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of "involutionary" competition, aiming to guide companies to enhance product quality and facilitate the orderly exit of outdated capacities.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。 ...

证券代码：603200 证券简称：上海洗霸 公告编号：2025-053 上海洗霸科技股份有限公司 关于全资子公司退回土地使用权的进展公告 上海洗霸科技股份有限公司（以下简称"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（以下简称"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（以下简称"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。具体内容详见公司分别于 2025 年 5 月 10 日和 2025 年 5 月 27 日在上海证券交易所官网披露的《上海洗霸科技 股份有限公司关于全资子公司退回土地使用权的公告》（公告编号： 2025-023）和《上海洗霸科技股份有限公司 2025 年第一次临时股东 大会决议公告》（公告编号：2025-028）。 近期，公司及全资子 ...

证券代码：603200 证券简称：上海洗霸 公告编号：2025-052 上海洗霸科技股份有限公司 关于参与竞拍有研稀土新材料股份有限公司 硫化锂业务相关资产的进展公告 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。 一、交易概况 上海洗霸科技股份有限公司（以下简称"公司"）于 2025 年 7 月 7 日召开第五届董事会第十九次会议，审议通过了《关于参与竞拍有 研稀土新材料股份有限公司硫化锂业务相关资产的议案》，同意授权 公司管理层在董事会决策范围内参与竞拍有研稀土新材料股份有限 公司（以下简称"有研稀土"）公开挂牌转让的硫化锂业务相关资产 （以下简称"标的资产"）、签署相关协议、办理专利权转让等相关事 宜。具体内容详见公司于 2025 年 7 月 8 日在上海证券交易所官网披 露的《上海洗霸科技股份有限公司关于参与竞拍有研稀土新材料股份 有限公司硫化锂业务相关资产的公告》（公告编号：2025-046）。 2025 年 7 月 26 日,公司收到北京产权交易所签发的《交易签约 通知书》，公司成为有研稀土部分资产（专有技术）项 ...

Group 1 - The company announced the approval of the transfer of lithium sulfide business-related assets by its subsidiary, Youyan Rare Earth, for no less than the assessed value of 109.5424 million yuan [2] - The subsidiary has received a "Qualification Confirmation Letter" and "Transaction Signing Notice" from the Beijing Property Exchange, confirming that Shanghai Xiba Technology Co., Ltd. meets the conditions for acquisition [2][3] - The transaction price will not be less than the assessed value, and the contract must be signed within five working days of receiving the notice [2] Group 2 - Shanghai Xiba Technology Co., Ltd. was established in July 1994 and successfully listed on the Shanghai Stock Exchange in June 2017 [3] - The company specializes in water treatment technology services and air duct cleaning services, providing professional solutions based on chemical water treatment technology [3]

Core Viewpoint - The company is proposing an adjustment to its investment in the associated company Hainan Shenneng New Energy Co., Ltd. to meet urgent funding needs and facilitate project construction [4][11]. Group 1: Meeting Details - The third extraordinary general meeting of shareholders is scheduled for August 6, 2025, at 14:30 in Shanghai [5]. - Shareholders must register by July 31, 2025, to participate in the meeting [5]. - Voting will be conducted through a combination of on-site and online methods, ensuring all shareholders can exercise their voting rights [2][5]. Group 2: Proposal Overview - The proposal involves a capital increase for Hainan Shenneng from CNY 200 million to CNY 294.62 million, with the company holding a 10% stake [4][6]. - The capital increase is aimed at addressing Hainan Shenneng's urgent funding requirements for project development [6][8]. - Following the capital increase, the company plans to exit Hainan Shenneng through a zero-cost capital reduction, decreasing its registered capital to CNY 250.43 million [8][10]. Group 3: Related Party Transactions - The transaction is classified as a related party transaction due to the involvement of the company's controlling shareholder and board members in Hainan Shenneng [5][11]. - The capital increase will be conducted at a price of CNY 1 per registered capital, ensuring fairness and transparency [7][10]. - The company has not engaged in any other related party transactions with Hainan Shenneng in the past 12 months [11]. Group 4: Financial Impact - The transaction is expected to optimize the company's business structure and alleviate cash flow pressure, aligning with its strategic development plans [10][11]. - The financial impact of the transaction will be assessed based on the company's audited annual financial reports [10].