2025 年 8 月 4 日上海洗霸公告称， 公司拟与有研稀土签署协议设立一家合资子公司。 新设子公司注册 资本为 2 亿元，上海洗霸认缴出资额为 1.65 亿元，占注册资本的 82.5%，有研稀土认缴出资额为 3500 万元，占注册资本的 17.5%。 近年来，上海洗霸在着力做好水处理特种化学品主营业务的同时，大力拓展锂离子固态电池先进材料业 务。 此前，该公司通过公开竞拍形式竞得有研稀土硫化锂业务相关资产。 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源： 综合自企业公告 、锂电小 百科 由于搭上了固态电池的概念，今年以来上海洗霸股价频繁涨停，年内累计涨幅达 200%。不过上海洗霸在 股价异常波动公告中称，公司目前相关投入相对较少，相关送样样品的检测、匹配结果和应用前景也具有 较大不确定性，固态电池相关业务暂未形成长期稳定收入，对整体业绩暂不构成影响。 进固态电池群 ，加小编微信：13248122922 注：添加好友请备注 公司名称、姓名、职务，入群需发送1张您的纸质名片~ 有研稀土母公司有研新材今年 6 月披露的相关公告显示，此次转让的资产包含固态电 ...

Investment Rating - The report assigns a "Buy" rating for the company, marking its first coverage [1]. Core Views - The company is positioned to leverage its foundation in water treatment specialty chemicals to create a second growth curve in the new energy sector, with a focus on advanced materials and solutions for data center cooling systems [8][13]. - The company has demonstrated strong growth potential, with significant increases in net profit projected for 2025-2027, driven by new business lines in silicon-carbon and solid-state battery materials [8][10]. Summary by Sections 1. Water Treatment Specialty Chemicals - The company is a leading provider in the domestic water treatment sector, serving over 3,500 clients, including more than 150 Fortune 500 companies [13][16]. - The business model encompasses three core areas: specialty chemicals and customized equipment for water treatment, cooling systems for data centers, and advanced materials for solid-state batteries [13][16]. 2. Silicon-Carbon Materials - The company collaborates with top research teams to develop leading silicon-carbon anode materials, achieving stable mass production and validation from major battery manufacturers [8][10]. - The silicon-carbon materials are expected to open new market opportunities due to their energy density advantages and technological breakthroughs [8][10]. 3. Solid-State Batteries - The company has made significant advancements in solid-state battery materials, including the industrial-scale production of oxide and halide electrolytes [8][10]. - Partnerships with research institutions have strengthened the company's competitive edge in solid-state battery technology [8][10]. 4. Financial Projections - The company forecasts net profits of 1.42 billion, 2.03 billion, and 6.29 billion yuan for 2025, 2026, and 2027 respectively, reflecting year-on-year growth rates of 229.5%, 43.6%, and 209.3% [1][8]. - The projected price-to-earnings ratios for the same years are 85.24, 59.36, and 19.19, indicating a favorable valuation outlook as the company expands its new energy business [1][8]. 5. Market Data - The company's closing price is reported at 72.40 yuan, with a market capitalization of approximately 12.7 billion yuan [5][6]. - The company maintains a stable financial structure with a debt-to-asset ratio of 34.49% and a net asset value per share of 5.53 yuan [6][5].

8月4日晚间，上海洗霸（603200）(SH603200，股价72.40元，市值127.05亿元)发布公告称，公司与有研 稀土新材料股份有限公司(以下简称有研稀土)合资设立控股子公司，意在推动硫化锂业务的发展，进一 步提高公司在锂离子固态电池先进材料领域的综合竞争能力。 《每日经济新闻》记者注意到，有研稀土是有研新材（600206）(SH600206，股价19.08元，市值161.52 亿元)的控股子公司。此次上海洗霸新设子公司与不久前的一场资产收购相关。 7月26日，上海洗霸收到通知，公司成为有研稀土部分资产(专有技术)项目、有研稀土部分资产(专利)项 目及有研稀土部分资产(设备及产线安装配套投入)项目的受让方。而上海洗霸此次设立子公司的非货币 资产出资，正是这部分技术及设备资产。 新公司注册资本2亿元 上海洗霸公告显示，新设子公司注册资本为2亿元，其中上海洗霸以货币及非货币资产认缴出资1.65亿 元，占注册资本的82.5%；有研稀土以货币出资3500万元，占注册资本的17.5%。 据记者了解，新设子公司名称尚未最终确定，经营范围涵盖新材料技术研发、电子专用材料制造、新兴 能源技术研发等。 从出资细节来看， ...

