人民财讯8月4日电，上海洗霸（603200）8月4日晚间公告，为推动硫化锂业务的发展，公司拟与有研稀 土新材料股份有限公司签署《合资公司出资协议》，共同投资设立一家有限公司，新设子公司注册资本 为2亿元，其中公司以货币和非货币资产出资，认缴出资额为1.65亿元，占注册资本的82.5%。 ...

Group 1 - The company announced the appointment of Dai Fan as the Vice President, effective from the date of the board's approval until the end of the fifth board term [1]

智通财经8月4日电，上海洗霸(603200.SH)公告称，为推动硫化锂业务的发展，公司拟与有研稀土新材 料股份有限公司合资设立一家有限公司，新设子公司注册资本为2亿元，其中公司以货币和非货币资产 出资，认缴出资额为1.65亿元，占注册资本的82.5%，有研稀土以货币出资，认缴出资额为3500万元， 占注册资本的17.5%。新设子公司经营范围包括新材料技术研发、电子专用材料制造等。 上海洗霸：拟与有研稀土合资设立控股子公司 ...

上海洗霸股价再创历史新高，该股近期呈不断突破新高之势，近一个月累计有13个交易日股价刷新历史 纪录。截至13:20，该股目前上涨8.72%，股价报67.94元，成交1028.45万股，成交金额6.72亿元，换手 率5.86%，该股最新A股总市值达119.22亿元，该股A股流通市值119.22亿元。 证券时报·数据宝统计显示，上海洗霸所属的环保行业，目前整体涨幅为0.17%，行业内，目前股价上涨 的有72只，涨幅居前的有金科环境、恒誉环保、上海洗霸等，涨幅分别为11.70%、9.71%、8.72%。股 价下跌的有59只，跌幅居前的有赛恩斯、保丽洁、瀚蓝环境等，跌幅分别为3.62%、2.72%、2.18%。 公司发布的一季报数据显示，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%，基本每股收益为0.0560元，加权平均净资产收益率1.03%。 （文章来源：证券时报网） 7月11日公司发布上半年业绩预告，预计实现净利润9900.00万元至1.18亿元，同比变动区间为 136.47%~181.85%。（数据宝） ...

风险提示：土地收回款项的会计处理存在不确定性，环保行业政策变化可能影响公司业绩。 截至13时22分，上海洗霸涨停，股价报68.74元，成交额达7.44亿元。消息面上，公司及全资子公司上海 洗霸环保科技已与上海市嘉定区相关部门签订土地收回协议，并全额收到1.02亿元地块收回费用。该事 项经2025年5月股东大会审议通过，款项将按会计准则进行会计处理。2025年一季度公司实现营收1.03 亿元，净利润983万元。 ...

Group 1 - The core point of the news is that Shanghai Xiba experienced a significant stock price increase, reaching a 10.0% limit up, with a trading volume of 694 million yuan and a market capitalization of 11.991 billion yuan [1] - Shanghai Xiba is a publicly listed company on the Shanghai Stock Exchange, primarily engaged in providing specialty chemicals for water treatment, process specialty chemicals, battery materials, and related equipment [1] - The company's business scope includes comprehensive solutions for water treatment technology, cloud data center cooling, and advanced materials, serving various industries such as petrochemicals, automotive manufacturing, and semiconductor production [1] Group 2 - As of March 31, Shanghai Xiba had 32,300 shareholders, with an average of 5,437 circulating shares per shareholder [2] - For the first quarter of 2025, Shanghai Xiba reported a revenue of 103 million yuan, a year-on-year decrease of 17.73%, and a net profit attributable to shareholders of 9.8285 million yuan, down 51.39% year-on-year [2]

