宁波杉杉股份有限公司（下称"公司"）于 2024 年 11 月 6 日、2024 年 11 月 30 日在上海证券交易所网站发布了《关于控股股东部分股份被冻结的公告》 （公告编号：临 2024-069、临 2024-073），披露了控股股东杉杉集团有限公司（下 称"杉杉集团"）所持公司部分股份被广东省广州市中级人民法院轮候冻结的情 况。 公司于近日获悉，广东省广州市中级人民法院已于 2025 年 10 月 17 日解除 对相关股份的轮候冻结，现将有关事项公告如下： 注："剩余被冻结/标记股份数量"未包含轮候冻结数量。本次解除轮候冻结后，杉杉 集团累计被轮候冻结数量为 484,429,316 股，占其持有公司股份总数的 151.24%，占公司总 股本的 21.54%。 证券代码：600884 证券简称：杉杉股份 公告编号：临 2025-078 宁波杉杉股份有限公司 关于控股股东部分股份解除轮候冻结的公告 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。 1 股东名称 杉杉集团 本次解除轮候冻结股份（股） 81,747,280 10 ...

Group 1 - The small metal concept index declined by 0.55%, ranking among the top declines in the concept sector, with stocks like Hunan Silver and ST Yazhen hitting the limit down [1] - Major declines were observed in stocks such as Western Gold and Shengda Resources, while 59 stocks saw price increases, with Shanshan Co., Dongfang Tantalum, and Jinyang Co. leading the gains at 7.26%, 6.12%, and 5.48% respectively [1][2] Group 2 - The small metal concept sector experienced a net outflow of 4.601 billion yuan, with 97 stocks seeing net outflows, and 14 stocks exceeding 100 million yuan in outflows [2] - The largest net outflow was from Silver Nonferrous, with 500 million yuan, followed by Zijin Mining and Zhongjin Gold with 482 million yuan and 454 million yuan respectively [2][3] Group 3 - The top gainers in the small metal concept included An Tai Technology, Shanshan Co., and Dongfang Tantalum, with net inflows of 274 million yuan, 144 million yuan, and 125 million yuan respectively [2][7] - The small metal concept saw significant trading activity, with stocks like Hunan Silver and ST Yazhen experiencing notable declines of 9.95% and 5.00% respectively [3][4]

Core Insights - Shanshan Holdings has recently added 6 new enforcement records, with a total enforcement amount exceeding 700 million yuan, involving multiple courts in Ningbo [1] - The financial performance of Shanshan Co., the core asset of Shanshan Holdings, has significantly declined in 2024, with a revenue of 18.68 billion yuan, down 2.05% year-on-year, and a net profit of -367 million yuan, a 147.97% decrease from the previous year [2] - A restructuring plan has been submitted for Shanshan Group, with a creditors' meeting scheduled for October 21 to vote on the plan, which could lead to a change in control to Ren Yuanlin, known as the "King of Private Shipping" in China [3][4] Financial Performance - Shanshan Co. reported a revenue of 18.68 billion yuan in 2024, a decrease of 2.05% compared to the previous year [2] - The net profit attributable to shareholders was -367 million yuan, a decline of 147.97% from a profit of 765 million yuan in the same period last year [2] - In the first half of 2025, the net profit attributable to shareholders rebounded to 207 million yuan, but still significantly lower than the 1.01 billion yuan reported in the first half of 2023 [2] Restructuring and Control Change - The restructuring plan for Shanshan Group has been submitted, with a creditors' meeting set for October 21 to vote on the proposal [3] - If the restructuring plan is approved, the new controlling entity will be Ren Yuanlin, who is the founder of Jiangsu Yangtze River Shipbuilding Group [3] - The outcome of the creditors' meeting is critical for the future of Shanshan Holdings and could reshape the competitive landscape of the Chinese new energy industry [4]

