证券代码：001301 证券简称：尚太科技 石家庄尚太科技股份有限公司 投资者关系活动记录表 编号：2025-005 | □特定对象调研 | □分析师会议 | | | | | | | | | | | | | | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 投 | 资 | 者 | 关 | □媒体采访 | 业绩说明会 | ☑ | 系 | 活 | 动 | 类 | | | | | | | | | | | | | | | | | | | □新闻发布会 | □路演活动 | 别 | □现场参观 | | | | | | | | | | | | | | | | | | | | | | | | | | 其他（电话会议） | 活 | 动 | 参 | 与 | | | | | | | | ...

Core Viewpoint - The article emphasizes the significant growth and potential of silicon-based anode materials in the battery industry, particularly in the context of the increasing demand for high-energy-density batteries driven by emerging industries such as electric vehicles and AI technologies [3][4]. Summary by Sections Conference Overview - The "2026 Silicon-Based Anode and Solid-State Battery Summit" will be held on November 12-13, 2025, in Shanghai, China, organized by Xinluo Information [3]. - The summit aims to gather experts and industry representatives to discuss technological trends, key scientific issues, and challenges in the commercialization of silicon-based anodes and solid-state batteries [4]. Market Development - In the first half of 2025, global production of pure silicon-based anode materials reached 4,396 tons, marking a 76% year-on-year increase [3]. - The market for silicon-based anodes is expected to grow significantly, with a projected production of 25,300 tons by 2028 and a compound annual growth rate (CAGR) of 50% from 2024 to 2028 [4]. Challenges and Innovations - Despite the promising growth, the industrialization of silicon-based anodes faces challenges such as intrinsic material defects, high process complexity, and insufficient supply chain collaboration [4]. - The article highlights the need for technological innovation and ecosystem restructuring to overcome these challenges and accelerate the commercialization process [4]. Applications and Future Prospects - Currently, silicon-carbon anode materials are primarily used in cost-sensitive sectors like consumer electronics and power tools, with lower penetration in power battery applications [3]. - The article suggests that breakthroughs in porous silicon-carbon technology will lead to rapid industrial adoption of silicon-based anodes in power batteries, with solid-state batteries potentially becoming a major growth area for these materials [3][4].

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~ 2026硅基负极与固态电池高峰论坛 - 聚焦硅基负极突破·擘画固态电池新篇- 会议主办：鑫椤资讯 会议时间：2025年11月12-13日（12号报到） 会议地点：中国·上海 硅基负极市场发展现状及未来前景 ——鑫椤资讯 会议背景： 在全球能源结构深度转型与低碳可持续发展战略的驱动下，新能源汽车、智能消费电子、eVTOL、人形机器 人、AI人工智能等新兴产业呈现爆发式增长，对高能量密度、高安全性、长寿命锂离子电池的需求达到前所未 有的高度。作为突破现有电池技术瓶颈的核心方向，硅基负极材料凭借其超高的理论比容量，成为推动下一代 锂离子电池技术革命的关键材料。 同时，随着传统负极市场竞争加剧，硅基负极领域逐渐成为业内各企业角逐的新方向。 根据ICC鑫椤资讯的统 计显示，2025上半年，全球硅基负极材料的产量为4396吨，同比增长76%。 目前硅碳负极材料商业化应用集中在对成本敏感度相对不高的消费电子、电动工具领域，在动力电池领域渗透 率相对较低，随着多孔硅碳的突破性进展和应用，硅基负极在动力电池的领域将进入产业化导入快速阶段 ...

证券代码：001301 证券简称：尚太科技 石家庄尚太科技股份有限公司 投资者关系活动记录表 编号：2025-004 答：尽管公司第二季度出货受到贸易争端、原材料价格大幅波 动等多方面影响，环比增加幅度较小；但根据公司收到客户销售预 测以及市场信息，均对第三季度市场需求较为乐观，预计出货量环 比将有较大幅度的提升。受以旧换新、新能源发电占比提升等多方 面利好因素影响，预计下半年市场需求较为旺盛，部分更新换代产 品供应侧甚至出现紧平衡的状况。作为新一代人造石墨负极材料差 异化产品的主要供应商，公司受益于这一业务机会，预计市场份额 将稳步提升，自有产能已经有所不足，将通过外协加工采购等弥补 自身产能不足，也因此综合成本会有所上涨。 公司将持续开拓下游市场，把握业务机会，同客户开展深入合 作，持续提高生产效率，扩大生产规模的同时提高管理水平，稳定 公司盈利水平。 2、固态电池在当下市场讨论度很高，市场反应有较为不错的进 展，请问公司与固态电池相关的硅基负极、锂金属负极等相关研发 方向的进展？ 答：固态电池在当下市场热度非常高，其在原理上具备极高的 安全性和极高的理论能量密度，受到广泛的关注。理论上终极的锂 金属负极 ...

