Core Viewpoint - The signing of the investment cooperation agreement for the second phase of the CATL (Contemporary Amperex Technology Co., Limited) battery production base in Guizhou marks a significant step in the company's capacity expansion and strategic layout in the region [1][3]. Group 1: Project Details - CATL will invest in the second phase of the Guizhou battery production base, which is designed to have an annual production capacity of 30 GWh for power and energy storage batteries, covering an area of approximately 550 acres [1][3]. - The first phase of the project, which also has a planned annual capacity of 30 GWh, was successfully put into operation on October 27, 2023, and was built to high standards as a "lighthouse + zero-carbon factory" [3]. Group 2: Industry Impact - The expansion of CATL's investment in Guizhou signifies a deeper commitment to the global new energy industry and will enhance the province's energy supply chain, contributing to the high-quality development of the Guian New Area [3]. - The project is expected to inject strong momentum into the development of the new energy industry in the province, supporting the construction of an industrial ecosystem and promoting practical cooperation for mutual benefits [5].

Core Insights - Guangxi's industrial economy has achieved significant growth during the "14th Five-Year Plan" period, with the total industrial output value expected to reach 2.7 trillion yuan by 2025, an increase of approximately 900 billion yuan compared to the end of the "13th Five-Year Plan" [1][2] Industrial Development - The industrial structure in Guangxi has been optimized, forming ten pillar industries including non-ferrous metals, automobiles, and electronic information [2] - The non-ferrous metal industry is projected to double its output value over five years, expected to exceed 450 billion yuan this year [2] - Emerging industries such as new energy vehicles, new energy batteries, wind power equipment, and intelligent robots are rapidly growing, with new energy vehicle production increasing from 189,000 units in 2020 to over 800,000 units this year, quadrupling its output value [2][3] Technological Advancements - Guangxi has promoted the integration of artificial intelligence in manufacturing, with over 5,000 enterprises implementing smart upgrades, and 377 intelligent factories established [3][4] - The core industry output value of artificial intelligence in the industrial sector has surpassed 80 billion yuan, with 258 new intelligent products launched this year [3][4] Green Transformation - Guangxi has added 105 national-level green factories and 11 green parks during the "14th Five-Year Plan," with three parks selected for the first batch of national zero-carbon park construction [4] - The level of resource utilization has significantly improved, establishing a trillion-yuan scale recycling resource utilization industry [4] Innovation and Collaboration - The region has supported 23 key technology industrialization projects and 46 large-scale industrialization projects, fostering over 800 new industrial products [5] - Guangxi has accelerated its internal and external cooperation, facilitating over 1,000 signed projects with a total value exceeding 900 billion yuan through industry transfer development activities [5] Future Outlook - Looking ahead to the "15th Five-Year Plan," Guangxi aims to focus on modernizing pillar industries such as non-ferrous metals and new energy vehicles, leveraging artificial intelligence to drive deep integration of technological and industrial innovation [6]

Group 1: Economic Transformation of Leshan - Leshan, a city with a GDP of 253.3 billion, is making significant strides in the hardcore technology sector, moving beyond its traditional image of scenic landscapes and local cuisine [1][17] - The city has a rich industrial heritage, exemplified by the legacy of Hou Debang, who established a foundational chemical industry in China with his patented method [4][6] - The chemical company Fuhua Chemical has emerged as a leader in the agricultural chemical sector, ranking among the top 20 globally and producing significant quantities of glyphosate and sodium dihydrogen phosphate [6][7] Group 2: Innovations in New Energy - Fuhua Chemical is leveraging its expertise to enter the new energy market, particularly in lithium iron phosphate production, which is in high demand due to the growth of electric vehicles [7] - The company can produce approximately 20,000 tons of lithium iron phosphate annually from its waste materials, capturing nearly 10% of the market share by 2024 [7] - The chemical industry cluster in Wutongqiao is projected to generate a value of 32.4 billion by 2024, with multiple green chemical projects underway [7][8] Group 3: Strategic Industry Development - Sichuan Weili Energy Co., Ltd. has successfully entered the all-vanadium flow battery market, which offers advantages over lithium batteries, such as higher safety and longer lifespan [10][11] - The company has created a complete supply chain for vanadium-based energy storage, contributing to the local economy and attracting related businesses to Leshan [11][12] - The development of industries in Leshan is guided by a clear understanding of local resources and strengths, allowing for strategic positioning in emerging markets [12] Group 4: Cross-Industry Innovations - Jiajing County, known for its bamboo paper production, is diversifying into high-tech industries such as nuclear medicine and aerospace materials [13][14] - The establishment of a major medical isotope production facility has positioned Jiajing as a leader in nuclear medicine, breaking international monopolies [13] - The county is also developing a comprehensive ecosystem for drone technology, supported by local resources and infrastructure [16] Group 5: Government Support and Policy - Leshan's government is implementing a dual-driven strategy of industrial strength and cultural tourism, aiming to reshape the city's industrial landscape [17][19] - Initiatives include streamlined project services and tax incentives to support businesses in their transformation and growth [19] - The city's approach serves as a model for other regions, demonstrating that success in high-end industries is achievable through strategic resource management and industry alignment [19]

