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：企业公告 根据公告， 该公司将" 3 万吨六氟磷酸锂、 6000 吨高纯氟化锂等新型电解质锂盐及一体化配套项目"达到预定 可使用状态日期由 2025 年 12 月延期至 2026 年 12 月，延期一年。 公告还显示，该项目拟投入募投资金 87,579.30 万元。截至 11 月底，已经投入募投资金 69,769.21 万元，投 资进度为 79.66% 。 对于延期原因，该公司则称，结合客户需求、市场环境和发展规划审慎评估，对募投项目建设实施动态控制，在 满足当前公司生产的基础上，合理控制产能扩张和募集资金使用节奏，保障募投项目的建设质量与预期效果，实 现资源的合理高效配置，因此募集资金投资项目的实际投资进度与原计划投资进度存在一定差异。 2025-2029年中国三元材料市场运行趋势及竞争策略研究报告 2025-2029年中国磷酸铁锂市场运行趋势及竞争策略研究报告 2025-2029年中国碳酸锂市场运行趋势及竞争策略研究报告 2025-2029年全球负极材料市场运行趋势及竞争策略研究报告 2025-2029年 ...

项目实施主体及地点曾有调整，其中"6000吨高纯氟化锂"相关建设已调整至全资子公司江西天际新能源科技有限公司实施，实施 地点新增江西省九江市瑞昌市。截至2025年11月30日，该项目已累计投入募集资金6.98亿元，投资进度达79.66%；尚未使用的募 集资金为1.86亿元（含利息、现金管理收益扣除手续费净额），其中1.75亿元用于暂时补充流动资金，剩余1111.78万元存放于募 集资金专用账户。 对于本次延期，天际股份表示，公司结合客户需求、市场环境和发展规划进行了审慎评估，为保障项目建设质量与预期效果，实 现资源合理高效配置，对项目建设实施动态控制，在满足当前生产需求的基础上，合理控制产能扩张和募集资金使用节奏，导致 实际投资进度与原计划存在差异。 12月12日，天际股份发布公告，公司审议通过《关于募投项目延期的议案》。在不改变项目实施主体、建设内容、募集资金用途 及投资规模的前提下，公司将"3万吨六氟磷酸锂、6000吨高纯氟化锂等新型电解质锂盐及一体化配套项目"的预定可使用状态日 期从2025年12月延期至2026年12月。 据悉，天际股份此前经中国证券监督管理委员会核准，向特定对象发行股票募集资金总额约 ...

Core Viewpoint - Tianji Co., Ltd. (002759.SZ) has approved a proposal to use part of the raised funds to increase capital in its subsidiary for the implementation of a fundraising project, which includes the production of lithium salts and integrated supporting projects [1] Group 1: Fundraising Project Details - The fundraising project involves the production of 30,000 tons of lithium hexafluorophosphate and 6,000 tons of high-purity lithium fluoride [1] - The implementation entity for the project includes the wholly-owned subsidiary Jiangsu Xintai Material Technology Co., Ltd. and its controlling subsidiary Jiangsu Tairui Lanteng Material Technology Co., Ltd. [1] Group 2: Capital Increase and Investment - The company plans to use 150 million yuan to pay in registered capital for Tairui Lanteng, facilitating the completion of the second phase of the fundraising project [1] - The investment constitutes a related party transaction with Tairui Lanteng's minority shareholder, Jiangsu Ruitai New Energy Materials Co., Ltd. [1] - The proposal has been reviewed and approved by the independent directors of the fifth board of directors in a special meeting [1]

Group 1 - The company Tianji Co., Ltd. has commenced trial production of 6,000 tons of high-purity lithium fluoride starting from February 2025, and the process is currently proceeding smoothly [2] - The company adjusts prices for long-term contracts periodically, while spot market prices are adjusted based on market conditions [2]

Core Viewpoint - The company has provided updates on its lithium hexafluorophosphate production capacity and project progress, indicating a cautious approach to capital deployment and market adaptation [2]. Group 1: Production Capacity - The company's current production capacity for lithium hexafluorophosphate is 37,000 tons per year [2]. - The first phase of the fundraising project, which involves 15,000 tons of lithium hexafluorophosphate, has already reached production [2]. Group 2: Project Progress - The second phase of the project, including the construction of the factory and utilities, has been completed, but equipment procurement is still pending [2]. - The company plans to use the raised funds cautiously based on actual operational conditions, market changes, and customer demand [2]. Group 3: High-Purity Lithium Fluoride - The 6,000 tons of high-purity lithium fluoride began trial production in February 2025 and is progressing smoothly [2]. - Pricing for long-term contracts is adjusted periodically by manufacturers, while spot prices are adjusted according to market conditions [2].

