天铁科技（300587）近日在深交所互动易平台上回复投资者提问时表示，欣界能源总规划10GWh固态锂金属电池量产项目，其一期2GWh项目的首批高能量 锂金属固态圆柱电池已于2025年12月29日在杭州正式宣告下线，产品应用于高端消费电子市场，场景覆盖无人机、eBike、电摩、扫地机器人、AGV等领 域，产线兼容多系列固态圆柱电池，产能的爬坡和优化正在进行中。二期8GWh产能也已在规划中，聚焦eVTOL、具身机器人、新能源汽车领域。 背景资料显示，天铁科技在今年5月与欣界能源签署战略合作框架协议，根据协议，公司后续向欣界能源提供锂金属负极材料产品，同时双方在固态电池领 域展开其他合作，重点涉及产品供应、新材料研发、产线建设等方面。今年7月，天铁科技孙公司安徽天铁与欣界能源的全资子公司珠海欣界基于上述框架 协议签订了《框架协议采购订单》，由珠海欣界向安徽天铁采购铜锂复合带，订单金额为4亿元。12月3日，天铁科技公告，与国资背景的投资机构共同出资 3亿元设立合伙企业，专项投资于欣界能源，合伙企业持有欣界能源5.7692%的股权。(厉平) ...

（编辑 李波） 12月30日，浙江天铁科技股份有限公司（以下简称"天铁科技"）在深交所互动易平台上回复投资者提问称，深圳欣界能源 科技有限公司（以下简称"欣界能源"）总规划10GWh固态锂金属电池量产项目的一期2GWh产能，首批高能量锂金属固态圆柱 电池已于2025年12月29日在杭州正式宣告下线，产品应用于高端消费电子市场，场景覆盖无人机、eBike、电摩、扫地机器 人、AGV等领域，产线兼容多系列固态圆柱电池，产能的爬坡和优化正在进行中。二期产能规划为8GWh，也已在规划中，聚 焦eVTOL、具身机器人、新能源汽车领域。 据悉，天铁科技早在今年5月就与欣界能源签署战略合作框架协议，约定公司后续向其提供锂金属负极材料产品以及双方 在固态电池领域的其他合作，重点涉及产品供应、新材料研发、产线建设等方面。7月，天铁科技孙公司安徽天铁锂电新能源 有限公司（以下简称"安徽天铁"）与欣界能源的全资子公司珠海欣界能源科技有限公司（以下简称"珠海欣界"）基于框架协议 签订了《框架协议采购订单》，由珠海欣界向安徽天铁采购铜锂复合带，订单金额为4亿元。随后，不仅联合国资背景投资机 构共同出资3亿元设立合伙企业，专项投资于欣界 ...

12月29日，欣界能源公众号显示，由欣界能源自主研发、设计、建造的10GWh固态锂金属电池量产项 目（一期），首批高能量锂金属固态圆柱电池在杭州正式宣告下线，标志着全球固态电池产业从实验室 走向规模化商业应用的关键一步，欣界能源也成为了少数率先跨过GWh量产门槛的开拓者，打开了通 往万亿级新能源市场新蓝海的大门。 2025年5月，天铁科技与欣界能源签署战略合作协议，约定在其首条≥450Wh/kg固态电池2GWh量产线投 产后，公司负责该条产线的金属锂材料供应，原则上欣界能源向公司年采购量不低于100吨，采购期限 自投产后不少于5年；同年7月，天铁科技孙公司安徽天铁锂电新能源有限公司与欣界能源子公司珠海欣 界能源科技有限公司签署了《采购框架协议》及采购订单，约定由珠海欣界向安徽天铁采购铜锂复合 带，订单金额为4亿元。 长城证券认为，此次4亿元铜锂复合带订单的落地，既是安徽天铁在行业赛道中竞争力的清晰体现，更 是市场对天铁科技锂电新能源业务布局的直接认可。天铁科技业务加速转型，完善锂电产业的布局，受 益于长期产业趋势，看好后续天铁科技业绩的提升。 作为固态电池商业化应用的领航者，欣界能源此次下线的首批固态圆柱系列 ...

