8月27日，容百科技盘中上涨2.05%，截至10:16，报23.93元/股，成交1.51亿元，换手率0.90%，总市值 171.03亿元。 资金流向方面，主力资金净流入523.59万元，特大单买入791.19万元，占比5.23%，卖出826.13万元，占 比5.46%；大单买入4474.48万元，占比29.57%，卖出3915.94万元，占比25.88%。 容百科技今年以来股价涨14.19%，近5个交易日涨4.91%，近20日涨4.86%，近60日涨31.66%。 资料显示，宁波容百新能源科技股份有限公司位于浙江省余姚市谭家岭东路39号，成立日期2014年9月 18日，上市日期2019年7月22日，公司主营业务涉及锂电池三元正极材料及其前驱体的研发、生产和销 售。主营业务收入构成为：正极材料96.62%，材料销售2.66%，其他0.46%，前驱体0.26%。 容百科技所属申万行业为：电力设备-电池-电池化学品。所属概念板块包括：三元锂电、钠电池、电池 回收、固态电池、锂电池等。 截至8月10日，容百科技股东户数3.35万，较上期增加5.97%；人均流通股13889股，较上期减少5.64%。 2025年1月-6 ...

从解禁市值来看，6家公司解禁股数超亿元。容百科技、宣泰医药、联合化学解禁市值居前，解禁市值 分别为57.07亿元、37.98亿元、18.41亿元。 从解禁量来看，6家公司解禁股数超千万股。宣泰医药、容百科技、亚星化学解禁量居前，解禁股数分 别为3.11亿股、2.5亿股、7211.54万股。 每经AI快讯，Wind数据显示，周一（8月25日），共有12家公司限售股解禁，合计解禁量为7.7亿股，按 最新收盘价计算，合计解禁市值为147.86亿元。 从解禁股数占总股本比例来看，5家公司解禁比例超10%。宣泰医药、容百科技、凯格精机解禁比例居 前，解禁比例分别为68.61%、34.91%、23.36%。 ...

数据显示，下周A股市场将有37只股票面临解禁，合计解禁数量为50.68亿股，按最新收盘价计算，合计解禁市值为924.68亿元，周环比增加1.74%。 从解禁股情况来看，徐工机械、大族数控将解禁市值均超310亿元，大族数控、宣泰医药、宏英智能、佳力奇流通盘均将增加超100%。 2只股票将解禁市值均超310亿元 在下周面临解禁的37只股票中，从解禁市值情况来看，Wind数据显示，按最新收盘价计算，徐工机械、大族数控、容百科技解禁市值居前，解禁市值分 别为319.08亿元、316.47亿元、57.07亿元。 数据显示，徐工机械8月29日将解禁35.69亿股，均为定向增发机构配售股份。大族数控8月28日将解禁3.59亿股，均为首发原股东限售股份。容百科技8月 25日将解禁2.50亿股，均为首发原股东限售股份。 从市场表现来看，Wind数据显示，截至8月22日，下周解禁市值居前的徐工机械、大族数控、容百科技8月以来分别上涨6.68%、13.72%、2.51%。 下周解禁市值前十股票 | 代码 | 简称 | 解禁日期 | 解禁数量 | 解禁市值 | 解禁比例 | 解禁股份类型 | | --- | --- | --- | ...

