格隆汇9月22日丨天赐材料(002709.SZ)公布，公司全资子公司九江天赐高新材料有限公司（简称"九江 天赐"）与瑞浦兰钧能源股份有限公司（简称"瑞浦兰钧"）签订了《合作协议》。协议约定，在本协议 有效期内（自本协议生效之日起至2030年12月31日止），瑞浦兰钧（含瑞浦兰钧温州基地及下属各关联 公司/基地）向九江天赐采购总量不少于80万吨的电解液产品。货物的具体采购量、采购单价、规格型 号等以经双方确认的《采购订单》为准。 ...

格隆汇9月22日丨天赐材料(002709.SZ)公布，公司已于2025年9月22日向香港联合交易所有限公司（简 称"香港联交所"）递交了首次公开发行H股股票并在香港联交所主板上市的申请，并于同日在香港联交 所网站刊登了本次发行的申请材料。该申请材料为公司按照香港证券及期货事务监察委员会（以下简 称"香港证监会"）及香港联交所的要求编制和刊发，为草拟版本，其所载资料可能会适时作出更新及修 订，投资者不应根据其中的资料作出任何投资决定。 ...

智通财经APP讯，天赐材料(002709.SZ)公告，公司已于2025年9月22日向中国香港联交所递交了首次公 开发行H股股票并在联交所主板上市的申请，并于同日在香港联交所网站刊登了本次发行的申请材料。 ...

天赐材料（002709）公告，公司已于2025年9月22日向香港联合交易所递交了首次公开发行H股股票并 在香港联合交易所主板上市的申请，并于同日在香港联合交易所网站刊登了本次发行的申请材料。本次 发行如果最终实施，发行对象将仅限于符合相关条件的境外投资者及依据中国相关法律法规有权进行境 外证券投资的境内合格投资者。 来源：市场资讯 （来源：科创100ETF基金） ...

天赐材料（002709） | 证券代码：002709 | 证券简称：天赐材料 | 公告编号：2025-106 | | --- | --- | --- | | 转债代码：127073 | 转债简称：天赐转债 | | 广州天赐高新材料股份有限公司 关于向香港联交所递交H股发行上市申请并刊发申请资料的 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。 广州天赐高新材料股份有限公司（以下简称"公司"）已于 2025 年 9 月 22 日 向香港联合交易所有限公司（以下简称"香港联交所"）递交了首次公开发行 H 股股票并在香港联交所主板上市（以下简称"本次发行"）的申请，并于同日在 香港联交所网站刊登了本次发行的申请材料。该申请材料为公司按照香港证券及 期货事务监察委员会（以下简称"香港证监会"）及香港联交所的要求编制和刊 发，为草拟版本，其所载资料可能会适时作出更新及修订，投资者不应根据其中 的资料作出任何投资决定。 本次发行如果最终实施，发行对象将仅限于符合相关条件的境外投资者及依 据中国相关法律法规有权进行境外证券投资的境内合格投资者，公司将不会在境 内证券交 ...

天赐材料（002709） | 证券代码：002709 | 证券简称：天赐材料 | 公告编号：2025-105 | | --- | --- | --- | | 转债代码：127073 | 转债简称：天赐转债 | | 广州天赐高新材料股份有限公司 关于与瑞浦兰钧签订合作协议的公告 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。 特别提示： 1、该协议为电解液供应的框架性协议，协议采购量为双方预测的需求量， 实际以协议执行情况为准，存在一定的不确定性； 2、在协议履行的过程中如遇行业政策、市场环境、经济等不可预计或不可 抗力等因素的影响，有可能存在协议无法如期或全部履行的风险； 3、最近三年披露的框架协议的后续进展情况详见公告正文。 一、协议签订情况概况 2025 年 9 月 22 日，广州天赐高新材料股份有限公司（以下简称"公司"） 全资子公司九江天赐高新材料有限公司（以下简称"九江天赐"）与瑞浦兰钧能 源股份有限公司（以下简称"瑞浦兰钧"）签订了《合作协议》。协议约定，在本 协议有效期内（自本协议生效之日起至 2030 年 12 月 31 日止），瑞浦兰钧（含瑞 ...

天赐材料公告，全资子公司九江天赐与瑞浦兰钧签订了合作协议。在2030年底前，瑞浦兰钧（含温州基 地及下属关联公司）向九江天赐采购总量不少于80万吨的电解液产品。具体采购量、单价、规格型号等 以双方确认的采购订单为准。此举有利于双方形成紧密的供需联动，对公司2026年至2030年度经营业绩 产生积极影响。 ...

天赐材料公告，广州天赐高新材料股份有限公司已于2025年9月22日向香港联合交易所有限公司递交了 首次公开发行H股股票并在香港联交所主板上市的申请，并于同日在香港联交所网站刊登了本次发行的 申请材料。 ...

