Core Viewpoint - Fengyuan Co., Ltd. has signed a lithium iron phosphate cooperation framework agreement with BYD Battery, aiming for resource sharing and mutual advantages in the new energy materials sector from 2025 to 2028 [1] Group 1: Agreement Details - The agreement involves the procurement and joint development of lithium iron phosphate cathode materials [1] - The collaboration is set to enhance both companies' rapid development in the new energy materials field [1] - The agreement does not constitute a legally binding obligation, indicating uncertainty in the implementation of future cooperation [1]

Core Viewpoint - The article highlights the development of the Hengzhou City industrial landscape, focusing on the integration into Nanning's "one body, two wings" industrial spatial development pattern, emphasizing the transition from traditional industries to high-end, green, and intelligent upgrades [1][5]. Group 1: Industrial Development - The Liujing Industrial Park in Nanning East New City hosts 278 enterprises, including 64 above-scale enterprises and 26 with output exceeding 100 million [3]. - The park's northern area focuses on high-end papermaking, electronic information, and recycled aluminum, while the southern area emphasizes new energy battery materials and electronic chemicals [3]. - The new materials industrial park is planned to cover approximately 10,000 acres, focusing on electronic chemicals and specialized chemicals, with ongoing infrastructure development [3][5]. Group 2: Economic Growth - In 2024, Hengzhou City signed significant projects, including those with French Aisen and BYD lithium carbonate, leading to an industrial investment growth of 48.7%, the highest in Nanning [5][9]. - The industrial sector contributed 40.3% to GDP growth, indicating robust industrial development momentum [5]. Group 3: Strategic Initiatives - Hengzhou City is implementing a strong chain and supplement chain action to accelerate the construction of a modern industrial system centered on advanced manufacturing [5]. - The successful introduction of projects is attributed to precise investment attraction strategies and high-quality service support, focusing on five key industrial chains [8][9]. - Major projects, including BYD lithium carbonate and Aisen's papermaking chemicals, are expected to generate an annual output value of 35.7 billion after reaching full production [9].

Group 1 - Zhongwei Co., Ltd. (300919.SZ) released its 2024 annual report on April 12, 2025, indicating that as of April 11, 2025, 389 institutional investors disclosed holdings in Zhongwei's A-shares, totaling 654 million shares, which represents 69.78% of the company's total share capital [1] - The top ten institutional investors include Hunan Zhongwei Holding Group Co., Ltd., Hong Kong Central Clearing Limited, and others, with a combined holding ratio of 63.65%, showing a decrease of 1.00 percentage point compared to the previous quarter [1] Group 2 - In the public fund sector, two public funds increased their holdings compared to the previous period, while three public funds reduced their holdings, indicating a slight increase in the proportion of holdings for the former and a slight decrease for the latter [2] - A total of 377 new public funds were disclosed this period, including various funds focused on new energy vehicles, while five public funds were no longer disclosed compared to the previous quarter [2] - Regarding foreign investment, one foreign fund, Hong Kong Central Clearing Limited, increased its holdings by 0.35% compared to the previous period [2]

摘要 技术创新与应用场景的深度融合，将为超高镍三元材料打开新的增长空间。 在国际市场上，高镍三元长期主导着高端动力市场。长远来看，长续航动力电池、大圆柱电池、固态 电池等新技术需高镍三元材料作为载体，并要求其性能持续升级。 格林美公告， 2025 年 4 月 7 日，公司举行新一代超高镍 9 系核壳三元前驱体首次量产发货仪式 。 这 是 格林美 继 2022 年第一代高镍 8 系核壳三元前驱体成功量产以来，经过三年持续技术攻 关，取得 的 第二代超高镍 9 系核壳三元前驱体技术 的 突破性进展。 目前，格林美新一代超高镍 9 系核壳三元前驱体计划出货量约为 3000 吨 / 月，装配约 20000 辆 高端新能源汽车，产品 100% 供应国际头部新能源企业。 4 月 2 日，特朗普"对等关税"落地 ，政策采用全面"地毯式"关税与"一国一税率"的国别式关税叠 加，涵盖超过 60 个经济体 ， 且 本次加征关税的范围和幅度大超此前市场预期 。 由此，格林美 也成为全球唯一具备大规模生产超高镍 9 系核壳三元前驱体的企业。 而公司 新一代超高镍 9 系核壳三元前驱体正式出货启运， 也 标志全球新一代超高镍 9 系核 ...

