12月12日，工业和信息化部联合商务部、海关总署印发《关于优化锂亚硫酰氯电池进出口监管措施的通 知》，自2026年1月1日起，第三类监控化学品中，亚硫酰氯灌装含量不超过1千克的单个锂亚硫酰氯电 池或电池组，无需办理《监控化学品进出口核准单》和《两用物项和技术进出口许可证》，其他锂亚硫 酰氯电池或电池组仍按相关规定办理进出口审批。 锂亚硫酰氯电池作为高能量密度、长贮存寿命的一次电池，比能量可达590W·h/kg和1100瓦时/立方分 米，广泛应用于智能仪器仪表、医疗器械、科研仪器等领域。目前，中国已形成较为完整的锂亚硫酰氯 电池产业链，上游原材料如金属锂、亚硫酰氯、碳材料及特种隔膜基本实现国产化。博研咨询报告显 示，2024年中国锂亚硫酰氯电池总产量达6.8亿只，市场规模约125亿元人民币。 股票频道更多独家策划、专家专栏，免费查阅>> 出口方面，2024年中国锂亚硫酰氯电池出口额达35亿元人民币，同比增长18.2%，主要出口欧美、东南 亚及中东地区，美国是最大出口目的地，占30%，德国和日本分别占15%和12%。 责任编辑：安东 下周有14只个股解禁市值超1亿元，燕东微、林泰新材、盛新锂能解禁市值居前，分别为 ...

下周解禁市值超130亿元，处于全年最低位。 锂亚硫酰氯电池进出口监管措施优化 2025年12月12日，工业和信息化部会同商务部、海关总署联合印发《关于优化锂亚硫酰氯电池进出口监 管措施的通知》，决定自2026年1月1日起，第三类监控化学品亚硫酰氯灌装含量不超过1千克的单个锂 亚硫酰氯电池或电池组无需办理《监控化学品进出口核准单》和《两用物项和技术进出口许可证》，其 他锂亚硫酰氯电池或电池组仍按有关规定办理进出口审批手续。 工业和信息化部表示，此次优化监管措施有利于监控化学品监管措施与国际接轨，提升贸易便利化水 平，更好融入国际产业链供应链，增强国际竞争力，助力锂亚硫酰氯电池及相关产业高质量发展。 锂亚硫酰氯电池是一种具有高能量密度和长贮存寿命的一次电池，比能量可达590W·h/kg和1100瓦时/立 方分米，因其高比能量和长贮存寿命，广泛应用于智能仪器仪表、医疗器械、科研仪器等产品。 中国锂亚硫酰氯电池已形成较为完整的产业链体系，上游原材料如金属锂、亚硫酰氯、碳材料及特种隔 膜基本实现国产化配套。根据博研咨询报告，2024年中国锂亚硫酰氯电池的总产量为6.8亿只，市场规 模约125亿元人民币。 在出口方面，2 ...

Group 1: Lithium Thionyl Chloride Battery Industry - The Ministry of Industry and Information Technology, along with the Ministry of Commerce and the General Administration of Customs, announced optimized import and export regulations for lithium thionyl chloride batteries, effective January 1, 2026, allowing batteries with a filling content of less than 1 kg to be exempt from certain approval processes [2] - The lithium thionyl chloride battery is characterized by high energy density and long storage life, with energy density reaching 590 W·h/kg and 1100 Wh/L, making it suitable for applications in smart instruments, medical devices, and scientific instruments [2] - China's lithium thionyl chloride battery industry has developed a complete supply chain, with upstream materials like lithium metal, thionyl chloride, carbon materials, and special membranes largely domestically sourced [2] Group 2: Market and Export Data - In 2024, China's total production of lithium thionyl chloride batteries is projected to reach 680 million units, with a market size of approximately 12.5 billion RMB [2] - The export value of lithium thionyl chloride batteries from China is expected to reach 3.5 billion RMB in 2024, representing an 18.2% year-on-year increase, with the US being the largest export destination, accounting for 30% of total exports [3] - Major companies in the lithium thionyl chloride battery sector include EVE Energy, which is a leading manufacturer, and Penghui Energy, which offers a range of products including lithium thionyl chloride batteries [3] Group 3: Stock Market and Upcoming Unlocks - Next week, a total of 25 stocks will have restricted shares unlocked, with a combined market value exceeding 13 billion RMB, marking the lowest weekly unlock value of the year [5] - Among the stocks, Yandong Microelectronics has the highest unlock value at 5.566 billion RMB, followed by Lintai New Materials at 2.113 billion RMB and Shengxin Lithium Energy at 1.398 billion RMB [6] - Shengxin Lithium Energy is facing significant losses, with projected losses exceeding 600 million RMB in 2024, and has a substantial portion of its shares being unlocked [7]

