证券代码：688778 证券简称：厦钨新能 公告编号：2025-036 厦门厦钨新能源材料股份有限公司 关于 2025 年 1-5 月经营情况的自愿性披露公告 一、2025 年 1-5 月主要经营情况 2025 年 1-5 月，厦门厦钨新能源材料股份有限公司（以下简称"公司"） 新能源材料产品实现销量约为 4.76 万吨，同比增长约 20.95%，其中：随着国家 将手机、平板电脑、智能手表手环等消费品纳入"两新"政策支持品类，以及 AI 功能在 3C 产品应用的不断创新，带动公司钴酸锂需求进一步提升，2025 年 1-5 月公司实现钴酸锂销量约为 2.23 万吨，同比增长约 53%；新能源汽车市场延 续良好表现，据中国汽车工业协会统计，2025 年 1-5 月，我国新能源汽车产销 量分别完成 569.9 万辆和 560.8 万辆，同比分别增长 45.2%和 44%，公司实现三 元材料（含磷酸铁锂及其他）销量为 2.36 万吨，同比增长约 2%，其中磷酸铁锂 连续数月出货达千吨级，销量同比实现显著增长。 二、相关风险提示 上述主要经营数据为公司初步核算数据，仅供投资者参考，具体准确的数据 以公司后续正式披露的定 ...

Group 1: Reform Initiatives - The city of Nanjing is implementing 37 reform tasks across ten areas, focusing on key sectors and critical links to drive overall reform progress and effectiveness [2] - Jiangning District is committed to exploring new paths for deepening reform and opening up, emphasizing the development of high-level open platforms and optimizing the business environment [3] - Liuhe District is integrating technology and industry through a "university + industry + park" model, fostering innovation and economic transformation [4] Group 2: Agricultural and Rural Development - Nanjing is prioritizing rural reform to modernize agriculture and rural areas, including extending land contracts and promoting rural property rights trading [5] - The city is enhancing urban-rural integration to promote shared prosperity, with initiatives like the "Jiao You Kuai Gong+" service model to improve logistics and service functions in rural areas [5][6] Group 3: International Cooperation and Market Expansion - Jiangsu Longpan Technology Co., Ltd. is focusing on global expansion and product innovation, having established a strong presence in the green energy materials sector [7] - Le Ying Technology Co., Ltd. is leveraging continuous technological innovation to penetrate overseas markets, aiming to elevate Chinese manufacturing to a global standard [8]

五虎将图谱：起底上市公司矩阵 近日，福建省工业控股集团这艘国企巨轮正式启航。这家整合了冶金、轻纺、机电三大板块的省级工业旗舰，以超1500亿元资产总额、5万余名员工的体 量，携旗下5家上市公司强势登场，总市值突破727亿元。这场牵动福建国资版图的重组，不仅改写了省属国企竞争格局，更勾勒出福建制造业转型升级的 清晰路径。 福建工控集团的诞生密码 在福建省委省政府战略部署下，福建工控集团于2025年5月27日应运而生。这家省管企业的组建绝非简单的资产相加，而是瞄准" 传统产业转型升级与战 略性新兴产业培育"的双轮驱动目标。通过将福建省冶金控股80%股权、福建省轻纺控股100%股权注入新平台，集团实现了对 钢铁、钨业、新能源、造纸 等关键领域的全产业链掌控。 掌舵人杨方的履历颇具深意：这位从电子信息产业走出的技术型管理者，曾主导宁德市产业升级，又在冶金系统历练多年。如今她带领的领导班子呈 现"老中青"梯队配置，既有深耕国企改革多年的侯孝亮，也有来自轻纺系统的黄金镖，更不乏三钢集团掌门人何天仁这样的产业实干家。这种复合型团队 配置，折射出集团"传统产业突围与新兴产业突破"的双重使命。 厦门钨业：从"家里有矿"到技术制 ...

张国平表示，在"双碳"战略背景下，复合集流体及基膜作为新能源电池关键材料，正处于技术突破与市 场爆发关键期，在提升电池性能同时，推动产业绿色低碳发展。 6月13日，证券时报社第十六届上市公司投资者关系管理论坛暨2025中国城市发展新质生产力巡礼走进 扬州。申达集团党委书记、董事长张国平在会上发表了名为《创新驱动与生态共赢构建新能源材料产业 新增长极》的主题演讲。 申达集团党委书记、董事长张国平 据了解，为了响应"双碳"战略目标，聚焦新能源复合集流体领域，申达集团投资了扬州纳力、扬州博恒 两个百亿级产业项目。 扬州纳力成立于2022年1月，总部坐落于扬州，在江阴、美国、日本、韩国设有全资子公司，研发生产 的新型复合集流体产品填补了国际国内技术空白；而扬州博恒成立于2022年9月，总投资106亿元，布局 新能源复合集流体基膜和高端光学膜，该公司已与国内外上下游龙头企业达成多项战略合作，并成功吸 引中金资本、江苏省高投等优质资本加盟。 目前，扬州纳力已拥有1300余项专利，自主研发制造复合集流体正极铝箔、负极铜箔、纳米涂碳三大类 材料产品。扬州博恒设计投资的全球首条新能源材料专用超薄增强薄膜专用生产线已投产，首批产 ...

