（文章来源：证券日报） 证券日报网讯 1月8日，瑞泰新材发布公告称，控股股东江苏国泰拟将其持有的公司80000000股A股股票 及孳息质押给中信证券，用于非公开发行可交换公司债券担保，质押后占其持股16%，占公司总股本 10.91%。 ...

证券代码：301238 证券简称：瑞泰新材 公告编号：2026-001 江苏瑞泰新能源材料股份有限公司 关于控股股东非公开发行可交换公司债券 拟办理部分股份质押登记的公告 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。 私募债质押专户"。 3、江苏国泰与中信证券将向结算公司申请在本期债券发行前办理初始数量 标的股票的质押担保登记，江苏国泰拟将其持有的本公司80,000,000股股票自其 证券账户划入质押专户。 江苏瑞泰新能源材料股份有限公司（以下简称"公司"或"本公司"）控股 股东江苏国泰国际集团股份有限公司（以下简称"江苏国泰"）拟以所持有的部 分本公司 A 股股票（股票代码：SZ301238）为标的，面向专业投资者非公开发行 可交换公司债券，已取得深圳证券交易所出具的《关于江苏国泰国际集团股份有 限公司非公开发行可交换公司债券符合深交所挂牌条件的无异议函》（深证函 〔2025〕1265 号），详见公司于 2025 年 12 月 19 日在巨潮资讯网披露的《关于 控股股东拟非公开发行可交换公司债券获得无异议函的公告》（公告编号： 2025-069）。 202 ...

Core Viewpoint - The company is facing significant challenges in its electrolyte business, with a notable decline in market share and performance compared to peers, prompting inquiries about strategies to reverse this trend and enhance competitiveness [1]. Group 1: Business Performance and Strategy - The company's electrolyte business has seen a decline in market share, dropping from the top three in the industry to eighth place, with performance lagging behind competitors [1]. - The company is actively working on ramping up production and customer certification for its new projects in Zigong and Quzhou [1]. - The company is committed to ongoing research and development in lithium-ion battery electrolytes and new battery materials, with some new lithium salt products already achieving bulk sales in solid-state lithium-ion batteries [1]. Group 2: Competitive Measures and Market Adaptation - Future plans include expanding product varieties, optimizing technical services, and enhancing global business outreach while strengthening collaborations with domestic and international clients and suppliers [1]. - The company aims to deepen strategic partnerships with key raw material suppliers to improve supply chain stability and competitiveness [1]. - Efforts will be made to refine procurement processes, develop new qualified suppliers, and conduct market price research to optimize purchasing costs [1].

Group 1: Lithium Carbonate Market - The spot price for high-quality lithium carbonate on December 25 is between 116,000-117,200 CNY/ton, down 250 CNY from the previous working day [1] - Battery-grade lithium carbonate is priced between 114,500-117,200 CNY/ton, a decrease of 400 CNY from the previous working day [1] - Industrial-grade lithium carbonate is priced between 112,000-114,000 CNY/ton, down 250 CNY from the previous working day [1] Group 2: Lithium Futures and Production - On December 25, the main contract for lithium futures initially fell but narrowed its daily decline to 0.6%; the minimum opening order quantity for related contracts will increase from 1 to 5 contracts starting December 26 to curb excessive speculation [1] - Global lithium battery production from January to November 2025 reached 2,058.44 GWh, a year-on-year increase of 48.59%; cumulative production of global energy storage batteries was 535.98 GWh, up 64.14% year-on-year [1] Group 3: Strategic Partnerships and Projects - CATL signed a five-year supply contract with South Korean electrolyte manufacturer Enchem for a total of 350,000 tons, averaging 70,000 tons per year; the contract is valued at approximately 1.5 trillion KRW, equivalent to about 7.268 billion CNY, which is over four times Enchem's sales in 2024, marking the largest single customer order in the company's history [1] - Guocheng Mining's subsidiary, Guocheng Lithium Industry, has completed 90% of the main structure for its 200,000-ton lithium salt project, with equipment installation over halfway done; the project is expected to be completed by February 2026 and will become China's largest single lithium salt production base upon full operation [2] - Haike New Energy signed a strategic cooperation and raw material supply agreement with Hunan Faenlight New Energy Technology Co., Ltd. for the purchase of 270,000 tons of electrolyte solvents and additives from January 1, 2026, to December 31, 2028 [2] - Dazhong Mining reported that the Sichuan Jiada lithium mine's first mining area has proven lithium carbonate equivalent reserves of approximately 1.4842 million tons, with an overall planned mining scale of 2.6 million tons per year, capable of producing about 50,000 tons of lithium carbonate equivalent annually [2] - Ruikang New Materials stated that due to strong demand for lithium-ion batteries, some raw material prices have risen, and the company is gradually increasing its battery material prices while actively expanding and servicing high-quality global customers [2] Group 4: Industry Collaborations - Zhongwei Co., Ltd. signed a strategic cooperation framework agreement with Xinwangda to establish a deep strategic partnership for the joint development of solid-state battery application series new energy battery materials, promoting the industrialization of these materials [3]

