资金流向方面，8月26日主力资金净流出4906.71万元，占流通市值的1.01%。近五个交易日累计主力资 金净流出10098.85万元，占流通市值的2.08%。 风险提示：股市有风险，投资需谨慎。 科恒股份所属行业涉及电池、广东板块、钙钛矿电池、固态电池等领域。公司主营业务包括锂离子电池 正极材料、稀土发光材料等产品的研发、生产和销售。 8月26日盘中数据显示，科恒股份在早盘时段出现快速回调，5分钟内跌幅超过2%。截至9点35分，股价 报17.83元，成交4864.06万元。 截至2025年8月26日15时30分，科恒股份股价报17.72元，较前一交易日下跌0.45元，跌幅2.48%。当日 成交量为221898手，成交金额3.97亿元，换手率为8.11%。 ...

8月25日，振华新材涨0.91%，成交额1.98亿元。两融数据显示，当日振华新材获融资买入额3782.49万 元，融资偿还4026.91万元，融资净买入-244.42万元。截至8月25日，振华新材融资融券余额合计2.79亿 元。 融资方面，振华新材当日融资买入3782.49万元。当前融资余额2.79亿元，占流通市值的3.52%，融资余 额超过近一年90%分位水平，处于高位。 机构持仓方面，截止2025年6月30日，振华新材十大流通股东中，香港中央结算有限公司位居第十大流 通股东，持股587.67万股，为新进股东。 责任编辑：小浪快报 资料显示，贵州振华新材料股份有限公司位于贵州省贵阳市白云区高跨路1号，成立日期2004年4月26 日，上市日期2021年9月14日，公司主营业务涉及锂离子电池正极材料的研发、生产及销售。主营业务 收入构成为：正极材料98.17%，其他(补充)1.83%。 截至6月30日，振华新材股东户数1.79万，较上期增加26.50%；人均流通股28494股，较上期减少 20.95%。2025年1月-6月，振华新材实现营业收入7.13亿元，同比减少26.69%；归母净利润-2.17亿元， 同比 ...

每经AI快讯，湖南裕能（SZ 301358，收盘价：34.98元）8月25日晚间发布公告称，公司第二届第十五 次董事会会议于2025年8月25日以通讯表决的方式召开。会议审议了《2025年半年度报告及其摘要》等 文件。 2024年1至12月份，湖南裕能的营业收入构成为：锂离子电池正极材料业务占比98.3%，其他业务占比 1.7%。 每经头条（nbdtoutiao）——租下2.5万亩"试验田"，兽医学博士在非洲种粮：首季亩产250斤，打算扩至 10万亩，月薪1~2万元招人 （记者 张喜威） ...

Group 1 - The company, Fengyuan Co., primarily engages in the business of lithium-ion battery cathode materials and oxalic acid, and it does not currently involve in battery production [2]

Core Viewpoint - The stock price of Xiamen Tungsten New Energy fell by 4.20% to 50.37 yuan on July 30, with a trading volume of 352 million yuan, indicating market volatility and investor sentiment [1] Company Performance - Xiamen Tungsten New Energy specializes in the research, production, and sales of lithium-ion battery cathode materials, which are widely used in the fields of new energy vehicles, energy storage, and consumer electronics [1] - The company's preliminary performance report for the first half of 2025 shows a revenue of 7.534 billion yuan, representing a year-on-year growth of 18.04%, and a net profit of 307 million yuan, reflecting a year-on-year increase of 27.76% [1] Market Activity - On July 30, the net outflow of main funds from the company amounted to 2.9381 million yuan, suggesting a potential shift in investor interest [1]

