资料显示，2015年，大富科技围绕消费电子行业上下游进行投资，与内蒙古瑞盛新能源有限公司（以下简称"瑞盛新能源"）及其实际控制人 张彬签署了《投资总协议》，大富科技与瑞盛新能源合资成立大盛石墨，共同开展石墨烯等石墨应用的产品与项目的研发、生产和销售等。大 富科技以6亿元现金出资，持有大盛石墨49%股权。 据悉，大盛石墨主营天然石墨深加工，核心产品包括高纯石墨、可膨胀石墨、导电剂、锂离子电池负极材料及石墨化加工服务，下游覆盖冶 金、化工、电子、新能源电池、密封散热等领域。 往 期 回 顾 | 01 | ｜ | 融捷能源：下一代储能电芯技术，向大容量、高效率、长循环演进 | | --- | --- | --- | | 02 | ｜ | 先导智能：破界·精工 定义全固态电池量产新标准 | | 03 | ｜ | 德赛电池：主动安全-重新定义能源安全范式-基于实时感知与智能响应的下一代技 | | | 术方案 | | | 04 | ｜ | 清陶云能：瓦特和比特——AI时代绿色数据中心的储能电池需求 | 12月18日，大富科技发布公告称，公司董事会此前于10月审议通过了《关于拟挂牌出售乌兰察布市大盛石墨新材料股份有限公司4 ...

12月18日晚间，大富科技（300134）公告，公司于2025年10月27日召开董事会审议通过了《关于拟挂牌出售乌兰察布市大盛石墨新材料股份有限公司49% 股权的议案》，同意挂牌出售所持大盛石墨49%的股权。本次交易的底价将以评估值为基础，公司将以2.06亿元的底价正式挂牌转让大盛石墨49%股权。 本次交易通过公开挂牌方式进行，股权转让事项的受让方、最终交易价格及交易的结果尚存在不确定性。 据悉，2015年，大富科技与内蒙古瑞盛新能源有限公司合资成立乌兰察布市大盛石墨新材料股份有限公司(以下简称"大盛石墨")，共同开展石墨烯等石墨 应用的产品与项目的研发、生产和销售等。公司以6亿元现金出资，持有大盛石墨49%股权。 大盛石墨股东全部权益账面值3.84亿元，评估值4.19亿元，增值率9.27%。上述资产评估已经蚌埠市国资委核准批复。 资料显示，大盛石墨主营天然石墨深加工，核心产品包括高纯石墨、可膨胀石墨、导电剂、锂离子电池负极材料及石墨化加工服务，下游覆盖冶金、化 工、电子、新能源电池、密封散热等领域。 经查询大盛石墨2016年至2024年审计报告，自2016年起，大盛石墨持续多年亏损，2021年及2022年受 ...

大富科技（300134）(300134.SZ)公告，公司董事会此前于2025年10月27日审议通过了《关于拟挂牌出 售乌兰察布市大盛石墨新材料股份有限公司49%股权的议案》。截至目前，大盛石墨的审计、评估工作 已经完成。本次交易的底价将以评估值为基础，根据评估报告的评估结果，公司将以2.06亿元的底价正 式挂牌转让大盛石墨49%股权。 公告显示，大盛石墨主营天然石墨深加工，核心产品包括高纯石墨、可膨胀石墨、导电剂、锂离子电池 负极材料及石墨化加工服务，下游覆盖冶金、化工、电子、新能源电池、密封散热等领域。公司本次转 让大盛石墨49%股权，是为了进一步响应公司剥离低效资产、加快流动性收回的经营规划，有利于进一 步优化资源配置、夯实基础、聚焦主业。 ...

公告显示，大盛石墨主营天然石墨深加工，核心产品包括高纯石墨、可膨胀石墨、导电剂、锂离子电池 负极材料及石墨化加工服务，下游覆盖冶金、化工、电子、新能源电池、密封散热等领域。公司本次转 让大盛石墨49%股权，是为了进一步响应公司剥离低效资产、加快流动性收回的经营规划，有利于进一 步优化资源配置、夯实基础、聚焦主业。 智通财经APP讯，大富科技(300134.SZ)公告，公司董事会此前于2025年10月27日审议通过了《关于拟挂 牌出售乌兰察布市大盛石墨新材料股份有限公司49%股权的议案》。截至目前，大盛石墨的审计、评估 工作已经完成。本次交易的底价将以评估值为基础，根据评估报告的评估结果，公司将以2.06亿元的底 价正式挂牌转让大盛石墨49%股权。 ...

Core Viewpoint - Dafu Technology (300134) has confirmed that its subsidiary, Dasheng Graphite, specializes in high-purity graphite and related materials, which are primarily used in electronic products such as batteries and mobile devices [1] Group 1: Company Overview - Dafu Technology's subsidiary, Dasheng Graphite, produces high-purity graphite, expandable graphite, flexible graphite, high thermal conductivity graphite materials, conductive agents, and anode materials [1] - The main applications of these products include primary batteries, lithium batteries, and thermal management in electronic devices like smartphones and tablets [1]

Group 1 - The company has a subsidiary, Dasheng Graphite, which specializes in high-purity graphite, expandable graphite, flexible graphite, high thermal conductivity graphite materials, conductive agents, and anode materials [2] - The company is currently addressing investor inquiries regarding the status of its graphite mine and its position in terms of reserves within the industry [2]

