监事会认为：公司本次对限制性股票回购价格的调整符合《上市公司股权 激励管理办法》等法律、法规和规范性文件及公司《2022年限制性股票激励计 划(草案)》的规定，同意公司本次对限制性股票回购价格的调整。 证券代码：603876 证券简称：鼎胜新材 公告编号：2025-057 江苏鼎胜新能源材料股份有限公司 第六届监事会第十六次次会议决议公告 本公司监事会及全体监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个别及连带责任。 一、监事会会议召开情况 江苏鼎胜新能源材料股份有限公司（以下简称"公司"）于2025年6月9日在 公司会议室以现场结合通讯表决方式召开第六届监事会第十六次会议。会议通 知于2025年6月5日以电子邮件方式等发出。本次会议由公司监事会主席张伟刚 先生主持，会议应出席监事3人，实际出席监事3人，董事会秘书等列席了会议。 本次会议的召集和召开符合《中华人民共和国公司法》和《江苏鼎胜新能源材 料股份有限公司章程》的有关规定，会议合法有效。 二、监事会会议审议情况 经与会全体监事认真审议并表决，审议如下议案： 监事张伟刚作为本议案的关联监事，对本议 ...

中新网玉林6月7日电(记者黄艳梅)记者7日从广西壮族自治区海洋局获悉，广西将向海图强作为战略指 引，坚持陆海统筹发展，优化海洋产业布局，扩大向海开放合作，全区海洋经济呈现转型升级稳步推 进、增长动能持续蓄积、创新能力逐步提升的良好态势。 2025年"世界海洋日暨全国海洋宣传日"广西主场活动近日在玉林市举办，《2024年广西海洋生态预警监 测公报》《广西向海经济发展指数报告(2025年)》发布。 广西是中国西部地区唯一的沿海省份，是中国距离东盟最近的出海口，海岸线1600余公里，海洋资源丰 富，区位优势明显。近年来，广西各地凝聚向海共识、强化向海思维，加快建设平陆运河，持续推进向 海经济三年行动计划，培育壮大向海经济发展示范园区。 北海市积极推进国家级海洋经济发展示范区和国家海洋经济创新发展示范城市建设；钦州市通过综合保 税区、中国—马来西亚"两国双园"等平台建设，大力推进港口物流和航运发展；防城港市发挥边海优 势，经济发展势头强劲有力。 作为粤港澳大湾区和北部湾经济区"两湾"联动发展的重要支点，玉林市"借地"建港、借港出海，在北海 铁山东港区开发建设玉林海港码头，将龙潭产业园区作为向海图强的主阵地，打造了锂电 ...

进固态电池群 ，加小编微信：13248122922 注：添加好友请备注 公司名称、姓名、职务，入群需发送1张您的纸质名片~ 会议详情 I C C S I N O 会议主办： 鑫椤资讯 -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： 太和县生态环境分局 近日，安徽元创新能源材料有限公司 1万吨/年动力锂离子电池正极材料项目 环境影响评价文件进行了受 理批前公示。 项目位于安徽阜阳太和经济技术开发区， 总投资100000万元， 其中环保投资539万元。项目新增用地面 积约 45492 平方米（68.2亩），新建三元厂房、综合站房、固废仓库等，建筑面积44457.6 平方米，购 置数智化道窑、混合机组、粉碎机组、自动包装生产线、DCS系统等生产设备，配套建设环保与安全等设 施， 建成年产1万吨动力锂离子电池正极材料生产线。 END 会议时间： 2025年7月8-9日（8号报到） 会议地点： 中国·上海 会议咨询： 19921233064（微信同） ...

