证券日报网讯佛塑科技（000973）8月22日在互动平台回答投资者提问时表示，本次拟收购的河北金力 新能源科技股份有限公司(以下简称金力股份)，其专注于锂电池湿法隔膜研发、生产和销售，产品广泛 应用于各类锂离子动力电池、储能电池和消费电池的生产制造，下游终端领域包括新能源汽车、储能电 站、电动工具、3C电子产品等。金力股份与佛塑科技同处于高分子薄膜材料领域，是我国及全球锂电 池湿法隔膜领域的领先企业。通过本次交易，一是有助于佛塑科技发力锂电池隔膜领域，完善新能源产 业布局；二是借助上市公司平台推动金力股份高质量发展；三是增强佛塑科技持续盈利能力，提高股东 投资回报水平。根据华兴会计师事务所出具的《审阅报告》，2025年1-3月，金力股份实现营业收入 87135.64万元，实现净利润4088.09万元。目前，本次交易正在积极推进中。 ...

Core Viewpoint - Zhonglv Electric (000537.SZ) is actively expanding its renewable energy business by establishing new subsidiaries to enhance its project capacity and align with its strategic development goals during the 14th Five-Year Plan period [1][2]. Investment and Subsidiary Establishment - Zhonglv Electric has announced the establishment of Zhonglv Electric (Wuhai) Energy Storage Co., Ltd. with a registered capital of 20 million yuan to support its renewable energy projects [1][2]. - The company has set up three subsidiaries in 2025, including Zhonglv Electric (Yulin) New Energy Power Co., Ltd. and Zhonglv Electric (Lingwu) New Energy Co., Ltd., to facilitate project development and management [1][3]. Financial Performance - In Q1 2025, Zhonglv Electric reported a revenue of 1.026 billion yuan, a year-on-year increase of 19.81%, and a net profit of 254 million yuan, up 52.18% [7]. - The company achieved a total power generation of 40.54 billion kWh in Q1 2025, representing a significant year-on-year growth of 98.05% [7]. Operational Capacity and Goals - As of Q1 2025, Zhonglv Electric's operational capacity reached 30.6355 million kW, with 19.3455 million kW in operation and 11.29 million kW under construction [3]. - The company aims to exceed 10 million kW in new construction indicators and achieve an operational capacity of over 22.5 million kW by the end of 2025 [4]. Profitability and Shareholder Returns - The net profit margin for Zhonglv Electric has shown a steady increase, reaching 33.99% in Q1 2025, reflecting strong cost control [5][8]. - The company has prioritized shareholder returns, distributing cash dividends of 186 million yuan and 372 million yuan in 2022 and 2023, respectively, and plans to distribute 413 million yuan in 2024 [8].

Core Viewpoint - Jiangsu Longpan Technology Co., Ltd. has signed a strategic cooperation agreement with Chuangneng New Energy Co., Ltd. for the sale of 150,000 tons of lithium iron phosphate cathode materials from 2025 to 2029, with a total sales amount exceeding 5 billion yuan [1][3]. Group 1: Company Developments - Longpan Technology has established long-term stable partnerships with major global lithium battery manufacturers, including a five-year supply agreement with LG Energy Solution for 260,000 tons of lithium iron phosphate products, marking the largest order in the global lithium iron phosphate market for 2024 [2]. - The company has also signed a supply agreement with Blue Oval (Ford Battery Plant) for the provision of lithium iron phosphate materials from 2026 to 2030 [2]. - In January 2024, Longpan Technology renewed its annual procurement agreement with CATL, setting a procurement cap of 7 billion yuan for 2025 [2]. Group 2: Industry Positioning - Longpan Technology is actively extending its industrial layout, with a 40,000-ton lithium iron phosphate project in Yichun, Jiangxi, reaching operational status in 2024 [2]. - The company is advancing its overseas lithium iron phosphate factory, with the first phase of a 30,000-ton project in Indonesia expected to begin mass production in 2025 [2]. - The cooperation with Chuangneng New Energy is expected to stabilize product sales and enhance market competitiveness for Longpan Technology, while ensuring a stable supply of lithium iron phosphate materials for Chuangneng's production needs [3].