证券代码：002805 证券简称：丰元股份 公告编号：2025-060 登录新浪财经APP 搜索【信披】查看更多考评等级 山东丰元化学股份有限公司关于 全资子公司再次通过高新技术企业认定的公告 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。 近日，山东丰元化学股份有限公司（以下简称"公司"）根据全国高新技术企业认定管理工作领导小组办 公室发布的《对山东省认定机构2025年认定报备的第二批高新技术企业进行备案的公告》文件获悉，公 司全资子公司山东丰元锂能科技有限公司（以下简称"丰元锂能"）被列入山东省认定机构2025年认定报 备的第二批高新技术企业备案名单，丰元锂能再次通过了高新技术企业认定。具体情况如下： 企业名称：山东丰元锂能科技有限公司 证书编号：GR202537005476 董事会 2025年12月30日 发证日期：2025年12月8日 根据《中华人民共和国企业所得税法》及《高新技术企业认定管理办法》等相关规定，丰元锂能自通过 高新技术企业认定当年起连续三个会计年度（2025年度至2027年度）可享受国家关于高新技术企业的相 关税收优惠政策，即按15%的 ...

证券日报网讯 12月29日，丰元股份（002805）在互动平台回答投资者提问时表示，截至2025年12月10 日，公司股东人数为42762户。 ...

证券日报网讯 12月29日，丰元股份（002805）在互动平台回答投资者提问时表示，公司目前采用固相 法的生产工艺制备磷酸铁锂正极材料。公司会积极关注行业各技术路线发展，紧抓新能源发展机遇，聚 焦锂电池正极材料业务，深化客户合作，优化生产与供应链管理降本增效，完善管理体系，多措并举提 高整体运营效率与盈利能力。 ...

（编辑 姚尧） 证券日报网讯 12月29日，丰元股份在互动平台回答投资者提问时表示，公司与客户签订合作框架协议 的具体情况详见公司已披露的相关公告。公司会在加强与已有客户合作的同时，积极推进与其他高价值 客户的合作，持续优化客户结构。公司生产经营情况的信息请关注公司届时披露的定期报告。 ...

格隆汇12月29日丨丰元股份(002805.SZ)公布，根据全国高新技术企业认定管理工作领导小组办公室发 布的《对山东省认定机构2025年认定报备的第二批高新技术企业进行备案的公告》文件获悉，公司全资 子公司山东丰元锂能科技有限公司（简称"丰元锂能"）被列入山东省认定机构2025年认定报备的第二批 高新技术企业备案名单，丰元锂能再次通过了高新技术企业认定。 ...

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。 近日，山东丰元化学股份有限公司（以下简称"公司"）根据全国高新技术 企业认定管理工作领导小组办公室发布的《对山东省认定机构 2025 年认定报备 的第二批高新技术企业进行备案的公告》文件获悉，公司全资子公司山东丰元锂 能科技有限公司（以下简称"丰元锂能"）被列入山东省认定机构 2025 年认定报 备的第二批高新技术企业备案名单，丰元锂能再次通过了高新技术企业认定。具 体情况如下： 企业名称：山东丰元锂能科技有限公司 证券代码：002805 证券简称：丰元股份 公告编号：2025-060 山东丰元化学股份有限公司 关于全资子公司再次通过高新技术企业认定的公告 根据《中华人民共和国企业所得税法》及《高新技术企业认定管理办法》等 相关规定，丰元锂能自通过高新技术企业认定当年起连续三个会计年度（2025 年度至 2027 年度）可享受国家关于高新技术企业的相关税收优惠政策，即按 15% 的税率缴纳企业所得税。 本次系丰元锂能原高新技术企业证书有效期满后进行的重新认定,丰元锂能 将继续在认定有效期内享受上述税收优惠政策。丰 ...

Market Overview - The market experienced a high and then a pullback, with the three major indices showing slight increases, and the Shanghai Composite Index recording an 8-day winning streak [1] - The commercial aerospace sector continued to perform strongly, with companies like Shenjian Co. and China Satellite reaching their daily price limits [1] - The Hainan Free Trade Zone showed active trading, with stocks like Hainan Mining and Hainan Airlines hitting their daily limits [1] - The lithium battery sector saw a rebound, with stocks such as Fengyuan Co. and Yongxing Materials also reaching their daily limits [1] - The non-ferrous metals sector collectively strengthened, with Jiangxi Copper and Guocheng Mining hitting their daily limits [1] - In contrast, computing hardware stocks adjusted, with Changguang Huaxin dropping over 10% [1] - Overall, more than 3,400 stocks declined across the Shanghai, Shenzhen, and Beijing markets, with a total trading volume of 2.18 trillion yuan [1] Hot Topics Aerospace - The aerospace sector maintained its strong performance, with stocks like Zai Sheng Technology and Tongyu Communication hitting their daily limits, and China Satellite nearing historical highs [3] - The Shanghai Municipal Government announced measures to accelerate the development of the aerospace industry in the Yangtze River Delta [3] - Key drivers for the aerospace sector include advancements in reusable rockets, large-scale satellite manufacturing, and increased launch frequency, which are expected to significantly reduce launch costs and drive market expansion [4] Lithium Batteries - The lithium battery sector rebounded strongly, with stocks such as Tianji Co. and Shenzhen New Star reaching their daily limits [5] - Starting January 1, 2026, Tianqi Lithium's product pricing will be adjusted to reference the battery-grade lithium salt prices from Mysteel or the main carbon lithium futures contract prices [5] - Hunan Youneng announced planned maintenance for some production lines starting January 1, 2026, expected to last one month [5] - Wanrun New Energy also announced a planned reduction in production for some lithium iron phosphate production lines starting December 28 for one month [5] Hainan Free Trade Zone - The Hainan Free Trade Zone showed renewed performance, with stocks like Antong Holdings and Hainan Development hitting their daily limits [8] - The Hainan Free Trade Port officially launched its first week of full island closure, with policy benefits continuing to be released, leading to a significant increase in foreign trade registration enterprises [8] - During the first week of closure (December 18-24), Hainan added 1,972 foreign trade registration enterprises, a year-on-year increase of 230% [8] - Analysts believe that the closure will not only be a regional policy breakthrough but will also serve as a core driver for future consumption potential, benefiting related industries such as hotels, duty-free, and tourism [8]

