Group 1 - The State Council Information Office will hold a press conference to introduce the preparation status of the third China International Supply Chain Promotion Expo [1] - Domestic oil prices are expected to rise for the fifth time this year, with the new price adjustment window opening on June 17 [2] - A total of 11 companies will have their restricted shares unlocked today, with a total unlock volume of 911 million shares and a market value of 20.886 billion yuan [3] Group 2 - 27 companies have disclosed their stock repurchase progress, with 9 companies announcing new repurchase plans [4] - Among the newly announced repurchase plans, three companies have proposed repurchase amounts exceeding 100 million yuan [4] - Data on U.S. retail sales and capacity utilization for May will be released [5]

Summary of Key Points Core Viewpoint - Next week, 48 stocks will face lock-up expiration, with a total market value exceeding 45.4 billion yuan based on the latest closing prices [1][3]. Group 1: Lock-up Expiration Details - Diya Co., Ltd. will have 360 million shares released, primarily from original shareholders, with a market value of 11.203 billion yuan [1]. - Ruifeng New Materials will have 520 million shares released, also from original shareholders, with a market value of 8.866 billion yuan [1]. - Compared to these, companies like Allwinner Technology, Hengtou Kaineng, Xicai Technology, ST Tongpu, Boji Medical, Fujida, and Qingdao Food have relatively small lock-up pressures, each under 10 million yuan [1]. Group 2: Lock-up Ratio and Performance - Diya Co., Ltd., Fengguang Co., Ltd., Mengtian Home, Ruifeng New Materials, and Wanda Bearings have lock-up ratios exceeding 50%, with Diya Co., Ltd. having the highest at 90% [1]. - Among the 48 stocks facing lock-up expiration, 12 reported net profit losses in the first quarter, with Jidong Cement showing the largest loss of 873 million yuan [3][4]. - The average stock price of the 48 stocks has increased by 2.07% since June, with Xicai Technology, Guorui Technology, Baicheng Medical, and Wanda Bearings showing significant price increases of 32%, 17.56%, 10.77%, and 10.25% respectively [3][4]. Group 3: Future Projections - Jiutian Pharmaceutical has recently received institutional research, projecting a revenue growth of 10% to 20% for 2025, with a similar growth expectation for net profit [3]. - The lock-up expiration for Jidong Cement will involve 1.066 billion shares, accounting for 40.1% of the total share capital, with the release date set for June 16, 2025 [3].

Summary of Key Points Core Viewpoint - A total of 45 companies will have their restricted shares unlocked next week, with a combined market value of 45.288 billion yuan, indicating significant market activity and potential investment opportunities [1]. Group 1: Unlocking Schedule and Market Impact - The unlocking period is from June 16 to June 20, with June 17 being the peak day, where 13 companies will unlock shares worth a total of 23.657 billion yuan, accounting for 52.24% of the total unlocking value for the week [1]. - The top three companies by market value of unlocked shares are: Diya Co., Ltd. (11.203 billion yuan), Ruitai New Materials (8.866 billion yuan), and Jidong Cement (4.680 billion yuan) [1]. Group 2: Individual Company Unlocking Details - Jidong Cement will unlock 1.066 billion shares, Ruitai New Materials will unlock 520 million shares, and Diya Co., Ltd. will unlock 360 million shares [1]. - The detailed unlocking data for various companies includes the number of shares and their corresponding market values, with significant figures for companies like Jidong Cement and Ruitai New Materials [2].

