11月13日，华盛锂电大宗交易成交25万股，成交额2925万元，占当日总成交额的2%，成交价117元，较市场收盘价120元折价2.5%。 | | | ...

华盛锂电(688353.SH)发布公告，公司股票交易价格连续30个交易日内（2025年9月25日至2025年11月13 日）内收盘价格涨幅偏离值累计达到200%。属于股票交易严重异常波动情形。2025年前三季度，公司 营业收入5.39亿元，同比上涨62.29%；归属于上市公司股东的净利润亏损1.03亿元。但由于下游锂电行 业的恢复仍面临着不确定性，以及公司的降本增效仍在持续进行中，公司仍然面临业绩下滑或亏损的风 险。 ...

华盛锂电(688353.SH)发布公告，公司股票交易价格连续30个交易日内(2025年9月25日至2025年11月13 日)内收盘价格涨幅偏离值累计达到200%。属于股票交易严重异常波动情形。2025年前三季度，公司营 业收入5.39亿元，同比上涨62.29%；归属于上市公司股东的净利润亏损1.03亿元。但由于下游锂电行业 的恢复仍面临着不确定性，以及公司的降本增效仍在持续进行中，公司仍然面临业绩下滑或亏损的风 险。 ...

证券代码：688353 证券简称：华盛锂电 公告编号：2025-074 一、股票交易严重异常波动的具体情况 公司股票交易连续 30 个交易日内（2025 年 9 月 25 日至 2025 年 11 月 13 日） 内收盘价格涨幅偏离值累计达到 200%。根据《上海证券交易所科创板股票上市 规则》《上海证券交易所交易规则》《上海证券交易所科创板股票异常交易实时 监控细则》的有关规定，属于股票交易严重异常波动情形。 二、公司关注并核实的相关情况 江苏华盛锂电材料股份有限公司 股票交易严重异常波动公告 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： 江苏华盛锂电材料股份有限公司（以下简称"公司"）股票交易价格连 续 30 个交易日内（2025 年 9 月 25 日至 2025 年 11 月 13 日）内收盘价格涨幅偏 离值累计达到 200%。根据《上海证券交易所科创板股票上市规则》《上海证券 交易所交易规则》《上海证券交易所科创板股票异常交易实时监控细则》的有关 规定，属于股票交易严重异常波动情形。 经公司自查，并向 ...

格隆汇11月13日｜华盛锂电公告称，公司股票在2025年9月25日至11月13日连续30个交易日内收盘价格 涨幅偏离值累计达200%，属严重异常波动。经自查，公司及控股股东、实控人无应披露未披露重大信 息，生产经营正常。2025年前三季度，公司营收53,855.53万元，同比涨62.29%，净利润亏损10,297.45 万元。因下游锂电行业恢复不确定，公司仍面临业绩下滑或亏损风险，提醒投资者注意风险。 ...

Core Viewpoint - The stock of Huasheng Lithium Battery experienced a significant price fluctuation, with a cumulative increase of 200% over 30 consecutive trading days from September 25 to November 13, 2025, indicating severe abnormal volatility [1] Financial Performance - For the first three quarters of 2025, the company reported revenue of 538.55 million yuan, representing a year-on-year increase of 62.29% [1] - The net profit for the same period showed a loss of 102.97 million yuan [1] Operational Status - The company conducted a self-examination and confirmed that neither it nor its controlling shareholders and actual controllers had any undisclosed significant information, and its production and operations are normal [1] Industry Outlook - The company faces risks of performance decline or continued losses due to uncertainties in the recovery of the downstream lithium battery industry, prompting a reminder for investors to be cautious [1]

Market Performance - The three major A-share indices collectively rose, with the Shanghai Composite Index increasing by 0.73%, the Shenzhen Component Index by 1.78%, and the ChiNext Index by 2.55% [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 20,657 billion yuan, an increase of 1,009 billion yuan compared to the previous day [1] - Nearly 4,000 stocks in the market experienced gains [1] Sector Performance - The battery industry chain, non-ferrous metals, organic silicon, Fujian, storage chips, photovoltaic equipment, and liquid cooling server sectors saw significant gains [1] - Conversely, the oil and gas extraction and services, as well as the transportation and banking sectors, underperformed [1] Notable Stocks - The battery industry chain experienced a strong rally, particularly in the electrolyte segment, with stocks such as Haike Xinyuan, Huasheng Lithium Battery, and Enjie Co., Ltd. hitting the daily limit [1] - Contemporary Amperex Technology Co., Ltd. (CATL) saw a peak increase of 9% during the trading session [1] - The non-ferrous metals sector also performed well, with stocks like Xingye Silver Tin and Guocheng Mining reaching the daily limit [1] - Alibaba Cloud-related stocks rose towards the end of the trading session, with Data Port hitting the daily limit and other stocks like Hangang Co., Ltd. and Tongniu Information also gaining [1] - Other sectors such as storage chips, photovoltaic equipment, and organic silicon also experienced intraday surges [1] - On the downside, oil and gas stocks faced localized adjustments, with companies like Quanyou Co., China National Offshore Oil Corporation, and Tongyuan Petroleum seeing declines [1] - The banking sector also retreated, with stocks such as Chongqing Rural Commercial Bank, Changsha Bank, and Postal Savings Bank of China experiencing drops [1]

