证券代码：600516 证券简称：方大炭素 公告编号：2025-048 方大炭素新材料科技股份有限公司 关于回购股份集中竞价减持股份计划公告 本公司董事会、全体董事及相关股东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。 重要内容提示： 回购股份的基本情况 为维护公司价值及股东权益，方大炭素新材料科技股份有限公司（以下简称 公司）于 2024 年 9 月 19 日至 2024 年 11 月 4 日期间通过集中竞价交易方式回购 公司股份 196,324,457 股（占公司总股本的 4.88%）。具体内容详见公司于 2024 年 11 月 5 日披露的《方大炭素关于股份回购实施结果暨股份变动的公告》（公告 编号：2024-080）。 减持计划的主要内容 自本公告披露之日起 15 个交易日后的六个月内，通过集中竞价方式，按市 场价格减持不超过 75,688,240 股（占公司总股本的 1.88%）已回购股份。若减 持期间公司有送股、资本公积金转增股本等导致股份变动的情形，公司将对减持 计划进行相应调整。本次减持股份价格与回购股份价格的差额部分将计入公司资 ...

每经AI快讯，方大炭素（SH 600516，收盘价：6.41元）11月7日晚间发布公告称，公司于2024年9月19 日至2024年11月4日期间通过集中竞价交易方式回购公司股份196,324,457股（占公司总股本的 4.88%）。 每经头条（nbdtoutiao）——卢浮宫被盗文物竟无保险，国内48亿元艺术品保险市场也不乐观：险企称 定价太难，蛋糕看到吃不到 （记者 王晓波） 2024年1至12月份，方大炭素的营业收入构成为：炭素行业占比86.6%，其他占比7.48%，其他业务占比 5.92%。 截至发稿，方大炭素市值为258亿元。 减持计划的主要内容：自本公告披露之日起15个交易日后的六个月内，通过集中竞价方式，按市场价格 减持不超过约7569万股（占公司总股本的1.88%）已回购股份。若减持期间公司有送股、资本公积金转 增股本等导致股份变动的情形，公司将对减持计划进行相应调整。本次减持股份价格与回购股份价格的 差额部分将计入公司资本公积，增加净资产。出售已回购股份所得的资金将补充公司日常经营所需流动 资金。 ...

方大炭素（600516）(600516.SH)发布公告，自公告披露之日起15个交易日后的六个月内，拟通过集中 竞价方式，按市场价格减持不超过7568.824万股(占公司总股本的1.88%)已回购股份。 ...

Core Viewpoint - Fangda Carbon (600516.SH) announced plans to reduce its holdings of repurchased shares through centralized bidding, with a maximum of 75.68824 million shares (1.88% of total share capital) to be sold within six months after 15 trading days from the announcement date [1] Summary by Category - **Company Actions** - The company intends to sell up to 75.68824 million shares, representing 1.88% of its total share capital [1]

Core Points - The company announced a share repurchase of 196 million shares from September 19, 2024, to November 4, 2024, accounting for 4.88% of the total share capital [1] - The board approved a reduction plan on November 6, 2025, allowing for the sale of up to 75.6882 million shares, representing 1.88% of the total share capital, with the selling period from December 1, 2025, to May 30, 2026 [1] - Following the repurchase, the shares held in the repurchase account will decrease from 249 million shares to 174 million shares, reducing the holding percentage from 6.19% to 4.31% [1]

Core Viewpoint - The company has made significant progress in the battery materials sector, achieving technological breakthroughs in key materials such as lithium-silicon-carbon anodes, sodium hard carbon anodes, and oxide solid electrolytes [1] Group 1 - The company has successfully reached industry-leading performance levels for its core performance indicators during laboratory testing of key materials [1] - The company is actively advancing pilot projects related to these materials and accelerating the pace of industrialization and large-scale production [1]

Core Insights - The company has made significant progress in the battery materials sector, achieving breakthroughs in key materials such as lithium-silicon-carbon anodes, sodium hard carbon anodes, and oxide solid electrolytes [2] - The core performance indicators of these materials have reached industry-leading levels after verification through scaled experiments [2] - The company is actively advancing pilot projects related to these materials and accelerating the steps towards industrialization and large-scale production [2]

Core Insights - The steel raw materials sector experienced a 3.09% increase on November 7, with Hainan Mining leading the gains [1] - The Shanghai Composite Index closed at 3997.56, down 0.25%, while the Shenzhen Component Index closed at 13404.06, down 0.36% [1] Sector Performance - The following companies in the steel raw materials sector showed significant price movements: - Houbakuao (601660) closed at 10.59, up 9.97% with a trading volume of 603,600 shares and a turnover of 621 million yuan [1] - Dazhong Mining (001203) closed at 23.34, up 8.86% with a trading volume of 908,700 shares and a turnover of 2.091 billion yuan [1] - Ordos (600295) closed at 11.75, up 2.00% with a trading volume of 194,800 shares and a turnover of 227 million yuan [1] - Guangdong Mingzhu (600382) closed at 7.81, up 1.30% with a trading volume of 367,000 shares and a turnover of 285 million yuan [1] - Jinding Mining (000655) closed at 10.16, up 0.79% with a trading volume of 141,200 shares and a turnover of 143 million yuan [1] Capital Flow Analysis - The steel raw materials sector saw a net outflow of 17.56 million yuan from institutional investors and 11.09 million yuan from speculative funds, while retail investors contributed a net inflow of 28.66 million yuan [1] - Hainan Mining (601969) had a net inflow of 136 million yuan from institutional investors, despite a net outflow of 70.78 million yuan from speculative funds and 65.51 million yuan from retail investors [2] - Dazhong Mining (001203) experienced a net inflow of 67.58 million yuan from institutional investors, with a net outflow of 78.32 million yuan from retail investors [2]

Core Viewpoint - The company has made significant progress in the battery materials sector, achieving breakthroughs in key materials such as lithium-silicon-carbon anodes, sodium hard carbon anodes, and oxide solid-state electrolytes [1] Group 1: Technological Advancements - The company has successfully reached industry-leading performance levels for its core performance indicators during laboratory testing of key materials [1] - The company is actively advancing pilot projects related to these materials [1] Group 2: Industrialization Efforts - The company is accelerating the industrialization and large-scale production of these key materials [1]

Market Overview - The steel raw materials sector increased by 2.28% on November 6, with Dazhong Mining leading the gains [1] - The Shanghai Composite Index closed at 4007.76, up 0.97%, while the Shenzhen Component Index closed at 13452.42, up 1.73% [1] Stock Performance - Dazhong Mining (001203) closed at 21.44, with a rise of 10.01% and a trading volume of 569,300 shares, totaling a transaction value of 1.198 billion [1] - Guangdong Mingzhu (600382) rose by 5.18% to 7.71, with a transaction value of 396 million [1] - Baodi Mining (601121) increased by 3.35% to 7.41, with a transaction value of 215 million [1] - Other notable stocks include HeSteel Resources (000923) up 3.33% to 18.29 and Fangda Carbon (600516) up 2.68% to 6.51 [1] Capital Flow - The steel raw materials sector saw a net inflow of 69.71 million from institutional investors, while retail investors experienced a net outflow of 9.89 million [1] - Dazhong Mining had a net inflow of 113 million from institutional investors, despite a net outflow of 55.53 million from retail investors [2] - Fangda Carbon also saw a significant net inflow of 88.32 million from institutional investors, with retail investors withdrawing 6.89 million [2]