Core Viewpoint - Jinlongyu Group Co., Ltd. reported a significant increase in operating revenue for the first half of 2025, but a decline in net profit attributable to shareholders, indicating mixed financial performance [1][2]. Financial Performance - Operating revenue reached approximately 2.16 billion yuan, an increase of 32.98% compared to 1.62 billion yuan in the same period last year [1]. - Net profit attributable to shareholders was approximately 66.72 million yuan, a decrease of 20.19% from 83.59 million yuan in the previous year [1]. - The net profit after deducting non-recurring gains and losses was not specified, but the basic earnings per share decreased by 20.20% to 0.1541 yuan [2]. Cash Flow and Assets - The net cash flow from operating activities was approximately -359.39 million yuan, showing a slight improvement of 2.25% compared to -367.68 million yuan in the previous year [1]. - Total assets increased by 18.91% to approximately 4.54 billion yuan from 3.82 billion yuan [2]. - Net assets attributable to shareholders decreased by 2.82% to approximately 2.08 billion yuan from 2.14 billion yuan [2]. Shareholder Information - The largest shareholder, Zheng Youshui, holds 56.83% of the shares, with a total of 246 million shares, of which 184.5 million are pledged [2]. - The top ten shareholders include several individuals, with the second-largest being Zheng Fenglan at 5.47% [2]. Important Events - The company completed the absorption merger of Huizhou Jinlongyu Ultra-High Voltage Cable Co., Ltd., aiming to streamline operations and improve efficiency [3]. - A framework agreement was signed for joint development of solid-state battery technology, with an investment of up to 300 million yuan planned over five years [4]. - The company plans to invest 1.2 billion yuan in constructing a production line for solid-state battery materials, which has been approved by the shareholders [5]. Project Development - Progress in the solid-state battery project includes successful customer testing of semi-solid batteries and the development of various electrolyte systems [5][6]. - Despite existing orders, the solid-state battery business has not yet generated significant stable revenue, and its impact on overall performance remains limited [6].

Core Viewpoint - The transition from traditional graphite anodes to silicon-based anodes is recognized as the next generation of anode materials due to advantages such as ultra-high energy density and high safety in charging and discharging [2] Group 1: Market Trends and Developments - The demand for ultra-fast charging technology and the industrialization of semi-solid and quasi-solid batteries are significantly supporting the capacity ramp-up of silicon-based anode materials [2] - Over the past month, more than 10 silicon-based anode material projects have reported new developments, indicating a rapid increase in project implementation and production [3] Group 2: Project Highlights - Shanghai Putailai's 12,000-ton silicon-based anode material project has begun trial production, with a total investment of 3 billion yuan and an expected official production start in August 2025 [3] - The Chizhou Carbon One 30,000-ton silicon-carbon anode material project has commenced, with a total investment of 1.02 billion yuan, focusing on high-capacity and low-expansion silicon-carbon anodes [4] - The Qinghai Xike 30,000-ton silicon-carbon anode material project is set to utilize idle facilities and is expected to complete construction and production within five months [5] - The Inner Mongolia Silicon Source New Energy's first 10,000-ton silicon-carbon anode material project is nearing trial production, with significant progress in construction and equipment installation [6][7] - Jiangxi Yijin's 2,000-ton silicon-carbon anode project has been officially signed, aiming to create a leading production base for high-performance lithium battery materials [8] - Shanxi Wuke Jinsilicon's 3,000-ton carbon-coated pre-magnesium oxide silicon anode project is undergoing environmental impact assessment [9][10] - Hubei Zhiwei New Energy's 10,000-ton silicon-carbon anode material project has been publicly announced, with an estimated annual output value of 2 billion yuan upon completion [11] - Jinchang Enhui's 10,000-ton silicon-carbon anode material project has officially started construction, alongside a lithium-ion battery equipment production project [12][13] - Zhejiang Qiyuan's 50-ton new silicon-carbon anode material project has been accepted for public review [14] - Henan Sodium Lithium's 5,000-ton silicon-carbon anode project is in the public consultation phase, focusing on environmental impact [15] - Sichuan Silicon Treasure's 50,000-ton silicon-carbon anode material project is undergoing preliminary public review [16]

