9月29日，富临精工（300432）发布公告称，公司与宁德时代拟共同对公司子公司江西升华新材料有限 公司（以下简称"江西升华"）增资扩股。其中，富临精工拟增资10亿元，宁德时代拟增资25.6亿元。 交易完成后，宁德时代持有江西升华的股权比例提升至51%，富临精工持有股权比例为47.4096%。 公开资料显示，江西升华是一家在高压实密度磷酸铁锂正极材料研发、生产、销售具有丰富经验的国家 高新技术企业，是国内磷酸铁锂正极材料草酸亚铁技术路线的开创者，具备独特的技术工艺路线以及行 业领先的技术性能指标。 在此次交易前，富临精工对江西升华的出资比例为79.5719%，宁德时代的出资比例18.7387%。 高压实密度磷酸铁锂备受青睐 富临精工表示，此次公司与宁德时代拟共同对公司子公司江西升华增资扩股，是公司与宁德时代建立全 面战略合作关系在股权与资本合作层面的进一步深入推进，有利于加快推进江西升华在优质磷酸铁锂产 品研发与生产、国际化拓展、供应链升级及储能市场发展等方面进程，提升江西升华的资本实力和综合 竞争力。江西升华经过多年积累和不断迭代，其高压实密度磷酸铁锂产品具备技术性能优势。 因此，交易完成后富临精工合并报表 ...

Group 1 - Yinglian Co., Ltd. expects a net profit of 34.5 million to 37.5 million yuan for the first three quarters of 2025, representing a year-on-year increase of 1531% to 1673% [1] - China CNR Corporation signed major contracts totaling approximately 54.34 billion yuan, accounting for 22% of its expected revenue for 2024 [1] - Shengmei Shanghai reported a total order amount of 9.072 billion yuan, a year-on-year increase of 34.1% [2] Group 2 - Fulian Precision plans to increase capital in its subsidiary Jiangxi Shenghua with a total investment of 35.63 billion yuan, which is expected to constitute a major asset restructuring [3] - Aimeike has obtained a drug registration certificate for Minoxidil topical solution, which is used for treating male pattern baldness [4] - Guolin Technology is planning to acquire 91.07% of Kailianjie’s equity for cash, which is expected to constitute a major asset restructuring [5] Group 3 - Baicheng Co. plans to purchase 55% of Shanghai Canxi Engineering Equipment Co. and will suspend trading of its stock starting September 30, 2025 [6][7] - Diaowei is planning to acquire equity in Rongpai Semiconductor and has suspended trading of its stock [8] - Xiatun New Energy signed a strategic cooperation framework agreement with Zhongwei Co. to establish a long-term partnership in the supply chain for solid-state lithium battery materials [9] Group 4 - Lingyi Zhi Manufacturing is planning to issue H-shares and list on the Hong Kong Stock Exchange to enhance its international strategy [10] - Baicheng Pharmaceutical received clinical trial approval for its innovative drug BIOS-0623-Z4, which targets cancer pain treatment [11] - Weide Information announced a preliminary transfer price of 40.33 yuan per share, representing a 26% discount to its closing price [12] Group 5 - Huayou Cobalt's subsidiary signed contracts with LGES for the supply of 76,000 tons of ternary precursor materials and 88,000 tons of ternary cathode materials from 2026 to 2030 [13] - Hubei Energy signed a cooperation agreement with the Xiangyang Municipal Government to invest 26.7 billion yuan in clean energy projects [14]

Group 1 - The core viewpoint of the article highlights the strong demand in the energy storage and solid-state battery sectors, driven by unexpected increases in lithium iron phosphate (LiFePO4) production, which is expected to boost upstream lithium salt and phosphoric chemical industries [1][10]. - According to Dongwu Securities, the shortage of energy storage cells is expected to persist until the second half of 2026, with low-priced orders seeing a price increase of 1-3 cents per watt-hour, leading to significant improvements in manufacturer profitability [2]. - The production capacity of various companies is projected to increase significantly, with notable expansions planned for companies like Hunan YN and Fulin Precision, indicating a robust growth trajectory in the energy storage market [3]. Group 2 - The A-share market experienced a collective rise, with major indices showing significant gains, particularly in the financial sector, which saw a surge in trading volume and investor confidence [10][29]. - The energy storage sector is rebounding strongly, with leading battery manufacturers reporting full production capacity and some orders extending into early next year, reflecting the ongoing demand [11]. - The satellite communication sector is also gaining traction, with major telecom companies receiving licenses to operate satellite mobile communication services, enhancing communication capabilities in various applications [14].

