Group 1 - High Energy Environment reported a net profit of 646 million yuan for the first three quarters, a year-on-year increase of 15.18% [1] - Tianzhun Technology received approval from the China Securities Regulatory Commission for issuing convertible bonds to unspecified objects [1] - Energy Conservation Wind Power achieved a cumulative power generation of 9.349 billion kWh, a year-on-year increase of 1.72% [1][2] Group 2 - Sichuan Road and Bridge's total amount of projects won in the first three quarters reached 97.173 billion yuan, a year-on-year increase of 25.16% [3] - Shaanxi Energy's power generation in the third quarter decreased by 1% year-on-year, while its coal sales increased by 136.98% [3][4] Group 3 - Jintuo Co. announced that four shareholders plan to reduce their holdings by up to 2.95% of the company's shares [5] - Tailin Microelectronics expects a net profit increase of 118% year-on-year for the first three quarters, with revenue of approximately 766 million yuan [6] - Asia-Pacific Co. anticipates a net profit of 310 million to 335 million yuan for the first three quarters, a year-on-year increase of 97.38% to 113.30% [8] Group 4 - He Sheng New Materials expects a net profit increase of 60% to 80% for the first three quarters, with a projected profit of 137 million to 154 million yuan [9] - Spring Airlines reported a passenger turnover of 4.835 billion person-kilometers in September, a year-on-year increase of 22.87% [10][11] Group 5 - Mingxin Xuteng received a notification from a leading new energy vehicle company for a project worth approximately 650 million yuan [12] - Acolyte's subsidiary received a government subsidy of 47.13 million yuan for fixed asset investment [13] Group 6 - Fangsheng Pharmaceutical's subsidiary received approval for clinical trials of a new drug for treating advanced prostate cancer [14] - Aofu Technology plans to sell idle factory assets for a total price of 23.852 million yuan [16] Group 7 - Ganyue Expressway reported a service income of 313 million yuan in September [18] - Dong'an Power secured five new market agreements in the third quarter, with a total projected sales volume of approximately 1 million units [20] Group 8 - Zhongmin Energy achieved a cumulative power generation of 1.922 billion kWh, a year-on-year increase of 1.25% [21] - Pan-Asia Micro-Pore's application for issuing shares to specific objects has been accepted by the Shanghai Stock Exchange [23] Group 9 - Shenghui Integration reported an order balance of 2.214 billion yuan as of September 30, a year-on-year increase of 21.21% [24] - Jineng Technology's vice president resigned for personal reasons [25] Group 10 - Ruixin Microelectronics expects a net profit increase of 116% to 127% for the first three quarters, with a projected profit of 760 million to 800 million yuan [33] - Shanghai Pharmaceuticals received FDA approval for a new drug application for doxycycline capsules [34] Group 11 - Ruima Precision's subsidiary received a project notification for air suspension systems from a domestic automaker, with a total sales forecast of approximately 265 million yuan [36] - Galaxy Magnetics anticipates some impact on its export business due to the Ministry of Commerce's announcement on export controls for certain rare earth items [37] Group 12 - Ba Tian Co. expects a net profit increase of 230.79% to 260.15% for the first three quarters, with a projected profit of 676 million to 736 million yuan [43] - Donglai Technology plans to reduce its repurchased shares by up to 1% of the total share capital [45] Group 13 - Guangkang Biochemical announced that shareholders plan to reduce their holdings by up to 2.68% of the company's shares [46] - Nanwang Energy reported a net profit increase of 37.13% for the first three quarters, with a total revenue of 5.32 billion yuan [48] Group 14 - Yahua Group expects a net profit increase of 106.97% to 132.84% for the first three quarters, with a projected profit of 320 million to 360 million yuan [49] - Hualitai's annual production project for 20,000 tons of benzidine has been successfully completed and is now in full production [51]

Core Viewpoint - The strategic cooperation agreement between Dingsheng Technology and Shandong Boyuan Pharmaceutical Chemical Co., Ltd. aims to enhance competitiveness in the solid-state battery materials industry through resource integration and technological innovation [1] Group 1: Strategic Cooperation - Dingsheng Technology and Boyuan Pharmaceutical signed a strategic cooperation framework agreement on October 15, 2025 [1] - The collaboration will focus on the sulfide solid electrolyte system, emphasizing diversified cooperation [1] - The partnership aims to accelerate the industrial application and market development of high-performance solid-state electrolytes [1] Group 2: Industry Impact - The agreement is expected to enhance both companies' core competitiveness and market advantages in the global solid-state battery key materials supply chain [1]

