证券代码：688353 证券简称：华盛锂电 公告编号：2026-004 江苏华盛锂电材料股份有限公司 关于调整回购股份价格上限的公告 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。 重要内容提示： 为保障回购股份方案顺利实施，江苏华盛锂电材料股份有限公司（以下 简称"公司"）拟将回购价格上限由人民币 32.00 元/股（含）调整为人民币 150.00 元/股（含）； 一、回购股份的基本情况 2025 年 3 月 24 日，公司召开了第二届董事会第十九次会议，审议通过了《关 于以集中竞价交易方式回购股份方案的议案》，同意公司使用自有资金及由农业 银行张家港分行提供的股票回购专用贷款以集中竞价交易方式回购公司已发行 的部分人民币普通股股票。本次回购资金总额不低于人民币 5,000 万元（含）， 不超过人民币 10,000 万元（含），用于员工持股计划或股权激励，回购价格不超 过人民币 32.00 元/股（含）。回购期限为自公司董事会审议通过本次回购股份方 案之日起 12 个月内。 具体内容详见公司分别于 2025 年 3 月 25 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 ● 本次调整回购股份价格上限事项无需提交公司股东会审议。 一、回购股份的基本情况 2025年3月24日，公司召开了第二届董事会第十九次会议，审议通过了《关于以集中竞价交易方式回购 股份方案的议案》，同意公司使用自有资金及由农业银行张家港分行提供的股票回购专用贷款以集中竞 价交易方式回购公司已发行的部分人民币普通股股票。本次回购资金总额不低于人民币5,000万元 （含），不超过人民币10,000万元（含），用于员工持股计划或股权激励，回购价格不超过人民币32.00 元/股（含）。回购期限为自公司董事会审议通过本次回购股份方案之日起12个月内。 具体内容详见公司分别于2025年3月25日、2025年4月1日在上海证券交易所网站（www.sse.com.cn）披 露的《江苏华盛锂电材料股份有限公司关于以集中竞价交易方式回购股份的预案》（公告编号：2025- 009）、《江苏华盛锂电材料股份有限公司关于以集中竞价交易方式回购公司股份的回购报告书》（公 告编号：2025-015）。 二、回购股份的进展情况 截至本公告披露日，公司通过上海证券交易所交易系统以集中竞价交易方 ...

Group 1 - Heng Rui Medicine's HRS-5346 tablets have been included in the list of breakthrough therapeutic varieties by the National Medical Products Administration, with a total R&D investment of approximately 76.3 million yuan [30][30] - Yuguang Jin Lead announced a significant short-term stock price increase of 45.01% over five consecutive trading days, raising concerns about the uncertainty of future silver prices [31] - Dongcai Technology's actual controller and vice chairman has been detained and investigated, but the company states that this will not significantly impact its normal operations [32] Group 2 - Aisen Co. plans to invest 2 billion yuan to establish an integrated circuit materials manufacturing base in East China, with the first phase expected to be operational by 2028 [33] - Jingpin Special Equipment has been banned from participating in procurement activities for the armed police force for three years, which will have a limited impact on its overall revenue [34] - Nanhua Futures' overseas subsidiary has obtained membership approval for the Nodal Exchange, allowing it to trade and clear related products [35] Group 3 - Zhong Rare Earth expects a net profit of 100 million to 130 million yuan in 2025, reversing a loss of 299 million yuan in the previous year due to market recovery and operational improvements [38] - Deep South Circuit anticipates a net profit increase of 68% to 78% in 2025, driven by growth in AI computing power and storage market demand [39] - Hai Xin Energy Science and Technology expects a net loss of 450 million to 640 million yuan in 2025, although this is an improvement from a loss of 954 million yuan the previous year [40] Group 4 - Nanya New Materials forecasts a net profit increase of 337% to 417% in 2025, attributed to the recovery in the copper-clad laminate industry [41] - CanSino Biologics expects a net profit of 24.5 million to 29 million yuan in 2025, driven by the growth of its quadrivalent meningococcal vaccine [42] - Zhiguang Electric anticipates a net profit of 110 million to 160 million yuan in 2025, reversing a loss of 326 million yuan due to rapid growth in its energy storage business [43] Group 5 - Dongfang Securities expects a net profit increase of 67.8% in 2025, supported by growth in its core investment banking and wealth management businesses [44] - King Long Motors forecasts a net profit of approximately 463.26 million yuan in 2025, reflecting a 193.68% increase due to steady growth in overseas markets [45] - Zhenray Technology expects a net profit increase of 529.64% to 642.26% in 2025, driven by demand in special integrated circuits and satellite communication markets [46] Group 6 - Yongding Co. anticipates a net profit of 200 million to 300 million yuan in 2025, representing an increase of 225.66% to 388.48% due to investment income from its joint ventures [47] - Xiamen Tungsten's preliminary report indicates a net profit of 2.311 billion yuan in 2025, a 35.08% increase driven by rising prices of tungsten and rare earth materials [48] - Guodun Quantum expects to achieve a net profit of around 5 million yuan in 2025, reversing a loss from the previous year due to growth in the quantum computing sector [49] Group 7 - Shijia Photon anticipates a net profit of approximately 342 million yuan in 2025, reflecting a growth of around 426% due to increased orders in optical chips and cables [50] - Ningbo Fubang expects a net profit of 50 million to 70 million yuan in 2025, with a significant increase of 3099.59% to 4379.43% driven by rising silver prices and non-recurring gains [51] - Huasheng Lithium Battery plans to adjust its share repurchase price limit from 32 yuan to 150 yuan per share, reflecting confidence in its future development [52]

