Summary of Key Points Core Viewpoint - A total of 31 companies will have their restricted shares unlocked from February 9 to February 13, with a total of 2.446 billion shares being released, amounting to a market value of 36.293 billion yuan based on the closing price on February 6 [1]. Group 1: Unlocking Details - February 9 is identified as the peak day for share unlocks, with 12 companies releasing shares worth a total of 30.741 billion yuan, which constitutes 84.71% of the total unlocking scale for the week [1]. - The top three companies by market value of unlocked shares are Hunan YN (24.096 billion yuan), Gansu Energy Chemical (4.008 billion yuan), and Meilan De (2.744 billion yuan) [1]. Group 2: Unlocking Volume - The companies with the highest number of unlocked shares are Gansu Energy Chemical (1.623 billion shares), Hunan YN (374 million shares), and Qingsong Jianhua (226 million shares) [1]. Group 3: Types of Restricted Shares - The types of restricted shares being unlocked include 9 from original shareholders of the initial public offering (IPO), 8 from general equity incentives, 5 from directed placements, 5 from restricted equity incentives, 3 from strategic placements of the IPO, 2 from institutional placements of the IPO, and 1 from other types [1].

Group 1 - The solid-state battery concept saw a significant rise in the afternoon of February 6, with multiple companies experiencing stock price increases [1] - Kosen Technology (603626) and Dingsheng New Materials (603876) reached the daily limit increase, indicating strong market interest [1] - Other companies such as Shanshan Co., Ltd. (600884) and Baile Technology (603959) also hit the daily limit, showcasing a broader trend in the solid-state battery sector [1] Group 2 - Additional companies that experienced stock price increases include Enjie Co., Ltd. (002812), Foshan Plastics Group (000973), Hunan YN Energy (301358), and Huazi Technology (300490), reflecting a positive sentiment in the industry [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：301358 证券简称：湖南裕能 公告编号：2026-003 湖南裕能新能源电池材料股份有限公司关于首次公开发行前已发行股份上市流通的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 特别提示： 1、本次解除限售的股份为湖南裕能新能源电池材料股份有限公司（以下简称"公司"）首次公开发行前 已发行的股份。 2、本次解除限售的股东户数共计15户，解除限售的股份数量为373,819,924股，占公司总股本的 49.13%。限售期限为自公司首次公开发行并上市之日起36个月。 3、本次解除限售股份上市流通日期为2026年2月9日（星期一）。 4、本次解除股份限售的股东请勿在解限期间办理转托管、质押式回购等会导致托管单元发生变更的业 务，否则可能导致相应股东解除限售失败。 经中国证券监督管理委员会《关于同意湖南裕能新能源电池材料股份有限公司首次公开发行股票注册的 批复》（证监许可〔2022〕2321号）同意注册，并根据深圳证券交易所（以下简称"深交所"）《关于湖 南裕能新能源电池材料股份有限公司人民币普 ...

每经头条（nbdtoutiao）——仅老年独居者就数千万，谁能帮他们从容老去？意定监护在国内诞生已14 年，距全面落地还差"最后一公里" （记者 曾健辉） 每经AI快讯，湖南裕能2月5日晚间发布公告称，公司限售股份约3.74亿股将于2026年2月9日解禁并上市 流通，占公司总股本比例为49.13%。 ...

中信建投证券股份有限公司 关于湖南裕能新能源电池材料股份有限公司 首次公开发行前已发行股份上市流通的核查意见 中信建投证券股份有限公司（以下简称"中信建投证券"或"保荐人"）作 为湖南裕能新能源电池材料股份有限公司（以下简称"湖南裕能"或"公司"） 的保荐人，根据《证券发行上市保荐业务管理办法》《深圳证券交易所上市公司 自律监管指引第 13 号——保荐业务》《深圳证券交易所创业板股票上市规则》 《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》 等有关规定，对湖南裕能首次公开发行前已发行股份上市流通情况进行了审慎核 查，发表核查意见如下： 一、首次公开发行股份情况和上市后股份变动概况 经中国证券监督管理委员会《关于同意湖南裕能新能源电池材料股份有限公 司首次公开发行股票注册的批复》（证监许可〔2022〕2321 号）同意注册，并 根据深圳证券交易所（以下简称"深交所"）《关于湖南裕能新能源电池材料股 份有限公司人民币普通股股票在创业板上市的通知》（深证上〔2023〕68 号）， 公司首次公开发行人民币普通股（A 股）股票 189,313,200 股，并于 2023 年 2 月 9 日在 ...

关于首次公开发行前已发行股份上市流通的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 1、本次解除限售的股份为湖南裕能新能源电池材料股份有限公司（以下简 称"公司"）首次公开发行前已发行的股份。 2、本次解除限售的股东户数共计 15 户，解除限售的股份数量为 373,819,924 股，占公司总股本的 49.13%。限售期限为自公司首次公开发行并上市之日起 36 个月。 3、本次解除限售股份上市流通日期为 2026 年 2 月 9 日（星期一）。 4、本次解除股份限售的股东请勿在解限期间办理转托管、质押式回购等会 导致托管单元发生变更的业务，否则可能导致相应股东解除限售失败。 一、首次公开发行股份情况和上市后股份变动概况 经中国证券监督管理委员会《关于同意湖南裕能新能源电池材料股份有限公 司首次公开发行股票注册的批复》（证监许可〔2022〕2321 号）同意注册，并 根据深圳证券交易所（以下简称"深交所"）《关于湖南裕能新能源电池材料股 份有限公司人民币普通股股票在创业板上市的通知》（深证上〔2023〕68 号）， 公司首次公开发行人民 ...