Core Viewpoint - The global lithium battery industry is entering the TWh era, where capacity expansion is no longer the sole competitive focus. The industry is shifting towards systemic innovation to address challenges such as energy density, material cost pressures, and the environmental impact of retired batteries [1]. Group 1: Industry Trends - The competition is evolving towards three core areas: the industrialization of advanced materials, engineering capabilities for extreme manufacturing, and the global recycling resource layout [1]. - The rapid development of the global electric vehicle industry is leading to a surge in retired batteries, with policies and regulations becoming key drivers for industry development [4][5]. Group 2: Recycling and Resource Management - China has established a comprehensive recycling management system for electric vehicle batteries, with manufacturers as the primary responsible entities [4]. - The global lithium resource consumption is heavily concentrated in the Asia-Pacific region, while lithium mines are primarily located in Australia, South America, and Africa [5]. - The recycling capacity is unevenly distributed globally, with China accounting for 40% of the global black powder production, while Europe and the U.S. rely on third-party processing [5]. Group 3: Material Innovations - The company has a strong patent portfolio in silicon-based anode materials, with 458 patents filed and 109 granted, focusing on key technologies such as in-situ doping and gas-phase coating [9]. - New silicon-carbon materials have achieved high capacity (up to 2212 mAh/g), low expansion (less than 10% after 1000 cycles), and long lifespan (over 80% capacity retention after 1400 cycles) [9]. - The company has made significant breakthroughs in solid-state electrolytes, developing multiple generations of products to enhance performance [10]. Group 4: Equipment and Manufacturing Innovations - The company has developed high-capacity equipment that significantly reduces costs, with a production capacity increase of 50% and a 30% reduction in operating costs for certain furnaces [16][17]. - Innovations in equipment design, such as temperature and atmosphere uniformity, contribute to improved product consistency and energy efficiency [16][17]. - The company is addressing the dual pressures of cost reduction and quality improvement through process optimization and scalable manufacturing capabilities [20]. Group 5: Future Directions - The company aims to focus on green energy as a foundation for reducing costs in graphite anode materials and to deepen the development and industrialization of silicon-based anode materials [13].

Core Viewpoint - The solid-state battery industry is experiencing significant growth, with production expected to reach 5.1 GWh in 2024 and 29.2 GWh by 2028, driven by technological advancements and the demand for sustainable energy solutions [1]. Solid-State Battery Technology Latest Developments - The engineering challenges of all-solid-state batteries include high interfacial resistance and sensitivity to air and moisture, with strategies such as controlling particle size and surface coating being explored to enhance performance [5][7]. - The industry trend is shifting towards solid-state batteries, which require external stress to address interfacial contact issues, and the adoption of soft-pack structures is recommended to avoid mechanical failures [7]. - Innovations in materials include the development of lithium-rich manganese-based cathodes and silicon-based anodes, with companies achieving significant production capabilities [9][11]. - Sulfide solid electrolytes have seen advancements, with companies achieving production scales of over 100 kg and plans for larger production lines by 2025 [13][15]. Solid-State Battery Processing Innovations - Companies are addressing technical challenges such as interfacial resistance and compatibility with conventional materials through various innovative processing techniques [23][25][27]. Market Application Prospects - Solid-state batteries are expected to have broad applications in power and energy storage sectors, with potential mass production starting in 2027 [29]. - In consumer electronics and low-altitude aircraft, solid-state batteries are favored for their lightweight and high energy density, making them suitable for drones and safety-critical devices [31]. Solid-State Battery Industry Chain Development - The localization of key materials is accelerating, with companies focusing on the industrialization of high-purity lithium sulfide for solid electrolyte production [33]. - Collaboration between enterprises and academic institutions is deepening, enhancing the development of materials for solid-state batteries [35]. Future Outlook and Challenges - Continuous innovation in solid-state battery technology is crucial for commercial application, with expectations for improvements in energy density, safety, and cycle life [38]. - The collaborative development of the solid-state battery industry chain is essential for its healthy growth, requiring coordination across all production stages [39]. - Challenges such as high material costs and complex production processes remain, with experts suggesting strategies like enhancing basic research and optimizing production methods to address these issues [40]. Conclusion - The successful forum highlighted the importance of collaboration and innovation in the solid-state battery sector, indicating a promising future for this technology in energy storage applications [44].

