6月6日，广东东岛新能源股份有限公司(以下简称"广东东岛"或公司)披露了公开转让说明书，公司新三板挂牌材料被正式受理。据悉，广东东岛本次挂牌 股份总量为60,190,287股，拟于新三板基础层挂牌，主办券商为中信建投证券。 1.公司股权结构与简介 吴其修持有公司1,389.9181 万股，持股比例为23.09%，但其合计控制公司 38.20%的表决权，足以对股东会的决议产生重大影响。此外，吴其修系公司第 一大股东，且与第二大股东（长江晨道持股 9.85%）、第三大股东（前海基金持股 5.94%）持有股份比例相差较大。综上，吴其修为公司的控股股东、实 际控制人。 2.公司简介 广东东岛新能源股份有限公司是全国知名的锂离子电池负极材料的研发与制造商，主要产品包括各类石墨负极材料等，在研硅碳等新型负极材料，系集基 础研究、产品开发、生产、销售于一体的国家级高新技术企业。公司自成立以来深耕负极材料领域，致力于成为新能源材料领域创新引领企业；公司贯彻 落实"锲而不舍"的核心价值观，坚持以合作、创新、包容为理念，践行长期可持续发展业务目标，为民族工业基础材料引领全球发展贡献力量。 目前公司已经与全球范围内的知名厂商建立了 ...

Investment Rating - The report assigns an "Accumulate" rating for the company, indicating a positive outlook for investment [5][8]. Core Views - The company is a leader in battery materials solutions, focusing on lithium battery anode, cathode, and new material research and production. It aims to build an industrial ecosystem through mergers and acquisitions, overseas base construction, and global layout [5][10]. - The company has launched a series of solid-state battery materials, including semi-solid and all-solid high-nickel cathodes, silicon-based anodes, and solid electrolytes, to fully develop solid-state battery solutions [5][10]. Summary by Sections 1. Industry Overview - The lithium-ion battery anode and cathode materials industry is experiencing rapid growth, with China's lithium battery shipments expected to increase by 33% year-on-year in 2024, driven by the fast development of new energy vehicles and energy storage markets [15][20]. - The global anode material capacity is projected to grow from 81,100 tons per year in 2020 to 354,600 tons per year in 2024, a total increase of 337%, with major production concentrated in China [25][26]. 2. Company Focus and Financials - The company specializes in lithium-ion battery anode and cathode materials, with a revenue of 14.24 billion yuan and a net profit of 930 million yuan expected in 2024. The gross margins for anode and cathode materials are projected to be 27.76% and 7.88%, respectively [6][40][63]. - The company has established a comprehensive product matrix covering natural graphite anodes, artificial graphite anodes, silicon-based anodes, and high-nickel ternary cathodes, serving major clients like Panasonic, Samsung SDI, and CATL [40][65]. 3. Market Competition and Future Prospects - The company holds over 20% market share in the anode materials sector, ranking first in China from 2018 to 2024. It has also obtained 442 invention patents, indicating strong innovation capabilities [7][10]. - The company is focusing on breakthroughs in solid-state batteries, sodium-ion batteries, and dry electrode technologies, with solid-state battery penetration expected to reach 10% by 2030 [10][31].

Core Viewpoint - The article highlights significant advancements in solid-state battery technology by leading companies in the industry, including CATL, XianDiao Intelligent, and BTR, indicating a strong push towards commercialization and production capabilities in the coming years [1][2]. Group 1: CATL - CATL expects to achieve small-scale production of solid-state batteries by 2027, with a focus on high energy density of up to 500Wh/kg for its condensed state batteries [1]. - The collaboration with COMAC on civil electric passenger aircraft projects is a key initiative, emphasizing adherence to aviation standards for safety and quality [1]. - The company's upcoming Hong Kong listing is anticipated to enhance its global strategic positioning and capitalize on the energy transition opportunities [1]. Group 2: XianDiao Intelligent - XianDiao Intelligent has successfully established a complete production process for solid-state batteries, covering all key equipment and solutions [1]. - The company has formed partnerships with several leading industry players and has delivered production equipment to clients in Europe, America, Japan, and South Korea, receiving positive feedback and repeat orders [1][2]. Group 3: BTR - BTR has announced that its solid-state battery materials are ready for mass production, including both semi-solid and all-solid battery materials [2]. - The company’s materials are applicable in digital and power sectors, with mass production contingent on validation from downstream cell manufacturers and automotive companies [2]. - BTR specializes in the research, production, and sales of lithium-ion battery anode and cathode materials, with a focus on various advanced materials [2].

值得注意的是，1月10日，尚太科技曾公告称，此前公司全资子公司山西尚太锂电科技有限公 司与山西省晋中市昔阳县人民政府签署《投资合作协议书》，拟在昔阳县投资建设年产30万吨 锂离子电池负极材料一体化项目，投资金额约120亿元。 截至该公告披露日，该项目部分土地曾为原煤矿坑土地，政府进行土地平整投资耗费巨大，存 在一定客观困难，故未实际进行建设推进。 因原项目土地条件、市场竞争环境等发生变化，尚太科技拟调整建设土地范围，选择具备平整 及生产基地建设条件进行年产20万吨锂离子电池负极材料一体化项目，对项目建设内容、投资 金额等进行了调整。项目投资总额约人民币40亿元，占地约1000亩（以最终情况为准）。 倒计时11天 2025起点锂电圆柱电池技术论坛 暨圆柱电池20强排行榜发布会 活动主题： 聚集新 技术 探索新工艺 活动规模： 500+人 据晋中日报报道，2月14日，山西省晋中市昔阳县人民政府与山西尚太锂电科技有限公司举行 签约仪式，总投资60亿元、年产20万吨锂电池负极材料一体化项目落地晋中。 资料显示，该项目投资方山西尚太锂电科技有限公司系尚太科技全资子公司。尚太科技曾长期 经营负极材料石墨化加工以及碳素制品 ...