丨2026年1月5日星期一丨 （文章来源：每日经济新闻） 1月4日，龙蟠科技公告称，公司控股子公司常州锂源拟与江苏省金坛华罗庚高新技术产业开发区管理委 员会签署合作协议，投资建设高性能锂电池正极材料项目，项目计划总投资不超过20亿元，拟由常州锂 源的全资子公司锂源（江苏）科技有限公司实施，分两期建设，其中一期计划建设12万吨磷酸铁锂产 能。项目实施可能存在项目审批、建设进度、投资金额等风险。 点评：本次扩产与头部电池客户长协订单相匹配，有助于提升交付能力、优化成本结构，巩固公司在高 性能磷酸铁锂领域的龙头地位。不过行业竞争加剧，项目也存在审批、建设节奏及需求波动等风险，需 持续关注产能利用率与价格走势。 NO.3 方大炭素：终止参与杉杉集团及其全资子公司实质合并重整 1月4日，方大炭素公告称，公司于2025年11月24日召开董事会会议，同意参与杉杉集团有限公司及其全 资子公司宁波朋泽贸易有限公司的实质合并重整投资人招募。然而，由于尽职调查时间短、不充分，无 法对标的资产做出合理价值判断。同时，结合公司在新材料、新能源领域的战略规划，公司决定终止参 与重整事项。这一决定不会对公司的生产经营及财务状况产生不利影响 ...

格林美（002340.SZ）1月4日在投资者互动平台表示，公司已建成5万吨磷酸铁锂黑粉回收利用示范线， 可直接产出高品质的电池级磷酸铁。公司通过回收料再造的电池级磷酸铁，其核心性能与直接生产的商 业产品相当，在生产成本与作为再生材料所具备的绿色溢价能力方面更具优势。公司将持续进行相关技 术研发与储备，以根据市场需求灵活响应。 （记者 曾健辉） 每经AI快讯，有投资者在投资者互动平台提问：贵公司作为回收领域头部企业，目前建成万吨级磷酸 铁锂回收示范线并直接产出电池级磷酸铁和碳酸锂，磷酸铁已经供应厦钨，请问目前贵公司回收线的磷 酸铁现在一年产量有多少？用回收料做出来的磷酸铁再去生产磷酸铁锂，对应的是目前第几代的磷酸铁 锂，产品性能怎么样？ ...

证券日报网讯12月31日，天奇股份（002009）在互动平台回答投资者提问时表示，公司目前锂电池循环 板块具备年处理5万吨磷酸铁锂电池的产能，能够年产电池级磷酸铁11000吨及电池级碳酸锂2500吨。 ...

证券日报网讯12月31日，天奇股份（002009）在互动平台回答投资者提问时表示，公司锂电池循环板块 再生利用业务专注于三元锂电池及磷酸铁锂电池再生利用，能够循环产出电池材料，已实现锂电池全元 素再生且生产全流程碳足迹可追溯。目前已建成投产10万吨废旧锂电池(5万吨三元及5万吨铁锂)处理规 模。主要产品包括硫酸钴、硫酸镍、硫酸锰、电池级碳酸锂、电池级磷酸铁等。主要产品价格提升对公 司该板块盈利情况有积极作用。 ...

如果提到乐山，你会想到什么？是世界上最大的石刻弥勒坐佛乐山大佛？还是四大佛教名山之一的峨眉山？又或是酥脆香甜的甜皮鸭？ 当很多人对这个川西小城的印象，还停留在巍峨壮阔的山川景观和垂涎欲滴的美食时，它早已在硬核科技的赛道上狂奔，徒手闯出了一片新天地。 你可别小瞧乐山这座GDP仅仅只有2533亿，在四川位居第8的城市，人家手里掌握的硬核科技产业，那可真是不少。随便拎出来一个，都可以在行业内排 得上名号。 对于这个小城来说，实现工业逆袭的关键密码，并非跟风追热点，而是源于一场清醒的自我审视——知道自己有什么，该往哪儿走。 秉承着侯德榜"在化学的领域是没有废物的"这句箴言，福华化学企业里的化工高材生们日夜奋战，攻克了一个又一个行业难题。其中影响力最大的，就是 草甘膦生产过程中产生的高有机磷含盐废水"母液"。通过自研的母液集成处理技术，他们成功将99%的磷资源转化为磷酸氢二钠等高附加值产品。 这一突破，也让福华顺势跃上了新能源的风口。 当下，新能源电池爆发式增长，磷酸铁锂需求猛增。福华凭借自产的磷酸氢二钠，创新改良传统工艺，直接合成出电池级磷酸铁。每年，仅从母液中回收 的磷，就可支撑磷酸铁的生产，配套磷酸铁锂。 要知道 ...

