Core Viewpoint - Beijing Yindi Investment Co., Ltd. and its concerted parties plan to reduce their holdings in Mengguli (301487.SZ) by a total of up to 13,788,492 shares, representing 3% of the company's total share capital [1] Summary by Category Shareholder Actions - Major shareholders holding a total of 35,832,124 shares, which is over 5% of the company, intend to reduce their stakes [1] - The planned reduction includes a maximum of 4,596,164 shares (1% of total share capital) through centralized bidding and up to 9,192,328 shares (2% of total share capital) via block trading [1]

Core Viewpoint - Beijing Yindi Investment Co., Ltd. and its concerted parties plan to reduce their holdings in Mengguli (301487) through both centralized bidding and block trading methods, indicating a potential shift in shareholder sentiment and liquidity in the market [1] Summary by Categories Shareholder Actions - Major shareholders holding a total of 35.8321 million shares (over 5% stake) intend to reduce their holdings by up to 4.5962 million shares (1% of total share capital) through centralized bidding [1] - Additionally, they plan to reduce up to 9.1923 million shares (2% of total share capital) via block trading [1]

Core Viewpoint - The major shareholders of Mengguli plan to reduce their holdings in the company due to personal funding needs, which may impact the stock price and investor sentiment [1] Shareholder Information - Beijing Yindi Investment Co., Ltd. and its concerted parties hold a total of 35,832,124 shares, representing 7.80% of the company's total share capital [1] - The shareholders intend to reduce their holdings by up to 4,596,164 shares (1% of total share capital) through centralized bidding and up to 9,192,328 shares (2% of total share capital) through block trading within three months after the announcement [1] Reason for Reduction - The reduction in shareholding is attributed to the shareholders' personal funding needs, with the shares being sourced from those held prior to the company's initial public offering [1]

Core Viewpoint - The company Mengguli (301487.SZ) announced that its shareholders plan to reduce their holdings of company shares through both centralized bidding and block trading methods within a specified timeframe [1] Group 1: Shareholder Actions - Beijing Yindi Investment Co., Ltd. and its concerted parties plan to reduce their holdings by up to 4.596164 million shares, accounting for 1% of the total share capital of the company through centralized bidding [1] - Additionally, they plan to reduce their holdings by up to 9.192328 million shares, which represents 2% of the total share capital, through block trading [1]

Group 1 - The core point of the announcement is that Beijing Yindi Investment Co., Ltd. and its concerted parties plan to reduce their holdings in the company due to funding needs [1] - The total shares held by these parties amount to 35.8321 million shares, representing 7.80% of the company [1] - The planned reduction includes a maximum of 4.5962 million shares (1%) through centralized bidding and up to 9.1923 million shares (2%) through block trading, totaling a maximum reduction of 13.7885 million shares (3%) [1]

Core Viewpoint - The shareholders of Mengguli (301487.SZ) plan to reduce their holdings in the company through both centralized bidding and block trading methods within the next three months, indicating a potential shift in shareholder sentiment [1] Group 1: Shareholder Actions - Beijing Yindi Investment Co., Ltd. and its concerted parties intend to reduce their holdings by up to 4.596164 million shares through centralized bidding, which represents 1% of the company's total share capital [1] - Additionally, they plan to reduce their holdings by up to 9.192328 million shares through block trading, accounting for 2% of the company's total share capital [1]

特别提示：合计持有公司股份 35,832,124 股的 5%以上股东北京银帝投资有 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 程科技有限公司计划在自本公告披露之日起 15 个交易日后的 3 个月内通过集中 竞价方式减持公司股份不超过 4,596,164 股（占公司总股本比例 1%），通过大 宗交易方式减持公司股份不超过 9,192,328 股（占公司总股本比例 2%）。 证券代码：301487 证券简称：盟固利 公告编号：2025-061 天津国安盟固利新材料科技股份有限公司 关于持股 5%以上股东及其一致行动人减持股份的预披露公告 持股 5%以上股东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保证向本公司提供的信息内容 真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 1、减持股东名称：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。 公司董事会于近日收到公司 5%以上股东北京银帝投资有限公司及其一致行 ...

Core Insights - The company, Mengguli (301487.SZ), has provided information regarding its lithium cobalt production capacity and other ternary materials in response to investor inquiries [2][3] Production Capacity Summary - The total production capacity of the company is approximately 31,000 tons per year [2] - The production capacity for ternary materials is about 22,000 tons per year [2] - The production capacity for lithium cobalt is around 9,000 tons per year [2]

Core Points - The stock of Mengguli increased by 5.03%, reaching 26.10 CNY per share, with a trading volume of 428 million CNY and a turnover rate of 6.17%, resulting in a total market capitalization of 11.996 billion CNY [1] - Mengguli, established on November 18, 2009, specializes in the research, production, and sales of lithium battery cathode materials, with 99.80% of its revenue coming from lithium materials and only 0.20% from other businesses [1] Shareholder Analysis - Among the top ten circulating shareholders of Mengguli, a fund under Southern Fund holds a position. The Southern CSI 1000 ETF (512100) reduced its holdings by 14,800 shares in the third quarter, now holding 2.0991 million shares, which accounts for 0.77% of the circulating shares. The estimated floating profit today is approximately 2.6239 million CNY [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 76.63 billion CNY. Year-to-date returns are 26.26%, ranking 2020 out of 4216 in its category, while the one-year return is 24.36%, ranking 1857 out of 3901 [2]

Core Viewpoint - The company, Mengguli, reported strong financial performance for the first three quarters of 2025, with significant revenue growth and improved profitability, driven by increased R&D investment [1][2][3] Financial Performance - For the first three quarters of 2025, Mengguli achieved operating revenue of 1.63 billion yuan, a year-on-year increase of 24.22% [1] - The net profit attributable to the company was 9.79 million yuan, showing a substantial year-on-year growth of 64.13% [1] - In Q3 alone, the company recorded operating revenue of 612 million yuan, up 25.96% year-on-year, and a net profit of 4.29 million yuan, which surged by 238.56% [1] - The net cash flow from operating activities reached 302 million yuan, reflecting a significant year-on-year increase of 113.59% [2] R&D Investment - Mengguli's R&D expenses in Q3 2025 amounted to 78.35 million yuan, representing a 48.30% increase compared to the same period last year [1][2] - The company is focusing on the development of advanced materials for new energy batteries, including lithium-rich manganese-based materials and solid-state electrolytes [2] Industry Context - The growth of the new energy vehicle and energy storage industries provides a broad market space for Mengguli, supported by increasing penetration rates and favorable policies [2] - The global push for carbon neutrality is driving a rigid demand for power batteries, further benefiting the company [2] Future Outlook - Mengguli plans to continue its innovation-driven strategy, focusing on technological advancements in the power battery and energy storage sectors [3] - The company aims to leverage its product matrix and full industry chain technology advantages to enhance its growth potential and create greater value for investors [3]