Core Viewpoint - Zhongyi Technology (301150.SZ) announced a plan for a major shareholder, Yunmeng Zhongyi Technology Investment Center, to reduce its stake by up to 3,498,500 shares over a three-month period due to personal funding needs, which will not affect the company's control or governance structure [1][2]. Shareholder Reduction Plan - Yunmeng Zhongyi Technology Investment Center holds 14,196,000 shares, representing 6.0866% of the total share capital, and plans to reduce its holdings by 1.5000% of the total share capital [1]. - The reduction will occur through centralized bidding and block trading from July 18, 2025, to October 17, 2025 [1]. Company Background - Zhongyi Technology's second-largest shareholder is Yunmeng Zhongyi Technology Investment Center [2]. - The company was listed on the Shenzhen Stock Exchange on April 21, 2022, with an initial public offering of 16.837 million shares at a price of 163.56 yuan per share [4]. - The total funds raised from the IPO amounted to 2.754 billion yuan, exceeding the original plan by 1.887 billion yuan [4]. Shareholder Structure - The current controlling shareholder is Wang Li, who inherited a 56.38% stake from the late Wang Hanping [3][4]. - Wang Xiaoxia, Wang Li's sister, is a concerted actor and serves as the company's chairperson and general manager [4]. Dividend Distribution - Zhongyi Technology has a history of dividend distributions, including a cash dividend of 20 yuan per 10 shares in June 2022 and a cash dividend of 13 yuan per 10 shares in June 2023 [5][6]. - The company announced a dividend plan for 2023, distributing 1 yuan per 10 shares and a capital increase of 4 shares for every 10 shares held [6].

Group 1 - The core point of the article is that Zhongyi Technology (301150) announced a plan for its shareholder, Yunmeng Zhongyi Technology Investment Center (Limited Partnership), to reduce its holdings by a maximum of 3.4985 million shares, which represents 1.5000% of the company's total share capital [1] - The reduction will take place between July 18, 2025, and October 17, 2025, through centralized bidding and block trading methods [1] - The planned reduction accounts for 1.5493% of the total share capital after excluding the shares held in the company's repurchase special account [1]

证券代码：301150 证券简称：中一科技 公告编号：2025—043 湖北中一科技股份有限公司 关于持股 5%以上股东减持股份的预披露公告 公司股东云梦中一科技投资中心（有限合伙）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。 1 二、本次减持计划的主要内容 特别提示： 持有湖北中一科技股份有限公司（以下简称"公司"）股份 14,196,000 股（占公 司总股本的 6.0866%，占剔除公司回购专用账户中股份数量后总股本的 6.2865%）的 股东云梦中一科技投资中心（有限合伙）（以下简称"中一投资"）计划在本公告披 露之日起 15 个交易日后 3 个月内（即 2025 年 7 月 18 日至 2025 年 10 月 17 日）以 集中竞价、大宗交易方式合计减持不超过 3,498,500 股（占公司总股本的 1.5000%， 占剔除公司回购专用账户中股份数量后总股本的 1.5493%）（如遇派息、送股、转增 股本、配股等除权除息事项，上述拟减持股份数量将相应进行调整，但减持股份占公 司总股本的比例不变 ...

Group 1 - The PET copper foil concept stocks are experiencing a significant rise, with major players like Dazhongnan (002263) and Hongtian Co., Ltd. (603800) hitting the daily limit up [1] - Yinglian Co., Ltd. (002846) has seen an increase of over 8%, indicating strong market interest [1] - Other companies such as Zhongyi Technology (301150) and Dongfeng Group (601515) are also following the upward trend [1]

中一科技（301150）公告，公司股票连续三个交易日内日收盘价格涨幅偏离值累计超过30%，属于股票 交易异常波动的情形。公司目前经营正常，近期公司经营情况及内外部经营环境未发生重大变化。公 司、控股股东和实际控制人不存在其他关于本公司的应披露而未披露的重大事项或处于筹划阶段的重大 事项。控股股东、实际控制人在股票异常波动期间不存在买卖公司股票的情形。 ...

证券代码：301150 证券简称：中一科技 公告编号：2025—042 湖北中一科技股份有限公司 股票交易异常波动公告 三、是否存在应披露而未披露信息的说明 1 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、股票交易异常波动的具体情况 湖北中一科技股份有限公司（以下简称"公司"、"本公司"）（证券简称：中 一科技，证券代码：301150）于 2025 年 6 月 18 日、2025 年 6 月 19 日、2025 年 6 月 20 日连续三个交易日内日收盘价格涨幅偏离值累计超过 30%。根据《深圳证券交易 所交易规则》的有关规定，属于股票交易异常波动的情形。 二、公司关注并核实的相关情况说明 针对公司股票交易异常波动，公司董事会对公司及公司控股股东、实际控制人就 相关事项进行核实，现将有关情况说明如下： 1、前期披露的信息不存在需要更正、补充之处； 2、公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较大 影响的未公开重大信息； 3、公司目前经营正常，近期公司经营情况及内外部经营环境未发生重大变化； 4、公司、控股股东和实际控制人不存在其他关 ...

