杉杉股份（维权）10月30日公告，2025年第三季度实现营业收入49.51亿元，同比增长10.91%；归属于 上市公司股东的净利润7628.9万元，同比增加1253.04%；基本每股收益0.036元。前三季度实现营业收 入148.09亿元，同比增长11.48%；归属于上市公司股东的净利润2.84亿元，同比增加1121.72%；基本每 股收益0.132元。 ...

杉杉股份公告，第三季度营收为49.51亿元，同比增长10.91%；净利润为7628.9万元，同比增长 1,253.04%。前三季度营收为148.09亿元，同比增长11.48%；净利润为2.84亿元，同比增长1,121.72%。 ...

Core Viewpoint - The stock of Ningbo Shanshan Co., Ltd. has shown significant performance, with an 80.67% increase year-to-date and a recent rise of 2.05% on October 29, 2023, indicating strong market interest and potential growth in the battery materials sector [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 revenue composition of the company includes polarizers (58.15%) and lithium battery materials (41.77%), with other sources contributing 0.09% [1]. Financial Performance - For the first half of 2025, the company reported a revenue of 9.858 billion yuan, reflecting a year-on-year growth of 11.78%. The net profit attributable to shareholders reached 207 million yuan, marking a substantial increase of 1079.59% [2]. - Since its A-share listing, the company has distributed a total of 3.079 billion yuan in dividends, with 1.109 billion yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 16.94% to 150,500, while the average circulating shares per person increased by 20.40% to 11,674 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 33.3626 million shares, an increase of 7.2062 million shares from the previous period, while Southern CSI 500 ETF holds 23.3568 million shares, up by 899.88 thousand shares [3]. Market Activity - On October 29, 2023, the stock price reached 13.46 yuan per share, with a trading volume of 535 million yuan and a turnover rate of 2.28%. The net inflow of main funds was 21.3362 million yuan, indicating strong buying interest [1]. - The stock has appeared on the "Dragon and Tiger List" twice this year, with the most recent instance on October 10, 2023, where it recorded a net buy of -459 million yuan [1].

Core Viewpoint - Shanshan Co., Ltd. announced that approximately 48.29 million restricted shares will be unlocked and listed for trading on October 31, 2025, representing 2.15% of the company's total share capital [1]. Financial Performance - For the fiscal year 2024, Shanshan Co., Ltd.'s revenue composition is as follows: polarizers account for 55.26%, anode materials for 43.88%, and other businesses for 0.86% [1]. - As of the report date, Shanshan Co., Ltd. has a market capitalization of 30 billion yuan [1].

宁波杉杉股份有限公司 关于向特定对象发行股票部分限售股上市流通的公告 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、准确性和完整性依法承担法律责任。 证券代码：600884 证券简称：杉杉股份 公告编号：临2025-080 重要内容提示： 本次股票上市类型为非公开发行股份；股票认购方式为网下，上市股数为 48,293,254股。 本次股票上市流通总数为48,293,254股。 本次股票上市流通日期为2025 年 10 月 31 日。 一、本次限售股上市类型、取得及变动的基本情况 根据中国证券监督管理委员会于 2021 年 11 月 9 日出具的《关于核准宁波杉 杉股份有限公司非公开发行股票的批复》（证监许可[2021]3560 号），宁波杉杉 股份有限公司（下称"公司"或"杉杉股份"）向 3 名特定对象杉杉集团有限公 司（下称"杉杉集团"）、宁波朋泽贸易有限公司（下称"朋泽贸易"）和宁波 市鄞州捷伦投资有限公司（下称"鄞州捷伦"）以非公开方式发行人民币普通股 488,402,766 股，并于 2021 年 12 月 31 日在中国证券登记结算有限责任公司 ...

中天国富证券有限公司关于宁波杉杉股份有限公司 向特定对象发行股票部分限售股上市流通的核查意见 中天国富证券有限公司(以下简称"中天国富"、"本保荐机构")作为宁波 杉杉股份有限公司(以下简称"杉杉股份"、"上市公司"或"公司")2020年度 非公开发行股票的保荐机构,根据《证券发行上市保荐业务管理办法》《上海证 券交易所股票上市规则》等法律法规的要求,对上海海毅供应链管理有限公司通 过司法划转获得的杉杉股份向宁波市鄞州捷伦投资有限公司非公开发行的部分 限售股份解禁上市流通情况进行了审慎核查,核查情况如下: 一、本次解除限售的股份取得及变动的基本情况 经中国证券监督管理委员会(以下简称"中国证监会")于2021年11月9 目出具的《关于核准宁波杉杉股份有限公司非公开发行股票的批复》(证监许可 [2021]3560 号)核准,杉杉股份向杉杉集团有限公司(以下简称"杉杉集团")、 宁波朗泽贸易有限公司(以下简称"朋泽贸易")和宁波市鄞州捷伦投资有限公 司(以下简称"鄞州捷伦")3名特定对象以非公开方式发行人民币普通股 488,402,766 股(其中鄞州捷伦认购数量为 77,873,254 股),并于 2021 年 ...