Summary of Key Points Core Viewpoint - The upcoming week will see 37 stocks in the A-share market facing a total of 5.068 billion shares being unlocked, with a total market value of 92.468 billion yuan, representing a week-on-week increase of 1.74% [1][2]. Stock Unlocking Details - The stocks with the highest unlocking market value are Xugong Machinery (319.08 billion yuan), Dazhu CNC (316.47 billion yuan), and Rongbai Technology (57.07 billion yuan) [2][3]. - Xugong Machinery will unlock 3.569 billion shares on August 29, all from targeted placement to institutional investors. Dazhu CNC will unlock 359 million shares on August 28, all from original shareholders' limited shares. Rongbai Technology will unlock 250 million shares on August 25, also from original shareholders' limited shares [2][3]. Market Performance - As of August 22, Xugong Machinery, Dazhu CNC, and Rongbai Technology have seen respective price increases of 6.68%, 13.72%, and 2.51% since August [2][4]. Detailed Unlocking Information - The top ten stocks facing unlocking next week include: - Xugong Machinery: 3.569 billion shares, 319.08 billion yuan, 30.37% of total shares, from targeted placement [3][10]. - Dazhu CNC: 359 million shares, 316.47 billion yuan, 84.39% of total shares, from original shareholders [3][10]. - Rongbai Technology: 250 million shares, 57.07 billion yuan, 34.91% of total shares, from original shareholders [3][10]. Significant Changes in Circulation - Four stocks will see their circulation increase by over 100% post-unlocking, including Dazhu CNC (84.39%), Xuanta Pharmaceutical (68.61%), Hongying Intelligent (65.47%), and Chengdian Guangxin (47.30%) [8][10]. - Dazhu CNC's unlocking will increase its circulation by 576.53%, Xuanta Pharmaceutical by 218.53%, Hongying Intelligent by 191.50%, and Chengdian Guangxin by 90.89% [8]. Shareholder Information - Major shareholders of Xugong Machinery include Xuzhou Engineering Machinery Group Co., Ltd., and others, with the shares coming from a 2022 private placement at an issue price of 5.55 yuan per share [3][5]. - Dazhu CNC's major shareholders include Dazhu Laser Technology Industry Group Co., Ltd., with the stock price having increased over 20% since its listing [6][7].

Group 1: MSCI China Index Adjustment - MSCI announced a significant adjustment to its flagship index system, effective after the market close on August 26 [1] - The MSCI China Index will add 14 new stocks, including 9 Hong Kong stocks and 5 A-shares, which will attract substantial passive investment [1] - 17 stocks will be removed from the MSCI China Index, with 14 being A-shares and 3 being B and Hong Kong stocks [1] Group 2: Domestic Oil Price Adjustment - Domestic oil prices are set to decrease by approximately 215 CNY per ton, translating to a reduction of about 0.17 CNY per liter, effective from August 26 [2] Group 3: Central Bank Market Operations - The central bank will have 20,770 million CNY in reverse repos maturing next week, with specific amounts maturing each day [3] Group 4: Earnings Reports - Over 3,700 listed companies are scheduled to disclose their mid-year reports from August 25 to August 31, including major banks [4] Group 5: Lock-up Shares Release - 37 companies will have lock-up shares released next week, totaling 5,068 million shares with a market value of approximately 924.08 million CNY [5] - The top three companies by market value of released shares are XCMG Machinery (31,908 million CNY), Dazhu CNC (31,647 million CNY), and Rongbai Technology (5,707 million CNY) [5] Group 6: New Stock Opportunities - Two new stocks will be issued next week: Sanxie Electric on August 26 and Huaxin Precision on August 25 [9] - The issuance price for Sanxie Electric is set at 8.83 CNY, while Huaxin Precision will be issued at 18.60 CNY [10]

Group 1 - The core point of the article is that 31 stocks will have their restrictions lifted next week, with a total market value of 23.481 billion yuan based on the latest closing prices [1] - Rongbai Technology has the highest market value of restricted shares to be released, with 250 million restricted shares becoming tradable next week, primarily consisting of original shareholders' restricted shares from the initial public offering [1] - Several companies, including Nine Company-WD, Baiwei Storage, Rongbai Technology, Wanma Co., and Yinhui Technology, have recently received institutional research [1] Group 2 - The table lists the stocks with the highest market value of restrictions lifted, including Rongzi Technology (5.707 billion yuan), Zhenhua Wind Power (5.282 billion yuan), and Xuantai Pharmaceutical (3.798 billion yuan) [3] - The percentage of restricted shares released relative to the total shares varies, with Xuantai Pharmaceutical having 68.61% of its shares restricted, while Zhenhua Wind Power has 43.04% [3] - The price changes since August for these stocks show varied performance, with Kai Ge Precision Machinery increasing by 31.54% and Xuantai Pharmaceutical decreasing by 4.01% [3]

