新能源及有色金属日报 | 2025-08-28 矿端审批扰动仍较多，碳酸锂盘面宽幅震荡 市场分析 2025-08-27，碳酸锂主力合约2511开于79260元/吨，收于78860元/吨，当日收盘价较昨日结算价变化-0.23%。当日 成交量为729645手，持仓量为351322手，前一交易日持仓量349496手，根据SMM现货报价，目前基差为1400元/ 吨（电碳均价-期货）。当日碳酸锂仓单27477手，较上个交易日变化787手。 根据最新统计周度数据，周度产量降低842吨至19138吨，以锂辉石生产产量增加，以云母生产产量降低，周度库 存降低713吨，总库存141543吨，下游库存增加较多，冶炼厂库存减少。 策略 供需格局好转，库存及产量均有降低，个别矿山安全生产许可证获批，但其他矿山后续审批情况也存在不确定性， 需关注矿端开工情况，消费端存在支撑，在矿端扰动影响下，碳酸锂回落后或仍有上涨空间，短期盘面波动较大， 参与者需做好风险管控。 风险 2025年期货市场研究报告 第1页 请仔细阅读本报告最后一页的免责声明 单边：谨慎偏多 跨期：无 跨品种：无 期现：无 期权：无 碳酸锂现货：根据SMM数据，电池级碳酸 ...

（记者 王晓波） 坤彩科技（603826.SH）8月14日在投资者互动平台表示，公司主要从事珠光材料、云母生产、销售， 生产过程中暂不涉及塑料化学品管理。 每经AI快讯，有投资者在投资者互动平台提问：贵公司所在中证4级行业很多同行都已在ESG报告中披 露关于塑料化学品的管理，贵司产品与服务中是否涉及塑料化学品的使用或替代？如果是，为何未见在 年报和ESG报告中披露塑料化学品管理相关信息，后续是否有计划在年报及ESG报告中披露具体的塑料 化学品管理风险与机遇？ ...

Industry Overview - The mica industry is transitioning from traditional mineral processing to high-end new material manufacturing, revealing the deep restructuring of upstream materials due to the new energy revolution [1][11] - The market size of China's mica industry is projected to reach 8.37 billion yuan in 2024, with a year-on-year growth of 27.73% [1][11] - Synthetic mica technology breakthroughs are reshaping the industry landscape, with Zhejiang Rongtai developing nano-level mica composite materials that have improved breakdown strength to 25KV/mm, successfully entering the aerospace insulation field [1][11] Market Dynamics - In the electronic packaging sector, low dielectric constant mica sheets have achieved import substitution, with mica substrates for 5G base station filters capturing over 25% market share [1][11] - The "Expansion of Domestic Demand Strategic Plan" includes mica in the research directory for frontier new materials, and the upgrade of safety standards for power batteries directly boosts the demand for high-end mica [1][11] Industry Development Stages - The mica industry in China has experienced four main stages: initial development (1950-1960s), rapid growth (1970-1980s), industrial upgrading (1990-2000s), and innovative development (2010-present) [4][5] - The current phase emphasizes the application of mica products in new energy vehicle battery thermal runaway protection, with mandatory safety standards implemented in 2021 driving demand growth [5][11] Key Enterprises - Major companies in the mica industry include Ping An Electric (001359), Zhejiang Rongtai (603119), and Dongcai Technology (601208), with a competitive landscape characterized by leading enterprises and diverse players [2][15] - Ping An Electric has a comprehensive supply chain capability from mica mining to end insulation material production, widely applied in high-end sectors such as new energy vehicles and energy storage systems [15][17] - Zhejiang Rongtai focuses on high-temperature insulation mica products, with over 70% of its revenue coming from the new energy vehicle sector, showcasing significant growth [19] Future Trends - Technological innovation is driving industry upgrades, with synthetic mica and functionalized materials becoming mainstream [21] - The explosive growth in new energy demand, particularly in power batteries and energy storage markets, is expected to significantly increase the demand for mica materials [22][23] - Globalization is accelerating, with Chinese mica companies transitioning from "product export" to "technology output," enhancing international market penetration [24]

福建坤彩材料科技股份有限公司 章 程 福建福州 二〇二五年五月 福建坤彩材料科技股份有限公司章程 第一章 总 则 第一条 为维护公司、股东、职工和债权人的合法权益，规范公司的组织和 行为，根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人民共 和国证券法》（以下简称"《证券法》"）和其他有关规定，制订本章程。 第二条 本公司系依照《公司法》和其他有关规定成立的股份有限公司（以 下简称"公司"）。公司由福建坤彩材料科技有限责任公司依法变更设立；在福 州市市场监督管理局注册登记，取得营业执照，统一社会信用代码为 第三条 公司于 2017 年 3 月 17 日经中国证券监督管理委员会（以下简称 "中国证监会"）核准，首次向社会公众发行人民币普通股 9,000 万股，于 第四条 公司注册名称：福建坤彩材料科技股份有限公司 公司英文名称：Fujian Kuncai Material Technology Co.,Ltd. 第五条 公司住所：福州市元洪投资区（城头） 公司邮编：350314 第六条 公司注册资本为人民币 65,520 万元。 公司因增加或者减少注册资本而导致注册资本总额变更的，可以在股东会 ...