Core Viewpoint - The company, Zhongke Electric, announced that it has no overdue external guarantees and has not provided guarantees for shareholders, actual controllers, or their related parties [2] Summary by Categories Company Announcement - Zhongke Electric released a statement confirming that both the company and its subsidiaries have no overdue external guarantees [2] - The company also clarified that it has not provided any guarantees for shareholders, actual controllers, or their related parties [2]

证券代码：300035 证券简称：中科电气 公告编号：2025-060 近日，公司与中国建设银行股份有限公司宁乡支行（以下简称"建设银行"）签订 了《最高额保证合同》；与中国光大银行股份有限公司曲靖分行（以下简称"光大银行 1 曲靖分行"）签订了《最高额保证合同》；与中国光大银行股份有限公司岳阳分行（以 下简称"光大银行岳阳分行"）签订了《最高额保证合同》，担保详情如下： 湖南中科电气股份有限公司 关于公司与子公司间提供担保的进展公告 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。 一、对外担保的审批情况 湖南中科电气股份有限公司（以下简称"公司"、"中科电气"）为更好地实施公 司发展战略，满足公司及下属子公司湖南中科星城石墨有限公司（以下简称"湖南中科 星城"）、贵州中科星城石墨有限公司（以下简称"贵州中科星城"）、贵安新区中科 星城石墨有限公司（以下简称"贵安新区中科星城"）、云南中科星城石墨有限公司（以 下简称"云南中科星城"）、中科星城（香港）控股有限公司（以下简称"中科星城（香 港）"）、中科星城苏哈尔新材料科技（自贸区）有限责任公司（以下简称"中科 ...

Industry Overview - Graphite is a crucial anode material in lithium-ion batteries, characterized by high-temperature resistance, corrosion resistance, electrical conductivity, and thermal conductivity [1] - Graphite anode materials are categorized into natural and synthetic types, each with distinct performance, cost, and application scenarios [1][2] Production and Supply Chain - The upstream supply chain includes raw material suppliers like natural graphite mines and carbon materials for synthetic graphite, while the midstream consists of manufacturers of graphite anode materials, and the downstream includes various battery producers [5][8] - China's natural graphite production reached 91 million tons in 2023, with a projected increase to approximately 95 million tons in 2024 [15] Market Trends - The market share of synthetic graphite anode materials has been increasing, with over 90% of the total anode material shipments being synthetic by mid-2025 [25] - The total output of graphite anode materials in China is expected to exceed 200 million tons by 2024, with a growth rate of 26% [24] Competitive Landscape - Leading companies in the graphite anode materials sector include BETTERI, Sanyuan, and others, with BETTERI's revenue from graphite-related business exceeding 10 billion yuan [29] - The industry is concentrated in regions like Guangdong, Shanghai, and Zhejiang, with many representative companies located in Guangdong [30] Future Outlook - The demand for graphite anode materials is anticipated to surge, particularly driven by the growth in electric vehicle batteries and energy storage systems, with projections indicating that shipments could exceed 5 million tons by 2030 [36][37] - The industry is expected to see further innovation and consolidation, with leading firms investing in high-end synthetic graphite and other advanced materials [34]

天眼查商业履历信息显示，湖南中科电气股份有限公司，成立于2004年，位于岳阳市，是一家以从事电 气机械和器材制造业为主的企业。企业注册资本68542.6671万人民币，实缴资本19535.5753万人民币。 公司法定代表人为余新。 资金流向方面，今日主力资金净流入3975.73万元，占比成交额7.57%。其中，超大单净流入875.06万 元、占成交额1.67%，大单净流入3100.67万元、占成交额5.91%，中单净流出流入202.22万元、占成交 额0.39%，小单净流出4177.94万元、占成交额7.96%。 中科电气最新一期业绩显示，截至2025三季报，公司营业总收入59.04亿元、同比增长52.03%，归属净 利润4.02亿元，同比增长118.85%，扣非净利润4.11亿元，同比增长99.84%，流动比率1.428、速动比率 0.827、资产负债率60.16%。 据交易所数据显示，截至2025年12月8日收盘，中科电气（300035）报收于21.46元，上涨2.19%，换手 率4.2%，成交量24.48万手，成交金额5.25亿元。 通过天眼查大数据分析，湖南中科电气股份有限公司共对外投资了6家企业，参 ...

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]

Core Viewpoint - The company has achieved mass production of hard carbon anode materials for sodium-ion batteries and is supplying these materials to clients such as CATL [2] Group 1 - The company is actively engaging with investors through interactive platforms to provide updates on its business developments [2] - The hard carbon anode materials are specifically designed for sodium-ion batteries, indicating a focus on innovative energy storage solutions [2] - The partnership with major clients like CATL highlights the company's position in the growing battery materials market [2]

Group 1 - The core point of the article is that Zhongke Electric (300035.SZ) has achieved mass production of hard carbon anode materials required for sodium-ion batteries and is supplying these materials to clients such as CATL [1] Group 2 - The company has successfully developed anode materials specifically for sodium-ion batteries, indicating a significant advancement in its product offerings [1] - The collaboration with major clients like CATL highlights the company's position in the growing market for sodium-ion battery technology [1]

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].

Group 1 - The company stated that its stock price in the secondary market is influenced by various factors and aims to align market value with intrinsic value through focusing on core business, improving operational efficiency, and enhancing corporate governance [2] - The company is progressing normally with the share transfer agreement according to the stipulated procedures [2] - There is a high demand for the company's anode materials from downstream customers, and the production capacity utilization rate is currently at a high level [2]

Core Viewpoint - Zhongke Electric's main business includes lithium battery anode products and magnetic electric equipment, which are essential in various industries [2] Group 1: Business Segments - The lithium battery anode products are primarily used in power, energy storage, and consumer lithium-ion batteries [2] - The magnetic electric equipment products are widely applied in industries such as steel, transportation, shipbuilding, machinery, mining, and lithium batteries [2]