Group 1: Stock Resumption - Baina Qiancheng plans to acquire 100% of Zhonglian Century, a leading digital marketing service provider in the telecommunications industry, and will resume trading [1] - Yichang Technology will have Weiran Partners become its controlling shareholder, leading to stock resumption [1] Group 2: External Investments and Daily Operations - Zhongwei Co., Ltd. signed a strategic cooperation framework agreement with Xinwanda to collaborate on precursor product technology development, product supply, cathode material development, and global capacity layout [2] - Zhongding Co., Ltd. plans to establish a joint venture to engage in joint assembly of robotic products to support complete machine assembly [2] - Huadian Technology signed contracts worth 265 million yuan for six major pipelines for ultra-supercritical power plants and a 159 million yuan digital business contract for a high-altitude renewable energy site [2] - Unigroup Guowei's wholly-owned subsidiary plans to jointly invest with a subsidiary of CATL to establish a company focused on automotive domain control chips [2] - Haike Xinyuan signed a strategic cooperation agreement with Faenlight, expecting a supply of 270,000 tons of electrolyte solvents and additives [3] - Jinlongyu plans to establish a 1.5 billion yuan industrial merger and acquisition fund with Investment Control Donghai, focusing on its main business while considering investments and mergers in the solid-state battery industry chain [3] - Hengsheng Energy's subsidiary signed a sample testing agreement for diamond heat dissipation products with chip technology developer Company H [3] - Ruisheng Intelligent secured a procurement project for domestic computing power equipment and supporting services worth 152 million yuan [4] - Guangju Energy signed a strategic cooperation agreement with China General Nuclear Power Corporation Guangdong [5] - Senyuan Co., Ltd. signed a 26.78 million yuan contract for the construction of a computing power cluster integration project with an affiliated party [6] - ST Jianyi's controlling shareholder waived 1.4 billion yuan of the company's debt principal and 8.8967 million yuan in interest, and donated 400 million yuan in cash assets [7]

紫光同芯科技注册资本为3亿元，紫光同芯认缴出资1.53亿元，对应出资比例为51%。交易完成后，紫 光同芯科技将纳入紫光同芯合并报表范围。 人民财讯12月25日电，紫光国微（002049）12月25日公告，公司全资子公司紫光同芯微电子有限公司 (简称"紫光同芯")为独立运营汽车域控芯片业务，增强市场竞争力，提升公司业绩，拟与北京志成高远 电子科技有限公司等五个关联方以及非关联方宁德时代（300750）新能源科技股份有限公司全资子公司 宁波梅山保税港区问鼎投资有限公司共同投资设立紫光同芯微电子科技(北京)有限公司(简称"紫光同芯 科技")。 ...

Group 1 - A-shares saw a slight increase on December 25, with the Shanghai Composite Index achieving a seven-day winning streak, while most industry sectors experienced gains, particularly aerospace, electrical machinery, paper printing, packaging materials, general equipment, and automotive parts [1] - The automotive industry led the net inflow of main funds with 1.158 billion yuan, followed by machinery equipment and food and beverage sectors with net inflows of 504 million yuan and 228 million yuan respectively [1] - The electronics sector faced the highest net outflow, exceeding 5 billion yuan, with other sectors like non-ferrous metals, computers, pharmaceuticals, communications, and basic chemicals also experiencing significant outflows of over 1 billion yuan each [1] Group 2 - Among individual stocks, Jin Feng Technology topped the net inflow with 829 million yuan, attributed to its involvement in a major offshore wind power project that set a new record for distance [2] - Yangguang Electric followed with a net inflow of 784 million yuan, with analysts optimistic about the photovoltaic sector's recovery due to policy support and technological advancements [2] - A total of 34 stocks experienced net outflows exceeding 200 million yuan, with Shenghong Technology, Aerospace Development, and Hainan Development each seeing outflows over 1 billion yuan [3] Group 3 - At the end of the trading day, the main funds saw a net outflow of 2.258 billion yuan, with the power equipment sector experiencing a net inflow of over 500 million yuan [4] - Individual stocks like Tianji Co. led the end-of-day net inflow with 382 million yuan, while Aerospace Development and Shenghong Technology faced significant outflows of 867 million yuan and 454 million yuan respectively [5]