Core Viewpoint - The strategic cooperation framework agreement between Ansheng Technology and Shandong Boyuan Pharmaceutical Chemical Co., Ltd. aims to establish a long-term and stable partnership in the field of solid-state lithium battery materials, focusing on technology development, product supply, market promotion, and equity investment [1][2]. Group 1: Strategic Cooperation - Both parties agree to collaborate on research and technology development in solid-state lithium battery materials, leveraging Ansheng's expertise in sulfide electrolyte preparation and Boyuan's advanced lithium iodide processing capabilities [1]. - The collaboration will involve sharing R&D platforms and forming technical teams to enhance the technological level and industrialization capabilities in the field of solid-state battery key materials [1]. Group 2: Supply Chain and Procurement - A stable supply relationship for raw materials used in solid-state lithium sulfide electrolyte products will be established, focusing on creating a safe, efficient, and cost-competitive supply chain [2]. - Ansheng and its controlling companies will prioritize purchasing lithium iodide and lithium sulfide from Boyuan and its controlling companies under equal market conditions [2]. Group 3: Capital Cooperation - The parties will explore potential cooperation in equity investment to achieve deep integration of resources and long-term binding through capital ties [2]. - They agree to lead different aspects of the business to avoid competition, with Ansheng focusing on solid-state lithium battery cathode materials and Boyuan on key raw materials like lithium iodide [2].

Core Viewpoint - The strategic cooperation framework agreement between Changsheng Technology and Shandong Boyuan Pharmaceutical Chemical Co., Ltd. aims to establish a long-term and stable partnership in the field of solid-state lithium battery materials technology development and product supply [1] Group 1: Strategic Cooperation - The agreement was signed on October 15, 2025, and focuses on collaboration in solid-state lithium battery materials technology [1] - Both parties will leverage Changsheng Technology's expertise in sulfide electrolyte preparation and Boyuan's advanced lithium iodide processing capabilities to develop new solid-state electrolyte products with high ionic conductivity and interface stability [1] - The collaboration includes sharing research and development platforms and forming technical teams to enhance technology iteration and customer integration in the sulfide-lithium iodide system [1]

Core Viewpoint - The strategic cooperation framework agreement between the company and Shandong Boyuan Pharmaceutical Chemical Co., Ltd. aims to establish a long-term and stable partnership in the field of solid-state lithium battery materials technology development, product supply, market promotion, and equity investment [1] Group 1: Strategic Cooperation - The agreement was signed on October 15, 2025, and focuses on solid-state lithium battery materials [1] - Both parties will collaborate on research and technology development in the solid-state lithium battery materials sector [1] - The partnership leverages the company's expertise in sulfide electrolyte mass production and customer channels alongside Boyuan's advanced high-purity lithium iodide process and industrialization capabilities [1] Group 2: Technical Development - The collaboration aims to develop new solid-state electrolyte products that feature high ionic conductivity and interface stability [1] - Both parties will share research and development platforms and form technical teams to promote the technological iteration of the sulfide-lithium iodide system [1] - The goal is to enhance both parties' technological levels and industrialization capabilities in the key materials for solid-state batteries [1]

每经AI快讯，当升科技10月15日晚间发布公告称，北京当升材料科技股份有限公司与山东博苑医药化 学股份有限公司于2025年10月15日签署《战略合作框架协议》。为充分发挥各自优势，经友好协商，双 方一致同意在固态锂电材料技术合作开发、产品供应、市场推广、股权投资等领域建立长期、全面、稳 定的战略合作关系。 每经头条（nbdtoutiao）——出租白银的爆赚机会：年化利率飙升到35%，全球白银正空运往英国套 利，背后是一场史诗级逼空 （记者 曾健辉） ...

