□ 通讯员 张鼎 宁新匡 本报记者 张莎沙 蔡志明 元旦过后，走进位于淮安的庆鼎精密电子公司，新厂区建设正快马加鞭推进。2025年总投资80亿元的鹏 鼎控股（002938）AI芯片配套线路板扩建项目开工，标志着这家2006年落户的企业累计在淮投资已达 270亿元，年产值跃升至超150亿元。 坚定项目为王，淮安矢志不渝抓产业、强工业，引建一大批真金白银的优质项目，形成有较强竞争力、 影响力、支撑力的先进制造业集群。目前，全市先进制造业集群产值占规上工业比重78.1%、较"十三 五"末提升23.1个百分点，百亿企业、千亿产业相继取得新突破，为发展创造了优势、奠定了胜势。 "我们要一锤接着一锤敲，持续加快新型工业化进程，更好支撑淮安综合实力、发展韧劲攀升，确保'十 五五'开局良好、全省贡献度持续提升，在服务融入全国统一大市场、长三角一体化发展中赢得更大发 展。"淮安市委书记史志军说。 2021年，中天新材料以202亿元投资，在淮安规划建设"全球规模最大的超高强精品钢帘线基地"。在淮5 年，中天新材料建起一座世界领先的钢帘线产业园，如今6座工厂已有4座顺利建成投产。企业负责人 用"极致真诚""极致担当""极致服务"三 ...

Group 1 - The company has engaged in the lithium battery electrolyte additive project through its subsidiary, Furui New Energy, which has been operational since 2022 [2] - The company is open to exploring further projects in the new energy sector in the future, with announcements to be made as developments occur [2]

12月31日，华盛锂电涨1.18%，截至发稿，报118.48元/股，成交3.72亿元，换手率2.69%，总市值188.98 亿元。 资料显示，江苏华盛锂电材料股份有限公司位于江苏扬子江国际化学工业园德盛路1号，成立日期1997 年8月4日，上市日期2022年7月13日，公司主营业务涉及专注于锂电池电解液添加剂的研发、生产和销 售。主营业务收入构成为：VC67.54%，FEC27.01%，其他5.44%。 从基金十大重仓股角度 数据显示，天治基金旗下1只基金重仓华盛锂电。天治研究驱动混合A（350009）三季度持有股数1.14万 股，占基金净值比例为2.26%，位居第二大重仓股。根据测算，今日浮盈赚取约1.57万元。 天治研究驱动混合A（350009）成立日期2011年12月28日，最新规模2115.48万。今年以来收益8.36%， 同类排名6061/8085；近一年收益6.55%，同类排名6277/8085；成立以来收益189.94%。 天治研究驱动混合A（350009）基金经理为梁莉。 截至发稿，梁莉累计任职时间4年262天，现任基金资产总规模6431.4万元，任职期间最佳基金回报 25.34%， 任职期间 ...

Core Viewpoint - *ST Asia Pacific (000691.SZ) has disclosed a restructuring plan aimed at resolving over 338 million yuan in debt through a combination of capital reserve conversion to share capital and the introduction of restructuring investors [1] Group 1: Restructuring Plan - The company plans to convert its existing total share capital of 323 million shares at a ratio of 5 shares for every 10 shares, resulting in an increase of 162 million shares [1] - The newly issued shares will not be allocated to existing shareholders but will be fully subscribed by restructuring investors [1] - Beijing Xingjian, the industrial investor, will acquire 75 million shares at 2.4 yuan per share, while strategic investor Lanzhou Financial Holdings will acquire 23.2754 million shares at the same price [1] Group 2: Financial Contributions - The restructuring investors will inject a total of 404 million yuan to support the company's business transformation [1] - A deposit of 73 million yuan has been donated by the restructuring investors to alleviate the company's liquidity pressure [1] - The debt repayment plan indicates that secured creditors will receive full cash repayment within the assessed value of the collateral, while ordinary creditors will have a tiered repayment scheme [1] Group 3: Business Transformation - Post-restructuring, the company aims to leverage the technological advantages of the industrial investor in the military guidance field to gradually introduce smart devices and navigation systems [1] - The company plans to optimize the product structure of its subsidiary, Lingang Yanuo, and extend into the new energy sector, specifically lithium battery electrolyte additives [1] - The company anticipates that its net assets will turn positive after the restructuring is completed [1]

