Group 1: Research and Development Achievements - The company achieved a breakthrough sales volume of over 1,000 tons for NCA products in the first half of 2025, contributing positively to revenue and profit growth [3] - R&D expenses reached 47.57 million CNY in the first half of 2025, marking a year-on-year increase of 45.57% [10] - The company has developed LATP solid electrolyte materials with high ionic conductivity and controllable particle size, which are expected to be applied in various battery fields [5][6] Group 2: Market Position and Competitive Strategy - The company’s ternary cathode materials are primarily focused on high nickel and single crystal technology, with ongoing research in medium nickel high voltage and polycrystalline materials [4] - The company maintains a leading position in the small power sector and aims to innovate and iterate its third and fourth generation NCA products [5] - The first half of 2025 saw a capacity utilization rate of 72.25% for ternary materials and 93.82% for lithium cobalt oxide, indicating no structural capacity bottlenecks [8] Group 3: Product Development and Customer Engagement - The company is developing sodium-ion battery cathode materials, with the first generation product achieving energy density exceeding 180 Wh/kg [7] - The top five customers' concentration remained stable in the first half of 2025, with significant breakthroughs in new customer development [9] - The company plans to enhance its product matrix to meet diverse customer needs as the penetration rate of new energy vehicles exceeds 50% [7] Group 4: Supply Chain and Cost Management - The company has implemented a dynamic monitoring mechanism for raw material prices, ensuring sensitivity to market changes [9] - Strategies such as long-term contracts and supply chain finance have been employed to mitigate cost fluctuations, particularly for lithium carbonate [9] Group 5: Future Development Plans - The company will continue to focus on its core business of new energy battery materials, promoting the iteration and industrialization of cathode materials and solid electrolytes [10]

| 倒计时15天 | | --- | | 2025起点户储及便携式储能电池技术高峰论坛 | | 活动主题： 聚焦高安全 共建新生态 | | 主办单位： 起点锂电、起点固态电池、起点研究院 SPIR | | 活动规模： 600+ | | 举办时间： 2025年9月26日 | | 活动地址： 深圳市维纳斯皇家酒店（深圳国际会展中心京基百纳店）二楼维纳斯厅（深圳市宝安区沙井镇沙井路118号） | 9月10日晚间，盟固利披露公告称，拟通过向特定对象发行A股股票的方式筹集资金98000万元，用于建设"年产3万吨锂离子电池正极材料项 目"。 本次定增认购方为包括公司控股股东亨通新能源在内的不超过35名特定投资者。亨通新能源计划以现金方式认购20000万元，认购数量将根 据最终发行价格确定。本次发行采用竞价方式，不会导致公司控股股东和实际控制人发生变化。 同时，本次定增将有12000万元用于补充流动资金，满足公司业务迅速发展和技术研发所带来的资金需求，以及用于抵御市场风险、财务风险 等。公司表示，项目建成后，盟固利将新增超高镍三元材料产能1.5万吨/年、NCA材料产能1万吨/年、高电压钴酸锂产能0.5万吨/年。 （ 来 源 ...