华盛锂电分析师会议 调研日期：2025年07月01日 调研行业：化学制品 参与调研的机构：东方财富证券、中哲物产、启赋资本、同巨投 资等 / 机构调研pro小程序 DJvanbao.com 洞见研报 出品 : 机构调研pro小程序致力于为金融证券投资者提供最新最全的调研会议纪要。 来机构调研pro小程序，了解最新的：行业投资风向、热门公司关注、权威机构分析... 权威完善的信息持续更新! 更多精彩的机构调报告请移步机构调研pro小程序~ 一解投资机构行业关注度。 频判市场 | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点击:我要的中:主要原因 | | | START SHIL ...

固态电池产业加速，核心抓手是什么 20250608 摘要 英联股份和天铁科技在锂金属负极领域取得进展，分别通过优化工艺制 备和战略合作，展示了在固态电池领域的重要布局，预示着该技术方向 的潜力。 欧阳楚英教授团队在《Nature Nanotechnology》上发表研究，通过 优化电解液配方，显著提升了锂金属负极电池的循环性能，为固态电池 商业化提供了理论支持。 锂金属负极固态电池在下游应用和商业化方面取得突破，产业链各方正 努力克服技术难点，推动产品迭代升级，表明固态电池商业化进程稳步 推进。 锂金属负极在固态电池中应用前景广阔，虽面临挑战，但性能提升空间 巨大，产业界和学术界均投入大量资源，有望显著提升固态电池单电芯 的能量密度至 400 瓦时/千克以上。 锂金属负极性能提升主要方向包括改善材料本身和优化电化学体系，如 宁德时代通过添加新材料缓解 LiFSI 分解，英联股份和天铁科技则专注 于优化锂金属负极材料。 Q&A 近期固态电池产业链有哪些重要变化和进展？ 自从 CIBF 展览以来，固态电池领域的相关公司在新品方向、科研方向以及业 务亮点推动上表现出一致性，纷纷将固态电池作为重要的业务发展方向和卖点 ...

Core Viewpoint - The company is focusing on strategic transformation and operational efficiency amidst a challenging economic environment, with a particular emphasis on its electromagnetic wire and real estate businesses while managing the impacts of market competition and cost pressures [3][5][9]. Industry Overview Electromagnetic Wire Business - The electromagnetic wire sector is experiencing a "weak recovery" with increasing demand driven by the rapid growth of the electric vehicle industry, but faces intense price competition and high raw material costs [3][4]. - In 2024, the company achieved an output of 87,300 tons and sales of 87,700 tons in the electromagnetic wire segment, marking increases of 8.45% and 10.18% year-on-year, respectively [5][18]. Real Estate Business - The real estate market shows signs of marginal recovery, but uncertainty remains high, with a notable decline in consumer confidence and a downward trend in sales prices [3][6]. - The company reported a contract sales area of 72,300 square meters in 2024, a decrease of 20.46% year-on-year, and a contract sales amount of 1.335 billion yuan, an increase of 11.34% [5][18]. New Energy Business - The new energy sector, particularly the demand for electrolyte additives, is growing, with production and sales volumes increasing significantly in 2024 [4][5]. - The company sold 311.90 tons of electrolyte additives in 2024, a year-on-year increase of 56.77%, although the market remains competitive with prices under pressure [5][18]. Company Financial Performance - The company reported total revenue of 8.401 billion yuan in 2024, a decline of 14.18% year-on-year, with a net profit attributable to shareholders of -667 million yuan [5][17]. - The electromagnetic wire business generated revenue of 6.494 billion yuan, up 19.99% year-on-year, while the real estate segment saw revenue drop to 1.471 billion yuan, down 62% [5][18]. Governance and Strategic Direction - The company is committed to enhancing governance and decision-making processes, with a focus on maintaining communication with stakeholders and ensuring compliance with regulations [7][8]. - For 2025, the company aims to achieve consolidated revenue of approximately 11 billion yuan, with targeted revenues of 7 billion yuan from the electromagnetic wire business and 3.8 billion yuan from real estate [9].

