证券代码：301358 证券简称：湖南裕能 公告编号：2025-071 湖南裕能新能源电池材料股份有限公司 关于部分生产线检修的公告 本次检修预计减少公司磷酸盐正极材料产品产量 1.5—3.5 万吨，预计不会对 公司 2026 年经营业绩产生重大影响。敬请广大投资者注意投资风险。 特此公告。 湖南裕能新能源电池材料股份有限公司 董事会 二〇二五年十二月二十五日 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。 湖南裕能新能源电池材料股份有限公司（以下简称"公司"）从年初至今产能 利用率超 100%，为维护设备正常运行和安全稳定生产，保障公司产品质量，公 司拟对部分生产线进行检修，检修时间从 2026 年 1 月 1 日起，预计一个月。 ...

2025年12月22日，广州期货交易所发布《关于调整碳酸锂期货指定交割库的公告》（广期所发〔2025〕 431号），决定新增公司为碳酸锂期货交割厂库。 本次公司被广州期货交易所指定为碳酸锂交割厂库有利于将现货市场、期货市场、交割厂库三者有机结 合，进一步增强公司的抗风险能力和市场竞争力，将对公司未来拓展业务渠道和提高盈利水平产生积极 作用。 特此公告。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：301358 证券简称：湖南裕能 公告编号：2025-070 湖南裕能新能源电池材料股份有限公司 关于申请广州期货交易所碳酸锂指定交割厂库的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 湖南裕能新能源电池材料股份有限公司（以下简称"公司"）于2024年4月18日召开第二届董事会第三次 会议，审议通过了《关于申请广州期货交易所碳酸锂指定交割厂库的议案》，同意公司及子公司向广州 期货交易所申请碳酸锂指定交割厂库的资质，授权公司经营管理层向广州期货交易所提交申请材料，并 办理相关事宜。 湖南裕能新能源电池材料股份有限公司 董事会 二〇二五年十二月 ...

Group 1 - Jizhi Co., Ltd. plans to acquire at least 51% equity in Pumai Technology through cash payment, aiming to gain control over the company, which is a leading enterprise in the field of robot performance testing and calibration in China [1] - Yaxing Chemical's subsidiary intends to transfer 7.14% equity for 60 million yuan to another fund under the same control, indicating strategic investment movements within the same management group [2] - Weigao Bio's application for clinical trials of subcutaneous human immunoglobulin has been accepted by the National Medical Products Administration, targeting primary immunodeficiency diseases [3] Group 2 - Sentai Co., Ltd.'s controlling shareholder plans to increase shareholding by at least 100 million yuan within 12 months, aiming to enhance confidence in the company's future [4] - Health元's subsidiary has received acceptance for the marketing authorization application of Lecanemab injection, which is intended for moderate to severe plaque psoriasis patients [5][11] - Sunshine Nuohuo has signed a technical development contract for the STC008 injection project, with a total payment of 500 million yuan, indicating significant investment in cancer treatment [6] Group 3 - Hunan YN has been designated as a delivery warehouse for lithium carbonate by the Guangzhou Futures Exchange, enhancing its position in the lithium market [7] - Tianji Co., Ltd. is pushing for the industrialization of lithium sulfide material preparation, although it faces risks in commercialization [8] - Yuandong Bio has received FDA approval for Methylene Blue injection, expanding its product portfolio in the U.S. market [10] Group 4 - Nanshan Aluminum has established a wholly-owned subsidiary in Hainan with an investment of 5 million yuan, focusing on high-end aluminum products [13] - ST Xifa plans to acquire 50% equity in Lhasa Beer, aiming for full ownership, with the transaction currently in the planning stage [14] - Hengrui Medicine's SHR-A1904 injection has been included in the list of breakthrough therapy products, indicating its potential in treating advanced gastric cancer [12] Group 5 - Chengdu Gas is planning to merge three subsidiaries, streamlining operations and enhancing efficiency [26] - Baoli Electric intends to invest 50 million yuan to establish a wholly-owned subsidiary focused on key equipment and solutions in energy storage [27] - Huadian International has successfully put the second unit of its Longkou Phase IV project into commercial operation, marking a significant milestone in its energy production capacity [34]

格隆汇12月24日丨湖南裕能(301358.SZ)公布，2025年12月22日，广州期货交易所发布《关于调整碳酸 锂期货指定交割库的公告》（广期所发〔2025〕431号），决定新增公司为碳酸锂期货交割厂库。本次 公司被广州期货交易所指定为碳酸锂交割厂库有利于将现货市场、期货市场、交割厂库三者有机结合， 进一步增强公司的抗风险能力和市场竞争力，将对公司未来拓展业务渠道和提高盈利水平产生积极作 用。 ...

