众和昆仑(北京)资产管理有限公司董事长柏文喜向《证券日报》记者表示："中长期来看，终止项目可 能打乱哈空调'补链'节奏，或错失产能与技术窗口期。从行业角度来看，这也提醒企业在投建项目时需 前置风险对冲、注重产品差异化、采用轻资产或合作模式，必要时可快速调整产能布局，增强企业抗风 险能力。" 7月22日，哈尔滨空调股份有限公司(以下简称"哈空调（600202）")发布公告称，其控股子公司对外投 资将终止。 公告显示，公司2025年第六次临时董事会审议通过了《关于终止控股子公司仪征市永辉散热管制造有限 公司投资新建年产120万台套新能源材料及配套项目(一期)的投资计划的提案》。同意终止控股子公司 仪征市永辉散热管制造有限公司(以下简称"仪征永辉")投资新建年产120万台套新能源材料及配套项目 (一期)的投资计划。 提及终止原因，哈空调在公告中称："截至目前，该项目虽已取得土地使用权但未开展实质性建设，受 关税政策调整、运输及汇率波动等影响，项目设备进口成本大幅波动，加之市场竞争加剧、终端产品价 格承压，项目经济可行性已无法保障。" 早在2024年2月6日，哈空调就发布公告称，公司控股子公司仪征永辉拟在仪征市投资新 ...

本报讯 （记者袁传玺）7月22日，佛塑科技集团股份有限公司（以下简称"佛塑科技"）发布《佛山佛塑 科技集团股份有限公司发行股份及支付现金购买资产并募集配套资金暨关联交易报告书（草案）（修订 稿）》（以下简称《草案》），公司拟通过发行股份及支付现金的方式购买金力股份100%的股份，并 向公司控股股东广新集团发行股份募集配套资金。公告显示，本次交易对价合计为50.8亿元，其中以发 行股份方式支付对价46.8亿元，以现金方式支付对价4亿元。该方案发行股份及支付现金收购金力股份 100%股份与募集配套资金互为前提条件。 本次交易完成后，佛塑科技将与金力股份的业务资源及供应链整合，以锂电池隔膜作为突破，打开新能 源领域发展空间，拓展新能源领域产业机会，提升公司在新能源电池领域的影响力。 事实上，隔膜行业回暖行情下，金力股份业绩已逐步改善。根据《草案》，2025年1—5月，金力股份销 量持续稳定增长，实现营业收入14.86亿元，实现净利润8887.57万元（未经审计）。未来，随着金力股 份产能进一步释放，规模效应逐步凸显，生产效率及成本持续优化，盈利能力将不断增强。收购完成 后，金力股份还可借助上市公司平台优势，拓宽融资 ...

Group 1 - SK On has signed a lithium hydroxide supply agreement with EcoPro Innovation to procure up to 6,000 tons of lithium hydroxide by the end of this year, sufficient for the production of batteries for approximately 100,000 electric vehicles [1] - The materials will be processed in South Korea before being exported to SK On's battery manufacturing facility in the United States, enhancing the stability of the supply chain [1] - The planned multi-year supply agreement indicates a strong outlook for the demand for new energy materials and may improve South Korea's competitiveness in the global battery materials market [1] Group 2 - Xiamen Tungsten reported a total revenue of 19.178 billion yuan for the first half of 2025, an increase of 11.75% year-on-year, while the net profit attributable to shareholders decreased by 4.41% to 972 million yuan [2] - The decline in net profit was primarily due to last year's disposal gains, but excluding special factors, the net profit increased by 7.45%, indicating operational improvement [2] - The growth in net profit after excluding non-recurring items suggests enhanced profitability in the core business, indicating potential for future growth [2] Group 3 - Huasheng Lithium Electric announced that shareholder Dongjin Industry plans to reduce its holdings by up to 3.567 million shares, accounting for 2.24% of the company's total share capital, due to funding needs [3] - The reduction will occur through centralized bidding and block trading within three months after the disclosure of the reduction plan [3] - This move may attract market attention regarding changes in the company's equity structure, although the short-term operational impact is expected to be limited [3]

天赐材料（002709）公告，全资子公司九江天赐与楚能新能源签订生产材料采购合作协议，约定在2030 年底前向楚能新能源供应总量不少于55万吨的电解液系列产品。具体合作项目及产品型号由双方另行签 订备忘录或补充协议确定。该协议为框架性协议，实际采购量以协议执行情况为准，存在不确定性。协 议履行将对公司2025年至2030年度经营业绩产生积极影响，具体影响金额及时间将视协议实施情况确 定。 ...

