苟增成先生不存在未履行完毕的公开承诺，并已按照公司相关制度规定做好 离任交接工作，其辞去副总经理职务不会影响公司的正常生产经营。 公司董事会对苟增成先生在任职期间为公司所做出的贡献表示衷心的感谢！ 特此公告。 方大炭素新材料科技股份有限公司 证券代码：600516 证券简称：方大炭素 公告编号：2025-028 方大炭素新材料科技股份有限公司 关于公司高级管理人员辞职的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 方大炭素新材料科技股份有限公司（以下简称公司）董事会于 2025 年 6 月 23 日收到公司副总经理苟增成先生递交的书面辞职报告，苟增成先生因工作变 动申请辞去公司副总经理职务，辞职后仍在公司任职。根据《中华人民共和国公 司法》《公司章程》的有关规定，苟增成先生的辞职报告自送达公司董事会之日 起生效。 董 事 会 2025 年 6 月 24 日 ...

Group 1 - The graphite electrode concept stocks are experiencing a significant rise, with Yongdong Co., Ltd. (002753) hitting the daily limit up [1] - Dongfang Carbon (东方碳素) has increased by over 10% [1] - Other companies such as Baotailong (宝泰隆, 601011), Fangda Carbon (方大炭素, 600516), and Daoshi Technology (道氏技术, 300409) are also seeing gains [1]

方大炭素新材料科技股份有限公司 关于公司控股股东部分股份质押的公告 本公司董事会及全体董事保证公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示: 方大炭素新材料科技股份有限公司（以下简称公司）控股股东辽宁方大集团 实业有限公司（以下简称方大集团）持有公司股份1,524,413,321股，占公司总 股本的37.86%。本次解除质押及质押后，方大集团累计质押股份798,528,590股， 占其所持有公司股数的52.38%，占公司总股本的19.83%。 证券代码 ：600516 证券简称： 方大炭素 公告编号：2025—027 公司收到方大集团将其持有的公司部分股份质押的通知，具体情况如下： 一、股份质押情况 2025年6月18日，方大集团将34,500,000股股票质押给平安银行股份有限公 司沈阳分行，并已在中国证券登记结算有限责任公司办理了股份质押登记手续。 | | | | 是否为限 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- ...

Core Insights - Sanya City conducted two land auctions on June 18, with a total price of 2.875 billion yuan for a significant land acquisition by Fangda Group's subsidiary, marking a record for private enterprises in Hainan [1][2] Group 1: Land Acquisition Details - Fangda Group acquired approximately 430 acres of land in Sanya Haitang Bay, which includes five plots designated for mixed-use development [1] - The land includes residential and commercial components, with a total transaction price of 1.30933 billion yuan and a floor price of 9,633 yuan per square meter for certain plots [1][2] - The residential portion has a low plot ratio of 1.2, with height restrictions of 24 meters on waterfront buildings and 40 meters in other areas, suggesting potential for low-density housing products [1][2] Group 2: Future Development Plans - The acquired land must include public service facilities such as kindergartens and health service stations, with a specific plot planned for a hospital, potentially enhancing local healthcare services [3] - Fangda Group plans to invest 5 billion yuan in a healthcare project in Haitang Bay, with the recent land acquisition seen as a crucial step in this development [3] - The company is required to invest a total of 10 billion yuan in the Haitang Bay area over the next five years, indicating a significant commitment to the region [3] Group 3: Market Implications - The current real estate market in Haitang Bay features properties priced between 40,000 to 50,000 yuan per square meter, and Fangda's project is expected to strengthen the area's position as a high-end real estate hub [4] - Another plot in the Haitang Bay area was sold to Poly (Sanya) Real Estate Development Co. for 1.323 billion yuan, with a floor price of approximately 11,934 yuan per square meter, indicating ongoing interest in the region [4]

