Core Viewpoint - Tianji Co., Ltd. is expected to achieve a net profit of between 70 million and 105 million yuan in 2025, marking a turnaround from a loss of 1.361 billion yuan in the previous year, despite facing regulatory scrutiny for several compliance issues [2][5]. Group 1: Financial Performance - The company forecasts a net profit of 70 million to 105 million yuan for 2025, indicating a significant recovery from a loss of 1.361 billion yuan in the previous year [2][5]. - The turnaround in performance is attributed to rapid growth in demand in the new energy vehicle and energy storage markets, along with a rise in sales prices of its main product, lithium hexafluorophosphate, in the fourth quarter of 2025 [5][6]. - The stock price of Tianji Co., Ltd. surged from 8.77 yuan per share at the beginning of the year to 46.43 yuan by year-end, with a peak of 51.25 yuan, resulting in an annual increase of 429.42% [6]. Group 2: Regulatory Issues - The company received a warning letter from the Guangdong Securities Regulatory Bureau and the Shenzhen Stock Exchange due to three main issues: non-compliance in goodwill impairment testing, inaccurate financial accounting, and improper information disclosure [2][5]. - Specific issues included inadequate basis for sales growth rate predictions in goodwill impairment tests for subsidiaries, improper salary accruals for sales and management personnel, and failure to follow required procedures for financial assistance to non-related parties [5][6]. - The regulatory authorities have mandated corrective actions for the company and issued warning letters to key executives, including the chairman and CFO [6].

问：公司固态发展情况如何？ 来源：证券之星 证券之星消息，2026年1月15日中伟新材(300919)发布公告称Millennium Partners、Trivest Advisors、 Coatue、Ishana Capital、J.P.Morgan于2026年1月14日调研我司。 具体内容如下： 投资者提出的问题及公司回复情况 公司就投资者在本次说明会中提出的问题进行了回复：问：如何看待三元未来市场空间？ 答：根据鑫椤统计，2025年全球产量103.8万吨，同步增长7.7%，其中，中伟在三元前驱体市场的出货 量仍然保持市场第一。 我们依然看好未来三元市场，主要原因包括欧洲动力市场汽车增速呈现高增长、中国市场新高端车型推 出带动三元增长、存量电动车单车带电度数提升推动材料需求增长。 公司已建成镍资源冶炼产能19.5万金属吨，权益量约12万金吨，预计2026年满产。其中，公司具备年产 9万吨电解镍的产能，权益量约6万吨。2026年1月中青新能源二期项目实现全面投产，公司具备年产6万 金吨高冰镍的生产能力。 答：公司与境内外固态电池头部客户均有业务合作，现阶段公司固态电池材料出货近50吨。固态电池前 驱体绝大部 ...

400Wh/kg的能量密度、-30℃至100℃的工作环境、5分钟满充、10万次循环寿命，这些完美参数吸引了行业内外的广泛关注。最重要的是，Donut Lab计划 于2026年第一季度交付搭载该电池的电动摩托车。如果能够顺利进行，这将成为全球首家量产上车的全固态电池玩家。 消息非常令人振奋，但也不用太过激动。这家名不见经传的Lab并没有透露更多的技术细节，也没有展示是何种技术路线，是否能够实现还有待时间检 验。眼下摆在面前的，硫化物固态电池依然是最接近产业化落地的一条路径。沿着这一路线向上游拆解，硫化锂是绕不开的核心前驱体。 01 "单一路径依赖" 硫化物固态电池的产业链条非常清晰：硫化物固态电池→硫化物固态电解质→关键前驱体材料（硫化锂Li₂S）。可以发现，这里存在一种单一的"路径依 赖"。 近日，在"科技界春晚"CES 2026的热潮中，芬兰初创公司Donut Lab的全球首款可量产全固态电池横空出世。 一方面，在硫化物固态电解质的典型配方中，Li₂S同时承担锂源与硫源功能，是合成过程中不可替代的基础原料。无论是Li₆PS₅Cl、Li₁₀GeP₂S₁₂等主流体 系，还是其衍生配方，均高度依赖高纯度硫化锂作为 ...

