| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2026-02-25 | 301487 | 盟固利 | 22.21 | 13.00 | 288.73 招商证券股份有限 | | 华泰证券股份有限 | | | | | | | 公司西安北大街证 | | 公司天津东丽开发 | | | | | | | 券营业部 | | 区二纬路证券营业 | | | | | | | | | ar | | 2026-02-25 | 301487 | 盟固利 | 22.21 | 21.00 | 466.41 国泰海通证券股份 | | 华泰证券股份有限 | | | | | | | 有限公司深圳红荔 | | 公司天津东丽开发 | | | | | | | 西路证券营业部 | | 区二纬路证券营业 | | | | | | | | | 新 | | 2026-02-25 | 301487 | 盟固利 | 22.2 ...

2月24日，盟固利大宗交易成交16万股，成交额347.68万元，占当日总成交额的1.04%，成交价21.73元，较市场收盘价24.14 元折价9.98%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交全额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2026-02-24 | 301487 | 盟固利 | 21.73 | 16.00 | 347.68 | 机构专用 | 华泰证券股份有限 | | | | | | | | | 公司天津东丽开发 | | | | | | | | | 区二纬路证券营业 | | | | | | | | | ਸ਼ਹਿ | ...

Group 1 - The core transaction involved 470,000 shares of Mengguli, with a total transaction value of 10.152 million yuan, representing 2.91% of the total trading volume on that day [1][2] - The transaction price was 21.60 yuan per share, which is a discount of 9.7% compared to the market closing price of 23.92 yuan [1][2] - The buyer was an institutional investor, while the seller was Huatai Securities Co., Ltd., located in the Tianjin Dongli District [2]

Core Viewpoint - The article discusses the investment plans and market outlook for various lithium battery materials, highlighting the strategic focus on high-end segments and the expected growth in the lithium battery industry by 2025 [1][3]. Group 1: Investment Plans - The company Mengguli plans to invest 929 million yuan to establish a project with an annual production capacity of 30,000 tons of lithium-ion battery cathode materials, focusing on high-end niche markets [1]. - The project will be constructed in two phases, with a total of four production lines. The first phase involves an investment of 737 million yuan for one NCA production line (annual capacity of 10,000 tons) and one high-voltage cobalt acid lithium production line (annual capacity of 5,000 tons) [3]. - The second phase will invest 192 million yuan to build two production lines for ultra-high nickel ternary materials (total annual capacity of 15,000 tons) [3]. Group 2: Market Trends and Growth - The investment aligns with the industry's trend towards high-end products, with ultra-high nickel ternary materials targeting the mid-to-high-end power battery market and supporting the development of solid-state battery technology [3]. - The NCA materials aim to meet the demands of emerging applications such as electric tools and humanoid robots, reinforcing the company's leading position in these sectors [3]. - The company expects to achieve a net profit of 18 million to 23 million yuan in 2025, marking a turnaround from losses, driven by increased sales of NCA materials and high-voltage cobalt acid lithium [4]. Group 3: Technological Advancements - Mengguli has made significant progress in technology, with its new ultra-high nickel ternary materials featuring high capacity, low internal resistance, and long cycle life, having supplied over ten tons to key customers [4]. - In the high-voltage cobalt acid lithium sector, products with voltages of 4.50V and 4.53V have entered small-scale production, while higher voltage products are under development [4]. - The investment aims to address capacity shortfalls in high-value products, optimize product structure, and reduce reliance on mid-to-low-end products, thereby strengthening market position [4].

Group 1 - The core transaction involved 92,700 shares of Mengguli, with a total transaction value of 2,000,500 yuan, representing 0.67% of the total trading volume for the day [1][2] - The transaction price was 21.58 yuan per share, which is a discount of 10.01% compared to the market closing price of 23.98 yuan [1][2] - The buyer was an institutional investor, while the seller was Huatai Securities Co., Ltd., Tianjin Dongli Development District branch [2]

关于提前归还部分暂时补充流动资金的闲置募集资金的公告 证券代码：301487 证券简称：盟固利 公告编号：2026-018 天津国安盟固利新材料科技股份有限公司 2026 年 2 月 12 日，公司将用于暂时补充流动资金的闲置募集资金人民币 500,000.00 元提前归还至公司募集资金专项账户，此次归还的募集资金使用期 限未超过 12 个月。公司已将上述募集资金的归还情况通知了保荐机构及保荐代 表人。 截至本公告披露日，公司已累计归还暂时补充流动资金的闲置募集资金人 民币 3,400,000.00 元，用于暂时补充流动资金的闲置募集资金余额为人民币 59,179,835.62 元，公司未来将在规定期限内归还，并履行相关信息披露义务。 特此公告。 天津国安盟固利新材料科技股份有限公司董事会 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。 天津国安盟固利新材料科技股份有限公司（以下简称"公司"）于 2025 年 8 月 28 日召开第四届董事会第十二次会议，审议通过了《关于使用部分闲置募 集资金暂时补充流动资金的议案》，同意公司在保证不变相改变募集资金用途 且 ...

