证券代码：300769 证券简称：德方纳米 公告编号：2025-075 深圳市德方纳米科技股份有限公司 关于对外担保的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、 对外担保概述 深圳市德方纳米科技股份有限公司（以下简称"公司"）于2025年4月25日 召开第四届董事会第十七次会议，并于2025年5月19日召开2024年年度股东大会， 会议分别审议通过了《关于向金融机构申请综合授信额度的议案》《关于对外担 保额度预计的议案》，公司及合并报表范围的子公司（含授权期限内新设立或纳 入合并范围的全资子公司、控股子公司）拟向银行、融资租赁公司等金融机构申 请综合授信额度，总额度合计不超过人民币1,500,000.00万元（不包含低风险业 务额度），最终额度以金融机构实际审批的授信额度为准，授信品种包括但不限 于本外币借款、银行承兑汇票、信用证、保函等，各金融机构实际授信额度可在 总额度范围内调剂。公司拟为合并报表范围的子公司向业务相关方（包括但不限 于银行、融资租赁公司等金融机构及其他业务合作方）申请综合授信额度（包括 但不限于本外币借款、银行承兑汇票 ...

Core Viewpoint - The lithium iron phosphate (LFP) industry is experiencing a significant recovery in the third quarter of 2025, with strong demand in both power batteries and energy storage, leading to improved profitability for major companies in the sector [1][6][10]. Industry Overview - The LFP industry has seen a turnaround in the third quarter of 2025, with production and sales both thriving, and the operating rate returning to a positive trend [5][10]. - The mainstream price for power-type LFP has stabilized around 37,000 to 38,000 yuan per ton, with processing fees improving since September [2][5]. - The production capacity utilization rate reached 75.9% in October, reflecting a 2.5 percentage point increase month-on-month [5]. Company Performance - Major companies in the LFP sector reported significant revenue growth in the third quarter, with Hunan Youneng achieving a revenue of 8.868 billion yuan, a year-on-year increase of 73.97%, and a net profit growth of 235% [6][7]. - Other companies such as Wanrun New Energy, Longpan Technology, and Defang Nano also reported substantial reductions in losses, indicating a positive trend in financial performance [6][7]. Demand Dynamics - The demand for LFP is driven by both power and energy storage applications, with power batteries remaining the primary growth driver [10][11]. - In the first three quarters of 2025, the cumulative installed capacity of power batteries in China reached 493.9 GWh, a year-on-year increase of 42.5%, with LFP batteries accounting for 81.5% of this total [10]. Supply and Production Capacity - The top ten companies in the LFP sector are operating at near full capacity, with previously idle capacities being reactivated [6][11]. - Companies are focusing on high-end products, with a notable increase in the output of high-pressure and high-energy density LFP products [8][12]. Future Outlook - Industry insiders are optimistic about the continued high demand for LFP products into 2026, with many battery manufacturers adopting proactive inventory and procurement strategies [11][12]. - The competitive landscape is expected to improve, with the market share of the top five companies increasing to 65%, indicating a trend towards greater industry concentration [13][14].

Core Viewpoint - The lithium iron phosphate (LFP) industry is experiencing a significant recovery, driven by strong demand in both the power battery and energy storage sectors, with expectations of continued high demand into next year [3][11][14]. Group 1: Market Performance - On November 7, 2023, the LFP sector saw substantial stock price increases, with companies like Andar Technology rising by 16.36% and Wanrun New Energy by 15.28% [3][4]. - The third quarter of 2023 marked a notable recovery in the LFP industry, with a stable market share of over 80% in power battery installations and strong energy storage demand [3][8]. Group 2: Price and Production Trends - As of late October 2023, the mainstream price for power-type LFP was around 37,000 to 38,000 yuan per ton, with processing fees improving since September [6][8]. - October 2023 saw LFP production reach 399,700 tons, a month-on-month increase of 11.5%, with a capacity utilization rate of 75.9% [8][12]. Group 3: Financial Performance of Key Players - Leading companies in the LFP sector reported significant revenue growth in Q3 2023, with Hunan Yuno achieving a revenue of 8.868 billion yuan, a year-on-year increase of 73.97%, and a net profit growth rate of 235% [9][10]. - Other companies like Wanrun New Energy and Longpan Technology also reported substantial reductions in losses, indicating a positive trend in financial recovery across the sector [8][10]. Group 4: Future Outlook - Industry experts predict that the high demand for LFP will continue into 2024, particularly for high-end products, as companies are increasingly focusing on high-pressure and high-energy density products [11][14]. - The competitive landscape is expected to shift towards product quality and global capabilities, with a focus on high-performance LFP materials [16][13].

