Core Insights - The company held an online investor reception day to discuss its business layout, stock incentive plans, and sodium battery development [1] Business Layout and Technology Route - The company initially focused on desulfurization and denitrification in non-electric industries due to high market potential and technical requirements, while the power sector was not prioritized due to market saturation. It plans to expand into the CCUS field across various industries including power and petrochemicals [2] - In the sodium battery sector, the company is concentrating on low-speed vehicles, small power applications, and energy storage. Although the cathode route is not favored by capital markets, it offers significant advantages in cost and safety, with substantial potential in downstream applications. The company has completed preliminary planning for a sodium battery cathode material production base and is in discussions with local governments for site selection [2] Stock Incentive and Financial Impact - The company has implemented a restricted stock incentive plan, which is currently undergoing non-trading transfer procedures and is expected to be completed within the week. This will result in some share-based payment expenses affecting the financial statements, and investors should pay attention to subsequent announcements [3] Sodium Battery Technology and Market Progress - The company has not yet mass-produced its 100Ah sodium battery cells, with previous trials aimed at validating materials and processes. Collaborations with multiple cell manufacturers are ongoing to develop higher-capacity cells based on demand and technological advancements. The theoretical application of sodium cathode materials in solid-state batteries has not yet been pursued due to the immaturity of industry technology and supply chains [4] CCUS Business Orders and Market Promotion - The EU emissions trading system in the shipping industry has created opportunities for ship carbon capture, with the company securing three orders for carbon capture agents for large ships and developing specialized systems. There is strong demand in overseas markets, with multiple projects progressing simultaneously. The company previously participated in a CCUS project bid for a waste-to-energy plant in Europe, with further updates expected. The U.S. opposition to the "net zero framework" is not expected to have a significant long-term impact on the company and may even present new opportunities. The newly developed two-phase absorbent combined with energy-saving processes can achieve energy consumption below 2.0 GJ/ton of CO2 [5] "One Body, Two Wings" Strategy Progress - By the first half of 2025, the company's "one body, two wings" strategy has shown significant results, with revenue of approximately 405 million yuan, a year-on-year increase of 33.49%, and a net profit of approximately 52.48 million yuan, a year-on-year increase of 118.62%. The company's customized absorbent products are highly competitive, with several strategic cooperation agreements signed. In the sodium battery sector, material performance has reached a leading domestic level, and site selection for the production base is progressing orderly, with an initial investment plan of 300 million yuan. The company is also seeking acquisition targets to complement its overseas business [6]

Group 1: Company Performance - The company achieved a revenue of approximately 405 million CNY in the first half of 2025, representing a year-on-year growth of 33.49% [9] - The net profit attributable to shareholders was about 52.48 million CNY, showing a year-on-year increase of 166.07% [9] Group 2: Shareholder Information - As of September 10, 2025, the number of shareholders was 15,933 [3] Group 3: Sodium Battery Business - The company’s sodium battery business is currently focused on low-speed vehicles, small power, and energy storage, with no immediate plans for commercial vehicles due to lower energy density [4] - The third-generation sodium battery cathode material (NFPP) has been successfully trialed in a 50Ah short blade cell, with plans for further testing on safety and electrochemical performance [10] - The first phase of the sodium battery cathode material production base is planned with an investment of 300 million CNY [11] Group 4: Carbon Capture Utilization and Storage (CCUS) - The company has received three orders for absorbents in the 10,000-ton ship carbon capture device market [12] - The company is actively developing a compact and efficient carbon capture system tailored for the shipping industry, responding to the EU's emissions trading system [8] - The company is involved in a joint bid for a 350,000-ton CCUS project in Europe, with expectations for order conversion and project implementation in the second half of the year [12] Group 5: Strategic Development - The company is pursuing an "integrated two wings" strategy to enhance its growth curve and expand into international markets [9] - The company is exploring potential acquisition targets to boost stock prices and has established an overseas division to support this strategy [11]

证券日报网讯同兴科技（003027）9月11日在互动平台回答投资者提问时表示，截至2025年9月10日，公 司股东户数15，933户。 ...

（文章来源：证券日报） 证券日报网讯同兴科技9月11日在互动平台回答投资者提问时表示，截至2025年8月底公司在手底单为 4.97亿元。 ...