Investment Overview - Hunan Youneng New Energy Battery Materials Co., Ltd. has approved an investment to establish a project company in Malaysia for the production of lithium battery cathode materials with an annual capacity of 90,000 tons [2][3] - The total investment for the project is approximately 560 million Malaysian Ringgit, equivalent to about 950 million RMB [2][4] - The investment will be funded through self-owned and self-raised funds [4] Project Details - The project company will be named Youneng International (Malaysia) New Energy Battery Materials Co., Ltd., registered in Seremban, Negeri Sembilan, Malaysia [3] - The investment company, Yuneng International (SGP) Development PTE. LTD., will be established in Singapore and will hold 100% of the shares in the Malaysian project company [3] Strategic Rationale - The investment aligns with the growing global demand for new energy vehicles and energy storage, particularly in the ASEAN region, which is experiencing rapid development in renewable energy and electric vehicle industries [4] - The project aims to reduce international trade friction risks and enhance the company's global market share and competitiveness [4][5] Approval Process - The investment requires approval from relevant domestic and foreign regulatory bodies, including those in China, Singapore, and Malaysia [2][5]

General Provisions - The company aims to establish a modern enterprise system, regulate its organization and behavior, and promote the preservation and appreciation of state-owned capital [1][2] - The company is registered in Guizhou Province with a registered capital of RMB 508,784,205 [2][3] - The company was approved by the China Securities Regulatory Commission for its initial public offering on August 3, 2021 [2][3] Business Objectives and Scope - The company's business objective is to utilize favorable factors for legal operations, expand domestic and international markets, and enhance competitiveness to provide good economic returns to shareholders [4] - The business scope includes the production of lithium-ion battery anode materials, cathode materials, separator materials, and electronic new materials [4] Shares - The company's shares are issued in the form of stocks, with a par value of RMB 1 per share [5][6] - The total number of shares issued is 508,740,205, all of which are ordinary shares [6][7] Shareholder Rights and Responsibilities - Shareholders have the right to receive dividends and participate in decision-making processes, including the right to request meetings and propose agenda items [11][12] - Shareholders are obligated to comply with laws and regulations, pay for their subscribed shares, and not misuse their rights to harm the company or other shareholders [16][40] Shareholder Meetings - The company holds annual and temporary shareholder meetings, with the annual meeting required to be held within six months after the end of the previous fiscal year [49] - Shareholder meetings can be convened by the board of directors or at the request of shareholders holding more than 10% of the shares [53][55] Voting and Resolutions - Resolutions at shareholder meetings can be ordinary or special, with ordinary resolutions requiring a simple majority and special resolutions requiring two-thirds approval [81][83] - Matters requiring special resolutions include changes to registered capital, mergers, and amendments to the articles of association [83]

Industry Overview - Solid-state batteries are becoming the core direction of next-generation battery technology due to their high energy density, safety, and longevity [1] - The industry is experiencing a revolution driven by policy support and technological iteration, with global automakers and battery companies competing for positioning [1] Policy Support and Industry Events - In April 2025, the Ministry of Industry and Information Technology issued a plan to establish a "Standard System for All-Solid-State Batteries," with a prior investment of 6 billion in dedicated R&D funds [3] - A mid-term review of the project is expected by the end of 2025, focusing on manufacturing challenges, with a critical period for pilot production anticipated in 2025-2026 [3] - The 5th China International Solid-State Battery Technology Conference was held on June 19-20, 2025 [3] Technological Developments - The first "Lithium Sulfide and Sulfide Solid-State Battery Forum" will be held on June 25, focusing on material innovation and process optimization [4] - Solid-state batteries are accelerating from laboratory development to mass production, becoming core power sources in electric vehicles, energy storage systems, and humanoid robots [5] Investment Opportunities - The solid-state battery sector is poised for significant growth, with potential for stocks to increase by 10 to 20 times [6] - Five companies identified as key players in the solid-state battery market include: - Rongbai Technology: Focused on high-nickel ternary cathode materials, collaborating with leading battery companies [8] - Dingsheng Technology: Specializes in lithium-ion battery cathode materials, serving major clients like Samsung SDI and LG Chem [8] - Xiamen Tungsten: Engaged in lithium-ion battery cathode materials and actively developing solid-state battery materials [8] - Zhongke Electric: Focused on anode materials, particularly silicon-based anodes, with over 60% market share [8] - A company identified as Huawei's first solid-state battery partner, specializing in sulfide solid-state battery technology, expected to achieve mass production by 2025 [9]

