多氟多新材料股份有限公司 关于开展 2026 年度套期保值业务及可行性分析的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏。 证券代码：002407 证券简称：多氟多 公告编号：2026-003 （一）商品套期保值业务 公司从事新材料新能源业务，主要原材料为碳酸锂等产品。近年来，碳酸锂价格 波动较大，为降低价格波动给公司带来的经营风险，公司及子公司拟根据生产经营计 划开展套期保值业务，降低碳酸锂价格波动风险，以保障主营业务稳健发展。 多氟多新材料股份有限公司（以下简称"公司"）于 2026 年 1 月 9 日召开第八届 董事会第二次会议，审议通过了《关于开展 2026 年度套期保值业务的议案》，现将有 关事项公告如下： 一、开展套期保值业务的目的和必要性 随着公司海外业务不断发展，外币结算需求持续上升。为更好地规避和对冲经营 活动中的汇率风险，公司及控股子公司计划开展外汇套期保值业务，以进一步提升抗 风险能力，增强公司财务稳健性。 二、2026 年度套期保值计划 （一）商品套期保值业务 1、交易品种：公司及子公司拟开展的商品套期保值业务的品种为碳酸锂。 ...

第八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内容的真实、准确和完整，不存在 虚假记载、误导性陈述或者重大遗漏。 一、董事会会议召开情况 多氟多新材料股份有限公司（以下简称"公司"）第八届董事会第二次会议 通知于 2025 年 12 月 30 日通过微信、电子邮件等方式向各董事发出，会议于 2026 年 1 月 9 日上午 9：00 在焦作市中站区焦克路公司科技大厦五楼会议室以现场和 通讯相结合方式召开。本次会议应出席董事 9 人，亲自出席本次会议的董事共计 9 人，会议由董事长李云峰先生主持，部分高级管理人员列席会议。会议的召开 符合《公司章程》规定的程序，并达到了《公司法》及《公司章程》规定的召开 董事会会议的法定表决权数。 二、董事会会议审议情况 证券代码：002407 证券简称：多氟多 公告编号：2026-002 多氟多新材料股份有限公司 表决结果：9 票赞成，0 票反对，0 票弃权。 详见 2026 年 1 月 10 日公司刊登于《证券时报》《上海证券报》和巨潮资讯 网（http://www.cninfo.com.cn）的《关于开展 2026 年度套期保值业务及可行 性分析的公告 ...

每经AI快讯，多氟多1月9日晚间发布公告称，公司第八届第二次董事会会议于2026年1月9日在焦作市 中站区焦克路公司科技大厦五楼会议室以现场和通讯相结合方式召开。会议审议了《关于开展2026年度 套期保值业务的议案》等文件。 每经头条（nbdtoutiao）——独家对话特斯拉FSD跨美第一人：4400公里"零接管"，手没碰过方向盘！作 为激光雷达销售员，他为何站队马斯克的"纯视觉"？ （记者 曾健辉） ...

Industry Background - The market for large cylindrical batteries and all-tab batteries is expected to explode by 2025, with China's cylindrical battery shipments projected to grow by over 15%, and large cylindrical batteries expected to exceed 40% growth [3] - Major companies such as EVE Energy, Molicel, and others are facing supply shortages due to high demand, with continued rapid growth anticipated in 2026 [3] - New growth points and market spaces are emerging from the combination of all-tab, high nickel, silicon-carbon, and sodium batteries with cylindrical batteries [3] Event Overview - The 2026 (Second) Qidian Lithium Battery Cylindrical Battery Technology Forum and the release of the Top 20 Rankings for Cylindrical Batteries will take place on April 10, 2026, in Shenzhen [6] - The event will feature discussions on cutting-edge technologies, processes, and materials related to cylindrical batteries, providing a platform for industry leaders to share insights [3][6] Agenda Highlights - The forum will include sessions on high-power cylindrical battery technology, innovations in household and portable energy storage, and the development of next-generation large cylindrical batteries [7][8] - Roundtable discussions will focus on overcoming barriers to overseas market entry and identifying emerging application markets for rapidly growing cylindrical batteries [7][8] Participating Companies - Notable cylindrical battery companies include EVE Energy, Molicel, BYD, and LG Energy, among others, with a wide range of downstream application companies also participating [10] - The event will also attract companies from the cylindrical battery equipment sector and various testing and certification institutions [10] Registration Information - Different registration options are available, including SVIP and VIP tickets, with early bird discounts offered [11][12] - Free registration is also available with conditions, emphasizing the importance of pre-registration for attendance [13]

