关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源： 邳州发布 "徐州发布"消息显示，国庆期间，邳州经开区诺纳新材料项目建设现场一片繁忙，建设者们坚守一线，为这一重大产 业项目建成投产作最后冲刺。 会议地点： 中国·上海 会议咨询： 13248122922(微信同） END 该项目总投资18亿元，可年产20万吨锂离子电池电解液 ，规划建设储料罐区、成品仓库、复配车间等功能区域。目前 厂房主体已基本完工，正进行设备安装，总体进度达90%。为缩短工期，项目部采用"立体交叉施工法"，组织多队 伍、多模块同步施工，预计11月底进入试生产筹备阶段。 根据"邳州发布"8月报道， 江苏诺纳新材料有限公司工作人员透露："预计今年产能可达2到3万吨，明年上半年全面投 产，届时年产值有望达到15到20亿元。" 资料显示，江苏诺纳新材料有限公司成立于2023年7月13日，注册地位于江苏省徐州市邳州市江苏邳州经济开发区环 城北路北侧、沂蒙山路西侧、大晶路南侧，法定代表人为李华伟，注册资金10,000万元。 会议详情： 会议主办： 鑫椤资讯 会议时间： 2025年11月12-13日（1 ...

Core Viewpoint - Tinci Materials has officially initiated its IPO process in Hong Kong, aiming to raise funds for global expansion and enhance its international competitiveness [1][3]. Group 1: IPO Details - Tinci Materials submitted its listing application to the Hong Kong Stock Exchange on September 22, 2023, after previously terminating its GDR plan [1]. - The company plans to allocate 80% of the raised funds to support global business development, with 60% directed towards a lithium-ion battery materials project in Morocco [3]. Group 2: Financial Performance - In the first half of 2025, Tinci Materials reported a revenue of 7.03 billion yuan, a year-on-year increase of 28.97%, with a net profit of 268 million yuan, up 12.79% [3]. - Domestic revenue accounted for 95.55% of total revenue, while overseas revenue was only 4.45% [3]. Group 3: Market Strategy - The company emphasizes the importance of overseas market expansion as a key focus for future growth, particularly in light of the competitive landscape in the lithium battery industry [2][3]. - Tinci Materials aims to enhance its international brand image and governance through the IPO, which is seen as a critical step in its globalization strategy [3]. Group 4: Legal Issues - Tinci Materials is currently involved in a lawsuit against Yongtai Technology, claiming infringement of proprietary technology, which may impact its IPO process [4][5]. - The company has previously faced legal challenges related to intellectual property, highlighting the importance of IP protection in the lithium battery materials sector [5].

Group 1 - The cobalt export ban in the Democratic Republic of Congo has led to significant impacts on the global cobalt market, with major producers suspending quotes and some halting production due to raw material shortages [1] - If the cobalt export ban is extended, a substantial increase in cobalt prices is expected in the short term [1] - Companies like Luoyang Molybdenum and Hanrui Cobalt are adopting strategies to manage market changes, focusing on resource release and controlling order intake [1] Group 2 - XINWANDA's wholly-owned subsidiary, Qianhai Hongsheng, plans to establish a private equity fund in collaboration with several investment institutions, with a total subscription amount of 30 million yuan, focusing on commercial energy storage projects in China [2] - This investment reflects the company's strategic positioning in the new energy sector and is expected to provide new growth opportunities and investment returns [2] Group 3 - Fengshan Group's collaboration with Tsinghua University on a technology development contract is primarily for research purposes, with significant uncertainty regarding the commercialization of results [3] - The contract does not impact the company's main business, and the current revenue from its sodium-ion and lithium-ion battery electrolyte products is limited due to intense market competition [3] - The company is cautiously expanding into the new energy sector while maintaining focus on its traditional business, with limited contributions from the new energy segment [3]

Group 1 - The cobalt export ban from the Democratic Republic of Congo has led to significant impacts on the global cobalt market, with major producers suspending quotes and some halting production due to raw material shortages [1] - If the cobalt export ban is extended, a substantial increase in cobalt prices is expected in the short term [1] - Companies like Luoyang Molybdenum and Hanrui Cobalt are adopting strategies to manage market changes, focusing on resource release and controlling order intake [1] Group 2 - Xiwanda's wholly-owned subsidiary, Qianhai Hongsheng, plans to establish a private equity fund in collaboration with several investment institutions, with a total subscription amount of 30 million yuan, focusing on commercial energy storage projects in China [2] - This investment reflects the company's strategic positioning in the new energy sector, potentially providing new growth opportunities and investment returns [2] Group 3 - Fengshan Group has signed a technology development contract with Tsinghua University, but the development is highly uncertain and unlikely to significantly impact the company's main business or 2025 performance [3] - The company is currently focused on traditional business areas while cautiously exploring the new energy sector, facing intense competition in the market [3]

