格隆汇1月28日丨壹石通(688733.SH)公布，截至2026年1月28日，公司2025年第一次、2025年第二次回 购股份方案通过上海证券交易所交易系统以集中竞价交易方式已累计回购公司股份1,998,000股，占公司 总股本的比例为1.0001%。 ...

Core Insights - The core value of current collector coating materials lies in improving electrode interface performance, addressing traditional issues such as weak adhesion, high resistance, and corrosion susceptibility, making them essential for high energy density batteries [1][2] Industry Overview - Current collector coating materials are functional materials applied to the surfaces of battery current collectors, composed of carbon-based materials, conductive polymers, and other components, enhancing interface performance [2][4] - The market for current collector coating materials in China is projected to reach 7.18 billion yuan by 2025, with a year-on-year growth rate exceeding 38%, and is expected to further increase to 9.91 billion yuan in 2026 [1][6] Market Drivers - The demand for current collector coating materials is primarily driven by the rapid expansion of the lithium battery industry and the explosive growth of the new energy vehicle and energy storage markets [1][6] - The Chinese lithium battery industry is experiencing significant growth, with shipments expected to rise from 142.7 GWh in 2020 to 1,888.6 GWh in 2025, reflecting a compound annual growth rate of 69.4% [10] Policy Support - The Chinese government has introduced multiple policies to support the development of the energy electronics industry, emphasizing innovation, safety standards, and environmental requirements, which collectively promote the growth of the current collector coating materials sector [5][11] Industry Trends - The current collector coating materials industry is expected to evolve towards high-end technology, integrated industry structures, and diversified applications, with a focus on domestic substitution of core materials and expanding application scenarios [1][12] - Future technological advancements will include multi-functional composite coatings and low-VOCs green processes, enhancing performance for high energy density battery systems [13] - The industry is likely to see consolidation, with leading companies extending their value chains and focusing on domestic production of critical materials [14] - Application scenarios are expanding from power batteries and energy storage to consumer electronics and hydrogen energy storage, driving demand for customized products [15]

Core Viewpoint - The company expects a significant increase in the utilization rate of its barium stone production capacity starting from the second half of 2025, with strong demand anticipated for barium stone products in 2026 [2] Group 1: Production and Capacity - The company has initiated a capacity expansion plan to meet the expected strong demand for barium stone products [2] - The utilization rate of barium stone production capacity has been significantly improved [2] Group 2: Market Demand - Communication with major customers indicates that the demand for barium stone products is expected to remain robust in 2026 [2] Group 3: Product Specifications - High-nickel batteries require higher performance in coating materials, which also necessitates greater safety standards and larger coating areas [2] - The company's small particle size ultra-fine barium stone can meet the higher requirements for high-nickel ternary battery separators, which are often double-coated [2]

证券日报网讯1月22日，壹石通在互动平台回答投资者提问时表示，公司勃姆石产品的欧洲客户分为两 大类，第一类为中资企业的欧洲(含欧盟国家)海外工厂，公司勃姆石产品已经批量供货；第二类为欧洲 (含欧盟国家)本土电池厂，公司勃姆石产品也已有少量出货。 ...

Core Viewpoint - The company has successfully established a presence in the European market for its barium stone products, catering to both Chinese enterprises with overseas factories and local European battery manufacturers [2] Group 1: Customer Segmentation - The company's barium stone products are supplied to two main categories of customers in Europe: Chinese enterprises with overseas factories and local European battery manufacturers [2] - The company has already begun bulk supply to Chinese enterprises and has made some initial shipments to local European battery factories [2] Group 2: Revenue Contribution - Currently, the revenue from barium stone products targeted at European customers constitutes a relatively small portion of the company's overall revenue [2] - The sales strategy for these products involves distribution through agents [2]

每经AI快讯，有投资者在投资者互动平台提问：公司对欧洲地区的客户已经提供服务，请问目前是否 向欧盟国家出口产品？ （记者 王晓波） 壹石通（688733.SH）1月22日在投资者互动平台表示，公司勃姆石产品的欧洲客户分为两大类，第一 类为中资企业的欧洲（含欧盟国家）海外工厂，公司勃姆石产品已经批量供货；第二类为欧洲（含欧盟 国家）本土电池厂，公司勃姆石产品也已有少量出货。 ...

（记者 王晓波） 壹石通（688733.SH）1月22日在投资者互动平台表示，1、2025年下半年以来，公司勃姆石产能利用率 已大幅提升，根据与主要客户沟通的预期情况，2026年勃姆石产品需求有望持续旺盛，公司将全力保 供，目前已启动产能扩张计划。 2、高镍电池的正极材料活性更高，对涂覆材料的安全性能要求也更 高，且涂覆面积更大，高镍三元电芯的隔膜往往是双面涂覆。公司的小粒径超细勃姆石能够满足这一更 高要求。 每经AI快讯，有投资者在投资者互动平台提问：公司勃姆石产品全球市占率连续多年第一，是宁德时 代核心供应商。2025年上半年锂电池出货量同比增长68%，请问当前勃姆石产能利用率如何？是否有扩 产计划匹配下游需求？针对高镍电池对涂覆材料的更高要求，公司在勃姆石技术升级（如纳米级形貌优 化）上有何进展？ ...

Core Viewpoint - The company has successfully recognized and achieved bulk sales of its small particle size barium stone products, which are being promoted in sodium-ion and semi-solid battery applications, indicating a positive growth trajectory for 2025 and beyond [1] Group 1: Product Development and Market Expansion - The small particle size barium stone products have gained recognition from key downstream customers and are now in bulk sales [1] - The application range of these products has expanded from lithium battery diaphragm coating and positive electrode edge coating to include safety coatings for lithium battery current collectors, leading to higher product premiums [1] Group 2: Financial Projections and Future Plans - The company anticipates significant growth in the shipment of these products by 2025, with an increasing proportion of revenue and gross margin from this segment [1] - Detailed financial data, profitability, and future operational plans will be disclosed in the company's upcoming 2025 annual report [1]

Group 1 - The core viewpoint of the article is that 壹石通 (688733.SH) has successfully established a customer base for its 勃姆石 products in Europe, which includes both Chinese enterprises and local battery manufacturers [1] - The first category of customers consists of Chinese enterprises with overseas factories located in Europe (including EU countries), and the company has already begun bulk supply of its 勃姆石 products to these clients [1] - The second category includes local battery manufacturers in Europe (including EU countries), to whom the company has also made small shipments of its 勃姆石 products [1]

格隆汇1月22日丨壹石通(688733.SH)在互动平台表示，公司暂未与长鑫存储发生直接业务关系。公司作 为上游功能性材料供应商，在芯片封装材料领域的直接客户是EMC（环氧塑封料）、GMC（颗粒状环 氧塑封料）、LMC（液态环氧塑封料）、Underfill（底部填充材料）等材料厂家。 ...