Core Viewpoint - The lithium hexafluorophosphate (LiPF6) market is entering a new upward cycle in the second half of 2025, characterized by structural supply-demand mismatches [1]. Group 1: Market Capacity and Production - By the second half of 2025, the overall market will see an increase in production capacity of only 50,000 tons, with nominal capacity at 470,300 tons and effective capacity at 335,000 tons, leading to a global production of 279,000 tons and a capacity utilization rate of 83% [1]. - Major manufacturers such as Dongfang, Tianji, Tinci, Zhonglan Hongyuan, Hongyuan Pharmaceutical, and Yongtai are expected to operate at full capacity [1]. - The first-tier LiPF6 manufacturers will have production exceeding 35,000 tons in 2025, while second-tier manufacturers will exceed 5,000 tons annually [3]. Group 2: Company Rankings and Market Share - The top three LiPF6 companies will account for over 60% of the market share in 2025, with Tinci Materials holding over 30%, Dongfang at 18.3%, and Xintai New Materials exceeding 13% [8]. - The rankings for LiPF6 producers in 2025 are as follows: - First-tier: Tinci Materials, Dongfang, Xintai New Materials - Second-tier: Jiangxi Shilei, Shida Shenghua, Hongyuan Pharmaceutical, Zhejiang Yongtai, Jiangsu Bikon, Zhonglan Hongyuan, Longde, and Shenzhen New Star [5]. Group 3: Price Trends and Future Outlook - After a prolonged period of stagnation, LiPF6 prices began to rise in July 2025, increasing from a low of 47,000 yuan/ton to 180,000 yuan/ton, marking a 283% increase [10]. - In 2026, global LiPF6 production is projected to reach 375,000 tons, with an additional 150,000 tons of effective capacity coming online, leading to an effective capacity of 400,000 tons and an operating rate exceeding 90% [10]. - Prices are expected to remain high throughout 2026, with the third and fourth quarters anticipated to experience seasonal demand peaks, resulting in continued price increases [10].

（编辑 姚尧） 证券日报网讯 1月7日，多氟多发布公告称，近日，多氟多新材料股份有限公司（以下简称"公司"）接 到控股股东李世江先生及其一致行动人焦作多氟多实业集团有限公司（以下简称"多氟多集团"）的通 知，获悉李世江先生及多氟多集团将其持有的公司部分股份办理了解质押手续，本次解质押股数合计 710万股。 ...

Group 1 - The chemical sector experienced a slight pullback on January 7, with the Chemical ETF (516020) fluctuating around the waterline before closing down 0.44% [1][7] - Key stocks in the sector, including Tianqi Lithium and Duofu, saw declines exceeding 4%, while several others dropped over 2%, negatively impacting the overall sector performance [1][7] - Despite the pullback, the basic chemical sector attracted significant capital inflow, with a net inflow of 5.915 billion yuan on the day, ranking fourth among 30 primary industries [9][10] Group 2 - The Chemical ETF (516020) has been a popular investment tool, with a net subscription of 525 million yuan over the past five trading days [10] - A meeting was held by multiple departments to discuss the regulation of competition in the power and energy storage battery industry, with participation from over ten leading companies [10] - Dongxing Securities forecasts a potential recovery in the chemical industry, expecting improvements in supply-demand dynamics and a decrease in raw material costs by 2026, presenting investment opportunities [11][12] Group 3 - The Chemical ETF (516020) tracks the CSI sub-industry index, with nearly 50% of its holdings concentrated in large-cap leading stocks, including Wanhua Chemical and Salt Lake Chemical [11][12] - The ETF also includes investments in sub-sectors such as phosphate and fluorine chemicals, nitrogen fertilizers, and high-end chemical new materials, aiming to capture comprehensive investment opportunities in the chemical sector [11][12]

每经头条（nbdtoutiao）——十年首现，沪指连续站稳关键位置！高盛：建议高配中国股票！券商分析 师：人民币升值等因素加速跨境资本回流 （记者 曾健辉） 每经AI快讯，多氟多1月7日晚间发布公告称，截至本公告日，李世江累计质押股数为1990万股，占其 所持股份比例为16.25%。焦作多氟多实业集团有限公司累计质押股数为1255万股，占其所持股份比例 为44.08%。李凌云累计质押股数为923.4万股，占其所持股份比例为99.9%。 ...

关于控股股东及其一致行动人部分股份解质押的公告 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。 近日，多氟多新材料股份有限公司（以下简称"公司"）接到控股股东李世 江先生及其一致行动人焦作多氟多实业集团有限公司（以下简称"多氟多集团"） 的通知，获悉李世江先生及多氟多集团将其持有的公司部分股份办理了解质押手 续，现将具体情况公告如下： 证券代码：002407 证券简称：多氟多 公告编号:2026-001 多氟多新材料股份有限公司 2、股东股份累计质押情况 截至公告披露日，上述股东及其一致行动人所持股份质押情况如下： 股东 名称 持股数量 （万股） 持股 比例 (%) 本次解质 押前质押 股份数量 (万股) 本次解质 押后质押 股份数量 (万股) 占其 所持 股份 比例 (%) 占公 司总 股本 比例 (%) 已质押股份情况 未质押股份情况 已质押股 份限售和 冻结数量 (万股) 占已质 押股份 比例 (%) 未质押股 份限售和 冻结数量 (万股) 占未质 押股份 比例 (%) 李世江 12,247.54 10.29 2,340.00 1,990.00 16.2 ...

多氟多公告称，控股股东李世江及其一致行动人多氟多集团部分股份解质押。2026年1月6日，李世江解 质押350万股，占其所持股份2.86%，占公司总股本0.29%；多氟多集团解质押360万股，占其所持股份 12.65%，占公司总股本0.30%，质权人均为中国银河证券。截至公告披露日，相关股东及其一致行动人 累计质押股份4168.40万股，占其所持股份25.06%，占公司总股本3.50%。 ...