01 近日，合源锂创正式向建筑机器人企业金皇冠智能科技（苏州）有限公司交付了首批建筑机器人固 态动力电池包。合源锂创为建筑机器人打造了350Wh/kg系列固态电池解决方案。该固态电池能 量密度可达传统锂电的2倍，电池包减重最高可达约40%。 清陶能源15GWh 固态电池项目进展更新 02 近日，成都郫都区生态环境局发布公告，将对"清陶固态电池西南产业基地项目"的环境影响评价 文件作出审批意见。该项目征地约446亩，计划建设包括3栋电芯厂房、1栋模组车间在内的多个 设施，预计年产15GWh固态电池。 新能安配套五羊本田智能电摩E-VO ◆ 电池 ◆ 合源锂创完成首批 建筑机器人固态动力电池量产交付 2万吨电解液添加剂项目环评公示 01 近日，枣庄华博化工有限公司年产20000吨六氟磷酸锂配套项目和20000吨锂电池电解液添加剂 项目（一期）在山东枣庄市生态环境局官网公示。资料显示，枣庄华博化工有限公司拟在枣庄市薛 城化工产业园，投资150000万元建设"年产20000吨六氟磷酸锂配套项目和20000吨锂电池电解 液添加剂项目"。项目拟建于薛城化工产业园内。 一期产品为锂电池电解液添加剂17000吨/年(其中氯代 ...

江西富祥药业股份有限公司 投资者关系活动记录表 证券代码：300497 证券简称：富祥药业编号：20250519 | 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 | 参加公司 年度业绩网上说明会的投资者 2024 | | | 人员姓名 | | | | 时间 | 2025 年 月 19 日 15:00-17:00 | 05 | | 地点 | 全景网"投资者关系互动平台"（http://ir.p5w.net） | | | 上市公司接待人 | 董事长、总经理包建华、独立董事刘洪、财务总监杨光、副总经理 | | | 员姓名 | 兼董事会秘书彭云、保荐代表人梁国超 | | | | 公司本次年度业绩网上说明会采用网络远程的方式举行，问答 环节主要内容如下： | | | | 1、1）舒巴坦、他唑巴坦类原料药上游的 6-apa 自 2024 年下半 | | | | 年开始价格有 左右的降幅，公司成本端是否见到明显改善？ 10-20 ...

江苏华盛锂电材料股份有限公司（以下简称"华盛锂电"）近日发布2024年年报，报告期内，公司多项财 务指标出现较大变化。其中，投资活动产生的现金流量净额变动比例高达147.47%，交易性金融资产期 末较期初增长1046.80%。这些显著变化背后，公司的经营状况究竟如何？又存在哪些潜在风险？本文 将为您深入解读。 营收下滑，市场竞争压力凸显 营业收入微降3.83% 2024年，华盛锂电实现营业收入504,899,353.12元，较上年的525,031,402.36元下降3.83%。公司表示， 这主要是受锂电池电解液添加剂行业竞争加剧影响。从市场环境来看，随着新能源汽车行业的快速发 展，锂电池产业链企业纷纷扩大产能，导致电解液添加剂市场供大于求，价格竞争激烈。华盛锂电虽主 营产品出货量同比增长43.52%，但仍难以抵消价格下滑带来的冲击。 净利润由盈转亏 归属于上市公司股东的净利润为 -174,674,817.37元，而上年为 -23,911,803.46元，亏损幅度进一步扩 大。这主要源于销售价格下降幅度较大，募投项目转固导致本期折旧额增加，部分产线停产技改，以及 计提存货跌价准备等因素。其中，销售价格下降使得公 ...

4月7日，肯特催化材料股份有限公司（股票代码：603120，简称：肯特催化）已完成申购程序，即将登陆沪主 板。此次公开发行股份规模达2,260万股，发行价确定为每股15元。作为国内相转移催化剂和分子筛模板剂领域 的标杆企业，肯特催化此次IPO募集资金重点投向功能性催化新材料产能的扩建升级，此举不仅将巩固公司的领 先地位，更将驱动公司产品结构的优化，为业绩的持续增长注入新动能。 专注相转移催化材料，国内市占率排名第一 肯特催化成立于2009年，主要从事 季铵（鏻）化合物 产品 的研发、生产和销售，拥有 季铵盐、季铵碱、季鏻 盐、冠醚等四大系列产品，产品应用形式主要包括相转移催化剂、分子筛模板剂、固化促进剂、电解液添加剂 等，广泛应用于精细化工、分子筛、高分子材料、电池电解液、油田化学品等领域。 在核心技术领域，公司主打的相转移催化剂展现出显著创新价值。这类催化剂通过促进反应物在异相体系间的 定向转移，可大幅提升反应速率及转化效率，兼具降低能耗、提升产物纯度的绿色化学特性，在现代工业合成 领域，这类兼具经济性与环保性的催化剂已成为构建高效生产体系的关键要素，其典型代表涵盖季铵盐、季鏻 盐、冠醚等化合物，其中，季铵 ...

