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宁德时代成立新公司;孚能获定点;楚能再下订单;瑞浦净亏大幅收窄;欣旺达20GWh项目受理;湖南裕能落子马来西亚;比亚迪申请新专利
起点锂电· 2025-07-27 07:28
Group 1 - CATL has established a new energy company named Dongying Times Zero Carbon New Energy Technology Co., Ltd., focusing on carbon reduction and renewable energy technologies [2] - Funeng Technology received a development notification from GAC Group for battery pack assembly, expected to start supply within the year [3] - Chuangming New Energy signed a strategic cooperation agreement with Pinggao Group to develop mobile energy storage solutions [4] Group 2 - Chuangneng New Energy signed a long-term cooperation agreement with Nord Shares to procure 160,000 tons of copper foil materials over the next five years [5] - Ruipu Lanjun's revenue for the first half of the year is expected to be between 9.3 billion to 9.8 billion RMB, a growth of approximately 22.4% to 29.0% year-on-year [6] - Honeycomb Energy's second-generation battery has officially rolled off the production line, featuring a capacity of 65 kWh and ultra-fast charging capabilities [7] Group 3 - XWANDA's 20 GWh battery production project in Yiwu has received environmental approval, aiming for significant production capacity [8] - BYD has applied for a patent to increase the range of electric vehicles without changing battery pack dimensions [9][10] - Hunan Youneng plans to invest in a lithium battery cathode material project in Malaysia with a total investment of approximately 9.5 billion RMB [13] Group 4 - Jiangsu Yecheng New Materials' project for producing 400,000 tons of lithium battery anode materials has been approved [14] - Lithium Tai New Energy completed a million yuan angel round financing to advance battery safety technology [15] - Dingsheng New Materials announced a delay in the construction of its 800,000 tons battery foil project to December 2027 [16] Group 5 - Shanghai Weitai plans to acquire a 51% stake in Zhijiang New Materials, aiming to enter the lithium battery materials sector [17] - A new integrated phosphate-coal chemical project with a total investment of approximately 73 billion RMB has commenced construction [18][19] - Sichuan Wuke Jinsilicon received strategic investment to enhance its silicon-carbon anode material production capabilities [20] Group 6 - A 20 million RMB lithium battery composite new materials project has been signed in Jiangsu [21] - Yifei Laser delivered a new production line for large cylindrical batteries to a leading global battery customer [23] - Jing Shan Light Machinery has begun mass production of battery equipment for the energy storage sector [24] Group 7 - The Chinese lithium battery stacking equipment market is projected to reach 3.6 billion RMB in 2024, with a decline of 21.74% year-on-year [25] - A 18,000-ton lithium battery recycling project is set to be established in Heilongjiang [29] - A 48,000-ton lithium battery recycling project is proposed in Guangdong, with an investment of 651 million RMB [31] Group 8 - A new project for processing 60,000 tons of power batteries and 2 GWh of energy storage has been launched in Guangdong [32] - A 38,000-ton lithium battery recycling project is planned in Jiangxi [33] - BMW Group announced the establishment of a wholly-owned subsidiary in Nanjing, enhancing its information technology capabilities [35] Group 9 - XPeng Motors announced that its MONA M03 model has surpassed 150,000 cumulative deliveries [36] - Great Wall Motors reported a total revenue of 52.3 billion RMB for Q2 2025, a year-on-year increase of 7.8% [37] - BYD's 13 millionth electric vehicle has rolled off the production line [38] Group 10 - Chery aims to rank among the top ten global automotive manufacturers by the end of the year [39] - Mitsubishi Motors announced its complete withdrawal from the Chinese market [40][41] - Tesla's Model 3 has surpassed 3 million units in global sales [42]
鼎胜新材(603876) - 江苏鼎胜新能源材料股份有限公司关于实际控制人变动暨股东权益变动完成的公告
2025-07-24 07:46
证券代码:603876 证券简称:鼎胜新材 公告编号:2025-069 江苏鼎胜新能源材料股份有限公司 关于实际控制人变动暨股东权益变动完成的公告 公司控股股东鼎胜集团持有公司 26.82%股份,周贤海先生原持有的鼎胜集 团 77.78%的股权已变更登记至王小丽女士名下,即王小丽女士现持有鼎胜集团 100%股权。具体内容详见公司于 2025 年 7 月 9 日披露的《关于实际控制人变动 暨股东权益变动的进展公告》(公告编号:2025-065)。 2、直接权益过户完成情况 根据中国证券登记结算有限责任公司出具的《证券过户登记确认书》,周贤 海先生直接持有公司的 87,163,200 股股份已非交易过户至王小丽女士名下,本 次继承过户登记完成后,王小丽女士直接持有公司股份 99,043,200 股,占公司 总股本的 10.64%。 至此,王小丽女士直接持有公司股份 99,043,200 股,占公司总股本的 10.64%; 通过鼎胜集团间接持有公司股份 249,667,740 股,占公司总股本的 26.82%,即 合计持有公司股份 348,710,940 股,占公司总股本的 37.46%,为公司实际控制 人。 本公 ...