Core Viewpoint - Lithium prices have reached new highs, with carbonate lithium prices continuing to rise, indicating strong demand and cost pressures in the lithium battery supply chain [3][4]. Price Trends - As of December 22, the CIF price of spodumene concentrate (SC6) is between $1,250 and $1,330 per ton, averaging $1,290, which is a nearly 20% increase (17.3%) from two weeks prior [3]. - The spot price of battery-grade lithium carbonate is between 95,000 and 102,000 yuan per ton, averaging approximately 98,000 yuan, reflecting an 8% increase from two weeks ago [3]. Cost Impact on Phosphate Iron Lithium - A rise of 10,000 yuan per ton in lithium carbonate increases the cost of phosphate iron lithium cathode materials by approximately 2,300 to 2,500 yuan per ton [4]. - The current lithium carbonate prices exceed the tolerable range for downstream material companies, prompting major phosphate iron lithium manufacturers to raise processing fees starting January 2026 [4]. Price Negotiations and Market Dynamics - Domestic phosphate iron lithium manufacturers are engaged in price negotiations with downstream battery cell manufacturers, with the first round of negotiations yet to conclude for many material suppliers [4]. - The recent price increase in phosphate iron lithium is attributed to rising upstream material costs, a recovery in market demand in the second half of the year, and a structural shortage of high-end products [5]. Demand Drivers - The demand for phosphate iron lithium products is significantly increasing, particularly from the energy storage market, driven by technological advancements and supportive policies [5]. - Companies like Hunan Youneng and Wanrun New Energy report strong demand from energy storage and power battery sectors [5]. Competitive Landscape - The phosphate iron lithium industry has faced prolonged low-price competition, leading to some manufacturers accepting lower prices to secure orders from battery factories [6]. - The average price of phosphate iron lithium materials fell from 173,000 yuan per ton at the end of 2022 to 34,000 yuan per ton by August 2025, marking an 80.2% decline [6]. Industry Cost Structure - The China Chemical and Physical Power Industry Association has established an average cost range for the industry between 15,714.8 yuan and 16,439.3 yuan per ton, urging member companies to avoid low-price sales that breach cost lines [7]. - The association's recommendations aim to mitigate the adverse effects of irrational competition and ensure sustainable industry development [7]. Future Production Strategies - Phosphate iron lithium companies are adopting a cautious approach to capacity expansion, with many firms indicating a slowdown in production growth due to previous losses [8]. - Companies are focusing on technological innovation and comprehensive strength in the supply chain as key factors for future competitive dynamics [9].

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：301358 证券简称：湖南裕能 公告编号：2025-070 湖南裕能新能源电池材料股份有限公司 关于申请广州期货交易所碳酸锂指定交割厂库的进展公告 湖南裕能新能源电池材料股份有限公司 二〇二五年十二月二十四日 湖南裕能新能源电池材料股份有限公司（以下简称"公司"）于 2024 年 4 月 18 日召开第二届董事会第三次会议，审议通过了《关于申请广州期货交易所 碳酸锂指定交割厂库的议案》，同意公司及子公司向广州期货交易所申请碳酸锂 指定交割厂库的资质，授权公司经营管理层向广州期货交易所提交申请材料，并 办理相关事宜。 1 2025 年 12 月 22 日，广州期货交易所发布《关于调整碳酸锂期货指定交割 库的公告》（广期所发〔2025〕431 号），决定新增公司为碳酸锂期货交割厂库。 本次公司被广州期货交易所指定为碳酸锂交割厂库有利于将现货市场、期货 市场、交割厂库三者有机结合，进一步增强公司的抗风险能力和市场竞争力，将 对公司未来拓展业务渠道和提高盈利水平产生积极作用。 特此公告。 董事会 ...

Group 1 - Lithium prices have reached new highs, with lithium carbonate prices increasing by nearly 20% in two weeks, averaging around 1290 USD per ton, while battery-grade lithium carbonate prices rose by 8% to approximately 98,000 CNY per ton [1] - The rising cost of lithium carbonate, a key raw material for lithium iron phosphate (LFP), has led to increased processing fees for LFP manufacturers, with companies like Hunan Youneng raising fees by 3000 CNY per ton [2][3] - The demand for LFP products is surging, particularly in the energy storage and power battery sectors, driven by technological advancements and supportive policies [4] Group 2 - The LFP industry has faced a prolonged period of low-price competition, with prices dropping from 173,000 CNY per ton to 34,000 CNY per ton, a decline of 80.2%, resulting in continuous losses for over 36 months [3][5] - The China Chemical and Physical Power Industry Association has set an average cost range for LFP materials between 15,714.8 CNY and 16,439.3 CNY per ton, urging member companies to avoid low-price sales and to be cautious with capacity expansion [5] - Future competition in the LFP industry will increasingly depend on companies' technological innovation capabilities and overall strength in the supply chain [5]

