Core Viewpoint - The strategic cooperation agreement between Tian Tie Technology and Xin Jie Energy focuses on the supply of solid lithium metal anode materials, new material research and development, and production line construction, aiming for mutual benefits and expanded collaboration [1][2]. Company Overview - Tian Tie Technology is engaged in dual-driven operations of vibration reduction and lithium material new energy business, with subsidiaries focusing on lithium materials [2][3]. - Xin Jie Energy specializes in the research and production of lithium metal solid-state batteries, holding core patents and having established a production line with a capacity of hundreds of MWh, with plans for a GWh-level production line [2][3]. Strategic Cooperation Details - The agreement stipulates that Tian Tie Technology will initially provide two types of battery-grade lithium metal products for sample testing, with a commitment to supply at least 100 tons annually for a minimum of five years once Xin Jie Energy's production line is operational [3]. - The collaboration aims to integrate resources for the research of new lithium metal anode materials and explore the establishment of a joint venture or co-construction of solid-state battery production lines [3]. Market Context - The partnership is strategically aligned with the solid-state battery sector, which is gaining traction due to its high energy density, safety, and long cycle life, positioning lithium metal as a critical component for enhancing battery performance [3][4]. - The anticipated breakthrough in solid-state battery technology could position lithium metal as a preferred anode material, especially for batteries exceeding 400 Wh/kg in energy density [4]. Future Outlook - The cooperation is expected to create a virtuous cycle of "upstream material innovation and downstream application validation," leveraging Tian Tie Technology's cost and process advantages in lithium production alongside Xin Jie Energy's battery technology capabilities [3]. - The proactive positioning of Tian Tie Technology in the solid-state battery market may allow it to seize opportunities as the technology matures, although challenges such as lithium price volatility and research conversion efficiency remain [4].

Group 1: Stock Performance - Yibin Paper (600793.SH) has experienced a significant short-term stock price increase and a substantial rise in trading volume [1] - Sanofi Health (688336.SH) has seen a cumulative stock price increase of over 100% since May 19, 2025, indicating potential irrational speculation and a possible correction [1] - Laisun Tongling (603900.SH) has shown a notable short-term increase in stock price and turnover rate, exceeding most companies in the industry [1] Group 2: Project Investments - Youyan Powder Materials (688456.SH) plans to establish a subsidiary to invest in an additive manufacturing metal powder materials industrial base [1] - Suqian Agricultural Development (601952.SH) intends to initiate a project for the construction of a 14,000-ton grain storage facility [1] Group 3: Contract Awards - Zhongnan Media (601098.SH) has signed a procurement contract through its wholly-owned subsidiary [1] Group 4: Operating Data - China Power Construction (601669.SH) reported a total new contract amount of 386.49 billion yuan from January to April, a year-on-year decrease of 4.9% [1] - China Chemical (601117.SH) recorded a total contract amount of 123.017 billion yuan from January to April [1] Group 5: Equity Acquisitions - Health元 (600380.SH) announced that its controlling subsidiary, Lizhu Group, plans to acquire equity in Vietnam's IMP company [1] Group 6: Share Buybacks - Geling Deep Vision (688207.SH) has completed a buyback of 1.29% of its shares [1] Group 7: Shareholding Changes - Yiwan Yichuang (300792.SZ) shareholders Zhang Fan and director Lu Hualiang plan to reduce their holdings by up to 3.02% [1] - Daqian Ecology (603955.SH) has announced that Xinhua Publishing Group intends to reduce its holdings by up to 3% [1] - Hongli Zhihui (300219.SZ) controlling shareholder plans to increase holdings by 25 million to 50 million yuan [1] - Sanfeng Environment (601827.SH) controlling shareholder intends to increase holdings by 150 million to 300 million yuan [1] - Chengdu Xian Dao (688222.SH) plans to increase holdings by 25 million to 50 million yuan [1] Group 8: Strategic Partnerships - Tiantie Technology (300587.SZ) has signed a strategic cooperation framework agreement with Xinjie Energy [2]

