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万润新能:受益磷酸铁锂景气度提升 经营绩效有望持续改善
Zheng Quan Shi Bao Wang· 2025-04-16 11:26
Core Insights - The strong demand for lithium iron phosphate (LFP) batteries is driven by the robust growth in the new energy vehicle and energy storage markets, positioning Wanrun New Energy (688275) for continued operational improvement [1][2] Industry Summary - In March, China's power battery installation volume reached 56.6 GWh, a month-on-month increase of 62.3% and a year-on-year increase of 61.8%. LFP batteries accounted for 46.6 GWh, representing 82.3% of total installations, with a month-on-month growth of 63.9% and a year-on-year growth of 97.0% [1] - From January to March, the cumulative installation volume of power batteries in China was 130.2 GWh, a year-on-year increase of 52.8%, with LFP batteries making up 105.2 GWh, exceeding 80% market share [1] - According to TrendForce, global energy storage installations are expected to reach 221 GWh by 2025, a year-on-year growth of 36%, with China, Europe, and the Americas driving 85% of the demand [1] - The LFP industry is experiencing a positive turnaround, with high-pressure dense LFP supply expected to be tight, leading to significant price increases [1] Company Summary - Wanrun New Energy is enhancing operational efficiency and global expansion to build a competitive moat, with a significant increase in production capacity and sales reported in its 2024 performance [2] - The company is expected to benefit from the continuation of the new energy vehicle replacement policy and growing domestic and international energy storage demand, leading to a substantial increase in production in 2025 [2] - Wanrun New Energy is advancing its U.S. LFP project, with land and facilities completed and construction progressing as planned [2] - The company is actively developing fourth-generation high-pressure dense LFP products, which are becoming mainstream due to their high density and excellent electrochemical performance, with the capability for large-scale production [2] - The ongoing recovery in the LFP industry, combined with Wanrun New Energy's technological advantages and global strategy, positions the company to seize new growth opportunities [2]
盟固利:首次公开发行股票并在创业板上市招股说明书
2023-08-02 12:42
!"#$%&' "#$%&'()*+,-./*+,0123*4567849:+ ;<=>?@A)BCDE8FGH=IJ8KLMNO8+PBQD8R .MNOSTU/5VWXYZ7[.\MN]5VW^_`ab*+,. \[5VMNc"01def[MNgh/ijkl5VmD] !"#$%&'()*+,- ./0123- (Tianjin Guoan Mengguli New Materials Science & Technology Co., Ltd.) !"#$%&'()*+) 9 ,-. 452678.9:;<=>?@- A.BCD- !"#$%&'() (深圳市前海深港合作区南山街道桂湾五路128号前海深港基金小镇B7栋401) ! 天津国安盟固利新材料科技股份有限公司 首次公开发行股票并在创业板上市招股说明书 !""# 中国证监会、交易所对本次发行所作的任何决定或意见,均不表明其对发 行人注册申请文件及所披露信息的真实性、准确性、完整性作出保证,也不表 明其对发行人的盈利能力、投资价值或者对投资者的收益作出实质性判断或保 证。任何与之相反的声明均属虚假不实陈述。 根据《证券法》规定,股票依法发行后,发行 ...
盟固利:首次公开发行股票并在创业板上市招股意向书
2023-07-19 12:42
!"#$%&' "#$%&'()*+,-./*+,0123*4567849:+ ;<=>?@A)BCDE8FGH=IJ8KLMNO8+PBQD8R .MNOSTU/5VWXYZ7[.\MN]5VW^_`ab*+,. \[5VMNc"01def[MNgh/ijkl5VmD] !"#$%&'()*+,- ./0123- (Tianjin Guoan Mengguli New Materials Science & Technology Co., Ltd.) !"#$%&'()*+) 9 ,-. 452678.9:;<=>?@- A.BCD- !"#$%&'() (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) ! 天津国安盟固利新材料科技股份有限公司 首次公开发行股票并在创业板上市招股意向书 !""# 中国证监会、交易所对本次发行所作的任何决定或意见,均不表明其对发 行人注册申请文件及所披露信息的真实性、准确性、完整性作出保证,也不表 明其对发行人的盈利能力、投资价值或者对投资者的收益作出实质性判断或保 证。任何与之相反的声明均属虚假不实陈述。 根据《证券法》规定,股票依法发行后,发行 ...
天津国安盟固利新材料科技股份有限公司_招股说明书(注册稿)
2023-05-12 11:16
创业板风险提示 本次股票发行拟在创业板上市,创业板公司具有创新投入大、新旧产业 融合成功与否存在不确定性、尚处于成长期、经营风险高、业绩不稳定、退 市风险高等特点,投资者面临较大的市场风险。投资者应充分了解创业板市 场的投资风险及本公司所披露的风险因素,审慎作出投资决定。 天津国安盟固利新材料科技 股份有限公司 (Tianjin Guoan Mengguli New Materials Science & Technology Co., Ltd.) (天津市宝坻区九园工业园 9 号路) 首次公开发行股票并在创业板上市 招股说明书 (注册稿) 保荐机构(主承销商) (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) 天津国安盟固利新材料科技股份有限公司 首次公开发行股票并在创业板上市招股说明书 1-1-2 发行股票类型 人民币普通股(A 股) 发行股数 本次公开发行股票不超过 5,800.00 万股,占发行后总股本的 比例不低于 10.00%。本次发行全部为新股发行,不涉及股东 公开发售股份的情形。 每股面值 人民币 1.00 元 每股发行价格 人民币【】元 预计发行日期 【】年【】月 ...