Core Insights - Tianqi Co., Ltd. announced its lithium battery recycling business, which includes battery recovery, cascade utilization, crushing, and regeneration [2] - The core subsidiary, Tianqi Jintai, has over 20 years of experience in lithium battery resource utilization and is a leading enterprise in the domestic recycling whitelist [2] - The company has established a processing capacity of 100,000 tons of waste lithium batteries, with 50,000 tons for ternary batteries and 50,000 tons for iron-lithium batteries [2] Industry Overview - The lithium battery recycling industry faces challenges such as insufficient raw material supply and underutilized capacity from 2025 onwards [2] - However, with the relaxation of black powder imports and rising prices of key metals, the company's gross profit in this sector has turned profitable, showing a significant reduction in losses [2] - The industry is moving towards a more regulated and healthier development due to the implementation of domestic and international regulatory rules and industry policies [2] Company Strategy - The company is focusing on the automotive aftermarket, overseas markets, and recycling channels from battery manufacturers and vehicle manufacturers [2] - It aims to establish a comprehensive lithium battery recycling system that covers both domestic and international markets, creating a unique closed-loop lithium battery recycling industry [2]

Business Overview - The company focuses on three main business areas: automotive intelligent equipment, lithium battery recycling, and robotics [2] - Intelligent equipment is the cornerstone of the company's performance, while lithium battery recycling represents future sustainable development [2] Lithium Battery Recycling - The lithium battery recycling business includes battery recovery, secondary utilization, and recycling [2] - The company has a processing capacity of 100,000 tons of waste lithium batteries, with 50,000 tons for ternary batteries and 50,000 tons for iron-lithium batteries [2] - The company is a leading enterprise in the recycling industry, with advanced recovery processes and product quality [2][3] Market Challenges and Developments - The lithium battery recycling industry faces challenges such as insufficient raw material supply and underutilized capacity [3] - However, the company has seen a turnaround in gross profit due to rising metal prices and improved operational efficiency [3] - The company is actively developing a lithium battery recycling system covering both domestic and international markets [3] International Expansion - The company plans to establish a production base in Thailand to leverage favorable investment and tariff policies [4] - This base will support market development in Southeast Asia and enhance the company's global competitiveness [4] Robotics Business - The robotics business focuses on providing advanced embodied intelligent robot application solutions [5] - A joint venture with Beijing Galaxy General Robot Co., Ltd. aims to advance the application of intelligent robots in industrial manufacturing [5] - Another joint venture with Shenzhen Youbixun Technology Co., Ltd. focuses on developing end-to-end unmanned logistics solutions [6][7]

Core Viewpoint - The rising price of lithium iron phosphate is expected to positively impact the revenue and profit of the company's new energy business segment [2]. Group 1 - The company’s subsidiary, Hunan Yacheng, is primarily engaged in the research, production, and sales of battery-grade lithium iron phosphate, cobalt tetroxide, and cobalt hydroxide [2]. - The increase in lithium iron phosphate prices is anticipated to have a certain positive effect on the company's revenue and profit [2].

Group 1 - The core viewpoint of the article highlights the development of the battery-grade iron phosphate project by Jiujiang Tiansheng Plastic Additives Co., Ltd., which is set to produce 10,000 tons annually in the first phase and 20,000 tons in the second phase, totaling 30,000 tons upon completion [2] - The project is part of a broader trend, with seven major lithium iron phosphate projects being established [2] - The article mentions that Hecent Energy has secured a 3GWh energy storage cooperation, indicating growth in the energy storage sector [2] Group 2 - The first forum on household storage and portable energy storage battery technology is scheduled to be held in Shenzhen on September 26 [2] - The first International Summit and Exhibition on Sulfide All-Solid-State Batteries will take place in Guangzhou on November 8, 2025 [2]

Core Viewpoint - Sichuan Development Longmang Co., Ltd. reported a revenue of 4.7 billion yuan and a net profit of 239 million yuan for the first half of 2025, highlighting its strong position in the phosphate chemical industry and ongoing efforts to enhance resource supply capabilities [1][2]. Group 1: Financial Performance - The company achieved an operating income of 4.7 billion yuan and a net profit attributable to shareholders of 239 million yuan in the first half of 2025 [1]. - The company produced 932,100 tons of phosphate rock in the first half of 2025, with a production capacity of 4.1 million tons per year [1]. Group 2: Strategic Development - Sichuan Development Longmang is focused on a mineralization integrated development model, enhancing its green circular economy industrial chain around multiple resources including sulfur, phosphorus, titanium, iron, lithium, and calcium [1]. - The company owns approximately 130 million tons of phosphate rock resources, with a focus on self-sufficiency in phosphate rock supply, which is expected to improve its resource matching and cost advantages [1]. Group 3: Acquisition and Innovation - The company successfully completed the acquisition of 60% of Tianbao Animal Nutrition Technology Co., Ltd. for 432 million yuan, enhancing its industrial synergy [2]. - The company has been actively promoting technological innovation in the phosphate chemical and new energy materials sectors, with a total of 210 authorized patents as of mid-2025 [2]. - The company is advancing three provincial key research projects related to the utilization of phosphate resources and new energy materials, and is fostering deep integration of industry, academia, and research [2].