9月8日，华盛锂电收涨13.30%，收盘价为48.22元，发生1笔大宗交易，合计成交量10万股，成交金额 472.6万元。 责任编辑：小浪快报 第1笔成交价格为47.26元，成交10.00万股，成交金额472.60万元，溢价率为-1.99%，买方营业部为机构 专用，卖方营业部为华泰证券股份有限公司苏州分公司。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 进一步统计，近3个月内该股累计发生25笔大宗交易，合计成交金额为1.07亿元。该股近5个交易日累计 上涨36.72%，主力资金合计净流入1.6亿元。 ...

证券代码：688353 证券简称：华盛锂电 公告编号：2025-062 江苏华盛锂电材料股份有限公司 股票交易异常波动公告 2、经公司自查，并向公司控股股东/实控人沈锦良先生、沈鸣先生函证核 实：截至本公告披露日，除了在指定媒体上已公开披露的信息外，不存在其他 涉及本公司应披露而未披露的重大信息，包括但不限于筹划并购重组、股份发 行、债务重组、业务重组、资产剥离和资产注入等重大事项。 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 续三个交易日（2025 年 9 月 4 日、2025 年 9 月 5 日、2025 年 9 月 8 日）内收盘 价格涨幅偏离值累计达到 30%。根据《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，属于股票交易异常波动 的情形。 经公司自查，并向控股股东及实际控制人核实，截至本公告披露日，公 司及控股股东、实际控制人不存在应披露而未披露的重大信息。 公司股票价格短期波动幅度较大，敬请 ...

法定代表人：沈锦良 证券代码：688353 证券简称：华盛锂电 公告编号：2025-063 江苏华盛锂电材料股份有限公司 关于完成工商变更登记并换发营业执照的公告 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。 江苏华盛锂电材料股份有限公司（以下简称"公司"）分别于 2025 年 6 月 13 日、2025 年 6 月 30 日召开公司第二届董事会第二十二次会议和公司 2025 年第 一次临时股东大会，审议通过了《关于变更公司经营范围、修订〈公司章程〉 并办理工商变更登记的议案》，具体内容详见公司分别于 2025 年 6 月 14 日、 2025 年 7 月 1 日在上海证券交易所网站（http://www.sse.com.cn）披露的《江苏 华盛锂电材料股份有限公司关于变更公司经营范围、修订〈公司章程〉并办理 工商变更登记的公告》（公告编号：2025-036）和《江苏华盛锂电材料股份有限 公司 2025 年第一次临时股东大会决议公告》（公告编号：2025-044）。 近日，公司完成了关于经营范围的工商变更登记和《江苏华盛锂电 ...

证券代码：688353 证券简称：华盛锂电 江 苏 华 盛 锂 电 材 料 股 份 有 限 公 司 2025 年第二次临时股东大会 会议资料 2025 年 9 月 | | | | 2025 | 年第二次临时股东大会会议须知 | 1 | | --- | --- | --- | | 2025 | 年第二次临时股东大会会议议程 | 3 | | 2025 | 年第二次临时股东大会会议议案 | 6 | | 议案一 | 关于使用部分超募资金永久补充流动资金的议案 | 6 | | | 事宜的议案 | 10 | | 议案三 | 关于修订公司部分治理制度的议案 | 55 | | 议案四 | 关于第三届董事会独立董事津贴的议案 | 56 | | 议案五 | 关于换届选举第三届董事会非独立董事的议案 | 57 | | 议案六 | 关于换届选举第三届董事会独立董事的议案 | 61 | 江苏华盛锂电材料股份有限公司 2025 年第二次临时股东大会会议资料 江苏华盛锂电材料股份有限公司 七、主持人可安排公司董事、监事、高级管理人员回答股东及股东代理人所提问题。 对于可能将泄露公司商业秘密或内幕信息，损害公司、股东共同利益的提问，主持人或 ...

华盛锂电发布异动公告，公司股票交易价格连续三个交易日（2025年9月4日、2025年9月5日、2025年9 月8日）内收盘价格涨幅偏离值累计达到30%，属于股票交易异常波动的情形。经公司自查，并向控股 股东及实际控制人核实，截至本公告披露日，公司及控股股东、实际控制人不存在应披露而未披露的重 大信息。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。 ...

9月8日，华盛锂电大宗交易成交10万股，成交额472.6万元，占当日总成交额的0.43%，成交价47.26 元，较市场收盘价48.22元折价1.99%。 | 2025-09-08 | | 688353 | 机构专用 472.6 | | 华泰证券股份有限 | | | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | · 证券简除 华盛捷电 | 证券代码 | 成交价(元) 成交盒额(万元) 成交量(*) 买入营业部 47.26 | 10 | 奥出营业那 公開家級分公開 | 是否为变场 160 | ...