-广告- 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：当升科技 3月30日，由北京市科委、中关村管委会举办的中关村国际技术交易大会成功召开，发布《百项新技术新 产品榜单》。 当升科技"固态电池专用双相复合超高镍正极材料"项目成功入选，体现了公司在新能源材 料领域的技术领先优势。 随着新能源汽车市场的不断扩大和消费者对高性能电池需求的日益增长，固态电池等新一代电池加速发 展。正极材料作为电池的关键材料在其中发挥着至关重要的作用。 当升科技开发了具有自主知识产权的固 态电池专用双相复合超高镍正极材料。 该正极材料采用超稳定快离子导体修饰技术，解决了固态电解质与正极材料界面阻抗大、副反应严重等瓶 颈难题；采用新一代双相复合工艺，解决了超高镍正极材料安全性差、产气严重等实用化问题。该产品具 有 安全性好、能量密度高、循环寿命长、高低温存储性能优等特点， 综合性能处于国际水平，获得多家 先进固态电池企业的广泛认可和批量订单，应用于电动汽车、无人机、电动垂直起降飞行器（EVTOL）等 高安全、长续航锂电池领域，具有广阔的市场前景。 进固态电池群 ，加小编微信：13 ...

Group 1 - Greeenme's new generation of ultra-high nickel 9-series core-shell ternary precursor has achieved mass production and shipment, marking the beginning of large-scale commercialization in the global market [1] - The company is the only enterprise globally capable of large-scale production of ultra-high nickel 9-series core-shell ternary precursors, showcasing its technological leadership and competitive advantage in the new energy materials sector [1] - In Q1 2025, the company reported strong production and sales, with a capacity utilization rate exceeding 95%, unaffected by U.S. tariff policies, and has secured high-quality orders in the Japanese, Korean, and European high-end markets [1] Group 2 - Liansheng Technology plans to acquire control of Xingshu Century and minority stakes in Tianjin Liansheng through a combination of share issuance and cash payment, indicating a significant asset restructuring [2] - The company's stock has been suspended since April 7, 2025, with relevant transaction information expected to be disclosed by April 21, 2025 [2] - The move reflects the company's proactive strategy in the capital market, aiming to optimize its industrial structure and enhance market competitiveness, particularly in the competitive photovoltaic industry [2] Group 3 - Wanhua Chemical's chairman proposed a share buyback plan with a total fund of 300 million to 500 million yuan, aimed at reducing registered capital [3] - The buyback price will not exceed 150% of the average trading price over the 30 trading days prior to the board's approval, demonstrating the management's confidence in the company's value and commitment to shareholder interests [3] - The buyback is expected to enhance earnings per share, providing tangible benefits to shareholders, and reflects the company's strong financial position [3]

Battery - LG Energy has recently recruited a core team of approximately 200 former employees from Jiewei Power, covering various functions such as R&D, production, and sales. The first batch of about 20 former Jiewei employees has already joined LG Energy's Nanjing factory, primarily working in R&D positions [2] - On March 27, Zhuhai Weilan launched the world's first mass production line for 314Ah large-capacity semi-solid batteries in Zhuhai. This production line is the first of its kind in Guangdong and has a planned annual production capacity of 6GWh, suitable for various applications including energy storage for 5G base stations and electric vehicles [4] - The Indian government has announced the removal of import tariffs on dozens of products required for manufacturing electric vehicle batteries and mobile phones, significantly reducing tariffs to support local manufacturers against potential impacts from U.S. reciprocal tariffs [5] Materials - Tianci Materials signed an agreement with the government of Zhijiang City to invest in a new energy materials industrial park, focusing on the R&D and production of key materials for lithium-ion batteries. This project aims to strengthen the closed-loop advantage of the "phosphate resource-new energy materials-battery industry chain" in the Yichang region [7] - Hubei Yisui New Materials Co., Ltd. has publicly announced an environmental impact assessment for a project that will produce 1,000 tons of silicon-carbon anodes annually, with a total investment of 206 million yuan and covering approximately 50 acres [9] - In January 2025, China's export volume of lithium iron phosphate reached a historical high of 1,221 tons, marking a significant year-on-year increase of 916% and a month-on-month increase of 34%. The average export price in December 2024 was $6,088 per ton, slightly down from the previous month [11]

