JYL Group(002882)
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6家上市公司密集加码固态电池
高工锂电· 2026-01-03 14:31
Core Viewpoint - The solid-state battery narrative is moving closer to industrialization, with multiple companies making significant moves in technology collaboration, equity binding, and mergers to enhance the supply chain and production capacity [2][7]. Group 1: Company Developments - Xinjie Energy has launched its first batch of products from a 10GWh solid-state lithium metal battery project, emphasizing the importance of solid electrolyte film formation and interface integration for applications in eVTOL, robotics, and consumer electronics [2]. - Tiantian Technology has deepened its collaboration with Xinjie Energy by investing 300 million yuan for a 5.7692% stake, transitioning from a simple order relationship to a more integrated equity partnership [3]. - Haimeixing's investment fund has also increased its stake in Xinjie Energy, now holding 0.7634% equity, while the company claims to have streamlined the entire production process for lithium metal solid-state batteries [4]. - Jiyuan Technology has strategically invested 5 million yuan in Shenzhen Lithium Silicon New Materials, which focuses on ultra-thin lithium metal anode materials, positioning itself within the supply chain of Xinjie Energy [5]. - Shengxin Lithium Energy has established a new solid-state battery materials technology company with a registered capital of 20 million yuan, expanding its operations into new materials research and battery manufacturing [6]. - Ganfeng Lithium's solid-state battery platform is targeting high-value applications and overseas markets, collaborating with Zhejiang Fengli New Energy to develop technologies for drones and robotics [7]. Group 2: Industry Trends - The recent activities of these companies indicate a shift from conceptual discussions about solid-state batteries to tangible actions involving capacity, equipment, materials, and capital allocation [7][8]. - The supply chain is increasingly focusing on new nodes such as lithium metal anodes, solid electrolyte film formation, and ultra-thin lithium metal materials, marking a transition from laboratory research to industrial production [7].
12月26日重要公告一览
Xi Niu Cai Jing· 2025-12-26 02:37
Group 1 - 德方纳米 plans annual equipment maintenance to ensure efficient and stable operation, starting January 1, 2026, for one month, with no significant impact on 2026 performance [1] - 达意隆's subsidiary Tianjin Baolong faces a significant decline in OEM orders due to strategic adjustments from core customers, leading to plans to shut down production lines [2] - 天威视讯's subsidiary plans to transfer project assets for 604.3 million yuan to a related party, constituting a related transaction [3] Group 2 - 金龙羽 intends to sign a strategic cooperation framework agreement with an investment institution to establish an industrial merger fund with a planned scale of 1.5 billion yuan [4] - 紫光国微's subsidiary plans to establish a new company with multiple partners, including a subsidiary of CATL, with a registered capital of 300 million yuan [5] - 信隆健康's major shareholder plans to reduce its stake by up to 1% through trading [6] Group 3 - 龙建股份 wins a 612 million yuan EPC contract for a project, which represents approximately 3.27% of the company's audited revenue for 2024 [7] - 复旦张江 receives acceptance for a clinical trial application for a drug aimed at visualizing malignant lesions in lung cancer patients [9] - 博实股份's major shareholder plans to reduce its stake by up to 2.93% [10] Group 4 - 百纳千成 plans to acquire 100% of Zhonglian Century's shares to expand its marketing business and digital advertising solutions [11] - 天铁科技's major shareholder is under criminal detention, but the investigation is unrelated to the company's operations [12] - 海看股份's shareholder plans to reduce its stake by up to 3.6% [13] Group 5 - 智光电气's subsidiary signs a procurement contract worth 148 million yuan for a high-voltage energy storage system [14] - 西藏矿业's attempt to transfer 100% of a subsidiary's equity has not attracted qualified buyers, leading to automatic withdrawal from the trading platform [15] - 英诺激光's major shareholder plans to reduce its stake by up to 3% [16] Group 6 - 福鞍股份's major shareholder plans to reduce its stake by up to 3% [17] - 白云山 receives a drug registration certificate for a rabies vaccine [18] - 华电科工 signs a contract worth approximately 265 million yuan for a power plant project [19] Group 7 - 康弘药业 receives a drug registration certificate for a medication used to treat schizophrenia [20] - 西菱动力's actual controller plans to reduce their stake by 2% [21] - 海希通讯's actual controller plans to reduce their stake by 0.48% [22] Group 8 - 海南机场 plans to transfer 90% of a subsidiary's equity for approximately 500 million yuan, expecting a profit of about 200 million yuan from the transaction [23] - 森远股份 signs a contract for a computing cluster integration project worth 26.78 million yuan [24] - 丽珠集团's subsidiary receives acceptance for a drug registration application for a new treatment for psoriasis [25] Group 9 - 郑州银行 plans to acquire a village bank and convert it into a branch [26] - 方正证券 announces a cash dividend distribution plan for the third quarter of 2025 [27] - 金陵体育 announces a cash dividend distribution plan for the first three quarters of 2025 [29] Group 10 - 紫金银行 announces a mid-term profit distribution plan for 2025 [30] - *ST建艺's major shareholder waives 1.4 billion yuan in debt and donates 400 million yuan to support the company [31] - 万朗磁塑's major shareholder plans to reduce their stake by up to 3% [32] Group 11 - 艾力斯's core product is included in a list of potential breakthrough therapies for lung cancer [33] - 富创精密's shareholder plans to transfer 918.63 million shares [34] - 东阳光's subsidiary plans to increase capital and introduce investors [35] Group 12 - 侨银股份 plans to acquire a 16.67% partnership in a venture capital fund [36] - 尤夫股份 receives a government subsidy of 4.04 million yuan for a technical improvement project [37] - 倍轻松 and its actual controller are under investigation for information disclosure violations [38] Group 13 - 万润新能 plans to reduce production on some lines for maintenance, expecting a reduction of 5,000 to 20,000 tons in lithium iron phosphate output [39]
金龙羽拟参与设立产业并购基金 抓住新能源与固态电池产业领域发展机遇
Zhi Tong Cai Jing· 2025-12-25 13:42
拟设立的产业并购基金计划认缴规模15亿元人民币,其中,投控东海作为基金管理人和普通合伙人认缴 500万元,公司作为有限合伙人认缴金额不超过5.25亿元,其他份额由投控东海负责募集。 金龙羽(002882.SZ)发布公告,根据公司战略发展规划,为抓住新能源与固态电池产业领域的发展机 遇,加快公司产业转型升级,公司拟与投控东海签署《战略合作框架协议》,在产业并购投资和区域业 务合作领域展开合作。公司与投控东海拟共同出资设立产业并购基金,该投资合作事项将遵循基金投资 运作的惯例,主要聚焦于公司主营业务相关项目与参股子公司项目投资,兼顾新能源固态电池产业链行 业上下游投资与并购。 ...
金龙羽(002882.SZ)拟参与设立产业并购基金 抓住新能源与固态电池产业领域发展机遇
智通财经网· 2025-12-25 13:39
Core Viewpoint - The company, Jinlongyu (002882.SZ), is entering a strategic partnership with Donghai Investment Control to capitalize on opportunities in the new energy and solid-state battery sectors, aiming to accelerate its industrial transformation and upgrade [1] Group 1: Strategic Cooperation - The company plans to sign a Strategic Cooperation Framework Agreement with Donghai Investment Control to collaborate in industrial mergers and acquisitions and regional business cooperation [1] - The partnership will focus on establishing an industrial merger and acquisition fund, adhering to standard investment practices, primarily targeting projects related to the company's main business and its subsidiaries [1] Group 2: Fund Details - The planned industrial merger and acquisition fund will have a total subscription scale of 1.5 billion RMB [1] - Donghai Investment Control will act as the fund manager and general partner, contributing 5 million RMB, while the company will contribute up to 525 million RMB as a limited partner, with the remaining shares to be raised by Donghai Investment Control [1]
金龙羽:拟与专业投资机构签署战略合作框架协议
Zheng Quan Shi Bao Wang· 2025-12-25 12:51
拟设立的产业并购基金计划认缴规模15亿元,其中,投控东海作为基金管理人和普通合伙人认缴500万 元,公司作为有限合伙人认缴金额不超过5.25亿元,其他份额由投控东海负责募集。 人民财讯12月25日电,金龙羽(002882)12月25日公告,公司拟与深圳市投控东海投资有限公司(简 称"投控东海")签署《战略合作框架协议》,在产业并购投资和区域业务合作领域展开合作。 公司与投控东海拟共同出资设立产业并购基金,该投资合作事项将遵循基金投资运作的惯例,主要聚焦 于公司主营业务相关项目与参股子公司项目投资,兼顾新能源固态电池产业链行业上下游投资与并购。 ...
金龙羽拟共同设立产业并购基金 把握新能源与固态电池产业领域发展机遇
Zheng Quan Shi Bao Wang· 2025-12-25 12:51
Core Viewpoint - The company, Jinlongyu, plans to sign a strategic cooperation framework agreement with Donghai Investment Control to accelerate its transformation and upgrade in the new energy and solid-state battery sectors, focusing on industry mergers and acquisitions and regional business cooperation [1][2]. Group 1: Strategic Cooperation Agreement - The strategic cooperation aims to leverage the advantages of both parties, combining Donghai's investment expertise with Jinlongyu's industrial foundation in the new energy and solid-state battery sectors [2]. - A new industry merger fund with a planned subscription scale of 1.5 billion yuan is to be established, with Donghai contributing 5 million yuan as the fund manager and Jinlongyu contributing up to 525 million yuan as a limited partner [1][2]. - The fund will primarily focus on investments related to Jinlongyu's main business and its subsidiaries, while also considering upstream and downstream investments in the solid-state battery industry [2]. Group 2: Resource Utilization and Support - Donghai will provide Jinlongyu with policy analysis and support for business cooperation through its network of local funds, aiding in the establishment of joint ventures, research centers, or regional branches [3]. - The strategic cooperation framework agreement serves as an intention and guiding document for project collaboration, with the final cooperation agreement still subject to uncertainty [3]. Group 3: Capital Increase for Project Funding - Jinlongyu's subsidiary plans to apply for a bank loan to fund the construction of a solid-state battery key material production line project in Huizhou, necessitating an increase in registered capital by 100 million yuan [4]. - The capital increase will be fully subscribed by Jinlongyu's controlling subsidiary, raising the subsidiary's registered capital from 200 million yuan to 300 million yuan [4]. - This capital increase aligns with the company's development plan and is expected to have no significant impact on the company's financial status or operating results [4].