努曼陀罗（丽江）管理咨询合伙企业执行事务合伙人霍虹屹对《证券日报》记者表示，在新能源车、储 能、轨交等领域带动下，高端电容膜市场正迎来结构性扩容。在"双碳"目标推动下，功率电子加速向轻 量化、小型化、高耐压发展，电容膜处于技术密集度提升与国产化生产加快的双重周期中。 他还表示，华生科技此时进入高端电容膜市场，正值下游需求扩张与国产替代加快推进之际。公司项目 快速推进、初步完成产线验证，具备一定切入基础。但高端电容膜技术门槛高、客户认证周期长、市场 集中度高，新进入者仍需在产品稳定性与客户拓展之间建立长期竞争力。 该项目于2022年立项，总投资约4.7亿元，是华生科技近年来战略转型的重点工程之一。公告显示，尽 管目前电容薄膜业务在公司整体营收中占比仍小，但项目的推进将有助于完善产品布局、提升综合竞争 力，并培育新的利润增长点。从公司长期战略来看，该项目亦被视为探索"第二增长曲线"的关键支点。 未来，公司计划通过技术与管理创新，推动产品有序进入行业中高端市场。 电容薄膜是电容器制造的核心材料之一，广泛应用于新能源汽车、储能系统、轨道交通、光伏逆变器等 领域。该类材料对介电性能、热稳定性、绝缘性等方面有较高要求，属 ...

新华财经北京7月16日电近日，国民技术向港交所提交上市申请书，独家保荐人为中信证券。 国民技术于2010年在深交所上市，公司为集成电路、锂电池材料双主业模式，2024年两项业务收入占比均约47%左右。 近年来，公司收入稳步增长，但持续出现亏损，2025年一季度亏损超2000万元。公司持续亏损与毛利率不稳定、各项支出较大有关。近3年，公司经营现金 流持续出现净流出。 集成电路、锂电池材料双主业 国民技术是一家平台型集成电路设计公司，为各类智能终端提供高安全性、高可靠性、高集成度的控制芯片与系统解决方案。除芯片业务外，国民技术亦同 步发展锂电池负极材料业务，形成"集成电路+新能源材料"双主业协同布局。 在集成电路领域，公司聚焦通用MCU、专业市场芯片、射频芯片和BMS四大产品线，覆盖汽车电子、智能家电、物联网终端等应用场景。 按2024年收入计，公司在全球平台型MCU市场中，在中国企业中名列前五，而在全球32位平台型MCU市场中，在中国企业中名列前三。此外，按2024年收 入计，公司在内置商业密码算法模块的中国MCU市场中排名第一。 图1：国民技术业务模式 公司的锂电池负极材料业务涵盖锂电池负极材料的自主研发、生 ...

公告显示，公司此次由盈转亏主要系出售"中机科技发展(茂名)有限公司"带来的投资收益约2.08亿元所 致。今年则未发生类似处置事项，剔除该部分影响后，两期利润水平基本持平。 7月14日，金圆股份(000546.SZ)发布2025年半年度业绩预告。据公告，上半年度公司预计归母净利润亏 损3,000万元至5,000万元，扣非净利润亏损1.1亿元至1.5亿元。 当前公司仍处于转型爬坡期，整体业绩表现属于预期范围内。 以下为本报告期与上年同期核心数据： | 项目 | 本报告期 | 上年同期 | | --- | --- | --- | | 归属于上市公司 | 亏损:3,000万元-5,000万元 | 盈利:17.382.58 万元 | | 股东的净利润 | | | | 扣除非经常性损益 | 亏损:11.000万元 - 15.000万元 | 亏损:7.937.07 万元 | | 后的净利润 | | | | 基本每股收益 | 亏损:0.04元/股-0.06元/股 | 盈利:0.23元/股 | 正因如此，公司持续推进"新能源材料"第二主线的发展，意在打开新的成长空间。目前公司生产线仍处 于试生产阶段，新能源业务尚未产生盈利，也 ...

