每经AI快讯，有投资者在投资者互动平台提问：尊敬的董秘，您好！请问贵公司六氟磷酸锂的产能和 销量目前如何？ （文章来源：每日经济新闻） 新宙邦（300037.SZ）1月7日在投资者互动平台表示，公司投资的江西石磊氟材料有限责任公司六氟磷 酸锂的3.6万吨产能目标已完成技改，并进入了试生产爬坡期。2026年将是新产能逐步兑现、贡献产量 的关键一年。公司将继续稳步推进相关工作，以巩固产业链优势。 ...

人民财讯1月7日电，新宙邦（300037）1月7日在互动平台表示，公司投资的江西石磊氟材料有限责任公 司六氟磷酸锂的3.6万吨产能目标已完成技改，并进入了试生产爬坡期。2026年将是新产能逐步兑现、 贡献产量的关键一年。公司将继续稳步推进相关工作，以巩固产业链优势。 ...

| 债券简称 | 上一次评级时间 | | | | 上一次评级结果 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 主体等级 债项等级 | 评级展望 | | | | 宙邦转债 | 2025 4 | 年 | 月 | 28 | 日 | AA | AA | 稳定 | 根据公司于 2026 年 1 月 1 日公告的《深圳新宙邦科技股份有限 公司第七届董事会第一次会议决议公告》和《深圳新宙邦科技股份有 限公司关于董事会换届完成暨聘任高级管理人员及其他人员的公告》， 公司完成了第七届董事会换届选举并聘任了高级管理人员，其中公司 原董事、总裁周达文被选举为公司第七届董事会副董事长，其不再担 任公司总裁职务，公司聘任原副总裁姜希松为总裁；此外，公司第六 届董事会董事、副总裁谢伟东不再担任公司董事、副总裁，但仍在公 司任职，负责有机氟化学品业务，截至 2026 年 1 月 1 日其持有公司 股份 153.17 万股，占公司总股本的 0.2037%。 1 表1 公司主要人员变动情况 姓名 变更前公司职务 变更后公司职务 周达文 ...

Group 1 - The core viewpoint of the article highlights the recent price increase of lithium iron phosphate (LFP) and the underlying uncertainties in the supply chain, particularly regarding the transmission of lithium carbonate prices to battery manufacturers [2][3] - Two LFP companies confirmed price hikes for downstream customers, with one company indicating an increase of approximately 1500 to 2000 yuan/ton for major clients, while most other customers accepted a processing fee increase of 1000 yuan/ton [2] - The article discusses the significant fluctuations in lithium carbonate futures, with the main contract closing at 137,940 yuan/ton on January 6, indicating a need for better alignment between upstream procurement and downstream pricing mechanisms [3][4] Group 2 - The term "point pricing" has become prevalent in negotiations, where a pricing window is established for both parties to agree on a specific point in time to set the price based on futures contracts [4][5] - Material companies are pushing for a higher proportion of customer-supplied lithium carbonate and shifting the pricing anchor from spot prices to futures-linked pricing to mitigate risks associated with price fluctuations [5] - Recent announcements from major companies indicate a simultaneous trend of production cuts and expansions, with several LFP manufacturers announcing reductions in production while also planning significant capacity expansions [9][10] Group 3 - Tianqi Lithium announced a reduction in its planned production of electrolyte and battery recycling projects due to changes in market conditions, adjusting its total investment to not exceed 600 million yuan [6][7] - The article notes that while short-term supply constraints and maintenance are occurring, there are also long-term capacity expansion plans in the pipeline, indicating a complex market dynamic [8] - The simultaneous occurrence of production cuts and expansion plans raises questions about whether price increases can translate into profit recovery, emphasizing the importance of navigating price risks and ensuring that processing fees are elevated before new capacities come online [11][12]