鼎胜新材: 江苏鼎胜新能源材料股份有限公司第六届监事会第十七次会议决议公告
Zheng Quan Zhi Xing· 2025-07-22 10:19
Group 1 - The company held the 17th meeting of the 6th Supervisory Board on July 22, 2025, with all three supervisors present, confirming the meeting's legality and effectiveness [1][2] - The Supervisory Board approved the extension of the construction period for the "Annual Production of 800,000 Tons of Battery Foil and Supporting Raw Materials Project" to December 2027, based on objective circumstances [1][2] - The decision to extend the project timeline does not alter the substantive content or the use of raised funds, ensuring no adverse impact on the implementation of the fundraising investment project [1][2] Group 2 - The voting results showed unanimous support with 3 votes in favor, representing 100% of the Supervisory Board [2] - The company assures that the adjustments made will not significantly affect its normal operations and align with its long-term development plan [1]
鼎胜新材(603876) - 中信证券股份有限公司关于江苏鼎胜新能源材料股份有限公司部分募投项目延期的核查意见
2025-07-22 09:46
中信证券股份有限公司 关于江苏鼎胜新能源材料股份有限公司 部分募投项目延期的核查意见 中信证券股份有限公司(以下简称"中信证券"或"保荐机构")作为江苏 鼎胜新能源材料股份有限公司(以下简称"鼎胜新材"或"公司")公开发行可转换 公司债券的保荐机构,根据《证券发行上市保荐业务管理办法》《上市公司募集 资金监管规则》《上海证券交易所股票上市规则》《上海证券交易所上市公司自律 监管指引第 1 号——规范运作》等有关规定,对公司部分募投项目延期的事项进 行了核查,具体情况如下: 江苏鼎胜新能源材料股份有限公司于 2025 年 7 月 22 日召开第六届董事会 第二十次会议,审议通过《关于公司部分募投项目延期的议案》,同意将募投项 目"年产 80 万吨电池箔及配套坯料项目"的建设完成期自 2025 年 8 月延期至 2027 年 12 月。除前述变更外,其他事项均无任何变更。具体内容公告如下: 一、募集资金基本情况 经中国证券监督管理委员会证监许可(2019)6 号文核准,公司获准发行可 转换公司债券为 125,400 万元,每张面值 100 元,共计 1,254 万张,发行价格为 100 元/张,期限 6 年。扣除 ...
鼎胜新材(603876) - 江苏鼎胜新能源材料股份有限公司关于部分募投项目延期的公告
2025-07-22 09:45
江苏鼎胜新能源材料股份有限公司(以下简称"公司"或"鼎胜新材")于 2025年7月22日召开第六届董事会第二十次会议,审议通过《关于公司部分募投 项目延期的议案》,同意将募投项目"年产80万吨电池箔及配套坯料项目"的建 设完成期自2025年8月延期至2027年12月。除前述变更外,其他事项均无任何变 更。具体内容公告如下: 一、募集资金基本情况 证券代码:603876 证券简称:鼎胜新材 公告编号:2025-067 江苏鼎胜新能源材料股份有限公司 关于部分募投项目延期的公告 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个别及连带责任。 经中国证券监督管理委员会证监许可(2019)6 号文核准,公司获准发行可 转换公司债券为 125,400 万元,每张面值 100 元,共计 1,254 万张,发行价格为 100 元/张,期限 6 年。扣除各项发行费用后,募集资金净额 124,459.06 万元。天 健会计师事务所(特殊普通合伙)对公司本次发行可转换公司债券的资金到位情 况进行了审验,并于 2019 年 4 月 16 日出具了《验证报告》 ...