Group 1 - The core viewpoint of the articles emphasizes that Yunnan Enjie New Materials Co., Ltd. is actively responding to national "dual carbon" goals and integrating sustainable development into its corporate strategy, thereby advancing its green and sustainable development process [2][3] - Enjie has received independent verification of its Environmental, Social, and Governance (ESG) report from a third-party organization, which confirms the report's objectivity and authenticity, providing valuable sustainable development performance data for stakeholders [2][3] - The company aims to achieve a breakthrough in green energy, technological innovation, and social responsibility by 2024, with a green electricity usage rate of 59% and nearly 100% green electricity coverage at its core base [3] Group 2 - Enjie has set a carbon neutrality roadmap, targeting operational carbon neutrality by 2035, and aims for 100% green electricity usage at its domestic bases by 2025 [3] - The company has made significant investments in R&D, with an R&D expenditure ratio of 6.52% and holds a total of 482 lithium battery separator patents, including 38 international patents [3] - Enjie has demonstrated its commitment to social responsibility through employee training totaling 21,299.3 hours and various community support initiatives, earning multiple awards, including the "Five-Star Golden Award for Social Responsibility" in the Chinese manufacturing sector [3]

Core Viewpoint - The article highlights the significant growth and strategic investments in De Fang Nano's subsidiary, De Fang Chuang Yu, which is positioned as a leader in the lithium supplement market, achieving substantial increases in valuation and production capacity in 2024 [1][2]. Group 1: Investment and Valuation - De Fang Nano has completed its third round of capital increase for De Fang Chuang Yu in 2025, raising the post-investment valuation from 1.947 billion to 2.197 billion yuan [2]. - The three rounds of financing occurred on January 17, March 3, and June 10, with investments totaling 1.47 billion, 1.5 billion, and an undisclosed amount, respectively [2]. - The strategic investors include entities with strong state-owned backgrounds, which not only provide financial support but also enhance policy coordination and industry resource integration [2]. Group 2: Production and Market Position - De Fang Chuang Yu is set to achieve a production capacity of 5,000 tons per year for lithium supplement agents by the end of 2024, representing a 300% increase from 2023 [1][4]. - The company’s shipment volume is expected to grow over 500% year-on-year, maintaining the top market share in the industry [1][4]. - In 2024, De Fang Nano's main product, phosphate-based cathode materials, reached a production volume of 236,600 tons, a year-on-year increase of 15.31% [4]. Group 3: Financial Performance - As of March 2025, De Fang Chuang Yu reported total assets of 1.139 billion yuan and net assets of 402 million yuan [3]. - The company experienced a revenue of 50.1943 million yuan in 2024, with a net loss of 131 million yuan, and a revenue of 13.346 million yuan in Q1 2025, with a net loss of 44.5164 million yuan [3]. - In 2024, the company achieved an operating income of 7.613 billion yuan, a year-on-year decrease of 55.15%, while the net loss was reduced to 1.338 billion yuan [4]. Group 4: Research and Development - De Fang Nano emphasizes research and innovation, investing 248 million yuan in R&D in 2024, focusing on key areas to maintain a technological edge [5]. - The company has developed an internationally recognized synthesis technology for lithium iron phosphate and is advancing new products in the lithium battery ecosystem [5].

以下文章来源于Carbontech ，作者Carbontech Carbontech . 传播碳材料领域前沿资讯，带您进入碳时代！ 【DT新材料】 获悉，近日， 日本瑞翁株式会社（Zeon Corporation） 与 台湾泛亞應用科技股份 有限公司（SiAT） 签署战略合作协议。瑞翁将领投2000万美元（约1.44亿人民币）的C轮融资， 支持SiAT扩大 单壁碳纳米管 (SWCNT) 导电浆料 的产能。 单壁碳纳米管虽然制备难度更高、价格昂贵，但具有比多壁CNT更高的比表面积、电导率和分散 性，是下一代电池技术的关键纳米材料。 目前，全球范围内对锂离子电池的需求在消费应用领域 （例如电动汽车、无人机和EVTOL飞机）以及工业领域（包括人工智能服务器BBU、可再生能源 储能系统和自动化机器人）均呈现激增态势。 Zeon是全球首家采用"超级生长（Super Growth）"工艺实现单壁碳纳米管量产的企业。其ZEONA NO®产品具有高纯度、大表面积和高长宽比的特点。同时，SiAT开发了高效分散的单壁碳纳米管 浆料，并推出了两款已通过制造商测试的配方——LSC2102（NMP基）和LSC1101（水基），用 于解 ...