Market Overview - A-shares recorded a total trading volume of 2.16 trillion yuan, marking a new monthly high [1][6] - The three major indices closed slightly higher, with the Shanghai Composite Index up 0.1%, Shenzhen Component Index up 0.54%, and ChiNext Index up 0.14% [1] Sector Performance - The non-ferrous metals sector experienced a significant surge, with lithium battery upstream materials seeing a wave of limit-up stocks [2][4] - The commercial aerospace concept remained active, while the AI industry chain collectively declined, with sectors like photolithography machines and OCS facing widespread losses [2] Notable Stocks - Several stocks in the Hainan Free Trade Zone saw limit-up performances, including Hainan Mining, Hainan Development, and Hainan Airlines [2] - Key gainers included Intercontinental Oil & Gas (+10.11%), Hainan Mining (+10.02%), and Hainan Development (+10.01%) [3] Capital Flow - Main capital inflows were observed in non-ferrous metals, photovoltaic equipment, and automotive sectors, while semiconductor, aerospace, and consumer electronics sectors saw net outflows [8] - Notable net inflows included Sunshine Power (+2.322 billion yuan), Aerospace Development (+2.048 billion yuan), and BYD (+1.473 billion yuan) [8] Institutional Insights - Guojin Securities indicated that the spring market has begun, emphasizing the importance of AI chain rotation opportunities [9] - Everbright Securities noted that the commercial aerospace theme continues to expand its profit-making effect, potentially attracting more capital and pushing the Shanghai Composite Index towards 4000 points before the year-end [10]

Market Performance - The market experienced a slight increase with the Shanghai Composite Index rising by 0.1%, marking an 8-day consecutive gain [1] - The Shenzhen Component Index increased by 0.54%, while the ChiNext Index rose by 0.14% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.16 trillion yuan, an increase of 235.7 billion yuan compared to the previous trading day [1] Sector Highlights - The commercial aerospace sector saw a significant surge, with companies like Shenjian Co., Ltd. (002361) achieving a 7-day consecutive rise and China Satellite (600118) recording a 3-day consecutive increase [1] - The lithium battery supply chain strengthened, with Tianji Co., Ltd. (002759) achieving 3 gains in 4 days, and other companies like Fulu Technology (000973) and Fengyuan Co., Ltd. (002805) hitting the daily limit [1] - The Hainan Free Trade Zone concept remained active, with Hainan Development (002163) achieving 5 gains in 6 days [1] - The Fujian sector saw localized gains, with Xiamen International Trade (600755) achieving 3 consecutive gains [1] Declining Sectors - The paper, liquor, and computing hardware sectors experienced notable declines, with the computing hardware concept showing weakness, particularly Changguang Huaxin, which fell over 11% [1]

Group 1 - The core viewpoint of the news is that the power equipment and photovoltaic equipment sectors are experiencing significant growth, driven by strong market demand and supportive government policies [1][2][5] - On December 26, the photovoltaic equipment index rose by 3.71% to 7014.51 points, while the power equipment index increased by 1.19% to 1029.01 points, with many stocks hitting the daily limit [1] - Key companies in the photovoltaic sector, such as GCL-Poly Energy (002506), Junda Co., Ltd. (002865), and Yijing Photovoltaic (600537), saw their stocks hit the daily limit, indicating strong investor interest [1] Group 2 - The surge in both sectors is attributed to three main factors: short-term performance support, long-term development direction, and practical industry implementation [2] - As of November 2023, the total installed power generation capacity in China reached 3.79 billion kilowatts, a year-on-year increase of 17.1%, with solar power capacity growing by 41.9% [2] - The National Development and Reform Commission's recent policy emphasizes the need for smart upgrades in traditional industries, which will support digital transformation and modernization efforts [2][3] Group 3 - The article highlights the importance of regulating order and innovation in industries such as new energy vehicles, lithium batteries, and photovoltaics, which are seen as key drivers of high-quality foreign trade development [3] - The policy aims to enhance competition and increase industry concentration, benefiting leading companies with technological barriers and scale advantages [3][5] - The successful commissioning of the Taizhou pumped storage power station, a key project under the national plan, showcases advancements in domestic technology and materials, reinforcing the industry's capabilities [4][5] Group 4 - The rapid progress of the pumped storage project reflects the effectiveness of policy execution and strengthens market expectations for the scaling of related renewable energy projects [5] - The acceleration of pumped storage projects is expected to drive demand for reversible hydraulic turbine generator sets and energy storage control systems, providing new growth opportunities for the power equipment sector [5]