Group 1 - The core viewpoint of the article highlights that Zhongwei Co., Ltd. (SZ 300919) held its 37th meeting of the second board of directors on September 22, 2025, to discuss adjustments to the specialized committee members [1] - For the first half of 2025, Zhongwei's revenue composition was as follows: battery materials accounted for 45.17%, new energy metals for 43.49%, and others for 11.34% [1] - As of the report, Zhongwei's market capitalization stood at 40.7 billion yuan [1]

据中国海关统计数据显示，2025年8月中国三元正极材料出口量为13534吨，环比增加2616吨，增幅 24.0%；同比增加5604吨，增幅70.7%。其中，锂镍钴锰氧化物（NCM型）出口量13352吨；锂镍钴铝氧 化物（NCA型）出口量183吨。 数据来源：海关总署 2025年1-8月中国正极材料出口量累计74257吨，同比增幅43.9%。 8月中国三元正极材料进出量5958吨。 数据来源：海关总署 数据来源：海关总署 2025年8月中国三元正极材料进口量为7576吨，环比增加919吨，增幅13.8%；同比增加2175吨，增幅 40.3%。其中，锂镍钴锰氧化物（NCM型）进口量5567吨；锂镍钴铝氧化物（NCA型）进口量2009吨。 2025年1-8月中国正极材料进口量累计44572吨，同比降幅13.8%。 ...

Group 1: Investment and Expansion Plans - The company plans to raise up to 1.5 billion RMB for investments in composite current collector projects, canned easy-open lid manufacturing projects, and supplementary flow [4][13] - The subsidiary Shantou Yinglian will introduce investors through a capital increase of up to 200 million RMB, primarily for its easy-open lid business [2][3] Group 2: Production Capacity and Financial Performance - The company has a project plan for composite current collectors with a total investment of 3.089 billion RMB, aiming for a production capacity of 1 billion square meters of composite aluminum foil and 500 million square meters of composite copper foil [3][4] - The revenue from canned easy-open lids increased by 29% year-on-year, contributing to the overall performance improvement [7][13] Group 3: Strategic Partnerships and Market Opportunities - The investment partner, Guangdong Provincial Yuecai Industrial Technology Equity Investment Fund, focuses on supporting quality projects in new energy, new materials, and intelligent manufacturing [6] - The implementation of the new national standard GB 38031-2025 for electric vehicle batteries is expected to accelerate the application of composite current collectors due to their safety and lightweight advantages [9] Group 4: Future Business Strategy - The company will continue to promote the synergistic development of the metal packaging products sector and the composite current collector sector, adhering to a "dual main business" strategy [11][12] - The company is actively pursuing the development of solid-state battery materials, with ongoing testing and collaboration with leading automotive and battery manufacturers [15][16]

格隆汇9月19日丨福斯特(603806.SH)在互动平台表示，公司自2016年就开始铝塑膜的产业化开发，目前 已经储备干法和热法工艺的产品技术，并且对核心设备也开展了相关的研究，在国内铝塑膜产业中具备 良好的出货和品牌。根据相关技术研究，铝塑膜的柔性和延展性尤其适用于固态电池的封装，公司目前 已经头部电池企业合作开发固态电池相关材料，因此公司的铝塑膜业务将随着国内电池企业推动固态电 池的量产化迎来全新的市场机遇。 ...

近日，深圳市新星轻合金材料股份有限公司发布全资子公司松岩新能源材料（全南）有限公司涉及诉讼 进展公告。案件已一审判决，松岩新能源为原告，被告包括东莞市杉杉电池材料有限公司等。涉案金额 为货款本金 12,102,063.85 元及逾期付款损失，案件受理和保全费合计 102,994.59 元。法院确认松岩新 能源对东莞市杉杉电池材料有限公司的破产债权金额，驳回其他诉讼请求，相关费用由被告负担。公司 2024 年已对该事项计提全额坏账准备，本次判决不影响 2025 年度损益。被告已进入破产重整程序，后 续债权实现结果不确定。截至公告日，公司及控股子公司无其他应披露未披露重大诉讼、仲裁事项。 ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司投资10亿元做金属锂电池项目，请问公司一直以 采矿为主业，做金属锂呦这方面的技术储备吗？请详细介绍一下公司是做电池还是电池附件？ 大中矿业（001203.SZ）9月19日在投资者互动平台表示，公司基于对全球锂电产业链的深度研判和对新 能源行业前景的坚定信心，依托自身锂矿资源优势，投资10亿元布局金属锂电池材料项目。该项目属于 电池材料项目，是公司未来主要产品碳酸锂的进一步延伸。公司规划该项目分三期建设，一期为科研攻 关阶段，预计2025年完成金属锂电池新材料研发、小试、中试。 ...