证券日报网讯 1月27日，华盛锂电发布公告称，为保障回购股份方案顺利实施，公司拟将回购价格上限 由人民币32.00元/股（含）调整为人民币150.00元/股（含），除上述调整回购股份价格上限外，回购方 案的其他内容不变。本次调整回购股份价格上限事项无需提交公司股东会审议。 （文章来源：证券日报） ...

Group 1 - Heng Rui Medicine's HRS-5346 tablet has been included in the list of breakthrough therapeutic varieties by the National Medical Products Administration, with a total R&D investment of approximately 76.3 million yuan [2] - Yu Guang Jin Lead announced a significant stock price increase of 45.01% over five trading days, expressing uncertainty about the future price of silver [3] - Dongcai Technology's actual controller and vice chairman has been detained for investigation, but the company states that this will not significantly impact its normal operations [4] Group 2 - Aisen Co. plans to invest 2 billion yuan to establish an integrated circuit materials manufacturing base in East China, with the first phase expected to be operational by 2028 [5] - Jingpin Special Equipment has been banned from participating in procurement activities for three years, but the impact on overall operations is considered limited [6] - Nanhua Futures' overseas subsidiary has obtained membership at the Nodal Exchange, allowing it to trade and clear related products [7] Group 3 - Di'er Laser is planning to issue H-shares and apply for listing on the Hong Kong Stock Exchange to enhance its international strategy [8] - Zhong Rare Earth expects a net profit of 100 million to 130 million yuan in 2025, reversing a loss from the previous year due to market improvements [10] - Shen Nan Circuit anticipates a net profit increase of 68% to 78% in 2025, driven by demand in AI computing and smart automotive sectors [11] Group 4 - Hai Xin Energy Science and Technology expects a net loss of 450 million to 640 million yuan in 2025, although this is an improvement from the previous year's loss [12] - Nan Ya New Materials forecasts a net profit increase of 337% to 417% in 2025, attributed to a recovery in the copper-clad laminate industry [13] - CanSino expects a net profit of 24.5 million to 29 million yuan in 2025, driven by the growth of its quadrivalent meningococcal vaccine [14] Group 5 - Zhi Guang Electric anticipates a net profit of 110 million to 160 million yuan in 2025, reversing a previous loss due to growth in its energy storage business [15] - Dongfang Securities expects a net profit increase of 67.8% in 2025, benefiting from capital market opportunities [17] - Jinlong Automobile forecasts a net profit increase of 193.68% in 2025, supported by growth in overseas markets [18] Group 6 - Zhen Lei Technology expects a net profit increase of 529.64% to 642.26% in 2025, driven by demand in special integrated circuits [19] - Yong Ding Co. anticipates a net profit of 200 million to 300 million yuan in 2025, reflecting significant growth from investment income [20] - Xiamen Tungsten's preliminary report indicates a net profit of 2.311 billion yuan in 2025, a 35.08% increase year-on-year [21] Group 7 - Guo Dun Quantum expects a net profit of 5 million yuan in 2025, marking a return to profitability [22] - Shi Jia Photon forecasts a net profit increase of approximately 426% in 2025, driven by growth in optical chip orders [23] - Ningbo Fubang anticipates a net profit increase of 3099.59% to 4379.43% in 2025, largely due to rising silver prices and significant non-recurring gains [24] Group 8 - Huasheng Lithium Battery plans to adjust its share repurchase price limit from 32 yuan to 150 yuan per share [26] - Aonong Biological announced plans for multiple shareholders to reduce their stakes [28] - Pizaihuang's controlling shareholder intends to increase its stake by 300 million to 500 million yuan [29]

江苏华盛锂电材料股份有限公司 关于调整回购股份价格上限的公告 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。 重要内容提示： 为保障回购股份方案顺利实施，江苏华盛锂电材料股份有限公司（以下 简称"公司"）拟将回购价格上限由人民币 32.00 元/股（含）调整为人民币 150.00 元/股（含）； 一、回购股份的基本情况 证券代码：688353 证券简称：华盛锂电 公告编号：2026-004 截至本公告披露日，公司通过上海证券交易所交易系统以集中竞价交易方式 已累计回购公司股份 2,009,491 股，占公司总股本 159,500,000 股的比例为 1.26%， 回购成交的最低价为 18.34 元/股，最高价为 21.80 元/股，支付的资金总额为人民 币 42,209,528.53 元（不含印花税、交易佣金等交易费用）。 三、调整回购股份价格上限的原因及主要内容 鉴于近期公司股票价格持续超出回购股份方案拟定的回购价格上限，基于对 公司未来持续稳定发展的信心和对公司价值的认可，同时为了保障本次回购股份 事项的顺利实施，公司将本 ...

