永太科技（002326）(002326.SZ)公告，公司正在筹划发行股份购买资产并募集配套资金的事项。公司 拟以发行股份方式购买宁德时代（300750）持有的永太高新25%股权并募集配套资金。交易完成后，宁 德时代将成为公司股东。公司股票自2026年2月9日开市起开始停牌。 ...

智通财经APP讯，永太科技(002326.SZ)公告，公司正在筹划发行股份购买资产并募集配套资金的事项。 公司拟以发行股份方式购买宁德时代持有的永太高新25%股权并募集配套资金。交易完成后，宁德时代 将成为公司股东。公司股票自2026年2月9日开市起开始停牌。 ...

中国经济网北京2月8日讯 永太科技(002326.SZ)今日发布关于筹划发行股份购买资产并募集配套资金事 项的停牌公告。 永太科技表示，公司正在筹划发行股份购买资产并募集配套资金的事项（以下简称"本次交易"）。因有 关事项尚存在不确定性，为了维护投资者利益，避免对公司证券交易造成重大影响，根据深圳证券交易 所的相关规定，经公司申请，公司股票（证券简称：永太科技，证券代码：002326）自2026年2月9日开 市起开始停牌。 截至停牌公告披露前最后一个交易日，即2026年2月6日，永太科技涨停，收报28.77元，涨幅10.02%。 (责任编辑：马欣) 永太科技本次交易标的为宁德时代新能源科技股份有限公司（以下简称"宁德时代"）持有的标的公司邵 武永太高新材料有限公司（以下简称"永太高新"）25%股权，永太科技现持有该标的公司75%股权。 永太科技拟以发行股份方式购买宁德时代持有的永太高新25%股权并募集配套资金。永太科技表示，本 次交易完成后，宁德时代将成为公司股东。本次交易尚存在不确定性，最终交易方式、交易方案以后续 公告的重组预案或重组报告书披露的信息为准。 永太科技表示，公司预计在不超过10个交易日的时间 ...

格隆汇2月8日丨永太科技(002326.SZ)公布，公司拟以发行股份方式购买宁德时代持有的永太高新25%股 权并募集配套资金。公司现持有该标的公司75%股权。此次交易完成后，宁德时代将成为公司股东。 经公司申请，公司股票(证券简称：永太科技，证券代码：002326)自2026年2月9日开市起开始停牌。 ...

北京商报讯（记者 王蔓蕾）2月8日，永太科技（002326）披露公告称，公司拟以发行股份方式购买宁 德时代持有的永太高新25%股权并募集配套资金。本次交易完成后，宁德时代将成为公司股东。公司股 票自2月9日起开始停牌。 永太科技表示，本次交易标的为宁德时代持有的标的公司永太高新25%股权，公司现持有该标的公司 75%股权。公司与宁德时代已签署了《股权收购意向书》，初步达成购买资产的意向。最终股权收购数 量、比例、交易价格、支付方式、股份锁定安排、违约条款等由交易各方另行签署正式交易协议确定。 交易行情显示，2月6日，永太科技涨停收盘，收于涨停价28.77元/股，总市值266.2亿元。 公司预计在不超过10个交易日的时间内披露本次交易方案，即在3月3日前披露相关信息。若公司未能在 上述期限内召开董事会审议并披露交易方案，公司证券最晚将于3月3日开市起复牌并终止筹划相关事 项。 ...

【永太科技：拟购买永太高新25%股权 宁德时代将成为公司股东】智通财经2月8日电，永太科技 (002326.SZ)公告称，公司拟以发行股份方式购买宁德时代持有的永太高新25%股权并募集配套资金。公 司现持有该标的公司75%股权。本次交易完成后，宁德时代将成为公司股东。公司股票自2026年2月9日 开市起开始停牌。公司预计在不超过10个交易日的时间内披露本次交易方案。 转自：智通财经 ...

永太科技公告，公司正在筹划发行股份购买资产并募集配套资金的事项。本次交易标的为宁德时代新能 源科技股份有限公司持有的邵武永太高新材料有限公司25%股权，公司现持有该标的公司75%股权。公 司拟以发行股份方式购买宁德时代持有的永太高新25%股权并募集配套资金。本次交易完成后，宁德时 代将成为公司股东。公司股票自2026年2月9日开市起开始停牌，预计在不超过10个交易日的时间内披露 本次交易方案。 ...