Group 1: Chaohongji (潮宏基) Overview - Chaohongji is expected to achieve a net profit attributable to shareholders of 436-533 million yuan in 2025, representing a year-on-year growth of 125%-175% [2][8] - The company plans to reach a total of 1,668 jewelry stores by the end of 2025, with a net increase of 163 stores during the year [2][8] - The brand focuses on young consumers by emphasizing "non-heritage," "beading," and "trending" categories, which is expected to enhance its market performance [2][9] Group 2: Babi Food (巴比食品) Overview - Babi Food is a leading chain brand in the breakfast bun market, expanding from 2,074 stores in 2016 to 5,685 stores in the first half of 2025 [11][12] - The national bun market is projected to grow from 704 billion yuan in 2024 to 740 billion yuan in 2025, with a year-on-year increase of 5.1% [12][14] - The competitive landscape is fragmented, providing significant room for consolidation, with Babi Food being the largest player in the market [13][14] Group 3: Minshida (民士达) Overview - Minshida is positioned to benefit from the growing demand for aramid paper in the aerospace sector, with China applying for frequency and orbital resources for 203,000 new satellites [3][15] - The company’s aramid paper is recognized for its high strength, lightweight, heat resistance, and insulation properties, making it suitable for various aerospace applications [15][16] - The demand for transformers is expected to rise due to the aging power grids in North America and Europe, which will further drive the need for Minshida's products [16][17] Group 4: Nakanor (纳科诺尔) Overview - Nakanor has successfully delivered dry electrode equipment for space power applications, enhancing its technological innovation capabilities [20][21] - The company is advancing its production capacity with a new 1,500-ton production line that began trial production in June 2025, achieving a 50% operating rate by September 2025 [18][21] - Nakanor is establishing a regional headquarters in Hainan to facilitate global strategic layout and enhance its international market competitiveness [22][23]

证券日报网讯1月15日，璞泰来（603659）在互动平台回答投资者提问时表示，公司积极布局固态电池 工艺设备，已在固态电池前段、中、后段多个制造环节进行布局。在干法技术路线下，公司主要的固态 电池设备包括：正极流化床、锂金属负极成型设备、搅拌机、成膜机、辊压机、叠片机等；在湿法技术 路线下，公司主要的设备包括：涂布机、VOCS等。后段重要设备如等静压设备正在进行样机的开发和 评价中。2025年，受益于下游电池制造商积极扩产应对下游新能源车、储能市场增量需求，公司年内新 接订单实现大幅增长，目前在手订单充足。过去几年，公司固态电池设备累计承接订单超过2亿元。 ...

Group 1 - The company, Defu Technology, announced a share buyback plan with a total amount between 75 million and 150 million yuan, with a maximum buyback price of 53.46 yuan per share, which is 69.82% higher than the current price of 31.48 yuan [1] - The company has seen a cumulative stock price decline of 12.04% this year [1] - Defu Technology specializes in the research, production, and sales of high-performance electrolytic copper foil, with its main business revenue composition being 77.53% from lithium battery copper foil, 14.80% from electronic circuit copper foil, and 7.66% from other sources [1] Group 2 - As of January 9, the number of shareholders for Defu Technology increased by 6.76% to 59,800, while the average circulating shares per person decreased by 6.33% to 6,268 shares [2] - For the period from January to September 2025, Defu Technology achieved operating revenue of 8.5 billion yuan, representing a year-on-year growth of 59.14%, and a net profit attributable to shareholders of 66.59 million yuan, up 132.63% year-on-year [2] - Since its A-share listing, Defu Technology has distributed a total of 24.76 million yuan in dividends [3]