Mergers and Acquisitions - Anhui Heli plans to acquire 51% stake in Jianghuai Heavy Industry [1] Share Buybacks and Equity Transfers - Gansu Guotou will receive 90% stake in Lanshi Group for free, becoming the indirect controlling shareholder [2] - Jian Sheng Group intends to repurchase shares worth between 150 million to 300 million RMB, with a maximum repurchase price of 14.69 RMB per share [3] - Goodway adjusts the maximum repurchase price from 53 RMB per share to 70 RMB per share [4] - Shareholder Lu Tichao plans to transfer 1.7 million shares, accounting for 2.0038% of the total share capital [5] - Zhengqiang shares' controlling shareholder will transfer 8.9% of shares [6] - Heyuan Gas plans to repurchase and cancel 45,000 restricted shares [7] External Investments and Daily Operations - Neusoft Group received a notification for a project involving a total amount of approximately 5.6 billion RMB for supplying intelligent cockpit domain controllers [8] - Fulian Precision's subsidiary received a 1.5 billion RMB advance payment from CATL to secure the supply of lithium iron phosphate [9] - Jian Sheng Group plans to invest 180 million RMB in a project to produce 60 million pairs of mid-to-high-end cotton socks and 30 million pieces of clothing in Vietnam [10] - Fengshan Group signed a technology development contract with Tsinghua University for the development of sodium-ion battery electrolytes and solid-state lithium-ion battery electrolytes [11] - Palm Holdings won a bid for a high-standard farmland construction project worth 433 million RMB [12] - Heng Rui Medicine's subsidiary received clinical trial approval for SHR-1139 injection [11] - Huaxiang plans to issue convertible bonds to raise no more than 1.308 billion RMB for core component capacity enhancement and industrial chain extension projects [12] - Shentong Express reported August express service revenue of 4.434 billion RMB, a year-on-year increase of 14.47%, with a business volume of 2.147 billion tickets, up 10.92% year-on-year [12] - YTO Express reported August express product revenue of 5.39 billion RMB, a year-on-year increase of 9.82%, with a business volume of 2.511 billion tickets, up 11.08% year-on-year [12]

Core Viewpoint - Rongbai Technology is advancing in both cathode materials and solid-state electrolytes, positioning itself as a leading supplier for major solid-state battery companies [1] Group 1: Company Developments - The company has achieved ton-level shipments of high-energy density lithium-rich manganese-based materials in the all-solid-state field and has secured bulk orders [1] - Ton-level shipments of high nickel and ultra-high nickel all-solid-state cathode materials have also been realized [1] - Small batch shipments of solid-state battery sulfide electrolyte materials have commenced, with a pilot line for sulfide electrolytes accelerating towards completion in Q4, expected to start mass production in early 2026 [1]

Core Viewpoint - Rongbai Technology (688005.SH) is advancing in both cathode materials and solid-state electrolytes, positioning itself as a leading supplier for major solid-state battery companies [1] Group 1: Cathode Materials - The company has focused on lithium-rich manganese-based materials, which are expected to become a future trend in the solid-state battery industry due to their high energy density and low cost [1] - Rongbai Technology has been developing high energy density lithium-rich manganese-based materials for solid-state batteries for many years and is among the first in the industry to do so [1] - The company has achieved ton-level shipments in the all-solid-state field and has secured bulk orders [1] Group 2: Solid-State Electrolytes - High nickel and ultra-high nickel solid-state cathode materials have also achieved ton-level shipments, meeting client evaluations for 400Wh/Kg cell development needs [1] - The products cater to major domestic battery manufacturers, automotive companies, and well-known overseas battery enterprises [1] - The sulfide electrolyte materials for solid-state batteries have seen small batch shipments and have been recognized by multiple domestic and international clients, with performance metrics such as particle size and ionic conductivity being industry-leading [1] Group 3: Production and Development - The company has significantly improved the air stability of its materials through reasonable doping process adjustments [1] - The pilot production line for sulfide electrolytes is accelerating, with the design for continuous production lines completed and some mass production equipment undergoing material verification [1] - Full-scale production is expected to commence in early 2026, with the production line scheduled for completion in the fourth quarter [1]

Group 1 - Greeenmei signed a memorandum of understanding with ASCENDELEMENTS to develop a leading lithium battery recycling system in Europe, focusing on resource recovery and material remanufacturing [1] - This collaboration aims to enhance the lifecycle value chain of new energy in Europe and solidify Greeenmei's position in the global battery recycling market [1] - The memorandum outlines the framework for cooperation but acknowledges uncertainties in specific implementation [1] Group 2 - Hailiang Co. has achieved mass production capability for new nickel-plated copper foil products suitable for solid-state batteries, indicating significant innovation in the copper foil sector [2] - The company has received positive feedback from leading battery manufacturers regarding its advanced copper foil products [2] Group 3 - The average transaction price of multi-crystalline silicon N-type raw materials increased by 8.57% week-on-week, reaching 53,200 RMB per ton [3] - The market is experiencing a temporary supply tightness as leading enterprises have reached their sales limits, while secondary enterprises are beginning to secure orders [3] - Optimistic market sentiment, influenced by national industrial policies, is supporting silicon material prices [3]