Core Viewpoint - The article emphasizes the significant growth and global expansion of China's lithium battery industry, highlighting the need for companies to adopt a more rational and cautious approach to overseas ventures, balancing policy, market, and cost considerations [4][42]. Group 1: Lithium Battery Segment - CATL's overseas revenue reached 61.208 billion yuan in the first half of the year, accounting for 34.22% of total revenue, with a year-on-year increase of 21.14% [8]. - BYD exported 89.9 GWh of power batteries and energy storage systems in the first half of the year, a year-on-year increase of 58.4%, capturing a global market share of 17.8% [9][10]. - EVE Energy's overseas revenue for the first half of 2025 was 6.969 billion yuan, a year-on-year increase of 28.05%, with a gross margin of 21.71% [11]. - Guoxuan High-Tech's overseas revenue was 6.4 billion yuan, accounting for 33% of total revenue, with a focus on expanding production capacity in Thailand, Vietnam, and Morocco [13][14]. - A new trend in the industry is the shift from simple product exports to comprehensive overseas strategies, including technology, capital, and project investments [43]. Group 2: Positive Developments in the Industry - The article notes that many leading lithium battery companies have overcome previous overcapacity issues and are now experiencing full order books for overseas factories, such as CATL's German factory and EVE Energy's Indonesian project [44]. - The article highlights the supportive policies from Chinese customs to facilitate the export of lithium batteries, which are classified as hazardous goods [45]. - Southeast Asia is identified as a key market for lithium battery companies, with favorable policies and abundant resources, making it an attractive base for expansion [46]. Group 3: Emerging Markets and Strategic Considerations - The article discusses the complexities of entering European and North American markets, where Chinese companies face high barriers but also opportunities due to the lack of established local supply chains [46]. - Emerging markets in Africa, the Middle East, and South America are seen as important areas for energy storage and solar power projects, requiring companies to understand local regulations and policies [47].

| 证券代码：300037 | 证券简称：新宙邦 | 公告编号：2025-069 | | --- | --- | --- | | 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 2025年第二次临时股东大会决议公告 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、本次股东大会不存在增加、变更、否决议案的情况； 2、本次股东大会不涉及变更前次股东大会决议的情况； 通过深圳证券交易所交易系统进行网络投票的具体时间为 2025 年 9 月 11 日 9：15—9：25，9：30—11:30 和 13：00—15：00 通过深圳证券交易所互联网投票系统投票的具体时间为2025年 9月 11日 9： 15 至 15：00 任意时间 3、现场会议召开地点：深圳市坪山区昌业路深圳新宙邦科技大厦 16 层会议 室 4、会议召集人：公司第六届董事会 5、会议主持人：公司董事长覃九三先生、公司副董事长郑仲天先生因工作 安排无法现场参会采取腾讯视频方式参会，公司第六届董事会决定同意推举公司 董事、总裁周达文先生为本次会议主持人 3 ...

北京市中伦（深圳）律师事务所 关于深圳新宙邦科技股份有限公司 2025 年第二次临时股东大会的 法律意见书 二〇二五年九月 北京 • 上海 • 深圳 • 广州 • 武汉 • 成都 • 重庆 • 青岛 • 杭州 • 南京 • 海口 • 东京 • 香港 • 伦敦 • 纽约 • 洛杉矶 • 旧金山 • 阿拉木图 Beijing • Shanghai • Shenzhen • Guangzhou • Wuhan • Chengdu • Chongqing • Qingdao • Hangzhou • Nanjing • Haikou • Tokyo • Hong Kong • London • New York • Los Angeles • San Francisco • Almaty 法律意见书 北京市中伦（深圳）律师事务所 关于深圳新宙邦科技股份有限公司 2025 年第二次临时股东大会的 法律意见书 致：深圳新宙邦科技股份有限公司 根据《中华人民共和国公司法》（下称"《公司法》"）、《上市公司股东大 会规则》（下称"《股东大会规则》"）和《深圳新宙邦科技股份有限公司章程》 （下称"《公司章程》"）的规定，北京市 ...

