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：2026-010 天际新能源科技股份有限公司 关于收到中国证券监督管理委员会立案告知书的公告 2026 年 2 月 12 日 天际新能源科技股份有限公司（以下简称"公司"）于2026年2月11日收到中 国证券监督管理委员会（以下简称"中国证监会"）下发的《立案告知书》（编号： 证监立案字0062026005号），因公司涉嫌信息披露违法违规，根据《中华人民共 和国证券法》《中华人民共和国行政处罚法》等法律法规，中国证监会决定对公 司立案。 目前，公司各项生产经营活动均正常开展，上述事项不会对公司的正常生产 经营活动产生重大影响。立案调查期间，公司将积极配合中国证监会的各项工作， 严格按照相关规定及监管要求履行信息披露义务。 公司指定的信息披露媒体为巨潮资讯网（http://www.cninfo.com.cn）和《证 券时报》《上海证券报》《中国证券报》《证券日报》，公司所有信息均以指定媒体 刊登的信息为准，请广大投资者理性投资，注意投资风险。 特此公告。 天际新 ...

股票代码：002759 股票简称：天际股份 公告编号：2026-009 天际新能源科技股份有限公司 关于公司为全资子公司提供担保的进展公告 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。 一、担保情况概述 天际新能源科技股份有限公司（以下简称"天际股份"、"公司"）分别于 2025 年 3 月 21 日、2025 年 4 月 10 日召开第五届董事会第十二次会议、2025 年第一 次临时股东大会，审议通过了《关于 2025 年度向银行申请授信额度的议案》，同 意公司及下属子公司向银行申请总额不超过人民币 40 亿元的综合授信额度，并 授权公司管理层在经批准的综合业务授信额度及有效期内，根据公司及子公司的 实际经营需求全权办理上述授信额度事宜，包括但不限于：办理综合业务授信额 度银行、授信品种的选择；办理综合业务授信额度金额、利率的确定；办理综合 业务授信额度相关法律文件的签署（包括但不限于授信、流动资金贷款、固定资 产贷款、银行承兑汇票业务、保函、信用证、抵押、担保、保证、质押等有关的 申请书、合同、协议等文件）；与办理综合业务授信额度相关的其他事项。详见 公 ...

股票代码：002759 股票简称：天际股份 公告编号：2026-005 天际新能源科技股份有限公司 第五届董事会第十九次会议决议公告 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。 董事会认为，本次补充确认提供财务资助事项系基于公司主营产品六氟磷酸 锂生产经营的实际需求而开展的战略合作安排，是对上市公司信息披露及内控管 理要求的严格落实。公司将继续完善内控体系，加强内部监督核查，切实提升内 控管理水平。本次事项未对公司生产经营造成重大不利影响，公司将通过整改规 范经营管理，维护公司及全体股东合法权益。 表决情况：赞成 9 票，反对 0 票，弃权 0 票，获全体董事一致通过。 一、董事会会议召开情况 天际新能源科技股份有限公司(以下简称"公司")第五届董事会第十九次会 议于 2026 年 2 月 11 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 2026 年 2 月 9 日以电子邮件、传真及电话通知的方式向全体董事送达。 会议的召开符合《中华人民共和国公司法》和公司 ...

Group 1 - The lithium battery electrolyte index increased by over 4%, indicating a strong upward trend in the sector [1] - Component stocks showed a broad-based increase, with notable gains from companies such as Xinzhou Bang and Haike Xinyuan, both rising over 9% [1] - Tianji Co. saw an increase of over 6%, while Huasheng Lithium and Duofuduo both rose by more than 5% [1]

Core Viewpoint - The solid-state battery concept experienced significant fluctuations, with notable stock price increases for several companies in the sector, indicating growing investor interest and market activity in this technology [1] Company Performance - New Zobang saw its stock price rise by over 10% during the trading session [1] - Ju Jie Microfiber achieved a 20% limit-up, reflecting strong market confidence [1] - Other companies such as Greenmei, Tianji Co., Zhongzi Technology, Dazhong Mining, and Zhongwei New Materials also experienced stock price increases, indicating a broader positive trend in the solid-state battery sector [1]

Group 1 - Tianji Co., Ltd. experienced a stock price increase of 5.94%, reaching 43.50 yuan per share, with a trading volume of 1.208 billion yuan and a turnover rate of 5.74%, resulting in a total market capitalization of 21.81 billion yuan [1] - The company, established on March 30, 1996, and listed on May 28, 2015, is located in Shantou, Guangdong Province, and specializes in the research, production, and sales of ceramic cooking appliances and electric kettles, as well as lithium hexafluorophosphate [1] - The revenue composition of Tianji Co., Ltd. includes lithium hexafluorophosphate at 67.27%, sodium phosphinate at 12.80%, small household appliances at 7.86%, hydroxymethylphosphonates at 4.69%, other chemical products at 4.21%, potassium fluoroborate at 2.52%, and diphosphate at 0.63% [1] Group 2 - The Qianhai United Hongxin Mixed A Fund (002780) holds 24,000 shares of Tianji Co., Ltd., representing 2.17% of the fund's net value, making it the ninth largest holding [2] - The fund has a total scale of 39.153 million yuan, with a year-to-date return of 4.55%, ranking 4758 out of 8884 in its category, and a one-year return of 34.75%, ranking 3035 out of 8127 [2] - The fund manager, Zhang Yong, has been in position for 8 years and 319 days, with the fund's total assets amounting to 51.378 million yuan, achieving a best return of 18.46% and a worst return of -36.87% during his tenure [3]