金龙羽(002882.SZ):拟与投控东海签署《战略合作框架协议》
Ge Long Hui A P P· 2025-12-25 12:33
格隆汇12月25日丨金龙羽(002882.SZ)公布,根据公司战略发展规划,为抓住新能源与固态电池产业领 域的发展机遇,加快公司产业转型升级,公司拟与投控东海签署《战略合作框架协议》,在产业并购投 资和区域业务合作领域展开合作。公司与投控东海拟共同出资设立产业并购基金,该投资合作事项将遵 循基金投资运作的惯例,主要聚焦于公司主营业务相关项目与参股子公司项目投资,兼顾新能源固态电 池产业链行业上下游投资与并购。拟设立的产业并购基金计划认缴规模15亿元人民币,其中,投控东海 作为基金管理人和普通合伙人认缴500万元,公司作为有限合伙人认缴金额不超过5.25亿元,其他份额 由投控东海负责募集。具体出资时间、金额、其他符合条件的有限合伙人、投资策略等相关事宜,以后 续各出资主体共同签署的正式合伙协议为准。 ...
金龙羽(002882.SZ):孙公司拟增加注册资本1亿元
Ge Long Hui A P P· 2025-12-25 12:33
Core Viewpoint - Jinlongyu Group Co., Ltd. plans to apply for a bank loan to fund the construction of a solid-state battery key material production line project in Huizhou New Materials Industrial Park [1] Group 1 - To meet the funding requirements for the Huizhou project, Jinlongyu's subsidiary, Jinlongyu New Energy (Huizhou) Co., Ltd., intends to increase its registered capital by 100 million RMB [1] - The additional registered capital will be fully subscribed by Jinlongyu's controlling subsidiary, Jinlongyu New Energy (Shenzhen) Co., Ltd., amounting to 100 million RMB [1] - Following the capital increase, the registered capital of the subsidiary will change from 200 million RMB to 300 million RMB [1]
金龙羽:孙公司拟增资1亿元,推进固态电池材料项目建设
Xin Lang Cai Jing· 2025-12-25 11:59
Core Viewpoint - Jinlongyu plans to apply for a bank loan to fund the construction of a solid-state battery key material production line project in Huizhou New Materials Industrial Park [1] Group 1: Company Actions - Jinlongyu's subsidiary, Jinlongyu New Energy (Huidong) Co., Ltd., intends to increase its registered capital by 100 million RMB to meet the funding requirements for the project [1] - The additional registered capital will be fully subscribed by Jinlongyu New Energy (Shenzhen) Co., Ltd., which is a controlling subsidiary of Jinlongyu [1] - Following the capital increase, the registered capital of the subsidiary will change from 200 million RMB to 300 million RMB [1]
金龙羽:公司拟与投控东海签署《战略合作框架协议》
Mei Ri Jing Ji Xin Wen· 2025-12-25 11:38
每经AI快讯,金龙羽(SZ 002882,收盘价:31.7元)12月25日晚间发布公告称,公司于2025年12月25 日召开第四届董事会第十八次(临时)会议,审议通过了《关于公司拟与专业投资机构签署战略合作框 架协议的议案》。根据公司战略发展规划,为抓住新能源与固态电池产业领域的发展机遇,加快公司产 业转型升级,公司拟与投控东海签署《战略合作框架协议》,在产业并购投资和区域业务合作领域展开 合作。公司与投控东海拟共同出资设立产业并购基金,该投资合作事项将遵循基金投资运作的惯例,主 要聚焦于公司主营业务相关项目与参股子公司项目投资,兼顾新能源固态电池产业链行业上下游投资与 并购。 截至发稿,金龙羽市值为137亿元。 每经头条(nbdtoutiao)——对话马斯克脑机接口"一号受试者":大脑植入芯片23个月,我正重新夺回 人生的独立 (记者 曾健辉) 拟设立的产业并购基金计划认缴规模15亿元人民币,其中,投控东海作为基金管理人和普通合伙人认缴 500万元,公司作为有限合伙人认缴金额不超过5.25亿元,其他份额由投控东海负责募集。具体出资时 间、金额、其他符合条件的有限合伙人、投资策略等相关事宜,以后续各出资主体共 ...