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锂电产业链周记 | 福特20亿美元进军储能市场 宁德时代宜春锂矿进入首次环评信息公示阶段
Xin Lang Cai Jing· 2025-12-19 14:13
Group 1: Ford Motor Company - Ford plans to restructure its electric vehicle business and has recorded an impairment charge of $19.5 billion (approximately 137.6 billion RMB) [1] - The company is shifting its strategic focus towards commercial vehicle investments and high-growth battery storage business, with an investment of approximately $2 billion over the next two years [1] - Ford aims to deliver battery storage systems by 2027, targeting an annual production capacity of 20 GWh [1] Group 2: CATL and Lantu Automotive - CATL and Lantu Automotive signed a 10-year deepening cooperation agreement, focusing on battery technology and supply chain collaboration [2] - CATL will prioritize providing advanced battery technologies for Lantu's vehicle models, including the application of its Kirin, Xiaoyao, and Shenxing brands [2] - The partnership will also enhance supply chain agility and security, addressing external volatility risks [2] Group 3: Volkswagen - Volkswagen's subsidiary PowerCo has officially started battery cell production in Germany, marking a full-process layout from design to production in Europe [4] - The project in Salzgitter has seen investments exceeding €1 billion since its inception in July 2022 [4] - Volkswagen plans to replicate this model in Valencia, Spain, and St. Thomas, Canada [4] Group 4: LG Energy Solution - LG Energy Solution announced the cancellation of a battery procurement contract with Ford valued at 9.6 trillion KRW (approximately 45.9 billion RMB) [5] - The canceled order represents about 30% of LG Energy's total revenue from the previous year, with a projected revenue decline of 24.1% in 2024 [5] - LG Energy stated that the canceled orders were scheduled for supply starting in 2027, and they will maintain a cooperative relationship with Ford [5] Group 5: Other Companies - Wast Power signed an agreement to establish a sodium-ion battery materials and module production base in Jiangning, with a total investment of approximately 500 million RMB [6][7] - Zhongke Electric plans to invest approximately 7 billion RMB to build a lithium-ion battery anode material project in Luzhou, Sichuan, with a production capacity of 300,000 tons per year [8] - Tianqi Lithium announced the completion and trial operation of its third-phase chemical-grade lithium concentrate expansion project, increasing total capacity to 2.14 million tons per year [13]
领湃科技:关于全资孙公司签订日常经营销售合同的公告
Zheng Quan Ri Bao Zhi Sheng· 2025-12-18 07:44
Group 1 - The core announcement is that Lingpai Technology's wholly-owned subsidiary, Hunan Lingpai Construction Engineering Co., Ltd., plans to sign two EPC contracts for independent energy storage projects with Hunan Hongxiang Green Energy Technology Co., Ltd. [1] - The total contract amounts for the two projects are 3.9312 million yuan for the 700kW/1764kWh energy storage station and 1.8840 million yuan for the 600kW/1512kWh energy storage station [1]
领湃科技:关于公司获得债务和租金豁免的公告
Zheng Quan Ri Bao· 2025-12-18 07:14
Core Viewpoint - Lingpai Technology announced that its controlling shareholder, Hengpa Power, will waive a loan principal of 61 million yuan, and Hongxin Construction agreed to waive rental fees for the company and its subsidiaries from January 1, 2025, to December 31, 2027, with a 50% reduction in rent from January 1, 2028, to December 31, 2029 [2] Summary by Category - Financial Support - Hengpa Power will waive a loan principal of 61 million yuan for Lingpai Technology [2] - Rental Agreement - Hongxin Construction will not charge rent for the company and its subsidiaries from January 1, 2025, to December 31, 2027 [2] - From January 1, 2028, to December 31, 2029, rent will be reduced by 50% [2]
领湃科技:全资子公司拟续签房屋租赁协议,总金额291.36万元
Zheng Quan Ri Bao Wang· 2025-12-18 07:12
证券日报网讯12月17日晚间,领湃科技(300530)发布公告称,公司全资子公司达志化学拟与达志新材 料续签《物业租赁合同》和《租赁合同》,两份合同金额分别为171.36万元和120万元,总金额共计 291.36万元,租赁期限自2026年1月1日至2026年12月31日。 ...
领湃科技:第六届董事会第七次会议决议公告
Zheng Quan Ri Bao· 2025-12-17 14:11
证券日报网讯 12月17日晚间,领湃科技发布公告称,公司第六届董事会第七次会议审议通过《关于公 司获得债务和租金豁免暨关联交易的议案》《关于全资子公司续签房屋租赁协议暨关联交易的议案》等 多项议案。 (文章来源:证券日报) ...
