本文来源： 袁州产业园 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~ ICC 鑫椤资讯年终盘点： 2025年碳酸锂市场盘点： 2025年电解液市场盘点： 2025年铜箔市场盘点： 2025年钴酸锂市场盘点： 2025年三元材料市场盘点： 2025年磷酸铁锂市场盘点： 2025年锰酸锂市场盘点： 2025年三元前驱体市场盘点： 2025年六氟磷酸锂市场盘点： 2025年磷酸铁市场盘点： 2025年添加剂VC市场盘点： 2025年钠离子电池市场盘点： 2025年新型锂盐LIFSI市场盘点： 2025年隔膜市场盘点： 2025年锂电池市场盘点： 2025年铝箔市场盘点： 2025年储能电池市场盘点： 2025年储能系统市场盘点： 2025年磷酸锰铁锂市场盘点： 2025年负极材料市场盘点： 日前， 江西宜源新能源科技有限公司举办以"宜启新程 源创未来"为主题的磷酸铁锂正极材料投产仪式 ， 标志着企业正式迈入规模化、智能化生产新阶段。 江西宜源新能源科技有限公司成立于2022年，位于宜春市 袁州产业园，隶属于世界500强吉利控股集 团的吉利科技集团有限公司。公司致力于成为 ...

长江商报消息 ●长江商报记者 黄聪 格林美"爆单"的场景延续到了2026年，2月22日，公司官方平台发文介绍，公司旗下荆门园区春节期 间"不停工、不停产"，重点工序保持24小时连续生产，初一到初五累计在岗人数14301人，初一到初五 制造产值超过4亿元，为公司冲刺一季度"开门红"奠定了坚实基础。 实际上，2025年的整体市场行情并不理想。 近日，华鑫证券报告指出，格林美镍钴自供能力强化，预测2025年—2027年收入持续增长，三元材料需 求结构化升级提供支撑。 2025年营收有望创新高 "爆单"之下，格林美（002340.SZ）荆门园区春节期间"不停工、不停产"，冲刺一季度"开门红。 2月22日，格林美官方平台发文介绍，公司旗下荆门园区春节期间"不停工、不停产"，重点工序保持24 小时连续生产，初一到初五累计在岗人数14301人，初一到初五制造产值超过4亿元。 20多年来，格林美聚焦创新，发展全球关键金属资源循环利用、退役动力锂电池循环利用与新能源电池 材料业务，攻克关键技术，循环再造行业核心产品，供应全球行业主流市场。 业绩方面，2025年，格林美预计实现归母净利润14.29亿元至17.35亿元，比上年同期 ...

Core Viewpoint - The establishment of Shandong Lintie Technology and Shandong Sodium Source Technology by Shandong Liyuan Technology represents a strategic dual layout in the new energy sector, enhancing the company's capabilities in lithium and sodium battery materials, which is crucial for the development of the regional new energy industry in Heze [1][9]. Group 1: Company Developments - Shandong Liyuan Technology has established Shandong Lintie Technology and Shandong Sodium Source Technology to strengthen its position in the new energy industry, focusing on lithium and sodium battery materials [1]. - The company has implemented a three-pronged approach to raw material supply, utilizing ammonium method, nickel-iron method, and recycling method, which enhances its resilience against supply chain disruptions [3]. - The company plans to increase its production capacity by 500,000 tons this year, aiming for a total capacity of 1 million tons by the end of the 14th Five-Year Plan, achieving 100% self-supply of precursors [5]. Group 2: Industry Context - The demand for lithium iron phosphate as a key material for lithium batteries is surging, creating challenges for companies reliant on stable supply chains [3]. - The development of sodium-ion batteries is becoming essential to address resource constraints in the lithium battery market, with sodium-ion batteries offering advantages such as lower costs and higher safety [7]. - The dual strategy of lithium and sodium development allows the company to mitigate market risks associated with relying on a single technology, creating a synergistic effect for growth [9]. Group 3: Regional Impact - The establishment of lithium and sodium projects in Heze is expected to promote the clustering and high-end development of the new energy industry in the region, attracting upstream and downstream enterprises [9]. - The local government's supportive business environment has been a significant factor in the company's decision to deepen its investment in Heze, contributing to a favorable operational landscape [12].

