Group 1 - The company stated that it only discloses segment financial information in its semi-annual and annual reports, and does not include this information in its quarterly reports [1] - Silicon-carbon anodes, as a core material for solid-state batteries, are currently in the testing phase, with the testing work progressing as planned [1]

Core Insights - The company's third-quarter profit fluctuations were influenced by three main factors [1] - The pre-baked anode industry saw a slight decrease in procurement benchmark prices in the third quarter, impacting profit margins [1] - The price differential between medium-sulfur and high-sulfur petroleum coke has narrowed, slightly reducing the cost advantages from intelligent blending technology [1] - A major overhaul of the roasting furnace at Jiayuguan Suotong Carbon Materials Co., Ltd. occurred in the third quarter [1] - The pre-baked anode industry is expected to improve in the fourth quarter, with procurement benchmark prices in October and November showing a month-on-month increase [1] - The price differential between medium-sulfur and high-sulfur petroleum coke is expanding [1]

Group 1 - The company participated as a limited partner in the investment of the Shanghai Feiyu Xinyan Investment Management Partnership, with an investment amount of RMB 10 million, representing 4.5975% of the total fund size of RMB 217.51 million [1] - The company has received a total of RMB 12.7852 million from the investment, which includes both the investment cost and returns [2] - The company will transfer its 4.5975% stake in the partnership to a limited partner for RMB 158,850, following a reduction in the total capital of the partnership from RMB 217.51 million to RMB 3.455147 million [2] Group 2 - The transaction will not have a substantial impact on the company's financial status or operational activities, and it does not harm the interests of the company or its shareholders, particularly minority shareholders [3] - The company has provided an overview of its cooperation with private equity funds to date [3]

证券代码：603612 证券简称：索通发展 公告编号：2025-067 | 投资标的名称 | 晋江斐昱歆琰股权投资合伙企业（有限合伙） 原名：上海斐昱歆琰投资管理合伙企业（有限合伙） | | | | --- | --- | --- | --- | | 投资金额（万元） | 1,000 | | | | 投资进展阶段 | 完成 进展 | 终止 | 交易要素变更 | | 特别风险提示 （如有请勾选） | 募集失败 | | | | | 未能完成备案登记 | | | | | 提前终止 | | | | | 发生重大变更 | | | | | 其他： | 不适用 | | 一、合作投资基本概述情况 索通发展股份有限公司（以下简称"公司"）于 2020 年 5 月 18 日签署了《上 海斐昱歆琰投资管理合伙企业（有限合伙）之合伙协议》，作为有限合伙人参与 投资上海斐昱歆琰投资管理合伙企业（有限合伙）（现已更名为：晋江斐昱歆琰 股权投资合伙企业（有限合伙），以下简称"斐昱歆琰"）。斐昱歆琰规模为人 民币 21,751 万元，公司以自有资金投资人民币 1,000 万元，投资比例为 4.5975%。 具体内容详见公司 ...

Core Viewpoint - The company announced its participation as a limited partner in an investment in Feiyu Xinyan, with an initial investment of 10 million yuan, representing a 4.5975% stake. As of the announcement date, the company has received a total of 12.7852 million yuan from this investment [1] Group 1 - The company invested 10 million yuan in Feiyu Xinyan in May 2020, acquiring a 4.5975% stake [1] - As of the announcement date, the total return from this investment, including cost and profit, amounts to 12.7852 million yuan [1] - On November 25, 2025, a partner meeting at Feiyu Xinyan approved a capital reduction, decreasing the company's investment from 10 million yuan to 158,850 yuan [1] Group 2 - The company transferred its 4.5975% stake in Feiyu Xinyan to Chen Xiaojun for a price of 15,885 yuan, resulting in the company no longer holding any shares in Feiyu Xinyan [1] - The transaction is stated to have no substantial impact on the company [1] - The current balance of the company's investment in private equity funds stands at 30.15885 million yuan [1]