12月17日晚间重要公告一览
Xi Niu Cai Jing· 2025-12-17 10:21
Group 1 - CICC is planning to absorb and merge Dongxing Securities and Xinda Securities through a share swap, with trading resuming on December 18, 2025 [1] - Victory Energy's major shareholder plans to transfer 29.99% of its shares to Qiteng Robotics, with no plans for asset restructuring in the next 12 months [2] - China Metallurgical Group intends to repurchase A-shares worth 1 to 2 billion yuan at a price not exceeding 4.9 yuan per share [3] Group 2 - Boten Co. plans to acquire part of the Yifeng Yunding Fund for 1 yuan, with a commitment to fulfill a 20 million yuan capital contribution [4] - Tongyou Technology has initiated a 50 million yuan accounts receivable factoring business [5] - Gaode Infrared has received approval to issue debt financing tools totaling up to 3 billion yuan [6] Group 3 - Zhengyu Industrial's application for a private placement of A-shares has been approved by the Shanghai Stock Exchange [7] - China CRRC signed contracts totaling approximately 53.31 billion yuan, accounting for 21.6% of its projected 2024 revenue [9] - High Energy Environment's director increased his stake by purchasing 56,100 shares [10] Group 4 - Shantou Technology received approval from the CSRC for a convertible bond issuance [11] - Puyang Co. plans to use up to 900 million yuan of idle funds for entrusted wealth management [12] - Huibai New Materials has been awarded a government subsidy of 3.8 million yuan, with the first installment of 2.12 million yuan already received [13] Group 5 - Jiayuan Technology's shareholders plan to transfer 2.51% of the company's shares through a pricing inquiry [14] - Lingpai Technology's subsidiary terminated a 125 million yuan procurement contract due to market changes [15] - Juguang Technology intends to use up to 200 million yuan of idle funds for cash management [16] Group 6 - Zhongwen Media's subsidiary terminated a 200 million yuan private equity fund subscription due to market changes [17] - Zhifei Biological's modified vaccine for monkeypox has received clinical trial acceptance [19] - GeKowei's subsidiary received a government subsidy of 60 million yuan, accounting for 32.12% of the company's audited net profit [20] Group 7 - Wantai Biological's application for a clinical trial of a respiratory syncytial virus vaccine has been accepted [21] - Haitai Technology plans to increase capital in its Thai joint venture from 500,000 to 3 million Thai baht [22] - Shanghai Airport signed contracts for the transfer of duty-free store operating rights [23] Group 8 - Del Shares received approval to issue shares for the acquisition of 100% of Aizhuo Intelligent [24] - Novozymes' products have obtained EU CE IVDR certification [25] - Shibai Testing's chairman's assistant plans to increase shareholding by 8 to 12 million yuan [26] Group 9 - Huitian New Materials plans to invest approximately 97.68 million yuan in a lithium battery anode glue project [27] - Pudong Construction's subsidiaries won contracts totaling 1.649 billion yuan [29] - Acolyte's subsidiary has entered trial production for a special high-temperature resistant resin project [30] Group 10 - Pingzhi Information's subsidiary signed a 38.25 million yuan computing power service contract [31] - Tianma Technology is required to pay 5.3625 million yuan in taxes and penalties [32] - Yahon Pharmaceutical's clinical trial application for GLX002 has been approved [34]
领湃科技(300530.SZ):全资孙公司与弘湘绿能签订日常经营销售合同
Ge Long Hui A P P· 2025-12-17 09:00
格隆汇12月17日丨领湃科技(300530.SZ)公布,公司全资孙公司湖南领湃建设工程有限公司(简称"领湃 建设")拟与湖南弘湘绿色能源科技有限责任公司(简称"弘湘绿能")签署《衡阳视界科技发展有限公 司700kW/1764kWh独立储能电站项目工程建设总承包EPC合同》《衡阳建湘商业街600kW/1512kWh独 立储能电站项目工程建设总承包EPC合同》,对应合同总金额分别为393.12万元、188.40万元。 ...
领湃科技(300530.SZ)子公司与某客户储能系统设备合同终止
智通财经网· 2025-12-17 09:00
领湃科技(300530.SZ)公告,公司全资子公司湖南领湃储能科技有限公司(乙方)此前与某客户(甲方)签订 了《100MW/200MWh储能电站项目储能系统设备采购合同》。原协议签订后,因甲方项目地土地审批 手续未通过等原因,项目未如期启动且至今仍处于停顿状态,另因合同签署距今已逾一年,外部市场环 境发生重大变化,储能设备市场价格大幅下跌,如继续履行合同将对甲方造成比目前市场价更重的经济 负担,但与此同时,为响应合同中约定要求,良好履行己方合同义务,乙方在合同签订后,积极购买原 材料投入人力物力生产,按甲方要求备货,以备甲方随时之需,乙方已按甲方要求设计方案备货10台储 能设备,现已形成呆滞,双方均各自投入巨大。经友好协商,甲乙双方签订的原采购合同终止,不再继 续履行。 ...
领湃科技:子公司续签房屋租赁协议
Ge Long Hui· 2025-12-17 08:54
格隆汇12月17日丨领湃科技(300530.SZ)公布,为满足日常经营和办公需要,湖南领湃科技集团股份有 限公司全资子公司广东达志化学科技有限公司(简称"达志化学")拟与广州达志新材料科技有限公司 (简称"达志新材料")续签《物业租赁合同》和《租赁合同》,租赁的场地用于达志化学生产和办公、 厂房及仓库使用。根据《物业租赁合同》《租赁合同》的租金和租赁期限约定,两份租赁合同金额分别 为171.36万元和120万元,总金额共计291.36万元。蔡志华先生持有公司31.12%的股份,为公司第二大 股东,持有达志新材料49.68%的股权,达志新材料12个月内曾为公司关联方,此次交易构成关联交易, 但不构成《上市公司重大资产重组管理办法》规定的重大资产重组,不构成重组上市,无需经过有关部 门批准。 ...
领湃科技:全资子公司与某客户终止1.25亿元采购合同
Zheng Quan Shi Bao Wang· 2025-12-17 08:49
人民财讯12月17日电,领湃科技(300530)12月17日公告,此前公告,全资子公司湖南领湃储能科技有 限公司(以下简称"乙方")与某客户(以下简称"甲方")签订了《100MW/200MWh储能电站项目储能系统设 备采购合同》,合同金额预计为1.25亿元(含税)。因合同签署距今已逾一年,外部市场环境发生重大变 化,储能设备市场价格大幅下跌,双方决定终止原采购合同,同时,甲方支付给乙方的部分预付款共计 500万元,经双方协商后,明确甲方向乙方购买价值不少于1000万元的乙方储能产品,前述500万元可抵 扣甲方应付货款。 ...