证券日报网讯12月30日，中钢天源（002057）在互动平台回答投资者提问时表示，公司四氧化三锰产品 可用于锰酸锂、磷酸铁锰锂等电池材料中，是锰基正极产业链中重要的上游材料。 ...

五矿新能的主营业务为高效电池材料的研发、生产和销售。2025年三季报，公司每股收益-0.01元，归 母净利润-2010.22万元，净利润同比增长率88.34%。今年1月2日，五矿新能收盘价为5.13元/股，年中最 高价为11月17日的9.44元/股，19日上午收盘价为6.92元/股，年内上涨超30%。近日，五矿新能在互动平 台表示，公司持续加大研发投入，稳步推进磷酸铁锂产品研发，目前该产品在手订单充足，产能利用率 维持高位。 湘潭电化主营业务为电池材料业务和污水处理业务，是国内知名的电解二氧化锰生产企业。2025年三季 报，公司每股收益0.25元，归母净利润15734.54万元，净利润同比增长率-35.56%。今年1月2日，湘潭电 化收盘价为9.87元/股，年中最高价为6月26日的17.95元/股，19日上午收盘价为14.18元/股，年内上涨超 40%。目前，湘潭电化电解二氧化锰总产能达到12.2万吨，四氧化三锰年产能1万吨，公司还拥有4万吨 锰酸锂产能，并计划扩大至7万吨。湘潭电化在互动平台表示，目前公司控股子公司广西立劲新材料有 限公司正与部分固态电池企业就锰酸锂应用于半固态/固态电池领域开展合作研发，已 ...

（文章来源：证券日报） 证券日报网讯 12月1日，湘潭电化在互动平台回答投资者提问时表示，公司现有主导产品为电解二氧化 锰、锰酸锂和四氧化三锰，公司密切关注富锂锰基等锰基电池材料技术发展，并进行相关技术储备。 ...

湘潭电化（002125.SZ）12月1日在投资者互动平台表示，公司没有销售磷酸铁锂，现有主导产品为电解 二氧化锰、锰酸锂和四氧化三锰，未来重心是将现有生产线数智化以提质降本，加强资源循环以实现可 持续绿色发展，稳固供应链以增强产品竞争力，通过强研发不断提升产品性能。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问公司有销售磷酸铁锂？ ...

Core Viewpoint - Xiangtan Electric Chemical (002125.SZ) is focusing on differentiated production processes for lithium manganese oxide products based on varying market demands, utilizing electrolytic manganese dioxide and manganese tetroxide as raw materials [1]. Group 1 - The company has an annual production capacity of 10,000 tons for manganese tetroxide [1]. - The performance and characteristics of lithium manganese oxide products differ based on the raw materials used, leading to distinct application scenarios [1]. Group 2 - An investor raised a question regarding the high cost of electrolytic manganese dioxide (EMD) and its low manganese content, which results in high overall costs for synthesized lithium manganese oxide [3]. - The CTO of Xingheng Power highlighted that BoShi employs an advanced method for producing battery-grade manganese tetroxide, which is more cost-effective compared to traditional methods [3].

Core Insights - A research team led by Professor Zhang Qiang from Tsinghua University has made significant advancements in the field of lithium battery polymer electrolytes, publishing their findings in Nature [1] - The team introduced a new strategy called "rich anion solvation structure," successfully developing a novel fluorinated polyether electrolyte [1] - The energy density of lithium-rich manganese-based polymer batteries assembled with this electrolyte has achieved a remarkable increase, reaching 604 Wh/kg, which far exceeds current commercial batteries [1] Company Insights - The company currently focuses on key products such as electrolytic manganese dioxide, lithium manganese oxide, and manganese trioxide [1] - The company is closely monitoring the technological developments related to lithium-rich manganese-based battery materials and is engaged in relevant research and development [1]

Group 1 - The company Xiangtan Electric Chemical (002125.SZ) announced that its subsidiary Guangxi Lijin currently has an annual production capacity of 40,000 tons of lithium manganate, with a convertible bond project for an annual production of 30,000 tons of spinel-type lithium manganate battery materials having completed the first phase of 20,000 tons and is under construction [1] - Upon completion of the fundraising project, the company's lithium manganate annual production capacity will reach 50,000 tons [1] - The company currently has an annual production capacity of 122,000 tons of electrolytic manganese dioxide and 10,000 tons of manganese tetroxide [1]

Core Viewpoint - The company Zhonggang Tianyuan (002057) has confirmed that its manganese tetroxide products are essential upstream materials in the manganese-based cathode industry chain, particularly for lithium manganese oxide and lithium iron manganese phosphate battery materials [1] Group 1: Company Information - Zhonggang Tianyuan's manganese tetroxide products can be utilized in various battery materials, indicating their strategic importance in the battery supply chain [1] - The company has fully released its production capacity of 35,000 tons of battery-grade manganese tetroxide, which is being supplied to leading cathode material enterprises [1]

Core Viewpoint - The company emphasizes the critical role of manganese in the development of solid-state batteries and acknowledges market judgments regarding this element [1] Production Capacity - The company has an annual production capacity of 30,000 tons for both electrolytic manganese dioxide and high-purity manganese sulfate [1] - The company possesses production technology for manganese tetroxide, which has completed pilot testing but has not yet produced any products [1]

Core Viewpoint - The launch of the Hubei Boyang manganese-based new energy electronic materials project marks a significant step in the full industrial chain layout of manganese by Boshikang High-Tech, injecting new vitality into the high-quality development of the national manganese industry [1][4]. Project Background and Significance - Longyang is one of the eight major manganese ore resource-rich areas in China, with proven manganese ore reserves exceeding 50 million tons. The local government successfully attracted Anhui Boshikang High-Tech New Materials Co., Ltd., the leading company in the national manganese acid lithium market, to jointly invest in the Hubei Boyang manganese-based new energy electronic materials project [4]. Project Investment and Production Capacity - The total planned investment for the project is 5.85 billion yuan, divided into three phases, with an expected annual production capacity of 280,000 tons of manganese-based materials upon full completion. The first phase includes a production line for 30,000 tons of manganese trioxide and a production line for 20,000 tons of manganese-based cathode materials, with an estimated annual output value of 1.5 billion yuan [5]. Technological Innovation and Environmental Considerations - The project has achieved significant breakthroughs in technological innovation and industrial upgrading, utilizing advanced production methods for battery-grade manganese trioxide and lithium manganese oxide. It features full-process digital control and includes an industrial wastewater treatment system that employs patented technologies to ensure compliance with environmental standards, reflecting a commitment to green development [6]. Strategic Partnerships - During the launch ceremony, Hubei Boyang New Materials Co., Ltd. signed strategic cooperation agreements with multiple industry partners, including Xingheng, Zhongxing, and others. This collaboration aims to further integrate industry chain resources, optimize supply chain management, and enhance product competitiveness, supporting the transformation and upgrading of the national manganese industry [8]. Future Development Plans - Boshikang High-Tech plans to leverage the rich manganese resources in Longyang, focusing on technological innovation to promote the widespread application of manganese-based cathode materials in the new energy sector. The company aims to optimize product structure and enhance technical performance, driving the manganese industry towards higher quality and more sustainable development [12].