Core Viewpoint - The article highlights the upcoming 2025 High-tech New Energy Materials Industry Conference, focusing on advancements in solid-state electrolytes and silicon-based anode materials, showcasing the latest developments from Tianmu Xiangdao in high energy density battery materials. Group 1: Conference Details - The conference will take place on July 8-9, 2025, at the Chengdu Qionglai Yang'an New City Conference Center in Sichuan Province [1] - Tianmu Xiangdao will disclose its latest research progress in solid-state electrolytes and silicon-based anodes during the event [1] Group 2: Company Developments - Tianmu Xiangdao has established a patent portfolio of nearly 350 items, focusing on solid-state electrolytes, silicon-based anodes, and hard carbon anodes [1] - The company is collaborating with Enjie Co., Ltd. and Beijing Weilan New Energy to form Jiangsu Sanhe, which specializes in semi-solid electrolyte coated membranes [1] Group 3: Production Capacity and Projects - The first phase of the project has completed construction, with two high-performance coating film production lines entering trial production [2] - Tianmu Xiangdao is developing a lithium battery silicon-carbon anode material research laboratory in Xuchang, Henan, with a planned production capacity of 200 tons per year [2] - The company is building the largest new silicon-carbon production center in the country, with a total planned capacity of 60,000 tons and an investment of 720 million yuan [2] Group 4: Financial Projections and Supply Chain - The project is expected to achieve a production capacity of 600 to 1,000 tons by 2025, corresponding to a revenue of approximately 300 million to 500 million yuan [3] - The local supply chain integration will reduce production costs, with key raw materials like silane supplied directly from a local company [3] - Tianmu Xiangdao's total annual production capacity has reached 45,000 tons, including 12,000 tons of silicon-based anode materials, 10,000 tons of hard carbon anode materials, and 3,000 tons of solid-state electrolytes [3]

Industry News - The Ministry of Industry and Information Technology emphasizes the need to regulate low-price disorderly competition in the photovoltaic industry, guiding companies to improve product quality and promote the orderly exit of backward production capacity for sustainable development [5] - The National Medical Products Administration has announced new measures to support the innovation and development of high-end medical devices, including guidance on the registration of products based on artificial intelligence and biomaterials [7] - The National Energy Administration held a meeting to emphasize the importance of resource survey pilot work for wind and photovoltaic power generation, aiming to enhance collaboration and accelerate progress [8] - The Ministry of Commerce is set to strengthen guidance on the export of second-hand vehicles, promoting healthy and orderly development in this sector [6] Company News - Hualing Steel announced that Xintai Life Insurance has acquired a stake in the company through the secondary market [9] - Vanke A has applied for a loan of no more than 6.249 billion yuan from Shenzhen Metro Group and extended part of its existing loans [10] - Aerospace Chengtong has restored its procurement qualifications for military material engineering services [11] - Haowang Bio announced that its HW130 injection has completed Phase I clinical trials [12] - Donghu High-tech is participating in the establishment of the Donggao Frontier Phase II Fund [13] - Nuotai Bio expects a year-on-year increase of 32% to 45% in net profit attributable to shareholders for the first half of the year, driven by significant growth in sales of peptide raw materials [14] - Wealth Trend's actual controller and chairman plans to reduce his holdings by no more than 3% of the company's shares [15] - Wankai New Materials announced that some production facilities will undergo maintenance, which is expected to significantly impact the company's overall performance [16] - Huaya Intelligent stated that it is engaged in the research and production of dry electrode rolling equipment systems for solid-state batteries [17] - Changling Hydraulic announced that its controlling shareholder is planning a change of control, leading to a suspension of its stock [18] - China Power Construction signed a contract for a mining and transportation project in Guinea worth approximately 5.063 billion yuan [19]