Group 1 - Shenzhen Capchem Technology Co., Ltd. plans to invest approximately $260 million in a lithium-ion battery materials project in Yanbu Industrial City, Saudi Arabia, focusing on an annual production of 200,000 tons of carbonate solvent and 100,000 tons of ethylene glycol [1][4] - The project aligns with the "Belt and Road" initiative and aims to capitalize on opportunities in the Middle East's new energy sector, marking a new phase in the company's internationalization strategy [1][4] Group 2 - The project will be implemented by Capchem Middle East Company, a wholly-owned subsidiary, with plans to introduce local Saudi investors for joint investment [4] - The project site covers approximately 100,000 square meters, with a construction period not exceeding three years, funded through self-raised and strategic investor capital [4] Group 3 - The project benefits from strong policy support, as China encourages leading enterprises to participate in "Belt and Road" initiatives, while Saudi Arabia's Vision 2030 emphasizes industrial diversification and low-carbon development [7][8] - The strategic location of Saudi Arabia provides logistical advantages, allowing efficient access to European and Southeast Asian markets, thereby reducing transportation costs and delivery times [10][11] Group 4 - The overseas lithium battery market is expanding, driven by the growth of electric vehicles and energy storage in Europe and North America, with a notable supply gap in local solvent production [11][12] - The company has established a solid operational foundation with its Polish electrolyte project and has secured supply agreements with local suppliers in Saudi Arabia, ensuring stable raw material costs and supply [14] Group 5 - Shenzhen Capchem Technology Co., Ltd. has focused on electronic chemicals for nearly 30 years, with a strong presence in battery chemicals, particularly in lithium-ion battery electrolytes [15][16] - The company has developed core technologies across the entire supply chain, including solvents and additives, and maintains long-term partnerships with leading battery manufacturers [16][18] Group 6 - The Middle East project represents a significant step in the company's global strategy, providing stable solvent supplies to overseas plants and enhancing international customer responsiveness [23] - The project is expected to strengthen the company's leading position in the industry and facilitate its transformation from a domestic leader to a global integrated enterprise [25][26] Group 7 - The investment aligns with the company's and shareholders' fundamental interests, as the demand for lithium-ion battery electrolytes is expected to grow due to increasing penetration of electric vehicles and energy storage expansion [27] - The industry is witnessing rising concentration, with leading companies expanding their market share through technological and cost advantages [28][29] Group 8 - The project serves as a new model for green cooperation between Chinese enterprises and the Middle East, contributing to the global new energy supply chain and enhancing Sino-Saudi economic cooperation [30]

| 证券代码：300037 | 证券简称：新宙邦 | 公告编号：2026-007 | | --- | --- | --- | | 债券代码：123158 | 债券简称：宙邦转债 | | 深圳新宙邦科技股份有限公司 1 关于 2025 年第四季度可转换公司债券转股情况的公告 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。 特别提示： 1、"宙邦转债"（债券代码：123158）转股期限为 2023 年 3 月 30 日至 2028 年 9 月 25 日；最新的转股价格为人民币 41.05 元/股。 2、2025 年第四季度，共有 1,645,717 张"宙邦转债"完成转股（票面金额 共计人民币 164,571,700 元），合计转成 4,008,797 股"新宙邦"股票（证券代码： 300037）。 3、截至 2025 年第四季度末，公司剩余可转换公司债券张数为 18,046,899 张，剩余可转换公司债券票面总额为人民币 1,804,689,900 元。 根据《深圳证券交易所创业板股票上市规则》《深圳证券交易所上市公司自 律监管指引第 15 号——可转换公司债券 ...

Core Viewpoint - Company is expanding its overseas production capacity by investing in lithium-ion battery material projects in Saudi Arabia and Poland, aiming to enhance its global supply chain and market presence [1][3][4]. Group 1: Investment Projects - Company plans to invest approximately $260 million in the Middle East New Capchem lithium-ion battery material project in Saudi Arabia, which will produce 200,000 tons of carbonate solvent and 100,000 tons of ethylene glycol annually [1][3]. - In Poland, the company intends to invest no more than 200 million yuan in the second phase of the Capchem Poland project, which includes technical upgrades and the addition of 50,000 tons per year of lithium battery electrolyte production capacity [4][6]. Group 2: Market Position and Performance - Company has seen a continuous increase in its market share for electrolyte products, currently ranking among the top two in the industry [6][7]. - In the first half of 2025, the company achieved a revenue of 2.815 billion yuan from its battery chemical segment, accounting for 66.27% of total revenue, with a production capacity utilization rate of 83.54% [6][8]. - For the first three quarters of 2025, the company reported total revenue of 6.616 billion yuan, a year-on-year increase of 16.75%, and a net profit attributable to shareholders of 748 million yuan, up 6.64% [6]. Group 3: Globalization Strategy - Company is actively pursuing a globalization strategy, with ongoing projects in Malaysia and the United States to enhance its vertical integration and global footprint in the battery chemical sector [7][8]. - The company aims to establish an international capital operation platform through its planned H-share listing in Hong Kong, which is expected to optimize its capital structure and enhance its international brand influence [2][8].