Core Viewpoint - The company and CATL plan to jointly increase capital in Jiangxi Shenghua New Materials Co., Ltd., with the company investing RMB 1 billion and CATL investing RMB 2.563 billion, resulting in CATL holding a 51% stake and the company holding 47.4096% [1] Group 1 - The transaction is expected to constitute a major asset restructuring, and the company's stock will not be suspended during the planning of this transaction [1] - Jiangxi Shenghua has developed high-pressure, high-density lithium iron phosphate products with technical performance advantages over years of accumulation and iteration [1] - The capital increase is a further deepening of the strategic cooperation relationship between the company and CATL, enhancing Jiangxi Shenghua's capital strength and overall competitiveness [1] Group 2 - The capital increase will accelerate the development of high-quality lithium iron phosphate product research and production, international expansion, supply chain upgrades, and energy storage market development for Jiangxi Shenghua [1]

据悉，江西升华经过多年积累和不断迭代，其高压实密度磷酸铁锂产品具备技术性能优势。公司与宁德 时代拟共同对公司子公司江西升华增资扩股，是公司与宁德时代建立全面战略合作关系在股权与资本合 作层面的进一步深入推进，有利于加快推进江西升华在优质磷酸铁锂产品研发与生产、国际化拓展、供 应链升级及储能市场发展等方面进程，提升江西升华的资本实力和综合竞争力。 富临精工（300432）(300432.SZ)公告，公司、宁德时代（300750）新能源科技股份有限公司("宁德时 代")拟共同对公司子公司江西升华新材料有限公司("江西升华")增资扩股，公司拟增资人民币10亿元， 宁德时代拟增资人民币25.63亿元。本次交易完成后，宁德时代持股比例为51.0000%，公司持股比例为 47.4096%。本次交易预计构成重大资产重组，本次交易筹划事项公司股票不停牌。 ...

本次公司与宁德时代拟共同对公司子公司江西升华增资扩股，是公司与宁德时代建立全面战略合作关系 在股权与资本合作层面的进一步深入推进，有利于加快推进江西升华在优质磷酸铁锂产品研发与生产、 国际化拓展、供应链升级及储能市场发展等方面进程，提升江西升华的资本实力和综合竞争力。江西升 华经过多年积累和不断迭代，其高压实密度磷酸铁锂产品具备技术性能优势。本次共同增资江西升华， 有利于进一步导入战略股东的资源、优化股权结构，增量现金用于江西升华主营业务发展，有利于进一 步提升江西升华盈利能力，进一步提升江西升华竞争优势；若未来经营持续向好，公司未来亦可能享受 更为丰厚的投资回报；有助于公司在新能源产业上下游进一步优化战略合作，持续提升新能源产业的盈 利能力，同时进一步发挥公司综合竞争优势，拓展经营格局，加快集中布局创新成长产业，进一步提升 上市公司盈利能力和整体实力。本次交易完成后，将会导致公司合并报表范围发生变化，江西升华将成 为宁德时代的控股子公司。本次交易不会对公司生产经营、财务状况产生重大不利影响，不存在损害公 司及股东特别是中小股东利益的情形。 格隆汇9月29日丨富临精工(300432.SZ)公布，为进一步提升公 ...

人民财讯9月29日电，富临精工（300432）9月29日公告，公司、宁德时代（300750）拟共同对公司子公 司江西升华增资扩股，公司拟增资10亿元，认购江西升华新增注册资本8.13亿元，宁德时代拟增资25.63 亿元，认购江西升华新增注册资本20.84亿元。本次交易完成后，宁德时代持有江西升华的股权比例为 51%，公司持有江西升华的股权比例为47.4096%。本次交易完成后，将会导致公司合并报表范围发生变 化，江西升华将成为宁德时代的控股子公司。 ...

截至发稿，富临精工市值为317亿元。 每经头条（nbdtoutiao）——农夫大战怡宝，抢到更多蛋糕的却是宗馥莉！农夫绿瓶上市后，怡宝上 演"滑铁卢"：市占率大跌近5个百分点 （记者 胡玲） 每经AI快讯，富临精工（SZ 300432，收盘价：18.52元）9月29日晚间发布公告称，公司第五届第二十 六次董事会会议于2025年9月29日以通讯表决方式召开。会议审议了《关于子公司增资扩股暨筹划重大 资产重组的议案》等文件。 2025年1至6月份，富临精工的营业收入构成为：锂电池正极材料占比66.0%，其他业务占比34.0%。 ...

富临精工公告，公司与宁德时代拟共同对子公司江西升华增资扩股。富临精工拟增资10亿元，认购新增 注册资本8.13亿元，宁德时代拟增资25.63亿元，认购新增注册资本20.84亿元。交易完成后，宁德时代 持股比例为51.0000%，富临精工持股比例为47.4096%。此次交易预计构成重大资产重组，需履行相关 审批程序。 ...

富临精工股份有限公司（以下简称"公司"）第五届监事会第二十二次会议 通知于 2025 年 9 月 25 日以通讯方式向各位监事发出，并于 2025 年 9 月 29 日以 现场方式召开。应出席会议的监事 3 人，实际出席会议的监事 3 人。会议由监事 会主席胡国英女士主持。会议的召集、召开符合《公司法》及《公司章程》规定。 一、审议通过了《关于子公司增资扩股暨筹划重大资产重组的议案》 证券代码：300432 证券简称：富临精工 公告编号：2025-063 富临精工股份有限公司 第五届监事会第二十二次会议决议公告 本公司及监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 监事会 2025 年 9 月 29 日 - 2 - 监事会认为，本次公司与宁德时代新能源科技股份有限公司（以下简称"宁 德时代"）拟共同对公司子公司江西升华新材料有限公司（以下简称"江西升华"） 增资扩股，是为进一步提升公司与宁德时代的战略合作关系，加快推进江西升华 在优质磷酸铁锂产品研发与生产、国际化拓展、供应链升级及储能市场发展等方 面进程，进一步通过双方战略投资提升江西升华的资 ...