（文章来源：每日经济新闻） 每经AI快讯，8月12日，固态电池概念股探底回升，江特电机午后涨停，利元亨涨超10%，骄成超声、 回天新材、天齐锂业、杉杉股份等涨幅居前。 ...

1. Report Industry Investment Rating No relevant content provided. 2. Core Views of the Report - In the 31st week of 2025 (July 28 - August 3), domestic passenger car and new energy passenger car sales increased week - on - week. Passenger car retail sales were 465,000 units, a year - on - year increase of 2.8%; new energy passenger car retail sales were 247,000 units, a year - on - year increase of 10.4%, with a penetration rate of 53.1%. Since the beginning of the year, cumulative passenger car retail sales were 12.563 million units, a year - on - year increase of 7.0%; cumulative new energy passenger car retail sales were 6.407 million units, a year - on - year increase of 26.9%, with a cumulative penetration rate of 51.0% [2][110][118]. - The China Passenger Car Association slightly raised the full - year forecast for 2025. It is expected that passenger car retail sales will reach 24.35 million units, a 6% increase, with the forecast volume 300,000 units more than the June forecast; passenger car exports will be 5.46 million units, a 14% increase, with the forecast volume 160,000 units higher than the initial forecast; new energy passenger car wholesale will be 15.48 million units, a 27% increase, with the forecast volume slightly down from the June forecast, and the new energy wholesale penetration rate will reach 56%; automobile wholesale will be 34.04 million units, an 8% increase, with the forecast volume 5 percentage points higher than the initial forecast [2][108][118]. 3. Summary According to the Directory 3.1. Key Target Tracking - The report presents the weekly price changes of relevant sectors and listed companies. For example, among listed companies, Great Wall Motor (601633.SH) had a weekly increase of 3.00%, while BYD (002594.SZ) had a weekly decrease of 1.77% [16]. 3.2. Industrial Chain Data Tracking 3.2.1. China New Energy Vehicle Market Tracking - **Sales and Exports**: Charts show the sales (seasonal), penetration rate, domestic sales (seasonal), exports (seasonal), and sales of EV and PHV in the Chinese new energy vehicle market [17][22][24]. - **Inventory Changes**: Charts display the monthly new inventory of new energy passenger vehicle channels and manufacturers [26]. - **Delivery Volume of New Energy Vehicle Manufacturers**: Charts present the monthly delivery volumes of several new energy vehicle manufacturers such as Leapmotor, Li Auto, XPeng, etc. [29][33][35]. 3.2.2. Global and Overseas New Energy Vehicle Market Tracking - **Global Market**: Charts show the sales (by region), penetration rate, and sales of EV and PHV in the global new energy vehicle market [41][44]. - **European Market**: Charts present the sales, penetration rate, and sales of EV and PHV in the European new energy vehicle market, as well as the sales of EV and PHV in the UK, Germany, and France [46][49][50]. - **North American Market**: Charts show the sales, penetration rate, and sales of EV and PHV in the North American new energy vehicle market [59][60]. - **Other Regions**: Charts display the sales, penetration rate, and sales of EV and PHV in other regions, including Japan, South Korea, and Thailand [62][63][67]. 3.2.3. Power Battery Industry Chain - Charts show the power battery loading volume (by material), export volume (by material), weekly average price of battery cells, cell material cost, and the operating rates and prices of various battery materials such as ternary materials, precursors, lithium iron phosphate, etc. [78][82][83]. 3.2.4. Other Upstream Raw Materials - Charts present the daily prices of rubber, glass, steel, and aluminum [102][104]. 3.3. Hot News Summary 3.3.1. China: Policy Dynamics - The State Administration for Market Regulation plans to build a number of national carbon measurement centers by 2030, with priority given to the carbon measurement needs of key industries such as power batteries [108]. 3.3.2. China: Industry Dynamics - The China Passenger Car Association slightly raised the full - year forecast for 2025, including the increase in passenger car retail, exports, and automobile wholesale, and a slight decrease in new energy passenger car wholesale forecast [108]. - In July, the new energy wholesale sales were 1.18 million units, a year - on - year increase of 25%, and the cumulative wholesale from January to July was 7.63 million units, a year - on - year increase of 35% [109]. - From July 1 - 31, new energy retail sales increased by 14% year - on - year, and the cumulative retail sales since the beginning of the year increased by 30% year - on - year [110]. - From January to June, the domestic charging infrastructure increment was 3.282 million units, a year - on - year increase of 99.2%, and the vehicle - to - charging - pile increment ratio was 1.8:1 [111]. 3.3.3. China: Enterprise Dynamics - Sunwoda plans to list in Hong Kong and build a new production base in Vietnam with a total investment of no more than RMB 2 billion [113]. - Leapmotor's first batch of electric SUVs arrived in Brazil [114]. 3.3.4. Overseas: Policy Dynamics - Russia will allocate 5.7 billion rubles from 2025 - 2027 to develop electric vehicle charging infrastructure, aiming to have 28,000 DC charging stations with an output power over 149kW in operation by 2030 [114]. 3.3.5. Overseas: Industry Dynamics - In the UK, July passenger car sales decreased by 5.0% to 140,000 units, while pure - electric and plug - in hybrid vehicles increased by 9.1% and 33.0% respectively [115]. - In Germany, July passenger car sales increased by 11.1% to 265,000 units, with pure - electric and plug - in hybrid vehicles increasing by 58.0% and 83.6% respectively [116]. - In Brazil, July new car sales increased by 0.8% to 243,000 units, with pure - electric and plug - in hybrid vehicles increasing by 48.2% and 22.3% respectively [116]. 3.4. Industry Views - Similar to the core views, it emphasizes the sales situation in the 31st week of 2025 and the adjustment of the full - year forecast by the China Passenger Car Association [118]. 3.5. Investment Suggestions - The penetration rate of the Chinese new energy vehicle market exceeded 30% in 2023 and 50% since 2024. In 2025, high - competitiveness new car products continue to be launched, and price wars are gradually halted. Overseas, due to strong trade protectionism in Europe and the US, there are risks in exports. Attention should be paid to new growth points such as countries along the Belt and Road and the Middle East. In terms of the competitive landscape, domestic independent brands' market share continues to expand, and attention should be paid to companies with strong product capabilities, smooth overseas expansion, and stable supply [3][119].