Market Overview - The recent market trend is characterized by price increases, particularly in lithium battery materials and storage chips, leading to a significant rise in the new energy sector [3] - The Shanghai Composite Index rose by 0.44%, the Shenzhen Component Index increased by 1.8%, and the ChiNext Index surged by 2.68% [4] Lithium Battery Materials - The lithium battery materials sector has seen substantial gains, with leading stocks such as Huasheng Lithium and Haike New Source hitting their daily limit and achieving historical highs [3][5] - Key materials for lithium-ion batteries, including electrolyte components, have been experiencing price hikes, with a notable focus on the electrolyte market [6] Electrolyte Market Dynamics - Electrolytes are primarily composed of lithium salts, solvents, and additives, with VC and FEC accounting for 65% of the additive market share [7] - The demand for lithium batteries is expected to grow rapidly, with projections for 2026 indicating a demand of 1115.39 GWh for ternary batteries and 968.80 GWh for lithium iron phosphate batteries [7] Supply and Demand Factors - The demand for lithium hexafluorophosphate has surged due to increased purchases by electrolyte manufacturers, driven by the booming electric vehicle and energy storage markets [8] - Supply constraints persist as leading companies operate at full capacity, while many smaller firms struggle to resume production, leading to an overall tight supply situation [8] Semiconductor Sector - The semiconductor sector is also witnessing an upward trend, particularly in storage chips, with companies like Baiwei Storage and Shengkong shares experiencing significant price increases [10] - The global storage chip market is seeing price hikes driven by AI demand, which is increasing the need for high-performance storage solutions [12]

Core Viewpoint - The lithium battery sector is experiencing a strong upward trend, particularly in lithium battery electrolyte materials, driven by rising demand from energy storage and supply constraints in raw materials, leading to increased prices and profits for related companies [1][4]. Group 1: Market Dynamics - The lithium battery electrolyte sector is seeing significant price increases due to supply shortages of key raw materials like lithium hexafluorophosphate, resulting in a supply-demand imbalance [1]. - The prices of electrolyte additives such as VC (Vinylene Carbonate) and FEC (Fluoroethylene Carbonate) are also rising, attracting attention from the capital market [1]. Group 2: Policy Influence - Recent national policies aimed at promoting the integration of renewable energy sources are expected to create substantial opportunities for the lithium battery storage market, thereby increasing the demand for electrolytes [4]. - The National Energy Administration's guidelines support the development of 100% renewable energy bases and advanced energy storage technologies, which will further boost the lithium battery sector [4]. Group 3: Company Performance - As of November 13, 2023, Furi Shares has recorded six consecutive trading limit increases, indicating strong market performance [4]. - Furi Shares' subsidiary, Shandong Furi New Energy Materials Co., achieved a revenue of 168 million yuan in the first three quarters of the year, a year-on-year increase of 47.78%, although it still reported a net loss of 30.32 million yuan [6]. - The company has improved its production efficiency and reduced costs, which is expected to enhance its competitive position in the industry [5].

Market Overview - The A-share market showed positive momentum with the ChiNext index rising by 2.68% at midday, while the Shanghai Composite Index increased by 0.44% and the Shenzhen Component Index rose by 1.8% [3][4] - The total trading volume in the Shanghai and Shenzhen markets reached 1.26 trillion yuan, an increase of 11 billion yuan compared to the previous trading day, with over 3,800 stocks rising [6] Sector Performance - The lithium battery industry chain experienced a significant surge, with companies like CATL rising over 8% and several stocks hitting the daily limit [4] - The chemical and non-ferrous metal sectors also performed well, while oil and gas stocks, along with bank stocks, saw a pullback [4] - The real estate sector showed volatility with stocks like China Wuyi hitting the daily limit, and other companies like Huaxia Happiness and Sanxiang Impression also performing well [7] Key Stocks - Notable stock performances included: - Dazhen Lishen up by 25.42% at 37.00 yuan - Shangneng Electric up by 18.82% at 44.22 yuan - Taihe Technology up by 16.74% at 40.96 yuan - Wanrun New Energy up by 14.15% at 101.39 yuan [8] Energy Sector Developments - The energy storage concept stocks continued to strengthen, with companies like Longzhou Co., Weike Technology, and Cangzhou Mingzhu seeing significant gains [7] - The National Energy Administration released guidelines to promote the integration of new energy, emphasizing the development of new hydropower and wind-solar integrated bases [7] Gold and Precious Metals - The gold sector showed strength with companies like Xin'an Co. and Shengtun Mining hitting the daily limit, while other gold-related stocks also performed well [10] International Market Influence - The main contract for polysilicon futures rose by 3% to 53,835 yuan per ton, indicating a positive trend in the materials sector [11] - The Hong Kong market opened lower, with the Hang Seng Index down by 0.53% and the Hang Seng Tech Index down by 0.82% [18] Currency and Monetary Policy - The People's Bank of China conducted a 1,900 billion yuan reverse repurchase operation with a rate of 1.4%, indicating ongoing liquidity management [19] - The RMB to USD central parity rate was reported at 7.0865, depreciating by 32 basis points from the previous day [20]