Core Viewpoint - 佛塑科技 has shown strong stock performance despite recent market downturns, with a monthly increase of 65.85% and an annual increase of nearly 120% since 2025 [4][6]. Group 1: Stock Performance - On November 21, 佛塑科技's stock closed at 12.92 yuan per share, experiencing a significant drop on that day but maintaining a strong monthly performance [3][4]. - The company has achieved three trading halts within five days in November, indicating strong market interest [4]. Group 2: Strategic Acquisitions - 佛塑科技 plans to acquire 金力股份 for 50.8 billion yuan, focusing on lithium battery wet separator production, which is crucial for the growing lithium battery market [8][9]. - The acquisition aims to enhance 佛塑科技's capabilities in high polymer film materials and leverage synergies within the group [9]. Group 3: New Projects - The company is collaborating with subsidiaries of 紫金矿业 to establish a pilot project for battery-grade lithium sulfide, with a planned investment of 1.13 billion yuan [6][9]. - The project aims to produce high-purity lithium sulfide and is expected to strengthen 佛塑科技's position in the new materials sector [6][9]. Group 4: Market Context - The lithium battery industry is experiencing a dual demand surge from both power and energy storage sectors, with significant growth expected in the coming years [10]. - Recent policy support for new energy storage has bolstered market confidence, contributing to the stock price increases across the lithium battery supply chain [10].

碳酸锂周报 2025 年 11 月 17 日 多空激烈博弈 锂价宽幅震荡 核心观点及策略 投资咨询业务资格 沪证监许可【2015】84 号 李婷 从业资格号：F0297587 投资咨询号：Z0011509 从业资格号：F03099478 投资咨询号：Z0017785 王工建 从业资格号：F3084165 投资咨询号：Z0016301 黄蕾 从业资格号：F0307990 投资咨询号：Z0011692 高慧 焦鹏飞 从业资格号：F 03122184 投资咨询号：Z 0023260 敬请参阅最后一页免责声明 赵凯熙 从业资格号：F03112296 投资咨询号：Z0021040 1 / 9 何天 ⚫ 上周：碳酸锂价格大幅上涨，随后进入高位震荡。主因11 月6日江西省自然资源厅发布枕下窝矿出让权益金评估公 示，公示要求枕下矿需补缴约1.7亿出让权益金，直接导 致成本重心上移。同时，受审批时间限制，枕下窝矿11 月或难复产，供给增量限制明确，基本面月内延续偏强预 期，推高锂价大幅上涨。但在前高附近多头表现谨慎，上 方抛盘压力较强，价格高位震荡。 ⚫ 后期观点：多空激烈博弈，锂价宽幅震荡。从多头视角来 看，枕下窝矿短期暂无 ...

Core Viewpoint - The article discusses the collaboration between Foshan Plastics Technology and Zijin Mining's subsidiaries to establish a project company for the investment and construction of a lithium sulfide pilot platform project, highlighting the growing interest in battery-grade materials in the energy sector [2]. Group 1: Project Overview - Foshan Plastics Technology announced plans to invest in a pilot platform for battery-grade lithium sulfide, with a total investment of 113 million yuan, aiming to build a production line with a capacity of 100 tons per year [2]. - The project company will have a registered capital of 100 million yuan, with Foshan Plastics contributing 5 million yuan (5% equity), Zijin Lithium contributing 60 million yuan (60% equity), Xiamen Zijin contributing 10 million yuan (10% equity), and Guangxin Research Institute contributing 25 million yuan (25% equity) [2]. Group 2: Company Background - Foshan Plastics Technology specializes in the production and sales of advanced polymer functional films, covering various fields such as woven materials, high-precision capacitor films, and polyamide nylon films [3]. - Zijin Mining Group is a large multinational mining group engaged in the exploration and development of various metal resources, including lithium, and is one of China's largest mineral gold producers [4]. Group 3: Research and Development - The article mentions several patents related to the preparation and production methods of lithium sulfide, indicating ongoing research and innovation in this area [3]. - The collaboration aims to enhance the development of high-purity battery-grade lithium sulfide products, which are critical for the energy storage and electric vehicle industries [2][3].