Market Overview - The Shanghai Composite Index fell by 0.12% on August 8, with 17 out of the 28 sectors rising, led by the comprehensive and building materials sectors, which increased by 1.56% and 1.16% respectively [1] - The power equipment sector rose by 0.62%, while the computer and electronics sectors experienced declines of 2.38% and 1.15% respectively [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 41.085 billion yuan, with 8 sectors seeing net inflows [1] - The power equipment sector had the highest net inflow of 2.024 billion yuan, followed by the public utilities sector with a 0.67% increase and a net inflow of 1.132 billion yuan [1] Power Equipment Sector Performance - In the power equipment sector, 195 out of 359 stocks rose, with 5 hitting the daily limit up, while 157 stocks fell, including 1 hitting the daily limit down [2] - The top three stocks with the highest net inflow in the power equipment sector were Zhongchao Holdings (5.68 billion yuan), Sunshine Power (4.33 billion yuan), and Shanshan Shares (2.87 billion yuan) [2] - The stocks with the highest net outflow included Shanghai Electric (3.99 billion yuan), Wolong Electric Drive (3.93 billion yuan), and Xiangdian Shares (1.18 billion yuan) [2][4] Top Gainers in Power Equipment Sector - The top gainers in the power equipment sector included: - Zhongchao Holdings: +9.96% with a turnover rate of 20.00% and a main capital flow of 567.62 million yuan - Sunshine Power: +9.08% with a turnover rate of 7.49% and a main capital flow of 433.29 million yuan - Shanshan Shares: +6.93% with a turnover rate of 8.23% and a main capital flow of 287.14 million yuan [2] Top Losers in Power Equipment Sector - The top losers in the power equipment sector included: - Shanghai Electric: -1.80% with a turnover rate of 2.66% and a main capital flow of -398.61 million yuan - Wolong Electric Drive: -2.84% with a turnover rate of 7.28% and a main capital flow of -393.35 million yuan - Xiangdian Shares: -3.09% with a turnover rate of 3.03% and a main capital flow of -117.92 million yuan [4]

| 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].

Market Overview - The battery sector increased by 1.17% compared to the previous trading day, with Xingyun Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3583.31, up 0.66%, while the Shenzhen Component Index closed at 11041.56, up 0.46% [1] Stock Performance - Notable gainers in the battery sector included: - **Xingyun Co., Ltd.** (300648) with a closing price of 49.90, up 14.90% and a trading volume of 150,800 shares, totaling 713 million yuan [1] - **Xinyu Ren** (688573) closed at 33.16, up 9.58% with a volume of 121,100 shares [1] - **Jinyang Co., Ltd.** (301210) closed at 44.16, up 6.08% with a volume of 82,300 shares [1] Capital Flow - The battery sector saw a net inflow of 471 million yuan from institutional investors, while retail investors experienced a net outflow of 744 million yuan [2][3] - Major stocks with significant capital inflows included: - **Ningde Times** (300750) with a net inflow of 1.90 billion yuan from institutional investors [3] - **Weilan Lithium Core** (002245) with a net inflow of 1.11 billion yuan [3] Summary of Trading Data - The trading data for the battery sector showed a mix of gains and losses among various stocks, with some experiencing significant increases while others faced declines [2][3] - The overall sentiment in the battery sector appears positive, driven by strong performances from key players [1][2]