market, aiming to optimize its industrial structure and enhance market competitiveness, particularly in the competitive photovoltaic industry [2] Group 3 - Wanhua Chemical's chairman proposed a share buyback plan with a total fund of 300 million to 500 million yuan, aimed at reducing registered capital [3] - The buyback price will not exceed 150% of the average trading price over the 30 trading days prior to the board's approval, demonstrating the management's confidence in the company's value and commitment to shareholder interests [3] - The buyback is expected to enhance earnings per share, providing tangible benefits to shareholders, and reflects the company's strong financial position [3]
格林美(002340) - 关于新一代超高镍9系核壳三元前驱体量产与发货的公告
2025-04-07 12:15
证券代码:002340 证券简称:格林美 公告编号:2025-043 格林美股份有限公司 关于新一代超高镍9系核壳三元前驱体 量产与发货的公告 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。 二、对公司的影响 新一代超高镍 9 系核壳三元前驱体技术通过微米级微观结构设计,在不改变 材料的金属总组成前提下,将微米级前驱体材料由一段式结构升级为三段式结构, 即内核层、外壳层以及连接内核和外壳的过渡层。材料由内核至外壳镍含量逐步 降低,锰含量逐步升高,即内部镍高锰低,外部锰高镍低,从而降低了材料与电 解液接触界面的活性,减少副反应发生,在保证高能量密度的同时提升了循环和 安全性能。核壳材料有效提升了电池的循环寿命和安全性,在材料端给出了解决 新能源汽车安全和循环兼顾痛点的解决方案。 格林美凭借自主研发的魄力、攻坚克难的勇气和坚持不懈的毅力,开发了新 一代超高镍 9 系核壳三元前驱体,该技术代表着三元前驱体制造领域的全球最高 技术难度,也代表全球三元前驱体技术发展的最新方向,该产品计划出货量约为 3,000 吨/月,进一步丰富了公司高端前驱体产品线,极大稳定公司全球市 ...
4月2日股市必读:格林美(002340)董秘有最新回复
Sou Hu Cai Jing· 2025-04-02 20:36
截至2025年4月2日收盘,格林美(002340)报收于6.54元,上涨0.0%,换手率0.62%,成交量31.75万手, 成交额2.08亿元。 董秘最新回复 投资者: 请问董秘最新的股东人数。 董秘: 感谢您的关注!截至2025年3月10日,公司股东总户数为432,783户。 投资者: 请问截止2025年3月10日,贵公司股东人数有多少? 董秘: 感谢您的关注!截至2025年3月10日,公司股东总户数为432,783户。 投资者: 公司最新的股东人数是多少? 董秘: 感谢您的关注!截至2025年2月20日,公司股东总户数为421,401户。 投资者: 请问截至2月28日收盘公司股东人数是多少,谢谢! 董秘: 感谢您的关注!截至2025年2月28日,公司股东总户数为432,297户。 投资者: 请问截至1月27日收盘公司股东人数是多少?谢谢 董秘: 感谢您的关注!截至2025年1月20日,公司股东总户数为419,650户。 投资者: 请问:1月20日股东人数是多少?谢谢! 董秘: 感谢您的关注!截至2025年1月20日,公司股东总户数为419,650户。 投资者: 尊敬的董秘您好!请问1月10日公司股东人数多 ...
格林美(002340) - 关于回购公司股份的进展公告
2025-04-01 10:20
证券代码:002340 证券简称:格林美 公告编号:2025-042 格林美股份有限公司 (2)中国证监会及深圳证券交易所规定的其他情形。 格林美股份有限公司(以下简称"公司")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 ...
新能车ETF(515700)早盘震荡涨超1%,我国新能源汽车相关企业的注册数量逐年增长
Jie Mian Xin Wen· 2025-03-26 02:53
Core Viewpoint - The number of registered new energy vehicle (NEV) related enterprises in China has been increasing year by year, with over 1.427 million existing enterprises as of now, and a peak of over 332,000 expected in 2024 [4] Group 1: Market Performance - The new energy vehicle ETF (515700) saw a morning increase of over 1%, with a latest price of 1.73 yuan and a trading volume of 21.9244 million yuan [1] - The new energy vehicle ETF has accumulated a rise of 7.29% over the past three months, ranking in the top half among comparable funds [1] - The latest scale of the new energy vehicle ETF reached 2.434 billion yuan, also placing it in the top half among comparable funds [1] Group 2: Industry Growth - In the first two months of 2025, NEV production and sales reached 190,000 and 185,000 units respectively, showing year-on-year increases of 52% and 51.98%, with a market share of 40% [4] - The penetration rate of new energy vehicles reached 41.91% in February, indicating rapid growth in production and sales [4] - The number of newly registered NEV-related enterprises in 2025 is approximately 65,000, continuing the trend of annual growth [4] Group 3: Key Companies - The top ten weighted stocks in the China Securities New Energy Vehicle Industry Index (930997) account for 56.9% of the index, with BYD (002594) and CATL (300750) being the largest contributors [5] - The weightings of the top stocks include BYD at 10.75%, CATL at 10.58%, and Huichuan Technology at 9.99% [7]
格林美(002340) - 第七届董事会第二次会议决议公告
2025-03-19 09:30
证券代码:002340 证券简称:格林美 公告编号:2025-041 格林美股份有限公司 第七届董事会第二次会议决议公告 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。 一、董事会会议召开情况 格林美股份有限公司(以下简称"格林美"或"公司")第七届董事会第二 次会议通知已于2025年3月16日分别以书面、传真或电子邮件等方式向公司全体 董事发出,会议于2025年3月18日在荆门市格林美新材料有限公司会议室以现场 加通讯表决方式召开。本次会议应参加会议的董事6人,实际参加会议的董事6 人。出席会议的人数超过董事总数的二分之一,表决有效。会议由公司董事长许 开华先生主持,会议召开的时间、地点及方式均符合《公司法》及《公司章程》 的有关规定。 二、董事会会议审议情况 1、会议以6票同意、0票反对、0票弃权,审议通过了《关于聘任公司总经理 的议案》。 经公司董事长提名,并由公司董事会提名委员会审查,同意聘任许开华先生 为公司总经理,任期自本次董事会审议通过之日起至第七届董事会任期届满之日 止,个人简历附后。公司第七届董事会成员中兼任公司高级管理人员以及由职工 代表担 ...