证券日报网讯 12月30日，同兴科技（003027）在互动平台回答投资者提问时表示，目前，公司研发的 钠电正极材料已通过公司中试线试生产，具有低比表面积、高加工性能、高电化学性能、高安全性等综 合优势，但目前暂未大规模量产，请投资者注意风险。 ...

每经AI快讯，有投资者在投资者互动平台提问：12月中旬英伟达掌门黄仁勋在闭门会议提到储能将大 量采用钠离子电池。 请问公司在钠离子电池方面有哪些领先优势？ （文章来源：每日经济新闻） 同兴科技（003027.SZ）12月30日在投资者互动平台表示，目前，公司研发的钠电正极材料已通过公司 中试线试生产，具有低比表面积、高加工性能、高电化学性能、高安全性等综合优势，但目前暂未大规 模量产，请投资者注意风险。 ...

在业绩持续下滑的背景下，此次收购美特新材，雪天盐业出于完善公司新能源产业链布局、提高盈利能 力和市场竞争力的目的。不过，业内人士也指出，美特新材较为依赖钴酸锂产品价格的业绩、尚未规模 化量产的钠电正极材料业务等，都给雪天盐业的"盐+新能源"布局增加了几分不确定性。 完善新能源产业链布局 雪天盐业一笔跨界收购即将落地。近日，雪天盐业发布公告称，公司已正式签署收购美特新材41%股权 的《股权转让协议》，并完成工商变更登记手续。本次收购对价为2.61亿元，雪天盐业现持有美特新材 61%股权，成为其控股股东。 转自：北京日报客户端 雪天盐业正通过跨界投资寻找新的业绩增长点。近日，雪天盐业发布公告称，公司已签署收购湖南美特 新材料科技有限公司（以下简称"美特新材"）41%股权相关协议并完成工商变更登记，雪天盐业持股比 例由20%提升至61%，实现对美特新材的控股。转让价款将在工商变更后分期支付，资金来源为自有或 自筹资金。 知名战略定位专家、福建华策品牌定位咨询创始人詹军豪指出，美特新材业绩较为依赖钴酸锂价格，若 未来钴酸锂价格下跌，其业绩将受冲击，进而影响雪天盐业收购收益。且美特新材的钠电正极材料尚处 研发阶段，未能 ...

Core Viewpoint - Xue Tian Salt Industry is seeking new growth points through cross-industry investments, recently acquiring a 41% stake in Hunan Meter New Material Technology Co., Ltd., increasing its ownership from 20% to 61% to gain control over the company [1][2]. Group 1: Acquisition Details - The acquisition of Meter New Material was formalized with a share transfer agreement, with a transaction value of 261 million yuan [2]. - Xue Tian Salt Industry aims to enhance its new energy industry chain, improve profitability, and increase market competitiveness through this acquisition [2][3]. - The company previously acquired a 20% stake in Meter New Material for 114 million yuan in November 2022, indicating a strategic long-term relationship [2]. Group 2: Financial Performance - Meter New Material's performance is closely tied to the price fluctuations of lithium cobalt oxide, which saw a rebound from approximately 140,000 yuan/ton in early 2025 to nearly 350,000 yuan/ton by November [3]. - Projected revenues for Meter New Material are 629 million yuan in 2024 and 640 million yuan in the first three quarters of 2025, with net profits of 3.6 million yuan and 35.6 million yuan respectively [3]. - The company is also developing sodium battery materials, having sold ton-level products in the first half of 2025, although this segment is still in the R&D phase and not yet mass-produced [3]. Group 3: Industry Context - Xue Tian Salt Industry's revenue has been declining, with reported revenues of 6.262 billion yuan and 5.392 billion yuan for 2023 and 2024, respectively, marking declines of 2.77% and 13.9% year-on-year [4]. - The company's net profit has also decreased significantly, with a drop of 90.37% in the first three quarters of 2025 compared to the previous year [4]. - The main products of Xue Tian Salt Industry include various types of salt and chemical products, with soda ash being a significant contributor to revenue, which has been adversely affected by falling prices [4][5]. Group 4: Challenges and Strategic Insights - The acquisition of Meter New Material aligns with Xue Tian Salt Industry's strategy to leverage its existing resources and chemical production technology to enter the new energy sector [5]. - However, the company faces challenges such as rapid technological changes in sodium battery technology, intense market competition, and the need for ongoing R&D investment [5].