Group 1 - The chemical sector experienced fluctuations on September 11, with the chemical ETF (516020) showing a slight decline of 0.14% as of the report time [1] - Certain stocks within the chemical sector, such as lithium battery and synthetic resin companies, saw significant gains, with Lianhong Xinke hitting the daily limit and Enjie shares rising nearly 6% [1] - Conversely, stocks in the phosphate fertilizer, petrochemical, and nitrogen fertilizer sectors underperformed, with Hongda shares dropping over 2% [1] Group 2 - The chemical ETF (516020) has attracted substantial investment, with a total inflow of 560 million yuan over the past five trading days and over 1 billion yuan in the last ten trading days [1] - The pesticide industry is experiencing a reduction in inventory, with the total inventory-to-asset ratio for the pesticide sector at 13.94% as of June 30, 2025, down 0.12 percentage points from March 31 [3] - The chemical ETF's underlying index has a price-to-book ratio of 2.26, indicating a relatively low valuation compared to the past decade, suggesting a favorable long-term investment opportunity [3] Group 3 - Future policies are expected to address industry challenges, potentially leading to a recovery in the currently struggling chemical sector [4] - Domestic policies frequently mention supply-side requirements, while international factors such as rising raw material costs and capacity reductions in Europe and the U.S. add uncertainty to chemical supply [5] - The chemical ETF (516020) provides a diversified investment approach, covering various sub-sectors within the chemical industry, with nearly 50% of its holdings in large-cap stocks [5]

Group 1 - The chemical sector experienced a pullback on September 10, with the Chemical ETF (516020) dropping by 1.34% at closing, after a decline of 2.67% during the day [1][2] - Key stocks in the sector, such as Junzheng Group and Jinfat Technology, saw declines exceeding 4%, while Tianqi Materials and Luxi Chemical fell over 3% [1][2] - Despite the pullback, the chemical sector has shown strong performance recently, benefiting from the "anti-involution" trend, with the Chemical ETF index rising by 23.48% since July, outperforming major indices like the Shanghai Composite Index and CSI 300 [3][4] Group 2 - The Producer Price Index (PPI) data released by the National Bureau of Statistics indicated a halt in the decline, with a month-on-month change of 0% and a year-on-year decrease of 2.9%, marking the first narrowing of the decline since March [4] - Analysts suggest that the "anti-involution" policy may reshape the Chinese chemical industry, potentially leading to a significant slowdown in global chemical capacity expansion [5][6] - The valuation of the Chemical ETF remains low, with a price-to-book ratio of 2.3, indicating a favorable long-term investment opportunity [7] Group 3 - Future policies are expected to address industry pain points, which could help the chemical sector recover from its current downturn [8] - The Chinese chemical industry is positioned to fill gaps in the international supply chain due to its competitive advantages in cost and technology [8] - The Chemical ETF (516020) provides a diversified investment opportunity across various segments of the chemical industry, with significant holdings in large-cap stocks [8]

Investment Rating - The report maintains a "Buy" rating for the company [9] Core Insights - The company reported a steady year-on-year growth in performance, with a revenue of 4.25 billion yuan in the first half of 2025, representing an 18.6% increase year-on-year. The net profit attributable to shareholders was 480 million yuan, up 16.4% year-on-year, and the net profit after deducting non-recurring gains and losses was 470 million yuan, reflecting an 8.2% increase year-on-year [2][6] - The organic fluorine chemical segment is expected to drive long-term growth, with a revenue of 720 million yuan in the first half of 2025, showing a 1.4% year-on-year increase and a gross margin of 62.8%. The electronic information chemicals segment achieved a revenue of 680 million yuan, up 25.2% year-on-year, with a gross margin of 47.8% [12][12] - The company has implemented a global and integrated supply chain layout for battery chemicals, with 10 global production bases established by June 2025, enhancing customer stickiness and providing a solid foundation for stable development [12][12] - The company has launched a stock incentive plan for 2025, with performance targets set for net profits of 1.1 billion, 1.4 billion, and 1.8 billion yuan for the years 2025 to 2027 [12][12] - The company is expected to achieve net profits of 1.2 billion, 1.46 billion, and 1.86 billion yuan from 2025 to 2027, indicating a strong growth trajectory [12][12] Financial Summary - In the second quarter of 2025, the company achieved a revenue of 2.25 billion yuan, a year-on-year increase of 8.6% and a quarter-on-quarter increase of 12.2%. The net profit attributable to shareholders was 250 million yuan, up 1.3% year-on-year and 10.5% quarter-on-quarter [2][6] - The gross margin for Q2 2025 was 25.5%, a decrease of 2.9 percentage points year-on-year but an increase of 0.9 percentage points quarter-on-quarter. The net profit margin was 11.7%, down 0.7 percentage points year-on-year but up 0.1 percentage points quarter-on-quarter [12][12] - The company’s total revenue is projected to reach 9.21 billion yuan in 2025, with a gross profit of 2.40 billion yuan, maintaining a gross margin of 26% [17]

