格隆汇12月18日丨永太科技(002326.SZ)在互动平台表示，公司的补锂剂三氟甲基亚磺酸锂等能精准补 充电池活性锂损失，提升循环寿命和能量密度。根据公开资料，该技术旨在适用于多种电池体系，包括 液态、半固态及全固态电池，可以用于电解液补锂、正极补锂和电池修复等场景。公司会持续关注固态 电池等新兴技术领域的发展动态和市场趋势，并基于在含氟精细化学领域的技术积累和产业链优势，积 极进行研发创新和产品布局，探索拓展机会。 ...

从资金流向上来看，当日化学制品板块主力资金净流出5.35亿元，游资资金净流出1.22亿元，散户资金 净流入6.57亿元。化学制品板块个股资金流向见下表： 证券之星消息，12月18日化学制品板块较上一交易日下跌0.09%，*ST金泰领跌。当日上证指数报收于 3876.37，上涨0.16%。深证成指报收于13053.98，下跌1.29%。化学制品板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 ...

格隆汇12月18日丨永太科技(002326.SZ)在互动平台表示，公司的补锂剂三氟甲基亚磺酸锂等能精准补 充电池活性锂损失，提升循环寿命和能量密度。根据公开资料，该技术旨在适用于多种电池体系，包括 液态、半固态及全固态电池，可以用于电解液补锂、正极补锂和电池修复等场景。公司会持续关注固态 电池等新兴技术领域的发展动态和市场趋势，并基于在含氟精细化学领域的技术积累和产业链优势，积 极进行研发创新和产品布局，探索拓展机会。 ...

来源：新浪财经 近日，天赐材料发布公告，将2022年可转债募投项目"年产4.1万吨锂离子电池材料项目（一期）"完工 时间由原计划的2025年12月31日调整至2026年7月31日。 这是该项目第二次延期，距离首次延期仅一年多时间。此次延期涉及募集资金8.34亿元，占公司2022年 可转债募集资金净额的近四分之一。 天赐材料近期的财务数据呈现出业务扩张与经营压力并存的复杂图景。2025年前三季度，公司实现营收 108.43亿元，同比增长22.34%。归母净利润4.21亿元，同比增长24.33%。 分季度看，三季度单季归母净利润1.53亿元，同比增长达51.53%，明显高于上半年12.79%的增长率。这 样的增长势头部分得益于公司近来接连斩获的大额订单。 今年7月，天赐材料与楚能新能源达成合作，将在未来5年供应不低于55万吨电解液产品。9月又与瑞浦 兰钧正式签署合作协议，约定在2025年至2030年期间供应总量不低于80万吨的电解液产品。 三个月内，公司累计签订的长期供货协议总量达到135万吨。这些订单为公司中长期业绩增长提供了保 障。 然而，在营收增长的背后，天赐材料的盈利质量正在悄然下滑。公司2025年中报显 ...

