中国经济网北京12月8日讯 多氟多(002407.SZ)于12月6日发布关于董事、控股股东一致行动人减持股份预披露的公告。 据新浪财经，李凌云从2013年6月7日起，第一次减持多氟多股份，迄今为止，累计减持公司股票284.55万股，累计套现约9584.82万 元。 多氟多2024年年度报告显示，多氟多的控股股东和实际控制人是李世江。李世江的一致行动人为：李云峰、李凌云、韩世军、谷正 彦、焦作多氟多实业集团有限公司。李世江与李凌云系父女关系（长女），与侯红军系翁婿关系（二女婿）。 2024年，公司实现营业收入82.07亿元，同比下降31.25%；归母净利润亏损3.08亿元，上年同期盈利5.11亿元；扣非净利润亏损4.04亿 元，上年同期盈利4.71亿元。 | | 2024 年 | 2023 年 | | 本年比上 年增减 | 2022 年 | | | --- | --- | --- | --- | --- | --- | --- | | | | 调整前 | 调整后 | 调整后 | 调整前 | 调整后 | | | 8, 206, 948, 327. 21 | 11, 936, 638, 502, 81 | 11,9 ...

Event Overview - The 2025 (10th) Qidian Lithium Battery Industry Annual Conference and Lithium Battery Golden Ding Award Ceremony will be held on December 18-19, 2025, in Shenzhen, marking the 10th anniversary of Qidian Lithium Battery and Qidian Research [2] - The theme of the event is "New Cycle, New Technology, New Ecology," focusing on discussions around the new industry cycle, new materials, new processes, and new technologies [2] Event Significance - The annual conference serves as a significant platform for over 1,000 attendees from the lithium battery industry, including materials, equipment, cell manufacturers, and downstream application enterprises [2] - The event aims to summarize the past decade of the lithium battery industry and explore future development cycles, providing opportunities for industry exchange and collaboration [2] Event Highlights - The conference will feature over 1,200 attendees, making it the largest annual gathering, with nine specialized forums and over 60 prominent speakers discussing core issues and technological breakthroughs [4] - The 10th Lithium Battery Golden Ding Award will be held concurrently, recognizing outstanding contributions to the lithium battery industry [4] - The event will also include the 2025 China New Energy Entrepreneurs Club Council meeting, facilitating direct interactions among industry leaders [4] Specialized Sessions and Topics - The event will include specialized sessions on various topics such as the development trends of large cylindrical batteries, high-energy density batteries, and new battery materials and processes [6][7] - Key discussions will cover the global user-side energy storage industry white paper, trends in household energy storage, and the application of solid-state batteries in data centers [7][8] Participation and Sponsorship - The event will feature sponsorship from various companies, including major players in the lithium battery and energy storage sectors, enhancing the event's prestige and outreach [4] - Registration for the event is priced at 2,888 yuan per person, which includes access to all sessions, meals, and industry white papers [11]

Investment Rating - The report maintains an "Outperform" rating for the electric equipment and new energy industry [1]. Core Insights - The sales of new energy vehicles are expected to continue growing, with a projected 20% year-on-year increase in domestic sales by 2025, driving demand for batteries and materials [1]. - The Ministry of Industry and Information Technology is promoting a "de-involution" strategy in the battery industry, which is anticipated to restore profitability across the supply chain [1]. - Solid-state battery industrialization is progressing, with a focus on related materials and equipment companies [1]. - In the photovoltaic sector, the "de-involution" strategy is seen as a key investment theme, although terminal demand is currently weak, leading to price fluctuations in the supply chain [1]. - The wind power sector is expected to see sustained growth, with government support for new projects [1]. - The energy storage market remains robust, with rising prices in upstream materials affecting downstream integration [1]. - Hydrogen energy is anticipated to open up demand for green hydrogen, with a focus on downstream applications [1]. - Nuclear fusion is viewed as a long-term energy development direction, with recommendations to focus on core suppliers in this area [1]. Summary by Sections New Energy Vehicles - The fourth quarter is a peak sales season, with a forecast of 1.72 million new energy vehicles sold in November 2025, a 20% year-on-year increase [2]. - Cumulative wholesale figures for the year show a 29% increase, totaling 13.78 million vehicles [2]. Battery Industry - The planned production for December 2025 is 148.84 GWh, reflecting a 2.27% month-on-month increase [2]. Photovoltaic and Wind Power - The utilization rates for wind and photovoltaic power are projected at 96.4% and 94.8% respectively for October 2025 [2]. - The announcement of new brands for polysilicon futures is expected to have limited impact on the supply landscape [1]. Energy Storage - By November 2025, 10 GW/29.7 GWh of energy storage systems have been tendered, with independent storage projects making up 90% of this [2]. - The demand for energy storage remains high, with upstream material price increases pushing up costs in downstream integration [1]. Hydrogen Energy - The National Energy Administration has announced pilot projects for hydrogen energy, indicating a growing focus on this sector [2]. Market Trends - The electric equipment and new energy sector saw a slight increase of 0.22% this week, with wind power leading the gains at 3.48% [10]. - The lithium battery index experienced a decline of 3.53%, indicating market volatility [13]. Price Observations - The price of lithium carbonate remains high, with battery-grade prices around 91,000 RMB per ton, reflecting a 2.6% increase [25]. - Energy storage cell prices are stable, with square lithium iron phosphate cells priced between 0.270-0.420 RMB per watt-hour [26].