Group 1: Real Estate Market Insights - The recent policy adjustments in Shenzhen's real estate market have led to increased activity, with more viewings and faster signing of contracts reported by agents [1] - Major real estate stocks in both A-shares and Hong Kong have seen significant gains, with stocks like A-share Shanshi Development and Hong Kong's Country Garden rising over 10% [1] - The new policies in Shenzhen are seen as a combination of market optimization and urban governance, highlighting the forward-looking and efficient nature of the regulations [1] Group 2: Market Performance and Future Outlook - Following the new policies in Beijing and Shanghai, Shenzhen's adjustments are expected to stimulate demand for multiple property purchases in surrounding areas, with Shenzhen's regulations being more lenient compared to Beijing and Shanghai [1] - The average daily transaction volume for new and second-hand homes in Beijing increased by 9% and 10% respectively after the new policies were implemented, while Shanghai saw a 25% increase in new home transactions [1] - The overall improvement in real estate sales is contingent on the successful implementation of policies related to inventory housing and urban village renovations, which are expected to enhance supply-demand dynamics [2] Group 3: Solid-State Battery Sector - The solid-state battery sector has shown active market performance, with several companies like Delong Laser and Huasheng Lithium Battery seeing stock prices rise significantly [2] - The rapid growth in orders for solid-state battery equipment since June indicates a significant acceleration in the industrialization process of solid-state batteries, presenting investment opportunities across the supply chain [2] - Equipment manufacturers are expected to be the primary beneficiaries of the capital expenditures in the solid-state battery industry, as they are positioned at the upstream of the supply chain [2]

Market Overview - The A-share market opened with mixed results, with the Shanghai Composite Index down 0.02%, the Shenzhen Component Index up 0.33%, and the ChiNext Index up 0.21% [4][5] - The overall market sentiment showed a decline in the ChiNext Index, which fell by 1% [2] Sector Performance - Precious metals sector led the gains with an increase of 2.13%, followed by other sectors such as small metals (+1.67%) and sodium-ion batteries (+1.40%) [6] - Solid-state battery concept stocks continued their strong performance, with companies like Fengyuan Co. and Hongxing Development achieving consecutive gains [3] Hong Kong Market - The Hong Kong market opened with the Hang Seng Index up 0.09% and the Hang Seng Tech Index up 0.11% [7][8] - Real estate stocks in Hong Kong saw significant increases, with Country Garden rising by 14.58% following policy adjustments aimed at optimizing the real estate market in Shenzhen [6]

Group 1 - The solid-state battery concept stocks in the A-share market have become active again, with notable increases in share prices [1] - Tianji Co., Soft Control Co., and Fengyuan Co. reached the daily limit increase, while Yuchen Intelligent surged over 15% and Jinyinhai increased by over 10% [1] - Other companies such as Hongxing Development, Tianci Materials, Patel, Guanghua Technology, and Huasheng Lithium Battery also experienced price increases [1]

Group 1 - A-shares experienced a strong surge on Friday, with major indices closing significantly higher and a total market turnover of 2.3 trillion yuan, indicating a robust market recovery [1][2] - The market had previously seen a collective decline, raising doubts about the continuation of the bull market, but the strong performance on Friday attracted back investors who were considering exiting [2][3] - The A-share market has shown frequent volatility in high-position sectors, reflecting a divergence between bullish and bearish sentiments, which is characteristic of bull market behavior [2][3] Group 2 - On September 5, the A-share market saw a significant rally in the new energy sector, particularly in battery-related industries, with the entire battery sector rising by 9.29% [4][5] - Key segments within the battery sector, such as lithium batteries and solid-state batteries, saw substantial gains, with many stocks hitting their daily limit up [7] - Major stocks in the battery sector attracted significant net inflows, with amounts ranging from tens of millions to 20 billion yuan, indicating strong investor interest [7] Group 3 - Recent government policies aimed at stabilizing the electronic information manufacturing industry, including quality management for photovoltaic and lithium battery products, have positively influenced market sentiment [10][11] - The announcement of a "反内卷" (anti-involution) policy targeting various industries, including new energy and photovoltaic sectors, has led to increased investor confidence and capital inflows into related stocks [10][11] - The futures market also reflected this optimism, with significant inflows into polysilicon futures, leading to a price surge [12] Group 4 - The photovoltaic industry is expected to see substantial growth in the third quarter, driven by rising prices of polysilicon and other materials, as well as improved demand [25][26] - Companies like Tianqi Lithium are projected to benefit from rising lithium prices, with potential profits significantly increasing compared to previous quarters [26][27] - The overall market remains in a reasonable valuation range, with certain sectors like photovoltaic and lithium batteries expected to continue their upward trajectory due to improving supply-demand dynamics [28]