色母粒业务竞争力提升与布局 对比美联与宁波色母、宝丽迪业绩，美联色母粒业务毛利率仅11%，低于后两者20%以上，公司被问及 提升产品竞争力措施及产品布局。公司表示，其色母料产品与宁波色母、宝丽迪应用方向差异大，导致 毛利率不同。公司将尽快完成达州项目投产，以产品成本优势提升竞争力。 星空钠电合作与普鲁士蓝正极材料采购 9月19日15:30 - 17:00，广东美联新材料股份有限公司以网络远程方式，通过全景网"投资者关系互动平 台"（https://ir.p5w.net）举办业绩说明会，参与单位为参加广东辖区上市公司2025年投资者网上集体接 待日活动的投资者。公司董事长黄伟汕、总裁兼财务总监易东生、副总裁兼董事会秘书段文勇等相关人 员出席。活动就公司项目进展、业务布局等方面进行交流，以下为主要内容： 达州项目成本优势与投产时间 投资者提问，在钛白价格下降、原材料价格上涨，特别是硫磺价格涨幅较大且钛矿需外采的情况下，美 联达州项目建成后的成本优势及投产时间。公司回应称，达州项目产品为色母粒制品，与钛白市场无直 接关系，预计2026年9月建成试生产。 其他业务相关问题回应三聚氯氰价格：近期三聚氯氰价格已开始回升。 ...

证券代码：300586 证券简称：美联新材 2、就星空钠电继续问下，星空钠电与国家电网百亿合作，先期 在鞍山及吉林等地前段时间建立基地，根据框架协议是否有采购贵 公司的普鲁士蓝正极材料？ 答：您好，星空钠电系公司参股公司，鉴于普鲁士蓝钠离子电 池具有高能量密度、优循环性能、宽适用温带（零下50°—零上80 度）、高安全性和低成本性等优势，星空钠电的储能项目将首选普 鲁士蓝钠离子电池路线。感谢您的关注。 3、段总好，请问公司EX电子材料已经通过了HBM堆叠封装工艺 的验证，是否可以披露详细进展以及下游客户应用是国产替代还是 海外供应链？ 答：感谢您的关心和提问！公司EX电子材料已经通过了HBM堆叠 封装工艺的验证，不方便披露详细进展。这是一个全新的材料，目 前下游客户应用是海外供应链，国内的几个客户应用在不同阶段的 评价阶段。 广东美联新材料股份有限公司 投资者关系活动记录表 编号：2025-003 | 投资者关系活动类别 ☐ | 特定对象调研 | 分析师会议 ☐ | | --- | --- | --- | | ☐ | 媒体采访 | 业绩说明会 | | ☐ | 新闻发布会 | ☐ 路演活动 | | ☐ | 现 ...

证券日报网讯美联新材（300586）9月10日在互动平台回答投资者提问时表示，公司控股子公司安徽美 芯生产的凝胶隔膜可应用于半固态和固态电池领域，已实现批量交付；公司控股孙公司辉虹科技生产的 普鲁士蓝正极材料也可以用于固态/半固态钠离子电池的制造。近期，公司正在积极推动与下游钠离子 电池企业建设示范项目合作。 ...

Group 1 - The company has confirmed that its gel separators produced by its subsidiary can be applied in semi-solid and solid-state battery fields and has achieved mass delivery [2] - The company's subsidiary is also producing Prussian blue cathode materials that can be used in the manufacturing of solid-state/sodium-ion batteries [2] - The company is actively promoting cooperation with downstream sodium-ion battery enterprises to establish demonstration project collaborations [2]

Core Viewpoint - Meilian New Materials (300586.SZ) has successfully achieved mass delivery of gel separators produced by its subsidiary Anhui Meixin, which can be applied in semi-solid and solid-state battery fields [1] Group 1: Company Developments - The gel separators produced by Anhui Meixin are now in mass production and delivery [1] - The company's subsidiary Huihong Technology manufactures Prussian blue cathode materials that can be used in the production of solid-state and semi-solid sodium-ion batteries [1] - Meilian New Materials is actively promoting cooperation with downstream sodium-ion battery companies to establish demonstration projects [1]

