Core Viewpoint - Company is actively engaged in the solid-state battery industry, focusing on key raw materials and technological advancements to enhance its position in the new energy materials sector [1]. Group 1: Investment and Partnerships - Company holds approximately 3% equity in Beijing Weilan New Energy Technology Co., Ltd. through Chengdu Tianqi and about 7.67% in SES AI Corporation via Tianqi Lithium Hong Kong, to track trends in solid-state battery technology and commercialization [1]. - A joint venture, Tianqi Weilan Solid Lithium New Materials (Shenzhen) Co., Ltd., has been established with Beijing Weilan to focus on pre-lithiation anode materials and related manufacturing equipment [1]. Group 2: Material Development and Production - Company has completed industrialization support for lithium sulfide, a key material for the next-generation solid-state battery, and has conducted sample testing with over ten downstream customers [1]. - The production line for lithium sulfide is being advanced, with ongoing upgrades in quality and capacity [1]. - The newly developed battery-grade lithium sulfide micro-powder shows significant improvements in uniformity and activity compared to previous high-purity products, while the development of recycling purification technology has greatly reduced production costs [1]. Group 3: Metal Lithium Production - The Chongqing Tongliang production base has an existing capacity of 600 tons/year for metal lithium, with plans to expand to 1000 tons [1]. - Company is developing new green refining technologies for high-energy metal lithium and is advancing intelligent electrolysis equipment and processes [1]. - Achievements include stable production of ultra-thin lithium strips at 20μm level and the development of two new composite strips, with ongoing downstream sampling and application validation [1]. Group 4: Future Strategic Focus - Company aims to explore strategic opportunities in the new energy value chain, particularly in collaboration potential for new energy materials and next-generation battery technologies, focusing on electric vehicles and energy storage applications [1][3].

起点锂电获悉， 6 月 3 日湖南裕能发行股票募集说明书， 准备像不超过 35 名 发行对象 筹集不超过 4 8 亿 元， 具体 用于以下项目： 1. 年产 32 万吨磷酸锰铁锂项目； 2. 年产 7.5 万吨长循环磷酸铁锂项目； 3. 年产 10 万吨磷酸铁项目； 4. 补充流动资金。 该公司对此次募资给出了详细的 "理由"，在 生产线的设计上 ， 充分考虑各类正极材料产品的兼容性，具备 各类型材料产线 切换的能力 。 确实湖南裕能技术先进，是业内少数能实现高压密磷酸铁锂量产的企业之一，且 2025 年以来，多家锂材料企业处于产能饱满状态，虽然项 目中止不少，但现有产能正在呈合理的上升趋势。 在此之前， 5 月 16 日湖南裕能发布投资者关系活动记录表，进入 Q2 以来锂材料市场需求强劲，虽然有地缘政治风险，但公司还是保持较 高的产能利用率，竞争优势进一步加强，其新产品 CN-5 系列、 YN-9 系列和 YN-13 系列获得认可较多。 此外，公司也加快推进西班牙年产 5 万吨锂电池正极材料项目，持续深化"资源 - 前驱体 - 正极材料 - 循环回收"一体化产业布局。 01 寒冬已过？ 去年对于湖南裕能来说 ...