SUNSTONE(603612)
Search documents
非金属材料板块12月8日涨0.89%,长江材料领涨,主力资金净流出6739.23万元
Zheng Xing Xing Ye Ri Bao· 2025-12-08 09:04
证券之星消息,12月8日非金属材料板块较上一交易日上涨0.89%,长江材料领涨。当日上证指数报收 于3924.08,上涨0.54%。深证成指报收于13329.99,上涨1.39%。非金属材料板块个股涨跌见下表: 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。 从资金流向上来看,当日非金属材料板块主力资金净流出6739.23万元,游资资金净流入409.72万元,散 户资金净流入6329.51万元。非金属材料板块个股资金流向见下表: | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 001296 | 长江材料 | 26.97 | 3.41% | 12.62万 | | 3.38 Z | | 920971 | 天马新材 | 30.49 | 3.01% | 2.33万 | | 7078.54万 | | 301071 | 力量钻石 | 38.10 | 2.95% | 1 10.68万 | | 4.06亿 | | 688 ...
索通发展股份有限公司关于收到《经营者集中 反垄断审查不实施进一步审查决定书》的公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-12-04 08:36
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:603612 证券简称:索通发展 公告编号:2025-069 索通发展股份有限公司关于收到《经营者集中 反垄断审查不实施进一步审查决定书》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。 索通发展股份有限公司(以下简称"公司")与华阳新材料科技集团有限公司签署了《合资协议》,拟设 立合资公司山西索通华阳炭材料有限公司(暂定名,最终名称以市场监督管理局登记为准),并由该合 资公司作为项目实施主体,在山西省阳泉市盂县建设200kt/a高电流密度节能型炭材料及余热发电项目, 以完善预焙阳极产能布局,巩固市场竞争优势,进一步增强产业链粘性,发挥产业集群的综合效应。具 体内容详见公司于2025年10月31日在上海证券交易所网站(www.sse.com.cn)披露的《索通发展股份有 限公司对外投资暨签署〈合资协议〉的公告》(公告编号:2025-059)。 公司近日收到国家市场监督管理总局《经营者集中反垄断审查不实施进一步审查决定书》(反执二审查 决定〔2025〕714号), ...
成本高企+下游电解铝产能增长,预焙阳极价格快速上涨
Xuan Gu Bao· 2025-12-03 14:36
*风险提示:股市有风险,入市需谨慎 索通发展:公司是全球最大的商用预焙阳极供应商,截至2025年7月,公司预焙阳极在产产能346万吨, 计划2025年末预焙阳极签约产能达到约500万吨,负极产能8万吨,煅后焦130万吨,薄膜电容器超20亿 只生产规模。 天山铝业:公司拥有预焙阳极年产能60万吨,可以满足现有电解铝产能全部阳极碳素的需求。 *免责声明:文章内容仅供参考,不构成投资建议 据百川盈孚数据,12月3日预焙阳极市场均价5638元/吨,较上一日大涨5.82%,并实现三连涨。今年下 半年以来,预焙阳极市场价格呈现阶梯式攀升走势,7月至今累计涨幅已超过15%。 证券时报表示,近期石油焦价格高位整理,最新市场均价为3115元/吨,部分负极焦价格继续上行。原 料煤焦油预计仍坚挺走势,短期波动不大,煤沥青市场偏稳整理。综合来看,原料成本仍旧维持高位水 平,对预焙阳极价格偏好氛围。下游需求方面,电解铝价格持续走高,开工产能稳中小增,开工产能达 4414万吨,对预焙阳极需求旺盛。近期新疆地区电解铝企业将继续释放新投产产能,预计行业理论开工 产能呈增加态势,对预焙阳极需求或有增量。成本高位叠加需求持续旺盛,预焙阳极价格或 ...