Core Insights - The article highlights the rapid growth and development of cross-border e-commerce in Henan, particularly in the Zhengzhou Airport Economic Zone, which is becoming a significant hub for international trade [1][2][3] Group 1: Cross-Border E-Commerce Growth - Since the 14th Five-Year Plan, Henan has established 7 cross-border e-commerce comprehensive pilot zones, with trade networks covering over 200 countries and regions [1] - The cross-border e-commerce transaction volume in Zhengzhou is projected to exceed 145.88 billion yuan in 2024, marking a year-on-year growth of 55.6% [3] - Nationally, cross-border e-commerce imports and exports are expected to reach approximately 2.71 trillion yuan in 2024, reflecting a 14% increase year-on-year, which is 9 percentage points higher than the growth rate of goods trade [1] Group 2: Competitive Landscape - Henan's cross-border e-commerce exports surged from 38.4 billion yuan in 2015 to 266.55 billion yuan in 2024, positioning it as a leading region in the central part of China [2] - Zhengzhou was once ranked first in the Ministry of Commerce's assessment of cross-border e-commerce pilot zones but fell to the second tier in 2022, indicating increased competition from other provinces [4] - The lack of deep industrial integration is a challenge for Henan, as many exports originate from developed e-commerce regions like Shenzhen and Zhejiang, rather than local industries [4] Group 3: Strategic Initiatives - In response to competitive pressures, Henan has launched initiatives to integrate cross-border e-commerce with local industries, including the "cross-border e-commerce + industrial belt" campaign [4][5] - The province aims to achieve a cross-border e-commerce transaction volume of over 300 billion yuan by 2025, as outlined in the recent action plan for developing modern productive services [5]

Group 1: Company Overview and Production Capacity - Yunnan Tianyuan Company has approximately 750 employees and produces calcium carbide, anthracite, and carbon anode materials, with an annual production capacity of 350,000 tons of calcium carbide and a 50,000 tons/year carbon electrode project in operation [1] - The company plans to produce 440,000 tons of caustic soda, 400,000 tons of PVC, 100,000 tons of chlorinated titanium dioxide, 64,000 tons of lithium iron phosphate, 30,000 tons of hydrazine hydrate, 837,000 tons of cement, and 29,700 tons of new material pipelines in 2025 [9] Group 2: Product Pricing and Market Conditions - The price of calcium carbide has decreased compared to the beginning of the year [1] - The company does not produce high-purity graphite, and there has been no price increase for hydrazine hydrate [2] Group 3: Business Collaborations and Future Plans - Yibin New Industry Investment Group participated in the company's 2023 private placement to support its development [2] - The company is advancing its two-year foundational plan and aims to complete capital investments as scheduled by the end of the year [2] - The company is focused on becoming a leading enterprise in the production and research of anode materials and related products, with a vision to create new power through technology [2] Group 4: Financial Performance and Market Strategy - The company is addressing declining profits by enhancing operational efficiency through precise management, "extreme manufacturing" projects, and optimizing marketing strategies [5] - The company is actively communicating with investors to convey its development strategy and enhance market confidence [7] Group 5: New Energy and Technological Development - The company is engaged in the development of lithium battery materials and aims to maintain stable growth in this sector despite market challenges [6] - The company is focusing on research and development of solid-state battery materials and has plans for future production [6] Group 6: Shareholder Engagement and Market Perception - The company has a shareholder return plan and has completed a share buyback as part of its market value enhancement efforts [7] - As of September 10, 2025, the company had approximately 51,000 shareholders [10]

Core Viewpoint - The conference held in Hegang, Heilongjiang, focused on transforming China's advantageous mineral resources, particularly graphite, into strategic emerging industries through high-quality development and collaboration among various stakeholders [1][5][8]. Group 1: Industry Development - The "China Graphite City" was officially named in Luobei County, which is home to the world's largest single crystalline graphite mine, the Yunshan Graphite Mine [3]. - The conference emphasized the importance of resource endowment and the transformation of resource advantages into industrial strengths, highlighting the role of leading companies like China Minmetals in this process [5]. - Hegang has established a comprehensive "1+N" graphite new materials industry development system, focusing on natural graphite resources and extending into various applications such as new energy materials and graphene [7]. Group 2: Technological Innovation - A joint technology research and demonstration center was established, marking a new phase of deep integration between production, education, and research in the graphite industry [5][7]. - The focus is on overcoming "bottleneck" technologies and achieving full-chain domestic production from raw materials to end products, with several high-end graphite products already launched [5][7]. Group 3: Environmental and Economic Goals - Hegang aims to create a national-level zero-carbon park, promoting the synergy between industrial development and ecological protection [8]. - The city is positioning itself to adapt to international green trade rules while enhancing its energy structure and supporting regional coordinated development [8].

Group 1 - Heilongjiang Province focuses on building a modern industrial system, emphasizing technological innovation, upgrading advantageous industries, developing the private economy, and promoting key projects for high-quality development [1] - The provincial government has introduced 20 policy measures to support the high-quality development of high-end intelligent agricultural machinery, aiming to enhance the core competitiveness of the industry [1] Group 2 - Harbin's municipal government is actively checking the construction of industrial projects and ensuring safety in flood prevention efforts [2] - The National Federation of Industry and Commerce held an event in Qiqihar to empower innovative and growth-oriented private enterprises, promoting collaboration and development in the region [2] - Jiamusi's municipal government is accelerating the construction of the Yacheng Industrial Town, aiming to establish it as a new landmark for the dental medical industry [2] Group 3 - Daqing's municipal government is engaging with private enterprises to gather insights for high-quality transformation and development [3] - Jixi's municipal government is focusing on reviewing land space planning projects to enhance industrial clustering and optimize industrial layout [4] Group 4 - Hegang's municipal government is conducting inspections in the graphite high-quality utilization industrial park, emphasizing the importance of technology innovation and product quality in the graphite industry [5]