鼎胜新材(603876) - 江苏鼎胜新能源材料股份有限公司第六届监事会第十七次会议决议公告
2025-07-22 09:45
证券代码:603876 证券简称:鼎胜新材 公告编号:2025-068 江苏鼎胜新能源材料股份有限公司 第六届监事会第十七次次会议决议公告 本公司监事会及全体监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个别及连带责任。 一、监事会会议召开情况 江苏鼎胜新能源材料股份有限公司(以下简称"公司")于2025年7月22日在 公司会议室以现场结合通讯表决方式召开第六届监事会第十七次会议。会议通 知于2025年7月17日以电子邮件方式等发出。本次会议由公司监事会主席张伟刚 先生主持,会议应出席监事3人,实际出席监事3人,董事会秘书等列席了会议。 本次会议的召集和召开符合《中华人民共和国公司法》和《江苏鼎胜新能源材 料股份有限公司章程》的有关规定,会议合法有效。 二、监事会会议审议情况 监事会认为:公司本次募投项目建设期延期是根据客观实际情况做出的审 慎决定,未调整项目的实质内容及募集资金的用途,不会对募集资金投资项目 实施产生不利影响,不存在改变或变相改变募集资金投向和损害股东利益的情 形。本次募投项目的调整,不会对公司的正常经营产生重大不利影响,符合公 司长期 ...
减持速报 | 艾罗能源(688717.SH)多高管计划集体减持,绿通科技(301322.SZ)股东拟减持逾3%
Xin Lang Cai Jing· 2025-07-21 01:54
Group 1 - Airo Energy (688717.SH) plans to reduce its shareholding by up to 0.78% of the total share capital within three months after 15 trading days due to personal funding needs [1] - Aopu Optoelectronics (002338.SZ) intends to reduce its shareholding by up to 240,000 shares, representing 1% of the total share capital, within 90 days after 15 trading days [1] - Placo New Materials (300811.SZ) completed a reduction of 1.01% of its shares, while shareholder Mei Jianjun reduced 8,134 shares, accounting for 0.0476% of the total share capital [1] Group 2 - Boqian New Materials (605376.SH) plans to reduce its shareholding by up to 261,600 shares, which is 1% of the total share capital, through block trading within three months after 15 trading days [1] - Boying Special Welding (301468.SZ) completed a reduction of 3.99% of its shares, totaling 394,480 shares [1] - Surveying and Mapping Co., Ltd. (300826.SZ) plans to reduce its shareholding by up to 50,000 shares, accounting for 0.03% of the total share capital, within three months after 15 trading days [1] Group 3 - Deyi Cultural Creation (300640.SZ) plans to reduce its shareholding by up to 300,000 shares, which is 0.0965% of the total share capital, within three months after 15 trading days [3] - Dingsheng New Materials (603876.SH) intends to reduce its shareholding by up to 3% of the total share capital through various trading methods within three months after 15 trading days [3] - Pan-Asia Micro透 (688386.SH) terminated its reduction plan early, having reduced 2.38% of its shares, bringing its holding to 4.95% [3] Group 4 - Guangpu Co., Ltd. (300632.SZ) plans to reduce its shareholding by up to 8,474,900 shares, which is 3% of the total share capital, within three months after 15 trading days [3] - Guorui Technology (300600.SZ) has reduced its shareholding by 7,297,300 shares, accounting for 2.48% of the total share capital, bringing its holding to 19.97% [3] - Hengtong Co., Ltd. (603223.SH) plans to reduce its shareholding by up to 21,425,600 shares, which is 3% of the total share capital, within three months after 15 trading days [4] Group 5 - Hongbao Li (002165.SZ) plans to reduce its shareholding by up to 14,705,400 shares, representing 2% of the total share capital, within three months after 15 trading days [4] - Hongquan IoT (688288.SH) reduced its shareholding by 869,977 shares, accounting for 0.86% of the total share capital, bringing its holding to 12.80% [4] - Huace Film and Television (300133.SZ) reduced its shareholding by 2.6 million shares, which is 0.14% of the total share capital, bringing its holding to 18.19% [4] Group 6 - Huada Jiutian (301269.SZ) plans to reduce its shareholding by up to 8,144,100 shares, which is 1.5% of the total share capital, within three months after 15 trading days [5] - Huqi Environmental Protection (300929.SZ) plans to reduce its shareholding by up to 1,312,500 shares and 8,800 shares by its concerted actors [5] - Huazheng New Materials (603186.SZ) plans to reduce its shareholding by up to 114,600 shares and 10,300 shares by its management [5] Group 7 - Jinan Technology (300412.SZ) plans to reduce its shareholding by up to 14,932,700 shares and 1,683,000 shares by its board member [5] - Jinma Amusement (300756.SZ) plans to reduce its shareholding by up to 4,712,000 shares, 2,017,000 shares, 508,200 shares, and 372,800 shares by its shareholders [6] - Longxin Zhongke (688047.SH) completed its reduction plan, with shareholders reducing a total of 588,000 shares [6] Group 8 - Limin Co., Ltd. (002734.SZ) completed its reduction plan, with a total reduction of 1.5 million shares, accounting for 0.3434% of the total share capital [7] - Longhua New Materials (301149.SZ) completed its reduction plan, with a total reduction of 986,600 shares, accounting for 0.2294% of the total share capital [7] - Lvtong Technology (301322.SZ) plans to reduce its shareholding by up to 4,829,300 shares, which is 3.39% of the total share capital, within three months after 15 trading days [7] Group 9 - Meidixi (688202.SH) plans to reduce its shareholding by up to 2 million shares, which is 1.49% of the total share capital, within three months after 15 trading days [8] - Nanjing Julong (300644.SZ) completed its reduction plan, with shareholders reducing a total of 62,300 shares [8] - Run Du Co., Ltd. (002923.SZ) plans to reduce its shareholding by up to 10,046,800 shares, which is 3% of the total share capital, within three months after 15 trading days [8]
