数据显示，中邮基金旗下1只基金重仓盟固利。中邮绝对收益策略定期开放混合（002224）二季度持有 股数3.5万股，占基金净值比例为1.7%，位居第九大重仓股。根据测算，今日浮亏损失约4.97万元。 中邮绝对收益策略定期开放混合（002224）成立日期2015年12月30日，最新规模4507.02万。今年以来 收益16.96%，同类排名5180/8245；近一年收益15.43%，同类排名4899/8086；成立以来收益6.2%。 中邮绝对收益策略定期开放混合（002224）基金经理为姚艺、邢儒风。 截至发稿，姚艺累计任职时间3年12天，现任基金资产总规模35.22亿元，任职期间最佳基金回报 16.59%， 任职期间最差基金回报1.05%。 10月10日，盟固利跌5.03%，截至发稿，报26.83元/股，成交3.83亿元，换手率5.10%，总市值123.32亿 元。 资料显示，天津国安盟固利新材料科技股份有限公司位于天津市宝坻区九园工业园9号路，成立日期 2009年11月18日，上市日期2023年8月9日，公司主营业务涉及锂电池正极材料的研发、生产和销售,主 要产品为应用于消费领域的钴酸锂和应用于动力电池领域的三 ...

Market Overview - The battery sector experienced a decline of 2.31% on the previous trading day, with Naconor leading the drop [1] - The Shanghai Composite Index closed at 3828.11, down 0.65%, while the Shenzhen Component Index closed at 13209.0, down 1.76% [1] Stock Performance - Notable gainers in the battery sector included: - Fangyuan Co., Ltd. (688148) with a closing price of 6.71, up 20.04% [1] - Huazi Technology (300490) at 12.56, up 15.44% [1] - Tianji Co., Ltd. (002759) at 16.30, up 9.99% [1] - Conversely, Naconor (832522) saw a significant decline of 7.66%, closing at 65.71 [2] - Other notable decliners included Honggong Technology (301662) down 7.47% and Kuoguli (301487) down 6.91% [2] Trading Volume and Capital Flow - The battery sector saw a net outflow of 4.296 billion yuan from institutional investors, while retail investors contributed a net inflow of 3.169 billion yuan [2][3] - The trading volume for Fangyuan Co., Ltd. reached 326,400 shares, with a transaction value of 214 million yuan [1] - Huazi Technology had a trading volume of 1,035,900 shares, with a transaction value of 1.273 billion yuan [1] Capital Inflow Analysis - Tianji Co., Ltd. (002759) had a net inflow of 478 million yuan from institutional investors, representing 30.17% of its total trading [3] - Shanshan Co., Ltd. (600884) saw a net inflow of 256 million yuan, accounting for 12.87% [3] - Conversely, Naconor experienced a net outflow of 740 million yuan from institutional investors [3]

Core Viewpoint - Company is advancing the application development of NCA products in collaboration with strategic customers, successfully implementing them in emerging scenarios such as robotics [1] Group 1 - The first generation of NCA products has been mass-produced, showcasing high volumetric density and high power endurance [1] - The company is developing the next generation of NCA products, with the second generation addressing relevant technical issues and entering mass production for multiple projects, with nearly 100 tons of inventory ready for shipment [1] - The third and fourth generations are being developed in conjunction with high-end customer projects, with some high-end projects expected to achieve rapid terminal introduction and mass production [1]

Group 1 - The company has initiated overseas operations and has started generating sales revenue from these activities [2] - The company plans to carefully evaluate its overseas industrial layout based on its business development needs and various factors [2] - Specific details regarding the overseas strategy will be provided in the company's regular reports [2]