证券代码：603906 证券简称：龙蟠科技 公告编号：2025-074 江苏龙蟠科技股份有限公司 关于与 Eve Energy Malaysia Sdn. Bhd. 签署日常经营重大合同的公告 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。 ? 合同类型及金额：江苏龙蟠科技股份有限公司（以下简称"公司"）控股 孙公司LBM NEW ENERGY (AP) PTE. LTD.（以下简称"锂源（亚太）"）与Eve Energy Malaysia Sdn. Bhd.（以下简称"Eve Energy"）签署了《生产定价协议》 （以 下简称"协议"）。协议约定，预计将由锂源（亚太）及其关联企业（以下简称"卖 方"）自2026至2030年间合计向Eve Energy及其关联企业（以下简称"买方"）销 售15.2万吨符合双方约定规格的磷酸铁锂正极材料，并且允许买方在满足提前通 知期限的前提下在一定范围内调整预计需求量，具体单价由双方根据本协议条款 逐季度确定，如按照预计数量及市场价格估算，合同总销售金额超人民币50亿元 （最终根据销售订单据 ...

Core Viewpoint - Liu Guo Chemical plans to raise up to 800 million yuan through a private placement to invest in a 280,000 tons/year battery-grade refined phosphoric acid project, with a total investment of 1.194 billion yuan and a payback period of 6.55 years [1][9]. Company Overview - Liu Guo Chemical primarily engages in the production and sales of phosphate fertilizers and fine chemical products, being one of the largest integrated manufacturers in East China [5]. - The company has production capacities of 450,000 tons/year for monoammonium phosphate, 640,000 tons/year for diammonium phosphate, 300,000 tons/year for urea, and 1,550,000 tons/year for compound fertilizers [5]. Industry Context - Since 2014, China's phosphate fertilizer usage has declined from 8.4534 million tons to 5.3630 million tons in 2023, reaching a recent low due to government policies promoting modern agriculture and controlling traditional fertilizer usage [5]. - Phosphate and compound fertilizers are the main revenue sources for the company, generating sales revenues of 2.680 billion yuan and 2.183 billion yuan respectively, accounting for 42.88% and 34.93% of total revenue as of December 31, 2024 [5]. Financial Performance - The company's operating revenue has continuously declined from 7.549 billion yuan in 2022 to 6.251 billion yuan in 2024 [6]. - The net profit attributable to the parent company has also decreased significantly from 237 million yuan in 2021 to 2.3 million yuan in 2023, with a slight recovery to 2.5 million yuan in 2024 [6]. - The gross profit margin fell from 14.85% in 2021 to 8.05% in 2023, with a minor recovery to 9.36% in 2024 [6]. Strategic Shift - In response to ongoing pressures in the traditional fertilizer business, the company is transitioning towards high-value sectors, specifically producing and selling battery-grade refined phosphoric acid [8]. - The planned fundraising will significantly enhance the company's refined phosphoric acid production capacity, aligning with the growing demand from the rapidly developing electric vehicle and energy storage industries [9]. Market Dynamics - The refined phosphoric acid is a core raw material for lithium iron phosphate batteries, which are experiencing high growth in demand [9]. - However, the industry faces challenges with an oversupply of lithium iron phosphate battery capacity, leading to project terminations by other companies in the sector [10].