为进一步加强与投资者的互动交流，同兴环保科技股份有限公司（以下简 称"公司"）将参加由安徽证监局指导，安徽上市公司协会与深圳市全景网络 有限公司联合举办的"2025年安徽上市公司投资者网上集体接待日"，现将相 关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （https://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演APP,参 与本次互动交流，活动时间为2025年9月15日（周一）15:00-17:00。届时公司高 管将在线就公司业绩、经营状况、公司治理、发展战略和可持续发展等投资者 关心的问题，与投资者进行沟通与交流，欢迎广大投资者踊跃参与！ 特此公告。 同兴环保科技股份有限公司董事会 2025年9月10日 关于参加2025年安徽辖区上市公司投资者 网上集体接待日活动的公告 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。 证券代码：003027 证券简称：同兴科技 公告编号：2025-039 同兴环保科技股份有限公司 ...

Core Viewpoint - The company is advancing its sodium battery materials, specifically the third-generation NFPP, which shows promising performance and is positioned as a key growth area in its strategic layout [2]. Group 1: Product Development - The company has developed a third-generation NFPP (sodium iron phosphate) with a high specific capacity of 108 mAh/g, significantly enhancing battery energy density [2]. - The NFPP material maintains a capacity retention rate of 90% under 5C high-rate conditions, catering to fast charging and discharging needs [2]. - The material is compatible with cost-effective PVDF-based slurries, achieving a packing density of 2.1 without brittleness, indicating excellent processing performance suitable for large-scale continuous production [2]. Group 2: Testing and Applications - A general-purpose NFPP has successfully completed a trial production of a 50Ah short blade cell in a third-party laboratory, demonstrating high packing density and excellent processing performance [2]. - The next steps involve testing the safety and electrochemical performance of the developed cell, with a focus on applications in low-speed electric vehicles and energy storage [2]. Group 3: Strategic Importance - The sodium battery materials business is a crucial part of the company's "one body, two wings" strategic layout, aimed at establishing a second growth curve for the company [2].

Group 1 - The company, Tongxing Technology, is a supplier of sodium battery cathode materials and currently does not have large cell production lines [1] - According to customer feedback, the predicted lifespan after 6000 cycles is over 80% [1]

Group 1 - The company, Tongxing Technology (003027.SZ), is a supplier of sodium battery cathode materials and currently does not have a large cell production line [1] - According to customer feedback, the predicted lifespan after 6000 cycles is over 80% [1]

Core Viewpoint - The demand for environmental catalysts in China is projected to grow significantly, driven by increasing environmental awareness, policy support, and technological innovation, with the market size expected to reach 281.47 billion yuan by 2025 [1][6]. Group 1: Industry Definition and Requirements - Environmental catalysts are substances used to treat toxic and harmful materials, making them harmless or reducing their quantity to protect and improve the surrounding environment [2][4]. - Current environmental catalysts do not include those related to green chemistry processes, which are often referred to as green catalysts or environmentally friendly catalysts [2]. Group 2: Industry Development Status - The demand for environmental catalysts in China is expected to increase from 230,000 tons in 2017 to 358,000 tons in 2024, with the market size growing from 17.095 billion yuan to 26.743 billion yuan [1][6]. - The production of environmental catalysts is also on the rise, with an expected increase from 237,000 tons in 2017 to 397,000 tons in 2024 [1][6]. Group 3: Industry Chain - The upstream of the environmental catalyst industry includes precious metals like platinum, palladium, and rhodium, as well as metal oxides and various raw materials [6][7]. - The downstream applications primarily involve exhaust purification for automobiles and ships, industrial waste gas treatment, and solid waste management [6][7]. Group 4: Development Environment and Policies - The promotion of the "dual carbon" goals has provided a broad market space for the catalyst industry, with the government emphasizing the development of high-performance, green environmental catalyst products [7][8]. - Recent policies encourage the development of new, efficient, and environmentally friendly catalysts, aiming to enhance product performance and promote high-quality development in the catalyst industry [7]. Group 5: Competitive Landscape - Major suppliers in the environmental catalyst market include companies that provide industrial flue gas treatment catalysts and water treatment catalysts, with significant players like BASF, Johnson Matthey, and Umicore dominating the global market [8]. - Domestic competitors include Hai Xin Neng Ke, Zhong Zi Ke Ji, and Gui Yan Bo Ye, which are actively addressing technical challenges such as high-temperature stability and anti-poisoning properties [8]. Group 6: Industry Development Trends - The environmental catalyst industry is a high-value sector driven by policy and technology, playing a crucial role in global environmental efforts [9]. - With the increasing demand for clean fuels and the acceleration of oil conversion processes, the market for refining catalysts is expected to grow steadily [9]. - The market penetration of environmental catalysts is anticipated to increase, supported by ongoing government policies and a focus on pollution control [9].

Group 1 - The company, Tongxing Technology, reported that as of August 31, 2025, the number of shareholders is 15,578 [1]