Group 1 - The company has confirmed that its lithium battery electrolyte additive products, including VC and FEC, are primarily supplied to downstream electrolyte manufacturers such as Tianqi Materials and Xinzhou Bang [2] - The company's products enter the lithium battery supply chain through these downstream clients and are ultimately used by lithium battery producers, including CATL [2] - Specific customer certifications and supply relationships are subject to commercial agreements between the company and its partners, and the company adheres to information disclosure regulations [2]

Core Viewpoint - The company, Fuxiang Pharmaceutical, is involved in the production of lithium battery electrolyte additives, primarily including VC and FEC, with key customers being Tianqi Materials and New Zobang [1] Group 1: Product and Customer Overview - The company's lithium battery electrolyte additives are essential components that enter the lithium battery supply chain through downstream customers [1] - Major applications of the company's products are in lithium battery production, including manufacturers like CATL [1] Group 2: Disclosure and Compliance - The company adheres to information disclosure regulations regarding specific customer certifications and supply relationships, which are governed by commercial agreements with partners [1]

Group 1 - The core point of the article is that Fuxiang Pharmaceutical announced a board meeting to discuss the authorization for the first phase of the stock option incentive plan [1] - For the year 2024, Fuxiang Pharmaceutical's revenue composition is as follows: 77.94% from pharmaceutical manufacturing, 21.45% from lithium battery electrolyte additives, and 0.61% from CDMO [1] - As of the report, Fuxiang Pharmaceutical has a market capitalization of 8.8 billion yuan [1]

Core Viewpoint - Fuxiang Pharmaceutical has established a production capacity of 8,000 tons of Vinyl Carbonate (VC) and approximately 4,000 tons of Fluorinated Ethylene Carbonate (FEC) annually, with stable operations and a projected 28% year-on-year increase in lithium battery electrolyte additive shipments for 2024 [2] Group 1 - The company has achieved a scalable production capacity of 8,000 tons for VC and about 4,000 tons for FEC [2] - Monthly production will be adjusted based on market demand and customer orders [2] - The production lines are currently operating stably [2] Group 2 - The expected shipment volume for lithium battery electrolyte additives in 2024 is 6,525 tons, reflecting a 28% increase compared to the previous year [2]

Core Viewpoint - The company, Aoke Co., Ltd. (300082.SZ), has signed a strategic cooperation framework agreement with Suzhou Qitian New Materials Co., Ltd. to enhance its core competitiveness in the lithium battery new materials sector [1] Group 1: Strategic Cooperation - The agreement focuses on the development of epoxy ethane-derived lithium battery electrolyte additive [1] - Aoke will act as the core supplier of ethylene sulfite (ES) for Suzhou Qitian, ensuring the supply volume as per the annual contract plan [1] - Specific procurement prices and quantities will be determined through a separate annual procurement agreement among Aoke, Suzhou Qitian, and Changshu Chemical Light Industry Co., Ltd. [1] Group 2: Technical Collaboration - The cooperation will enhance technical exchanges and collaboration in lithium battery electrolyte additives [1] - There will be a focus on quality control standards for ethylene sulfite (ES) and the technical development of sulfite (DTD) [1] - Future technical cooperation projects will be formalized through independent technical cooperation and confidentiality agreements [1]

Core Viewpoint - The company has established a production capacity of 8,000 tons of Vinyl Carbonate (VC) and approximately 4,000 tons of Fluorinated Ethylene Carbonate (FEC) annually, with actual monthly production depending on market demand and customer orders [2]. Group 1 - The current annual production capacity for VC is 8,000 tons [2]. - The current annual production capacity for FEC is approximately 4,000 tons [2]. - The actual monthly production will be adjusted based on market demand and customer orders [2]. Group 2 - In 2024, the company's shipment volume for lithium battery electrolyte additives is expected to reach 6,525 tons, representing a year-on-year growth of 28% [2].