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 Insights - Zhejiang Tiantian Technology Co., Ltd. reported a significant increase in Q3 2025 revenue and net profit, with revenue reaching 564 million yuan and net profit of 10.34 million yuan, reflecting year-on-year and quarter-on-quarter growth of 118.62% and 113.15% respectively [1] - The solid-state battery industry is experiencing rapid expansion driven by policy support and market demand, with expectations for mass production to begin by 2027 [1][2] - The company has made key breakthroughs in core materials, including the trial production of a 300-ton copper-lithium composite strip production line, which is crucial for solid-state batteries [2] Financial Performance - In Q3 2025, the company achieved a net profit of 10.34 million yuan, with both year-on-year and quarter-on-quarter increases exceeding 110% for non-recurring net profit [1] - The company’s revenue for the third quarter was 564 million yuan, indicating strong financial performance during its transformation phase [1] Industry Positioning - The company is strategically positioned in the solid-state battery supply chain, focusing on lithium salts, lithium materials, and core negative materials, which are critical for the industry [3] - The company has established a stable partnership with leading battery manufacturers, enhancing its potential to benefit from industry growth [3] Product Development - The company has developed a 5μm ultra-thin lithium strip and plans to commercialize it within a year, indicating a strong focus on innovation in high-value materials [2] - The solid-state electrolyte market is projected to reach 36.62 billion yuan by 2030, highlighting the significant market opportunity for the company’s lithium-based materials [2] Strategic Collaborations - In July, the company signed a 400 million yuan procurement order for copper-lithium composite strips with a subsidiary of Shenzhen Xinjie Energy Technology Co., Ltd. [2] - The company is expanding its customer base by testing samples with multiple battery cell manufacturers, indicating a proactive approach to market expansion [2]

Core Insights - Tian Tie Technology (300587) reported significant growth in Q3 2025, with revenue of 564 million yuan and a net profit of 10.34 million yuan, marking a year-on-year increase of 118.62% and a quarter-on-quarter increase of 113.15% [1] - The solid-state battery industry is experiencing rapid expansion due to supportive policies, with the Ministry of Industry and Information Technology emphasizing solid-state batteries as a key focus area [1][2] - The global solid-state battery market is projected to reach 808 GWh by 2030, with half-solid-state battery demand expected to exceed 650 GWh [2] Company Developments - Tian Tie Technology is accelerating its lithium-based new energy business, having established a production capacity of 53,000 tons of lithium battery chemicals and 2,600 tons of lithium materials [2] - The company has achieved a breakthrough in core materials, with a trial production line for 300 tons of 20-micron thick copper-lithium composite tape, which is essential for solid-state batteries [2][3] - Tian Tie Technology has entered into a 400 million yuan procurement agreement with leading solid-state battery company Xinjie Energy and has invested in Xinjie Energy's 2 GWh solid-state battery production line [3] Industry Trends - Solid-state batteries are recognized as a promising next-generation battery technology, with applications in mobile devices, energy storage, and electric vehicles [2] - The industry is transitioning from laboratory research to commercial production, driven by policy support, market demand, and ongoing technological advancements [3] - Tian Tie Technology's comprehensive supply chain, including lithium salts, lithium materials, and core negative materials, positions the company to benefit from the anticipated growth in the solid-state battery sector [3]

Core Insights - Tian Tie Technology (300587) reported impressive Q3 2025 results with revenue of 564 million yuan and net profit of 10.34 million yuan, showing year-on-year and quarter-on-quarter increases of 118.62% and 113.15% respectively, despite increased R&D investments and significant share-based payments [1] - The solid-state battery industry is experiencing rapid expansion driven by supportive policies, with the Ministry of Industry and Information Technology emphasizing solid-state batteries as a key focus area [1][2] - Solid-state batteries are projected to achieve commercial production by 2030, with global shipments expected to reach 808 GWh, indicating significant market potential [2] Company Developments - Tian Tie Technology has made significant advancements in core materials, with a trial production line for 300 tons of 20μm thick copper-lithium composite tape, a critical material for solid-state batteries [3] - The company has established a comprehensive lithium-based materials layout, including a project capable of producing 53,000 tons of lithium battery chemicals and 2,600 tons of lithium materials [2][4] - In July, Tian Tie Technology signed a 400 million yuan procurement order with Xinjie Energy's subsidiary, indicating strong market demand and collaboration with leading firms in the solid-state battery sector [3] Industry Outlook - The solid-state battery industry is transitioning from laboratory research to commercialization, with significant advantages such as high energy density and safety driving this shift [4] - Research institutions predict that the global solid electrolyte market will reach 36.62 billion yuan by 2030, highlighting the high value of the materials involved [3] - Tian Tie Technology's strategic partnerships and stable collaborations with major battery manufacturers position the company to benefit from the anticipated growth in the solid-state battery market [4]

