Event Overview - The 2025 (10th) Qidian Lithium Battery Industry Annual Conference and Lithium Battery Golden Ding Award Ceremony will be held on December 18-19, 2025, in Shenzhen, marking the 10th anniversary of Qidian Lithium Battery and Qidian Research [2] - The theme of the event is "New Cycle, New Technology, New Ecology," focusing on discussions around the new industry cycle, new materials, new processes, and new technologies [2] Event Significance - The annual conference serves as a significant platform for over 1,000 attendees from the lithium battery industry, including materials, equipment, cell manufacturers, and downstream application enterprises [2] - The event aims to summarize the past decade of the lithium battery industry and explore future development cycles, providing opportunities for industry exchange and collaboration [2] Event Highlights - The conference will feature over 1,200 attendees, making it the largest annual gathering, with nine specialized forums and over 60 prominent speakers discussing core issues and technological breakthroughs [4] - The 10th Lithium Battery Golden Ding Award will be held concurrently, recognizing outstanding contributions to the lithium battery industry [4] - The event will also include the 2025 China New Energy Entrepreneurs Club Council meeting, facilitating direct interactions among industry leaders [4] Specialized Sessions and Topics - The event will include specialized sessions on various topics such as the development trends of large cylindrical batteries, high-energy density batteries, and new battery materials and processes [6][7] - Key discussions will cover the global user-side energy storage industry white paper, trends in household energy storage, and the application of solid-state batteries in data centers [7][8] Participation and Sponsorship - The event will feature sponsorship from various companies, including major players in the lithium battery and energy storage sectors, enhancing the event's prestige and outreach [4] - Registration for the event is priced at 2,888 yuan per person, which includes access to all sessions, meals, and industry white papers [11]

Core Viewpoint - Next week, a total of 38 stocks will be unlocked, with a combined market value of 39.63 billion yuan based on the latest closing prices [2]. Group 1: Stock Unlocking Details - Ningbo Yiyang will have 1.06 billion shares listed for circulation, primarily from the original shareholders' restricted shares, with an unlocking market value of 9.71 billion yuan [3]. - EVE Energy ranks second in unlocking market value, with 125 million shares to be unlocked, mainly from the placement of shares to targeted investors, totaling 8.62 billion yuan [3]. - In contrast, Longxun Co., Xinghao Pharmaceutical, and Yinlong Co. have relatively low unlocking pressure, with unlocking market values of less than 10 million yuan each [4]. Group 2: Unlocking Proportions - The stocks with the highest unlocking ratios include Ningbo Yiyang, Oke Technology, and Jingpin Special Equipment, all exceeding 50% [5]. Group 3: Institutional Attention - Eight stocks facing unlocking have garnered significant institutional attention, with over 30 institutions conducting research since the fourth quarter [7]. - Among these, Juhe Materials has a market value of 1.056 billion yuan facing unlocking, and has received research from 161 institutions. The company specializes in the research, production, and sales of fluorochemical products [8]. - Huadong Medicine has received research from 132 institutions and has begun exporting some of its pharmaceutical products internationally, while also expanding its medical aesthetics business globally [9]. Group 4: Stock Performance - Among the 38 stocks facing unlocking, the average stock price has decreased by 0.14% since December [8]. - Changying Tong has the highest price increase, with a cumulative rise of 9.94% in December, while Sanfu Xinke has the largest decline, with a cumulative drop of 12.37% [8].