Investment Rating - The report maintains an "Outperform" rating for the power equipment and new energy industry [1]. Core Insights - The global sales of new energy vehicles are expected to maintain rapid growth by 2026, driving demand for batteries and materials [1]. - Recent fluctuations in material prices for power batteries warrant attention to the pricing situation along the supply chain [1]. - Solid-state batteries are entering a critical phase of engineering validation, with a focus on related materials and equipment companies [1]. - In the photovoltaic sector, "anti-involution" and "space photovoltaics" are identified as the two main investment themes for 2026, with increased demand for photovoltaic equipment [1]. - The domestic market is seeing a rise in high-power component demand, with downstream battery components relying on efficiency improvements for market clearing [1]. - Wind power demand is expected to continue growing, with recommendations to focus on wind turbines and offshore wind power [1]. - The energy storage sector remains highly prosperous, with a recommendation to pay attention to energy storage cells and large-scale integrated plants [1]. - Hydrogen energy is anticipated to open up demand for green hydrogen, with a focus on downstream hydrogen-based energy applications [1]. - Nuclear fusion is seen as a long-term catalyst for energy development, with recommendations to focus on core suppliers in the nuclear fusion power sector [1]. Summary by Sections Industry Performance - The power equipment and new energy sector rose by 2.2%, outperforming the Shanghai Composite Index, which fell by 1.27% [10]. - The photovoltaic sector saw the highest increase at 3.43%, while the wind power sector experienced a slight decline of 0.01% [13]. Key Industry Information - The China Passenger Car Association estimates that 900,000 new energy vehicles will be wholesaled in January 2026, a 1% year-on-year increase [27]. - Changan Automobile and CATL announced the global launch of the first sodium battery mass-produced passenger vehicle, expected to be available by mid-2026 [27]. - Tesla has achieved large-scale production of dry electrode technology [27]. - The domestic energy storage tender for January 2026 reached 36.3 GWh, with notable bidding scales in Ningxia, Hebei, and Xinjiang [27]. Company Developments - Foster is collaborating with professional institutions to invest in a private equity fund focused on flexible thin-film gallium arsenide battery companies [29]. - Guoxuan High-Tech plans to raise up to 5 billion yuan through a private placement for a 20 GWh power battery project [29]. - TCL Zhonghuan's subsidiary Maxeon Solar signed a patent licensing agreement with Aisuo, with a five-year licensing fee of 1.65 billion yuan [29].

股东信息显示， 该公司现由陈立泉、邵建雄及上述新增股东等共同持股。 | 往 | 期 回 | 顾 | | --- | --- | --- | | 01 | ｜ | 吉利再成立电池公司！ | | 02 | ｜ | 4.15亿元！欣旺达山东滕州项目有新进展 | | 03 | ｜ | 灵鸽科技第三基地启用！ | | 04 | ｜ 举办！ | 2026（第二届）起点锂电圆柱电池技术论坛暨圆柱电池20强排行榜发布会4月深圳 | 近日，溧阳天目先导电池材料科技有限公司发生工商变更，原股东苏州海松硬核科技股权投资基金合伙企业（有限合伙）退出，新增宁德时代 参投的福建时代泽远股权投资基金合伙企业（有限合伙）、深圳市绿水长青创业投资合伙企业（有限合伙）为股东。 溧阳天目先导电池材料科技有限公司成立于2017年5月，注册资本约9.5亿元人民币，法定代表人为罗飞，经营范围包括锂电池负极材料的技 术开发、技术转让、技术服务、技术咨询、生产、加工和销售等。 点击 阅读原文 ，查看富工流体更多内容！ ...

Group 1 - Ningde Times signed a cooperation agreement with Quanzhou for a new energy battery production base, focusing on R&D and manufacturing with advanced green manufacturing technology [3] - Ningde Times signed a comprehensive strategic cooperation agreement with the Yunnan provincial government to promote green energy development and electric transportation infrastructure [4] - Ningde Times signed a strategic cooperation memorandum with Schroders Greencoat and Lochpine Capital to explore and invest in European battery storage projects, aiming for a potential development of 10GWh of renewable energy storage [5] Group 2 - Ruipu Lanjun announced its first profit, expecting a net profit between RMB 630 million and RMB 730 million for the year ending December 31, 2025, driven by increased shipments of power and energy storage battery products [6] - Guoxuan High-Tech projected a net profit of approximately RMB 2.5 billion to RMB 3 billion for 2025, representing a year-on-year increase of 107.16% to 148.59% [7] - BYD reported a total installation of approximately 20.187GWh for January 2026, with a year-on-year increase of 30.15% in battery installations [8] Group 3 - Chuangneng signed a strategic cooperation agreement for a 5.5GWh energy storage project in Saudi Arabia, providing advanced storage products and technical support [9] - EVE Energy announced a framework agreement to invest in an integrated battery industry in Indonesia, covering various stages from mining to battery recycling [10] - Baoding Shanjin Technology Co., Ltd. plans to issue A-shares to raise up to RMB 650 million for battery manufacturing projects [12] Group 4 - Tianqi Lithium Industries reported a significant turnaround, expecting a net profit of RMB 369 million to RMB 553 million for 2025, compared to a loss of RMB 7.905 billion in 2024 [14] - Ganfeng Lithium announced a projected net profit of RMB 1.1 billion to RMB 1.65 billion for 2025, marking a substantial recovery from a loss of RMB 2.074 billion in the previous year [16] - Yichang's first CVD silicon-carbon production line is set to begin mass production, with successful testing results from major lithium battery manufacturers [17] Group 5 - The Yuxi Enjie production base achieved a significant milestone with all seven production lines operational, laying a solid foundation for future expansions [18] - Weiyuan Co. announced the successful production of qualified products from its 250,000 tons/year electrolyte solvent project, contributing to sustainable economic development [19] - A lithium iron phosphate project in Gansu with a total investment of RMB 3.135 billion has commenced production, expected to generate an annual output value of over RMB 6 billion [20] Group 6 - Rongbai Technology responded to rumors regarding a patent dispute with LG Chem, asserting that its products do not infringe on any patents [21] - Qingyan Nako's dry electrode equipment was delivered to a leading Japanese automaker, marking its first international application [23] - Xian Dao Intelligent initiated its IPO process, aiming to raise approximately HKD 4.288 billion for expansion and technological upgrades [25]