一、锂电铝箔龙头公司盈利能力分析情况分析 从锂电 铝箔龙头 公司的营收毛利率情况来看， 2025上半年 营收 总体呈现增长趋势，但同比增速有所放缓，其中铝箔龙头鼎胜新材 2025 上半年营收同比增长15.94%，增速放缓8.63个百分点，万顺新材营收同比亏损10.11%， 2025 上半年 营收同比增速最快为 永杰新材， 同 比增长 18.61 % ，第二的是东阳光，同比增长 18.48%；铝箔龙头 公司毛利率 总体呈现下滑趋势 ；其中毛利率最高的为 东阳光 20.14 % ，最低的为万顺新材 5.33%。 | | | | 图表 1: 锂电铝箱龙头公司营收毛利率情况 | | | | | --- | --- | --- | --- | --- | --- | --- | | 名称 | 2024H1 营 | 2025H1 营 | 2024H1营收同 | 2025H1 营收 | 2024H1 毛利 | 2025H1 毛利 | | | 收(亿) | 收(亿) | 比 | 同比。 | 球 | 球 | | 鼎胜新材 (五星铝业) | 114.8 | 133.1 | 24. 57% | 15.94% | 9.81% | 8 ...

证券日报网讯新疆众和（600888）11月7日在互动平台回答投资者提问时表示，公司2021年限制性股票 与股票期权首次授予股票期权的行权价格为9.16元/份。 ...

格隆汇10月30日丨新疆众和(600888.SH)发布三季报，2025年前三季度实现营业总收入59.57亿元，同比 增长8.22%；归属母公司股东净利润5.31亿元，同比下降39.15%；基本每股收益为0.383元。 ...

| 证券代码：600888 | 证券简称：新疆众和 | 编号：临 | 2025-076 | 号 | | --- | --- | --- | --- | --- | | 债券代码：110094 | 债券简称：众和转债 | | | | 新疆众和股份有限公司 关于注销部分募集资金专项账户的公告 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。 一、募集资金基本情况 根据中国证券监督管理委员会（以下简称"中国证监会"）于 2023 年 6 月 29 日出具的《关于同意新疆众和股份有限公司向不特定对象发行可转换公司债 券注册的批复》（证监许可〔2023〕1445 号），公司向股权登记日 2023 年 7 月 17 日上海证券交易所收市后登记在册的原股东优先配售，原股东优先配售后余 额部分（含原股东放弃优先配售部分）采用网上通过上交所交易系统向社会公众 投资者发售的方式进行，共计发行 1,375 万张可转换公司债券，每张面值 100 元，募集资金总额为人民币 1,375,000,000.00 元，扣除承销及保荐费用、发行登 记费以及其他交易 ...

新疆众和股份有限公司 2025 年第三季度报告 证券代码：600888 证券简称：新疆众和 债券代码：110094 债券简称：众和转债 新疆众和股份有限公司 2025 年第三季度报告 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： 公司董事会及董事、高级管理人员保证季度报告内容的真实、准确、完整，不存在虚假记载、误 导性陈述或重大遗漏，并承担个别和连带的法律责任。 公司负责人孙健、主管会计工作负责人陆旸及会计机构负责人（会计主管人员）程亮保证季度报 告中财务信息的真实、准确、完整。 第三季度财务报表是否经审计 □是√否 1 / 18 新疆众和股份有限公司 2025 年第三季度报告 一、主要财务数据 （一） 主要会计数据和财务指标 | 项目 | 本报告期 | 上年同期 | | 本报告期比上 年同期增减变 | 年初至报告期末 | 上年同期 | | 年初至报告期 末比上年同期 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | ...