每经AI快讯，有投资者在投资者互动平台提问：请问黄家坡的磷矿，开始批量生产顺利出货了吗？明 年扩产新增的磷酸铁锂产能大概有多少万吨/年？ 湖南裕能（301358.SZ）12月24日在投资者互动平台表示，自取得黄家坡磷矿采矿权证以来，公司有序 推进矿山建设，目前整体进展较为顺利，今年四季度陆续出矿，从出矿到达产尚需经历爬坡期。 （文章来源：每日经济新闻） ...

Core Viewpoint - The lithium battery industry is experiencing significant growth in production and demand, with notable increases in both battery and phosphoric iron lithium cathode material output in November 2025 compared to the same period in 2024 [1][2]. Production - In November 2025, domestic battery production reached 176.3 GWh, marking a year-on-year increase of 49.66% and a month-on-month increase of 3.34% [1][2]. - The production of phosphoric iron lithium cathode materials in November 2025 was 26.89 million tons, reflecting a year-on-year growth of 29.43% and a month-on-month growth of 0.75%, with a capacity utilization rate of 62.53% [1][2]. Pricing - The price of industrial-grade lithium carbonate rose to 101,000 yuan per ton as of December 19, 2025, with a weekly increase of 7.44% [3]. - The price of phosphoric iron lithium (power type) remained stable at 39,100 yuan per ton as of December 19, 2025 [3]. - The average price of square phosphoric iron lithium energy storage cells remained stable, with prices reported at 0.385, 0.310, and 0.310 yuan/Wh for different capacities [3]. Demand - In November 2025, the monthly shipment of phosphoric iron lithium batteries reached 75.3 GWh, a year-on-year increase of 43.62% and a month-on-month increase of 11.56%, setting a new high for the year [4]. - The monthly shipment of ternary power batteries was 18.2 GWh, showing a year-on-year increase of 33.82% and a month-on-month increase of 10.30% [4]. - The export volume of Chinese power batteries in November 2025 was 21.2 GWh, a year-on-year increase of 69.60% and a month-on-month increase of 9.28% [4]. Investment Recommendations - The company suggests focusing on core enterprises in the battery sector that are leading in both domestic and overseas markets, particularly those with a collaborative layout in power batteries and energy storage [5]. - Companies to watch include CATL (300750.SZ), Yiwei Lithium Energy (300014.SZ), and others involved in lithium battery materials [5].

Core Viewpoint - The lithium battery sector has rebounded strongly after a two-month correction, with significant inflows of capital and a notable increase in stock prices, indicating a potential new upward trend for the industry [1][5]. Market Performance - As of December 23, the lithium battery concept index rose by 2.07%, with a net inflow of 5 billion in main capital, leading all sectors [1]. - The price of lithium carbonate futures surged by 5.96%, reaching 120,000 yuan/ton, marking a return to the high point seen in March 2024 [3]. Supply and Demand Dynamics - The recent price increase in lithium is attributed to a tight supply-demand balance, with domestic lithium carbonate production decreasing to a three-year low [7]. - In November 2025, domestic production of battery-grade lithium carbonate was approximately 66,000 tons, down 0.2% month-on-month, while imports of lithium carbonate fell by 7.6% [7]. - The demand for lithium remains robust, driven by the growth in the electric vehicle market, with November 2025 seeing production and sales of 1.88 million and 1.823 million units respectively, both up by over 20% year-on-year [7][8]. Price Trends and Industry Recovery - The price of battery-grade lithium carbonate has risen from 81,000 yuan/ton at the beginning of November to 92,000 yuan/ton by the end of the month, reflecting a monthly increase of 13.58% [5]. - The overall profitability of the lithium battery industry is recovering, with the net profit of 118 lithium battery concept stocks in the A-share market reaching 117.196 billion yuan in the first three quarters, a year-on-year increase of 26.97% [14]. Key Players and Financial Performance - Leading companies like Ganfeng Lithium reported a significant revenue increase of 44.1% year-on-year, with net profit soaring by 364.02% in the third quarter [15]. - Other companies such as Tianqi Lithium and Guoxuan High-Tech also reported substantial profit increases, indicating a positive trend across the sector [16]. Future Outlook - The global energy storage market is expected to see explosive growth, with predictions of lithium battery shipments reaching 580 GWh in 2025, a year-on-year increase of 65% [9]. - Major institutions are optimistic about the lithium battery sector, with forecasts suggesting a new upward cycle starting in 2026, driven by strong demand and favorable policies [18][19].