Industry Overview - In the first four months of 2025, global sales of new energy vehicles reached 5.39 million units, a year-on-year increase of 29%, driving the installed capacity of power batteries to approximately 285.1 GWh, which represents a 36% year-on-year growth. China's power battery installed capacity accounted for 60.9% of the global total, with six out of the top ten companies being Chinese. The highest growth rate was seen in Honeycomb Energy, which increased by 68% year-on-year. The global installed capacity of lithium iron phosphate power batteries grew by 63% year-on-year, primarily driven by the continuous growth in the installation of lithium iron phosphate power batteries in China [2]. Company Developments - Ruite New Materials announced that its solid-state battery electrolyte materials have begun to generate sales, although the revenue share remains small. The company collaborates with several domestic and international solid-state lithium-ion battery enterprises, but the solid-state battery technology, product, and business routes still require further development [4]. - Hicharge Energy announced the mass production of the world's first 1,000 Ah long-duration energy storage battery, the ∞Cell 1175Ah, marking a new phase in the large-scale application of long-duration energy storage [6]. - Zhengli New Energy's 25 GWh automotive power lithium battery project at the Galaxy B District base has been capped, with the first phase expected to commence production in the fourth quarter of 2025. The total investment for this project is 10 billion yuan, covering an area of 800 acres with a building area of 650,000 square meters [8]. - Tinci Materials announced an investment agreement with the Kingdom of Morocco to build an integrated production base for electrolytes and raw materials, with an annual production capacity of 150,000 tons of electrolyte products. The total investment is expected to be approximately 2.8 million USD [11]. Strategic Partnerships - Tailan New Energy and Nandu Power signed a cooperation agreement for "super safe energy storage application scenarios" in Shanghai, aiming to integrate Tailan's Safe+ solutions with Nandu's energy storage system technology to establish a new benchmark for safety in the energy storage industry [10]. - EcoPro BM, a South Korean battery materials manufacturer, announced the suspension of its CAD 1.2 billion (approximately 6.3 billion yuan) battery materials factory construction project in Quebec, Canada, due to uncertainties in the electric vehicle and battery industry, particularly challenges posed by U.S. tariff policies [13].

证券代码：301238 证券简称：瑞泰新材 公告编号：2025-031 江苏瑞泰新能源材料股份有限公司 关于部分首次公开发行前已发行股份上市流通的提示性公告 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。 特别提示： 1、本次上市流通的限售股份为江苏瑞泰新能源材料股份有限公司（以下简称 "公司""瑞泰新材"）部分首次公开发行前已发行股份，限售期为自股票上市之日起 36 个月。 2、本次解除限售的户数为 2 户，股份数量合计为 520,000,000 股，占公司总股 本的 70.91%。 3、本次解除限售的股份上市流通日期为 2025 年 6 月 17 日（星期二）。 一、首次公开发行前已发行股份概况及股份变动情况 （一）公司首次公开发行股票情况 经中国证券监督管理委员会《关于同意江苏瑞泰新能源材料股份有限公司首 次公开发行股票注册的批复》（证监许可[2022]541 号）同意，公司首次公开发行 新股 183,333,300 股，于 2022 年 6 月 17 日在深圳证券交易所上市交易。 首次公开发行前公司总股本为 550,000,000 股，首次公开发行股票 ...

中信证券股份有限公司 关于江苏瑞泰新能源材料股份有限公司 部分首次公开发行前已发行股份上市流通的核查意见 中信证券股份有限公司（以下简称"中信证券"或"保荐人"） 作为江苏 瑞泰新能源材料股份有限公司（以下简称"瑞泰新材"或"公司"） 首次公开 发行股票并在创业板上市的保荐人，根据《证券发行上市保荐业务管理办法》《深 圳证券交易所创业板股票上市规则》《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》 等有关规定， 对瑞泰新材部分首次公开发 行前已发行股份上市流通事项进行了审慎核查并出具本核查意见如下： 一、首次公开发行前已发行股份概况及股份变动情况 （一）公司首次公开发行股票情况 经中国证券监督管理委员会《关于同意江苏瑞泰新能源材料股份有限公司首 次公开发行股票注册的批复》（证监许可[2022]541 号）同意，公司首次公开发 行新股 183,333,300 股，于 2022 年 6 月 17 日在深圳证券交易所上市交易。 首次公开发行前公司总股本为 550,000,000 股，首次公开发行股票完成后， 公司总股本为 733,333,300 股，其中无限售条件的流通股票数量为 144, ...