证券代码：300750 证券简称：宁德时代 公告编号：2025-108 宁德时代新能源科技股份有限公司 关于选举第四届董事会职工代表董事的公告 欧阳楚英先生原为第四届董事会非独立董事、董事会战略委员会委员，本次 选举完成后，欧阳楚英先生变更为职工代表董事，仍担任第四届董事会战略委员 会委员，任期与第四届董事会任期一致。本次选举完成后，公司第四届董事会成 员中兼任公司高级管理人员的董事以及由职工代表担任的董事人数总计未超过 公司董事总数的二分之一，符合有关法律法规和规范性文件及《公司章程》的规 定。 特此公告。 宁德时代新能源科技股份有限公司董事会 2025 年 12 月 25 日 1 附件：欧阳楚英先生简历 欧阳楚英先生，1976 年出生，中国国籍，无境外永久居留权。欧阳先生于 2019 年 9 月加入公司，目前担任公司执行董事、研发体系联席总裁和创新实验 室常务副主任。在加入公司之前，自上世纪 90 年代以来，欧阳先生一直从事物 理学方向的科学研究。他于 2009 年 11 月起担任江西师范大学教授，并曾于 2012 年至 2015 年担任该校首席教授。2010 年 1 月至 2010 年 12 月，欧阳先 ...

上海市通力律师事务所 关于宁德时代新能源科技股份有限公司 2025 年第二次临时股东会的法律意见书 致:宁德时代新能源科技股份有限公司 上海市通力律师事务所(以下简称"本所")接受宁德时代新能源科技股份有限公司(以 下简称"公司")的委托,指派本所蔡若思律师、李琼律师(以下简称"本所律师")根据《中 华人民共和国公司法》《中华人民共和国证券法》《上市公司股东会规则》等法律法规和规 范性文件(以下统称"法律法规")及《宁德时代新能源科技股份有限公司章程》(以下简称 "公司章程")的规定就公司 2025 年第二次临时股东会(以下简称"本次股东会")相关事 宜出具法律意见。 本所律师已经对公司提供的与本次股东会有关的法律文件及其他文件、资料予以了核 查、验证。在进行核查验证过程中,公司已向本所保证,公司提供予本所之文件中的所有签 署、盖章及印章都是真实的,所有作为正本提交给本所的文件都是真实、准确、完整和有效 的,且文件材料为副本或复印件的,其与原件一致和相符。 在本法律意见书中,本所仅对本次股东会召集和召开的程序、出席本次股东会人员资格 和召集人资格及表决程序、表决结果是否符合法律法规和公司章程的规定发表意见,并 ...

特别提示： 1、本次股东会未出现变更或否决议案的情形。 2、本次股东会不涉及变更以往股东会已通过的决议。 一、会议召开情况 1、现场会议召开时间：2025年12月25日15:00点开始 证券代码：300750 证券简称：宁德时代 公告编号：2025-107 宁德时代新能源科技股份有限公司 2025 年第二次临时股东会决议公告 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。 2、召开地点：福建省宁德市蕉城区漳湾镇新港路2号公司科技大楼一楼会议 室 3、召开方式：本次会议采取现场投票与网络投票相结合的方式，其中通过 深圳证券交易所交易系统和互联网投票系统为A股股东提供网络投票平台（深圳 证券交易所交易系统进行网络投票的具体时间为：2025年12月25日9:15—9:25， 9:30—11:30和13:00—15:00；深圳证券交易所互联网投票系统投票的具体时间为： 2025年12月25日9:15至15:00任意时间）。 4、召集人：公司董事会 5、主持人：公司董事长曾毓群先生 6、本次会议的召集、召开与表决程序符合《中华人民共和国公司法》《上市 公司股东会规则》《 ...

Group 1: Lithium Carbonate Market - The spot price for high-quality lithium carbonate on December 25 is between 116,000-117,200 CNY/ton, down 250 CNY from the previous working day [1] - Battery-grade lithium carbonate is priced between 114,500-117,200 CNY/ton, a decrease of 400 CNY from the previous working day [1] - Industrial-grade lithium carbonate is priced between 112,000-114,000 CNY/ton, down 250 CNY from the previous working day [1] Group 2: Lithium Futures and Production - On December 25, the main contract for lithium futures initially fell but narrowed its daily decline to 0.6%; the minimum opening order quantity for related contracts will increase from 1 to 5 contracts starting December 26 to curb excessive speculation [1] - Global lithium battery production from January to November 2025 reached 2,058.44 GWh, a year-on-year increase of 48.59%; cumulative production of global energy storage batteries was 535.98 GWh, up 64.14% year-on-year [1] Group 3: Strategic Partnerships and Projects - CATL signed a five-year supply contract with South Korean electrolyte manufacturer Enchem for a total of 350,000 tons, averaging 70,000 tons per year; the contract is valued at approximately 1.5 trillion KRW, equivalent to about 7.268 billion CNY, which is over four times Enchem's sales in 2024, marking the largest single customer order in the company's history [1] - Guocheng Mining's subsidiary, Guocheng Lithium Industry, has completed 90% of the main structure for its 200,000-ton lithium salt project, with equipment installation over halfway done; the project is expected to be completed by February 2026 and will become China's largest single lithium salt production base upon full operation [2] - Haike New Energy signed a strategic cooperation and raw material supply agreement with Hunan Faenlight New Energy Technology Co., Ltd. for the purchase of 270,000 tons of electrolyte solvents and additives from January 1, 2026, to December 31, 2028 [2] - Dazhong Mining reported that the Sichuan Jiada lithium mine's first mining area has proven lithium carbonate equivalent reserves of approximately 1.4842 million tons, with an overall planned mining scale of 2.6 million tons per year, capable of producing about 50,000 tons of lithium carbonate equivalent annually [2] - Ruikang New Materials stated that due to strong demand for lithium-ion batteries, some raw material prices have risen, and the company is gradually increasing its battery material prices while actively expanding and servicing high-quality global customers [2] Group 4: Industry Collaborations - Zhongwei Co., Ltd. signed a strategic cooperation framework agreement with Xinwangda to establish a deep strategic partnership for the joint development of solid-state battery application series new energy battery materials, promoting the industrialization of these materials [3]