Core Viewpoint - The article discusses the importance of resource integration versus technological innovation in the lithium iron phosphate (LFP) industry, highlighting a shift in the business model from merely selling materials to focusing on processing capabilities and stable delivery [1][12]. Group 1: Price Trends and Market Dynamics - In January 2026, lithium iron phosphate was included in the National Bureau of Statistics' monitoring of 50 important production materials, with prices increasing by 11.3% month-on-month in early January and an additional 5.9% later in the month, reaching 57,337 yuan per ton [1]. - Phosphate chemical companies are increasingly investing in the lithium iron phosphate supply chain, with traditional phosphate enterprises like Xingfa Group and Chuanheng Co. being evaluated alongside LFP producers [2][19]. Group 2: Lessons from Previous Cross-Industry Ventures - The previous wave of titanium dioxide companies entering the lithium iron phosphate market was driven by the potential to utilize by-products like ferrous sulfate, but many projects faced significant challenges, leading to low operational rates and project terminations [4][5]. - The failure of these cross-industry ventures was attributed to the industrial nature of material delivery, where consistency in product quality is crucial for securing contracts with leading battery manufacturers [6][7]. Group 3: Current Industry Innovations - A notable innovation in the current phosphate chemical industry is the adoption of contract processing agreements, exemplified by Xingfa Group's deal with Qinghai Fudi Industrial to process 80,000 tons of lithium iron phosphate annually [11][12]. - This shift towards a processing fee model allows companies to stabilize cash flow and operational rates without solely relying on material prices, contrasting with previous strategies that focused on high material sales [13][15]. Group 4: Resource Integration and Competitive Landscape - Phosphate chemical companies have a natural advantage in the lithium iron phosphate market due to their established resource networks, which include access to phosphate rock and related processing capabilities [16][17]. - The industry's competitive dynamics are evolving, with traditional lithium iron phosphate producers facing pressure to integrate resources and engineering capabilities to remain competitive, leading to a potential consolidation of the market into a few comprehensive platforms [19][23].

Core Viewpoint - Huahui Intelligent is preparing for its listing on the Beijing Stock Exchange, with a planned fundraising of 344 million yuan, which is a reduction of nearly 100 million yuan from the original plan of 459 million yuan, representing a decrease of over 20% [1][11]. Company Overview - Huahui Intelligent, originally established as a precision component manufacturer in June 2010, shifted its focus to the lithium-ion battery industry in 2016, developing key equipment such as sand mills and pulping machines [2][12]. - The company has successfully developed and delivered its first generation of sand mills with complete independent intellectual property rights by the end of 2020, and has since expanded its product offerings to include system solutions for lithium battery manufacturing [2][12]. - The main products include grinding systems for cathode materials, single machine equipment, and precision mechanical components, with the sand mill products praised for their small grinding particle size, good consistency, low energy consumption, and low failure rates [2][12]. Financial Performance - As of the signing date of the prospectus, Huahui Intelligent has established good cooperative relationships with leading battery material manufacturers such as Hunan Youneng and Wanrun New Energy, achieving high brand recognition and competitiveness in the lithium battery materials equipment sector [3][13]. - The company reported revenue of 300 million yuan, 427 million yuan, and 616 million yuan over the reporting period, with year-on-year growth rates of 42.07% and 44.32% respectively, while net profits were 45.93 million yuan, 62.62 million yuan, and 75.82 million yuan, with year-on-year growth rates of 36.33% and 21.08% [3][14]. - Despite the downturn in performance of its downstream clients, Huahui Intelligent achieved growth in both revenue and net profit during the reporting period [3][14]. Industry Context - The lithium iron phosphate industry has seen an influx of new entrants since 2021, leading to a significant increase in production capacity and intensified market competition [4][15]. - The price of lithium carbonate, a key raw material for lithium battery cathode materials, has sharply declined in 2023, resulting in a phase of structural oversupply in the industry [4][15]. - Major clients of Huahui Intelligent, such as Hunan Youneng and Wanrun New Energy, have reported declining performance in 2023 and 2024, contrasting with Huahui Intelligent's growth [4][15]. Revenue Recognition Issues - There are concerns regarding the timing of revenue recognition, with a significant portion of revenue being recognized in the fourth quarter, accounting for 80.98% of total revenue in 2022, which decreased to 25.65% in 2024 [7][18]. - The company has faced regulatory scrutiny over potential premature revenue recognition, particularly regarding contracts with clients like Yingtan Xurui Precision Manufacturing [9][20]. - The company attributes the uneven distribution of revenue recognition to seasonal business performance, influenced by the production and acceptance cycles of its high-value equipment [10][21].

证券日报网讯 2月3日，湖南裕能在互动平台回答投资者提问时表示，公司持续关注铜冶炼相关行业动 态，具体进展请以公司公告为准。 （文章来源：证券日报） ...

Group 1 - The core viewpoint of the article is that Hunan YN (301358) is actively expanding its investment footprint in overseas markets, particularly in Spain, to seize international opportunities [1] Group 2 - The company has engaged with investors through an interactive platform, indicating a commitment to transparency and communication [1]