证券代码：002805 证券简称：丰元股份 公告编号：2025-058 山东丰元化学股份有限公司 关于对外担保的进展公告 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。 特别风险提示： 截至本公告日，山东丰元化学股份有限公司（以下简称"公司"或"上市公司"） 及其控股子公司对外担保总额占公司最近一期经审计净资产的比例为 182.48%。 本次担保事项被担保人山东丰元锂能科技有限公司（以下简称"丰元锂能"）系公 司全资子公司。根据丰元锂能最近一期未经审计的财务报表，截至 2025 年 9 月 30 日， 丰元锂能资产负债率超过 70%，敬请广大投资者注意相关风险。 本次担保基本情况表： 单位：人民币万元 | 被担保方 | 审议的本年度 | 本次担保前 | 本次使用本年度 | 本次担保后剩余 本年度可用担保 | 本次担保后 | | --- | --- | --- | --- | --- | --- | | | 担保额度 | 担保余额 | 担保额度 | | 担保余额 | | | | | | 额度 | | | 丰元锂能 | 150,000 | 99,000 | 5,0 ...

Group 1 - The global power and energy storage market is showing a clear growth trend, indicating a sustained high prosperity in the industry, which provides ample development space for the lithium battery cathode material sector [1] - The company aims to seize opportunities in the new energy sector by focusing on lithium battery cathode materials, deepening customer cooperation, and optimizing production and supply chain management to reduce costs and increase efficiency [1] - The company is committed to improving overall operational efficiency and profitability through a comprehensive management system and various measures [1]

Core Viewpoint - The company, Fengyuan Co., Ltd. (002805), has made advancements in the research and development of solid-state battery cathode materials and has also invested in solid-state battery enterprises [1] Group 1 - The company is actively engaged in the research and development of solid-state battery cathode materials [1] - The company holds equity stakes in enterprises focused on solid-state battery technology [1]

Core Viewpoint - The company has established a total lithium iron phosphate production capacity of 225,000 tons and has an additional 75,000 tons under construction, with plans to adjust capacity based on industry trends and customer demand changes [1] Group 1 - The current established production capacity of lithium iron phosphate is 225,000 tons [1] - There is an additional 75,000 tons of lithium iron phosphate capacity under construction [1] - The company plans to make real-time adjustments to capacity construction based on industry development trends and downstream customer demand [1]

Core Viewpoint - The company emphasizes the importance of innovation and quality competition in the lithium iron phosphate materials industry, moving away from scale competition to create new value growth opportunities [1] Industry Developments - A recent seminar titled "Cost Research of Lithium Iron Phosphate Materials Industry" was held by China Chemical and the Physical Power Industry Association, focusing on industry cost dynamics and innovation [1] - The industry is encouraged to transition from "scale competition" to "quality competition," highlighting the need for companies to enhance their core competitiveness and differentiation [1] Company Strategy - The company plans to closely monitor industry developments and strengthen its core competitiveness and differentiated advantages [1] - It aims to engage in proactive business negotiations with customers, taking into account feedback from downstream clients and fluctuations in raw material prices to ensure long-term win-win relationships [1]

Group 1 - The core viewpoint of the news is that Fengyuan Co., Ltd. has conducted an investor survey, highlighting its business focus on lithium battery cathode materials, which constitute a significant portion of its revenue [1] - As of the latest report, Fengyuan Co., Ltd. has a market capitalization of 5 billion yuan [2] - The revenue composition for Fengyuan Co., Ltd. from January to June 2025 shows that lithium battery cathode materials account for 92.78%, oxalic acid for 7.14%, and other industries for 0.09% [1]

Group 1: Production Capacity - The company has established a total lithium iron phosphate production capacity of 225,000 tons, with an additional 75,000 tons under construction, and will adjust capacity based on industry trends and customer demand [2] Group 2: Pricing Strategy - The company is monitoring industry developments and will engage in business negotiations with customers to ensure long-term win-win relationships, considering factors like raw material price fluctuations [2] Group 3: Strategic Planning in Solid-State Batteries - The company has a research and development layout for solid-state battery cathode materials and has invested in solid-state battery enterprises [3] Group 4: Customer Management - The company focuses on two main directions: enhancing long-term cooperation with existing core customers through joint R&D and product innovation, and optimizing customer structure by collaborating with other leading enterprises [3] Group 5: Performance Outlook - The global power and energy storage market is experiencing clear growth, providing ample development space for the lithium battery cathode material industry, with the company aiming to improve operational efficiency and profitability [3] Group 6: Compliance and Risk Management - During the reception, the company adhered to information disclosure regulations and engaged in thorough communication with investors, ensuring no leakage of undisclosed significant information [3]