Group 1 - Xue Tian Salt Industry is seeking new growth points through cross-industry investments, having signed an agreement to acquire a 41% stake in Hunan Meter New Material Technology Co., Ltd., increasing its ownership from 20% to 61% [2][3] - The acquisition aims to enhance the company's new energy industry chain layout, improve profitability, and increase market competitiveness amid declining performance [2][3] - The acquisition price is set at 261 million yuan, with the funding sourced from self-owned or raised funds [3] Group 2 - Meter New Material's performance is closely tied to the price of lithium cobalt oxide, which saw a rebound from approximately 140,000 yuan/ton in early 2025 to nearly 350,000 yuan/ton by November [4] - In 2024, Meter New Material achieved revenue of 629 million yuan and a net profit of 3.6 million yuan, with revenue of 640 million yuan and a net profit of 35.6 million yuan in the first three quarters of 2025 [4] - The company is also developing sodium battery materials, but this business is still in the research and development stage and has not yet achieved mass production [5] Group 3 - Xue Tian Salt Industry's performance has been declining, with revenues of 6.262 billion yuan and 5.392 billion yuan in 2023 and 2024, respectively, representing year-on-year declines of 2.77% and 13.9% [6] - The company's net profit dropped significantly, with a decline of 57.13% in 2024, resulting in a net profit of 304 million yuan [6] - The main business of Xue Tian Salt Industry includes the production and sale of salt and chemical products, with soda ash being a significant contributor to revenue, accounting for nearly 30% [6] Group 4 - The price of soda ash has been in a downward trend since early 2024, with light soda ash prices dropping by 45.23% and heavy soda ash by 43.3% [7] - The industry is facing an imbalance in supply and demand, with prices continuing to decline into 2025 [7] - The acquisition of Meter New Material aligns with Xue Tian Salt Industry's strategy to expand into the new energy sector, leveraging its existing resources and chemical production technology [7]

Core Viewpoint - Xue Tian Salt Industry is seeking new growth points through cross-industry investments, recently acquiring a 41% stake in Hunan Meter New Materials Technology Co., Ltd., increasing its ownership to 61% and becoming the controlling shareholder [1][3]. Group 1: Acquisition Details - The acquisition price for Meter New Materials is 261 million yuan, with the payment to be made in installments from self-owned or self-raised funds [3]. - Xue Tian Salt previously held a 20% stake in Meter New Materials, acquired for 114 million yuan in November 2022, aimed at extending its soda ash industry chain [3]. - The acquisition is expected to enhance the company's main business revenue and profit scale, improving its competitiveness in the new energy sector [3]. Group 2: Financial Performance - Meter New Materials' performance is closely tied to the price of lithium cobalt oxide, which saw a rebound from approximately 140,000 yuan/ton in early 2025 to nearly 350,000 yuan/ton by November [4]. - Projected revenues for Meter New Materials are 629 million yuan in 2024 and 640 million yuan in the first three quarters of 2025, with net profits of 3.6 million yuan and 35.6 million yuan respectively [4]. - The company is also developing sodium-ion battery materials, but this segment is still in the research phase and has not yet achieved mass production [4]. Group 3: Industry Context - Xue Tian Salt's revenue has been declining, with reported revenues of 6.262 billion yuan and 5.392 billion yuan for 2023 and 2024, representing year-on-year declines of 2.77% and 13.9% respectively [5]. - The company's net profit for 2024 dropped significantly by 57.13% to 304 million yuan, with a further decline in 2025's first three quarters, where revenue fell by 21.99% to 3.244 billion yuan and net profit decreased by 90.37% to 32.6 million yuan [5]. - The main products of Xue Tian Salt include various types of salt and chemical products, with soda ash being a significant contributor to revenue, accounting for nearly 30% [5]. Group 4: Market Challenges - The price of soda ash has been in a downward trend since early 2024, with light soda ash prices dropping by 45.23% and heavy soda ash by 43.3% [6]. - The acquisition of Meter New Materials aligns with Xue Tian Salt's strategy to leverage its chemical production expertise and resources, but it faces challenges in technology, market competition, and management due to the rapid evolution of sodium-ion technology [6].

分红方面，当升科技A股上市后累计派现12.65亿元。近三年，累计派现8.21亿元。 机构持仓方面，截止2025年9月30日，当升科技十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股1315.48万股，相比上期增加872.15万股。易方达创业板ETF（159915）位居第四大流通股 东，持股860.57万股，相比上期减少144.02万股。南方中证500ETF（510500）位居第五大流通股东，持 股634.78万股，相比上期增加30.43万股。广发国证新能源车电池ETF（159755）位居第六大流通股东， 持股438.06万股，为新进股东。华安创业板50ETF（159949）位居第八大流通股东，持股267.00万股， 相比上期减少112.94万股。摩根新兴动力混合A类（377240）位居第九大流通股东，持股236.42万股， 为新进股东。汇添富中证电池主题ETF（159796）位居第十大流通股东，持股231.69万股，为新进股 东。汇添富中证新能源汽车产业指数(LOF)A（501057）退出十大流通股东之列。 资料显示，北京当升材料科技股份有限公司位于北京市丰台区南四环西路188号总部基地18区2 ...

