金融界消息 截至2025年8月13日收盘，天华新能（300390）报收于20.93元，上涨0.14%，换手率 2.77%，成交量18.65万手，成交金额3.91亿元。 资金流向方面，今日主力资金净流出3642.12万元，占比成交额9.32%。其中，超大单净流出819.17万 元、占成交额2.1%，大单净流出2822.95万元、占成交额7.22%，中单净流出流入978.58万元、占成交额 2.5%，小单净流入2663.53万元、占成交额6.81%。 天华新能最新一期业绩显示，截至2025一季报，公司营业总收入16.88亿元、同比减少3.80%，归属净利 润325.88万元，同比减少99.35%，扣非净利润2737.27万元，同比减少110.56%，流动比率1.835、速动比 率1.285、资产负债率23.00%。 天眼查商业履历信息显示，苏州天华新能源科技股份有限公司，成立于1997年，位于苏州市，是一家以 从事计算机、通信和其他电子设备制造业为主的企业。企业注册资本83075.0788万人民币，实缴资本 4000万人民币。公司法定代表人为陆建平。 通过天眼查大数据分析，苏州天华新能源科技股份有限公司共对外投资 ...

天华新能（300390.SZ）8月13日在投资者互动平台表示，Zulu锂钽矿项目是Premier African Minerals Limited公司旗下矿权资产，目前公司持有Premier股份比例为13.38%。 （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：天华新能认购津巴布韦Zulu锂钽矿项目运营方Premier African Minerals13.38%的股权，成为其第一大股东，并获得未来Premier锂精矿产品50%的包销权。Zulu 项目是非洲最大的未开发硬岩锂矿之一，规划年产能8.4万吨锂精矿。目前天华新能获得Zulu锂矿股权 是多少？持有多少百分比Premier普通股？ ...

Group 1 - Daoshi Technology reported a net profit of 230 million yuan for the first half of 2025, a year-on-year increase of 108.16%, despite a revenue decline of 11.64% to 3.654 billion yuan [1] - The company plans not to distribute cash dividends, issue bonus shares, or increase share capital from reserves, indicating a preference for reinvestment or debt repayment [1] Group 2 - Ganfeng Lithium announced a collaboration with LAR to integrate the PPG lithium salt lake project in Argentina, combining their respective holdings into the PPGS lithium salt lake project under Millennial [2] - Post-integration, Ganfeng International will hold 67% and LAR 33% of Millennial, with plans to develop a production line capable of producing 150,000 tons of lithium carbonate equivalent (LCE) annually using advanced direct lithium extraction technology [2] Group 3 - Tianhua New Energy has completed the development of lithium-rich manganese-based cathode materials, which have been sent to multiple solid-state battery customers for evaluation [3] - The materials demonstrated high specific capacity and stability, with some customers already achieving sales after passing evaluations, indicating potential growth opportunities for the company in the solid-state battery sector [3]

Robotics - Upbeat Electronics currently has no product layout in the robotics field [1] - New Times plans to launch an embodied intelligent welding solution in September this year [1] - Zhongke Magnetic Industry has established cooperation with ultra-lightweight humanoid robotic arm industry clients [1] - Zhiwei Intelligent has launched a robot brain control product line based on Nvidia Jetson and other chip platforms [1] - Daili New Materials has verified its robotic tendon samples with several domestic related manufacturers [1] - Tongda Hai is actively promoting native development and compatibility adaptation work based on the CANN ecosystem [1] AI and Large Models - Guoguang Electric values the research and development of new AI headphone products but has not yet achieved mass production [1] - Juxin Technology continues to build a low-power AI computing power platform, gradually expanding to more application scenarios beyond audio [1] - Heertai's tactile human body screen technology has been applied in the company's smart body-sensing clothing project [1] Solid-State Batteries - Del's shares have established a sample trial production line for solid-state batteries in Shanghai [1] - Tianhua New Energy has completed the research and development of lithium-rich manganese-based positive materials and sent samples for evaluation to multiple solid-state battery customers [1] Other Developments - Cambrian has denied rumors regarding large orders for carrier boards from a certain manufacturer [1] - Jiaxun Feihong has not collaborated with Huawei in the eSIM card communication module field [1] - Weifeng Electronics currently has products applied in the server power control field [1] - Saiteng Co., Ltd. has already delivered HBM equipment in batches [1] - Lens Technology is currently cooperating with customers to develop the next generation of cover glass [1] - Metro Design has developed a smart planning platform for urban rail transit based on multi-source data, which has been promoted in multiple cities [1] - Chongde Technology's dynamic pressure oil film sliding bearing products are mainly used in energy generation, industrial drive, petrochemical, and shipping fields [1] - Leyard provides display solutions for the "Panda Eye" training base [1] - Pengling Co., Ltd. has received mass production orders for its thermal management project from SAIC Passenger Vehicle [1]

Core Viewpoint - Tianhua New Energy (300390) has successfully developed lithium-rich manganese-based cathode materials, which have been sent for evaluation to multiple solid-state battery customers, demonstrating high specific capacity and good stability [1] Company Summary - The company has completed the research and development of lithium-rich manganese-based cathode materials [1] - These materials have been sent to several solid-state battery customers for testing [1] - Some customers have already achieved sales after passing the evaluation [1]

天华新能（300390.SZ）8月12日在投资者互动平台表示，公司研发的富锂锰基等正极材料已经完成研发 试样并送多家固态电池客户评测，在客户体系中能够发挥出较高的比容量和较好的稳定性。其中，部分 客户已通过评测实现销售。 （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：公司的固态电池和半固态电池相关产品有对外出货 吗？ ...