Core Viewpoint - The nanomaterials market in China is expected to grow significantly, reaching a scale of 155.52 billion yuan in 2024, driven by advancements in nanotechnology and expanding applications [1][8]. Group 1: Market Size and Growth - The market size of nanomaterials in China is projected to reach 155.52 billion yuan in 2024, with a further increase to 178.88 billion yuan in 2025 [1][8]. - Nanopowder products will dominate the market, accounting for approximately 63% of the total market size in both 2024 and 2025 [1][8]. Group 2: Industry Definition and Classification - Nanomaterials are defined as materials with at least one dimension in the nanoscale range (1-100 nanometers) and exhibit unique physical and chemical properties [3][5]. - Classification of nanomaterials includes categories based on material type, dimensionality, morphology, and functionality [5]. Group 3: Industry Development Status - The global nanomaterials market is expected to grow to 156.2 billion USD in 2024, with North America and Europe leading the market [6]. - The Asian region has seen rapid development in nanomaterials due to government support and increasing demand for specialized materials [6]. Group 4: Industry Value Chain - The nanomaterials industry value chain consists of upstream raw materials and equipment supply, midstream nanomaterials preparation and processing, and downstream application fields [10]. Group 5: Competitive Landscape - The industry has seen significant advancements in nanomaterials preparation technologies, with several research bases established in China [12]. - Key companies in the industry include Tian Nai Technology, Fangda Carbon, and others, focusing on various nanomaterials applications [12][13]. Group 6: Future Trends - The industry is expected to exhibit three main characteristics: high-end, intelligent, and sustainable development over the next decade [19][21]. - The focus will be on overcoming technological barriers, fostering deep integration of industry and academia, and promoting green processes to reduce carbon emissions [20][21].

Fundraising Overview - The company raised a total of RMB 1,822,399,641.00 through a private placement of 184,266,900 shares at a price of RMB 9.89 per share, with a net amount of RMB 1,796,015,374.00 after deducting issuance costs [2] - The funds are managed in a dedicated account, and a tripartite supervision agreement has been signed with the bank and the sponsor [2][3] New Fundraising Account and Agreement - On May 23, 2025, the company approved the establishment of a new dedicated fundraising account and authorized the signing of a supervision agreement [3] - The new account was opened at Shengjing Bank and is intended solely for the management of fundraising, ensuring compliance with relevant regulations [3][4] Main Content of the Supervision Agreement - The agreement stipulates that the dedicated account can only hold fundraising funds and may be used temporarily for working capital related to the company's main business [4][5] - The sponsor is responsible for supervising the use of the funds and has the right to conduct on-site investigations and inquiries [5][6] - The bank must provide monthly account statements to both the company and the sponsor, ensuring accurate and complete information [5][6] Conditions for Withdrawal and Termination - If the company withdraws more than RMB 50 million or 20% of the net fundraising amount within a twelve-month period, both the company and the bank must notify the sponsor [6] - The agreement can be terminated unilaterally by the company if the bank fails to comply with reporting requirements [6][7]

证券代码 ：600516 证券简称： 方大炭素 公告编号：2025—026 方大炭素新材料科技股份有限公司 关于签署募集资金专户存储三方监管协议的公告 公司于 2025 年 5 月 23 日召开了第九届董事会第十一次临时会议，审议通 过了《关于新增募集资金专户并授权签署监管协议的议案》，同意公司新增开立 募集资金专项账户，并与保荐机构、募集资金专项账户开户银行签署募集资金 监管协议，对募集资金的存放和使用情况进行监管。 为规范公司募集资金管理，保护投资者利益，根据《上市公司监管指引第 2 号—上市公司募集资金管理和使用的监管要求》《上海证券交易所上市公司自 律监管指引第 1 号—规范运作》等法律法规的规定，公司在盛京银行股份有限 公司沈阳市万泉支行开立募集资金专项账户，并与开户银行、保荐机构共同签 1 署了《募集资金三方监管协议》。协议内容与上海证券交易所制定的《募集资金 专户存储三方监管协议（范本）》不存在重大差异。 | 开户主体 | 开户银行 | 专户账户 | 募集资金用途 | 专户余额 | | --- | --- | --- | --- | --- | | | | | | （万元） | | 方大炭素新材 ...

