Core Viewpoint - The company reported a strong demand outlook for lithium hexafluorophosphate (LiPF6), with Q3 shipments reaching 12,000 tons and optimistic projections for future sales despite a slight expected decrease in Q1 due to seasonal factors [1] Group 1: Production and Sales - In October, the company sold 4,200 tons of LiPF6, with plans to maintain sales around 4,000 tons for November and December [1] - Current production capacity is approximately 3,800 tons per month, with inventory levels being low [1] Group 2: Market Demand and Pricing - The company has received optimistic demand forecasts from battery cell manufacturers, predicting market demand could reach 2.5 million tons, translating to over 300,000 tons of LiPF6 needed [1] - The current production capacity stands at 350,000 to 360,000 tons, with an expected increase to around 380,000 tons next year due to new capacity additions [1] - Despite potential price increases, the company anticipates that the rate of increase will be moderate, given the tight supply situation [1]

Core Viewpoint - The price of lithium hexafluorophosphate is expected to continue rising into November and December [1] Group 1 - The increase in lithium hexafluorophosphate prices is anticipated to persist, indicating strong demand in the market [1]

（编辑 姚尧） 证券日报网讯 10月30日晚间，天际股份发布公告称，公司股票连续三个交易日（2025年10月28日、 2025年10月29日、2025年10月30日）收盘价格涨跌幅累计偏离23.40%，属于股票交易异常波动。公司 前期披露的信息不存在需要更正、补充之处。近期公司生产经营情况正常，内外部经营环境未发生重大 变化。 ...

Core Points - On October 30, the Shanghai Composite Index fell by 0.73%, with institutional investors appearing on the trading lists of 29 stocks, net buying 9 and net selling 20 [1][2] - The total net selling amount by institutional special seats was 818 million yuan, while the stocks with the highest net buying included Foxit Software, Yongxing Materials, and Tianji Co., with significant price increases [1][3] Institutional Net Buying - Foxit Software had the highest net buying amount of 76.23 million yuan, closing up by 15.69% with a turnover rate of 12.83% and a total transaction volume of 1.043 billion yuan [2][5] - Yongxing Materials reached the daily limit, with a net buying of 59.89 million yuan, a closing increase of 10.01%, and a turnover rate of 10.15% [2][5] - Tianji Co. also hit the daily limit, with a net buying of 59.21 million yuan, a closing increase of 10.00%, and a turnover rate of 27.98% [3][5] Institutional Net Selling - The stock with the highest net selling was Keda Guokuan, with a net selling amount of 358.81 million yuan, and a turnover rate of 41.42% [4][6] - Daway Co. had a net selling of 140.98 million yuan, with a turnover rate of 43.07% [4][6] - Samsung Medical saw a net selling of 112.19 million yuan, with a daily decline of 10.01% [4][6] Market Performance - The average increase of stocks with net buying by institutions was 5.61%, outperforming the Shanghai Composite Index [3] - Among the stocks with net buying, 9 had reported their Q3 earnings, with JN Holdings showing the highest net profit growth of 138.02% year-on-year [3] Stock Connect Activity - On October 30, 18 stocks on the trading list had either Shanghai or Shenzhen Stock Connect participation, with net buying amounts for Guodun Quantum and Penghui Energy being 406.26 million yuan and 217.60 million yuan respectively [7][8] - Stocks like Samsung Medical and Yingxin Development had significant net selling amounts of 1.03 billion yuan and 37.14 million yuan respectively [7][9]

