业绩预告的具体适用情形：净利润实现扭亏为盈。 经宁波杉杉股份有限公司（下称"公司"）财务部门初步测算，预计 2025 年度实现归属于上市公司股东的净利润 4.0 亿元至 6.0 亿元，与上年同期（法定 披露数据）相比，将实现扭亏为盈。预计 2025 年度实现归属于上市公司股东的 扣除非经常性损益后的净利润 3.0 亿元至 4.5 亿元。 本年度业绩实现扭亏为盈主要得益于公司核心业务负极材料和偏光片业 务销量保持稳健增长，盈利同比显著提升，预计两大业务合计实现净利润 9.0 亿元至 11.0 亿元；与此同时，母公司三项费用、长期股权投资权益法核算的参 股企业亏损、相关资产计提减值准备等较上年同期均有所收窄。 一、本期业绩预告情况 证券代码：600884 证券简称：杉杉股份 公告编号：2026-003 宁波杉杉股份有限公司 2025 年年度业绩预盈公告 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。 重要内容提示： 本次业绩预告未经注册会计师审计。 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600884 证券简称：杉杉股份（维权） 公告编号：2026-002 宁波杉杉股份有限公司 关于已回购股份集中竞价减持计划的公告 本公司董事会、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。 重要内容提示： 经公司第十一届董事会第二十二次会议审议通过，公司计划自2026年2月26日至2026年5月25日期间，通 过集中竞价交易方式减持前期已回购股份不超过22,494,128股（即不超过公司总股本的1%），减持价格 按照市场价格确定。减持期间公司若有送股、资本公积金转增股本、股份回购注销等导致公司股本数量 变动的情形，减持数量将相应调整。减持股份所得资金将用于补充公司日常经营所需流动资金。 2026年1月27日，公司第十一届董事会第二十二次会议审议通过了《关于已回购股份集中竞价减持计划 的议案》，同意公司根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第7号一 一回购股份》等相关规定以及公司前期披露的回购股份方案约定，采用集中竞价交易方式减持公司已回 购的股份。本次减 ...

（记者 王瀚黎） 每经AI快讯，杉杉股份1月27日晚间发布公告称，经公司第十一届董事会第二十二次会议审议通过，公 司计划自2026年2月26日至2026年5月25日期间，通过集中竞价交易方式减持前期已回购股份不超过约 2249万股，减持价格按照市场价格确定。减持期间公司若有送股、资本公积金转增股本、股份回购注销 等导致公司股本数量变动的情形，减持数量将相应调整。减持股份所得资金将用于补充公司日常经营所 需流动资金。 每经头条（nbdtoutiao）——国际金价冲破5000美元！7年涨了280%，什么时候才见顶？专家：关键还 看美元，重点关注国际货币体系、降息和科技革命 ...

减持计划的主要内容 经公司第十一届董事会第二十二次会议审议通过，公司计划自 2026 年 2 月 26 日至 2026 年 5 月 25 日期间，通过集中竞价交易方式减持前期已回购股份不 超过 22,494,128 股（即不超过公司总股本的 1%），减持价格按照市场价格确定。 减持期间公司若有送股、资本公积金转增股本、股份回购注销等导致公司股本数 量变动的情形，减持数量将相应调整。减持股份所得资金将用于补充公司日常经 营所需流动资金。 证券代码：600884 证券简称：杉杉股份 公告编号：2026-002 宁波杉杉股份有限公司 关于已回购股份集中竞价减持计划的公告 本公司董事会、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。 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，宁波杉杉股份有限公司（下称"公司"）分别 于 2024 年 2 月至 2024 年 4 月、2024 年 6 月至 2024 年 8 月期间，通过集中竞价 交易方式回购公司股份合计 53,483,803 股，占公司当前总股本的 2.38%。根据 公司前期披露 ...

格隆汇1月27日丨杉杉股份（维权）(600884.SH)公布，经公司第十一届董事会第二十二次会议审议通 过，公司计划自2026年2月26日至2026年5月25日期间，通过集中竞价交易方式减持前期已回购股份不超 过2249.41万股（即不超过公司总股本的1%），减持价格按照市场价格确定。 ...

