| 成交量 | 成交金额 | 成交价 | 相对当日收盘折 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 542.70 | 5638.65 | 10.39 | 0.00 | 中国银河证券股份有限公司北 | 中国银河证券股份 | | | | | | 京安贞门证券营业部 | 有限公司总部 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 证券时报·数据宝统计显示，杉杉股份今日收盘价为10.39元，上涨0.39%，日换手率为3.27%，成交额为 5.93亿元，全天主力资金净流入890.79万元，近5日该股累计上涨3.38%，近5日资金合计净流入8007.08 万元。 两融数据显示，该股最新融资余额为12.47亿元，近5日增加1.05亿元，增幅为9.24%。（数据宝） 8月7日杉杉股份大宗交易一览 杉杉股份8月7日大宗交易平台出现一笔成交，成交量542.70万股，成交金额5638.65万元，大宗交易成交 价为 ...

Core Viewpoint - The announcement indicates that Ningbo Shanshan Co., Ltd. will undergo a second judicial auction of shares held by its controlling shareholder's action partner, which may impact the shareholding structure but is not expected to change control of the company [2][4]. Group 1: Auction Details - The shares to be auctioned are 29,580,000 limited circulation shares held by Ningbo Yanzhou Jielen Investment Co., Ltd., representing 100% of its holdings and 1.32% of the total share capital of the company [2][3]. - The previous auction attempt on these shares was unsuccessful due to no bids being placed [3]. Group 2: Shareholding Impact - Currently, the controlling shareholder and its action partners hold a total of 592,849,126 shares, accounting for 26.36% of the total share capital. If the auction is fully successful, their holdings will decrease to 563,269,126 shares, or 25.04% of the total [2][4]. - The company anticipates that this change will not lead to a shift in control [2][4]. Group 3: Future Steps - The auction is still in the public announcement phase, with potential future steps including bidding, payment, and transfer of equity, which introduces uncertainty regarding the auction outcome [2][4]. - The company will continue to monitor the situation and fulfill its information disclosure obligations as required by relevant laws and regulations [2][4].

证券代码：600884 证券简称：杉杉股份 公告编号：临 2025-062 宁波杉杉股份有限公司 关于股东持股将被第二次司法拍卖的提示性公告 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： 目前，公司控股股东及其一致行动人合计持有公司股份 592,849,126 股，占 公司总股本的 26.36%。如本次拍卖全部成交，公司控股股东及其一致行动人的 持股将降至 563,269,126 股，占公司总股本的 25.04%，预计不会导致公司控制 权发生变化。 本次拍卖事项尚在公示阶段，后续将可能涉及竞拍、缴款、股权变更过户等 环节，拍卖结果尚存在不确定性。公司将持续关注上述事项的进展，严格按照相 关法律、法规及规范性文件的要求及时履行信息披露义务。 ? 本次将被第二次司法拍卖的股份为宁波杉杉股份有限公司（下称"公司"） 控股股东一致行动人宁波市鄞州捷伦投资有限公司（下称"鄞州捷伦"）持有的 公司有限售条件流通股 29,580,000 股，占其持有公司股份总数的 100%，占公司 总股本的 1.32%。目前上述股份处于质 ...