Core Viewpoint - The company, Xinzhou Bang, has decided to issue H-shares and list on the Hong Kong Stock Exchange to address its current complex situation, amid declining profitability and increasing financial pressure. Financial Performance - As of Q3 2025, the company achieved revenue of 6.62 billion yuan, a year-on-year increase of 16.8%, and a net profit attributable to shareholders of 750 million yuan, up 6.6% year-on-year [1] - In Q3 alone, the net profit attributable to shareholders was 264 million yuan, showing a year-on-year decline of 7.5%, indicating a situation of revenue growth without profit increase [1] - The gross margin for Q3 2025 was 23.5%, down 2.2 percentage points year-on-year, while the gross margin for the first three quarters was 24.51%, reflecting a significant decline of 9.52% [1] Business Structure - The company's battery chemicals business, primarily electrolytes, generated revenue of 2.815 billion yuan in the first half of 2025, a year-on-year increase of 22.77%, but with a gross margin of only 9.71%, down 3.94 percentage points year-on-year [1] - In contrast, the organic fluorochemical business, although smaller in revenue at 722 million yuan, had a gross margin of 62.80%, with a year-on-year increase of 0.58 percentage points [1] - The organic fluorochemical business has become the main profit source for the company, with its subsidiary, Haisefu, achieving a net profit of 383 million yuan in the first half of 2025, contributing nearly 80% of the company's net profit [1] Industry Challenges - The decline in profitability is closely linked to the rising costs of lithium carbonate and intense competition within the electrolyte industry [2] - The electrolyte industry experienced its most intense price war in nearly three years during the first half of 2025, with average prices dropping by 9.4% year-on-year to 19,100 yuan per ton [3] - The average gross margin for electrolytes fell to only 374 yuan per ton, a staggering year-on-year decline of 82.7% [3] Financial Pressure - As of Q3 2025, the company's accounts receivable reached 3.007 billion yuan, a year-on-year increase of 27.98%, significantly outpacing the company's revenue growth of 16.75% [4] - The accounts receivable accounted for 319.19% of the net profit, indicating that the company would need over three years of net profit to cover this portion of accounts receivable [4] IPO Strategy - In response to declining profitability and financial pressure, the company has initiated plans for an IPO in Hong Kong, with the board approving the issuance of H-shares not exceeding 15% of the total share capital post-issue [4] - The company aims to enhance its global development strategy, improve its international brand image, and strengthen its competitive position in the global market through this listing [4] Future Outlook - The path to the IPO may be challenging due to investor concerns regarding the company's future profitability amid the ongoing price war in the electrolyte industry [5] - The organic fluorochemical business, previously seen as a growth opportunity, faces market challenges following 3M's exit, while the company's technological reserves in solid-state electrolytes may provide future competitive advantages in the new energy materials sector [5]

Group 1 - The company has completed the registration of changes in its business license following the approval of amendments to its articles of association and registered capital at the first extraordinary general meeting of 2025 held on November 24, 2025 [1] - The registered capital of the company has been updated to 426,295,330 yuan, reflecting changes due to convertible bond conversions and share buybacks [1] - The company has obtained a new business license from the Nanjing Market Supervision Administration, with updated registration information including its unified social credit code and legal representative [1] Group 2 - The company specializes in the research, production, and sales of construction new materials and metal materials, as well as providing technical services and consulting [1]

证券日报网讯12月17日，康达新材（002669）在互动平台回答投资者提问时表示，公司控股子公司成都 科成精化高分子材料有限公司及其下属公司成都科成精化有限公司的主要产品为应用于软包电池领域的 锂电池铝塑膜内层粘合剂、低介电耐高温化学品、特种涂层等，客户主要为国内铝塑膜生产企业，终端 应用领域为消费、动力、储能电池。 ...

Group 1 - The core viewpoint of the article is that Longpan Technology (603906) has disclosed its total number of ordinary shareholders as of September 30, 2025, which stands at 85,759 households [1] Group 2 - The company responded to investor inquiries on its interactive platform regarding its shareholder information [1] - The data is derived from the company's already disclosed "Q3 2025 Report" [1]

Core Viewpoint - Longpan Technology (603906) has introduced a third-generation low conductivity coolant to meet the growing thermal management needs of new energy vehicles, enhancing their thermal management efficiency [1] Group 1: New Energy Vehicle Sector - The company has developed a third-generation low conductivity coolant specifically designed for the thermal management of new energy vehicles, addressing increasing market demand [1] Group 2: Data Center Sector - Longpan Technology has created a series of high-performance cooling liquids for data centers, including the efficient coolant D4082 for cold plate designs and D4008 for immersion cooling applications [1] - These cooling products are recognized in the market for their excellent conductivity, superior metal corrosion protection, and compatibility with non-metal materials [1]

证券日报网讯12月17日，卫星化学（002648）在互动平台回答投资者提问时表示，公司已关注到超高分 子量聚乙烯的应用及市场前景，也是研发方向之一，尤其是能满足不同应用场景的产品，具体进展请关 注公司官方信息或披露公告。 ...