Group 1 - The lithium sector is experiencing a rebound due to strong downstream demand, with a notable increase in carbonated lithium prices by over 3% [2][9] - Longpan Technology announced a significant increase in expected total sales to Chuangneng New Energy Co., Ltd., from over 5 billion to over 45 billion [2] - The price of carbonated lithium main contract rose, with a daily increase of 3.55%, reaching a peak of 94,800 [3][6] Group 2 - The lithium sector saw individual stocks like Tianji Co., Ltd. hitting the daily limit, while Tibet Mining and others also experienced significant gains [6] - Analysts attribute the recent rise in carbonated lithium prices to a surge in domestic and international energy storage market orders, leading to increased production schedules for battery and iron lithium material companies [9]

Core Viewpoint - The lithium battery electrolyte sector is experiencing a rebound, with Tianji Co. hitting the daily limit up, alongside other companies like Duofluoride, Huasheng Lithium, Fengyuan Co., Anda Technology, and Haike Xinyuan also seeing gains [1] Group 1: Price Movements - Prices of lithium hexafluorophosphate and various electrolyte solvents have risen significantly, with the factory price of EC increasing by 8.33% in one day [1] - The factory price of DMC has also seen a daily increase of 6.93%, indicating a broader trend of price hikes across multiple products including EMC, FEC, and VC [1]

Group 1: 嘉元科技 - Shipment target for 2026 is 17wt, with expected capacity of 13-14wt by the end of 2025, considering cautious expansion due to current profits [1] - Solid copper foil shipments are projected at approximately 100t in 2025 and 1kt in 2026 [1] - Single order prices have increased by 1-2k, while long-term contracts with major clients have not yet adjusted; net profit per ton is expected to be 2-3k next year, potentially higher if price increases are realized [1] Group 2: 中一科技 - Lithium battery and electronic shipments are targeted at 6wt+ and 1-1.5wt for 2025, with 6-6.5wt and 2wt for 2026; current capacities are 4wt and 1.5wt [1] - Price increases of 1-2k have been implemented for small clients, while major clients' prices are determined through semi-annual bidding; a planned price increase of 2k is expected in December [1] - The company aims to establish a self-generated negative electrode pilot line by mid-2026 [1] Group 3: 诺德股份 - Monthly shipments have increased from 5-5.5kt before August to 6k in September and 7kt in October, with projections of 8kt+ in November and December [1] - Total capacity is currently 14wt, with an expected increase of 1.5wt next year; price increases are anticipated due to supply-demand gaps [1] - High-end products, particularly 4.5μm, accounted for over 60% in H1 2025 and are expected to exceed 70% currently [1] Group 4: 天际股份 - Shipment target for next year is over 5wt, with current shipments between 3.8w-3.9wt and monthly shipments around 3.8-4k [2] - Some core clients have accepted monthly price negotiations, with December prices expected to be no lower than 15w [2] - Lithium sulfide production is expected to reach 20-30 tons next year, with a unit price exceeding 200w [2] Group 5: 安达科技 - Shipment targets are set at 11wt for 2025 and 15wt for 2026, with full production expected by Q1 2026 [2] - The company plans to finalize pricing for H1 2026 by mid-December, with small clients currently paying 2-3k more than large clients [2] - Expected processing fee for iron lithium in 2026 is around 1.6w, with a price increase of 2k anticipated [2] Group 6: 英联股份 - A procurement agreement for composite aluminum foil for solid-state applications has been signed, with expected production of 2kw in 2026 and 3kw in 2027 [2] - The total value of the agreement is estimated at 3-4 billion, with the first batch expected to ship in December [2] - The lithium metal negative electrode production line is set to begin installation in December, with plans for batch product supply by Q1 2026 [2]

截至发稿，天际股份市值为190亿元。 2025年1至6月份，天际股份的营业收入构成为：化工制造业占比92.14%，家用厨房电器具制造业占比 7.86%。 每经AI快讯，天际股份（SZ 002759，收盘价：37.8元）11月21日晚间发布公告称，公司第五届第十七 次董事会会议于2025年11月21日在公司会议室以现场和通讯表决的方式召开。会议审议了《关于调整董 事会专门委员会委员的议案》等文件。 （记者 曾健辉） 每经头条（nbdtoutiao）——AI"电老虎"撞上电网"老骨头"：美国缺电搅动全球资本市场 ...

上述募集资金到位情况经大华会计师事务所（特殊普通合伙）审验，并出具 了《天际新能源科技股份有限公司向特定对象发行股票募集资金验资报告》（大 华验字[2023]000704 号）。为规范公司募集资金管理，公司及控股子公司已设立 募集资金监管账户，公司及控股子公司已与保荐人华泰联合证券有限责任公司、 相关募集资金专户监管银行签署了募集资金专户存储三方/四方监管协议。 华泰联合证券有限责任公司 关于天际新能源科技股份有限公司 使用部分募集资金向控股子公司增资以实施募投项目的核 查意见 华泰联合证券有限责任公司（以下简称"华泰联合证券"或"保荐人"）作 为天际新能源科技股份有限公司（以下简称"天际股份"、"公司"或"发行人"） 2021 年度向特定对象发行股票的保荐人，根据《证券发行上市保荐业务管理办 法》《上市公司募集资金监管规则》《深圳证券交易所上市公司自律监管指引第 1 号——主板上市公司规范运作（2025 年修订）》《深圳证券交易所上市公司自律 监管指引第 13 号——保荐业务（2025 年修订）》等相关规定，就公司本次使用 部分募集资金向控股子公司增资以实施募投项目的事项进行了核查，具体情况如 下： 一、募 ...