Core Viewpoint - The strategic cooperation between Tian Tie Technology and Shenzhen Xinjie Energy Technology focuses on the supply, research, and production of solid-state battery lithium metal anode materials, aiming to enhance the development of high-energy density and high-safety lithium metal solid-state batteries [1][2]. Group 1: Strategic Cooperation - Tian Tie Technology signed a strategic cooperation framework agreement with Shenzhen Xinjie Energy Technology on May 22, 2023 [1]. - Tian Tie Technology will supply battery-grade lithium metal products to Xinjie Energy and will be responsible for the supply of lithium metal materials for Xinjie Energy's first ≥450Wh/kg solid-state 2GWh production line after it is put into operation [1]. - The annual procurement volume is expected to be no less than 100 tons, with a contract duration of at least 5 years [1]. Group 2: Company Profiles - Zhejiang Tian Tie Technology Co., Ltd. was established in 2003 and specializes in vibration reduction and lithium-based new energy fields [1]. - The company is a leading enterprise in the domestic vibration reduction and noise reduction sector, with products widely used in rail and subway transportation [1]. - Shenzhen Xinjie Energy Technology Co., Ltd. was founded in 2020, focusing on the research and production of high-energy density and high-safety lithium metal solid-state batteries, with applications in drones, eVTOL, consumer electronics, and power sectors [2]. - Xinjie Energy's solid-state batteries have an energy density exceeding 450Wh/kg and have passed extreme environment tests [2].

Group 1 - Hongchuang Holdings plans to acquire 100% equity of Shandong Hongtuo Industrial for 63.518 billion yuan, transforming from a single aluminum deep processing business to a full industry chain including electrolytic aluminum, alumina, and aluminum deep processing [3] - LIZHU Group intends to acquire 64.81% of Vietnam's Imexpharm Corporation for approximately 1.587 billion yuan, enhancing its presence in the pharmaceutical sector [4][5] - China Power Construction reported a new contract amount of 386.49 billion yuan from January to April, a year-on-year decrease of 4.9% [7] Group 2 - Wanhua Chemical announced a scheduled maintenance for its production facilities, including a five-month technical upgrade for its Yantai ethylene unit, which will not significantly impact operations [8] - Changhong High-Tech received a warning letter from the Ningbo Securities Regulatory Bureau for failing to disclose related party transactions in a timely manner [9] - Highgreat plans to invest 10 million yuan in Blue Core Computing, which focuses on RISC-V architecture chips [10] Group 3 - Xidi Micro plans to increase capital by 30 million USD in its wholly-owned subsidiary Hong Kong Xidi Micro to support its expanding business [12] - Bichuang Technology lost its high-tech enterprise qualification, resulting in an increase in corporate income tax rate from 15% to 25% for the years 2023 to 2025 [13] - Tonghua Dongbao intends to transfer 5.7% of its shares in Xiamen Tebao Biological Engineering for a total of 1.301 billion yuan [16] Group 4 - Tian Tie Technology signed a strategic cooperation agreement with Shenzhen Xinjie Energy to collaborate on solid-state battery lithium metal anode materials [23] - Nanjing Port disclosed that its stock trading has shown signs of market sentiment overheating, indicating potential irrational trading behavior [24] - Zhongnan Media signed a government procurement contract worth 1.009 billion yuan, ensuring stable revenue for its main business [25]

Core Viewpoint - Tian Tie Technology (300587) has signed a strategic cooperation framework agreement with Shenzhen Xinjie Energy Technology Co., Ltd. to collaborate comprehensively in the supply, research, and production of solid-state battery lithium metal anode materials [1] Group 1: Strategic Cooperation Details - The agreement stipulates that Tian Tie Technology will supply battery-grade lithium metal products to Xinjie Energy [1] - After the commissioning of Xinjie Energy's first ≥450Wh/kg solid-state 2GWh production line, Tian Tie Technology will be responsible for supplying lithium metal materials, with a minimum annual procurement volume of 100 tons for a period of no less than 5 years [1] - Both parties will jointly research battery-grade lithium metal anode materials and explore the establishment of a joint venture or the construction of solid-state battery production lines [1]

签署战略合作框架协议的公告 证券代码：300587 证券简称：天铁科技 公告编号：2025-055 浙江天铁科技股份有限公司 关于与深圳欣界能源科技有限公司 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、本协议经双方加盖公章，并经双方法定代表人或授权代理人签字（或盖 章）后生效。本次签署的战略合作框架协议属于框架性约定，是双方就本次合作 达成的初步共识，为推进具体项目合作奠定了基础，但后续的合作以具体签订的 协议/订单为准，具体实施内容和进度尚存在不确定性。 2、双方拟在固态电池锂金属负极材料及相关领域开展战略合作，但因固态 电池技术发展、应用进展以及业务发展落地情况等均具有一定不确定性，因此本 次签署的战略协议能否对公司未来经营业绩和经营成果带来有利影响存在不确 定性。 3、公司不存在最近三年披露的框架协议进展未达预期的情况。 一、协议签署情况 为了在固态电池锂金属负极材料供应、研发、生产等方面全方位开展战略合 作，实现双方优势互补，拓宽双方合作领域、提高合作层面，实现合作共赢，浙 江天铁科技股份有限公司（以下简称"公司"）于2025年5月 ...