Core Viewpoint - Hunan YN (301358) is facing a large-scale lock-up share release in early 2026 while announcing a profit increase forecast for 2025, leading to active stock performance and institutional interest in its integrated strategy [1] Recent Events - On February 9, 2026, approximately 374 million lock-up shares will be released for trading, accounting for 49.13% of the company's total share capital, involving 15 shareholders. This event may impact stock liquidity and market sentiment [2] Performance and Business Situation - On January 19, 2026, the company announced a profit forecast for 2025, expecting a net profit attributable to shareholders of 1.15 billion to 1.4 billion yuan, representing a year-on-year increase of 93.75% to 135.87%, mainly driven by the growth in demand for new energy vehicles and energy storage, product structure optimization, and cost control [3] - The company is continuously advancing its integrated strategy, including the production of phosphate rock projects and global capacity expansion, with an increase in the proportion of new product shipments. Dongwu Securities forecasts a year-on-year growth of over 35% in shipment volume for 2026 [6] Recent Stock Performance - On February 13, 2026, the stock price rose by 2.14% to 68.33 yuan per share, with a total market value of approximately 51.986 billion yuan and a net inflow of 13.2484 million yuan from main funds. On February 12, the stock price increased by 2.03% to 66.29 yuan per share, with a net inflow of 29.7821 million yuan from main funds. Year-to-date, the stock price has increased by 5.68%, with an 11.20% rise over the past 20 days [4] Institutional Perspectives - Huatai Securities reported on January 20, 2026, that the company's fourth-quarter earnings for 2025 exceeded expectations, maintaining a "buy" rating. Guotai Junan Securities, in a report on February 12, 2026, predicted that the company's lithium iron phosphate shipments in 2026 could reach 1.4 to 1.5 million tons, maintaining an "overweight" rating. Institutions are generally focused on the company's integrated layout and the recovery of industry demand [5]

Core Viewpoint - Tianji New Energy Technology Co., Ltd. is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure laws, which has led to market volatility and investor concern [1][2]. Group 1: Company Overview - Tianji New Energy's main business includes new energy battery materials and household appliances, with a focus on lithium battery electrolyte additives, establishing a dual-main business development pattern [1]. - The company has been actively expanding production capacity and market reach since 2024, maintaining stable operational conditions [1]. Group 2: Regulatory Context - The investigation reflects the regulatory authority's ongoing "zero tolerance" approach towards information disclosure quality, particularly concerning sensitive financial data and major contracts [2]. - The company has committed to cooperating with the investigation and ensuring compliance with information disclosure obligations during this period [2]. Group 3: Market Reaction and Implications - The announcement of the investigation has caused fluctuations in the company's stock price, raising concerns among investors about the potential impact on corporate governance and market reputation [3]. - The situation serves as a reminder of the importance of compliance in the context of the ongoing implementation of a comprehensive registration system, emphasizing the need for accurate and complete information disclosure [2].

Core Insights - In 2025, Qiannan Prefecture aims to enhance high-quality development by focusing on key areas and implementing deep reform actions, with a projected GDP exceeding 200 billion yuan [1] Group 1: Reform Mechanisms and Implementation - A comprehensive "one chess game" promotion mechanism was established, with six deep reform committee meetings held throughout the year, planning and implementing 45 key reform tasks and approving 26 major reform plans [1] - A "list management, dynamic tracking, and closed-loop implementation" mechanism was created to ensure the execution of 55 tasks from the Party Committee and 45 annual key points [1] Group 2: Resource and Environmental Optimization - The province is advancing mineral resource allocation reforms, with a focus on "rich mines and precise mining," resulting in an additional 500 million tons of phosphate resource reserves and the activation of 34 mining rights [2] - The modern logistics system is being rapidly constructed, with the establishment of a logistics information and network freight platform and the opening of Wengan Port's cloud-based port area [2] Group 3: High-Quality Development and Innovation - The technology innovation system is being continuously improved, with seven new provincial-level technology innovation platforms and 55 projects for technological breakthroughs and results transformation [3] - The agricultural mechanization rate for major crops reached 61%, and the processing and transformation rate of agricultural products reached 66% [3] Group 4: Social Welfare and Employment - The employment support system has been strengthened, with the implementation of six high-quality employment actions, resulting in the addition of 61,200 urban jobs [4] - The healthcare service quality has improved, with 18 tightly-knit county medical communities established, achieving full coverage across counties and cities [4] - The rural revitalization efforts are being advanced, with measures introduced to support families facing housing difficulties due to relocation [4]

