Core Viewpoint - The company, Dongfang Zirconium (002167.SZ), has announced the investment in a new project to produce 10,000 tons of battery-grade high-purity composite zirconia annually, with a total investment budget of 300 million yuan and a construction period of 32 months [1] Group 1 - The project will be developed by the company's wholly-owned subsidiary, Jiaozuo Dongzhuo New Materials Co., Ltd. [1] - The construction period is divided into two phases, each lasting 16 months [1] - The new project aims to extend the company's product line downstream, complementing the existing 60,000 tons annual production of battery-grade chlorinated zirconia by its subsidiary, Qinyang Dongzhuo New Materials Technology Co., Ltd. [1]

Core Viewpoint - The company, Dongfang Zirconium (002167.SZ), has announced the investment in a new project to produce 10,000 tons of battery-grade high-purity composite zirconia annually, with a total investment budget of 300 million yuan and a construction period of 32 months [1] Group 1 - The project will be developed by the company's wholly-owned subsidiary, Jiaozuo Dongzhuo New Materials Co., Ltd. [1] - The construction period is divided into two phases, each lasting 16 months [1] - The new project aims to extend the company's operations downstream, complementing the existing 60,000 tons annual production capacity of battery-grade chlorinated zirconia at its subsidiary, Qinyang Dongzhuo New Materials Technology Co., Ltd. [1]

Core Viewpoint - The company, Dongfang Zirconium (002167), announced the investment in a new project to produce 10,000 tons of battery-grade high-purity composite zirconia annually, aiming to extend its downstream operations and enhance industry synergy in emerging applications [1]. Group 1 - The company’s wholly-owned subsidiary, Jiaozuo Dongzhuo New Materials Co., Ltd., will undertake the investment for the new project [1]. - The new project is designed to complement the existing annual production of 60,000 tons of battery-grade chlorinated zirconia by another subsidiary, Qinyang Dongzhuo New Materials Technology Co., Ltd. [1]. - This strategic move is expected to create a chain development, focusing on high value-added business growth points [1].

Group 1 - Ruisheng Intelligent has won a procurement project for domestic computing power equipment and related services with a total value of 1.52 billion yuan (including tax) [2] - The project focuses on providing a full chain of services from data management to intelligent decision-making, which is a significant development direction for the company [2] - The fulfillment of this contract is expected to have a positive impact on the company's future operating performance [2] Group 2 - Beiqing has been investigated by the China Securities Regulatory Commission (CSRC) for suspected violations of information disclosure laws, but the company's operations remain normal during the investigation [3] - Tian Tie Technology's controlling shareholder and actual controller has been criminally detained, but the company asserts that this matter is unrelated to its daily operations [4] - Water Well Square clarified that rumors regarding a potential acquisition by another liquor company are untrue [5] Group 3 - Jinlongyu has signed a strategic cooperation framework agreement with Donghai Investment Control to establish a 1.5 billion yuan industrial merger fund [6] - The fund will focus on investments related to the company's main business and the new energy solid-state battery industry [6] - XWANDA's subsidiary has signed a strategic cooperation framework agreement with Zhongwei Co., aiming to develop solid-state battery materials [7][10] Group 4 - Banachian intends to acquire 100% of Zhonglian Century's shares, with the stock resuming trading on December 26, 2025 [8] - Shanghai Port Bay reported that its commercial aerospace and perovskite solar business account for less than 1% of its revenue, indicating limited impact on its main operations [9] Group 5 - Zhiguang Electric's subsidiary has signed a procurement contract worth 148.13 million yuan for high-voltage energy storage systems [18] - China Oil Engineering has signed a 424 million USD EPC contract with Kazakhstan's national oil and gas company for a pipeline project [19] - Longjian Co. has been awarded a project with a bid of 612 million yuan for an ecological farming and resource utilization project [20]

1、碳酸锂现货：12月25日，优质碳酸锂市场价格区间为116000-117200元/吨，较上一工作日下调250 元；电池级碳酸锂市场价格区间在114500-117200元/吨，较上一工作日下调400元；工业级碳酸锂市场 价格区间为112000-114000元/吨，较上一工作日下调250元。 2、碳酸锂期货：12 月 25 日主力合约先跌后拉，日内跌幅收窄至 0.6%；此前广期所公告自 12 月 26 日 起，碳酸锂期货相关合约最小开仓下单量由 1 手调至 5 手，抑制过度投机。 2、ICC鑫椤资讯：2025年1-11月，全球锂电池产量为2058.44吉瓦时，同比增长48.59%；全球储能电池 累计产量535.98吉瓦时，同比增长64.14%。 3、宁德时代与韩国锂电池电解液制造商Enchem签订为期五年的电解液供应合同，共计35万吨，年均7 万吨的供应量。Enchem同时披露，该合同规模约达1.5万亿韩元，约合72.68亿元人民币，相当于 Enchem2024年销售额4倍以上，成为该公司成立以来最大规模的单一客户订单。 4、国城矿业旗下国城锂业有限公司年产20万吨锂盐项目一期主体结构已完成90%，工艺设备安装 ...