Group 1 - The company announced the early termination of the share reduction plan by shareholders and senior management [5] - Before the reduction plan, shareholder Gu Cuiyue held 1,342,800 shares (0.81% of total shares), while other key personnel held varying amounts [2] - The actual share reduction included Gu Cuiyue reducing 230,500 shares (0.14%), Vice President Shan Yongxiang reducing 313,000 shares (0.19%), and CFO Wu Hancun reducing 167,400 shares (0.10%) [3][4] Group 2 - The company signed a technical development contract with Tsinghua University for research on sodium-ion and solid-state lithium-ion battery electrolytes, with significant uncertainty regarding the outcomes [8][9] - The contract is in the early research phase and is not expected to impact the company's main business or 2025 financial performance significantly [8][10] - The main products of the company's subsidiary, Fengshan Quannuo, are sodium-ion and lithium-ion battery electrolytes, with limited revenue and intense market competition [10]

Core Viewpoint - The signing of the technology development contract with Tsinghua University is primarily for research purposes, with significant uncertainty regarding the development outcomes and their commercialization [1] Group 1: Company Impact - The technology development contract does not have an impact on the company's main business, which remains unchanged [1] - The company does not expect a significant impact on its operating performance for 2025 due to this contract [1] Group 2: Product and Market Context - The main products sold by the company's subsidiary, Fengshan Quannuo, are sodium-ion and lithium-ion battery electrolytes, which currently generate a small revenue scale [1] - The industry market for these products is highly competitive, and the company does not engage in revenue related to solid-state battery electrolyte materials [1]

Core Viewpoint - The signing of the "Technical Development Contract" with Tsinghua University is primarily for research purposes, with significant uncertainty regarding the development outcomes and their commercialization [1] Group 1: Company Impact - The technical development contract does not have an impact on the company's main business operations, which remain unchanged [1] - The company does not expect any significant effect on its operating performance for the year 2025 due to this contract [1] Group 2: Product and Market Context - The main products sold by the company's subsidiary, Fengshan Quannuo, are sodium-ion and lithium-ion battery electrolytes, which currently generate a small revenue scale [1] - The industry market for these products is highly competitive, and the company does not engage in revenue related to solid-state battery electrolyte materials [1]

Core Viewpoint - The signing of the supplementary announcement regarding the "Technical Development Contract" with Tsinghua University is primarily for research purposes, with significant uncertainty regarding the development outcomes and their commercialization [1] Company Summary - The technical development contract does not impact the company's main business, which remains unchanged and will not significantly affect the operating performance in 2025 [1] - The company's subsidiary, Fengshan Quannuo, currently has a small revenue scale from its main products, sodium-ion and lithium-ion battery electrolytes, in a highly competitive market [1] - The company does not engage in revenue related to solid-state battery electrolyte materials [1]

Core Viewpoint - The company, Xinzhou Bang, emphasizes its strong reputation in the electrolyte field due to over 20 years of technological innovation, stable supply assurance, and rigorous quality systems [1] Group 1: Company Strategy - The company is actively implementing a global and integrated industrial chain layout, with the Poland lithium-ion battery electrolyte project being a key initiative for its overseas strategic expansion [1] - Since its successful production start in 2023, the Poland facility has achieved localized supply of electrolytes in Europe and established long-term stable partnerships with many high-quality overseas customers [1] Group 2: Future Outlook - The company plans to continue deepening its international layout and actively expand its global market presence, aiming to provide high-quality products and services to its customers [1]

格隆汇9月18日丨瑞泰新材(301238.SZ)在互动平台表示，公司主要产品包含锂离子电池电解液、锂离子 电池电解液添加剂、超电产品、光学材料、硅烷偶联剂等，其中锂离子电池电解液及其添加剂都属于锂 离子电池材料。从公开信息看，公司部分客户已明确表示其电池产品可应用于人型机器人。 ...