证券代码：002203 证券简称：海亮股份 浙江海亮股份有限公司投资者关系活动记录表 | 问题二、公司能否介绍 2025 年铜箔经营业绩？ | | --- | | 您好！公司铜箔业务发展于 2025 年有了很大的进步与变化， | | 无论是新能源领域用铜箔还是电子电路铜箔在 2025 年都出现了 | | 比较旺盛的需求，具体经营业绩敬请关注公司定期报告。谢谢！ | | 问题三、公司能否介绍一下印尼基地的情况？ | | 您好，印尼海亮作为中国第一家出海的铜箔工厂，目前已全 | | 面合作加速海外业务发展，与全球 top10 动力电池客户中 5 家、 | | 3C 数码 top3 客户中 2 家，签订定点供货协议。相关协议自 2026 | | 年开始，就双方合作产品规格、数量、金额等做出约定。印尼今 | | 年的情况值得期待，在未来可以强化海亮铜箔业务在国际化竞争 | | 中的核心优势。感谢您的关注！ | | 问题四、目前公司在甘肃和印尼的铜箔产能有多少？ | | 您好，公司经过持续的设备优化及技术创新，叠加市场需求 | | 等因素，目前公司铜箔产能利用率较 2025 年初有了很大提升， | | 具体产能数据敬请 ...

联泓新科（003022.SZ）1月15日在投资者互动平台表示，公司已开发出固态电解质分散剂、硅碳负极粘 结剂等固态、半固态电池等新型电池关键功能材料，部分产品已形成批量销售，并积极开展其他固态电 解质关键材料研发。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：董秘您好，公司是否研发了有机-无机复合固态电解 质？ ...

格隆汇1月15日丨联泓新科(003022.SZ)在互动平台表示，公司已开发出固态电解质分散剂、硅碳负极粘 结剂等固态、半固态电池等新型电池关键功能材料，部分产品已形成批量销售，并积极开展其他固态电 解质关键材料研发。 ...

Market Overview - On January 15, the Shanghai Composite Index closed at 4112.60 points, down 0.33%, with a trading volume of 11,759 billion yuan. The Shenzhen Component Index rose 0.41% to 14,306.73 points, with a trading volume of 17,296.48 billion yuan. The ChiNext Index increased by 0.56% to 3,367.92 points, with a trading volume of 8,497.13 billion yuan. The total trading volume for both markets was 29,055.48 billion yuan, a decrease of 10,358.95 billion yuan compared to the previous trading day [1]. Sector Performance - The chemical, electronics, non-ferrous metals, precious metals, and real estate sectors showed strong performance, while industries such as media, defense, computer, retail, textiles, pharmaceuticals, education, and light manufacturing experienced declines. Notably, the phosphorous chemical, storage chip, solid-state battery, fluorine chemical, organic silicon, and minor metals concepts were particularly active [2]. - Among the stocks, 2,169 rose, while 2,898 fell, with 104 remaining flat and 13 suspended. Excluding newly listed stocks, there were 65 stocks that hit the daily limit up and 72 that hit the limit down [2]. Capital Flow - The net outflow of main funds in the Shanghai and Shenzhen markets was 509.2 billion yuan, with the ChiNext experiencing a net outflow of 302.36 billion yuan. The CSI 300 index saw a net inflow of 53.17 billion yuan, while the STAR Market had a net outflow of 7.86 billion yuan. The electronics sector had the highest net inflow of 99.72 billion yuan, followed by banking, chemicals, and real estate [4]. - A total of 2142 stocks saw net inflows, with 117 stocks receiving over 1 billion yuan in net inflows. Leading the inflows was Luxshare Precision with 2.689 billion yuan, followed by Zhongji Xuchuang, Wolong Materials, and others [8][9]. Individual Stock Performance - The stocks with the highest net outflows included BlueFocus with a net outflow of 3.139 billion yuan, followed by Shanzhi Technology, Dongfang Wealth, and others [11][12]. - Institutional investors had a net buy of 15 stocks, with the highest net buy in Province Group at approximately 494 million yuan. Conversely, the highest net sell was in Liou Co., with a net outflow of approximately 432 million yuan [14][15].