Group 1 - The core project of Mengxing Nano is expected to be operational by the end of June 2023, with a total investment of approximately 350 million yuan, including two factories and one office building, covering a total area of 33,416.97 square meters [1] - Mengxing Nano focuses on lithium battery cathode materials, with its core products, lithium manganese iron phosphate and precursor materials, achieving a 10% to 20% increase in energy density compared to traditional lithium iron phosphate, and a 5% to 10% reduction in costs, while also demonstrating excellent low-temperature charging performance [1] - The project is incubated by the Hunan Smart Electric Valley New Energy Technology Research Institute, which was established in October 2022 and aims to invest 5 billion yuan in the development of new energy projects in the Wancheng Economic Development Zone [2] Group 2 - Once fully operational, the project is expected to generate an annual output value of 10 billion yuan and contribute 400 million yuan in taxes [3] - The research institute plans to incubate 14 projects over the next five years, with 8 projects expected to be officially launched, and aims to cultivate 5 national high-tech enterprises, covering various directions including mineral resource extraction, lithium-sodium ion battery material preparation, and large-scale industrial energy storage technology development [3] - The institute aims to achieve over 100 national and international invention patents and to build a talent team with over 50% of members holding master's or doctoral degrees [3]

Core Viewpoint - The article highlights the rapid development of the manganese iron phosphate lithium industry in Changsha, Hunan, with the Montstar Nano project expected to commence operations by the end of June 2023, significantly increasing production capacity in the sector [1]. Group 1: Project Overview - The Montstar Nano project in Changsha has a total investment of approximately 350 million yuan and a construction area of 33,416.97 square meters, which includes two factories and one office building [1]. - Once fully operational, the project will achieve an annual production capacity of 40,000 tons of manganese iron phosphate lithium, generating an estimated annual output value of 2 billion yuan and tax revenue exceeding 80 million yuan [1]. Group 2: Research Institute and Future Plans - The project is incubated by Hunan Zhidian Valley New Energy Technology Research Institute, which was officially established on May 29, 2023, with a total investment plan of 5 billion yuan for the development of a research platform [1][2]. - The research institute aims to incubate 14 projects over the next five years, with 8 projects expected to be officially launched, and plans to cultivate 5 national high-tech enterprises [2]. Group 3: Industry Dynamics - Despite the promising performance advantages of manganese iron phosphate lithium materials, their application has not met expectations due to increased competition from optimized lithium iron phosphate materials and inherent cost and technical challenges [2]. - Several projects are currently advancing in the industry, including a 20,000-ton production project in Gansu and a 100,000-ton project in Shanxi, indicating a growing interest in manganese iron phosphate lithium [3]. - Major battery companies, including CATL and BYD, are actively investing in manganese iron phosphate lithium batteries, suggesting that the industrialization process for these batteries is likely to accelerate in the coming years [3].

Core Viewpoint - The A-share market showed significant recovery last week, with major indices such as the Shanghai Composite Index rising by 1.92% and the Shenzhen Component Index by 2.29% [1] Group 1: Market Performance - The Shanghai Composite Index closed at 3342 points, while the ChiNext Index increased by 3.27% during the week [1] - Over 90% of the companies that were surveyed by institutions reported positive returns, with notable performers including Runbei Aerospace Technology, which achieved a 31.17% increase [1] Group 2: Institutional Research Trends - A total of 452 listed companies disclosed investor research records, indicating a slight decline in research concentration but sustained enthusiasm from institutions [1] - Popular companies for institutional research included Xiangxin Technology, Xingye Silver Tin, Honghua Digital Science, and Rongbai Technology, with Xiangxin Technology receiving attention from 173 institutions [1][2] Group 3: Company Insights - Xiangxin Technology is focusing on humanoid robots as a key strategic direction, collaborating with clients from the project initiation phase to provide comprehensive technical solutions [2] - The company has established a joint technology innovation center with the Guangdong Academy of Sciences to develop intelligent solutions for humanoid robots [2] - Xingye Silver Tin is advancing its projects, including the Silverman Phase II and the expansion of Yubang Mining, with plans to issue overseas bonds to support construction [3] - Honghua Digital Science expects a 42.30% year-on-year revenue growth in 2024, driven by the digital transformation of traditional processes and increased market expansion [3] - Rongbai Technology is adapting to U.S. tariff policies by shifting exports to its Korean factory, while also focusing on supply chain development and global partnerships [4][5]