Group 1 - The lithium battery electrolyte index has strengthened, with most constituent stocks showing an upward trend [1] - Companies such as Xinzhou Bang have increased by over 8%, while others like Shanshan Co., Ltd., Shida Shenghua, Tianji Co., Ltd., and Huasheng Lithium Battery also experienced gains [1]

Core Viewpoint - The lithium battery supply chain has experienced significant price increases from 2020 to 2022, driven by strong demand and a smooth transmission of price hikes across the industry [2][3]. Group 1: Price Trends - Electrolyte prices started at 70,000 CNY/ton in September 2020, rising to 100,000 CNY/ton by the end of the year, and reaching a peak of 580,000 CNY/ton in February 2022, with long-term contract prices stabilizing between 200,000 to 300,000 CNY/ton [2][3]. - Iron lithium cathode prices, including phosphoric acid iron and processing fees, doubled in 2021, peaking at over 40,000 CNY/ton by the end of that year [2][3]. - Anode prices began to rise in Q3 2021 due to graphite production constraints, increasing from 12,000 CNY/ton to a high of 25,000 to 28,000 CNY/ton by Q2 2022 [2][3]. Group 2: Supply Chain Dynamics - Lithium carbonate prices rebounded from a low of 40,000 CNY/ton at the end of 2020 to 50,000 CNY/ton in early 2021, and surged to 300,000 CNY/ton by the end of 2021, eventually reaching 520,000 CNY/ton by February 2022 [2][3]. - The battery sector has effectively transmitted raw material price increases, with battery prices rising by 1 cent/wh in Q1 2021 and accelerating to 2-3 cents/wh in Q1 and Q2 of 2022, reaching over 1 CNY/wh [2][3]. Group 3: Future Outlook - Current market conditions resemble Q4 2020, with expectations for continued price increases due to strong demand and low profitability levels compared to previous years [3]. - The industry's expansion willingness is significantly lower than in 2021, with limited new supply expected by 2026, suggesting a more stable price environment [3]. - The anticipated price increases are not expected to be as dramatic as in 2021, with supply-demand tightness projected to be lower, particularly for hexafluorophosphate and lithium carbonate [3]. Group 4: Investment Recommendations - The current valuation of leading companies is considered reasonable, with expected industry growth of 20% in 2027, suggesting potential for investment in the battery sector, including companies like CATL, Yiwei Lithium Energy, and others [4]. - Material leaders such as Keda Lithium and others are also highlighted as strong investment opportunities, alongside companies in the lithium carbonate sector [4]. - The solid-state battery sector is recommended for investment, particularly with catalysts expected to materialize in Q4 2025 [4].

每经AI快讯，有投资者在投资者互动平台提问：请问贵公司的六氟磷酸锂产能利用率多少？近期有生 产线检修计划吗？ 天际股份（002759.SZ）2月9日在投资者互动平台表示，公司六氟磷酸锂业务现在处于满产满销状态， 公司将根据市场情况和设备维护需求统筹规划，相关信息将严格按照信息披露规定及时公告。 （文章来源：每日经济新闻） ...

Market Overview - The three major indices in A-shares experienced slight declines, with the Shanghai Composite Index down 0.25% to 4065 points, the Shenzhen Component down 0.33%, and the ChiNext down 0.73% [2] - The total market turnover was 2.16 trillion yuan, a decrease of 308 billion yuan from the previous trading day, with over 2700 stocks rising [2] Sector Performance - The oil and gas, chemical, and mining sectors showed strong performance, with multiple stocks such as Tongyuan Petroleum and Junyou Co. hitting the daily limit [4] - The chemical sector saw an overall increase of 1.45%, with core sub-industries like basic chemicals and diversified chemicals leading the gains [16] - The basic chemical sector had a net inflow of over 156.73 billion yuan, while the power equipment sector saw a net inflow exceeding 203.54 billion yuan [6] Fund Flow Analysis - Main funds shifted away from defense, media, and food and beverage sectors, moving towards power equipment and basic chemicals [5] - The chemical industry ETF saw significant inflows, with a total of 14.49 billion yuan in net inflows over the past 15 days, indicating strong market confidence in the sector [20] Stock Highlights - Hunan Gold and Data Port were among the top gainers, with net inflows of nearly 29 billion yuan and over 20 billion yuan, respectively [10] - Stocks like Hunan Rihua and Zhejiang Wenlian saw significant outflows, with declines of 7.63% and 9.79% [10] Market Sentiment - The market is currently in a "trial period," with a high number of first-day limit-up stocks but lacking a unified logic, indicating rapid rotation of funds [14] - The strong performance of the chemical sector is attributed to a combination of rising product prices, supply-side contraction, and demand from emerging sectors, suggesting a fundamental recovery rather than mere speculation [17]