Group 1 - The article highlights the importance of major announcements in the stock market, including suspensions, investments, acquisitions, performance reports, and other significant events that can impact stock prices [1] - It emphasizes the potential investment opportunities in sectors such as storage chips, lithium batteries, energy storage, satellite navigation, commercial aerospace, computing power, and data centers [1] - The article mentions a company's storage chip products that can be applied in servers and AI embedded fields, indicating a focus on advanced technology applications [1] Group 2 - Another company is noted for its involvement in the 6G communication sector, with developments in aerial unmanned platforms and satellite internet, showcasing its commitment to cutting-edge technology [1] - The article also discusses a company's investment in solid-state batteries and lithium batteries, including the establishment of a pilot project for battery-grade lithium sulfide, reflecting growth in the energy storage market [1]

Core Viewpoint - 佛塑科技 is collaborating with subsidiaries of Zijin Mining and Guangdong Guangxin Innovation Research Institute to establish a project company for the investment and construction of a lithium sulfide pilot platform in Longyan City, Fujian Province, focusing on high-purity battery-grade lithium sulfide production [1][2]. Group 1: Investment Details - The project company will have a registered capital of 100 million yuan, with 佛塑科技 contributing 5 million yuan (5% equity), Zijin Lithium contributing 60 million yuan (60% equity), Xiamen Zijin contributing 10 million yuan (10% equity), and Guangxin Research Institute contributing 25 million yuan (25% equity) [1]. - The total planned investment for the project is 113 million yuan (including VAT), aiming to build a production line with an annual capacity of 100 tons of lithium sulfide [1][2]. Group 2: Strategic Importance - The project aims to leverage the strengths of each partner to reduce R&D and investment risks, enhancing 佛塑科技's positioning in the new energy materials sector [2]. - Lithium sulfide is a key raw material for sulfide solid electrolytes, indicating the strategic relevance of this investment in the context of solid-state battery technology [2]. Group 3: Market Performance - 佛塑科技's stock has surged over 65% in the last 10 trading days, reflecting strong market interest due to its involvement in the lithium battery supply chain [3]. - The company is actively progressing with the acquisition of Jieli Co., which holds a 63% market share in the ultra-thin high-strength separator segment, indicating a strong competitive position in the lithium battery market [3].

Core Viewpoint - The company, Foshan Plastics Technology (000973.SZ), plans to establish a project company in collaboration with Zijin Mining's subsidiary, Zijin Lithium Yuan, Xiamen Zijin, and Guangxin Research Institute to invest in a lithium sulfide pilot platform project in Longyan City, Fujian Province [1] Group 1: Project Details - The registered capital of the project company is 100 million yuan, with the company contributing 5 million yuan, representing a 5% equity stake [1] - The total planned investment for the project is 113 million yuan, aimed at constructing a 100 tons/year lithium sulfide production line [1] - The project is set to focus on the research, production, and operation of high-purity battery-grade lithium sulfide products, which are a key raw material for sulfide solid electrolytes [1] Group 2: Strategic Implications - The collaboration with Zijin Lithium Yuan, Xiamen Zijin, and Guangxin Research Institute is expected to leverage each party's strengths, reducing product development and project investment risks [1] - This initiative will further enhance the company's business layout in the new energy and new materials sector [1]

Core Viewpoint - 佛塑科技 plans to establish a project company in collaboration with subsidiaries of 紫金矿业 and 广东省广新创新研究院 to invest in a lithium sulfide pilot platform project in 龙岩市, 福建省 [1] Investment Details - The project company will have a registered capital of 10 million yuan, with 佛塑科技 contributing 500,000 yuan for a 5% equity stake [1] - 紫金锂元 will invest 6 million yuan for a 60% equity stake, 厦门紫金 will contribute 1 million yuan for a 10% stake, and 广新研究院 will invest 2.5 million yuan for a 25% stake [1] - The total planned investment for the project is 11.339 million yuan, including VAT [1] Project Scope - The project aims to construct a production line with a capacity of 100 tons per year for high-purity battery-grade lithium sulfide products [1] - The project will focus on research, development, production, and operation of lithium sulfide products [1]

Core Viewpoint - The company announced plans to establish a project company in collaboration with subsidiaries of Zijin Mining, aiming to invest in the construction of a pilot platform for battery-grade lithium sulfide [1] Group 1 - The company will jointly invest with Zijin Lithium and Xiamen Zijin, along with related parties such as Guangxin Research Institute [1] - The focus of the investment is on the development of a pilot platform for battery-grade lithium sulfide [1]

Group 1 - The company, Jiangte Electric (002176.SZ), is involved in the formulation of industry standards for battery-grade lithium sulfide [1]

Group 1 - The company has participated in the formulation of industry standards for battery-grade lithium sulfide [1] - The inquiry was made by an investor on an interactive platform regarding the company's involvement in lithium sulfide [1] - The company confirmed its involvement in the industry standard setting for lithium sulfide on October 15 [1]