证券代码：688353 证券简称：华盛锂电 公告编号：2025-077 江苏华盛锂电材料股份有限公司 关于持股 5%以上股东权益变动触及 1%刻度的提示性 公告 投资者苏州敦行聚才创业投资合伙企业（有限合伙）及其一致行动人苏州敦行投 资管理有限公司-苏州敦行价值二号创业投资合伙企业（有限合伙）、苏州敦行投资管理 有限公司-苏州敦行价值三号创业投资合伙企业（有限合伙）、苏州敦行价值创业投资合 伙企业（有限合伙）保证向本公司提供的信息真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： 大股东持有的基本情况 本次减持计划实施前，苏州敦行聚才创业投资合伙企业（有限合伙）（以下 简称"敦行聚才"）持有江苏华盛锂电材料股份有限公司（以下简称"公司"）股份 594,500 股，占公司总股本的 0.37%。 公司股东苏州敦行投资管理有限公司-苏州敦行价值二号创业投资合伙企业 （有限合伙）（以下简称"敦行二号"）、苏州敦行投资管理有限公司-苏州敦行价 值三号创业投资合伙企业（有限合伙）（以下简称"敦行三号"）、苏州敦行价值创 业投资合伙企 ...

Group 1 - The stock of Huasheng Lithium Electric (688353) closed at 115.86 yuan on November 27, with an increase of 15.54%, a turnover rate of 20.09%, a fluctuation of 24.34%, and a transaction volume of 2.54 billion yuan [2] - The stock was listed on the daily trading list due to its closing price increase of 15% [2] - The top five trading departments accounted for a total transaction of 251 million yuan, with a net buying amount of 1.31 million yuan [2] Group 2 - The main capital inflow for the stock was 88.49 million yuan on the same day [3] - Over the past six months, the stock has been listed on the trading list 11 times, with an average price increase of 4.79% the day after being listed and an average increase of 14.80% in the following five days [3] - The top buying and selling departments included major securities firms, with significant amounts traded by both institutional and retail investors [3]

Summary of Key Points Core Viewpoint - On November 27, several A-share listed companies disclosed their shareholding changes, with notable increases in holdings from some companies and reductions from others, indicating varying levels of confidence among stakeholders in the market [1]. Group 1: Shareholding Increases - Mindray Medical's actual controller and chairman, Li Xiting, plans to increase his stake in the company by 200 million yuan [2]. - Everbright Bank saw Citic Financial Assets increase its holdings in both A-shares and H-shares by a total of 1% from July 24 to November 27 [2]. - MaiDe Medical's chairman and actual controller, Lin Junhua, proposed a share buyback plan ranging from 20 million to 40 million yuan [2]. Group 2: Shareholding Reductions - Yonghe Intelligent Control's shareholders plan to collectively reduce their holdings by no more than 3.29% [2]. - Perfect World’s actual controller, Chi Yufeng, intends to reduce his stake by no more than 1.70% [2]. - XueNeng Technology's shareholder, Shanghang Xingyuan, plans to reduce holdings by no more than 1.6816% [2]. - Hongxiang New Materials' controlling shareholder, Hongbo Chemical, has cumulatively reduced its stake by 3% recently [2]. - Nearshore Protein's shareholders plan to collectively reduce their holdings by no more than 0.1997% [2]. - Aerospace Hongtu's director and executive, Huang Yongbo, plans to reduce his stake by no more than 0.0019% [2]. - Yidelong's shareholder, Wang Ming, intends to reduce his holdings by no more than 2% [2]. - Zhongman Petroleum's shareholders plan to collectively reduce their holdings by no more than 3% [2]. - Innovation New Materials' shareholder, Hualian Group, plans to reduce its stake by no more than 1% [2]. - Saiwei Electronics has seen the National Integrated Circuit Industry Investment Fund reduce its holdings by 6.4278 million shares [2]. - Zhongzhi Technology's shareholder, Zhongzhi Investment, plans to reduce its stake by no more than 0.76% [2]. - Jiangsu Boyun's shareholder, Lansan Venture Capital, intends to reduce its holdings by no more than 1% [2]. - Huasheng Lithium's deputy general manager, Zhang Conghe, plans to reduce his stake by no more than 0.31% [2]. - Huasheng Electric's shareholder, Dunxing Jucai, reduced its holdings by 444,500 shares between November 25 and 27 [2]. - Matrix Technology's shareholder, Li Jun, plans to reduce his stake by no more than 0.22% [2].

Core Points - The company, Huasheng Lithium Battery (688353.SH), announced a reduction in shareholding by its shareholder Dunxing Jucai, which sold 444,500 shares, representing 0.28% of the total share capital [1] - Following the sale, Dunxing Jucai's direct shareholding decreased from 0.37% to 0.09% [1] - The combined shareholding of Dunxing Jucai and its concerted actions, including Dunxing No. 2, Dunxing No. 3, and Dunxing Value, decreased from 18.27% to 17.99%, marking a change that touches the 1% threshold [1]

华盛锂电公告称，股东敦行聚才于2025年11月25日至27日，通过集中竞价交易减持公司股份44.45万 股，占总股本的0.28%，其直接持股比例从0.37%降至0.09%。敦行聚才与其一致行动人敦行二号、敦行 三号、敦行价值合计持股比例从18.27%降至17.99%，权益变动触及1%刻度。本次权益变动系履行减持 计划，尚未实施完毕，不会导致实控人变化，不涉及披露权益变动报告书。 ...

