证券代码：688353 证券简称：华盛锂电 公告编号：2025-076 江苏华盛锂电材料股份有限公司 股东减持股份计划公告 本公司董事会、全体董事及相关股东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、准确性和完整性依法承担法律 责任。 重要内容提示： 大股东持有的基本情况 截至本公告披露日，江苏华盛锂电材料股份有限公司（以下简称"公司"或"发 行人"）股东苏州敦行价值创业投资合伙企业（有限合伙）（以下简称"敦行价值"） 持有公司股份 5,171,715 股，占公司总股本 3.24%（按截至本公告披露之日公司 总股本 159,500,000 股计算，下同）。 敦行价值和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"）三者 的执行事务合伙人均为苏州敦行投资管理有限公司，马阳光为苏州敦行投资管理 有限公司的执行董事，并且通过苏州敦行企业管理咨询有限公司持股 85%。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" ...

格隆汇11月26日丨华盛锂电(688353.SH)公布，现因股东自身资金需求，敦行价值拟通过集中竞价的方 式减持所持公司股份。敦行价值本次拟减持股份数量合计不超过100万股，拟减持股份占公司总股本的 比例不超过0.63%。计划减持期限为自减持计划披露之日起15个交易日后的3个月内（即自2025年12月 18日起至2026年3月17日），若通过集中竞价交易方式减持股份的，连续90个自然日内，减持股份的总 数不超过公司股份总数的1%。 ...

New Stock Listings - Hai'an Group (Stock Code: 001233) listed at an issue price of 48.00 on November 25, 2025[1] Rights Offerings - Tianpu Co., Ltd. (Stock Code: 605255) has a tender offer period from November 20 to December 19, 2025[1] - Hangzhou Automobile Group (Stock Code: 200771) has a cash option declaration period from November 19 to November 25, 2025[1] Abnormal Fluctuations - Huasheng Lithium Battery (Stock Code: 688353) reported severe abnormal fluctuations on November 21, 2025[1] - Multiple companies including ST Keli Da (Stock Code: 603828) and ST Yanzhong (Stock Code: 000609) have reported abnormal fluctuations on November 21, 2025[2][3] Recent Announcements - A total of 41 announcements related to various companies were made on November 20, 2025, indicating significant market activity[3] - Companies such as Moen Electric (Stock Code: 002451) and Rongji Software (Stock Code: 002474) also made announcements on November 21, 2025[3]

截至发稿，梁莉累计任职时间4年226天，现任基金资产总规模6431.4万元，任职期间最佳基金回报 19.43%， 任职期间最差基金回报-65.14%。 资料显示，江苏华盛锂电材料股份有限公司位于江苏扬子江国际化学工业园德盛路1号，成立日期1997 年8月4日，上市日期2022年7月13日，公司主营业务涉及专注于锂电池电解液添加剂的研发、生产和销 售。主营业务收入构成为：VC67.54%，FEC27.01%，其他5.44%。 天治研究驱动混合A（350009）成立日期2011年12月28日，最新规模2115.48万。今年以来收益3.92%， 同类排名6772/8136；近一年亏损1.58%，同类排名7881/8058；成立以来收益178.05%。 天治研究驱动混合A（350009）基金经理为梁莉。 从基金十大重仓股角度 11月25日，华盛锂电涨5.05%，截至发稿，报98.12元/股，成交9.55亿元，换手率8.50%，总市值156.50 亿元。 数据显示，天治基金旗下1只基金重仓华盛锂电。天治研究驱动混合A（350009）三季度持有股数1.14万 股，占基金净值比例为2.26%，位居第二大重仓股。根据测算，今 ...

New Stock Issuance - The new stock issuance for Moer Thread (证券代码: 787795) is priced at 114.28 RMB per share, effective from November 24, 2025[1] - Tianpu Co., Ltd. (证券代码: 605255) is undergoing a tender offer period from November 20 to December 19, 2025[1] Cash Options - Hangzhou Qilun B (证券代码: 200771) has a cash option declaration period from November 19 to November 25, 2025[1] Market Alerts - Jiumuwang (证券代码: 601566) has reported severe abnormal fluctuations[1] - Hefu China (证券代码: 603122) is also noted for significant abnormal fluctuations[1] Recent Announcements - Huasheng Lithium Battery (证券代码: 688353) and Pinming Technology (证券代码: 688109) have recent announcements regarding their stock activities[1] - ST Yuan Cheng (证券代码: 603388) and ST Keli Da (证券代码: 603828) have also made recent disclosures[1] Trading Updates - The trading updates include various companies with links to their respective announcements, indicating ongoing market activities and potential investment opportunities[1]