Group 1 - The core viewpoint of the article highlights the strong demand for lithium-ion batteries and the rising prices of certain raw materials, which is leading to an increase in battery material prices for the company [1] - The company is actively seeking to expand and serve high-quality global customers, aligning with customer needs and continuously optimizing its customer structure to enhance its development momentum [1]

证券日报网讯12月23日，瑞泰新材（301238）在互动平台回答投资者提问时表示，2024年公司全资子公 司上海树培新能源材料有限公司参与了合源锂创(苏州)新能源科技有限公司Pre-A轮融资，目前持股比 例为1.78194%。 ...

证券日报网讯 12月23日晚间，瑞泰新材发布公告称，公司第二届董事会第二十次（临时）会议审议通 过《关于公司及控股子公司拟开展以套期保值为目的远期结售汇业务的议案》等多项议案。 （文章来源：证券日报） ...

Core Viewpoint - Jiangsu Ruitai New Material Co., Ltd. plans to conduct forward foreign exchange settlement and sales business in 2026 to mitigate foreign exchange fluctuation risks, with a transaction limit not exceeding 20 million USD [1][2]. Business Background - The company and its subsidiaries primarily use foreign currencies such as USD and EUR for import and export transactions, making them susceptible to exchange rate fluctuations that could impact operational stability [2]. - To lock in exchange costs and enhance financial stability, the company has decided to use forward foreign exchange tools for hedging against currency risks [2]. Key Business Elements Overview - The forward foreign exchange business will adhere to the principles of "risk hedging and acting within capacity," with a total transaction amount not exceeding 20 million USD for 2026, and any balance at any time not exceeding this limit [3]. - The company will enter into forward foreign exchange contracts with banks, specifying currency, amount, exchange rate, and delivery period, ensuring alignment with actual foreign exchange income and expenditure [3]. - A comprehensive risk prevention system has been established to address potential market and liquidity risks, including dynamic adjustment of trading strategies based on exchange rate trends and prioritizing simple, liquid trading products [3]. Regulatory and Compliance Attitude - The sponsor institution, CITIC Securities, affirmed that the decision-making process for this business is legal and compliant, with sound internal controls, and that the forward foreign exchange business will help reduce the impact of exchange rate fluctuations on operational performance [4]. - The implementation of this business will strictly follow regulatory requirements and the company's management system, with timely information disclosure on relevant progress [4].

每经头条（nbdtoutiao）——地产"优等生"受困20亿元到期债务，首次债务展期仍在博弈，明年还有超 百亿元公开债到期 2025年1至6月份，瑞泰新材的营业收入构成为：化工新材料占比100.0%。 （记者 曾健辉） 每经AI快讯，瑞泰新材（SZ 301238，收盘价：20.37元）12月23日晚间发布公告称，公司第二届第二十 次董事会临时会议于2025年12月23日以通讯表决的方式召开。会议审议了《关于制定〈会计师事务所选 聘制度〉的议案》等文件。 截至发稿，瑞泰新材市值为149亿元。 ...

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 及控股子公司拟开展以套期保值为目的 远期结售汇是指银行与客户签订远期结售汇合约，约定将来办理结售汇的外 汇币种、金额、汇率和期限，在到期日外汇收入或支出发生时，按照该远期结售 1 汇合同约定的币种、金额、汇率办理结售汇。交易对手为经监管机构批准、有远 期结售汇业务经营资格且履约能力良好的银行金融机构。 远期结售汇业务的核查意见 中信证券股份有限公司（以下简称"中信证券""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""公司"）首次公开发行股票并上 市的保荐人，根据《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 新材及控股子公司拟开展以套期保值为目的远期结售汇业务事项进行了核查，具 体情况如下： 一、开展远期结售汇情况概述 1、交易目的 公司及控股子公司进出口业务主要采用美元、欧元等外币进行结算，因此当 汇率出现较大波动时，不仅会影响公司进出口业务的正常进行，而且汇兑损益对 公司的经营业绩也会造成较大影响。为进一步提高公司应对外汇波动风险的能力， 降 ...