晚间公告丨7月18日这些公告有看头
第一财经· 2025-07-18 15:32
Core Viewpoint - Multiple listed companies in the Shanghai and Shenzhen markets announced significant updates, including stock issuance terminations, share transfers, acquisitions, and financial performance reports, which may present investment opportunities and risks for investors [2]. Major Events - Jinbo Co., Ltd. announced the termination of its plan to issue A-shares to specific investors for the year 2025 [3]. - Cross-Border Communication's largest shareholder successfully auctioned 8 million shares for 36.09 million yuan, with no change in control [4]. - Shanghai Shimao Development's subsidiary plans to sell part of its Quanzhou project for 2.053 billion yuan, expecting a net profit of approximately 163 million yuan [6]. - Prit Group's subsidiary introduced a strategic investor, Guangzhou Guoyan No. 1, through a capital increase [7]. - Caesar Travel's subsidiary intends to acquire 51% of Guotour Fujian for 16.83 million yuan [8]. - Dongfang Fortune's shareholder plans to transfer 159 million shares, representing 1% of the total share capital [9]. - Changhong High-Tech plans to acquire 100% of Guangxi Changke's equity, with shares resuming trading on July 21 [10]. - Weifu High-Tech intends to convert its B-shares to be listed on the Hong Kong Stock Exchange [11][12]. - ST Yazhen's stock will resume trading on July 21 after completing a verification process [13]. - ChipLink Integration plans to acquire 72.33% of ChipLink Yuezhou for 5.897 billion yuan [14]. - Notai Bio will be subject to risk warnings, changing its A-share abbreviation to ST Notai due to previous financial misreporting [15]. - Delisted Jinguang's stock will cease trading on July 25 [16]. - Bohui Co. plans to purchase servers and related assets for intelligent computing services, with a total expenditure not exceeding 390 million yuan [17]. Financial Performance - CICC's subsidiary reported a net profit of 987 million yuan for the first half of the year [21]. - Great Wall Motors reported a net profit of 6.337 billion yuan, a decrease of 10.22% year-on-year [22]. - Shuangjie Electric expects a net profit of 100 million to 120 million yuan, an increase of 16.03% to 39.23% year-on-year [23]. - Shentong Technology reported a net profit of 64.278 million yuan, a year-on-year increase of 111.09% [24]. - Sanhuan Group anticipates a net profit of 1.128 billion to 1.333 billion yuan, a growth of 10% to 30% year-on-year [25][26]. - Nanjing Gaoke's contract sales reached 820 million yuan, a year-on-year increase of 824.68% [27]. - Kaierda expects a net profit of 1.97 million to 2.56 million yuan, a decrease of 89.11% to 91.62% year-on-year [28]. Major Contracts - Senyuan Electric signed a strategic cooperation agreement with Xuchang Digital Technology for a business collaboration worth up to 500 million yuan [29]. - Oke Technology signed a 176 million yuan equipment sales contract, accounting for 40.51% of its last year's revenue [30]. - Rike Chemical signed a strategic cooperation framework agreement with Dongming Petrochemical for various technical collaborations [31]. Shareholding Changes - Hongbaoli's major shareholder plans to reduce its stake by up to 2% [33]. - Yaopi Glass's shareholder plans to reduce its stake by up to 2% [34]. - Dingsheng New Materials' shareholders plan to reduce their stake by up to 3% [35]. - Huiyun Titanium's controlling shareholder plans to reduce its stake by up to 3% [36]. - MediX's shareholder plans to reduce its stake by up to 1.49% [37]. - Aopu Optoelectronics' controlling shareholder plans to reduce its stake by up to 1% [38]. - Huada Jiutian's major shareholders plan to reduce their stakes by up to 1.5% [39][40]. Financing Activities - Zhengyu Industrial plans to raise up to 450 million yuan through a private placement [41]. - Dongwu Securities plans to raise up to 6 billion yuan through a private placement, with specific subscriptions from major investors [42]. - Weiguang Bio plans to raise up to 1.5 billion yuan for its smart industrial base project [43].