Economic News - The Ministry of Commerce reported that China's service trade import and export totaled 38,872.6 billion yuan in the first half of the year, a year-on-year increase of 8.0% [1] - The China Logistics and Purchasing Federation announced that the logistics industry prosperity index for July was 50.5, indicating continued expansion but a slight slowdown in growth [1] - The People's Bank of China and six other departments stated that by 2027, the financial system supporting the high-end, intelligent, and green development of manufacturing will be basically mature [1] - The National Healthcare Security Administration announced that 55 types of drugs will be included in the 11th batch of centralized procurement, with rational bidding from enterprises [1] - The Supreme People's Court reported that 1,156 cases of medical insurance fraud were concluded in 2024, recovering over 400 million yuan in losses [1] - The Shanghai Stock Exchange revealed that the number of new A-share accounts in July increased by 71% year-on-year, reflecting a recovery in the A-share market [1] Company News - China Shipbuilding Industry Corporation plans to absorb and merge China Shipbuilding Heavy Industry Company, leading to the latter's delisting [5] - Green通科技 intends to use 45,040 million yuan of raised funds to acquire a 46.92% stake and invest 8,000 million yuan in Damo Semiconductor, resulting in a 51% stake in the company [5] - Shanghai Washba established a joint venture with Yuyuan Rare Earth New Materials Co., with a registered capital of 200 million yuan [5] - Maiwei Bio's chairman received an administrative penalty from the China Securities Regulatory Commission for suspected short-term trading [5] Bond Market Analysis - The Ministry of Finance announced that starting August 8, 2025, interest income from newly issued government bonds will be subject to VAT, reversing previous exemptions [7] - The policy aims to narrow the tax burden differences in the bond market and is expected to help alleviate fiscal pressure, as public budget revenue decreased by 0.3% year-on-year in the first half of the year [8] - The impact of the VAT restoration on 10-year government bonds is estimated to be around 10 basis points for self-operated accounts and 5 basis points for asset management products [9] - The new tax policy may lead to a widening of the yield spread between new and old bonds, with credit bonds potentially becoming more attractive [10] - The bond market is expected to experience fluctuations in the short term, with a projected yield range of 1.6% to 1.8% [12]

每经AI快讯，上海洗霸涨3.11%，报70.88元/股，股价再创新高，总市值突破124.38亿元，成交额达 1501.94万元。 （文章来源：每日经济新闻） ...

Meeting Overview - The fifth board meeting of Shanghai Xiba Technology Co., Ltd. was held on August 4, 2025, in a combination of on-site and communication formats, with all 9 directors present [2][3] - The meeting was chaired by Dr. Wang Wei, and all relevant matters were notified to the directors in advance [2] Resolutions Passed - The board approved the proposal for external investment to establish a holding subsidiary, with all 9 votes in favor [4][5] - The board also approved the appointment of Mr. Dai Fan as Vice President, effective from the date of the board's approval until the end of the current board's term, with all 9 votes in favor [6][7] External Investment Details - The company will jointly establish a limited company with Yuyuan Rare Earth New Materials Co., Ltd., with a registered capital of RMB 200 million [11] - Shanghai Xiba will contribute RMB 165 million, accounting for 82.5% of the registered capital, while Yuyuan Rare Earth will contribute RMB 35 million, accounting for 17.5% [11][12] - The investment aims to enhance the company's capabilities in the lithium-ion solid-state battery advanced materials sector [30] New Subsidiary Information - The new subsidiary will focus on new material technology research and development, electronic materials manufacturing, and related services [19] - The governance structure will include a shareholders' meeting and a board of directors, with specific representation from both parent companies [17][25] Appointment of Vice President - Mr. Dai Fan, a master's degree holder and current director of strategic development, has been appointed as Vice President [33][35] - His term will last until the current board's term ends, and he has no prior connections with major shareholders [35]

Core Viewpoint - The market experienced a slight rebound after a low opening, with the three major indices showing modest gains on August 4th [1] Market Performance - The total trading volume in the Shanghai and Shenzhen markets reached 1.5 trillion, a decrease of 99.8 billion compared to the previous trading day [1] - The Shanghai Composite Index rose by 0.66%, the Shenzhen Component Index increased by 0.46%, and the ChiNext Index gained 0.5% [1] Sector Performance - The military industry stocks saw a significant surge, with over 20 stocks, including North China Long Dragon, hitting the daily limit [1] - Robotics concept stocks showed strong fluctuations, with Zhejiang Rongtai reaching the daily limit [1] - Solid-state battery concept stocks were active, with Shanghai Washba hitting the daily limit and setting a new historical high [1]

Suspension and Resumption of Trading - Shenzhou New Materials has resumed trading after the completion of verification [1] - *ST Huarong is suspended due to significant matters being planned by its controlling shareholder, which may lead to a change in control [1] - Sanchao New Materials has resumed trading following a change in its controlling shareholder to Boda New Energy's parent company [1] - China Shipbuilding Industry Corporation is suspended as it will submit a voluntary delisting application after implementing cash options for dissenting shareholders [1] Mergers and Acquisitions - Lvtong Technology plans to acquire 51% of Damo Semiconductor for 530 million yuan, which is expected to support its strategic transformation and industrial upgrade [2] Investment Cooperation and Operational Status - Jinfeng Technology plans to invest approximately 1.0137 billion yuan in the "JF New Materials Phase I Eastern Production Base" project in Shanghai [3] - Ruikeda has begun small-scale supply of products for humanoid robots [4] - Gaode Infrared signed contracts worth 307 million yuan for a complete equipment system and thermal imaging products, accounting for 11.46% of its audited revenue for 2024 [4] - Shanghai Xiba plans to establish a joint venture with Yoyan Rare Earth with a registered capital of 200 million yuan to promote lithium sulfide business [4] - Qiaoyuan Co. intends to invest 302 million yuan in a special gas production base for electronic and medical applications in Chengdu [4] Performance Changes - Haowei Group expects a net profit of 1.906 billion to 2.046 billion yuan for the first half of the year, representing a year-on-year increase of 39.43% to 49.67% [5]