索通发展(603612) - 索通发展股份有限公司关于收到《经营者集中反垄断审查不实施进一步审查决定书》的公告
2025-12-03 09:00
证券代码:603612 证券简称:索通发展 公告编号:2025-069 索通发展股份有限公司 关于收到《经营者集中反垄断审查不实施进一步审查决定书》 的公告 公司近日收到国家市场监督管理总局《经营者集中反垄断审查不实施进一步 审查决定书》(反执二审查决定〔2025〕714 号),具体内容如下: "根据《中华人民共和国反垄断法》第三十条规定,经初步审查,现决定, 对索通发展股份有限公司与华阳新材料科技集团有限公司新设合营企业案不实施 进一步审查。你公司从即日起可以实施集中。该案涉及经营者集中反垄断审查之 外的其他事项,依据相关法律办理。" 公司将根据相关事项进展情况,按照有关证券监管要求,及时履行信息披露 义务,敬请广大投资者关注公司在上海证券交易所网站(www.sse.com.cn)及指定 信息披露媒体发布的相关公告,理性投资并注意投资风险。 特此公告。 索通发展股份有限公司董事会 2025 年 12 月 4 日 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。 索通发展股份有限公司(以下简称"公司")与华阳新材料科技集团有限公 ...
非金属材料板块12月2日跌0.46%,宁新新材领跌,主力资金净流出2969.41万元
Zheng Xing Xing Ye Ri Bao· 2025-12-02 09:05
证券之星消息,12月2日非金属材料板块较上一交易日下跌0.46%,宁新新材领跌。当日上证指数报收于 3897.71,下跌0.42%。深证成指报收于13056.7,下跌0.68%。非金属材料板块个股涨跌见下表: | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 605086 | 龙高股份 | 40.35 | 9.35% | 10.24万 | | 3.96亿 | | 001296 | 长江材料 | 27.05 | 1.16% | 15.04万 | | 4.02亿 | | 603826 | 坤彩科技 | 17.70 | -0.34% | 2.66万 | | 4715.42万 | | 920971 | 天马新材 | 30.96 | -0.35% | 1.99万 | 6178.95万 | | | 688300 | 联瑞新材 | 56.21 | -1.09% | 1.55万 | 8748.54万 | | | 920832 | 齐鲁华信 | 7.46 | -1.32% | 1.11万 | 828 ...
108股连续5日或5日以上获融资净买入
Zheng Quan Shi Bao Wang· 2025-12-01 03:33
据iFinD统计,截至11月28日,沪深两市共有108股连续5日或5日以上获融资净买入。连续获融资净买入 天数最多的股票是工大高科,连续12个交易日获净买入;连续获融资净买入天数较多的还有中远海能、 索通发展、上海机场、旗滨集团、众辰科技、赛微电子、国投丰乐、卓翼科技等股。 (文章来源:证券时报网) ...
非金属材料板块11月28日涨2.31%,龙高股份领涨,主力资金净流入9106.58万元
Zheng Xing Xing Ye Ri Bao· 2025-11-28 09:08
Market Performance - The non-metal materials sector increased by 2.31% compared to the previous trading day, with Longgao Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3888.6, up 0.34%, while the Shenzhen Component Index closed at 12984.08, up 0.85% [1] Stock Performance - Longgao Co., Ltd. (code: 605086) closed at 33.99, with a rise of 10.00% and a trading volume of 100,300 shares, resulting in a transaction value of 336 million yuan [1] - Kuncai Technology (code: 603826) closed at 17.84, up 3.66%, with a trading volume of 58,700 shares and a transaction value of 10.4 million yuan [1] - Lichong Diamond (code: 301071) closed at 37.68, up 2.25%, with a trading volume of 77,600 shares and a transaction value of 291 million yuan [1] Capital Flow - The non-metal materials sector saw a net inflow of 91.07 million yuan from institutional investors, while retail investors experienced a net outflow of 33.12 million yuan [2][3] - Longgao Co., Ltd. had a net inflow of 75.38 million yuan from institutional investors, accounting for 22.45% of its total trading volume [3] - Kuncai Technology experienced a net inflow of 7.20 million yuan from institutional investors, representing 6.94% of its total trading volume [3]
索通发展股份有限公司关于2025年11月份提供担保的公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-11-28 00:35
Core Points - The company has provided guarantees for its subsidiaries and affiliates to support their financing needs, with a total guarantee limit of RMB 12 billion for 2025 [1][2][17] - As of the announcement date, the total amount of guarantees provided by the company and its subsidiaries is RMB 159.26 billion, which is 308.01% of the company's audited net assets for 2024 [17] - The company has no overdue guarantees as of the announcement date [18] Summary of Guarantee Details Guarantee Objects and Basic Information - The company has provided guarantees