Core Viewpoint - The company is progressing with its lithium hexafluorophosphate projects, with specific timelines for production commencement in different locations [1] Group 1: Project Updates - The company has a project for 30,000 tons of lithium hexafluorophosphate and 6,000 tons of high-purity lithium fluoride, which are being constructed by Jiangsu Tairui Lanteng Material Technology Co., Ltd. and Jiangxi Tianji New Energy Technology Co., Ltd. respectively [1] - The first phase of the 15,000 tons lithium hexafluorophosphate project by Jiangsu Tairui Lanteng Material Technology Co., Ltd. began trial production in August 2024 [1] - The 6,000 tons lithium fluoride project by Jiangxi Tianji New Energy Technology Co., Ltd. is set to begin trial production in February 2025 [1]

Production Capacity and Financial Performance - The current production capacity of lithium hexafluorophosphate is 37,000 tons per year [1] - The company expects to maintain full production capacity in the second half of the year due to low inventory and high market demand [1][2] - The third quarter's financial performance is still being calculated, with specific details to be disclosed in the upcoming quarterly report [2] Market Conditions and Pricing - All three lithium hexafluorophosphate plants are operating at full capacity, with low inventory levels leading to price increases [2] - The company is actively working on the industrialization of lithium sulfide materials, which can be used as solid-state battery electrolytes [2][4] Strategic Initiatives and Future Plans - The company has initiated trial production of a 6,000 tons per year high-purity lithium fluoride project, which is expected to reduce production costs for lithium hexafluorophosphate [2][3] - The company possesses the technology to produce sodium hexafluorophosphate and may consider production based on market conditions [3] - The company has obtained patents for lithium sulfide materials and is exploring solid-state battery production, with potential production capacity reaching 3,000 tons per year by 2030 [4]

Group 1 - The company Tianji Co., Ltd. has stated that its lithium hexafluorophosphate production line is currently operating at full capacity [2] - As of June 30, 2025, the company's lithium hexafluorophosphate production capacity is projected to reach 37,000 tons per year [2] - The company has initiated trial production of its 6,000-ton high-purity lithium fluoride project, which is being developed in two phases; the first phase is already operational while the second phase is still under construction [2] Group 2 - The project will transition the company's main raw material, lithium fluoride, from being fully sourced externally to a mix of self-produced and externally sourced, enhancing supply security and stability [2] - The company is advancing the industrialization of its authorized lithium sulfide material patent technology, noting that while solid-state battery costs remain high, non-solid-state batteries still hold certain advantages [2] Group 3 - In the first half of the year, the company reported operating revenue of 1.068 billion yuan [2] - The net profit attributable to shareholders was -52.36 million yuan, representing a year-on-year increase of 59% [2] - The net profit excluding non-recurring gains and losses was -56.39 million yuan, reflecting a year-on-year increase of 56.04% [2]

Group 1 - The company Tianji Co., Ltd. has commenced trial production of its 6000-ton high-purity lithium fluoride project as of September 11 [1] - The fundraising project is divided into two phases, with the first phase already in production and the second phase still under construction [1]

Core Points - The company, Tianji New Energy Technology Co., Ltd., has released its 2025 semi-annual report, which includes financial results and future development plans [1] - The board of directors and the supervisory board have unanimously approved the semi-annual report and the special report on the use of raised funds [10][20] - The company has not distributed cash dividends or bonus shares during the reporting period [3] Group 1: Company Overview - Tianji New Energy Technology Co., Ltd. is engaged in the production and development of new energy technologies [2] - The company has not experienced any changes in its controlling shareholder or actual controller during the reporting period [5][6] Group 2: Financial Data and Fund Management - The company raised a total of approximately 895 million RMB through the issuance of 96,030,038 shares at a price of 9.32 RMB per share [22] - As of June 30, 2025, the company has utilized approximately 694 million RMB of the raised funds, leaving a balance of about 182 million RMB [23] - The company has established special accounts for the management of raised funds in various banks to ensure proper usage and compliance with regulations [24][25] Group 3: Fund Usage and Investment Projects - The company has pre-invested approximately 390 million RMB in projects using self-raised funds, which have been replaced with raised funds as approved by the board [27] - The company has temporarily used 114 million RMB of idle raised funds to supplement working capital, with a usage period not exceeding 12 months [29] - The company has also engaged in cash management with idle raised funds, amounting to 339 million RMB, with a total return of approximately 2.43 million RMB from cash management products [29] Group 4: Project Adjustments - The company has postponed the completion date for a lithium salt project from December 2024 to December 2025 due to market conditions [30] - The company has added a new implementation entity and location for the lithium salt project, which will not affect the project's content or funding usage [31]