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]

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元材料。主营业务收入构成为：锂电材料 99.80%，其他业务0.20%。 从盟固利十大流通股东角度 11月5日，盟固利涨5.03%，截至发稿，报26.10元/股，成交4.28亿元，换手率6.17%，总市值119.96亿 元。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 南方中证1000ETF（512100）基金经理为崔蕾。 截至发稿，崔蕾累计任职时间7年0天，现任基金资产总规模1227.6亿元，任职期间最佳基金回报 166.54%， 任职期间最差基金回报-15.93%。 数据显示，南方基金旗下1只基金位居盟固利十大流通股东。南方中证1000ETF（512100）三季度减持 1.48万股，持有股数209. ...

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]

公告显示，十大流通股东中，J.P.MorganSecuritiesPLC－自有资金为新进流通股东。 公告显示，公司前三季度营业收入1,629,708,905.37元，同比增加24.22%，归属上市公司股东的净利润 7,327,132.12元，同比减少18.87%。 来源：新浪财经-鹰眼工作室 10月29日消息，盟固利发布三季度报告。 ...

Core Viewpoint - Mengguli (301487.SZ) reported a revenue of 1.63 billion yuan for the first three quarters of 2025, reflecting a year-on-year growth of 24.22% [1] Financial Performance - The net profit attributable to shareholders of the listed company was 7.3271 million yuan, a year-on-year decrease of 18.87% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 9.7906 million yuan, showing a year-on-year increase of 64.13% [1] - The basic earnings per share were 0.0159 yuan [1]

Core Viewpoint - The company Mengguli (301487.SZ) reported a revenue increase of 24.22% year-on-year for the first three quarters of 2025, reaching 1.63 billion yuan, while net profit attributable to shareholders decreased by 18.87% to 7.33 million yuan [1] Financial Performance - Revenue for the first three quarters of 2025 was 1.63 billion yuan, reflecting a year-on-year increase of 24.22% [1] - Net profit attributable to shareholders was 7.33 million yuan, showing a year-on-year decrease of 18.87% [1] - Net profit excluding non-recurring gains and losses was 9.79 million yuan, which represents a year-on-year increase of 64.13% [1] - Basic earnings per share were reported at 0.0159 yuan [1]

Group 1 - The core point of the article is that Mengguli (SZ 301487) announced a board meeting to discuss asset impairment provisions and reported significant reliance on lithium battery cathode materials for its revenue [1][1][1] Group 2 - For the first half of 2025, Mengguli's revenue composition shows that lithium battery cathode materials accounted for 99.8% of total revenue, while other business revenues made up only 0.2% [1][1][1] - As of the report date, Mengguli's market capitalization stands at 11.8 billion yuan [1][1][1]

证券代码：301487 证券简称：盟固利 公告编号：2025-058 天津国安盟固利新材料科技股份有限公司 关于计提资产减值准备的公告 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。 为真实反映天津国安盟固利新材料科技股份有限公司（以下简称"公司"） 的财务状况及经营成果，公司根据《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》《企业会计准则》等相关规定，拟对部分可能 发生减值的资产计提相应减值准备。现将具体情况公告如下： 一、本次计提资产减值准备情况概述 （一）计提资产减值准备的原因 根据《企业会计准则》及《深圳证券交易所上市公司自律监管指引第 2 号— —创业板上市公司规范运作》相关规定的要求，为真实反映公司的财务状况、资 产价值及经营成果，公司对合并报表中截至 2025 年 9 月 30 日的相关资产进行全 面清查，对可能发生资产减值损失的资产计提减值准备。 （二）计提资产减值准备的资产范围、金额和拟计入的报告期间 公司对 2025 年 9 月 30 日期末各类资产进行了清查，经过认真分析及相关测 试，对合并范围内应收账款、存货 ...

天津国安盟固利新材料科技股份有限公司 前次募集资金使用情况报告 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。 证券代码：301487 证券简称：盟固利 公告编号：2025-059 根据中国证券监督管理委员会《监管规则适用指引——发行类第 7 号》的 相关规定，本公司将截至 2025 年 9 月 30 日止前次募集资金使用情况报告如下： 一、前次募集资金基本情况 （一）前次募集资金的数额、资金到账时间 根据中国证券监督管理委员会《关于同意天津国安盟固利新材料科技股份 有限公司首次公开发行股票注册的批复》（证监许可〔2023〕1154 号），并经 深圳证券交易所同意，公司首次公开发行股票 58,000,000 股，募集资金总额为 人民币 308,560,000.00 元，扣除各项发行费用（不含增值税）61,923,409.74 元，实际募集资金净额为人民币 246,636,590.26 元。上述募集资金已到账，已 经立信会计师事务所（特殊普通合伙）进行验资并于 2023 年 8 月 3 日出具了 《验资报告》（信会师报字〔2023〕第 ZA14971 号）。 （ ...

证券代码：301487 证券简称：盟固利 公告编号：2025-060 天津国安盟固利新材料科技股份有限公司 关于召开 2025 年第三次临时股东会的通知 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"）决定于 2025 年 11 月 17 日（星期一）14:30 召开 2025 年第三次临时股东会，现将会议相关事 项通知如下： 一、召开会议的基本情况 1、股东会届次：2025 年第三次临时股东会 3、会议召开的合法、合规性：经公司第四届董事会第十四次会议审议通过， 决定召开公司 2025 年第三次临时股东会，召集程序符合相关法律、行政法规、 部门规章、规范性文件和《公司章程》的规定。 4、会议时间： （1）现场会议召开时间：2025 年 11 月 17 日（星期一）14:30 开始。 （2）网络投票时间：通过深圳证券交易所交易系统进行网络投票的具体时 间为 2025 年 11 月 17 日（星期一）9:15-9:25，9:30-11:30 和 13:00-15:00；通过深 圳证券交易所互联网系统投票的具 ...