Core Insights - The non-metal materials sector experienced a rise of 0.96% on November 24, with Changjiang Materials leading the gains [1] - The Shanghai Composite Index closed at 3836.77, up 0.05%, while the Shenzhen Component Index closed at 12585.08, up 0.37% [1] Sector Performance - Changjiang Materials (001296) saw a significant increase of 10.00%, closing at 28.06 with a trading volume of 229,500 shares and a transaction value of 609 million yuan [1] - Other notable performers included Longgao Co. (605086) with a 3.37% increase, and Lianrui New Materials (688300) with a 2.67% increase [1] Capital Flow - The non-metal materials sector had a net inflow of 23.06 million yuan from institutional investors, while retail investors saw a net outflow of 27.36 million yuan [2][3] - The main capital inflow was observed in stocks like Changjiang Materials and Lianrui New Materials, while stocks like Suotong Development (603612) experienced significant outflows [3]

Market Overview - The non-metal materials sector experienced a decline of 4.31% on November 21, with Suotong Development leading the drop [1] - The Shanghai Composite Index closed at 3834.89, down 2.45%, while the Shenzhen Component Index closed at 12538.07, down 3.41% [1] Stock Performance - Jiangsu Materials (001296) saw a significant increase of 10.00%, closing at 25.51, with a trading volume of 161,000 shares and a turnover of 398 million [1] - Other notable declines included Suotong Development (603612) down 7.33% to 22.87, and Tianma New Materials (920971) down 6.94% to 30.29 [2] Capital Flow - The non-metal materials sector had a net inflow of 80.44 million from institutional investors, while retail investors experienced a net outflow of 54.42 million [2] - The main stocks with significant capital flow included Jiangsu Materials with a net inflow of 116 million, while Suotong Development had a net outflow of 7917.43 million from retail investors [3]

Market Overview - The non-metal materials sector experienced a decline of 0.99% on November 20, with Suotong Development leading the drop [1] - The Shanghai Composite Index closed at 3931.05, down 0.4%, while the Shenzhen Component Index closed at 12980.82, down 0.76% [1] Stock Performance - Notable stock performances included: - Lianrui New Materials (688300) rose by 2.04% to a closing price of 55.40, with a trading volume of 42,200 shares and a transaction value of 233 million [1] - Longgao Co., Ltd. (605086) increased by 0.39% to 30.55, with a trading volume of 44,100 shares [1] - Suotong Development (603612) fell by 3.41% to 24.68, with a trading volume of 212,600 shares and a transaction value of 53.5 million [2] Capital Flow - The non-metal materials sector saw a net outflow of 42.67 million from institutional investors and 22.05 million from retail investors, while individual investors contributed a net inflow of 64.72 million [2] - The capital flow for specific stocks indicated: - Lianrui New Materials had a net inflow of 8.65 million from institutional investors but a net outflow of 24.10 million from retail investors [3] - Longgao Co., Ltd. experienced a net inflow of 11.57 million from institutional investors but a net outflow of 14.06 million from retail investors [3]

Core Viewpoint - The company, Suotong Development Co., Ltd., is set to hold a performance briefing for the third quarter of 2025 to discuss its operational results and financial status with investors [2][3]. Group 1: Meeting Details - The performance briefing will take place on November 25, 2025, from 3:30 PM to 4:30 PM [6][7]. - The meeting will be conducted in an online text interaction format via the Jinmen Finance platform [6][7]. - Investors can participate by logging into the specified website during the meeting time [5][6]. Group 2: Investor Engagement - Investors are encouraged to submit questions from November 20 to November 24, 2025, by accessing a dedicated question collection page or via email [2][5]. - The company will address commonly asked questions during the briefing, within the limits of information disclosure regulations [3][5]. Group 3: Participants - Key participants in the meeting will include the company's president, independent directors, and financial executives [4].

证券代码：603612 证券简称：索通发展 公告编号：2025-066 索通发展股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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： 1.会议召开时间：2025年11月25日（星期二），下午3:30-4:30 2.会议召开地址：进门财经（网址：https://s.comein.cn/v4616zw5） 3.会议召开方式：网络文字互动方式 会议召开时间：2025年11月25日（星期二），下午3:30-4:30 会议召开地址：进门财经（网址：https://s.comein.cn/v4616zw5） 会议召开方式：网络文字互动方式 三、参加人员 公司董事、总裁郎静女士，独立董事陈宁先生，副总裁、董事会秘书袁钢先 生，财务总监章夏威女士（如遇特殊情况，参会人员可能进行调整）。 四、投资者参加方式 1.投资者可在2025年11月25日（星期二）下午3:30-4:30，通过互联网登录进门 财经（https://s.comein.cn/v4616zw5），在线参与本次 ...