Core Viewpoint - Tianji Co., Ltd. has faced significant financial losses in the lithium hexafluorophosphate industry, reporting a loss of nearly 1.4 billion yuan in 2024, with no signs of recovery in early 2025 [1][6]. Company Background - Established in 1996 in Shantou, Guangdong, Tianji Co., Ltd. initially focused on small household appliances, achieving revenue of 500 million yuan and a profit of 80 million yuan by 2015 [2]. - In 2016, the company acquired Jiangsu Xintai Materials for 2.7 billion yuan, entering the lithium-ion battery materials sector, aiming for a dual business model of "appliances + lithium-ion battery materials" [2][3]. Industry Position and Growth - The company has built an annual production capacity of 37,000 tons of lithium hexafluorophosphate, ranking third in the industry, behind Tianqi Lithium and Dongfang Special Steel [3]. - Revenue from lithium hexafluorophosphate reached 2.858 billion yuan in 2022, accounting for 87.29% of total revenue, marking over fivefold growth since its IPO [3]. Recent Acquisitions and Strategy - In 2023, Tianji Co., Ltd. acquired 100% of Xinte Chemical for 460 million yuan, diversifying into the phosphorus chemical sector [4]. - The acquisition aimed to enhance the product matrix and extend the company's presence in the chemical industry [4]. Financial Performance - In 2023, the company reported revenue of 2.193 billion yuan, a decline of over 33%, with net profit plummeting by 93% to 36.64 million yuan [5]. - By 2024, revenue further decreased to 2.055 billion yuan, with a net loss of 1.361 billion yuan [6]. Market Challenges - The decline in profitability is attributed to oversupply in the lithium battery materials market, leading to a drastic drop in product prices [7]. - The average selling price of lithium hexafluorophosphate fell by 50.04% in 2024, despite a 70% increase in sales volume [7]. Profitability Issues - The company's gross margin has sharply declined from 62.26% in 2021 to -12.04% in 2024, indicating that products are being sold at a loss [8][9]. - In contrast, competitors like Dongfang Special Steel and Tianqi Lithium maintained positive gross margins despite similar market pressures [9][10]. Future Outlook - The industry is unlikely to return to its 2021 peak due to completed penetration of the electric vehicle market and ongoing oversupply issues [13]. - The company faces significant challenges in improving management and technical capabilities to recover profitability [14][15].

Core Viewpoint - The article emphasizes the hidden risks in controlling stake acquisitions, particularly focusing on inventory, accounts receivable periods, and free cash flow as significant factors that can derail acquisition plans [1][3][4]. Group 1: Inventory Risks - High inventory levels, particularly when they exceed 50% of current assets, signal potential issues such as unsold products and low turnover efficiency [1]. - A case study involving a solar equipment company revealed that despite appearing profitable, it had two-year-old components in stock, indicating a risk of acquiring outdated inventory [1]. Group 2: Accounts Receivable Risks - Lengthening accounts receivable periods, especially exceeding 90 days, can indicate a company's struggle with cash flow and may lead to a "ticket-for-ticket" survival mode [3]. - An example of a new energy materials company showed an increase in accounts receivable turnover days from 48 to 126 days without a significant rise in sales, raising questions about the sustainability of reported growth [3]. Group 3: Free Cash Flow Risks - Negative free cash flow indicates a company is reliant on external financing, akin to a patient needing blood transfusions to survive [4]. - A real estate industry case highlighted a company with three consecutive years of negative operating cash flow, suggesting deeper operational and financing issues [4]. Group 4: Interconnected Risks - The three identified risks often coalesce, creating a "capital exhaustion flywheel" that can ensnare acquirers, as seen in a case where a large private enterprise faced cash flow issues due to high inventory and extended accounts receivable periods [4]. - The article warns that these risks are frequently overlooked due to the urgency of acquisitions, with acquirers focusing on net profits and valuations rather than cash flow realities [4][6]. Group 5: Recommendations for Mitigation - Goheal suggests a three-step approach to identify and manage these risks: assessing inventory aging and technology depreciation, establishing a linkage model between accounts receivable and sales, and conducting sensitivity tests on free cash flow [4][6]. - It is recommended to include performance guarantees and cash flow targets in acquisition agreements to prevent inflated profits through extended accounts receivable periods [6].

