鑫椤会议： 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：快科技 12月10日，凯盛新材发布公告， 决定对公司2023年可转债募投项目"10000吨/年锂电池用新型锂盐项 目"重新论证并暂缓实施。 该项目原计划募集资金投入5.5亿元，但截至2025年11月30日尚未开工建设， 募集资金投入为零。 凯盛新材表示，当前新能源产业处于调整期，锂电池技术更新迭代频繁，市场变化较大。为避免资源浪 费、降低企业生产经营成本、提高募集资金使用效率，公司经审慎论证后决定暂缓实施该项目。公告强 调，此举是基于当前宏观及行业环境变化、公司实际运营情况做出的审慎决策，不存在变相改变募集资金 投向和其他损害股东利益的情形。 凯盛新材表示，本次暂缓实施不会对公司当前生产经营造成重大影响。长远来看，有利于优化资源配置、 降低投资风险。后续公司将根据市场趋势及生产经营状况适时安排该项目，并密切关注行业政策及市场环 境变化，确保募集资金有效利用和公司持续稳定发展。 如想了解更多关于锂电池行业信息，欢 迎订购《 2025-2029年全球锂电池应用市场运行趋势及竞争 策略研究报告 》，订购 ...

Core Viewpoint - Bettery, a global leader in new energy materials, demonstrated strong operational resilience and market competitiveness in its 2024 annual report, achieving a revenue of 14.237 billion yuan and a net profit of 930 million yuan despite facing significant industry challenges [2] Group 1: Financial Performance - In 2024, Bettery reported total assets of 33.347 billion yuan, a year-on-year increase of 13.49%, and net assets of 12.227 billion yuan, up 5.67% [2] - The company’s revenue from negative electrode materials reached 10.692 billion yuan, with sales volume exceeding 430,000 tons, maintaining a global market share of over 21% [3] Group 2: Industry Context - The global new energy materials industry is experiencing a dual scenario, with negative electrode material production exceeding 2 million tons (up 35%) while demand growth is only 20%, leading to an average industry operating rate below 60% and a 30% drop in prices [3] - New technologies such as solid-state batteries and sodium-ion batteries are accelerating commercialization, prompting major companies to increase patent acquisitions [3] Group 3: Innovation and R&D - Bettery emphasizes innovation as a core driver of development, with R&D investment reaching a historical high of 5.42% of revenue, totaling 692 authorized patents [4] - The company has developed a unique "research generation, reserve generation, production generation" model for silicon-based negative electrode materials, achieving an effective capacity of 5,000 tons per year [4] Group 4: Strategic Expansion - Bettery is actively expanding its global presence, with significant projects in Indonesia and Morocco aimed at enhancing its competitive edge in international markets [6] - The company has initiated the construction of an integrated project in Indonesia with an annual capacity of 80,000 tons for lithium battery negative electrode materials, marking a significant step in Southeast Asia [6]