1.【赛富乐斯发布T3系列全彩MicroLED微显示屏】6月10日，赛富乐斯（Saphlux LLC）正式发布 T3系列0.13英寸单片全彩MicroLED微显示屏，该产品采用赛富乐斯自主研发的纳米孔量子点技术， 在单片蓝光晶圆上通过量子点色转换实现RGB三色像素的高度集成。目前，公司正与合作伙伴利亚德 共同开发基于T1-0.13英寸单色微显示屏的AR眼镜，并计划于2025年底推出搭载T3-0.13英寸全彩 显示屏的新一代AR眼镜。（格隆汇） 2.【众擎机器人公布人形机器人直膝行走专利】天眼查显示，深圳市众擎机器人科技有限公司申请 的"一种人形机器人直膝行走的控制方法、装置和存储介质"专利公布。摘要显示，本专利用于提升人 形机器人在不同场景直膝行走的表现，包括采集人体步态数据；将人体步态数据进行动作重定向处理 等。（腾讯网） 3.【全球首条新型复合集流体高端材料生产线扬州投产】6月10日，新型复合集流体高端材料生产线 投产暨产品下线仪式在扬州市江都区博恒新能源新材料产业园举行。该项目的投产也成为了全球首条 新能源专用超薄增强可金属化薄膜双向拉伸生产线。此次投产的生产线，为扬州博恒科技联合全球设 备制造商德国布 ...

洋浦2万吨电池级氢氧化锂项目试生产 预计年产值突破20亿元，为新能源汽车锂电池提供生产原料 海南日报讯(海南日报全媒体记者 吴心怡 通讯员 符润彩)近日，记者从海南星之海新材料有限公司 获悉，该公司2万吨电池级氢氧化锂项目首批合格品已开始送样，标志着该项目冶金段与湿法段生产线 全流程贯通，进入试生产阶段。 总投资10.56亿元的2万吨电池级氢氧化锂项目自2022年底开工建设，是儋州洋浦首个为新能源汽车 锂电池生产提供原材料的项目。今年2月，该项目冶金段投料试车成功，经过一段时间的冶金段稳产调 试后，于近日实现项目冶金段与湿法段全流程贯通，首批氢氧化锂产品通过公司内部实验室取样检查， 各项产品参数均达到设计标准。 "首批次合格品下线后，我们把样品送到市场上去，客户的认可程度会对后续的生产起到指导作 用，也为后期销售奠定基础。"海南星之海新材料有限公司总经理何开茂介绍，下一步，项目将进行持 续调试和优化，以实现产品的连续稳定生产，并逐步实现产能提升以达到设计产能。同时，公司还将同 步推动下游客户对项目产品的品质认证工作。"同时我们将开拓国内市场，争取在今年第四季度开拓国 外市场。"何开茂说。 据悉，该项目所产出电 ...

Core Viewpoint - The company, Defang Nano, is enhancing its subsidiary, Defang Chuangyu, through a capital increase involving strategic investors, which will support its growth in the advanced materials sector for new energy [1] Group 1: Capital Increase and Strategic Investors - Defang Chuangyu plans to introduce strategic investors including Guoxin Capital, Chengdu Chantu, and Xinchun Fund through a capital increase of 100 million yuan, acquiring 4.55% equity [1] - Post-investment, Defang Chuangyu's valuation is estimated at 2.197 billion yuan, with its registered capital increasing from 91.3189 million yuan to 95.6746 million yuan [1] - The strategic investors have significant backgrounds, with Guoxin Capital and Chengdu Chantu being state-owned enterprises [1] Group 2: Business Development and Product Offering - Defang Chuangyu, established in 2021, has been actively seeking strategic investments, with three announcements of capital increases planned by 2025 [2] - The company has launched a lithium supplement enhancer that improves lithium-ion battery performance, with a production capacity of 5,000 tons per year by the end of 2024 [2][3] - The lithium supplement enhancer is crucial for solid-state and semi-solid batteries, with expected product releases in 2024 and a projected shipment increase of over 500% year-on-year [3] Group 3: Financial Performance - Defang Chuangyu's revenue is projected to grow significantly, with 2023 and 2024 revenues estimated at 15.3786 million yuan and 50.1943 million yuan, respectively [3] - Despite revenue growth, the company is experiencing net losses of 170 million yuan in 2023 and 131 million yuan in 2024 due to initial investment and market development phases [3] - For the first four months of the current year, the company reported revenues of 13.346 million yuan and a net loss of 4.45164 million yuan [3]