证券代码：301150 证券简称：中一科技 公告编号：2025—041 1 1、名 称：湖北中一科技股份有限公司 2、统一社会信用代码：91420923665482649P 3、类 型：其他股份有限公司（上市） 4、住 所：云梦县经济开发区梦泽大道南 47 号 5、法定代表人：汪晓霞 6、注册资本：贰亿叁仟叁佰贰拾叁万叁仟肆佰陆拾柒圆人民币 7、成立日期：2007 年 9 月 13 日 8、经营范围：铜箔、锂电池及相关新材料和设备的研发、制造、销售与服务。 （上述经营范围中涉及行政审批的凭相关批准文件或有效许可证经营） 二、备查文件 湖北中一科技股份有限公司营业执照。 湖北中一科技股份有限公司 关于完成工商变更登记的公告 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。 湖北中一科技股份有限公司（以下简称"公司"）于 2025 年 4 月 23 日召开第三 届董事会第二十次会议、于 2025 年 5 月 15 日召开 2024 年年度股东大会，审议通过 了《关于变更公司注册资本及修订〈公司章程〉并办理工商变更登记的议案》，同意 公司变更注册资本及对《湖北中一科技 ...

Industry Overview - The PET copper foil sector is experiencing active performance, with notable stock increases for companies like Nord Shares and Yinglian Shares [1] - PET copper foil utilizes a "sandwich" structure, incorporating high polymer materials like PET as the intermediate substrate, with metal layers deposited on both sides, representing dual innovation in materials and production processes [1] - The main new technology routes for composite copper foil include one-step and two-step methods, with the one-step chemical deposition wet method showing significant advantages in production costs and fixed asset investment, as well as high product yield [1] - The rapid development of downstream industries such as new energy vehicles and energy storage is driving continuous demand for high-performance battery materials [1] Market Potential - As a lithium battery anode collector material, PET copper foil can reduce battery weight and enhance energy density, leading to an expanding market demand [1] - According to Chuan Cai Securities, if the penetration rate of composite copper foil reaches 20% by 2025, with global lithium battery shipments reaching 2000 GWh, the market space for PET composite copper foil is expected to reach 26.8 billion yuan by 2025 [1] Company Insights - Citic Securities anticipates a "stable growth period" for the composite collector industry from the second half of 2023 to the first half of 2024, marking it as the best allocation period for the industry [2] - Guojin Securities believes that composite copper foil is a rare and highly potential new direction in lithium battery materials, expected to see explosive growth by 2025 [2] - Baoming Technology has a production yield of approximately 80% for its lithium battery composite copper foil products, which are currently undergoing sample certification [2] - Nord Shares focuses on the research, production, and sales of electrolytic copper foil for lithium-ion batteries, and is also developing composite foil materials [2] - Yinglian Shares has three production lines for composite copper foil, with one line already in operation and two additional water plating lines under commissioning [2] - Zhongyi Technology is in the process of constructing a PET copper foil production line and supplies lithium battery copper foil and standard copper foil to a subsidiary of CATL [2] - Tongguan Copper Foil is engaged in ongoing research for PET copper foil, with a focus on high-precision electronic copper foil manufacturing [3] - Defu Technology is in the pilot testing stage for a new coating process aimed at large-scale production of high-quality composite copper foil [3] - Jingwei Huikai plans to invest in a composite copper (aluminum) foil manufacturing project in the Dafeng Economic Development Zone [4] - Guanghua Technology's chemicals are utilized in both one-step and two-step processes for PET composite copper foil, with a unit value of approximately 1.5 yuan [4]

Group 1 - The PCB concept sector experienced a short-term surge, with notable stocks such as Nord Shares (600110) and Zhengye Technology (300410) hitting the daily limit up [1] - Zhongjing Electronics (002579) previously reached the limit up, while companies like Zhongyi Technology (301150) and Qiangli New Materials (300429) saw increases exceeding 10% [1] - Other companies including Defu Technology (301511), Jiangnan New Materials (603124), Jiayuan Technology, Guanghua Technology (002741), and Tianshan Electronics (301379) also followed the upward trend [1]

Core Viewpoint - The lithium battery copper foil industry is experiencing a rebirth driven by cost reduction and technological innovation after a challenging period of losses over the past two years [3][4]. Industry Overview - From 2014 to 2023, lithium battery copper foil sales surged from less than 50,000 tons to nearly 500,000 tons, with total industry capacity increasing by over 120% from 2022 to 2023 due to a production expansion initiated in 2020 [3][5]. - In 2023, China's lithium battery copper foil production capacity reached 950,000 tons, with a total electrolytic copper foil capacity of 1,563,000 tons per year [5]. Financial Performance - Major listed companies in the copper foil sector faced significant losses in 2024, with losses ranging from 84 million yuan to 352 million yuan [4][6]. - The overall product gross margin for the lithium battery copper foil sector plummeted from 20% in previous years to 4.84% in 2023, and further down to 0.14% in 2024 [6]. Recovery Signs - In Q1 2025, six out of the top ten listed companies in the copper foil sector reported positive net profit growth, indicating a potential turning point for the industry [7]. - Factors contributing to the recovery include cost reduction through optimized processes and an increase in the proportion of high-value-added products [4][7]. Market Dynamics - The market is transitioning towards thinner copper foils, with 6-micron copper foil currently being the mainstream product, while demand for even thinner products like 4.5-micron and 3-micron foils is increasing [4][11]. - The processing fee for lithium battery copper foil peaked in April 2022 but has since declined significantly, with expectations of stabilization in the near future [5][10]. Future Outlook - The industry anticipates a gradual improvement in supply-demand dynamics as low-end capacity is phased out and market consolidation occurs [6][10]. - The market for ultra-thin copper foils (less than 6 microns) is expected to grow, with projections indicating that their market share could rise from 15% to 30-40% by the end of 2025 [11][12].