新周期 新技术 新生态，由起点锂电、起点储能、起点研究院SPIR主办的 2025（第十届）起点锂电行业年会暨锂电金鼎奖颁奖典礼&起点研究 十周年庆典、2025起点用户侧储能及电池技术论坛 将于 12月18-19日在深圳市维纳斯皇家酒店 举办。会议包含6大专场，聚焦50+热门议 题，将邀请锂电产业链1200+企业嘉宾代表齐聚，共探锂电周期新未来！ 经组委会确认， 多氟多新能源科技有限公司 将作为金牌赞助商重点支持 本届年会举办，年会同期 多氟多新能源 将发表主题演讲！欢迎行业人 士报名参会、现场交流！ 企业介绍 多氟多新能源 依托南北两大生产基地构建起完善的产业布局，旗下拥有广西宁福新能源科技有限公司与多氟多新能源科技有限公司两大核心主 体，形成了覆盖锂电池全产业链的研发与制造体系。 公司自主研发的第三代"氟芯"大圆柱电池，广泛应用于电动两轮/三轮车、新能源汽车及海内外储能领域，获得了市场和客户的高度认可。 在用户最关心的安全性方面， 多氟多新能源 采用双向泄压防爆阀设计，其独特之处在于：当电池内部因各种原因导致压力异常升高时，该防爆 阀能够迅速感知并自动开启，有效释放内部积聚的高压气体，有效防止电池因压力过大 ...

Group 1: Major Transactions - Bohai Chemical is planning to sell 100% equity of Tianjin Bohai Petrochemical and acquire control of Anhui Taida New Materials through a combination of share issuance and cash payment, leading to a significant asset restructuring [1] - Zhongneng Electric is set to acquire 65% equity and debt from three companies, which may constitute a major asset restructuring but will not involve share issuance or change in control [4] - Hai Tai Development has decided to terminate the acquisition of controlling interest in Zhixueyun Technology due to disagreements on key terms, ensuring no adverse impact on normal business operations [5] Group 2: Performance Updates - Wen's shares reported a sales revenue of 3.324 billion yuan from meat chickens in November, marking a year-on-year increase of 10.18% [6] - Shuguang shares saw a 71.07% year-on-year increase in vehicle sales, totaling 207 units in November [6] - Muyuan shares experienced a decline in sales revenue from commodity pigs, reporting 9.39 billion yuan, a decrease of 20.43% year-on-year [6] - Pengding Holdings reported a 5.58% year-on-year decrease in consolidated revenue for November [6] Group 3: Industry Developments - Xiangxi Dairy reported a 6.3% month-on-month increase in fresh milk production in November, although it saw a year-on-year decline of 6.47% [7] - Baisheng Intelligent plans to acquire 51% equity in Zhongke Shengu, which focuses on the research and application of core technologies for embodied intelligent robots [7]

Summary of Key Points Core Viewpoint - On December 5, a total of 21 listed companies disclosed share reduction situations, while Meilixin announced plans for share buybacks ranging from 50 million to 100 million yuan [1][3]. Group 1: Share Buybacks - Meilixin's controlling shareholder plans to buy back shares worth between 50 million and 100 million yuan [2][4]. Group 2: Share Reductions - Several companies announced share reductions, including: - Saiwei Electronics: Directors and executives plan to reduce holdings by up to 152,200 shares [2][4]. - Tianci Materials: Directors and senior management plan to reduce holdings by up to 924,000 shares [2][4]. - Oujing Technology: Shareholder Wanzhao Huigu plans to reduce holdings by up to 3% [2][4]. - Yue Wannianqing: Hehe Investment reduced holdings by 2,183,900 shares from December 3 to 4 [2][4]. - New Media Shares: Shareholder Hengqin Hongtu Rongyao plans to reduce holdings by up to 0.11% [2][4]. - Others include Sai Lisi, Quanxin Hao, Mingxin Xuteng, Dongxing Medical, Aiyu Shares, and more, with various percentages and share counts disclosed [2][4].

Core Viewpoint - The company, Dufluor (002407.SZ), announced that its director and controlling shareholder's concerted actor, Ms. Li Lingyun, plans to reduce her shareholding in the company by a total of up to 2.3107 million shares, which represents 0.20% of the total share capital after excluding shares held in the company's repurchase special account [1] Summary by Category - **Shareholding Reduction** - Ms. Li Lingyun intends to reduce her holdings through centralized bidding and block trading methods [1] - The total number of shares to be reduced is capped at 2.3107 million [1] - This reduction accounts for 0.20% of the total share capital after excluding repurchased shares [1]

Group 1 - The core point of the article is that Zhifuduo (002407.SZ) announced that its director and controlling shareholder's concerted actor, Ms. Li Lingyun, plans to reduce her shareholding in the company by a total of no more than 2.31 million shares, which accounts for 0.20% of the total share capital after excluding shares held in the company's repurchase special account [1]

Group 1 - The core point of the article is that the company, 多氟多, announced that its director and controlling shareholder, Li Lingyun, plans to reduce his shareholding by no more than 2.31 million shares, which represents 0.2% of the total share capital after excluding shares held in the company's repurchase account [1]

Group 1 - The core point of the article is that Li Lingyun, a director and concerted action person of the controlling shareholder of Duofuduo, plans to reduce her shareholding by up to approximately 2.31 million shares, which accounts for 0.2% of the total share capital after excluding shares in the repurchase account [1] - As of the latest report, Duofuduo's market capitalization is 36.9 billion yuan [2] - For the first half of 2025, Duofuduo's revenue composition is 79.42% from industrial sectors and 20.58% from other industries [1]