Core Viewpoint - The internal power struggle within Singshan Holdings following the sudden death of its founder, Zheng Yonggang, has led to significant declines in the company's market value and financial performance, with a notable drop in stock price and a shift in control among family members [3][5][10]. Group 1: Internal Conflict - Zheng Yonggang passed away in February 2023 without a will, leading to disputes over the distribution of his estate among six legal heirs [3][5]. - Zheng Ju, the founder's eldest son, was elected chairman shortly after his father's death, but faced opposition from his stepmother, Zhou Ting, who claimed to be the actual controller of the company [3][5]. - A brief reconciliation occurred in May 2023, resulting in Zhou Ting being elected as a director, and later, she took over as chairman while Zheng Ju became the vice chairman [5][10]. Group 2: Financial Performance - The company's market value plummeted from over 400 billion to around 200 billion within two years due to internal conflicts and industry downturns [3][5]. - In 2024, Singshan Holdings reported a revenue of 18.68 billion, a year-on-year decrease of 2.05%, and a net profit loss of 367 million, a significant drop of 147.97% from a profit of 765 million in 2023 [5][8]. - Major factors contributing to the losses included investment losses from associated companies amounting to approximately 506 million, asset impairment losses of about 394 million, and increased expenses totaling around 368 million [5][8]. Group 3: Debt Issues - The internal strife has severely impacted the controlling shareholder, Singshan Group, leading to a slowdown in its expansion in the new energy sector and financial difficulties [8][10]. - Singshan Group faced a debt crisis, with over 95% of its debt maturing within a year, totaling 12.62 billion, including 12.04 billion in short-term debt [8][10]. - The company entered judicial reorganization in February 2025 after creditors filed for restructuring due to multiple debt defaults [8][10]. Group 4: Future Uncertainties - Despite entering reorganization, Singshan Holdings maintains that its operations remain unaffected, emphasizing independence from its controlling shareholder [10]. - The ongoing decline in shareholding due to judicial auctions and convertible bond conversions has raised concerns about potential changes in control [10]. - Recent investments by notable individual investors have sparked speculation about a possible turnaround for the company, as it is perceived to meet the criteria for distressed investing [10][11].

目前，公司控股股东及其一致行动人合计持有公司股份 592,849,126 股， 占公司总股本的 26.36%。如本次拍卖全部成交，公司控股股东及其一致行动人 的持股将降至 563,269,126 股，占公司总股本的 25.04%，预计不会导致公司控 制权发生变化。 本次拍卖事项尚在公示阶段，后续将可能涉及竞拍、缴款、股权变更过 户等环节，拍卖结果尚存在不确定性。公司将持续关注上述事项的进展，严格按 照相关法律、法规及规范性文件的要求及时履行信息披露义务，敬请广大投资者 理性投资，注意投资风险。 前期，鄞州捷伦持有的公司有限售条件流通股 29,580,000 股曾被浙江省宁 波 市 中 级 人 民 法 院 （ 下 称 " 宁 波 中 院 "） 在 淘 宝 网 司 法 拍 卖 网 络 平 台 （sf.taobao.com）上进行公开拍卖，并因无人出价流拍。具体详见公司于 2025 年 2 月 21 日、2025 年 3 月 26 日在上海证券交易所网站披露的相关公告。 近日，公司通过淘宝网司法拍卖网络平台查询获悉，上述股份将被宁波中院 证券代码：600884 证券简称：杉杉股份 公告编号：临 2025-062 宁 ...

Core Viewpoint - The article highlights the top 12 global anode material producers for the first half of 2025, indicating a competitive landscape in the anode materials market. Group 1: Market Overview - The article lists the top 12 producers of anode materials, which includes companies such as BETTERY, Shanghai Shanshan, and Zhongke Xingcheng, suggesting a concentration of production capabilities among these firms [1]. Group 2: Key Players - BETTERY is identified as the leading producer in the anode materials market for the specified period [1]. - Other notable companies in the top 12 include Shanghai Shanshan, Zhongke Xingcheng, Shangtai Technology, Guangdong Kaijin, and Jiangxi Zicheng, indicating a diverse range of players in the industry [1].

证券之星消息，8月4日电池板块较上一交易日上涨1.17%，星云股份领涨。当日上证指数报收于 3583.31，上涨0.66%。深证成指报收于11041.56，上涨0.46%。电池板块个股涨跌见下表： 从资金流向上来看，当日电池板块主力资金净流入4.71亿元，游资资金净流入2.73亿元，散户资金净流出 7.44亿元。电池板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300750 | 宁德时代 | 1.90 Z | 3.02% | 1.34亿 | 2.13% | -3.24 Z | -5.15% | | 002245 | 蔚蓝锂芯 | 1.11 Z | 9.27% | -2487.10万 | -2.07% | -8626.12万 | -7.20% | | 002074 | ■轩筒科 | 6965.26万 | 7.33% | -2760.71万 | -2.91% | -4204.55万 | -4 ...