Core Viewpoint - The company plans to hold an investor briefing on November 4, 2025, to discuss its third-quarter performance and financial results for 2025, allowing investors to engage in a Q&A session [2][3][5]. Group 1: Meeting Details - The investor briefing is scheduled for November 4, 2025, from 11:00 to 12:00 [2][5]. - The meeting will take place at the Shanghai Stock Exchange Roadshow Center, and it will be conducted in an interactive online format [2][5]. - Investors can submit questions from October 28, 2025, to November 3, 2025, before 16:00, through the Roadshow Center website or via the company's email [2][4]. Group 2: Participation Information - Investors can participate in the briefing by logging into the Shanghai Stock Exchange Roadshow Center on the scheduled date [4][5]. - The company will address commonly asked questions during the briefing, ensuring transparency and engagement with investors [3][4]. - Contact information for inquiries includes a phone number and email address provided by the company [6].

| 证券代码：600888 | 证券简称：新疆众和 | 公告编号：2025-075 号 | | --- | --- | --- | | 债券代码：110094 | 债券简称：众和转债 | | 新疆众和股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 重要内容提示： 会议召开时间：2025 年 11 月 4 日（星期二）11:00-12:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： http://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动方式 投资者可于 2025 年 10 月 28 日（星期二）至 11 月 3 日（星期一）16:00 前登 录 上 证 路 演 中 心 网 站 首 页 点 击 " 提 问 预 征 集 " 栏 目 或 通 过 公 司 邮 箱 xjjw600888@joinworld.com 进行提问。公司将在说明会上对投资者普遍关注的 问题进行回答。 新疆众和股份有限公司（以下简称"公司"）拟于 2025 年 10 月 31 日发布公 司 2025 年第三季度报告，为便于广大投资者更全面深入 ...

Core Viewpoint - Xinjiang Zhonghe's stock price has experienced fluctuations, with a recent decline of 2.07% and a year-to-date increase of 17.86%, indicating volatility in market performance [1] Financial Performance - For the first half of 2025, Xinjiang Zhonghe reported revenue of 4.003 billion yuan, a year-on-year increase of 10.95%, while net profit attributable to shareholders decreased by 38.89% to 391 million yuan [2] - Cumulative cash dividends since the company's A-share listing amount to 1.828 billion yuan, with 1.017 billion yuan distributed over the past three years [3] Shareholder Structure - As of June 30, 2025, the number of shareholders decreased by 2.33% to 60,900, while the average circulating shares per person increased by 4.43% to 23,060 shares [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 12.4888 million shares, a decrease of 1.4128 million shares from the previous period [3]

Core Viewpoint - The company, Xinjiang Zhonghe (600888.SH), has stated that it has not engaged in the research and development of materials related to aluminum-ion batteries [1] Group 1 - The company confirmed its lack of involvement in aluminum-ion battery material development [1]

Summary of Key Points Core Viewpoint - The announcement details the conversion results of the "Zhonghe Convertible Bonds" into shares of Xinjiang Zhonghe Co., Ltd. for the third quarter of 2025, highlighting the total amount converted and the remaining unconverted bonds. Group 1: Cumulative Conversion Status - As of September 30, 2025, a total of 380,611,000 yuan of "Zhonghe Convertible Bonds" has been converted into 54,533,156 shares, representing 4.04% of the total shares outstanding before conversion as of December 31, 2023 [2][6]. Group 2: Unconverted Bonds - As of September 30, 2025, the amount of unconverted "Zhonghe Convertible Bonds" stands at 994,340,000 yuan, which accounts for 72.32% of the total issued convertible bonds [3][7]. Group 3: Quarterly Conversion Activity - From July 1, 2025, to September 30, 2025, only 5,000 yuan of "Zhonghe Convertible Bonds" was converted into 750 shares, which is negligible at 0.00% of the total shares outstanding before conversion as of December 31, 2023 [4][6]. Group 4: Convertible Bond Issuance Overview - The company issued 13.75 million convertible bonds on July 18, 2023, with a total value of 137,500,000 yuan, and these bonds began trading on August 14, 2023. The conversion period for these bonds is from January 24, 2024, to July 17, 2029 [5]. Group 5: Stock Option Plan Update - For the third quarter of 2025, there were no shares exercised under the 2021 stock option plan, with a total of 0 shares exercised, representing 0% of the total options available [12][15].