Group 1 - Jinwei Co., Ltd. plans to acquire 100% equity of Fusheng Mining for 210 million yuan, which will become a wholly-owned subsidiary and included in the consolidated financial statements [2] - Mengguli intends to invest 929 million yuan to build a project with an annual production capacity of 30,000 tons of lithium-ion battery cathode materials, expected to produce 5,000 tons of high-voltage cobalt acid lithium, 10,000 tons of NCA materials, and 15,000 tons of ultra-high nickel ternary materials [2] - Xiamen Tungsten plans to acquire 39% equity of Jiujiang Dadi Mining, which will help increase mineral resource reserves and improve raw material self-sufficiency [3] Group 2 - Andavil's subsidiary received EASA certification for its aviation kitchen plug-in products, marking compliance with European aviation safety standards [2] - CIMC Vehicles disclosed that the US ITC made a preliminary ruling on anti-subsidy and anti-dumping investigations regarding Van-Type Trailers, indicating potential damage to the US domestic industry [4] - Source Technology plans to invest approximately 1.251 billion yuan to build a second phase project for the R&D and production of optoelectronic communication semiconductor chips and devices [9] Group 3 - Zhongmin Energy intends to acquire 51% equity of Mintou Pumped Storage for 864 million yuan, with the transaction price based on asset evaluation [10] - Ningbo Yunsheng plans to publicly issue H-shares and apply for listing on the Hong Kong Stock Exchange [11] - Wenkai Co., Ltd. won a bid for a landscape project worth 50.8162 million yuan [12] Group 4 - China Merchants Shekou achieved a signed sales amount of 7.674 billion yuan in January 2026 [16] - AVIC Optoelectronics reported a net profit of 2.124 billion yuan for 2025, a year-on-year decrease of 36.69% [17] - Tiankang Bio reported a sales revenue of 392 million yuan from pig sales in January 2026, with a month-on-month increase of 6.23% [18] Group 5 - Poly Developments reported a signed amount of 15.617 billion yuan in January 2026, a year-on-year decrease of 13.31% [19] - Chengtou Holdings reported a net profit of 290 million yuan for 2025, a year-on-year increase of 19.67% [20] - Qianjin Pharmaceutical reported a net profit of 288 million yuan for 2025, a year-on-year increase of 24.74% [21]

Core Viewpoint - The company Mengguli (301487.SZ) plans to invest in a lithium-ion battery cathode material project with an annual production capacity of 30,000 tons, with a total investment of 929 million RMB [1] Group 1: Project Overview - The project aims to produce 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 project will establish four production lines for lithium-ion battery cathode materials, with a total annual capacity of 30,000 tons [1] Group 2: Project Phases - The first phase of the project will include the construction of two production lines with a total capacity of 15,000 tons, consisting of one NCA material line (10,000 tons) and one high-voltage lithium cobalt oxide line (5,000 tons) [1] - The second phase will involve the establishment of two ultra-high nickel ternary material production lines, with a total capacity of 15,000 tons [1]

Core Viewpoint - Company Mengguli (301487.SZ) plans to invest in a lithium-ion battery cathode material project with an annual production capacity of 30,000 tons, with a total investment of 929 million RMB [1] Investment Details - The project aims to produce 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 project will establish four production lines for lithium-ion battery cathode materials, with a total annual capacity of 30,000 tons [1] Project Phases - Phase one will include the construction of two production lines with a total capacity of 15,000 tons, consisting of one NCA material line (10,000 tons) and one high-voltage lithium cobalt oxide line (5,000 tons) [1] - Phase two will involve the establishment of two ultra-high nickel ternary material production lines, with a total capacity of 15,000 tons [1]

Group 1 - The company announced that its fourth board meeting will be held on February 9, 2026, to discuss the report on the issuance of A-shares to specific targets for the year 2025 [1] - The meeting will review the revised proposal regarding the issuance of A-shares by Tianjin Guoan Mengguli New Materials Technology Co., Ltd [1] Group 2 - The article highlights the trend of young executives, particularly those born in the 2000s, taking on significant roles in A-share companies, which poses a challenge to meet investor expectations [1]

Core Viewpoint - The company plans to invest 929 million yuan in a project to produce 30,000 tons of lithium-ion battery cathode materials annually, which will enhance its capacity and market position in the lithium battery sector [1][2]. Group 1: Investment and Project Details - The project consists of two phases: Phase 1 will require an investment of 737 million yuan and will take 21 months, while Phase 2 will require 192 million yuan and will take 15 months [1]. - Upon completion, the project is expected to produce 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 annually [1]. Group 2: Market Trends and Growth Potential - According to Xinluo Lithium Battery statistics, the share of ternary material batteries in global small power lithium batteries is projected to reach 35% in 2024, with an annual growth rate exceeding 20% [1]. - The domestic shipment of ternary materials in the digital and small power non-dynamic storage market is expected to reach 47,000 tons in 2024, representing a year-on-year growth of 11.9%, with projections to reach 108,000 tons by 2030 [1]. - The company emphasizes that the growing demand for lithium batteries in small power and emerging application fields will support its expansion in NCA material production and sales [1]. Group 3: Strategic Positioning - The project will enhance the company's production capacity for ultra-high nickel ternary materials by 15,000 tons annually, positioning the company favorably in the solid-state battery market, which is expected to see significant growth [2]. - By expanding its product offerings from traditional power batteries to diverse emerging applications, the company aims to solidify its leading position in the lithium battery cathode materials market [1].