Group 1 - The battery supply chain experienced a decline at the beginning of trading on January 27, with significant drops in stock prices for several companies [1] - Tianji Co., Ltd. saw a decrease of over 9%, while Huasheng Lithium Battery fell by more than 6% [1] - Other companies such as Hunan Youneng, Tianci Materials, and Xingyuan Materials also reported notable declines in their stock prices [1]

Group 1 - The core viewpoint of the news highlights the financial performance and trading activity of Huasheng Lithium Battery, indicating a decline in stock price and significant trading volume on January 26, with a net financing outflow of 21.34 million yuan [1] - On January 26, Huasheng Lithium Battery's financing buy amounted to 128 million yuan, while the financing balance reached 812 million yuan, accounting for 4.68% of the circulating market value, which is above the 90th percentile of the past year [1] - The company specializes in the research, production, and sales of lithium battery electrolyte additives, with its main business revenue composition being 67.54% from VC, 27.01% from FEC, and 5.44% from others [1] Group 2 - As of September 30, Huasheng Lithium Battery had 12,700 shareholders, an increase of 17.25% from the previous period, with an average of 9,383 circulating shares per person, up by 62.45% [2] - For the period from January to September 2025, Huasheng Lithium Battery achieved operating revenue of 539 million yuan, a year-on-year increase of 62.29%, while the net profit attributable to the parent company was -103 million yuan, reflecting a year-on-year growth of 21.81% [2] - Since its A-share listing, Huasheng Lithium Battery has distributed a total of 157 million yuan in dividends [2]

Core Viewpoint - The AI Fund Huashang New Energy Vehicle Mixed A (013886) reported a profit of 28.387 million yuan for Q4 2025, with a weighted average profit per fund share of 0.0407 yuan. The fund's net value growth rate was 6.86%, and its total size reached 448 million yuan by the end of Q4 2025 [2][15]. Fund Performance - As of January 22, the unit net value of the fund was 0.659 yuan. The fund manager, Chen Xiaoqiong, oversees three funds, all of which have shown positive returns over the past year. The highest growth rate among these funds was 105.95% for Huashang High-end Equipment Manufacturing Stock A, while the lowest was 56.95% for Huashang New Energy Vehicle Mixed A [2][3]. Market Overview - In Q4 2025, the A-share market experienced fluctuations, with the Shanghai Composite Index oscillating between 3,800 and 4,030 points, briefly surpassing the 4,000-point mark in October. The Shanghai Composite Index, CSI 300, ChiNext Index, and STAR Market Index saw respective changes of 2.22%, -0.23%, -1.08%, and 10.1% [3]. Investment Strategy - The fund's investment strategy focuses on two main themes: growth and quality. Growth investments are centered around sectors such as lithium batteries, energy storage, solid-state batteries, and AIDC power equipment, with an emphasis on tracking industry developments and selective stock picking. The quality investments are directed towards assets with strong competitive advantages and sustainable profitability [3]. Fund Rankings - As of January 22, the fund's performance over various time frames ranked as follows among comparable funds: 20.14% growth over the last three months (40/621), 51.01% over the last six months (54/621), 56.95% over the last year (141/613), and -24.00% over the last three years (524/535) [3]. Risk Metrics - The fund's Sharpe ratio over the last three years was 0.0231, ranking 495 out of 526 comparable funds. The maximum drawdown during this period was 60.46%, with the largest single-quarter drawdown occurring in Q1 2024 at 32.7% [9][11]. Portfolio Composition - The average stock position of the fund over the last three years was 87.3%, slightly above the comparable average of 85.83%. The fund reached its highest stock position of 92.85% at the end of Q3 2025 and its lowest of 74.26% at the end of H1 2024 [14]. Top Holdings - As of the end of Q4 2025, the fund's top ten holdings included Ningde Times, Sunshine Power, Tianci Materials, Duofluor, Huasheng Lithium, Huayou Cobalt, Guocheng Mining, Xian Dao Intelligent, Penghui Energy, and Nord Shares [18].

Group 1 - The company, Huasheng Lithium Battery, is planning to issue H-shares and list on the Hong Kong Stock Exchange to enhance its international strategy and financing capabilities [1] - Huasheng Lithium Battery is a leading supplier of lithium battery electrolyte additives, with key products including vinylene carbonate (VC) and fluoroethylene carbonate (FEC) [1] - The company has maintained a high capacity utilization rate and is experiencing strong demand for its products, which are used in various sectors including electric vehicles and renewable energy [1] Group 2 - The company reported significant losses in its net profit attributable to shareholders, with losses of 23.91 million yuan, 174.7 million yuan, and 103 million yuan for the first three quarters of 2023, 2024, and 2025 respectively, totaling over 300 million yuan in cumulative losses [2] - Despite the losses, the company's stock price surged to 155 yuan per share on November 15, 2025, with a market capitalization exceeding 20 billion yuan, reflecting a nearly fivefold increase in one month [2] - The company has a concentrated ownership structure, with the controlling shareholders being Shen Jinliang and Shen Ming, who together hold 14.63% of the shares [2]