智通财经APP讯，富临精工(300432.SZ)公告，公司与宁德时代拟共同对公司控股子公司江西升华新材料 有限公司(简称"江西升华")增资扩股，公司拟将所持有的江西升华5亿元债权转作对其增资，认购江西 升华新增注册资本4.07亿元，宁德时代拟现金增资7.47亿元，认购江西升华新增注册资本6.07亿元。增 资完成后，公司持有江西升华的股权比例为将由79.5719%减少至64.3653%，宁德时代持有江西升华的 股权比例将由18.7387%增加至33.0000%。 公告称，本次共同增资江西升华，有利于进一步导入战略股东的资源、优化股权结构，增量现金用于江 西升华主营业务发展，有利于进一步提升江西升华的盈利能力和综合竞争优势。 ...

据悉，本次双方签署项目投资合作协议，共同投资设立合资公司，利用铜冶炼废渣生产草酸亚铁工艺， 开展草酸亚铁项目合作，旨在进一步发挥各自在产业领域的专业与资源优势，满足公司高压实密度磷酸 铁锂前驱体的需求，有利于进一步扩大公司磷酸铁锂产能，保障公司磷酸铁锂业务上游原材料资源供应 和成本优化。 智通财经APP讯，富临精工(300432.SZ)公告，公司子公司江西升华新材料有限公司(简称"江西升华")拟 与贵州大龙汇成新材料有限公司(简称"大龙汇成")签订《项目投资合作协议》，双方拟共同投资设立合 资公司，并以合资公司为主体新建年产50万吨草酸亚铁项目。合资公司的注册资本为30亿元，其中江西 升华拟出资2.7亿元，持有合资公司90%的股权;大龙汇成拟出资3000万元，持有合资公司10%的股权。 公告显示，50万吨草酸亚铁项目预计总投资额度15亿元，计划于2026年9月30日前建成投产并达到年产 50万吨规模，且开始正常量产草酸亚铁产品。 ...

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。 富临精工股份有限公司（以下简称"公司"）第五届董事会第三十一次会议 通知于 2026 年 1 月 30 日以电话等通讯方式向各位董事发出，经全体董事同意豁 免本次会议的通知时间要求，会议于 2026 年 2 月 2 日以通讯表决方式召开。应 出席会议的董事 9 人，实际出席会议的董事 9 人，公司高级管理人员列席了会议， 会议由董事长王志红先生主持。会议的召集、召开符合《公司法》及《公司章程》 规定。 一、审议通过了《关于与战略投资方共同对子公司进行增资扩股暨关联交 易的议案》 证券代码：300432 证券简称：富临精工 公告编号：2026-021 富临精工股份有限公司 第五届董事会第三十一次会议决议公告 为进一步发挥各自在产业领域的专业与资源优势，公司子公司江西升华拟与 贵州大龙汇成新材料有限公司（以下简称"大龙汇成"）签订《项目投资合作协 议》，双方拟共同投资设立合资公司（以下简称"目标公司"），并以目标公司为 主体新建年产 50 万吨草酸亚铁项目。目标公司的注册资本为 30,000 万元，其中 江西升华拟出 ...

Core Viewpoint - The report highlights the significant advancements in the space photovoltaic industry, emphasizing the high barriers to entry and the advantages of China's photovoltaic supply chain in accelerating market growth [1][2]. Sub-industry Weekly Core Views Photovoltaics & Energy Storage - There is a resonance between the demand for ground data centers and space computing, with the U.S. demand for "self-controlled" photovoltaic systems intensifying, benefiting core enterprises in the photovoltaic sector [2]. - Major companies in the photovoltaic supply chain are releasing annual performance forecasts, confirming a "performance bottom" in Q4, alongside improved asset quality, positioning them well for a recovery in 2026 [1][2]. Wind Power - The UK government announced the results of the AR7 offshore wind auction, totaling 8.4 GW, exceeding market expectations of 6-7 GW, which strengthens the outlook for domestic supply chain exports amid capacity shortages in Europe [2][4]. Power Grid - The State Grid's investment plan for the 14th Five-Year Plan is set at 4 trillion yuan, a 40% increase from the previous plan, establishing a strong foundation for long-term domestic market growth [3]. - Recent incidents in North America, such as transformer explosions, highlight the ongoing need for infrastructure upgrades, reinforcing the demand for new power grid solutions [3]. Lithium Batteries - New regulations on battery recycling will take effect on April 1, 2026, emphasizing a "vehicle-battery integrated scrapping" system and establishing a digital identity for batteries [3]. - Fulin Precision plans to raise 3.175 billion yuan to enhance its production of lithium iron phosphate and advance its strategic positioning in the industry [3]. Hydrogen and Fuel Cells - Inner Mongolia has optimized the economic viability of green hydrogen projects, with significant sales expected in the hydrogen vehicle market by 2025 [3][5]. - The government is actively supporting the hydrogen industry, indicating an imminent surge in development [3][5]. Recent Significant Industry Events - JunDa Co. has officially launched investments in space photovoltaic projects, expanding its product offerings [4]. - Strategic collaborations have been established between companies like Dongfang Risen and Shanghai Port for advanced photovoltaic technologies [4]. - The results of the UK AR7 offshore wind auction have been announced, with a total capacity of 8.4 GW, surpassing expectations [4].