近日，联泓新材料科技股份有限公司披露锂电添加剂VC装置成功投产的公告，控股子公司山东华宇同 方电子材料有限公司在山东省济宁市汶上化工产业园投资建设的4000吨/年锂电添加剂碳酸亚乙烯酯 (VC)装置于2025年12月22日成功投产，已顺利产出合格产品。 公告提到，新能源电池材料是公司重要战略发展方向，公司本次投产的VC产品是目前锂电池电解液中 用量最大的添加剂品类，其作为有机成膜添加剂与过充电保护添加剂，可以有效提高电池的容量和循环 寿命，对锂电池综合性能的提升至关重要。今年以来，受益于新能源汽车市场持续增长，以及储能需求 爆发，叠加低空经济等其他新兴领域的发展，锂电池电解液行业呈现加速增长趋势，整体景气度较高， 锂电溶剂、锂电添加剂等相关产品市场价格近期快速上涨。 继联泓格润新能源材料和生物可降解材料一体化项目顺利投产后，华宇同方锂电添加剂VC装置的成功 投产，进一步丰富了公司在新能源电池材料领域的产品布局。公司战略2.0阶段布局的多个项目逐步落 地，有利于增强核心竞争优势，预计对公司业绩将产生积极影响。 ...

格隆汇12月23日丨联泓新科(003022.SZ)公布，公司控股子公司山东华宇同方电子材料有限公司(以下简 称"华宇同方")在山东省济宁市汶上化工产业园投资建设的 4000 吨/年锂电添加剂碳酸亚乙烯酯(VC)装置 于2025 年12 月22日成功投产，已顺利产出合格产品。 新能源电池材料是公司重要战略发展方向，公司本次投产的VC 产品是目前锂电池电解液中用量最大的 添加剂品类，其作为有机成膜添加剂与过充电保护添加剂，可以有效提高电池的容量和循环寿命，对锂 电池综合性能的提升至关重要。今年以来，受益于新能源汽车市场持续增长，以及储能需求爆发，叠加 低空经济等其他新兴领域的发展，锂电池电解液行业呈现加速增长趋势，整体景气度较高，锂电溶剂、 锂电添加剂等相关产品市场价格近期快速上涨。据行业机构预测，2026年动力及储能电池需求增速预计 超过 30%，其中储能电池增速可达50%以上，将带动对相关电池材料的需求增长。 财经频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 继联泓格润新能源材料和生物可降解材料一体化项目顺利投产后，华宇同方锂电添加剂 VC 装置的成功 投产，进一步丰富了公司在新能源电池材料领域的 ...

Core Viewpoint - Luoyang Kexin New Materials Co., Ltd. (hereinafter referred to as "Kexin New Materials") announced a one-year delay in the production capacity of its project "Annual Production of 6,000 Tons of Silicon Carbide Composite Materials for New Energy Battery Materials" [1] Group 1 - The project includes two production lines: "Annual Production of 4,000 Tons of Silicon Carbide Composite Material Crucibles" and "Annual Production of 2,000 Tons of Silicon Carbide Composite Material Casings" [1] - The first phase, focusing on the crucible production line, is currently under construction and is prioritized due to relatively clear market demand [1] - The second phase, concerning the casing production line, is delayed due to incomplete market demand and overall market capacity uncertainties [1] Group 2 - The completion date for the project has been postponed from December 31, 2025, to December 31, 2026, without changes to the investment主体, fundraising purposes, or investment scale [1] - To maintain technological continuity and respond to potential opportunities, the project team has not completely halted investments in the product line but is instead acquiring experimental equipment and establishing small trial production lines [1] - This approach aims to sustain product research and development, sample testing, and customer validation capabilities, preparing for a rapid start when market conditions mature [1]

Core Viewpoint - Dongfang Zirconium (002167.SZ) has announced the investment in a new project for the production of 60,000 tons of battery-grade zirconium oxychloride and 12,000 tons of high-purity zirconium-hafnium separation oxides, with a total investment budget of 737 million yuan [1] Group 1 - The project will be constructed by the wholly-owned subsidiary Qinyang Dongzircon New Materials Technology Co., Ltd [1] - The project is located in the Qinxin North Park of the Qinyang Economic and Technological Development Zone in Jiaozuo City [1] - Construction is planned to commence in January 2026 [1]

Core Viewpoint - The company has approved its wholly-owned subsidiary to invest in a project for the production of 60,000 tons of battery-grade zirconium oxychloride and 12,000 tons of high-purity zirconium and hafnium separation oxides, with a total investment budget of 737 million yuan [1] Group 1: Project Details - The project is planned to commence construction in January 2026 and will be executed in two phases [1] - Phase one will focus on the construction of 35,000 tons per year of high-purity zirconium oxychloride, while phase two will add 25,000 tons per year of high-purity zirconium oxychloride and 12,000 tons per year of oxides [1] - The funding for the project will come from the company's own resources or self-raised funds [1] Group 2: Strategic Implications - This investment aligns with the company's strategic goals and is expected to enhance its competitiveness and profitability [1] - The project is still subject to administrative approvals, which introduces an element of uncertainty [1]