各位老铁，帮主郑重又来了！下周A股可得多留个心眼，别光盯着盘面涨势就忘了——有31只股票要迎来解禁，算下来总市值超230亿，这里面藏的机会和 风险，咱今天掰开揉碎了聊，尤其是中长线持仓的朋友，更得听仔细。 咱先说说这解禁的整体盘子，31只股、234亿出头的市值，不算特别大，但里头有几只个股的解禁规模得重点盯。最显眼的是容百科技，下周要解禁2.5亿 股，全是首发原股东限售股——简单说就是公司上市时，原股东手里锁着不能卖的股份，现在到时间能流通了，按最新价算，这部分解禁市值就有57亿，差 不多占了这次总解禁规模的四分之一。紧随其后的是振华风光，解禁0.86亿股，同样是原股东的限售股，解禁市值也超52亿，这俩龙头加起来就占了一半多 的解禁量，它们的动静很可能影响板块情绪。 除了市值，解禁比例更得注意。宣泰医药这次解禁比例直接飙到68.61%，意味着下周它能流通的股份一下子多了快七成，这种比例的解禁，短期股价波动 大概率会比平时大；还有振华风光、容百科技、凯格精机这些，解禁比例也都排在前面，手里持有这些股的老铁，得提前想想应对思路。 不过作为做了20年财经记者、专做中长线的人，帮主得说句实在话：解禁不是洪水猛兽。很多 ...

转自：证券时报 人民财讯8月22日电，下周将有31只股解禁（已发布解除或流通公告），按照最新收盘价计算，合计解 禁市值234.81亿元。容百科技下周将有2.5亿股上市流通，主要为首发原股东限售股份，解禁市值达 57.07亿元。振华风光的解禁规模次之，下周将有0.86亿股上市流通，解禁股主要为首发原股东限售股 份，解禁市值达52.82亿元。解禁比例来看，宣泰医药的解禁比例居首，达68.61%，振华风光、容百科 技、凯格精机等股的解禁比例居前。 ...

Core Viewpoint - The article discusses the fluctuating performance of Rongbai Technology, highlighting its revenue and profit changes over recent quarters, as well as its strategic shift towards sodium-ion and lithium iron phosphate materials in response to market dynamics [3][5][12]. Group 1: Financial Performance - In the first half of 2025, Rongbai Technology reported revenue of approximately 62.4 billion, a year-on-year decrease of about 9.2%, and a net loss of 68.39 million [3]. - The company's performance has been characterized by significant volatility, with Q1 2023 showing a revenue increase of about 62% year-on-year, followed by a Q2 revenue drop of approximately 29% [7]. - The Q3 2024 results indicated a revenue of about 44.36 billion, a year-on-year decrease of approximately 21.9%, but a net profit of 1.06 billion, reflecting a quarter-on-quarter growth of about 123% [8]. Group 2: Strategic Developments - Rongbai Technology is transitioning towards lithium iron phosphate and sodium-ion materials, with a new project for 6,000 tons of sodium-ion cathode materials launched in July 2025 [12]. - The company is also focusing on high-nickel ternary materials, with sales approaching 30,000 tons, and is increasing its emphasis on manganese lithium phosphate, expecting a doubling of shipments in 2024 [12]. - The company has successfully integrated into the supply chain of Korean battery manufacturers, showcasing its competitive edge in the lithium battery sector [12]. Group 3: Future Outlook - The company anticipates that the impairments recorded in the first half of 2025 may be partially reversed in the second half, as operational rates and shipment volumes are expected to improve [11]. - The strategic focus on solid-state batteries is also highlighted, with the development of 8-series and 9-series cathode materials that are compatible with sulfide solid-state batteries [13].

华泰联合证券有限责任公司 关于宁波容百新能源科技股份有限公司 2025 年半年度持续督导跟踪报告 公司营业收入主要来自于正极材料的销售，生产所需的主要原材料为镍盐、 钴盐、锂盐等，若后续宏观经济、原材料价格、市场竞争程度等发生重大不利变 化，而公司不能通过技术创新、工艺革新、提高产能利用率等措施降低生产成本、 提升盈利能力和市场竞争力，则公司可能会存在业绩大幅下滑或亏损的风险。 （二）核心竞争力风险 锂电池正极材料企业的关键核心竞争力在于产品的研发创新及制造的工艺 1 | 保荐机构名称：华泰联合证券有限责任公司 | 被保荐公司简称：容百科技 | | --- | --- | | 保荐代表人姓名：韩斐冲 | 联系电话：010-56839312 | | 保荐代表人姓名：董瑞超 | 联系电话：0755-82492010 | 根据《证券法》《证券发行上市保荐业务管理办法》和《上海证券交易所科 创板股票上市规则》等有关法律、法规的规定，华泰联合证券有限责任公司（以 下简称"华泰联合证券"或"保荐机构"）作为宁波容百新能源科技股份有限公 司（以下简称"容百科技"、"公司"或"发行人"）向特定对象发行 A 股股票 的保荐机构 ...