Group 1: Investment Strategy Overview - The report indicates a bullish outlook for the A-share market, with the Shanghai Composite Index showing a V-shaped reversal and breaking above previous resistance levels, suggesting a potential spring rally [5][18] - The report maintains a focus on technology and non-ferrous metals as the best investment choices, with a target for the Shanghai Composite Index to surpass 4034 points [5][18] - The U.S. stock market is expected to rise further, with Google emerging as a new leader in the AI sector, replacing Nvidia, and the Dow Jones index showing strong performance [24][25] Group 2: Market Trends and Analysis - The bond market is in a long-term downtrend, with the target for the 30-year government bond set near the low point from September 30, 2024 [4][15] - The commodity market is experiencing a mixed performance, with precious metals leading the gains while steel and construction materials are underperforming [31] - The foreign exchange market shows a strong performance for the Renminbi against the U.S. dollar, with expectations of a stable yet fluctuating trend [26][7] Group 3: Policy and Regulatory Developments - Domestic policies include the introduction of optimized regulatory measures for lithium thionyl chloride batteries, aimed at enhancing trade facilitation and aligning with international standards [33] - The central economic work conference emphasized the continuation of proactive fiscal policies to support economic stability and growth [34] - Internationally, the U.S. has signed agreements with Japan, South Korea, and Australia to strengthen the rare earth supply chain, indicating a strategic focus on technology competition [35]

记者12月12日获悉，工业和信息化部、商务部、海关总署日前联合印发通知，提出为提升监控化学 品进出口管理效能，经研究，决定自2026年1月1日起优化部分锂亚硫酰氯电池进出口监管措施。 工业和信息化部安全生产司有关负责人介绍，根据《关于优化锂亚硫酰氯电池进出口监管措施的通 知》，自2026年1月1日起，第三类监控化学品亚硫酰氯灌装含量不超过1千克的单个锂亚硫酰氯电池或 电池组无需办理《监控化学品进出口核准单》和《两用物项和技术进出口许可证》，其他锂亚硫酰氯电 池或电池组仍按有关规定办理进出口审批手续。 据悉，锂亚硫酰氯电池是以亚硫酰氯为正极活性材料和电解液的一次性消费锂电池，广泛应用于智 能仪器仪表、医疗器械、科研仪器等产品。此次优化监管措施有利于监控化学品监管措施与国际接轨， 提升贸易便利化水平，更好融入国际产业链供应链，增强国际竞争力，助力锂亚硫酰氯电池及相关产业 高质量发展。（记者周圆） 【纠错】 【责任编辑:邱丽芳】 ...

一、适用范围 智通财经APP获悉，12月12日，工信部等三部门发布关于优化锂亚硫酰氯电池进出口监管措施的通知。 决定自2026年1月1日起，第三类监控化学品亚硫酰氯灌装含量不超过1千克的单个锂亚硫酰氯电池或电 池组，不再属于《中华人民共和国两用物项出口管制清单》中监控化学品项下的管控物项，无需办理 《监控化学品进出口核准单》和《两用物项和技术进出口许可证》。其他锂亚硫酰氯电池或电池组仍按 有关规定办理进出口审批手续。 原文如下： 工业和信息化部 商务部 海关总署关于优化锂亚硫酰氯电池进出口监管措施的通知 各省、自治区、直辖市及新疆生产建设兵团工业和信息化主管部门、商务主管部门，各直属海关： 根据《中华人民共和国监控化学品管理条例》《中华人民共和国两用物项出口管制条例》《〈中华人民 共和国监控化学品管理条例〉实施细则》有关规定，为提升监控化学品进出口管理效能，经研究，决定 自2026年1月1日起优化部分锂亚硫酰氯电池进出口监管措施。现将有关事项通知如下： 三、其他情况 (一)锂亚硫酰氯电池或电池组因其他监管要求需要办理进出口审批手续的，按照有关规定办理。 (二)未列入适用范围的其他锂亚硫酰氯电池或电池组，仍按《 ...

人民财讯12月12日电，2025年12月9日，工业和信息化部会同商务部、海关总署联合印发《关于优化锂 亚硫酰氯电池进出口监管措施的通知》(工信部联安全函〔2025〕335号)。自2026年1月1日起，第三类 监控化学品亚硫酰氯灌装含量不超过1千克的单个锂亚硫酰氯电池或电池组无需办理《监控化学品进出 口核准单》和《两用物项和技术进出口许可证》，其他锂亚硫酰氯电池或电池组仍按有关规定办理进出 口审批手续。 锂亚硫酰氯电池是以亚硫酰氯为正极活性材料和电解液的一次性消费锂电池，广泛应用于智能仪器仪 表、医疗器械、科研仪器等产品。此次优化监管措施有利于监控化学品监管措施与国际接轨，提升贸易 便利化水平，更好融入国际产业链供应链，增强国际竞争力，助力锂亚硫酰氯电池及相关产业高质量发 展。 ...