for several subsidiaries, including Liming Suotong International Trade Co., Ltd., Suotong Qili Carbon Material Co., Ltd., Chongqing Jinqi Carbon Co., Ltd., and others [1][3][17] Cumulative Guarantee Situation - The total guarantee balance for Liming Suotong is RMB 398.50 million, with an unused guarantee limit of RMB 138 million [3] - The total guarantee balance for Suotong Qili is RMB 449.20 million, with an unused guarantee limit of RMB 490 million [3] - The total guarantee balance for Chongqing Jinqi is RMB 175.50 million, with an unused guarantee limit of RMB 273 million [3] - The total guarantee balance for Hubei Suotong is RMB 571.50 million, with an unused guarantee limit of RMB 650 million [3] - The total guarantee balance for Yunnan Suotong Yun Aluminum is RMB 1.56 billion, with an unused guarantee limit of RMB 200 million [3] - The total guarantee balance for Jiayuguan Prebaked Anode is RMB 515 million, with an unused guarantee limit of RMB 812 million [3] - The total guarantee balance for Jiayuguan Carbon Material is RMB 641.10 million, with an unused guarantee limit of RMB 657 million [3] - The total guarantee balance for Tiandong Baikuang is RMB 345.35 million, with an unused guarantee limit of RMB 1.25 billion [3] Internal Decision-Making Process - The guarantee limit for 2025 was approved by the company's board and shareholders, allowing for the guarantees to be used within the approved limit [1][2][17] Necessity and Reasonableness of Guarantees - The guarantees are deemed necessary to support the subsidiaries' operational needs and are aligned with the company's overall strategic interests [17] - The company maintains control over the subsidiaries' management and financial aspects, ensuring that the guarantee risks are manageable [17] Board of Directors' Opinion - The board believes that the guarantees will not adversely affect the company's operations or financial stability, as the subsidiaries have good creditworthiness [17]
索通发展:截至11月10日公司股东总数为45501户
Zheng Quan Ri Bao· 2025-11-27 11:13
(文章来源:证券日报) 证券日报网讯 11月27日,索通发展在互动平台回答投资者提问时表示,截至11月10日,公司股东总数 为45501户。 ...
索通发展:公司及子公司对外担保总额约159.26亿元
Mei Ri Jing Ji Xin Wen· 2025-11-27 11:02
Group 1 - The company, Suotong Development, announced that as of the disclosure date, the total external guarantees provided by the company and its subsidiaries amount to approximately RMB 15.926 billion, which represents 308.01% of the company's audited net assets for the year 2024 [1] - The actual guarantee balance is approximately RMB 7.439 billion, accounting for 143.87% of the company's audited net assets for 2024 [1] - The total guarantees provided to the controlling subsidiaries amount to approximately RMB 15.674 billion, which is 303.12% of the company's audited net assets for 2024 [1] Group 2 - The actual guarantee balance for the controlling subsidiaries is approximately RMB 7.186 billion, representing 138.98% of the company's audited net assets for 2024 [1] - The company does not provide guarantees for its controlling shareholders, actual controllers, or their related parties [1] - For the first half of 2025, the revenue composition of Suotong Development is as follows: the anode segment accounts for 95.62%, the cathode segment for 4.02%, and the capacitor segment for 0.99%, with inter-segment eliminations accounting for -0.63% [1]