合盛硅业12月5日大宗交易平台共发生2笔成交，合计成交量158.50万股，成交金额7560.45万元。成交价 格均为47.70元，相对今日收盘价折价11.37%。 进一步统计，近3个月内该股累计发生7笔大宗交易，合计成交金额为4.74亿元。 证券时报·数据宝统计显示，合盛硅业今日收盘价为53.82元，上涨1.57%，日换手率为1.01%，成交额为 6.36亿元，全天主力资金净流出228.95万元，近5日该股累计下跌4.40%，近5日资金合计净流出1.50亿 元。 两融数据显示，该股最新融资余额为10.70亿元，近5日减少518.73万元，降幅为0.48%。 据天眼查APP显示，合盛硅业股份有限公司成立于2005年08月23日，注册资本118220.6941万人民币。 （数据宝） 12月5日合盛硅业大宗交易一览 | 成交量 （万 | 成交金额 | 成交价 格 | 相对当日收盘 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | | （万元） | | 折溢价（%） | | | | 股） | | （元） | | | | | 83.50 | 3982.9 ...

Core Viewpoint - The announcement details the shareholding and pledge status of Hoshine Silicon Industry Co., Ltd. and its major shareholder, Ningbo Hoshine Group Co., Ltd., highlighting significant pledged shares and ownership percentages [4][16]. Shareholding Summary - Ningbo Hoshine Group directly holds 486,647,073 shares, representing 41.16% of the total share capital of the company [4][16]. - After the latest pledge, Hoshine Group has a total of 242,409,100 pledged shares, which is 49.81% of its holdings and 20.50% of the company's total share capital [4][16]. Pledge Status of Related Parties - Together with its concerted actors, Luo Liguo, Luo Yi, and Luo Yedong, Hoshine Group holds a total of 869,105,229 shares, accounting for 73.52% of the total share capital [4][16]. - The total number of pledged shares among Hoshine Group and its concerted actors is 433,253,200, which constitutes 49.85% of their total holdings and 36.65% of the company's total share capital [4][16].

12月5日，合盛硅业大宗交易成交158.5万股，成交额7560.45万元，占当日总成交额的10.62%，成交价47.7元，较市场收盘价53.82元折价11.37%。 | 交易日期 | 证券简称 | 证券代码 | 成交价(元) | 成交金额(万元) 成交量(*) 买入营业部 | | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-12-05 | 合盛硅业 | 603260 | 47.7 | 3982.95 83.5 | 国泰海通证券股份 | 这通证套房找量露 | | | 2025-12-05 | 合盛硅业 | 603260 | 47.7 | 3577.5 75 | 国泰海通证券股份 | 财通证券股份有限 | | ...

据天眼查APP显示，合盛硅业股份有限公司成立于2005年08月23日，注册资本118220.6941万人民币。 （数据宝） 12月2日合盛硅业大宗交易一览 | 成交量 | 成交金 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | 额（万 | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | 元） | （元） | | | | | 126.80 | 6391.99 | 50.41 | -9.27 | 国泰海通证券股份有限公司广 州东风中路证券营业部 | 财通证券股份有限公司 慈溪文华南路证券营业 | | | | | | | 部 | | 87.00 | 4385.67 | 50.41 | -9.27 | 广发证券股份有限公司广州马 场路广发证券大厦证券营业部 | 财通证券股份有限公司 慈溪文华南路证券营业 | | | | | | | 部 | （文章来源：证券时报网） 合盛硅业12月2日大宗交易平台共发生2笔成交，合计成交量213.80万股，成交金额1.08亿元。成交价格 均为50.41元，相对今日收盘价折价9.2 ...

| 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( *) 买入营业部 | | | 类出管业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-12-02 | 응률硅亚 | 603260 | 50.41 126.8 | 6391.99 | 有限公司 201 | 是首次公告发展 | Ka | | 2025-12-02 | 导弹性业 | 603260 | 50.41 87 | 4385.67 | 武器和密度高 证券大厦证券管 | 品有限公司出版 | Ka | 12月2日，合盛硅业大宗交易成交213.8万股，成交额1.08亿元，占当日总成交额的11.43%，成交价50.41 元，较市场收盘价55.56元折价9.27%。 ...

Group 1 - The core point of the announcement is that the controlling shareholder, Ningbo Hosheng Group Co., Ltd., has pledged a portion of its shares in Hosheng Silicon Industry Co., Ltd., which raises concerns about the company's shareholding structure and potential risks associated with share pledges [2][3]. - As of the announcement date, Hosheng Group directly holds 486,647,073 shares, accounting for 41.16% of the total share capital of the company. After the pledge, the total pledged shares amount to 242,409,100, which is 49.81% of Hosheng Group's holdings and 20.50% of the company's total share capital [2]. - Hosheng Group and its concerted actors, including Luo Liguan, Luo Yi, and Luo Yedong, collectively hold 869,105,229 shares, representing 73.52% of the total share capital. The total pledged shares among them amount to 433,253,200, which is 49.85% of their total holdings and 36.65% of the company's total share capital [2]. Group 2 - Hosheng Group and its concerted actors have a good credit and financial status, with future repayment sources primarily from operating income, investment returns, and dividends from their holdings in the company. The pledge risks are considered manageable, and there are no substantial factors that could lead to a change in control of the company [2]. - The company will continue to monitor the share pledge situation of Hosheng Group and its concerted actors, ensuring compliance with relevant regulations and timely information disclosure [3].