Core Viewpoint - A total of 38 stocks will be unlocked for trading from December 8 to December 12, with a combined market value of 39.63 billion yuan based on the latest closing prices [1] Group 1: Stock Unlocking Details - Ningbo Yiyang will have 1.06 billion shares available for trading, primarily consisting of original shareholders' restricted shares, with an unlocking market value of 9.71 billion yuan [1] - EVE Energy ranks second in unlocking market value, with 125 million shares to be released, mainly from targeted placement to institutional investors, amounting to 8.62 billion yuan [1] - Longxin Co., Xinghao Pharmaceutical, and Yinlong Co. have relatively low unlocking pressure, each with unlocking market values of less than 10,000 yuan [1] Group 2: Unlocking Proportions - Ningbo Yiyang, Oke Technology, and Jingpin Special Equipment have the highest unlocking ratios, all exceeding 50% [1]

Core Viewpoint - Zhongke Electric's lithium battery anode business serves major clients including leading domestic and international lithium battery manufacturers [2] Group 1 - The main customers of Zhongke Electric's lithium battery anode business include CATL, BYD, and other well-known companies [2] - Other notable clients mentioned are Zhongxin Innovation, Yiwei Lithium Energy, Ruipu Lanjun, Guoxuan High-Tech, Hive Energy, ATL, LGES, SK On, and Samsung SDI [2]

法律意见书——亿纬锂能 2025 年第五次临时股东会 ——————————————————————————————————————— 广东伟伦律师事务所 关于惠州亿纬锂能股份有限公司 2025 年第五次临时股东会 法律意见书 | 网址：http://www.gdweilun.com | | | | | 传真：0752-2119080 | | --- | --- | --- | --- | --- | --- | | 地址：广东省惠州市江北文明一路 E-mail: weilun@gdweilun.com | 3 号中信时代 | B | 栋 15 | 楼 | 邮编：516003 电话：0752-2167800 | 第 1 页 共 8 页 法律意见书——亿纬锂能 2025 年第五次临时股东会 ——————————————————————————————————————— 广东伟伦律师事务所关于 惠州亿纬锂能股份有限公司 2025 年第五次临时股东会 法律意见书 2025 年伟伦惠法意第 258 号 致：惠州亿纬锂能股份有限公司 广东伟伦律师事务所（以下称"本所"）接受惠州亿纬锂能股份有限公司（以 下称"亿纬公司/公 ...

证券代码：300014 证券简称：亿纬锂能 公告编号：2025-160 惠州亿纬锂能股份有限公司 2025 年第五次临时股东会决议公告 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。 2、现场会议召开地点：惠州亿纬锂能股份有限公司（以下简称"公司"）总部零号 会议室，惠州市仲恺高新区惠风七路38号。 3、会议召开方式：采取现场投票和网络投票相结合的方式。 4、会议召集人：公司董事会。 特别提示： 1、本次股东会未出现变更或否决议案的情形。 2、本次股东会不涉及变更以往股东会已通过的决议。 一、会议召开情况 1、会议召开时间： （1）现场会议召开时间：2025年12月5日（星期五）14:30开始。 （2）网络投票时间：通过深圳证券交易所（以下简称"深交所"）交易系统进行网 络投票的具体时间为2025年12月5日9:15—9:25，9:30—11:30和13:00—15:00；通过深交所 互联网投票的具体时间为2025年12月5日9:15—15:00。 5、会议主持人：董事江敏女士。 会议的召集、召开符合《中华人民共和国公司法》《上市公司股东会规则》《深圳 证券交易 ...

Core Viewpoint - The first EVE Energy Open Source Battery Media Day showcased the company's commitment to the commercial vehicle battery strategy and its ambition to promote the electrification of commercial vehicles [1] Group 1: Market Trends and Growth - In the first ten months of this year, the penetration rate of new energy commercial vehicles in China reached 24.6%, with monthly sales of new energy heavy trucks exceeding 20,000 units [3] - The growth in penetration is driven primarily by truck products, with pure electric vehicles contributing the most to this trend [3] - The rapid development of new energy commercial vehicles is attributed to their operational value and lower total cost of ownership (TCO) compared to fuel models, as well as decreasing battery prices [5] Group 2: Technological Innovations - EVE Energy presented several technological innovations at the media day, including the LF668-448kWh battery for heavy trucks, which has a 5% increase in energy capacity while being 560kg lighter than the industry average [7] - The company's strategic shift from product solutions to scenario solutions aims to enhance user experience and meet real-world demands [8] - EVE Energy's high-rate fast charging technology addresses user concerns about charging anxiety by optimizing charging efficiency in logistics and time-sensitive scenarios [9] Group 3: Organizational Changes and Strategy - EVE Energy has established a product line organization for commercial vehicle batteries to enhance market responsiveness and innovation [12] - The company emphasizes breaking down internal barriers and focusing on customer needs to drive technological innovation and product upgrades [13] - The vision for 2030 includes becoming a global leader in battery technology, with a commitment to innovation and meeting real-world demands through collaborative efforts [13]