Key Points - The core viewpoint of the articles revolves around various companies' announcements regarding stock performance, financial results, and strategic initiatives, highlighting both growth opportunities and challenges in their respective sectors. Group 1: Company Announcements - Aowei New Materials will resume trading on August 5, 2025, with no significant changes in its fundamentals, reporting a 12.50% increase in revenue to 784 million yuan but a 32.91% decrease in net profit due to foreign exchange losses [1][1] - Guizhou Moutai has repurchased 3.4517 million shares, totaling 5.301 billion yuan, which will be used for capital reduction [1][1] - China Shipbuilding plans to address dissenting shareholder buyout requests, leading to a suspension of its stock from August 13, 2025 [2] - China Heavy Industry is set to be absorbed by China Shipbuilding, potentially leading to its delisting from the Shanghai Stock Exchange [3] - Leshan Electric will implement a low electricity price policy for residential use starting September 1, 2025, which is expected to reduce its revenue by approximately 16.6 million yuan [4] - Ruikeda has begun small-scale supply of humanoid robot products, projecting sales revenue of about 10 million yuan for 2025 [5] - Fuyuan Pharmaceutical's innovative drug FY101 is still in Phase I clinical trials, with significant uncertainty regarding its success [6] - Lvtong Technology plans to acquire 51% of Damo Semiconductor for 530 million yuan to facilitate its strategic transition to the semiconductor industry [8] - Xizang Tianlu sold shares of China Power Construction for a total of 184 million yuan, expecting a net investment gain of approximately 45.75 million yuan [9] - Howey Group anticipates a net profit increase of 39% to 50% for the first half of 2025, driven by growth in its image sensor products [10] - Yipin Hong's subsidiary has received approval for clinical trials of its innovative drug for endometriosis [11] - Huiyu Pharmaceutical's innovative drug for advanced solid tumors has completed its first patient dosing in Phase I trials [12] - XGIMI Technology is planning to issue H-shares and apply for listing on the Hong Kong Stock Exchange [13] - Longyang Electronics' HVLP copper foil products are still in the verification stage, with no revenue generated yet [14] - ST Yuancheng's independent director is under investigation for serious violations, but this will not affect the company's operations [15] - Xiling Power is focusing on robot components as a strategic direction, expanding its product development [17] - Shanghai Xiba plans to establish a joint venture with Yuyuan Rare Earth to promote lithium sulfide business development [18] Group 2: Financial Performance - Chiplink Integration reported a revenue of 3.495 billion yuan for the first half of 2025, with a net loss of 170 million yuan, an improvement from a loss of 471 million yuan in the previous year [19] - Liaoning Port's net profit for the first half of 2025 increased by 110.78% to 956 million yuan, with total revenue of 5.693 billion yuan [20] Group 3: Share Buybacks and Holdings - Nanjing Bank's shareholder Nanjing High-Tech increased its stake to 9% by acquiring 750,770 shares [21] - Xuedilong plans to reduce its holdings by up to 1% of the total share capital, amounting to 6.36 million shares [21]

上海洗霸此前曾公告，公司关注到近期固态电池概念受市场关注度较高，公司相关业务尚未获得批量订 单，暂未形成长期稳定收入，对公司整体业绩暂不构成影响。"基于产品迭代及市场发展的不确定性， 公司目前相关投入相对较小，相关送样样品的检测、匹配结果和应用前景也具有较大不确定性。"上海 洗霸强调。 财报数据显示，一季度公司共实现营业收入1.03亿元，同比下降17.73%；实现净利润982.85万元，同比 下降51.39%。 上海洗霸表示，为了推动锂离子固态电池先进材料业务发展，公司通过公开竞拍形式竞得有研稀土硫化 锂业务相关资产。公司拟与有研稀土签署《合资公司出资协议》，共同投资设立一家有限公司，强化公 司在新能源细分领域的发展。 今年以来，上海洗霸在新能源领域动作频频。今年5月，公司发布公告称，与中国科学院大连化学物理 研究所拟签订《高比能氢电混动电源系统技术转让(专利权)合同》《特种固态锂离子电池技术技术转让 (专利权)合同》，拟购买专利资产。同时，上海洗霸与核心技术团队、管理团队等相关主体拟合资设立 2家控股子公司，注册资本均为1000万元。 值得注意的是，凭借固态电池概念，上海洗霸股价震荡上行，今年屡次创下历史新 ...