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]

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].

证券代码：301150 证券简称：中一科技 湖北中一科技股份有限公司 3、公司是否有并购重组计划 答：尊敬的投资者，您好！公司围绕能源结构转型及人工智 能兴起的宏观背景，深入挖掘新能源汽车、储能、数据中心、低 空经济等生态化发展对铜箔行业所带来的需求潜力，保持主业稳 步增长。优化公司产品整体价值链，在前端与后端持续关注下游 应用领域的发展，发挥自身资源优势，优化产业布局，通过合作、 投资、并购等多种方式，培育新的业务增长点，提升公司核心竞 争力。未来公司如有相关计划，将会严格按照法律法规的规定及 时履行信息披露义务。感谢您的关注。 4、公司的铜箔产品加工费在第二季度有没有增加呢？ 答：尊敬的投资者，您好！公司铜箔产品的销售加工费定价 遵循市场化原则，受原材料成本、供需关系及行业竞争格局等多 重因素影响。第二季度以来，公司销售加工费呈现持续回升态势， 公司产品加工费将根据市场动态灵活调整。具体财务数据请以公 司定期报告披露的为准。感谢您的关注。 5、公司去年投资一个亿在云梦基地建设 AI 铜箔生产线，可以 详细介绍下情况吗?目前 AI 铜箔的客户有哪些?是否间接为英伟 达供货? 答：尊敬的投资者，您好！公司坚持 ...

为进一步加强与投资者的互动交流，湖北中一科技股份有限公司（以下简称 "公司"）将参加由湖北证监局、湖北省上市公司协会与深圳市全景网络有限公司 联合举办的"2025 年湖北辖区上市公司投资者集体接待日活动"，现将相关事项公 告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （http://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP，参与 本次互动交流，活动时间为 2025 年 6 月 12 日（周四）14:00-16:40。届时公司董事 长汪晓霞女士，董事、总经理程世国先生，董事、财务负责人蔡利涛先生，副总经 理、董事会秘书金华峰先生将在线就公司 2024 年度业绩、公司治理、发展战略、经 营状况和可持续发展等投资者关心的问题，与投资者进行沟通与交流，欢迎广大投 资者踊跃参与！ 特此公告。 湖北中一科技股份有限公司 2025年6月5日 湖北中一科技股份有限公司 关于参加湖北辖区上市公司2025年 投资者网上集体接待日活动的公告 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。 证券代码：301150 证券简称 ...

Investment Rating - The report maintains a "Recommendation" rating for the electric vehicle industry, expecting the industry index to outperform the benchmark index by more than 5% in the next 3-6 months [18]. Core Insights - In May 2025, new energy vehicle deliveries from various manufacturers totaled 311,797 units, representing a year-on-year increase of 53% and a month-on-month increase of 41%. Zeekr led the sales with 46,538 units, showing a year-on-year increase of 150% and a month-on-month increase of 239% [5]. - Cumulative deliveries of new energy vehicles from domestic manufacturers reached 1,143,627 units by May 2025, reflecting a year-on-year increase of 327% [5]. - The report highlights that battery components are the most valuable parts of electric vehicles, suggesting a focus on upstream supply chains due to stable delivery growth from new energy vehicle manufacturers [5]. Summary by Sections Industry Basic Data - The electric vehicle industry comprises 300 listed companies with a total market capitalization of 48,588.68 billion and a circulating market capitalization of 42,362.62 billion [2]. Relative Index Performance - The absolute performance of the industry over the past month is 2.5%, with a 6-month performance of -8.5% and a 12-month performance of 3.3%. The relative performance shows a 0.6% increase over the past month, a -6.5% decrease over 6 months, and a -3.5% decrease over 12 months [3]. Delivery Performance - The report details the delivery performance of various new energy vehicle manufacturers in May 2025, with significant year-on-year growth for brands like Xiaopeng (230%), Li Auto (17%), and others, indicating a robust market demand [5].