Core Viewpoint - The company, Zhongke Electric, has confirmed that its lithium battery anode materials are supplied to several major clients, including prominent battery manufacturers in China and abroad [1]. Group 1: Clientele - The main clients for the company's lithium battery anode business include CATL, BYD, Zhongchuang Xinhang, Yiwei Lithium Energy, Ruipu Lanjun, Guoxuan High-Tech, Hive Energy, ATL, LG Energy Solution, SK On, and Samsung SDI [1].

Core Viewpoint - EVE Energy has signed a three-year strategic cooperation memorandum with Vimab BESS AB to collaborate on a 1.48GWh energy storage project in Northern Europe, followed by a significant order acquisition [1] Group 1: Strategic Partnerships - China Gas and EVE Energy held a strategic cooperation signing ceremony on December 2, focusing on three core areas of collaboration [2] - The partnership aims to leverage China Gas's strengths in distributed energy and EVE Energy's leading capabilities in battery solutions to develop energy storage systems and biomass energy coupling technologies [4] - The agreement includes a plan to achieve an order replacement of 1GWh battery cells or energy storage products within one year, covering domestic and international projects of China Gas [4] Group 2: Project Development and Market Expansion - Both companies plan to jointly develop projects in commercial energy storage, mobile energy storage, heavy-duty vehicle battery swapping, and zero-carbon parks, with gradual expansion into overseas markets [4] - China Gas is expected to explore market opportunities in industrial and independent energy storage, electric heavy-duty vehicle batteries, and mobile energy storage over the next three years, providing substantial project demand for the partnership [4] Group 3: Cost Reduction and Clean Energy Solutions - EVE Energy will utilize solutions provided by China Gas for its factories in Yunnan, Hubei, and Malaysia, ensuring biomass gas, steam, and new energy supply, significantly reducing production costs while achieving clean energy substitution [4] - Previous collaborations between EVE Energy and China Gas have successfully validated the feasibility of technology integration and business models through landmark projects like the 40MW/80MWh energy storage station in Changsha [4]

证券代码：300014 证券简称：亿纬锂能 公告编号：2025-159 惠州亿纬锂能股份有限公司 关于向特定对象发行股票解除限售上市流通的提示性公告 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。 特别提示： 1、本次拟解除限售的3名发行对象（亿纬控股、刘金成、骆锦红）承诺自公司本 次发行结束之日（指本次发行的股份上市之日）起，36个月内不转让其本次认购的股 份。 2、截至本公告披露日，本次申请解除限售的 3 名发行对象严格履行了上述承诺， 未发生违反上述承诺的情形。 1、本次解除限售的股份为惠州亿纬锂能股份有限公司（以下简称"公司"）2022 年 12 月 6 日在深圳证券交易所创业板上市的向特定对象发行股票。 2、本次申请解除限售的股东共 3 名，系公司控股股东西藏亿纬控股有限公司（以 下简称"亿纬控股"）、实际控制人刘金成先生、骆锦红女士，本次解除限售股份数 量 142,970,611 股，占截至 2025 年 11 月 28 日公司总股本 2,073,357,895 股的 6.8956%。 3、本次申请解除限售的股东发行时承诺的限售期为 36 个月，本次 ...