Group 1: Company Overview - Zhejiang Tiantian Technology Co., Ltd. is involved in lithium production, with a focus on expanding its new energy business [1][2]. - The company’s Hujiang factory commenced operations in the first half of 2022, with trial production of lithium metal lines starting in October 2024 [2][3]. Group 2: Production Capacity and Future Plans - The company plans to begin trial production of lithium chloride and battery-grade lithium carbonate lines soon, aiming for a significant increase in lithium compound production capacity [2][3]. - Once fully operational, the lithium production capacity is expected to achieve a leap forward, laying a solid foundation for future expansion in the new energy sector [3]. Group 3: Applications of Lithium Products - Lithium metal is categorized into industrial-grade and battery-grade, with the latter primarily used as anode material in new energy solid-state batteries [3]. - The energy density of lithium metal makes it a promising candidate for solid-state battery anodes, especially for batteries exceeding 400 Wh/kg, enhancing energy density and endurance [3]. Group 4: Customer Base and Market Expansion - The company has established connections with various downstream customers, including lithium battery cell manufacturers, pharmaceutical companies, synthetic rubber firms, and electronic material enterprises [3]. - Ongoing efforts are being made to actively expand the customer base within the industry [3].

Group 1: Market Environment and Response - The lithium product market is experiencing a downward price trend, impacting the company's operations. The company plans to drive technological innovation and cost reduction to develop high-value, high-tech products and expand market reach to adapt to market changes [2][3]. Group 2: Business Development and International Expansion - The company will focus on "vibration reduction business" and "lithium-based new energy business" as primary development directions, while actively seeking international market opportunities alongside domestic sales [3][4]. Group 3: Research and Development Investment - Future R&D investments will concentrate on the two main business segments, aiming to develop high-value, high-tech products and continuously upgrade technology, processes, structures, and formulations [3][4]. Group 4: Strategic Planning for 2025 - The company aims to enhance its product system management, improve new product and project management, and strengthen overall competitiveness to ensure stable growth and deliver excellent performance to investors [3][4]. Group 5: Talent Management and Recruitment - The company is committed to building a high-quality professional talent team through various recruitment channels, including campus recruitment and social hiring, to support sustainable development [4].

证券简称：天铁科技 证券代码：300587 上海荣正企业咨询服务（集团）股份有限公司 关于 浙江天铁科技股份有限公司 2025 年限制性股票激励计划 调整及授予相关事项之 独立财务顾问报告 二零二五年五月 | 一、释义 | 2 | | --- | --- | | 二、声明 | 4 | | 三、基本假设 | 5 | | 四、独立财务顾问意见 | 6 | | （一）本激励计划的审批程序 6 | | | （二）关于本次授予权益情况与股东大会审议通过的股权激励计划是否存在 | | | 差异的说明 7 | | | （三）本激励计划权益授予条件成就情况的说明 7 | | | （四）本次限制性股票的授予情况 8 | | | （五）实施本次激励计划对相关年度财务状况和经营成果影响的说明 10 | | | （六）结论性意见 11 | | | 五、备查文件及咨询方式 | 12 | | （一）备查文件 12 | | | （二）咨询方式 12 | | 1、上市公司、本公司、公司、天铁科技：指浙江天铁科技股份有限公司。 2、本激励计划、本计划、股权激励计划、《激励计划》：指浙江天铁科技 股份有限公司 2025 年限制性股票激励计划。 ...

证券代码：300587 证券简称：天铁科技 公告编号：2025-049 浙江天铁科技股份有限公司 第五届董事会第十一次会议决议公告 2、本次董事会于 2025 年 5 月 16 日在公司四楼会议室召开，以现场会议与 通讯会议相结合的形式召开，以记名的方式进行表决。 3、本次董事会应到 7 人，实际出席会议人数为 7 人。 4、本次董事会由董事长许孔斌先生主持，公司监事和高级管理人员列席了 本次会议。 5、本次会议的召集、召开和表决程序符合《中华人民共和国公司法》等法 律、法规和《公司章程》的有关规定。 二、董事会会议审议情况 经与会董事投票表决，审议通过了如下决议： 1、审议通过《关于调整 2025 年限制性股票激励计划激励对象名单的议案》 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。 一、董事会会议召开情况 1、本次董事会由董事长许孔斌先生召集，会议通知于 2025 年 5 月 11 日通 过电话形式送达至各位董事，董事会会议通知中包括会议的相关材料，同时列明 了会议的召开时间、地点、内容和方式。 表决结果：5 票同意，0 票反对，0 票弃权,2 票回避（ ...