证券日报网讯 12月26日，恩捷股份在互动平台回答投资者提问时表示，公司股价受公司经营状况、市 场情绪、行业整体发展等多重因素影响，公司一直致力于做好主营业务、努力改善公司基本面，持续提 升公司竞争力、稳固公司行业地位，维护广大股东的共同利益。 （文章来源：证券日报） ...

Core Viewpoint - Tianai Technology (688116.SH) has confirmed that it supplies products to European customers, indicating its engagement in the European market [2] Group 1 - The company primarily serves major battery cell manufacturers as its main clients [2] - Tianai Technology has been asked by investors about its export activities to EU countries over the past two years [2] - The company expressed gratitude for investor interest in its operations [2]

Report Summary 1. Report Industry Investment Rating No information provided. 2. Core View of the Report The current price is mainly influenced by supply - side interference news, with over - speculation. The inventory depletion speed continues to slow down, and there is a divergence between the futures and spot markets. Short - term price increases are significant, so investors need to be vigilant about the risk of price corrections [3]. 3. Summary According to Relevant Catalogs Market Analysis - On December 25, 2025, the main contract 2605 of lithium carbonate opened at 118,740 yuan/ton and closed at 123,520 yuan/ton, with a 0.44% change in the closing price compared to the previous day's settlement price. The trading volume was 924,823 lots, and the open interest was 607,187 lots (647,366 lots the previous day). The current basis is - 16,560 yuan/ton. The number of lithium carbonate warehouse receipts on that day was 17,101 lots, unchanged from the previous day. Starting from December 26, 2025, the Guangzhou Futures Exchange adjusted the trading rules for 12 lithium carbonate futures contracts [1]. Carbonate Lithium Spot - According to SMM data, the price of battery - grade lithium carbonate is 97,800 - 112,000 yuan/ton, a change of 3,400 yuan/ton from the previous day; the price of industrial - grade lithium carbonate is 97,500 - 107,000 yuan/ton, also a change of 3,400 yuan/ton. The price of 6% lithium concentrate is 1,450 US dollars/ton, unchanged from the previous day. The actual market transactions show that most upstream lithium salt factories focus on long - term contracts, with few spot transactions. Downstream material factories are cautious about the current high prices, mainly purchasing based on rigid demand and increasing long - term contracts, and adjusting the procurement rhythm according to next month's production schedule. The overall spot market transactions are extremely rare. Hunan Yueneng will conduct maintenance starting from January 1, 2026, which is expected to affect the production of phosphate cathode products by 15,000 - 35,000 tons, corresponding to a lithium carbonate consumption of about 350 - 1,000 tons. The current spot inventory is 109,773 tons, a decrease of 652 tons compared to the previous period. Among them, smelter inventory is 17,851 tons, a decrease of 239 tons; downstream inventory is 39,892 tons, a decrease of 1,593 tons; other inventory is 52,030 tons, an increase of 1,180 tons. The overall inventory is expected to continue to decline in December, but the depletion speed continues to slow down [2]. Strategy - Unilateral: Short - term range trading, pay attention to the inflection points of consumption and inventory, and sell on rallies for hedging opportunities. Options, inter - period, cross - variety, and spot - futures strategies are not recommended [3][4].

每经AI快讯，12月25日，湖南裕能（301358）(301358.SZ)公告称，公司从年初至今产能利用率超 100%，为维护设备正常运行和安全稳定生产，保障公司产品质量，公司拟对部分生产线进行检修，检 修时间从2026年1月1日起，预计一个月。预计减少公司磷酸盐正极材料产品产量1.5—3.5万吨，预计不 会对公司2026年经营业绩产生重大影响。 ...

Group 1 - The revenue from aerospace products in high-efficiency energy-saving materials for Raise Technology is expected to account for approximately 0.5% of the company's total revenue in 2024 [1] - The revenue contribution from aerospace components and humanoid robot businesses for Superjet Co. is relatively small [1] - The commercial aerospace and perovskite solar business for Shanghai Port Bay accounts for less than 1% of the company's revenue, and it is not yet profitable [1] Group 2 - Zhongwei Co. plans to jointly develop a series of new energy battery materials for solid-state battery applications with Xinhua Technology [1] - Longjian Co. has won a contract for a project worth 612 million yuan [1] - Huadian Science and Technology has signed a contract worth 265 million yuan for six major pipelines for ultra-supercritical power plants [1] - Hongsheng Huayuan is expected to win a bid for a State Grid procurement project worth approximately 569 million yuan [1] Group 3 - Hainan Airport intends to transfer 90% of its equity in Sanya Airport for 500 million yuan to provincial airport investment [1] - Huakai Yibai has completed a share buyback, totaling 0.68% of its shares [1] - Red Cui Investment plans to reduce its stake in Inno Laser by no more than 3% [1] - The controlling shareholder of Fuan Co. intends to reduce its stake by no more than 3% [1] Group 4 - Guangju Energy has signed a strategic cooperation agreement with China General Nuclear Power Corporation Guangdong [1] - Beikong Leisure and its actual controller Ma Xuejun are under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure [1]

智通财经APP讯，湖南裕能(301358.SZ)发布公告，公司从年初至今产能利用率超100%，为维护设备正 常运行和安全稳定生产，保障公司产品质量，公司拟对部分生产线进行检修，检修时间从2026年1月1日 起，预计一个月。本次检修预计减少公司磷酸盐正极材料产品产量1.5—3.5万吨，预计不会对公司2026 年经营业绩产生重大影响。 ...

湖南裕能（301358）(301358.SZ)发布公告，公司从年初至今产能利用率超100%，为维护设备正常运行 和安全稳定生产，保障公司产品质量，公司拟对部分生产线进行检修，检修时间从2026年1月1日起，预 计一个月。本次检修预计减少公司磷酸盐正极材料产品产量1.5—3.5万吨，预计不会对公司2026年经营 业绩产生重大影响。 ...

Core Viewpoint - Hunan Yuneng (301358.SZ) announced that its capacity utilization rate has exceeded 100% since the beginning of the year, prompting the company to conduct maintenance on some production lines to ensure normal operation and product quality [1] Group 1 - The maintenance is scheduled to start on January 1, 2026, and is expected to last for one month [1] - The maintenance is projected to reduce the production of phosphate cathode materials by 15,000 to 35,000 tons [1] - The company anticipates that this maintenance will not have a significant impact on its operating performance for 2026 [1]

Group 1 - The core viewpoint of the article highlights the strong demand for lithium-ion batteries and the rising prices of certain raw materials, which is leading to an increase in battery material prices for the company [1] - The company is actively seeking to expand and serve high-quality global customers, aligning with customer needs and continuously optimizing its customer structure to enhance its development momentum [1]

证券日报网12月24日讯 ，诺德股份（600110）在12月23日回答调研者提问时表示，公司已成功推出固 态电池用镀镍合金箔，解决了传统铜箔易腐蚀、易氧化难题，显著提升集流体的综合性能。在耐腐蚀性 能方面，镀镍合金层能够有效抵抗硫化物和HF酸的侵蚀，有效应对固态电池和高比例硅碳负极的特殊 工况，其独特的钝化膜形成机制，为集流体提供了可靠的保护屏障。在机械性能方面，该材料抗拉强度 相比纯铜箔提升约10%，耐弯折性能提升25%以上，能够更好地适应硅碳负极在充放电过程中的体积变 化。同时，其耐高温性能达到200℃、48小时不变色，满足固态电池的高温热压制备工艺要求。 ...