Core Viewpoint - The company Mengguli (301487) plans to invest 929 million yuan to construct a lithium-ion battery cathode material project with an annual production capacity of 30,000 tons [1] Group 1: Investment Details - The total investment for the project is 929 million yuan, with the first phase requiring 737 million yuan and the second phase requiring 192 million yuan [1] - The project will produce 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 annually upon completion [1] Group 2: Funding and Timeline - The funding for the project will come from the company's own resources and raised funds [1] - The construction period is set for 36 months, with the first phase taking 21 months and the second phase taking 15 months [1]

股票简称：盟固利 股票代码：301487 天津国安盟固利新材料科技股份有限公司 Tianjin Guoan Mengguli New Materials Science & Technology Co., Ltd. （天津市宝坻区九园工业园 9 号路） 2025 年度向特定对象发行 A 股股票 方案的论证分析报告 （修订稿） $$\Xi{\cal O}\,{\underline{{{-\,}}}}\,{\hat{\Delta}}\,\#\,{\underline{{{-\,}}}}\,\mathbb{H}$$ 天津国安盟固利新材料科技股份有限公司 2025 年度向特定对象发行 A 股股票方案的论证分析报告 天津国安盟固利新材料科技股份有限公司（以下简称"公司"或"盟固利"） 为在深圳证券交易所创业板上市的公司。为满足公司业务发展的资金需求，增强 公司资本实力，提升盈利能力和市场竞争力，根据《中华人民共和国公司法》《中 华人民共和国证券法》《上市公司证券发行注册管理办法》（以下简称"《注册 管理办法》"）以及《天津国安盟固利新材料科技股份有限公司章程》（以下简 称"《公司章程》"）等有关法律、法规和规范性文件的 ...

证券代码：301487 证券简称：盟固利 公告编号：2026-012 2026 年 2 月 10 日 天津国安盟固利新材料科技股份有限公司 公司于2026年2月9日召开第四届董事会第十九次会议，审议通过了《关于 调减公司2025年度向特定对象发行A股股票募集资金总额暨调整发行方案的议案》 等议案。鉴于公司对本次发行募集资金总额进行了调减同时调整了发行方案， 公司对本次发行预案的部分内容进行了修订，《天津国安盟固利新材料科技股 份有限公司2025年度向特定对象发行A股股票预案（修订稿）》及相关文件已在 中国证监会指定的信息披露网站巨潮资讯网（http://www.cninfo.com.cn）上 披露，请投资者注意查阅。 本次预案（修订稿）披露事项不代表审批机关对本次发行相关事项的实质 性判断、确认或批准。该预案（修订稿）所述本次发行相关事项的生效和完成 尚需公司股东会审议通过、深圳证券交易所审核通过并经中国证监会同意注册， 敬请广大投资者注意投资风险。 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 关于向特定对象发行 A 股股票预案（修订稿）披露的提示性公告 本公司及董事会全体成员保证信息披露的内容真 ...

股票简称：盟固利 股票代码：301487 天津国安盟固利新材料科技股份有限公司 Tianjin Guoan Mengguli New Materials Science & Technology Co., Ltd. （天津市宝坻区九园工业园 9 号路） 2025 年度向特定对象发行 A 股股票预案 （修订稿） $$=0\div\pi=\pi$$ 天津国安盟固利新材料科技股份有限公司 2025 年度向特定对象发行 A 股股票预案 公司声明 1、公司及董事会全体成员保证本预案内容真实、准确、完整，确认不存在 虚假记载、误导性陈述或重大遗漏，并对其内容的真实性、准确性、完整性和及 时性承担个别和连带的法律责任。 2、本预案按照《中华人民共和国公司法》《中华人民共和国证券法》《上 市公司证券发行注册管理办法》等法律法规及规范性文件的要求编制。 3、本次向特定对象发行股票完成后，公司经营与收益的变化，由公司自行 负责；因本次向特定对象发行股票引致的投资风险，由投资者自行负责。 4、本预案是公司董事会对本次向特定对象发行股票的说明，任何与之相反 的声明均属不实陈述。 5、投资者如有任何疑问，应咨询自己的股票经纪人、律师、 ...

股票简称：盟固利 股票代码：301487 天津国安盟固利新材料科技股份有限公司 Tianjin Guoan Mengguli New Materials Science & Technology Co., Ltd. （天津市宝坻区九园工业园 9 号路） 2025 年度向特定对象发行 A 股股票 募集资金使用可行性分析报告 （修订稿） 二〇二六年二月 天津国安盟固利新材料科技股份有限公司 募集资金使用可行性分析报告 本可行性分析报告所述词语或简称与《天津国安盟固利新材料科技股份有 限公司 2025 年度向特定对象发行 A 股股票预案（修订稿）》中"释义"所述词 语或简称具有相同含义。 公司拟申请向特定对象发行股票募集资金，现将本次向特定对象股票募集 资金投资项目可行性分析说明如下： 一、本次募集资金使用计划 公司本次发行拟募集资金总额不超过 86,600.00 万元（含本数），扣除发行 费用后将投资于如下项目： | 序 号 | | 项目名称 | 项目投资总额 （万元） | 拟投入募集资金 金额（万元） | | --- | --- | --- | --- | --- | | 1 | 年产 3 | 万吨锂离子电池正 ...