杉杉股份（600884.SH）11月7日在投资者互动平台表示，公司负极芬兰10万吨产能项目目前已完成EIA 环评公示，未来将根据市场需求推进产能建设和释放。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：贵公司芬兰的项目多久会动工呢？ ...

证券代码：600884 证券简称：杉杉股份 公告编号：临 2025-082 宁波杉杉股份有限公司 二、对公司的影响及风险提示 关于控股股东及其全资子公司实质合并重整案 重整投资协议解除暨继续招募意向投资人的公告 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。 宁波杉杉股份有限公司（下称"公司"）的控股股东杉杉集团有限公司（下 称"杉杉集团"）及其全资子公司宁波朋泽贸易有限公司（下称"朋泽贸易"）于 2025 年 3 月 20 日被浙江省宁波市鄞州区人民法院裁定进行实质合并重整。因《杉 杉集团有限公司和宁波朋泽贸易有限公司重整计划（草案）》（下称"《重整计划 （草案）》"）未经债权人会议表决通过，重整投资协议已依法解除，管理人拟继 续招募意向投资人，现将相关情况公告如下： 一、杉杉集团、朋泽贸易实质合并重整案重整投资协议解除暨继续招募意向 投资人的公告情况 近日，公司收到管理人通知，因《重整计划（草案）》未经债权人会议表决 通过，投资人向管理人提出退还履约保证金并确认解约，经遴选小组审议同意， 重整投资协议已依法解除。为顺利推进 ...

Core Viewpoint - The announcement indicates that the restructuring plan of the controlling shareholder, Singshan Group, and its wholly-owned subsidiary, Pengze Trading, has not been approved by the creditors' meeting, leading to the legal termination of the restructuring investment agreement [1] Group 1 - The company is currently operating normally, and there are no instances of non-operating fund occupation or illegal guarantees that harm the interests of the listed company by the controlling shareholder [1] - Singshan Group holds 14.24% of the company's shares, while Pengze Trading holds 9.13% of the shares, both of which are subject to pledges and judicial freezes [1] - The uncertainty surrounding the success of the restructuring may impact the company's control [1]

Group 1 - The graphite electrode concept increased by 2.28%, ranking 8th among concept sectors, with 18 stocks rising, including He Sheng Silicon Industry, which hit the daily limit, and Shangtai Technology, Suotong Development, and Baichuan Co., which rose by 8.08%, 7.82%, and 5.36% respectively [1] - The main capital inflow into the graphite electrode sector was 491 million yuan, with 11 stocks receiving net inflows, and 7 stocks seeing inflows exceeding 50 million yuan, led by He Sheng Silicon Industry with a net inflow of 363 million yuan [2][3] - The top stocks by net inflow ratio included He Sheng Silicon Industry at 24.70%, Suotong Development at 8.50%, and Xiangfenghua at 8.14% [3] Group 2 - The top gainers in the graphite electrode sector included He Sheng Silicon Industry with a daily increase of 10.01% and a turnover rate of 2.30%, followed by Suotong Development with a 7.82% increase and a turnover rate of 11.07% [3][4] - The stocks with the largest declines included Baotailong, which fell by 2.40%, and Fua'an Co. and Longjiang Transportation, which decreased by 1.73% and 1.62% respectively [1][4] - The overall performance of the graphite electrode sector reflects a positive trend in investor sentiment, as evidenced by the significant capital inflows and the number of stocks experiencing gains [2][3]

11月7日，杉杉股份涨5.09%，截至发稿，报13.41元/股，成交8.94亿元，换手率3.82%，总市值301.65亿 元。 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%。 南方中证500ETF（510500）成立日期2013年2月6日，最新规模1400.98亿。今年以来收益30.24%，同类 排名1822/4216；近一年收益21.69%，同类排名2045/3913；成立以来收益147.11%。 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203天，现任基金资产总规模1704.45亿元，任职期间最佳基金回报 152.02%， 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 ...

Core Viewpoint - The stock of Ningbo Shanshan Co., Ltd. has shown significant volatility, with a year-to-date increase of 75.03% but a recent decline in the last five trading days by 5.16% [1] Company Overview - Ningbo Shanshan Co., Ltd. was established on December 14, 1992, and listed on January 30, 1996. The company specializes in the research, production, and sales of lithium-ion battery anode materials and electrolytes [1] - The main business revenue composition includes polarizers (58.15%), lithium battery materials (41.77%), and others (0.09%) [1] Financial Performance - For the period from January to September 2025, the company achieved a revenue of 14.809 billion yuan, representing a year-on-year growth of 11.48%. The net profit attributable to shareholders was 284 million yuan, showing a substantial increase of 1121.72% year-on-year [2] - The company has distributed a total of 3.079 billion yuan in dividends since its A-share listing, with 1.109 billion yuan distributed in the last three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders increased by 19.08% to 179,200, while the average circulating shares per person decreased by 16.02% to 9,804 shares [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited and Southern CSI 500 ETF, with notable changes in their holdings [3]

Core Viewpoint - The company has received a significant order for its anode materials business, reportedly increasing nearly tenfold compared to previous orders, and confirms that its current production capacity can meet customer demand [2] Company Summary - The company has established long-term stable partnerships with major global lithium battery manufacturers, including CATL, UltiumCells, BYD, LGES, and ATL [2] - The sales volume of the company's anode materials business has seen substantial year-on-year growth in the first three quarters of 2025 [2]

格隆汇11月6日丨杉杉股份(600884.SH)在投资者互动平台表示，公司负极材料业务与CATL、 UltiumCells、比亚迪、LGES、ATL等全球主流锂电池企业建立了长期稳定的合作关系，2025年前三季 度，公司负极材料业务销量实现同比较大幅度增长，目前公司产能可以满足客户需求。 ...

Core Viewpoint - The company has established long-term stable partnerships with major global lithium battery manufacturers, indicating strong market positioning and growth potential in the anode materials business [1] Group 1: Business Partnerships - The company's anode materials business has formed stable collaborations with leading lithium battery companies such as CATL, UltiumCells, BYD, LGES, and ATL [1] - These partnerships are expected to enhance the company's market presence and drive sales growth [1] Group 2: Sales Growth and Capacity - In the first three quarters of 2025, the company's anode materials sales experienced significant year-on-year growth [1] - The current production capacity is sufficient to meet customer demand, indicating operational efficiency and readiness for increased sales [1]

Group 1 - The core business of the company, including negative electrodes and polarizers, is maintaining stable operations [1] - Stock price fluctuations are influenced by various factors beyond the company's fundamentals, including macroeconomic conditions, industry development, capital market environment, investor expectations and preferences, and liquidity [1]