股票代码：002759 股票简称：天际股份 公告编号：2025-089 天际新能源科技股份有限公司 关于使用部分募集资金向控股子公司增资 以实施募投项目暨关联交易的公告 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 天际新能源科技股份有限公司（以下简称"公司"）于 2025 年 11 月 21 日召 开第五届董事会第十七次会议，审议通过《关于使用部分募集资金向控股子公司 增资以实施募投项目暨关联交易的议案》，公司募投项目"3 万吨六氟磷酸锂、 6,000 吨高纯氟化锂等新型电解质锂盐及一体化配套项目"的实施主体之一为公 司全资子公司江苏新泰材料科技有限公司（以下简称"新泰材料"）控股子公司 江苏泰瑞联腾材料科技有限公司（以下简称"泰瑞联腾"），公司根据募投项目实 际实施进展，本次拟使用募集资金 1.5 亿元实缴泰瑞联腾注册资本，进而推动并 完成募投项目中二期工程的建设。公司本次与泰瑞联腾少数股东江苏瑞泰新能源 材料股份有限公司（以下简称"瑞泰新材"）向泰瑞联腾共同投资构成关联交易， 该议案已提前经第五届董事会独立董事第二次专门会议审议通过。具体情况如下： 一 ...

股票代码：002759 股票简称：天际股份 公告编号：2025-088 天际新能源科技股份有限公司 关于调整董事会专门委员会委员的公告 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 | 第五届董事会专门委员会 | 召集人 | 委员会成员 | | --- | --- | --- | | 战略委员会 | 吴锡盾 | 陶惠平、陈俊明、王向东、吴辉 | | 薪酬与考核委员会 | 吴辉 | 陈俊明、苏旭东 | | 审计委员会 | 苏旭东 | 吴辉、林清泉 | | 提名委员会 | 余超生 | 陈俊明、苏旭东 | 天际新能源科技股份有限公司董事会 2025 年 11 月 22 日 九、备查文件 1、第五届董事会第十七次会议决议 特此公告。 天际新能源科技股份有限公司（以下简称"公司"）于 2025 年 11 月 21 日召 开第五届董事会第十七次会议，审议通过《关于调整董事会专门委员会委员的议 案》。 为促进公司规范运作，根据公司《战略委员会工作规则》《审计委员会工作 规则》，公司选举王向东先生为公司第五届董事会战略委员会委员，选举林清泉 先生为公司第五届董事会审计委员会 ...

一、董事会会议召开情况 股票代码：002759 股票简称：天际股份 公告编号：2025-087 天际新能源科技股份有限公司 第五届董事会第十七次会议决议公告 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。 本议案已经第五届董事会独立董事 2025 年第二次专门会议审议通过，同意 将本议案提交至董事会审议。 表决情况：赞成 8 票，反对 0 票，弃权 0 票，获全体非关联董事一致通过， 关联董事王晓斌先生回避了表决。 具体内容见公司同日于巨潮资讯网（http://www.cninfo.com.cn）及《证券 时报》《中国证券报》《证券日报》《上海证券报》披露的《关于使用部分募集资 金向控股子公司增资以实施募投项目暨关联交易的公告》。 三、备查文件 1、第五届董事会第十七次会议决议。 天际新能源科技股份有限公司(以下简称"公司")第五届董事会第十七次会 议于 2025 年 11 月 21 日下午在公司会议室以现场和通讯表决的方式召开，本次 会议应出席董事 9 人，实际出席董事 9 人，会议由董事长吴锡盾先生主持。会 议通知已于 2025 年 11 月 18 日以电 ...

Core Viewpoint - Tianji Co., Ltd. (002759.SZ) has approved a proposal to use part of the raised funds to increase capital in its subsidiary for the implementation of a fundraising project, which includes the production of lithium salts and integrated supporting projects [1] Group 1: Fundraising Project Details - The fundraising project involves the production of 30,000 tons of lithium hexafluorophosphate and 6,000 tons of high-purity lithium fluoride [1] - The implementation entity for the project includes the wholly-owned subsidiary Jiangsu Xintai Material Technology Co., Ltd. and its controlling subsidiary Jiangsu Tairui Lanteng Material Technology Co., Ltd. [1] Group 2: Capital Increase and Investment - The company plans to use 150 million yuan to pay in registered capital for Tairui Lanteng, facilitating the completion of the second phase of the fundraising project [1] - The investment constitutes a related party transaction with Tairui Lanteng's minority shareholder, Jiangsu Ruitai New Energy Materials Co., Ltd. [1] - The proposal has been reviewed and approved by the independent directors of the fifth board of directors in a special meeting [1]

Core Viewpoint - The company, 瑞泰新材 (301238.SZ), plans to increase its capital investment in 江苏泰瑞联腾材料科技有限公司 (泰瑞联腾) by 200 million yuan to support the construction of a lithium hexafluorophosphate project [1] Group 1 - The capital increase will be executed through monetary funds, with the company contributing 50 million yuan and its affiliate, 天际股份 (002759), contributing 150 million yuan [1] - The new registered capital will be accounted at 1 yuan per share [1] - The primary purpose of this capital increase is to advance and complete the second phase of the 15,000-ton lithium hexafluorophosphate project [1]