新年伊始，贵州百思特新能源材料有限公司生产车间，叉车往来穿梭高效装车，正在装载产品的运输货 车等候出发。车间工人身着工装有序装料、巡检；智能化生产设备24小时高速运转，尽显满产满销的蓬 勃生机。 转自：贵州日报 百思特生产车间，工人在打包锰酸锂。 （贵州大龙 经济开发区新闻信息中心供图） 为实现新一轮的突破，百思特在2024年投资5000万元完成生产线提档升级，将日产能从12吨大幅提升至 40吨，同时实现能耗降低40%，4条生产线满产状态下年产能可达2万吨，用30亩厂区创造了可观的经济 效益，成为行业内"提质增效"的典范。 如今，为进一步巩固市场优势，公司投资300万元新增一条高性能生产线。目前，该生产线正处于安装 和无料调试阶段，春节后进入有料调试并正式投用。 新的一年，我们将组织员工按照计划有序赶制生产订单，加快新生产线提质技改进程，逐步降低生产能 耗，提高产品质量，为客户和市场提供更高品质的锰酸锂产品。面对市场波动和行业内卷，只有不断提 高产品性价比，才能更好地赢得客户青睐，稳定和提高市场份额，实现企业创新发展。 （贵州日报天眼新闻记者 葛永智 整理） 在公司智能化生产车间，新增的高性能生产线开足马力。 ...

项目投产后，将进一步完善公司全球产能布局和海外协同供应链体系构建，保障波兰等海外电解液工厂 的核心原料稳定供应，有效降低跨区域物流成本与供应链风险，进一步提升对国际核心客户的服务响应 效率与合作粘性。项目也将向海外市场供应电解液溶剂，拓展行业第三方客户市场和海外营收渠道。 新宙邦（300037）(300037.SZ)发布公告，公司拟以公司当前全资公司CapchemMiddle East Company(以 下简称"中东新宙邦")为项目实施主体，在沙特延布重工业园区投资建设中东新宙邦锂离子电池材料项 目，项目计划总投资约2.6亿美元。 ...

中国经济网北京12月31日讯万润新能(688275.SH)今日收报75.40元，跌幅3.03%。该股目前处于破发状 态。 万润新能于2023年5月24日披露的2022年年度权益分派实施公告显示，本次利润分配及转增股本以方案 实施前的公司总股本85,215,178股为基数，每股派发现金红利3.52元(含税)，以资本公积金向全体股东每 股转增0.48股，共计派发现金红利299,957,426.56元，转增40,903,285股，本次分配后总股本为 126,118,463股。本次权益分派股权登记日为2023年5月30日，除权除息日为2023年5月31日。 万润新能于2022年9月29日在上交所科创板上市，公开发行2130.3795万股，发行价格299.88元/股，保荐 机构为东海证券股份有限公司，保荐代表人为盛玉照、江成祺。 上市首日，万润新能盘中创下最高价259.99元，为该股上市以来最高价。 万润新能首次公开发行股票募集资金总额638,858.20万元，扣除发行费用后，募集资金净额为614,562.26 万元。该公司最终募集资金净额比原计划多48.84亿元。万润新能于2022年9月23日披露的招股说明书显 示， ...

鹏华汽车产业混合发起式A（017218）成立日期2023年3月21日，最新规模1367.62万。今年以来收益 13.58%，同类排名5270/8087；近一年收益10.49%，同类排名5585/8085；成立以来收益1.35%。 鹏华汽车产业混合发起式A（017218）基金经理为梁超。 12月30日，德方纳米涨1.13%，截至发稿，报45.63元/股，成交5.37亿元，换手率4.79%，总市值127.85 亿元。 资料显示，深圳市德方纳米科技股份有限公司位于广东省深圳市南山区留仙大道3370号南山智园崇文园 区1号楼10层，成立日期2007年1月25日，上市日期2019年4月15日，公司主营业务涉及锂离子电池材料 的研发、生产和销售。主营业务收入构成为：磷酸盐系正极材料95.17%，其他(补充)4.83%。 从基金十大重仓股角度 数据显示，鹏华基金旗下1只基金重仓德方纳米。鹏华汽车产业混合发起式A（017218）三季度持有股 数1.41万股，占基金净值比例为4.06%，位居第十大重仓股。根据测算，今日浮盈赚取约7191元。 截至发稿，梁超累计任职时间3年113天，现任基金资产总规模7.73亿元，任职期间最佳基 ...