证券代码：301238 证券简称：瑞泰新材 公告编号：2025-030 江苏瑞泰新能源材料股份有限公司 1、产品本金及收益风险：本产品有投资风险，风险评级为 PR1,PR2,PR3 的产品只 保障本金及最低预期年化收益，风险评级为 PR4,PR5 的产品只保障本金，所有产品均 不保证最高预期年化收益，公司应充分认识投资风险，谨慎投资。 2、市场风险：公司的收益与挂钩指标在观察期内的表现挂钩，若观察期内挂钩指 标波动幅度较大，以致曾达到或曾突破预设区间上限或下限，则公司可能仅能获得较 低收益水平。 关于使用暂时闲置募集资金进行现金管理的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 江苏瑞泰新能源材料股份有限公司（以下简称"公司"或"瑞泰新材"）于 2024 年 8 月 22 日召开第二届董事会第九次会议及第二届监事会第六次会议，并于 2024 年 9 月 10 日召开 2024 年第二次临时股东大会，审议通过了《关于使用暂时闲置募集资金 进行现金管理的议案》，公司（含子公司）在确保不影响募集资金投资项目建设，并 有效控制风险的前提下，拟使用额度不超过 ...

证券代码：301238 证券简称：瑞泰新材 公告编号：2025-029 江苏瑞泰新能源材料股份有限公司 关于使用暂时闲置募集资金进行现金管理的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 江苏瑞泰新能源材料股份有限公司（以下简称"公司"或"瑞泰新材"）于 2024 年 8 月 22 日召开第二届董事会第九次会议及第二届监事会第六次会议，并于 2024 年 9 月 10 日召开 2024 年第二次临时股东大会，审议通过了《关于使用暂时闲置募集资金 进行现金管理的议案》，公司（含子公司）在确保不影响募集资金投资项目建设，并 有效控制风险的前提下，拟使用额度不超过人民币 220,000 万元（含本数）的暂时闲 置募集资金（含利息）进行现金管理，资金自股东大会审议通过之日起 12 个月内滚动 使用，期限内任一时点的交易金额（含前述投资的收益进行再投资的相关金额）不超 过审议额度，单个产品使用期限不超过 12 个月。该议案详细内容见 2024 年 8 月 24 日 公司指定信息披露网站巨潮资讯网 http://www.cninfo.com.cn 《瑞泰新材： ...

证券代码：301238 证券简称：瑞泰新材 公告编号：2025-028 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。 二、权益分派方案 本公司 2024 年年度权益分派方案为：以公司现有总股本 733,333,300 股为基 数，向全体股东每 10 股派 1.000000 元人民币现金（含税；扣税后，通过深股通 持有股份的香港市场投资者、QFII、RQFII 以及持有首发前限售股的个人和证券 投资基金每 10 股派 0.900000 元；持有首发后限售股、首发后可出借限售股、股 权激励限售股及无限售流通股的个人股息红利税实行差别化税率征收，本公司暂 不扣缴个人所得税，待个人转让股票时，根据其持股期限计算应纳税额【注】： 持有首发后可出借限售股、首发后限售股、股权激励限售股及无限售流通股的证 券投资基金所涉红利税，对香港投资者持有基金份额部分按 10%征收，对内地投 资者持有基金份额部分实行差别化税率征收）。 【注：根据先进先出的原则，以投资者证券账户为单位计算持股期限，持股 年（含 1 年）的，每 10 股补缴税款 0.100000 元；持股超过 1 年的， ...

证券代码：301238 证券简称：瑞泰新材 公告编号：2025-028 江苏瑞泰新能源材料股份有限公司 2024 年度分红派息实施公告 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。 一、股东大会审议通过利润分配方案等情况 江苏瑞泰新能源材料股份有限公司（以下简称"公司"、"本公司"）2024 年年度利润分配方案已获2025年5月16日召开的2024年度股东大会审议通过。 1、本公司 2024 年度利润分配方案为：拟以公司现有总股本 733,333,300 股 为基数，向全体股东每 10 股派发现金股利 1.00 元（含税），合计派发现金股利 73,333,330.00 元（含税），剩余未分配利润结转入下一年度。本年度不送红股， 不进行公积金转增股本。若未来在分配方案发布后至实施前发生总股本变动的情 况，公司 2024 年度利润分配按照"分红比例不变"的原则（每 10 股派发现金股 利 1.00 元（含税），不送红股，不实施资本公积金转增股本）进行分配，根据股 本总额调整分红现金总额。 2、自分配方案披露至实施期间公司股本总额未发生变化。 3、本次实施的分配方 ...