Core Viewpoint - The restructuring of Ningbo Shanshan Co., Ltd. is progressing, with a new investment agreement signed and a draft restructuring plan submitted, potentially leading to a change in control to Ren Yuanlin, known as the "private ship king" [1][4][5] Group 1: Restructuring Details - On September 29, Shanshan Group and its subsidiary signed a restructuring investment agreement, and a draft restructuring plan was submitted on October 9 [1][4] - The third creditors' meeting for the restructuring case is scheduled for October 21, where the draft plan will be voted on [4][5] - If approved, the controlling shareholder will change to an investment platform, with Ren Yuanlin becoming the actual controller [4][5] Group 2: Financial Aspects - The total transaction price for the restructuring is set at 3.284 billion yuan, with the investment group acquiring 23.36% of Shanshan's shares [5][6] - New Yangzi Commerce and New Yangzi Shipping will lead the acquisition, purchasing 9.93% of shares for 2.555 billion yuan, while TCL will acquire 1.94% for 500 million yuan [5][6] - The remaining 10.6% of shares will have their voting rights entrusted to the investment platform [6] Group 3: Company Background and Performance - Shanshan Co., Ltd. was established in 1989 and became the first listed company in China's apparel industry in 1996 [7][8] - The company has faced significant debt issues, with total liabilities reaching 12.621 billion yuan as of January 2023 [8] - Recent financial performance shows a decline in revenue and net profit, with 2023 revenue down 12.13% to 19.07 billion yuan and a net profit drop of 71.56% to 765 million yuan [9]

Market Overview - The Shanghai Composite Index closed at 3912.21 points, with a gain of 1.22% and a total trading volume of 2.09 trillion yuan [1] - A total of 144 A-shares experienced a death cross, where the 5-day moving average fell below the 10-day moving average [1] Notable Stocks with Death Cross - Yuanjie Technology (688498) saw a 4.39% increase today, with a 5-day moving average of 375.13 yuan, which is 2.42% lower than its 10-day moving average of 384.44 yuan [1] - Shanshan Co., Ltd. (600884) had a slight increase of 0.22%, with a 5-day moving average of 14.17 yuan, down 2.32% from its 10-day moving average of 14.51 yuan [1] - WuXi AppTec (603259) rose by 3.69%, with a 5-day moving average of 102.54 yuan, which is 1.84% lower than its 10-day moving average of 104.46 yuan [1] Additional Stocks of Interest - Fabien Information (300925) increased by 2.61%, with a 5-day moving average of 25.74 yuan, down 1.76% from its 10-day moving average of 26.20 yuan [1] - Luokai Co., Ltd. (603829) rose by 1.65%, with a 5-day moving average of 21.34 yuan, which is 1.60% lower than its 10-day moving average of 21.69 yuan [1] - Zhongke Chuangda (300496) increased by 2.24%, with a 5-day moving average of 73.10 yuan, down 1.50% from its 10-day moving average of 74.21 yuan [1]

Market Overview - The Shanghai Composite Index closed at 3869.25 points, with a change of 0.10% [1] - The total trading volume of A-shares reached 1,280.495 billion yuan [1] Technical Analysis - A total of 175 A-shares experienced a death cross between the 5-day and 10-day moving averages [1] - Notable stocks with significant distance between their 5-day and 10-day moving averages include: - Yuanjie Technology: 5-day MA down by 2.50% from the 10-day MA [1] - Shanshan Shares: 5-day MA down by 2.32% from the 10-day MA [1] - Zijian Electronics: 5-day MA down by 2.09% from the 10-day MA [1] Individual Stock Performance - Yuanjie Technology (688498): Increased by 3.59% with a trading turnover of 2.90% [1] - Shanshan Shares (600884): Increased by 0.22% with a trading turnover of 3.13% [1] - Zijian Electronics (301121): Decreased by 0.60% with a trading turnover of 3.19% [1] - Other notable stocks include: - WuXi AppTec (603259): Increased by 2.21% [1] - Fabon (300925): Increased by 1.67% [1] Summary of Stocks with Death Cross - Stocks with a death cross and their respective metrics include: - Yuanjie Technology: 5-day MA at 374.57 yuan, 10-day MA at 384.17 yuan [1] - Shanshan Shares: 5-day MA at 14.17 yuan, 10-day MA at 14.51 yuan [1] - Zijian Electronics: 5-day MA at 48.72 yuan, 10-day MA at 49.76 yuan [1] - The latest prices of these stocks are below their 10-day moving averages, indicating potential bearish trends [1]