中新网宜昌12月29日电 (董晓斌 荣飞)总投资56亿元的"邦普时代45万吨/年新一代磷酸铁锂项目"29日在 湖北宜昌邦普全链条一体化产业园正式投产，助力该市加快打造世界级磷化工循环产业集群。 工人将生产的磷酸铁锂运送至集中放置区。董晓斌 摄 广东邦普循环科技有限公司董事长李长东表示，邦普将继续加快构建"磷资源与电池回收"双驱动的生态 闭环，推动技术创新，打造循环经济的样板，构建绿色的产业链和供应链，助力宜昌的传统优势磷化工 产业"老树发新芽"。(完)【编辑:王琴】 邦普新一代磷酸铁锂项目生产车间。董晓斌 摄 据悉，该项目践行绿色低碳理念，实现热能综合回收利用，做到全过程碳足迹可追溯。同时，项目实现 单线产能、自动化程度、核心设备国产化率"三大领先"，核心设备国产化率100%，全部达产后每年可 实现产值145亿元、税收6亿元。 宜昌高新区政府相关负责人表示，该项目采用新一代磷酸铁锂技术和定向循环技术，具备行业领先的高 压实密度和超高金属回收率，将助力宜昌加快打造新能源电池产业集聚区。 邦普时代45万吨/年新一代磷酸铁锂项目正式投产。董晓斌 摄 宜昌地处长江中上游结合部，是三峡工程和葛洲坝水电站所在地。近年来， ...

经济观察网中共云南省委关于制定云南省国民经济和社会发展第十五个五年规划的建议发布。其中提 到，积极发展战略性新兴产业和未来产业。实施产业创新工程，加快生物医药、新材料、先进装备制 造、数字经济、低空经济等战略性新兴产业发展，推动新能源电池产业等延链补链强链，努力培育新兴 支柱产业。积极谋划布局未来产业，建立未来产业投入增长和风险分担机制，因地制宜推动生物制造、 人工智能、氢能及新型储能等成为新的经济增长点。完善产业生态，加快发展创业投资，实施新技术新 产品新场景大规模应用示范行动。引导技术、资本、人才等优质资源要素向重点领域和优势企业集聚。 大力培育专精特新"小巨人"、制造业单项冠军企业。 ...

Core Viewpoint - The demand for domestic new energy lithium batteries is expected to significantly decline in early 2026 compared to Q4 2025, leading to production cuts by battery manufacturers in response to fluctuating demand [1] Group 1: Factors Influencing Demand - The adjustment of vehicle purchase tax policies is anticipated to cause a decrease of at least 30% in new energy passenger vehicle sales in early 2026 compared to Q4 2025 [1] - Following the year-end rush for subsidies and tax exemptions, new energy commercial vehicles are also expected to face a substantial decline in demand in early 2026 [1] - Although exports of new energy passenger vehicles are projected to remain strong in early 2026, the impact on independent battery suppliers' demand will be minimal [1] Group 2: Export and Pricing Dynamics - The demand for domestic battery exports to the U.S. is not expected to show significant growth, with a sharp decline in battery exports to the U.S. anticipated in 2025 [1] - The domestic energy storage bidding prices are significantly below 300 yuan per kilowatt-hour, leading to weakened demand for price increases, and vehicle batteries cannot absorb the losses incurred in energy storage [1]

