证券代码：300432 证券简称：富临精工 富临精工股份有限公司 FULIN PRECISION CO., LTD. （四川省绵阳市高端制造产业园凤凰中路 37 号） 向特定对象发行股票预案 二〇二六年一月 3、本次向特定对象发行股票完成后，公司经营与收益的变化由公司自行负 责；因本次向特定对象发行股票引致的投资风险，由投资者自行负责。 4、本预案所述事项并不代表审批机关对于本次向特定对象发行股票相关事 项的实质性判断、确认或批准，本预案所述本次向特定对象发行股票相关事项的 生效和完成尚待公司股东会审议通过并取得有关审批机关的批准及注册。 5、投资者如有任何疑问，应咨询自己的股票经纪人、律师、专业会计师或 其他专业顾问。 2 富临精工股份有限公司 向特定对象发行股票预案 富临精工股份有限公司 向特定对象发行股票预案 公司声明 1、公司及董事会全体成员保证本预案内容不存在虚假记载、误导性陈述或 重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 2、本预案按照《公司法》《证券法》《注册管理办法》等法律法规、部门规 章及规范性文件的要求编制。 特别提示 本部分所述的词语或简称与本预案"释义"中所定义 ...

证券代码：300432 证券简称：富临精工 公告编号：2026-008 富临精工股份有限公司关于向特定对象发行股票摊薄即期 回报及采取填补措施和相关主体承诺的公告 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。 富临精工股份有限公司（以下简称"公司"）于 2026 年 1 月 13 日召开第五 届董事会第三十次会议，审议通过了公司向特定对象发行股票（以下简称"本次 发行"）的相关议案。根据《国务院办公厅关于进一步加强资本市场中小投资者 合法权益保护工作的意见》（国办发[2013]110 号）、《国务院关于进一步促进资本 市场健康发展的若干意见》（国发[2014]17 号）以及证监会《关于首发及再融资、 重大资产重组摊薄即期回报有关事项的指导意见》（证监会公告[2015]31 号）等 文件的有关规定，为保障中小投资者利益，公司就本次向特定对象发行股票对普 通股股东权益和即期回报可能造成的影响进行了分析，并结合公司实际情况提出 了填补回报的相关措施，相关主体对公司填补回报措施能够得到切实履行作出了 承诺。具体说明如下： 一、本次向特定对象发行对公司每股收益的影响测 ...

股票代码：300432 股票简称：富临精工 富临精工股份有限公司 FULIN PRECISION CO., LTD. （四川省绵阳市高端制造产业园凤凰中路 37 号） 向特定对象发行股票方案的 论证分析报告 二〇二六年一月 1 富临精工股份有限公司（以下简称"富临精工"或"公司"）是深圳证券交 易所（以下简称"深交所"）创业板上市的公司。为满足公司业务发展的资金需 求，增强公司资本实力和盈利能力，根据《中华人民共和国公司法》（以下简称 "《公司法》"）、《中华人民共和国证券法》（以下简称"《证券法》"）和 《上市公司证券发行注册管理办法》（以下简称"《注册管理办法》"）等有关 法律法规和规范性文件的规定，拟向特定对象发行股票，募集资金总额为 317,549.11 万元，在扣除发行费用后将用于年产 50 万吨高端储能用磷酸铁锂项 目、新能源汽车电驱动系统关键零部件项目、机器人集成电关节项目、智能底盘 线控系统关键零部件项目及低空飞行器动力系统关键零部件项目。 本报告中如无特别说明，相关用语具有与《富临精工股份有限公司向特定对 象发行股票预案》中的释义相同的含义。 一、本次发行的背景和目的 （一）本次发行的背景 ...