Core Points - The Shanghai Composite Index is at 3876.54 points with a change of 0.29%, and the total trading volume of A-shares is 961.216 billion yuan [1] - A total of 158 A-shares have seen their 5-day moving average cross below the 10-day moving average, indicating potential bearish trends [1] Group 1: Stocks with Significant Moving Average Crosses - Yuanjie Technology (688498) has a 5-day moving average of 374.30 yuan, which is 2.53% lower than its 10-day moving average of 384.03 yuan, with a current price of 357.58 yuan, down 6.89% from the 10-day average [1] - Shanshan Co., Ltd. (600884) shows a 5-day moving average of 14.14 yuan, down 2.43% from its 10-day moving average of 14.49 yuan, with a current price of 13.29 yuan, down 8.28% from the 10-day average [1] - ZhiJian Electronics (301121) has a 5-day moving average of 48.75 yuan, which is 2.05% lower than its 10-day moving average of 49.78 yuan, with a current price of 46.54 yuan, down 6.50% from the 10-day average [1] Group 2: Other Notable Stocks - WuXi AppTec (603259) has a 5-day moving average of 102.27 yuan, which is 1.97% lower than its 10-day moving average of 104.33 yuan, with a current price of 98.12 yuan, down 5.95% from the 10-day average [1] - Fabon Information (300925) shows a 5-day moving average of 25.73 yuan, down 1.78% from its 10-day moving average of 26.20 yuan, with a current price of 25.13 yuan, down 4.07% from the 10-day average [1] - Loka (603829) has a 5-day moving average of 21.29 yuan, which is 1.73% lower than its 10-day moving average of 21.67 yuan, with a current price of 20.07 yuan, down 7.37% from the 10-day average [1]

Core Viewpoint - The recent judicial auction and transfer of shares by Singshan Holdings reveal the complex governance issues and significant debt challenges facing the Singshan Group, indicating a potential shift in control of Singshan Co., Ltd. [1][3] Group 1: Share Transfer and Debt Situation - Singshan Holdings completed the transfer of 4,260,200 shares, reducing its direct holdings in Singshan Co., Ltd. from 1.65% to 1.46% of total shares [3] - The total number of shares held by Singshan Holdings and its concerted parties is now 588,588,926, representing 26.17% of total shares [3] - Singshan Holdings has accumulated over 122 billion in total executed amounts due to ongoing debt issues, with 34 execution records and a recent addition of 7 billion in claims [3][4] Group 2: Control Change and Restructuring - A restructuring plan has been submitted to the court, with a creditor meeting scheduled for October 21 to vote on the plan [4] - If approved, a consortium led by Ren Yuanlin could gain control of 23.36% of Singshan Co., Ltd., potentially changing the actual controller from the late founder Zheng Yonggang's family to Ren Yuanlin [4] - The company faces a power vacuum following Zheng Yonggang's death, leading to internal conflicts over control between his widow and son, compounded by industry downturns and financial pressures [4][5] Group 3: Industry Context and Future Outlook - The current predicament of the Singshan Group is attributed to a combination of family governance issues, industry cycle pressures, and long-standing debt risks [5] - The outcome of the upcoming creditor meeting is critical for the future of the Singshan Group, with market attention focused on whether the new actual controller can navigate the company through its challenges [5]

证券代码：600884 证券简称：杉杉股份 公告编号：临 2025-076 宁波杉杉股份有限公司 关于间接控股股东被司法拍卖的股份完成过户的公告 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。 重要内容提示： 公司于 2025 年 9 月 23 日披露了《关于间接控股股东部分股份被司法拍卖的 进展公告》（公告编号：临 2025-071），杉杉控股持有的公司 4,260,200 股股票 于 2025 年 9 月 21 日在淘宝网司法拍卖网络平台（sf.taobao.com）进行公开拍 卖，并已完成竞拍。 经杉杉控股于 2025 年 10 月 14 日查询《中国证券登记结算有限责任公司投 资者证券持有变更信息》获悉，上述被司法拍卖的 4,260,200 股公司股份已于 2025 年 10 月 13 日完成股份非交易过户登记手续。本次股份过户登记完成后， 杉杉控股持有公司股份 32,792,203 股，占公司总股本的 1.46%；杉杉控股及其 一致行动人持有公司股份 588,588,926 股，占公司总股本的 26.17%。 二、其 ...

资料显示，宁波杉杉股份有限公司位于浙江省宁波市鄞州区日丽中路777号杉杉大厦28层，成立日期 1992年12月14日，上市日期1996年1月30日，公司主营业务涉及锂离子电池负极材料和电解液的研发、 生产和销售。主营业务收入构成为：偏光片58.15%，锂电池材料41.77%，其他0.09%。 10月14日，杉杉股份跌5.01%，截至发稿，报13.66元/股，成交12.40亿元，换手率5.05%，总市值307.27 亿元。 南方中证500ETF（510500）基金经理为罗文杰。 截至发稿，罗文杰累计任职时间12年179天，现任基金资产总规模1389.99亿元，任职期间最佳基金回报 153.6%， 任职期间最差基金回报-47.6%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 从杉杉股份十大流通股东角度 数据显示，南方基金旗下1只基金位居杉杉股份十大流通股东。南方中证500ETF（510500）二季度增持 899.88万股，持有股数2335.68万股， ...