证券日报网讯新宙邦9月9日在互动平台回答投资者提问时表示，公司始终秉持开放合作的态度，致力于 与产业链上下游伙伴，及电池材料伙伴协同创新，共建健康、可持续的产业生态。目前，公司已累计布 局相关专利超百项，该项技术在ICT产业链已广泛应用。同时，公司也高度重视知识产权的保护与价值 转化，已就该技术与动力及储能行业头部企业展开合作探讨，推动技术向更广阔的能源应用场景延伸。 未来，公司将继续深化关键材料研发，为新能源汽车、储能电站、消费电子等领域提供更安全、高效、 绿色的解决方案，助力全球能源转型。同时，公司也会持续关注、布局及加固各项新技术和固态电池领 域的有机融合，实现技术产业融合的协同效应。 （文章来源：证券日报） ...

格隆汇9月9日丨新宙邦(300037.SZ)在互动平台表示，公司凭借在氟化液领域强技术积累和充足产能保 障，已与众多全球主流客户建立合作关系并持续交付中，公司氟化液产品现有产能规模完全可以有效支 撑下游客户的合作订单交付。 ...

| 代码 | 名称 | | 涨幅% ↑ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 835237 | 力佳科技 | 1 | -7.27 | 25.36亿 | 72.14 | | 836871 | 派特尔 | 1 | -6.57 | 17.29亿 | 103.71 | | 301326 | 捷邦科技 | 1 | -6.49 | 76.23亿 | 43.91 | | 688638 | 誉辰智能 | 1 | -5.81 | 25.98亿 | 65.68 | | 603051 | 鹿山新材 | 者 | -5.58 | 36.55亿 | 47.44 | | 300035 | 中科电气 | | -5.58 | 152亿 | 50.96 | | 300457 | 赢合科技 | | -5.11 | 182亿 | 47.46 | | 300584 | 海辰药业 | 1 | -4.99 | 88.79亿 | 268.09 | | 688063 | 派能科技 | 第 | -4.94 | 144亿 | 48.14 | | 002882 | 金龙羽 | 策 | - ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：董秘您好！之前您回复"公司已建立全体系固态电解质 材料研发、测试及生产平台，并已实现百吨级稳定生产和产品交付，客户反馈良好。"请问：1、公司生 产和交付百吨级固态电解质是氧化物、硫化物、卤化物、聚合物中哪种占比较高？2、在不影响保密协 议的前提下请向投资者介绍固态电解质产品交付销售给哪些客户？ 新宙邦（300037.SZ）9月9日在投资者互动平台表示，公司在固态电解质领域的研究投入多年，公司的 参股公司深圳新源邦科技有限公司已构建覆盖氧化物、硫化物、聚合物等主流技术路线的研发和生产能 力，目前，氧化物电解质的技术成熟度和产业化进度最为领先，已实现批量生产并销售，相应占比最 高。同时，公司在硫化物和聚合物电解质体系上也进行了相应的技术储备和生产布局，以满足不同客户 和未来技术路线的多元化需求。公司会紧跟市场需求和技术发展趋势，动态调整产品结构。目前，公司 与客户签订的协议中通常包含保密条款，未经客户许可，不便透露具体客户名称及详细的业务细节，敬 请谅解。 ...