Group 1: Company Overview - Zhejiang Tiantian Technology Co., Ltd. is engaged in the production of copper-lithium composite strips, with a focus on lithium battery materials [2]. - The company has achieved trial production of its first phase of 300 tons of 20μm copper-lithium composite strips, ready for mass supply based on customer demand [3]. Group 2: Production Process and Technology - The production process involves material selection, extrusion, and rolling with integrated technology, ensuring high quality and controllable costs [3]. - The company has overcome technical challenges in the production of copper-lithium composite strips, achieving a thickness of 5μm in laboratory conditions, with plans for commercialization within a year [3]. Group 3: Market Applications and Partnerships - Copper-lithium composite strips are primarily used as anode materials in solid-state batteries, with existing partnerships with companies like Xinjie Energy for supply agreements [5]. - A strategic cooperation agreement was signed with Xinjie Energy in May 2025, committing to a minimum annual procurement of 100 tons of lithium metal materials for their production line [5]. Group 4: Financial Agreements and Investments - A procurement framework agreement was established with Xinjie Energy, with an order amounting to 400 million RMB for copper-lithium composite strips [5]. - The company has also invested in a partnership aimed at supporting Xinjie Energy's factory construction, which will produce 2GWh of lithium metal solid-state batteries [5].

Core Viewpoint - Tian Tie Technology has announced its decision to invest in and acquire equity from Xin Jie Energy to further develop its solid-state battery business [2][6]. Investment and Equity Transfer - The company plans to establish a partnership with a total investment of RMB 301.5 million (approximately USD 4.2 million) to jointly invest in Xin Jie Energy [3][4]. - Tian Tie Technology will acquire 30% equity of Zhejiang Xin Jie from Xin Jie Energy for RMB 3 million (approximately USD 420,000) [5]. Strategic Importance - These transactions represent a significant move for Tian Tie Technology in the new energy lithium material sector, aligning with its main business and enhancing its competitive edge without affecting daily operations [6]. Company Background - Tian Tie Technology, established in 2003, operates in two main areas: vibration reduction and lithium new energy materials. It produces key materials such as lithium metal, n-butyl lithium, and anhydrous lithium chloride through its subsidiaries [7]. Xin Jie Energy Overview - Founded in 2020, Xin Jie Energy focuses on the research and production of solid-state lithium batteries, with a core technology involving oxide solid electrolytes paired with lithium metal anodes. It plans to release a solid-state battery with an energy density of 480 Wh/kg by November 2024 [8]. Production Capacity - Xin Jie Energy has established a 200 MWh pilot production line in 2023 and plans to invest in a 10 GWh lithium metal solid-state battery production capacity, with the first phase involving a 2 GWh production line [9].

Group 1 - The core viewpoint of the articles highlights Tian Tie Technology's strategic transformation and growth in the lithium battery sector, despite facing profit pressures due to industry cycles and increased R&D investments [1][2][3] - In the first half of 2025, the company achieved a revenue of 667 million yuan, indicating a commitment to dual business models focusing on vibration reduction and lithium-based new energy [1] - The company has invested in projects with an annual production capacity of 53,000 tons of lithium battery chemicals and 2,600 tons of lithium material series products, enhancing its technological innovation capabilities [1] Group 2 - Tian Tie Technology signed a strategic cooperation framework agreement with Shenzhen Xinjie Energy Technology Co., Ltd., focusing on lithium metal anode materials and solid-state battery collaboration [2] - Following the framework agreement, a procurement order worth 400 million yuan was signed, positioning Tian Tie Technology within the supply chain of leading solid-state battery companies [2] - The solid-state battery market is projected to grow significantly, with global penetration rates expected to reach 3% and 8% by 2027 and 2030, respectively, indicating a robust growth opportunity for companies in this sector [3] Group 3 - Analysts from Longcheng Securities express optimism about Tian Tie Technology's accelerated business transformation and strategic positioning in the lithium battery industry, maintaining a "buy" rating for the company [3]