证券代码： 002759 证券简称：天际股份 天际新能源科技股份有限公司投资者关系活动记录表 2025-003 | 投资者关系活动 | □特定对象调研 □ 分析师会议 | | --- | --- | | 类别 □ | 媒体采访 √ 业绩说明会 | | □ | 新闻发布会 路演活动 □ | | □ | 现场参观 | | □其他 | | | 参与单位名称及 | 主持：东吴证券曾朵红、阮巧燕、岳斯瑶 | | 人员姓名 | 参会人员：见附件 | | 时间 2025 | 年 10 月 30 日 | | 地点 | 通过"进门财经"召开线上会议，通过"每市"平台转播 | | 上市公司接待人 | 1、副总经理陈俊明 | | 员姓名 | 2、董事会秘书郑文龙 | | | 3、财务总监杨志轩 | | | 4、证券事务代表郑浩然 | | | 公司 2025 年三季度六氟磷酸锂的销售均价比较低，导致亏 | | | 损，但趋势来看，销售均价一直在提升，没有签长协合同的价格 | | | 有明显的上涨，经营层面满产满销，目前库存降至极低位置，只 | | | 有几百吨，当前产线都有开满。 | | | 投资者提出的问题及公司回复情况 | | ...

10月30日，固态电池概念股盘中再度拉升，相关个股涨势喜人，天际股份(002759)以涨停收盘。 若将时间跨度拉长，天际股份自9月份以来已收获多轮上涨行情，累计涨幅超160%，最新股价为28.04 元/股，市值141亿元。 10月30日盘后，天际股份发布股价异动公告，表示公司正在推动硫化锂材料制备专利的产业化，但当前 技术开发过程仍处于早期阶段，从专利到稳定、批量生产的商业化产品，需要经历漫长的工艺优化和验 证过程。 天际股份表示，目前不存在应披露而未披露事项，近期公司生产经营情况正常，内外部经营环境未发生 重大变化。 证券时报·e公司记者关注到，天际股份控股子公司江苏泰瑞联腾材料科技有限公司已获得《一种硫化锂 材料及其制备方法和应用》的专利授权，而硫化锂是生产硫化物固态电池电解质的原材料。 天际股份表示，该项目现已基本通过小型试验，后续还需先进行放大试验对候选工艺进行成本、工业难 易程度分析，以确定种子工艺，再进入中试阶段对种子工艺进一步放大，全面验证生产过程的稳定性、 设备的适配性，并完成客户送样。 值得一提的是，天际股份在10月30日举办了业绩说明会，会议期间公司透露了更多固态电池配套产品产 业化进展。 ...

证券代码： 002759 证券简称：天际股份 现在一个月 3600-3800 吨，预计今年出货量在 3.9 万，明年 25%的市场增长对应明年出货量超过 50000 吨，所以我们产能会 出现缺口，募投项目 1.5 万吨产能预计今年年底做设备定制和安 装，周期需要 10 个月左右，明年 9 月出来，可以贡献 6000 吨左 右，明年大概率可以做到很满的状态。 5、成本的情况？ 天际新能源科技股份有限公司投资者关系活动记录表 2025-003 | 投资者关系活动 | 分析师会议 □特定对象调研 □ | | --- | --- | | 类别 | □ 媒体采访 √ 业绩说明会 | | | □ 新闻发布会 □ 路演活动 | | | 现场参观 □ | | | □其他 | | 参与单位名称及 | 主持：东吴证券曾朵红、阮巧燕、岳斯瑶 | | 人员姓名 | 参会人员：见附件 | | 时间 | 年 月 日 2025 10 30 | | 地点 | 通过"进门财经"召开线上会议，通过"每市"平台转播 | | 上市公司接待人 | 1、副总经理陈俊明 | | 员姓名 | 2、董事会秘书郑文龙 | | | 3、财务总监杨志轩 | | | ...

Core Viewpoint - The article highlights the upcoming 2025 Solid-State Battery Industry Annual Conference and the Golden Ding Award Ceremony, emphasizing the focus on new technologies and the establishment of a new ecosystem in the solid-state battery sector [2][6]. Event Overview - The event will take place on November 8, 2025, at the Guangzhou Nansha International Convention and Exhibition Center, featuring over 1000 participants and various industry leaders [6][8]. - The conference will include a series of presentations and discussions on advancements in solid-state battery technology, with notable speakers from leading companies and research institutions [8][10]. Company Highlights - Shenzhen Boyue New Materials Technology Co., Ltd. is a key supporter of the event, focusing on the research, production, and sales of solid-state electrolytes and lithium-ion battery materials [2][3]. - The company has developed a high-purity lithium oxide product with a purity of 99.5% and plans to establish the world's first fully automated lithium oxide production line with a capacity of thousands of tons [3]. - Boyue's sulfide electrolyte products, particularly lithium phosphorus sulfide chloride (LPSC), are positioned to address production cost challenges, with anticipated costs dropping below 300,000 yuan per ton and purity reaching 99.9% [4]. Product Innovations - The company is advancing its lithium supplementing agents, which have been integrated into most domestic lithium supplement manufacturers, significantly reducing costs and enhancing efficiency [3]. - The development of oxide electrolytes focuses on lithium aluminum titanium phosphate (LATP), utilizing proprietary precursor development to achieve low impurity levels and high ionic conductivity [3]. - Boyue is also innovating in the area of sulfide electrolytes, improving air stability and ionic conductivity through advanced doping techniques and nanomaterial processing [4]. Forum Agenda - The agenda includes various specialized sessions on solid-state battery technologies, with topics ranging from manufacturing challenges to material innovations, featuring experts from different sectors [8][10]. - Key discussions will cover the latest advancements in solid-state battery materials and manufacturing processes, aiming to foster collaboration and innovation within the industry [10]. Awards and Recognition - The event will culminate in the Golden Ding Award Ceremony, recognizing outstanding contributions in the solid-state battery field, including categories for innovation in materials and technology [10].

Core Viewpoint - The company maintains a strong leadership position in lithium cobalt oxide, with robust downstream demand expected to drive both volume and profit growth [1][2]. Group 1: Financial Performance - In the first half of 2025, the company achieved approximately 7.534 billion yuan in revenue, representing an 18.04% year-on-year increase, and a net profit attributable to shareholders of around 307 million yuan, up 27.76% year-on-year [2]. - The company has adjusted its EPS forecasts for 2025-2027 to 1.55 yuan, 1.87 yuan, and 2.26 yuan, respectively, reflecting stable growth in performance [2]. - The target price has been revised upwards to 54.11 yuan, based on a 35 times PE ratio for 2025 [2]. Group 2: Market Demand and Product Performance - The demand for lithium cobalt oxide has surged, with sales reaching 28,800 tons in the first half of 2025, a significant increase of 56.64% year-on-year, driven by national subsidy policies and the enhanced battery capacity of 3C consumer electronics [2]. - The company continues to strengthen its competitive advantage in high voltage and high power ternary materials, achieving a 20.76% year-on-year increase in sales of power battery cathode materials, totaling 31,900 tons in the first half of 2025 [3]. Group 3: Technological Advancements - The company has made significant progress in new technology development, including the successful batch supply of high-stability lithium supplementation materials and advancements in NL new structure cathode materials, which offer improved stability and energy density [3]. - The development of a new synthesis process for lithium sulfide has shown promising results in pilot tests, indicating potential cost reduction [3].