Core Viewpoint - The global lithium battery production is projected to reach 2297 GWh in 2025, representing a year-on-year growth of 48.5%, driven by the increasing penetration of new energy vehicles and the rapid expansion of the energy storage market [2][3]. Lithium Battery Market Overview - The global anode material production is expected to reach 3.115 million tons in 2025, with a year-on-year increase of 43.7%. China's share in the anode material market has risen to 99.0% from 98.5% the previous year [3]. - Global sales volume of anode materials is projected at 3.0615 million tons, with China accounting for 98.4% [3]. Market Concentration - The concentration ratio (CR3) for global anode materials is 49.5%, remaining stable compared to the previous year. The CR6 ratio has slightly increased to 73.0% from 72.7%, indicating a slight rise in market concentration [5]. Key Players in the Anode Material Market - BETTERRY continues to lead the anode material industry for the sixteenth consecutive year due to its technological advantages and strong customer relationships. Other notable players include Shanghai Shanshan, which has seen a steady increase in market share, and companies like Zhongke Xingcheng and Shangtai Technology, which are gaining market presence [8]. - Companies such as Guangdong Kaijin and Jiangxi Zicheng are also making strides, with Zicheng focusing on profitable sales strategies [8]. Artificial Anode Material Trends - The penetration rate of artificial anode materials is expected to rise to 93% in 2025, with Shanghai Shanshan maintaining its leading position. The market for natural graphite, particularly overseas, is declining in both production and market share [11]. Silicon Anode Market Insights - The global silicon anode production is projected to reach 8600 tons in 2025, marking a 67% year-on-year increase. Key players in the domestic market include BETTERRY, Zhejiang Licheng, and others [15]. - The demand for silicon-based anodes is driven by the growth in consumer electronics and the increasing application in power batteries, particularly in new markets such as low-altitude economy and humanoid robots [16]. Future Market Outlook - The anode material market in 2026 is expected to follow three main trends: bottom recovery, technological upgrades, and accelerated international expansion. The rapid growth of the energy storage market will support demand alongside the power market [19]. - Key opportunities include the expansion of fast-charging anodes and the emergence of sodium batteries, which will create new demand for hard carbon anodes [20].

Group 1 - The core transaction involved 377,800 shares of Shanshan Co., with a total transaction value of 4.8547 million yuan, representing 0.26% of the total trading volume on that day [1] - The transaction price was 12.85 yuan per share, which is a discount of 4.67% compared to the market closing price of 13.48 yuan [1] - The transaction occurred on January 20, 2026, and was executed by an institutional trading department [2]

Group 1 - The stock price of Shanshan Co., Ltd. (600884.SH) closed at 13.48 yuan, with a decline of 5.07% [1] - On October 28, 2021, Shanshan's stock price reached a historical peak of 44.30 yuan during intraday trading [2] - Research analysts from Ping An Securities maintained a "strongly recommended" rating for Shanshan Co., citing that the third-quarter report exceeded forecast limits and that performance continues to grow significantly [2] Group 2 - Analysts from Southwest Securities maintained a "buy" rating for Shanshan Co., highlighting the establishment of BASF Shanshan and the improvement in profitability across various business segments [2]

Core Insights - The leading company in revenue for graphite anode materials in China for 2024 is BETTERRY, with revenue exceeding 10 billion yuan, followed by SANSHA and Zhongke Electric, both exceeding 5 billion yuan [1][2]. Revenue Rankings - BETTERRY ranks first in revenue among listed companies in the graphite anode materials sector, with over 10 billion yuan in related business revenue for 2024 [1]. - SANSHA and Zhongke Electric both have revenues exceeding 5 billion yuan from their graphite anode products [1]. Production Rankings - In terms of production, BETTERRY leads with over 450,000 tons of graphite anode production in 2024, followed by SANSHA with over 350,000 tons [2][3]. Sales Rankings - BETTERRY also ranks first in sales volume for 2024, with sales reaching 438,000 tons, while SANSHA's sales are at 340,000 tons, placing it second [4]. Artificial Graphite Leadership - SANSHA has established itself as a leader in the artificial graphite anode sector, with significant advancements in technology, resulting in artificial graphite accounting for 91.7% of total graphite anode shipments in the first half of 2025, totaling 1.17 million tons [5]. Market Share in Artificial Graphite - In the artificial graphite sector for the first half of 2025, SANSHA holds the highest market share at 21%, with BETTERRY following closely behind [10].

Core Viewpoint - The stock of Ningbo Shanshan Co., Ltd. has shown a positive trend with a year-to-date increase of 5.92% and a recent surge of 7.35% over the last five trading days, indicating strong market interest and performance in the battery materials sector [1]. Group 1: Stock Performance - As of January 19, Shanshan's stock price reached 14.31 CNY per share, with a trading volume of 6.81 billion CNY and a turnover rate of 2.63%, resulting in a total market capitalization of 321.89 billion CNY [1]. - The stock has experienced a 6.24% increase over the past 20 days and a 9.24% increase over the past 60 days, reflecting a consistent upward trend [1]. Group 2: Financial Performance - For the period from January to September 2025, Shanshan reported a revenue of 14.809 billion CNY, representing a year-on-year growth of 11.48%, while the net profit attributable to shareholders reached 284 million CNY, marking a significant increase of 1121.72% [2]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders increased to 179,200, a rise of 19.08%, while the average number of circulating shares per person decreased by 16.02% to 9,804 shares [2]. - The company has distributed a total of 3.079 billion CNY in dividends since its A-share listing, with 1.109 billion CNY distributed over the last three years [3]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 30.607 million shares, a decrease of 2.7619 million shares from the previous period, while the Southern CSI 500 ETF and the GF National New Energy Vehicle Battery ETF are also notable shareholders [3].