Core Viewpoint - The announcement details the pledge of shares by the controlling shareholder, Ningbo Hoshine Group Co., Ltd., which holds a significant portion of Hoshine Silicon Industry Co., Ltd.'s shares, indicating a substantial level of pledged shares and the financial stability of the group [2][3]. Group 1: Shareholding and Pledge Details - As of the announcement date, Hoshine Group directly holds 486,647,073 shares, accounting for 41.16% of the total share capital of the company [2]. - After the pledge, Hoshine Group has a total of 242,409,100 pledged shares, which represents 49.81% of its holdings and 20.50% of the company's total share capital [2]. - Hoshine Group and its concerted actors, including Luo Liguo, Luo Yi, and Luo Yedong, collectively hold 869,105,229 shares, which is 73.52% of the total share capital [2]. Group 2: Pledge Risk Management - The total number of pledged shares by Hoshine Group and its concerted actors amounts to 433,253,200 shares, representing 49.85% of their total holdings and 36.65% of the company's total share capital [2][3]. - Hoshine Group and its concerted actors are reported to have good credit and financial conditions, with future repayment sources including operating income, investment returns, and dividends from held shares [3]. - The company will continue to monitor the share pledge situation and comply with relevant disclosure obligations [3].

Core Viewpoint - 合盛硅业 is a leading player in the global industrial silicon and organic silicon markets, with significant production capacity and competitive advantages in vertical integration [1] Group 1: Company Overview - 合盛硅业 ranks among the top in the world for industrial silicon production capacity and has been the largest producer in China for several consecutive years [1] - The company holds the number one position in organic silicon monomer capacity in China, showcasing strong competitive strength in vertical integration [1] Group 2: Forward Integration - The company has established a self-owned power plant in Xinjiang, leveraging low-cost coal resources to achieve lower electricity costs [1] - 合盛硅业 is expanding its production capacity for graphite electrodes to 14.5 million tons per year, which helps in reducing raw material costs [1] - Future limitations on industrial silicon and power generation indicators in Xinjiang may hinder the replication of the company's cost advantages [1] Group 3: Backward Integration - The company is extending its industrial chain into the downstream organic silicon sector, highlighting its cost advantages through integrated operations [1] - The dual leadership in industrial silicon and organic silicon, along with a coal-electric-silicon integrated layout, positions the company as a cost leader [1] Group 4: Industry Outlook - The industrial silicon and organic silicon industries have been stagnant for a long time, but under the "anti-involution" backdrop, there is potential for marginal improvement in industry conditions [1] - As a leader in the silicon industry chain, the company is expected to benefit significantly from the anticipated industry recovery [1] Group 5: Financial Projections - The projected net profits attributable to the company for 2025, 2026, and 2027 are estimated to be 150 million, 168 million, and 256 million yuan respectively [1] - The company maintains a "buy" rating based on its strong growth prospects [1]

Core Viewpoint - 合盛硅业 is a leading player in the global industrial silicon and organic silicon markets, with significant production capacity and competitive advantages in vertical integration [1] Group 1: Company Overview - 合盛硅业 ranks among the top in the world for industrial silicon production capacity and has been the number one producer in China for several consecutive years [1] - The company holds the largest production capacity for organic silicon monomers in China, showcasing strong competitive strength in vertical integration [1] Group 2: Forward Integration - The company has established a self-sufficient power plant in Xinjiang, leveraging low-cost coal resources to achieve cost advantages in power generation [1] - 合盛硅业 is expanding its production capacity for graphite electrodes to 14.5 million tons per year, which helps in reducing raw material costs [1] - Future limitations on industrial silicon and power generation indicators in Xinjiang may hinder the replication of the company's cost advantages [1] Group 3: Backward Integration - The company extends its industrial chain into the downstream organic silicon sector, highlighting its cost advantages through integrated operations [1] - The growth potential for the company remains strong due to its integrated layout in the coal, electricity, and silicon sectors [1] Group 4: Industry Outlook - The industrial silicon and organic silicon industries have been stagnant for a long time, but there is potential for marginal improvement in industry conditions under the "anti-involution" backdrop [1] - As a leader in the silicon industry chain, 合盛硅业 is expected to benefit significantly from the anticipated industry recovery [1] Group 5: Financial Projections - The company's projected net profits for 2025, 2026, and 2027 are estimated to be 150 million, 168 million, and 256 million yuan respectively [1] - The company maintains a "buy" rating based on its strong market position and growth prospects [1]

证券代码：603260 证券简称：合盛硅业 公告编号：2025-082 合盛硅业股份有限公司 关于控股股东部分股份质押的公告 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： 截至本公告日，合盛硅业股份有限公司（以下简称"公司"）控股股东宁波 合盛集团有限公司（以下简称"合盛集团"）直接持有公司股份486,647,073股， 占公司总股本的41.16%。本次质押后，合盛集团累计质押股份为242,409,100股， 占其所持股份比例的49.81%，占公司总股本比例的20.50%。 截至本公告日，合盛集团及其一致行动人罗立国、罗燚、罗烨栋合计直接持 有公司股份869,105,229股，占公司总股本的73.52%。本次质押后，合盛集团及其 一致行动人罗立国、罗燚、罗烨栋直接持有的公司股份中处于质押状态的股份累 计数为433,253,200股，占其合计所持公司股份总数的49.85%，占公司总股本的 36.65%。 公司于近日接到控股股东合盛集团关于其所持部分公司股份办理质押业务 的通知，具体事项如下： | 股东 | 是否 ...