晚间公告丨7月18日这些公告有看头
Di Yi Cai Jing· 2025-07-18 10:37
Group 1 - Jinbo Co., Ltd. has terminated the plan to issue A-shares to specific targets for the year 2025 [3] - Cross-Border Communication's largest shareholder, Yang Jianxin, successfully auctioned 8 million shares for 36.09 million yuan, with no change in control [4] - Shanghai Shimao Development's subsidiary plans to sell part of a project in Quanzhou for 2.053 billion yuan, expected to generate a net profit of approximately 163 million yuan [5] - Prit Group's subsidiary has introduced a strategic investor, Guanzhou Guoyan No.1, through a capital increase of 2 million yuan for a 10% stake [6] Group 2 - CICC's subsidiary, CICC Wealth, reported a net profit of 987 million yuan for the first half of the year [8] - Great Wall Motors reported a net profit of 6.337 billion yuan for the first half of the year, a decrease of 10.22% year-on-year [9] - Shuangjie Electric expects a net profit of 100 to 120 million yuan for the first half of the year, an increase of 16.03% to 39.23% year-on-year [10] - Shentong Technology reported a net profit of 64.278 million yuan for the first half of the year, a year-on-year increase of 111.09% [11] Group 3 - Senyuan Electric signed a strategic cooperation agreement with Xuchang Digital Technology for a business collaboration worth up to 500 million yuan [13] - Oke Technology signed a 176 million yuan equipment sales contract, accounting for 40.51% of the company's last year's revenue [14] - Rike Chemical signed a strategic cooperation framework agreement with Dongming Petrochemical for various technical collaborations [15] Group 4 - Hongbaoli's largest shareholder plans to reduce holdings by up to 2% of the company's shares [17] - Yaopi Glass's shareholder plans to reduce holdings by up to 2% of the company's shares [18] - Ding Sheng New Materials' shareholders plan to reduce holdings by up to 3% of the company's shares [19] Group 5 - Zhengyu Industrial plans to raise no more than 450 million yuan through a private placement [21] - Dongwu Securities plans to raise no more than 6 billion yuan through a private placement, with specific allocations for various business needs [23]
鼎胜新材(603876) - 江苏鼎胜新能源材料股份有限公司股东减持股份计划公告
2025-07-18 10:16
股东减持股份计划公告 本公司董事会、全体董事及相关股东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: 证券代码:603876 证券简称:鼎胜新材 公告编号:2025-066 江苏鼎胜新能源材料股份有限公司 上述减持主体存在一致行动人: 股东名称 持股数量 (股) 持股比例 一致行动关系形成原 因 第一组 普润平方 55,459,644 5.96% 同一普通合伙人 普润平方壹号 17,096,515 1.84% 同一普通合伙人 合计 72,556,159 7.79% — | 股东名称 | 普润平方壹号 | | --- | --- | | 计划减持数量 | 不超过:17,096,515 股 | | 计划减持比例 | 不超过:1.84%(合计不超过 3%) | | 减持方式及对应减持数 | 集中竞价减持,不超过:9,309,574 股 | | 量 | 大宗交易减持,不超过:17,096,515 股 | | 减持期间 | 2025 年 8 月 11 日~2025 年 11 月 10 日 | | 拟减持股份来源 | IPO 前取得及因公司以资 ...