财经频道更多独家策划、专家专栏，免费查阅>> 责任编辑：安东 格隆汇12月16日丨中科电气(300035.SZ)公布，董事会同意公司与四川泸州（长江）经济开发区管理委 员会（简称"甲方"、"泸州长江经济开发区管委会"）签订的投资协议，公司拟在四川泸州（长江）经济 开发区投资建设"年产30万吨锂离子电池负极材料一体化项目"，项目计划总投资约人民币70亿元，分两 期建设，一期项目建设年产20万吨锂离子电池负极材料一体化生产基地，计划投资约47亿元；二期项目 建设年产10万吨锂离子电池负极材料一体化生产基地，计划投资约23亿元。 项目用地约1500亩（具体面积以最终项目用地规划红线为准），建设年产30万吨锂离子电池负极材料一 体化生产基地，包含锂离子电池负极材料生产线、办公楼、宿舍楼等配套设施。一期项目建设年产20万 吨锂离子电池负极材料一体化生产基地，建设周期18个月，在完成土地交付后6个月内乙方启动项目建 设，一期启动建设后18个月内建成投产；二期项目建设年产10万吨锂离子电池负极材料一体化生产基 地，在一期建成投产后12个月内启动二期建设，二期启动建设后18个月内全面建成投产。 ...

Group 1 - The company has decided to continue its commodity futures and options hedging business to mitigate risks associated with raw material price fluctuations, particularly lithium salt products, which significantly impact production costs [2][7][10] - The maximum margin amount for the hedging business will not exceed RMB 150 million, and the maximum contract value held on any trading day will not exceed RMB 1.5 billion, valid for 12 months from the board's approval [2][6] - The funding for this hedging activity will come from the company's own funds, with no use of raised funds [2][3] Group 2 - The hedging business will focus on lithium salt products directly related to the company's operations, and the company aims to avoid speculative trading [2][3] - The board of directors has approved the hedging business plan, which includes a feasibility analysis report, and this decision does not require shareholder approval [6][11] - The company has established risk control measures to manage potential risks associated with the hedging activities, including market, operational, and technical risks [8][9] Group 3 - The company has appointed Liu Shiqi as the chairman of the board and has elected new members for various board committees during the first meeting of the third board of directors [14][16] - The company has also appointed Liu Shiqi as the general manager, along with other key management personnel, ensuring they meet the qualifications required by relevant laws and regulations [17][18] - A new compensation scheme for senior management has been approved, consisting of fixed and variable components based on performance metrics [26]

Group 1: Business Focus and Development - The company will continue to focus on two core business areas: lithium-ion battery materials and thermal management products, aiming to optimize its industry layout and enhance competitiveness [2][4] - The company has been included in the list of enterprises meeting the standards for the comprehensive utilization of waste power batteries in the new energy vehicle sector [3] - The lithium-ion battery recycling business serves as a source of raw materials for the company's lithium-ion battery materials business, sourcing from both domestic and international waste battery recycling companies [3] Group 2: Investor Relations and Market Communication - The company emphasizes the importance of market communication and investor relations management to enhance value creation and shareholder returns [3] - The company has committed to improving the quality and transparency of information disclosure to strengthen interactions with market participants [3] - The company will disclose any significant events affecting its operations in accordance with relevant regulations [3] Group 3: Production and Market Performance - The company is currently operating normally, adjusting production based on market orders, with specific operational data to be disclosed in future reports [4] - The first phase of the lithium battery key material production base has completed construction and is in trial production [3][4] - The company is monitoring market trends closely to adapt its project development accordingly [4] Group 4: Future Strategy and Industry Outlook - The company aims to build an industrial ecosystem around lithium-ion battery materials and thermal management, enhancing its competitive edge [4] - The company acknowledges that stock price fluctuations are influenced by macroeconomic conditions, market trends, and industry policies [4] - The company is focused on creating better returns for investors by solidifying its core business and internal value [4]