证券代码：300432 证券简称：富临精工 公告编号：2026-023 富临精工股份有限公司 关于子公司签订《项目投资合作协议》暨新建年产 50 万吨草酸亚铁项目 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。 一、对外投资概述 富临精工股份有限公司（以下简称"公司"）于 2026 年 2 月 2 日召开第五届董 事会第三十一次会议，审议通过了《关于子公司签订<项目投资合作协议>暨新建年 产 50 万吨草酸亚铁项目的议案》。为进一步发挥各自在产业领域的专业与资源优势， 实现在新能源产业链上下游的合作，共同推动新能源产业的发展，公司子公司江西 升华新材料有限公司（以下简称"江西升华"）拟与贵州大龙汇成新材料有限公司 （以下简称"大龙汇成"）签订《项目投资合作协议》，双方拟共同投资设立合资 公司（以下简称"目标公司"），并以目标公司为主体新建年产 50 万吨草酸亚铁项 目。目标公司的注册资本为 30,000 万元，其中江西升华拟出资 27,000 万元，持有 目标公司 90%的股权；大龙汇成拟出资 3,000 万元，持有目标公司 10%的股权。 根据《深圳 ...

证券代码：300432 证券简称：富临精工 公告编号：2026-022 富临精工股份有限公司 关于与战略投资方共同对子公司进行增资扩股暨关联交易的公告 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。 富临精工股份有限公司（以下简称"公司"）于 2026 年 2 月 2 日召开第五 届董事会第三十一次会议，审议通过了《关于与战略投资方共同对子公司进行增 资扩股暨关联交易的议案》。现将具体情况公告如下： 一、本次关联交易概述 （一）交易基本情况 鉴于公司与宁德时代新能源科技股份有限公司（以下简称"宁德时代"）签 署了《战略合作协议》与《股票认购协议》，双方拟进一步深化产业链合作及战 略协同，加快产业布局和资源整合，优化资本结构。为提升公司在锂电正极材料 经营优势和综合竞争力，公司与宁德时代拟共同对公司控股子公司江西升华新材 料有限公司（以下简称"江西升华"）增资扩股，公司拟将所持有的江西升华50,000 万元债权转作对其增资，认购江西升华新增注册资本人民币40,650.4065万元， 宁德时代拟现金增资人民币74,714.1913万元，认购江西升华新增注册资本人民 ...

证券代码：300432 证券简称：富临精工 公告编号：2026-024 3、本次会议的召集、召开符合《中华人民共和国公司法》《深圳证券交易 所创业板股票上市规则》《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》等法律、行政法规、部门规章、规范性文件及《公司章程》 的有关规定。 4、会议时间： （1）现场会议时间：2026年2月24日14:30 （2）网络投票时间：通过深圳证券交易所系统进行网络投票的具体时间为 2026年2月24日9:15-9:25，9:30-11:30，13:00-15:00；通过深圳证券交易所互 联网投票系统投票的具体时间为2026年2月24日9:15至15:00的任意时间。 5、会议的召开方式：现场表决与网络投票相结合。 富临精工股份有限公司 关于召开2026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。 一、召开会议的基本情况 1、股东会届次：2026年第三次临时股东会 2、股东会的召集人：董事会 2、登记地点：四川省绵阳市高端装备制造产业园凤凰中路 37 号富临精工股 份有限公司证券事务 ...