Core Insights - The article highlights significant developments in the energy storage sector, particularly focusing on partnerships and project advancements among key players in the industry. Group 1: Partnerships and Collaborations - CATL has signed a three-year cooperation memorandum with Siyuan Electric, targeting a collaboration of 50 GWh in energy storage capacity [3] - CATL and Haibosichuang have established a ten-year strategic cooperation agreement, with a commitment to procure no less than 200 GWh of energy storage batteries [5] Group 2: Project Developments - China Power Construction Corporation (China Power) reported 180 new energy storage projects with a total contract value of 500.03 billion yuan, indicating a focus on high-quality development through technological innovation and industry integration [6][8] - Guorui Qichuang has signed an investment cooperation agreement worth approximately 3 billion yuan to develop a zero-carbon energy system in Guang'an City, which includes a 100 MW/200 MWh grid-side independent energy storage station [9][11]

「本文章观点不构成投资意见」 据安永11月27日发布的年度报告显示，港交所以2800亿港元（约合360亿美元）的募资总额，大幅超越 纽交所的205亿美元，时隔四年重新夺回全球交易所IPO榜首宝座，且这一桂冠早在11月底便提前锁 定。 港股IPO募资额同比暴涨218%，项目数量增长43%，平均融资额实现翻倍，创下近五年第二高纪 录； 在全球十大IPO榜单中，港股独占四席，其中宁德时代以410亿港元募资额稳坐全球头把交椅。 这场逆袭背后，是一组极具冲击力的数据： 2025年，港股IPO市场迎来史诗级逆袭。 对比2024年876亿港元的募资规模，港股在一年内完成了3倍级的跨越式增长，而港交所待审的240宗申 请中，仍有大批龙头企业排队入场，后续动力强劲。 ...

Core Viewpoint - Longpan Technology plans to increase the production capacity of its "New Energy Vehicle Power and Energy Storage Battery Cathode Material Scale Production Project" from the originally planned 62,500 tons/year to 100,000 tons/year, reflecting a strong response to growing market demand and supporting its expansion strategy [2][4]. Group 1: Production Capacity and Expansion Plans - The project originally aimed for a total capacity of 150,000 tons/year of lithium iron phosphate cathode materials, with the first two phases (25,000 tons/year and 62,500 tons/year) already completed, bringing the current total capacity to 87,500 tons/year [2]. - The total capacity of the project will be raised to 187,500 tons/year after the adjustment, with an expected completion date in May 2026 and a total investment of approximately 910 million yuan [4]. - Longpan Technology has secured multiple long-term supply agreements, including a partnership with Ford Group's Blue Oval for 2026-2030 and a supply agreement worth over 5 billion yuan with EVE Energy [2][3]. Group 2: Market Trends and Demand - The lithium battery industry is entering a fourth upward cycle, with the cathode materials market experiencing a supply-demand imbalance [5]. - The global energy storage battery shipment is expected to exceed 650 GWh this year, with a year-on-year growth rate of over 80% [3]. - Chinese companies have received over 260 GWh of overseas energy storage orders in the first eleven months of this year, indicating a strong demand across multiple regions [3]. Group 3: Strategic Positioning and Technological Development - Longpan Technology is building a "vertical integration + horizontal globalization" strategy, focusing on lithium refining, cathode materials, and battery recycling to create a complete industrial loop [5]. - The company plans to significantly expand production capacity by the end of next year, focusing on high-voltage lithium iron phosphate, which is a mainstream product in market demand [5]. - Longpan Technology aims to collaborate with downstream customers to advance the research and development of cathode materials, addressing key technological directions such as high energy density and long cycle life [5].