Core Viewpoint - Wuhan Zhongyuan Yangtze Technology Development Co., Ltd. was fined 43,000 RMB for violating national export control regulations regarding the export of lithium thionyl chloride batteries [1][3][10] Summary by Relevant Sections Administrative Penalty - The penalty was issued by Shanghai Pujiang Customs on June 19, 2025, for the company's failure to provide necessary export licenses for controlled items [1][3] - The total value of the exported batteries involved in the violation was approximately 1,132,508.16 USD, with a determined illegal operating amount of 85,546.95 RMB [3][5] Violation Details - The company exported lithium thionyl chloride batteries from May 2022 to April 2024, involving 17 customs declarations [3][5] - The thionyl chloride component is listed in the national "Dual-Use Items and Technologies Export License Management Catalog," requiring an export license that the company did not submit [3][5] Compliance and Appeal Process - The company must pay the fine within 15 days of receiving the penalty notice, with a daily late fee of 3% applicable if not paid on time [3][7] - The company has the right to appeal the decision within 60 days to Shanghai Customs or file a lawsuit within six months to the Shanghai Second Intermediate People's Court [3][7] Company Background - Wuhan Zhongyuan Yangtze Technology Development Co., Ltd. is part of China Electronics Corporation and has a long history in the development and production of physical and chemical power sources, being one of the pioneers in lithium battery research and production in China [10]

Core Insights - The article highlights the recent IPO activities of companies founded by alumni of South China University of Technology (SCUT), emphasizing their significant contributions to the technology and investment landscape in China [1][10]. Group 1: Recent IPOs - Huizhou EVE Energy Co., Ltd. plans to issue H-shares and list on the Hong Kong Stock Exchange, while Stone Technology, valued at nearly 40 billion yuan, also announces its IPO in Hong Kong [1][8]. - Notable alumni from SCUT, including Liu Jincheng of EVE Energy and Chang Jing of Stone Technology, are leading these IPOs, showcasing the university's influence in the tech sector [1][7]. Group 2: Company Profiles - Stone Technology, founded by Chang Jing, has evolved from a mobile internet product manager to a key player in the smart home market, launching its first product, the "Mijia Robot Vacuum," in 2016 [6][7]. - EVE Energy, under Liu Jincheng's leadership, has seen rapid growth since its establishment, with projected revenues of 48.6 billion yuan and a net profit exceeding 4 billion yuan for 2024, ranking ninth globally in power battery market share [7][8]. Group 3: SCUT's Influence - SCUT is recognized as a "cradle of engineers" and has produced over 200 founders and leaders of listed companies, significantly impacting various industries, particularly in new energy and technology [14][12]. - The university's alumni network is instrumental in fostering entrepreneurship, with many graduates successfully launching companies in the automotive and energy sectors, including notable figures like Zeng Yuqun of CATL [11][14]. Group 4: Future Prospects - Several other SCUT alumni-led companies are preparing for IPOs, including Yujian Xiaomian and Guanghe Technology, indicating a growing trend of SCUT graduates entering the public market [12][13]. - The university's emphasis on interdisciplinary education and research in emerging fields like AI and new materials positions its graduates for continued success in the evolving tech landscape [16][15].

Core Viewpoint - EVE Energy is pursuing an H-share listing in Hong Kong to enhance its capital strength, competitiveness, and international brand image, similar to CATL's strategy for international expansion [1]. Financial Performance - In 2024, EVE Energy is projected to achieve revenue of 48.615 billion, a slight decrease of 0.35% year-on-year, with a gross margin of 17.14%. The net profit, excluding non-recurring gains and losses, is expected to be 3.162 billion, reflecting a growth of 14.76% year-on-year [1]. - The revenue from energy storage batteries is anticipated to be 19.027 billion, up 16.44% year-on-year, while revenue from power batteries is expected to decline by 20.08% to 19.167 billion, with gross margins of 14.72% and 14.21%, respectively [1]. Shipment and Market Position - In 2024, EVE Energy's energy storage battery shipment is expected to reach 50.45 GWh, marking a significant increase of 91.90% year-on-year, securing the second position globally. Power battery shipments are projected at 30.29 GWh, a growth of 7.87% year-on-year, with a 12.15% market share in the domestic commercial vehicle battery sector, also ranking second [2]. - The company has achieved notable growth in consumer battery segments, with significant increases in the shipment of lithium thionyl chloride batteries and battery capacitors, as well as a monthly production surpassing 10 million units in cylindrical batteries [2]. Research and Development Focus - EVE Energy is focusing on several key R&D projects, including batteries for eVTOL aircraft, humanoid robots, medical applications, all-solid-state batteries, sodium-ion batteries, and new generation smart battery technologies [2]. - The company is advancing in the solid-state battery sector, planning to launch high-power, high-environmental-resistance, and absolutely safe all-solid-state batteries by 2026, and a 400 Wh/kg high-energy-density version by 2028 [2]. Production Capacity and Expansion - By 2025, EVE Energy's global production capacity is expected to exceed 400 GWh, with major bases located in various regions including Hubei, Guangdong, Sichuan, Yunnan, Liaoning, Jiangsu, and Qinghai [3]. - The company is also establishing overseas production facilities, including a 20 GWh cell factory for BMW in Europe and a joint venture factory in the U.S. with Cummins, along with a cylindrical battery production line in Malaysia expected to reach 680 million units annually by early 2025 [3].