证券日报网讯翔丰华（300890）9月17日在互动平台回答投资者提问时表示，公司在硅基负极技术上持 续研究，致力于提升能量密度及循环寿命。目前相关产品已移交电池厂商测试，计划2025年小批量试 产。 ...

Group 1 - The company Enjie Co., Ltd. (002812) announced on September 17 that it has multiple domestic wet separator bases, including locations in Shanghai, Zhuhai, Wuxi, Jiangxi, Hubei, and Chongqing [1] - The dry separator base, Jiangxi Enbo, has an annual production capacity of 1 billion square meters [1] - A new wet separator base, Yuxi base, is currently under construction and its first phase is gradually being put into production [1]

Core Viewpoint - The company is actively expanding its business in semi-solid and all-solid-state battery materials, demonstrating significant production capabilities and ongoing market development efforts [1] Group 1: Semi-Solid Battery Separator Business - The company's subsidiary, Jiangsu Sanhe Battery Materials Technology Co., Ltd., has the capacity for mass production of semi-solid battery separators [1] - The company is actively exploring market opportunities in this segment [1] Group 2: All-Solid-State Battery Materials - The company's subsidiary, Hunan Enjie Frontier New Materials Technology Co., Ltd., focuses on the research and development of high-purity lithium sulfide, sulfide solid electrolytes, and sulfide solid electrolyte films [1] - A pilot production line for high-purity lithium sulfide has been established, and a 10-ton production line for solid electrolytes has been put into operation, indicating readiness for shipment [1] - The company has plans for a thousand-ton production line in Yuxi, further enhancing its production capabilities [1] Group 3: R&D and Market Development - The company will continue to invest in research and development, deepen cooperation with customers, and enhance technical exchanges to promote industry technological advancement [1]

Core Insights - The company is actively advancing its solid-state battery materials technology and is making progress in research and market promotion [1] - The company has successfully supplied single-walled carbon nanotubes and silicon-carbon anodes to downstream solid-state battery manufacturers [1] - Collaborations with leading companies for solid and semi-solid electrolytes are ongoing, with some clients having passed testing and are now focusing on capacity construction to meet demand [1]

Core Viewpoint - The company has established a comprehensive layout for solid-state battery core materials, demonstrating significant technological advancements and competitive advantages in the industry [1]. Group 1: Solid-State Battery Materials - The company has developed a full material solution for solid-state batteries, including single-walled carbon nanotubes, high-nickel ternary precursors, lithium-rich manganese-based precursors, silicon-based anodes, solid electrolytes, and metallic lithium anodes [1]. - The performance of the company's single-walled carbon nanotube products is comparable to imported products in terms of purity, specific surface area, and G/D value, with superior viscosity and solid content metrics due to self-developed dispersants [1]. - The company has successfully overcome the challenge of scaling up the production of high-quality and low-cost single-walled carbon nanotubes, establishing a stable mass production technology [1]. Group 2: Silicon-Carbon Anodes - The company's new gas-phase silicon-carbon anode features a self-developed porous carbon matrix, which provides advantages such as high initial efficiency, low expansion, and long lifespan, placing it at an industry-leading level [1]. - The product layout for silicon-carbon anodes covers various fields, including consumer batteries, digital batteries, power batteries, and solid-state batteries [1]. Group 3: Solid Electrolytes - The company has achieved high ionic conductivity and good chemical compatibility with its sulfide and oxide electrolytes, which maintain high capacity and efficiency after multiple cycles, showcasing excellent rate performance and long cycle stability [1]. - Client feedback indicates that the performance metrics of the solid electrolytes are at an advanced level within the industry [1]. Group 4: Metallic Lithium Anodes - The company has innovatively adopted a slurry coating process similar to that used for lithium-ion battery anode sheets, moving away from traditional methods [1]. - This liquid-phase coating technology enables efficient production of ultra-thin lithium anodes, offering lower costs, strong adhesion to copper foil substrates, and superior electrochemical performance compared to other technologies [1].