格隆汇8月12日丨天华新能(300390.SZ)于投资者互动平台表示，公司研发的富锂锰基等正极材料已经完 成研发试样并送多家固态电池客户评测，在客户体系中能够发挥出较高的比容量和较好的稳定性。其 中，部分客户已通过评测实现销售。 ...

Core Viewpoint - The recent bidding wars for lithium mining rights in Sichuan Province have resulted in record-high prices, indicating a strong demand for lithium resources despite a declining trend in lithium carbonate prices [1][2][5]. Group 1: Bidding Wars and Prices - The bidding for the lithium exploration rights at the Jiada Lithium Mine in Maerkang, Sichuan, concluded with a highest bid of 4.206 billion yuan, representing an increase of over 1317 times from the starting price of 3.19 million yuan [1]. - The bidding for the Lijiagou North Lithium Mine in Jinchuan ended with a highest bid of 1.01 billion yuan, up from a starting price of 570,000 yuan, marking an increase of over 1771 times [1][2]. - The competitive nature of these bids is attributed to the simultaneous auctioning of two lithium mines, both fetching ten-digit prices [2]. Group 2: Company Involvement - Sichuan Energy Investment Holding Co., Ltd. won the bidding for the Lijiagou North Lithium Mine, indicating its strategy to further invest in lithium resources [3]. - Sichuan Energy Investment is a large state-owned capital investment company with assets exceeding 260 billion yuan and annual revenue nearing 100 billion yuan [3]. - The company’s subsidiary, Sichuan Dexin Mining Resources Co., Ltd., is already involved in lithium mining operations in the region, further solidifying its position in the lithium market [3]. Group 3: Market Dynamics - Despite the intense bidding for lithium resources, lithium carbonate prices have been on a downward trend, with the average price dropping from 314,000 yuan per ton in June to 244,000 yuan per ton by August 11 [5][6]. - The decline in lithium carbonate prices is attributed to various factors, including an oversupply in the battery industry and a decrease in demand due to the price drop of electric vehicles [7]. - Analysts suggest that the current "mining frenzy" and the falling prices of lithium carbonate are independent phenomena, with the lithium resource sector facing pressures from market restructuring and environmental compliance [5][7].

通过天眼查大数据分析，苏州天华新能源科技股份有限公司共对外投资了21家企业，参与招投标项目37 次，知识产权方面有商标信息32条，专利信息163条，此外企业还拥有行政许可16个。 来源：金融界 天华新能最新一期业绩显示，截至2025一季报，公司营业总收入16.88亿元、同比减少3.80%，归属净利 润325.88万元，同比减少99.35%，扣非净利润2737.27万元，同比减少110.56%，流动比率1.835、速动比 率1.285、资产负债率23.00%。 天眼查商业履历信息显示，苏州天华新能源科技股份有限公司，成立于1997年，位于苏州市，是一家以 从事计算机、通信和其他电子设备制造业为主的企业。企业注册资本83075.0788万人民币，实缴资本 4000万人民币。公司法定代表人为陆建平。 金融界消息 截至2025年8月11日收盘，天华新能（300390）报收于21.41元，上涨4.03%，换手率5.6%， 成交量37.62万手，成交金额8.07亿元。 资金流向方面，今日主力资金净流出1397.49万元，占比成交额1.73%。其中，超大单净流出535.62万 元、占成交额0.66%，大单净流出861.87 ...

Core Viewpoint - The lithium mining sector is experiencing a significant surge in stock prices, driven by supply constraints and rising lithium carbonate futures prices, which have increased over 36% since late June [1][2][5]. Industry Analysis - **Lithium Mining Sector**: Regulatory tightening is impacting some lithium mining companies, leading to increased expectations of supply contraction. Meanwhile, stabilizing overseas lithium prices are boosting industry confidence, benefiting listed companies from price increases due to supply reductions [5]. - **Lithium Battery Manufacturing Sector**: The continuous growth in new energy vehicle sales is driving demand for power batteries, with installed capacity increasing by 47.3% year-on-year in the first half of the year. The maturation of solid-state battery technologies presents new development opportunities for the industry [5]. - **Lithium Equipment Sector**: The traditional lithium battery industry is gradually recovering, and capacity expansion is underway. The changing requirements for equipment due to solid-state batteries are expected to create new growth opportunities for lithium equipment companies [5]. Key Companies - **Tianqi Lithium**: A leading global lithium producer, expected to turn a profit in the first half of 2025 with a net profit of 0-1.55 billion yuan, benefiting from shortened lithium pricing cycles and optimized inventory costs [6]. - **Ganfeng Lithium**: A leading lithium product company with deep involvement in solid-state battery technology, having completed relevant R&D and industrialization layouts [7]. - **CATL (Contemporary Amperex Technology Co., Limited)**: A leader in power batteries, actively developing solid-state battery technology, with energy density breakthroughs expected to exceed 500Wh/kg and small-scale production of solid-state batteries anticipated by 2027 [7]. - **Cangge Mining**: A salt lake lithium extraction company, expecting a net profit of 1.75-1.90 billion yuan in the first half of the year, representing a year-on-year growth of 34.93%-46.49% [8].