诺德股份（600110）7月22日晚公告，公司全资孙公司深圳百嘉达新能源材料有限公司(简称"百嘉达") 与楚能新能源股份有限公司全资子公司武汉楚能新能源有限公司、孝感楚能新能源创新科技有限公司、 宜昌楚能新能源创新科技有限公司(统称"楚能新能源")签订了合作协议，双方将在产品供销、产品研发 等方面进行合作，其中合同约定双方将在产品供销、委托加工等方面进行长期稳定合作。 2025年至2030年，楚能新能源预计累计向百嘉达采购铜箔16万吨，具体订购数量将根据市场需求和项目 进展确定，双方将定期协商调整。 综上所述，公司2025年半年度整体盈利能力同比去年同期有所好转，但公司仍然处于亏损状态。 诺德股份表示，本次合作双方具备良好的履约能力，但项目的进展尚存在不确定性，具体合作项目可能 根据后期实施情况进行协商调整，本合作协议的签署有助于增强公司核心竞争力，提高公司市场影响 力。本协议的顺利履行将对公司2025年经营业绩产生积极影响。 诺德股份主营业务为锂离子电池用电解铜箔的研发、生产和销售，产品主要应用于锂电池生产制造。公 司2024年度实现营业收入52.77亿元，同比增长15.44%；实现净利润-3.52亿元；2 ...

Group 1 - China Shipbuilding plans to absorb China Shipbuilding Industry Corporation through a share swap, with the review scheduled for July 4, 2025 [1] - Aijian Group's stock has experienced a cumulative increase of over 20% in three consecutive trading days, but the company confirms it has not engaged in stablecoin-related business [2] - Keheng Co. has signed a strategic cooperation agreement with Beijing Pure Lithium New Energy Technology, focusing on all-solid-state lithium-ion battery production and related markets [3] Group 2 - Tianfeng Securities' subsidiary has received approval from the Hong Kong Securities and Futures Commission for a license to provide virtual asset trading services [4] - Heertai's controlling shareholder reduced his stake by 1.44 million shares, accounting for 0.1558% of the company's total shares [5] - Beifang Navigation announced the completion of a share reduction plan by its directors and executives [6] Group 3 - Shanda Diwei's actual controller plans to transfer 24.59% of the company's shares to Shandong High-speed Group, potentially changing the controlling shareholder [7] - Chip Microelectronics is preparing for an overseas H-share issuance and listing to enhance its international strategy [8] - Ningbo Yunsheng's high-performance rare earth permanent magnet materials project has partially commenced production, with 5,000 tons operational as of June 2025 [9] Group 4 - Huahai Qingke plans to invest up to 500 million yuan in a wafer recycling expansion project in Kunshan, aiming for a monthly capacity of 200,000 wafers [10] - Qin'an Co. is planning to acquire 99% of Yigao Company through a combination of share issuance and cash payment, with stock suspension starting June 30, 2025 [11] - Shijia Photon is also planning to acquire control of Fuke Xima Technology through share issuance and cash payment, with stock suspension starting June 30, 2025 [12] Group 5 - Guangzhi Technology has terminated its plan to acquire 100% of Xiandao Electric Science and Technology through share issuance and cash payment [13] - Jinsheng New Materials is under investigation by the China Securities Regulatory Commission for suspected information disclosure violations [14] Group 6 - Guihang Co. plans to reduce its stake by up to 1% through centralized bidding [15] - Wufangzhai intends to repurchase shares worth between 35 million and 70 million yuan for employee stock ownership plans [16] - Conglin Technology plans to repurchase shares worth between 20 million and 40 million yuan to stabilize stock prices [17] Group 7 - Green Power has signed a strategic cooperation agreement with Asia United Infrastructure Holdings to develop renewable energy opportunities in regions involved in the Belt and Road Initiative [18] - Defu Technology's subsidiary has signed supply agreements for lithium battery copper foil products with leading companies in the photovoltaic and consumer battery industries [19]

德福科技（301511）公告，公司全资子公司九江德福销售有限公司分别与全球某光伏组件行业头部企业 A公司和全球某消费电池行业头部企业B公司签署了《定点协议》。协议约定未来3年向A公司供应锂电 铜箔产品，未来5年向B公司供应锂电铜箔产品。上述协议将扩大双方合作范围和业务规模，预计对公 司未来财务状况和经营成果产生积极影响。 ...

Core Viewpoint - The company, Nord Co., has announced a stock option incentive plan aimed at enhancing its competitive edge in the copper foil industry, which is facing talent shortages and a need for technological advancement [1][2]. Group 1: Stock Option Incentive Plan - The total number of stock options to be granted under the incentive plan is 35 million, accounting for 2.02% of the company's total share capital of 1,735.18 million shares [1]. - The exercise price for the stock options is set at 3.41 yuan per share [1]. - The first and reserved grant's performance targets for 2025 require either a 30% increase in copper foil sales volume or a 30% increase in revenue compared to 2024 [1]. - The second grant's performance targets for 2026 also require a 30% increase in sales volume or revenue compared to 2025 [1]. - A total of 124 individuals, including directors, senior management, and key technical and business personnel, are included as incentive recipients [1]. Group 2: Industry Context and Implications - The copper foil industry is characterized by intense competition for talent and a scarcity of individuals with core technical and management expertise [2]. - The introduction of the stock option plan is expected to create a long-term incentive mechanism that enhances internal cohesion and supports business growth [2]. - The exercise price being close to the current stock price reflects the company's confidence in its long-term development [2]. - The industry has been experiencing a slowdown in new capacity construction due to consecutive losses, leading to the elimination of some smaller firms and accelerating industry consolidation [2]. - The performance of Nord Co. in Q1 2025 showed a significant year-on-year increase in net profit by 60.1%, indicating a potential industry turning point [3]. - Other copper foil manufacturers, such as Jiayuan Technology and Defu Technology, have also reported varying degrees of growth, suggesting an overall improvement in the industry [3].