Core Viewpoint - The solid-state battery concept stocks have seen significant gains, with Tianji Co., Ltd. experiencing a surge of over 160% since September, closing at 28.04 yuan per share and a market capitalization of 14.1 billion yuan [1] Group 1: Company Developments - Tianji Co., Ltd. announced the industrialization of its lithium sulfide material preparation patent, although the technology is still in the early development stage, requiring extensive optimization and verification before commercial production [1] - The company confirmed that there are no undisclosed matters affecting its operations, and the current business environment remains stable [1] - Tianji's subsidiary, Jiangsu Tairui Lanteng Material Technology Co., Ltd., has received a patent for lithium sulfide materials, which are essential for producing solid-state battery electrolytes [1] Group 2: Research and Development Progress - The project has passed small-scale tests and will proceed to larger-scale trials to analyze costs and industrial feasibility, followed by a pilot phase to validate production stability and equipment compatibility [2] - Tianji plans to conduct kilogram-scale tests of lithium sulfide by the end of the year, with a pilot line for tens of tons expected to be operational in the first half of next year [2] - The company has sent samples to CATL, weighing approximately 100 grams, and is also developing lithium-sulfur-phosphorus-chlorine materials and lithium supplementing agents [2] Group 3: Market Conditions - The market for lithium hexafluorophosphate, Tianji's main product, has seen a price increase of nearly 60% in just over two weeks, with current spot prices reaching 110,000 yuan per ton [3] - The company anticipates that price increases will continue into November and December, with a tight supply expected next year due to product qualification issues [3] - Tianji's long-term contracts account for about 70% of sales, primarily with CATL, with November prices around 70,000 yuan per ton, while spot prices fluctuate with the market [3]

天际股份发布投资者关系活动记录表，公司2025年三季度六氟磷酸锂的销售均价比较低，导致亏损，但 趋势来看，销售均价一直在提升，没有签长协合同的价格有明显的上涨，经营层面满产满销，目前库存 降至极低位置，只有几百吨，当前产线都有开满。 ...

Core Viewpoint - The company is experiencing unusual stock trading fluctuations while promoting the industrialization of lithium sulfide material preparation patents, indicating potential investment opportunities and risks [1] Group 1: Project Development - The project consists of 7 research and development personnel, with 3 core members leading the efforts [1] - Approximately 5 million yuan has been invested in research and development expenses for this project [1] - The project has successfully passed small-scale trials and will proceed to larger-scale testing to analyze cost and industrial feasibility [1] Group 2: Future Steps - The company needs to conduct further tests to determine the seed process before entering the pilot stage for scaling up [1] - Comprehensive verification of production stability and equipment compatibility will be conducted during the pilot phase [1] - The technical development process is still in its early stages, and transitioning from patent to stable, mass-produced commercial products will require extensive process optimization and validation [1]

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 股票代码：002759 股票简称：天际股份 公告编号：2025-074 天际新能源科技股份有限公司 关于股票交易异常波动的公告 一、股票交易异常波动的情况 天际新能源科技股份有限公司（以下简称"公司"）股票连续三个交易日（2025 年 10 月 28 日、2025 年 10 月 29 日、2025 年 10 月 30 日）收盘价格涨跌幅累计 偏离 23.40%。根据《深圳证券交易所交易规则》的有关规定，属于股票交易异 常波动的情况。 二、公司关注、核实情况 针对股票交易异常波动，公司对有关事项进行了核查，并向控股股东及实际 控制人核实，不存在应披露而未披露的重大信息，现将有关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处。 2、公司正在推动硫化锂材料制备专利（专利号：ZL202411448897.4）的产 业化，该项目由 7 名研发人员组成，其中核心研发人员 3 名，目前已投入研发费 用约 500 万元。该项目现已基本通过小型试验，后续公司还需先进行放大试验对 候选工艺进行成本、工业难易程度分析， ...

Core Viewpoint - The company is experiencing unusual stock trading fluctuations while advancing the industrialization of lithium sulfide material preparation patents [1] Group 1: Project Development - The project consists of 7 research and development personnel, with 3 core members leading the efforts [1] - Approximately 5 million yuan has been invested in research and development expenses for this project [1] - The project has successfully passed small-scale testing and will proceed to larger-scale trials to analyze cost and industrial feasibility of candidate processes [1] Group 2: Future Steps - The company will identify a seed process before entering the pilot test phase to further scale up the seed process [1] - Comprehensive verification of production process stability and equipment compatibility will be conducted, along with customer sample submissions [1]

Core Viewpoint - The company is actively advancing the research and development of new products in the solid-state battery materials sector, including lithium sulfide and lithium supplementation agents [1] Group 1 - The lithium sulfide development is progressing rapidly using a liquid-phase method [1] - Samples have been sent to CATL (Contemporary Amperex Technology Co., Limited) [1] - The company plans to complete kilogram-scale production by the end of the year, with a pilot line expected to be operational in the first half of next year [1]