有业内人士指出，当前，磷酸铁锂行业整体复苏势头强劲，景气度走高。在此趋势下，相关企业积极推进产能结构优化与技术升级， 不断强化核心技术壁垒与成本控制能力，有望进一步改善盈利并在新一轮竞争中占据主动。 受下游需求快速增长强力拉动，磷酸铁锂行业三季度迎来显著回暖，多家头部厂商订单充盈，纷纷瞄准高端产能释放扩产信号。与此同 时，高压实密度磷酸铁锂等创新技术的快速发展也为产业发展持续注入活力。有业内人士指出，当前，磷酸铁锂行业整体复苏势头强 劲，景气度走高。在此趋势下，相关企业积极推进产能结构优化与技术升级，不断强化核心技术壁垒与成本控制能力，有望进一步改善 盈利并在新一轮竞争中占据主动。 企业纷纷签单、扩产 三季度以来，磷酸铁锂行业进入"签单、扩产"活跃期。具体来看，8月，龙蟠科技发布2025年度向特定对象发行A股股票预案。龙蟠科 技本次向特定对象发行股票募集资金总额不超过20亿元（含本数），扣除相关发行费用后的募集资金净额拟用于11万吨高性能磷酸盐 型正极材料项目、8. 5万吨高性能磷酸盐型正极材料项目，以及补充流动资金。公告中，龙蟠科技明确，计划通过本次募投项目，建设 优先满足第四代超高能量密度磷酸铁锂正极材料 ...

Core Viewpoint - The lithium battery industry is entering an upward cycle centered around lithium iron phosphate (LFP) batteries, driven by strong demand in both the power and energy storage markets, with LFP models accounting for over 80% of new energy vehicle sales and registrations [2]. Industry Overview - The demand for LFP batteries is expected to exceed 1.3 TWh in China by the end of the year, with the demand for cathode materials projected to surpass 3.5 million tons [2]. - The expansion of production capacity among LFP material manufacturers is crucial for entering the supply chain of leading battery companies, with scale becoming a key competitive factor [2][3]. Company Focus: Fengyuan Lithium Energy - Fengyuan Lithium Energy, a Shandong-based LFP material company, secured a three-year long-term supply agreement with BYD, which aims to sell 5.5 million vehicles by 2025, indicating significant upstream material demand [3]. - The company has aggressively expanded its production capacity from 10,000 tons in 2021 to a target of 300,000 tons by the end of 2024, demonstrating a commitment to meeting future demand despite industry challenges [3][11]. Production and Technology Strategy - Fengyuan is focusing on mid-to-high-end LFP demand and has invested in versatile equipment to prepare for future product iterations, ensuring that production capabilities align with market advancements [4][10]. - The company has successfully achieved mass production of its fourth-generation LFP batteries, which offer an 8-10% increase in energy density compared to third-generation products, catering to high-voltage platforms and large-capacity energy storage needs [5][14]. Market Dynamics and Competitive Landscape - The current industry cycle is characterized by more rational expansion compared to previous cycles, with companies avoiding reckless competition and focusing on sustainable growth [6][7]. - The competitive barriers in the LFP market are primarily based on technological advancement, production scale, and cost efficiency, with a focus on maintaining a healthy competitive environment [9][10]. Future Outlook - Fengyuan's strategy includes targeting both leading companies and niche market leaders, with a strong emphasis on the energy storage market as a key growth driver [15]. - The company plans to complete its LFP production capacity of 300,000 tons by the end of the year and is also investing in solid-state battery materials, indicating a forward-looking approach to innovation and market demands [16][17].

Core Viewpoint - The article discusses the advancements and challenges in the lithium battery industry, emphasizing the importance of material innovation and safety measures in enhancing battery performance and reliability [3][4][7][9]. Group 1: Material Innovation - The value of composite conductive fluids lies in integrating safety, rate capability, and energy density through structural design [3]. - The lithium battery industry has faced unprecedented pressure due to overcapacity and raw material price volatility, but companies like Fengyuan Lithium Energy remain optimistic about future technological innovations [4]. - Solid-state battery technology requires advancements beyond just changing copper foil thickness; it necessitates the development of various types of copper foils to meet diverse application requirements [7]. - Innovations such as solid-state electrolytes and in-situ polymerized gel electrolytes are crucial for improving lithium battery performance across various applications [9]. Group 2: Safety Enhancements - The development of fire-retardant tapes that can actively extinguish flames represents a significant advancement in battery safety, transitioning from passive to active protection [13]. - The reliability of thermal runaway protection materials must be based on both material and structural integrity to ensure battery safety [16]. - The integration of thin film sensors in batteries can provide early warnings of abnormal conditions, enhancing proactive safety measures [17]. Group 3: Performance Optimization - The ability to control molecular weight, particle size, cross-link density, and functional monomers is critical for producing high-performance lithium battery binders [12]. - High-structure conductive agents can replace traditional systems while maintaining performance, demonstrating the importance of material structure in enhancing conductivity [20]. - Customizable formulations for dry electrode coatings can significantly improve performance across various applications, showcasing the need for tailored solutions in the industry [21].