Core Insights - The electrolyte additive industry is crucial for improving electrolyte performance and enhancing battery overall performance, despite accounting for only 5%-10% of the total electrolyte volume [1][5] - China's electrolyte additive market is expected to grow rapidly, with shipments increasing from 198,000 tons in 2019 to 1,470,000 tons by 2024, and projected to reach 1,670,000 tons in 2025 [1][9] - The domestic market size for electrolyte additives is anticipated to reach approximately 7.189 billion yuan in 2024, with a potential to exceed 8.5 billion yuan in 2025 due to rising prices [1][10] Industry Overview - Electrolyte additives are defined as minor components added to electrolytes to enhance electrochemical performance, improve cathode deposition quality, or boost overall battery performance [2] - The additives can be categorized into six functional types: film-forming, flame-retardant, high/low-temperature modification, overcharge protection, conductivity, and water/acid removal [3][4] Policy Support - The Chinese government has introduced multiple policies to support the development of the electrolyte additive industry, including guidelines for energy electronics and new energy vehicle battery recycling [5][6] Industry Chain - The industry chain is well-defined, with upstream raw materials like ethylene carbonate and fluorides, midstream manufacturing focusing on functional additives, and downstream applications in electric vehicle batteries, energy storage, and consumer electronics [6][7] - The rapid growth of the new energy vehicle and energy storage sectors is a key driver for the entire industry chain [6][7] Current Development Status - The demand for electrolyte additives is accelerating towards composite, functional, and high-performance products, with domestic production rates for conventional additives like VC and FEC exceeding 90% [9][12] - The market for electrolyte additives is expected to experience a significant price increase, particularly for key products like VC and FEC, driven by supply-demand dynamics [9][10] Competitive Landscape - The industry is characterized by high concentration, with leading companies like Huasheng Lithium Battery and Tianci Materials leveraging technological barriers and vertical integration to dominate the market [11][12] - Companies are focusing on expanding production capacity and entering global supply chains to enhance competitiveness [11][12] Future Trends - The electrolyte additive industry is expected to evolve towards high-end technology, concentrated competition, and integrated supply chains, with a focus on developing new multifunctional additives [12][13] - The differentiation in downstream demand for power and energy storage batteries will drive the product structure towards customization and high added value [14]

Market Performance - All three major indices declined during the week from November 17 to 21, with the Shanghai Composite Index falling by 3.90%, the Shenzhen Component Index by 5.13%, and the ChiNext Index by 6.15% [1][2]. Stock Movements - A total of 17 stocks experienced a weekly increase of over 30%, with Jianglong Shipbuilding leading at a rise of 64.97%. Other notable gainers included Rongji Software (61.06%), Zhongshui Fishery (61.05%), and *ST Dongtong (45.41%) [3][4]. - Conversely, 58 stocks saw declines exceeding 20%, with Huasheng Lithium Battery leading the drop at 33.19%, followed by Shanshui Bide (31.71%) and Zhongneng Electric (28.42%) [3][4]. Trading Activity - 78 stocks had a turnover rate exceeding 100%, with C South Network leading at 256.12%, followed closely by Jianglong Shipbuilding at 251.43% and C Hengkun at 243.47% [5][6]. - The majority of stocks with turnover rates above 100% were from the power equipment, computer, and pharmaceutical sectors [5]. Capital Flow - No industry saw net inflows from major funds during the week, with the power equipment sector experiencing a net outflow exceeding 50 billion yuan. Notably, Kaimeteqi received a net inflow of 1.297 billion yuan, marking a weekly increase of 13.93% [8][9]. - Other stocks with significant net inflows included Yidian Tianxia (9.04 billion yuan), Rongji Software (7.71 billion yuan), and C South Network (7.68 billion yuan) [8][9]. Margin Trading - Ningde Times topped the list for net buy amounts in margin trading, with a net buy of 2.117 billion yuan despite a weekly decline of 8.44%. Other notable net buys included Zhongji Xuchuang and Aerospace Development [10][11]. Institutional Research - A total of 441 listed companies were researched by institutions, with Ninebot Company-WD receiving the most attention from 179 institutions. Other companies like Rongbai Technology and Lens Technology were also highlighted [13][14]. - Institutions showed a focus on sectors such as industrial machinery, electronic components, and specialty chemicals [13]. New Institutional Interests - Institutions initiated coverage on 50 stocks this week, with nine stocks receiving target prices. Notable mentions include Tanshihua with a target price of 11.14 yuan and Beifang Navigation with a target price of 15.60 yuan [15][16].