Investment Rating - The report maintains an "Outperform" rating for the electric equipment and new energy industry [1]. Core Insights - The sales of new energy vehicles (NEVs) in July were impressive, with the State Council's meeting emphasizing the need to regulate competition in the NEV industry, which is expected to benefit the sector's development. The introduction of new models in the second half of the year is anticipated to sustain high growth in domestic NEV sales, driving demand for batteries and materials [1][2]. - In the solid-state battery sector, Guoxuan High-Tech has officially initiated the design work for its first-generation solid-state battery production line, indicating a clear trend towards industrialization in this area. Attention should be paid to the progress of related materials and equipment companies [1][2]. - In the photovoltaic sector, the central economic work conference has called for a comprehensive rectification of "involutionary" competition, aiming to guide companies to enhance product quality and facilitate the orderly exit of outdated capacities. The Ministry of Industry and Information Technology has issued a notice regarding energy-saving supervision tasks for the polysilicon industry in 2025, maintaining a focus on energy consumption [1][2]. Summary by Sections Industry Overview - The electric equipment and new energy sector experienced a decline of 2.62% this week, with the wind power sector slightly increasing by 0.06%. The NEV index fell by 0.30%, while the lithium battery index saw a significant drop of 6.26% [2][10][13]. Key Industry Information - NEV deliveries in July included BYD with 344,300 units (up 1% year-on-year), Leap Motor with 50,100 units (up 127%), and Xpeng with 36,700 units (up 229%). However, Li Auto and NIO saw declines of 40% and 3%, respectively [2][27]. - The Ministry of Industry and Information Technology has issued a notice for energy-saving supervision in the polysilicon industry, and the China Electricity Council predicts an addition of 400 GW of new energy generation capacity by 2025 [2][27]. Company Developments - Contemporary Amperex Technology Co., Ltd. (CATL) reported a 33.33% year-on-year increase in net profit to CNY 30.485 billion for the first half of the year [30]. - Container Technology Co., Ltd. announced a stock issuance plan approved by the China Securities Regulatory Commission [30]. - The report highlights various companies' performance, including a significant loss reported by Rongbai Technology and a profit increase for Hongfa Technology [30]. Price Observations - The report notes that the prices of polysilicon and photovoltaic materials have shown fluctuations, with polysilicon prices stabilizing around CNY 49-55 per kg for dense materials and CNY 43-46 per kg for granular materials [15][19]. - The average price of silicon wafers has increased, with 183N wafers rising to CNY 1.20 per piece and 210N wafers reaching CNY 1.55 per piece [16][21]. Market Dynamics - The report emphasizes the importance of supply chain adjustments and the impact of international policies on pricing and demand in the photovoltaic sector, particularly in relation to the U.S. market [20][24].

天眼查商业履历信息显示，上海洗霸科技股份有限公司，成立于1994年，位于上海市，是一家以从事化 学原料和化学制品制造业为主的企业。企业注册资本17543.3805万人民币，实缴资本5100万人民币。公 司法定代表人为王炜。 通过天眼查大数据分析，上海洗霸科技股份有限公司共对外投资了30家企业，参与招投标项目642次， 知识产权方面有商标信息30条，专利信息117条，此外企业还拥有行政许可75个。 来源：金融界 资金流向方面，今日主力资金净流入1296.26万元，占比成交额2.21%。其中，超大单净流入938.70万 元、占成交额1.6%，大单净流入357.56万元、占成交额0.61%，中单净流出流出742.57万元、占成交额 1.27%，小单净流出553.69万元、占成交额0.94%。 上海洗霸最新一期业绩显示，截至2025一季报，公司营业总收入1.03亿元、同比减少17.73%，归属净利 润982.85万元，同比减少51.39%，扣非净利润963.16万元，同比减少51.78%，流动比率1.855、速动比率 1.609、资产负债率34.49%。 金融界消息 截至2025年8月1日收盘，上海洗霸（603200 ...

Core Viewpoint - The company has approved the transfer of lithium sulfide business-related assets by its subsidiary, Yuyuan Rare Earth, for no less than the assessed value of 109.54 million yuan [1][2]. Group 1: Asset Transfer Details - The transfer involves three contracts: proprietary technology, patents, and equipment related to lithium sulfide production [2][4][24]. - The proprietary technology is valued at 106.49 million yuan, with a deposit of 31.94 million yuan paid by the buyer, Shanghai Xiba Technology [7][9]. - The patents related to lithium sulfide production are valued at 1.0782 million yuan, with each of the three transferors receiving 359,400 yuan [18][19]. - The equipment and installation assets are valued at 1.9665 million yuan, with the distribution of payments among the three transferors [26][27]. Group 2: Buyer Information - The buyer, Shanghai Xiba Technology, is a publicly listed company with a registered capital of 175.48 million yuan and a normal financial status [2][3]. - The company operates independently from Yuyuan Rare Earth, with no related party transactions between them [3][4]. Group 3: Contractual Obligations - The contracts stipulate that the buyer must pay the transfer price within five working days after the contract takes effect [9][19][27]. - The seller is required to provide relevant technical documentation within ten working days after receiving the full payment [10][20][28]. - Any party that unilaterally terminates the contract must pay a penalty of 5% of the transfer price [12][21][28].

（文章来源：证券日报） 证券日报网讯 7月31日晚间，上海洗霸发布公告称，公司于2025年5月9日召开第五届董事会第十五次会 议和第五届监事会第十二次会议，于2025年5月26日召开2025年第一次临时股东大会，分别审议通过了 《关于全资子公司退回土地使用权的议案》，同意公司及全资子公司上海洗霸环保科技有限公司（简 称"上海洗霸环保"）向上海市嘉定区规划和自然资源局申请退回上海市嘉定区嘉定新城F01C-01地块 （简称"目标地块"）土地使用权，同时股东大会授权董事会及其授权人士办理目标地块收回事项涉及的 所有具体事宜并签署相关合同及文件。近期，公司及全资子公司上海洗霸环保与上海市嘉定区规划和自 然资源局和上海市嘉定区土地储备中心签订《嘉定区嘉定新城F01C-01地块土地收回协议书》，并已全 额收到上海市嘉定区土地储备中心支付的地块收回费用10，215.20万元。 ...