认购的投资者提供财务资助或补偿事宜的公告 | 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。 | | 富临精工股份有限公司（以下简称"公司"）于2026年1月13日召开了第五 | 届董事会第三十次会议，审议通过了公司向特定对象发行股票（以下简称"本次 发行"）相关议案。 证券代码：300432 证券简称：富临精工 公告编号：2026-009 富临精工股份有限公司 关于本次向特定对象发行股票不存在直接或通过利益相关方向参与 根据相关要求，现就本次发行过程中公司不存在直接或通过利益相关方向参 与认购的投资者提供财务资助或补偿事宜承诺如下： 公司不存在向参与认购的投资者作出保底保收益或变相保底保收益的承诺 的情形，也不存在直接或通过利益相关方向参与认购的投资者提供财务资助或补 偿的情形。 特此公告。 富临精工股份有限公司 董事会 2026 年 1 月 13 日 ...

富临精工股份有限公司 截至 2025 年9月 30 日止 前次募集资金使用情况报告 及鉴证报告 您可使用手机"扫一扫"或进入"注册会计师行业练一些管卖互电具有执业许可的会计师事务所出具 = (ht 报告编码:沪26RD6RVL8F AMP ټﯾﻨﻪ | | 目 录 | | | --- | --- | --- | | | | 页 次 | | - | 前次募集资金使用情况报告的鉴证报告 | 1-2 | | ﺍ ۱ ﻤﺴ | 前次募集资金使用情况报告 | 1-4 | 立信会计师事务所(特殊普通合伙) BDO CHINA SHU LUN PAN CERTIFIED PUBLIC ACCOUNTANTS LLP 关于富临精工股份有限公司 截至2025年9月30日止 前次募集资金使用情况报告的鉴证报告 信会师报字[2026]第ZA10020号 富临精工股份有限公司全体股东: 我们接受委托,对后附的富临精工股份有限公司(以下简称"富 临精工"或"公司")截至2025年9月30日止前次募集资金使用情况报 告(以下简称"前次募集资金使用情况报告")执行了合理保证的鉴 证业务。 一、管理层的责任 富临精工管理层的责任是按照中国证 ...

Group 1 - The core viewpoint of the report is that global lithium battery demand is expected to grow at a rate of 26% year-on-year by 2026, driven by both power storage and electric vehicle sectors [1][4] - In the electric vehicle sector, the registration of global electric vehicles reached 17.1 million units from January to October 2025, representing a year-on-year increase of 25.5%, primarily due to the resumption of subsidies in Europe and vehicle replacement policies in China [1][4] - The global energy storage battery shipments reached 428 GWh from January to September 2025, showing a significant year-on-year increase of 90.7%, supported by the scaling of independent storage projects in China and market demand in the U.S. [1][4] Group 2 - The lithium battery materials supply side is undergoing optimization due to previous overcapacity leading to low-price competition, resulting in many companies facing continuous losses and high debt levels [2][3] - Companies are focusing on improving existing production efficiency and cost optimization rather than blind expansion, leading to a significant weakening of expansion capabilities and intentions among lithium battery material companies [2][3] - The tightening of environmental policies and energy consumption controls is raising industry entry barriers, causing smaller companies to exit the market, thus enhancing the rigidity of supply constraints [2][3] Group 3 - Technological upgrades are driving supply-side optimization, with advancements in high-pressure lithium iron phosphate and high-strength separators, which require higher production precision and R&D investment [3][4] - Leading companies are leveraging continuous R&D investment to scale up high-end product capacity, while smaller firms struggle to upgrade their products and processes, leading to market elimination [3][4] - The supply structure is evolving towards a "few but excellent" model, with resources concentrating on leading enterprises, which is expected to restore market share and profitability for these companies [3][4] Group 4 - The report indicates a strong certainty of profit recovery in lithium battery materials, driven by supply-side constraints, high demand growth, and industry restructuring [4] - The consensus among companies to scientifically release capacity has led to a continued limitation of supply over the next 1-2 years, while demand is experiencing rapid growth from both power storage and electric vehicle sectors [4] - Core material prices, such as lithium hexafluorophosphate, have started to rebound, and the overall capacity utilization rate in the industry is expected to continue its upward trend in 2026 [4] Group 5 - Investment recommendations suggest prioritizing attention on lithium hexafluorophosphate and lithium iron phosphate sectors, with specific companies like Tianqi Materials and Hunan Youneng being highlighted [5] - Other companies to watch include Duofu Technology, Fulian Precision, Longpan Technology, Defang Nano, Tianji Co., Shida Shenghua, and Wanrun New Energy, particularly in the context of price recovery [5] - For long-cycle, heavy-asset sectors like copper foil and separators, companies such as Enjie, Xingyuan Materials, Fusheng Technology, Defu Technology, Jiayuan Technology, and Nord are recommended for attention [5]

证券日报网讯1月12日，富临精工（300432）在互动平台回答投资者提问时表示，公司的网站可以正常 访问。 ...

