双 1 4 - 1 - 1 - 。固态电池与材料 。 钠电池与材料 钙钛矿太阳能电池与材料 0 。超级电容器与材料 。 液流电池与材料 。氢能/核能/可控核聚变能/固体氧化物电池与材料 。先进碳材料 。 3D打印装备与材料 。自动化生产技术与加工装备 。智能检测与分析仪器 800+ 200+ 30 + 企业参展 科研院所 手机论坛 具身机器人、低空经济、消费电子、半导体、Al数据中心、智能汽车、航空航天 日码参展|参会 www.finexpo.xin 中国 未 来 产 业 崛起 01216 【DT新材料】 获悉，1月8日晚， 华盛锂电 发布公告称，公司正筹划在境外发行H股并于香港联合交易所上市。此次发行H股是出于公司整体战略发展及经营需 要，旨在加快国际化布局、增强境外融资能力，进一步提升资本实力与综合竞争力。 华盛锂电自2003年进入电解液添加剂领域，是 全球锂电池电解液添加剂的主要供应商之一， 目前产品已直接供应 三菱化学、比亚迪、天赐材料、国泰华荣、 Enchem、新宙邦 等国内外知名锂电池产业链企业，业务覆盖亚洲、欧洲及美洲市场。公司拥有张家港一期、二期、三期及全资子公司泰兴华盛四大生产基地， 随着募 ...

1月8日晚间，华盛锂电(688353)公告，公司正在筹划在境外发行股份(H股)并在香港联合交易所有限公 司上市，目前正与相关中介机构就具体推进工作进行商讨，相关细节尚未确定。 待具体方案确定后，前述事项还需提请公司董事会和股东会审议，并经中国证券监督管理委员会、香港 联交所和香港证券及期货事务监察委员会等相关机构备案或审核批准，能否最终实施具有不确定性。 为进一步满足市场需求，华盛锂电在2025年4月宣布以控股子公司湖北华盛祥和新能源材料有限公司 （以下简称"祥和新能源"）为实施主体，投建年产6万吨碳酸亚乙烯酯项目（一期3万吨），投资额为 9.5亿元。据悉，祥和新能源"年产8万吨氯代碳酸乙烯酯项目（一期4万吨）"已试产，其产品作为VC中 间产物，可为新建VC项目提供供应保障，同时依托原有项目的基础设施，可有效降低项目投入边际成 本。 除传统业务外，华盛锂电在固态电池等新型电池产业链领域亦有前瞻性布局，已完成多种固态/半固态 电池适配材料的实验室试制，如电解质添加剂双三氟甲磺酰亚胺锂、高纯硫化锂、新型硅碳负极、单壁 纳米管导电剂等。目前，公司年产2吨硫化锂中试线主要是配合下游电解质、电池企业做技术验证，尚 未形 ...

Group 1 - In the past week, over 160 stocks were investigated by institutions, with Lingyi iTech receiving the most attention from 107 institutions, including 33 fund companies and 19 private equity firms [1] - Lingyi iTech announced it will acquire control of Dongguan Liminda Electronics Technology Co., Ltd. for 875 million yuan, which is a certified supplier for NVIDIA [1] - Liminda joined the Universal Connector Interoperability Alliance led by Intel, enhancing flexibility for data center clients [1] - Lingyi iTech has become a core supplier for AMD and Google, and with the acquisition of Liminda, it now covers cooling and power solutions for NVIDIA, Google, Intel, and AMD [1] - Lingyi iTech is also a significant supplier for Apple, with potential benefits from customer innovations according to Huazhong Securities [1] Group 2 - Pulit is focusing on the rapid development of the robotics industry, emphasizing the application of new materials in humanoid robots, including modified PEEK, PPS, and PA [2] - Pulit is collaborating with leading domestic and international humanoid robot companies for product development, with LCP products already certified by overseas clients [2] - Guangting Information stated that the new paradigm of AI development requires mutual trust and collaboration among enterprises, and they are working with domestic and international manufacturers [2] Group 3 - SAIC Group's subsidiary Huayu Automotive has established a joint venture with Qingtao Energy to produce semi-solid and solid-state batteries, with production lines in Shanghai [3] - The solid-state battery production line is expected to achieve sample production by the end of this year, with vehicle testing planned for next year [3] Group 4 - Stocks investigated by institutions saw an average increase of nearly 5% in the past week, with some stocks like Chaojie and Guolian Aviation rising over 20% [4] - Chaojie disclosed its focus on commercial aerospace, manufacturing components for commercial rockets, and has completed production line construction for 2024 [4] - Guolian Aviation signed a cooperation agreement with Wenchang International Aerospace City, aiming to integrate industry resources and enhance collaboration within the aerospace ecosystem [4] Group 5 - Huasheng Lithium Battery is focusing on the research and development of solid-state battery materials, having completed various experimental trials for solid and semi-solid battery materials [5] - The company is currently conducting technical validation with downstream electrolyte and battery companies, but has not yet achieved industrialization or sales revenue [5]

（文章来源：证券日报） 证券日报网12月22日讯华盛锂电在12月19日回答调研者提问时表示，固态电池凭借其高能量密度、高安 全性等优势，应用前景十分广阔，公司近年持续关注固态电池材料的研发，目前已完成了多种固态/半 固态电池适配材料的实验室试制，比如半固态电解质添加剂双三氟甲磺酰亚胺锂、高纯硫化锂、新型硅 碳负极、单壁纳米管导电剂等。目前公司年产2吨硫化锂中试线主要是配合下游电解质、电池企业做技 术验证，尚未形成产业化和销售收入。公司始终密切关注固态电池的发展动态，并结合自身产业规划布 局及客户需求开展相关产品的应用研究，持续提升产品的技术水平和研发力量，为公司长期发展提供新 的增长点。 ...

