格隆汇12月1日丨万盛股份(603010.SH)公布，截至2025年11月30日，公司已累计回购股份103,000股，占 公司总股本的比例为0.0175%，成交的最高价格为10.97元/股，成交的最低价格为9.71元/股，已累计支 付的总金额为人民币106.272万元（不含印花税及交易佣金等费用）。 ...

证券代码：603010 证券简称：万盛股份 公告编号：2025-088 二、 回购股份的进展情况 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第 7 号——回购股份》等有关规定，公司在回购股份期间，应当在每个月的前 3 个交 易日内公告截至上月末的回购进展情况。现将公司回购股份进展情况公告如下： 浙江万盛股份有限公司 关于以集中竞价交易方式回购公司股份的进展公告 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： | 回购方案首次披露日 | | 2025/4/12 | | | | --- | --- | --- | --- | --- | | 回购方案实施期限 | 4 月 29 日~2026 年 | 2025 年 | 4 | 月 28 日 | | 预计回购金额 | 5,000万元~10,000万元 | | | | | 回购用途 | √减少注册资本 □用于员工持股计划或股权激励 □用于转换公司可转债 | | | | | | □为维护公司价值及股东权益 | | | | | 累计已回购股数 | | 1 ...

Core Viewpoint - The lithium battery electrolyte sector has experienced a significant surge, with stocks such as Furi Shares, Shida Shenghua, and Wansheng Shares hitting the daily limit, driven by rising prices of key electrolyte components [1] Price Movements - On November 26, prices for lithium battery electrolyte components increased, with the price of vinyl carbonate (VC) rising by 3000 yuan/ton to an average of 168,000 yuan/ton [1] - The battery-grade ethylene carbonate (EC) saw an average price of 6550 yuan/ton, reflecting a year-on-year increase of 2.34% [1] - Lithium hexafluorophosphate (domestic) also rose by 2500 yuan/ton, reaching 163,000 yuan/ton after previously surpassing 160,000 yuan/ton [1] Market Outlook - CITIC Construction Investment Securities suggests that excess profits in the energy storage downstream investment operation segment will be transferred to materials, batteries, and integration sectors through price increases in the upstream due to a sharp rise in demand [1] - The lithium battery industry chain is considered to have significant elasticity, with a positive outlook on materials, particularly lithium hexafluorophosphate, iron lithium, anodes, membranes, and battery segments [1]

Core Viewpoint - The phosphate chemical sector has shown a positive performance with a 1.40% increase, ranking 9th among concept sectors, driven by significant gains in several stocks [1][2]. Group 1: Sector Performance - The phosphate chemical sector increased by 1.40%, with 39 stocks rising, including Wansheng Co., which hit the daily limit, and notable increases in Chenhua Co. (8.23%), Jushi Chemical (4.76%), and Qingshuiyuan (4.74%) [1][2]. - The sector experienced a net outflow of 510 million yuan from main funds, despite 20 stocks seeing net inflows, with Hunan YN leading at 119 million yuan [2][3]. Group 2: Fund Flow Analysis - The top stocks by net inflow ratio included Wansheng Co. (22.90%), Dongjiang Environmental (10.22%), and Hunan YN (8.73%) [3][4]. - The net inflow of main funds for Wansheng Co. was 48.97 million yuan, while other significant inflows were seen in Yuntianhua (79.93 million yuan) and Lvxihua (30.39 million yuan) [2][3]. Group 3: Stock Performance - Stocks with notable increases included Wansheng Co. (9.98%), Chenhua Co. (8.23%), and Qingshuiyuan (4.74%), while stocks like Yuegui Co. and Hongda Co. faced declines of 1.98% and 1.01%, respectively [1][5]. - The trading volume and turnover rates varied, with Hunan YN showing a turnover rate of 5.10% and a net inflow of 118.91 million yuan [3][4].

Core Viewpoint - The A-share market shows positive momentum with the Shanghai Composite Index at 3884.38 points, up 0.52%, and total trading volume reaching 815.37 billion yuan, indicating a strong market performance today [1]. Group 1: Market Performance - The Shanghai Composite Index is above its five-day moving average, reflecting a bullish trend [1]. - A total of 1706 A-shares have surpassed their five-day moving average, suggesting widespread positive sentiment among investors [1]. Group 2: Individual Stock Performance - Notable stocks with significant deviations from their five-day moving averages include: - Lian De Equipment (300545) with a deviation rate of 15.78% and a daily increase of 20.01% [1]. - Huarui Co., Ltd. (300626) with a deviation rate of 11.85% and a daily increase of 19.99% [1]. - Huazi Technology (300490) with a deviation rate of 11.15% and a daily increase of 15.39% [1]. - Other stocks with smaller deviations include: - Vision Smart (乖离率较小) and Tian'e Co., Ltd. (乖离率较小), which have just crossed their five-day moving averages [1].