Core Insights - The automotive market performance at the end of the "14th Five-Year Plan" is in line with expectations, with a strong growth rate in the first three quarters of the year, leading to a noticeable deceleration in the fourth quarter [1] - Demand for new energy lithium batteries is expected to be significantly weak in the fourth quarter, resulting in reduced production plans and increased holiday breaks for upstream suppliers in early 2026 [2] Group 1 - The profit margin for non-ferrous mining in the upstream materials sector reached 30% from January to November, which is seven times that of the automotive industry, indicating a significant profit imbalance within the industry [1] - A stable price and a reasonable supply-demand balance are crucial for the development of the industry, as profit imbalances can negatively impact growth [1] Group 2 - In early 2026, domestic demand for new energy lithium batteries is expected to decline significantly compared to the fourth quarter, with battery manufacturers planning to reduce production in response to demand fluctuations [2] - The decline in demand is attributed to several factors, including a policy adjustment on vehicle purchase tax affecting new energy passenger vehicles, which is expected to see a decrease in sales of at least 30% compared to the fourth quarter [2] - The commercial vehicle segment is also anticipated to face a significant drop in demand after a year-end rush for subsidies and tax exemptions [2] - Exports of new energy passenger vehicles are expected to remain strong, but this will not significantly boost demand for batteries from independent suppliers [2] - The U.S. energy storage demand is not expected to provide a noticeable boost to domestic battery exports, with a sharp decline in battery exports to the U.S. anticipated in 2025 [2] - Domestic energy storage bidding prices are significantly below 300 yuan per kilowatt-hour, leading to weak demand for price increases, and automotive batteries cannot absorb the cost losses from energy storage [2]

证券日报网讯12月25日，泰鸿万立（603210）在互动平台回答投资者提问时表示，公司生产的新能源电 池结构件，可覆盖包括固态电池与锂电池在内的多种电池形态。 ...

每经AI快讯，欣旺达（SZ 300207，收盘价：29.53元）12月25日晚间发布公告称，本着"平等协商、互 惠互利、优势互补、合作发展"的原则，欣旺达动力与中伟股份于2025年12月25日签署《固态电池战略 合作框架协议》。基于双方在战略合作方面的互补性和兼容性，为充分发挥双方技术、工程、资源、产 线及产能等方面优势，实现合作共赢，达成双方利益最大化，旨在建立深层次的战略合作关系共同开发 固态电池应用系列的新能源电池材料，推动固态电池应用系列新能源电池材料的产业化实施。 每经头条（nbdtoutiao）——对话马斯克脑机接口"一号受试者"：大脑植入芯片23个月，我正重新夺回 人生的独立 （记者 曾健辉） 2025年1至6月份，欣旺达的营业收入构成为：工业制造业占比100.0%。 截至发稿，欣旺达市值为546亿元。 ...

2、公司 LCP 业务进展情况和未来发展规划？ 公司 LCP 产品主要应用于以高频高速信号传输为核心的通信和信 号信息传输等产业中，公司的 LCP 薄膜全系列产品目前均已达到可量 产状态，可应用于毫米波频段手机、脑机接口等领域。目前在通信领 域，公司与电子通信行业国内某家知名头部客户验证已完成，预计近 期将实现批量化交付；在脑机接口领域，公司已与海外客户关于公司 LCP 薄膜在脑机接口领域的应用进行了共同开发以及验证工作，目前 正在进行临床试验工作，进展顺利。国内相关行业客户目前也正在对 接中。 LCP 电子纤维布拥有非常低的介电常数和介电损耗等优异性能， 可用于 6G 基站和 AI 服务器的 PCB 硬板中，公司正在与下游某头部客 户进行高速服务器的 PCB 硬板验证开发工作，一旦 LCP 纤维布在该领 域中验证成功，将对下一代高速服务器的整体成本管控和产品性能上 将带来巨大的提升。 证券代码： 002324 证券简称：普利特 上海普利特复合材料股份有限公司投资者关系活动记录表 编号：2025-12-25 投资者关系活动 类别 □特定对象调研 ☑ 分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活 ...