公告显示，本次签订的协议为双方意向性协议，预测需求量将随宁德时代海外项目进度调整更新。龙蟠 科技签订该协议有助于与下游合作伙伴建立长期稳定的关系，率先抢占海外市场。若合同能顺利履行， 将对公司未来业绩产生积极影响。 今年以来，龙蟠科技磷酸铁锂正极材料业务频传捷报。今年上半年，公司在已与LG Energy Solution， Ltd.（以下简称"LG新能源"）签订长期供货协议的基础上，又与多家电池制造商锁定长期供应协议，市 场领先优势进一步扩大。 具体来看，今年1月份，公司控股孙公司与Blue Oval成功签订供应协议，约定由公司控股孙公司自2026 年至2030年期间提供磷酸铁锂正极材料；同月，公司与宁德时代签订磷酸铁锂正极材料年度采购协议， 2025年度采购上限设为70亿元；5月份，龙蟠科技旗下公司与楚能新能源股份有限公司旗下公司签署了 生产材料采购战略合作协议及补充协议，合同总销售金额超50亿元；6月初，公司控股孙公司锂源亚太 与EveEnergy Malaysia Sdn.Bhd.签署了生产定价协议，合同总销售金额超50亿元。 本报记者曹卫新 江苏龙蟠科技集团股份有限公司（以下简称"龙蟠科技"）磷酸铁锂 ...

尚太科技于2025年9月17日发布提示性公告，就向不特定对象发行可转换公司债券相关事宜进行披露。 登录新浪财经APP 搜索【信披】查看更多考评等级 2025年5月18日，尚太科技收到深交所出具的《关于石家庄尚太科技股份有限公司申请向不特定对象发 行可转换公司债券的审核问询函》。深交所对公司报送的发行可转债申请文件审核后，形成审核问询问 题。 值得注意的是，尚太科技本次向不特定对象发行可转换公司债券事项，尚需通过深交所审核，并获得中 国证监会同意注册决定后方可实施。最终能否通过审核及获得同意注册决定，以及具体时间均存在不确 定性。公司表示将依据事项进展，严格依规及时履行信息披露义务，提醒投资者注意投资风险。 点击查看公告原文>> 声明：市场有风险，投资需谨慎。 本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staf ...

Core Viewpoint - Long-term procurement agreement signed between Longpan Technology's subsidiary Lithium Source (Asia-Pacific) and CATL for lithium iron phosphate cathode materials, valued at over 6 billion yuan, marking a significant step in the company's global strategy [3][5][6]. Group 1: Agreement Details - The agreement stipulates the supply of a total of 157,500 tons of lithium iron phosphate cathode materials from 2026 Q2 to 2031, with a total contract value exceeding 6 billion yuan based on expected supply and current market prices [5]. - This partnership is expected to strengthen Longpan Technology's long-term order stability and enhance relationships with key downstream partners, solidifying its competitive edge in the overseas lithium iron phosphate market [5][6]. Group 2: Production Capacity and Orders - Longpan Technology's Indonesian factory has already secured multiple long-term contracts with major international automotive and battery companies, showcasing its competitive advantage in the overseas market [6][7]. - The Indonesian factory's first phase, with a capacity of 30,000 tons, is set to commence production in early 2025, while the second phase, with a capacity of 90,000 tons, is under construction and expected to be completed by the end of 2025 [6]. Group 3: Market Demand and Trends - The global demand for lithium iron phosphate is experiencing explosive growth, with a projected 53% year-on-year increase in China's total cathode material shipments in the first half of 2025, and a 68% increase in lithium iron phosphate shipments [9]. - Key drivers of this demand include the rapid expansion of end-use markets such as energy storage and power batteries, as well as a shift in overseas battery companies' attitudes towards actively engaging with lithium iron phosphate technology [9][10]. Group 4: Collaborative Opportunities - The trend of domestic leading battery manufacturers expanding globally provides collaborative opportunities for upstream material companies like Longpan Technology [12]. - The shift from "product export" to "capacity export" among Chinese battery manufacturers allows for better local supply responses and cost optimization, enhancing China's influence in the lithium iron phosphate market [13][14].

格隆汇9月16日丨天奈科技(688116.SH)在互动平台表示，1-8月公司固态/半固态相关客户碳纳米管浆料 总出货1500吨，其中单壁相关产品占70%。 ...

Core Viewpoint - Longpan Technology (龙蟠科技) has signed a procurement cooperation agreement with CATL (宁德时代) for the supply of lithium iron phosphate cathode materials, which is expected to significantly boost the company's sales and establish long-term relationships with downstream partners [1] Group 1: Agreement Details - Longpan Technology's subsidiary, Lithium Source (亚太), will sell a total of 157,500 tons of lithium iron phosphate cathode materials to CATL's overseas factories from Q2 2026 to 2031 [1] - The total sales amount from this contract is estimated to exceed 6 billion RMB based on expected quantities and market prices [1] Group 2: Strategic Implications - The agreement is part of the company's strategy to establish stable long-term relationships with partners and to capture overseas market opportunities [1] - Successful execution of this contract is anticipated to have a positive impact on the company's future performance [1]