Core Viewpoint - Enjie Co., Ltd. (002812) reported high capacity utilization for its wet-process diaphragm production and noted growth in sales data both year-on-year and quarter-on-quarter in its third-quarter report [1] Group 1: Production and Sales - The company indicated that its current wet-process diaphragm capacity utilization is relatively high [1] - Sales data in the third quarter showed growth both compared to the previous quarter and year [1] Group 2: Customer Collaboration and Confidentiality - Enjie stated that specific customer collaboration information is subject to confidentiality agreements, making it difficult to disclose [1] - The company will promptly disclose any commercial contracts that meet the disclosure standards [1] Group 3: Solid-State Battery Materials - The company's subsidiary, Hunan Enjie Frontier New Materials Technology Co., Ltd., focuses on the research and development of high-purity lithium sulfide, sulfide solid electrolytes, and solid electrolyte membrane products [1] - A pilot production line for high-purity lithium sulfide has been established, and a 10-ton production line for solid electrolytes has been put into operation, demonstrating shipping capability [1] - Future capacity planning will be arranged based on the reasonable construction and production rhythm according to downstream customer demand [1]

Core Viewpoint - The company is in the process of patenting a method for preparing high-purity lithium sulfide, which could significantly reduce production costs, presenting a potential competitive advantage in the market [2]. Group 1: Patent and Technology - The company's patent for the preparation method of high-purity lithium sulfide is currently in the substantive examination stage [2]. - The patented technology is part of the company's strategic layout around lithium sulfide projects, although it may not directly correlate with commercial application processes [2]. Group 2: Cost Savings and Market Strategy - The new method is expected to save between 150,000 to 250,000 yuan per ton of high-purity lithium sulfide, indicating a strong price advantage for the company [2]. - Future production capacity will be determined based on market demand, suggesting a flexible approach to scaling operations [2].

Group 1 - The article emphasizes the importance of electrolyte additives and solid-state batteries, highlighting that a company has begun mass production of these additives, contributing to the performance of leading manufacturers [1] - The company’s subsidiary is focusing on high-purity lithium sulfide and solid-state adhesives, indicating a strategic move towards advanced battery technologies [1] - Significant progress has been made in the field of solid oxide fuel cells (SOFC) and hydrogen energy, with the company achieving sales of propane reforming SOFC systems and small-scale applications [1] Group 2 - The company is advancing the development of a 150kW natural gas hydrogen production device, showcasing its commitment to innovation in hydrogen energy solutions [1]

Core Viewpoint - The company, Enjie Co., Ltd. (002812), is actively engaged in the development and production of semi-solid and all-solid-state battery materials, indicating a strong commitment to advancing battery technology and market expansion [1] Group 1: Semi-Solid Battery Materials - The company has a long-term focus and investment in semi-solid battery materials [1] - Jiangsu Sanhe Battery Material Technology Co., Ltd., a subsidiary, has the capability for mass production of semi-solid battery separators [1] - The company is actively exploring market opportunities in the semi-solid battery sector [1] Group 2: All-Solid-State Battery Materials - Hunan Enjie Frontier New Materials Technology Co., Ltd., another subsidiary, is dedicated to the research and development of high-purity lithium sulfide, sulfide solid electrolytes, and sulfide solid electrolyte membranes [1] - The pilot production line for high-purity lithium sulfide has been established, and a 10-ton production line for solid electrolytes has been launched, demonstrating shipping capabilities [1] - The company plans to continue market expansion and deepen collaboration with customers to promote technological advancements in the industry [1]

Core Viewpoint - Enjie Co., Ltd. is actively developing solid-state battery materials through its subsidiary, Hunan Enjie Frontier New Materials Technology Co., Ltd., focusing on high-purity lithium sulfide and solid electrolyte products [1] Group 1: Company Developments - The company has established a pilot production line for high-purity lithium sulfide, which is now operational [1] - A 10-ton production line for solid electrolytes has been launched, indicating the company's capability for product shipment [1] - Future capacity planning will be aligned with downstream customer demand to ensure a reasonable construction and production schedule [1]

Investment Rating - The report maintains a "Strong Buy" rating for the company with a target price of 57.71 CNY [1][5] Core Insights - The company has shown significant improvement in its financial performance, with a notable recovery in Q3 2025, achieving a revenue of 37.80 billion CNY, a year-on-year increase of 41.0% and a quarter-on-quarter increase of 24.6% [5] - The company is actively expanding its overseas production capacity, with its Hungarian facility fully operational and ongoing projects in the United States, which positions it favorably in the global lithium battery market [5] - Progress in solid-state battery technology is promising, with the company’s subsidiaries achieving milestones in production and technology development [5] Financial Performance Summary - Projected total revenue for 2024 is 10,164 million CNY, with a year-on-year decline of 15.6%, followed by a recovery in 2025 with an expected growth of 22.6% to 12,463 million CNY [1][6] - The company is expected to turn profitable in 2025 with a projected net profit of 93 million CNY, a significant turnaround from a loss of 556 million CNY in 2024 [1][6] - Earnings per share (EPS) is projected to improve from -0.57 CNY in 2024 to 0.10 CNY in 2025, with further growth anticipated in subsequent years [1][6] Market Position and Strategy - The company is one of the first in the Chinese lithium battery industry to establish overseas production capabilities, providing it with a competitive edge in the global market [5] - The strategic focus on solid-state battery materials and the establishment of production lines for high-purity lithium sulfide and solid electrolyte membranes indicate a strong commitment to innovation and future growth [5]