Core Viewpoint - Guangzhou Tinci Materials Technology Co., Ltd. has submitted a listing application to the Hong Kong Stock Exchange, with J.P. Morgan, CITIC Securities, and GF Securities as joint sponsors. The company is already listed on the Shenzhen Stock Exchange [1]. Company Overview - The company is a technology-driven new energy and advanced materials firm, focusing on providing lithium-ion battery materials, daily chemical materials, and specialty chemicals solutions to global corporate clients [3]. - Its lithium-ion battery materials business includes electrolyte and core materials, cathode materials (iron phosphate, lithium iron phosphate), PACK structural adhesives, and binders. The daily chemical materials and specialty chemicals business includes carbomer, surfactants, silicone oil, and cationic conditioning agents [3]. Revenue Contribution - The majority of the company's revenue comes from lithium-ion battery materials, which is a strategic focus, while a smaller portion comes from daily chemical materials and specialty chemicals [3]. Production Capabilities - The company has integrated the complete value chain for key raw materials of electrolytes, including LiPF6, LiFSI, additives, and lithium carbonate. It has successfully expanded into cathode materials and adhesives for lithium batteries, forming a comprehensive solution for lithium-ion battery materials [3]. - As of June 30, 2025, the self-supply ratios for LiPF6, LiFSI, DTD additives, and high-purity lithium carbonate are projected to be 99.0%, 97.0%, 90.0%, and 100.0%, respectively, ranking first in the industry [4]. Production Network - The company has established a production network extending beyond China, with 15 operational production bases and one under construction in China. It also collaborates with two contract manufacturers in the U.S. and Germany, with plans to establish production bases in Morocco and the U.S. [4]. Customer Dependency - The total sales to the top five customers accounted for approximately 70.8%, 71.2%, 58.7%, and 58.7% of total revenue for the years ending December 31, 2022, 2023, 2024, and the six months ending June 30, 2025, respectively [5]. Financial Performance - The company reported revenues of RMB 22.32 billion, RMB 15.40 billion, RMB 12.52 billion, and RMB 7.03 billion for the fiscal years 2022, 2023, 2024, and the six months ending June 30, 2025, respectively. Corresponding profits were approximately RMB 5.84 billion, RMB 1.84 billion, RMB 478 million, and RMB 265 million [5][6].

Core Viewpoint - Guangzhou Tinci Materials Technology Co., Ltd. has submitted an application for listing on the Hong Kong Stock Exchange, with J.P. Morgan, CITIC Securities, and GF Securities as joint sponsors. The company is already listed on the Shenzhen Stock Exchange [1]. Company Overview - The company is a technology-driven new energy and advanced materials firm, focusing on providing lithium-ion battery materials, daily chemical materials, and specialty chemical solutions to global enterprise clients [3]. - Its lithium-ion battery materials business includes electrolyte and core materials, cathode materials (iron phosphate, lithium iron phosphate), PACK structural adhesives, and binders. The daily chemical materials and specialty chemicals segment includes carbomer, surfactants, silicone oil, and cationic conditioning agents [3]. Revenue Contribution - The majority of the company's revenue comes from lithium-ion battery materials, which is a strategic focus, while a smaller portion comes from daily chemical materials and specialty chemicals [3]. Production and Supply Chain - The company has integrated the complete value chain for key raw materials of electrolytes, including LiPF6, LiFSI, additives, and lithium carbonate. It has successfully expanded into cathode materials and adhesives for lithium batteries, forming a comprehensive solution for lithium-ion battery materials [3]. - As of June 30, 2025, the self-supply ratios for LiPF6, LiFSI, DTD additives, and high-purity lithium carbonate are projected to reach 99.0%, 97.0%, 90.0%, and 100.0%, respectively, ranking first in the industry [4]. Production Network - The company has established a production network extending beyond China, with 15 operational production bases and one under construction in China. It also collaborates with two contract manufacturers in the U.S. and Germany, with plans to establish production bases in Morocco and the U.S. [4]. Customer Dependency - The company's total sales to its top five customers accounted for approximately 70.8%, 71.2%, 58.7%, and 58.7% of total revenue for the years ending December 31, 2022, 2023, 2024, and the six months ending June 30, 2025, respectively [5]. Financial Performance - The company reported revenues of RMB 22.32 billion, RMB 15.40 billion, RMB 12.52 billion, and RMB 7.03 billion for the fiscal years 2022, 2023, 2024, and the six months ending June 30, 2025, respectively. Corresponding profits were approximately RMB 5.84 billion, RMB 1.84 billion, RMB 478 million, and RMB 265 million [5][6].