Core Viewpoint - The article emphasizes the rapid growth of demand for high-energy-density lithium-ion batteries driven by emerging industries such as electric vehicles and AI, highlighting silicon-based anode materials as a key technology for the next generation of batteries [4]. Industry Overview - The global production of pure silicon-based anode materials reached 4,396 tons in the first half of 2025, marking a 76% year-on-year increase [4]. - The commercialization of silicon-carbon anode materials is currently concentrated in cost-sensitive sectors like consumer electronics and power tools, with lower penetration in power battery applications [4]. Market Trends - The market for silicon-based anodes is expected to expand significantly, with production projected to reach 25,300 tons by 2028, reflecting a compound annual growth rate (CAGR) of 50% from 2024 to 2028 [5]. - The demand for silicon-based anodes is driven by increasing requirements for fast charging and extended range in electric vehicles [5]. Challenges and Innovations - Despite the promising growth, the industrialization of silicon-based anodes faces challenges such as intrinsic material defects, high process complexity, and insufficient industry chain collaboration [5]. - There is a pressing need for technological innovation and ecosystem restructuring to overcome these challenges [5]. Upcoming Event - A summit titled "2026 Silicon-Based Anode and Solid-State Battery Summit" will be held on November 12-13, 2025, in Shanghai, organized by Xinluo Information, aiming to gather experts and industry representatives to discuss technological trends and industrial challenges [5][6].

Core Viewpoint - The restructuring case of Sunwoda Group has encountered unexpected changes, particularly with the sudden request from a former investor, Saimico Advanced Materials Co., Ltd., to delay the creditor meeting scheduled for October 21, 2025, due to being excluded from the investor consortium [2][11]. Group 1: Restructuring Process - On March 20, 2025, the Ningbo Yinzhou District People's Court ruled to conduct substantive consolidation restructuring for Sunwoda Group and its wholly-owned subsidiary, Ningbo Pengze Trading Co., Ltd. [4] - After two rounds of selection, the restructuring investor consortium was finalized to include New Yangzi, Jiangsu New Yang Ship Investment Co., Ltd., China Orient Asset Management Co., Ltd. Shenzhen Branch, and Xiamen TCL Technology Industry Investment Partnership [4][6]. - The restructuring investment agreement was signed on September 29, 2025, and the creditor meeting is set to take place on October 21, 2025, with results expected to be disclosed on October 30, 2025 [6][11]. Group 2: Saimico's Claims - Saimico claims it was unjustly removed from the investor consortium after being part of the initial selection process, leading to a lawsuit to declare the restructuring investment agreement invalid [11][13]. - The company argues that its exclusion violates the agreement that required unanimous consent from consortium members for any changes [11][13]. - Saimico also highlights that it played a crucial role in the due diligence and future planning for Sunwoda Group, asserting that its exclusion significantly harms its interests [11][22]. Group 3: New Yangzi's Position - New Yangzi, initially a financial investor, has shifted its strategy to take control of Sunwoda Group and operate it long-term, which has led to tensions with Saimico [25][26]. - A mysterious organizer is believed to have influenced the restructuring process, initially bringing Saimico into the consortium but later shifting the focus to New Yangzi's control [25][27]. - New Yangzi's decision to change its role from a financial backer to a controlling entity reflects a strategic pivot towards long-term operational involvement in the industry [25][26].

赛迈科在申请中称，江苏新扬子商贸有限公司（以下简称新扬子）等依靠赛迈科通过初期的17进3遴选 后，公司却被"悄无声息"地移出牌桌。 10月下旬，一位接近新扬子的人士回应《每日经济新闻》记者称，近期外界所谓"狸猫换太子""毫不知 情被踢出"等均为不实信息。目前新扬子方也表示仍抱以开放态度，愿意原价保留赛迈科此前希望参与 的股权份额。 10月26日每经讯 近日，备受关注的杉杉集团有限公司重整案突生变数。参选联合体的原投资者之一 ——赛迈科先进材料股份有限公司（以下简称赛迈科）向宁波市鄞州区人民法院和破产管理人等递交申 请。 ...

证券代码：600884 证券简称：杉杉股份 公告编号：临 2025-079 宁波杉杉股份有限公司 关于间接控股股东持股被轮候冻结的公告 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。 宁波杉杉股份有限公司（下称"公司"）于近日获悉间接控股股东杉杉控股 有限公司（下称"杉杉控股"）持有的公司股份发生被轮候冻结的情况，现将有 关事项公告如下： 注：根据前期已披露公告，杉杉控股所持公司 13,000,000 股和 4,260,200 股股票在上海证 券交易所大宗股票司法协助执行平台和淘宝网司法拍卖网络平台公开进行股票司法处置，并分别 于 2025 年 7 月 14 日和 2025 年 10 月 13 日完成非交易过户登记手续，该比例按轮候冻结日（即 2025 年 7 月 11 日）持股 50,052,403 股为基数计算。 二、股东股份累计被冻结/标记情况 前述股份被冻结后，公司控股股东及其一致行动人累计被冻结/标记股份情 况如下： | 股东名称 | | | | | | 司总股本 | | --- | --- | --- | --- ...