Group 1: 华盛锂电 - Company plans to invest in a project to produce 60,000 tons of vinyl carbonate annually, with the first phase targeting 30,000 tons [1] - Total investment for the project is approximately 950 million yuan, funded by the company's own or raised funds [1][2] Group 2: 万里扬 - Shareholder plans to reduce holdings by up to 1.5% of the company's total shares, equating to a maximum of 19.69 million shares [3] - The reduction is due to the shareholder's own funding needs [3][4] Group 3: 云南旅游 - Company intends to raise no more than 191 million yuan through a private placement of up to 304 million shares [5] - Funds will be used for the construction of a cultural tourism equipment industrial park and to repay debts [5][6] Group 4: 冠农股份 - Company reported a 71.58% decline in net profit for 2024, amounting to 205 million yuan [9] - Revenue decreased by 11.15% to 3.863 billion yuan, with a proposed cash dividend of 0.8 yuan per 10 shares [9][10] Group 5: 华光新材 - Company achieved a 93.78% increase in net profit for 2024, totaling 80.6174 million yuan [11] - Revenue grew by 35.52% to 1.918 billion yuan, with a proposed cash dividend of 2.77 yuan per 10 shares [11][12] Group 6: 南大光电 - Company reported a 28.15% increase in net profit for 2024, reaching 271 million yuan [13] - Revenue increased by 38.08% to 2.352 billion yuan, with a proposed cash dividend of 1 yuan per 10 shares and a stock bonus of 2 shares for every 10 shares held [13][14] Group 7: 博瑞医药 - Company experienced a 6.57% decrease in net profit for 2024, amounting to 189 million yuan [15] - Revenue increased by 8.74% to 1.283 billion yuan, with a proposed cash dividend of 0.96 yuan per 10 shares [15][16] Group 8: 贵州茅台 - Company reported a 15.38% increase in net profit for 2024, totaling 862 million yuan [17] - Revenue grew by 15.71% to 170.9 billion yuan, with a proposed cash dividend of 276.24 yuan per 10 shares [17][18] Group 9: 西部建设 - Company reported a net loss of 263 million yuan for 2024, compared to a profit of 645 million yuan in 2023 [19] - Revenue decreased by 11.01% to 20.347 billion yuan, with a proposed cash dividend of 1.25 yuan per 10 shares [19][20] Group 10: 锡业股份 - Company achieved a 2.55% increase in net profit for 2024, totaling 1.444 billion yuan [21] - Revenue slightly decreased by 0.91% to 41.973 billion yuan, with a proposed cash dividend of 1.9 yuan per 10 shares [21][22] Group 11: 海天味业 - Company reported a 12.75% increase in net profit for 2024, amounting to 6.344 billion yuan [23] - Revenue increased by 9.53% to 26.901 billion yuan, with a proposed cash dividend of 8.6 yuan per 10 shares [23][24] Group 12: 台基股份 - Company experienced an 18.77% decrease in net profit for 2024, totaling 25.2935 million yuan [25] - Revenue increased by 10.76% to 354 million yuan, with a proposed cash dividend of 0.8 yuan per 10 shares [25][26] Group 13: 金盘科技 - Company reported a 13.82% increase in net profit for 2024, amounting to 574 million yuan [27] - Revenue grew by 3.5% to 6.901 billion yuan, with a proposed cash dividend of 5.06 yuan per 10 shares [27][28] Group 14: 中油资本 - Company reported an 8.14% decrease in net profit for 2024, totaling 4.652 billion yuan [29] - Revenue slightly increased by 0.08% to 39.024 billion yuan, with a proposed cash dividend of 0.57 yuan per 10 shares [29][30] Group 15: 锐捷网络 - Company achieved a 43.09% increase in net profit for 2024, amounting to 574 million yuan [31] - Revenue increased by 1.36% to 11.699 billion yuan, with a proposed cash dividend of 6.06 yuan per 10 shares and a stock bonus of 4 shares for every 10 shares held [31][32] Group 16: 华瓷股份 - Company reported a 14.21% increase in net profit for 2024, totaling 205 million yuan [33] - Revenue grew by 8.79% to 1.34 billion yuan, with a proposed cash dividend of 4 yuan per 10 shares [33][34] Group 17: 金龙羽 - Company experienced a 14.14% decrease in net profit for 2024, amounting to 14 million yuan [35] - Revenue decreased by 6.53% to 3.675 billion yuan, with a proposed cash dividend of 3 yuan per 10 shares [35][36] Group 18: 恒帅股份 - Company reported a 5.75% increase in net profit for 2024, totaling 214 million yuan [37] - Revenue increased by 4.21% to 962 million yuan, with a proposed cash dividend of 4 yuan per 10 shares and a stock bonus of 4 shares for every 10 shares held [37][38] Group 19: 爱玛科技 - Company expects a 25.12% increase in net profit for the first quarter of 2025, amounting to 605 million yuan [39] - Main business includes the development, production, and sales of electric bicycles and motorcycles [39][40] Group 20: 西王食品 - Company reported a net loss of 444 million yuan for 2024, compared to a loss of 16.8658 million yuan in 2023 [41] - Revenue decreased by 9.43% to 4.972 billion yuan [41][42]