Core Viewpoint - The company is actively developing NCA products for robotics applications and has successfully achieved mass production of the first generation [1] Group 1: Product Development - The company is collaborating with strategic customers to advance the application scenarios of NCA products, particularly in emerging fields like robotics [1] - The first generation of NCA products has already been mass-produced, showcasing high volumetric density and high power endurance [1] - The second generation of NCA products is addressing technical issues and has entered mass production for multiple projects, with nearly 100 tons of inventory prepared for shipment [1] Group 2: Future Plans - The company is working on the third and fourth generations of NCA products in conjunction with high-end customer projects, with some high-end projects expected to achieve rapid terminal introduction and mass production [1]

Group 1 - The announcement indicates that Beijing Yindi Investment Co., Ltd. and its concerted parties, including Lianyungang Honglai Enterprise Management Partnership (Limited Partnership) and Yancheng New Lithium Technology Co., Ltd., will reduce their holdings by a total of 10.701 million shares from June 23, 2025, to September 22, 2025, representing a reduction ratio of 2.33% [1] - Lu Chunquan and his concerted party, Qiongcheng Purun Lifang Investment Partnership (Limited Partnership), will collectively reduce their holdings by 5.6641 million shares during the same period, with a reduction ratio of 1.23% [1] - After the reduction, the respective shareholding percentages for the two parties will be 7.80% and 4.91% [1]

证券代码：301487 证券简称：盟固利 公告编号：2025-055 一、股东减持情况 1、股东减持股份情况 （1）北京银帝投资有限公司及其一致行动人连云港闳来企业管理合伙企业 （有限合伙）、盐城新锂程科技有限公司减持股份情况 | 股东名称 | 减持方式 | 减持期间 | 减持均价 | 减持股数 | 减持比例（%） | | --- | --- | --- | --- | --- | --- | | 北京银帝 | 集中竞价交易 | 2025/6/2 3-2025/9 | - | - | - | | 投资有限 | | /22 | | | | | 公司 | | 2025/6/2 | | | | | | 大宗交易 | 3-2025/9 | - | - | - | | | | /22 | | | | | 连云港闳 来企业管 | 集中竞价交易 | 2025/6/2 3-2025/9 | 24.75 | 1,522,400 | 0.33 | | 理合伙企 | | /22 | | | | | | | 2025/6/2 | | | | | 业（有限 合伙） | 大宗交易 | 3-2025/9 | 21.94 | 1,916,6 ...

Summary of Key Points Core Viewpoint - On September 23, 2025, Menguli conducted a block trade of 300,000 shares at a transaction value of 6.759 million yuan, representing 0.64% of the total trading volume for the day, with a transaction price of 22.53 yuan, reflecting a discount of 21.63% compared to the market closing price of 28.75 yuan [1]. Group 1: Transaction Details - The block trade involved a total of 300,000 shares, with a transaction price of 22.53 yuan per share [1]. - The total transaction value was 6.759 million yuan, which is equivalent to 675.9 thousand yuan [1]. - The trade accounted for 0.64% of the total trading volume on that day [1]. Group 2: Trading Volume and Price Comparison - The transaction volume included 89,000 shares at a price of 22.53 yuan, totaling 200.52 thousand yuan, executed by an institutional buyer [2]. - Additionally, another transaction involved 211,000 shares at the same price, amounting to 475.38 thousand yuan, also executed by an institutional buyer [2]. - The transaction price of 22.53 yuan represents a significant discount of 21.63% from the market closing price of 28.75 yuan [1].

Group 1 - The company has raised 980 million yuan for the expansion of lithium battery cathode materials project [2] - The company is working on projects including ultra-high nickel ternary, NCA, and next-generation lithium cobalt oxide, with varying degrees of R&D progress [2] - Detailed information regarding the projects can be found in the company's regular reports [2]

Group 1 - The battery sector experienced a short-term surge, with Zhejiang Hengwei rising over 10% [1] - Contemporary Amperex Technology Co., Limited (CATL) increased by more than 4% [1] - Other companies such as Xinwangda, Mengguli, Yinghe Technology, and Yiwei Lithium Energy also saw gains [1]