Core Viewpoint - The company emphasizes the importance of securing its supply chain, particularly in the context of the growing demand for electric vehicles and energy storage solutions, which has led to a strategic focus on upstream integration and global expansion [1] Group 1: Supply Chain Strategy - The company began its supply chain restructuring in 2006 due to supply chain vulnerabilities, which has driven the decision to establish a comprehensive supply chain from graphite mining to anode material production [1] - The company has developed a natural graphite anode material supply chain, a collaborative ecosystem for synthetic graphite anode materials, and a recycling chain for used batteries [1] Group 2: Global Expansion - The company has initiated its first overseas projects in Indonesia and Morocco, positioning itself advantageously in the global market and enhancing its competitive edge [1] Group 3: Company Overview - The company, founded on August 7, 2000, and listed on July 27, 2020, is based in Shenzhen, Guangdong Province, and specializes in the production and operation of lithium-ion battery anode and cathode materials [1]

Group 1 - Wanrun New Energy (688275.SH) closed at 89.89 yuan, with a decline of 10.50%, resulting in a total market capitalization of 11.337 billion yuan [1] - The stock is currently in a state of breaking its initial public offering (IPO) price [1] - Wanrun New Energy was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on September 29, 2022, with an initial offering price of 299.88 yuan per share [1] Group 2 - On the first day of trading, Wanrun New Energy reached an intraday high of 259.99 yuan, which remains the highest price since its listing [1] - The total amount raised from the IPO was 638.8582 million yuan, with a net amount of 614.56226 million yuan after deducting issuance costs [1] - The company raised 4.884 billion yuan more than originally planned, with the initial fundraising target set at 1.2620883 billion yuan for various projects [1] Group 3 - The company announced a profit distribution plan on May 24, 2023, which included a cash dividend of 3.52 yuan per share and a capital reserve transfer of 0.48 shares per share [2] - The total cash dividend distributed amounted to approximately 299.957 million yuan, with a transfer of 40.903 million shares, increasing the total share capital to 126.118463 million shares [2] - The record date for the equity distribution was set for May 30, 2023, with the ex-dividend date on May 31, 2023 [2]

Core Viewpoint - The stock of Beijing Dangsheng Technology Co., Ltd. experienced a decline of 5% on November 10, trading at 66.48 CNY per share with a total transaction volume of 1.554 billion CNY and a turnover rate of 4.49%, resulting in a total market capitalization of 36.185 billion CNY [1] Company Overview - Beijing Dangsheng Technology Co., Ltd. was established on June 3, 1998, and went public on April 27, 2010. The company is primarily engaged in the research, production, and sales of lithium-ion battery cathode materials and high-end intelligent equipment [1] - The revenue composition of the company's main business includes: - Multi-materials: 60.83% - Lithium iron phosphate (manganese) and sodium battery cathode materials: 29.37% - Lithium cobalt oxide: 7.44% - Intelligent equipment: 1.55% - Other businesses: 0.82% [1] Fund Holdings - According to data from the top ten holdings of funds, one fund under Dongzheng Asset Management has a significant position in Dangsheng Technology. The fund "Oriental Red CSI 500 Index Enhanced Initiation A" (021175) held 16,200 shares in the third quarter, accounting for 1.27% of the fund's net value, ranking as the ninth largest holding [2] - The fund has a current scale of 32.8388 million CNY and has achieved a return of 16.7% year-to-date, ranking 3125 out of 4217 in its category. Over the past year, it has returned 9.39%, ranking 3015 out of 3918 [2] - The fund manager, Xu Xijia, has been in position for 6 years and 105 days, with the fund's total asset size at 7.023 billion CNY. The best return during his tenure was 55.4%, while the worst was -0.5% [2]