盟固利（301487.SZ）9月11日在投资者互动平台表示，公司开发的固态电解质产品未来有望应用于固态 储能领域，同时公司持续推进聚阴钠电技术研发，开发的复合磷酸铁钠产品具备高容量、长循环、高安 全优势，性能达行业先进水平，未来有望应用于大规模储能领域。 每经AI快讯，有投资者在投资者互动平台提问：请问公司在储能方面有哪些布局？ （记者 张明双） ...

与投资者同行 为价值共筑——天津辖区上市公司2025年投资者网上集体接待日暨半年报业绩说明会9月 11日在全景网举行。盟固利（301487）董事会秘书胡杰表示，公司的正极材料在终端可应用于各类新能 源汽车，未来公司将不断推动正极材料产品研发工作，积极开展产品迭代，形成从中镍高电压、高镍、 超高镍等多种产品矩阵，以适应不同层级客户需求。 ...

与投资者同行 为价值共筑——天津辖区上市公司2025年投资者网上集体接待日暨半年报业绩说明会9月 11日在全景网举行。盟固利（301487）董事会秘书胡杰表示，目前，公司富锂锰基材料因具备高容量、 高压实密度及优异高温存储性能等特点，有望应用于大动力电池领域。此外，公司积极开拓富锂锰基材 料在固态电池的应用，通过与头部电芯企业及整车企业深度合作开发，其中一款富锂锰基正极材料已通 过头部固态电池企业的小试认证，目前有序推进中试验证工作。 ...

Core Viewpoint - The company is actively promoting the development of its overseas business, achieving a historic breakthrough in the first half of 2025, while still focusing primarily on domestic industry development [1] Group 1 - The company held an online collective reception day for investors and a performance briefing for the first half of the year on September 11 [1] - The company plans to consider joint overseas localization operations with upstream and downstream customers in the future [1]

Core Viewpoint - The company Mengguli plans to raise up to 980 million yuan through a private placement to expand its production capacity for lithium-ion battery cathode materials, supported by its controlling shareholder, Hengtong New Energy [1][2]. Group 1: Fundraising and Investment Plans - Mengguli intends to issue shares to no more than 35 specific investors, including Hengtong New Energy, with a total fundraising amount not exceeding 980 million yuan [1]. - The funds will be allocated to a project with an annual production capacity of 30,000 tons of lithium-ion battery cathode materials and to supplement working capital [1][2]. - Hengtong New Energy will participate with a cash subscription of 200 million yuan, accounting for approximately 20.4% of the total fundraising, with an 18-month lock-up period [1]. Group 2: Production Capacity Expansion - The investment in the cathode materials project totals 886 million yuan, with 860 million yuan expected to come from the raised funds [2]. - The project will establish four new production lines, including one for NCA materials (10,000 tons/year), one for high-voltage cobalt lithium (5,000 tons/year), and two for ultra-high nickel ternary materials (15,000 tons/year) [2]. - This expansion aims to enhance Mengguli's production capacity and market share as a stable supplier to major domestic battery manufacturers [2]. Group 3: Financial Performance - In 2022 to 2024, Mengguli reported revenues of 3.234 billion yuan, 2.36 billion yuan, and 1.794 billion yuan, with net profits of 82.33 million yuan, 60.01 million yuan, and a loss of 71.67 million yuan, respectively [2]. - For the first half of 2025, Mengguli achieved revenues of 1.018 billion yuan, a year-on-year increase of 23.19%, but net profit decreased by 60.87% [3]. - The company reported a production capacity utilization rate of nearly 80% in the first half of 2025, with a total output of 10,499.30 tons [3].

Key Points - Zhejiang Rongtai's sales in the robot components sector are relatively small [1][2] - Jin Feng Technology plans to invest 18.92 billion yuan in a wind power hydrogen ammonia project [1][2] - Lin Yang Energy has won a bid for approximately 244 million yuan from the Southern Power Grid [1][2] - Yingli Co., Ltd. intends to acquire 77.9385% of Youte Li [1][2] - Jiajiayue has repurchased 1.57% of its own shares [1][3] - Xiantan Co., Ltd. reported chicken product sales revenue of 516 million yuan in August [1][3] - Luoniushan reported pig sales revenue of 95.5903 million yuan in August [1][3] - Cheng Tian Wei Ye's actual controller and its concerted actors plan to reduce their holdings by no more than 2.96% [1][3] - Hualing Steel plans for Xintai Life Insurance to continue increasing its stake by 1%-2% [1][3] - Zhongju Chip's shareholder intends to reduce holdings by no more than 36.9319 million shares [1][3] - Mengguli plans to raise no more than 980 million yuan for a project to produce 30,000 tons of lithium-ion battery cathode materials annually [1][3]

Group 1 - Zhejiang Rongzao has a small sales volume in the robot components sector [1] - Jin Feng Technology plans to invest 18.92 billion yuan in a wind power hydrogen ammonia project [1] - Lin Yang Energy won a bid for approximately 244 million yuan from the Southern Power Grid [1] Group 2 - Yingli Co., Ltd. intends to acquire 77.9385% of Youte Li [2] - Jiajiayue has repurchased 1.57% of its shares [2] - Xiantan Co., Ltd. achieved chicken product sales revenue of 516 million yuan in August [2] Group 3 - Longhua Chemical and its concerted parties plan to reduce their holdings by no more than 3% [2] - Hualing Steel plans to increase its holdings by 1%-2% [2] - Menguanli intends to raise no more than 980 million yuan for a project to produce 30,000 tons of lithium-ion battery cathode materials annually [3]

Group 1 - Company Mengguli announced a private placement of shares approved by its board, targeting up to 35 specific investors, including its controlling shareholder Hengtong New Energy [1] - The share price for the issuance will be no less than 80% of the average trading price over the 20 trading days prior to the pricing date [1] - The company aims to raise up to 980 million yuan, with funds allocated for a lithium-ion battery cathode material project and working capital [1] Group 2 - As of the first half of 2025, Mengguli's revenue composition shows that lithium battery cathode materials account for 99.8% of total revenue, indicating a strong focus on this segment [2] - The current market capitalization of Mengguli is 11.6 billion yuan [2]

Group 1 - The company Mengguli (301487.SZ) has announced a plan to issue A-shares to specific investors for the year 2025, targeting up to 35 specific investors including its controlling shareholder Hengtong New Energy [1] - Hengtong New Energy has signed a conditional share subscription agreement with the company, intending to invest 200 million yuan in cash [1] - The total amount to be raised from this issuance is expected to be no more than 980 million yuan, which will be allocated to a project for an annual production of 30,000 tons of lithium-ion battery cathode materials and to supplement working capital [1]

Core Viewpoint - The company Mengguli (301487.SZ) has announced a plan to issue A-shares to specific investors, including its controlling shareholder Hengtong New Energy, aiming to raise up to 980 million yuan for projects and working capital [1] Group 1 - The company plans to issue shares to no more than 35 specific investors, including Hengtong New Energy [1] - Hengtong New Energy has signed a conditional share subscription agreement to invest 200 million yuan in cash [1] - The total amount to be raised from this issuance is capped at 980 million yuan, which will be allocated to a project for producing 30,000 tons of lithium-ion battery cathode materials and to supplement working capital [1]