Core Insights - The block trade of Mengguli involved 470,000 shares with a transaction value of 10.0862 million yuan, accounting for 2.75% of the total trading volume on that day [1] - The transaction price was 21.46 yuan, representing a discount of 9.98% compared to the market closing price of 23.84 yuan [1]

Core Insights - The article discusses the investment by Tianjin Guoan Mengguli New Materials Technology Co., Ltd. in a project to produce 30,000 tons of lithium-ion battery cathode materials, with a total investment of 92,857.55 million yuan [2]. Group 1: Market Overview - The project will focus on three high-end products: 5,000 tons of high-voltage cobalt lithium, 10,000 tons of NCA (nickel-cobalt-aluminum lithium) materials, and 15,000 tons of ultra-high nickel ternary materials [2]. - High-voltage cobalt lithium is aimed at high-end consumer electronics and special power sources, while NCA materials are suitable for power tools, high-end home appliances, and humanoid robots [2]. - Ultra-high nickel ternary materials target the mid-to-high-end power battery market, all products are characterized by high added value and significant technical barriers, aligning with the trend towards high-end and refined development in lithium battery cathode materials [2]. Group 2: Project Risks - The project is expected to have a capacity ramp-up period, and the market prices for lithium-ion battery cathode materials are highly volatile [2]. - If the project's economic benefits do not meet expectations due to slower-than-anticipated production or price fluctuations, it may negatively impact the company's operating performance due to depreciation costs from new fixed assets [2].

Group 1 - The company, Tianjin Guoan Mengguli New Materials Technology Co., Ltd., plans to invest 928.5755 million yuan to construct a project for an annual production capacity of 30,000 tons of lithium-ion battery cathode materials, aiming to seize opportunities in the electric vehicle and emerging application sectors [1] - The project will be built in two phases, with a total expected capacity of 5,000 tons of high-voltage lithium cobalt oxide, 10,000 tons of NCA materials, and 15,000 tons of ultra-high nickel ternary materials upon completion [1] - The first phase involves an investment of 736.8629 million yuan, with a construction period of 21 months, establishing one NCA production line (10,000 tons/year) and one high-voltage lithium cobalt oxide production line (5,000 tons/year) [1] Group 2 - The expansion is a significant move by the company to respond to the national "dual carbon" goals and capitalize on the opportunities in the electric vehicle market, with global electric vehicle sales expected to reach 28.496 million units by 2026 [2] - The company's focus on high nickel ternary materials, NCA materials, and high-voltage lithium cobalt oxide products targets high-end new energy passenger vehicles, electric tools, low-altitude economy, and humanoid robots, aligning with industry technological upgrades [2] - The company has achieved breakthroughs in high-voltage lithium cobalt oxide, with products of 4.50V and 4.53V passing customer certification and small-scale production, while NCA materials have established stable cooperation with clients like Yiwei Lithium Energy and Weilan Lithium Core [2]

Group 1 - Xi Jinping emphasized the importance of technological self-reliance for building a modern socialist country during his visit to the National Innovation Park in Beijing, where he observed advancements in AI and robotics [1] - The Shanghai, Shenzhen, and Beijing stock exchanges announced a package of measures to optimize refinancing processes for high-quality listed companies, aiming to enhance refinancing efficiency [2] - The Ministry of Commerce plans to implement a vehicle trade-in program by 2026 to boost automotive consumption, alongside other reforms in the automotive circulation sector [3] Group 2 - Zhongke Shuguang announced plans to issue convertible bonds to raise up to 8 billion yuan for advanced computing cluster projects focused on AI [5] - Efort plans to acquire 100% of Shengpu shares, with stock resuming trading on February 10; Hainan Mining intends to acquire 69.9% of Fengrui Fluorine Industry shares, also resuming trading [6] - Jinhui shares announced a 210 million yuan acquisition of 100% of Fusheng Mining, which holds a gold mining license with an annual production capacity of 50,000 tons [6] Group 3 - Mengguli announced an investment of 929 million yuan to build a project for producing 30,000 tons of lithium-ion battery cathode materials annually [7] - Yuanjie Technology plans to invest 1.251 billion yuan in the second phase of a semiconductor chip and device R&D production base, focusing on high-speed optical chips [7] - Cuihua Jewelry is under investigation by the CSRC for suspected violations of information disclosure regulations [8] Group 4 - The transportation regulatory office conducted a meeting with Gaode Dache, highlighting issues such as inadequate management of partner ride-hailing platforms and improper emergency responses [13] - The U.S. stock market saw gains, with major indices rising, particularly Oracle, which increased by over 9% [14] - COMEX gold futures rose by 2.1% to $5084.2 per ounce, while silver futures increased by 8% to $83.05 per ounce [15]