Core Viewpoint - Badminton is a popular sport with low risk and high skill, increasingly adopted in schools, leading to a rise in badminton racket market demand. Technological advancements in racket design and materials enhance user experience, expanding the market significantly. The Chinese badminton racket market is projected to grow from approximately 2.553 billion yuan in 2024 to 3.79 billion yuan by 2030, driven by health consciousness and sports popularity [1][17]. Industry Overview - The badminton racket typically consists of the racket head, shaft, handle, and the joint between the shaft and frame. The development of rackets has focused on reducing weight, increasing frame stiffness, improving shaft elasticity, and minimizing air resistance [3][10]. - The badminton racket market is expected to reach approximately 5.55 billion yuan globally in 2024, with projections of growth to 8.24 billion yuan by 2030, fueled by rising health awareness and fitness culture [16]. Key Parameters of Badminton Rackets - Important parameters include racket length, weight, handle thickness, frame cross-section, head shape, balance point, shaft stiffness, maximum tension, and materials used. The standard length for international rackets is 665mm, with most domestic rackets being 675mm [6][9]. - The materials used in rackets have evolved from wood to aluminum and now to advanced composites like carbon fiber, which offers superior strength and lightweight properties [14][26]. Industry Development History - The design of badminton rackets has evolved from simple wooden designs focused on durability to modern rackets made from lightweight materials like carbon fiber, enhancing performance and aesthetics [10][20]. Industry Chain - The upstream of the badminton racket industry includes raw material suppliers (carbon fiber, graphene, titanium alloys, etc.), the midstream involves manufacturing processes (frame molding, handle processing, etc.), and the downstream consists of sales channels (sports specialty stores, e-commerce, supermarkets) [12]. Competitive Landscape - Major domestic brands in the badminton racket market include Li Ning, Victor, and Hong Shuangxi, while international brands like Yonex and Kawasaki dominate the high-end market. The competition is intensifying as brands increase R&D investments to enhance product performance and quality [20][21]. Future Trends - Material technology upgrades will drive high-end development, with a focus on optimizing composite materials and integrating smart technologies into rackets for enhanced user experience [26][27]. - The market is expected to see segmentation, with high-end products led by international brands and local brands focusing on mid-range offerings, catering to diverse consumer needs [28].

Core Insights - The carbon industry is at a crossroads due to deep adjustments in the global economic landscape and accelerated industrial transformation, prompting companies to innovate and optimize resource allocation to maintain competitive advantages [3][4][5] Group 1: Industry Challenges and Strategies - The carbon industry faces downward pressure from fluctuating raw material prices, reduced demand in the steel sector, and complex international economic conditions, leading to sustained low prices for graphite electrode products and decreased profitability [4][5] - The company emphasizes the importance of refining internal capabilities during industry downturns, focusing on market-oriented strategies and fine management to enhance resource allocation efficiency and maintain leading profitability [4][5] - The company is investing in smart upgrades to improve automation in key production processes, exemplified by a collaboration with Jingtai Technology to develop an intelligent dynamic optimization system for the baking process of graphite electrodes, significantly reducing energy consumption and improving product uniformity [5] Group 2: Technological Innovation and New Opportunities - The year 2025 is identified as a critical turning point for the company, with a strategic partnership established with CATL to co-develop key technologies in lithium battery materials, solid-state battery electrolytes, and supercapacitor electrodes, aiming for industrial zero-carbon development [6][7] - The company plans to invest over 57 million yuan in 2024 for R&D focused on new products and materials, particularly in carbon/carbon composite materials and graphene, to drive technological innovation and product upgrades [7] - The company has established long-term strategic partnerships with universities and research institutions to enhance its R&D capabilities in graphene and other advanced materials, achieving significant breakthroughs in various applications [8] Group 3: Talent Development and Organizational Strength - The company is actively recruiting over 600 personnel, highlighting the importance of talent as a core competitive advantage for developing new production capabilities [8] - The company has established partnerships with renowned academic institutions to foster high-level talent development, which is crucial for advancing its technological innovation efforts [8] - The focus remains on developing carbon new materials while maintaining a stable growth trajectory in traditional products like graphite electrodes and carbon bricks [9]

Group 1 - The establishment of the Fangda Carbon Legal Service Station by the Honggu District People's Procuratorate in Lanzhou is a practical implementation of the Supreme Procuratorate's policy to support the development of the private economy and reflects the commitment of the procuratorial organs to integrate into the national strategy of optimizing the business environment [1] - The service station aims to extend its services to the production front lines of world-class carbon enterprises, addressing enterprise expectations with a focus on legal protection and optimizing the regional economic ecosystem [1][3] - The service station employs a "full-cycle legal guarantee system" through ten precise service measures, including establishing a "green channel" for enterprise-related cases and providing customized compliance solutions for enterprises [3] Group 2 - The function of the service station has expanded from "legal supply" to "governance co-construction," introducing a "normal risk warning mechanism" and an "enterprise compliance assessment system" to enhance internal management within enterprises [5] - The collaborative governance model involving "judiciary + enterprise + industry" serves as a judicial sample for Lanzhou to build a "provincial business environment demonstration zone" and supports Gansu's procuratorial work in advancing to the "national first echelon" [5] - The proactive approach of the procuratorial organs in providing "zero-distance" services demonstrates the transformation of "judicial temperature" into "development heat," offering replicable experiences for legal protection of private enterprises in Northwest China [7]