根据市场公开信息及8月20日披露的机构调研信息，知名私募华夏未来近期对1家上市公司进行了调研， 相关名单如下： 机构简介： 本公司是2013年成立的资本管理机构，主要经营范围包括：私募基金发行及管理、项目投资、投资管 理、投资顾问、投资咨询等。核心投研团队全部来自国内大型基金管理公司。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 1）天赐材料 （华夏未来资本管理有限公司参与公司业绩说明会） 调研纪要：公司预计未来电解液及六氟磷酸锂的产品价格将逐步趋向于良性的恢复，主要受核心原材料 碳酸锂的价格波动影响及下游需求的持续提升。固态电池材料布局包括硫化物及氧化物固态电解质路 线，硫化物路线处于中试阶段，计划明年完成中试产线建设。六氟磷酸锂市场供需处于相对平衡阶段， 新增产能投放节奏会结合市场需求变化综合考虑。摩洛哥项目已签署投资协议，目前处于土地选址、勘 察、项目详设等前期阶段。LIFSI添加比例有望从2%提升到2.2%-2.5%。已完成三代半及四代磷酸铁锂 产品的开发，正处于产线量产调试阶段。碳酸锂原材料主要来源于锂矿资源加工和废旧电 ...

根据市场公开信息及8月20日披露的机构调研信息，知名私募高毅资产近期对1家上市公司进行了调研， 相关名单如下： 1）天赐材料 （上海高毅资产管理合伙企业(有限合伙)参与公司业绩说明会） 调研纪要：公司预计未来电解液及六氟磷酸锂的产品价格将逐步趋向于良性的恢复，主要受核心原材料 碳酸锂的价格波动影响及下游需求的持续提升。固态电池材料布局包括硫化物及氧化物固态电解质路 线，硫化物路线处于中试阶段，计划明年完成中试产线建设。六氟磷酸锂市场供需处于相对平衡阶段， 新增产能投放节奏会结合市场需求变化综合考虑。摩洛哥项目已签署投资协议，目前处于土地选址、勘 察、项目详设等前期阶段。LIFSI添加比例有望从2%提升到2.2%-2.5%。已完成三代半及四代磷酸铁锂 产品的开发，正处于产线量产调试阶段。碳酸锂原材料主要来源于锂矿资源加工和废旧电池回收业务， 将持续完善和开拓废旧电池来源渠道。2025年上半年信用减值主要依据会计政策对应收账款账期余额进 行计提。 机构简介： 上海高毅资产管理合伙企业（有限合伙）是国内投研实力较强、管理规模较大、激励制度领先的平台型 私募基金管理公司，专注于资本市场，致力于为优秀的投资经理配备一流 ...

Group 1 - The company Tianqi Lithium expects the prices of electrolyte and lithium hexafluorophosphate to gradually recover, influenced by fluctuations in lithium carbonate prices and sustained demand from downstream [1] - The solid-state battery material layout includes sulfide and oxide solid electrolytes, with the sulfide route currently in the pilot testing stage, aiming to complete pilot production line construction by next year [1] - The market supply and demand for lithium hexafluorophosphate is relatively balanced, and the pace of new capacity release will be considered in conjunction with market demand changes [1] Group 2 - The Moroccan project has signed an investment agreement and is currently in the preliminary stages of land selection, surveying, and project design [1] - The LIFSI additive ratio is expected to increase from 2% to between 2.2% and 2.5% [1] - The company has completed the development of third and fourth generation lithium iron phosphate products, which are currently in the mass production debugging stage [1] Group 3 - The main sources of lithium carbonate raw materials are lithium ore processing and waste battery recycling, with ongoing efforts to improve and expand waste battery sourcing channels [1] - Credit impairment in the first half of 2025 will be primarily based on accounting policies related to the aging of accounts receivable [1]

Group 1: Tianqi Materials - Tianqi Materials reported that the impact of the US tariff policy is minimal, with direct sales to the US accounting for approximately 1% of total revenue in 2024 [1] - The company is actively promoting local production capacity in the US, collaborating with Honeywell to establish a joint venture for the large-scale production of electrolytes and lithium hexafluorophosphate in North America [1] - The addition ratio of LIFSI in electrolytes is expected to be around 1.9% in 2024, with increasing usage in fast-charging battery electrolyte formulations [1] - PEEK materials are currently in the product trial verification stage, primarily used for modifying materials in battery cell structural components [1] - The company launched a 5V electrolyte system in March, which features high safety and stability, and is accelerating customer verification [1] - A lithium sulfide route for solid electrolytes is under trial production, and the company has solutions and technical reserves for sodium-ion battery electrolytes, with existing production lines capable of rapid material system switching [1] - The company has a significant cost advantage with a production capacity of 330,000 tons for precursor iron phosphate, and the third-generation iron phosphate products are in the customer verification stage [1] - In the coming years, domestic capacity expansion will slow down, with a focus shifting towards overseas markets [1] Group 2: Nuotai Biological - Nuotai Biological reported a main revenue of 566 million yuan for Q1 2025, representing a year-on-year increase of 58.96% [2] - The net profit attributable to shareholders reached 153 million yuan, up 130.1% year-on-year [2] - The net profit after deducting non-recurring items was 152 million yuan, reflecting a 131.79% increase compared to the previous year [2] - The company's debt ratio stands at 47.86%, with investment income of 647,500 yuan and financial expenses of 8.2452 million yuan [2] - The gross profit margin is reported at 70.2% [2]

Group 1: Company Overview - Star Stone Investment Management Co., Ltd. is one of the top private equity investment fund management companies in China, established in 2007 [2] - The company has won numerous awards, including the "Morningstar China Hedge Fund Award" and the "China Private Equity Golden Bull Award" [2] - Star Stone focuses on long/short equity strategies and has a strong research team of 40 professionals [2] Group 2: Recent Company Research - Tianqi Materials reported that the impact of U.S. tariffs on its business is minimal, with only about 1% of total revenue coming from direct sales to the U.S. in 2024 [1] - The company is actively promoting local production capacity in the U.S. and has formed a joint venture with Honeywell to accelerate the production of electrolytes and lithium hexafluorophosphate in North America [1] - The company has developed a solid electrolyte based on lithium sulfide, which is currently in the pilot testing stage [1]