Core Insights - The article discusses the advancements and innovations in the new energy materials industry, particularly focusing on lithium battery technologies and their applications in electric vehicles and other sectors [5][8][12]. Group 1: Industry Trends - The global demand for lithium resources is concentrated in the Asia-Pacific region, especially in China, while mineral deposits are primarily found in Australia, South America, and Africa [7]. - China leads the export market for new energy vehicles, with significant advancements in recycling capacity, particularly in the production of black powder through hydrometallurgical processes [7]. - The industry is witnessing a dual-track strategy of "cascading utilization + resource regeneration" to enhance global operations, with domestic hubs in China and international pre-treatment facilities in Germany, the US, and Japan [7]. Group 2: Technological Innovations - New silicon-carbon materials have achieved high reversible capacity (up to 2212 mAh/g) and long cycle life (over 1400 cycles) while maintaining low expansion rates [8]. - Breakthroughs in solid-state electrolytes have been made, with multiple generations of products developed to enhance performance in lithium-ion batteries [8]. - Companies are focusing on optimizing silicon-based anodes to address challenges related to volume expansion and initial efficiency, leading to improved cycle stability [11]. Group 3: Equipment and Manufacturing Advances - Advanced manufacturing equipment is being developed to increase production capacity and reduce operational costs, such as a six-column three-layer atmosphere roller furnace that boosts capacity by 50% [12]. - Innovations in temperature control and atmosphere management are ensuring high product consistency and energy savings of up to 20% [12]. - Companies are implementing automated systems to enhance efficiency in material handling and processing, significantly reducing labor costs and improving operational efficiency [15].

Core Viewpoint - The lithium manganese oxide market is experiencing steady growth, with a total shipment volume of 64,000 tons in the first half of 2025, representing a year-on-year increase of 6.6% [2]. Group 1: Market Overview - The leading company in the market is Boshik High-Tech, with a shipment volume exceeding 19,000 tons, placing it in the first tier [4][5]. - Other companies in the second tier, each with shipments over 4,000 tons, include Guangxi Lijin, Xinxiang Hongli, Ganzhou Jiexing, and Guizhou Zisite [4][5]. - The third tier consists of companies with shipments over 1,000 tons, including Jiangxi Chaoshi, Wuxi Changshi, Guizhou Jiashang, Southwest Manganese, and Henan Hengyi [4][5]. - The industry shows high concentration, with Boshik High-Tech accounting for approximately 30% of the total shipment volume, and the top three companies holding over 50% of the market share [5]. Group 2: Company Developments - Boshik High-Tech's manganese-based new energy electronic materials production project in Hubei is set to be completed by mid-July 2025, establishing a full industrial chain from manganese ore to metal manganese, manganese-based precursors, and comprehensive recycling [7]. - The company has made significant technological breakthroughs in the next-generation manganese-based cathode material, high-voltage nickel manganese lithium, attracting interest from major battery manufacturers such as CATL, SAIC, GAC Aion, and Zhongchuang Innovation [7].

Core Viewpoint - The collaboration between Sichuan Development Longmang Co., Ltd. and Fulian Precision Co., Ltd. is seen as a strong alliance between two leading companies in their respective fields, aiming for complementary advantages and mutual benefits [2][3]. Group 1: Partnership Details - Both companies signed a Cooperation Framework Agreement to collaborate in equity and capital, as well as in lithium iron phosphate projects and precursor projects [2]. - They plan to establish a joint venture where Fulian Precision or its designated party will hold 51% and Sichuan Development Longmang or its designated party will hold 49%, to invest in a new 100,000 tons/year high-pressure dense lithium iron phosphate project [2]. - Another joint venture will be formed with Fulian Precision or its designated party holding 49% and Sichuan Development Longmang or its designated party holding 51%, to build a 100,000 tons/year lithium dihydrogen phosphate precursor project [2]. Group 2: Strategic Advantages - Sichuan Development Longmang is recognized as a leading company in the domestic phosphate chemical sector, with a focus on lithium iron phosphate and other new energy materials, creating a dual-driven industrial pattern [3]. - Fulian Precision is a core supplier of intelligent electric control and incremental components for new energy vehicles, known for its advanced high-pressure dense lithium iron phosphate materials with significant technical and performance advantages [3]. - The partnership is expected to enhance both companies' core competitiveness in the new energy materials sector and optimize their resource integration capabilities within a green circular economy industry chain [3].