Core Insights - The lithium battery sector experienced a significant rally on November 7, with multiple stocks hitting the daily limit up, indicating strong investor interest and market momentum [1]. Group 1: Stock Performance - Fengyuan Co., Tianci Materials, Yongshan Lithium, and Shengxin Lithium Energy were among the stocks that reached their daily limit up [1]. - Nearly 30 stocks in the sector saw price increases of 10% or more, showcasing broad-based strength in the lithium battery market [1]. Group 2: Notable Stock Gains - Andar Technology saw a price increase of 20.91%, with a current price of 8.00 [2]. - Ruitai New Materials increased by 20.00%, reaching a price of 26.70 [2]. - Qingshuiyuan rose by 19.97%, with a current price of 14.66 [2]. - Wanrun New Energy gained 19.43%, now priced at 94.70 [2]. - Huasheng Lithium Battery increased by 16.94%, with a current price of 76.06 [2]. - Other notable gains include Fuxiang Pharmaceutical (+15.78%), Defang Nano (+13.58%), and Haike New Source (+13.00%) [2].

Group 1 - The core point of the news is the performance and market position of Defang Nano, which saw a stock price increase of 5.23% to 52.30 CNY per share, with a trading volume of 1.396 billion CNY and a turnover rate of 10.89%, resulting in a total market capitalization of 14.654 billion CNY [1] - Defang Nano, established on January 25, 2007, and listed on April 15, 2019, specializes in the research, production, and sales of lithium-ion battery materials, with 95.17% of its main business revenue coming from phosphate-based cathode materials [1] Group 2 - From the perspective of fund holdings, Guotou Ruijin Fund has a significant position in Defang Nano, with its Guotou Ruijin New Vitality Mixed A Fund (001584) holding 7,000 shares, accounting for 0.62% of the fund's net value, ranking as the tenth largest holding [2] - The Guotou Ruijin New Vitality Mixed A Fund has a total scale of 4.9664 million CNY, with a year-to-date return of 1.99% and a one-year return of 3.15%, ranking 7,257 out of 8,053 in its category [2] - The fund managers, Li Dafu and Zhang Qingning, have significant experience, with Li Dafu having a tenure of 14 years and 135 days and Zhang Qingning having 2 years and 58 days, managing total assets of 13.006 billion CNY and 99.53 billion CNY respectively [2]

Core Insights - 德方纳米's stock increased by 5.23% to 52.30 CNY per share, with a trading volume of 1.396 billion CNY and a turnover rate of 10.89%, resulting in a total market capitalization of 14.654 billion CNY [1] Company Overview - 深圳市德方纳米科技股份有限公司 was established on January 25, 2007, and went public on April 15, 2019. The company specializes in the research, production, and sales of lithium-ion battery materials [1] - The main revenue composition of 德方纳米 includes 95.17% from phosphate-based cathode materials and 4.83% from other supplementary products [1] Fund Holdings - 天治基金 has a significant holding in 德方纳米 through its 天治研究驱动混合A fund, which held 9,800 shares, accounting for 1.91% of the fund's net value, making it the fifth-largest holding [2] - The 天治研究驱动混合A fund was established on December 28, 2011, with a latest scale of 21.1548 million CNY. Year-to-date returns are 10.98%, with a one-year return of 3.68% [2] - The fund manager, 梁莉, has been in charge for 4 years and 208 days, with the best return during her tenure being 25.1% and the worst being -64.37% [2]

Core Viewpoint - The major shareholder Qin Dongdong of Defang Nano announced a reduction of shares through centralized bidding, indicating a strategic move in the company's ownership structure [1] Summary by Relevant Sections - **Share Reduction Details** - Qin Dongdong will reduce 2.7836 million shares from August 18, 2025, to November 4, 2025, at an average price of 35.62 CNY per share [1] - This reduction represents 0.9935% of the total share capital and 0.9941% of the total share capital after excluding 161,700 shares in the repurchase account [1] - **Post-Reduction Shareholding** - After the reduction, Qin Dongdong will hold 11.2258 million shares, which accounts for 4.0065% of the total share capital and 4.0088% after excluding the repurchased shares [1]

证券代码：300769 证券简称：德方纳米 公告编号：2025-074 深圳市德方纳米科技股份有限公司 注：1、上表中若出现总数与各分项数值之和尾数不符的情况，均为四舍五入原因造成； 2、公司现有总股本为280,188,030股，秦东栋先生的本次减持计划预披露时，公司回购专户的股 份数量为640,600股； 关于股东减持计划实施完成的公告 股东秦东栋先生保证向本公司提供的信息内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 深圳市德方纳米科技股份有限公司（以下简称"公司"）于2025年7月28日 在巨潮资讯网（www.cninfo.com.cn）披露了《关于持股5%以上股东减持股份的 预披露公告》（公告编号：2025-051），持有本公司股份14,009,402股（占剔除 回购专户股份640,600股后公司总股本的5.01%）的股东秦东栋先生计划自本公告 披露之日起15个交易日之后的3个月内以集中竞价交易方式减持公司股份不超过 2,795,400股（占剔除回购专户股份640,600股后公司总股本的1%）。 公司于2025年8月19 ...

Core Viewpoint - The company, 德方纳米, has stated that it currently has no plans for mergers or acquisitions [2] Company Summary - 德方纳米 responded to investor inquiries on November 5, confirming the absence of any merger or acquisition plans [2]

Group 1 - The core viewpoint of the article is that Defang Nano's main customers are lithium battery manufacturers [2]