黔南腹地，黔南高新技术产业开发区牛场双龙工业园内，塔吊林立、机械轰鸣，新能源材料生产线高速 运转，千亿级产业舰队正以破竹之势劈波前行。 2024年，黔南高新区以354.77亿元的规模工业总产值，5年蝉联贵州省开发区综合考评第一档次，成为 贵州新型工业化进程中一张闪亮名片。成绩背后，是黔南高新区以要素保障为"杠杆"，以服务创新 为"引擎"，在土地供给、基建升级、机制改革等领域的系统性突围。 要素跟着项目跑 推进服务高效化 "招引落地快、服务保障快、项目建设快、投产见效快。"贵州裕能新能源电池材料有限公司张启航用4 个"快"总结了黔南高新区高效的要素服务保障。 2021年，该公司新能源项目落地时，曾因电力配套滞后而受阻。黔南高新区闻令而动，尽锐出战，短短 3个月建成山坪变至双龙园区的220千伏供电专线，比常规流程缩短17个月，保障了企业年产20万吨磷酸 铁锂生产线提前投产。2024年，贵州裕能产值突破百亿元大关。 在黔南高新区政务服务中心，"贵人服务·泉程无忧"标语格外醒目。福泉鸾航新材料有限公司行政部负 责人周松乾对此感受颇深，从开工建设到顺利投产不到一年，周松乾用"超音速"来形容公司在行业内创 造的快速建设和 ...

Core Viewpoint - Suzhou Corun New Materials Co., Ltd. (referred to as "Corun New Materials") has initiated the process for listing on the Science and Technology Innovation Board, marking a significant step in its growth as a leading domestic enterprise in proton exchange membrane materials [1][2]. Group 1: Company Overview - Corun New Materials has 16 years of experience in the research and manufacturing of proton exchange membranes and is one of the earliest companies in China to achieve the industrialization of perfluorosulfonic acid proton exchange membranes [1]. - The company operates three main manufacturing facilities located in Fujian, Huai'an, and Suzhou [1]. - Corun New Materials has resolved critical material challenges in the fields of vanadium flow batteries and hydrogen fuel cells, achieving domestic self-sufficiency in perfluorosulfonic acid proton membranes [1]. Group 2: Industry Position and Achievements - Corun New Materials is currently the only company in China capable of mass-producing and supplying perfluorosulfonic acid proton exchange membranes for vanadium flow batteries and is among the few that can do so for hydrogen fuel cells [1]. - The company has established a complete industrial chain layout from resin synthesis to membrane preparation and application development, leading the domestic market in the shipment volume of perfluorosulfonic acid proton (ion) membranes for three consecutive years [1]. - Corun New Materials holds over 100 patents related to proton membranes and has participated in the formulation of more than 10 national industry standards [2]. Group 3: Research and Development - The company has developed five major laboratories focusing on raw material selection, membrane liquid preparation, membrane production, performance testing, and application testing [2]. - Corun New Materials collaborates with prestigious institutions such as the Chinese Academy of Sciences and Xiamen University to maintain its technological competitiveness [2]. Group 4: Financial and Investment Highlights - Corun New Materials has completed multiple rounds of financing, attracting investments from notable firms including Sinopec Capital, Sequoia, and others [2]. - In August 2024, the company completed the second batch of financing in its C+ round, raising over 400 million yuan, with Sinopec Capital as the lead investor [2]. Group 5: Ownership Structure - The actual controller of Corun New Materials is Yang Dawei, who holds a 27.47% stake in the company [3].

以下文章来源于容百科技官微 ，作者容百科技 容百科技官微 . 容百科技（688005.SH），全球新能源材料产业经营者，倡导者。 6月会议预告 2025高工钠电 产业峰会 主办单位： 高工钠电、高工产业研究院（GGII） 总冠名： 众钠能源 会议时间： 6月9日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 2025高工固态电池 技术与应用峰会 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 总冠名： 利元亨 会议时间： 6月10日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 新能源电池产业化竞争中，材料体系是核心，其性能与成本直接决定核心竞争力。 作为全球正极材料领域的龙头企业 ， 容百科技 的产品、技术、动向备受行业关注。近期举行的 CIBF2025 上 ， 容百科技全面、多元的产品矩阵集体亮相，成为展会焦点之一。 三元 系列 " 明星 "产品 高调 亮相 三元正极材料方面 ， 容百科技高镍、超高镍、中低镍产品因其优异的产品性能，受到客户好评。 超高镍领域， 容百科技系列产品具有高克容量、长循环、品质稳定等优势，可满足 350Wh/kg 以上超高能量密度 性能电芯 ...