Investment Rating - The industry rating is "Overweight" [6] Core Viewpoints - The adjustment of the battery export tax rebate is expected to boost exports in 2026 and optimize the industry structure, benefiting companies with overseas production capacity [1][2] - The reduction in export tax rates aims to curb low-price competition in the export market and promote the exit of outdated production capacity [2][3] - The battery export tax rebate will lead to two rounds of export rush before the end of 2026, tightening supply and demand across the lithium battery supply chain [3][4] Summary by Sections Export Tax Rebate Adjustment - The export tax rebate for battery products will be reduced from 9% to 6% starting April 1, 2026, and will be eliminated entirely from January 1, 2027 [1] - This policy is expected to drive a surge in battery exports in 2026, intensifying supply-demand tensions in lithium mining and lithium hexafluorophosphate [1][2] Supply Chain Impact - The reduction in export tax is anticipated to tighten the supply-demand balance in the lithium battery industry, with major lithium material utilization rates projected at 92% for lithium hexafluorophosphate and 81% for copper foil in 2026 [3] - The ongoing demand for energy storage and the increasing sales of new energy vehicles in Europe are expected to further support this tightening [3] Recommendations - Companies with established overseas production capacity, such as CATL and Yiwei Lithium Energy, are recommended for investment [1][4] - Other companies in the supply chain, including Tianqi Lithium, New Chemical Materials, and Shangtai Technology, are also highlighted as potential beneficiaries of the tightening supply-demand dynamics [4]

Core Viewpoint - The company Fulin Precision announced a significant investment of 6 billion yuan for a new lithium iron phosphate project, aiming to meet the growing demand in the energy storage market, while the industry faces a collective production cut from leading firms [1][2]. Group 1: Company Expansion Plans - Fulin Precision's subsidiary, Jiangxi Shenghua, is set to construct a 500,000-ton high-end lithium iron phosphate project with a total investment of 6 billion yuan, divided into two phases of 250,000 tons each, expected to be completed within 12 months [2]. - The company has previously announced another project in Deyang-Aba with an annual capacity of 350,000 tons of high-pressure dense lithium iron phosphate [1]. Group 2: Industry Context - Major players in the lithium iron phosphate sector, including Wanrun New Energy and Hunan Youneng, are implementing maintenance plans that could reduce production by up to 50% by early 2026, despite holding a significant market share [1]. - The average market price for lithium iron phosphate is reported at 14,704.8 yuan per ton, while production costs range from 16,798.2 yuan to 17,216.3 yuan per ton, indicating a price-cost mismatch [3]. Group 3: Financial Performance - For the first three quarters of 2025, Fulin Precision reported total revenue of 9.085 billion yuan, a year-on-year increase of 54.43%, but net profit attributable to shareholders was only 325 million yuan, with a modest growth of 4.63% [2]. - The company's net profit in the third quarter saw a decline of 15.83%, and its gross margin decreased from 12.91% to 11.23% compared to the previous year [2]. Group 4: Financing Challenges - Fulin Precision's financing channels appear constrained, with a planned convertible bond issuance of 1.25 billion yuan still pending approval after more than a year [3]. - The company plans to fund the 6 billion yuan lithium iron phosphate project through self-owned and self-raised funds, which may increase its financial leverage given its current debt ratio of 63.65% [3]. Group 5: Strategic Partnerships - Fulin Precision has a deep partnership with CATL, extending their supply agreement until 2029, with a commitment to supply at least 80% of the promised capacity [5]. - While this partnership provides stable orders, it also poses risks related to high customer concentration and potential delays in price adjustments [5].

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