曾几何时，容百科技（688005.SH）在三元锂电池正极材料领域风头无两，作为国内头部厂商，凭借在三元材料领域的深耕，一度成 为行业内当之无愧的三元龙头。其创始人白厚善，凭借对行业趋势的敏锐洞察，带领容百科技在新能源赛道上快速崛起，"白厚善神 奇"成为业内对其能力的高度认可。 然而，时过境迁，随着新能源行业格局的剧烈变动，磷酸铁锂电池异军突起，三元锂电池市场份额持续萎缩。2025年1-10 月，三元锂电池装车量占比仅18.6%，10月单月占比19.7%，而磷酸铁锂电池1-10月份额已飙升至81.3%。在此背景下，容 百科技业绩承压，2025年前三季度营收89.86亿元，同比下滑20.64%，归母净利润亏损2.04亿元。 为求生存与发展，容百科技不得不开启"航母掉头"模式，大力布局磷酸铁锂、钠电等新赛道，而曾经带领企业创造辉煌的白厚善， 其"神奇"光环也在行业变革与企业转型的阵痛中逐渐褪去。 01 行业变局：三元龙头风光不再转型迫在眉睫 回溯容百科技的崛起之路，与三元锂电池的黄金发展期密不可分。2016年，国家将电池系统能量密度纳入考核标准，更高能量密度的 三元锂电池迎来发展契机，2019年其国内动力电池装车量 ...

Group 1: Company Lithium Iron Phosphate Business Progress - The company has rapidly developed its lithium iron phosphate (LiFePO4) business, with significant increases in shipment volume, becoming a major source of revenue. The main products are third and fourth generation, with the fourth generation's share steadily increasing. The company is accelerating the development and introduction of fifth generation products, expected to enter mass production in the second half of 2026 [1] - The company has a total planned capacity of 300,000 tons for its lithium iron phosphate production base in Panzhihua, with the first phase project having an annual output of 120,000 tons already completed. Due to strong demand in the downstream energy storage market, the company is facing capacity shortages and is actively planning capacity expansion in the Southwest region [2] Group 2: Market Development and Customer Base - The global energy storage market is rapidly developing, positively impacting the company's lithium iron phosphate business, which has become a significant revenue source. The company has established itself as a strategic supplier to major domestic lithium iron phosphate battery manufacturers, with a focus on overseas end markets [3] - The company's lithium iron phosphate materials are in high demand, with products being supplied to major domestic energy storage and power battery customers such as CATL, EVE Energy, and others. The acceleration of the Panzhihua new materials industrial base project will meet the urgent needs of downstream customers and support business growth [5] Group 3: Raw Material Prices and Supply Chain Management - The company closely monitors raw material market dynamics and price fluctuations, establishing long-term strategic partnerships with key suppliers and adopting diversified procurement strategies to optimize supply chain management and ensure raw material supply security and cost advantages [4] Group 4: Technological Development and Future Prospects - The introduction of manganese in lithium manganese phosphate materials significantly enhances battery energy density, showing great potential in power batteries and energy storage. The company has developed solutions to address technical challenges, achieving breakthroughs in energy density, low-temperature performance, and fast charging capabilities [6] - The company is actively developing sodium battery cathode materials and solid-state electrolyte materials, with products entering batch verification stages with major customers, indicating strong market potential [7][8] Group 5: International Expansion and Future Capacity Plans - To seize overseas market opportunities, the company is accelerating the construction of a new materials industrial base in Finland, which is expected to be operational in the second half of 2026. This project will enhance the company's international business advantages and support global market share growth [11] - The company has a planned capacity of 500,000 tons for its European new materials industrial base, including 300,000 tons of lithium iron phosphate, with phased construction based on market trends and customer demand [12]

| 倒计时9天 | | | --- | --- | | 2025（第十届）起点锂电行业年会暨锂电金鼎奖颁奖典礼 | | | &起点研究十周年庆典 | | | 2025起点用户侧储能及电池技术论坛 | | | 活动主题： 新周期 新生态 | 新技术 | | 活动时间： 2025年12月18-19日 | | | 活动地址： 深圳市维纳斯皇家酒店（深圳国际会展中心京基百纳店）三楼维纳斯厅（深圳市宝安区沙井 | | | 镇沙井路118号） | | | 主办单位： 起点锂电、起点固态电池、起点储能、起点研究院SPIR | | | 活动规模： 线下1200+，在线直播观看30000+ | | | 赞助单位： 惠州仲恺高新区/逸飞激光/小鲁锂电/派能科技/莫洛奇/融捷能源/远东电池/诺达智慧/奥鸿 | | | 智能/中天和/超业精密/北测新能源/蓝京新能源/贤辰智享/东唐智能/达力智能/亿鑫丰/爱签/和明机械/ | | | 金力股份/孚悦科技/乾纳智能/多氟多/科迈罗/三合一体/果曼钠电等 | | 12 月 2 日晚，雪天盐业（ 600929.SH ）披露公告称，公司拟购买控股股东湖南盐业集团有限公司（下称 " 湖南盐业集 ...