证券简称：滨海能源 证券代码：000695 天津滨海能源发展股份有限公司 投资者关系活动记录表 编号：2025-003 答:公司已关注到行业的有关现状，将持续加强供应链管理、重视现金流管理、 做好风险控制。 6.请具体说明下公司终止重组的具体原因，是否和标的公司的估值争议有 关？结合近期己内酰胺市场价格触底。此次重组终止，是否意味着公司"负 极材料+尼龙新材料"双主业并行计划失败？后续有哪些并购的计划？ 答:自本次交易预案披露以来，公司及交易相关方积极推进本次交易的相关工 作，由于市场环境较本次交易筹划初期发生了变化，交易各方在对本次交易 进行协商和谈判后，对相关商业条款未能达成一致，为切实维护公司及全体 股东利益，经公司充分审慎研究及与交易各方友好协商，同意终止本次交易 事项。具体详见公司公告的《关于终止发行股份购买资产并募集配套资金暨 关联交易的公告》 根据《上市公司重大资产重组管理办法》及《深圳证券交 易所上市公司自律监管指引第 8 号——重大资产重组》等法律法规及规范性 文件的规定，本公司自终止重大资产重组事项公告披露之日起一个月内不再 筹划重大资产重组事项。未来如涉及重组事项，将依法披露，切实保障投 ...

Core Insights - Yichang High-tech Zone is actively developing the silicon-carbon anode industry, focusing on project construction, technological innovation, and resource allocation to create a distinctive industrial park with significant cluster advantages [1][2] Group 1: Technological Innovation - The silicon-carbon anode industry is a key development focus, with Yichang High-tech Zone encouraging technological innovation among enterprises to transition from traditional chemical industries to new energy and materials [2] - Yinsilicon (Ningbo) Technology Co., Ltd. is investing in a project with an annual production capacity of 2,000 tons of silicon-carbon anode materials, utilizing advanced gas-phase deposition technology for improved performance [2] - By 2030, the annual production capacity of silicon-carbon anode materials in the high-tech zone is expected to reach 150,000 to 200,000 tons, generating a revenue scale of 60 billion yuan and additional tax revenue exceeding 3 billion yuan [2] Group 2: Project Construction - Hubei Jiangxin New Materials Co., Ltd. is in the construction phase of its project, with plans to start trial production in June, focusing on high-energy-density lithium battery silicon-carbon materials [3] - The company plans to invest 1 billion yuan in two phases, aiming for an annual production capacity of 3,000 tons by the end of the year [3] - Multiple projects have been signed and initiated in the high-tech zone, including a 5.6 billion yuan project for electronic-grade silane and silicon-carbon anode materials [3] Group 3: Resource Allocation - Yichang High-tech Zone has introduced several silane production companies to ensure a steady supply of raw materials for downstream enterprises [4] - The annual production capacity of the silane project by Heyuan Gas is 5,000 tons, with plans for a 15,000-ton capacity in the ongoing project [4] - A public pipeline system is being constructed to facilitate "point-to-point" transmission of silane gas, reducing transportation risks for silicon-carbon materials [4]