通过天眼查大数据分析，宁波杉杉股份有限公司共对外投资了32家企业，参与招投标项目28次，知识产 权方面有商标信息202条，专利信息44条，此外企业还拥有行政许可7个。 杉杉股份最新一期业绩显示，截至2025一季报，公司营业总收入48.04亿元、同比增长28.04%，归属净 利润3314.28万元，同比增长145.23%，扣非净利润1497.00万元，同比增长120.41%，流动比率1.104、速 动比率0.657、资产负债率50.27%。 天眼查商业履历信息显示，宁波杉杉股份有限公司，成立于1992年，位于宁波市，是一家以从事计算 机、通信和其他电子设备制造业为主的企业。企业注册资本225339.6168万人民币，实缴资本 225339.6168万人民币。公司法定代表人为周婷。 金融界消息 截至2025年8月1日收盘，杉杉股份（600884）报收于10.65元，上涨5.97%，换手率9.12%， 成交量160.19万手，成交金额17.10亿元。 资金流向方面，今日主力资金净流入5367.39万元，占比成交额3.14%。其中，超大单净流入8431.61万 元、占成交额4.93%，大单净流出3064.23万元、占 ...

Core Viewpoint - The article highlights the significant advancements in the silicon-carbon anode material sector, emphasizing the construction of large-scale production facilities and the expected market growth driven by the demand for electric vehicles and energy storage solutions [4][5][7]. Group 1: Project Developments - Inner Mongolia Silicon Source New Energy Electronic Materials Technology Co., Ltd. is nearing completion of the world's first 10,000-ton silicon-carbon anode material project, with over 90% of civil engineering completed and equipment installation exceeding 85%. The project is set to begin trial production in Q3 2025 [4]. - The project, with a total investment of nearly 3 billion yuan, aims to produce 20,000 tons of silicon-carbon anode materials annually across three phases, with the first phase expected to generate an annual output of 2,000 tons [4]. - The theoretical specific capacity of silicon-carbon anodes can reach 3,500 mAh/g, significantly higher than traditional graphite materials, which have a capacity of 370-380 mAh/g [5]. Group 2: Industry Growth and Competitors - Multiple key enterprises across the country are accelerating the construction and production of silicon-carbon anode lines, indicating a widespread industrialization trend [5]. - Companies like Yuling New Energy and Tianmu Xiandao are expanding their production capacities, with Yuling's first phase achieving an annual output of 10,000 tons and plans for a second phase to increase capacity to 30,000 tons [5][6]. - Other notable companies include Beiterui, which has received recognition from major clients like CATL and plans to achieve mass supply by 2025, and Shanshan Co., which has established an integrated production capacity of 40,000 tons [6][7]. Group 3: Market Outlook - Market research predicts that the global silicon-carbon anode market will exceed 12 billion yuan by 2025 and surpass 50 billion yuan by 2030, with the domestic market expected to account for over 70% of this growth [7]. - Leading companies are focusing on enhancing raw material self-control ratios, strengthening collaboration with vehicle and battery manufacturers, and developing platform-based product matrices to capture industry leadership [7].

Core Points - As of August 1, 2025, the stock price of Shanshan Co., Ltd. (600884) closed at 10.65 yuan, reflecting a 3.1% increase from the previous week's 10.33 yuan [1] - The stock reached a nearly one-year high of 10.84 yuan during intraday trading on August 1, with a low of 9.77 yuan on July 29 [1] - The current total market capitalization of Shanshan Co., Ltd. is 23.956 billion yuan, ranking 15th in the battery sector and 712th among all A-shares [1] Trading Information - On July 29, Shanshan Co., Ltd. experienced a significant block trade amounting to 26.0072 million yuan [2][5] Company Announcements - Shanshan Co., Ltd. announced it would provide guarantees for two subsidiaries, with a total guarantee amount not exceeding 645 million yuan [3][5] - The guarantees include a maximum of 600 million yuan for Shanjin Optoelectronics (Nanjing) Co., Ltd. and 45 million yuan for Fujian Shanshan Technology Co., Ltd. [3] - As of June 30, 2025, the total external guarantees provided by the company and its subsidiaries amounted to 17.20533 billion yuan, representing 79.72% of the latest audited net assets, with no overdue guarantees [3]