璞泰来: 上海璞泰来新能源科技股份有限公司第四 届董事会第三次会议决议公告 证券代码:603659 证券简称:璞泰来 公告编号:2025-010 上海璞泰来新能源科技股份有限公司 第四届董事会第三次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、董事会会议召开情况 上海璞泰来新能源科技股份有限公司（下称"公司"、"本公司"、"璞泰来"） 第四届董事会第三次会议通知于2025年3月15日以电子邮件、电话通知的方式发出，会议 于2025年3月25日在公司会议室采用现场结合通讯表决的方式召开，应参加表决董事5人， 实际参加表决董事5人，会议由公司董事长梁丰先生召集并主持。本次会议的召集及召开 程序符合《公司法》、《证券法》及《公司章程》的相关规定，会议合法有效。 二、董事会会议审议情况 经与会董事讨论和审议，以记名投票方式审议一致通过并形成以下决议： (一)审议通过了《关于 <上海璞泰来新能源科技股份有限公司2025年股票期权激励> 计划（草案）>及其摘要的议案》 为进一步建立、健全公司长效激励机制，把握行业发展机 ...

金圆股份51岁实控人离婚"净身出户" 妻子获市值4.2 亿股份被指转移资产 正取保候审的赵辉，试图通过离婚，将上市公司资产全部转移至妻子名下。 3月22日，金圆股份（000546）（000546.SZ）公告，公司获悉赵辉和潘颖已通过协议离婚方式办理 解除婚姻关系手续，赵辉所持金圆股份的股份全部过户至潘颖名下，堪称"净身出户"。 截至3月21日收盘，金圆股份股价达4.96元/股。由此，潘颖此次获得的股份市值达4.24亿元。 一位资产管理师向长江商报记者表示，"赵辉离婚明显是在转移资产，将对公司治理结构、股价稳 定及投资者权益产生深远影响??。" 业绩方面，近三年来，金圆股份扣非净利润持续亏损，累计将亏损超15.78亿元。 妻子潘颖获全部股份 3月22日，金圆股份发布公告显示，近日，上市公司收到公司实际控制人之一赵辉的通知，获悉赵 辉和潘颖已通过协议离婚方式办理解除婚姻关系手续，就股份分割等事宜做出相关安排。上述事项将导 致公司实际控制人及股东权益发生变动。 具体来看，本次权益变动前，金圆股份实际控制人赵璧生、赵辉父子通过直接和间接方式合计持有 公司3.02亿股股份，占公司总股本的38.85%。其中赵辉直接持有公 ...

3月21日，上市公司龙蟠科技在南京隆重举办首届LOPAL DAY 全球新技术发布会，现场发布 了 四代高压实磷酸铁锂正极材料、三代低电导率冷却液、二代燃料电池催化剂、一代磷酸铁锂 正极材料再生技术等 四项全球前沿新技术，引发行业广泛关注。 龙蟠科技石俊峰董事长在大会现场表示，通过将技术创新与商业模式创新结合，以创新重塑价 值，以创新开辟蓝海，龙蟠科技将有效地破除单一价格维度竞争的"内卷"，并且从单纯的材料 供应商转型为绿色能源生态的构建者。 这次发布会公布的四代高压实磷酸铁锂正极材料，将重新定义锂电池性能；三代低电导率冷却 液，将掀起电动时代的"热管理创新"；二代燃料电池催化剂，是氢能未来商业化破局的关键； 一代磷酸铁锂再生技术，将破解电池回收的行业难题，并引导行业的商业模式创新。 这四项技术成果，分别代表了龙蟠在电池材料、新能源汽车化学品、氢能核心材料和电池回收 领域内的最新技术进展，将对2025年中国乃至全球汽车行业的发展，带来重要的推进作用。 本次龙蟠科技推出的四代高压实磷酸铁锂产品， 压实密度大于2.6g/cm3 ，更为引人注目的一 大优势是采用了先进的一次烧结工艺，可以将高压实磷酸铁锂的生产效率大幅 ...