格隆汇11月27日｜华盛锂电(688353.SH)公告称，公司股东敦行聚才于2025年11月25日至27日期间，通 过集中竞价交易减持44.45万股，持股比例从0.37%降至0.09%。敦行聚才与一致行动人合计持股比例从 18.27%减少至17.99%，触及1%刻度。此次权益变动不影响公司控股股东及实际控制人，也不会对公司 治理和经营产生重大影响。 ...

Core Viewpoint - The organic silicon sector is experiencing a strong performance in the A-share market, driven by price increases and regulatory measures aimed at reducing price competition [1][3][4]. Group 1: Market Performance - The organic silicon concept stocks showed significant gains, with companies like Chenguang New Materials and Hongbo New Materials hitting the daily limit [1][3]. - The overall organic silicon sector rose over 3%, leading the market, with individual stocks such as Huasheng Lithium and Jinyinhai seeing increases of over 15% and 13%, respectively [3][4]. Group 2: Price Increases - Dow Chemical announced a price increase of 10% to 20% for its Xiameter product line starting December 10, indicating a positive shift in the global organic silicon market supply-demand relationship [3][4]. - The price of organic silicon DMC has risen to 13,150 yuan/ton, an increase of 11.44% compared to the beginning of the month [6][8]. Group 3: Regulatory Environment - The National Development and Reform Commission (NDRC) is taking steps to address chaotic price competition in the organic silicon industry, which may have contributed to the recent stock price increases [4][5]. - A meeting held by the NDRC emphasized the need for better regulation of price competition, which could support the industry's long-term development [4][5]. Group 4: Industry Outlook - Analysts are optimistic about the recovery of the organic silicon industry, citing a planned reduction in production rates to maintain a 70% operating rate among major producers [6][7]. - The industry is expected to see stable demand growth, with projected consumption of organic silicon intermediates reaching 182 million tons in 2024, a year-on-year increase of 20.9% [7][8].

证券之星消息，沪深交易所2025年11月27日公布的交易公开信息显示，华盛锂电（688353）因有价格涨 跌幅限制的日收盘价格涨幅达到15%的前五只证券登上龙虎榜。此次是近5个交易日内第1次上榜。 截至2025年11月27日收盘，华盛锂电(688353)报收于115.86元，上涨15.54%，换手率20.09%，成交量 23.92万手，成交额25.4亿元。 从龙虎榜公布的当日买卖数据来看，机构合计净卖出363.8万元。宁波桑田路等知名游资榜上有名。 （知名游资宁波桑田路一般指国盛证券有限责任公司宁波桑田路证券营业部席位、知名游资宁波桑田路 一般指国盛证券有限责任公司宁波桑田路证券营业部席位，根据市场资料整理，仅供参考） | 序号 | 营业部名称 | 买入额 (万元) | 卖出额(万元) | 净额 (万元) | | --- | --- | --- | --- | --- | | | 国泰海通证券股份有限公司总部 | 4026.35 | | 4026.35 | | 2 | 机构专用 | 2447.08 | | 2447.08 | | 3 | 国盛证券有限责任公司宁波桑田路证券营业部 | 2165.18 | | 2 ...

Group 1 - The overall performance of China's A-shares on November 27 was stable, with major indices showing mixed results. The organic silicon sector led the gains with a rise of 4.12%, outperforming all other sectors [1][2] - Key stocks in the organic silicon sector, such as Huasheng Lithium Battery, Jinyinhai, and Yuanxiang New Materials, saw their prices increase by over 10%, while Hongbai New Materials and Chenguang New Materials hit the daily limit up with approximately 10% gains [1][2] - The price of organic silicon has significantly increased, with DMC (intermediate) in the East China market reaching 13,200 RMB per ton as of November 24, marking a 20% rise for the month [2] Group 2 - The organic silicon industry has a wide range of downstream applications, including construction, textiles, healthcare, photovoltaics, and new energy vehicles [2] - Analysts suggest that the organic silicon industry's supply and demand dynamics are improving, indicating a potential upward cycle for the industry. The recent price rebound is seen as a necessary adjustment in the supply-demand structure, signaling the end of a prolonged period of industry downturn [2] - On the same day, the Shanghai Composite Index closed at 3,875 points with a gain of 0.29%, while the Shenzhen Component Index and the ChiNext Index fell by 0.25% and 0.44%, respectively. The total trading volume in the two markets was approximately 1.7098 trillion RMB, a decrease of about 73.6 billion RMB from the previous trading day [1][2]

Core Viewpoint - The lithium battery electrolyte sector has experienced a significant surge, with stocks such as Furi Shares, Shida Shenghua, and Wansheng Shares hitting the daily limit, driven by rising prices of key electrolyte components [1] Price Movements - On November 26, prices for lithium battery electrolyte components increased, with the price of vinyl carbonate (VC) rising by 3000 yuan/ton to an average of 168,000 yuan/ton [1] - The battery-grade ethylene carbonate (EC) saw an average price of 6550 yuan/ton, reflecting a year-on-year increase of 2.34% [1] - Lithium hexafluorophosphate (domestic) also rose by 2500 yuan/ton, reaching 163,000 yuan/ton after previously surpassing 160,000 yuan/ton [1] Market Outlook - CITIC Construction Investment Securities suggests that excess profits in the energy storage downstream investment operation segment will be transferred to materials, batteries, and integration sectors through price increases in the upstream due to a sharp rise in demand [1] - The lithium battery industry chain is considered to have significant elasticity, with a positive outlook on materials, particularly lithium hexafluorophosphate, iron lithium, anodes, membranes, and battery segments [1]