倒计时2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 主办单位： 起点锂电、起点研究院（SPIR） 活动时间： 2025年2月28日 活动地点： 深圳宝安登喜路国际酒店2楼国际厅 活动规模： 500+人 近日，总投资额10.46亿元、年产10万吨的孝义市锂电池电解液添加剂项目，在施工一线抢工期、赶进度，锚定今年投产。 孝义市年产10万吨锂电池电解液添加剂项目，是山西省"三个一批"项目和2024年省级重点工程项目，该项目建成投产后可安排就业岗位350 个，正常运营年销售收入约14.25亿元，年利润总额约3.8亿元，年所得税约8300多万元。 山西领泽新材料科技有限公司总经理李书廷表示，将围绕新能源产业投资67亿元，陆续铺开年产15000吨电子级交联剂项目、年产2万吨电子 级二甲基亚砜等5个项目。项目全部落地建成后，将极大地丰富地方的产业形态，改善产业布局，提升地域经济发展的质量和效益。 据此前报道，该项目由山西领泽新材料科技有限公司在山西吕梁孝义经济开发区精细化工园区建设，项目占地214亩，主要建设包括年产2*3 万吨三乙胺装置、年产2*2000吨碳酸 ...

-广告- 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 总投资额10.46亿元、年产10万吨的孝义市 锂电池电解液 添加剂项目 建设现场 ，一派火热景象扑面而 来。200多名工人师傅正在加班加点，奋战在施工一线抢工期、赶进度，锚定今年投产目标，吹响项目 建设冲锋号。 孝义市年产10万吨锂电池电解液添加剂项目，是山西省"三个一批"项目和2024年省级重点工程项目， 该项目建成投产后可安排就业岗位350个，正常运营年销售收入约14.25亿元，年利润总额约3.8亿元， 年所得税约8300多万元。 鑫椤资讯 成立于2010年，主要服务于炭素、锂电、电炉钢3大行业，是中国专业 的产业研究和顾问公司。鑫椤资讯以研究为中心，提供数据库、产业前瞻预测、 战略咨询和媒体宣传等服务。 企培服务： "我们将围绕新能源产业投资67亿元，陆续铺开年产15000吨电子级交联剂项目、年产2万吨电子级二 甲基亚砜等5个项目。项目全部落地建成后，将极大地丰富地方的产业形态，改善产业布局，提升地域 经济发展的质量和效益。"山西领泽新材料科技有限公司总经理 李书廷 说。 据此前报道，该项目由 山西领泽 ...