Group 1: Industry Events - The 2025 (4th) High-Performance Energy Storage Industry Summit will be held on July 1-2, 2025, in Hangzhou, Zhejiang, focusing on commercial transformation and restructuring [1] - The 2025 High-Performance New Energy Materials Industry Conference is scheduled for July 8-9, 2025, in Qionglai, Chengdu, emphasizing new materials and new ecosystems [1] Group 2: Company Developments - HeYuan Lithium Innovation has recently delivered high-performance solid-state batteries for drones, focusing on solid-state lithium-ion battery products since its establishment in January 2023 [2] - Zhuhai Guanyu has been designated as a supplier for Dongfeng Nissan, tasked with developing and supplying low-voltage lithium batteries for vehicles [3][4] - Funeng Technology plans to deliver 60Ah sulfide all-solid-state batteries in small batches to strategic partners by the end of 2025, with an energy density of 400Wh/kg to 500Wh/kg [6] - Yunnan Transportation Group and CATL have initiated a cross-border battery swap line between Panzhihua and Mohan, achieving rapid battery swaps in 3 to 5 minutes and reducing transportation costs by over 20% compared to traditional fuel vehicles [8] Group 3: Material Developments - Youyan New Materials announced plans to sell its lithium battery materials business, with a minimum listing price of 109.5 million yuan, focusing on sulfide solid electrolyte raw materials [10] - Meilian New Materials has small batch orders for semi-solid battery separators and is developing solid-state battery-related businesses, with current revenue contribution being relatively small [11]

Core Viewpoint - The article highlights the unique approach of Chao Sodium New Energy in the sodium-ion battery sector, focusing on Prussian blue materials and technology to carve out a niche in a competitive market [1][11]. Group 1: Technological Differentiation - Chao Sodium New Energy, established in 2021, is led by Professor Jiang Yinzhu from Zhejiang University, with over 60% of its staff dedicated to R&D, focusing on Prussian blue cathode materials and cell development [1]. - The company has achieved a breakthrough in controlling crystallization water and repairing structural defects in Prussian blue, enabling high-rate discharge and over 6000 cycles of battery life, positioning its technology at an international leading level [1]. - The company aims to leverage the low-cost advantage of Prussian blue, with a theoretical limit of 15,000 yuan per ton, to reshape the industry landscape [1]. Group 2: Market Strategy - Chao Sodium has undergone strategic adjustments, moving from early trials with aluminum shell storage to focusing on Prussian blue, establishing a technical barrier in a niche market [3]. - The company targets the start/stop power market, which is valued at over 150 billion yuan globally, aiming to capture 30% market share within 3-5 years, particularly in high-rate applications like power tools and special vehicles [5]. - The company identifies Europe and Russia as initial markets due to their strong demand for low-temperature starting solutions and lower price sensitivity [5]. Group 3: Cost and Process Innovation - The production process of Prussian blue operates at room temperature with a simplified post-treatment process, reducing energy consumption by 80% compared to traditional methods [7]. - The company addresses the misconception of high pollution associated with Prussian blue production by solving crystallization water issues, leading to negligible cost increases [7]. - The cost comparison shows Prussian blue (15,000 yuan) is significantly cheaper than other materials like layered oxides (40,000 yuan) and polyionic materials (17,000-18,000 yuan), enhancing its overall cost-effectiveness [7]. Group 4: Survival Strategies in Industry Restructuring - In light of the impending industry consolidation by 2025-2026, Chao Sodium emphasizes three survival strategies: prioritizing cash flow, focusing on technical breakthroughs in niche markets, and avoiding homogeneous competition [8][9]. - The company collaborates with partners to develop sodium-ion battery packs for electric vehicles and start/stop applications, validating its technology and market fit through a cautious approach rather than aggressive scaling [9]. Group 5: Future Outlook - Chao Sodium's strategy faces challenges, but the industry is at a turning point, with sodium-ion batteries needing to achieve a cathode material cost below 15,000 yuan per ton by 2026 to be competitive [10]. - If Chao Sodium can establish a scalable application in the start/stop power sector, it may secure a unique position in the sodium-ion battery landscape [10].