Market Overview - Major US stock indices showed mixed performance, with the S&P 500 rising by 0.19% and the Dow Jones increasing by 0.66%, while the Nasdaq fell by 0.03% [1] - Tesla shares dropped by 2.6%, influenced by software stocks offsetting gains in chip stocks, while Salesforce fell over 4% and Nvidia rose over 1% [1] - The White House's decision to delay tariffs on certain household goods led to an 8% increase in shares of RH [1] Semiconductor Sector - SanDisk surged nearly 16%, Micron Technology rose over 10%, ASML increased by over 8%, and TSMC hit a historical high with a rise of over 5% [2] - The semiconductor sector is expected to benefit from increased capital expenditure in 2026, with analysts projecting a tightening market for memory chips, leading to significant price increases [11] Chinese Tech Stocks - The China concept index rose over 4%, with Baidu increasing by 15% and Alibaba by over 6% [3] - Baidu announced plans to spin off Kunlun Chip for independent listing on the Hong Kong Stock Exchange, resulting in a 9% rise in its stock [10] Economic Policies and Initiatives - The State Council approved the draft of the Water Supply Regulations and the revised Drug Administration Law Implementation Regulations [4] - Shanghai's measures to accelerate the construction of low-altitude economic advanced manufacturing clusters include support for eVTOL and industrial-grade drones, with funding up to 50 million yuan [5] - The State Council issued a solid waste comprehensive governance action plan aiming for a 45 billion-ton annual comprehensive utilization of major solid waste by 2030 [5] IPO and Corporate Actions - Blue Arrow Aerospace's IPO application was accepted, aiming to raise 7.5 billion yuan for reusable rocket technology upgrades and capacity enhancement [12] - Multiple companies announced acquisitions, including Zhongwei Company planning to acquire a 64.69% stake in Hangzhou Zhonggui, and Meike Home proposing to buy 100% of Wande Technology [15][16] Lithium and Battery Materials - Tianqi Lithium forecasted a net profit of 1.1 to 1.6 billion yuan for 2025, driven by strong demand in the new energy vehicle and energy storage markets [29] - The lithium hexafluorophosphate market is expected to remain tight, with significant price increases anticipated due to strong demand and cautious supply expansion [13] Consumer Market Trends - Hainan's duty-free market saw a significant increase during the New Year holiday, with sales reaching 712 million yuan, a year-on-year growth of 128.9% [10][14]

Core Viewpoint - The article highlights the profit recovery in the electrolyte industry driven by increased demand for new energy vehicles and energy storage, alongside the company's strategic moves towards localization and upstream collaboration [2][3][10]. Group 1: Profit Forecast and Performance - Guangzhou Tinci High-Technology Materials Co., Ltd. expects a net profit of 1.1 billion to 1.6 billion yuan for 2025, representing a year-on-year increase of 127.31% to 230.63% [2]. - The company anticipates a non-net profit of 1.05 billion to 1.55 billion yuan, with a year-on-year growth of 175.16% to 306.18% [2]. - The growth in lithium-ion battery material sales is attributed to sustained demand from new energy vehicles and rapid growth in energy storage [3]. Group 2: Production and Market Strategy - Newzobang has announced three cross-regional investments and expansions in Europe, the Middle East, and North China, shifting focus from single-point expansion to a combination of "local delivery + upstream raw material security + high value-added product structure" [4]. - Tinci's projected annual electrolyte sales for 2025 are 720,000 tons, exceeding the initial target of 700,000 tons, with core products reaching full production capacity [5]. - The company plans to increase the proportion of LiFSI in its electrolyte products from approximately 2% to between 2.2% and 2.5% due to rising demand for fast-charging and energy storage applications [5]. Group 3: Expansion Plans - In Poland, Newzobang plans to invest up to 200 million yuan in a second phase project to add 50,000 tons/year of electrolyte production capacity [6][7]. - In the Middle East, the company intends to invest approximately 260 million USD in a lithium-ion battery materials project in Saudi Arabia, which will produce 200,000 tons of carbonate solvents and 100,000 tons of ethylene glycol [8]. - The expansion in Poland aims to address local market capacity gaps, while the Saudi project enhances upstream supply chain control, reducing delivery risks [8]. Group 4: Domestic Investment - Newzobang has increased its investment in the Tianjin semiconductor chemicals and lithium battery materials project by 103 million yuan, raising the total investment to 320 million yuan [9]. - The additional funds will be used for high-end production line construction and core equipment purchases, driven by growing demand in the electronics and photovoltaic sectors [9]. - This investment reflects the company's stronger confidence in the demand for high value-added electronic chemicals and emphasizes product structure optimization [10]. Group 5: Industry Outlook - The electrolyte industry is transitioning from concerns about market bottoming to focusing on which companies can effectively collaborate with upstream suppliers and localize production [11].

Core Viewpoint - The company is expanding its lithium-ion battery materials production capacity in Europe and the Middle East through significant investments in Poland and Saudi Arabia, aiming to enhance local supply capabilities and optimize production costs [1][5]. Group 1: Poland Project - The company plans to invest up to 200 million yuan in the second phase of its lithium-ion battery materials project in Poland, with the project being implemented by its subsidiary Capchem Poland Sp. z o.o. [1] - The project includes technical upgrades to the existing production area and the construction of a new production workshop, which will add a capacity of 50,000 tons per year for lithium battery electrolyte [3]. - Upon completion, the project is expected to fill the capacity gap in the European market, strengthen local supply capabilities, and improve response efficiency and service quality for European customers [3]. Group 2: Saudi Arabia Project - The company announced plans to invest approximately 260 million USD in the construction of a lithium-ion battery materials project in Yanbu Industrial City, Saudi Arabia, through its wholly-owned subsidiary, Middle East Capchem [5]. - The project will establish a production line with an annual capacity of 200,000 tons of carbonate solvent and co-produce 100,000 tons of ethylene glycol, along with necessary public works and environmental treatment facilities [5]. - This project aims to enhance the company's global production capacity layout and build an overseas collaborative supply chain, while also supplying electrolyte solvents to the overseas market [7].