Core Viewpoint - The company plans to increase capital in its wholly-owned subsidiaries, Shandong Wansheng New Materials Co., Ltd. and Shanghai Xinhongsheng New Materials Co., Ltd., to enhance their operational capabilities and support business development [2][3]. Summary by Sections Capital Increase Overview - The company intends to invest CNY 950 million (approximately USD 135 million) in Shandong Wansheng and CNY 20 million (approximately USD 2.9 million) in Shanghai Xinhongsheng, aimed at supplementing their working capital and enhancing development capabilities [3][5]. - The capital increase will be fully allocated to capital reserves, and the registered capital of both subsidiaries will remain unchanged [3][4]. Investment Targets - Shandong Wansheng New Materials Co., Ltd. was established in 2020 and is located in Weifang, Shandong Province, primarily engaged in the manufacturing of chemical raw materials and products [5]. - Shanghai Xinhongsheng New Materials Co., Ltd. was established in 2021 and is located in Shanghai, focusing on technology promotion and service [5]. Impact on the Company - The capital increase is aligned with the company's operational needs and strategic development, and it will not change the scope of the consolidated financial statements [9][4]. - The company will maintain direct control over the subsidiaries, which is expected to improve management efficiency and resource integration [26][9].

Core Viewpoint - Wansheng Co., Ltd. plans to increase capital for its wholly-owned subsidiaries to enhance their core competitiveness and operational capabilities [1] Group 1: Capital Increase Details - The company intends to increase capital by 950 million yuan for Shandong Wansheng and 20 million yuan for Shanghai Xinhongsheng [1] - The capital increase will be fully allocated to capital reserves, with no change in the registered capital of Shandong Wansheng and Shanghai Xinhongsheng [1] - After the capital increase, both subsidiaries will remain wholly-owned by the company [1]

Group 1 - The company Wansheng Co., Ltd. plans to increase capital by 950 million yuan to its wholly-owned subsidiary Shandong Wansheng and 20 million yuan to Shanghai Xinhongsheng to enhance operational capabilities and support future development needs [1] - The capital increase will be fully allocated to capital reserves, and the registered capital of both subsidiaries will remain unchanged [1] - As of the report date, Wansheng Co., Ltd. has a market capitalization of 6.4 billion yuan [1] Group 2 - For the year 2024, Wansheng Co., Ltd.'s revenue composition is projected to be 98.73% from industrial operations, 1.08% from trade, and 0.19% from other businesses [1]

证券代码：603010 证券简称：万盛股份 公告编号：2025-086 浙江万盛股份有限公司 关于对全资子公司增资的公告 增资标的名称：山东万盛新材料有限公司（以下简称"山东万盛"）； 上海鑫鸿盛新材料有限公司（以下简称"上海鑫鸿盛"） 增资金额：山东万盛增资 95,000 万元；上海鑫鸿盛增资 2,000 万元 资金来源：自有资金或自筹资金 交易实施尚需履行的审批及其他相关程序：浙江万盛股份有限公司 （以下简称"公司"）于 2025 年 11 月 26 日召开了第六届董事会第一次会议， 审议通过了《关于对全资子公司增资的议案》，同意公司使用自有资金或自筹 资金向山东万盛增资 95,000 万元，向上海鑫鸿盛增资 2,000 万元，用于补充 其营运资金，增强其发展能力。本次增资事项在公司董事会审批范围内，无 需提交公司股东会审议。 其它需要提醒投资者重点关注的风险事项：本次增资对象为公司的全 资子公司，整体风险可控，但仍受宏观经济、行业环境、市场竞争、经营管 理等因素的影响，经营状况和收益存在不确定性的风险。公司将加强对全资 子公司山东万盛、上海鑫鸿盛的运营管控，确保其合规、稳健、高效经营， 提高资金使用效率 ...

关于全资孙公司变更为全资子公司的公告 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： 证券代码：603010 证券简称：万盛股份 公告编号：2025-087 浙江万盛股份有限公司 1、交易对方名称：张家港市大伟助剂有限公司 2、统一社会信用代码：91320582730107547K 3、企业类型：有限责任公司 4、法定代表人：李闯 ●张家港市大伟助剂有限公司（以下简称"大伟助剂"）为公司全资子公司， 江苏万盛大伟化学有限公司（以下简称"江苏万盛"）为公司全资孙公司，大伟 助剂直接持有江苏万盛 100%股权。因大伟助剂长期未实际生产经营，已无实质 业务，为了精简子公司架构，提高公司整体的管理和运作效率，公司拟将江苏万 盛由全资孙公司变更为全资子公司。本次变更完成后，公司将直接持有江苏万盛 100%股权。 ●本次变更不构成关联交易，亦不构成重大资产重组。 ●根据《中华人民共和国公司法》《上海证券交易所股票上市规则》和《浙 江万盛股份有限公司章程》（以下简称"《公司章程》"）等相关规定，本次变更事 项在公司董事会审批 ...