Group 1 - A total of 17 stocks experienced a price increase of over 30% during the week of November 17 to November 21 [1] - Jianglong Shipbuilding topped the list with a weekly increase of 64.97% [1] - Rongji Software and Zhongshui Fishery followed closely with increases of 61.06% and 61.05% respectively, while *ST Dongtong saw a rise of 45.41% [1] Group 2 - In contrast, 58 stocks recorded a decline of over 20% during the same week [1] - Huasheng Lithium Battery led the decline with a drop of 33.19% [1] - Other notable declines included Shanshui Bide and Zhongneng Electric, which fell by 31.71% and 28.42% respectively [1]

Market Overview - The A-share market experienced a collective decline in the past week (November 17-21), with the Shanghai Composite Index closing at 3834.89 points, down 3.90%, the Shenzhen Component Index at 12538.07 points, down 5.13%, and the ChiNext Index at 2920.08 points, down 6.15% [1] - Only 9.5% of stocks rose during the week, with 57 stocks increasing over 15% and 259 stocks decreasing over 15%. No sectors recorded gains, with the power equipment, comprehensive, and basic chemicals sectors leading the decline [1] Top Performing Stocks - Jianglong Shipbuilding (300589.SZ) topped the weekly gainers with a 64.97% increase, followed by Rongji Software (002474.SZ) and Zhongshui Fishery (000798.SZ) with gains of 61.06% and 61.05% respectively. Several stocks related to military, aquaculture, or AI applications also saw significant increases [3][4] - Jianglong Shipbuilding specializes in the design, development, production, and sales of various types of vessels, including law enforcement and special operation boats, and has a total market capitalization of approximately 8.5 billion yuan [3][5] Business Performance - Jianglong Shipbuilding reported a 59.03% year-on-year decline in revenue for the first three quarters of 2025, totaling 509 million yuan, and a net loss of 36.86 million yuan, a 252.17% decrease year-on-year. The company also reported a basic earnings per share of -0.10 yuan [5] - The company secured new orders worth 507 million yuan, a 9.03% increase year-on-year, with a backlog of orders amounting to 1.491 billion yuan, up 2.47% year-on-year [5] Military and Aquaculture Business - Jianglong Shipbuilding's law enforcement vessel business accounted for 56.43% of its operations, with multiple product orders in Fujian Province, including law enforcement vessels for various agencies [7] - The company has established a long-term strategic partnership with Moen Marine, a leading supplier in the global aquaculture industry, and has renewed contracts for the construction of 12 aquaculture workboats [7] Underperforming Stocks - Huasheng Lithium Battery (688353.SH) was the worst performer of the week, with a decline of 33.19%. Other stocks like Shanshui Bide (300844.SZ) and Zhongneng Electric (300062.SZ) also saw significant drops [10][11] - Huasheng Lithium Battery specializes in lithium battery electrolyte additives and had previously reached a historical high before experiencing a sharp decline [11][12] Industry Trends - The electrolyte additive market is experiencing a recovery, with prices for key products like vinylene carbonate (VC) and fluorinated ethylene carbonate (FEC) rising due to increased demand from energy storage and power batteries [12] - Despite the positive market trends, Huasheng Lithium Battery faces uncertainties regarding its performance, with a reported net loss of 102.97 million yuan for the first three quarters of 2025 [12]

Group 1 - The organic silicon sector experienced a decline of 6.57%, ranking among the top losers in the concept sector, with stocks like Morning Light New Materials and ST Hongda hitting the limit down [1] - Major stocks in the organic silicon sector that saw significant declines include Tian Ci Materials (-9.97%), Fu Xiang Pharmaceutical (-14.29%), and Xingfa Group (-4.26%) [2] - The sector faced a net outflow of 2.285 billion yuan from main funds, with Tian Ci Materials leading the outflow at 778 million yuan [1][2] Group 2 - Among the stocks with net inflows, Gao Meng New Materials and Yuan Xiang New Materials saw inflows of 47.68 million yuan and 5.31 million yuan, respectively [1][2] - The top gainers in the organic silicon sector included Gao Meng New Materials (+9.32%) and He Yuan Gas (+3.16%) [1] - The trading volume for stocks in the organic silicon sector showed significant turnover rates, with Fu Xiang Pharmaceutical at 28.49% and Tian Ci Materials at 10.81% [2]