Market Overview - A-shares experienced a significant rebound last week, with the Shanghai Composite Index rising by 1.92% to close at 3342 points, the Shenzhen Component Index increasing by 2.29%, and the ChiNext Index up by 3.27% [1] Institutional Research Trends - The concentration of institutional research decreased, but enthusiasm remained high, with 452 listed companies disclosing investor research records as of May 9 [1] - Over 90% of the companies that were researched reported positive returns, with notable performers including Runbei Aerospace Technology, which achieved a 31.17% increase, and Jiuling Technology and *ST King Kong, both exceeding 20% growth [1] Popular Research Targets - Companies such as Xiangxin Technology, Xingye Silver Tin, Honghua Digital Technology, and Rongbai Technology received over 100 institutional research visits, while 14 companies, including Weikang Medical and Saiyi Information, were visited by more than 50 institutions [1] Xiangxin Technology - Xiangxin Technology received 173 institutional visits, with interest in its humanoid robot development strategy [1] - The company focuses on providing comprehensive technical solutions and has established a joint technology innovation center with the Guangdong Academy of Sciences to develop humanoid robot solutions [2] - In early 2025, Xiangxin registered a wholly-owned subsidiary, Xiangxin (Dongguan) Intelligent Robot Co., Ltd., to consolidate its humanoid robot business [2] Xingye Silver Tin - Xingye Silver Tin hosted 125 institutional visits, with inquiries about safety and project progress [3] - The company is advancing its projects, including the Silverman Phase II and the expansion of Yubang Mining, with production expected to commence in Q4 2027 for the Atlantic Tin project [3] Honghua Digital Technology - Honghua Digital Technology was a popular research target with 116 institutional visits, projecting a 42.30% year-on-year revenue growth in 2024 due to market expansion and technological innovation [4] - The company emphasizes continuous product updates based on customer needs and actively participates in industry exhibitions to promote new products [4] Rongbai Technology - Rongbai Technology received 106 institutional visits, with a focus on the impact of U.S. tariff policies on its products [4] - The company has shifted its U.S. exports to its Korean factory due to tariffs and is expanding its European customer base through partnerships and local supply [4] - Rongbai is enhancing its supply chain competitiveness by collaborating with upstream and downstream enterprises in Indonesia and Europe [4]

股票简称：盟固利 股票代码：301487 !"#$%&'()*+,- ./0123- （Tianjin Guoan Mengguli New Materials Science & Technology Co., Ltd.） !"#$%&'()*+) 9 ,-. 452678.9:;<=>?@ A ?@2BC !"#$%&'() （深圳市前海深港合作区南山街道桂湾五路128号前海深港基金小镇B7栋401） /01234546789 ! +,-.* 天津国安盟固利新材料科技股份有限公司（以下简称"盟固利"、"本公司"、 "发行人"或"公司"）股票将于 2023 年 8 月 9 日在深圳证券交易所创业板市场 上市，该市场具有较高的投资风险。创业板公司具有业绩不稳定、经营风险 高、退市风险大等特点，投资者面临较大的市场风险。本公司提醒投资者应充 分了解股票市场风险及本公司披露的风险因素，在新股上市初期切忌盲目跟风 "炒新"，应当审慎决策、理性投资。 如无特别说明，本上市公告书中的简称或名词的释义与本公司首次公开发行 股票并在创业板上市招股说明书中的相同。 1 天津国安盟固利新材料科技股份有限公司 上市公告书 /01 ...