【当升科技：与博苑股份签署战略合作框架协议 拟在固态锂电材料技术合作开发】智通财经10月15日 电，当升科技(300073.SZ)公告称，当升科技与博苑股份于2025年10月15日签署《战略合作框架协 议》，双方拟在固态锂电材料技术合作开发、产品供应、市场推广、股权投资等领域建立长期、全面、 稳定的战略合作关系。本协议为框架性协议，具体合作事项需另行签订相关正式合作协议。双方将通过 资源整合、产业协同、技术创新、资本融合等举措，重点围绕硫化物固态电解质体系开展多元化合作， 共同加速推动高性能固态电解质的产业化应用与市场开拓，全面提升双方在全球固态电池关键材料产业 链中的核心竞争力与市场先发优势。 转自：智通财经 ...

Core Viewpoint - The company has signed a strategic cooperation framework agreement with Shandong Boyuan Pharmaceutical Chemical Co., Ltd. to enhance its capabilities in solid-state lithium battery materials [1] Group 1: Strategic Cooperation - The agreement was signed on October 15, 2025, establishing a long-term, comprehensive, and stable strategic partnership [1] - The collaboration will focus on technology development, product supply, market promotion, and equity investment in solid-state lithium battery materials [1] Group 2: Competitive Advantage - This partnership is expected to improve the performance and industrialization capabilities of the company's solid-state lithium battery-related materials [1] - The cooperation aims to accelerate the construction of a safe, efficient, and cost-competitive supply chain system, enhancing the company's overall competitive advantage [1]

北京当升材料科技股份有限公司 关于与博苑股份签署战略合作框架协议的公告 证券代码：300073 证券简称：当升科技 公告编号：2025-070 北京当升材料科技股份有限公司 关于与博苑股份签署战略合作框架协议的公告 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、本协议属于双方合作意愿和基本原则的框架性、意向性、初步的约定， 尚存在不确定性。本协议所涉及的具体合作事项需另行签订相关正式合作协议， 敬请广大投资者注意投资风险。 2、本协议的签署对公司本年度及未来各会计年度财务状况的具体影响存在 不确定性。 3、公司最近三年签署的框架协议不存在无进展的情况。 本协议的签署无需提交董事会或股东会审议。后续双方若有正式合作协议签 署，公司届时将根据相关事项后续进展情况履行相应程序和信息披露义务。 1 北京当升材料科技股份有限公司 关于与博苑股份签署战略合作框架协议的公告 本协议的签署不构成关联交易，也不构成《上市公司重大资产重组管理办法》 规定的重大资产重组。 二、合作对方介绍 公司名称：山东博苑医药化学股份有限公司 统一社会信用代码：91370783 ...

Investment Rating - The report maintains an "Overweight" rating for the lithium battery industry, expecting the industry index to outperform the market index by over 10% in the next six months [5]. Core Insights - In September 2025, the production and sales of new energy vehicles (NEVs) reached historical highs, with production and sales of 1.617 million and 1.604 million units respectively, representing year-on-year growth of 23.7% and 24.6%, and month-on-month growth of 16.25% and 14.98% [4]. - The penetration rate of NEVs in September was 49.7%, up 0.9 percentage points month-on-month, while the year-to-date penetration rate was 46.1% [4]. - Battery sales also saw significant growth, with total battery production reaching 151.2 GWh in September, a month-on-month increase of 8.3% and a year-on-year increase of 35.4% [4]. - The report highlights strong demand for energy storage in both domestic and international markets, with leading battery companies operating at full capacity [4]. Summary by Sections New Energy Vehicle Market - In September 2025, NEV sales reached 1.604 million units, with pure electric vehicle sales at 1.058 million units, showing a year-on-year increase of 36.4% [4]. - Year-to-date NEV sales totaled 11.224 million units, with pure electric vehicles accounting for 7.22 million units, reflecting a year-on-year growth of 44.7% [4]. Battery Production and Sales - In September, the total battery sales were 146.5 GWh, with power batteries accounting for 110.5 GWh, representing 75.5% of total sales [4]. - The report notes that the export of batteries in September was 26.7 GWh, with power batteries making up 17.6 GWh of that total [4]. Investment Recommendations - The report suggests focusing on leading companies in the lithium battery supply chain, particularly those with technological and production advantages in solid-state electrolytes and new materials [4]. - Key companies to watch include CATL, EVE Energy, and others that are actively developing solid-state battery technologies [4].