一、《行政处罚事先告知书》的内容 "宁波容百新能源科技股份有限公司、白厚善、俞济芸： 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688005 证券简称：容百科技（维权） 公告编号：2026-008 宁波容百新能源科技股份有限公司 关于收到《行政处罚事先告知书》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、准确性和完整性依法承担法律责任。 宁波容百新能源科技股份有限公司（以下简称"公司"）于2026年1月18日收到中国证券监督管理委员会 （以下简称"中国证监会"）下发的《立案告知书》（编号：证监立案字0222026004号），因公司重大合 同公告涉嫌误导性陈述等，根据《中华人民共和国证券法》《中华人民共和国行政处罚法》等法律法 规，中国证监会决定对公司立案。具体情况详见公司2026年1月19日披露在上海证券交易所网站 （www.sse.com.cn）的《关于收到中国证券监督管理委员会立案告知书的公告》（编号：2026-007）。 公司于2026年2月6日收到中国证监会宁波监管局下发的《行政处罚事先告知书》（甬证监告字〔2026〕 ...

智通财经APP讯，容百科技(688005.SH)公告，公司于2026年2月6日收到中国证监会宁波监管局下发的 《行政处罚事先告知书》。关于公司重大合同公告涉嫌误导性陈述等事项，告知书指出： 2026年1月9日，容百科技与宁德时代新能源科技股份有限公司(以下简称宁德时代)签订《磷酸铁锂正极 材料采购合作协议》(，容百科技于2026年1月13日晚发布《关于与宁德时代签署日常经营重大合同的公 告》，披露了"自2026年第一季度开始至2031年，容百科技合计为宁德时代供应国内区域磷酸铁锂正极 材料预计为305万吨，协议总销售金额超1200亿元"等信息。 容百科技上述公告披露的相关信息未能真实、准确、完整地反映合作协议实际条款内容等情况：一是 《合作协议》并未对总销售金额作出约定，且公司在2026年1月19日关于对上海证券交易所问询函的回 复公告中称"1200亿元合同总金额是公司估算得出"，"销售金额具有不确定性"。二是《合作协议》约定 的需方采购量为不低于305万吨预测值的70%，且最终以供需双方后续签订的框架性、年度性或者单笔 采购合同为准。三是公告披露公司自2026年第一季度开始至2031年向需方供货，但《合作协 ...

转自：贵州日报 福泉洒金谷景区。 龙文芳 摄 五年来，规模工业总产值从2020年的233亿元增至2025年的568亿元，年均增长19.4%，工业占GDP的比重从 37.3%增至52.8%。 2026年2月5日，福泉市第七届人民代表大会第六次会议在市行政中心开幕。肩负着全市人民的期盼与重托， 来自各行各业、各条战线的市人大代表齐聚一堂，共商发展大计，共绘美好蓝图。福泉市人民政府市长夏世 飞代表市人民政府向大会作政府工作报告，回顾2025年全市经济社会发展成效，全面总结"十四五"时期的历 史性成就与变革。 春潮涌动处，奋进正当时。 报告指出，2025年是福泉发展进程中极不平凡的一年，全市上下坚持以习近平新时代中国特色社会主义思想 为指导，认真贯彻落实党的二十大及二十届历次全会精神和习近平总书记在贵州考察时的重要讲话精神，在 省、州的领导下，聚焦"工业大县"发展定位，坚持以高质量发展统揽全局，围绕"四新"主攻"四化"，强力推 进大抓产业、大抓项目、大抓招商、大抓园区，高质量发展迈出新的坚实步伐，为"十四五"规划顺利收官画 上圆满句号。 收官之年 四份成绩单彰显担当 2025年，福泉市上下以"闯"的精神、"创"的劲头 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：301358 证券简称：湖南裕能 公告编号：2026-003 湖南裕能新能源电池材料股份有限公司关于首次公开发行前已发行股份上市流通的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 特别提示： 1、本次解除限售的股份为湖南裕能新能源电池材料股份有限公司（以下简称"公司"）首次公开发行前 已发行的股份。 2、本次解除限售的股东户数共计15户，解除限售的股份数量为373,819,924股，占公司总股本的 49.13%。限售期限为自公司首次公开发行并上市之日起36个月。 3、本次解除限售股份上市流通日期为2026年2月9日（星期一）。 4、本次解除股份限售的股东请勿在解限期间办理转托管、质押式回购等会导致托管单元发生变更的业 务，否则可能导致相应股东解除限售失败。 经中国证券监督管理委员会《关于同意湖南裕能新能源电池材料股份有限公司首次公开发行股票注册的 批复》（证监许可〔2022〕2321号）同意注册，并根据深圳证券交易所（以下简称"深交所"）《关于湖 南裕能新能源电池材料股份有限公司人民币普 ...