公告称，许吉锭目前未在上市公司担任董事或高级管理人员职务。同时，公司具备完善的法人治理结构 与内部控制体系，各项经营管理工作均有明确的流程保障，公司日常经营管理由高管团队负责，董事及 高级管理人员目前均正常履职。公司董事会运作正常，公司生产经营情况正常，该事项不会对公司日常 经营活动产生重大不利影响。公司将密切关注上述事项的进展情况，并及时履行信息披露义务。 12月25日晚间，天铁科技（300587）突发公告，公司控股股东、实际控制人之一的许吉锭被公安部门采 取刑事拘留的强制措施，正在配合公安机关调查。 被采取刑事拘留的强制措施 根据公告，天铁科技于近日收到公司控股股东、实际控制人之一许吉锭家属的通知，许吉锭已被台州市 公安局采取刑事拘留的强制措施，正在配合公安机关调查。 据其家属所述，调查事项为个人事项，与公司日常生产经营无关。 目前，天铁科技实际控制人为王美雨、许吉锭和许孔斌，一致行动人为许银斌、汤凯、曹张琳。从实际 控制人以及一致行动人关系看，天铁科技一致行动关系的认定基于亲属关系。公开信息显示，王美雨和 许吉锭系夫妻关系；许孔斌、许银斌为兄弟关系，为王美雨和许吉锭之子。 公开资料显示，许吉锭1964年 ...

Core Viewpoint - The lithium battery industry in China is undergoing a significant transformation characterized by a shift from irrational price competition to a more structured pricing system, driven by policy changes aimed at reducing excess capacity and demand slowdown [1][2]. Group 1: Price Dynamics - Lithium carbonate prices have surged, with futures contracts exceeding 68,000 yuan/ton, a notable increase from a low of under 59,000 yuan/ton in late June [1]. - The spot market for battery-grade lithium carbonate stabilized between 63,000 to 64,000 yuan/ton, reflecting a 2.3% week-on-week increase [1]. - The price rebound is influenced by rumors regarding regulatory scrutiny of mining companies, highlighting the sensitivity of supply dynamics in the current market [1][2]. Group 2: Supply and Demand Imbalance - Rising prices are incentivizing lithium salt producers to increase production, with weekly output growth nearing 4% [2]. - The automotive sector's "anti-involution" strategy is leading to reduced inventory accumulation and shorter payment terms, indicating weakened demand from automakers [2][3]. Group 3: Policy and Market Structure - Current policies do not signal large-scale consumer stimulus but focus on market-driven elimination of outdated production capacity, creating pressure on midstream battery and material manufacturers [3]. - The lithium industry in China is characterized by a high dependency on foreign resources (over 70%) while holding significant downstream processing capacity, leading to weak bargaining power for domestic companies [4]. Group 4: Strategic Shifts - Leading companies are transitioning from a focus on scale expansion to technology-driven strategies, with advancements in lithium metal production and next-generation battery materials [4][5]. - There are discussions among major lithium companies to establish a "lithium resource stabilization fund" aimed at curbing high-cost production and stabilizing prices through industry collaboration [5]. Group 5: Future Outlook - The current price increase may not signal the start of a new bull market but rather a reaction to ongoing structural changes in the industry, as the fundamental oversupply situation remains unaddressed [5]. - The market's future stability will depend on the success of these structural reforms rather than short-term supply-demand interactions [5].