中国经济网北京2月3日讯 富临精工(300432.SZ)于1月30日收到四川证监局出具的《关于对富临精工 股份有限公司采取责令改正措施并对王志红等责任人采取出具警示函措施的决定》（〔2026〕5号）。 根据《信息披露管理办法》（证监会令第182号）第五十二条和《上市公司现场检查规则（2025年 修订）》（证监会公告〔2025〕5号）第二十一条的规定，四川证监局决定对富临精工采取责令改正的 行政监管措施，对王志红、王军、李鹏程、岳小平采取出具警示函的行政监管措施，并记入证券期货市 场诚信档案。 富临精工于2026年1月13日晚间发布向特定对象发行股票预案，本次向特定对象发行股票募集资金 总额为317,549.11万元，在扣除相关发行费用后的募集资金净额将投资于年产50万吨高端储能用磷酸铁 锂项目、新能源汽车电驱动系统关键零部件项目、机器人集成电关节项目、智能底盘线控系统关键零部 件项目、低空飞行器动力系统关键零部件项目。 富临精工本次发行对象为宁德时代新能源科技股份有限公司（简称"宁德时代"），宁德时代拟以现 金方式一次性全额认购，宁德时代将于本次发行完成后成为富临精工持股5%以上股东，因此宁德时代 构成富临精 ...

Core Viewpoint - Fulin Precision (300432) has been subjected to regulatory measures by the Sichuan Securities Regulatory Bureau due to various compliance violations, including governance, internal control, financial accounting, and information disclosure issues [1][2]. Group 1: Compliance Violations - The company governance issues include missing individual votes from board resolutions and lack of signatures from insiders on confidential information records [1]. - Internal control problems involve related party transactions where contracts were signed after the work commenced, and some revenue recognition documents were not retained [1]. - Financial accounting irregularities include misreported income from outsourced processing materials, premature revenue recognition for exports, and unaccounted inventory depreciation [1]. - Information disclosure failures consist of untimely and inaccurate disclosures regarding related party transactions and bad debt provisions [1]. Group 2: Regulatory Actions - The Sichuan Securities Regulatory Bureau has mandated corrective actions for Fulin Precision and issued warning letters to key executives, including the chairman and general manager [2]. - The company is required to rectify the identified compliance issues as part of the regulatory measures [2]. Group 3: Fundraising Activities - Fulin Precision announced a plan to raise approximately 3.18 billion yuan through a private placement, with proceeds allocated to various projects, including high-end lithium iron phosphate production and key components for electric vehicles [2][3]. - The placement involves a significant investment from CATL, which will acquire over 5% of Fulin Precision's shares, constituting a related party transaction [3]. Group 4: Shareholder Actions - The actual controller, An Zhifu, has completed a share reduction plan, selling a total of 17,097,476 shares at an average price of 15.48 yuan per share, amounting to approximately 265 million yuan [3]. - An Zhifu's total cash raised from share reductions in 2025 reached approximately 488 million yuan [5].

Core Insights - The establishment of a low-altitude economy standard system is a significant milestone, aiming to create a structured and systematic approach to the industry by 2027 and to exceed 300 standards by 2030, supporting safe and healthy development [2][3][4] Industry Development - The low-altitude economy in China is entering a phase of accelerated industrialization, forming a comprehensive ecosystem that includes technology research and development, equipment manufacturing, operational services, and infrastructure [3][4] - The construction guidelines emphasize five core areas: low-altitude aircraft, low-altitude infrastructure, air traffic management, safety regulation, and application scenarios, creating a "four-dimensional integration" standard supply system [4][5] Policy Impact - The clear standard system from the central government is expected to facilitate the implementation of local supporting standards, enhancing efficiency and guiding capital investment in the industry [5][6] - The guidelines are seen as a catalyst for innovation and entrepreneurship in the low-altitude economy, providing clearer development paths for companies and encouraging participation in standard formulation [6][9] Corporate Strategies - Companies are actively positioning themselves in the low-altitude economy by establishing research institutes and increasing R&D investments, with several listed companies announcing significant fundraising efforts for projects related to low-altitude vehicles and smart transportation [9] - For instance, Fulin Precision plans to raise 3.175 billion yuan for various projects, including low-altitude vehicle power systems, while Deep City Transportation aims to raise up to 1.8 billion yuan for smart transportation equipment and applications [9]