Core Viewpoint - Hubei Province's Ezhou City is accelerating the construction of a distinctive "3+2+6" modern industrial system, leveraging the "Wuhan-Ezhou integration" strategy and the advantages of Huahu Airport as an international logistics hub [1][13]. Group 1: Modern Industrial System - The "3+2+6" modern industrial system consists of three pillar industries: optoelectronic information, high-end equipment manufacturing, and life health industries [1][13]. - The two characteristic industries are the air economy and modern service industries [1][13]. - The six future industries include low-altitude economy, artificial intelligence, new materials, green energy, digital manufacturing, and biological breeding [1][13]. Group 2: Economic Performance - Ezhou's GDP is projected to reach 134.13 billion yuan in 2024, with a year-on-year growth of 6.5% [4]. - The tertiary industry leads growth with an added value of 65.65 billion yuan, growing at 7.4% [4]. - The secondary industry added value is 56.82 billion yuan, growing at 6.3%, with high-tech industries contributing significantly [4]. Group 3: Industrial Upgrading - Ezhou is transitioning from a traditional industrial city to a modern industrial powerhouse, with industrial output value growing by 7.7% year-on-year [6]. - Key industries such as optoelectronic information, high-end equipment manufacturing, and life health have seen output growth rates of 45.5%, 20.3%, and 8.8%, respectively [6]. - The city is fostering innovation, with significant projects like YTO Express headquarters and Tongnuo Electronics Phase II underway [6]. Group 4: Technological Innovation - Ezhou is focusing on integrating technological innovation with industrial upgrading, with a notable increase in technology transaction volume, which surpassed 10.5 billion yuan, growing by 40% [8]. - The city has established 400 high-tech enterprises and achieved breakthroughs in core technologies [8]. - The Huahu Airport has filed 62 intellectual property applications, enhancing its innovation capabilities [8]. Group 5: Policy Framework - The central government has established "developing new quality productive forces" as a national strategy, which Ezhou is implementing through various local policies [10]. - Ezhou has introduced several policies to support high-tech industrial development and promote the growth of specialized small and medium enterprises [10][11]. - The city aims to achieve an annual growth of 12% in R&D expenditure by 2029, with a focus on future industries [11][10]. Group 6: Future Development Trends - Ezhou is expected to see cluster and high-end development of emerging industries, particularly in optoelectronic information and high-end equipment manufacturing [21][22]. - The city is enhancing its innovation ecosystem by establishing numerous innovation platforms and collaborating with prestigious institutions [23]. - Ezhou is committed to green and low-carbon transformation, promoting sustainable practices in traditional industries [24].

图/贵州大龙开发区 据贵州大龙开发区消息，近日，贵州嘉尚新能源材料有限公司年产25万吨锂离子电池正极材料 产业园项目二期建设现场，40余名工人正紧张有序地忙着外墙涂料、测量安装、设备基础预 埋、室内地平浇筑和打磨抛光等工作，施工场景一派火热。 据悉，贵州大龙年产25万吨锂离子电池正极材料产业园项目总投资25亿元，主要建设年产10万 吨锰酸锂正极材料生产线、4万吨三元正极材料生产线、1万吨钴酸锂正极材料生产线、10万吨 磷酸铁锂正极材料生产线及相关配套设施，分两期进行。 该项目二期为年产10万吨磷酸铁锂正 极材料生产线及相关配套设施，内容包括1号厂房、废水处理站、水泵房等，建成投产后可吸 纳100余人就业。 （ 来源：海融网 ） 1、 宁德时代成立11家新公司！ 2、 180亿电池项目开工 4、 第七届起点钠电论坛3月28日深圳举办 深圳市联鹏智能装备 科技有限公司 深圳市联鹏智能装备科技有限公司作为中国新能源设备研发制造新势力，它 的快速崛起,源于盛世中国的政通人和,源于众多客户的信任、理解与支持,源 于集团公司"联得装备"（股票代码：300545）在智能显示、半导体等高速、高精 度智能装备二十六年研发制造经 ...